2026-03-12T18:48:20+00:00 2025-12-31 440160260 FORVIS MAZARS LLP 820 Massachusetts Ave Suite 1370 Indianapolis IN 46204 990PF 2025-01-01 311809715 Burks Family Foundation Inc CO Keith W Burks BURK 3176948708 300 Neptunes Bight Naples FL 34103 Keith Burks Director 2026-03-13 true Nicole Fishback P01279475 3173834000 2026-05-15 2025 2025-03-06 01:10:19Z X 1526751 X 101797 174 174 39330 39330 67832 876061 67832 0 0 0 0 0 0 209133 107336 0 0 0 0 0 5200 0 0 5200 13758 13758 0 0 0 0 0 0 0 0 0 0 0 0 0 18958 13758 0 5200 248100 248100 267058 13758 0 253300 -57925 93578 0 123681 875 875 157312 157312 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1011514 919083 1368564 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1135195 1077270 1526751 0 0 0 0 0 0 X 1135195 1077270 1135195 1077270 1135195 1077270 1135195 -57925 0 1077270 0 1077270 Doubleline Total Return Bond FD CL I P 2024-01-01 2025-01-24 101131 117238 -16107 0 -16107 Doubleline Total Return Bond FD CL I P 2025-01-01 2025-01-24 47134 54641 -7507 0 -7507 TCW Metwest Total Return Bond Class I P 2024-01-01 2025-01-24 107807 123871 -16064 0 -16064 TCW Metwest Total Return Bond Class I P 2025-01-01 2025-01-24 46654 53606 -6952 0 -6952 Vanguard Scottsdale FDS Interterm Treas P 2025-01-01 2025-01-24 86930 87907 -977 0 -977 Baird Aggregate Bond Fund Instl P 2025-01-01 2025-04-25 39992 39592 400 0 400 Fidelity Total Bond ETF P 2025-01-01 2025-04-25 35213 34946 267 0 267 JP Morgan Exchange Traded FD Core Plus P 2025-01-01 2025-04-25 40058 39711 347 0 347 Vanguard Scottsdale FDS Interterm Treas P 2024-01-01 2025-04-25 40047 39550 497 0 497 Baird Aggregate Bond Fund Instl P 2025-01-01 2025-07-09 59992 59326 666 0 666 Fidelity Internatl Index Fund P 2025-01-01 2025-07-09 20000 17918 2082 0 2082 Ishares Core MSCI Emerging Markets ETF P 2024-01-01 2025-07-09 5101 4217 884 0 884 Ishares Core S&P Mid-Cap ETF P 2025-01-01 2025-07-09 5061 4899 162 0 162 Ishares Core S&P Small-Cap E P 2024-01-01 2025-07-09 5026 4239 787 0 787 Ishares Core S&P 500 ETF P 2024-01-01 2025-07-09 24911 4636 20275 0 20275 Causeway Internatnal Value Instl P 2024-01-01 2025-10-09 19000 12921 6079 0 6079 Ishares Core S&P Mid-Cap ETF P 2024-01-01 2025-10-09 61011 56774 4237 0 4237 Ishares Core S&P Small-Cap E P 2024-01-01 2025-10-09 62018 41113 20905 0 20905 Ishares Core S&P 500 ETF P 2024-01-01 2025-10-09 64915 11125 53790 0 53790 LT Gain Distribution 4061 4061 0 4061 67832 1301 0 1301 1301 1000 0 1000 301 0 false false false false false false false true true IN true false false false false true N/A Keith W Burks 300 Neptunes Bight Naples FL 341033535 false false false false false false false false false false false false false false false false false false false false false Keith W Burks 300 Neptunes Bight Naples FL 341033535 Director 1.00 0 0 0 Tina L Burks 300 Neptunes Bight Naples FL 341033535 Director 1.00 0 0 0 James G Sinclair 5060 Deer Ridge Drive South Carmel IN 460338915 