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 BURKEHAVEN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1834 CENTRE ST 589
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WEST ROXBURY, MA02132
A Employer identification number

82-6746205
B Telephone number (see instructions)

(617) 419-0156
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$39,042,163J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 582 582  
4 Dividends and interest from securities... 950,227 950,227  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -98,634
b Gross sales price for all assets on line 6a 14,126,443
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)....... Click to see attachment
List of Attached Documents:
// Content
13,323 13,323 0
12 Total. Add lines 1 through 11........ 865,498 964,132 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 219,555 10,978 0 208,577
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 13,643 682 0 12,961
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,090 1,523 0 4,567
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
56,041 56,041 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
73,227 27,902 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 1,000 0 0 1,000
21 Travel, conferences, and meetings....... 4,122 0 0 4,122
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
150,292 144,713 0 5,579
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 523,970 241,839 0 236,806
25 Contributions, gifts, grants paid....... 2,811,500 2,811,500
26 Total expenses and disbursements. Add lines 24 and 25 3,335,470 241,839 0 3,048,306
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,469,972
b Net investment income (if negative, enter -0-) 722,293
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 229,332 232,692 232,692
2 Savings and temporary cash investments......... 439,836 1,757,811 1,757,811
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)....... 11,555,024 0 0
c Investments—corporate bonds (attach schedule)....... 21,081,521 Click to see attachment
List of Attached Documents:
// Content
27,720,955 		34,813,175
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).......... 1,271,586 Click to see attachment
List of Attached Documents:
// Content
2,310,765 		2,238,485
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) 34,577,299 32,022,223 39,042,163
Liabilities 17 Accounts payable and accrued expenses.......... 3,880 4,032
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) Click to see attachment
List of Attached Documents:
// Content
27 		Click to see attachment
List of Attached Documents:
// Content
49
23 Total liabilities (add lines 17 through 22)......... 3,907 4,081
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........... 34,573,392 32,018,142
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    
29 Total net assets or fund balances (see instructions)..... 34,573,392 32,018,142
30 Total liabilities and net assets/fund balances (see instructions). 34,577,299 32,022,223
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
34,573,392
2
Enter amount from Part I, line 27a .....................
2
-2,469,972
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
32,103,420
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
85,278
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
32,018,142
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 CAPITAL GAINS DIVIDENDS P    
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 14,065,738   14,225,077 -159,339
b 60,705     60,705
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       -159,339
b       60,705
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 -98,634
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 10,040
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 10,040
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 10,040
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 75,141
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 75,141
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 65,101
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow65,101 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 arrowMA, NH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowTHE ORGANIZATION Telephone no.right arrow (617) 419-0156

Located atright arrow1834 CENTRE ST 589WEST ROXBURYMA ZIP+4right arrow02132
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
IRFAN ALIBHAI PRESIDENT
40.00 		219,555 0 0
1834 CENTRE STREET 589
WEST ROXBURY,MA02132
CAROL WALLACE VICE PRESIDENT
1.00 		0 0 0
1834 CENTRE STREET 589
WEST ROXBURY,MA02132
MICHAEL JEWCZYN SECRETARY/TREASURER
1.00 		0 0 0
1834 CENTRE STREET 589
WEST ROXBURY,MA02132
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
FIDUCIARY INVESTMENT ADVISORS INVESTMENT ADVISOR 56,041
BOSTON
BOSTON,MA02119
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
35,307,780
b
Average of monthly cash balances.......................
1b
1,136,755
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
36,444,535
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
36,444,535
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
546,668
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
35,897,867
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,794,893
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
1,794,893
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
10,040
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
10,040
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,784,853
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,784,853
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
1,784,853
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
3,048,306
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
3,048,306
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 1,784,853
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......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022...... 862,877
f Total of lines 3a through e ........ 862,877
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,048,306
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..... 1,784,853
e Remaining amount distributed out of corpus 1,263,453
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 2,126,330
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) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		2,126,330
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022.... 862,877
e Excess from 2023.... 1,263,453
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).)
CAROL WALLACE
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

