The Joseph Keith Burgess Foundation
The Joseph Keith Burgess Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
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 reported a distributable amount of $132K for 2024 — the minimum it must pay out in qualifying distributions.
About The Joseph Keith Burgess Foundation
Based on IRS filings
The Joseph Keith Burgess Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
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 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
44 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Lilly's Voice ($30,000), Central High School ($18,000), Hohokam Elementary Pto ($16,500).
| Recipient | Purpose | Amount |
|---|---|---|
| CENTRAL HIGH SCHOOL PHOENIX, AZ | EDUCATION | $18,000 |
| FRESNO SKATEBOARD SALVAGE FRESNO, CA | INVOLVE KIDS INTO SKATEBOARDING | $10,000 |
| HOHOKAM ELEMENTARY PTO SCOTTSDALE, AZ | EDUCATION | $16,500 |
| LILLY'S VOICE MERIDIAN, ID | IPADS WITH AN APPLICATION THAT ALLOWS NON-VERBAL PEOPLE TO COMMUNICATE | $30,000 |
| MOM'S PANTRY PHOENIX, AZ | PROVIDES FOOD AND HYGIENE ITEMS FOR THOSE IN NEED | $5,000 |
| 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 |
| CENTRAL UNIFIED SCHOOL DISTRICT FRESNO, CA | EDUCATION | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BRIAN BURGESS | PRESIDENT | 2 | — |
| JAMES SLAUGHTER | SECRETARY | 4 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Joseph Keith Burgess Foundation?
The Joseph Keith Burgess Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PHOENIX, AZ. It holds $2.8M in total assets as of 2024.
How large is The Joseph Keith Burgess Foundation?
As of 2024, The Joseph Keith Burgess Foundation holds $2.8M in total assets with $71K in annual revenue. It awarded 8 grants totaling $101K in 2024.
Where does The Joseph Keith Burgess Foundation operate?
The Joseph Keith Burgess Foundation has awarded grants in Arizona, California, District of Columbia, Idaho, Michigan, New Jersey, Tennessee, Texas.
What size grants does The Joseph Keith Burgess Foundation award?
In 2024, The Joseph Keith Burgess Foundation awarded 8 grants totaling $101K — an average of about $13K per grant, based on its IRS Form 990 filings.
How much is The Joseph Keith Burgess Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Joseph Keith Burgess Foundation reported a distributable amount of $132K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Joseph Keith Burgess Foundation's EIN?
The Joseph Keith Burgess Foundation's EIN (Employer Identification Number) is 94-3355399. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Joseph Keith Burgess Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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