2023-07-07T09:31:51-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 1 MAIN STREET SUITE 202 RACINE WI 53403 990 2022-01-01 391828760 THE BURKE FOUNDATION INC BURK 4144775933 320 E BUFFALO ST 600 MILWAUKEE WI 53202 WILLIAM KOMISAR TREASURER 4144775933 2023-07-06 1 WILLIAM KOMISAR 999009999 0 STEVEN C JOHNSON P00030988 2626379351 2023-07-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z WILLIAM KOMISAR 320 E BUFFALO ST 600 MILWAUKEE WI 53202 5148491 0 X THEBURKEFOUNDATION.ORG X 1995 WI TO SERVE AND BENEFIT ORGANIZATIONS COMMITTED TO ENHANCING AND IMPROVING (A) THE CHARACTER OF, QUALITY OF, AND ACCESS TO EDUCATION; (B) THE PERSONAL, SOCIAL, AND INTELLECTUAL DEVELOPMENT OF CHILDREN AND YOUTH; OR (C) THE EDUCATIONAL AND SOCIAL QUALITY OF COMMUNITY LIFE. 6 4 2 0 0 0 0 0 0 0 6169378 2093180 0 0 6169378 2093180 6386874 4036496 0 0 265754 288873 0 0 0 236462 275272 6889090 4600641 -719712 -2507461 121362007 98978443 10607 140017 121351400 98838426 X THE BURKE FOUNDATION SEEKS TO MAKE A DIFFERENCE IN THE LIVES OF YOUTH BY INVESTING IN CREATIVE, WELL-CONCEIVED AND COST-EFFECTIVE EDUCATIONAL ACTIVITIES THAT ENHANCE AND IMPROVE (A) THE CHARACTER, QUALITY, AND ACCESS TO EDUCATION; (B) THE PERSONAL, SOCIAL, AND INTELLECTUAL DEVELOPMENT OF CHILDREN AND YOUTH; OR (C) THE EDUCATIONAL AND SOCIAL QUALITY OF COMMUNITY LIFE. 0 0 4339360 4036496 THE FOUNDATION PROVIDES GRANTS TO EXEMPT ORGANIZATIONS THAT ARE COMMITTED TO ENHANCING AND IMPROVING (A) THE CHARACTER OF, THE QUALITY OF, AND ACCESS TO EDUCATION, (B) THE PERSONAL, SOCIAL, AND INTELLECTUAL DEVELOPMENT OF CHILDREN AND YOUTH, OR (C) THE EDUCATIONAL AND SOCIAL QUALITY OF COMMUNITY LIFE. 4339360 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 10 0 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 4 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 X JANE WOCHOS 4144761880 10401 W INNOVATION DRIVE STE 300 WAUWATOSA WI 53226 KATHLEEN BURKE DIRECTOR 1.00 0.00 X 5000 0 0 MARY BURKE DIRECTOR 1.00 0.00 X 5000 0 0 MICHELE DEUBEL DIRECTOR 1.00 0.00 X 5000 0 0 DEBRA DOSEMAGEN DIRECTOR 1.00 40.00 X 5000 92119 14808 ABIOLA KELLER DIRECTOR 1.00 40.00 X 5000 93989 9259 DEANNA TILLISCH DIRECTOR 1.00 0.00 X 5000 0 0 TINA M QUEALY EXECUTIVE DIRECTOR 40.00 0.00 X 164308 0 8215 KATHRYN L BENNETT TREASURER (PART-YEAR) 1.00 0.00 X 0 0 0 WILLIAM KOMISAR TREASURER (PART-YEAR) 1.00 0.00 X 2000 0 0 196308 186108 32282 1 0 1 0 PRIME BUCHHOLZ AND ASSOCIATES 273 CORPORATE DR PORTSMOUTH NH 03801 INVESTMENT MANAGEMENT FEES 116047 1 2234651 2234651 