William & Beverly Burkardt Family

Private foundation · Grantmaker Dixon, IL EIN: 45-4203285

William & Beverly Burkardt Family is a private foundation based in Dixon, Illinois. Its 2025 filing describes contributions intended to foster educational growth and medical assistance; its grants include education awards and operating contributions to community organizations.

Key facts about William & Beverly Burkardt Family

In short: William & Beverly Burkardt Family gave $35K across 32 grants in 2025 (avg $1K), mostly in Illinois. 38% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
45-4203285
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$34,943
Grants made (2025)
32
Average grant
$1,092
Median grant
$475
New grantees (estimate)
38% first-time grantees (12 of 32, 2025)
Total assets
$1,223,857
Primary geography
Illinois (74% of itemized 2025 grant dollars)
How to apply
For scholarship awards, send a written request for funds and a brief resume of academic qualifications, usually a transcript of grades, to Beverly Burkardt. Full details ↓
Deadline
N/A on the filing.

Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.2M

+3.9% YoY

Annual Giving

$35K

-9.9% YoY

Grant Count

32

-13.5% YoY

Avg Grant Size

$1K

+4.1% YoY

Under IRS private-foundation payout rules, William & Beverly Burkardt Family reported a distributable amount of $64K for 2025 — the minimum it must pay out in qualifying distributions.

Is William & Beverly Burkardt Family open to new grantees?

38%

first-time grantees, 2025

In 2025, 12 of 32 grantees (38%) were first-time recipients. First grants averaged $925; repeat grants $1K. How we count

Medians: $400 first-time, $500 repeat.

  • 41% of 2025 grantees were also funded in 2024. Method
  • Giving fell 48% from 2022 to 2025. Method
  • In 2025 it paid out 56% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The foundation’s filing describes its direct charitable activity as providing contributions to organizations in an attempt to foster educational growth and medical assistance. Its 2025 giving included grants designated for education as well as operating contributions to local organizations.

Among the grantees, Aurora University describes its work as empowering students through learning, while the University of Wisconsin–Platteville reports that its grant supports student organizations and campus activities. Rock River Hospice and Home describes its work as providing care and support to people facing serious illness, death, and grief. These are descriptions of the grantees’ missions, not the foundation’s.

Grantmaking

In 2025, the foundation reported 32 grants totaling $34,943. Grants ranged from $100 to $7,250, with a median of $475. The largest listed awards included $7,250 to Heritage Square in Dixon for an operating contribution, $4,549 to Polo Historical Society for an operating contribution, and $3,000 to Sauk Valley Community College for education. Other notable awards were $2,629 to Polo Senior Center, $2,500 to the Village of Mount Morris, and $2,000 to St. Anne’s Church, each for an operating contribution.

The filing says scholarship applicants must submit a written request for funds and a brief resume of academic qualifications, usually provided through a transcript of grades. The foundation reviews requests and awards funds to candidates it considers most deserving to assist them in pursuing higher education at a college or university.

Review Cycle

N/A on the filing.

How to Apply

For scholarship awards, send a written request for funds and a brief resume of academic qualifications, usually a transcript of grades, to Beverly Burkardt. The filing lists no restrictions on awards.

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Geographic Focus

Where this funder awards grants

In 2025, 74% of grant dollars went to recipients in Illinois. The next-largest state shares were Alabama (6%), Iowa (4%), Missouri (4%), and North Carolina (3%). Listed Illinois recipients include organizations in Dixon, Polo, and Mount Morris.

Grant Distribution by State

20states

Share of 2025 grant dollars across all 32 itemized grants.

Cities

DixonPoloChicagoSterlingRockfordOregonMount MorrisBirminghamMemphisBoys TownGenevaPaintsvilleAmesMadisonNew YorkPlattevilleSan AngeloTampaWoodbridgeChamberlain

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K60 grants2019 59 grants2020 47 grants2021 45 grants2022 34 grants2023 37 grants2024 32 grants2025

From 2019 to 2025, annual grant giving ranged from $16K (2021) to $67K (2022). In 2025 it made 32 grants totaling $35K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Heritage Square: $7KHeritage Square$7KPolo Historical Society: $5KPolo Historical Society$5KSauk Valley Community College: $3KSauk Valley Community College$3KPolo Senior Center: $3KPolo Senior Center$3KVillage of Mount Morris: $3KVillage of Mount Morris$3KSt Anne's Church: $2KSt Anne's Church$2KIowa State University: $2KIowa State University$2KUniversity of Alabama: $2KUniversity of Alabama$2KUniversity of Missouri: $2KUniversity of Missouri$2KSamaritan Purse - Hurricane Relief: $1KSamaritan Purse - HurricaneRelief$1K

The largest 2025 recipient was Heritage Square ($7K). Together the top 10 received $27K.

