2024-10-24T08:11:53-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 843082035 Bob & Felicia Burger Family Foundation % Foundation Source BOB& 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 ROBERT BURGER PRESIDENT 8008391754 2024-10-18 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-10-15 13:58:12Z X 1940690 X 100000 187 187 38418 38418 14884 651087 125123 2572 156061 163728 0 8860 8860 1956 8649 8649 19465 8860 8649 105500 105500 124965 8860 114149 31096 154868 30918 234740 234740 1576171 1603197 1705950 1607089 1837937 1940690 0 0 X 1607089 1837937 1607089 1837937 1607089 1837937 1607089 31096 199752 1837937 1837937 Publicly-traded Securities 651087 525964 125123 125123 125123 2153 2153 2153 1500 0 800 16 2316 X 0 163 163 false false false false false false false true true DE true false false false false true Foundation Source 8008391754 55 WALLS DRIVE FL 3 Fairfield CT 06824 false false false false false false false false false false false false false false false false false false false false false Felicia Burger Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 Robert R Burger Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Sec, Treas 1.0 0 0 0 1622273 174051 0 1796324 0 1796324 26945 1769379 88469 88469 2153 2153 86316 86316 86316 114149 0 0 0 0 114149 86316 2021 2020 2019 90412 35995 32440 158847 114149 86316 27833 186680 0 186680 90412 35995 32440 27833 Felicia Burger Robert R Burger X 40 DAYS FOR LIFE 4112 E 29TH ST BRYAN TX 77802 N/A PC General & Unrestricted 500 ALL GODS CHILDREN INTERNATIONAL 1400 NE 136TH AVE STE 201 VANCOUVER WA 98684 N/A PC General & Unrestricted 500 ARA PARSEGHIAN MEDICAL RESEARCH FOUNDATION 5050 N VIA DE LA GRANJA TUCSON AZ 85718 N/A PC General & Unrestricted 250 ARCHDIOCESE OF CINCINNATI 100 EAST 8TH ST CINCINNATI OH 45202 N/A PC Mission Office 500 ARCHDIOCESE OF CINCINNATI 100 EAST 8TH ST CINCINNATI OH 45202 N/A PC Catholic Ministries Appeal Parish 1413 500 BAYLEY SENIOR CARE 990 BAYLEY DR CINCINNATI OH 45233 N/A PC General & Unrestricted 50 CARDINAL NEWMAN SOCIETY FOR THE PRESERVATION OF CA PO BOX 1879 MERRIFIELD VA 22116 N/A PC General & Unrestricted 500 CATHOLIC RELIEF SERVICES INC 228 W LEXINGTON ST BALTIMORE MD 21201 N/A PC General & Unrestricted 2000 CATHOLICS UNITED FOR THE POOR PO BOX 14548 CINCINNATI OH 45250 N/A PC General & Unrestricted 500 CHRISTENDOM EDUCATIONAL CORPORATION 134 CHRISTENDOM DR FRONT ROYAL VA 22630 N/A PC General & Unrestricted 500 CINCINNATI RIGHT TO LIFE EDUCATION FOUNDATION 1802 W GALBRAITH RD CINCINNATI OH 45239 N/A PC To the greatest need 25000 CINCINNATI RIGHT TO LIFE EDUCATION FOUNDATION 1802 W GALBRAITH RD CINCINNATI OH 45239 N/A PC Hearbeats for Life 5k Run/Walk 2023 1000 CINCINNATI RIGHT TO LIFE EDUCATION FOUNDATION 1802 W GALBRAITH RD CINCINNATI OH 45239 N/A PC General & Unrestricted 200 CISE 100 EAST EIGHT ST CINCINNATI OH 45202 N/A