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
THE BURKE FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)CO LH FRISHKOFF 546 5TH AVE 9 FL
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY100365000
A Employer identification number

22-3341317
B Telephone number (see instructions)

(212) 339-8502
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$3,533,910J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 3,217 3,217  
4 Dividends and interest from securities... 118,390 118,390  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 125,707
b Gross sales price for all assets on line 6a 494,163
7 Capital gain net income (from Part IV, line 2)... 125,707
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
3,742 3,742  
12 Total. Add lines 1 through 11........ 251,056 251,056  
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
8,400 5,628   2,772
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
43,854 43,854   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,452 4,452   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
2,212 994   1,218
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 58,918 54,928   3,990
25 Contributions, gifts, grants paid....... 164,706 164,706
26 Total expenses and disbursements. Add lines 24 and 25 223,624 54,928   168,696
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 27,432
b Net investment income (if negative, enter -0-) 196,128
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.............      
2 Savings and temporary cash investments......... 100,996 79,388 79,388
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) 110,686 Click to see attachment
List of Attached Documents:
// Content
14,183 		14,183
b Investments—corporate stock (attach schedule)....... 2,268,639 Click to see attachment
List of Attached Documents:
// Content
2,403,536 		3,440,339
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) 2,480,321 2,497,107 3,533,910
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........ 4,956,813 4,956,813
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -2,476,492 -2,459,706
29 Total net assets or fund balances (see instructions)..... 2,480,321 2,497,107
30 Total liabilities and net assets/fund balances (see instructions). 2,480,321 2,497,107
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
2,480,321
2
Enter amount from Part I, line 27a .....................
2
27,432
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,507,753
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
10,646
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,497,107
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 411 BOSTON PROPERTIES P 2022-02-08 2023-09-28
b 31 BROADCOM INC P 2020-08-03 2023-06-15
c 24 BROADCOM INC P 2020-08-03 2023-08-17
d 13 BROADCOM INC P 2020-08-03 2023-12-14
e 27 BROADCOM INC P 2020-08-27 2023-12-19
73 EXXON MOBIL CORP P 2015-09-30 2023-04-03
325 EXXON MOBIL CORP P 2015-09-30 2023-05-05
830 INTEL CORP P 2013-06-28 2023-05-05
200 MERCK & CO. INC. P 2011-10-04 2023-05-05
100 MICROSOFT CORP P 2011-07-28 2023-05-05
193 SANDOZ GROUP AG P 2016-11-21 2023-10-16
131 SIEMENS A G P 2017-09-18 2023-12-11
490 KIMBERLY CLARK CORP P 2008-07-15 2023-09-11
GS VINTAGE FUND IV, LP P 2022-12-31 2023-12-31
KIMBERLY CLARK P 2021-02-16 2023-04-17
WABTEC INC P 2019-02-26 2023-05-19
EATON VANCE LTD P 2007-12-31 2023-12-31
(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 24,134   47,844 -23,710
b 27,474   9,951 17,523
c 19,998   7,704 12,294
d 14,420   4,173 10,247
e 30,848   8,937 21,911
8,466   5,406 3,060
35,418   24,067 11,351
25,701   20,014 5,687
23,485   6,212 17,273
31,043   2,742 28,301
6,279   3,329 2,950
11,520   9,167 2,353
62,773   25,034 37,739
2,351     2,351
137,664   129,655 8,009
6,022   4,961 1,061
26,567   59,260 -32,693
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       -23,710
b       17,523
c       12,294
d       10,247
e       21,911
      3,060
      11,351
      5,687
      17,273
      28,301
      2,950
      2,353
      37,739
      2,351
      8,009
      1,061
      -32,693
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 2 125,707
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 2,726
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 2,726
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 2,726
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,800
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,800
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 74
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow74 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 arrowNY
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
 
No
Website addressright arrowN/A
14
The books are in care ofright arrowLH FRISHKOFF COMPANY LLP Telephone no.right arrow (212) 808-0070

