Private foundation (trust)EIN 861247291Est. 2022-12

Bur Oak Foundation

Wilmington, DE 198091377

Total Assets

$2.6M

FY 2023

Annual Giving

$945K

FY 2023

Grants Made

16

FY 2023

Avg Grant

$59K

FY 2023

Grant Range

$1K–$250K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Expenses

$993K

Qualifying Distributions

$963K

Distributable Amount

$147K

Min. Investment Return

$148K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

16 grants

Grant sizes from minimum $1K through median $50K to maximum $250K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

3 years

Giving over time from 2021 to 2023. Peak $945K in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

40 grants

THE YOUNG MENS CHRISTIAN ASSOCIATION OF NORTHERN U
$300K
3 grants
FRIENDS OF TRACY AVIARY 09-20-93
$270K
3 grants
EARTHJUSTICE
$230K
2 grants
WASATCH COMMUNITY GARDENS
$225K
3 grants
THE NATURE CONSERVANCY IN UTAH
$200K
2 grants
THEODORE ROOSEVELT CONSERVATION PARTNERSHIP INC
$150K
3 grants
PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE
$125K
1 grant
GREAT BASIN WATER NETWORK INC
$125K
3 grants

Grant Size Distribution

40 grants

<$10K
9
grants
$10–50K
18
grants
$50–250K
13
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

8 states

Utah
$1.4M
61% of total
California
$330K
15% of total
District of Columbia
$150K
7% of total
Vermont
$125K
6% of total
Nevada
$125K
6% of total
Florida
$50K
2% of total
Montana
$50K
2% of total
New York
$45K
2% of total

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Bur Oak Foundation — Grants, Financials & Contact | Grantivo