Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 12-01-2018 , and ending 11-30-2019
Name of foundation
THE BURKE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)188 NASSAU ST NO 2
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PRINCETON, NJ08542
A Employer identification number

52-1632596
B Telephone number (see instructions)

(609) 754-2400
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$95,713,250J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 45,298 45,298  
4 Dividends and interest from securities... 1,799,485 1,821,233  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,273,861
b Gross sales price for all assets on line 6a 39,530,114
7 Capital gain net income (from Part IV, line 2)... 2,277,526
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 257,424 0 25,825
12 Total. Add lines 1 through 11........ 4,376,068 4,144,057 25,825
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 460,000 0 0 460,000
14 Other employee salaries and wages...... 190,337 0 0 190,337
15 Pension plans, employee benefits....... 121,189 0 0 121,189
16a Legal fees (attach schedule)......... Click to see attachment 1,033 0 0 1,033
b Accounting fees (attach schedule)....... Click to see attachment 44,563 0 0 40,925
c Other professional fees (attach schedule).... Click to see attachment 413,201 293,278 0 119,282
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 120,379 379 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 101,737 0 0 101,637
21 Travel, conferences, and meetings....... 31,500 0 0 30,772
22 Printing and publications.......... 215 0 0 215
23 Other expenses (attach schedule)....... Click to see attachment 164,187 7,851 805 157,010
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,648,341 301,508 805 1,222,400
25 Contributions, gifts, grants paid....... 4,138,969 4,138,969
26 Total expenses and disbursements. Add lines 24 and 25 5,787,310 301,508 805 5,361,369
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,411,242
b Net investment income (if negative, enter -0-) 3,842,549
c Adjusted net income (if negative, enter -0-)... 25,020
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 55,273    
2 Savings and temporary cash investments......... 718,446 1,442,470 1,442,470
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 43,068,560 Click to see attachment51,667,746 51,667,746
c Investments—corporate bonds (attach schedule)....... 19,624,677 0 0
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 29,147,007 Click to see attachment42,591,464 42,591,464
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment11,570 Click to see attachment11,570 Click to see attachment11,570
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 92,625,533 95,713,250 95,713,250
Liabilities 17 Accounts payable and accrued expenses.......... 2,948 273,904
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 2,948 273,904
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 92,622,585 95,439,346
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 92,622,585 95,439,346
31 Total liabilities and net assets/fund balances (see instructions). 92,625,533 95,713,250
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
92,622,585
2
Enter amount from Part I, line 27a .....................
2
-1,411,242
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4,228,003
4
Add lines 1, 2, and 3 ..........................
4
95,439,346
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
95,439,346
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a SALE OF PUBLICLY TRADED SECURITIES P    
b CLARION PRIVATE INVESTORS, LLC P    
c THE WINTON FUND LIMITED TRANCHE B P    
d COATUE OFFSHORE FUND, LTD P    
e RIDGE SELECT: PRIVATE INVESTORS OFFSHORE, LTD. P    
BW PRIVATE INVESTORS OFFSHORE, LTD. P    
LAKEWOOD CAPITAL OFFSHORE FUND P    
THIRD POINT OFFSHORE FUND, LTD. P    
YORK EUROPEAN OPPORTUNITIES UNIT P    
ROSE GROVE OFFSHORE FUND I, LTD. P    
PEG GLOBAL PRIVATE EQUITY INSTITUTIONAL INVESTORS VI LLC P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 32,247,923   32,211,574 36,349
b       3,665
c 749,964   66,127 683,837
d 1,018,500   827,155 191,345
e 500,000   465,438 34,562
1,260,000   1,198,453 61,547
865,000   853,962 11,038
820,000   639,526 180,474
490,000   492,464 -2,464
495,000   485,818 9,182
15,736   15,736 0
1,067,991     1,067,991
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       36,349
b       3,665
c       683,837
d       191,345
e       34,562
      61,547
      11,038
      180,474
      -2,464
      9,182
      0
      1,067,991
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,277,526
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 4,638,014 97,791,944 0.047427
2016 4,417,927 95,373,283 0.046322
2015 2,456,895 88,526,776 0.027753
2014 1,187,589 67,896,177 0.017491
2013 864,137 26,753,497 0.032300
2
Total of line 1, column (d) .....................
