Lee & Bob Burgett Charitable Foundation
Lee & Bob Burgett Charitable Foundation is a private foundation, based in Lebanon, OH. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $387K in total assets. In 2025, it awarded 5 grants totaling $124K. Net investment income was $31K.
Key facts about Lee & Bob Burgett Charitable Foundation
In short: Lee & Bob Burgett Charitable Foundation gave $124K across 5 grants in 2025 (avg $25K), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- EIN
- 86-6587033
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $123,665
- Grants made (2025)
- 5
- Average grant
- $24,733
- Median grant
- $24,733
- Total assets
- $386,889
- Primary geography
- Ohio (60% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$387K
-19.4% YoY
Annual Giving
$124K
-15.9% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$25K
-15.9% YoY
Under IRS private-foundation payout rules, Lee & Bob Burgett Charitable Foundation reported a distributable amount of $28K for 2025 — the minimum it must pay out in qualifying distributions.
How Lee & Bob Burgett Charitable Foundation gives
- Giving fell 42% from 2022 to 2025. Method
- In 2025 it paid out 438% of its IRS minimum distribution (the 5% rule). 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
Share of 2025 grant dollars across all 5 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $124K (2025) to $250K (2021). In 2025 it made 5 grants totaling $124K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was American Society for Prevention of Cruel Kelly Manning ESQ ($25K). Together the top 5 received $124K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 20 grants of 25 (80%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Society for Prevention of Cruel Kelly Manning ESQ New York, NY | General Support | $24,733 |
| Doctors Without Borders USA New York, NY | General Support | $24,733 |
| Humane Assoc of Warren County Lebanon, OH | General Support | $24,733 |
| Lakeview United Church of Christ Maineville, OH | General Support | $24,733 |
| Middletown Arts Center Middletown, OH | General Support | $24,733 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $386,889 | $479,750 | $573,878 |
| Revenue | $40,285 | $62,226 | $36,046 |
| Expenses | $133,146 | $156,354 | $168,101 |
| Qualifying Distributions | $123,765 | $147,183 | $157,850 |
| Net Investment Income | $30,904 | $53,055 | $25,795 |
| Distributable Amount | $28,280 | $30,652 | $33,473 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 20, 2026)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 18, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 14, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 4, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 22, 2025)
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Officers and directors from IRS filings
Lee & Bob Burgett Charitable Foundation's only listed officer is Lcnb National Bank, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Lcnb National Bank
Trustee
On filings since 2021
4 hrs/week
$4K (2021) → $24K (2025)
Data from IRS Form 990 filings, 2021–2025. "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
The highest reported compensation on the 2025 filing was $24K, to LCNB National Bank (Trustee).
Frequently asked questions about Lee & Bob Burgett Charitable Foundation
How much does Lee & Bob Burgett Charitable Foundation give each year?
Lee & Bob Burgett Charitable Foundation gave $124K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $147K across 5 grants.
What is Lee & Bob Burgett Charitable Foundation's typical grant size?
Lee & Bob Burgett Charitable Foundation's median grant in 2025 was $24,733, and its average grant was $24,733, across 5 grants on its 2025 IRS Form 990-PF.
Where does Lee & Bob Burgett Charitable Foundation give grants?
Lee & Bob Burgett Charitable Foundation gives mostly in Ohio: 60% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (40%). The most frequent recipient cities were New York, NY (2 grants).
Does Lee & Bob Burgett Charitable Foundation give general operating support?
Yes: 100% of Lee & Bob Burgett Charitable Foundation's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Lee & Bob Burgett Charitable Foundation's largest grantees?
Lee & Bob Burgett Charitable Foundation's largest 2025 grantees include American Society for Prevention of Cruel Kelly Manning ESQ ($24,733), Doctors Without Borders USA ($24,733) and Humane Assoc of Warren County ($24,733), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.
How large is Lee & Bob Burgett Charitable Foundation?
Lee & Bob Burgett Charitable Foundation reported $387K in total assets on its 2025 IRS Form 990-PF. It paid out $124K in qualifying distributions that year, against a required minimum of $28K (roughly 5% of its investment assets).
What is Lee & Bob Burgett Charitable Foundation's EIN?
Lee & Bob Burgett Charitable Foundation's EIN (Employer Identification Number) is 86-6587033. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
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