Burke Family Foundation in Scottsdale, Arizona (AZ)

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Burke Family Foundation
Employer Identification Number (EIN)860834201
Name of OrganizationBurke Family Foundation
Address7114 E Stetson Dr Ste 400, Scottsdale, AZ 85251-3252
ActivitiesDescribed in section 170(b)1)(a)(vi) of the Code, Other youth organization or activities
SubsectionCharitable Organization
Ruling Date09/1996
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period06/2013
Assets$100,000 to $499,999
Income$25,000 to $99,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$263,158
Amount of Income$57,477
Form 990 Revenue Amount$32,325
National Taxonomy of Exempt Entities (NTEE)Human Services - Multipurpose and Other: Children's, Youth Services


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Amount of income in 2013: $57,477 (it was $179,587 in 2012)
Burke Family Foundation: 

 $57,477
Other organizations performing similar types of work: 

 $87,848

Assets in 2013: $263,158 (it was $281,380 in 2012)
This organization: 

 $263,158
Other organizations performing similar types of work: 

 $32,434

Expenses in 2013: $75,699
This organization: 

 $75,699
Other organizations performing similar types of work: 

 $79,179

Income to expenses ratio in 2013: 0.8
Burke Family Foundation: 

 0.8
Other organizations performing similar types of work: 

 0.9

Grants share in income in 2013: 91.3%
Burke Family Foundation: 

 91.3%
Other organizations performing similar types of work: 