2
0.171293
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.034259
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
93,690,446
5
Multiply line 4 by line 3......................
5
3,209,741
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
38,425
7
Add lines 5 and 6........................
7
3,248,166
8
Enter qualifying distributions from Part XII, line 4,.............
8
5,361,369
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 38,425
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 38,425
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 38,425
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 96,757
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 100,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 196,757
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 158,332
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet158,332 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNJ
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.BURKEFOUNDATION.ORG
    14
    The books are in care ofbulletTHE FOUNDATION Telephone no.bullet (609) 754-2400

    Located atbullet188 NASSAU ST SUITE 2PRINCETONNJ ZIP+4bullet08542
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JAMES BURKE PRESIDENT
    40.00     		200,000 36,747 0
    188 NASSAU STREET SUITE 2
    PRINCETON,NJ08542
    CHARLES CARROLL TREASURER
    1.00     		0 0 0
    188 NASSAU STREET SUITE 2
    PRINCETON,NJ08542
    PHILIP SIANA SECRETARY
    1.00     		0 0 0
    188 NASSAU STREET SUITE 2
    PRINCETON,NJ08542
    QUENTIN SCHAFFER TRUSTEE THROUGH JANUARY 2019
    1.00     		0 0 0
    188 NASSAU STREET SUITE 2
    PRINCETON,NJ08542
    STEPHEN DNISTRIAN TRUSTEE
    1.00     		0 0 0
    188 NASSAU STREET SUITE 2
    PRINCETON,NJ08542
    CHRISTOPHER KUENNE TRUSTEE
    1.00     		0 0 0
    188 NASSAU STREET SUITE 2
    PRINCETON,NJ08542
    JEANNE BROOKS-GUNNE TRUSTEE
    1.00     		0 0 0
    188 NASSAU STREET SUITE 2
    PRINCETON,NJ08542
    ATIYA S WEISS EXECUTIVE DIRECTOR
    50.00     		260,000 22,888 0
    188 NASSAU STREET SUITE 2
    PRINCETON,NJ08542
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    JPMORGAN CHASE BANK NA INVESTMENT MANAGEMENT 293,278
    270 PARK AVENUE
    NEW YORK,NY10017
    VIA EVALUATION EVALUATION AND CAPACITY BUILDING CONSULTING 77,000
    325 DELAWARE AVENUE SUITE 100
    BUFFALO,NY14202
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 THE BURKE FOUNDATION'S EARLY CHILDHOOD INITIATIVES INCLUDE PROGRAMS AND ACTIVITIES TO SUPPORT AND STRENGTHEN VULNERABLE CHILDREN AND FAMILIES IN NEW JERSEY THROUGH RESEARCH REPORTS, EVALUATION, TECHNICAL ASSISTANCE, FUNDER COLLABORATIONS, AND CONVENING STAKEHOLDERS. THE BURKE FOUNDATION PROVIDES NON-PROFIT ORGANIZATIONS WITH CAPACITY-BUILDING SUPPORT, DATA AND EVALUATION TECHNICAL ASSISTANCE, AND PROFESSIONAL DEVELOPMENT. THE FOUNDATION ALSO PUBLISHES RESEARCH REPORTS AND HOSTS EVENTS AS A VEHICLE TO MUTUALLY BENEFIT COMMUNITY AND NON-PROFIT LEADERS, ACADEMICS, RESEARCHERS, AND FUNDERS TO ENSURE THE LEARNINGS FROM THE RESEARCH ARE FULLY ACCESSED. 269,015
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    92,325,808
    b
    Average of monthly cash balances.......................
    1b
    2,779,826
    c
    Fair market value of all other assets (see instructions)................