Located atright arrow546 FIFTH AVENUE 9 FLNEW YORKNY ZIP+4right arrow10036
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
JAMES J BURKE JR TRUSTEE
3.00 		0 0 0
LH FRISHKOFF CO LLP 546 5TH AVE 9TH
FL
NEW YORK,NY10036
JEANNE J BURKE TRUSTEE
1.00 		0 0 0
LH FRISHKOFF CO LLP 546 5TH AVE 9TH
FL
NEW YORK,NY10036
JAMES J BURKE III TRUSTEE
0.10 		0 0 0
LH FRISHKOFF CO LLP 546 5TH AVE 9TH
FL
NEW YORK,NY10036
JENNIFER J BURKE TRUSTEE
0.10 		0 0 0
LH FRISHKOFF CO LLP 546 5TH AVE 9TH
FL
NEW YORK,NY10036
BRIAN BURKE TRUSTEE
0.10 		0 0 0
LH FRISHKOFF CO LLP 546 5TH AVE 9TH
FL
NEW YORK,NY10036
PHILIPPA C BURKE TRUSTEE
0.10 		0 0 0
LH FRISHKOFF CO LLP 546 5TH AVE 9TH
FL
NEW YORK,NY10036
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 N/A 0
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
3,207,351
b
Average of monthly cash balances.......................
1b
165,989
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,373,340
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
3,373,340
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
50,600
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,322,740
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
166,137
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
166,137
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,726
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,726
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
163,411
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
163,411
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
163,411
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
168,696
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
168,696
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 7 163,411
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...... 520,759
b From 2019...... 450,022
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 970,781
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 168,696
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..... 163,411
e Remaining amount distributed out of corpus 5,285
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 5 976,066
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) ... 		520,759
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		455,307
10 Analysis of line 9:
a Excess from 2019.... 450,022
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 5,285
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).)
JAMES J BURKE JR
JEANNE J 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

ALL STARS PROJECT

543 WEST 42ND STREET
NEW YORK,NY10036 		NONE OTHER PUBLIC CHARITY TO SUPPORT ASP INVEST IN CRITICAL NEW PROGRAM STAFF POSITIONS AND CREATE ANEW HOME FOR ALL STARS IN NYC 20,000

ALL STARTS PROJECT INC

543 WEST 42ND STREET
NEW YORK,NY10036 		NONE OTHER PUBLIC CHARITY TO HELP TRANSFORM THE LIVES OF YOUTH FROM POOR AND UNDERSERVED COMMUNITIES, GIVING EVERYONE THE OPPORTUNITY TO GROW BY BRIDGING RACIAL, ECONOMIC AND SOCIAL DIVISIONS. 11,000

AMERICAN MUSEUM OF NATIONAL HISTORY

200 CENTRAL PARK WEST
NEW YORK,NY10074 		NONE OTHER PUBLIC CHARITY TO SUPPORT THE MUSEUM'S CONTINUING EFFORTS TO EXPAND THE BOUNDARIES OF HUMAN KNOWLEDGE AND FOSTER SCIENCE LITERACY IN LEARNERS OF ALL AGES. 7,500

BROWN UNIVERSITY

PO BOX 1893
PROVIDENCE,RI02912 		NONE OTHER PUBLIC CHARITY KEEP THE UNIVERSITY INNOVATIVE, COMPETITIVE, AND ACCESSIBLE TO THE MOST TALENTED STUDENTS FROM ALL BACKGROUNDS. ENSURING ACADEMIC EXCELLENCE AND SERVICE TO SOCIETY. 2,500

BROWN UNIVERSITY

PO BOX 1893
PROVIDENCE,RI02912 		NONE OTHER PUBLIC CHARITY TO PROVIDE NEARLY 1,000 STUDENT-ATHLETES WITH AN ENRICHING EXPERIENCE AS THEY REPRESENT BROWN WITH AN INDOMITABLE SPIRIT. 7,100

CONSUMER REPORTS

101 TRUMAN AVENUE
YONKERS,NY10703 		NONE OTHER PUBLIC CHARITY TO HELP TEST THE PRODUCTS AND SERVICES MILLIONS OF CONSUMERS USE EVERY DAY, CREATING A FAIR AND JUST MARKETPLACE FOR ALL. 100

