Joel Burchfield Memorial Fund

MOORPARK, CA EIN: 84-2648506

Joel Burchfield Memorial Fund is a private foundation focused on Education, based in MOORPARK, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $54K in total assets. In 2024, it awarded 38 grants totaling $37K. Net investment income was $2K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$54K

+33.4% YoY

Annual Giving

$37K

+61.5% YoY

Grant Count

+100.0% YoY

Avg Grant Size

$977.632

-19.2% YoY

Under IRS private-foundation payout rules, Joel Burchfield Memorial Fund reported a distributable amount of $2K for 2024 — the minimum it must pay out in qualifying distributions.

About Joel Burchfield Memorial Fund

Based on IRS filings

Focus Areas

Education

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $88K (100%)

States

California

Cities

GlendaleMoorpark

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$54,270	$40,697	$92,562
Revenue	$29,768	$23,434	$82,914
Expenses	$44,038	$35,299	$24,637
Qualifying Distributions	$76,162	$48,166	$37,242
Net Investment Income	$1,612	$877	—
Distributable Amount	$1,737	$2,983	$3,843

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

83 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Claire Monis ($2,000), Jacob Shannonwilkerson ($2,000), Cadence Hayden ($2,000).

Recipient	Purpose	Amount
ANTHONY TAMAYO Moorpark, CA	SCHOLARSHIP	$500
NICHOLAS SANCHEZ Moorpark, CA	SCHOLARSHIP	$500
HARPER MATHIS Moorpark, CA	SCHOLARSHIP	$500
HUNTER LEAVITT Moorpark, CA	SCHOLARSHIP	$500
OLIVER HO Moorpark, CA	SCHOLARSHIP	$500
DANIEL SANCHEZ Moorpark, CA	SCHOLARSHIP	$500
VICTORIA PHILLIPS Moorpark, CA	SCHOLARSHIP	$500
MAIA GARCIA Moorpark, CA	SCHOLARSHIP	$500
REESE LOPEZ Moorpark, CA	SCHOLARSHIP	$500
DOMENICA OVIEDA Moorpark, CA	SCHOLARSHIP	$150

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
DANIEL BURCHFIELD	PRESIDENT	—	—
LAURA BURCHFIELD	VICE PRESIDENT	—	—

Subject Areas

Focus areas based on grantmaking activity

Education

Frequently Asked Questions

What is Joel Burchfield Memorial Fund?

Joel Burchfield Memorial Fund is a private foundation focused on Education, based in MOORPARK, CA. It holds $54K in total assets as of 2024.

How large is Joel Burchfield Memorial Fund?

As of 2024, Joel Burchfield Memorial Fund holds $54K in total assets with $30K in annual revenue. It awarded 38 grants totaling $37K in 2024.

Where does Joel Burchfield Memorial Fund operate?

Joel Burchfield Memorial Fund has awarded grants in California.

What size grants does Joel Burchfield Memorial Fund award?

In 2024, Joel Burchfield Memorial Fund awarded 38 grants totaling $37K — an average of about $977.632 per grant, based on its IRS Form 990 filings.

How much is Joel Burchfield Memorial Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Joel Burchfield Memorial Fund reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.