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
KEVIN AND MARY GRACE BURKE
FAMILY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)4900 S VERNON AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MCCOOK, IL60525
A Employer identification number

35-7041704
B Telephone number (see instructions)

(708) 267-1301
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$3,700,576J 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) 4,217,738
2 Check right arrow.............
3 Interest on savings and temporary cash investments 10,355 10,355  
4 Dividends and interest from securities... 24,355 24,258  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,791,327
b Gross sales price for all assets on line 6a 5,428,712
7 Capital gain net income (from Part IV, line 2)... 1,791,327
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........ 6,043,775 1,825,940  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,600 0   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
3,047 3,047   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
417 417   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
15 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,079 3,464   0
25 Contributions, gifts, grants paid....... 1,569,625 1,569,625
26 Total expenses and disbursements. Add lines 24 and 25 1,575,704 3,464   1,569,625
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,468,071
b Net investment income (if negative, enter -0-) 1,822,476
c Adjusted net income (if negative, enter -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............. 3    
2 Savings and temporary cash investments......... -50,102 2,742,562 2,742,562
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) 48,888 Click to see attachment
List of Attached Documents:
// Content
292,471 		309,323
b Investments—corporate stock (attach schedule)....... 661,480 Click to see attachment
List of Attached Documents:
// Content
304,005 		648,691
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)..........      
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) 660,269 3,339,038 3,700,576
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 660,269 3,339,038
29 Total net assets or fund balances (see instructions)..... 660,269 3,339,038
30 Total liabilities and net assets/fund balances (see instructions). 660,269 3,339,038
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
660,269
2
Enter amount from Part I, line 27a .....................
2
4,468,071
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,128,340
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,789,302
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,339,038
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 ONHOLDING AG NAMEN-AKT - A- P    
b GLOBAL-E ONLINE LTD REGISTERED SHS P    
c ADVANCD MICRO DEVICES INC COM P    
d AIRBNB INC CL A COM P    
e AXON ENTERPRISE INC COM P    
DOUBLEVERIFY HOLDINGS INC COM P    
DOUBLELINE CORE FIXE D INCOME FUND CLASS I P    
EXACT SCIENCES CORP COM P    
MERCADOLIBRE INC COM P    
ALTAIR SMALLER COMPANIES FUND P    
VANGUARD INTL EQUITY INDEX FDS TOTAL WORLD STK INDEX FD ETF P    
ASML HLDG N V N Y REGISTRY SHS NEW 2012 P    
ALPHABET INC CAP STK CL C P    
AMAZON COM INC COM P    
AMERICAN INTL GROUP INC COM NEW P    
APPLE INC P    
CAPITAL ONE FINL CORP COM P    
CISCO SYS INC COM P    
CITIGROUP INC COM NEW P    
FIDELITY 500 INDEX FUND P    
FISERV INC COM P    
HCA HEALTHCARE INC P    
HOWARD HUGHES HOLDINGS INC COM P    
ISHARES TR CORE S&P 500 ETF P    
ISHARES TR RUSELL M ID-CAP ETF P    
KKR & CO INC COM P    
LOWES COS INC COM P    
MICROSOFT CORP COM P    
MORGAN STANLEY COM N EW P    
NVIDIA CORP COM P    
ORACLE P    
PALO ALTO NETWORKS INC P    
ALTAIR SMALLER COMPANIES FUND P    
SERVICENOW INC P    
SHOPIFY INC CL A ISI P    
SNOWFLAKE INC P    
THE TRADE DESK INC P    
ZEVENBERGEN GROWTH FUND INSTITUTIONAL CLASS P    
UBER TECHNOLOGIES INC COM P    
VANGUARD INTL EQUITY INDEX FDS TOTAL WORLD STK INDEX FD ETF P    
VISA INC P    
WELLS FARGO & CO NEW COM P    
WINGSTOP & CO NEW COM P    
WORKDAY INC CL A P    
ZILLOW GROUP INC P    
T ROWE PRICE SMALL-CAP STOCK FUND P    
US TREASUTY 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 9,131   9,131 0
b 27,186   27,186 0
c 21,715   21,169 546
d 24,206   24,408 -202
e 51,780   51,284 496
29,845   30,106 -261
156,008   159,376 -3,368
34,180   35,976 -1,796
96,094   97,177 -1,083
38,453   35,368 3,085
29,399   25,616 3,783
23,412   17,142 6,270
240,019   71,583 168,436
110,361   61,915 48,446
50,892   40,398 10,494
260,639   37,618 223,021
31,365   22,690 8,675
109,587   47,460 62,127
20,657   15,974 4,683
743,026   625,000 118,026
77,917   61,466 16,451
46,274   36,002 10,272
4,926   4,108 818
771,010   416,575 354,435
145,306   86,623 58,683
85,335   46,230 39,105
93,704   28,553 65,151
223,116   46,578 176,538
34,255   11,036 23,219
109,291   44,066 65,225
66,168   48,966 17,202
42,114   24,263 17,851
440,300   370,657 69,643
52,169   36,512 15,657
79,812   38,642 41,170
38,929   32,445 6,484
75,674   54,140 21,534
25,000   22,990 2,010
73,138   37,332 35,806
99,585   86,831 12,754
47,715   38,971 8,744
3,714   2,263 1,451
37,970   20,541 17,429
8,111   4,684 3,427
27,620   17,692 9,928
91,929   44,996 46,933
517,646   517,646 0
2,029     2,029
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       0
b       0
c       546
d       -202
e       496
      -261
      -3,368
      -1,796
      -1,083
      3,085
      3,783
      6,270
      168,436
      48,446
      10,494
      223,021
      8,675
      62,127
      4,683
      118,026
      16,451
      10,272
      818
      354,435
      58,683
      39,105
      65,151
      176,538
      23,219
      65,225
      17,202
      17,851
      69,643
      15,657
      41,170
      6,484
      21,534
      2,010
      35,806
      12,754
      8,744
      1,451
      17,429
      3,427
      9,928
      46,933
      0
      2,029
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 1,791,327
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 25,332
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 25,332
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 25,332
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 142
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 35,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 35,142
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 92
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 9,718
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow9,718 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
 
