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 Louise and Michael D Burke Family
Foundation
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

85-2718958
B Telephone number (see instructions)

(800) 839-1754
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$1,300,685J 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 52 52  
4 Dividends and interest from securities... 33,086 33,086  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -31,768
b Gross sales price for all assets on line 6a 450,515
7 Capital gain net income (from Part IV, line 2)... 0
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........ 1,370 33,138  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
6,892 6,892    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
364 83    
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
14,267     14,267
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 21,523 6,975   14,267
25 Contributions, gifts, grants paid....... 50,000 50,000
26 Total expenses and disbursements. Add lines 24 and 25 71,523 6,975   64,267
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -70,153
b Net investment income (if negative, enter -0-) 26,163
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......... 5,911 20,313 20,313
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,326,419 Click to see attachment
List of Attached Documents:
// Content
1,246,864 		1,280,372
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) 1,332,330 1,267,177 1,300,685
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 1,332,330 1,267,177
29 Total net assets or fund balances (see instructions)..... 1,332,330 1,267,177
30 Total liabilities and net assets/fund balances (see instructions). 1,332,330 1,267,177
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,332,330
2
Enter amount from Part I, line 27a .....................
2
-70,153
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
5,000
4
Add lines 1, 2, and 3 ..........................
4
1,267,177
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,267,177
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 Publicly-traded Securities      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 450,515   476,319 -25,804
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -25,804
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -25,804
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) 1 364
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  
3 Add lines 1 and 2........................... 3 364
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 364
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 109
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 400
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 509
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 10 145
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow145 Refundedright arrow 11  
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 arrowDE
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 arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
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
Louise Burke Dir, VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Michael Burke Dir, Pres
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Michael John Burke Dir, Treas
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Kendra Anne Burke Haire Dir, Sec
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................right arrow  
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
 
Total number of others receiving over $50,000 for professional services.............right arrow  
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 arrow  
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
1,249,766
b
Average of monthly cash balances.......................
1b
13,340
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,263,106
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,263,106
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
18,947
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,244,159
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
62,208
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
62,208
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
364
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
364
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
61,844
4
Recoveries of amounts treated as qualifying distributions................
4
5,000
5
Add lines 3 and 4............................
5
66,844
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
66,844
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
64,267
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
64,267
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 66,844
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 55,319
b Total for prior years:2021, 2020, 2019  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 64,267
a Applied to 2022, but not more than line 2a 55,319
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 8,948
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		57,896
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 0
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).)
Louise Burke
Michael 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

ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI

5508 HWY 290 W SUITE 206
AUSTIN,TX78735 		N/A PC General & Unrestricted 5,000

AMERICAN CANCER SOCIETY

2500 FONDREN RD STE 100
HOUSTON,TX77063 		N/A PC General & Unrestricted 5,000

AMERICAN NATIONAL RED CROSS

2218 PERSHING DR
AUSTIN,TX78723 		N/A PC General & Unrestricted 3,000

CATHOLIC CHARITIES OF CENTRAL TEXAS

1625 RUTHERFORD LN
AUSTIN,TX78754 		N/A PC General & Unrestricted 1,000

CATHOLIC DIOCESE OF AUSTIN

6225 E HWY 290
AUSTIN,TX78723 		N/A PC General & Unrestricted 1,000

CENTER FOR CHILD PROTECTION

8509 FM 969 BLDG 2
AUSTIN,TX78724 		N/A PC General & Unrestricted 3,000

CENTRAL TEXAS FOOD BANK INC

6500 METROPOLIS DR
AUSTIN,TX78744 		N/A PC General & Unrestricted 3,000

CHEYANNA FOUNDATION FOR CHILDREN

11701 BEE CAVES RD STE 200
BEE CAVE,TX78738 		N/A PC General & Unrestricted 2,000

COLINS HOPE

3267 BEE CAVES RD STE 107 PMB 147
AUSTIN,TX78746 		N/A PC General & Unrestricted 1,000

FLORENCES COMFORT HOUSE INC

515 KEMP ST
AUSTIN,TX78741 		N/A PC General & Unrestricted 1,000

MANOS DE CRISTO INC

4911 HARMON AVE
AUSTIN,TX78751 		N/A PC General & Unrestricted 1,000

OBLATE MISSIONARIES OF MARY IMACULATE

PO BOX 100941
SAN ANTONIO,TX78201 		N/A PC Oblate Missionaries of Zambia fund 3,000

