Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
NEW YORK
State or province
NY
Country  
ZIP or foreign postal code
100365000
A Employer identification number

22-3341317
B Telephone number (see instructions)

2123398502
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$3,960,432J 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 .................
3 Interest on savings and temporary cash investments 41 41  
4 Dividends and interest from securities... 126,472 126,472  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 151,403
b Gross sales price for all assets on line 6a 427,747
7 Capital gain net income (from Part IV, line 2)... 151,403
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,515 3,515  
12 Total. Add lines 1 through 11........ 281,431 281,431  
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
42,810 42,810   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,673 4,673   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
330 80   250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 56,213 53,191   3,022
25 Contributions, gifts, grants paid....... 213,609 213,609
26 Total expenses and disbursements. Add lines 24 and 25 ................ 269,822 53,191   216,631
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 11,609
b Net investment income (if negative, enter -0-) 228,240
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 67,861 25,980 25,980
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 26,061 Click to see attachment
List of Attached Documents:
// Content
54,503 		54,503
b Investments—corporate stock (attach schedule)....... 2,500,593 Click to see attachment
List of Attached Documents:
// Content
2,500,755 		3,879,949
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,594,515 2,581,238 3,960,432
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
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 -2,362,298 -2,375,575
29 Total net assets or fund balances (see instructions)..... 2,594,515 2,581,238
30 Total liabilities and net assets/fund balances (see instructions). 2,594,515 2,581,238
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
2,594,515
2
Enter amount from Part I, line 27a .....................
2
11,609
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,606,124
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
24,886
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
2,581,238
Form 990-PF (2025)
Form 990-PF (2025)
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 1,000 SHARES BLACKSTONE SECD LENDING P 2024-10-24 2025-07-14
b 2,000 SHARES STELLANTIS N V P 2023-08-18 2025-03-18
c 87 SHARES BROADCOM INC P 2020-10-30 2025-08-20
d 30 SHARES BROADCOM INC P 2020-10-30 2025-09-12
e 27 SHARES BROADCOM INC P 2020-10-30 2025-12-11
71 SHARES CHEVRON CORP NEW P 2013-01-17 2025-06-13
29 SHARES CHUBB LTD P 2015-09-18 2025-03-10
107 SHARES CISCO SYS INC P 2024-02-01 2025-02-28
350 SHARES CITIGROUP INC P 2020-01-27 2025-10-08
92 SHARES EXXON MOBIL CORP P 2015-09-30 2025-10-23
98 SHARES JOHNSON CONTROLS INT F P 2016-11-16 2025-06-06
102 SHARES JOHNSON CONTROLS INT F P 2016-11-16 2025-08-20
92 SHARES JOHNSON CONTROLS INT F P 2017-04-03 2025-12-19
781 SHARES KENVUE INC P 2023-09-21 2025-06-13
2,624 SHARES KENVUE INC P 2023-09-21 2025-06-26
365 SHARES MORGAN STANLEY P 2020-05-08 2025-05-13
73 SHARES NOVARTIS AG FSPONSORED ADR P 2016-11-16 2025-03-10
280 SHARES PFIZER INC P 2014-06-10 2025-06-26
741 SHARES PFIZER INC P 2024-09-01 2025-09-22
19 SHARES PHILIP MORRIS INTL INC P 2018-03-28 2025-02-28
56 SHARES PHILIP MORRIS INTL INC P 2018-03-28 2025-03-10
22 SHARES RTX CORP P 2012-04-19 2025-02-28
60 SHARES RTX CORP P 2012-04-19 2025-12-19
59 SHARES SIEMENS A G FSPONSORED ADR P 2017-09-18 2025-02-28
69 SHARES SIEMENS A G FSPONSORED ADR P 2017-09-18 2025-03-10
1 SHARE THE MAGNUM ICE CREAM C F P 2022-08-18 2025-12-19
69 SHARES PHILIP MORRIS INTL INC P 2008-04-22 2025-02-28
230 SHARES THE MAGNUM ICE CREAM C F P 2005-07-14 2025-12-19
.44 SHARES UNILEVER PLC FSPONSORED ADR P 2005-07-14 2025-12-10
GS VINTAGE FUND IV, LP P 2006-10-31 2025-12-31
(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 31,770   31,045 725
b 25,300   35,520 -10,220
c 25,082   3,031 22,051
d 10,879   1,045 9,834
e 10,840   985 9,855
10,308   8,192 2,116
8,490   2,928 5,562
6,738   2,489 4,249
34,149   26,893 7,256
10,637   6,813 3,824
10,154   4,359 5,795
10,782   4,285 6,497
10,964   3,860 7,104
17,068   16,440 628
55,173   55,235 -62
46,986   14,483 32,503
8,414   5,282 3,132
6,828   8,246 -1,418
17,908   22,286 -4,378
2,920   1,891 1,029
8,416   5,403 3,013
2,881   498 2,383
10,936   1,358 9,578
6,721   4,129 2,592
8,492   4,828 3,664
22   17 5
10,605   3,468 7,137
3,641   1,325 2,316
28   10 18
14,615     14,615
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       725
b       -10,220
c       22,051
d       9,834
e       9,855
      2,116
      5,562
      4,249
      7,256
      3,824
      5,795
      6,497
      7,104
      628
      -62
      32,503
      3,132
      -1,418
      -4,378
      1,029
      3,013
      2,383
      9,578
      2,592
      3,664
      5
      7,137
      2,316
      18
      14,615
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 2 151,403
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 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 3,173
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 3,173
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 3,173
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 4,000
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 4,000
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....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 827
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax827 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
NY
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofLH FRISHKOFF COMPANY LLP Telephone no. (212) 808-0070

