Burnand-partridge Foundation

ROHNERT PARK, CA EIN: 77-6203456

Burnand-partridge Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ROHNERT PARK, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $13.6M in total assets. In 2024, it awarded 5 grants totaling $600K. Net investment income was $447K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$13.6M

-2.1% YoY

Annual Giving

$600K

+30.4% YoY

Grant Count

5

+0.0% YoY

Avg Grant Size

$120K

+30.4% YoY

Under IRS private-foundation payout rules, Burnand-partridge Foundation reported a distributable amount of $860K for 2024 — the minimum it must pay out in qualifying distributions.

About Burnand-partridge Foundation

Based on IRS filings

Burnand-partridge Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ROHNERT PARK, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $13.6M in total assets. In 2024, it awarded 5 grants totaling $600K. Net investment income was $447K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Los AngelesOjaiSanta Barbara

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$363K$726K$1M$1M20202021202220232024
Metric202420232022
Total Assets$13,582,926$13,873,940$14,294,784
Revenue$585,068$275,889$398,265
Expenses$876,082$696,733$702,603
Qualifying Distributions$737,048$577,680$590,194
Net Investment Income$446,897$204,292$286,566
Distributable Amount$859,512$698,871$641,147

Giving Over Time

Total grant dollars and number of grants per year

$0$150K$300K$450K$600K5 grants20205 grants20215 grants20225 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

SCHOLARSHIP FOUNDATION O…$590KMUSIC ACADEMY OF THE WEST$5KGIRLS INCORPORATED OF GR…$2KOJAI MUSIC FESTIVAL LTD$2KMUSIC CENTER FOUNDATION$1K

Grant Size Distribution

25 grants across all recorded years

20<$50K$50–100K$100–250K2$250–500K3$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Scholarship Foundation of Santa Barbara ($590,000), Music Academy of the West ($5,000), Girls Incorporated of Greater Santa Barbara ($2,000).

RecipientPurposeAmount
GIRLS INCORPORATED OF GREATER SANTA BARBARA SANTA BARBARA, CAEDUCATIONAL PROGRAMS FOR GIRLS$2,000
MUSIC ACADEMY OF THE WEST SANTA BARBARA, CAPERFORMING ARTS AND EDUCATION$5,000
MUSIC CENTER FOUNDATION LOS ANGELES, CAPERFORMING ARTS AND EDUCATION$1,000
OJAI MUSIC FESTIVAL LTD OJAI, CAPERFORMING ARTS AND EDUCATION$2,000
SCHOLARSHIP FOUNDATION OF SANTA BARBARA SANTA BARBARA, CASCHOLARSHIPS$590,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

SHERRY E KIMBALLTRUSTEE$109KCAROLYN B WELCHTRUSTEE$43KHERBERT S PARTRIDGETRUSTEE$42KCHARLES K PARTRIDGE SRTRUSTEE$24K

From 2024 filing

NameTitleHoursCompensation
CHARLES K PARTRIDGE SRTRUSTEE5$24,283
CAROLYN B WELCHTRUSTEE5$43,117
HERBERT S PARTRIDGETRUSTEE5$41,813
SHERRY E KIMBALLTRUSTEE5$108,571

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Burnand-partridge Foundation?

Burnand-partridge Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ROHNERT PARK, CA. It holds $13.6M in total assets as of 2024.

How large is Burnand-partridge Foundation?

As of 2024, Burnand-partridge Foundation holds $13.6M in total assets with $585K in annual revenue. It awarded 5 grants totaling $600K in 2024.

Where does Burnand-partridge Foundation operate?

Burnand-partridge Foundation has awarded grants in California.

What size grants does Burnand-partridge Foundation award?

In 2024, Burnand-partridge Foundation awarded 5 grants totaling $600K — an average of about $120K per grant, based on its IRS Form 990 filings.

How much is Burnand-partridge Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Burnand-partridge Foundation reported a distributable amount of $860K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Burnand-partridge Foundation's EIN?

Burnand-partridge Foundation's EIN (Employer Identification Number) is 77-6203456. 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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