The Burgett Family Foundation
The Burgett Family-Kokosing Foundation is a private nonoperating foundation located in Fredericktown, Ohio. The foundation was established in June 1993 and provides funds to other not-for-profit and charitable organizations.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.5M
+5.4% YoY
Annual Giving
$185K
+1.3% YoY
Grant Count
24
-4.0% YoY
Avg Grant Size
$8K
+5.5% YoY
Under IRS private-foundation payout rules, The Burgett Family Foundation reported a distributable amount of $172K for 2024 — the minimum it must pay out in qualifying distributions.
Grantmaking
The foundation operates as a grantmaking organization that distributes funds to qualified charitable and nonprofit organizations.
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Geographic Focus
Where this funder awards grants
The foundation is based in Fredericktown, Ohio and has demonstrated funding activity in Ohio, including grants to senior centers and other charitable organizations within the state.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Giving (FY 2023):
- Total assets: $3,347,116
- Total distributions: $182,200
- Contributions: $0
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,526,963 | $3,347,116 | $3,084,644 |
| Revenue | $233,193 | $120,374 | $560,052 |
| Expenses | $197,552 | $201,570 | $209,414 |
| Qualifying Distributions | $184,500 | $182,200 | $190,175 |
| Net Investment Income | $97,464 | $69,725 | $50,528 |
| Distributable Amount | $172,000 | $156,547 | $153,731 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
106 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Mansfield Christian School ($50,000), Waterford Crossroads Church ($37,000), Friends of the Ashbrook Center ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALS INDEPENDENCE, OH | DONATION | $1,000 |
| AMERICAN RED CROSS ONTARIO, OH | DONATION | $2,000 |
| AMERICAN KIDNEY FUND ROCKVILLE, MD | DONATION | $3,000 |
| AMERICAN LUNG ASSOCIATION DUBLIN, OH | DONATION | $1,000 |
| DAV CINCINNATI, OH | DONATION | $2,500 |
| FRIENDS OF THE ASHBROOK CENTER ASHLAND, OH | DONATION | $20,000 |
| HOBBY HORSE HILL EQUESTRIAN CENTER FREDRICKTOWN, OH | DONATION | $10,000 |
| HOSPICE OF NORTH CENTRAL OHIO MOUNT VERNON, OH | DONATION | $6,000 |
| LIFEWISE ACADEMY HILLIARD, OH | DONATION | $15,000 |
| NCSC MANSFIELD, OH | DONATION | $10,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation is led by the following officers:
- Shirley Burgett — President
- William Brian Burgett — Vice President
- William Barth Burgett — Vice President
- Marsha Rinehart — Secretary
- Janenne Burgett — Assistant Secretary
All officers serve without compensation.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SHIRLEY BURGETT | PRESIDENT | — | — |
| WILLIAM BRIAN BURGETT | V. PRESIDENT | — | — |
| WILLIAM BARTH BURGETT | V. PRESIDENT | — | — |
| MARSHA RINEHART | SECRETARY | — | — |
| JANENNE BURGETT | ASST. SEC. | — | — |
Frequently Asked Questions
How do I apply for a grant from The Burgett Family Foundation?
**Grant Activity:** • Total annual giving: $182,200 (FY 2023) • Number of grants: 25 grants in FY 2023 • Grant median: $3,000 • Grant maximum: $32,000 The foundation operates as a grantmaking organization that distributes funds to qualified charitable and nonprofit organizations.
Where does The Burgett Family Foundation make grants?
The foundation is based in Fredericktown, Ohio and has demonstrated funding activity in Ohio, including grants to senior centers and other charitable organizations within the state.
What size grants does The Burgett Family Foundation award?
In 2024, The Burgett Family Foundation awarded 24 grants totaling $185K — an average of about $8K per grant, based on its IRS Form 990 filings.
How much is The Burgett Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Burgett Family Foundation reported a distributable amount of $172K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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