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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 12-01-2021 , and ending 11-30-2022
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 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) 251-4030
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$109,420,940J 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 10,354 10,354  
4 Dividends and interest from securities... 3,460,139 3,478,085  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,411,700
b Gross sales price for all assets on line 6a 29,992,045
7 Capital gain net income (from Part IV, line 2)... 1,430,506
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........ 4,882,193 4,918,945  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 515,625 0   515,625
14 Other employee salaries and wages...... 390,339 0   390,339
15 Pension plans, employee benefits....... 204,185 0   204,185
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 82,370 0   82,370
c Other professional fees (attach schedule).... Click to see attachment 625,013 290,674   334,339
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 86,092 0   86,092
21 Travel, conferences, and meetings....... 31,499 0   31,499
22 Printing and publications.......... 1,253 0   1,253
23 Other expenses (attach schedule)....... Click to see attachment 286,269 165,513   149,856
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,222,645 456,187   1,795,558
25 Contributions, gifts, grants paid....... 3,542,229 3,957,229
26 Total expenses and disbursements. Add lines 24 and 25 5,764,874 456,187   5,752,787
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -882,681
b Net investment income (if negative, enter -0-) 4,462,758
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 716,444 182,747 182,747
2 Savings and temporary cash investments......... 1,033,163 1,164,003 1,164,003
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)....... 0 Click to see attachment22,549,368 22,549,368
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment6,070,839 6,070,839
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 123,133,263 Click to see attachment79,441,513 79,441,513
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment12,470 Click to see attachment12,470 Click to see attachment12,470
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 124,895,340 109,420,940 109,420,940
Liabilities 17 Accounts payable and accrued expenses.......... 2,513 5,678
18 Grants payable................. 425,000 10,000
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)......... 427,513 15,678
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........... 124,467,827 109,405,262
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    
29 Total net assets or fund balances (see instructions)..... 124,467,827 109,405,262
30 Total liabilities and net assets/fund balances (see instructions). 124,895,340 109,420,940
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
124,467,827
2
Enter amount from Part I, line 27a .....................
2
-882,681
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
123,585,146
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
14,179,884
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
109,405,262
Form 990-PF (2021)
Form 990-PF (2021)
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 P    
b ETON PARK OVERSEAS FUND, LTD. P    
c LAKEWOOD CAPITAL OFFSHORE FUND, LTD. SB-CLASS ONE P    
d RIDGE SELECT: PRIVATE INVESTORS OFFSHORE, LTD. P    
e CPI (CARLYLE PROPERTY) PRIVATE INVESTORS, 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 28,801,419   28,509,773 291,646
b 545   299 246
c 21,530   18,545 2,985
d 38,485   51,728 -13,243
e       18,806
1,130,066     1,130,066
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       291,646
b       246
c       2,985
d       -13,243
e       18,806
      1,130,066
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 1,430,506
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 62,032
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 62,032
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 93,045
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 65,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 158,045
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 96,013
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet96,013 RefundedBullet 11 0
Part VI-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$ 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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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) 251-4030

    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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 39,620 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
    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
    RENEE BOYNTON-JARRETT TRUSTEE
    1.00     		0 0 0
    188 NASSAU STREET SUITE 2
    PRINCETON,NJ08542
    ATIYA S WEISS EXECUTIVE DIRECTOR
    50.00     		315,625 36,471 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
    RENEE NOGALES SENIOR PROGRAM OFFIC
    40.00     		140,417 35,281 0
    188 NASSAU STREET SUITE 2
    PRINCETON,NJ08542
    ALEXANDRA SMITH PROGRAM ASSOCIATE
    40.00     		67,788 15,573 0
    188 NASSAU STREET SUITE 2
    PRINCETON,NJ08542
    KERENE KABAMBI FELLOW
    40.00     		62,000 10,110 0
    188 NASSAU STREET SUITE 2
    PRINCETON,NJ08542
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 249,774
    270 PARK AVENUE
    NEW YORK,NY10017
    DAVE ELLIS CONSULTING PROGRAM CONSULTING 125,167
    52 ALMOND DRIVE
    SOMERSET,NJ08873
    SANDRA MOSKOVITZ OPERATIONS AND HR CONSULTING 80,916
    9 HAMILTON AVENUE
    PRINCETON,NJ08542
    INTO BALANCE ACCOUNTING ACCOUNTING CONSULTING 73,920
    20 MAIN STREET
    ROBBINSVILLE,NJ08691
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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 AND MATERNAL CHILD HEALTH INITIATIVES INCLUDE PROGRAMS AND ACTIVITIES TO SUPPORT AND STRENGTHEN VULNERABLE CHILDREN AND FAMILIES IN NEW JERSEY THROUGH RESEARCH REPORTS, PUBLIC AWARENESS CAMPAIGNS, 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. 705,432
    2  
    3  
    4  
    Part VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    113,689,527
    b
    Average of monthly cash balances.......................
    1b
    1,957,497
    c
    Fair market value of all other assets (see instructions)................
    1c
    12,470
    d
    Total (add lines 1a, b, and c).........................
    1d
    115,659,494
    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
    115,659,494
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,734,892
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    113,924,602
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    5,696,230
    Part X
    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 IX, line 6..................
    1
    5,696,230
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    62,032
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    62,032
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    5,634,198
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    5,634,198
    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 XII, line 1 ...