Located at546 FIFTH AVENUE 9 FLNEW YORKNY ZIP+410036
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
3,746,416
b
Average of monthly cash balances.......................
1b
54,746
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
3,801,162
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
3,801,162
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
57,017
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,744,145
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
187,207
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
187,207
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
3,173
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,173
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
184,034
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
184,034
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
184,034
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, line 26, column (d) ..........
1a
216,631
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
216,631
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 184,034
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023...... 5,285
e From 2024......  
f Total of lines 3a through e ........ 5,285
4Qualifying distributions for 2025 from Part
XI, line 4: $ 216,631
a Applied to 2024, 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 2025 distributable amount..... 184,034
e Remaining amount distributed out of corpus 32,597
5 Excess distributions carryover applied to 2025. 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 37,882
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		37,882
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 .... 5,285
d Excess from 2024 ....  
e Excess from 2025 .... 32,597
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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   TO SUPPORT UNDERSERVED COMMUNITIES ACROSS THE NATION BY HELPING YOUNG PEOPLE BUILD CONFIDENCE, LEADERSHIP, COMMUNICATION, AND SOCIAL SKILLS THROUGH GROWTH OPPORTUNITIES AND EXPOSURE TO PROFESSIONAL ENVIRONMENTS. 44,150

AMERICAN MUSEUM OF NATIONAL HISTORY

200 CENTRAL PARK WEST
NEW YORK,NY10074 		NONE   TO SUPPORT THE MUSEUM'S CONTINUING EFFORTS TO EXPAND THE BOUNDARIES OF HUMAN KNOWLEDGE AND FOSTER SCIENCE LITERACY IN LEARNERS OF ALL AGES. 24,000

AMERICAN MUSEUM OF NATIONAL HISTORY

200 CENTRAL PARK WEST
NEW YORK,NY10024 		NONE   TO SUPPORT THE MUSEUM'S GROUNDBREAKING RESEARCH, SCIENCE EDUCATION PROGRAMS, AND IMMERSIVE EXHIBITIONS THAT INSPIRE DISCOVERY AND DEEPEN UNDERSTANDING OF THE NATURAL WORLD. 3,216

