The Wr Burgess Foundation

EL PASO, TX EIN: 74-2443002

The Wr Burgess Foundation is a private foundation, based in EL PASO, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $369K in total assets. In 2025, it awarded 9 grants totaling $50K. Net investment income was $11K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$369K

-9.9% YoY

Annual Giving

$50K

+20.4% YoY

Grant Count

9

+0.0% YoY

Avg Grant Size

$6K

+20.4% YoY

Under IRS private-foundation payout rules, The Wr Burgess Foundation reported a distributable amount of $19K for 2025 — the minimum it must pay out in qualifying distributions.

About The Wr Burgess Foundation

Based on IRS filings

The Wr Burgess Foundation is a private foundation, based in EL PASO, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $369K in total assets. In 2025, it awarded 9 grants totaling $50K. Net investment income was $11K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

9states
+1 more states

Cities

Boynton BeachClear SpringCoeur DalenExtonGlen MillsJacksonvilleKennett SquareLancasterMalvernMedfordMinneolaMount LaurelOklahoma CityOrlandoPeachtree CityPottstownWindsorWinter Garden

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$15K$31K$46K$62K20212022202320242025
Metric202520242023
Total Assets$368,517$408,932$405,117
Revenue$15,885$50,486$9,903
Expenses$56,300$46,671$41,178
Qualifying Distributions$51,740$41,674$35,203
Net Investment Income$11,325$45,563$8,793
Distributable Amount$18,732$18,438$19,112

Giving Over Time

Total grant dollars and number of grants per year

$0$13K$25K$38K$50K13 grants20219 grants202210 grants20239 grants20249 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2025

CAMP SOUTHERN GROUND$34KA HAVEN$6KMALVERN RETREAT HOUSE$3KGENERATION LIFE$2KVERTICAL RAISE$2KRESURRECTION CATHOLIC CH…$1KBAR DOWN LACCROSS$1KLONGWOOD GARDENS$800ST JOHN VIANNEY CATHOLIC…$500

Grant Size Distribution

50 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Camp Southern Ground ($34,000), A Haven ($6,069), Malvern Retreat House ($2,805).

RecipientPurposeAmount
ST JOHN VIANNEY CATHOLIC CHURCH ORLANDO, FLGENERAL SUPPORT$500
A HAVEN EXTON, PAGENERAL SUPPORT$6,069
RESURRECTION CATHOLIC CHURCH WINTER GARDEN, FLGENERAL SUPPORT.$1,000
CAMP SOUTHERN GROUND PEACHTREE CITY, GAGENERAL SUPPORT.$34,000
LONGWOOD GARDENS KENNETT SQUARE, PAGENERAL SUPPORT$800
VERTICAL RAISE COEUR DALEN, IDGENERAL SUPPORT$1,655
BAR DOWN LACCROSS WINTER GARDEN, FLGENERAL SUPPORT.$1,000
MALVERN RETREAT HOUSE GLEN MILLS, PAGENERAL SUPPORT.$2,805
GENERATION LIFE GLEN MILLS, PAGENERAL SUPPORT.$2,341

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
JEFFREY S BURGESSPRES/TREAS
CLYDE A PINE JRVP/SECR
STEPHEN P BURGESSTRUSTEE
QUINTEN A BURGESSTRUSTEE

Frequently Asked Questions

How large is The Wr Burgess Foundation?

As of 2025, The Wr Burgess Foundation holds $369K in total assets with $16K in annual revenue. It awarded 9 grants totaling $50K in 2025.

Where does The Wr Burgess Foundation operate?

The Wr Burgess Foundation has awarded grants in Connecticut, Florida, Georgia, Idaho, Massachusetts, Maryland, New Jersey, Oklahoma, Pennsylvania.

What size grants does The Wr Burgess Foundation award?

In 2025, The Wr Burgess Foundation awarded 9 grants totaling $50K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is The Wr Burgess Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, The Wr Burgess Foundation reported a distributable amount of $19K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Wr Burgess Foundation's EIN?

The Wr Burgess Foundation's EIN (Employer Identification Number) is 74-2443002. IRS Form 990 filing data is available on this page for 2021–2025.

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

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