Grant Size Distribution

195 grants across all recorded years

195<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 195 grants of 195 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Heritage Square Dixon, ILOperating Contribution$7,250
Polo Historical Society Polo, ILOperating Contribution$4,549
Sauk Valley Community College Dixon, ILEducation$3,000
Polo Senior Center Polo, ILOperating Contribution$2,629
Village of Mount Morris Mt Morris, ILOperating Contribution$2,500
St Anne's Church Dixon, ILOperating Contribution$2,000
Iowa State University Ames, IAEducation$1,500
University of Alabama Tuscaloosa, ALEducation$1,500
University of Missouri Columbia, MOEducation$1,500
Samaritan Purse - Hurricane Relief Boone, NCOperating Contribution$1,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grant sum Grant count
2025 $1,223,857 $97,424 $50,935 $34,943 32
2024 $1,177,368 $47,879 $54,802 $38,800 37
2023 $1,184,291 $32,461 $77,458 $62,325 34
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,223,857$1,177,368$1,184,291
Revenue$97,424$47,879$32,461
Expenses$50,935$54,802$77,458
Qualifying Distributions$35,893$39,700$63,187
Net Investment Income$84,428$39,928$24,894
Distributable Amount$63,960$60,933$58,730

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS June 18, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 17, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
  7. Added Form 990-PF for fiscal year 2025 (received by the IRS August 27, 2026)
  8. IRS filings on file for fiscal years 2019–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists William Burkardt as president, Beverly Burkardt as vice president, and Patricia Brewer, Paula Faivre, and Penny Burkardt as directors.

William & Beverly Burkardt Family is led by William Burkardt, President on every filing since 2019; none of the 5 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • William Burkardt

    President

    On filings since 2019

    2 hrs/week

    No compensation reported

  • Patricia Brewer

    Director

    On filings since 2019

    2 hrs/week

    No compensation reported

  • Paula Faivre

    Director

    On filings since 2019

    2 hrs/week

    No compensation reported

  • Penny Burkardt

    Director

    On filings since 2024

    2 hrs/week

    No compensation reported

  • Beverly Burkardt

    Vice President

    On filings since 2019

    2 hrs/week

    No compensation reported

Former officers (2)
  • Former: Pamela Ballard (2019–2023) — Director
  • Former: Penny Foster (2019–2023) — Director

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Application contact: Beverly Burkardt
Mailing address: 1660 Overlook Dr, Dixon, IL 61021
Phone: (815) 946-3081
Email: bburkardt@frontiernet.net

Frequently asked questions about William & Beverly Burkardt Family

How much does William & Beverly Burkardt Family give each year?

William & Beverly Burkardt Family gave $35K across 32 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $39K across 37 grants.

What is William & Beverly Burkardt Family's typical grant size?

William & Beverly Burkardt Family's median grant in 2025 was $475, and its average grant was $1,092, across 32 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from William & Beverly Burkardt Family that year got $925 on average.

Where does William & Beverly Burkardt Family give grants?

William & Beverly Burkardt Family gives mostly in Illinois: 74% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Alabama (6%). The most frequent recipient cities were Dixon, IL (6 grants), Polo, IL (5 grants), Chicago, IL (2 grants) and Sterling, IL (2 grants).

Does William & Beverly Burkardt Family give general operating support?

Yes: 69% of William & Beverly Burkardt Family's 2025 grants with a stated purpose (22 of 32) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Education" (10 grants).

Who are William & Beverly Burkardt Family's largest grantees?

William & Beverly Burkardt Family's largest 2025 grantees include Heritage Square ($7,250), Polo Historical Society ($4,549) and Sauk Valley Community College ($3,000), according to its 2025 IRS Form 990-PF. Together they received 42% of its itemized 2025 grant dollars.

How large is William & Beverly Burkardt Family?

William & Beverly Burkardt Family reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $36K in qualifying distributions that year, against a required minimum of $64K (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 does William & Beverly Burkardt Family fund?

The foundation’s filing describes its direct charitable activity as providing contributions to organizations in an attempt to foster educational growth and medical assistance. Its 2025 giving included grants designated for education as well as operating contributions to local organizations. See mission & focus areas ↑

How do I apply for a grant from William & Beverly Burkardt Family?

For scholarship awards, send a written request for funds and a brief resume of academic qualifications, usually a transcript of grades, to Beverly Burkardt. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is William & Beverly Burkardt Family's EIN?

William & Beverly Burkardt Family's EIN (Employer Identification Number) is 45-4203285. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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