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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
Bob & Felicia Burger Family Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

84-3082035
B Telephone number (see instructions)

(800) 839-1754
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$1,071,566J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 27 27  
4 Dividends and interest from securities... 17,379 17,379  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -4,993
b Gross sales price for all assets on line 6a 1,299,815
7 Capital gain net income (from Part IV, line 2)... 356,940
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).......      
12 Total. Add lines 1 through 11........ 12,413 374,346  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 6,966 6,966    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,020 658    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 11,573 133   11,440
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 24,559 7,757   11,440
25 Contributions, gifts, grants paid....... 125,800 125,800
26 Total expenses and disbursements. Add lines 24 and 25 150,359 7,757   137,240
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -137,946
b Net investment income (if negative, enter -0-) 366,589
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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.............      
2 Savings and temporary cash investments......... 10,365 35,612 35,612
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)....... 1,038,247 Click to see attachment875,054 1,035,954
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,048,612 910,666 1,071,566
Liabilities 17 Accounts payable and accrued expenses..........    
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)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 1,048,612 910,666
29 Total net assets or fund balances (see instructions)..... 1,048,612 910,666
30 Total liabilities and net assets/fund balances (see instructions). 1,048,612 910,666
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,048,612
2
Enter amount from Part I, line 27a .....................
2
-137,946
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
910,666
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
910,666
Form 990-PF (2020)
Form 990-PF (2020)
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 Publicly-traded Securities      
b
c
d
e
(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 1,299,815   942,875 356,940
b
c
d
e
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       356,940
b
c
d
e
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 2 356,940
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 5,096
c All other domestic foundations enter 1.39% 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  
3 Add lines 1 and 2........................... 3 5,096
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,096
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 4,900
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 200
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,100
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
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 4
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet4 RefundedBullet 11  
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 the instructions
for the 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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)
    bulletDE
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    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 2020, 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
     
     
    ........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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    Robert R Burger Dir, Pres, Sec, Treas
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    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  
    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.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    959,042
