Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
SANFORD P & IRENE F BURNSTEIN FOUNDATION
IRENE F BURNSTEIN CO-TRUSTEE
Number and street (or P.O. box number if mail is not delivered to street address)4110 S ROCKFORD AVE 200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TULSA, OK74105
A Employer identification number

73-6247047
B Telephone number (see instructions)

(918) 749-1140
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$193,367,516J 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) 3,387,799
2 Check right arrow.............
3 Interest on savings and temporary cash investments 22,611 22,611  
4 Dividends and interest from securities... 5,000,858 5,000,783  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,284,299
b Gross sales price for all assets on line 6a 13,725,533
7 Capital gain net income (from Part IV, line 2)... 2,286,335
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
228,741 221,268 0
12 Total. Add lines 1 through 11........ 10,924,308 7,530,997 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 236,295 236,295 0 0
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12,400 12,400 0 0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
792,168 792,168 0 0
17 Interest............... 32,753 32,753 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
114,800 29,662 0 0
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
List of Attached Documents:
// Content
300,302 300,302 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,488,718 1,403,580 0 0
25 Contributions, gifts, grants paid....... 6,850,700 6,850,700
26 Total expenses and disbursements. Add lines 24 and 25 8,339,418 1,403,580 0 6,850,700
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,584,890
b Net investment income (if negative, enter -0-) 6,127,417
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 390,793 117,931 117,931
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 149,474,502 Click to see attachment
List of Attached Documents:
// Content
152,459,186 		193,249,585
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 149,865,295 152,577,117 193,367,516
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 149,865,295 152,577,117
29 Total net assets or fund balances (see instructions)..... 149,865,295 152,577,117
30 Total liabilities and net assets/fund balances (see instructions). 149,865,295 152,577,117
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
149,865,295
2
Enter amount from Part I, line 27a .....................
2
2,584,890
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
126,932
4
Add lines 1, 2, and 3 ..........................
4
152,577,117
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
152,577,117
Form 990-PF (2023)
Form 990-PF (2023)
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 AVAILABLE UPON REQUEST P    
b AVAILABLE UPON REQUEST P    
c CAPITAL GAIN DISTRIBUTION P    
d AVAILABLE UPON REQUEST P    
e AVAILABLE UPON REQUEST P    
AVAILABLE UPON REQUEST P    
AVAILABLE UPON REQUEST P    
AVAILABLE UPON REQUEST P    
FROM PASSTHROUGH P    
FROM PASSTHROUGH P    
UBIT FROM PASSTHROUGH 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 1,558,042   1,536,329 21,713
b 8,749,727   7,491,617 1,258,110
c 233,956     233,956
d     33,877 -33,877
e 323,221     323,221
1,695,415   1,207,285 488,130
396,529   390,638 5,891
676,215   768,762 -92,547
    10,690 -10,690
92,428     92,428
      0
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       21,713
b       1,258,110
c       233,956
d       -33,877
e       323,221
      488,130
      5,891
      -92,547
      -10,690
      92,428
      0
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,286,335
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 -16,963
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 right arrow 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) 1 85,171
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 85,171
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 85,171
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 85,954
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 30,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 115,954
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 30,783
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow30,783 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowOK
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowN/A
14
The books are in care ofright arrowIRENE BURNSTEIN Telephone no.right arrow (918) 749-1140

Located atright arrow4110 SOUTH ROCKFORD AVE STE 200TULSAOK ZIP+4right arrow74105
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
IRENE F BURNSTEIN TRUSTEE
0.00 		0 0 0
5050 NORTH OCEAN DRIVE UNIT 1101
SINGER ISLAND,FL33404
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
ELIZABETH HALL PROGRAM DIRECTOR
40.00 		107,311 0 0
1717 S RIVERSIDE DR 509
TULSA,OK74119
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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
MARINER WEALTH ADVISORS CONSULTING 107,400
4200 EAST SKELLY DRIVE SUITE 960
TULSA,OK74135
SAVAGE SOLUTIONS LLC CONSULTANT 86,000
1334 N LANSING AVE
TULSA,OK74106
Total number of others receiving over $50,000 for professional services.............right arrow0
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  
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
184,356,470
b
Average of monthly cash balances.......................
1b
621,040
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
184,977,510
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
184,977,510
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,774,663
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
182,202,847
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
9,110,142
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
9,110,142
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
85,171
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
85,171
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
9,024,971
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
9,024,971
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
9,024,971
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
6,850,700
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
6,850,700
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 9,024,971
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 2,976,260
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 6,850,700
a Applied to 2022, but not more than line 2a 2,976,260
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 2023 distributable amount..... 3,874,440
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		5,150,531
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
IRENE F BURNSTEIN
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
IRENE F BURNSTEIN
4110 S ROCKFORD AVE
TULSA,OK74105
(918) 749-1140
bThe form in which applications should be submitted and information and materials they should include:
NONE
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form 990-PF (2023)
Form 990-PF (2023)
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

