KEVIN AND MARY GRACE BURKE FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- KEVIN AND MARY GRACE BURKE FAMILY FOUNDATION (EIN 35-7041704)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-12
- IRS object ID
- 202632249349101008
- Schema version
- 2025v4.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-12T15:44:42-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364379428 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MOSAIC FINANCIAL GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 W RANDOLPH STREET STE 2425 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 357041704 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEVIN AND MARY GRACE BURKE | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KEVI | BusinessNameControlTxt |
| Phone | 7082671301 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 S VERNON AVENUE | AddressLine1Txt |
| City | MCCOOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60525 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN R BURKE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7086882000 | PhoneNum |
| Signature | 2026-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY J DEBRUYNE | PreparerPersonNm |
| PTIN | P01219260 | PTIN |
| Phone | 3122555490 | PhoneNum |
| Preparation | 2026-08-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,286,916 | 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 | $3,985,031 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $46,812 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $46,812 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $88,097 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $88,097 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,241,560 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,054,043 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,241,560 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,361,500 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,376,469 | 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 |
| Accounting Fees Rev And Expnss | $2,865 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,388 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,388 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,253 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,388 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $103,825 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $103,825 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $118,078 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,388 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $103,825 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,243,422 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,365,081 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $66,428 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $88,091 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $88,091 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,068,536 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,713,040 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,749,362 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,224,484 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,944,363 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,449,463 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,359,448 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,745,494 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,286,916 | 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 | $2,359,448 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,745,494 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,359,448 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,745,494 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,359,448 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,745,494 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,359,448 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,243,422 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,602,870 | SubtotalAmt |
| Other Decreases | $1,857,376 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,745,494 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ISHARES TR CORE S&P 500 ETF | P | $3,443 | $3,128 | $315 | $315 |
| ON HOLDING AG NAMEN AKT A-ISIN | P | $13,258 | $7,071 | $6,187 | $6,187 |
| SPOTIFY TECHNOLOGY A REGISTERED SHS ISI | P | $62,935 | $31,369 | $31,566 | $31,566 |