    7
    5,634,198
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 5,634,198
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 5,519,256
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 5,752,787
    a Applied to 2020, but not more than line 2a 5,519,256
    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 2021 distributable amount..... 233,531
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		5,400,667
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    ACCOMPANY DOULA CARE
    37 BREWSTER ROAD
    NEWTON,MA024611335     		N/A PC NJ COMMUNITY DOULAS 5,000
    ADVOCATES FOR CHILDREN OF NEW JERSEY
    35 HALSEY STREET 2
    NEWARK,NJ07102     		N/A PC TRENTON KIDS COUNT SUPPORT 25,000
    ADVOCATES FOR CHILDREN OF NEW JERSEY
    35 HALSEY STREET 2
    NEWARK,NJ07102     		N/A PC SUPPORT FOR PARENTAL ENGAGEMENT PANELS 2,500
    ADVOCATES FOR CHILDREN OF NEW JERSEY
    35 HALSEY STREET 2
    NEWARK,NJ07102     		N/A PC EARLY YEARS FUNDERS COLLABORATIVE SUPPORT 500
    AMERICARES FOUNDATION INC
    88 HAMILTON AVENUE
    STAMFORD,CT06902     		N/A PC GENERAL SUPPORT 25,000
    AMIGOS DE JESUS
    PO BOX 476
    MALVERN,PA193559998     		N/A PC GENERAL SUPPORT 2,000
    ATLANTICARE REGIONAL MEDICAL CENTER
    6550 DELILAH RD SUITE 301
    EGG HARBOR TWP,NJ08234     		N/A PC CENTERINGPREGNANCY GRANT 10,000
    BESSIE MAE WOMEN'S HEALTH CENTER
    220 SOUTH HARRISON STREET SUITE A
    EAST ORANGE,NJ07018     		N/A PC CENTERINGPREGNANCY GRANT 10,000
    BLACK GIRLS SMILE
    384 NORTHYARDS NW
    ATLANTA,GA303132440     		N/A PC GENERAL SUPPORT 1,000
    BLACK LADIES IN PUBLIC HEALTH FOUNDATION
    500 E FRONT STREET SUITE 160-VM18
    ARLINGTON,TX76011     		N/A PC SEEDS OF SISTERHOOD SUPPORT-MELINATED MOMS 1,500
    BOSTON MEDICAL CENTER
    801 ALBANY STREET
    BOSTON,MA02119     		N/A PC VITAL VILLAGE NETWORK 50,000
    BRAZELTON TOUCHPOINTS FOUNDATION
    BOSTON CHILDRENS HOSPITAL 1295
    BOSTON STREET SUITE 320
    BOSTON,MA02215     		N/A PC SUPPORT FOR LEARNING TO LISTEN 10,000
    BRICK EDUCATION NETWORK
    534 CLINTON AVENUE
    NEWARK,NJ07108     		N/A PC HEALTHY MOMS, THRIVING BABIES SUPPORT 5,000
    BROAD FUTURES
    2013 H STREET NW 5TH FLOOR
    WASHINGTON,DC20006     		N/A PC GENERAL SUPPORT 10,000
    CAMDEN COALITION OF HEALTHCARE PROVIDERS
    800 COOPER STREET 7TH FLOOR
    CAMDEN,NJ08102     		N/A PC PRENATAL CARE INITIATION SUPPORT 25,000
    CAMPAIGN FOR TRAUMA-INFORMED POLICY AND PRACTICE (CTIPP)
    1211 VAN STREET SE UNIT 911
    WASHINGTON,DC20007     		N/A PC GENERAL OPERATING SUPPORT AND COALITION BUILDING 20,000
    CARING DOULAS
    32 SOMERSET STREET
    NEWARK,NJ07103     		N/A PC GENERAL SUPPORT 10,000
    CENTER FOR THE STUDY OF SOCIAL POLICY
    1575 EYE STREET NW SUITE 500
    WASHINGTON,DC20005     		N/A PC EARLY RELATIONAL HEALTH TRAINING 150,000
    CENTERING HEALTHCARE INSTITUTE
    89 SOUTH STREET SUITE 404
    BOSTON,MA02111     		N/A PC CENTERINGPREGNANCY 232,672
    CENTRAL JERSEY FAMILY HEALTH CONSORTIUM
    30 SILVERLINE DRIVE 2ND FL SUITE 1
    NORTH BRUNSWICK,NJ08902     		N/A PC FAMILY CONNECTS SUPPORT 10,000
    CENTRASTATE HEALTHCARE FOUNDATION
    FREEHOLD FAMILY HEALTH CENTER
    FREEHOLD,NJ07728     		N/A PC CENTERINGPREGNANCY 13,703
    CHABAD OF HUNTERDON COUNTY
    56 PAYNE ROAD SUITE 16
    LEBANON,NJ08833     		N/A PC GENERAL SUPPORT 5,000
    CHILDREN'S HOME SOCIETY OF NEW JERSEY
    635 SOUTH CLINTON AVENUE
    TRENTON,NJ08611     		N/A PC SUPPORT FOR AMAR COMMUNITY DOULA PROGRAM 171,326
    COMMUNITY FOUNDATION OF NJ
    PO BOX 338
    MORRISTOWN,NJ079630338     		N/A PC FUND FOR MATERNAL AND CHILD HEALTH - UNIVERSAL NEWBORN HOME VISITING 400,000
    COMMUNITY FOUNDATION OF NJ
    PO BOX 338
    MORRISTOWN,NJ079630338     		N/A PC NEW JERSEY HEALING TOGETHER FUND 50,000
    COOPERMAN BARNABAS MEDICAL CENTER
    95 OLD SHORT HILLS ROAD
