Burks Family Foundation Inc

Naples, FL
Tax-exempt since April 2002
EIN: 31-1809715

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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

$186k (2024)

Expenses

$108k (2024)

Total Assets

$1.14M (2024)

Total Liabilities

$0 (2024)

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 Dec.
2024

Revenue

$185,760

Expenses

$108,434

Net Income

$77,326

Net Assets

$1,135,195

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,422	54.1%
Interest Revenue	$0
Dividends	$37,939	20.4%
Sales of Assets	$47,399	25.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$95,025	87.6%
Compensation of Officers*	$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	$1,135,195
Total Liabilities	$0
Net Assets	$1,135,195

Compensation

Key Employees and Officers	Compensation	Other
Keith W Burks (Director)	$0	$0
Tina L Burks (Director)	$0	$0
James G Sinclair (Director)	$0	$0

990-PF

Filed on March 3, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$130,153

Expenses

$96,200

Net Income

$33,953

Net Assets

$1,057,869

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$99,997	76.8%
Interest Revenue	$0
Dividends	$29,279	22.5%
Sales of Assets	$877	0.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$82,900	86.2%
Compensation of Officers*	$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	$1,057,869
Total Liabilities	$0
Net Assets	$1,057,869

Compensation

Key Employees and Officers	Compensation	Other
Keith W Burks (Director)	$0	$0
Tina L Burks (Director)	$0	$0
James G Sinclair (Director)	$0	$0

990-PF

Filed on April 6, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

$91,502

Expenses

$88,297

Net Income

$3,205

Net Assets

$1,027,992

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$103,073	> 100%
Interest Revenue	$0
Dividends	$22,228	24.3%
Sales of Assets	-$33,799
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,225	82.9%
Compensation of Officers*	$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	$1,027,992
Total Liabilities	$0
Net Assets	$1,027,992

Compensation

Key Employees and Officers	Compensation	Other
Keith W Burks (Director)	$0	$0
Tina L Burks (Director)	$0	$0
James G Sinclair (Director)	$0	$0

990-PF

Filed on March 6, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$263,198

Expenses

$77,449

Net Income

$185,749

Net Assets

$1,024,787

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$99,297	37.7%
Interest Revenue	$0
Dividends	$28,061	10.7%
Sales of Assets	$135,840	51.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,050	86.6%
Compensation of Officers*	$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	$1,024,787
Total Liabilities	$0
Net Assets	$1,024,787

Compensation

Key Employees and Officers	Compensation	Other
Keith W Burks (Director)	$0	$0
Tina L Burks (Director)	$0	$0
James G Sinclair (Director)	$0	$0

990-PF

Filed on March 11, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$156,449

Expenses

$187,490

Net Income

-$31,041

Net Assets

$839,037

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,999	64.6%
Interest Revenue	$0
Dividends	$21,850	14.0%
Sales of Assets	$33,600	21.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$175,575	93.6%
Compensation of Officers*	$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	$839,038
Total Liabilities	$1
Net Assets	$839,037

Compensation

Key Employees and Officers	Compensation	Other
Keith W Burks (Director)	$0	$0
Tina L Burks (Director)	$0	$0
James G Sinclair (Director)	$0	$0

990-PF

Filed on March 17, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$171,308

Expenses

$163,093

Net Income

$8,215

Net Assets

$870,078

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$98,972	57.8%
Interest Revenue	$0
Dividends	$26,108	15.2%
Sales of Assets	$46,228	27.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$152,875	93.7%
Compensation of Officers*	$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	$870,079
Total Liabilities	$1
Net Assets	$870,078

Compensation

Key Employees and Officers	Compensation	Other
Keith W Burks (Director)	$0	$0
Tina L Burks (Director)	$0	$0
James G Sinclair (Director)	$0	$0

990-PF

Filed on March 25, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$132,020

Expenses

$458,490

Net Income

-$326,470

Net Assets

$861,863

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$99,917	75.7%
Interest Revenue	$0
Dividends	$25,626	19.4%
Sales of Assets	$6,477	4.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$446,925	97.5%
Compensation of Officers*	$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	$861,863
Total Liabilities	$0
Net Assets	$861,863

