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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE BURKE FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)CO LH FRISHKOFF 546 5TH AVE 9 FL
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY100365000
A Employer identification number

22-3341317
B Telephone number (see instructions)

(212) 339-8502
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$3,654,662J 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 5,925 5,925  
4 Dividends and interest from securities... 125,939 125,939  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 194,830
b Gross sales price for all assets on line 6a 551,563
7 Capital gain net income (from Part IV, line 2)... 194,830
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
2,208 2,208  
12 Total. Add lines 1 through 11........ 328,902 328,902  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,400 5,628   2,772
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
39,966 39,966   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,644 4,644   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
408 158   250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 53,418 50,396   3,022
25 Contributions, gifts, grants paid....... 165,599 165,599
26 Total expenses and disbursements. Add lines 24 and 25 219,017 50,396   168,621
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 109,885
b Net investment income (if negative, enter -0-) 278,506
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 79,388 67,861 67,861
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) 14,183 Click to see attachment
List of Attached Documents:
// Content
26,061 		26,061
b Investments—corporate stock (attach schedule)....... 2,403,536 Click to see attachment
List of Attached Documents:
// Content
2,500,593 		3,560,740
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,497,107 2,594,515 3,654,662
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 4,956,813 4,956,813
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -2,459,706 -2,362,298
29 Total net assets or fund balances (see instructions)..... 2,497,107 2,594,515
30 Total liabilities and net assets/fund balances (see instructions). 2,497,107 2,594,515
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,497,107
2
Enter amount from Part I, line 27a .....................
2
109,885
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,606,992
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
12,477
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,594,515
Form 990-PF (2024)
Form 990-PF (2024)
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 3000 NEW YORK CMNTY BANCORP INC. P 2023-05-23 2024-03-08
b 1000 RITHM CAPITAL CORP. P 2023-04-19 2024-12-09
c 13000 ALTRIA GROUP INC. P 2023-08-18 2024-07-30
d 127000 ALTRIA GROUP INC. P 2023-08-18 2024-10-22
e 500 BLACKSTONE SECURED LENDING P 2024-10-23 2024-12-09
1100 STELLANTIS N V P 2023-08-18 2024-03-06
1000 STELLANTIS N V P 2023-08-18 2024-12-09
9 BROADCOM INC. P 2020-08-27 2024-05-29
58 BROADCOM INC. P 2020-08-27 2024-11-15
105 BROADCOM INC. P 2020-11-03 2024-12-19
140 CHUBB LTD P 2015-09-23 2024-04-30
72 CHUBB LTD P 2015-09-23 2024-08-26
216 CONOCOPHILLIPS P 2012-06-15 2024-08-09
216 CONOCOPHILLIPS P 2012-06-15 2024-08-12
1035 INTEL CORP. P 2022-10-18 2024-08-02
208 PHILIP MORRIS INTL P 2008-04-25 2024-08-12
208 PHILIP MORRIS INTL P 2008-04-25 2024-08-12
318 RTX CORP. P 2020-04-03 2024-08-12
318 RTX CORP. P 2020-04-03 2024-08-12
105 TRAVELERS COMPANIES INC. P 2009-03-27 2024-08-12
105 TRAVELERS COMPANIES INC. P 2014-01-06 2024-08-12
1000 BLACK STONE MINERALS LP MLP P 2023-04-19 2024-05-21
GS VINTAGE FUND IV, LP P 2006-10-31 2024-12-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 8,986   33,016 -24,030
b 11,146   7,871 3,275
c 10,273   9,345 928
d 101,764   91,295 10,469
e 16,044   15,522 522
29,877   19,536 10,341
13,621   17,760 -4,139
12,532   3,051 9,481
10,019   1,966 8,053
24,661   3,572 21,089
34,927   14,133 20,794
19,868   7,269 12,599
23,671   10,668 13,003
23,742   10,668 13,074
22,159   41,756 -19,597
24,239   10,454 13,785
24,196   10,454 13,742
37,176   7,197 29,979
37,125   7,197 29,928
22,166   9,198 12,968
22,311   9,500 12,811
16,060   15,305 755
5,000     5,000
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       -24,030
b       3,275
c       928
d       10,469
e       522
      10,341
      -4,139
      9,481
      8,053
      21,089
      20,794
      12,599
      13,003
      13,074
      -19,597
      13,785
      13,742
      29,979
      29,928
      12,968
      12,811
      755
      5,000
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 2 194,830
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 3,871
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 3,871
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 3,871
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,800
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,800
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,071
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? 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 arrowLH FRISHKOFF COMPANY LLP Telephone no.right arrow (212) 808-0070

