The Shermon C Burgess
The Shermon C Burgess is a private foundation, based in Jacksonville, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $186K in total assets. In 2025, it awarded 3 grants totaling $28K. Net investment income was $6K.
The Shermon C Burgess at a glance
In short: The Shermon C Burgess gave $28K across 3 grants in 2025 (avg $9K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $28,000
- -6.7% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $9,333
- -6.7% vs 2024
- Median grant
- $10,000
- Total assets
- $186,397
- +3.1% vs 2024
- Primary geography
- North Carolina (54% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Shermon C Burgess funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Billy Graham Ministries ($15K). Together the top 3 received $28K.
Grant Size Distribution
17 grants across all recorded years
The most common grant size was under $50K: 17 grants of 17 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
How The Shermon C Burgess gives
- Giving grew 40% from 2022 to 2025. Method
- In 2025 it paid out 394% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $10K (2020) to $30K (2024). In 2025 it made 3 grants totaling $28K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Billy Graham Ministries Charlotte, NC | Support | $15,000 |
| Ortega Methodist Church Jacksonville, FL | Support | $10,000 |
| Bethel Perpetual Ceremony Fund Jacksonville, FL | Support | $3,000 |
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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 | $186,397 | $34,400 | $28,708 | $28,000 | 3 | $28,000 | $5,778 | $7,106 |
| 2024 | $180,705 | $36,795 | $30,643 | $30,000 | 3 | $30,000 | $6,152 | $8,662 |
| 2023 | $174,553 | $39,566 | $30,497 | $30,000 | 4 | $30,000 | $4,069 | $8,316 |
| 2022 | $165,484 | $20,654 | $20,534 | $20,000 | 2 | $20,000 | $120 | $8,112 |
| 2021 | $164,014 | $25,945 | $23,269 | $22,200 | 5 | $22,200 | $945 | — |
| 2020 | $161,338 | $14,099 | $10,515 | $10,000 | 2 | — | $4,099 | $7,801 |
Under IRS private-foundation payout rules, The Shermon C Burgess reported a distributable amount of $7K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Shermon C Burgess's only listed officer is Shermon C. Burgess, Incorporator on every filing since 2020 (uncompensated).
Officers on the 2025 filing
Shermon C. Burgess
Incorporator
On filings since 2020
1 hr/week
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 Shermon C Burgess
How much does The Shermon C Burgess give each year?
The Shermon C Burgess gave $28K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $30K across 3 grants.
What is The Shermon C Burgess's typical grant size?
The Shermon C Burgess's median grant in 2025 was $10,000, and its average grant was $9,333, across 3 grants on its 2025 IRS Form 990-PF.
Where does The Shermon C Burgess give grants?
The Shermon C Burgess gives mostly in North Carolina: 54% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Florida (46%). The most frequent recipient cities were Jacksonville, FL (2 grants).
Does The Shermon C Burgess give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on The Shermon C Burgess's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Support" (3 grants).
How large is The Shermon C Burgess?
The Shermon C Burgess reported $186K in total assets on its 2025 IRS Form 990-PF. It paid out $28K in qualifying distributions that year, against a required minimum of $7K (roughly 5% of its investment assets).
What is The Shermon C Burgess's EIN?
The Shermon C Burgess's EIN (Employer Identification Number) is 59-3680441. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 29, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 23, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 11, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 10, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 17, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work The Shermon C Burgess funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in The Shermon C Burgess's focus areas in our free grants database
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