    b
    Average of monthly cash balances.......................
    1b
    29,695
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    988,737
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    988,737
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    14,831
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    973,906
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    48,695
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    48,695
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    5,096
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,096
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    43,599
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    43,599
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    43,599
    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
    137,240
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    137,240
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    137,240
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 43,599
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 3,229
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 137,240
    a Applied to 2019, but not more than line 2a 3,229
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 43,599
    e Remaining amount distributed out of corpus 90,412
    5 Excess distributions carryover applied to 2020.    
    (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 90,412
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    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) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		90,412
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020.... 90,412
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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).)
    Robert R Burger
    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 (2020)
    Form 990-PF (2020)
    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
    40 DAYS FOR LIFE
    4112 E 29TH ST
    BRYAN,TX77802     		N/A PC General & Unrestricted 500
    ALL GODS CHILDREN INTERNATIONAL
    1400 NE 136TH AVE STE 201
    VANCOUVER,WA98684     		N/A PC General & Unrestricted 1,000
    ARCHDIOCESE OF CINCINNATI
    100 E 8TH ST
    CINCINNATI,OH45202     		N/A PC Catholic Ministries Appeal Fund 500
    ARCHDIOCESE OF CINCINNATI
    100 E 8TH ST
    CINCINNATI,OH45202     		N/A PC Society for the Propagation of the Faith, Mission office 500
    ARCHDIOCESE OF CINCINNATI
    100 E 8TH ST
    CINCINNATI,OH45202     		N/A PC Catholic Ministries Appeal Fund 500
    CARDINAL NEWMAN SOCIETY FOR THE PRESERVATION OF CA
    PO BOX 1879
    MERRIFIELD,VA22116     		N/A PC General & Unrestricted 500
    CATHOLIC RELIEF SERVICES INC
    228 W LEXINGTON ST
    BALTIMORE,MD21201     		N/A PC General & Unrestricted 1,000
    CATHOLICS UNITED FOR THE POOR
    PO BOX 14548
    CINCINNATI,OH45250     		N/A PC General & Unrestricted 500
    CINCINNATI RIGHT TO LIFE EDUCATION FOUNDATION
    1802 W GALBRAITH RD
    CINCINNATI,OH45239     		N/A PC General & Unrestricted 2,700
    CISE
    100 E 8TH ST
    CINCINNATI,OH45202     		N/A PC General & Unrestricted 500
    CITIZENS FOR COMMUNITY VALUES
    PO BOX 2945
    COLUMBUS,OH43216     		N/A PC General & Unrestricted 300
    COMBONI MISSIONARIES OF THE HEART OF JESUS INC
    1318 NAGEL RD
    CINCINNATI,OH45255     		N/A PC General & Unrestricted 500
    CONGREGATION OF HOLY CROSS SOUTHERN PROVINCE INC
    PO BOX 774
    NOTRE DAME,IN46556     		N/A SO I Golden Treasury of Holy Cross Prayer 500
    COUPLE TO COUPLE LEAGUE INTERNATIONAL INC
    5440 MOELLER AVE STE 149
    NORWOOD,OH45212     		N/A PC General & Unrestricted 300
    DE PAUL CRISTO REY HIGH SCHOOL
    1133 CLIFTON HILLS AVE
    CINCINNATI,OH45220     		N/A PC General & Unrestricted 1,000
    ELDER HIGH SCHOOL
    3900 VINCENT AVE
    CINCINNATI,OH45205     		N/A PC Renie O'Conner Scholarship Fund, in memory and honor of Renie O'Conner 100
    FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS
    PO BOX 17408
