2024-06-24T10:47:04-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2023-01-01 391828760 THE BURKE FOUNDATION INC BURK 4144775933 320 E BUFFALO ST 600 MILWAUKEE WI 53202 WILLIAM KOMISAR TREASURER 4144775933 2024-06-21 1 WILLIAM KOMISAR 999009999 0 DANIEL L BURZYNSKI P01447096 4144761880 2024-06-21 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z WILLIAM KOMISAR 320 E BUFFALO ST 600 MILWAUKEE WI 53202 23169081 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 2093180 1947580 0 0 2093180 1947580 4036496 4491012 0 0 288873 261364 0 0 0 275272 319109 4600641 5071485 -2507461 -3123905 98978443 108201234 140017 8096 98838426 108193138 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 4786262 4491012 0 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. 4786262 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 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 11 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 1 0 0 1 1 1 1 1 1 1 1 0 X CHRISTOPHER DUE 4144775933 320 E BUFFALO ST ST 600 MILWAUKEE WI 53202 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 95313 9652 ABIOLA KELLER DIRECTOR 1.00 40.00 X 5000 97114 9676 DEANNA TILLISCH DIRECTOR 1.00 0.00 X 5000 0 0 TINA M QUEALY EXECUTIVE DIRECTOR 40.00 0.00 X 125884 0 0 WILLIAM KOMISAR TREASURER 1.00 0.00 X 4000 0 0 159884 192427 19328 1 0 0 0 PRIME BUCHHOLZ AND ASSOCIATES 273 CORPORATE DR PORTSMOUTH NH 03801 INVESTMENT MANAGEMENT FEES 118268 1 2259478 2259478 20909603 21221501 -311898 -311898 -311898 1947580 0 0 1947580 4491012 4491012 159884 122119 37765 81374 56962 24412 4069 2848 1221 16037 11226 4811 855 855 17076 17076 118252 118252 337 84 253 63056 44139 18917 284 284 4469 4469 903 903 1830 1281 549 5269 3688 1581 GRANTEE SUPPORT 36515 36515 FOREIGN TAXES 35550 35550 TECHNOLOGY EXPENSE 12186 6093 6093 PARKING 6234 623 5611 16293 4016 12277 5071485 4786262 285223 0 23033 17909 515145 459409 152683 100367 54165 52316 98386100 107671600 98978443 108201234 15017 8096 125000 0 140017 8096 X 98838426 108193138 98838426 108193138 98978443 108201234 -3123905 12478617 0 X 0 0 0 X X 10 UNITED COMMUNITY CENTER 391146191 7 0 5000 0 BOYS AND GIRLS CLUB 390806292 7 0 80000 0 BOYS AND GIRLS CLUB OF DANE CO 391925617 7 0 550000 0 FIRST STAGE CHILDREN'S THEATER 391634828 10 0 460000 0 MARQUETTE UNIVERSITY 390806251 2 0 1350292 0 MOUNT MARY UNIVERSITY 390806154 2 0 1199475 0 NATIVITY JESUIT ACADEMY 391741141 2 0 220000 0 URBAN ECOLOGY CENTER 391712663 7 0 300000 0 UW-MILWAUKEE 391805963 2 0 196245 0 MILWAUKEE YOUTH SYMPHONY ORCHESTRA 390973594 7 0 130000 0 10 4491012 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. 152683 100367 52316 52316 1 UNITED COMMUNITY CENTER 1028 S 9TH STREET MILWAUKEE WI 53204 391146191 501C3 5000 0 OPERATIONAL SUPPORT BOYS AND GIRLS CLUB OF GREATER MILWAUKEE 1558 N 6TH ST MILWAUKEE WI 53212 390806292 501C3 80000 0 SPONSOR-A-SCHOLAR SUPPORT MILWAUKEE YOUTH SYMPHONY ORCHESTRA 325 W WALNUT ST MILWAUKEE WI 53212 390973594 501C3 130000 0 YOUTH MUSIC PROGRAM UNIVERSITY OF WISCONSIN - MILWAUKEE P O BOX 413 MILWAUKEE WI 53201 391805963 501C3 196245 0 MKE SCHOLARS-SCHOLARSHIPS NATIVITY JESUIT ACADEMY 1515 S 29TH ST MILWAUKEE WI 53215 391741141 501C3 220000 0 OPERATIONAL SUPPORT URBAN ECOLOGY CENTER 1500 E PARK PL MILWAUKEE WI 53211 391712663 501C3 300000 0 OPERATIONAL SUPPORT FIRST STAGE CHILDREN'S THEATER 325 W WALNUT ST MILWAUKEE WI 53212 391634828 501C3 460000 0 CHILDREN'S THEATER BOYS AND GIRLS CLUB OF DANE COUNTY 2001 TAFT ST MADISON WI 53713 391925617 501C3 550000 0 AVID TOPS PROGRAM MOUNT MARY UNIVERSITY 2900 MENOMONEE RIVER PKWY MILWAUKEE WI 53222 390806154 501C3 1199475 0 SCHOLARSHIPS MARQUETTE UNIVERSITY 1442 W WISCONSIN AVE MILWAUKEE WI 53233 390806251 501C3 1350292 0 SCHOLARSHIPS 10 10 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. JOHN P BURKE STOCK TRUST DISQUALIFIED PERSON CONTRIBUTION, RECEIVED OVER TIME X 1000798 459409 0 1 1 459409 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 B, LINE 11B FORM 990 WAS REVIEWED BY THE BOARD OF DIRECTORS BEFORE FILING WITH THE IRS. 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 15 WHEN DETERMINING COMPENSATION FOR THE EXECUTIVE DIRECTOR, THE BOARD HAS CONSIDERED PERFORMANCE, COMPENSATION FOR COMPARABLE POSITIONS, AND FEEDBACK FROM THE COMMUNITY. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC DOCUMENTS ARE AVAILABLE UPON REQUEST. 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 53222 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 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 UNITED COMMUNITY CENTER 1028 S 9TH STREET MILWAUKEE WI 53204 391146191 OPERATIONAL SUPPORT WI 501C3 LINE 7 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 UNITED COMMUNITY CENTER B 5000 BOYS AND GIRLS CLUB OF GREATER MILWAUKEE B 80000 MILWAUKEE YOUTH SYMPHONY ORCHESTRA B 130000 UNIVERSITY OF WISCONSIN - MILWAUKEE B 196245 NATIVITY JESUIT ACADEMY B 220000 URBAN ECOLOGY CENTER B 300000 FIRST STAGE CHILDREN'S THEATER B 460000 BOYS AND GIRLS CLUB OF DANE COUNTY B 550000 MOUNT MARY UNIVERSITY B 1199475 MARQUETTE UNIVERSITY B 1350292