ACCOUNTABILITY COUNSEL

244 KEARNY STREET FLOOR 6
SAN FRANCISCO,CA94108 		  PC GENERAL CHARITABLE SUPPORT 100,000

ACTION NC

1817 CENTRAL AVENUE
CHARLOTTE,NC28205 		  PC GENERAL CHARITABLE SUPPORT 2,000

AGA KHAN FOUNDATION USA

1825 K ST NW STE 901
WASHINGTON,DC20006 		  PC GENERAL CHARITABLE SUPPORT 25,000

ALWAYS DREAM FOUNDATION

125 RAILROAD AVE SUITE 203
DANVILLE,CA94526 		  PC GENERAL CHARITABLE SUPPORT 1,000

ASCENTRIA CARE ALLIANCE

11 SHATTUCK STREET
WORCESTER,MA01605 		  PC GENERAL CHARITABLE SUPPORT 10,000

AUSBON SARGENT LAND PRESERVATION TRUST

PO BOX 2040 71 PLEASANT STREET
NEW LONDON,NH03257 		  PC GENERAL CHARITABLE SUPPORT 5,000

BAKER SCHOOL EXTENDED DAY

205 BEVERLY ROAD
BROOKLINE,MA02467 		  PC GENERAL CHARITABLE SUPPORT 6,000

BAKER SCHOOL PTO

205 BEVERLY RD
BROOKLINE,MA02467 		  PC GENERAL CHARITABLE SUPPORT 500

BOSTON AREA RAPE CRISIS CENTER

99 BISHOP ALLEN DRIVE
CAMBRIDGE,MA02139 		  PC GENERAL CHARITABLE SUPPORT 4,500

BROOKLINE EDUCATION FOUNDATION

PO BOX 470652
BROOKLINE,MA02447 		  PC GENERAL CHARITABLE SUPPORT 1,000

BROOKLINE SCHOOLS STAFF CHILDRENS CENTER

162 GODDARD AVE
BROOKLINE,MA02445 		  PC GENERAL CHARITABLE SUPPORT 2,500

BROWN LEDGE CAMP

71 BROWNLEDGE ROAD
COLCHESTER,VT05446 		  PC GENERAL CHARITABLE SUPPORT 5,000

CARE USA

151 ELLIS STREET NORTHEAST
ATLANTA,GA30303 		  PC GENERAL CHARITABLE SUPPORT 65,000

GLOBAL IMPACT

1199 N FAIRFAX STREET SUITE 300
ALEXANDRIA,VA22314 		  PC GENERAL CHARITABLE SUPPORT 300,000

CENTER FOR TEEN EMPOWERMENT

130 WARREN PLACE
BOSTON,MA02119 		  PC GENERAL CHARITABLE SUPPORT 2,000

CENTER FOR THE ARTS NEW HAMPSHIRE

PO BOX 872
NEW LONDON,NH03257 		  PC GENERAL CHARITABLE SUPPORT 1,000

CHESTER ELEMENTARY SCHOOL PTO

23 RIDGE ROAD
CHESTER,CT06412 		  PC GENERAL CHARITABLE SUPPORT 5,000

CHILD FIRST

6 CORPORATE DRIVE
SHELTON,CT06484 		  PC GENERAL CHARITABLE SUPPORT 5,000

COMPASS WORKING CAPITAL

89 SOUTH STREET SUITE 804
BOSTON,MA02111 		  PC GENERAL CHARITABLE SUPPORT 2,000

CONNECTICUT CHILDRENS MEDICAL CENTER FOUNDATION

282 WASHINGTON STREET
HARTFORD,CT06106 		  PC GENERAL CHARITABLE SUPPORT 2,500

CORE

910 NORTH HILL STREET
LOS ANGELES,CA90012 		  PC GENERAL CHARITABLE SUPPORT 20,000

CRISTO REY BROOKLYN HIGH SCHOOL

710 EAST 37TH STREET
BROOKLYN,NY11203 		  PC GENERAL CHARITABLE SUPPORT 10,000

