Jeffrey & Mary Burdge Charitable Foundation

Hershey, PA
Tax-exempt since Jan. 2001
EIN: 25-6682889

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$167k (2024)

Expenses

$135k (2024)

Total Assets

$1.11M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Aug.
2024

Revenue

$167,267

Expenses

$134,983

Net Income

$32,284

Net Assets

$1,112,822

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,916	1.7%
Dividends	$42,583	25.5%
Sales of Assets	$121,768	72.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$123,171	91.2%
Compensation of Officers*	$14,683	10.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,112,822
Total Liabilities	$0
Net Assets	$1,112,822

Compensation

Key Employees and Officers	Compensation	Other
The Bryn Mawr Trust Company (Trustee)	$14,683	$0
Jeremy Burdge (Chairman)	$0	$0
Randall Burdge (Director)	$0	$0
Gavin Burdge (Director)	$0	$0

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990-PF

Filed on Dec. 17, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2023

Revenue

$59,047

Expenses

$110,056

Net Income

-$51,009

Net Assets

$1,080,538

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,378	5.7%
Dividends	$37,184	63.0%
Sales of Assets	$18,485	31.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$98,485	89.5%
Compensation of Officers*	$14,384	13.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,080,538
Total Liabilities	$0
Net Assets	$1,080,538

Compensation

Key Employees and Officers	Compensation	Other
The Bryn Mawr Trust Company (Trustee)	$14,384	$0
Jeremy Burdge (Chairman)	$0	$0
Randall Burdge (Director)	$0	$0
Gavin Burdge (Director)	$0	$0

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990-PF

Filed on Jan. 16, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2022

Revenue

$141,973

Expenses

$138,186

Net Income

$3,787

Net Assets

$1,131,547

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$29	0.0%
Dividends	$46,553	32.8%
Sales of Assets	$85,391	60.1%
Other Income	$10,000	7.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$113,334	82.0%
Compensation of Officers*	$19,919	14.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,131,547
Total Liabilities	$0
Net Assets	$1,131,547

Compensation

Key Employees and Officers	Compensation	Other
The Bryn Mawr Trust Company (Trustee)	$15,419	$0
Jeremy Burdge (Chairman)	$1,500	$0
Randall Burdge (Director)	$1,500	$0
Gavin Burdge (Director)	$1,500	$0

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990-PF

Filed on Jan. 17, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2021

Revenue

$478,121

Expenses

$111,207

Net Income

$366,914

Net Assets

$1,127,760

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$46	0.0%
Dividends	$38,408	8.0%
Sales of Assets	$439,667	92.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$95,101	85.5%
Compensation of Officers*	$19,756	17.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,127,760
Total Liabilities	$0
Net Assets	$1,127,760

Compensation

Key Employees and Officers	Compensation	Other
The Bryn Mawr Trust Company (Trustee)	$15,256	$0
Jeremy Burdge (Chairman)	$1,500	$0
Randall Burdge (Director)	$1,500	$0
Gavin Burdge (Director)	$1,500	$0

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990-PF

Filed on Jan. 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2020

Revenue

$34,666

Expenses

$95,320

Net Income

-$60,654

Net Assets

$760,845

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$43,718	> 100%
Sales of Assets	$0
Other Income	$880	2.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$70,603	74.1%
Compensation of Officers*	$22,433	23.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$760,846
Total Liabilities	$1
Net Assets	$760,845

Compensation

Key Employees and Officers	Compensation	Other
Wilmington Trust (Trustee)	$19,433	$0
Randall D Burdge (Director)	$1,000	$0
Jeremy J Burdge (Chairman)	$1,000	$0
Gavin F Burdge (Director)	$1,000	$0

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990-PF

Filed on July 14, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2019

Revenue

$63,162

Expenses

$90,799

Net Income

-$27,637

Net Assets

$821,670

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$45,462	72.0%
Sales of Assets	$17,420	27.6%
Other Income	$280	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$70,052	77.2%
Compensation of Officers*	$17,893	19.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$821,670
Total Liabilities	$0
Net Assets	$821,670

Compensation

Key Employees and Officers	Compensation	Other
M T Investment Group (Trustee)	$16,393	$0
Randall D Burdge (Director)	$500	$0
Jeremy J Burdge (Chairman)	$500	$0
Gavin F Burdge (Director)	$500	$0

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990-PF

Filed on Oct. 30, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2018

Revenue

$16,300

Expenses

$100,869

Net Income

-$84,569

Net Assets

$849,307

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$45,048	> 100%
Sales of Assets	-$28,931
Other Income	$183	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$77,019	76.4%
Compensation of Officers*	$20,157	20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$849,307
Total Liabilities	$0
Net Assets	$849,307

