The Burgett Family Foundation
The Burgett Family Foundation is a private foundation based in Fredericktown, Ohio. It provides funds to other not-for-profit and charitable organizations.
The Burgett Family Foundation at a glance
In short: The Burgett Family Foundation gave $180K across 20 grants in 2025 (avg $9K), mostly in Ohio. 20% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $179,500
- -2.7% vs 2024
- Grants made (2025)
- 20
- -16.7% vs 2024
- Average grant
- $8,975
- +16.7% vs 2024
- Median grant
- $2,500
- Total assets
- $3,793,379
- +7.6% vs 2024
- New grantees (estimate)
- 20% first-time grantees (4 of 20, 2025; small sample)
- Primary geography
- Ohio (93% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Burgett Family Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests. It makes contributions only to preselected charitable organizations. No special form is required; the filing specifies a general letter of request. The stated restriction is “Revenue Code or corresponding section of any future tax code.”
- Contact
Application contact: Shirley Burgett
Mailing address: 2922 Lost Run Road, Fredericktown, OH 43019
Phone: (740) 694-6315
Email: sb@kokosing.biz
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Burgett Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Mansfield Christian School ($50K). Together the top 10 received $167K.
Grant Size Distribution
106 grants across all recorded years
The most common grant size was under $50K: 102 grants of 106 (96%).
Geographic Focus
Where this funder awards grants
In 2025, 93% of grant dollars went to recipients in Ohio. The remaining reported shares went to South Dakota (2%), Indiana (2%), Maryland (1%), and Illinois (1%).
Grant Distribution by State
Share of 2025 grant dollars across all 20 itemized grants.
States
Cities
Is The Burgett Family Foundation open to new grantees?
20%
first-time grantees, 2025
In 2025, 4 of 20 grantees (20%) were first-time recipients. With only 20 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $2K; repeat grants $11K. How we count
Medians: $1K first-time, $5K repeat.
- 70% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−6%). Method
- In 2025 it paid out 100% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $180K (2025) to $210K (2020). In 2025 it made 20 grants totaling $180K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mansfield Christian School Mansfield, OH | Donation | $50,000 |
| Waterford Crossroads Church Mansfield, OH | Donation | $46,000 |
| Friends of the Ashbrook Center Ashland, OH | Donation | $20,000 |
| Hobby Horse Hill Equestrian Center Fredricktown, OH | Donation | $20,000 |
| Lifewise Academy Hilliard, OH | Donation | $8,000 |
| Dav Cincinnati, OH | Donation | $5,500 |
| American Red Cross Ontario, OH | Donation | $5,000 |
| Paralyzed Veterans of America Cleveland, OH | Donation | $5,000 |
| St Joseph Indian School Chamberlain, SD | Donation | $4,000 |
| The James Cancer Hospital Columbus, OH | Donation | $3,000 |
Ready to take the next step with The Burgett Family Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $3,793,379 | $300,387 | $194,080 | $179,500 | 20 | $179,500 | $98,965 | $179,057 |
| 2024 | $3,526,963 | $233,193 | $197,552 | $184,500 | 24 | $184,500 | $97,464 | $172,000 |
| 2023 | $3,347,116 | $120,374 | $201,570 | $182,200 | 25 | $182,200 | $69,725 | $156,547 |
| 2022 | $3,084,644 | $560,052 | $209,414 | $190,175 | 17 | $190,175 | $50,528 | $153,731 |
| 2021 | $3,303,478 | $478,929 | $217,654 | $197,950 | 20 | $197,950 | $60,288 | $155,561 |
| 2020 | $2,998,375 | $329,705 | $226,044 | $209,763 | 20 | — | $64,874 | $127,870 |
Under IRS private-foundation payout rules, The Burgett Family Foundation reported a distributable amount of $179K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation does not state a mission in the available information. Its 2025 grants included support for education, religious institutions, veterans, and health-related organizations. For example, Mansfield Christian School describes itself as an educational and religious institution serving students from pre-kindergarten through high school. Friends of the Ashbrook Center says it supports the John M. Ashbrook Center for Public Affairs and an educational institution. Paralyzed Veterans of America describes its work as improving the quality of life of veterans with spinal cord injuries, dysfunction, or illness.
Grantmaking
In 2025, the foundation made 20 grants totaling $179,500. Grants ranged from $1,000 to $50,000, with a median of $2,500. Notable grants included $50,000 to Mansfield Christian School, $46,000 to Waterford Crossroads Church, and $20,000 each to Friends of the Ashbrook Center and Hobby Horse Hill Equestrian Center. Other grants included $8,000 to LifeWise Academy, $5,500 to DAV, and $5,000 each to the American Red Cross and Paralyzed Veterans of America.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Shirley Burgett as president; William Brian Burgett and William Barth Burgett as vice presidents; Marsha Rinehart as secretary; and Janenne Burgett as assistant secretary.
The Burgett Family Foundation is led by Shirley Burgett, President on every filing since 2020; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Shirley Burgett
President
On filings since 2020
No compensation reported
William Barth Burgett
V. President
On filings since 2020
No compensation reported
Janenne Burgett
Assistant Secretary
On filings since 2020
No compensation reported
Marsha Rinehart
Secretary
On filings since 2020
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.
Frequently asked questions about The Burgett Family Foundation
How much does The Burgett Family Foundation give each year?
The Burgett Family Foundation gave $180K across 20 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $185K across 24 grants.
What is The Burgett Family Foundation's typical grant size?
The Burgett Family Foundation's median grant in 2025 was $2,500, and its average grant was $8,975, across 20 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Burgett Family Foundation that year got $2K on average.
Where does The Burgett Family Foundation give grants?
The Burgett Family Foundation gives mostly in Ohio: 93% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Mansfield, OH (2 grants), Cleveland, OH (2 grants) and Indianapolis, IN (2 grants).
Does The Burgett Family Foundation give general operating support?
Not in 2025: none of the 20 grants with a stated purpose on The Burgett Family Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Donation" (20 grants).
Who are The Burgett Family Foundation's largest grantees?
The Burgett Family Foundation's largest 2025 grantees include Mansfield Christian School ($50,000), Waterford Crossroads Church ($46,000) and Friends of the Ashbrook Center ($20,000), according to its 2025 IRS Form 990-PF. Together they received 65% of its itemized 2025 grant dollars.
How large is The Burgett Family Foundation?
The Burgett Family Foundation reported $3.8M in total assets on its 2025 IRS Form 990-PF. It paid out $180K in qualifying distributions that year, against a required minimum of $179K (roughly 5% of its investment assets).
What does The Burgett Family Foundation fund?
The foundation does not state a mission in the available information. Its 2025 grants included support for education, religious institutions, veterans, and health-related organizations. See mission & focus areas ↑
How do I apply for a grant from The Burgett Family Foundation?
The foundation does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Burgett Family Foundation's EIN?
The Burgett Family Foundation's EIN (Employer Identification Number) is 31-1367299. IRS Form 990 filing data is available on this page for 2020–2025.
Does The Burgett Family Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS July 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS July 16, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
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Cite this profile
Grantable. (2026). The Burgett Family Foundation funder profile. GrantGraph. Retrieved October 4, 2026, from https://grantable.co/funders/the-burgett-family-foundation-morg_6d697c12f8374993940c2e530d4a1c86
BibTeX
@misc{grantable_311367299_2026,
author = {{Grantable}},
title = {{The Burgett Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-burgett-family-foundation-morg_6d697c12f8374993940c2e530d4a1c86},
note = {Accessed 2026-10-04. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Burgett Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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