BURKE FAM FOUNDATION 040200: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BURKE FAM FOUNDATION 040200 (EIN 25-6699573)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-09
- IRS object ID
- 202121909349100312
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-09T11:57:36-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131459550 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAZARS USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 WEST 50TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100200002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256699573 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURKE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BURK | BusinessNameControlTxt |
| Phone | 2126647000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 W 64TH STREET NO 11A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN BURKE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2126647000 | PhoneNum |
| Signature | 2021-06-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEPHEN | PersonFirstNm |
| Person Last | BURKE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JONAH GRUDA | PreparerPersonNm |
| PTIN | P00850527 | PTIN |
| Phone | 2128127000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,308,307 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $13,273,058 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $12,098 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,046 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $13,285,156 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,046 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $0 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,090,252 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,090,252 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,090,252 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,090,252 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,194,904 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,046 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,466 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,006,064 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,006,064 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $141,604 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $302,243 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $14,466 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,147,668 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,308,307 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $14,466 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,147,668 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,466 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,147,668 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,466 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,147,668 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,466 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,194,904 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,209,370 | SubtotalAmt |
| Other Decreases | $61,702 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,147,668 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $167 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $167 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $167 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $596 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $596 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $429 | OverpaymentAmt |
| Applied To ES Tax | $429 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BURKE FAMILY FOUNDATION | IndividualWithBooksNm |
