Burgess F & R Tua

SAINT LOUIS, MO EIN: 84-6187127

Burgess F & R Tua is a private foundation, based in SAINT LOUIS, MO. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 4 grants totaling $50K. Net investment income was $134K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.2M

+7.0% YoY

Annual Giving

$50K

+8.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$13K

+8.7% YoY

Under IRS private-foundation payout rules, Burgess F & R Tua reported a distributable amount of $59K for 2025 — the minimum it must pay out in qualifying distributions.

About Burgess F & R Tua

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Colorado $221K (100%)

States

Colorado

Cities

Denver

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$1,155,894	$1,080,483	$968,845
Revenue	$148,438	$177,283	$33,045
Expenses	$74,132	$65,002	$66,363
Qualifying Distributions	$55,788	$51,542	$50,576
Net Investment Income	$134,255	$163,263	$27,356
Distributable Amount	$59,358	$53,332	$56,166

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Grant Size Distribution

20 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Colorado Symphony Association ($16,667), Denver Art Museum ($16,667), Colorado Seminary ($8,333).

Recipient	Purpose	Amount
COLORADO SEMINARY DENVER, CO	GENERAL OPERATING	$8,333
REGIS UNIVERSITY DENVER, CO	GENERAL OPERATING	$8,333
COLORADO SYMPHONY ASSOCIATION DENVER, CO	GENERAL OPERATING	$16,667
DENVER ART MUSEUM DENVER, CO	GENERAL OPERATING	$16,667

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
WELLS FARGO BANK N A	TRUSTEE	1	$18,588

Frequently Asked Questions

How large is Burgess F & R Tua?

As of 2025, Burgess F & R Tua holds $1.2M in total assets with $148K in annual revenue. It awarded 4 grants totaling $50K in 2025.

Where does Burgess F & R Tua operate?

Burgess F & R Tua has awarded grants in Colorado.

What size grants does Burgess F & R Tua award?

In 2025, Burgess F & R Tua awarded 4 grants totaling $50K — an average of about $13K per grant, based on its IRS Form 990 filings.

How much is Burgess F & R Tua required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Burgess F & R Tua reported a distributable amount of $59K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.