GREENWICH UNITED WAY

500 WEST PUTNAM AVENUE SUITE 415
GREENWICH,CT06830 		NONE OTHER PUBLIC CHARITY TO PROVIDE SUPPORT FOR GREENWICH'S MOST CRITICAL NEEDS, AND AID THE NEIGHBORS THAT NEED HELP TO MEET THE DAILY CHALLENGES THEY FACE. 2,650

HARVARD BUSINESS SCHOOL

124 MOUNT AUBURN STREET
CAMBRIDGE,MA02138 		NONE OTHER PUBLIC CHARITY HARVARD BUSINESS SCHOOL FUND FOR FINANCIAL AID, MBA PROGRAM, FACULTY, CASE WRITING, AND RESEARCH. 2,000

HARVARD CLUB OF NYC

35 WEST 44TH STREET
NEW YORK,NY10036 		NONE OTHER PUBLIC CHARITY TO PROVIDE FUNDING FOR DESERVING HIGH SCHOOL SENIORS FROM THE FIVE BOROUGHS WHO COULD NOT OTHERWISE AFFORD TO ATTEND THE COLLEGE. 500

LITERACY INC

5030 BROADWAY SUITE 641
NEW YORK,NY10034 		NONE OTHER PUBLIC CHARITY TO PROVIDE READING AND LEARNING OPPORTUNITIES FOR CHILDREN SO THAT THEY GROW INTO COMPETENT READERS, READY TO SUCCEED IN SCHOOL AND IN LIFE 7,500

NANTUCKET HISTORICAL ASSOCIATION

15 BROAD STREET
NANTUCKET,MA02554 		NONE OTHER PUBLIC CHARITY TO SUPPORT THE HISTORY OF NANTUCKET THROUGH PROGRAMS, COLLECTIONS AND PROPERTIES. 250

NATIONAL MS SOCIETY

733 3RD AVE 3RD FLOOR
NEW YORK,NY10017 		NONE OTHER PUBLIC CHARITY TO FUND ESSENTIAL RESEARCH, ADVOCACY AND SERVICES AIMED AT CURING MS. 200

OUR HOUSE

76 FLORAL AVENUE
MURRAY HILL,NJ07974 		NONE OTHER PUBLIC CHARITY TO PROVIDE ADDITIONAL COMMUNITY HOUSING, DAY PROGRAMS AND EMPLOYMENT FOR INDIVIDUALS WITH DISABILITIES, WHO ONLY NEED A CHANCE TO PROVE THEMSELVES. 5,131

PRIEST OF THE SACRED HEART

PO BOX 367
HALES CORNERS,WI53130 		NONE OTHER PUBLIC CHARITY TO HELP SUPPORT THE MISSIONARY ACTIVITIES OF THE PSH AMONG PEOPLE IN NEED THROUGHOUT THE WORLD. 1,000

RONALD MCDONALD HOUSE OF NEW YORK

405 EAST 73RD STREET
NEW YORK,NY10021 		NONE OTHER PUBLIC CHARITY TO PRODUCE WORLD-CLASS THEATRE AND EDUCATION PROGRAMS THAT INSPIRE AND ENRICH THE COMMUNITY. 5,000

ROUNDABOUT THEATRE COMPANY

231 W 39TH STREET SUITE 1200
NEW YORK,NY10018 		NONE OTHER PUBLIC CHARITY TO PRODUCE WORLD-CLASS THEATRE AND EDUCATION PROGRAMS THAT INSPIRE AND ENRICH THE COMMUNITY. 46,300

SCONSET TRUST

PO BOX 821
SIASCONSET,MA02564 		NONE OTHER PUBLIC CHARITY LAND CONSERVATION AND HISTORIC PRESERVATION IN AND AROUND THE VILLAGE OF SIASCONSET MASSACHUSETTS ON THE ISLAND OF NANTUCKET. 5,175

