William O Burnett Charitable Foundation

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.

Financial Overview

From 2022 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$963K

+1650.5% YoY

Grant Count

-57.1% YoY

Avg Grant Size

$321K

+3984.5% YoY

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.

About William O Burnett Charitable Foundation

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $643K (60%)

Connecticut $385K (36%)

New Jersey $25K (2%)

Florida $17K (2%)

States

Connecticut Florida New Jersey New York

Cities

ClarkvilleClaryvilleFernandinaFernandina BeachHartfordMargaretvilleMontclairNew HavenNew YorkStamfordUniondaleWallingford

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2022	2021	2020
Total Assets	—	$1,113,779	$1,054,206
Revenue	$513,831	$21,136	$-12,626
Expenses	$964,042	$56,441	$53,399
Qualifying Distributions	$962,774	$55,853	—
Net Investment Income	$514,831	$19,282	$19,113
Distributable Amount	$25,813	$53,498	$42,021

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 2022

Grant Size Distribution

16 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2022 grants, the largest include Frost Valley Ymca ($600,000), Sound Waters ($350,000), Nassau County Council for the Aging ($12,774).

Recipient	Purpose	Amount
NASSAU COUNTY COUNCIL FOR THE AGING UNIONDALE, NY	GENERAL PURPOSES	$12,774
FROST VALLEY YMCA CLARKVILLE, NY	GENERAL PURPOSES	$600,000
SOUND WATERS STAMFORD, CT	GENERAL PURPOSES	$350,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2022 IRS filing

From 2022 filing

Name	Title	Hours	Compensation
PENNEY P BURNETT	PRESIDENT	40	—
PETER S BURNETT	DIRECTOR	5	—
JENNIFER B HU	DIRECTOR	5	—
FRANKLIN MONTGOMERY	DIRECTOR	5	—

Frequently Asked Questions

Where does William O Burnett Charitable Foundation operate?

William O Burnett Charitable Foundation has awarded grants in Connecticut, Florida, New Jersey, New York.

What size grants does William O Burnett Charitable Foundation award?

In 2022, William O Burnett Charitable Foundation awarded 3 grants totaling $963K — an average of about $321K per grant, based on its IRS Form 990 filings.

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.