1ST STEP MALE DIVERSION

1516 S BOSTON AVE SUITE 115
TULSA,OK74119 		NONE PC GENERAL OPERATIONS 30,000

501 TECH

7030 S YALE AVE 600
TULSA,OK74136 		NONE PC GENERAL OPERATIONS 10,000

A NEW LEAF

2306 S 1ST PL
BROKEN ARROW,OK74012 		NONE PC GENERAL OPERATIONS 223,400

AFRICAN AMERICAN LEADERSHIP ACADEMY TULSA

7030 S YALE AVE 600
TULSA,OK74136 		NONE PC GENERAL OPERATIONS 25,000

ART ALLIANCE TULSA

203 N MAIN ST 212
TULSA,OK74103 		NONE PC GENERAL OPERATIONS 15,000

ASSISTANCE LEAGUE OF TULSA

5350 E 31ST ST
TULSA,OK74135 		NONE PC GENERAL OPERATIONS 25,000

BIG BROTHERS BIG SISTERS OF OKLAHOMA INC

1401 S BOULDER AVE STE 300
TULSA,OK74119 		NONE PC GENERAL OPERATIONS 25,000

BUILD IN TULSA

302 RECONCILIATION WAY
TULSA,OK74120 		NONE PC GENERAL OPERATIONS 30,000

CAMPFIRE TULSA

706 S BOSTON AVE
TULSA,OK74119 		NONE PC GENERAL OPERATIONS 20,000

CAP TULSA

5330 E 31ST ST 300
TULSA,OK74135 		NONE PC GENERAL OPERATIONS 30,000

CENTER FOR INDIVIDUALS WITH PHYSICAL CHALLENGES

815 S UTICA AVE
TULSA,OK74104 		NONE PC GENERAL OPERATION 30,000

CITY LIGHTS FOUNDATION

1018 W 23RD ST
TULSA,OK74107 		NONE PC GENERAL OPERATIONS 25,000

CITY YEAR

287 COLUMBUS AVE
BOSTON,MA02116 		NONE PC GENERAL OPERATIONS 35,000

CONGREGATION B'NAI EMUNAH (YEAR END)