SETON HALL PREPARATORY SCHOOL

120 NORTHFIELD AVENUE
WEST ORANGE,NJ07052 		NONE OTHER PUBLIC CHARITY TO SUPPORT ACADEMIC AND ATHLETE PROGRAMS AS WELL AS EXTRACURRICULAR, SPIRTUAL AND SERVICES ACTIVITIES. 25,000

SHREWSBURY PBA

PO BOX 7398
SHREWSBURY,NJ07702 		NONE OTHER PUBLIC CHARITY PROVIDE SUPPORT TO SHREWSBURY, NJ PBA 50

THE FUND FOR PARK AVENUE

445 PARK AVE 9TH FLOOR
NEW YORK,NY10022 		NONE OTHER PUBLIC CHARITY TO PLANT AND MAINTAIN THE TREES AND FLOWERS ON THE PARK AVENUE MALLS. 250

THE JIMMY FUND

10 BROOKLINE PLACE WEST 6TH FLOOR
BROOKLINE,MA02445 		NONE OTHER PUBLIC CHARITY SUPPORT INNOVATIVE WORK OF DOCTORS, NURSES, SCIENTISTS AT DAN-FARBER CANCER INSITUDE AND THEIR SEARCH FOR CURES FOR CANCERS AND RELATED DISEASES. 3,500

WRITERS GUILD OF AMERICA

250 HUDSON STREET
NEW YORK,NY10013 		NONE OTHER PUBLIC CHARITY TO PROVIDE INDIVIDUALS FROM ALL WALKS OF LIFE TO FINE THEIR VOICES AND TELL THEIR STORIES THRU WRITING WORKSHOP. 10,000

YALE UNIVERSITY

PO BOX 208241
NEW HAVEN,CT06520 		NONE OTHER PUBLIC CHARITY DANIEL RAYMOND WONG NEUROLOGY RESEARCH FUND 2,000
Total .................................right arrow 3a 164,706
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 3,217  
4 Dividends and interest from securities ....     14 118,390  
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 3,742  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 125,707  
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) .. 0 251,056 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
251,056
(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.)
10 SETTLEMENT INCOME
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

TY 2023 AccountingFeesSchedule
Name:
THE BURKE FAMILY FOUNDATION
EIN:
22-3341317
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING AND TAX PREPARATION 8,400 5,628   2,772