 84.2%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

Analysis of Revenue and Expenses (for 2013)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$57,477$4,977$0
Contributions, gifts, grants, etc., received$52,500
Interest on savings and temporary cash investments$0
Dividends and interest from securities$3,108
Gross rents$0
Gross sales price for all assets$1,869
Gross profit from sales of goods$0
Other income$0
Other$1,869
Total expenses and disbursements$75,699$0$0$74,499
Compensation of officers, directors, trustees, etc.$0
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$0
Interest$0
Depreciation$0
Occupancy$0
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$1,399$0$199
Contributions, gifts, grants paid$74,300
Excess of revenue over expenses and disbursements$-18,222
Net investment income$4,977
Adjusted net income$0
Balance Sheets
201120122013
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$282,959$281,380$293,476$263,158$296,738
Cash - non-interest-bearing$30,969$21,825
Investments-U.S. and state government obligations$0$0
Investments-corporate stock$0$0
Investments-corporate bonds$0$0
Investments-mortgage loans$0$0
Investments-other$250,411$241,333
Other assets$0$0
Total liabilities$0$1$1
Mortgages and other notes payable$0$0
Other liabilities$0$0
Total liabilities and net assets/fund balances$281,380$263,158
Capital Gains and Losses for Tax on Investment Income
201120122013
Capital gain net income$14,519$1,869
Net capital loss$0$0
Excise Tax Based on Investment Income
201120122013
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNo
Tax based on investment income$562$50
Total credits and payments$1,200$626
Current year estimated tax payments and previous year's overpayment credited to current year$0$626
Exempt foreign organizations-tax withheld at source$0$0
Tax paid with application for extension of time to file (Form 8868)$1,200$0
Backup withholding erroneously withheld$0$0
Any penalty for underpayment of estimated tax$12$0
Tax due$0$0
Overpayment$626$576
Amount to be credited to next year's estimated tax$626$576
Statements Regarding Activities
201120122013
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?NoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?NoNo
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?NoNo
Has the foundation filed a tax return on Form 990-T for this year?NoNo
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?YesYes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?NoNo
Did any persons become substantial contributors during the tax year?NoNo
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?NoNo
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?YesYes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041NoNo
Statements Regarding Activities for Which Form 4720 May Be Required
201120122013
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?NoNo
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNo
Agree to pay money or property to a government official?NoNo
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?NoNo
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?NoNo
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNo
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?NoNo
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNo
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?NoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNo
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?NoNo
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?NoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNo
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?NoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNo
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?NoNo
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
Minimum Investment Return
201120122013
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$284,826$264,485
Net value of noncharitable-use assets$280,554$260,518
Minimum investment return$14,028$13,026
Distributable Amount
201120122013
Distributable amount$13,466$12,976
Undistributed Income
201120122013
Distributable amount for this year$13,466$12,976
Undistributed income for this year. This amount must be distributed in the next year$0$0
Private Operating Foundations (for 2010 - 2013)
2013201220112010Total
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
Supplementary Information (for 2013)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2013)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$0$0
Dividends and interest from securities$3,108$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
CashNo
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Youth Services Of Glenview- Northbrook3080 W Lake Ave, Glenview, IL 60026-1210IL1982-08$1,259,095
2Mask Mothers Awareness On School Age Kids23875 N 91st Street, Scottsdale, AZ 85255AZ2008-10$408,030
3Youth And Families First5540 W Glendale Aveb106, Glendale, AZ 85301-2550AZ2009-05$293,863
4Hope Village IncPo Box 13256, Scottsdale, AZ 85267AZ2006-05$231,936
5Si Se Puede FoundationPO BOX 1929, Chandler, AZ 85244-1929AZ2000-02$194,051
6Stepping Stones Of Hope4000 North 7th Street, Phoenix, AZ 85014-4794AZ2003-02$169,775
7Yavapai Casa For Kids IncPo Box 12457, Prescott, AZ 86304AZ2003-09$55,882
8Tucson Police Officers Charitable Foundation Inc3849 E Broadway Blvd Ste 320, Tucson, AZ 85716-5407AZ2003-08$39,782
9Girls Rule Foundation Inc4340 E Indian School Rd, Phoenix, AZ 85018-5360AZ2013-01$18,003
10Happy Acres Childrens Home24500 N 72nd Ave, Peoria, AZ 85383-3231AZ2013-11$6,698
11Fred S Bikes Inc16742 E Parkview Ave Suite 2, Fountain Hills, AZ 85268AZ2011-05$2,500
12Karas Kids Incorporated8016 E El Toro Cir 103, Tucson, AZ 85715AZ2012-11$1,564
13Joyful Deeds Foundation1945 E Road 2 South, Chino Valley, AZ 86323AZ2009-02$1,230
14Ace Foundation13262 East Paradise Drive, Scottsdale, AZ 85259AZ2012-08$0
15Alert Recall Inc4030 W Beverly Lane, Phoenix, AZ 85053AZ2006-12$0
16Angel To Angel NetworkPO BOX 291, Dragoon, AZ 85609-0291AZ2006-06$0
17Angels Hearth Foundation650 N Hayden Dr, Tucson, AZ 85710-2475AZ2002-05$0
18Arizona Foundation For Social Justice Children And Youth ServicePobox 360, Maricopa, AZ 85139AZ2010-03$0
19Arizona Project Challenge Parentsassociation34522 N Scottsdale Rd Ste D8 601, Scottsdale, AZ 85262AZ1999-08$0
20Atc Life Builders IncPo Box 19000, Tucson, AZ 85731AZ2006-06$0
Number of organizations performing similar types of work
Alaska11
Alabama118
Arkansas61
Arizona100
California774
Colorado118
Connecticut53
District of Columbia50
Delaware17
Florida453
Georgia346
Hawaii18
Iowa29
Idaho18
Illinois226
Indiana96
Kansas42
Kentucky67
Louisiana114
Massachusetts100
Maryland163
Maine19
Michigan191
Minnesota92
Missouri108
Mississippi75
Montana16
North Carolina226
North Dakota10
Nebraska27
New Hampshire29
New Jersey151
New Mexico29
Nevada45
New York289
Ohio181
Oklahoma55
Oregon76
Pennsylvania200
Rhode Island9
South Carolina97
South Dakota13
Tennessee105
Texas477
Utah46
Virginia129
Vermont10
Washington102
Wisconsin72
West Virginia19
Wyoming11
International26
Total5,909

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