1719 S OWASSO AVE
TULSA,OK74120 		NONE PC GENERAL OPERATIONS 1,500

CYSTIC FIBROSIS SOONER CHAPTER

2123 S ATLANTA PL STE 100
TULSA,OK74114 		NONE PC GENERAL OPERATIONS 1,000

EMERGENCY INFANT SERVICES

110 SOUTH DENVER AVENUE
TULSA,OK74119 		NONE PC GENERAL OPERATIONS 35,000

FAMILY AND CHILDREN'S SERVICES

650 S PEORIA AVE
TULSA,OK74120 		NONE PC GENERAL OPERATIONS 55,000

FOOD BANK OF EASTERN OKLAHOMA

1304 N KENOSHA AVE
TULSA,OK74106 		NONE PC GENERAL OPERATIONS 55,000

GILCREASE MUSEUM

1400 N GILCREASE MUSEUM RD
TULSA,OK74127 		NONE PC GENERAL OPERATIONS 1,250,000

GLOBAL GARDENS - TULSA

9743 E 66TH ST
TULSA,OK74133 		NONE PC GENERAL OPERATIONS 10,000

GREENWOOD CULTURAL CENTER

322 N GREENWOOD AVE
TULSA,OK74120 		NONE PC GENERAL OPERATIONS 10,000

GROWING TOGETHER

32 S LEWIS AVE
TULSA,OK74104 		NONE PC GENERAL OPERATIONS 30,000

HABITAT FOR HUMANITY

6235 E 13TH ST
TULSA,OK74112 		NONE PC GENERAL OPERATIONS 10,000

HOPE OUTREACH PREVENTION EDUCATION INC

3354 E 51ST STREET
TULSA,OK74135 		NONE PC GENERAL OPERATIONS 35,000

HOUSING SOLUTIONS

110 S HARTFORD AVE
TULSA,OK74120 		NONE PC GENERAL OPERATIONS 100,000

HUMBLE SONS BIKE COMPANY

30258 N ASPEN AVENUE
BROKEN ARROW,OK74012 		NONE PC GENERAL OPERATIONS 625,000

HUNGER FREE OKLAHOMA

907 S DETROIT AVE 600
TULSA,OK74120 		NONE PC GENERAL OPERATIONS 75,000

IRON GATE

501 SOUTH CINCINNATI AVENUE
TULSA,OK74103 		NONE PC GENERAL OPERATIONS 15,000

JEWISH FEDERATION OF TULSA

2021 E 71ST S
TULSA,OK74136 		NONE PC GENERAL OPERATIONS 35,000

KIPP TULSA COLLEGE PREPARATORY

1661 E VIRGIN STREET
TULSA,OK74106 		NONE PC GENERAL OPERATIONS 25,000

LIFE SENIOR SERVICES

5950 E 31ST ST
TULSA,OK74135 		NONE PC GENERAL OPERATONS 50,000

LINDSEY HOUSE

601 S ELGIN AVE
TULSA,OK74120 		NONE PC GENERAL OPERATIONS 30,000

MAYO CLINIC DEPARTMENT OF DEVELOPMENT

200 FIRST ST SW
ROCHESTER,MN55905 		NONE PC GENERAL OPERATIONS 5,000

MEALS ON WHEELS OF METRO TULSA

12620 E 31ST
TULSA,OK74146 		NONE PC GENERAL OPERATIONS 70,000

MENTAL HEALTH ASSOCIATION

1870 SOUTH BOULDER AVENUE
TULSA,OK74119 		NONE PC GENERAL OPERATIONS 100,000

NATURE CONSERVANCY OKLAHOMA

408 NW 7TH ST
OKLAHOMA CITY,OK73102 		NONE PC GENERAL OPERATIONS 25,000

NEW SANCTUARY EMPOWERMENT CENTER-EL CENTRO

9068A E 31ST ST
TULSA,OK74145 		NONE PC GENERAL OPERATIONS 50,000

OASIS PROJECT

1725 N PEORIA
TULSA,OK74106 		NONE PC GENERAL OPERATIONS 30,000

OKLAHOMA ACCESS TO JUSTICE FOUNDATION

907 S DETROIT AVE 725
TULSA,OK74120 		NONE PC GENERAL OPERATIONS 10,000

OKLAHOMA ALLIANCE FOR ANIMALS

7140 S 69TH E AVE
TULSA,OK74133 		NONE PC GENERAL OPERATIONS 25,000

OKLAHOMA APPLESEED CENTER FOR LAW & JUSTICE

822 E 6TH ST
TULSA,OK74120 		NONE PC GENERAL OPERATIONS 10,000

OKLAHOMA CONFERENCE FOR COMMUNITY AND JUSTICE

100 W FIFTH ST LL 1030
TULSA,OK741034273 		NONE PC GENERAL OPERATIONS 20,000

OKLAHOMANS FOR EQUALITY

621 E 4TH ST
TULSA,OK74120 		NONE PC GENERAL OPERATIONS 80,650

PARENT CHILD CENTER OF TULSA

1421 S BOSTON AVE
TULSA,OK74119 		NONE PC GENERAL OPERATIONS 48,500

PAUSE4PAWS

2032 UTICA SQUARE 52768
TULSA,OK74152 		NONE PC GENERAL OPERATIONS 15,000

PHILBROOK MUSEUM OF ART

2727 S ROCKFORD RD
TULSA,OK74114 		NONE PC GENERAL OPERATIONS 10,000

PLANNED PARENTHOOD

1007 S PEORIA AVE 5
TULSA,OK74120 		NONE PC GENERAL OPERATIONS 60,000

READING PARTNERS

110 W 7TH STREET
TULSA,OK74119 		NONE PC GENERAL OPERATIONS 60,000

RESONANCE

1608 S ELWOOD AVE
TULSA,OK74119 		NONE PC GENERAL OPERATIONS 20,000

RESTORE HOPE MINISTRIES

2960 CHARLES PAGE BLVD
TULSA,OK74127 		NONE PC GENERAL OPERATIONS 80,000

RIVER PARKS AUTHORITY (TURKEY MOUNTAIN MASTER PLAN)

