Nonprofit · EIN 84-6187127
FLORENCE R BURGESS AND RALPH L BURGESS TRUST FUND
Tax-exempt · SAINT LOUIS, MO 63166
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2026 | 990-PF | $56,158 | $78,230 | -$22,072 | $1,133,993 | $0 | $1,133,993 |
| January 31, 2025 | 990-PF | $148,438 | $74,132 | $74,306 | $1,155,894 | $0 | $1,155,894 |
| January 31, 2024 | 990-PF | $177,283 | $65,002 | $112,281 | $1,080,483 | $0 | $1,080,483 |
Financial details: 990-PF for the year ended January 31, 2026
Revenue
- Dividends
- $36,539
- Net gain from sales of assets
- $19,619
Expenses
- Grants and similar amounts paid
- $55,000
- Compensation of officers, directors and key employees
- $18,921
- Disbursements for charitable purposes
- $60,911
- Excise tax on investment income
- $560
Balance sheet and other
- Total assets, start of year
- $1,155,894
- Total assets, end of year
- $1,133,993
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,133,993
- Fair market value of assets
- $1,362,010
- Qualifying distributions
- $60,911
- Net investment income
- $56,158
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 January 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN ST FL 5D4001-052, WINSTON SALEM, NC 27101 | TRUSTEE | 1 | $18,921 |
990-PF for the year ended January 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101 | TRUSTEE | 1 | $18,588 |
990-PF for the year ended January 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN ST FL 5 D4001-052, WINSTONSALEM, NC 27101 | TRUSTEE | 1 | $16,905 |
Address and contacts
- Address (IRS master file)
- PO BOX 505, SAINT LOUIS, MO 63166-0505
- In care of
- % WELLS FARGO BANK NA
- Signed the 990-PF
- -, TRUSTEE
- Phone
- (888) 730-4933
- Return prepared by
- PWC US TAX 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 January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | 990-PF on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990-PF on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990-PF on file |
IRS record
- EIN
- 84-6187127
- 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
- 1985
- Accounting year ends
- January
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,133,993
- Income (IRS master file)
- $369,787
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | January 2026 | $56,158 | $78,230 | $1,133,993 | XML |
| 990-PF | January 2025 | $148,438 | $74,132 | $1,155,894 | XML |
| 990-PF | January 2024 | $177,283 | $65,002 | $1,080,483 | XML |
| 990-PF | January 2023 | – | – | – | IRS |
| 990-PF | January 2022 | – | – | – | IRS |
| 990-PF | January 2021 | – | – | – | IRS |
| 990-PF | January 2019 | – | – | – | 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 84-6187127).
Questions about FLORENCE R BURGESS AND RALPH L BURGESS TRUST FUND
- What is the EIN of FLORENCE R BURGESS AND RALPH L BURGESS TRUST FUND?
- The employer identification number (EIN) of FLORENCE R BURGESS AND RALPH L BURGESS TRUST FUND is 84-6187127.
- Is FLORENCE R BURGESS AND RALPH L BURGESS TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to FLORENCE R BURGESS AND RALPH L BURGESS TRUST FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FLORENCE R BURGESS AND RALPH L BURGESS TRUST FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FLORENCE R BURGESS AND RALPH L BURGESS TRUST FUND due?
- The return for tax year 2026 (the year ending January 31, 2027) is due June 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FLORENCE R BURGESS AND RALPH L BURGESS TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended January 2026.
- Who are the officers and directors of FLORENCE R BURGESS AND RALPH L BURGESS TRUST FUND?
- The 990-PF for the year ended January 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $18,921 (WELLS FARGO BANK N A, TRUSTEE).
- How much revenue does FLORENCE R BURGESS AND RALPH L BURGESS TRUST FUND have?
- On its 990-PF for the year ended January 31, 2026 it reported revenue of $56,158, expenses of $78,230 and total assets of $1,133,993 at year end.
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