James F & Nelle E Burgess Foundation
- Assets
- $94.9k
- Revenue
- $1.7k
- Investments
- $90.2k
- Employees
- 0
- Location
- Greenville, SC
- Founding
- 05/1964
- Data as of
- 12/2022
- EIN
- 57-6023535
Organization Overview
James F & Nelle E Burgess Foundation is located in Greenville, SC. The organization was established in 1964. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. James F & Nelle E Burgess Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, James F & Nelle E Burgess Foundation generated $1.7k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (7.9%) each year. All expenses for the organization totaled $9.8k during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (0.8%) per year over the past 8 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
ATTACHED SCHEDULE LISTS ALL CHARITABLE ACTIVITIES RECEIVING DONATIONS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Pamela B Shucker Trustee | 2 | $6,000 | |
Burgess Shucker Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $1 |
| Dividends & Interest | $2,371 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$706 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $1,666 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $6,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $508 |
| Depreciation | $233 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $14 |
| Other expenses | $0 |
| Total operating and administrative expenses | $7,405 |
| Contributions, gifts, grants paid | $2,347 |
| Total expenses and disbursements | $9,752 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2,485 |
| Savings and temporary cash investments | $2,014 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $90,219 |
| Net Land, buildings, and equipment | $176 |
| Other assets | $0 |
| Total assets | $94,894 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $510 |
| Total liabilities | $510 |
Grants Awarded
Over the last fiscal year, James F & Nelle E Burgess Foundation has awarded $2,347 in support to 21 organizations.
| Grant Recipient | Amount |
|---|---|
FRIENDS OF REEDY RIVER PURPOSE: ORGANIZATION'S ESTABLISHED CHARITABLE PURPOSE. | $25 |
WORLD VISION PURPOSE: ORGANIZATION'S ESTABLISHED CHARITABLE PURPOSE. | $362 |
SC NATIVE PLANT SOCIETY PURPOSE: ORGANIZATION'S ESTABLISHED CHARITABLE PURPOSE. | $25 |
CONSERVING CAROLINA PURPOSE: ORGANIZATION'S ESTABLISHED CHARITABLE PURPOSE. | $85 |
THE NATURE CONSERVANCY OF SC PURPOSE: ORGANIZATION'S ESTABLISHED CHARITABLE PURPOSE. | $50 |
SC CONSERVATION VOTERS ED FUND PURPOSE: ORGANIZATION'S ESTABLISHED CHARITABLE PURPOSE. | $50 |