William F Burdett

DALLAS, TX EIN: 04-6026185

William F Burdett is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 1 grants totaling $43K. Net investment income was $85K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.0M

+4.4% YoY

Annual Giving

$43K

-12.5% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$43K

-12.5% YoY

Under IRS private-foundation payout rules, William F Burdett reported a distributable amount of $59K for 2025 — the minimum it must pay out in qualifying distributions.

About William F Burdett

Based on IRS filings

William F Burdett is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 1 grants totaling $43K. Net investment income was $85K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

Lexington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$52K$104K$156K$208K20212022202320242025
Metric202520242023
Total Assets$1,009,597$967,457$964,538
Revenue$96,847$34,795$-5,748
Expenses$59,473$63,760$55,454
Qualifying Distributions$48,563$54,202$42,409
Net Investment Income$85,378$22,721$12,428
Distributable Amount$59,041$55,224$51,049

Giving Over Time

Total grant dollars and number of grants per year

$0$15K$30K$45K$60K1 grants20211 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

AGASSIZ VILLAGE$43K

Grant Size Distribution

5 grants across all recorded years

4<$50K1$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 Agassiz Village ($42,512).

RecipientPurposeAmount
AGASSIZ VILLAGE LEXINGTON, MAUNRESTRICTED GENERAL$42,512

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

BANK OF AMERICATRUSTEE$14K

From 2025 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$13,790

Frequently Asked Questions

How large is William F Burdett?

As of 2025, William F Burdett holds $1.0M in total assets with $97K in annual revenue. It awarded 1 grants totaling $43K in 2025.

Where does William F Burdett operate?

William F Burdett has awarded grants in Massachusetts.

What size grants does William F Burdett award?

In 2025, William F Burdett awarded 1 grants totaling $43K — an average of about $43K per grant, based on its IRS Form 990 filings.

How much is William F Burdett required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, William F Burdett reported a distributable amount of $59K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is William F Burdett's EIN?

William F Burdett's EIN (Employer Identification Number) is 04-6026185. 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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