| ADVANCED MICRO DEVICES INC COM | P | $66,807 | $21,850 | $44,957 | $44,957 |
| ALPHABET INC CAP STK CL C | P | $141,477 | $52,653 | $88,824 | $88,824 |
| ALPHABET INC CL A | P | $247,197 | $117,970 | $129,227 | $129,227 |
| AMAZON COM INC COM | P | $217,726 | $106,130 | $111,596 | $111,596 |
| AMERICAN EXPRESS CO COM | P | $71,072 | $33,609 | $37,463 | $37,463 |
| AXON ENTERPRISE INC COM | P | $153,643 | $39,628 | $114,015 | $114,015 |
| CBRE GROUP INC CL A | P | $140,415 | $73,429 | $66,986 | $66,986 |
| CAPITAL ONE FINL CORP COM | P | $142,765 | $69,589 | $73,176 | $73,176 |
| CITIGROUP INC COM NEW | P | $61,790 | $28,539 | $33,251 | $33,251 |
| CROWDSTRIKE HOLDINGS IN C CL A | P | $83,166 | $46,062 | $37,104 | $37,104 |
| META PLATFORMS INC CL A | P | $119,703 | $55,501 | $64,202 | $64,202 |
| FIDELITY 500 INDEX FUND | P | $630,248 | $389,960 | $240,288 | $240,288 |
| GENERAL MOTORS CO COM | P | $115,228 | $46,591 | $68,637 | $68,637 |
| ISHARES TR CORE S&P 500 ETF | P | $72,996 | $52,632 | $20,364 | $20,364 |
| MERCADOLIBRE INC COM | P | $185,160 | $93,198 | $91,962 | $91,962 |
| NATERA INC COM | P | $100,602 | $23,414 | $77,188 | $77,188 |
| NETFLIX INC COM | P | $82,945 | $25,280 | $57,665 | $57,665 |
| NVIDIA CORP COM | P | $311,661 | $51,688 | $259,973 | $259,973 |
| PALO ALTO NETWORKS INC COM | P | $46,237 | $19,807 | $26,430 | $26,430 |
| SCHWAB CHARLES CORP NEW COM | P | $30,832 | $17,690 | $13,142 | $13,142 |
| SERVICENOW INC COM | P | $44,755 | $25,683 | $19,072 | $19,072 |
| SHOPIFY INC CL A ISI | P | $197,529 | $72,271 | $125,258 | $125,258 |
| TESLA INC COM | P | $221,659 | $104,313 | $117,346 | $117,346 |
| TOAST INC CL A | P | $22,586 | $12,703 | $9,883 | $9,883 |
| UBER TECHNOLOGIES IN C COM | P | $75,955 | $30,698 | $45,257 | $45,257 |
| VEEVA SYS INC CL A COM | P | $44,869 | $28,478 | $16,391 | $16,391 |
| WARNER BROS DISCOVER Y INC COM SER A | P | $150,672 | $60,472 | $90,200 | $90,200 |
| WELLS FARGO & CO NEW COM | P | $143,650 | $71,077 | $72,573 | $72,573 |
| CAPITAL GAINS DIVIDENDS | P | $51,062 | $51,062 | $51,062 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,241,560 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32,875 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $32,875 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $32,875 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,731 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $60,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $67,731 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $34,856 | OverpaymentAmt |
| Applied To ES Tax | $34,856 | 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 | IL | 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 | KEVIN R BURKE | IndividualWithBooksNm |
| Phone | 7086882000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 S VERNON AVENUE | AddressLine1Txt |
| City | MCCOOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60525 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN R BURKE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 S VERNON AVENUE | AddressLine1Txt |
| City | MCCOOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60525 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $3,568,995 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $253,613 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,822,608 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,822,608 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,339 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,765,269 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $188,263 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $188,263 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32,875 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32,875 | TotalTaxAmt |
| Distributable Before Adj | $155,388 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $155,388 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $155,388 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $103,825 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $103,825 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $155,388 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $52,515 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $48,823 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $69,881 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,535,937 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $870,910 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,578,066 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $103,825 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $103,825 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $51,563 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $51,563 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,526,503 | 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 | $952 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,525,551 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $48,823 | ExcessFromYear4Amt |