DANA-FARBER CANCER INSTITUTE

450 BROOKLINE AVENUE
BOSTON,MA02215 		  PC GENERAL CHARITABLE SUPPORT 2,500

DIGDEEP

PO BOX 26779
LOS ANGELES,CA90026 		  PC GENERAL CHARITABLE SUPPORT 100,000

DIRECT RELIEF

6100 WALLACE BECKNELL ROAD
SANTA BARBARA,CA93117 		  PC GENERAL CHARITABLE SUPPORT 65,000

DONORS CHOOSE

134 WEST 37TH STREET
NEW YORK,NY10018 		  PC GENERAL CHARITABLE SUPPORT 7,000

DRISCOLL PTO

64 WESTBOURNE TERRACE
BROOKLINE,MA02446 		  PC GENERAL CHARITABLE SUPPORT 10,000

EAST HAMPTON ROTARY FOUNDATION

PO BOX 358
EAST HAMPTON,CT06424 		  PC GENERAL CHARITABLE SUPPORT 2,500

EVERYTOWN FOR GUN SAFETY SUPPORT FUND

PO BOX 4184
NEW YORK,NY10163 		  PC GENERAL CHARITABLE SUPPORT 2,750

EYES OF THE WOMEN

109 THOMAS DRIVE
CHARLOTTESVILLE,VA22903 		  PC GENERAL CHARITABLE SUPPORT 5,000

FAIRBANKS MUSEUM & PLANETARIUM

1302 MAIN STREET
SAINT JOHNSBURY,VT05819 		  PC GENERAL CHARITABLE SUPPORT 25,000

FOCUS HUMANITARIAN ASSISTANCE USA

1700 FIRST COLONY BOULEVARD 300
SUGAR LAND,TX77479 		  PC GENERAL CHARITABLE SUPPORT 30,000

FRIENDS OF CHARLESTOWN HIGH SCHOOL

240 MEDFORD STREET
BOSTON,MA02129 		  PC GENERAL CHARITABLE SUPPORT 20,000

FRIENDS OF THE ABBOTT LIBRARY

11 SOONIPI CIRCLE
SUNAPEE,NH03782 		  PC GENERAL CHARITABLE SUPPORT 11,000

GEORGIA AQUARIUM

225 BAKER STREET NORTHWEST
ATLANTA,GA30313 		  PC GENERAL CHARITABLE SUPPORT 5,000

GIRAFFE CONSERVATION FOUNDATION

17 SOUTH MAGNOLIA AVENUE
ORLANDO,FL32801 		  PC GENERAL CHARITABLE SUPPORT 2,500

GIRLS INC OF NEW HAMPSHIRE

1711 S WILLOW ST UNIT 5
MANCHESTER,NH03103 		  PC GENERAL CHARITABLE SUPPORT 110,000

GLOBAL REFUGE

PO BOX 17467
BALTIMORE,MD21297 		  PC GENERAL CHARITABLE SUPPORT 10,000

GOT LUNCH

20 CHURCH ST
NEWPORT,NH03773 		  PC GENERAL CHARITABLE SUPPORT 10,000

GREENLIGHT FUND

50 MILK STREET 16TH FLOOR
BOSTON,MA02109 		  PC GENERAL CHARITABLE SUPPORT 215,000

HARTFORD STAGE COMPANY

50 CHURCH STREET
HARTFORD,CT06103 		  PC GENERAL CHARITABLE SUPPORT 10,000

HAWAII COMMUNITY FOUNDATION

444 HANA HIGHWAY
KAHULUI,HI96732 		  PC GENERAL CHARITABLE SUPPORT 10,000

HAWAII PEOPLE'S FUNDS

PO BOX 4163
HONOLULU,HI96812 		  PC GENERAL CHARITABLE SUPPORT 10,000

HEBREW IMMIGRANT AID SOCIETY

1300 SPRING STREET
SILVER SPRING,MD20910 		  PC GENERAL CHARITABLE SUPPORT 10,000

