James Burns Trust

WATERBURY, CT EIN: 06-6199399

James Burns Trust is a private foundation, based in WATERBURY, CT. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $421K in total assets. In 2024, it awarded 19 grants totaling $70K. Net investment income was $59K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$421K

-5.6% YoY

Annual Giving

$70K

+34.4% YoY

Grant Count

+11.8% YoY

Avg Grant Size

$4K

+20.3% YoY

Under IRS private-foundation payout rules, James Burns Trust reported a distributable amount of $38K for 2024 — the minimum it must pay out in qualifying distributions.

About James Burns Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $81K (60%)

Massachusetts $28K (21%)

New York $7K (5%)

New Hampshire $5K (4%)

North Carolina $5K (4%)

Rhode Island $4K (3%)

Colorado $2K (2%)

Pennsylvania $2K (1%)

States

Colorado Connecticut Massachusetts North Carolina New Hampshire New York Pennsylvania Rhode Island

Cities

AmherstBostonBristolChapel HillCharlotteDenverFairfieldHamdenHartfordIthacaKingstonMiddletownNew BritainNew HavenNew RochelleNiagara UniversityRindgeSheffieldSoudertonSpringfield

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$420,717	$445,482	$466,949
Revenue	$75,032	$47,760	$17,117
Expenses	$99,190	$69,078	$23,269
Qualifying Distributions	$78,592	$55,059	$11,207
Net Investment Income	$59,314	$39,059	$8,679
Distributable Amount	$38,244	$35,306	$36,089

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

41 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include University of Connecticut ($12,500), Southern Ct State University ($6,750), University of Hartford ($6,500).

Recipient	Purpose	Amount
QUINNIPIAC UNIVERSITY HAMDEN, CT	SCHOLARSHIP	$2,500
CENTRAL CONNECTICUT STATE UNIVERSITY NEW BRITAIN, CT	SCHOLARSHIP	$5,750
MIDDLESEX COMMUNITY COLLEGE MIDDLETOWN, CT	SCHOLARSHIP	$6,000
UNIVERSITY OF CONNECTICUT STORRS, CT	SCHOLARSHIP	$12,500
AMERICAN INTERNATIONAL COLLEGE SPRINGFIELD, MA	SCHOLARSHIP	$2,250
SPRINGFIELD COLLEGE SPRINGFIELD, MA	SCHOLARSHIP	$5,000
UNIVERSITY OF HARTFORD WEST HARTFORD, CT	SCHOLARSHIP	$6,500
EASTERN CONNECTICUT STATE UNIVERSITY WILLIMANTIC, CT	SCHOLARSHIP	$1,500
UNIVERSITY OF RHODE ISLAND KINGSTON, RI	SCHOLARSHIP	$2,000
BENTLEY UNIVERSITY WALTHAM, MA	SCHOLARSHIP	$2,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is James Burns Trust?

As of 2024, James Burns Trust holds $421K in total assets with $75K in annual revenue. It awarded 19 grants totaling $70K in 2024.

Where does James Burns Trust operate?

James Burns Trust has awarded grants in Colorado, Connecticut, Massachusetts, North Carolina, New Hampshire, New York, Pennsylvania, Rhode Island.

What size grants does James Burns Trust award?

In 2024, James Burns Trust awarded 19 grants totaling $70K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is James Burns Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, James Burns Trust reported a distributable amount of $38K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.