Nonprofit · EIN 57-1159138
PATRICIA STEWART BURGESS FOUNDATION INC
Tax-exempt · MACON, GA 31208
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $387,679 | $357,950 | $29,729 | $9,106,998 | $9,268 | $9,097,730 |
| December 31, 2024 | 990-PF | $397,729 | $294,621 | $103,108 | $8,062,851 | $9,268 | $8,053,583 |
| December 31, 2023 | 990-PF | $170,232 | $295,004 | -$124,772 | $7,084,025 | $9,268 | $7,074,757 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $209,184
- Interest
- $168
- Net gain from sales of assets
- $173,476
- Other income
- $4,851
Expenses
- Grants and similar amounts paid
- $334,825
- Disbursements for charitable purposes
- $334,825
- Excise tax on investment income
- $5,321
Balance sheet and other
- Total assets, start of year
- $8,062,851
- Total assets, end of year
- $9,106,998
- Total liabilities, end of year
- $9,268
- Net assets, end of year
- $9,097,730
- Qualifying distributions
- $334,825
- Net investment income
- $382,828
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Rebecca R Burgess P O Box 4146, Macon, GA 312084146 | Vice President | 1 | $0 |
| Robert S Burgess 108 Troon Way, Macon, GA 31210 | President | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Malcolm S Burgess Jr P O Box 4146, Macon, GA 312084146 | Chairman | 2 | $0 |
| Rebecca R Burgess P O Box 4146, Macon, GA 312084146 | Director | 1 | $0 |
| Robert S Burgess 108 Troon Way, Macon, GA 31210 | Director | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Malcolm S Burgess Jr P O Box 4146, Macon, GA 312084146 | Chairman | 2 | $0 |
| Rebecca R Burgess P O Box 4146, Macon, GA 312084146 | Director | 1 | $0 |
| Robert S Burgess 108 Troon Way, Macon, GA 31210 | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 4146, MACON, GA 31208-4146
- In care of
- % MALCOLM S BURGESS JR
- Signed the 990-PF
- Robert S Burgess, President
- Return prepared by
- CLH CPAs LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 57-1159138
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $9,106,998
- Income (IRS master file)
- $827,712
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $387,679 | $357,950 | $9,106,998 | XML |
| 990-PF | December 2024 | $397,729 | $294,621 | $8,062,851 | XML |
| 990-PF | December 2023 | $170,232 | $295,004 | $7,084,025 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 57-1159138).
Questions about PATRICIA STEWART BURGESS FOUNDATION INC
- What is the EIN of PATRICIA STEWART BURGESS FOUNDATION INC?
- The employer identification number (EIN) of PATRICIA STEWART BURGESS FOUNDATION INC is 57-1159138.
- Is PATRICIA STEWART BURGESS FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to PATRICIA STEWART BURGESS FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PATRICIA STEWART BURGESS FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PATRICIA STEWART BURGESS FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PATRICIA STEWART BURGESS FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of PATRICIA STEWART BURGESS FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does PATRICIA STEWART BURGESS FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $387,679, expenses of $357,950 and total assets of $9,106,998 at year end.
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