PC General & Unrestricted 500 COMBONI MISSIONARIES OF THE HEART OF JESUS INC 1318 NAGEL RD CINCINNATI OH 45255 N/A PC General & Unrestricted 500 CONGREGATION OF HOLY CROSS UNITED STATES PROVINCE PO BOX 1064 NOTRE DAME IN 46556 N/A PC Golden Treasury of Holy Cross prayer and Memorial Mass 200 CONGREGATION OF HOLY CROSS UNITED STATES PROVINCE PO BOX 1064 NOTRE DAME IN 46556 N/A PC General & Unrestricted 700 COUPLE TO COUPLE LEAGUE INTERNATIONAL INC 5440 MOELLER AVE STE 149 CINCINNATI OH 45212 N/A PC General & Unrestricted 300 DE PAUL CRISTO REY HIGH SCHOOL 3440 CENTRAL PKWY CINCINNATI OH 45225 N/A PC General & Unrestricted 1000 DELTA GAMMA FOUNDATION DELTA GAMMA FRATERNITY- ALPHA TAU INDIANAPOLIS IN 46208 N/A PC General & Unrestricted 100 ELDER HIGH SCHOOL 3900 VINCENT AVE CINCINNATI OH 45205 N/A PC General & Unrestricted 100 FAMILY RESEARCH COUNCIL INC 801 G ST NW WASHINGTON DC 20001 N/A PC General & Unrestricted 500 FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS PO BOX 17408 DENVER CO 80217 N/A PC General & Unrestricted 500 FOCUS ON THE FAMILY 8605 EXPLORER DR COLORADO SPRINGS CO 80920 N/A PC Unexpected Choice in support of Focus' efforts to change hearts and minds regarding the sanctity of every human life 500 FRIARS CLUB INC 4300 VINE ST CINCINNATI OH 45217 N/A PC General & Unrestricted 500 GOOD SAMARITAN HOSPITAL FOUNDATION OF CINCINNATI 625 EDEN PARK DRIVE 7TH FL CINCINNATI OH 45202 N/A PC Good Samaritan Hospital Free Health Center 100 GOOD SAMARITAN HOSPITAL FOUNDATION OF CINCINNATI 625 EDEN PARK DRIVE 7TH FL CINCINNATI OH 45202 N/A PC Dr Mark Snyder Musculoskeletal Research Fund 2000 GOOD SAMARITAN HOSPITAL FOUNDATION OF CINCINNATI 625 EDEN PARK DRIVE 7TH FL CINCINNATI OH 45202 N/A PC Good Samaritan Hospital Free Health Center 250 HOLY FAMILY SCHOOL OF FAITH 13240 CRAIG ST OVERLAND PARK KS 66213 N/A PC Holy Family School of Faith in the Archdiocese of Cincinnati 5000 HOME MISSIONERS OF AMERICA 4119 GLENMARY TRACE FAIRFIELD OH 45014 N/A PC General & Unrestricted 300 HOPE FOR KABINGO INC PO BOX 54744 CINCINNATI OH 45254 N/A PC Seeds of Hope campaign 1000 HOSPICE OF CINCINNATI INCORPORATED 625 EDEN PARK DRIVE 7TH FL CINCINNATI OH 45202 N/A PC General & Unrestricted 50 HOSPICE OF CINCINNATI INCORPORATED 625 EDEN PARK DRIVE 7TH FL CINCINNATI OH 45202 N/A PC In memory of Virginia Bonomini 50 INDIANA UNIVERSITY FOUNDATION PO BOX 6460 INDIANAPOLIS IN 46206 N/A PC IU School of Nursing 200 KAREN CARNS FOUNDATION 4600 N MASON MONTGOMERY RD MASON OH 45040 N/A PC GENERAL SUPPORT - TOM CARNS DISCRETIONARY FUND 1000 LA SALLE HIGH SCHOOL 3091 N BEND ROAD CINCINNATI OH 45239 N/A PC Lancers Helping Lancers Scholarship Fund 5000 LA SALLE HIGH SCHOOL 3091 N BEND ROAD CINCINNATI OH 45239 N/A PC Tom Doerger Scholarship Fund & Campus Ministry 1100 LA SALLE HIGH SCHOOL 3091 N BEND ROAD CINCINNATI OH 45239 N/A PC Campus Ministry 100 LA