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:
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 arrowIL
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 arrowKEVIN R BURKE Telephone no.right arrow (708) 688-2000

Located atright arrow4900 S VERNON AVENUEMCCOOKIL ZIP+4right arrow60525
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
KEVIN R BURKE TRUSTEE
0.00 		0 0 0
4900 S VERNON AVENUE
MCCOOK,IL60525
MARY GRACE BURKE TRUSTEE
0.00 		0 0 0
4900 S VERNON AVENUE
MCCOOK,IL60525
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................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
NONE
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
927,699
b
Average of monthly cash balances.......................
1b
270,682
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,198,381
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
1,198,381
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
17,976
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,180,405
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
59,020
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
59,020
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
25,332
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
25,332
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
33,688
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
33,688
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
33,688
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
1,569,625
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
1,569,625
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 33,688
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 49,038
b From 2019...... 52,732
c From 2020...... 52,515
d From 2021...... 48,823
e From 2022...... 69,881
f Total of lines 3a through e ........ 272,989
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,569,625
a Applied to 2022, but not more than line 2a 0
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..... 33,688
e Remaining amount distributed out of corpus 1,535,937
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 1,808,926
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 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		49,038
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,759,888
10 Analysis of line 9:
a Excess from 2019.... 52,732
b Excess from 2020.... 52,515
c Excess from 2021.... 48,823
d Excess from 2022.... 69,881
e Excess from 2023.... 1,535,937
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).)
KEVIN R BURKE
MARY GRACE BURKE
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 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 (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