HIGH ATLAS FOUNDATION

511 6TH AVENUE K110
NEW YORK,NY10011 		  PC GENERAL CHARITABLE SUPPORT 10,000

HIGH HOPES THERAPEUTIC RIDING

36 TOWN WOODS ROAD
OLD LYME,CT06371 		  PC GENERAL CHARITABLE SUPPORT 5,000

HK RECREATION DEPARTMENT

91 LITTLE CITY RD PO BOX 569
HIGGANUM,CT06441 		  GOV GENERAL CHARITABLE SUPPORT 2,500

HOMELESS PRENATAL PROGRAM

2500 18TH STREET
SAN FRANCISCO,CA94110 		  PC GENERAL CHARITABLE SUPPORT 5,000

I HAVE THE RIGHT TO

4841 FOXHALL CRESCENT NORTHWEST
WASHINGTON,DC20007 		  PC GENERAL CHARITABLE SUPPORT 2,500

INDIGENOUS JUSTICE

1201 J STREET
SACRAMENTO,CA95814 		  PC GENERAL CHARITABLE SUPPORT 20,000

INTEGRATED REFUGEE & IMMIGRANT SERVICES

235 NICOLL STREET
NEW HAVEN,CT06511 		  PC GENERAL CHARITABLE SUPPORT 40,000

INTERNATIONAL MEDICAL CORPS

12400 WILSHIRE BOULEVARD SUITE 1500
LOS ANGELES,CA90025 		  PC GENERAL CHARITABLE SUPPORT 20,000

INTERNATIONAL REFUGEE ASSISTANCE PROJECT

1 BATTERY PARK PLAZA 33RD FLOOR
IRAP
NEW YORK,NY10004 		  PC GENERAL CHARITABLE SUPPORT 10,000

INTERNATIONAL RESCUE COMMITTEE

122 EAST 42ND STREET
NEW YORK,NY10168 		  PC GENERAL CHARITABLE SUPPORT 20,000

JUSTICE RESOURCE INSTITUTE

160 GOULD STREET
NEEDHAM,MA02494 		  PC GENERAL CHARITABLE SUPPORT 2,000

KALAMAZOO COLLEGE

1200 ACADEMY ST
KALAMAZOO,MI49006 		  PC GENERAL CHARITABLE SUPPORT 10,000

KALAMAZOO COMMUNITY FOUNDATION

402 EAST MICHIGAN AVENUE
KALAMAZOO,MI49007 		  PC GENERAL CHARITABLE SUPPORT 10,000

KIDS CLOTHES CLUB

108 UPLAND ROAD
BROOKLINE,MA02445 		  PC GENERAL CHARITABLE SUPPORT 10,000

LAKE SUNAPEE PROTECTIVE ASSOCIATION

PO BOX 683
SUNAPEE,NH03782 		  PC GENERAL CHARITABLE SUPPORT 24,000

LAS MARGARITAS FOUNDATION

PO BOX 1995
CLIFFSIDE PARK,NJ07010 		  PC GENERAL CHARITABLE SUPPORT 30,000

LEARNING COURAGE

698 STATE STREET
PORTSMOUTH,NH03801 		  PC GENERAL CHARITABLE SUPPORT 2,500

LIBRARY ARTS CENTER

58 N MAIN STREET
NEWPORT,NH03773 		  PC GENERAL CHARITABLE SUPPORT 10,000

LIFTING HANDS INTERNATIONAL

963 E HUDSON AVENUE
SALT LAKE CITY,UT84106 		  PC GENERAL CHARITABLE SUPPORT 67,500

LOVIN' SPOONFULS

189 WELLS AVENUE SUITE 100
NEWTON,MA02459 		  PC GENERAL CHARITABLE SUPPORT 100,000

MAIN STREET VENTURES

1311 VINE STREET
CINCINNATI,OH45202 		  PC GENERAL CHARITABLE SUPPORT 1,000

MAKOCE IKIKCUPI (LAND RECOVERY)