2121 S COLUMBIA AVE STE 205
TULSA,OK74114 		NONE PC TURKEY MOUNTAIN MASTER PLAN 10,000

RIVER PARKS AUTHORITY

2121 S COLUMBIA AVE STE 205
TULSA,OK74114 		NONE PC GENERAL OPERATIONS 50,000

SHERWIN MILLER MUSEUM OF JEWISH ART (DIVISION OF JEWISH FEDERATION OF TULS

2021 E 71ST ST
TULSA,OK74136 		NONE PC GENERAL OPERATIONS 4,450

SPAY OKLAHOMA INC

227 E APACHE ST
TULSA,OK74106 		NONE PC GENERAL OPERATIONS 25,000

SPECIAL OLYMPICS

6835 S CANTON AVE
TULSA,OK74136 		NONE PC GENERAL OPERATIONS 15,000

SPRING SHELTER

PO BOX 1588
SAND SPRINGS,OK74063 		NONE PC GENERAL OPERATIONS 25,000

STREET SCHOOL

1135 S YALE AVE
TULSA,OK74112 		NONE PC GENERAL OPERATIONS 30,000

ARC (FORMERLY TARC)

2516 E 71ST ST
TULSA,OK74136 		NONE PC GENERAL OPERATIONS 30,000

TEACH FOR AMERICA INC

25 BROADWAY 12TH FLOOR
NEW YORK,NY10004 		NONE PC GENERAL OPERATIONS 35,000

THE COMMON GOOD

19 S 48TH W AVE
TULSA,OK74127 		NONE PC GENERAL OPERATIONS 10,000

THE FRONTIER

401 SOUTH BOSTON AVENUE SUITE 240
TULSA,OK74103 		NONE PC GENERAL OPERATIONS 10,000

THIS MACHINE TULSA

1020 S ROCKFORD AVE G
TULSA,OK74120 		NONE PC GENERAL OPERATIONS 12,000

TOWN & COUNTRY SCHOOL

8906 E 34TH ST
TULSA,OK74145 		NONE PC GENERAL OPERATIONS 30,000

TULSA ANIMAL WELFARE

3031 N ERIE
TULSA,OK74115 		NONE PC GENERAL OPERATIONS 35,000

TULSA AREA UNITED WAY

PO BOX 1859
TULSA,OK74101 		NONE PC GENERAL OPERATIONS 150,000

TULSA BOTANIC GARDENS

3900 TULSA BOTANIC DR
TULSA,OK74127 		NONE PC GENERAL OPERATIONS 5,000

TULSA BOYS HOME

2727 S 137TH W AVE
SAND SPRINGS,OK74063 		NONE PC GENERAL OPERATIONS 25,000

TULSA CARES

3712 E 11TH ST
TULSA,OK74112 		NONE PC GENERAL OPERATIONS 273,200

TULSA CASA

700 S BOSTON AVE 230
TULSA,OK74119 		NONE PC GENERAL OPERATIONS 10,000

TULSA CHANGEMAKER

1151 S ELGIN AVE
TULSA,OK74120 		NONE PC GENERAL OPERATIONS 30,000

TULSA CHILDREN'S MUSEUM - DISCOVERY LAB

3123 RIVERSIDE DR
TULSA,OK74105 		NONE PC GENERAL OPERATIONS 25,000

TULSA COMMUNITY COLLEGE FOUNDATION

6111 E SKELLY DRIVE SUITE 605
TULSA,OK74135 		NONE PC GENERAL OPERATIONS 25,000

TULSA COMMUNITY FOUNDATION

7030 S YALE AVE 600
TULSA,OK74136 		NONE PC WHITESIDE ADAPTIVE PARK 906,500

TULSA DAY CENTER FOR THE HOMELESS

415 W ARCHER ST
TULSA,OK74103 		NONE PC GENERAL OPERATIONS 85,000

TULSA DEBATE LEAGUE

4003 E 52ND ST
TULSA,OK74135 		NONE PC GENERAL OPERATIONS 30,000

TULSA GIRLS ART SCHOOL

2202 E ADMIRAL BLVD
TULSA,OK74110 		NONE PC GENERAL OPERATIONS 20,000

TULSA GLASSBLOWING SCHOOL

19 E MATHEW B BRADY ST
TULSA,OK74103 		NONE PC GENERAL OPERATIONS 34,500

TULSA HONOR ACADEMY

209 S LAKEWOOD AVE
TULSA,OK74112 		NONE PC GENERAL OPERATIONS 30,000

TULSA LEGACY CHARTER SCHOOLS

105 EAST 63RD ST N
TULSA,OK74126 		NONE PC GENERAL OPERATIONS 30,000

TULSA PUBLIC SCHOOL FOUNDATION

3027 S NEW HAVEN AVE
TULSA,OK74114 		NONE PC GENERAL OPERATIONS 65,000

TULSA REGIONAL STEM ALLIANCE

5005 S DARLINGTON AVE
TULSA,OK74135 		NONE PC GENERAL OPERATIONS 25,000

TULSA SPCA

2910 MOHAWK BLVD
TULSA,OK74110 		NONE PC GENERAL OPERATIONS 30,000

TULSA YWCA

1910 S LEWIS AVE 200
TULSA,OK74104 		NONE PC GENERAL OPERATIONS 25,000

UNION SCHOOLS EDUCATION FOUNDATION

8506 E 61ST ST
TULSA,OK74133 		NONE PC GENERAL OPERATIONS 60,000

UNIVERSITY OF TULSA

800 S TUCKER DR
TULSA,OK74104 		NONE PC GENERAL OPERATIONS 30,000

UNIVERSITY OF TULSA-SOCIAL JUSTICE CENTER (BUCK COLBERT)

800 S TUCKER DR