    DENVER,CO80217     		N/A PC General & Unrestricted 300
    FOCUS ON THE FAMILY
    8605 EXPLORER DR
    COLORADO SPRINGS,CO80920     		N/A PC General & Unrestricted 300
    FRIARS CLUB INC
    4300 VINE ST
    CINCINNATI,OH45217     		N/A PC General & Unrestricted 500
    GOOD SAMARITAN HOSPITAL FOUNDATION OF CINCINNATI
    625 EDEN PARK DR 7TH FL
    CINCINNATI,OH45202     		N/A PC Charitable Event 1,000
    HOPE FOR KABINGO INC
    PO BOX 54744
    CINCINNATI,OH45254     		N/A PC General & Unrestricted 1,000
    INDIANA UNIVERSITY FOUNDATION
    PO BOX 6460
    INDIANAPOLIS,IN46204     		N/A PC Indiana University School of Nursing 250
    LA SALLE HIGH SCHOOL
    3091 N BEND RD
    CINCINNATI,OH45239     		N/A PC General & Unrestricted 50,000
    LA SALLE HIGH SCHOOL
    3091 N BEND RD
    CINCINNATI,OH45239     		N/A PC Lancers Helping Lancers Feb 2020, Krueger Golf Outing, Bob & Julie Kreuger Scholarship Fund, John Bosse Scholarship Fund, Robert & Marilyn Burger Scholarship Fund 15,000
    LA SALLE HIGH SCHOOL
    3091 N BEND RD
    CINCINNATI,OH45239     		N/A PC LaSalle Campus Ministry: Memorial Mass for John Bosse, Joan Binzer, Eugene Masur and Bill Meiners Meiners 200
    LA SALLE HIGH SCHOOL
    3091 N BEND RD
    CINCINNATI,OH45239     		N/A PC LaSalle Campus Ministry: Memorial Mass for Tom Binzer and Trevor Hoelker 200
    LA SALLE HIGH SCHOOL
    3091 N BEND RD
    CINCINNATI,OH45239     		N/A PC LaSalle Campus Ministry 200
    LIFE FORWARD PREGNANCY CARE OF CINCINNATI INC
    2415 AUBURN AVE
    CINCINNATI,OH45219     		N/A PC General & Unrestricted 500
    LIFE ISSUES INSTITUTE
    2800 SHIRLINGTON RD STE 1200
    ARLINGTON,VA22206     		N/A PC General & Unrestricted 500
    LITTLE SISTERS OF THE POOR OF CINCINNATI
    476 RIDDLE RD
    CINCINNATI,OH45220     		N/A PC General & Unrestricted 500
    MAGNIFIED GIVING
    9940 READING RD
    CINCINNATI,OH45241     		N/A PC General & Unrestricted 300
    MARY FOUNDATION
    19524 CENTER RIDGE RD STE 4
    ROCKY RIVER,OH44116     		N/A PC General & Unrestricted 500
    MERCY MCAULEY HIGH SCHOOL
    6000 OAKWOOD AVE
    CINCINNATI,OH45224     		N/A PC General & Unrestricted 500
    MT ST MARY SEMINARY OF THE WEST ATHENAEUM OF OHIO
    6616 BEECHMONT AVE
    CINCINNATI,OH45230     		N/A PC General & Unrestricted 10,000
    NATIONAL FOOTBALL FOUNDATION AND COLLEGE HALL OF F
    433 LAS COLINAS BLVD E STE 1130
    IRVING,TX75039     		N/A PC National Scholar Athlete Alumni Association Fund 750
    OUR DAILY BREAD
    PO BOX 14862
    CINCINNATI,OH45250     		N/A PC General & Unrestricted 500
    OUR LADY OF THE HOLY SPIRIT CENTER
    5440 MOELLER AVE
    NORWOOD,OH45212     		N/A PC General & Unrestricted 500
    PREGNANCY CENTER WEST INC
    4900 GLENWAY AVE
    CINCINNATI,OH45238     		N/A PC General & Unrestricted 500
    RUAH WOODS
    6675 WESSELMAN RD
    CINCINNATI,OH45248     		N/A PC Ruah Woods online fundraising event 2,500
    SACRED HEART RADIO INC
    100 E 8TH ST
    CINCINNATI,OH45202     		N/A PC General & Unrestricted 1,000
    SAINT JOHN INSTITUTE
    4775 S PEARL ST
    ENGLEWOOD,CO80113     		N/A PC General & Unrestricted 10,000
    SANTA MARIA COMMUNITY SERVICES
    617 STEINER ST
    CINCINNATI,OH45204     		N/A PC General & Unrestricted 300
    SISTERS OF NOTRE DAME DENAMUR OHIO PROVINCE CHARIT
    701 E COLUMBIA AVE
    CINCINNATI,OH45215     		N/A PC General & Unrestricted 500
    SISTERS OF ST FRANCIS COMMUNITY SUPPORT TRUST
    PO BOX 100 22143 MAIN ST
    OLDENBURG,IN47036     		N/A PC General & Unrestricted 500
    SOCIETY OF ST PHILIP NERI
    123 E 13TH ST
    CINCINNATI,OH45202     		N/A PC General & Unrestricted 500
    SOCIETY OF ST VINCENT DEPAUL PARTICULAR COUNCIL OF
    1125 BANK ST
    CINCINNATI,OH45214     		N/A PC General & Unrestricted 500
    ST ANGELA MERICI PARISH
    20970 LORAIN RD
    FAIRVIEW PARK,OH44126     		N/A PC General & Unrestricted 250
    ST IGNATIUS OF LOYOLA CATHOLIC CHURCH
    5222 N BEND RD
    CINCINNATI,OH45247     		N/A PC General & Unrestricted 10,000
