Burlingham Trust Inc

Foundation · Grantmaker Woodburn, OR EIN: 93-6237912

Burlingham Trust Inc is a private foundation, based in Woodburn, OR. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.6M in total assets. In 2024, it awarded 4 grants totaling $135K. Net investment income was $224K.

Key facts about Burlingham Trust Inc

EIN: 93-6237912
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $135,000
Grants made (2024): 4
Average grant: $33,750
Median grant: $37,500
Total assets: $4,646,762
Primary geography: Oregon (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Who Burlingham Trust Inc funds

By grant dollars, the top recipient states for Burlingham Trust Inc's 4 itemized 2024 grants were Oregon (100%). None of its 4 grants with a stated purpose were described as general or operating support. Recurring purposes include "Building" (3 grants).

How Burlingham Trust Inc gives

Giving held roughly steady from 2021 to 2024 (−6%). Method
In 2024 it paid out 55% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Next steps with Burlingham Trust Inc

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.6M

+8.1% YoY

Annual Giving

$135K

-12.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$34K

-12.9% YoY

Under IRS private-foundation payout rules, Burlingham Trust Inc reported a distributable amount of $245K for 2024 — the minimum it must pay out in qualifying distributions.

About Burlingham Trust Inc

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Oregon $135K (100%)

Share of all 4 itemized 2024 grant dollars.

States

Oregon

Cities

SalemCorvallisAuroraKeizerSilvertonWoodburnMonmouthMt AngelSt Benedict

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$4,646,762	$4,298,728	$3,872,313
Revenue	$702,284	$336,455	$836,992
Expenses	$318,483	$338,666	$352,207
Qualifying Distributions	$135,000	$155,000	$290,000
Net Investment Income	$224,491	$178,091	$751,031
Distributable Amount	$244,535	$169,999	$162,035

Data update history

When this profile's IRS filing data changed on Grantable

March 3, 2026 IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

24 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Osu Foundation ($50,000), Western Oregon University ($50,000), Family Building Blocks ($25,000).

Recipient	Purpose	Amount
OSU FOUNDATION Corvallis, OR	TURF EQUIPMENT	$50,000
WESTERN OREGON UNIVERSITY Monmouth, OR	BUILDING	$50,000
FAMILY BUILDING BLOCKS Salem, OR	BUILDING	$25,000
SATELLITE GAMING Keizer, OR	BUILDING	$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Name	Title	Hours	Compensation
Phillip Iverson	President	—	$8,000
Scott Rorieg	Vice Preside	—	$8,000
C Ronald Peters	President	—	$11,200
Tom Dearmond	Vice Preside	—	—
Amanda Burlingham	Secretary	—	$2,500

Frequently Asked Questions

How large is Burlingham Trust Inc?

As of 2024, Burlingham Trust Inc holds $4.6M in total assets with $702K in annual revenue. It awarded 4 grants totaling $135K in 2024.

Where does Burlingham Trust Inc operate?

Burlingham Trust Inc has awarded grants in Oregon.

What size grants does Burlingham Trust Inc award?

In 2024, Burlingham Trust Inc awarded 4 grants totaling $135K — an average of about $34K per grant, based on its IRS Form 990 filings.

How much is Burlingham Trust Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Burlingham Trust Inc reported a distributable amount of $245K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.