Compensation

Key Employees and Officers	Compensation	Other
Keith W Burks (Director)	$0	$0
Tina L Burks (Director)	$0	$0
James G Sinclair (Director)	$0	$0

990-PF

Filed on March 30, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$231,559

Expenses

$479,447

Net Income

-$247,888

Net Assets

$1,188,334

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$133,224	57.5%
Interest Revenue	$0
Dividends	$20,124	8.7%
Sales of Assets	$78,211	33.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$478,575	99.8%
Compensation of Officers*	$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	$1,188,334
Total Liabilities	$0
Net Assets	$1,188,334

Compensation

Key Employees and Officers	Compensation	Other
Keith W Burks (Director)	$0	$0
Tina L Burks (Director)	$0	$0
James G Sinclair (Director)	$0	$0

990-PF

Filed on May 2, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$146,433

Expenses

$163,487

Net Income

-$17,054

Net Assets

$1,436,222

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$98,547	67.3%
Interest Revenue	$1,783	1.2%
Dividends	$28,059	19.2%
Sales of Assets	$16,739	11.4%
Other Income	$1,305	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$160,450	98.1%
Compensation of Officers*	$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	$1,436,222
Total Liabilities	$0
Net Assets	$1,436,222

Compensation

Key Employees and Officers	Compensation	Other
Keith W Burks (Director)	$0	$0
Tina L Burks (Director)	$0	$0
James G Sinclair (Director)	$0	$0

990-PF

Filed on March 9, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$124,104

Expenses

$206,989

Net Income

-$82,885

Net Assets

$1,453,276

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,415	80.9%
Interest Revenue	$1,985	1.6%
Dividends	$27,552	22.2%
Sales of Assets	-$5,848
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$201,925	97.6%
Compensation of Officers*	$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	$1,453,276
Total Liabilities	$0
Net Assets	$1,453,276

Compensation

Key Employees and Officers	Compensation	Other
Keith W Burks (Director)	$0	$0
Tina L Burks (Director)	$0	$0
James G Sinclair (Director)	$0	$0

990-PF

Filed on April 6, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$282,317

Expenses

$147,244

Net Income

$135,073

Net Assets

$1,536,161

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$95,817	33.9%
Interest Revenue	$3,616	1.3%
Dividends	$31,327	11.1%
Sales of Assets	$151,557	53.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$143,675	97.6%
Compensation of Officers*	$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	$1,536,161
Total Liabilities	$0
Net Assets	$1,536,161

Compensation

Key Employees and Officers	Compensation	Other
Keith W Burks (Director)	$0	$0
Tina L Burks (Director)	$0	$0
James G Sinclair (Director)	$0	$0

990-PF

Filed on May 4, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$136,121

Expenses

$185,149

Net Income

-$49,028

Net Assets

$1,401,088

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$96,212	70.7%
Interest Revenue	$3,923	2.9%
Dividends	$25,866	19.0%
Sales of Assets	$10,120	7.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$179,650	97.0%
Compensation of Officers*	$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	$1,401,088
Total Liabilities	$0
Net Assets	$1,401,088

Compensation

Key Employees and Officers	Compensation	Other
Keith W Burks (Director)	$0	$0
Tina L Burks (Director)	$0	$0
James G Sinclair (Director)	$0	$0

990-PF

Filed on May 12, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$149,368

Expenses

$139,673

Net Income

$9,695

Net Assets

$1,450,115

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$95,597	64.0%
Interest Revenue	$3,628	2.4%
Dividends	$35,837	24.0%
Sales of Assets	$14,306	9.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$135,525	97.0%
Compensation of Officers*	$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	$1,450,116
Total Liabilities	$1
Net Assets	$1,450,115

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$136,618

Expenses

$157,465

Net Income

-$20,847

Net Assets

$1,440,420

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$95,597	70.0%
Interest Revenue	$20	0.0%
Dividends	$38,216	28.0%
Sales of Assets	$2,785	2.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$154,325	98.0%
Compensation of Officers*	$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	$1,440,421
Total Liabilities	$1
Net Assets	$1,440,420

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 September 25, 2025

Burks Family Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $186k (2024)

Expenses $108k (2024)

Total Assets $1.14M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$186k (2024)

Expenses

$108k (2024)

Total Assets

$1.14M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

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2017

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2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

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Fiscal Year Ending Dec.
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