    WEST ORANGE,NJ07052     		N/A PC CENTERINGPREGNANCY GRANT 10,000
    ELIJAH'S PROMISE
    18 NEILSON STREET
    NEW BRUNSWICK,NJ08901     		N/A PC GENERAL SUPPORT 3,000
    FAMILY HEALTH INITIATIVES
    C/O COMMUNITY DOULAS OF SOUTH
    JERSEY
    PENNSAUKEN TWP,NJ08109     		N/A PC COMMUNITY DOULAS OF SOUTH JERSEY 51,000
    FOUNDATION FOR EDUCATIONAL ADMINISTRATION
    12 CENTRE DRIVE
    MONROE TOWNSHIP,NJ088311564     		N/A PC HEALING-CENTERED EDUCATION 41,250
    FOUNDATION FOR UNIVERSITY HOSPITAL
    150 BERGEN STREET ROOM D209C
    NEWARK,NJ07103     		N/A PC CENTERINGPREGNANCY GRANT 10,000
    FREEDOM READS
    2666 STATE STREET SUITE 5A
    HAMDEN,CT06517     		N/A PC GENERAL SUPPORT 750
    HACKENSACK MERIDIAN HEALTH INC
    160 ESSEX STREET SUITE 101
    LODI,NJ07644     		N/A PC HEALTHY STEPS PILOT 106,000
    HEALTHCONNECT ONE
    227 W MONROE STREET SUITE 2100
    CHICAGO,IL60606     		N/A PC NJ DOULA LEARNING COLLABORATIVE CONFERENCE SUPPORT 15,000
    HEALTHCONNECT ONE
    227 W MONROE STREET SUITE 2100
    CHICAGO,IL60606     		N/A PC PERINATAL COMMUNITY HEALTH WORKER TRAINING SUPPORT 50,000
    HEALTHCONNECT ONE
    227 W MONROE STREET SUITE 2100
    CHICAGO,IL60606     		N/A PC SUPPORT FOR DOULA INITIATIVES 20,000
    HEALTHY HUMOR
    17 STATE STREET SUITE 4000
    NEW YORK,NY10004     		N/A PC GENERAL SUPPORT 5,000
    HOMEFRONT INC
    1800 PRINCETON AVENUE
    LAWRENCEVILLE,NJ08648     		N/A PC GENERAL SUPPORT 1,000
    HUNTERDON HEALTH FOUNDATION
    9100 WESCOTT DRIVE SUITE 202
    FLEMINGTON,NJ08822     		N/A PC CENTERINGPREGNANCY GRANT 3,000
    IDEOORG
    320 FLORIDA STREET
    SAN FRANCISCO,CA94110     		N/A PC COMMUNITY DOULA INTERACTIVE DESIGN PROJECT 132,500
    JANE H BOOKER FAMILY HEALTH CENTER
    1828 WEST LAKE AVENUE
    NEPTUNE CITY,NJ07753     		N/A PC CENTERINGPREGNANCY GRANT 3,000
    JFK FAMILY MEDICINE CENTER
    65 JAMES STREET
    EDISON,NJ08820     		N/A PC CENTERINGPREGNANCY GRANT 3,000
    KIEVE WAVUS EDUCATION INC
    PO BOX 169
    NOBLEBORO,ME04555     		N/A PC GENERAL SUPPORT 5,000
    KINDERSMILE FOUNDATION
    10 BROAD STREET
    BLOOMFIELD,NJ07003     		N/A PC ORAL HEALTH CENTER TRENTON 52,500
    LIFELINE MEDICAL ASSOCIATES
    100 CAMPUS DRIVE SUITE 405
    FLORHAM PARK,NJ07932     		N/A PC CENTERINGPREGNANCY GRANT 3,000
    LITTLEBROOK SCHOOL PARENT TEACHER ORGANIZATION
    39 MAGNOLIA LANE
    PRINCETON,NJ08542     		N/A PC GENERAL SUPPORT 7,500
    MANNA
    420 N 20TH STREET
    PHILADELPHIA,PA19130     		N/A PC GENERAL SUPPORT 2,500
    MARCH OF DIMES-207
    1614 UNION VALLEY ROAD SUITE O
    WEST MILFORD,NJ07480     		N/A PC MARCH OF DIMES NJ AMBASSADORS OF HEALTH SUPPORT 5,000
    MATCHDOG RESCUE
    235 FLAMINGO DRIVE
    MARLTON,NJ08053     		N/A PC GENERAL SUPPORT 1,000
    MOUNT SINAI PARENTING CENTER
    ICAHN SCHOOL OF MEDICINE AT MOUNT
    SINAI ONE GUSTAVE LEVY PLACE BOX 15
    NEW YORK,NY10029     		N/A PC SUPPORT FOR PEDIATRIC TRAINING AND SPARKS VIDEO SERIES 500,000
    NATIONAL ACADEMY OF MEDICINE
    PO BOX 936138
    ATLANTA,GA311936135     		N/A PC GENERAL SUPPORT 5,000
    NATIONAL WOMEN'S HISTORY MUSEUM
    205 S WHITING STREET SUITE 401
    ALEXANDRIA,VA22304     		N/A PC GENERAL SUPPORT 25,000
    NEW JERSEY INSTITUTE FOR SOCIAL JUSTICE
    60 PARK PLACE
    NEWARK,NJ07102     		N/A PC GENERAL SUPPORT 5,000
    NEW JERSEY POLICY PERSPECTIVE
    BOX 22766
    TRENTON,NJ086070766     		N/A PC GENERAL SUPPORT 1,000
    NEW YORK ABORTION ACCESS FUND
    FDR STATION BOX 7569
    NEW YORK,NY10150     		N/A PC GENERAL SUPPORT 2,000
    NEWARK BETH ISRAEL MEDICAL CENTER
    201 LYONS AVENUE
    NEWARK,NJ07112     		N/A PC CENTERINGPREGNANCY GRANT 10,000
    NEWARK COMMUNITY HEALTH CENTERS
    714 BROADWAY
    NEWARK,NJ07104     		N/A PC CENTERINGPREGNANCY GRANT 10,000
    NEWARK COMMUNITY HEALTH CENTERS
    714 BROADWAY
    NEWARK,NJ07104     		N/A PC SUPPORT FOR COMMUNITY RESOURCE FAIR IN NEWARK 15,000