PO BOX 21
GRANITE FALLS,MN56241 		  PC GENERAL CHARITABLE SUPPORT 10,000

MARGUERITE'S PLACE

87 PALM STREET
NASHUA,NH03060 		  PC GENERAL CHARITABLE SUPPORT 2,000

MATTHEW HOUSE

2820 SOUTH ALMA SCHOOL ROAD STE
18-223
CHANDLER,AZ85286 		  PC GENERAL CHARITABLE SUPPORT 62,000

MAUI FOOD BANK

760 KOLU STREET
WAILUKU,HI96793 		  PC GENERAL CHARITABLE SUPPORT 10,000

MAUI HUMANE SOCIETY

PO BOX 1047
KAHULUI,HI96784 		  PC GENERAL CHARITABLE SUPPORT 10,000

MAUI UNITED WAY

95 MAHALANI STREET
WAILUKU,HI96793 		  PC GENERAL CHARITABLE SUPPORT 10,000

MEDIA POWER YOUTH

1045 ELM STREET
MANCHESTER,NH03101 		  PC GENERAL CHARITABLE SUPPORT 2,000

MIDDLESEX HOSPITAL

28 CRESCENT STREET
MIDDLETOWN,CT06457 		  PC GENERAL CHARITABLE SUPPORT 2,500

MISSING AND MURDERED INDIGENOUS WOMEN

11640 SOUTHWEST BOONES FERRY ROAD
PORTLAND,OR97219 		  PC GENERAL CHARITABLE SUPPORT 10,000

NA KEIKI O EMALIA

95 MAHALANI STREET
WAILUKU,HI96793 		  PC GENERAL CHARITABLE SUPPORT 10,000

NASHUA SOUP KITCHEN AND SHELTER INC

PO BOX 3116
NASHUA,NH03061 		  PC GENERAL CHARITABLE SUPPORT 100,000

NATIONAL CENTER FOR YOUTH LAW

1212 BROADWAY
OAKLAND,CA94612 		  PC GENERAL CHARITABLE SUPPORT 2,000

NATIONAL INDIGENOUS WOMEN'S RESOURCE CENTER

515 LAME DEER AVENUE
LAME DEER,MT59043 		  PC GENERAL CHARITABLE SUPPORT 10,000

NATIVE HOPE

PO BOX 576 112 SOUTH MAIN STREET
CHAMBERLAIN,SD57325 		  PC GENERAL CHARITABLE SUPPORT 10,000

NATIVE WOMEN'S COLLECTIVE

2327 KAREN CT
ARCATA,CA95521 		  PC GENERAL CHARITABLE SUPPORT 10,000

NETWORK OF ENGAGED INTERNATIONAL DONORS

131 DARTMOUTH STREET 3RD FLOOR
BOSTON,MA02116 		  PC GENERAL CHARITABLE SUPPORT 2,500

NEW ENGLAND AQUARIUM

CENTRAL WHARF
BOSTON,MA02110 		  PC GENERAL CHARITABLE SUPPORT 2,500

NEW HAMPSHIRE AUDUBON

84 SILK FARM ROAD
CONCORD,NH03301 		  PC GENERAL CHARITABLE SUPPORT 1,000

NEW HAMPSHIRE FOOD BANK

700 EAST INDUSTRIAL PARK DRIVE
MANCHESTER,NH03109 		  PC GENERAL CHARITABLE SUPPORT 4,500

NEW HAMPSHIRE PUBLIC RADIO

2 PILLSBURY STREET 6TH FLOOR
CONCORD,NH03301 		  PC GENERAL CHARITABLE SUPPORT 2,500

NEW HAMPSHIRE WOMEN'S FOUNDATION

18 LOW AVENUE SUITE 205
CONCORD,NH03301 		  PC GENERAL CHARITABLE SUPPORT 1,500

NEW LONDON BARN PLAYHOUSE

84 MAIN STREET
NEW LONDON,NH03257 		  PC GENERAL CHARITABLE SUPPORT 5,000

NEW LONDON HOSPITAL

273 COUNTY RD
NEW LONDON,NH03257 		  PC GENERAL CHARITABLE SUPPORT 7,500

NEWPORT MONTESSORI SCHOOL

96 PINE STREET / PO BOX 634
NEWPORT,NH03773 		  PC GENERAL CHARITABLE SUPPORT 100,000

NIS'TO INCORPORATED

215 WEST PINE ST
SISSETON,SD57262 		  PC GENERAL CHARITABLE SUPPORT 54,500

NORTH AMERICAN TRADITIONAL INDIGENOUS FOOD SYSTEMS