SCT ROTARY FOUNDATION

1530 SUN CITY BLVD
GEORGETOWN,TX78633 		N/A PC General & Unrestricted 6,000

ST JUDE CHILDRENS RESEARCH HOSPITAL INC

501 ST JUDE PL
MEMPHIS,TN38105 		N/A PC General & Unrestricted 5,000

TEXAS A&M SAN ANTONIO FOUNDATION

1 UNIVERSITY WAY
SAN ANTONIO,TX78224 		N/A PC Educare program 10,000
Total .................................right arrow 3a 50,000
bApproved for future payment
Total ................................. right arrow 3b  
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 52  
4 Dividends and interest from securities ....     14 33,086  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -31,768  
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) ..   1,370  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,370
(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

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

TY 2023 DepreciationSchedule
Name:
The Louise and Michael D Burke Family
 
Foundation
EIN:
85-2718958
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2023 InvestmentsCorpStockSchedule
Name:
The Louise and Michael D Burke Family
 
Foundation
EIN:
85-2718958
Name of Stock End of Year Book Value End of Year Fair Market Value
3M CO 1,346 892
ABBOTT LABS 1,556 1,452
ABBVIE INC 1,675 2,162
ABERDEEN BLOOMBERG ALL COMMODI 26,952 24,103
ACCENTURE PLC 1,634 1,831
ADOBE SYSTEMS, INC 2,162 2,130
ADVANCED MICRO DEVICES INC 1,537 2,052
AGCO CP 827 834
AIR PRODS & CHEM INC 755 719
AIRBNB 593 571
ALASKA AIR GROUP INC 613 598
ALEXANDRIA REAL ESTATE EQUITIE 741 604
ALLIANT CORP 1,450 1,317
ALLSTATE CORP 627 753
ALPHABET INC CL A 4,199 6,557
ALPHABET INC CL C 3,339 5,361
ALTRIA GROUP INC 822 708
AMAZON COM 101,928 95,637
AMERICAN ELECTRIC POWER INC 999 948
AMERICAN EXPRESS CO 877 978
AMERICAN HOMES 4 RENT 341 363
AMERICAN TOWER REIT INC 2,789 3,263
AMERICOLD REALTY TRUST 600 604
AMGEN INC 1,036 1,235
AMPHENOL CORPORATION 858 1,198
ANALOG DEVICES INC 708 870
AON PLC CL A 580 700
APARTMENT INCOME REIT CORP 372 274
APOLLO GLOBAL MANAGEMENT, INC 1,056 1,446
APPLE INC 15,066 22,020
APPLIED MATERIALS INC 1,215 1,483
ARCHER DANIELS MDLND 405 485
ARISTA NETWORKS 583 739
AT&T, INC 1,266 1,087
AUTODESK, INC 758 751
AUTOMATIC DATA PROCESSING INC 833 947
BALL CP 940 731
BANK NEW YORK MELLON CORP COM 804 747
BANK OF AMERICA CORP 1,850 1,687
BECTON DICKINSON & CO 726 720
BERKSHIRE HATHAWAY INC. CLASS 3,485 4,499
BLACKROCK INC 1,225 1,213
BLOCK INC 868 1,312
BOEING CO 973 1,296
BOSTON PPTYS INC 1,001 701
BOSTON SCIENTIFIC 832 1,140
BOX INC 600 581
BOYD GAMING CORP 220 254
BRISTOL-MYERS SQUIBB CO 1,229 948
BROADCOM INC 1,624 3,675
BROWN & BROWN INC 1,020 1,201
CADENCE DESIGN SYSTEMS INC 491 833
CAE INC 923 972
CAMDEN PPTY TR 514 479
CAPITAL ONE FINANCIAL CORP 761 738
CARRIER GLOBAL 594 628
CATERPILLAR INC 925 1,320
CENTERPOINT ENERGY 1,342 1,303
CHARLES SCHWAB CORP 905 980
