Lee & Bob Burgett Charitable Foundation

LEBANON, OH EIN: 86-6587033

Lee & Bob Burgett Charitable Foundation is a private foundation, based in LEBANON, OH. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $480K in total assets. In 2024, it awarded 5 grants totaling $147K. Net investment income was $53K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$480K

-16.4% YoY

Annual Giving

$147K

-6.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$29K

-6.8% YoY

Under IRS private-foundation payout rules, Lee & Bob Burgett Charitable Foundation reported a distributable amount of $31K for 2024 — the minimum it must pay out in qualifying distributions.

About Lee & Bob Burgett Charitable Foundation

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $461K (60%)

New York $308K (40%)

States

New York Ohio

Cities

LebanonMainevilleMiddletownNew York

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$479,750	$573,878	$705,933
Revenue	$62,226	$36,046	$79,769
Expenses	$156,354	$168,101	$226,239
Qualifying Distributions	$147,183	$157,850	$214,185
Net Investment Income	$53,055	$25,795	$67,715
Distributable Amount	$30,652	$33,473	$40,413

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Grant Size Distribution

20 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include American Society for Prevention of Cruel ($29,397), Doctors Without Borders Usa ($29,397), Humane Assoc of Warren County ($29,397).

Recipient	Purpose	Amount
AMERICAN SOCIETY FOR PREVENTION OF CRUEL NEW YORK, NY	GENERAL SUPPORT	$29,397
DOCTORS WITHOUT BORDERS USA NEW YORK, NY	GENERAL SUPPORT	$29,397
HUMANE ASSOC OF WARREN COUNTY LEBANON, OH	GENERAL SUPPORT	$29,397
LAKEVIEW UNITED CHURCH OF CHRIST MAINEVILLE, OH	GENERAL SUPPORT	$29,396
MIDDLETOWN ARTS CENTER MIDDLETOWN, OH	GENERAL SUPPORT	$29,396

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 Lee & Bob Burgett Charitable Foundation?

As of 2024, Lee & Bob Burgett Charitable Foundation holds $480K in total assets with $62K in annual revenue. It awarded 5 grants totaling $147K in 2024.

Where does Lee & Bob Burgett Charitable Foundation operate?

Lee & Bob Burgett Charitable Foundation has awarded grants in New York, Ohio.

What size grants does Lee & Bob Burgett Charitable Foundation award?

In 2024, Lee & Bob Burgett Charitable Foundation awarded 5 grants totaling $147K — an average of about $29K per grant, based on its IRS Form 990 filings.

How much is Lee & Bob Burgett Charitable Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Lee & Bob Burgett Charitable Foundation reported a distributable amount of $31K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2021–2024.