2913840 3055311 -141471 -141471 -141471 2093180 0 0 2093180 4036496 4036496 204523 152766 51757 64917 45442 19475 2937 2056 881 16496 11547 4949 364 364 23749 23749 116047 116047 417 104 313 59271 41490 17781 3729 3729 5671 5671 1365 1365 1840 1288 552 4474 3132 1342 GRANTEE SUPPORT 23729 23729 TECHNOLOGY EXPENSE 13100 6550 6550 PARKING 5866 587 5279 TRAINING EXPENSE 2595 2595 13055 3408 9647 4600641 4339360 261281 0 21545 23033 3256498 0 568686 515145 154601 100436 56005 54165 117459273 98386100 121362007 98978443 10607 15017 0 125000 10607 140017 X 121351400 98838426 121351400 98838426 121362007 98978443 X -2507461 -20505513 500000 X 0 0 0 X X 12 ALVERNO COLLEGE 390806263 2 0 39044 0 BOYS AND GIRLS CLUB 390806292 7 0 95000 0 BOYS AND GIRLS CLUB OF DANE CO 391925617 7 0 587500 0 FIRST STAGE CHILDREN'S THEATER 391634828 10 0 5200 0 MARQUETTE UNIVERSITY 390806251 2 0 1198631 0 MOUNT MARY UNIVERSITY 390806154 2 0 1154666 0 NATIVITY JESUIT ACADEMY 391741141 2 0 240000 0 PEARLS FOR TEEN GIRLS 391997970 7 0 80000 0 SILVER SPRING NEIGHBORHOOD CENTER 390966281 7 0 5000 0 URBAN ECOLOGY CENTER 391712663 7 0 325000 0 UW-MILWAUKEE 391805963 2 0 151455 0 MILWAUKEE YOUTH SYMPHONY ORCHESTRA 390973594 7 0 155000 0 12 4036496 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 PART IV, SECTION A, LINE 1 THE CORPORATION IS ORGANIZED AND SHALL AT ALL TIMES BE OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO CARRY OUT THE PURPOSES OF, OR TO PERFORM THE FUNCTIONS OF ONE OR MORE OF THE FOLLOWING ORGANIZATIONS (HEREINAFTER COLLECTIVELY REFERRED TO AS, THE "SUPPORTED ORGANIZATIONS"): (A) EXEMPT ORGANIZATIONS DESCRIBED IN I.R.C. 170(B)(1)(A)(II) AND WHICH HAVE THEIR PRINCIPAL PLACE OF INSTRUCTION IN SOUTHEASTERN WISCONSIN (DEFINED FOR PURPOSES OF THESE ARTICLES OF INCORPORATION TO BE COMPRISED OF THE FOLLOWING 11 COUNTIES: COLUMBIA, DANE, DODGE, JEFFERSON, KENOSHA, MILWAUKEE, RACINE, ROCK, SHEBOYGAN, WASHINGTON, AND WAUKESHA). (B) EXEMPT ORGANIZATIONS DESCRIBED IN I.R.C. 509(A)(1) & (2) AND WHICH ARE ORGANIZED AND OPERATED FOR THE PURPOSE OF PROVIDING AND/OR IMPROVING EDUCATIONAL OPPORTUNITIES FOR CHILDREN AND YOUTH IN SOUTHEASTERN WISCONSIN. (C) EXEMPT ORGANIZATIONS DESCRIBED IN I.R.C. 170(B)(1)(A)(VI) AND WHICH (I) ARE ORGANIZED UNDER WISCONSIN LAW, (II) IDENTIFY THEMSELVES BY NAME AS WISCONSIN REGIONAL COMMUNITY FOUNDATIONS, AND (III)HAVE THEIR PRINCIPAL PLACE OF OPERATIONS LOCATED IN SOUTHEASTERN WISCONSIN. PART IV, SECTION B, LINE 2 THE ORGANIZATIONS SUPPORTED BY THE FOUNDATION ARE