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Nonprofit · EIN 25-6682889

JEFFREY & MARY BURDGE CHARITABLE FOUNDATION

Tax-exempt · HERSHEY, PA 17033

Financials

$59K$110K2022$167K$135K2023$66K$127K2024
Revenue Expenses · by fiscal year end
Financials of JEFFREY & MARY BURDGE CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990-PF$65,773$126,514-$60,741$1,052,081$0$1,052,081
August 31, 2024990-PF$167,267$134,983$32,284$1,112,822$0$1,112,822
August 31, 2023990-PF$59,047$110,056-$51,009$1,080,538$0$1,080,538
Financial details: 990-PF for the year ended August 31, 2025

Revenue

Contributions, gifts and grants
$1,533
Dividends
$51,497
Interest
$282
Net gain from sales of assets
$12,461

Expenses

Grants and similar amounts paid
$98,000
Compensation of officers, directors and key employees
$19,947
Disbursements for charitable purposes
$103,029
Excise tax on investment income
$721

Balance sheet and other

Total assets, start of year
$1,112,822
Total assets, end of year
$1,052,081
Total liabilities, end of year
$0
Net assets, end of year
$1,052,081
Fair market value of assets
$1,814,589
Qualifying distributions
$103,029
Net investment income
$64,240

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 August 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
THE BRYN MAWR TRUST COMPANY
1436 LANCASTER AVENUE, BERWYN, PA 19312
TRUSTEE3$15,447
CONNOR BURDGE
908 WOODCLIFF DRIVE, MCKINNEY, TX 75072
DIRECTOR1$1,500
ELIZABETH CITA
9829 N HIGHLAND AVE, KANSAS CITY, MO 64155
DIRECTOR1$1,500
ELANORA PHILLIPS-BURDGE
116 WOOD RD, FREEVILLE, NY 13068
DIRECTOR1$1,500
RANDALL BURDGE
9048 COTTONWOOD STREET, LENEXA, KS 66215
DIRECTOR1$0
GAVIN BURDGE
846 KIEHL DRIVE, LEMOYNE, PA 17043
DIRECTOR1$0
990-PF for the year ended August 31, 2024: 4 people
NameTitleHours / weekCompensation
THE BRYN MAWR TRUST COMPANY
1436 LANCASTER AVENUE, BERWYN, PA 19312
TRUSTEE3$14,683
JEREMY BURDGE
3789 CEMETERY ROAD, HILLIARD, OH 43026
CHAIRMAN1$0
RANDALL BURDGE
9048 COTTONWOOD STREET, LENEXA, KS 66215
DIRECTOR1$0
GAVIN BURDGE
846 KIEHL DRIVE, LEMOYNE, PA 17043
DIRECTOR1$0
990-PF for the year ended August 31, 2023: 4 people
NameTitleHours / weekCompensation
THE BRYN MAWR TRUST COMPANY
1436 LANCASTER AVENUE, BERWYN, PA 19312
TRUSTEE3$14,384
JEREMY BURDGE
3789 CEMETERY ROAD, HILLIARD, OH 43026
CHAIRMAN1$0
RANDALL BURDGE
9048 COTTONWOOD STREET, LENEXA, KS 66215
DIRECTOR1$0
GAVIN BURDGE
846 KIEHL DRIVE, LEMOYNE, PA 17043
DIRECTOR1$0

Address and contacts

Address (IRS master file)
BRYN MAWR TR CO 1 E CHOCOLATE AVE, HERSHEY, PA 17033-0000
In care of
% M & T INVESTMENT GROUP
Signed the 990-PF
JENNIFER MARSHALL, SENIOR VICE PRESIDENT
Phone
(717) 534-3225

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990-PF on file
2023August 31, 2024January 15, 2025990-PF on file

IRS record

EIN
25-6682889
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
2001
Accounting year ends
August
Files
Form 990-PF
Assets (IRS master file)
$1,052,081
Income (IRS master file)
$529,935

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFAugust 2025$65,773$126,514$1,052,081XML
990-PFAugust 2024$167,267$134,983$1,112,822XML
990-PFAugust 2023$59,047$110,056$1,080,538XML
990-PFAugust 2022–––IRS
990-PFAugust 2021–––IRS
990-PFAugust 2020–––IRS
990-PFAugust 2019–––IRS
990-PFAugust 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 25-6682889).

Questions about JEFFREY & MARY BURDGE CHARITABLE FOUNDATION

What is the EIN of JEFFREY & MARY BURDGE CHARITABLE FOUNDATION?
The employer identification number (EIN) of JEFFREY & MARY BURDGE CHARITABLE FOUNDATION is 25-6682889.
Is JEFFREY & MARY BURDGE CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to JEFFREY & MARY BURDGE CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JEFFREY & MARY BURDGE CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JEFFREY & MARY BURDGE CHARITABLE FOUNDATION due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JEFFREY & MARY BURDGE CHARITABLE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended August 2025.
Who are the officers and directors of JEFFREY & MARY BURDGE CHARITABLE FOUNDATION?
The 990-PF for the year ended August 31, 2025 lists 6 people; 4 received compensation from the organization, the highest $15,447 (THE BRYN MAWR TRUST COMPANY, TRUSTEE).
How much revenue does JEFFREY & MARY BURDGE CHARITABLE FOUNDATION have?
On its 990-PF for the year ended August 31, 2025 it reported revenue of $65,773, expenses of $126,514 and total assets of $1,052,081 at year end.

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