Director 1.00 0 0 0 0 1469938 14472 0 1484410 0 1484410 22266 1462144 73107 73107 1301 1301 71806 71806 71806 253300 0 0 253300 71806 0 2022 2021 0 125761 7190 15467 22439 26747 197604 253300 0 0 0 71806 181494 0 379098 0 0 0 0 0 125761 253337 7190 15467 22439 26747 181494 Keith W Burks Director X Ascension St Vincent Foundation 250 W 96th St 470 Indianapolis IN 46260 NONE PC GENERAL 27100 Mountain Mission School 1760 Edgewater DR Grundy VA 24614 NONE PC GENERAL 15000 Naples Botanical Garden 4820 Bayshore Dr Naples FL 34112 NONE PC GENERAL 2500 Butler University 4600 Sunset Ave Indianapolis IN 46208 NONE PC GENERAL 148000 The Patriot Fund PO Box 293 Mantua NJ 08054 NONE PC GENERAL 3000 Cancer Support Community - Indiana 5150 W 71st St Indianapolis IN 46288 NONE PC GENERAL 5000 Girls Inc of Greater Indianapolis 120 Wall St 18th Floor New York NY 10005 NONE PC GENERAL 1000 Dream Alive Inc 8450 Westfield BLVD Suite 110 Indianapolis IN 46240 NONE PC GENERAL 1000 Indiana Golf Foundation PO Box 516 Franklin IN 46131 NONE PC GENERAL 5000 Gleaners Food Bank 3737 Waldemere Ave Indianapolis IN 46241 NONE PC GENERAL 2000 Brightlane Learning 2815 E 62nd St Suite 200 Indianapolis IN 46220 NONE PC GENERAL 2500 Harry Chapin Food Bank 3940 Prospect Ave 101 Naples FL 34104 NONE PC GENERAL 2000 United Way of Central Indiana 3901 N Meridian St PO Box 88409 Indianapolis IN 46208 NONE PC GENERAL 10000 United Way of Collier County FL 9015 Strada Stell CT 204 Naples FL 34109 NONE PC GENERAL 2500 The Villages of Indiana 2405 N Smith Pike Bloomington IN 47404 NONE PC GENERAL 2500 Wheeler Mission 205 E New York Indianapolis IN 46204 NONE PC GENERAL 2000 Collier Community Fund 1110 Pine Ridge Suite 200 Naples FL 34108 NONE PC GENERAL 1000 Golden Paws Assistance Dogs 3645 Gateway Lane Naples FL 34109 NONE PC GENERAL 1000 IU Foundation PO Box 500 Bloomington IN 47402 NONE PC GENERAL 10000 The First Tee of NaplesCollier 801 Anchor Rode DR Suite 203c Naples FL 34103 NONE PC GENERAL 5000 248100 0 14 174 14 39330 18 67832 0 107336 0 107336 false false false false false false false false false false X X 1 Tina L Burks Charitable Lead Annuity Trust 300 Neptunes Bight Naples FL 34103 95597 X 2 Keith & Tina Burks 300 Neptunes Bight Naples FL 34103 6955 X Accounting Fees 5200 5200 ISHARES CORE S&P 500 125720 463019 DOUBLELINE TOTAL RETURN BOND 0 0 METROPOLITAN WEST TOTAL RETURN 0 0 FIDELITY TOTAL BOND ETF 51498 52394 ISHARES CORE S&P SMALL CAP E 33874 52398 VANGUARD SCOTTSDALE FDS (VCSH) 35912 35879 BAIRD AGGREGATE BOND FUND INSTL 101088 103907 CAUSEWAY INTL VALUE INSTL 43371 61423 PGIM JEN INTL OPPORTUNITIES CL 52660 73582 VANGUARD SCOTTSDALE FDS (VGIT) 70250 71616 Fidelity International Index Fund 120082 142594 IShares Core S&P Mid-Cap ETF 46679 52338 IShares Core MSCI Emerging Markets ETF 48370 65539 JP MORGAN EXCHANGE TRADED FD CORE PLUS 89579 91859 FIDELITY MID CAP INDEX FUND 100000 102016 Other Professional Fees 13758 13758