    NJ AFFILIATE OF THE ACNM
    53 JAY STREET
    CLIFTON,NJ07013     		N/A PC ACNM NJ AFFILIATE SUPPORT 600
    NJ CHAPTER AMERICAN ACADEMY OF PEDIATRIC
    50 MILLSTONE ROAD BUILDING 200
    SUITE 130
    EAST WINDSOR,NJ08520     		N/A PC ENVIRONMENTAL TRANSFORMATION PROJECT 30,000
    NJ CHAPTER AMERICAN ACADEMY OF PEDIATRIC
    50 MILLSTONE ROAD BUILDING 200
    SUITE 130
    EAST WINDSOR,NJ08520     		N/A PC SUPPORT FOR LAUNCHING NJ CENTERING ALLIANCE 65,500
    NJ HEALTH CARE QUALITY INSTITUTE
    PO BOX 2246
    PRINCETON,NJ08542     		N/A PC MIDWIFERY FIELD SCAN 50,250
    NJ HEALTH CARE QUALITY INSTITUTE
    PO BOX 2246
    PRINCETON,NJ08542     		N/A PC MAYORS WELLNESS CAMPAIGN SUPPORT 1,000
    NJ HEALTH CARE QUALITY INSTITUTE
    PO BOX 2246
    PRINCETON,NJ08542     		N/A PC LAUNCHING MATERNAL INFANT HEALTH LEARNING AND POLICY LAB 80,995
    PARENTS ENGAGING PARENTS
    11 COMMERCE DRIVE SUITE 310
    CRANFORD,NJ07016     		N/A PC GENERAL SUPPORT 5,000
    PARTNERSHIP FOR MATERNAL & CHILD HEALTH OF NORTHERN NJ
    50 PARK PLACE SUITE 700
    NEWARK,NJ07102     		N/A PC PATERSON DOULA COOPERATIVE SUPPORT 30,050
    PARTNERSHIP FOR MATERNAL & CHILD HEALTH OF NORTHERN NJ
    50 PARK PLACE SUITE 700
    NEWARK,NJ07102     		N/A PC PARTNERSHIP FOR MATERNAL HEALTH SUPPORT 1,000
    PERINATAL HEALTH EQUITY INITIATIVE
    280 S HARRISON STREET SUITE 311
    EAST ORANGE,NJ07018     		N/A PC PERINATAL HEALTH EQUITY INITIATIVE STUDY SUPPORT 39,500
    PHILADELPHIA ANIMAL WELFARE SOCIETY
    2900 GRAYS FERRY AVENUE
    PHILADELPHIA,PA19146     		N/A PC GENERAL SUPPORT 2,500
    PLAN A HEALTH
    PO BOX 20066
    NEW YORK,NY10025     		N/A PC GENERAL SUPPORT 750
    PLANNED PARENTHOOD OF METROPOLITAN NJ
    238 MULBERRY STREET
    NEWARK,NJ07102     		N/A PC CENTERINGPREGNANCY SUPPORT 500
    PRESIDENT AND FELLOWS OF HARVARD COLLEGE
    PO BOX 415649
    BOSTON,MA022415649     		N/A PC EARLY RELATIONAL HEALTH FIELD SCAN 15,000
    PRETERM CLEVELAND OHIO
    12000 SHAKER BOULEVARD
    CLEVELAND,OH44120     		N/A PC GENERAL SUPPORT 2,000
    PRINCETON AREA COMMUNITY FOUNDATION
    15 PRINCESS ROAD
    LAWRENCEVILLE,NJ08648     		N/A PC COMMUNITY IMPACT GRANT FUNDING 200,000
    PRINCETON NURSERY SCHOOL
    78 LEIGH AVENUE
    PRINCETON,NJ08542     		N/A PC GENERAL SUPPORT 9,500
    PRINCETON UNIVERSITY-NJ FAMILIES STUDY
    OFFICE OF POPULATION RESEARCH
    PRINCETON,NJ08540     		N/A PC SUPPORT FOR THE NEW JERSEY FAMILIES STUDY 50,000
    PRINCETON-BLAIRSTOWN CENTER
    13 ROSZEL ROAD SUITE B109
    PRINCETON,NJ08540     		N/A PC GENERAL SUPPORT 5,000
    PROGRAMS FOR PARENTS
    570 BROAD STREET 8TH FLOOR
    NEWARK,NJ07102     		N/A PC GENERAL SUPPORT 250
    REACH OUT AND READ
    89 SOUTH STREET SUITE 201
    BOSTON,MA02111     		N/A PC SUPPORT FOR EARLY RELATIONAL HEALTH TRAINING 1,700
    REGIONAL WOMENS HEALTH GROUP LLC
    227 LAUREL ROAD SUITE 300
    VOORHEES,NJ08043     		N/A PC CENTERINGPREGNANCY GRANT -10,000
    RESILIENT MINDS ON THE FRONT LINES
    1330 RT 70
    MANCHESTER,NJ08759     		N/A PC SUPPORT FOR SCHOOLS AND LAW ENFORCEMENT BUILDING RESPONSIVE PARTNERSHIPS PILOT PROGRAM GRANT 90,000
    ROCKEFELLER PHILANTHROPY ADVISORS INC
    6 WEST 48TH STREET 10TH FLOOR
    NEW YORK,NY10036     		N/A PC NEW JERSEY BIRTH EQUITY FUNDERS ALLIANCE 200,000
    RUTGERS SCHOOL OF PUBLIC HEALTH - URBAN
    ONE RIVERFRONT PLAZA SUITE 1020
    NEWARK,NJ07102     		N/A PC SUPPORT FOR AMAR COMMUNITY DOULA PROGRAM 3,500
    RUTGERS SCHOOL OF PUBLIC HEALTH - URBAN
    ONE RIVERFRONT PLAZA SUITE 1020
    NEWARK,NJ07102     		N/A PC CENTERINGPREGNANCY PLANNING GRANT 54,000
    RUTGERS UNIVERSITY FOUNDATION
    ONE ROBERT WOOD JOHNSON PLACE
    NEW BRUNSWICK,NJ08901     		N/A PC GENERAL SUPPORT 25,000
    SOCIAL RESPONSIBILITY THROUGH ME
    1840 BROADWAY
    CAMDEN,NJ08104     		N/A PC GENERAL SUPPORT 5,000