CHARTER COMMUNICATIONS, INC 704 621
CHEVRON CORP 1,415 1,991
CHUBB LIMITED 724 975
CIENA CORP 593 490
CIGNA CORPORATION 759 957
CISCO SYSTEMS INC 1,633 1,560
CITIGROUP INC 945 872
CITIZENS FINANCIAL GROUP, INC 765 611
CME GROUP, INC 610 612
COMCAST CORP 1,691 1,522
CONOCOPHILLIPS 584 1,241
CONSTELLATION BRANDS INC 1,951 1,941
CORNING INC 810 725
COSTCO WHOLESALE CORPORATION 1,604 2,478
CROWN CASTLE INTL 1,744 1,663
CSX CORP 762 832
CVS CAREMARK CORP 864 841
DANAHER CORP 1,189 1,131
DB X TRACKERS MSCI EUROPE HEDG 9,097 9,686
DEERE CO 845 974
DEVON ENERGY CORPORATION 862 709
DEXCOM, INC 698 1,006
DIGITAL RLTY TR INC 1,223 1,672
DOCUSIGN INC 436 468
DOMINION ENERGY INC 890 604
DOMINOS PIZZA INC 758 844
DOVER CORP 901 958
DOW INC 967 949
DTE ENERGY CO COM 1,179 1,066
EATON CORP PLC 603 970
ECOLAB INC 679 842
EDWARDS LIFESCIENCES 1,010 749
ELECTRONIC ARTS 774 832
ELEVANCE HEALTH INC 1,001 1,211
ELI LILLY & CO 1,577 3,734
EMERSON ELECTRIC CO 626 629
EOG RESOURCES INC 534 821
EQUINIX, INC 2,051 2,017
ESSEX PRTY TR INC 321 363
ESTEE LAUDER COMPANIES INC 958 606
ETSY INC 924 914
EXTRA SPACE STORAGE 580 742
EXXON MOBIL CORP 1,765 3,027
FASTENAL COMPANY 476 594
FEDEX CORPORATION 555 605
FISERV INC 776 944
FIVE BELOW INC 590 901
FORD MOTOR COMPANY 698 630
FREEPORT-MCMORAN COPPER & GOLD 815 996
FS MULTI-STRAT ALT FUND CL I 62,346 61,162
GAMING AND LEISURE PROPERTIES, 1,294 1,329
GEN DYNAMICS CP 771 875
GENERAL ELECTRIC CO 692 1,097
GENERAL MILLS INC 706 728
GENERAL MOTORS 948 736
GILEAD SCIENCES INC 824 983
GODADDY INC 617 827
GOLDMAN SACHS GROUP 1,146 1,207
HALLIBURTON COMPANY 1,439 1,421
HCA INC 558 604
HEALTHCARE REALTY TRUST 521 473
HIGHWOODS PRPTY INC 587 352
HILTON WORLDWIDE HOLDINGS, INC 880 1,335
HOLOGIC, INC 1,133 1,081
HOME DEPOT INC 2,530 2,697
HONEYWELL INTL 1,166 1,097
HOST HOTELS & RESORTS INC 124 139
HOWMET AEROSPACE ORD SHS 1,001 1,219
HUMANA INC 994 982
IDEXX CORP 684 851
ILLINOIS TOOL WORKS 841 962
ILLUMINA INC COM 472 357
INTEL CORP 1,818 1,816
INTERCONTINENTAL EXCHANGE, INC 690 744
INTERNATIONAL BUSINESS MACHINE 990 1,207
INTUIT 1,410 1,706
INTUITIVE SURGICAL 1,115 1,248
INVESCO S&P 500 HIGH BETA ETF 1,135 1,327
INVITATION HOMES INC. 1,288 1,302
IQVIA HOLDINGS INC 2,158 2,066
IRON MOUNTAIN 827 971
ISHARE MSCI FRANCE 10,130 11,388
ISHARE MSCI GERMANY 14,704 16,223
ISHARE MSCI ITALY IN 4,074 4,825
ISHARE MSCI UK INDEX 18,563 19,114
ISHARES BARCLAYS MBS BOND FUND 26,099 25,729
ISHARES CORE MSCI EAFE ETF 11,252 11,023
ISHARES CORE MSCI EMERGING MAR 16,731 15,677
ISHARES INC MSCI SWITZERLAND I 7,773 7,811
ISHARES MSCI AUSTRALIA INDEX F 4,886 4,835
ISHARES MSCI BRAZIL FREE INDEX 5,036 5,878
ISHARES MSCI CANADA INDEX FD 10,778 11,154
ISHARES MSCI CHINA INDEX FUND 7,133 6,030
ISHARES MSCI EAFE MINIMUM VOLA 10,635 9,982
ISHARES MSCI EMERGING MARKETS 11,599 10,795
ISHARES MSCI INDIA ETF 5,105 5,962