ARTISTS ASSOCIATION OF NANTUCKET

8 FEDERAL STREET
NANTUCKET,MA02554 		NONE   SUPPORT AAN FULFILL ITS MISSION OF FOSTERING THE VISIUAL ARTS ON NANTUCKET. 500

BROWN UNIVERSITY

PO BOX 1893
PROVIDENCE,RI02912 		NONE   TO SUPPORT EDUCATIONAL ACCESS, ACADEMIC EXCELLENCE, INNOVATION, AND GROUNDBREAKING RESEARCH THAT EMPOWERS STUDENTS, CREATORS, AND FUTURE LEADERS TO SERVE SOCIETY. 4,500

CONSUMER REPORTS

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

GHYC FOUNDATION

96 WASHINGTON ST
NANTUCKET,MA02554 		NONE   TO FUND INITIATIVES THAT PROTECT CLEAN WATERS, SUSTAIN SHELLFISH POPULATIONS, SUPPORT YOUTH EDUCATION, AND ADVANCE MANY OTHER EFFORTS THAT HELP KEEP NANTUCKET HARBOR WILD. 10,000

GHYC FOUNDATION

96 WASHINGTON ST
NANTUCKET,MA02554 		NONE   TO FUNDS EFFORTS THAT SUPPORT CLEAN WATERS, SHELLFISH POPULATIONS, YOUTH EDUCATION AND MANY OTHER AVENUES OF IMPACT THAT HELP US KEEP NANTUCKET HARBOR WILD. 12,400

GREENWICH UNITED WAY

2 DEARFIELD DRIVE SUITE 300
GREENWICH,CT06831 		NONE   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   HARVARD BUSINESS SCHOOL FUND FOR FINANCIAL AID, MBA PROGRAM, FACULTY, CASE WRITING, AND RESEARCH. 2,050

HUDSON NATIONAL GOLF CLUB

40 ARROWCREST DRIVE
CROTONONHUDSON,NY10520 		NONE   TO SUPPORT THE FAMILIES OF NEW YORK CITY FIRST RESPONDERS WHO HAVE MADE THE ULTIMATE SACRIFICE. 350

JOHN HOPKINS UNIVERSITY CHILDREN'S CENTER

750 E PRATT STREET 14TH FL
BALTIMORE,MD21202 		NONE   TO SUPPORT CHILDREN'S IN NEED OF MEDICAL ASSISTANCE AND SURGERY. 750

LITERACY INC

5030 BROADWAY STE 641
NEW YORK,NY10034 		NONE   TO PROVIDE READING AND LEARNING OPPORTUNITIES FOR CHILDREN SO THAT THEY GROW INTO COMPETENT READERS, READY TO SUCCEED IN SCHOOL AND IN LIFE. 5,000

MANASQUAN RIVER GOLF FOUNDATION

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

MANASQUAN RIVER GOLF FOUNDATION

1011 HIGHWAY 71 SUITE 200
SPRING LAKE,NJ07762 		NONE   TO PROVIDE GRANTS TO ASSISTS PERSONS AND EMPLOYEE AND THEIR FAMILIES AND SURROUNDING COMMUNITIES DURING TIMES OF HEALTH AND ECONOMIC TURBULENCE AND PROVIDE EDUCATIONAL ASSISTANCE/SCHOLARSHIPS. 250

MONMOUTH COUNTY HISTORICAL

70 COURT STREET
FREEHOLD,NJ07728 		NONE   PROVIDE MUSEUM SUPPORT TO MAINTAIN AND RESTORE ITS HISTORIC SITES, DIGITIZE COLLECTIONS AND BUILD EDUCATIONAL PROGRAMS. 600

NANTUCKET LIGHTHOUSE SCHOOL

1 RUGGED ROAD
NANTUCKET,MA02554 		NONE   PROVIDE SUPPORT FOR NANTUCKET LIGHTHOUSE SCHOOL AND EXCEPTIONAL EDUCATIONAL CHOICE FOR ISLAND FAMILIES, PRESCHOOL THROUGH 7TH GRADE. 750

