Florence R Burgess And Ralph L Burgess Trust Fund

Saint Louis, MO
Tax-exempt since Oct. 1985
EIN: 84-6187127

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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.

Donations to this organization are tax deductible.

Revenue

$148k (2025)

Expenses

$74.1k (2025)

Total Assets

$1.16M (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2012 to 2025

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 Jan.
2025

Revenue

$148,438

Expenses

$74,132

Net Income

$74,306

Net Assets

$1,155,894

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,690	22.7%
Sales of Assets	$114,748	77.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,788	75.3%
Compensation of Officers*	$18,588	25.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,155,894
Total Liabilities	$0
Net Assets	$1,155,894

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$18,588	$0

990-PF

Filed on June 9, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Jan.
2024

Revenue

$177,283

Expenses

$65,002

Net Income

$112,281

Net Assets

$1,080,483

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$32,556	18.4%
Sales of Assets	$144,167	81.3%
Other Income	$560	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$51,542	79.3%
Compensation of Officers*	$16,905	26.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,080,483
Total Liabilities	$0
Net Assets	$1,080,483

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$16,905	$0

990-PF

Filed on June 11, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Jan.
2023

Revenue

$33,045

Expenses

$66,363

Net Income

-$33,318

Net Assets

$968,845

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$41,273	> 100%
Sales of Assets	-$8,228
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,576	76.2%
Compensation of Officers*	$17,317	26.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$968,845
Total Liabilities	$0
Net Assets	$968,845

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$17,317	$0

990-PF

Filed on June 9, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Jan.
2022

Revenue

$110,256

Expenses

$62,096

Net Income

$48,160

Net Assets

$1,002,164

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,055	26.4%
Sales of Assets	$81,201	73.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,097	74.2%
Compensation of Officers*	$19,504	31.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,002,164
Total Liabilities	$0
Net Assets	$1,002,164

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$19,504	$0

990-PF

Filed on June 7, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Jan.
2021

Revenue

$68,344

Expenses

$58,874

Net Income

$9,470

Net Assets

$953,701

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,658	44.9%
Sales of Assets	$37,686	55.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,231	76.8%
Compensation of Officers*	$16,139	27.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$953,702
Total Liabilities	$1
Net Assets	$953,701

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$16,139	$0

990-PF

Filed on June 4, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Jan.
2020

Revenue

$95,549

Expenses

$58,103

Net Income

$37,446

Net Assets

$944,468

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,294	30.7%
Sales of Assets	$66,255	69.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,828	77.2%
Compensation of Officers*	$15,414	26.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$944,469
Total Liabilities	$1
Net Assets	$944,468

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$15,414	$0

990-PF

Filed on June 3, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2019

Revenue

$74,113

Expenses

$66,102

Net Income

$8,011

Net Assets

$895,279

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,949	37.7%
Sales of Assets	$46,164	62.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,081	80.3%
Compensation of Officers*	$15,634	23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$895,279
Total Liabilities	$0
Net Assets	$895,279

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Na (Trustee)	$15,634	$0

990-PF

Filed on June 12, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2018

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 Jan.
2017

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 Jan.
2016

Revenue

$23,023

Expenses

$67,698

Net Income

-$44,675

Net Assets

$961,818

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,125	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,144	81.5%
Compensation of Officers*	$16,006	23.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$961,818
Total Liabilities	$0
Net Assets	$961,818

990-PF

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

PDF

Fiscal Year Ending Jan.
2015

Revenue

$42,869

Expenses

$69,968

Net Income

-$27,099

Net Assets

$1,006,066

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,265	77.6%
Sales of Assets	$9,604	22.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,477	79.3%
Compensation of Officers*	$17,187	24.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,006,066
Total Liabilities	$0
Net Assets	$1,006,066

990-PF

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

PDF

Fiscal Year Ending Jan.
2014

Revenue

$82,340

Expenses

$66,373

Net Income

$15,967

Net Assets

$1,036,926

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,867	38.7%
Sales of Assets	$50,239	61.0%
Other Income	$234	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,484	76.1%
Compensation of Officers*	$17,203	25.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,036,926
Total Liabilities	$0
Net Assets	$1,036,926

990-PF

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

PDF

Fiscal Year Ending Jan.
2013

Revenue

$102,012

Expenses

$67,301

Net Income

$34,711

Net Assets

$1,018,266

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,217	33.5%
Sales of Assets	$67,795	66.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,558	78.1%
Compensation of Officers*	$17,385	25.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,018,266
Total Liabilities	$0
Net Assets	$1,018,266

990-PF

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

PDF

Fiscal Year Ending Jan.
2012

Revenue

$63,305

Expenses

$58,473

Net Income

$4,832

Net Assets

$988,882

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,040	58.5%
Sales of Assets	$26,265	41.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,272	75.7%
Compensation of Officers*	$17,367	29.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$988,882
Total Liabilities	$0
Net Assets	$988,882

What Is This Data?

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes EINs and summary financials as structured data.
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Updated March 23, 2026

Florence R Burgess And Ralph L Burgess Trust Fund

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $148k (2025)

Expenses $74.1k (2025)

Total Assets $1.16M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Jan. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Jan. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Jan. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Jan. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Jan. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Jan. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Jan. 2012

Revenue

$148k (2025)

Expenses

$74.1k (2025)

Total Assets

$1.16M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Jan.
2025

Fiscal Year Ending Jan.
2024

Fiscal Year Ending Jan.
2023

Fiscal Year Ending Jan.
2022

Fiscal Year Ending Jan.
2021

Fiscal Year Ending Jan.
2020

Fiscal Year Ending Jan.
2019

Fiscal Year Ending Jan.
2018

Fiscal Year Ending Jan.
2017

Fiscal Year Ending Jan.
2016

Fiscal Year Ending Jan.
2015

Fiscal Year Ending Jan.
2014

Fiscal Year Ending Jan.
2013

Fiscal Year Ending Jan.
2012

Fiscal Year Ending Jan.
2011

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Jan.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Jan.
2008

Fiscal Year Ending Jan.
2007

Fiscal Year Ending Jan.
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