| Phone | 2126647000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 W 64TH STREET APT 11A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEPHEN B BURKE | ||||||||
| PO BOX 1667 | ENNIS | MT | 59729 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| GRETCHEN H BURKE | ||||||||
| PO BOX 1667 | ENNIS | MT | 59729 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $524,590 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $153,256 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $677,846 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $677,846 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,168 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $667,678 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,384 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,384 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $167 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $167 | TotalTaxAmt |
| Distributable Before Adj | $33,217 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $33,217 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $33,217 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,090,252 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,090,252 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $11,090,252 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,217 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,492,510 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $775,225 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,898,477 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,936,391 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $880,699 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,983,302 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,090,252 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $33,217 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,057,035 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $22,040,337 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $4,492,510 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,547,827 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $775,225 | ExcessFromYear4Amt |
| Excess From Year3 | $2,898,477 | ExcessFromYear3Amt |
| Excess From Year2 | $1,936,391 | ExcessFromYear2Amt |
| Excess From Year1 | $880,699 | ExcessFromYear1Amt |
| Excess From Current Year | $11,057,035 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEPHEN B BURKE | ContributingManagerNm |
| Contributing Manager | GRETCHEN H BURKE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ONE LOVE FOUNDATION | |||||||
| PO BOX 368 | BRONXVILLE | NY | 10708 | NONE | 501(C)(3) | TO HELP FUND THE OPERATING BUDGET OF THE 501 (C)(3) CHARITABLE ORGANIZATION. | $1,000 |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 EAST 60TH ST | NEW YORK | NY | 10022 | NONE | 501(C)(3) | TO HELP FUND THE OPERATING BUDGET OF THE 501 (C)(3) CHARITABLE ORGANIZATION. | $2,500 |
| SUMMERSEARCH PHILADEPHIA | |||||||
| 1528 WALNUT STREET STE 1006 | PHILADELPHIA | PA | 19102 | NONE | 501(C)(3) | TO HELP FUND THE OPERATING BUDGET OF THE 501 (C)(3) CHARITABLE ORGANIZATION. | $2,500 |
| HORIZONS THE EPISCOPAL ACADEMY | |||||||
| 1785 BISHOP WHITE DRIVE | NEWTOWN SQUARE | PA | 19073 | NONE | 501(C)(3) | TO HELP FUND THE OPERATING BUDGET OF THE 501 (C)(3) CHARITABLE ORGANIZATION. | $1,000 |
| STEPPINGSTONE SCHOLARS | |||||||
| 4112 STATION STREET/UNIT D | PHILADELPHIA | PA | 19127 | NONE | 501(C)(3) | TO HELP FUND THE OPERATING BUDGET OF THE 501 (C)(3) CHARITABLE ORGANIZATION. | $50,000 |
| TRUST FOR PUBLIC LAND | |||||||
| 1007 E MAIN ST STE 300 | BOZEMAN | MT | 59715 | NONE | 501(C)(3) | TO HELP FUND THE OPERATING BUDGET OF THE 501 (C)(3) CHARITABLE ORGANIZATION. | $5,000 |