ARCHDIOCESE OF CHICAGO

835 NORTH RUSH STREET
CHICAGO,IL60611 		    CONTRIBUTION 1,100

CHICAGO JESUIT ACADEMY

5058 WEST JACKSON BOULEVARD
CHICAGO,IL60644 		    CONTRIBUTION 17,500

GRAUE MILL ENDOWMENT FUND

3800 YORK ROAD
OAK BROOK,IL60523 		    CONTRIBUTION 300

HOPE HAVEN CHARITABLE TRUST

2417 N PERRY PARK RD
SEDALIA,CO80135 		    CONTRIBUTION 6,500

MARQUETTE UNIVERSITY HIGH SCHOOL

3401 W WISCONSIN AVE
MILWAUKEE,WI53208 		    CONTRIBUTION 2,000

SALVATION ARMY

945 WEST 69TH STREET
CHICAGO,IL60621 		    CONTRIBUTION 300

SPRING HILL COLLEGE

400 DAUPHIN STREET
MOBILE,AL36608 		    CONTRIBUTION 1,525,000

TELLURIDE FILM FESTIVAL

800 JONES STREET
BERKELEY,CA94710 		    CONTRIBUTION 8,725

TURNING POINT USA

217 1/2 ILLINOIS STREET
LEMONT,IL60439 		    CONTRIBUTION 5,000

US ADAPTIVE GOLF ALLIANCE

PO BOX 850
WESTMONT,IL60559 		    CONTRIBUTION 500

HINSDALE HISTORICAL SOCIETY

15 S CLAY STREET
HINSDALE,IL60521 		    CONTRIBUTION 500

HEPHZIBAH CHILDRENS ASSOCIATION

1144 LAKE STREET 5
OAK PARK,IL60301 		    CONTRIBUTION 500

ALZHEIMERS ASSOCIATION

225 N MICHIGAN AVE 17TH FLOOR
CHICAGO,IL60601 		    CONTRIBUTION 200

ST ISAACS JOGUES CHURCH

306 W 4TH STREET
HINSDALE,IL60521 		    CONTRIBUTION 1,000

UCP SEGUIN OF GREATER CHICAGO

3100 S CENTRAL AVENUE
CICERO,IL60804 		    CONTRIBUTION 500
Total .................................right arrow 3a 1,569,625
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 10,355  
4 Dividends and interest from securities ....     14 24,355  
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 ............ 		    14 1,791,327  
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 1,826,037 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,826,037
(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
KEVIN AND MARY GRACE BURKE
FAMILY FOUNDATION
Employer identification number

35-7041704
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
KEVIN AND MARY GRACE BURKE
FAMILY FOUNDATION 		Employer identification number
35-7041704
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
KEVIN MARY GRACE BURKE
316 MOORING LINE DRIVE
 
NAPLES, FL34102

$ 9,120


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
KEVIN MARY GRACE BURKE
316 MOORING LINE DRIVE
 
NAPLES, FL34102

$ 27,118


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
KEVIN MARY GRACE BURKE
316 MOORING LINE DRIVE
 
NAPLES, FL34102

$ 21,675


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
KEVIN MARY GRACE BURKE
316 MOORING LINE DRIVE
 
NAPLES, FL34102

$ 23,982


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
KEVIN MARY GRACE BURKE
316 MOORING LINE DRIVE
 
NAPLES, FL34102

$ 51,818


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
KEVIN MARY GRACE BURKE
316 MOORING LINE DRIVE
 
NAPLES, FL34102

$ 29,837


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
KEVIN AND MARY GRACE BURKE
FAMILY FOUNDATION 		Employer identification number
35-7041704
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
7
KEVIN MARY GRACE BURKE
316 MOORING LINE DRIVE
 
NAPLES, FL34102

$ 33,650


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
KEVIN MARY GRACE BURKE
316 MOORING LINE DRIVE
 
NAPLES, FL34102

$ 95,846


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
9
KEVIN MARY GRACE BURKE
316 MOORING LINE DRIVE
 
