Nonprofit · EIN 94-3314266
JULIA BURKE FOUNDATION
Tax-exempt · SAN FRANCISCO, CA 94104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990-PF | $1,503,496 | $1,559,826 | -$56,330 | $252,108 | $2,427 | $249,681 |
| November 30, 2023 | 990-PF | $364,692 | $2,780,891 | -$2,416,199 | $316,656 | $10,645 | $306,011 |
Financial details: 990-PF for the year ended November 30, 2024
Revenue
- Contributions, gifts and grants
- $1,501,200
- Dividends
- $2,093
- Interest
- $163
- Net gain from sales of assets
- $40
Expenses
- Grants and similar amounts paid
- $1,292,375
- Compensation of officers, directors and key employees
- $174,389
- Disbursements for charitable purposes
- $1,556,834
- Excise tax on investment income
- $23
Balance sheet and other
- Total assets, start of year
- $316,656
- Total assets, end of year
- $252,108
- Total liabilities, end of year
- $2,427
- Net assets, end of year
- $249,681
- Fair market value of assets
- $265,068
- Qualifying distributions
- $1,556,834
- Net investment income
- $2,296
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 November 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Joy Johnson 73-1397 Hamiha Street, Kailuakona, HI 96740 | Executive Dir. | 40 | $174,389 |
| Marilyn Burke 605 Miner Rd, Orinda, CA 94563 | President&Secy. | 5 | $0 |
| Gerald P Burke 605 Miner Rd, Orinda, CA 94563 | VP&Treasurer | 2 | $0 |
| Amy Stoneham 300 Montgomery St Ste 1050, San Francisco, CA 94104 | CFO | 20 | $0 |
990-PF for the year ended November 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Joy Johnson 73-1397 Hamiha Street, Kailuakona, HI 96740 | Executive Dir. | 40 | $69,682 |
| Marilyn Burke 605 Miner Rd, Orinda, CA 94563 | President&Secy. | 5 | $0 |
| Gerald P Burke 605 Miner Rd, Orinda, CA 94563 | VP&Treasurer | 2 | $0 |
| Amy Stoneham 300 Montgomery St Ste 1050, San Francisco, CA 94104 | CFO | 20 | $0 |
Address and contacts
- Address (IRS master file)
- 300 MONTGOMERY ST STE 1050, SAN FRANCISCO, CA 94104-1919
- In care of
- % GERALD BURKE CALIFORNIA COMMUNITI
- Signed the 990-PF
- Marilyn Burke, President
- Phone
- (415) 983-0500
- Website
- www.juliaburkefoundation.org
- Return prepared by
- Delagnes Mitchell & Linder LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3314266 or by the name JULIA BURKE FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | Not on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 94-3314266
- 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
- 2000
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Education (B12)
- Assets (IRS master file)
- $252,108
- Income (IRS master file)
- $1,513,402
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2024 | $1,503,496 | $1,559,826 | $252,108 | XML |
| 990-PF | November 2023 | $364,692 | $2,780,891 | $316,656 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 2018 | – | – | – | 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 94-3314266).
Questions about JULIA BURKE FOUNDATION
- What is the EIN of JULIA BURKE FOUNDATION?
- The employer identification number (EIN) of JULIA BURKE FOUNDATION is 94-3314266.
- Is JULIA BURKE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to JULIA BURKE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JULIA BURKE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JULIA BURKE FOUNDATION due?
- The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JULIA BURKE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2024.
- Who are the officers and directors of JULIA BURKE FOUNDATION?
- The 990-PF for the year ended November 30, 2024 lists 4 people; 1 received compensation from the organization, the highest $174,389 (Joy Johnson, Executive Dir.).
- How much revenue does JULIA BURKE FOUNDATION have?
- On its 990-PF for the year ended November 30, 2024 it reported revenue of $1,503,496, expenses of $1,559,826 and total assets of $252,108 at year end.
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