| BAKER INDUSTRIES | |||||||
| 184 PENNSYLVANIA AVE | MALVERN | PA | 19104 | NONE | 501(C)(3) | TO HELP FUND THE OPERATING BUDGET OF THE 501 (C)(3) CHARITABLE ORGANIZATION. | $10,000 |
| IFP | |||||||
| 55 WASHINGTON ST SUITE 324 | BROOKLYN | NY | 11201 | NONE | 501(C)(3) | TO HELP FUND THE OPERATING BUDGET OF THE 501 (C)(3) CHARITABLE ORGANIZATION. | $25,000 |
| HAVEN | |||||||
| PO BOX 752 | BOZEMAN | MT | 59771 | NONE | 501(C)(3) | TO HELP FUND THE OPERATING BUDGET OF THE 501 (C)(3) CHARITABLE ORGANIZATION. | $5,000 |
| PHILADELPHIA MUSEUM OF ART | |||||||
| POBOX 7646 | PHILADELPHIA | PA | 19101 | NONE | 501(C)(3) | TO HELP FUND THE OPERATING BUDGET OF THE 501 (C)(3) CHARITABLE ORGANIZATION. | $10,000 |
| PHILADELPHIA MUSEUM OF ART | |||||||
| PO BOX 7646 | PHILADELPHIA | PA | 19101 | NONE | 501(C)(3) | TO HELP FUND THE OPERATING BUDGET OF THE 501 (C)(3) CHARITABLE ORGANIZATION. | $100,000 |
| EPISCOPAL ACADEMY | |||||||
| 1785 BISHOP WHITE DRIVE | NEWTOWN SQUARE | PA | 19073 | NONE | 501(C)(3) | TO HELP FUND THE OPERATING BUDGET OF THE 501 (C)(3) CHARITABLE ORGANIZATION. | $10,000 |
| THE STATION FOUNDATION | |||||||
| 1627 WEST MAIN ST | BOZEMAN | MT | 59715 | NONE | 501(C)(3) | TO HELP FUND THE OPERATING BUDGET OF THE 501 (C)(3) CHARITABLE ORGANIZATION. | $25,000 |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 EAST 60TH ST | NEW YORK | NY | 10022 | NONE | 501(C)(3) | TO HELP FUND THE OPERATING BUDGET OF THE 501 (C)(3) CHARITABLE ORGANIZATION. | $15,000 |
| BOB WOODRUFF FOUNDATION | |||||||
| 1350 BROADWAY SUITE 905 | NEW YORK | NY | 10018 | NONE | 501(C)(3) | TO HELP FUND THE OPERATING BUDGET OF THE 501 (C)(3) CHARITABLE ORGANIZATION. | $10,000 |
| HORIZONS THE EPISCOPAL ACADEMY | |||||||
| 1785 BISHOP WHITE DRIVE | NEWTOWN SQUARE | PA | 19073 | NONE | 501(C)(3) | TO HELP FUND THE OPERATING BUDGET OF THE 501 (C)(3) CHARITABLE ORGANIZATION. | $15,000 |
| NORTH CAROLINA OUTWARD BOUND | |||||||
| 2582 RICEVILLE RD | ASHEVILLE | NC | 28805 | NONE | 501(C)(3) | TO HELP FUND THE OPERATING BUDGET OF THE 501 (C)(3) CHARITABLE ORGANIZATION. | $5,000 |
| SELF HELP ENTERPRISES | |||||||
| 8845 W ELOWIN CT | VISALIA | CA | 93291 | NONE | 501(C)(3) | TO HELP FUND THE OPERATING BUDGET OF THE 501 (C)(3) CHARITABLE ORGANIZATION. | $1,000 |
| MONTANA STATE UNIVERSITY | |||||||
| PO BOX 172750 | BOZEMAN | MT | 59717 | NONE | 501(C)(3) | TO HELP FUND THE OPERATING BUDGET OF THE 501 (C)(3) CHARITABLE ORGANIZATION. | $10,000 |
| LACMA | |||||||
| 5905 WISHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | 501(C)(3) | TO HELP FUND THE OPERATING BUDGET OF THE 501 (C)(3) CHARITABLE ORGANIZATION. | $5,000 |
| BARRATT HOSPITAL FOUNDATION | |||||||
| 600 MT HIGHWAY 91 | SOUTH DILLON | MT | 59724 | NONE | 501(C)(3) | TO HELP FUND THE OPERATING BUDGET OF THE 501 (C)(3) CHARITABLE ORGANIZATION. | $5,000 |
| CENTER FOR LOSS AND BEREAVEMENT | |||||||
| 3847 SKIPPACK PIKE | SKIPPACK | PA | 19474 | NONE | 501(C)(3) | TO HELP FUND THE OPERATING BUDGET OF THE 501 (C)(3) CHARITABLE ORGANIZATION. | $5,000 |
| SESAME WORKSHOP | |||||||
| 1900 BROADWAY | NEW YORK | NY | 10023 | NONE | 501(C)(3) | TO HELP FUND THE OPERATING BUDGET OF THE 501 (C)(3) CHARITABLE ORGANIZATION. | $2,500 |
| COLGATE UNIVERSITY | |||||||
| 13 OAK DRIVE | HAMILTON | NY | 13346 | NONE | 501(C)(3) | TO HELP FUND THE OPERATING BUDGET OF THE 501 (C)(3) CHARITABLE ORGANIZATION. | $7,000,000 |
| COLGATE UNIVERSITY | |||||||
| 13 OAK DRIVE | HAMILTON | NY | 13346 | NONE | 501(C)(3) | STOCK CONTRIBUTION 2/18/2020 - COMCAST CORP CLASS A - 65,217 SHS - FMV. TO HELP FUND THE OPERATING BUDGET OF THE 501 (C)(3) CHARITABLE ORGANIZATION. | $3,006,503 |