    SOCIETY FOR RESEARCH IN CHILD DEVELOPMENT
    1825 K STREET NW SUITE 325
    WASHINGTON,DC20006     		N/A PC GENERAL SUPPORT 5,000
    SOUND START FOUNDATION
    PO BOX 155
    MOUNTAIN LAKES,NJ07046     		N/A PC GENERAL SUPPORT 10,000
    SOURLAND CONSERVANCY
    83 PRINCETON AVENUE SUITE 1A
    HOPEWELL,NJ085252020     		N/A PC GENERAL SUPPORT 5,000
    SOUTHERN JERSEY FAMILY MEDICAL CENTER
    1 N WHITE HORSE PIKE
    HAMMONTON,NJ080371875     		N/A PC SUPPORT FOR MATERNAL HEALTH RESOURCE FAIR 6,000
    ST JUDE'S CHILDREN'S RESEARCH HOSPITAL
    PO BOX 3704
    MEMPHIS,TN381012132     		N/A PC GENERAL SUPPORT 500
    THE FATHER CENTER OF NEW JERSEY
    1 WEST STATE STREET 5TH FL
    TRENTON,NJ08608     		N/A PC GENERAL SUPPORT 2,500
    THE WATERSHED INSTITUTE
    31 TITUS MILL ROAD
    PENNINGTON,NJ08534     		N/A PC GENERAL SUPPORT 5,000
    TRENTON CIRCUS SQUAD
    675 S CLINTON AVE
    TRENTON,NJ08611     		N/A PC GENERAL SUPPORT 5,000
    TRENTON HEALTH TEAM
    1 WEST STATE STREET 4TH FLOOR
    TRENTON,NJ08608     		N/A PC SAFER CHILDBIRTH CITITES INITIATIVE SUPPORT 33,333
    TRENTON HEALTH TEAM
    1 WEST STATE STREET 4TH FLOOR
    TRENTON,NJ08608     		N/A PC SUPPORT FOR UNIVERSAL NEWBORN HOME VISITING PILOT 250,000
    TRENTON YOUTH WRESTLING
    4547 PROVINCE LINE ROAD
    PRINCETON,NJ08540     		N/A PC GENERAL SUPPORT 10,000
    WILDLIFE CENTER FRIENDS
    PO BOX 161
    TITUSVILLE,NJ08560     		N/A PC GENERAL SUPPORT 1,000
    YOUNG AUDIENCES NEW JERSEY & EASTERN PA
    200 FORRESTAL ROAD
    PRINCETON,NJ08540     		N/A PC GENERAL SUPPORT 25,000
    ZERO TO THREE
    1255 23RD STREET NW SUITE 350
    WASHINGTON,DC20037     		N/A PC ADVANCING HEALTHYSTEPS PILOT 291,100
    Total .................................bullet 3a 3,957,229
    bApproved for future payment
    UNIVERSITY OF PITTSBURGH
    PHILANTHROPIC ALUMNI ENGAGEMENT
    PITTSBURGH,PA15260     		N/A PC GENERAL SUPPORT 10,000
    Total .................................bullet 3b 10,000
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 10,354  
    4 Dividends and interest from securities ....          
    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 1,411,700  
    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) .. 0 4,882,193 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    4,882,193
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 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 73,920 0   73,920
    TAX PREPARATION 8,450 0   8,450

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THE BURKE FOUNDATION INC
    EIN:
    52-1632596
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ACADIA HEALTHCARE CO 5.000% DUE 4/15/29 59,000.000 SHARES 54,434 54,434
    AECOM 5.125% DUE 3/15/27 42,000.000 SHARES 40,861 40,861
    ALBERTSONS COS 4.625% DUE 1/15/27 49,000.000 SHARES 45,329 45,329
    ALLY FINL INC 8.000% DUE 11/1/31 21,000.000 SHARES 22,528 22,528
    AMC NETWORKS INC 4.750% DUE 8/1/25 35,000.000 SHARES 31,191 31,191
    AMERIGAS PART FIN CORP 5.500% DUE 5/20/25 42,000.000 SHARES 40,740 40,740
    AMERN AIRLINES 5.750% DUE 4/20/29 92,000.000 SHARES 85,647 85,647
    AMERN AXLE & MFG INC 6.500% DUE 4/1/27 63,000.000 SHARES 59,220 59,220
    ANTERO MIDSTREAM PART 5.750% DUE 3/1/27 34,000.000 SHARES 32,467 32,467
    ANTERO RES CORP 5.375% DUE 3/1/30 65,000.000 SHARES 60,901 60,901
    ARCONIC CORP 6.125% DUE 2/15/28 49,000.000 SHARES 46,009 46,009
    ASBURY AUTOMOTIVE GRP 4.500% DUE 3/1/28 42,000.000 SHARES 37,998 37,998
    ATI INC 4.875% DUE 10/1/29 45,000.000 SHARES 38,359 38,359
    BATH & BODY WORKS INC 6.750% DUE 7/1/36 98,000.000 SHARES 86,056 86,056
    BATH & BODY WORKS INC 7.500% DUE 6/15/29 10,000.000 SHARES 10,033 10,033
    BAUSCH HEALTH COS INC 4.875% DUE 6/1/28 141,000.000 SHARES 86,377 86,377
    BLOCK INC 3.500% DUE 6/1/31 39,000.000 SHARES 31,649 31,649
    BUCKEYE PARTNERS LP 3.950% DUE 12/1/26 49,000.000 SHARES 43,243 43,243
