Nonprofit · EIN 43-1553538
TRIO FOUNDATION OF ST LOUIS
Tax-exempt · SAINT LOUIS, MO 63117
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,853,833 | $2,227,908 | -$374,075 | $36,879,718 | $2,036 | $36,877,682 |
| December 31, 2024 | 990-PF | $1,099,284 | $2,026,059 | -$926,775 | $34,352,338 | $6,849 | $34,345,489 |
| December 31, 2023 | 990-PF | -$312,273 | $2,047,793 | -$2,360,066 | $32,821,306 | $0 | $32,821,306 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $792,172
- Net gain from sales of assets
- $1,060,775
- Other income
- $886
Expenses
- Grants and similar amounts paid
- $1,852,500
- Compensation of officers, directors and key employees
- $82,500
- Salaries, compensation and benefits (total)
- $32,500
- Disbursements for charitable purposes
- $2,012,774
- Excise tax on investment income
- $23,212
Balance sheet and other
- Total assets, start of year
- $34,352,338
- Total assets, end of year
- $36,879,718
- Total liabilities, end of year
- $2,036
- Net assets, end of year
- $36,877,682
- Fair market value of assets
- $36,879,718
- Qualifying distributions
- $2,012,774
- Net investment income
- $1,852,947
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 |
|---|---|---|---|
| MARISSA BERKOW ROSEN PO BOX 179140, ST LOUIS, MO 63117 | EXECUTIVE DIRECTOR | 30 | $82,500 |
| TERRI S MASON PO BOX 179140, ST LOUIS, MO 63117 | PRESIDENT | 3 | $0 |
| WILLIAM L NUSSBAUM JR PO BOX 179140, ST LOUIS, MO 63117 | VICE PRESIDENT/TREASURER | 2 | $0 |
| MARY B MOOG PO BOX 179140, ST LOUIS, MO 63117 | SECRETARY/ASSISTANT TREASURER | 2 | $0 |
| CAROLINE CAPLAN PO BOX 179140, ST LOUIS, MO 63117 | DIRECTOR | 2 | $0 |
| NICKI FRIEDLAND PO BOX 179140, ST LOUIS, MO 63117 | DIRECTOR | 2 | $0 |
| JAMES R MOOG PO BOX 179140, ST LOUIS, MO 63117 | DIRECTOR | 2 | $0 |
| THOMAS H MOOG PO BOX 179140, ST LOUIS, MO 63117 | DIRECTOR | 2 | $0 |
| LINDA B NUSSBAUM PO BOX 179140, ST LOUIS, MO 63117 | DIRECTOR | 2 | $0 |
990-PF for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARISSA BERKOW ROSEN PO BOX 179140, ST LOUIS, MO 63117 | EXECUTIVE DIRECTOR (BEG. 1/1/2024) | 30 | $75,000 |
| TERRI S MASON PO BOX 179140, ST LOUIS, MO 63117 | PRESIDENT | 3 | $0 |
| WILLIAM L NUSSBAUM JR PO BOX 179140, ST LOUIS, MO 63117 | VICE PRESIDENT/TREASURER | 2 | $0 |
| MARY B MOOG PO BOX 179140, ST LOUIS, MO 63117 | SECRETARY/ASSISTANT TREASURER | 2 | $0 |
| CAROLINE CAPLAN PO BOX 179140, ST LOUIS, MO 63117 | DIRECTOR (BEG. 1/1/2024) | 2 | $0 |
| NICKI FRIEDLAND PO BOX 179140, ST LOUIS, MO 63117 | DIRECTOR | 2 | $0 |
| JAMES R MOOG PO BOX 179140, ST LOUIS, MO 63117 | DIRECTOR | 2 | $0 |
| THOMAS H MOOG PO BOX 179140, ST LOUIS, MO 63117 | DIRECTOR | 2 | $0 |
| LINDA B NUSSBAUM PO BOX 179140, ST LOUIS, MO 63117 | DIRECTOR | 2 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WENDY F JAFFE PO BOX 179140, ST LOUIS, MO 63117 | ASSISTANT SECRETARY (THRU 12/31/23) | 25 | $85,000 |
| NICKI FRIEDLAND PO BOX 179140, ST LOUIS, MO 63117 | PRESIDENT | 3 | $0 |
| WILLIAM L NUSSBAUM JR PO BOX 179140, ST LOUIS, MO 63117 | VICE PRESIDENT/TREASURER | 2 | $0 |
| MARY B MOOG PO BOX 179140, ST LOUIS, MO 63117 | SECRETARY/ASSISTANT TREASURER | 2 | $0 |
| TERRI S MASON PO BOX 179140, ST LOUIS, MO 63117 | DIRECTOR | 2 | $0 |
| JAMES R MOOG PO BOX 179140, ST LOUIS, MO 63117 | DIRECTOR | 2 | $0 |
| THOMAS H MOOG PO BOX 179140, ST LOUIS, MO 63117 | DIRECTOR | 2 | $0 |
| LINDA B NUSSBAUM PO BOX 179140, ST LOUIS, MO 63117 | DIRECTOR | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 179140, SAINT LOUIS, MO 63117-9140
- Signed the 990-PF
- MARY B MOOG, ASSISTANT TREASURER
- Phone
- (314) 725-3040
- Return prepared by
- RUBINBROWN LLP
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
- 43-1553538
- 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
- 1990
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $36,879,718
- Income (IRS master file)
- $4,930,668
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,853,833 | $2,227,908 | $36,879,718 | IRS |
| 990-PF | December 2024 | $1,099,284 | $2,026,059 | $34,352,338 | IRS |
| 990-PF | December 2023 | -$312,273 | $2,047,793 | $32,821,306 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 43-1553538).
Questions about TRIO FOUNDATION OF ST LOUIS
- What is the EIN of TRIO FOUNDATION OF ST LOUIS?
- The employer identification number (EIN) of TRIO FOUNDATION OF ST LOUIS is 43-1553538.
- Is TRIO FOUNDATION OF ST LOUIS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to TRIO FOUNDATION OF ST LOUIS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TRIO FOUNDATION OF ST LOUIS file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TRIO FOUNDATION OF ST LOUIS 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 TRIO FOUNDATION OF ST LOUIS 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 TRIO FOUNDATION OF ST LOUIS?
- The 990-PF for the year ended December 31, 2025 lists 9 people; 1 received compensation from the organization, the highest $82,500 (MARISSA BERKOW ROSEN, EXECUTIVE DIRECTOR).
- How much revenue does TRIO FOUNDATION OF ST LOUIS have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,853,833, expenses of $2,227,908 and total assets of $36,879,718 at year end.
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