DESIGNATED BY CLASS IN THE MANNER DESCRIBED IN THE RESPONSE TO PART IV, LINE 1. PURSUANT TO THE BYLAWS OF THE FOUNDATION, FOUR ORGANIZATIONS DEEMED REPRESENTATIVE OF THE SUPPORTED CLASS ARE AUTHORIZED TO APPOINT A MAJORITY OF PERSONS SERVING AS THE FOUNDATION'S BOARD OF DIRECTORS. THE CLASS TO WHICH THE FOUNDATION MAKES DISTRIBUTIONS IS NOT LIMITED TO THE APPOINT ENTITIES BUT IS LIMITED TO THOSE ORGANIZATIONS WITHIN THE CLASS PREVIOUSLY APPROVED BY THE INTERNAL REVENUE SERVICE. 154601 100436 54165 54165 1 ALVERNO COLLEGE P O BOX 343922 MILWAUKEE WI 532343922 390806263 501C3 39044 0 NEW SCHOOL PROGRAM BOYS AND GIRLS CLUB OF DANE COUNTY 2001 TAFT ST MADISON WI 53713 391925617 501C3 587500 0 AVID TOPS PROGRAM BOYS AND GIRLS CLUB OF GREATER MILWAUKEE 1558 N 6TH ST MILWAUKEE WI 53212 390806292 501C3 95000 0 SPONSOR-A-SCHOLAR SUPPORT FIRST STAGE CHILDREN'S THEATER 325 W WALNUT ST MILWAUKEE WI 53212 391634828 501C3 5200 0 CHILDREN'S THEATER MARQUETTE UNIVERSITY 1442 W WISCONSIN AVE MILWAUKEE WI 53233 390806251 501C3 1198631 0 SCHOLARSHIPS MILWAUKEE YOUTH SYMPHONY ORCHESTRA 325 W WALNUT ST MILWAUKEE WI 53212 390973594 501C3 155000 0 YOUTH MUSIC PROGRAM MOUNT MARY UNIVERSITY 2900 MENOMONEE RIVER PKWY MILWAUKEE WI 532224597 390806154 501C3 1154666 0 SCHOLARSHIPS NATIVITY JESUIT ACADEMY 1515 S 29TH ST MILWAUKEE WI 53215 391741141 501C3 240000 0 OPERATIONAL SUPPORT PEARLS FOR TEEN GIRLS 2100 N PALMER ST MILWAUKEE WI 53212 391997970 501C3 80000 0 OPERATIONAL SUPPORT, PROGRAMMING EVALUATION SILVER SPRING NEIGHBORHOOD CENTER 5460 N 64TH ST MILWAUKEE WI 53218 390966281 501C3 5000 0 OPERATIONAL SUPPORT UNIVERSITY OF WISCONSIN - MILWAUKEE P O BOX 413 MILWAUKEE WI 53201 391805963 501C3 151455 0 MKE SCHOLARS-SCHOLARSHIPS URBAN ECOLOGY CENTER 1500 E PARK PL MILWAUKEE WI 53211 391712663 501C3 325000 0 OPERATIONAL SUPPORT 12 12 PART I, LINE 2: REGULAR ASSESSMENT OF 990 AND TAX ID. UTILIZATION OF A DUE DILIGENCE AND ANNUAL REPORTING PROCESS TO ENSURE GRANT GOALS ARE MET. X X 0 0 0 0 0 0 0 0 0 TINA M QUEALY EXECUTIVE DIRECTOR 164308 0 0 0 0 0 8215 0 0 0 172523 0 0 0 JOHN P BURKE STOCK TRUST DISQUALIFIED PERSON CONTRIBUTION, RECEIVED OVER TIME X 1000798 515145 0 1 1 515145 PART II - NOTE RECEIVABLE FROM DISQUALIFIED PERSONS THE NOTE RECEIVABLE REPORTED ON LINE 6 OF PART X OF FORM 990 AND PART II OF SCHEDULE L IS A PROMISSORY NOTE TRANSFERRED FROM A DISQUALIFIED PERSON. THE LOAN IS ESSENTIALLY A CONTRIBUTION TO THE ORGANIZATION THAT WILL BE RECEIVED OVER TIME. