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Nonprofit · EIN 43-6928736

PAUL W BURLESON FOUNDATION

Tax-exempt · NAPLES, FL 34106

Financials

$658K$673K2023$984K$739K2024$1.6M$2.2M2025
Revenue Expenses · by fiscal year end
Financials of PAUL W BURLESON FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,572,108$2,194,970-$622,862$5,797,927$0$5,797,927
December 31, 2024990-PF$983,982$739,143$244,839$6,420,789$0$6,420,789
December 31, 2023990-PF$657,563$672,977-$15,414$6,176,005$0$6,176,005
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$250,874
Interest
$7,343
Net gain from sales of assets
$1,313,891

Expenses

Grants and similar amounts paid
$2,060,000
Disbursements for charitable purposes
$2,064,184
Excise tax on investment income
$20,231

Balance sheet and other

Total assets, start of year
$6,420,789
Total assets, end of year
$5,797,927
Total liabilities, end of year
$0
Net assets, end of year
$5,797,927
Fair market value of assets
$11,184,763
Qualifying distributions
$2,064,184
Net investment income
$1,572,108

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.

NameTitleHours / weekCompensation
JOHN W MEYER CPA
1207 3RD ST S STE 4, NAPLES, FL 34102
TRUSTEE5$10,000
LINDA DRAUGN
7095 SUGAR MAGNOLIA CIRCLE, NAPLES, FL 34109
TRUSTEE10$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
JOHN W MEYER CPA
1207 3RD ST S STE 4, NAPLES, FL 34102
TRUSTEE5$10,000
LINDA DRAUGN
7095 SUGAR MAGNOLIA CIRCLE, NAPLES, FL 34109
TRUSTEE10$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
JOHN W MEYER CPA
1207 3RD ST S STE 4, NAPLES, FL 34102
TRUSTEE5$10,000
LINDA DRAUGN
7095 SUGAR MAGNOLIA CIRCLE, NAPLES, FL 34109
TRUSTEE10$0

Address and contacts

Address (IRS master file)
PO BOX 959, NAPLES, FL 34106-0959
In care of
% AGETC FSB TTEE
Signed the 990-PF
JOHN W MEYER, TRUSTEE
Phone
(239) 986-6156
Return prepared by
JOHN W MEYER CPA

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
43-6928736
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
2007
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$5,797,927
Income (IRS master file)
$4,276,777

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,572,108$2,194,970$5,797,927XML
990-PFDecember 2024$983,982$739,143$6,420,789XML
990-PFDecember 2023$657,563$672,977$6,176,005XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 43-6928736).

Questions about PAUL W BURLESON FOUNDATION

What is the EIN of PAUL W BURLESON FOUNDATION?
The employer identification number (EIN) of PAUL W BURLESON FOUNDATION is 43-6928736.
Is PAUL W BURLESON FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to PAUL W BURLESON FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PAUL W BURLESON FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of PAUL W BURLESON FOUNDATION 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 PAUL W BURLESON FOUNDATION 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 PAUL W BURLESON FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $10,000 (JOHN W MEYER CPA, TRUSTEE).
How much revenue does PAUL W BURLESON FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,572,108, expenses of $2,194,970 and total assets of $5,797,927 at year end.

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