NANTUCKET SHELLFISH ASSOCIATION

PO BOX 604
NANTUCKET,MA02554 		NONE   TO HELP PRESERVE AND PROTECT NANTUCKET'S HARBORS, WATER QUALITY, AND SHELLFISH RESOURCES. 250

OUR HOUSE FOUNDATION

76 FLORAL AVENUE
MURRAY HILL,NJ07974 		NONE   TO PROVIDE ADDITIONAL COMMUNITY HOUSING, DAY PROGRAMS AND EMPLOYMENT FOR INDIVIDUALS WITH DISABILITIES, WHO ONLY NEED A CHANCE TO PROVE THEMSELVES. 4,339

PRIESTS OF THE SACRED HEART

PO BOX 367
HALES CORNERS,WI53130 		NONE   TO HELP SUPPORT THE MISSIONARY ACTIVITIES OF THE PSH AMONG PEOPLE IN NEED THROUGHOUT THE WORLD. 300

ROUNDABOUT THEATRE CORP

231 WEST 39TH ST STE 1200
NEW YORK,NY10018 		NONE   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. 32,190

ROUNDABOUT THEATRE CORP

231 WEST 39TH ST STE 1200
NEW YORK,NY10018 		NONE   TO BENEFIT THE STUDENTS, TEACHERS, AND ARTISTS THAT WORK BOTH ON AND OFF THE STAGE. 13,690

SCONSET TRUST

PO BOX 821
SIASCONSET,MA02564 		NONE   TO SUPPORT LAND CONSERVATION AND HISTORIC PRESERVATION IN AND AROUND THE VILLAGE OF SIASCONSET. 10,000

SETON HALL PREPARATORY SCHOOL

120 NORTHFIELD AVENUE
WEST ORANGE,NJ07052 		NONE   TO PROVIDE STUDENTS FROM ALL WALKS OF LIFE WITH EVERYTHING THEY NEED TO THRIVE DURING THE MOST FORMATIVE YEARS. 8,700

SETON HALL UNIVERSITY

120 NORTHFIELD AVENUE
WEST ORANGE,NJ07052 		NONE   TO PROVIDE STUDENTS FROM ALL WALKS OF LIFE WITH EVERYTHING THEY NEED TO THRIVE DURING THE MOST FORMATIVE YEARS. 15,000

SHREWSBURY HOSE COMPANY NO 1

PO BOX 7239
SHREWSBURY,NJ07702 		NONE   TO PURCHASE ESSENTIAL LIFE-SAVING EQUIPMENT AND SUPPLIES AND PROVIDE THE TRAINING NEEDED TO ENSURE THE HIGHEST QUALITY EMERGENCY MEDICAL SERVICES POSSIBLE. 100

TEAM RWB

PO BOX 127
FLOYDS KNOBS,IN47119 		NONE   TO ENRICH VETERANS' LIVES THROUGH HEALTH, WELLNESS AND PHYSICAL ACTIVITY. 5,000

THE FUND FOR PARK AVENUE

445 PARK AVENUE 9TH FLOOR
NEW YORK,NY10022 		NONE   TO PLANT AND MAINTAIN THE TREES AND FLOWERS ON THE PARK AVENUE MALLS IN HONOR OF THOSE LOSING THEIR LIVES IN WORLD WAR II AND SESRVE AS A SYMBOL OF PEACE AND REMINDER OF SACRIFIES MADE IN ITS PURSUIT. 500

THE JIMMY FUND

10 BROOKLINE PLACE WEST 6TH FLOOR
BROOKLINE,MA02445 		NONE   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. 2,000

