Paul H Burgett Educational Fund
EIN 956240155Total Given 2016–2024
$1.2M
8 grants · $133K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$157K
typical big bets · $135K–$158K
grant size
100%
deep partner · 1/1 multi-year
repeat
$3.7M
Assets (2024)
1
Distinct Recipients
About
THE CALIFORNIA ATTORNEY GENERAL'S REGISTRY OF CHARITABLE TRUSTS HAS WAIVED THE ANNUAL REPORTING REQUIREMENT BECAUSE THIS TRUST HAS A SOLE CORPORATE TRUSTEE THAT IS SUBJECT TO THE JURISDICTION OF THE COMPTROLLER OF THE CURRENCY OF THE UNITED STATES.
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(888) 866-3275
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $158K | $2.9M | $2K | 1 |
| 2017 | $127K | $3.2M | $251K | 1 |
| 2018 | $137K | $2.8M | $242K | 1 |
| 2020 | $157K | $3.7M | $226K | 1 |
| 2021 | $157K | $4.0M | $701K | 1 |
| 2022 | $179K | $3.1M | $-68K | 1 |
| 2023 | $119K | $3.4M | $93K | 1 |
| 2024 | $159K | $3.7M | $339K | 1 |
Grant Size Distribution
Based on 8 grants on record
Minimum
$119K
25th Pctl
$135K
Median
$157K
Average
$149K
75th Pctl
$158K
Maximum
$179K
Geographic Distribution
Officers & Directors
BA
Bank of America
Trustee
BA
Bank of America
Trustee
BA
Bank of America
Trustee
BA
Bank of America
Trustee
BA
Bank of America N a
Trustee
BA
Bank of America N a
Trustee
BA
Bank of America N a
Trustee
BA
Bank of America N a
Trustee
Grants Awarded (8 total)
| Purpose | ||||
|---|---|---|---|---|
| Grinnell College | Grinnell, IA | $178,635 | SCHOLARSHIPS FOR BOOKS & | 2022 |
| Grinnell College | Grinnell, IA | $159,139 | SCHOLARSHIPS FOR BOOKS & | 2024 |
| Grinnell College | Grinnell, IA | $158,240 | SCHOLARSHIPS FOR BOOKS & | 2016 |
| Grinnell College | Grinnell, IA | $156,683 | SCHOLARSHIPS FOR BOOKS & | 2021 |
| Grinnell College | Grinnell, IA | $156,536 | SCHOLARSHIPS FOR BOOKS & | 2020 |
| Grinnell College | Grinnell, IA | $137,279 | SCHOLARSHIPS FOR BOOKS & | 2018 |
| Grinnell College | Grinnell, IA | $127,455 | SCHOLARSHIPS FOR BOOKS & | 2017 |
| Grinnell College | Grinnell, IA | $118,550 | SCHOLARSHIPS FOR BOOKS & | 2023 |