    1c
    11,570
    d
    Total (add lines 1a, b, and c).........................
    1d
    95,117,204
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    95,117,204
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,426,758
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    93,690,446
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    4,684,522
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    4,684,522
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    38,425
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    38,425
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,646,097
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    257,424
    5
    Add lines 3 and 4............................
    5
    4,903,521
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    4,903,521
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    5,361,369
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    5,361,369
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    38,425
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    5,322,944
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 4,903,521
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 4,777,739
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 5,361,369
    a Applied to 2017, but not more than line 2a 4,777,739
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 583,630
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		4,319,891
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ADVOCATES FOR CHILDREN OF NEW JERSEY
    35 HALSEY ST 2
    NEWARK,NJ07102     		N/A PC GENERAL OPERATING SUPPORT 10,000
    ADVOCATES FOR CHILDREN OF NEW JERSEY
    35 HALSEY ST 2
    NEWARK,NJ07102     		N/A PC CENSUS 2020 0-5 COUNT 50,000
    ALL OUR KIN INC
    414 A CHAPEL STREET SUITE 100
    NEW HAVEN,CT06511     		N/A PC FAMILY CHILD CARE LANDSCAPING FOR NJ IN PARTNERSHIP WITH EARLY CHILDHOOD FUNDERS 12,000
    BRAZELTON TOUCHPOINTS CENTER
    BOSTON CHILDRENS HOSPITAL 1295
    BOYSTON STREET SUITE 320
    BOSTON,MA02215     		N/A PC EARLY CHILDHOOD COMMUNICATIONS WEBINARS 10,000
    CAMDEN COALITION OF HEALTHCARE PROVIDERS
    800 COOPER ST
    CAMDEN,NJ08102     		N/A PC SAFER CHILDBIRTH CITIES GRANT IN PARTNERSHIP WITH MATERNAL HEALTH FUNDERS COLLABORATIVE 31,250
    CAPE ELEUTHERA FOUNDATION INC
    PO BOX 5910
    PRINCETON,NJ08543     		N/A PC BOARD DISCRETIONARY GRANT 7,500
    CENTER FOR CHILD AND FAMILY HEALTH
    1121 W CHAPEL HILL ST SUITE 100
    DURHAM,NC27701     		N/A PC FAMILY CONNECTS UNIVERSAL HOME VISITING PILOT PLANNING GRANT IN TRENTON 10,000
    CENTER FOR HEALTH CARE STRATEGIES
    200 AMERICAN METRO BLVD SUITE 119
    HAMILTON,NJ08619     		N/A PC SUPPORT THE DEVELOPMENT OF THE NJ STATEWIDE ACES ACTION PLAN 18,750
    CENTER FOR HEALTH CARE STRATEGIES
    200 AMERICAN METRO BLVD SUITE 119