Located atright arrow546 FIFTH AVENUE 9 FLNEW YORKNY ZIP+4right arrow10036
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JAMES J BURKE JR TRUSTEE
3.00 		0 0 0
LH FRISHKOFF CO LLP 546 5TH AVE 9TH
FL
NEW YORK,NY10036
JEANNE J BURKE TRUSTEE
1.00 		0 0 0
LH FRISHKOFF CO LLP 546 5TH AVE 9TH
FL
NEW YORK,NY10036
JAMES J BURKE III TRUSTEE
0.10 		0 0 0
LH FRISHKOFF CO LLP 546 5TH AVE 9TH
FL
NEW YORK,NY10036
JENNIFER J BURKE TRUSTEE
0.10 		0 0 0
LH FRISHKOFF CO LLP 546 5TH AVE 9TH
FL
NEW YORK,NY10036
BRIAN BURKE TRUSTEE
0.10 		0 0 0
LH FRISHKOFF CO LLP 546 5TH AVE 9TH
FL
NEW YORK,NY10036
PHILIPPA C BURKE TRUSTEE
0.10 		0 0 0
LH FRISHKOFF CO LLP 546 5TH AVE 9TH
FL
NEW YORK,NY10036
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 N/A 0
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
3,603,056
b
Average of monthly cash balances.......................
1b
31,373
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,634,429
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
3,634,429
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
54,516
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,579,913
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
178,996
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
178,996
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,871
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,871
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
175,125
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
175,125
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
175,125
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
168,621
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
168,621
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 175,125
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 450,022
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023...... 5,285
f Total of lines 3a through e ........ 455,307
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 168,621
a Applied to 2023, 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 2024 distributable amount..... 168,621
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 6,504 6,504
(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 5 448,803
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		443,518
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		5,285
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 5,285
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
JAMES J BURKE JR
JEANNE J BURKE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ALL STARS PROJECT

543 WEST 42ND STREET
NEW YORK,NY10036 		NONE OTHER PUBLIC CHARITY TO SUPPORT ASP INVEST IN CRITICAL NEW PROGRAM STAFF POSITIONS AND CREATE A NEW HOME FOR ALL STARS IN NYC. 34,800

AMERICAN MUSEUM OF NATIONAL HISTORY

200 CENTRAL PARK WEST
NEW YORK,NY10074 		NONE OTHER PUBLIC CHARITY TO SUPPORT THE MUSEUM'S CONTINUING EFFORTS TO EXPAND THE BOUNDARIES OF HUMAN KNOWLEDGE AND FOSTER SCIENCE LITERACY IN LEARNERS OF ALL AGES. 21,104

BROWN UNIVERSITY

PO BOX 1893
PROVIDENCE,RI02912 		NONE OTHER PUBLIC CHARITY TO PROVIDE ESSENTIAL FUNDING TO BROWN ALUMNI MAGAZINE'S OPERATING BUDGET. 100

BROWN UNIVERSITY

PO BOX 1893
PROVIDENCE,RI02912 		NONE OTHER PUBLIC CHARITY TO PROVIDE NEARLY 1,000 STUDENT-ATHLETES WITH AN ENRICHING EXPERIENCE AS THEY REPRESENT BROWN WITH AN INDOMITABLE SPIRIT. 8,000

COMMUNITY BIKE WORKS

235 N MADISON ST
ALLENTOWN,PA18102 		NONE OTHER PUBLIC CHARITY TO HELP TEACH LIFE LESSONS THROUGH BICYCLES TO THE YOUNG PEOPLE OF THE LEHIGH VALLEY WHO COULD BENEFIT MOST. BUILD PROTECTIVE RELATIONSHIPS WITH ADULT MENTORS IN A SAFE SPACE. LEARN LIFE AND STEAM SKILLS. 100