ISHARES MSCI PACIFIC EX-JAPAN 6,233 5,733
ISHARES MSCI-HONG KONG 2,883 2,477
ISHARES MSCI-JAPAN 6,625 7,437
ISHARES MSCI-SOUTH KOREA 2,993 3,188
ISHARES RUSSELL MIDCAP G IN FD 1,497 1,446
ISHARES RUSSELL MIDCAP VALUE 990 1,081
ISHARES TRUST FALLEN ANGELS US 1,620 1,652
JANUS HENDERSON MORTGAGEBACKED 22,320 23,268
JOHCM EMERGING MARKETS OPPORTU 145,761 120,052
JOHNSON & JOHNSON 2,966 2,772
JOHNSON CONTROLS INTERNATIONAL 694 622
JP MORGAN CHASE 3,057 3,505
JP MORGAN ULTRA SHORT INCOME E 10,609 10,631
JPMORGAN HEDGED EQUITY 2 FUND 26,004 29,459
JPMORGAN HEDGED EQUITY 3 25,216 29,484
KENVUE INC 741 748
KEYCORP 664 744
KIMBERLY CLARK CORP 1,012 966
KIMCO RLTY CORP 395 461
KNIGHT SWIFT TRANSPORTATION HO 1,040 1,177
L3HARRIS TECHNOLOGIES 785 840
LAM RESEARCH CORP 967 1,244
LENNAR CORP 839 1,437
LINDE PLC COM 1,198 1,668
LIVERAMP HOLDINGS INC 377 629
LOCKHEED MARTIN CORP 633 750
LOWES COMPANIES INC 1,247 1,426
LULULEMON ATHLETICA INC 711 718
MARATHON PETROLEUM CORP 473 1,028
MARRIOTT INTERNATIONAL INC. CL 604 1,008
MARSH AND MCLENNAN COMPANIES I 915 1,205
MASTERCARD INC 2,220 2,516
MCDONALD'S CORP 1,253 1,580
MCKESSON CORP 338 735
MEDICAL PROPERTIES TRUST, INC 220 136
MEDTRONIC PLC 1,355 963
MERCK & CO INC 1,464 2,072
META PLATFORMS INC 5,615 6,009
METROPOLITAN WEST UNCONSTRAINE 47,217 47,320
MICROCHIP TECHNOLOGY INC 795 962
MICRON TECHNOLOGY 752 901
MICROSOFT CORP 16,349 21,944
MID-AMERICA APT COMMUNITIES IN 1,195 1,069
MONSTER BEVERAGE CORP 655 644
MOODYS CORP 921 963
MOTOROLA SOLUTIONS INC 555 745
MSCI INC 554 617
NETFLIX INC 1,555 1,766
NEXTERA ENERGY, INC 1,307 1,070
NIKE INC-CL B 1,830 1,374
NORFOLK SOUTHERN CORP 782 725
NUCOR CP 534 608
NVIDIA CORP 3,776 9,815
NXP SEMICONDUCTORS 811 989
O'REILLY AUTOMOTIVE INC 1,105 1,415
ORACLE CORP 1,111 1,311
PALO ALTO NETWORKS INC 740 926
PARKER HANNIFIN CP 722 1,085
PAYPAL HOLDINGS, INC 1,671 723
PEPSICO INC 1,684 1,817
PERFORMANCE FOOD GROUP COMPANY 714 1,071
PFIZER INC 1,753 1,229
PHILIP MORRIS INTL 1,234 1,226
PHILLIPS 66 514 821
PINTEREST INC 399 591
PIONEER NAT RES CO 795 721
PPG INDUSTRIES INC 1,252 1,327
PROCTER GAMBLE CO 2,054 2,165
PROGRESSIVE CORP OHIO 575 967
PROLOGIS 3,010 3,120
PRUDENTIAL FINCL INC 1,561 1,668
PUBLIC STORAGE INC 247 246
QUALCOMM INC 1,134 1,217
QUANTA SVCS INC 328 734
RAYTHEON TECHNOLOGIES CORP 1,084 1,096
REALTY INCOME CORP 2,219 2,032
REGENERON PHARMACEUTICALS INC 913 1,230
REGIONS FINANCIAL CORP 642 619
REPUBLIC SVCS INC 1,114 1,361
ROPER INDUSTRIES 835 841
S&P GLOBAL INC COM 1,225 1,333
SALESFORCE.COM 1,875 2,144
SBA COMMUNICATIONS CORP 652 716
SCHLUMBERGER LTD 604 932
SCHWAB FUNDAMENTAL EM MARKETS 18,225 17,118
SCHWAB FUNDAMENTAL INTL LARGE 11,539 12,351
SCHWAB US TIPS 1,623 1,655
SENSATA TECHNOLOGIES HOLDINGS 1,147 1,088
SERVICE NOW 1,053 1,325
SHERWIN-WILLIAMS CO 863 971
SIMON PPTY GROUP INC 1,271 1,634