    HAMILTON,NJ08619     		N/A PC SUPPORT THE DEVELOPMENT OF THE NJ STATEWIDE ACES ACTION PLAN 34,375
    CENTERING HEALTHCARE INSTITUTE (CHI)
    89 SOUTH STREET SUITE 404
    BOSTON,MA02111     		N/A PC LAUNCHING 5 CENTERING SITES IN NJ IN PARTNERSHIP WITH NJDOH AND EARLY CHILDHOOD FUNDERS 83,000
    CHILDREN'S HOME SOCIETY OF NEW JERSEY
    635 SOUTH CLINTON AVENUE
    TRENTON,NJ08611     		N/A PC SUPPLEMENTAL GRANT FOR COMMUNICATIONS TOOLS 2,500
    CHILDREN'S HOME SOCIETY OF NEW JERSEY
    635 SOUTH CLINTON AVENUE
    TRENTON,NJ08611     		N/A PC SUPPLEMENTAL GRANT FOR COMMUNITY DOULAS IN TRENTON 50,000
    CHILDREN'S HOME SOCIETY ON NEW JERSEY
    635 SOUTH CLINTON AVENUE
    TRENTON,NJ08611     		N/A PC SUPPLEMENTAL GRANT FOR COMMUNITY DOULAS IN TRENTON 12,135
    COMMUNITY FOUNDATION OF NEW JERSEY
    35 KNOX HILL ROAD
    MORRISTOWN,NJ07960     		N/A PC NEWARK COMMUNITY IMPACT FUND 15,000
    COUNCIL OF NEW JERSEY GRANTMAKERS
    111 WEST STATE STREET
    TRENTON,NJ08608     		N/A PC LEADERSHIP GRANT 7,440
    COUNCIL OF NEW JERSEY GRANTMAKERS
    111 WEST STATE STREET
    TRENTON,NJ08608     		N/A PC CONTRIBUTION FOR MEMBERSHIP 8,135
    FATHERS OF ST EDMUND SOUTHERN MISSIONS
    1428 BROAD STREET
    SELMA,AL36701     		N/A PC BOARD DISCRETIONARY GRANT 20,000
    FOOD RESCUE US INC
    27 ANN STREET GROUND FLOOR
    NORWALK,CT06854     		N/A PC BOARD DISCRETIONARY GRANT 5,000
    FSG INC
    179 LINCOLN STREET 3RD FLOOR
    BOSTON,MA02111     		N/A PC SUPPORT FOR RESEARCHING AND LANDSCAPING THE IMPACT OF ACES AND AREAS OF OPPORTUNITY IN NJ 2,619
    GREATER NEWARK HEALTH CARE COALTION
    80 MAIN STREET SUITE 210
    WEST ORANGE,NJ07052     		N/A PC SAFER CHILDBIRTH CITIES GRANT IN PARTNERSHIP WITH MATERNAL HEALTH FUNDERS COLLABORATIVE 31,250
    HACKENSACK MERIDIAN HEALTH
    160 ESSEX STREET SUITE 101
    LODI,NJ07644     		N/A PC SUPPORT FOR PILOTING HEALTHYSTEPS AT HACKENSACK MEREDIAN HEALTH 149,923
    HENRY J AUSTIN HEALTH CENTER
    321 N WARREN STREET
    TRENTON,NJ08618     		N/A PC SUPPLEMENTAL GRANT FOR CENTERINGPARENTING 50,444
    JUNIOR ART AND MUSIC
    203 LIBERTY SQUARE
    NORWALK,CT06855     		N/A PC BOARD DISCRETIONARY GRANT 5,000
    KINDERSMILE FOUNDATION
    10 BROAD STREET
    BLOOMFIELD,NJ07003     		N/A PC SUPPORT FOR THE DEVELOPMENT OF NEW DENTAL CLINIC IN TRENTON 25,000
    MCCARTER THEATER CENTER
    91 UNIVERSITY PLACE
    PRINCETON,NJ08540     		N/A PC BOARD DISCRETIONARY GRANT 15,000
    MOUNT SINAI PARENTING CENTER
    OFFICE OF DEVELOPMENT ONE GUSTAVE L
    LEVY PLACE BOX 1049
    NEW YORK,NY100296574     		N/A PC SUPPORT FOR PEDIATRIC RESIDENCY CURRICULUM CHILD DEVLEOPMETN AND POSITIVE PARENTING PLATFORM AND DEVELOPMENT 50,000
    NATIONAL PHILANTHROPIC TRUST
    165 TOWNSHIP LINE RD SUITE 1200
    JENKINSTOWN,PA19046     		N/A PC DONOR ADVISED FUND CONTRIBUTION 1,255,000
    NEW JERSEY AMERICAN ACADEMY OF PEDIATRICS