CONSUMER REPORTS

101 TRUMAN AVENUE
YONKERS,NY10703 		NONE OTHER PUBLIC CHARITY TO HELP TEST THE PRODUCTS AND SERVICES MILLIONS OF CONSUMERS USE EVERY DAY, CREATING A FAIR AND JUST MARKETPLACE FOR ALL. 150

GHYC FOUNDATION

96 WASHINGTON ST
NANTUCKET,MA02554 		NONE OTHER PUBLIC CHARITY TO FUNDS EFFORTS THAT SUPPORT CLEAN WATERS, SHELLFISH POPULATIONS, YOUTH EDUCATION AND MANY OTHER AVENUES OF IMPACT THAT HELP US KEEP NANTUCKET HARBOR WILD. 4,700

GREATER ALLIANCE HOPES AND DREAMS FOUNDATION FOR CHILDREN

40 W CENTURY RD
PARAMUS,NJ07652 		NONE OTHER PUBLIC CHARITY TO HELP LESS FORTUNATE CHILDREN AND THOSE WITH DISABILITIES, OVERCOME FINANCIAL OBSTACLES AND MAKING A DIFFERENCE IN THEIR LIVES. 500

GREENWICH UNITED WAY

2 DEARFIELD DRIVE SUITE 300
GREENWICH,CT06831 		NONE OTHER PUBLIC CHARITY TO PROVIDE SUPPORT FOR GREENWICH'S MOST CRITICAL NEEDS, AND AID THE NEIGHBORS THAT NEED HELP TO MEET THE DAILY CHALLENGES THEY FACE. 750

HARVARD BUSINESS SCHOOL

124 MOUNT AUBURN STREET
CAMBRIDGE,MA02138 		NONE OTHER PUBLIC CHARITY HARVARD BUSINESS SCHOOL FUND FOR FINANCIAL AID, MBA PROGRAM, FACULTY, CASE WRITING, AND RESEARCH. 1,500

HARVARD CLUB OF NEW YORK CITY

35 WEST 44TH STREET
NEW YORK,NY10036 		NONE OTHER PUBLIC CHARITY TO PROVIDE FUNDING FOR DESERVING HIGH SCHOOL SENIORS FROM THE FIVE BOROUGHS WHO COULD NOT OTHERWISE AFFORD TO ATTEND THE COLLEGE. 250

HARVARD MAGAZINE

7 WARE STREET
CAMBRIDGE,MA02138 		NONE OTHER PUBLIC CHARITY TO PROVIDE INFORMATION CONCERNING THE INTELLECTUAL LIFE AND WORK OF THE HARVARD COMMUNITY, PROVIDE IN-DEPTH ANALYSIS OF THE TEACHING, RESEARCH AND LEARNING UNDERWAY, AND OBJECTIVELY REPORT ON UNIVERSITY NEWS AND POLICIES. 100

LITERACY INC

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

MANASQUAN RIVER GOLF FOUNDATION

1011 HIGHWAY 71 SUITE 200
SPRING LAKE,NJ07762 		NONE OTHER PUBLIC CHARITY TO FUND SCHOLARSHIPS & ASSIST STUDENT FINANCIAL AID. 250

MEMORIAL SLOAN KETTERING CANCER CENTER

1275 YORK AVENUE
NEW YORK,NY10065 		NONE OTHER PUBLIC CHARITY TO HELP SUPPORT LEADING-EDGE RESEARCH, WORLD-CLASS CANCER CARE FOR PATIENTS AND THEIR FAMILIES, AND VITAL EDUCATION PROGRAMS TO TRAIN THE NEXT GENERATION OF CANCER SPECIALISTS. 350

MONMOUTH COUNTY HISTORICAL

70 COURT STREET
FREEHOLD,NJ07728 		NONE OTHER PUBLIC CHARITY TO HELP MCHA COLLECT, PRESERVE, AND INTERPRET MONMOUTH COUNTY'S RICH HISTORY AND CULTURE WHILE MAKING ITS RESOURCES AVAILABLE TO THE WIDEST POSSIBLE AUDIENCE. 600