MIDTOWN GLOBAL MARKET 920 E LAKE ST
107
MINNEAPOLIS,MN55407 		  PC GENERAL CHARITABLE SUPPORT 7,000

NORTHERN STAGE COMPANY

76 GATES STREET
HARTFORD,VT05001 		  PC GENERAL CHARITABLE SUPPORT 10,000

NORWICH FARM FOUNDATION

701 TURNPIKE ROAD
NORWICH,VT05055 		  PC GENERAL CHARITABLE SUPPORT 10,000

OAK HILL

120 HOLCOMB STREET
HARTFORD,CT06112 		  PC GENERAL CHARITABLE SUPPORT 2,000

PALESTINE CHILDREN'S RELIEF FUND

PO BOX 861716
LOS ANGELES,CA90086 		  PC GENERAL CHARITABLE SUPPORT 25,000

PERKINS SCHOOL FOR THE BLIND

175 NORTH BEACON STREET
WATERTOWN,MA02472 		  PC GENERAL CHARITABLE SUPPORT 5,000

PLANNED PARENTHOOD FEDERATION OF AMERICA

PO BOX 97166
WASHINGTON,DC20090 		  PC GENERAL CHARITABLE SUPPORT 5,000

POMEGRANATEAID

2543 SOUTH 1700 EAST
SALT LAKE CITY,UT84106 		  PC GENERAL CHARITABLE SUPPORT 50,000

PROJECT SUNAPEE

PO BOX 602
SUNAPEE,NH03782 		  PC GENERAL CHARITABLE SUPPORT 5,000

PROTECT DEMOCRACY PROJECT

2020 PENNSYLVANIA AVENUE NW 163
WASHINGTON,DC20006 		  PC GENERAL CHARITABLE SUPPORT 2,500

REFUGEPOINT

89 SOUTH STREET 2
BOSTON,MA02111 		  PC GENERAL CHARITABLE SUPPORT 10,000

RISING HEARTS

250 EAST ELIZABETH STREET SUITE 115
HARRISONBURG,VA22802 		  PC GENERAL CHARITABLE SUPPORT 10,000

ROSLINDALE FOOD COLLECTIVE

319 KITTREDGE STREET
BOSTON,MA02131 		  PC GENERAL CHARITABLE SUPPORT 2,500

SANDY HOOK PROMISE FOUNDATION

PO BOX 3489
NEWTOWN,CT06470 		  PC GENERAL CHARITABLE SUPPORT 2,750

SEPSIS ALLIANCE

3180 UNIVERSITY AVENUE
SAN DIEGO,CA92104 		  PC GENERAL CHARITABLE SUPPORT 5,000

SHANTI BHAVAN CHILDREN'S PROJECT

141 HAWKINS PLACE PMB 192
BOONTON,NJ07005 		  PC GENERAL CHARITABLE SUPPORT 5,000

SHELDRICK WILDLIFE TRUST USA

25283 CABOT ROAD
LAGUNA HILLS,CA92653 		  PC GENERAL CHARITABLE SUPPORT 10,000

SHELTERBOX

101 INNOVATION PLACE
SANTA BARBARA,CA93108 		  PC GENERAL CHARITABLE SUPPORT 20,000

SHINING HOPE FOR COMMUNITIES INC

11 PARK PLACE 3RD FLOOR
NEW YORK,NY10007 		  PC GENERAL CHARITABLE SUPPORT 10,000

SHORELINE SOUP KITCHENS & PANTRIES

PO BOX 804
ESSEX,CT06426 		  PC GENERAL CHARITABLE SUPPORT 5,000

SOUTH CONGREGATIONAL CHURCH

20 CHURCH ST
NEWPORT,NH03773 		  PC GENERAL CHARITABLE SUPPORT 10,000

SOVEREIGN BODIES INSTITUTE

101 BROOKWOOD AVE SUITE 204
SANTA ROSA,CA95404 		  PC GENERAL CHARITABLE SUPPORT 10,000

STEMATCH

6 MONROE ROAD
WELLESLEY,MA02481 		  PC GENERAL CHARITABLE SUPPORT 2,000

SUNAPEE HISTORICAL SOCIETY

PO BOX 501
SUNAPEE,NH03782 		  PC GENERAL CHARITABLE SUPPORT 8,000

THE ALS ASSOCIATION

1300 WILSON BOULEVARD SUITE 600
ARLINGTON,VA22209 		  PC GENERAL CHARITABLE SUPPORT 10,000