    50 MILLSTONE ROAD BUILDING 200
    SUITE 13
    EAST WINDSOR,NJ08520     		N/A PC SUPPORT FOR INCORPORATING MT. SINAI PARENTING CENTER CURRICULUM INTO ALL NJ PEDIATRIC RESIDENCY PROGRAMS 56,756
    NJ SYMPHONY ORCHESTRA
    60 PARK PLACE 9TH FLOOR
    NEWARK,NJ07102     		N/A PC DISCRETIONARY GRANT 10,000
    PHILANTHROPY NEW YORK
    320 EAST 43RD STREET
    NEW YORK,NY10017     		N/A PC CONTRIBUTION TO SUPPORT MEMBERSHIP 5,650
    PRINCETON AREA COMMUNITY FOUNDATION
    15 PRINCESS ROAD
    LAWRENCEVILLE,NJ08648     		N/A PC PARTNERSHIP TO LAUNCH COMMUNITY IMPACT GRANTS 200,000
    PRINCETON AREA COMMUNITY FOUNDATION DAF
    15 PRINCESS ROAD
    LAWRENCEVILLE,NJ08648     		N/A PC DONOR ADVISED FUND CONTRIBUTION 1,255,000
    PRINCETON MEDICAL CENTER FOUNDATION
    5 PLAINSBORO RD
    PLAINSBORO,NJ08536     		N/A PC LEGACY GIFT TO SUPPPORT MATERNAL AND CHILD HEALTH NURSING 250,000
    SIMPLY PUT MEDIA
    41 W 83RD STREET 9A
    NEW YORK,NY10024     		N/A PC WECOUNT! CENSUS PROJECT 3,500
    SOUTH WARD CHILDREN'S ALLIANCE
    59 LINCOLN PARK
    NEWARK,NJ07102     		N/A PC SOUTH WARD CHILDREN'S ALLIANCE PROMISE NEIGHBORHOOD EARLY CHILDHOOD PROGRAMS 250,000
    THE CHILDREN'S SCHOOL
    118 SCOFIELDTOWN RD
    STAMFORD,CT06903     		N/A PC BOARD DISCRETIONARY GRANT 7,500
    TRENTON MUSIC MAKERS
    PO BOX 5206
    TRENTON,NJ08638     		N/A PC BOARD DISCRETIONARY GRANT 10,000
    TRENTON YOUTH WRESTLING
    4547 PROVINCE LINE ROAD
    PRINCETON,NJ08540     		N/A PC BOARD DISCRETIONARY GRANT 10,000
    TSNE MISSIONWORKS
    89 SOUTH STREET SUITE 700
    BOSTON,MA021112670     		N/A PC CONTRIBUTION FOR EARLY CHILDHOOD FUNDERS COLLABORATIVE 7,500
    TSNE MISSIONWORKS
    89 SOUTH STREET SUITE 700
    BOSTON,MA021112670     		N/A PC CONTRIBTUION FOR EARLY CHILDHOOD FUNDERS COLLABORATIVE 7,500
    ZERO TO THREE
    1255 23RD STREET NW
    WASHINGTON,DC20037     		N/A PC SUPPORT FOR TECHNICAL ASSISTANCE AND SUSTAINING HEALTHYSTEPS IN NEW JERSEY 89,742
    ZERO TO THREE
    1255 23RD STREET NW
    WASHINGTON,DC20037     		N/A PC BOARD DISCRETIONARY GRANT 2,500
    NJ HEALTH CARE QUALITY INSTITUTE
    PO BOX 2246
    PRINCETON,NJ08543     		N/A PC SUPPORT FOR THE NJ MAYORS WELLNESS CAMPAIGN 1,000
    THOMAS EDISON STATE UNIVERSITY
    111 W STATE ST
    TRENTON,NJ08608     		N/A PC SUPPORT FOR A FATHERHOOD EMPOWERMENT SUMMIT 1,000
    Total .................................bullet 3a 4,138,969
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    aPROGRAM REVENUE         25,825
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 45,298  
    4 Dividends and interest from securities....     14 1,799,485  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 2,273,861  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aGRANT REFUND     		    01 231,599  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 4,350,243 25,825