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS KATHLEEN BURKE, MARY BURKE, AND MICHELE DEUBEL ARE SIBLINGS. FORM 990, PART VI, SECTION A, LINE 8B THE ACTIVITIES OF SUBCOMMITTEES ARE DOCUMENTED AT MEETINGS OF THE LARGER BOARD. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS REVIEWED BY THE BOARD OF DIRECTORS BEFORE SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST AND ANNUALLY SIGN AN AGREEMENT TO COMPLY WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15A WHEN DETERMINING COMPENSATION FOR THE EXECUTIVE DIRECTOR, THE BOARD HAS CONSIDERED PERFORMANCE, COMPENSATION FOR COMPARABLE POSITIONS, AND FEEDBACK FROM THE COMMUNITY. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: RETURN OF GRANT PAYMENT 500,000. ALVERNO COLLEGE P O BOX 343922 MILWAUKEE WI 532343922 390806263 NEW SCHOOL PROGRAM WI 501C3 LINE 2 0 BOYS AND GIRLS CLUB OF DANE CO 2001 TAFT ST MADISON WI 53713 391925617 AVID TOPS PROGRAM WI 501C3 LINE 7 0 BOYS AND GIRLS CLUB OF GREATER MILWAUKEE 1558 N 6TH ST MILWAUKEE WI 53212 390806292 SPONSOR-A-SCHOLAR SUPPORT WI 501C3 LINE 7 0 FIRST STAGE CHILDREN'S THEATER 325 W WALNUT ST MILWAUKEE WI 53212 391634828 CHILDREN'S THEATER WI 501C3 LINE 10 0 MARQUETTE UNIVERSITY 1442 W WISCONSIN AVE MILWAUKEE WI 53233 390806251 SCHOLARSHIPS WI 501C3 LINE 2 0 MILWAUKEE YOUTH SYMPHONY ORCHESTRA 325 W WALNUT ST MILWAUKEE WI 53212 390973594 YOUTH MUSIC PROGRAM WI 501C3 LINE 7 0 MOUNT MARY UNIVERSITY 2900 MENOMONEE RIVER PKWY MILWAUKEE WI 532224597 390806154 SCHOLARSHIPS WI 501C3 LINE 2 0 NATIVITY JESUIT ACADEMY 1515 S 29TH ST MILWAUKEE WI 53215 391741141 OPERATIONAL SUPPORT WI 501C3 LINE 2 0 PEARLS FOR TEEN GIRLS 2100 N PALMER ST MILWAUKEE WI 53212 391997970 OPERATIONAL SUPPORT, PROGRAMMING EVALUATION WI 501C3 LINE 7 0 SILVER SPRING NEIGHBORHOOD CENTER 5460 N 64TH ST MILWAUKEE WI 53218 390966281 OPERATIONAL SUPPORT WI 501C3 LINE 7 0 URBAN ECOLOGY CENTER 1500 E PARK PL MILWAUKEE WI 53211 391712663 OPERATIONAL SUPPORT WI 501C3 LINE 7 0 UW-MILWAUKEE PO BOX 413 MILWAUKEE WI 53201 391805963 MKE SCHOLARS SCHOLARSHIPS WI 501C3 LINE 2 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALVERNO COLLEGE B 39044 BOYS AND GIRLS CLUB OF DANE COUNTY B 587500 BOYS AND GIRLS CLUB OF GREATER MILWAUKEE B 95000 FIRST STAGE CHILDREN'S THEATER B 5200 MARQUETTE UNIVERSITY B 1198631 MILWAUKEE YOUTH SYMPHONY ORCHESTRA B 155000 MOUNT MARY UNIVERSITY B 1154666 NATIVITY JESUIT ACADEMY B 240000 PEARLS FOR TEEN GIRLS B 80000 SILVER SPRING NEIGHBORHOOD CENTER B 5000 UNIVERSITY OF WISCONSIN - MILWAUKEE B 151455 URBAN ECOLOGY CENTER B 325000