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Nonprofit · EIN 45-5592432

BURKE FAMILY FOUNDATION

Tax-exempt · AMES, IA 50010

Financials

$428K$1M2023$827K$297K2024$413K$262K2025
Revenue Expenses · by fiscal year end
Financials of BURKE FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2026990-PF$412,975$262,043$150,932$5,239,004$570,000$4,669,004
March 31, 2025990-PF$827,255$297,317$529,938$5,498,072$980,000$4,518,072
March 31, 2024990-PF$428,298$1,010,180-$581,882$5,343,136$1,355,000$3,988,136
Financial details: 990-PF for the year ended March 31, 2026

Revenue

Dividends
$159,581
Net gain from sales of assets
$253,394

Expenses

Grants and similar amounts paid
$202,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$621,718
Excise tax on investment income
$5,132

Balance sheet and other

Total assets, start of year
$5,498,072
Total assets, end of year
$5,239,004
Total liabilities, end of year
$570,000
Net assets, end of year
$4,669,004
Fair market value of assets
$8,057,463
Qualifying distributions
$621,718
Net investment income
$403,116

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended March 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
KATHLEEN A BURKE
P O BOX 723, AMES, IA 50010
PRESIDENT/EXEC DIR1.25$0
KRISTINE A HOLMES
P O BOX 304, NEVADA, IA 50201
TREASURER0.5$0
THOMAS R BURKE
5090 RIVER RIDGE RD, AMES, IA 50014
VICE PRESIDENT0.5$0
KAREN A BURIANEK
P O BOX 865, AMES, IA 50010
SECRETARY0.5$0
WILLIAM J BURKE JR
P O BOX 1036, AMES, IA 50014
DIRECTOR0.5$0
990-PF for the year ended March 31, 2025: 5 people
NameTitleHours / weekCompensation
KATHLEEN A BURKE
P O BOX 723, AMES, IA 50010
PRESIDENT/EXEC DIR1.25$0
KRISTINE A HOLMES
P O BOX 304, NEVADA, IA 50201
TREASURER0.5$0
THOMAS R BURKE
5090 RIVER RIDGE RD, AMES, IA 50014
VICE PRESIDENT0.5$0
KAREN A BURIANEK
P O BOX 865, AMES, IA 50010
SECRETARY0.5$0
WILLIAM J BURKE JR
P O BOX 1036, AMES, IA 50014
DIRECTOR0.5$0
990-PF for the year ended March 31, 2024: 5 people
NameTitleHours / weekCompensation
KATHLEEN A BURKE
P O BOX 723, AMES, IA 50010
PRESIDENT/EXEC DIR1.25$0
KRISTINE A HOLMES
P O BOX 304, NEVADA, IA 50201
TREASURER0.5$0
THOMAS R BURKE
5090 RIVER RIDGE RD, AMES, IA 50014
VICE PRESIDENT0.5$0
KAREN A BURIANEK
P O BOX 865, AMES, IA 50010
SECRETARY0.5$0
WILLIAM J BURKE JR
P O BOX 1036, AMES, IA 50014
DIRECTOR0.5$0

Address and contacts

Address (IRS master file)
PO BOX 723, AMES, IA 50010-0723
In care of
% KATHLEEN BURKE
Signed the 990-PF
THOMAS R BURKE, VICE PRESIDENT
Phone
(515) 232-0361
Return prepared by
COMMERCE TRUST

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026990-PF on file
2024March 31, 2025August 15, 2025990-PF on file
2023March 31, 2024August 15, 2024990-PF on file

IRS record

EIN
45-5592432
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2013
Accounting year ends
March
Files
Form 990-PF
Assets (IRS master file)
$5,239,004
Income (IRS master file)
$1,545,742

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMarch 2026$412,975$262,043$5,239,004XML
990-PFMarch 2025$827,255$297,317$5,498,072XML
990-PFMarch 2024$428,298$1,010,180$5,343,136XML
990-PFMarch 2023–––IRS
990-PFMarch 2022–––IRS
990-PFMarch 2021–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 45-5592432).

Questions about BURKE FAMILY FOUNDATION

What is the EIN of BURKE FAMILY FOUNDATION?
The employer identification number (EIN) of BURKE FAMILY FOUNDATION is 45-5592432.
Is BURKE FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
Are donations to BURKE FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BURKE FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BURKE FAMILY FOUNDATION due?
The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BURKE FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended March 2026.
Who are the officers and directors of BURKE FAMILY FOUNDATION?
The 990-PF for the year ended March 31, 2026 lists 5 people; 0 received compensation from the organization.
How much revenue does BURKE FAMILY FOUNDATION have?
On its 990-PF for the year ended March 31, 2026 it reported revenue of $412,975, expenses of $262,043 and total assets of $5,239,004 at year end.

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