NAPLES, FL34102

$ 23,348


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
10
KEVIN MARY GRACE BURKE
316 MOORING LINE DRIVE
 
NAPLES, FL34102

$ 240,215


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
11
KEVIN MARY GRACE BURKE
316 MOORING LINE DRIVE
 
NAPLES, FL34102

$ 110,287


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
12
KEVIN MARY GRACE BURKE
316 MOORING LINE DRIVE
 
NAPLES, FL34102

$ 50,631


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
KEVIN AND MARY GRACE BURKE
FAMILY FOUNDATION 		Employer identification number
35-7041704
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
13
KEVIN MARY GRACE BURKE
316 MOORING LINE DRIVE
 
NAPLES, FL34102

$ 31,294


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
14
KEVIN MARY GRACE BURKE
316 MOORING LINE DRIVE
 
NAPLES, FL34102

$ 109,560


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
15
KEVIN MARY GRACE BURKE
316 MOORING LINE DRIVE
 
NAPLES, FL34102

$ 20,629


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
16
KEVIN MARY GRACE BURKE
316 MOORING LINE DRIVE
 
NAPLES, FL34102

$ 735,464


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
17
KEVIN MARY GRACE BURKE
316 MOORING LINE DRIVE
 
NAPLES, FL34102

$ 77,653


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
18
KEVIN MARY GRACE BURKE
316 MOORING LINE DRIVE
 
NAPLES, FL34102

$ 46,107


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
KEVIN AND MARY GRACE BURKE
FAMILY FOUNDATION 		Employer identification number
35-7041704
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
19
KEVIN MARY GRACE BURKE
316 MOORING LINE DRIVE
 
NAPLES, FL34102

$ 4,901


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
20
KEVIN MARY GRACE BURKE
316 MOORING LINE DRIVE
 
NAPLES, FL34102

$ 766,328


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
21
KEVIN MARY GRACE BURKE
316 MOORING LINE DRIVE
 
NAPLES, FL34102

$ 144,723


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
22
KEVIN MARY GRACE BURKE
316 MOORING LINE DRIVE
 
NAPLES, FL34102

$ 84,819


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
23
KEVIN MARY GRACE BURKE
316 MOORING LINE DRIVE
 
NAPLES, FL34102

$ 93,688


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
24
KEVIN MARY GRACE BURKE
316 MOORING LINE DRIVE
 
NAPLES, FL34102

$ 34,178


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
KEVIN AND MARY GRACE BURKE
FAMILY FOUNDATION 		Employer identification number
35-7041704
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
25
KEVIN MARY GRACE BURKE
316 MOORING LINE DRIVE
 
NAPLES, FL34102

$ 108,731


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
26
KEVIN MARY GRACE BURKE
316 MOORING LINE DRIVE
 
NAPLES, FL34102

$ 66,135


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
27
KEVIN MARY GRACE BURKE
316 MOORING LINE DRIVE
 
NAPLES, FL34102

$ 42,137


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
28
KEVIN MARY GRACE BURKE
316 MOORING LINE DRIVE
 
NAPLES, FL34102

$ 471,255


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
29
KEVIN MARY GRACE BURKE
316 MOORING LINE DRIVE
 
NAPLES, FL34102

$ 52,035


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
30
KEVIN MARY GRACE BURKE
316 MOORING LINE DRIVE
 
NAPLES, FL34102

$ 79,945


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
KEVIN AND MARY GRACE BURKE
FAMILY FOUNDATION 		Employer identification number
35-7041704
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
31
KEVIN MARY GRACE BURKE
316 MOORING LINE DRIVE
 
NAPLES, FL34102

$ 38,856


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
32
KEVIN MARY GRACE BURKE
316 MOORING LINE DRIVE
 
NAPLES, FL34102

$ 75,470


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
33
KEVIN MARY GRACE BURKE
316 MOORING LINE DRIVE
 