TULSA,OK74104 		NONE PC GENERAL OPERATIONS 160,000

UP WITH TREES

1102 S BOSTON AVE
TULSA,OK74119 		NONE PC GENERAL OPERATIONS 100,000

VHIT LLC (VETERANS HOSPITAL-ZARROWTCF)

S HOUSTON AVE W 7TH ST
TULSA,OK74119 		NONE PC GENERAL OPERATIONS 600,000

WORLD STAGE THEATRE COMPANY

1130 S HARVARD AVE
TULSA,OK74104 		NONE PC GENERAL OPERATIONS 10,000

YOUTH AT HEART TULSA

6026 S SHERIDAN RD
TULSA,OK74145 		NONE PC GENERAL OPERATIONS 25,000

YOUTH SERVICES OF TULSA

311 S MADISON AVE
TULSA,OK74120 		NONE PC GENERAL OPERATIONS 30,000
Total .................................right arrow 3a 6,850,700
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 22,611  
4 Dividends and interest from securities .... 211100 75 14 5,000,783  
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 .....     14 128,407  
8 Gain or (loss) from sales of assets other than
inventory ............ 		211100 -2,036 14 2,286,335  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aORDINARY INCOME FROM PARTNERSHIPS 		211100 7,443 14 92,643 0
bSECTION 1231 GAIN/LOSS FROM PASSTHOUGH 211100 30 14 218 0
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 5,512 7,530,997 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
7,536,509
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
SANFORD P & IRENE F BURNSTEIN FOUNDATION
IRENE F BURNSTEIN CO-TRUSTEE
Employer identification number

73-6247047
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
SANFORD P & IRENE F BURNSTEIN FOUNDATION
IRENE F BURNSTEIN CO-TRUSTEE 		Employer identification number
73-6247047
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
IRENE BURNSTEIN
5050 NORTH OCEAN DRIVE
 
SINGER ISLAND, FL33404

$ 3,387,799


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
SANFORD P & IRENE F BURNSTEIN FOUNDATION
IRENE F BURNSTEIN CO-TRUSTEE 		Employer identification number

73-6247047
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 175 SHARES OF AUTODESK INC $ 35,103 2023-01-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 525 SHARES OF BADGER METER INC $ 60,937 2023-01-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 502 SHARES OF BENTLEY SYSTEM INC CLASS B $ 19,066 2023-01-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1600 SHARES OF COGNEX CORP $ 85,120 2023-01-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 175 SHARES OF DEERE & CO $ 76,935 2023-01-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 601 SHARES OF FAIR ISAAC INTL CORP $ 371,370 2023-01-13
Schedule B (Form 990) (2023)
Name of organization
SANFORD P & IRENE F BURNSTEIN FOUNDATION
IRENE F BURNSTEIN CO-TRUSTEE 		Employer identification number

73-6247047
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1300 SHARES OF GLOBUS MEDICAL INC CLASS A $ 96,720 2023-01-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1714 SHARES OF GRACO INC $ 121,043 2023-01-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 200 SHARES OF IDEXX LABS INC $ 95,816 2023-01-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1335 SHARES OF MASTERCARD INC CLASS A $ 501,319 2023-01-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 3300 SHARES OF MEDTRONIC PLC F $ 265,947 2023-01-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 600 SHARES OF MICROSOFT CORP $ 143,538 2023-01-13
Schedule B (Form 990) (2023)
Name of organization
SANFORD P & IRENE F BURNSTEIN FOUNDATION
IRENE F BURNSTEIN CO-TRUSTEE 		Employer identification number