SOUTHERN CO 754 827
SPDR BARCLAYS CAPITAL 1-3 MONT 495 494
SPDR BLACKSTONE/GSO SENIOR LOA 60,677 61,133
SPIRIT REALTY CAPITAL, INC 225 237
SPORTRADAR GROUP AG 798 598
SPOTIFY TECHNOLOGY SA 849 940
STARBUCKS CORP COM 1,129 1,095
STRYKER CORPORATION 879 1,100
SUN COMMUNITIES INC 958 956
SYNOPSYS, INC 478 883
SYSCO CORP 751 711
T-MOBILE US INC 608 765
TARGET CORPORATION 1,336 885
TE CONNECTIVITY LTD 824 860
TESLA MOTORS INC 5,071 5,437
TEXAS INSTRUMENTS INC 1,056 1,110
THE BLACKSTONE GROUP INC CL A 763 859
THE COCA-COLA CO 1,857 1,931
THE JM SMUCKER COMPANY 660 634
THE TRADE DESK INC 943 996
THERMO FISHER SCIENTIFIC INC 1,622 1,686
TJX COMPANIES INC 823 1,108
TRANSDIGM GRP INC 1,035 1,458
TRANSUNION COM USD0.01 1,127 733
TRUIST FINANCIAL CORPORATION 793 624
UBER 1,080 1,075
UDR INC 1,999 1,587
ULTA SALON, COSMETICS & FRAGRA 772 965
UNION PACIFIC 1,064 1,214
UNITED PARCEL SERVICE 1,101 844
UNITED RENTALS INC 864 865
UNITEDHEALTH GROUP INC 2,713 3,363
US BANCORP 992 846
VALERO ENERGY CORP 1,180 1,761
VANGUARD CORP BOND ETF LONG TE 10,648 11,930
VANGUARD FTSE EUROPEAN ETF 11,486 12,541
VANGUARD GOVT BOND ETF INTERME 28,236 27,803
VANGUARD INTERMEDIATE TERM COR 11,506 11,631
VANGUARD LT GOV BOND ETF 18,489 16,345
VANGUARD SHOR-TERM GOV BOND 23,804 24,148
VANGUARD SHORT TERM CORPORATE 18,970 19,448
VANGUARD SM-CAP ETF 34,956 35,723
VANGUARD TOTAL INTL BD IDX ETF 1,611 1,610
VERISK ANALYTICS, INC 1,478 1,892
VERIZON COMMUNICATIONS 1,645 1,194
VERTEX PHARMCTLS INC 547 960
VICI PROPERTIES INC 493 502
VISA INC 2,406 2,986
W. P. CAREY INC 210 238
WAL-MART STORES INC 1,292 1,451
WALT DISNEY HOLDINGS CO 2,465 1,517
WASTE MANAGEMENT INC 779 962
WEBSTER FINL CORP 741 950
WEC ENERGY GROUP, INC 826 754
WELLS FARGO & CO 1,145 1,295
WELLTOWER INC. 1,419 1,798
WEX, INC 814 978
WEYERHAEUSER CO 131 133
WISDOMTREE JAPAN HEDGED EQUITY 13,726 18,720
WORKDAY INC 450 724
XCEL ENERGY INC 905 830
YETI HOLDINGS, INC. 697 930
YUM BRANDS INC 659 743
ZILLOW GROUP, INC (CL C) 488 607
ZIMMER BIOMET HOLDINGS 651 603
ZOETIS INC 1,027 1,074
ZOOM VIDEO COMMUNICATIONS INC 610 484

TY 2023 OtherExpensesSchedule
Name:
The Louise and Michael D Burke Family
 
Foundation
EIN:
85-2718958
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 14,242     14,242
State or Local Filing Fees 25     25


TY 2023 OtherIncreasesSchedule
Name:
The Louise and Michael D Burke Family
 
Foundation
EIN:
85-2718958
Description Amount
RETURNED GRANT 5,000


TY 2023 OtherProfessionalFeesSchedule
Name:
The Louise and Michael D Burke Family
 
Foundation
EIN:
85-2718958
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 6,892 6,892    


TY 2023 TaxesSchedule
Name:
The Louise and Michael D Burke Family
 
Foundation
EIN:
85-2718958
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Extension for 2022 100      
Foreign Tax Paid 83 83    
IRS Miscellaneous Fee Expense 181