NANTUCKET HISTORICAL ASSOCIATION

15 BROAD ST
NANTUCKET,MA02554 		NONE OTHER PUBLIC CHARITY TO SUPPORT THE HISTORY OF NANTUCKET THROUGH ITS PROGRAMS, COLLECTIONS, AND PROPERTIES. 2,000

NANTUCKET SHELLFISH ASSOCIATION

PO BOX 604
NANTUCKET,MA02554 		NONE OTHER PUBLIC CHARITY TO HELP PRESERVE AND PROTECT NANTUCKET'S HARBORS, WATER QUALITY, AND SHELLFISH RESOURCES. 500

OUR HOUSE FOUNDATION

76 FLORAL AVENUE
MURRAY HILL,NJ07974 		NONE OTHER PUBLIC CHARITY TO PROVIDE ADDITIONAL COMMUNITY HOUSING, DAY PROGRAMS AND EMPLOYMENT FOR INDIVIDUALS WITH DISABILITIES, WHO ONLY NEED A CHANCE TO PROVE THEMSELVES. 5,279

PRIESTS OF THE SACRED HEART

PO BOX 367
HALES CORNERS,WI53130 		NONE OTHER PUBLIC CHARITY TO HELP SUPPORT THE MISSIONARY ACTIVITIES OF THE PSH AMONG PEOPLE IN NEED THROUGHOUT THE WORLD. 550

ROUNDABOUT THEATRE CORP

231 WEST 39TH ST STE 1200
NEW YORK,NY10018 		NONE OTHER PUBLIC CHARITY TO SUPPORT ROUNDABOUT'S MANY PROGRAMS, INCLUDING EDUCATION, AND THE EFFORTS TO AMPLIFY AND STRENGTHEN THEIR COMMITMENT TO EQUITY, DIVERSITY, AND INCLUSION - BOTH ON AND OFF STAGES. 26,500

ROUNDABOUT THEATRE CORP

231 WEST 39TH ST STE 1200
NEW YORK,NY10018 		NONE OTHER PUBLIC CHARITY TO OFFER NATIONALLY RECOGNIZED PROGRAMS THAT USE THE STIMULATING POWER OF THE ARTS TO INSPIRE, ENGAGE, AND PROMOTE SOCIAL EQUITY. 5,000

ROUNDABOUT THEATRE CORP

231 WEST 39TH ST STE 1200
NEW YORK,NY10018 		NONE OTHER PUBLIC CHARITY TO BENEFIT THE STUDENTS, TEACHERS, AND ARTISTS THAT WORK BOTH ON AND OFF THE STAGE. 4,816

SCONSET TRUST

PO BOX 821
SIASCONSET,MA02564 		NONE OTHER PUBLIC CHARITY TO SUPPORT LAND CONSERVATION AND HISTORIC PRESERVATION IN AND AROUND THE VILLAGE OF SIASCONSET. 5,250

SETON HALL PREPARATORY SCHOOL

120 NORTHFIELD AVENUE
WEST ORANGE,NJ07052 		NONE OTHER PUBLIC CHARITY TO PROVIDE STUDENTS FROM ALL WALKS OF LIFE WITH EVERYTHING THEY NEED TO THRIVE DURING THE MOST FORMATIVE YEARS. 20,000

SHREWSBURY FIRST AID SQUAD

115 HADDON AVE
SHREWSBURY,NJ07702 		NONE OTHER PUBLIC CHARITY TO ENABLE THE SQUAD TO PURCHASE THE NECESSARY LIFE-SAVING EQUIPMENT AND SUPPLIES AND TO PROVIDE THE NECESSARY TRAINING TO ENSURE THE BEST EMERGENCY MEDICAL SERVICES AVAILABLE. 50

SHREWSBURY PBA

PO BOX 7398
SHREWSBURY,NJ07702 		NONE OTHER PUBLIC CHARITY TO SUPPORT SHREWSBURY POLICE DEPARTMENT. 50

THE FUND FOR PARK AVENUE

445 PARK AVENUE 9TH FLOOR
NEW YORK,NY10022 		NONE OTHER PUBLIC CHARITY TO PLANT AND MAINTAIN THE TREES AND FLOWERS ON THE PARK AVENUE MALLS. 500

