The Joseph Keith Burgess Foundation a Charitable Foundation
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 8 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
The largest 2024 recipient was Lilly's Voice ($30K). Together the top 8 received $101K.
Grant Size Distribution
44 grants across all recorded years
The most common grant size was under $50K: 43 grants of 44 (98%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Lilly's Voice Meridian, ID | Ipads with an application that allows non-verbal people to communicate | $30,000 |
| Central High School Phoenix, AZ | Education | $18,000 |
| Hohokam Elementary PTO Scottsdale, AZ | Education | $16,500 |
| Fresno Skateboard Salvage Fresno, CA | Involve Kids into Skateboarding | $10,000 |
| Society of St Vincent De Paul - St Joseph Conference Phoenix, AZ | Food, clothing, basic living necessities and financial assistance to people in need | $10,000 |
| St Jude Memphis, TN | Provides Very Sick Children with Free Medical Care | $6,000 |
| Mom's Pantry Phoenix, AZ | Provides food and hygiene items for those in need | $5,000 |
| Central Unified School District Fresno, CA | Education | $5,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
- 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.
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