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    4,376,068
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    1A PHILANTHROPIC LEADERS PORTION FOR NEW INITIATIVE (NJ ACES COLLABORATIVE) TO ADDRESS THE IMPACT OF ADVERSE CHILDHOOD EXPERIENCES IN NJ.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    THE BURKE FOUNDATION INC
    EIN:
    52-1632596
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING AND BOOKKEEPING FEES 29,963 0 0 26,325
    TAX PREPARATION FEES 14,600 0 0 14,600

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE BURKE FOUNDATION INC
    EIN:
    52-1632596
    Name of Stock End of Year Book Value End of Year Fair Market Value
    FIDELITY 500 INDEX FD-AI(FXAIX)- 83,047.843 SHARES 9,092,908 9,092,908
    HEALTH CARE SELECT SECTOR(XLV)- 9,781 SHARES 973,112 973,112
    INVESCO QQQ TRUST SERIES 1(QQQ)- 15,163 SHARES 3,109,931 3,109,931
    PARNASSUS CORE EQUITY-INST(PRILX)- 96,817.781 SHARES 4,478,791 4,478,791
    PRIMECAP ODYSSEY STOCK FUND(POSKX)- 112,895.555 SHARES 4,020,211 4,020,211
    VANGUARD FINANCIALS ETF(VFH)- 27,854 SHARES 2,087,936 2,087,936
    SPDR S&P OIL & GAS EXP & PR(XOP)- 26,309 SHARES 535,651 535,651
    VANGUARD MID-CAP ETF(VO)- 30,969 SHARES 5,417,097 5,417,097
    FIDELITY INTERNATIONAL INDEX FUND(FSPSX)- 151,390.27 SHARES 6,496,156 6,496,156
    OAKMARK INTERNATIONAL-INST(OANIX)- 145,314.347 SHARES 3,566,014 3,566,014
    ISHARES MSCI JAPAN ETF(EWJ)- 35,281 SHARES 2,096,750 2,096,750
    ISHARES MSCI ALL COUNTRY ASI(AAXJ)- 32,154 SHARES 2,239,526 2,239,526
    ISHARES MSCI CHINA ETF(MCHI)- 6,443 SHARES 384,389 384,389
    ISHARES CORE MSCI EMERGING(IEMG)- 62,305 SHARES 3,188,147 3,188,147
    ISHARES MSCI INDIA ETF(INDA)- 61,375 SHARES 2,114,983 2,114,983
    NEUBERGER BER GR CHINA EQ-IS(NCEIX)- 69,269.009 SHARES 669,831 669,831
    VANECK GOLD MINERS(GDX)- 44,177 SHARES 1,196,313 1,196,313

    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE BURKE FOUNDATION INC
    EIN:
    52-1632596
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BW PRIVATE INVESTORS OFFSHORE, LTD. FMV 1,242,889 1,242,889
    COATUE OFFSHORE FUND, LTD. CLASS B FMV 978,202 978,202
    COATUE OFFSHORE FUND, LTD FMV 31,500 31,500
    LAKEWOOD CAPITAL OFFSHORE FUND, FMV 156,476 156,476
    LAKEWOOD CAPITAL OFFSHORE FUND, FMV 794,833 794,833
    RIDGE SELECT: PRIVATE INVESTORS FMV 578,706 578,706
    ROSE GROVE OFFSHORE FUND I, LTD. FMV 529,575 529,575
    THE WINTON FUND LIMITED TRANCHE B FMV 862,421 862,421
    THIRD POINT OFFSHORE FUND, LTD. FMV 836,289 836,289
    VARDE CREDIT PARTNERS (OFFSHORE), FMV 1,801,181 1,801,181
    VARDE CREDIT PARTNERS (OFFSHORE), FMV 310,958 310,958
    YORK EUROPEAN OPPORTUNITIES UNIT FMV 501,317 501,317
    TORTOISE MLP & PIPELINE-INST(TORIX)-163,941.43 SHARES FMV 1,903,360 1,903,360
    ISHARES GOLD TRUST(IAU)-150,698 SHARES FMV 2,106,758 2,106,758
