The Joseph Keith Burgess Foundation a Charitable Foundation

Private foundation · Grantmaker Phoenix, AZ EIN: 94-3355399

The Joseph Keith Burgess Foundation a Charitable Foundation is a private foundation, based in Phoenix, AZ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.8M in total assets. In 2024, it awarded 8 grants totaling $101K. Net investment income was $42K.

Key facts about The Joseph Keith Burgess Foundation a Charitable Foundation

In short: The Joseph Keith Burgess Foundation a Charitable Foundation gave $101K across 8 grants in 2024 (avg $13K), top state Arizona. Source: 2024 IRS Form 990-PF.

EIN
94-3355399
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$100,500
Grants made (2024)
8
Average grant
$12,563
Median grant
$10,000
Total assets
$2,843,691
Primary geography
Arizona (49% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated October 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.8M

+16.6% YoY

Annual Giving

$101K

-32.9% YoY

Grant Count

8

-11.1% YoY

Avg Grant Size

$13K

-24.5% YoY

Under IRS private-foundation payout rules, The Joseph Keith Burgess Foundation a Charitable Foundation reported a distributable amount of $132K for 2024 — the minimum it must pay out in qualifying distributions.

How The Joseph Keith Burgess Foundation a Charitable Foundation gives

  • Giving grew 25% from 2021 to 2024. Method
  • In 2024 it paid out 79% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Your AI grants department

Ready to take the next step with The Joseph Keith Burgess Foundation a Charitable Foundation?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Share of 2024 grant dollars across all 8 itemized grants.

Cities

PhoenixFresnoMemphisMeridianSan FranciscoScottsdaleMaderaAdaDallasFlorhamWashington

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K4 grants2020 11 grants2021 12 grants2022 9 grants2023 8 grants2024

From 2020 to 2024, annual grant giving ranged from $81K (2021) to $186K (2022). In 2024 it made 8 grants totaling $101K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

Lilly's Voice: $30KLilly's Voice$30KCentral High School: $18KCentral High School$18KHohokam Elementary PTO: $17KHohokam Elementary PTO$17KFresno Skateboard Salvage: $10KFresno Skateboard Salvage$10KSociety of St Vincent De Paul - St Joseph Conference: $10KSociety of St Vincent De Paul- St Joseph Conference$10KSt Jude: $6KSt Jude$6KMom's Pantry: $5KMom's Pantry$5KCentral Unified School District: $5KCentral Unified SchoolDistrict$5K

The largest 2024 recipient was Lilly's Voice ($30K). Together the top 8 received $101K.

Grant Size Distribution

44 grants across all recorded years

43<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 43 grants of 44 (98%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Lilly's Voice Meridian, IDIpads with an application that allows non-verbal people to communicate$30,000
Central High School Phoenix, AZEducation$18,000
Hohokam Elementary PTO Scottsdale, AZEducation$16,500
Fresno Skateboard Salvage Fresno, CAInvolve Kids into Skateboarding$10,000
Society of St Vincent De Paul - St Joseph Conference Phoenix, AZFood, clothing, basic living necessities and financial assistance to people in need$10,000
St Jude Memphis, TNProvides Very Sick Children with Free Medical Care$6,000
Mom's Pantry Phoenix, AZProvides food and hygiene items for those in need$5,000
Central Unified School District Fresno, CAEducation$5,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M2020 2021 2022 2023 2024
Metric202420232022
Total Assets$2,843,691$2,439,492$2,140,483
Revenue$70,606$135,280$56,918
Expenses$136,515$186,030$265,417
Qualifying Distributions$105,025$161,580$194,055
Net Investment Income$42,235$110,445$29,188
Distributable Amount$132,186$112,106$115,651

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

The Joseph Keith Burgess Foundation a Charitable Foundation is led by Brian Burgess, President since 2024 (on filings since 2020); none of the 2 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Brian Burgess

    President

    Director → Treasurer, 2021

    Treasurer → President, 2024

    On filings since 2020

    2 hrs/week

    No compensation reported

  • James Slaughter

    Secretary

    Director → Secretary, 2021

    On filings since 2020

    4 hrs/week

    No compensation reported

Former officers (1)
  • Former: John Slaughter (2020–2023) — President

Data from IRS Form 990 filings, 2020–2024. "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 Joseph Keith Burgess Foundation a Charitable Foundation

How much does The Joseph Keith Burgess Foundation a Charitable Foundation give each year?

The Joseph Keith Burgess Foundation a Charitable Foundation gave $101K across 8 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $150K across 9 grants.

What is The Joseph Keith Burgess Foundation a Charitable Foundation's typical grant size?

The Joseph Keith Burgess Foundation a Charitable Foundation's median grant in 2024 was $10,000, and its average grant was $12,563, across 8 grants on its 2024 IRS Form 990-PF.

Where does The Joseph Keith Burgess Foundation a Charitable Foundation give grants?

The Joseph Keith Burgess Foundation a Charitable Foundation's top state is Arizona, with 49% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Idaho (30%) and California (15%). The most frequent recipient cities were Phoenix, AZ (3 grants) and Fresno, CA (2 grants).

Does The Joseph Keith Burgess Foundation a Charitable Foundation give general operating support?

Not in 2024: none of the 8 grants with a stated purpose on The Joseph Keith Burgess Foundation a Charitable Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Education" (3 grants).

Who are The Joseph Keith Burgess Foundation a Charitable Foundation's largest grantees?

The Joseph Keith Burgess Foundation a Charitable Foundation's largest 2024 grantees include Lilly's Voice ($30,000), Central High School ($18,000) and Hohokam Elementary PTO ($16,500), according to its 2024 IRS Form 990-PF. Together they received 64% of its itemized 2024 grant dollars.