| Excess From Year3 | $69,881 | ExcessFromYear3Amt |
| Excess From Year2 | $1,535,937 | ExcessFromYear2Amt |
| Excess From Year1 | $870,910 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KEVIN R BURKE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ST ISAACS JOGUES CHURCH | ||||||
| 306 W 4TH STREET | HINSDALE | IL | 60521 | PC | CONTRIBUTION | $6,000 |
| TELLURIDE FOUNDATION | ||||||
| 220 E COLORADO AVENUE SUITE 106 | TELLURIDE | CO | 81435 | PC | CONTRIBUTION | $500 |
| HOPE HAVEN CHARITABLE TRUST | ||||||
| 2417 N PERRY PARK RD | SEDALIA | CO | 80135 | PC | CONTRIBUTION | $6,500 |
| ANGEL BASKETS | ||||||
| PO BOX 22000 PMB 574 | TELLURIDE | CO | 81435 | PC | CONTRIBUTION | $500 |
| MIDTOWN METRO CENTER | ||||||
| 718 S LOOMIS ST | CHICAGO | IL | 60607 | PC | CONTRIBUTION | $500 |
| SALVATION ARMY | ||||||
| 945 WEST 69TH STREET | CHICAGO | IL | 60621 | PC | CONTRIBUTION | $500 |
| UCP SEGUIN OF GREATER CHICAGO | ||||||
| 3100 S CENTRAL AVENUE | CICERO | IL | 60804 | PC | CONTRIBUTION | $1,000 |
| HINSDALE COMMUNITY HOUSE | ||||||
| 415 W 8TH STREET | HINSDALE | IL | 60521 | PC | CONTRIBUTION | $1,500 |
| MARQUETTE UNIVERSITY HIGH SCHOOL | ||||||
| 3401 W WISCONSIN AVE | MILWAUKEE | WI | 53208 | PC | CONTRIBUTION | $2,000 |
| CATHOLIC MINISTRIES ANNUAL APPEAL JOLIET DIOCESE | ||||||
| 16555 WEBER RD | CREST HILL | IL | 60403 | PC | CONTRIBUTION | $6,000 |
| TELLURIDE FILM FESTIVAL | ||||||
| 800 JONES STREET | BERKELEY | CA | 94710 | PC | CONTRIBUTION | $6,275 |
| WELLNESS HOUSE | ||||||
| 131 N COUNTY LINE RD | HINSDALE | IL | 60521 | PC | CONTRIBUTION | $15,000 |
| CHICAGO JESUIT ACADEMY | ||||||
| 5058 WEST JACKSON BOULEVARD | CHICAGO | IL | 60644 | PC | CONTRIBUTION | $17,500 |
| H FOUNDATION | ||||||
| 60 LAGRANGE RD | LA GRANGE | IL | 60525 | PC | CONTRIBUTION | $39,050 |
| ST IGNATIUS COLLEGE PREP | ||||||
| 1076 ROOSEVELT RD | CHICAGO | IL | 60608 | PC | CONTRIBUTION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $103,825 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,812 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $88,097 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,241,560 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,376,469 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,376,469 | 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 (31 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| KEVIN BURKE | |||||||
| 1 | 316 MOORING LINE DRIVE | NAPLES | FL | 34102 | $137,088 | Yes (X) | Yes (X) |
| KEVIN BURKE | |||||||
| 2 | 316 MOORING LINE DRIVE | NAPLES | FL | 34102 | $239,417 | Yes (X) | Yes (X) |
| KEVIN BURKE | |||||||
| 3 | 316 MOORING LINE DRIVE | NAPLES | FL | 34102 | $79,176 | Yes (X) | Yes (X) |
| KEVIN BURKE | |||||||
| 4 | 316 MOORING LINE DRIVE | NAPLES | FL | 34102 | $70,639 | Yes (X) | Yes (X) |
| KEVIN BURKE | |||||||
| 5 | 316 MOORING LINE DRIVE | NAPLES | FL | 34102 | $137,457 | Yes (X) | Yes (X) |
| KEVIN BURKE | |||||||
| 6 | 316 MOORING LINE DRIVE | NAPLES | FL | 34102 | $142,717 | Yes (X) | Yes (X) |
| KEVIN BURKE | |||||||
| 7 | 316 MOORING LINE DRIVE | NAPLES | FL | 34102 | $60,878 | Yes (X) | Yes (X) |
| KEVIN BURKE | |||||||
| 8 | 316 MOORING LINE DRIVE | NAPLES | FL | 34102 | $633,078 | Yes (X) | Yes (X) |
| KEVIN BURKE | |||||||
| 9 | 316 MOORING LINE DRIVE | NAPLES | FL | 34102 | $113,410 | Yes (X) | Yes (X) |
| KEVIN BURKE | |||||||
| 10 | 316 MOORING LINE DRIVE | NAPLES | FL | 34102 | $76,934 | Yes (X) | Yes (X) |
| KEVIN BURKE | |||||||
| 11 | 316 MOORING LINE DRIVE | NAPLES | FL | 34102 | $30,790 | Yes (X) | Yes (X) |
| KEVIN BURKE | |||||||
| 12 | 316 MOORING LINE DRIVE | NAPLES | FL | 34102 | $144,513 | Yes (X) | Yes (X) |
| KEVIN BURKE | |||||||
| 13 | 316 MOORING LINE DRIVE | NAPLES | FL | 34102 | $142,231 | Yes (X) | Yes (X) |
| KEVIN BURKE | |||||||
| 14 | 316 MOORING LINE DRIVE | NAPLES | FL | 34102 | $13,225 | Yes (X) | Yes (X) |