    CARNIVAL CORP 4.000% DUE 8/1/28 57,000.000 SHARES 47,453 47,453
    CARPENTER TECHNOLOGY 6.375% DUE 7/15/28 50,000.000 SHARES 47,181 47,181
    CCO HLDGS LLC 4.500% DUE 5/1/32 27,000.000 SHARES 22,282 22,282
    CCO HLDGS LLC 4.500% DUE 6/1/33 35,000.000 SHARES 27,776 27,776
    CCO HLDGS LLC 5.000% DUE 2/1/28 140,000.000 SHARES 128,696 128,696
    CDW LLC 4.125% DUE 5/1/25 70,000.000 SHARES 67,144 67,144
    CENT GARDEN & PET CO 4.125% DUE 10/15/30 49,000.000 SHARES 40,793 40,793
    CENTENE CORP 4.625% DUE 12/15/29 89,000.000 SHARES 82,755 82,755
    CHEMOURS CO 5.375% DUE 5/15/27 63,000.000 SHARES 57,015 57,015
    CHENIERE ENERGY PTRS 4.500% DUE 10/1/29 70,000.000 SHARES 64,260 64,260
    CHS/COMMUNITY HEALTH SYS 5.625% DUE 3/15/27 61,000.000 SHARES 51,776 51,776
    CLEVELAND-CLIFFS INC 5.875% DUE 6/1/27 101,000.000 SHARES 95,607 95,607
    CNX RES CORP 6.000% DUE 1/15/29 42,000.000 SHARES 39,700 39,700
    COML METALS CO 3.875% DUE 2/15/31 49,000.000 SHARES 40,583 40,583
    COMSTOCK RES INC 6.750% DUE 3/1/29 81,000.000 SHARES 79,101 79,101
    CRESTWOOD MIS PARTNER LP 5.750% DUE 4/1/25 35,000.000 SHARES 34,121 34,121
    CROWN AMER/CAP CORP VI 4.750% DUE 2/1/26 35,000.000 SHARES 33,894 33,894
    CSC HOLDINGS LLC 5.250% DUE 6/1/24 70,000.000 SHARES 67,433 67,433
    DANA INC 5.375% DUE 11/15/27 49,000.000 SHARES 44,900 44,900
    DATIVA INC 4.625% DUE 6/1/30 56,000.000 SHARES 45,331 45,331
    DISH DBS CORP 7.750% DUE 7/1/26 98,000.000 SHARES 82,085 82,085
    DT MIDSTREAM INC 4.125% DUE 6/15/29 20,000.000 SHARES 17,622 17,622
    ELANCO ANIMAL HEALTH INC 6.400% DUE 8/28/28 35,000.000 SHARES 32,324 32,324
    ENCOMPASS HEALTH CORP 4.750% DUE 2/1/30 70,000.000 SHARES 62,125 62,125
    EQM MIDSTREAM PARTNERS 4.000% DUE 8/1/24 21,000.000 SHARES 20,055 20,055
    EQM MIDSTREAM PARTNERS 5.500% DUE 7/15/28 84,000.000 SHARES 77,833 77,833
    FIRST-CITIZENS BANK 6.125% DUE 3/9/28 26,000.000 SHARES 26,670 26,670
    FORD MTR CO 4.750% DUE 1/15/43 49,000.000 SHARES 36,262 36,262
    FORD MTR CO 9.625% DUE 4/22/30 56,000.000 SHARES 64,105 64,105
    FREEPORT-MCMORAN INC 4.125% DUE 3/1/28 28,000.000 SHARES 25,575 25,575
    GAP INC 3.875% DUE 10/1/31 46,000.000 SHARES 34,730 34,730
    GARTNER INC 3.750% DUE 10/1/30 61,000.000 SHARES 52,765 52,765
    GARTNER INC 4.500% DUE 7/1/28 9,000.000 SHARES 8,473 8,473
    GENESIS ENERGY LP 6.500% DUE 10/1/25 80,000.000 SHARES 77,012 77,012
    GRAY TELEVISION INC 4.750% DUE 10/15/30 87,000.000 SHARES 64,370 64,370
    GRIFFON CORP 5.750% DUE 3/1/28 49,000.000 SHARES 45,577 45,577
    GULFPORT ENERGY OP CORP 8.000% DUE 5/17/26 34,966.000 SHARES 34,853 34,853
    HCA INC 5.875% DUE 2/1/29 147,000.000 SHARES 147,996 147,996
    HILTON DOMESTIC OP 4.875% DUE 1/15/30 49,000.000 SHARES 45,345 45,345
    HILTON WORLDWIDE FIN INC 4.875% DUE 4/1/27 63,000.000 SHARES 60,598 60,598
    HOWMET AEROSPACE INC 5.950% DUE 2/1/37 42,000.000 SHARES 39,696 39,696
    HOWMET AEROSPACE INC 6.875% DUE 5/1/25 2,000.000 SHARES 2,043 2,043
    HUGHES SATELLITE SYS 5.250% DUE 8/1/26 42,000.000 SHARES 40,092 40,092
    ICHAN ENTERPRISES 5.250% DUE 5/15/27 105,000.000 SHARES 96,704 96,704
    IHEARTCOMMUNICAIONS INC 6.375% DUE 5/1/26 42,000.000 SHARES 39,724 39,724
    IMOLA MERGER CORP 4.750% DUE 5/15/29 49,000.000 SHARES 43,733 43,733
    LAMAR MEDIA CORP 4.875% DUE 1/15/29 70,000.000 SHARES 64,697 64,697
    LAREDO PETRLM INC 9.500% DUE 1/15/25 39,000.000 SHARES 39,000 39,000
    MADISON IAQ LLC 4.125% DUE 6/30/28 56,000.000 SHARES 48,428 48,428
    MARRIOTT OWNERSHIP RESORT 4.750% DUE 1/15/28 55,000.000 SHARES 48,248 48,248
    MASTEC INC 4.500% DUE 8/15/28 63,000.000 SHARES 56,879 56,879
    MEDLINE BORROWER LP 3.875% DUE 4/1/29 52,000.000 SHARES 44,708 44,708
    MERITAGE HOMES CORP 5.125% DUE 6/6/27 28,000.000 SHARES 26,460 26,460
    MGM RESORTS INTL 5.500% DUE 4/15/27 49,000.000 SHARES 46,187 46,187
