Stanley E Burns Charitable Trust

Foundation · Grantmaker MONTEREY, VA EIN: 85-0647379

Stanley E Burns Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONTEREY, VA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 1 grants totaling $25K. Net investment income was $64K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.0M

+3.5% YoY

Annual Giving

$25K

-37.5% YoY

Grant Count

-50.0% YoY

Avg Grant Size

$25K

+25.0% YoY

Under IRS private-foundation payout rules, Stanley E Burns Charitable Trust reported a distributable amount of $57K for 2025 — the minimum it must pay out in qualifying distributions.

About Stanley E Burns 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

Virginia $173K (100%)

States

Virginia

Cities

Blue GrassMontereyRichmondStaunton

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$1,030,505	$995,372	$988,964
Revenue	$76,906	$57,482	$35,817
Expenses	$41,773	$51,074	$25,671
Qualifying Distributions	$28,287	$41,775	$18,700
Net Investment Income	$63,731	$48,593	$29,544
Distributable Amount	$57,034	$51,959	$48,408

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 2025

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Highland Medical Center ($25,000).

Recipient	Purpose	Amount
Highland Medical Center Monterey, VA	support healthcare facility	$25,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
D Brian Richardson	Trustee	0.5	$6,000

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Stanley E Burns Charitable Trust?

Stanley E Burns Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONTEREY, VA. It holds $1.0M in total assets as of 2025.

How large is Stanley E Burns Charitable Trust?

As of 2025, Stanley E Burns Charitable Trust holds $1.0M in total assets with $77K in annual revenue. It awarded 1 grants totaling $25K in 2025.

Where does Stanley E Burns Charitable Trust operate?

Stanley E Burns Charitable Trust has awarded grants in Virginia.

What size grants does Stanley E Burns Charitable Trust award?

In 2025, Stanley E Burns Charitable Trust awarded 1 grants totaling $25K — an average of about $25K per grant, based on its IRS Form 990 filings.

How much is Stanley E Burns Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Stanley E Burns Charitable Trust reported a distributable amount of $57K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Stanley E Burns Charitable Trust's EIN?

Stanley E Burns Charitable Trust's EIN (Employer Identification Number) is 85-0647379. IRS Form 990 filing data is available on this page for 2021–2025.