Burlingham Trust Inc
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.
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
4
+0.0% YoY
Avg Grant Size
$34K
-12.9% YoY
About Burlingham Trust Inc
Based on IRS filings
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.
Ready to take the next step with Burlingham Trust Inc?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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 |
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
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 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 |
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—
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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