Margaret E Burnham Charitable Trust

PORTLAND, ME EIN: 01-0496879

Margaret E Burnham Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PORTLAND, ME. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7.4M in total assets. In 2024, it awarded 1 grants totaling $646K. Net investment income was $1.0M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$7.4M

+4.2% YoY

Annual Giving

$646K

+8.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$646K

+8.5% YoY

Under IRS private-foundation payout rules, Margaret E Burnham Charitable Trust reported a distributable amount of $686K for 2024 — the minimum it must pay out in qualifying distributions.

About Margaret E Burnham Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Maine $2.9M (100%)

States

Maine

Cities

Portland

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$7,427,981	$7,129,599	$7,287,005
Revenue	$1,047,509	$449,412	$352,449
Expenses	$735,669	$670,548	$664,552
Qualifying Distributions	$688,234	$631,821	$597,776
Net Investment Income	$1,007,237	$407,115	$298,849
Distributable Amount	$686,092	$589,741	$591,343

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Open Grants

1 open opportunity from Margaret E Burnham Charitable Trust

Foundation

Margaret E. Burnham Charitable Trust Grants

MARGARET E BURNHAM CHARITABLE TRUST

Amount

US $1,000 - US $15,000

Deadline

Rolling / Open

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include See Attached ($646,000).

Recipient	Purpose	Amount
SEE ATTACHED PORTLAND, ME	GENERAL USE	$646,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
THOMAS PIERCE	TRUSTEE	1	—
HM PAYSON CO	TRUSTEE	1	$73,378

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Margaret E Burnham Charitable Trust?

Margaret E Burnham Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PORTLAND, ME. It holds $7.4M in total assets as of 2024.

How large is Margaret E Burnham Charitable Trust?

As of 2024, Margaret E Burnham Charitable Trust holds $7.4M in total assets with $1.0M in annual revenue. It awarded 1 grants totaling $646K in 2024.

Where does Margaret E Burnham Charitable Trust operate?

Margaret E Burnham Charitable Trust has awarded grants in Maine.

What size grants does Margaret E Burnham Charitable Trust award?

In 2024, Margaret E Burnham Charitable Trust awarded 1 grants totaling $646K — an average of about $646K per grant, based on its IRS Form 990 filings.

How much is Margaret E Burnham Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Margaret E Burnham Charitable Trust reported a distributable amount of $686K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Margaret E Burnham Charitable Trust's EIN?

Margaret E Burnham Charitable Trust's EIN (Employer Identification Number) is 01-0496879. IRS Form 990 filing data is available on this page for 2020–2024.