NAPLES, FL34102

$ 72,816


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
34
KEVIN MARY GRACE BURKE
316 MOORING LINE DRIVE
 
NAPLES, FL34102

$ 128,082


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
35
KEVIN MARY GRACE BURKE
316 MOORING LINE DRIVE
 
NAPLES, FL34102

$ 47,565


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
36
KEVIN MARY GRACE BURKE
316 MOORING LINE DRIVE
 
NAPLES, FL34102

$ 3,701


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
KEVIN AND MARY GRACE BURKE
FAMILY FOUNDATION 		Employer identification number
35-7041704
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
37
KEVIN MARY GRACE BURKE
316 MOORING LINE DRIVE
 
NAPLES, FL34102

$ 37,920


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
38
KEVIN MARY GRACE BURKE
316 MOORING LINE DRIVE
 
NAPLES, FL34102

$ 8,105


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
39
KEVIN MARY GRACE BURKE
316 MOORING LINE DRIVE
 
NAPLES, FL34102

$ 27,577


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
40
KEVIN MARY GRACE BURKE
316 MOORING LINE DRIVE
 
NAPLES, FL34102

$ 90,537


(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
KEVIN AND MARY GRACE BURKE
FAMILY FOUNDATION 		Employer identification number

35-7041704
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
 310 SHARES ONHOLDING AG NAMEN-AKT - A- $ 9,120 2020-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 700 SHARES GLOBAL-E ONLINE LTD REGISTERED SHS $ 27,118 2023-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
3
 160 SHARES ADVANCD MICRO DEVICES INC COM $ 21,675 2023-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
4
 170 SHARES AIRBNB INC CL A COM $ 23,982 2023-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
5
 205 SHARES AXON ENTERPRISE INC COM $ 51,818 2023-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
6
 840 SHARES DOUBLEVERIFY HOLDINGS INC COM $ 29,837 2023-12-20
Schedule B (Form 990) (2023)
Name of organization
KEVIN AND MARY GRACE BURKE
FAMILY FOUNDATION 		Employer identification number

35-7041704
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
7
 500 SHARES EXACT SCIENCES CORP COM $ 33,650 2023-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
8
 60 SHARES MERCADOLIBRE INC COM $ 95,846 2023-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
9
 32 SHARES ASML HLDG N V N Y REGISTRY SHS NEW 2012 $ 23,348 2023-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
10
 1720 SHARES ALPHABET INC CAP STK CL C $ 240,215 2023-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
11
 725 SHARES AMAZON COM INC COM $ 110,287 2023-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
12
 760 SHARES AMERICAN INTL GROUP INC COM NEW $ 50,631 2023-12-20
Schedule B (Form 990) (2023)
Name of organization
KEVIN AND MARY GRACE BURKE
FAMILY FOUNDATION 		Employer identification number

35-7041704
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
13
 245 SHARES CAPITAL ONE FINL CORP COM $ 31,294 2023-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
14
 2200 SHARES CISCO SYS INC COM $ 109,560 2023-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
15
 412 SHARES CITIGROUP INC COM NEW $ 20,629 2023-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
16
 4512.879 SHARES FIDELITY 500 INDEX FUND $ 735,464 2023-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
17
 585 SHARES FISERV INC COM $ 77,653 2023-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
18
 175 SHARES HCA HEALTHCARE INC $ 46,107 2023-12-20
Schedule B (Form 990) (2023)
Name of organization
KEVIN AND MARY GRACE BURKE
FAMILY FOUNDATION 		Employer identification number

35-7041704
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
19
 60 SHARES HOWARD HUGHES HOLDINGS INC COM $ 4,901 2023-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
20
 1630 SHARES ISHARES TR CORE S&P 500 ETF $ 766,328 2023-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
21
 1900 SHARES ISHARES TR RUSELL M ID-CAP ETF $ 144,723 2023-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
22
 1034 SHARES KKR & CO INC COM $ 84,819 2023-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
23
 422 SHARES LOWES COS INC COM $ 93,688 2023-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
24
 375 SHARES MORGAN STANLEY COM N EW $ 34,178 2023-12-20
Schedule B (Form 990) (2023)
Name of organization
KEVIN AND MARY GRACE BURKE
FAMILY FOUNDATION 		Employer identification number