    NAVIENT CORP 5.875% DUE 10/25/24 22,000.000 SHARES 21,375 21,375
    NCR CORP 5.000% DUE 10/1/28 42,000.000 SHARES 36,540 36,540
    NEWELL BRANDS INC 6.625% DUE 9/15/29 86,000.000 SHARES 84,495 84,495
    NEWS CORP 3.875% DUE 5/15/29 34,000.000 SHARES 30,218 30,218
    NOKIA OYJ 4.375% DUE 6/12/27 42,000.000 SHARES 39,690 39,690
    NRG ENERGY INC 5.750% DUE 1/15/28 84,000.000 SHARES 80,430 80,430
    NUSTAR LOGISTICS LP 5.625% DUE 4/28/27 61,000.000 SHARES 57,362 57,362
    OCCIDENTAL PETRLM CORP 8.875% DUE 7/15/30 106,000.000 SHARES 121,503 121,503
    OCEANEERING INTL INC 4.650% DUE 11/15/24 63,000.000 SHARES 61,054 61,054
    OLIN CORP 5.625% DUE 8/1/29 70,000.000 SHARES 65,413 65,413
    PENSKE AUTOMOTIVE GROUP 3.500% DUE 9/1/25 70,000.000 SHARES 65,544 65,544
    PG&E CORP 5.000% DUE 7/1/28 84,000.000 SHARES 77,499 77,499
    PRIME SECSRVC BRW 5.750% DUE 4/15/26 78,000.000 SHARES 77,220 77,220
    RADIAN GROUP INC 4.875% DUE 3/15/27 35,000.000 SHARES 31,754 31,754
    RANGE RES CORP 8.250% DUE 1/15/29 56,000.000 SHARES 58,423 58,423
    RHP HOTEL PPTY 4.750% DUE 10/15/27 41,000.000 SHARES 37,451 37,451
    S WESTN ENERGY CO 5.375% DUE 3/15/30 70,000.000 SHARES 65,814 65,814
    SCOTTS MIRACLE-GRO CO 4.500% DUE 10/15/29 70,000.000 SHARES 57,225 57,225
    SEAGATE HDD CAYMAN 3.125% DUE 7/15/29 47,000.000 SHARES 36,479 36,479
    SEAGATE HDD CAYMAN 3.375% DUE 7/15/31 13,000.000 SHARES 10,049 10,049
    SEAGATE HDD CAYMAN 4.125% DUE 1/15/31 4,000.000 SHARES 3,127 3,127
    SIRIUS XM RADIO INC 4.000% DUE 7/15/28 7,000.000 SHARES 6,187 6,187
    SIRIUS XM RADIO INC 5.000% DUE 8/1/27 50,000.000 SHARES 46,662 46,662
    SIX FLAGS THEME PARKS 7.000% DUE 7/1/25 22,000.000 SHARES 22,054 22,054
    SM ENERGY CO 6.750% DUE 9/15/26 39,000.000 SHARES 38,220 38,220
    SPECTRUM BRANDS INC 5.750% DUE 7/15/25 40,000.000 SHARES 39,373 39,373
    SPRINGLEAF FINANCE CORP 7.125% DUE 3/15/26 112,000.000 SHARES 108,505 108,505
    SPRINT CAP CORP 8.750% DUE 3/15/32 77,000.000 SHARES 92,065 92,065
    SUNOCO LP 5.875% DUE 3/15/28 35,000.000 SHARES 33,336 33,336
    SVC CORP INTL 5.125% DUE 6/1/29 49,000.000 SHARES 46,412 46,412
    TARGA RES PTRS 5.500% DUE 3/1/30 56,000.000 SHARES 53,542 53,542
    TEGNA INC 5.000% DUE 9/15/29 35,000.000 SHARES 32,726 32,726
    TELECOM ITALIA CAP 7.721% DUE 6/4/38 49,000.000 SHARES 41,215 41,215
    TELEFLEX INC 4.625% DUE 11/15/27 42,000.000 SHARES 39,704 39,704
    TEMPUR SEALY INTL INC 4.000% DUE 4/15/29 57,000.000 SHARES 47,257 47,257
    TENET HEALTHCARE CORP 4.625% DUE 6/15/28 74,000.000 SHARES 66,231 66,231
    TENET HEALTHCARE CORP 4.625% DUE 7/15/24 52,000.000 SHARES 50,882 50,882
    T-MOBILE USA INC 4.750% DUE 2/1/28 119,000.000 SHARES 115,677 115,677
    TRANSDIGM INC 6.375% DUE 6/15/26 35,000.000 SHARES 34,375 34,375
    TRAVEL + LEISURE CO 6.000% DUE 4/1/27 21,000.000 SHARES 19,691 19,691
    TWILIO INC 3.625% DUE 3/15/29 55,000.000 SHARES 45,904 45,904
    UTD AIRLINES HOLDINGS 4.875% DUE 1/15/25 56,000.000 SHARES 53,773 53,773
    UTD RENTALS NORTH 4.000% DUE 7/15/30 175,000.000 SHARES 151,813 151,813
    VICI PROPERTIES 4.125% DUE 8/15/30 28,000.000 SHARES 23,299 23,299
    VISTRA OPERATIONS CO LLC 5.625% DUE 2/15/27 52,000.000 SHARES 50,308 50,308
    WYNN RESOURTS FIN LLC 7.750% DUE 4/15/25 69,000.000 SHARES 69,146 69,146

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE BURKE FOUNDATION INC
    EIN:
    52-1632596
    Name of Stock End of Year Book Value End of Year Fair Market Value
    FIDELITY INTL INDX-INST PRM (FSPSX) 53,830.364 SHARES 2,317,397 2,317,397
    HEALTH CARE SELECT SECTOR (XLV) 26,548.000 SHARES 3,690,703 3,690,703
    INVESCO QQQ TRUST SERIES 1 (QQQ) 16,386.000 SHARES 4,806,997 4,806,997
    ISHARES RUSSELL 1000 VALUE E (IWD) 26,089.000 SHARES 4,147,890 4,147,890
    PARNASSUS CORE EQUITY-INST (PRILX) 92,669.775 SHARES 4,619,588 4,619,588
    VANECK OIL SERVICES ETF (OIH) 6,644.000 SHARES 2,020,773 2,020,773