SALLE HIGH SCHOOL 3091 N BEND ROAD CINCINNATI OH 45239 N/A PC Don & Rose Mary Ruberg Scholarship Fund & Campus Ministry (MEMORIAL MASS FOR ROSE MARY RUBERG) 200 LIFE FORWARD PREGNANCY CARE OF CINCINNATI INC 2415 AUBURN AVE CINCINNATI OH 45219 N/A PC General & Unrestricted 500 LIFE ISSUES INSTITUTE PO BOX 785 FLORENCE KY 41022 N/A PC General & Unrestricted 500 MAGNIFIED GIVING 9940 READING RD EVENDALE OH 45241 N/A PC General & Unrestricted 500 MATTHEW 25 MINISTRIES INC 11060 KENWOOD RD BLUE ASH OH 45242 N/A PC General & Unrestricted 500 MERCY MCAULEY HIGH SCHOOL 6000 OAKWOOD AVE CINCINNATI OH 45224 N/A PC General & Unrestricted 500 MOUNT ST JOSEPH UNIVERSITY 5701 DELHI RD CINCINNATI OH 45233 N/A PC Dr. Janet Nelson Wray Scholarship Fund 200 MT ST MARY SEMINARY OF THE WEST ATHENAEUM OF OHIO 6616 BEECHMONT AVE CINCINNATI OH 45230 N/A PC General & Unrestricted 10000 NATIONAL FOOTBALL FOUNDATION & COLLEGE HALL OF FAM 3573 WOODLAND DR HILLIARD OH 43026 N/A PC National Scholar-Athlete Alumni Association 750 NET MINISTRIES 110 CRUSADER AVE W WEST ST PAUL MN 55118 N/A PC Charitable Event 1000 ORTHOALLIANCE EMPLOYEE ASSISTANCE FOUNDATION 50 E BUSINESS WAY 200 CINCINNATI OH 45241 N/A PC General & Unrestricted 5000 OUR DAILY BREAD 1730 RACE ST CINCINNATI OH 45202 N/A PC General & Unrestricted 500 OUR LADY OF THE HOLY SPIRIT CENTER 5440 MOELLER AVE NORWOOD OH 45212 N/A PC General & Unrestricted 500 PINK RIBBON GOOD INC 350 HULS DR ENGLEWOOD OH 45315 N/A PC Charitable Event 500 PREGNANCY CENTER WEST INC 2859 BOUDINOT AVE STE 320 CINCINNATI OH 45238 N/A PC Charitable Event 500 PREGNANCY CENTER WEST INC 2859 BOUDINOT AVE STE 320 CINCINNATI OH 45238 N/A PC General & Unrestricted 100 RUAH WOODS 6675 WESSELMAN RD CINCINNATI OH 45248 N/A PC support of the Ruah Woods 2023 Annual Banquet 1000 SACRED HEART RADIO INC 100 E 8TH ST CINCINNATI OH 45202 N/A PC Part of the fundraising effort for December 6 1000 SAINT JOHN INSTITUTE 4775 S PEARL ST ENGLEWOOD CO 80113 N/A PC General & Unrestricted 5000 SANTA MARIA COMMUNITY SERVICES 617 STEINER ST CINCINNATI OH 45204 N/A PC General & Unrestricted 300 SISTERS OF NOTRE DAME DENAMUR OHIO PROVINCE CHARIT 701 E COLUMBIA AVE CINCINNATI OH 45215 N/A PC General & Unrestricted 500 SOCIETY OF ST PHILIP NERI 123 E 13TH ST CINCINNATI OH 45202 N/A PC General & Unrestricted 500 SOCIETY OF ST VINCENT DEPAUL PARTICULAR COUNCIL OF 1125 BANK ST CINCINNATI OH 45214 N/A PC General & Unrestricted 500 SPREAD THE FAITH INC 2301 WESTWAY CIR AUSTIN TX 78704 N/A PC national conference in Cincinnati FOR EVANGELIZATION 10000 ST IGNATIUS OF LOYOLA CATHOLIC CHURCH 5222 N BEND RD CINCINNATI OH 45247 N/A PC General & Unrestricted 100 ST IGNATIUS OF LOYOLA CATHOLIC CHURCH 5222 N BEND RD CINCINNATI OH 45247 N/A PC Easter Gift Fund 2500 ST IGNATIUS OF LOYOLA CATHOLIC CHURCH 5222 N BEND RD CINCINNATI OH 45247 N/A PC St. Peter Upendo Church in Kenya & St. Ignatius memorial Masses be said for Mary Pat Hendy and Frank Janson 300 ST LEO THE GREAT CHURCH 2573 SAINT LEO PL CINCINNATI OH 45225 N/A PC General & Unrestricted 500 ST RITA SCHOOL FOR THE DEAF 1720 GLENDALE MILFORD RD CINCINNATI OH 45215 N/A PC General & Unrestricted 300 TEEPE FAMILY FOUNDATION 574 FORESTEDGE DR CINCINNATI OH 45255 N/A PC General & Unrestricted 500 THE UNIVERSITY OF TENNESSEE FOUNDATION INC 1525 UNIVERSITY AVE KNOXVILLE TN 37921 N/A PC School of Nursing 200 UNIVERSITY OF CINCINNATI FOUNDATION PO BOX 19970 CINCINNATI OH 45219 N/A PC General & Unrestricted 500 UNIVERSITY OF NOTRE DAME DU LAC 511 MAIN BLDG NOTRE DAME IN 46556 N/A PC Notre Dame University Center for Ethics & Culture 1500 XAVIER UNIVERSITY 3800 VICTORY PKWY CINCINNATI OH 45207 N/A PC Xavier One for All Fund; Xavier Golf Program, and Unrestricted Fund 5000 105500 14 187 14 38418 18 14884 Federal Tax Refund 01 2572 56061 56061 false false false false false false false false false false X X 1 Burger Robert and Marilyn 7545 Pickway Dr Cincinnati OH 45233 100000 X Part XII Undistributed Income Part XII Line III Part XII (990-PF) - Undistributed Income The amounts of the excess grants carryover shown in Part XII, Line 3, in respect of the taxable years comprising the "adjustment period", as such term is defined in IRC Section 4942(i)(2), have been corrected in lieu of filing amended returns for such years. The Foundation would not have been subject to any penalties under IRC Section 4942 if the original returns filed for the taxable years comprising the adjustment period had reflected the corrected excess grants carryover amounts. ABBVIE INC 47608 57804 AMERICAN EXPRESS CO 3345 3747 AMERICAN TOWER REIT INC 64579 61310 AMGEN INC 38919 51844 APPLE INC 44708 54679 AUTOMATIC DATA PROCESSING INC 52033 52185 BLACKROCK INC 60483 60885 BROADCOM INC 34182 66975 CHARLES SCHWAB CORP 73428 69694 COMCAST CORP 51295 53585 CROWN CASTLE INTL 84304 66580 EASTMAN CHEMICAL CO 57014 54341 EATON CORP PLC 38886 52740 ELEVANCE HEALTH INC 46628 50457 GOLDMAN SACHS GROUP 49085 56322 HOME DEPOT INC 55503 54062 JOHNSON & JOHNSON 48072 47492 JP MORGAN CHASE 2930 3062 LOCKHEED MARTIN CORP 47393 55295 LOWES COMPANIES INC 52670 50741 MCDONALD'S CORP 46358 53668 MEDTRONIC PLC 58970 49016 MERCK & CO INC 40951 51348 MICROSOFT CORP 49131 63551 NEXTERA ENERGY, INC 58212 50414 PAYCHEX 49097 48359 PROCTER GAMBLE CO 46121 46746 QUALCOMM INC 62159 59443 STARBUCKS CORP COM 56386 50981 TEXAS INSTRUMENTS INC 45084 46706 TRANE TECHNOLOGIES PLC 47038 60243 UNITED PARCEL SERVICE 3492 2673 UNITEDHEALTH GROUP INC 48292 55806 WAL-MART STORES INC 38841 43196 Administrative Fees 8624 8624 State or Local Filing Fees 25 25 Federal Tax Refund 2572 UNDISCLOSED ACCOUNT 199752 Investment Management Services 8860 8860 990-PF Estimated Tax for 2023 1500 990-PF Excise Tax for 2022 440 Back-up withholding 16