THE JIMMY FUND

10 BROOKLINE PLACE WEST 6TH FLOOR
BROOKLINE,MA02445 		NONE OTHER PUBLIC CHARITY TO SUPPORT THE DANA-FARBER CAMPAIGN AND THE STRATEGIC GOALS TO EXPAND INNOVATION IN THEIR LABS, AND TRAINING FOR THE NEXT GENERATION OF ONCOLOGY LEADERS TO DEFY CANCER. 750

THE JOSEPH FUND CAMDEN

PO BOX 7
MURRAY HILL,NJ08062 		NONE OTHER PUBLIC CHARITY TO HELP THE FAMILIES OF CAMDEN FILL THE GAPS BETWEEN THEIR INVESTMENT IN THEIR CHILD'S EDUCATION, AND THE BALANCE OF THEIR TUITION. 1,000

THE PAN-MASSACHUSETTS CHALLENGE

77 4TH AVENUE
NEEDHAM,MA02494 		NONE OTHER PUBLIC CHARITY THE PMC SUPPORTS THE INNOVATIVE WORK OF DOCTORS, NURSES, AND SCIENTISTS AT DANA-FARBER CANCER INSTITUTE AND THEIR SEARCH FOR CURES FOR CANCERS AND REALTES DISEASES. 2,000

THE SCHOLARSHIP FUND FOR INNER-CITY CHILDREN

171 CLIFTON AVENUE
NEWARK,NJ07104 		NONE OTHER PUBLIC CHARITY TO HELP INCREASE THE NUMBER OF PROMISING STUDENTS WHO BENEFIT FROM SCHOLARSHIPS TO ATTEND A PRIVATE OR PAROCHIAL SCHOOL IN BERGEN, ESSEX, HUDSON AND UNION COUNTIES. 600

WRITERS GUILD OF AMERICA

250 HUDSON STREET
NEW YORK,NY10013 		NONE OTHER PUBLIC CHARITY TO HELP FULFILL WGA MISSION OF SHARING THE TOOLS OF STORYTELLING AND WRITING WITH THE VULNERABLE POPULATIONS THROUGH WORKSHOPS. 10,000
Total .................................right arrow 3a 165,599
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 5,925  
4 Dividends and interest from securities ....     14 125,939  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 2,208  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 194,830  
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) .. 0 328,902 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
328,902
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE BURKE FAMILY FOUNDATION
EIN:
22-3341317
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING AND TAX PREPARATION 8,400 5,628   2,772