    VANGUARD MID-CAP EETF (VO) 4,369.000 SHARES 946,020 946,020

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE BURKE FOUNDATION INC
    EIN:
    52-1632596
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ARES PCS II PRIVATE INVESTORS OFFSHORE LP FMV 2,092,892 2,092,892
    CLARION PRIVATE INVESTORS, LLC FMV 1,406,482 1,406,482
    COHEN & STEERS RL EST-F (CREFX) 140,402.290 SHARES FMV 2,318,042 2,318,042
    CPI (CARLYLE PROPERTY) PRIVATE INVESTORS, LLC FMV 1,592,997 1,592,997
    DODGE & COX INCOME-I (DODIX) 138,955.800 SHARES FMV 1,713,325 1,713,325
    DOUBLELINE TTL RTRN BND-R6 (DDTRX) 109,014.240 SHARES FMV 964,776 964,776
    FIDELITY 500 INDEX FUND (FXAIX) 142,514.164 SHARES FMV 20,228,460 20,228,460
    FIDELITY CONS INCOME BOND-IS (FCNVX) 113,836.430 SHARES FMV 1,136,088 1,136,088
    HPS CORPORATE LENDING FUND (HLEND) FMV 3,350,737 3,350,737
    ISHARES CORE MSCI EMERGING (IEMG) 89,267.000 SHARES FMV 4,334,806 4,334,806
    ISHARES GOLD TRUST (IAU) 45,883.000 SHARES FMV 1,541,669 1,541,669
    ISHARES MSCI CANADA ETF (EWC) 22,732.000 SHARES FMV 799,939 799,939
    ISHARES MSCI CHINA ETF (MCHI) 30,188.000 SHARES FMV 1,419,138 1,419,138
    ISHARES MSCI INDIA ETF (INDA) 26,734.000 SHARES FMV 1,182,712 1,182,712
    ISHARES MSCI JAPAN ETF (EWJ) 58,525.000 SHARES FMV 3,265,695 3,265,695
    JPM MANAGED INCOME FD (JMGIX) 75,188.790 SHARES FMV 748,880 748,880
    NB GREATER CHINA EQUITY-INST (NCEIX) 69,269.000 SHARES FMV 572,855 572,855
    OAKMARK INTERNATIONAL-R6 (OAZIX) 90,924.144 SHARES FMV 2,197,637 2,197,637
    PEG GLOBAL PRIVATE EQUITY INSTITUTIONAL INVESTORS VI OFFSHORE SPECIAL LP FMV 4,460,243 4,460,243
    PEG GLOBAL PRIVATE EQUITY VIII OFFSHORE SPECIAL LP FMV 1,341,450 1,341,450
    PEG GLOBAL PRIVATE EQUITY X S.A. SICAV-RAIF FMV 97,490 97,490
    PIMCO COMMODITY PL STRAT-INS (PCLIX) 511,588.085 SHARES FMV 3,836,911 3,836,911
    PIMCO TOTAL RETURN FUND-INST (PTTRX) 112,279.170 SHARES FMV 968,969 968,969
    SCHWAB US TIPS ETF (SCHP) 75,465.000 SHARES FMV 4,007,192 4,007,192
    T ROWE PRICE NEW ASIA-I (PNSIX) 54,741.119 SHARES FMV 909,250 909,250
    VANECK GOLD MINDERS ETF (GDX) 31,922.000 SHARES FMV 927,334 927,334
    VANGUARD FTSE EUROPE ETF (VGK) 46,472.000 SHARES FMV 2,639,145 2,639,145
    VANGUARD TTL BD MKT IDX (VBTLX) 809,646.120 SHARES FMV 7,740,217 7,740,217
    WCM FOCUSED INTL GROWTH-INST (WCMIX) 79,487.303 SHARES FMV 1,646,182 1,646,182

    TY 2021 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 12,470 12,470 12,470


    TY 2021 OtherDecreasesSchedule
    Name:
    THE BURKE FOUNDATION INC
    EIN:
    52-1632596
    Description Amount
    UNREALIZED LOSS ON INVESTMENTS 14,179,884


    TY 2021 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
    BANK FEES 5,605 5,605   0
    WEBSITE AND MARKETING 7,708 0   7,612
    MEMBERSHIP DUES & SUBSCRIPTIONS 8,688 0   8,233
    PROFESSIONAL DEVELOPMENT 23,719 0   23,719
    INSURANCE 3,922 0   3,922
    TELEPHONE AND INTERNET 6,571 0   6,785
    COMPUTER HARDWARE AND SOFTWARE 4,550 0   4,391
    EQUIPMENT RENTAL 8,897 0   8,897
    POSTAGE AND FEDEX 991 0   732
    OFFICE SUPPLIES 12,564 0   11,848
    PAYROLL FEES 2,396 0   2,396
    RECRUITING FEES 1,685 0   1,685
    COMMUNICATIONS 350 0   379
    TEMPORARY PERSONNEL 16,825 0   16,825
    PARTNERSHIP EXPENSES THROUGH K-1 0 30,542   0
    BOARD EXPENSES 2,681 0   2,681
    FURNITURE AND RENOVATIONS 6,664 0   6,664
    OTHER EXPENSES 187 0   187
    ALTERNATIVE INVESTMENT EXPENSES 129,366 129,366   0
    DUES AND SUBSCRIPTIONS 42,900 0   42,900


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE BURKE FOUNDATION INC
    EIN:
    52-1632596
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 290,674 290,674   0
    IT CONSULTING 12,510 0   12,510
    OPERATIONS & HR CONSULTING 80,916 0   80,916
    PROGRAM CONSULTING 210,510 0   210,510
    OTHER CONSULTANTS 30,403 0   30,403