THE JIMMY FUND

10 BROOKLINE PLACE WEST 6TH FLOOR
BROOKLINE,MA02445 		NONE   TO SUPPORT THE DANA-FARBER CAMPAIGN AND ITS STRATEGIC GOALS OF ADVANCING INNOVATION IN RESEARCH LABORATORIES, EXPANDING GROUNDBREAKING CANCER RESEARCH, AND PROVIDING WORLD-CLASS TREATMENT AND CARE FOR ALL PATIENTS. 750

THE JOSEPH FUND CAMDEN

PO BOX 7
MURRAY HILL,NJ08062 		NONE   TO HELP THE FAMILIES OF CAMDEN FILL THE GAPS BETWEEN THEIR INVESTMENT IN THEIR CHILD'S EDUCATION, AND THE BALANCE OF THEIR TUITION. 2,500

THE NANTUCKET GARDEN CLUB

830 PARK AVENUE
NEW YORK,NY10021 		NONE   TO SUPPORT THE NANTUCKET COMMUNITY THROUGH GRANTS AND SCHOLARSHIPS THAT PROTECT THE ENVIRONMENT, PROMOTE HORTICULTURE AND LANDSCAPE DESIGN, AND FUND STUDENTS PURSUING ECOLOGY, ENVIRONMENTAL STUDIES, BOTANY, AND RELATED FIELDS. 724

WRITERS GUILD OF AMERICA

250 HUDSON STREET
NEW YORK,NY10013 		NONE   TO HELP FULFILL WGA MISSION OF SHARING THE TOOLS OF STORYTELLING AND WRITING WITH THE VULNERABLE POPULATIONS THROUGH WORKSHOPS. 8,000
Total ................................. 3a 213,609
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 41  
4 Dividends and interest from securities ....     14 126,472  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 3,515  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 151,403  
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) .. 0 281,431 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
281,431
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
THE BURKE FAMILY FOUNDATION
EIN:
22-3341317
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING & TAX PREPARATION 8,400 5,628   2,772