    ST IGNATIUS OF LOYOLA CATHOLIC CHURCH
    5222 N BEND RD
    CINCINNATI,OH45247     		N/A PC Easter Gift Fund 2,500
    ST LEO THE GREAT CHURCH
    2573 SAINT LEO PL
    CINCINNATI,OH45225     		N/A PC General & Unrestricted 500
    ST XAVIER HIGH SCHOOL INC
    600 W N BEND RD
    CINCINNATI,OH45224     		N/A PC General & Unrestricted 50
    ST XAVIER HIGH SCHOOL INC
    600 W N BEND RD
    CINCINNATI,OH45224     		N/A PC Nancy and William Keating Family Scholarship Fund 100
    THE UNIVERSITY OF TENNESSEE FOUNDATION INC
    1525 UNIVERSITY AVE
    KNOXVILLE,TN37921     		N/A PC Nursing School 200
    UNIVERSITY OF CINCINNATI FOUNDATION
    PO BOX 19970
    CINCINNATI,OH45219     		N/A PC University of Cincinnati College of Medicine 500
    UNIVERSITY OF NOTRE DAME DU LAC
    511 MAIN BLDG
    NOTRE DAME,IN46556     		N/A PC Notre Dame Center for Ethics and Culture 1,000
    Total .................................bullet 3a 125,800
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    a
    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 27  
    4 Dividends and interest from securities....     14 17,379  
    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 -4,993  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   12,413  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    12,413
    (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.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


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    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    Bob & Felicia Burger Family Foundation
    EIN:
    84-3082035
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Bob & Felicia Burger Family Foundation
    EIN:
    84-3082035
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABB LTD 1,082 1,230
    ACCENTURE PLC 2,030 3,135
    ADOBE SYSTEMS, INC 4,212 6,001
    ADYEN-NV 2,708 6,993
    AIA GROUP LTD ADR 2,364 2,751
    AIR PRODS & CHEM INC 5,739 6,831
    ALIBABA GROUP HOLDING LTD 7,590 7,913
    ALPHABET INC CL A 12,185 14,021
    ALTRIA GROUP INC 6,855 6,314
    AMAZON COM 11,346 19,542
    AMBEV SA 3,627 3,458
    AMERICAN TOWER REIT INC 9,014 8,529
    ANALOG DEVICES INC 5,232 6,500
    ANHEUSER BUSCH COS INC 805 1,258
    APPLE INC 6,568 10,881
    ASAHI KAISAI CP ADR 2,970 2,868
    ASTRAZENECA 4,116 4,199
    AUTODESK, INC 5,280 9,771
    BAIDU.COM - ADR 3,114 4,974
    BALL CP 3,348 4,473
    BERKSHIRE HATHAWAY INC. CLASS 9,319 9,739
    BIO RAD LABS INC CL A 3,020 4,664
    BLACKROCK INC 6,409 8,658
    BOEING CO 6,609 8,134
    BRITISH AMERICAN TOBACCO PLC 5,099 4,574
    BROADCOM INC 4,311 6,130
    BUDWEISER BREWING COMPANY APAC 875 792
    CADENCE DESIGN SYSTEMS INC 4,682 5,184
    CALRSBERG AS SP ADR REP B 3,331 3,406
    CHEVRON CORP 8,090 6,587
    CHINA MERCHANTS BANK 1,041 1,438
    CINCINNATI FINANCIAL CORP 4,490 3,670
    CISCO SYSTEMS INC 6,108 5,549
    CLOROX CO 1,105 1,413
    CME GROUP, INC 2,498 2,185
    CMS ENERGY CP 987 915
    COLGATE-PALMOLIVE COMPANY 2,204 2,736
    COMCAST CORP 8,250 8,489
    COMPAGNIE FINANCIERE RICHEMONT 1,688 2,408
    CORE LABORATORIES 311 212
    CROWN CASTLE INTL 11,860 12,735
    DANAHER CORP 5,180 7,108
    DBS GROUP HLDGS SPON ADR 1,826 1,825
    DEERE CO 4,961 7,802
    DIAGEO PLC ADS 6,150 6,352
    DIGITAL RLTY TR INC 2,003 2,232
    DOMINION ENERGY INC 5,851 5,339
    DOW INC 1,211 1,277
    DYNATRACE 4,998 5,409
    EAST WEST BANCORP, INC 1,394 2,383
    ECOLAB INC 3,493 3,894
    EDWARDS LIFESCIENCES 3,771 4,288
    ELI LILLY & CO 1,337 1,520
    ENBRIDGE INC 2,447 1,919
    ENEL SOCIETA PER AZI 2,272 2,741
    ENN ENERGY HOLDINGS LIMITED 846 1,178
    EQUINIX, INC 1,774 2,143
    EQUITRANS MIDSTREAM CORPORATIO 2,243 1,624
    ETSY INC 1,888 4,270
    EVEREST RE GROUP LTD 1,120 936
    EXPEDITORS INTL WASH INC 1,982 2,568
    EXPERIAN GROUP LTD S/ADR 3,995 4,365
    FACEBOOK INC 7,101 8,741
    FANUC LIMITED UNSPONSORED 2,341 4,494
    FASTENAL COMPANY 3,942 5,322
    FORTIVE CORPORATION 4,465 4,957
    FRANKLIN RES INC 2,336 2,274
