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
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
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
Among its reported 2024 grants, the largest 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 |
| FAMILY BUILDING BLOCKS SALEM, OR | BUILDING | $25,000 |
| WESTERN OREGON UNIVERSITY MONMOUTH, OR | BUILDING | $50,000 |
| SATELLITE GAMING KEIZER, OR | BUILDING | $10,000 |
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 |
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.
What is Burlingham Trust Inc's EIN?
Burlingham Trust Inc's EIN (Employer Identification Number) is 93-6237912. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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