TY 2025 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: 1,500 SHS - BLACKSTONE SECURED LENDING 46,567 39,495
SCHWAB 5044: 1,500 SHS - STELLANTIS N V 26,640 16,335
SCHWAB 5088: 119 SHS - MICROSOFT CORP 3,263 57,551
SCHWAB 5088: 232 SHS - UNION PACIFIC CORP 49,868 53,666
SCHWAB 5088: 236 SHS - TRAVELERS COMPANIES INC 33,964 68,454
SCHWAB 5088: 296 SHS - QUALCOMM INC 49,476 50,631
SCHWAB 5088: 274 SHS - DIAGEO PLC NEW ADR 15,386 23,638
SCHWAB 5088: 299 SHS - GENERAL DYNAMICS CO. 51,152 100,661
SCHWAB 5088: 352 SHS - LOWES COMPANIES INC. 39,485 84,888
SCHWAB 5088: 328 SHS - CHUBB LTD 35,817 102,375
SCHWAB 5088: 592 SHS - UNITED PARCEL 89,138 58,720
SCHWAB 5088: 313 SHS - BROADCOM INC. 13,493 108,329
SCHWAB 5088: 476 SHS - TARGET CORP 43,261 46,529
SCHWAB 5088: 699 SHS - GENUINE PARTS CO 37,482 85,949
SCHWAB 5088: 593 SHS - CROWN CASTLE INC 55,845 52,700
SCHWAB 5088: 496 SHS - CHEVRON CORP 53,597 75,595
SCHWAB 5088: 576 SHS - CONOCO PHILLIPS 46,324 53,919
SCHWAB 5088: 561 SHS - RAYTHEON COMPANY NEW 49,164 102,887
SCHWAB 5088: 887 SHS - MERCK & CO INC 46,010 93,366
SCHWAB 5088: 727 SHS - DUKE ENERGY CORP NEW 38,872 85,212
SCHWAB 5088: 660 SHS - EXXON MOBILE CORP 51,514 79,424
SCHWAB 5088: 663 SHS - PHILIP MORRIS INTL INC 61,961 106,345
SCHWAB 5088: 892 SHS - NOVARTIS AG 54,857 122,980
SCHWAB 5088: 1,000 SHS - ALTRIA GROUP INC 23,546 57,660
SCHWAB 5088: 905 SHS - SIEMENS AG 58,390 126,655
SCHWAB 5088: 1,091 SHS - MEDTRONIC PLC 104,700 104,801
SCHWAB 5088: 733 SHS - MORGAN STANLEY 29,084 130,129
SCHWAB 5088: 1,028 SHS - UNILEVER NV NY SHS NEW 24,395 67,231
SCHWAB 5088: 895 SHS - CITIGROUP INC. 57,335 104,438
SCHWAB 5088: 1,123 SHS - JOHNSON CONTROLS INTL 40,928 134,479
SCHWAB 5088: 1,463 SHS - NEXTERA ENERGY INC 22,950 117,450
SCHWAB 5088: 2,748 SHS - DOW INC 111,653 64,248
SCHWAB 5088: 1,832 SHS - TRUIST FINANCIAL CORP 89,055 90,153
SCHWAB 5088: 1,670 SHS - CISCO SYSTEMS INX 56,154 128,640
SCHWAB 5088: 2,462 SHS - VICI PROPERTIES INC. 75,837 69,231
SCHWAB 5088: 2,008 SHS - COMCAST CORP 81,070 60,019
SCHWAB 5088: 2,340 SHS - WALMART INC. 95,047 260,699
SCHWAB 5088: 2,664 SHS - BCE INC 104,107 63,456
SCHWAB 5088: 2,461 SHS - BANK OF AMERICA CORP 73,999 135,355
SCHWAB 5088: 1,822 SHS - PFIZER 60,511 45,368
SCHWAB 5088: 3,334 SHS - AT&T INC 69,857 82,817
UBS 53026: 3,000 SHS - BLACK STONE MINERALS 42,597 42,597
UBS 53026: 10,0000 SHS - CHEGG INC NTS CONV 80,730 88,850
UBS 53026: 2,000 SHS - BLACKSTONE MTG INC 34,625 38,260
UBS 53026: 5,000 SHS - RITHM CAPITAL CORP 39,354 54,500
SCHWAB 5088: 237 SHS - BECTON DICKINSON & CO 41,361 45,995
SCHWAB 5088: 633 SHS - OMNICOM GROUP INC. 50,833 51,115
SCHWAB 5088: 116 SHS - UNITEDHEALTH GROUP INC. 39,501 38,293
GOLDMAN SACHS 734-4 0 7,861

TY 2025 InvestmentsGovtObligationsSch
Name:
THE BURKE FAMILY FOUNDATION
EIN:
22-3341317
US Government Securities - End of Year Book Value:

54,503
US Government Securities - End of Year Fair Market Value:

54,503
State & Local Government Securities - End of Year Book Value:


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


0


TY 2025 OtherDecreasesSchedule
Name:
THE BURKE FAMILY FOUNDATION
EIN:
22-3341317
Description Amount
FEDERAL TAX 5,071
NONDEDUCTIBLE CONTRIBUTIONS 19,815


TY 2025 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 80 80   0
NY FILING FEES 250 0   250


TY 2025 OtherIncomeSchedule2
Name:
THE BURKE FAMILY FOUNDATION
EIN:
22-3341317
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
BLACKSTONE MINERALS LP 1,859 1,859 1,859
SETTLEMENT INCOME 1,656 1,656 1,656


TY 2025 OtherProfessionalFeesSchedule
Name:
THE BURKE FAMILY FOUNDATION
EIN:
22-3341317
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY 30,260 30,260   0
INVESTMENT ADVISORY 12,550 12,550   0


TY 2025 TaxesSchedule
Name:
THE BURKE FAMILY FOUNDATION
EIN:
22-3341317
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID 4,673 4,673   0