35-7041704
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
25
 226 SHARES NVIDIA CORP COM $ 108,731 2023-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
26
 635 SHARES ORACLE $ 66,135 2023-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
27
 140 SHARES PALO ALTO NETWORKS INC $ 42,137 2023-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
28
 30073.684 SHARES ALTAIR SMALLER COMPANIES FUND $ 471,255 2023-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
29
 75 SHARES SERVICENOW INC $ 52,035 2023-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
30
 1060 SHARES SHOPIFY INC CL A ISI $ 79,945 2023-12-20
Schedule B (Form 990) (2023)
Name of organization
KEVIN AND MARY GRACE BURKE
FAMILY FOUNDATION 		Employer identification number

35-7041704
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
31
 200 SHARES SNOWFLAKE INC $ 38,856 2023-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
32
 1000 SHARES THE TRADE DESK INC $ 75,470 2023-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
33
 1200 SHARES UBER TECHNOLOGIES INC COM $ 72,816 2023-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
34
 1253 SHARES VANGUARD INTL EQUITY INDEX FDS TOTAL WORLD STK INDEX FD ETF $ 128,082 2023-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
35
 185 SHARES VISA INC $ 47,565 2023-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
36
 75 SHARES WELLS FARGO & CO NEW COM $ 3,701 2023-12-20
Schedule B (Form 990) (2023)
Name of organization
KEVIN AND MARY GRACE BURKE
FAMILY FOUNDATION 		Employer identification number

35-7041704
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
37
 150 SHARES WINGSTOP & CO NEW COM $ 37,920 2023-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
38
 30 SHARES WORKDAY INC CL A $ 8,105 2023-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
39
 485 SHARES ZILLOW GROUP INC $ 27,577 2023-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
40
 1604.7 SHARES T ROWE PRICE SMALL-CAP STOCK FUND $ 90,537 2023-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
KEVIN AND MARY GRACE BURKE
FAMILY FOUNDATION 		Employer identification number

35-7041704
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:
KEVIN AND MARY GRACE BURKE
 
FAMILY FOUNDATION
EIN:
35-7041704
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 2,600 0   0

TY 2023 InvestmentsCorpStockSchedule
Name:
KEVIN AND MARY GRACE BURKE
 
FAMILY FOUNDATION
EIN:
35-7041704
Name of Stock End of Year Book Value End of Year Fair Market Value
PERSHNG BROKERAGE ACCOUNT 304,005 648,691

TY 2023 InvestmentsGovtObligationsSch
Name:
KEVIN AND MARY GRACE BURKE
 
FAMILY FOUNDATION
EIN:
35-7041704
US Government Securities - End of Year Book Value:

292,471
US Government Securities - End of Year Fair Market Value:

309,323
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 OtherDecreasesSchedule
Name:
KEVIN AND MARY GRACE BURKE
 
FAMILY FOUNDATION
EIN:
35-7041704
Description Amount
SECURITIES VALUATION ADJUSTMENT 1,789,302


TY 2023 OtherExpensesSchedule
Name:
KEVIN AND MARY GRACE BURKE
 
FAMILY FOUNDATION
EIN:
35-7041704
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FILING FEES 15 0   0


TY 2023 OtherProfessionalFeesSchedule
Name:
KEVIN AND MARY GRACE BURKE
 
FAMILY FOUNDATION
EIN:
35-7041704
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MANAGEMENT FEES 3,047 3,047   0


TY 2023 TaxesSchedule
Name:
KEVIN AND MARY GRACE BURKE
 
FAMILY FOUNDATION
EIN:
35-7041704
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN 417 417   0