Paul W Burleson Foundation

Private foundation · Grantmaker Naples, FL EIN: 43-6928736

Paul W Burleson Foundation is a private foundation focused on Education, based in Naples, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $5.8M in total assets. In 2025, it awarded 1 grant totaling $2.1M. Net investment income was $1.5M.

Key facts about Paul W Burleson Foundation

In short: Paul W Burleson Foundation gave $2.1M across 1 grant in 2025 (avg $2.1M), mostly in Alabama. Source: 2025 IRS Form 990-PF.

EIN
43-6928736
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$2,060,000
Grants made (2025)
1
Average grant
$2,060,000
Median grant
$2,060,000
Total assets
$5,797,927
Primary geography
Alabama (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

$5.8M

-9.7% YoY

Annual Giving

$2.1M

+243.3% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$2.1M

+243.3% YoY

Under IRS private-foundation payout rules, Paul W Burleson Foundation reported a distributable amount of $547K for 2025 — the minimum it must pay out in qualifying distributions.

How Paul W Burleson Foundation gives

  • Giving grew 269% from 2022 to 2025. Method
  • In 2025 it paid out 378% 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

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

BirminghamBirminhgham

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M2 grants2020 2 grants2021 2 grants2022 1 grant2023 1 grant2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $530K (2020) to $2.1M (2025). In 2025 it made 1 grant totaling $2.1M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Univ Alabama School of Medicine: $2.1MUniv Alabama School ofMedicine$2.1M

The largest 2025 recipient was Univ Alabama School of Medicine ($2.1M).

Grant Size Distribution

7 grants across all recorded years

<$50K2$50–100K$100–250K1$250–500K3$500K–1M1$1–5M$5M+

The most common grant size was in the $500K–1M range: 3 grants of 7 (43%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Univ Alabama School of Medicine Birmingham, ALEducation$2,060,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$5,797,927$6,420,789$6,176,005
Revenue$1,572,108$983,982$657,563
Expenses$2,194,970$739,143$672,977
Qualifying Distributions$2,064,184$610,190$553,000
Net Investment Income$1,455,466$866,497$539,086
Distributable Amount$546,547$579,952$534,153

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS February 23, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 6, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS February 11, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS February 21, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS February 14, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS February 12, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Paul W Burleson Foundation's 2025 filing lists 2 officers; 1 of 2 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • John W. Meyer CPA

    Trustee

    On filings since 2020

    5 hrs/week

    $10K (2020) → $10K (2025)

  • Linda Draugn

    Trustee

    On filings since 2020

    10 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "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

John W Meyer CPA — Trustee: $10KJohn W Meyer CPATrustee$10K

The highest reported compensation on the 2025 filing was $10K, to John W Meyer CPA (Trustee).

Frequently asked questions about Paul W Burleson Foundation

How much does Paul W Burleson Foundation give each year?

Paul W Burleson Foundation gave $2.1M across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $600K across 1 grant.

How large is Paul W Burleson Foundation?

Paul W Burleson Foundation reported $5.8M in total assets on its 2025 IRS Form 990-PF. It paid out $2.1M in qualifying distributions that year, against a required minimum of $547K (roughly 5% of its investment assets).

What is Paul W Burleson Foundation?

Paul W Burleson Foundation is a private foundation focused on Education, based in Naples, FL. It holds $5.8M in total assets as of 2025.

Where does Paul W Burleson Foundation operate?

Paul W Burleson Foundation has awarded grants in Alabama.

What is Paul W Burleson Foundation's EIN?

Paul W Burleson Foundation's EIN (Employer Identification Number) is 43-6928736. IRS Form 990 filing data is available on this page for 2020–2025.

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

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