    JPM PRIME MM FD - CAP FUND(CJPXX)- 899,730.081 SHARES FMV 900,000 900,000
    DODGE & COX INCOME FD (DODIX) 263,140.84 SHARES FMV 3,728,706 3,728,706
    DOUBLELINE TTL RTRN BND-I(DBLTX) 410,254.25 SHARES FMV 4,385,618 4,385,618
    FIDELITY CONS INCOME BOND-IS (FCNVX) 136,498.8 SHARES FMV 1,371,813 1,371,813
    PIMCO TOTAL RETURN FD-INST(PTTRX) 302,034.39 SHARES FMV 3,156,259 3,156,259
    VANGUARD TOTAL BOND MARKET INDEX FUND ADM-(VBTLX) 880,872.03 SHARES FMV 9,768,871 9,768,871
    SCHWAB U.S. TIPS ETF(SCHP) 37,560 SHARES FMV 2,128,901 2,128,901
    PEG GLOBAL PRIVATE EQUITY VIII OFFSHORE SPECIAL LP FMV 140,559 140,559
    PEG GLOBAL PRIVATE EQUITY VII OFFSHORE SPECIAL LP FMV 2,302,758 2,302,758
    CLARION PRIVATE INVESTORS, LLC FMV 1,072,253 1,072,253
    CPI (CARLYLE PROPERTY) PRIVATE INVESTORS, LLC FMV 1,000,000 1,000,000
    ETON PARK OVERSEAS FUND LTD FMV 1,261 1,261

    TY 2018 LegalFeesSchedule
    Name:
    THE BURKE FOUNDATION INC
    EIN:
    52-1632596
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 1,033 0 0 1,033


    TY 2018 OtherAssetsSchedule
    Name:
    THE BURKE FOUNDATION INC
    EIN:
    52-1632596
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SECURITY DEPOSIT 11,570 11,570 11,570


    TY 2018 OtherExpensesSchedule
    Name:
    THE BURKE FOUNDATION INC
    EIN:
    52-1632596
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    RECRUITING FEES 36,024 0 0 36,024
    EQUIPMENT RENTAL 4,866 0 0 4,866
    PAYROLL FEES 2,042 0 0 2,042
    OFFICE SUPPLIES 15,540 0 0 14,446
    FURNITURE AND RENOVATIONS 50,674 0 0 51,829
    TELEPHONE/INTERNET 3,891 0 0 3,572
    INSURANCE 5,600 0 0 5,600
    PROFESSIONAL DEVELOPMENT 2,783 0 0 2,760
    BOARD EXPENSE 2,627 0 0 2,627
    MEMBERSHIP DUES & SUBSCRIPTIONS 4,548 0 0 4,433
    WEBSITE AND MARKETING 17,036 0 0 16,786
    BANK FEES 412 412 0 0
    ROUNDTABLE EXPENSE 9,112 0 805 8,307
    POSTAGE AND FEDEX 612 0 0 654
    COMPUTER HARDWARE AND SOFTWARE 8,420 0 0 3,064
    OTHER PARTNERSHIP EXPENSES 0 7,439 0 0


    TY 2018 OtherIncomeSchedule2
    Name:
    THE BURKE FOUNDATION INC
    EIN:
    52-1632596
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PROGRAM REVENUE 25,825   25,825
    GRANT REFUND 231,599 0 0


    TY 2018 OtherIncreasesSchedule
    Name:
    THE BURKE FOUNDATION INC
    EIN:
    52-1632596
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 4,228,003


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE BURKE FOUNDATION INC
    EIN:
    52-1632596
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    IT CONSULTING 7,861 0 0 7,861
    PROGRAM CONSULTING 104,700 0 0 104,700
    OTHER PROFESSIONAL FEES 7,362 0 0 6,721
    INVESTMENT MANAGEMENT FEES 293,278 293,278 0 0


    TY 2018 TaxesSchedule
    Name:
    THE BURKE FOUNDATION INC
    EIN:
    52-1632596
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 120,000 0 0 0
    OTHER TAXES 379 379 0 0