THE CHAPTER HOUSE

1438 ALLESANDRO STREET
LOS ANGELES,CA90026 		  PC GENERAL CHARITABLE SUPPORT 2,500

THE COUNCIL FOR NATIVE HAWAIIAN ADVANCEMENT

91-1270 KINOIKI ST BLDG 1
KAPOLEI,HI96707 		  PC GENERAL CHARITABLE SUPPORT 10,000

THE FELLS

456 ROUTE 103A PO BOX 276
NEWBURY,NH03255 		  PC GENERAL CHARITABLE SUPPORT 3,000

THE KELSEY

1 SANSOME STREET
SAN FRANCISCO,CA94104 		  PC GENERAL CHARITABLE SUPPORT 2,500

THE KWEK SOCIETY

3469 N EDISON ST
ARLINGTON,VA22207 		  PC GENERAL CHARITABLE SUPPORT 20,000

THE LIVERY - SUNAPEE HERITAGE ALLIANCE

PO BOX 72
SUNAPEE,NH03782 		  PC GENERAL CHARITABLE SUPPORT 10,000

THE PHOENIX

54 NEWMARKET SQUARE
BOSTON,MA02118 		  PC GENERAL CHARITABLE SUPPORT 50,000

THE SASAMANI FOUNDATION

PO BOX 315
OLD MYSTIC,CT06372 		  PC GENERAL CHARITABLE SUPPORT 5,000

THE UNCOMFORTABLE CONVERSATION

40 SHERWOOD ST 2
ROSLINDALE,MA02131 		  PC GENERAL CHARITABLE SUPPORT 25,000

TOWN OF CHESTER - PARKS AND RECREATION

203 MIDDLESEX AVE
CHESTER,CT06412 		  GOV GENERAL CHARITABLE SUPPORT 2,500

TRENTON AREA SOUP KITCHEN

PO BOX 872
TRENTON,NJ08605 		  PC GENERAL CHARITABLE SUPPORT 2,000

TRI-TOWN YOUTH SERVICES BUREAU INC

PO BOX 897 56 HIGH STREET
DEEP RIVER,CT06417 		  PC GENERAL CHARITABLE SUPPORT 5,000

TURNING POINTS NETWORK

11 SCHOOL STREET
CLAREMONT,NH03743 		  PC GENERAL CHARITABLE SUPPORT 50,000

UNIVERSITY OF NEW HAMPSHIRE

105 MAIN STREET
DURHAM,NH03824 		  PC GENERAL CHARITABLE SUPPORT 1,000

UNIVERSITY OF VIRGINIA

90 MCCORMICK PEABODY HALL RD
CHARLOTTESVILLE,VA22903 		  PC GENERAL CHARITABLE SUPPORT 2,500

VERMONT INSTITUTE OF NATURAL SCIENCE

VINS NATURE CENTER PO BOX 1281
QUECHEE,VT05059 		  PC GENERAL CHARITABLE SUPPORT 2,000

VOTEAMERICA

14 HUDSON AVE SUITE 403
GLENS FALLS,NY12801 		  PC GENERAL CHARITABLE SUPPORT 2,500

WBUR

890 COMMONWEALTH AVENUE 3RD FLOOR
BOSTON,MA02215 		  PC GENERAL CHARITABLE SUPPORT 2,500

WEST CENTRAL BEHAVIORAL HEALTH

85 MECHANIC ST SUITE C2-1 BOX A-10
LEBANON,NH03766 		  PC GENERAL CHARITABLE SUPPORT 100,000

WGBH

1 GUEST STREET
BOSTON,MA02135 		  PC GENERAL CHARITABLE SUPPORT 2,500

WHERE ANGELS PLAY FOUNDATION

PO BOX 670
OCEAN TOWNSHIP,NJ07755 		  PC GENERAL CHARITABLE SUPPORT 2,000

WIKIMEDIA FOUNDATION

PO BOX 98204
WASHINGTON,DC20090 		  PC GENERAL CHARITABLE SUPPORT 1,000

WILDLIFE CONSERVATION SOCIETY - BRONX ZOO

2300 SOUTHERN BOULEVARD
THE BRONX,NY10460 		  PC GENERAL CHARITABLE SUPPORT 5,000

WILMOT VOLUNTEER FIRE DEPARTMENT

PO BOX 33
WILMOT,NH03287 		  PC GENERAL CHARITABLE SUPPORT 10,000

WOMEN HELPING WOMEN

215 E 9TH ST 7TH FLOOR
CINCINNATI,OH45202 		  PC GENERAL CHARITABLE SUPPORT 1,000