| GREENLIGHT FUND PHILADELPHIA | |||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | NONE | 501(C)(3) | STOCK CONTRIBUTION 4/27/2020 - COMCAST CORP CLASS A - 3,269 SHS - FMV. TO HELP FUND THE OPERATING BUDGET OF THE 501 (C)(3) CHARITABLE ORGANIZATION. | $125,020 |
| HARVARD UNIVERSITY | |||||||
| 124 MOUNT AUBURN ST | CAMBRIDGE | MA | 02138 | NONE | 501(C)(3) | STOCK CONTRIBUTION4/27/2020 - COMCAST CORP CLASS A - 2,616 SHS - FMV. TO HELP FUND THE OPERATING BUDGET OF THE 501 (C)(3) CHARITABLE ORGANIZATION. | $99,957 |
| STEPPINGSTONE SCHOLARS | |||||||
| 4112 STATION STREET/UNIT D | PHILADELPHIA | PA | 19127 | NONE | 501(C)(3) | STOCK CONTRIBUTION 7/8/2020 - COMCAST CORP CLASS A - 5,000 SHS - FMV. TO HELP FUND THE OPERATING BUDGET OF THE 501 (C)(3) CHARITABLE ORGANIZATION. | $196,875 |
| UNIVERSITY OF MONTANA WESTERN | |||||||
| 710 SOUTH ATLANTIC STREET | DILLON | MT | 59725 | NONE | 501(C)(3) | STOCK CONTRIBUTION 7/22/2020 - COMCAST CORP CLASS A - 1,975 SHS - FMV. TO HELP FUND THE OPERATING BUDGET OF THE 501 (C)(3) CHARITABLE ORGANIZATION. | $84,105 |
| NATIONAL WILDLIFE FEDERATION | |||||||
| 11100 WILDLIFE CENTER DRIVE | RESTON | VA | 20190 | NONE | 501(C)(3) | STOCK CONTRIBUTION 9/29/2020 - COMCAST CORP CLASS A - 535 SHS - FMV. TO HELP FUND THE OPERATING BUDGET OF THE 501 (C)(3) CHARITABLE ORGANIZATION. | $24,717 |
| MAINE MEDICAL CENTER | |||||||
| 22 BRAMHALL STREET | PORTLAND | ME | 04102 | NONE | 501(C)(3) | STOCK CONTRIBUTION 11/13/2020 - COMCAST CORP CLASS A - 1,043 SHS - FMV. TO HELP FUND THE OPERATING BUDGET OF THE 501 (C)(3) CHARITABLE ORGANIZATION. | $50,000 |
| THE STATION FOUNDATION | |||||||
| 1627 WEST MAIN ST | BOZEMAN | MT | 59715 | NONE | 501(C)(3) | STOCK CONTRIBUTION 11/13/2020 - COMCAST CORP CLASS A - 1,043 SHS - FMV. TO HELP FUND THE OPERATING BUDGET OF THE 501 (C)(3) CHARITABLE ORGANIZATION. | $50,000 |
| COLGATE UNIVERSITY | |||||||
| 13 OAK DRIVE | HAMILTON | NY | 13346 | NONE | 501(C)(3) | STOCK CONTRIBUTION 11/20/2020 - COMCAST CORP CLASS A - 1,018 SHS - FMV. TO HELP FUND THE OPERATING BUDGET OF THE 501 (C)(3) CHARITABLE ORGANIZATION. | $50,575 |
| MONTANA LAND RELIANCE | |||||||
| 324 FULLER AVE 2 | HELENA | MT | 59601 | NONE | 501(C)(3) | STOCK CONTRIBUTION 12/11/2020 - COMCAST CORP CLASS A - 993 SHS - FMV. TO HELP FUND THE OPERATING BUDGET OF THE 501 (C)(3) CHARITABLE ORGANIZATION. | $50,000 |
| BOTTOM LINE | |||||||
| 44 COURT ST STE 300 | BROOKLYN | NY | 11201 | NONE | 501(C)(3) | STOCK CONTRIBUTION 12/16/2020 - COMCAST CORP CLASS A - 625 SHS - FMV. TO HELP FUND THE OPERATING BUDGET OF THE 501 (C)(3) CHARITABLE ORGANIZATION. | $32,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,090,252 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,098 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,098 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,098 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| STEPHEN B & GRETCHEN H BURKE | |||||||
| 1 | 41 CENTRAL PARK WEST APT 11A | NEW YORK | NY | 10023 | $9,300,000 | Yes (X) | |
| STEPHEN B & GRETCHEN H BURKE | |||||||
| 2 | 41 CENTRAL PARK WEST APT 11A | NEW YORK | NY | 10023 | $3,973,058 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | COMCAST CL A - 89,102 SHS | NoncashPropertyDesc |
| Fair Market Value | $3,973,058 | FairMarketValueAmt |
| Received | 2020-02-05 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMCAST CORP - CLASS A (5,768 SHS) | StockNm |
| EOY Book Value | $141,604 | EOYBookValueAmt |
| EOYFMV | $302,243 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION OF DONATED SECURITIES | Desc |
| Amt | $61,702 | Amt |
Comments