William O Burnett Charitable Foundation

Private foundation · Grantmaker Fernandina Beach, FL EIN: 26-4392223

William O Burnett Charitable Foundation is a private foundation, based in Fernandina Beach, FL. IRS filing data is available from 2020 through 2022. In 2022, it awarded 3 grants totaling $963K. Net investment income was $515K.

William O Burnett Charitable Foundation at a glance

In short: William O Burnett Charitable Foundation gave $963K across 3 grants in 2022 (avg $321K), mostly in New York. Source: 2022 IRS Form 990-PF.

Annual giving (2022)
$962,774
+1650.5% vs 2021
Grants made (2022)
3
-57.1% vs 2021
Average grant
$320,925
+3984.5% vs 2021
Median grant
$350,000
Primary geography
New York (64% of itemized 2022 grant dollars)
Latest 990 filing
Form 990-PF, 2022 View filing

Data from IRS Form 990-PF, 2022; updated September 2026.

Who William O Burnett Charitable Foundation funds

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2022

Frost Valley YMCA: $600KFrost Valley YMCA$600KSound Waters: $350KSound Waters$350KNassau County Council for the Aging: $13KNassau County Council for theAging$13K

The largest 2022 recipient was Frost Valley YMCA ($600K). Together the top 3 received $963K.

Grant Size Distribution

16 grants across all recorded years

14<$50K$50–100K$100–250K1$250–500K1$500K–1M$1–5M$5M+

The most common grant size was under $50K: 14 grants of 16 (88%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of 2022 grant dollars across all 3 itemized grants.

Cities

StamfordFernandina BeachMargaretvilleClarkvilleClaryvilleFernandinaHartfordMontclairNew HavenNew YorkUniondaleWallingford

How William O Burnett Charitable Foundation gives

  • In 2022 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$250K$500K$750K$1M6 grants2020 7 grants2021 3 grants2022

From 2020 to 2022, annual grant giving ranged from $52K (2020) to $963K (2022). In 2022 it made 3 grants totaling $963K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Frost Valley YMCA Clarkville, NYGeneral Purposes$600,000
Sound Waters Stamford, CTGeneral Purposes$350,000
Nassau County Council for the Aging Uniondale, NYGeneral Purposes$12,774
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2022—$513,831$964,042$962,7743$962,774$514,831$25,813
2021$1,113,779$21,136$56,441$55,0007$55,853$19,282$53,498
2020$1,054,206$-12,626$53,399$52,0006—$19,113$42,021

Under IRS private-foundation payout rules, William O Burnett Charitable Foundation reported a distributable amount of $26K for 2022 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

William O Burnett Charitable Foundation is led by Penney P. Burnett, President on every filing since 2020; none of the 4 officers listed in 2022 report compensation.

Officers on the 2022 filing

  • Penney P. Burnett

    President

    On filings since 2020

    40 hrs/week

    No compensation reported

  • Franklin Montgomery

    Director

    On filings since 2020

    5 hrs/week

    No compensation reported

  • Jennifer B. Hu

    Director

    On filings since 2020

    5 hrs/week

    No compensation reported

  • Peter S. Burnett

    Director

    On filings since 2020

    5 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2022. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about William O Burnett Charitable Foundation

How much does William O Burnett Charitable Foundation give each year?

William O Burnett Charitable Foundation gave $963K across 3 grants in 2022, according to its 2022 IRS Form 990-PF. In 2021 it gave $55K across 7 grants.

What is William O Burnett Charitable Foundation's typical grant size?

William O Burnett Charitable Foundation's median grant in 2022 was $350,000, and its average grant was $320,925, across 3 grants on its 2022 IRS Form 990-PF.

Where does William O Burnett Charitable Foundation give grants?

William O Burnett Charitable Foundation gives mostly in New York: 64% of the grant dollars itemized on its 2022 IRS Form 990-PF went to recipients there. The next largest state was Connecticut (36%).

Does William O Burnett Charitable Foundation give general operating support?

Yes: 100% of William O Burnett Charitable Foundation's 2022 grants with a stated purpose (3 of 3) were for general or operating support, per its 2022 IRS Form 990-PF.

How much is William O Burnett Charitable Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2022, William O Burnett Charitable Foundation reported a distributable amount of $26K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is William O Burnett Charitable Foundation's EIN?

William O Burnett Charitable Foundation's EIN (Employer Identification Number) is 26-4392223. IRS Form 990 filing data is available on this page for 2020–2022.

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

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2022

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from William O Burnett Charitable Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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