TY 2024 InvestmentsCorpStockSchedule
Name:
THE BURKE FAMILY FOUNDATION
EIN:
22-3341317
Name of Stock End of Year Book Value End of Year Fair Market Value
SCHWAB 5044: 3500 SHS - STELLANTIS N V 62,160 45,675
SCHWAB 5088: 559 SHS - CROWN CASTLE INC 52,411 50,735
SCHWAB 5088: 3405 SHS - KENVUE INC 71,675 72,697
SCHWAB 5088: 1098 SHS - MORGAN STANLEY 43,567 138,041
SCHWAB 5088: 1532 SHS - DOW INC 73,984 61,479
SCHWAB 5088: 1245 SHS - CITIGROUP INC. 84,228 87,636
SCHWAB 5088: 1463 SHS - NEXTERA ENERGY INC 22,950 104,882
SCHWAB 5088: 457 SHS - BROADCOM INC. 18,555 105,951
SCHWAB 5088: 119 SHS - MICROSOFT CORP 3,263 50,159
SCHWAB 5088: 274 SHS - DIAGEO PLC NEW ADR 15,386 34,834
SCHWAB 5088: 299 SHS - GENERAL DYNAMICS CO. 51,152 78,784
SCHWAB 5088: 314 SHS - LOWES COMPANIES INC. 30,034 77,495
SCHWAB 5088: 236 SHS - TRAVELERS COMPANIES INC 33,964 56,850
SCHWAB 5088: 476 SHS - TARGET CORP 43,261 64,346
SCHWAB 5088: 438 SHS - UNITED PARCEL 72,561 55,232
SCHWAB 5088: 521 SHS - GENUINE PARTS CO 16,791 60,832
SCHWAB 5088: 567 SHS - CHEVRON CORP 61,789 82,124
SCHWAB 5088: 357 SHS - CHUBB LTD 38,745 98,639
SCHWAB 5088: 2340 SHS - WALMART INC. 95,047 211,419
SCHWAB 5088: 687 SHS - MERCK & CO INC 26,042 68,343
SCHWAB 5088: 643 SHS - RAYTHEON COMPANY NEW 51,020 74,408
SCHWAB 5088: 965 SHS - NOVARTIS AG 60,139 93,904
SCHWAB 5088: 1000 SHS - ALTRIA GROUP INC 23,546 52,290
SCHWAB 5088: 807 SHS - PHILIP MORRIS INTL INC 72,724 97,122
SCHWAB 5088: 1091 SHS - MEDTRONIC PLC 104,700 87,149
SCHWAB 5088: 752 SHS - EXXON MOBILE CORP 58,327 80,893
SCHWAB 5088: 1157 SHS - UNILEVER NV NY SHS NEW 25,747 65,602
SCHWAB 5088: 1033 SHS - SIEMENS AG 67,347 99,870
SCHWAB 5088: 1777 SHS - CISCO SYSTEMS INX 58,644 105,198
SCHWAB 5088: 1415 SHS - JOHNSON CONTROLS INTL 53,432 111,686
SCHWAB 5088: 1671 SHS - TRUIST FINANCIAL CORP 81,907 72,488
SCHWAB 5088: 2008 SHS - COMCAST CORP 81,070 75,360
SCHWAB 5088: 2386 SHS - BCE INC 96,939 55,307
SCHWAB 5088: 576 SHS - CONOCO PHILLIPS 46,324 57,122
SCHWAB 5088: 1900 SHS VICI PROPERTIES INC 59,479 55,499
SCHWAB 5088: 2843 SHS - PFIZER 91,042 75,425
SCHWAB 5088: 232 SHS - UNION PACIFIC CORP 49,868 52,905
SCHWAB 5088: 2461 SHS - BANK OF AMERICA CORP 73,999 108,161
SCHWAB 5088: 3334 SHS - AT&T INC 69,857 75,915
SCHWAB 5088: 727 SHS - DUKE ENERGY CORP NEW 38,872 78,327
UBS 53026: 3000 SHS - BLACK STONE MINERALS 44,788 43,800
UBS 53026: 2000 SHS - BLACKSTONE MTG INC 34,625 34,820
UBS 53026: 5000 SHS - RITHM CAPITAL CORP 39,354 54,150
UBS 53026: 100000 SHS - CHEGG INC NTS CONV 80,730 81,000
SCHWAB 5044: 2500 SHS - BLACKSTONE SECURED LENDING 77,612 80,775
GOLDMAN SACHS 734-4 0 48,389
SCHWAB 5088: 241 SHS - QUALCOMM INC 40,936 37,022

TY 2024 InvestmentsGovtObligationsSch
Name:
THE BURKE FAMILY FOUNDATION
EIN:
22-3341317
US Government Securities - End of Year Book Value:

26,061
US Government Securities - End of Year Fair Market Value:

26,061
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 OtherDecreasesSchedule
Name:
THE BURKE FAMILY FOUNDATION
EIN:
22-3341317
Description Amount
FEDERAL TAX 2,726
NONDEDUCTIBLE CONTRIBUTIONS 9,751


TY 2024 OtherExpensesSchedule
Name:
THE BURKE FAMILY FOUNDATION
EIN:
22-3341317
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADR PASS THRU FEE 115 115   0
BANK CHARGES 43 43   0
NY FILING FEES 250 0   250


TY 2024 OtherIncomeSchedule2
Name:
THE BURKE FAMILY FOUNDATION
EIN:
22-3341317
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
BLACKSTONE MINERALS LP 2,208 2,208 2,208


TY 2024 OtherProfessionalFeesSchedule
Name:
THE BURKE FAMILY FOUNDATION
EIN:
22-3341317
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY 23,997 23,997   0
INVESTMENT ADVISORY 15,969 15,969   0


TY 2024 TaxesSchedule
Name:
THE BURKE FAMILY FOUNDATION
EIN:
22-3341317
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID 4,644 4,644   0