The Julia Burke Foundation

Tax-deductible

San Francisco, CA501(c)(3)EducationEIN 94-3314266Revenue $1.5M in FY2024

On file with the IRSjuliaburkefoundation.org300 Montgomery St Ste 1050, 94104-1919 · San Francisco, CATax-exempt since Oct 2000Private non-operating foundation

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501(c)(3) charity; gifts are tax-deductible.
$174K paid to officers and key staff.
Status: IRS Pub. 78 · Pay: Part VII

Before you give

FY2024 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990-PF
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 5
filings with a surplus
Average deficit $3.7M a year · 157% of revenue · last 5 filings
Concern: a surplus in 0 of the last 5 filings.
990-PF Pt I · 5 filings
Pay to officers and key staff
$174K
to officers and key staff · 11% of spending
Looks good: pay to officers and key staff is 11% of spending; 15% or less.
990-PF Pt VIII
Cash reserves
1 mo
of spending, in cash
Fine: 1.4 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$2K
1.0% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.5M
+312% vs prior year
Spent
$1.6M
Net assets
$250K
By yearFY2020–FY2024
Revenue
$1.5M
FY2024▲ +312%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.5M
FY2021$5.0M
FY2022$3.5M
FY2023$365K
FY2024$1.5M
Expenses
$1.6M
FY2024▼ -44%
Tap a bar for its year
Expenses by fiscal year
FY2020$8.9M
FY2021$6.2M
FY2022$11.0M
FY2023$2.8M
FY2024$1.6M
Net assets
$250K
FY2024▼ -18%
Tap a bar for its year
Net assets by fiscal year
FY2020$11.8M
FY2021$10.2M
FY2022$2.7M
FY2023$306K
FY2024$250K

From the FY2024 Form 990 (year ending November 2024) · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 2000.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 83% · $1.3M Operating & administrative 17% · $267K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

4 people listed on the 990-PF; $174K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Executive Dir.
$174,389Pt VII · Sec A
President&secy.
$0Pt VII · Sec A
Vp&treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
See The Julia Burke Foundation executive salaries →

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Programs and updates

A private foundation based in San Francisco, CA.

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Provided by the organization

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 7 grants · $1.3M · 2023–2023
AswcFY2023$1,000,000
Bay Area Urban Debate LeagueFY2023$208,000
University of IowaFY2023$41,921
University of RedlandsCA · FY2023$23,884
Tads Tuition AidFY2023$16,524
Individual RecipientFY2023$1,926
Individual RecipientFY2023$120

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV1
Average grantPart XV$185K
Median grantPart XV$24K
Largest grantPart XV$1.0M
Top cause focusNTEEColleges & Universities (14%)

By the numbers

The FY2024 990-PF, line by line.

1The main four
Money in
$1.5M
Gifts and grants$1.5M
Investment income$2K
Money out
$1.6M
Grants paid$1.3M
Running costs$267K
Owns and owes
$250K
net assets
Cash and savings$186K
Total assets$252K
Liabilities$2K
People
4
listed
Paid1
2In more detail
Revenue in detail
Gifts and grants$1.5M
Investment income$2K
Total revenue$1.5M
Assets in detailEnd of year
Cash and savings together$186K
Total assets$252K
Liabilities$2K
Net assets$250K
Operations
Fiscal year endsNovember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $1.5M$1.6M−$56K$250K 990 PDF
FY2023 $365K$2.8M−$2.4M$306K 990 PDF
FY2022 $3.5M$11.0M−$7.4M$2.7M 990 PDF
FY2021 $5.0M$6.2M−$1.2M$10.2M 990 PDF
FY2020 $1.5M$8.9M−$7.5M$11.8M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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