    GAMING AND LEISURE PROPERTIES, 1,852 2,078
    GLAXOSMITHKLINE PLC 2,239 1,840
    GROUPE DANONE ADS 3,040 2,463
    HARTFORD MULTIFACTOR DEVELOPED 20,338 19,562
    HOME DEPOT INC 4,247 4,781
    HONEYWELL INTL 1,217 1,489
    HONG KONG EX&CL UNSP/ADR 5,164 7,499
    IBERDROLA ADR 1,550 2,128
    IDEXX CORP 3,834 6,998
    IMPERIAL BRANDS PL 1,252 1,009
    INDUSTRIA DE DISENO 2,551 2,534
    INTEL CORP 9,119 7,423
    INTUIT 5,683 7,597
    ISHARE SP SMALL CAP 600 INDEX 94,718 103,478
    JOHNSON & JOHNSON 7,765 8,499
    JP MORGAN CHASE 1,758 1,906
    KLA TENCOR CORP 1,695 2,330
    KON KPN NV SPON ADR REP 1 ORD 2,757 2,923
    KONINKLIJKE PHILIPS ELECTRONIC 1,841 2,167
    KRAFT HEINZ CO 1,131 1,248
    LAS VEGAS SANDS CORP 1,478 1,252
    LOCKHEED MARTIN CORP 1,108 1,065
    LONGFOR PROPERTIES UNSP ADR 3,095 4,001
    LOWES COMPANIES INC 6,177 8,186
    LYONDELLBASELL INDUSTRIES NV 693 917
    MARVEL TECH INC 3,402 6,133
    MERCADOLIBRE, INC 5,958 15,077
    MERCK & CO INC 8,428 7,853
    MICROSOFT CORP 17,399 24,911
    MONOLITHIC POWER SYSTEMS, INC 3,022 5,860
    NATIONAL GRID TRANSCO PLC 2,145 2,243
    NESTLE S.A 10,475 11,073
    NETAPP, INC 1,807 2,120
    NEW WORLD FUND, INC (F2) 34,412 42,183
    NIKE INC-CL B 3,749 5,093
    NINTENDO CO LTD ADR UNSPON 5,403 6,442
    NORDSON CP 2,955 3,416
    NORFOLK SOUTHERN CORP 8,312 9,742
    NOVARTIS AG ADR 8,394 8,876
    NOVO NORDISK A S 1,654 1,886
    NXP SEMICONDUCTORS 1,869 3,657
    ORACLE CORP 6,045 7,116
    PAYCHEX 5,779 6,336
    PEPSICO INC 1,209 1,335
    PFIZER INC 5,696 5,485
    PHILIP MORRIS INTL 7,087 7,120
    PING AN INSURANCE GROUP ADR 1,533 1,789
    PNC FINANCIAL GROUP INC 1,918 2,235
    PUBLIC STORAGE INC 1,485 1,847
    QUALCOMM INC 4,954 8,379
    RAYTHEON TECHNOLOGIES CORP 1,964 2,288
    RECKITT BENCKISER GROUP 2,576 2,881
    RELX PLC 1,251 1,184
    ROCHE HOLDING LTD ADR 6,962 7,146
    SALESFORCE.COM 3,760 5,786
    SAMPO PLC UNSPONSORED ADR 1,326 1,271
    SANDS CHINA LTD UNSP ADR 4,112 3,490
    SCHLUMBERGER LTD 2,713 1,615
    SEI INVESTMENTS 2,221 1,954
    SEMPRA ENERGY COM 1,671 1,656
    SERVICE NOW 3,144 6,055
    SODEXHO ALLIANCE SA SP ADR 2,020 1,561
    SQUARE INC 2,734 3,482
    STARBUCKS CORP COM 2,566 4,279
    TAIWAN SEMICONDUCTOR MFG CO LT 5,449 10,359
    TARGET CORPORATION 4,698 6,532
    TC ENERGY CORPORATION 2,136 1,995
    TENCENT HOLDINGS LIMITED 4,435 6,398
    TEXAS INSTRUMENTS INC 8,441 10,340
    THE COCA-COLA CO 5,450 5,210
    THERMO FISHER SCIENTIFIC INC 5,084 6,987
    TOKYO ELECTRON LTD 1,224 1,310
    TOTAL FINA ELF S.A 1,689 2,054
    TRINITY INDUSTRIES, INC 2,762 3,589
    TRIP COM GROUP ADR 2,790 3,204
    TRUIST FINANCIAL CORPORATION 3,443 3,115
    TYLER TECHNOLOGIES, INC 1,928 2,619
    UNDER ARMOUR INC CL A 3,419 2,816
    UNILEVER PLC AMER 6,011 6,338
    UNITED PARCEL SERVICE 5,067 7,241
    UNITEDHEALTH GROUP INC 6,597 7,715
    VANGUARD MID-CAP ETF 110,024 124,475
    VERISK ANALYTICS, INC 5,322 6,850
    VERIZON COMMUNICATIONS 5,767 5,699
    VICI PROPERTIES INC 2,730 3,290
    VISA INC 14,860 15,749
    WEST PHARMA SVCS INC 3,861 6,516
    YUM BRANDS INC 1,384 1,411
    YUM CHINA HOLDINGS INC 4,691 5,709
    ZURICH INS GROU ADR 1,981 1,984

    TY 2020 OtherExpensesSchedule
    Name:
    Bob & Felicia Burger Family Foundation
    EIN:
    84-3082035
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 5,893     5,893
    Administrative Set-Up Fee 4,400     4,400
    Bank Charges 133 133    
    Delaware Incorporation Fees 500     500
    IRS Application Fees 600     600
    Postage/Delivery Service 22     22
    State or Local Filing Fees 25     25


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Bob & Felicia Burger Family Foundation
    EIN:
    84-3082035
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 6,966 6,966    


    TY 2020 TaxesSchedule
    Name:
    Bob & Felicia Burger Family Foundation
    EIN:
    84-3082035
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2020 4,900      
    990-PF Excise Tax for 2019 462      
    Foreign Tax Paid 658 658