William a Burton Charitable Trust
William a Burton Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $438K in total assets. In 2024, it awarded 3 grants totaling $22K. Net investment income was $16K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$438K
-2.0% YoY
Annual Giving
$22K
-4.7% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$7K
-4.7% YoY
Under IRS private-foundation payout rules, William a Burton Charitable Trust reported a distributable amount of $27K for 2024 — the minimum it must pay out in qualifying distributions.
About William a Burton Charitable Trust
Based on IRS filings
William a Burton Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $438K in total assets. In 2024, it awarded 3 grants totaling $22K. Net investment income was $16K.
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 | $437,970 | $446,883 | $458,436 |
| Revenue | $23,067 | $20,673 | $27,296 |
| Expenses | $31,842 | $32,113 | $37,222 |
| Qualifying Distributions | $24,935 | $25,920 | $29,770 |
| Net Investment Income | $16,285 | $14,480 | $20,620 |
| Distributable Amount | $26,566 | $24,827 | $26,058 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Oakdale United Methodist Church ($7,435), Board of Pensions of Presbyterian Church ($7,435), Spring City Cemetery Attn Donna Vaughn ($7,435).
| Recipient | Purpose | Amount |
|---|---|---|
| OAKDALE UNITED METHODIST CHURCH WEST BOYLSTON, MA | GENERAL OPERATING | $7,435 |
| BOARD OF PENSIONS OF PRESBYTERIAN CHURCH PHILADELPHIA, PA | GENERAL OPERATING | $7,435 |
| SPRING CITY CEMETERY ATTN DONNA VAUGHN SPRING CITY, TN | GENERAL OPERATING | $7,435 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| REGIONS BANK | TRUSTEE | 1 | $8,152 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is William a Burton Charitable Trust?
William a Burton Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BIRMINGHAM, AL. It holds $438K in total assets as of 2024.
How large is William a Burton Charitable Trust?
As of 2024, William a Burton Charitable Trust holds $438K in total assets with $23K in annual revenue. It awarded 3 grants totaling $22K in 2024.
Where does William a Burton Charitable Trust operate?
William a Burton Charitable Trust has awarded grants in Massachusetts, Pennsylvania, Tennessee.
What size grants does William a Burton Charitable Trust award?
In 2024, William a Burton Charitable Trust awarded 3 grants totaling $22K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is William a Burton Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, William a Burton Charitable Trust reported a distributable amount of $27K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is William a Burton Charitable Trust's EIN?
William a Burton Charitable Trust's EIN (Employer Identification Number) is 27-6471989. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in William a Burton Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.