Burgess F & R Tua
Burgess F & R Tua is a private foundation, based in Saint Louis, MO. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $1.1M in total assets. In 2026, it awarded 4 grants totaling $55K. Net investment income was $40K.
Burgess F & R Tua at a glance
In short: Burgess F & R Tua gave $55K across 4 grants in 2026 (avg $14K), mostly in Colorado. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $55,000
- +10.0% vs 2025
- Grants made (2026)
- 4
- +0.0% vs 2025
- Average grant
- $13,750
- +10.0% vs 2025
- Median grant
- $13,750
- Total assets
- $1,133,993
- -1.9% vs 2025
- Primary geography
- Colorado (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Burgess F & R Tua funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2026
The largest 2026 recipient was Colorado Symphony Association ($18K). Together the top 4 received $55K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 4 itemized grants.
States
Cities
How Burgess F & R Tua gives
- Giving grew 22% from 2023 to 2026. Method
- In 2026 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $40K (2021) to $55K (2026). In 2026 it made 4 grants totaling $55K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Colorado Symphony Association Denver, CO | General Operating | $18,333 |
| Denver Art Museum Denver, CO | General Operating | $18,333 |
| Regis University Denver, CO | General Operating | $9,167 |
| University of Denver Denver, CO | Scholarship | $9,167 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $1,133,993 | $56,158 | $78,230 | $55,000 | 4 | $60,911 | $40,301 | $64,034 |
| 2025 | $1,155,894 | $148,438 | $74,132 | $50,000 | 4 | $55,788 | $134,255 | $59,358 |
| 2024 | $1,080,483 | $177,283 | $65,002 | $46,000 | 4 | $51,542 | $163,263 | $53,332 |
| 2023 | $968,845 | $33,045 | $66,363 | $45,000 | 4 | $50,576 | $27,356 | $56,166 |
| 2022 | $1,002,164 | $110,256 | $62,096 | $40,000 | 4 | $46,097 | $94,981 | $62,841 |
| 2021 | $953,702 | $68,344 | $58,874 | $40,000 | 4 | — | $55,376 | $53,246 |
Under IRS private-foundation payout rules, Burgess F & R Tua reported a distributable amount of $64K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Burgess F & R Tua's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2021 (compensated).
Officers on the 2026 filing
Wells Fargo Bank N A
Trustee
On filings since 2021
1 hr/week
$16K (2021) → $19K (2026)
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $19K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Burgess F & R Tua
How much does Burgess F & R Tua give each year?
Burgess F & R Tua gave $55K across 4 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $50K across 4 grants.
What is Burgess F & R Tua's typical grant size?
Burgess F & R Tua's median grant in 2026 was $13,750, and its average grant was $13,750, across 4 grants on its 2026 IRS Form 990-PF.
Where does Burgess F & R Tua give grants?
Burgess F & R Tua gives mostly in Colorado: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Denver, CO (4 grants).
Does Burgess F & R Tua give general operating support?
Yes: 75% of Burgess F & R Tua's 2026 grants with a stated purpose (3 of 4) were for general or operating support, per its 2026 IRS Form 990-PF.
How large is Burgess F & R Tua?
Burgess F & R Tua reported $1.1M in total assets on its 2026 IRS Form 990-PF. It paid out $61K in qualifying distributions that year, against a required minimum of $64K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Burgess F & R Tua's EIN?
Burgess F & R Tua's EIN (Employer Identification Number) is 84-6187127. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS June 11, 2026)
- IRS filings on file for fiscal years 2021–2025
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