Compensation

Key Employees and Officers	Compensation	Other
M T Investment Group (Trustee)	$15,657	$0
Randall D Burdge (Director)	$1,500	$0
Jeremy J Burdge (Chairman)	$1,500	$0
Gavin F Burdge (Director)	$1,500	$0

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990-PF

Filed on Jan. 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2017

Revenue

$59,458

Expenses

$86,781

Net Income

-$27,323

Net Assets

$933,957

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$43,204	72.7%
Sales of Assets	$16,254	27.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,363	74.2%
Compensation of Officers*	$19,120	22.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$933,957
Total Liabilities	$0
Net Assets	$933,957

Compensation

Key Employees and Officers	Compensation	Other
M T Investment Group (Trustee)	$14,620	$0
Randall D Burdge (Director)	$1,500	$0
Jeremy J Burdge (Chairman)	$1,500	$0
Gavin F Burdge (Director)	$1,500	$0

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990-PF

Filed on Jan. 16, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2015

Revenue

$91,360

Expenses

$93,083

Net Income

-$1,723

Net Assets

$960,919

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$44,502	48.7%
Sales of Assets	$46,858	51.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,310	76.6%
Compensation of Officers*	$16,671	17.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$960,919
Total Liabilities	$0
Net Assets	$960,919

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2014

Revenue

$69,225

Expenses

$86,751

Net Income

-$17,526

Net Assets

$962,642

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$39,367	56.9%
Sales of Assets	$29,858	43.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,638	78.0%
Compensation of Officers*	$16,219	18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$962,642
Total Liabilities	$0
Net Assets	$962,642

Compensation

Key Employees and Officers	Compensation	Other
M T Investment Group (Trustee)	$11,719	$0
Randall D Burdge (Director)	$1,500	$0
Jeremy J Burdge (Chairman)	$1,500	$0
Gavin F Burdge (Director)	$1,500	$0

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990-PF

Filed on Dec. 12, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2013

Revenue

$22,168

Expenses

$77,624

Net Income

-$55,456

Net Assets

$978,273

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$41,842	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,692	69.2%
Compensation of Officers*	$12,523	16.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$978,273
Total Liabilities	$0
Net Assets	$978,273

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2012

Revenue

$55,758

Expenses

$71,931

Net Income

-$16,173

Net Assets

$1,034,728

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11	0.0%
Dividends	$40,084	71.9%
Sales of Assets	$15,642	28.1%
Other Income	$21	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,025	73.7%
Compensation of Officers*	$13,246	18.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,034,728
Total Liabilities	$0
Net Assets	$1,034,728

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2011

Revenue

$24,265

Expenses

$83,269

Net Income

-$59,004

Net Assets

$1,051,403

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13	0.1%
Dividends	$35,852	> 100%
Sales of Assets	$0
Other Income	$282	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,906	73.1%
Compensation of Officers*	$14,770	17.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,051,403
Total Liabilities	$0
Net Assets	$1,051,403

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated November 19, 2025

Jeffrey & Mary Burdge Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $167k (2024)

Expenses $135k (2024)

Total Assets $1.11M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Aug. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Aug. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Aug. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Aug. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$167k (2024)

Expenses

$135k (2024)

Total Assets

$1.11M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Aug.
2024

Fiscal Year Ending Aug.
2023

Fiscal Year Ending Aug.
2022

Fiscal Year Ending Aug.
2021

Fiscal Year Ending Aug.
2020

Fiscal Year Ending Aug.
2019

Fiscal Year Ending Aug.
2018

Fiscal Year Ending Aug.
2017

Fiscal Year Ending Aug.
2016

Fiscal Year Ending Aug.
2015

Fiscal Year Ending Aug.
2014

Fiscal Year Ending Aug.
2013

Fiscal Year Ending Aug.
2012

Fiscal Year Ending Aug.
2011

Fiscal Year Ending Aug.
2010

Fiscal Year Ending Aug.
2009

Fiscal Year Ending Aug.
2008

Fiscal Year Ending Aug.
2007

Fiscal Year Ending Aug.
2006

Fiscal Year Ending Aug.
2005

Fiscal Year Ending Aug.
2004

Fiscal Year Ending Aug.
2003

Fiscal Year Ending Aug.
2002

Fiscal Year Ending Aug.
2001

Fiscal Year Ending Aug.
2000