73-6247047
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 800 SHARES OF MOODYS CORP $ 251,624 2023-01-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 150 SHARES OF NIKE INC CLASS B $ 19,328 2023-01-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 8226 SHARES OF PFIZER INC $ 393,614 2023-01-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1100 SHARES OF QUALCOMM INC $ 131,932 2023-01-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 825 SHARES OF ROPER TECHNOLOGIES $ 372,059 2023-01-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 300 SHARES OF UNION PACIFIC CORP $ 63,969 2023-01-13
Schedule B (Form 990) (2023)
Name of organization
SANFORD P & IRENE F BURNSTEIN FOUNDATION
IRENE F BURNSTEIN CO-TRUSTEE 		Employer identification number

73-6247047
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 42000 SHARES OF US TREASU NT 0.625%07/26UST NOTE DUE 07/31/26: 91282CCP4 $ 37,734 2023-01-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 93000 SHARES OF US TREASURY BILL23 UST BILL DUE 06/15/23: 912796X53 $ 91,194 2023-01-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 300 SHARES OF VERISK ANALYTICS INC CLASS A $ 55,185 2023-01-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1158 SHARES OF VISA INC CLASS A $ 258,303 2023-01-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 675 SHARES OF XYLEM INC $ 78,928 2023-01-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 970 SHARES OF ZOETIS INC CLASS A $ 156,092 2023-01-13
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
SANFORD P & IRENE F BURNSTEIN FOUNDATION
IRENE F BURNSTEIN CO-TRUSTEE 		Employer identification number

73-6247047
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
SANFORD P & IRENE F BURNSTEIN FOUNDATION
 
IRENE F BURNSTEIN CO-TRUSTEE
EIN:
73-6247047
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 12,400 12,400 0 0

TY 2023 InvestmentsOtherSchedule2
Name:
SANFORD P & IRENE F BURNSTEIN FOUNDATION
 
IRENE F BURNSTEIN CO-TRUSTEE
EIN:
73-6247047
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BOK INVESTMENT ACCOUNT AT COST 76,341,521 94,586,368
BOA INVESTMENT ACCOUNT AT COST 52,535,007 68,989,922
RJ INVESTMENT ACCOUNT AT COST 20,258,241 24,951,223
CS INVESTMENT ACCOUNT AT COST 3,324,417 4,722,072

TY 2023 OtherExpensesSchedule
Name:
SANFORD P & IRENE F BURNSTEIN FOUNDATION
 
IRENE F BURNSTEIN CO-TRUSTEE
EIN:
73-6247047
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PARTNERSHIP EXPENSES 260,811 260,811 0 0
OTHER EXPENSES 39,491 39,491 0 0


TY 2023 OtherIncomeSchedule2
Name:
SANFORD P & IRENE F BURNSTEIN FOUNDATION
 
IRENE F BURNSTEIN CO-TRUSTEE
EIN:
73-6247047
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ROYALTY INCOME FROM PASSTHOUGH 59,557 59,557 0
OTHER INCOME/LOSS FROM PASSTHOUGH 68,739 68,739 0
NET RENTAL INCOME FROM PASSTHOUGH -1 -1 0
OTHER INCOME/LOSS FROM BOKF 112 112 0
ORDINARY INCOME FROM PARTNERSHIPS 100,086 92,643 0
SECTION 1231 GAIN/LOSS FROM PASSTHOUGH 248 218 0


TY 2023 OtherIncreasesSchedule
Name:
SANFORD P & IRENE F BURNSTEIN FOUNDATION
 
IRENE F BURNSTEIN CO-TRUSTEE
EIN:
73-6247047
Description Amount
UNREALIZED GAIN 126,932


TY 2023 OtherProfessionalFeesSchedule
Name:
SANFORD P & IRENE F BURNSTEIN FOUNDATION
 
IRENE F BURNSTEIN CO-TRUSTEE
EIN:
73-6247047
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 692,713 692,713 0 0
CONSULTING FEES 99,455 99,455 0 0


TY 2023 TaxesSchedule
Name:
SANFORD P & IRENE F BURNSTEIN FOUNDATION
 
IRENE F BURNSTEIN CO-TRUSTEE
EIN:
73-6247047
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL INCOME TAX 85,138 0 0 0
FOREIGN TAXES 29,662 29,662 0 0