Laura a Burgess Fund

Private foundation · Grantmaker Dallas, TX EIN: 05-6004330

Laura a Burgess Fund is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.1M in total assets. In 2025, it awarded 8 grants totaling $50K. Net investment income was $106K.

Key facts about Laura a Burgess Fund

In short: Laura a Burgess Fund gave $50K across 8 grants in 2025 (avg $6K), mostly in Rhode Island. Source: 2025 IRS Form 990-PF.

EIN
05-6004330
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$50,326
Grants made (2025)
8
Average grant
$6,291
Median grant
$2,400
Total assets
$1,068,163
Primary geography
Rhode Island (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.1M

+4.5% YoY

Annual Giving

$50K

+4.5% YoY

Grant Count

8

+0.0% YoY

Avg Grant Size

$6K

+4.5% YoY

Under IRS private-foundation payout rules, Laura a Burgess Fund reported a distributable amount of $62K for 2025 — the minimum it must pay out in qualifying distributions.

How Laura a Burgess Fund gives

  • Giving grew 41% from 2022 to 2025. Method
  • In 2025 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2025 grant dollars across all 8 itemized grants.

Cities

ProvidenceLincolnCentral FallsGreenvilleBronxRiversideCumberlandPawtucketWarrensburgWarwickBrooklynPowtucketSt PetersburgW GreenwichWoonsocket

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K30 grants2019 14 grants2020 12 grants2021 11 grants2022 8 grants2023 8 grants2024 8 grants2025

From 2019 to 2025, annual grant giving ranged from $36K (2022) to $54K (2020). In 2025 it made 8 grants totaling $50K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

Diocese of Rhode Island: $34KDiocese of Rhode Island$34KVirginia Irvine: $2KVirginia Irvine$2KBarbara Aspinwall: $2KBarbara Aspinwall$2KCarolyn L Flaxington: $2KCarolyn L Flaxington$2KSusana Pons: $2KSusana Pons$2KMaydell Smith: $2KMaydell Smith$2KCorrine McCray: $2KCorrine McCray$2KCandida Iniquez: $2KCandida Iniquez$2K

The largest 2025 recipient was Diocese of Rhode Island ($34K). Together the top 8 received $50K.

Grant Size Distribution

47 grants across all recorded years

47<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 47 grants of 47 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Diocese of Rhode Island Providence, RIUnrestricted General$33,526
Virginia Irvine Lincoln, RIUnrestricted General$2,400
Barbara Aspinwall Woonsocket, RIUnrestricted General$2,400
Carolyn L Flaxington Central Falls, RIUnrestricted General$2,400
Susana Pons Providence, RIUnrestricted General$2,400
Maydell Smith Warwick, RIUnrestricted General$2,400
Corrine McCray Pawtucket, RIUnrestricted General$2,400
Candida Iniquez Providence, RIUnrestricted General$2,400

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,068,163$1,022,057$983,673
Revenue$119,062$107,501$32,423
Expenses$73,277$68,129$62,716
Qualifying Distributions$58,066$55,282$51,439
Net Investment Income$105,798$93,925$18,019
Distributable Amount$62,266$58,655$53,571

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS March 26, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
  3. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Laura a Burgess Fund's only listed officer is Bank Of America, Trustee on every filing since 2019 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2019

    1 hr/week

    $14K (2019) → $18K (2025)

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Bank of America — Trustee: $18KBank of AmericaTrustee$18K

The highest reported compensation on the 2025 filing was $18K, to Bank of America (Trustee).

Frequently asked questions about Laura a Burgess Fund

How much does Laura a Burgess Fund give each year?

Laura a Burgess Fund gave $50K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $48K across 8 grants.

What is Laura a Burgess Fund's typical grant size?

Laura a Burgess Fund's median grant in 2025 was $2,400, and its average grant was $6,291, across 8 grants on its 2025 IRS Form 990-PF.

Where does Laura a Burgess Fund give grants?

Laura a Burgess Fund gives mostly in Rhode Island: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Providence, RI (3 grants).

Does Laura a Burgess Fund give general operating support?

Yes: 100% of Laura a Burgess Fund's 2025 grants with a stated purpose (8 of 8) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Laura a Burgess Fund's largest grantees?

Laura a Burgess Fund's largest 2025 grantees include Diocese of Rhode Island ($33,526), Virginia Irvine ($2,400) and Barbara Aspinwall ($2,400), according to its 2025 IRS Form 990-PF. Together they received 76% of its itemized 2025 grant dollars.

How large is Laura a Burgess Fund?

Laura a Burgess Fund reported $1.1M in total assets on its 2025 IRS Form 990-PF. It paid out $58K in qualifying distributions that year, against a required minimum of $62K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Laura a Burgess Fund's EIN?

Laura a Burgess Fund's EIN (Employer Identification Number) is 05-6004330. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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