WORLD CENTRAL KITCHEN

1342 FLORIDA AVENUE NW
WASHINGTON,DC20009 		  PC GENERAL CHARITABLE SUPPORT 150,000

WUMB RADIO

100 MORRISSEY BOULEVARD
BOSTON,MA02125 		  PC GENERAL CHARITABLE SUPPORT 2,500

ZOO NEW ENGLAND

ONE FRANKLIN PARK ROAD
BOSTON,MA02121 		  PC GENERAL CHARITABLE SUPPORT 5,500
Total .................................right arrow 3a 2,811,500
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 ........... 		    14 582  
4 Dividends and interest from securities ....     14 950,227  
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 .....         13,323
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 -98,634  
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) .. 0 852,175 13,323
13Total. Add line 12, columns (b), (d), and (e)..................
13
865,498
(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.)
7 INCOME FROM PARTNERSHIP K-1S
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 BURKEHAVEN FAMILY FOUNDATION
EIN:
82-6746205
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 6,090 1,523 0 4,567

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE BURKEHAVEN FAMILY FOUNDATION
EIN:
82-6746205
Name of Bond End of Year Book Value End of Year Fair Market Value
BOND FUNDS 27,720,955 34,813,175

TY 2023 InvestmentsOtherSchedule2
Name:
THE BURKEHAVEN FAMILY FOUNDATION
EIN:
82-6746205
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALTERNATIVE INVESTMENTS FMV 2,310,765 2,238,485

TY 2023 OtherDecreasesSchedule
Name:
THE BURKEHAVEN FAMILY FOUNDATION
EIN:
82-6746205
Description Amount
TIMING DIFFERENCE 85,278


TY 2023 OtherExpensesSchedule
Name:
THE BURKEHAVEN FAMILY FOUNDATION
EIN:
82-6746205
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE SUPPLIES & SOFTWARE 3,681 0 0 3,681
RESEARCH SERVICES 1,898 0 0 1,898
MISCELLANEOUS INVESTMENT DEDUCTIONS FROM K-1S 144,713 144,713 0 0


TY 2023 OtherIncomeSchedule2
Name:
THE BURKEHAVEN FAMILY FOUNDATION
EIN:
82-6746205
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
INCOME FROM PTP K-1S 13,323 13,323  


TY 2023 OtherLiabilitiesSchedule
Name:
THE BURKEHAVEN FAMILY FOUNDATION
EIN:
82-6746205
Description Beginning of Year - Book Value End of Year - Book Value
PAYROLL LIABILITIES 27 49


TY 2023 OtherProfessionalFeesSchedule
Name:
THE BURKEHAVEN FAMILY FOUNDATION
EIN:
82-6746205
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY 56,041 56,041 0 0


TY 2023 TaxesSchedule
Name:
THE BURKEHAVEN FAMILY FOUNDATION
EIN:
82-6746205
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 27,902 27,902 0 0
MA FILING FEE 250 0 0 0
NH FILING FEE 75 0 0 0
FEDERAL TAXES 45,000 0 0 0