How large is The Joseph Keith Burgess Foundation a Charitable Foundation?

The Joseph Keith Burgess Foundation a Charitable Foundation reported $2.8M in total assets on its 2024 IRS Form 990-PF. It paid out $105K in qualifying distributions that year, against a required minimum of $132K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is The Joseph Keith Burgess Foundation a Charitable Foundation's EIN?

The Joseph Keith Burgess Foundation a Charitable Foundation's EIN (Employer Identification Number) is 94-3355399. IRS Form 990 filing data is available on this page for 2020–2024.

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

Your AI grants department

Here's the math on researching The Joseph Keith Burgess Foundation a Charitable Foundation by hand.

Explore Open Grants

Browse active grant opportunities in The Joseph Keith Burgess Foundation a Charitable Foundation's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Enterprise Holdings Foundation

Saint Louis, MO

The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.

Assets

$594.3M

Grants

1

Total Given

$101.4M

Aetna Foundation Inc

Hartford, CT

Aetna Foundation supported health and wellness, access to health care, and related community needs; its 2021 grants ranged from $5,000 to $1 million, with a median of $40,000, and went to organizations across multiple states, especially in D.C. and Connecticut. Its 2021 filing was marked final, so it appears to have ended or be winding down grantmaking; that filing said there were no restrictions on who could apply and pointed applicants to its website for application materials.

Assets

—

Grants

65

Total Given

$7.2M

Executive Construction Foundation

Hillside, IL

The foundation supports nonprofits working in areas such as substance-use treatment, disability services, food access, education, housing, and cancer-related family assistance, primarily in Illinois. Its 2024 grants ranged from $235 to $25,000, with a median of $2,796. It does not accept unsolicited requests and gives only to preselected organizations.

Philanthropy, Voluntarism & Grantmaking

Assets

$1.7M

Grants

78

Total Given

$397K

Fibushendricks Family Foundation

Niles, OH

The Fibushendricks Family Foundation supports a range of charitable organizations, including health and research, community and human services, education, and Jewish organizations. Its 2025 grants ranged from $1,000 to $175,000, with a median of $22,500, and most funding went to Ohio, followed by Maryland, Pennsylvania, New York, and Florida. It funds only preselected organizations and does not accept unsolicited requests.

Assets

$24.6M

Grants

30

Total Given

$1.3M

Herbert Family Foundation

Tonka Bay, MN

The Herbert Family Foundation supports health charities, medical research and education, and hunger relief, with most 2024 funding going to Minnesota and additional grants in Virginia, Missouri, and New York. Its 10 grants in 2024 ranged from $3,000 to $96,960, with a median of $40,424. It funds only preselected organizations and does not accept unsolicited requests.

Assets

$219K

Grants

10

Total Given

$389K

The Lisa and Victor Nemeroff Foundation

Chicago, IL

Assets

$358K

Grants

79

Total Given

$25K

Dr Daniel C Hartnett Family Foundation

Long Lake, MN

Philanthropy, Voluntarism & Grantmaking

Assets

$1.4M

Grants

69

Total Given

$22K

Arizona Community Foundation

Phoenix, AZ

Arizona Community Foundation funds nonprofits, schools, tribal entities, government agencies, and most religious organizations in areas including arts and culture, community development, the environment, health, and education. Its 2025 grants had a median of $17,760; most funding goes to Arizona, though it also awards grants nationally. Competitive grants require an online application during an open cycle; the profile does not state whether unsolicited requests are accepted.

Assets

$1.2B

Grants

1,174

Total Given

$92.9M

The Picerne Family Charitable Foundation

Phoenix, AZ

The Phoenix-based Picerne Family Charitable Foundation funds nonprofits and programs in education, arts, health and mental health, older-adult services, affordable housing, equity, and the environment. Its 2025 grants had a median of $1,250, though amounts varied widely; specific programs offer awards up to $15,000 and serve areas including Southern California, San Diego, and Orange County. The profile describes application processes for certain programs but does not state whether it accepts unsolicited general requests.

Assets

$23.9M

Grants

672

Total Given

$2.5M

Petsmart Charities Inc

Phoenix, AZ

PetSmart Charities funds programs that improve companion animals’ well-being, including adoption, veterinary care, pet food assistance, and disaster response, in the U.S. and Canada. Its median grant is $15,000; the profile states that disaster-response requests are open to eligible animal welfare and human service organizations, while its veterinary-care Accelerator grants are by invitation only.

Environment & Animals

Assets

$96.8M

Grants

655

Total Given

$48.1M

Virginia G Piper Charitable Trust

Phoenix, AZ

Virginia G Piper Charitable Trust funds nonprofits and community partners serving Maricopa County, Arizona, in arts and culture, children, education, healthcare, older adults, religion, and nonprofit capacity. In 2025, grants ranged from $25 to $1 million, with a median of $7,500. It uses a competitive application process that begins with a Letter of Inquiry; unsolicited requests are not explicitly addressed.

Assets

$429.9M

Grants

483

Total Given

$24.5M

The Sprouts Healthy Communities Foundation

Phoenix, AZ

The Sprouts Healthy Communities Foundation funds nutrition education, access to fresh food, and wellness programs, especially for children through schools and community organizations. Its typical grant is around $10,000; larger multi-year grants vary, with Healthy Communities grants listed at $50,000–$100,000. It supports eligible organizations in states where Sprouts stores operate, and the profile does not state whether it accepts unsolicited requests.

Assets

$6.0M

Grants

349

Total Given

$13.1M

More Funders in Arizona

The Joseph Keith Burgess Foundation a Charitable Foundation down — hundreds of funders to go?

Want AI to do this for you?