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

+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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $233K (100%)

States

Massachusetts

Cities

Lexington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
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

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Agassiz Village ($42,512).

Recipient	Purpose	Amount
AGASSIZ VILLAGE LEXINGTON, MA	UNRESTRICTED GENERAL	$42,512

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$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.