TY 2023 InvestmentsCorpStockSchedule
Name:
THE BURKE FAMILY FOUNDATION
EIN:
22-3341317
Name of Stock End of Year Book Value End of Year Fair Market Value
SCHWAB 5088: 1098 SHS - MORGAN STANLEY 43,567 102,383
SCHWAB 5088: 1157 SHS - DOW INC 54,413 63,450
SCHWAB 5088: 1245 SHS - CITIGROUP INC. 84,228 64,043
SCHWAB 5088: 1360 SHS - NEXTERA ENERGY INC 16,569 82,606
SCHWAB 5088: 166 SHS - BROADCOM INC. 27,144 79,254
SCHWAB 5088: 219 SHS - MICROSOFT CORP 3,263 44,749
SCHWAB 5088: 274 SHS - DIAGEO PLC NEW ADR 15,386 39,911
SCHWAB 5088: 299 SHS - GENERAL DYNAMICS CO. 51,152 77,641
SCHWAB 5088: 314 SHS - LOWES COMPANIES INC. 30,034 69,881
SCHWAB 5088: 341 SHS - TRAVELERS COMPANIES INC 30,551 64,957
SCHWAB 5088: 400 SHS - TARGET CORP 43,261 67,792
SCHWAB 5088: 438 SHS - UNITED PARCEL 72,561 68,867
SCHWAB 5088: 521 SHS - GENUINE PARTS CO 16,791 72,159
SCHWAB 5088: 567 SHS - CHEVRON CORP 61,789 84,574
SCHWAB 5088: 569 SHS - CHUBB LTD 60,147 128,594
SCHWAB 5088: 780 SHS - WALMART INC. 95,047 122,967
SCHWAB 5088: 887 SHS - MERCK & CO INC 26,042 74,897
SCHWAB 5088: 961 SHS - RAYTHEON COMPANY NEW 28,370 80,859
SCHWAB 5088: 965 SHS - NOVARTIS AG 60,139 97,436
SCHWAB 5088: 1000 SHS - ALTRIA GROUP INC 23,546 40,340
SCHWAB 5088: 1015 SHS - PHILIP MORRIS INTL INC 69,445 95,491
SCHWAB 5088: 1091 SHS - MEDTRONIC PLC 104,700 89,877
SCHWAB 5088: 1150 SHS - EXXON MOBILE CORP 58,327 75,185
SCHWAB 5088: 1157 SHS - UNILEVER NV NY SHS NEW 25,747 56,091
SCHWAB 5088: 1164 SHS - SIEMENS AG 67,347 96,627
SCHWAB 5088: 1290 SHS - CISCO SYSTEMS INX 35,093 65,171
SCHWAB 5088: 1415 SHS - JOHNSON CONTROLS INTL 53,432 81,561
SCHWAB 5088: 1418 SHS - TRUIST FINANCIAL CORP 81,907 61,693
SCHWAB 5088: 1519 SHS - COMCAST CORP 60,356 66,608
SCHWAB 5088: 1836 SHS - BCE INC 79,208 72,302
SCHWAB 5088: 1865 SHS - INTEL CORP 41,756 52,009
SCHWAB 5088: 1892 SHS - CONOCO PHILLIPS 44,016 91,927
SCHWAB 5088: 1900 SHS VICI PROPERTIES INC 59,479 60,572
SCHWAB 5088: 1947 SHS - PFIZER 66,886 56,054
SCHWAB 5088: 232 SHS - UNION PACIFIC CORP 49,868 56,984
SCHWAB 5088: 2461 SHS - BANK OF AMERICA CORP 73,999 82,862
SCHWAB 5088: 2961 SHS - AT&T INC 63,474 49,686
SCHWAB 5088: 727 SHS - DUKE ENERGY CORP NEW 38,872 70,548
SCHWAB 5088: 101 SHS - KENVUE INC 71,675 73,310
SCHWAB 5088: SHS - CROWN CASTLE INC 35,452 44,694
UBS 53026: SHS - BLACKSTONE MTG INC 34,625 42,540
UBS 53026: SHS - NEW YORK CMNTY BANCORP 33,016 30,690
UBS 53026: SHS - RITHM CAPITAL CORP 47,225 64,080
UBS 53026: SHS - BLACK STONE MINERALS 63,535 63,840
SCHWAB 5044: SHS - ALTRIA GROUP 100,640 109,982
SCHWAB 5044: SHS - STELLANTIS N V 99,456 130,592
GOLDMAN SAACHS 734-4 0 72,003

TY 2023 InvestmentsGovtObligationsSch
Name:
THE BURKE FAMILY FOUNDATION
EIN:
22-3341317
US Government Securities - End of Year Book Value:

14,183
US Government Securities - End of Year Fair Market Value:

14,183
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:
THE BURKE FAMILY FOUNDATION
EIN:
22-3341317
Description Amount
FEDERAL TAX 4,152
NONDEDUCTIBLE CONTRIBUTIONS 6,494


TY 2023 OtherExpensesSchedule
Name:
THE BURKE FAMILY FOUNDATION
EIN:
22-3341317
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADR PASS THRU FEE 75 75   0
FILING FEES 50 0   50
BANK CHARGES 1,837 919   918
NY FILING FEES 250 0   250


TY 2023 OtherIncomeSchedule2
Name:
THE BURKE FAMILY FOUNDATION
EIN:
22-3341317
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SETTLEMENT INCOME 1,032 1,032 1,032
BLACKSTONE MINERALS LP 2,710 2,710 2,710


TY 2023 OtherProfessionalFeesSchedule
Name:
THE BURKE FAMILY FOUNDATION
EIN:
22-3341317
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY 28,517 28,517   0
INVESTMENT ADVISORY 15,337 15,337   0


TY 2023 TaxesSchedule
Name:
THE BURKE FAMILY FOUNDATION
EIN:
22-3341317
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID 4,452 4,452   0