| KEVIN BURKE | |||||||
| 15 | 316 MOORING LINE DRIVE | NAPLES | FL | 34102 | $64,281 | Yes (X) | Yes (X) |
| KEVIN BURKE | |||||||
| 16 | 316 MOORING LINE DRIVE | NAPLES | FL | 34102 | $69,087 | Yes (X) | Yes (X) |
| KEVIN BURKE | |||||||
| 17 | 316 MOORING LINE DRIVE | NAPLES | FL | 34102 | $144,658 | Yes (X) | Yes (X) |
| KEVIN BURKE | |||||||
| 18 | 316 MOORING LINE DRIVE | NAPLES | FL | 34102 | $155,861 | Yes (X) | Yes (X) |
| KEVIN BURKE | |||||||
| 19 | 316 MOORING LINE DRIVE | NAPLES | FL | 34102 | $82,187 | Yes (X) | Yes (X) |
| KEVIN BURKE | |||||||
| 20 | 316 MOORING LINE DRIVE | NAPLES | FL | 34102 | $122,526 | Yes (X) | Yes (X) |
| KEVIN BURKE | |||||||
| 21 | 316 MOORING LINE DRIVE | NAPLES | FL | 34102 | $183,234 | Yes (X) | Yes (X) |
| KEVIN BURKE | |||||||
| 22 | 316 MOORING LINE DRIVE | NAPLES | FL | 34102 | $99,347 | Yes (X) | Yes (X) |
| KEVIN BURKE | |||||||
| 23 | 316 MOORING LINE DRIVE | NAPLES | FL | 34102 | $86,708 | Yes (X) | Yes (X) |
| KEVIN BURKE | |||||||
| 24 | 316 MOORING LINE DRIVE | NAPLES | FL | 34102 | $305,592 | Yes (X) | Yes (X) |
| KEVIN BURKE | |||||||
| 25 | 316 MOORING LINE DRIVE | NAPLES | FL | 34102 | $46,230 | Yes (X) | Yes (X) |
| KEVIN BURKE | |||||||
| 26 | 316 MOORING LINE DRIVE | NAPLES | FL | 34102 | $44,988 | Yes (X) | Yes (X) |
| KEVIN BURKE | |||||||
| 27 | 316 MOORING LINE DRIVE | NAPLES | FL | 34102 | $192,417 | Yes (X) | Yes (X) |
| KEVIN BURKE | |||||||
| 28 | 316 MOORING LINE DRIVE | NAPLES | FL | 34102 | $220,688 | Yes (X) | Yes (X) |
| KEVIN BURKE | |||||||
| 29 | 316 MOORING LINE DRIVE | NAPLES | FL | 34102 | $23,281 | Yes (X) | Yes (X) |
| KEVIN BURKE | |||||||
| 30 | 316 MOORING LINE DRIVE | NAPLES | FL | 34102 | $77,231 | Yes (X) | Yes (X) |
| KEVIN BURKE | |||||||
| 31 | 316 MOORING LINE DRIVE | NAPLES | FL | 34102 | $45,164 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (31 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 480 SHS ALPHABET INC | $137,088 | 2025-11-17 |
| 2 | 840 SHS ALPHABET INC | $239,417 | 2025-11-17 |
| 3 | 340 SHS AMAZON COM INC | $79,176 | 2025-11-17 |
| 4 | 207 SHS AMERICAN EXPRESS CO COM | $70,639 | 2025-11-17 |
| 5 | 920 SHS CBRE GROUP INC | $137,457 | 2025-11-17 |
| 6 | 710 SHS CAPITAL ONE FINL CORP COM | $142,717 | 2025-11-17 |
| 7 | 620 SHS CITIGROUP INC | $60,878 | 2025-11-17 |
| 8 | 2,728.196 SHS FIDELITY 500 INDEX FUND | $633,078 | 2025-11-17 |
| 9 | 1670 SHS GENERAL MTRS CO COM | $113,410 | 2025-11-17 |
| 10 | 115 SHS ISHARES TR CORE S&P 500 ETF | $76,934 | 2025-11-17 |
| 11 | 335 SHS SCHWAB CHARLES CORP | $30,790 | 2025-11-17 |
| 12 | 6355 SHS WARNER BROS DISCOVERY INC COM | $144,513 | 2025-11-17 |
| 13 | 1705 SHS WELLS FARGO & CO | $142,231 | 2025-11-17 |
| 14 | 310 SHS ON HOLDING AG | $13,225 | 2025-11-18 |
| 15 | 101 SHS SPOTIFY TECHNOLOGY SA | $64,281 | 2025-11-18 |
| 16 | 300 SHS ADVANCED MICRO DEVICES INC COM | $69,087 | 2025-11-18 |
| 17 | 650 SHS AMAZON COM INC | $144,658 | 2025-11-18 |
| 18 | 292 SHS AXON ENTERPRISE INCE COM | $155,861 | 2025-11-18 |
| 19 | 160 SHS CROWDSTRIKE HLDGS INC | $82,187 | 2025-11-18 |
| 20 | 205 SHS META PLATFORMS INC | $122,526 | 2025-11-18 |
| 21 | 89 SHS MERCADOLIBRE INC COM | $183,234 | 2025-11-18 |
| 22 | 465 SHS NATERA INC COM | $99,347 | 2025-11-18 |
| 23 | 760 SHS NETFLIX INC COM | $86,708 | 2025-11-18 |
| 24 | 1685 SHS NVIDIA CORP COM | $305,592 | 2025-11-18 |
| 25 | 230 SHS PALO ALTO NETWORKS INC COM | $46,230 | 2025-11-18 |
| 26 | 55 SHS SERVICENOW INC COM | $44,988 | 2025-11-18 |
| 27 | 1370 SHS SHOPIFY INC | $192,417 | 2025-11-18 |
| 28 | 550 SHS TESLA INC COM | $220,688 | 2025-11-18 |
| 29 | 690 SHS TOAST INC | $23,281 | 2025-11-18 |
| 30 | 850 SHS UBER TECHNOLOGIES INC COM | $77,231 | 2025-11-18 |
| 31 | 165 SHS VEEVA SYS INC | $45,164 | 2025-11-18 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,865 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PERSHNG BROKERAGE ACCOUNT | StockNm |
| EOY Book Value | $3,944,363 | EOYBookValueAmt |
| EOYFMV | $4,449,463 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,713,040 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,749,362 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES VALUATION ADJUSTMENT | Desc |
| Amt | $1,857,376 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $11,388 | Amt |
| Net Investment Income | $11,388 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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