BURT FAMILY FOUNDATION DTD 050997: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BURT FAMILY FOUNDATION DTD 050997 (EIN 36-7190233)
- Tax period
- 2021-05-01 to 2022-04-30
- Filed
- 2023-03-14
- IRS object ID
- 202300739349100220
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-14T13:42:52-05:00 | ReturnTs |
| Tax Period End | 2022-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 452904270 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KMA SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 W WASHINGTON ST STE 200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367190233 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURT FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BURT | BusinessNameControlTxt |
| Phone | 8436824235 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28 OUTERBRIDGE CIRCLE | AddressLine1Txt |
| City | HILTON HEAD ISLAND | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29926 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT BURT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8436824235 | PhoneNum |
| Signature | 2023-02-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | BURT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID R WEINBERG CPA | PreparerPersonNm |
| PTIN | P00005505 | PTIN |
| Phone | 3126290900 | PhoneNum |
| Preparation | 2023-02-25 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $918,456 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $15,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $31,696 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,696 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $149,978 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $466,732 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $149,978 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $196,674 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $181,674 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $39,085 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $19,542 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $19,543 | CompOfcrDirTrstDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $95 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $95 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,702 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,102 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,600 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $51,882 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,644 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,238 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $375,999 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $375,999 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $427,881 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,644 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $397,237 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$231,207 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $151,030 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $253,185 | CashBOYAmt |
| Cash EOY | $129,091 | CashEOYAmt |
| Cash EOYFMV | $129,091 | CashEOYFMVAmt |
| Corporate Stock BOY | $877,245 | CorporateStockBOYAmt |
| Corporate Stock EOY | $770,132 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $764,365 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $25,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $25,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $25,000 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,155,430 | TotalAssetsBOYAmt |
| Total Assets EOY | $924,223 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $918,456 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,155,430 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $924,223 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,155,430 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $924,223 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,155,430 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $924,223 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,155,430 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$231,207 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $924,223 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $924,223 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| LPL FINANCIAL TRANSACTIONS | P | $97,518 | $91,970 | $5,548 | $5,548 |
| WELLS FARGO TRANSACTIONS | P | $87,785 | $101,492 | -$13,707 | -$13,707 |
| WHALE ROCK FLAGHIP FUND | P | $125,000 | $125,000 | $125,000 | |
| WELLS FARGO TRANSACTIONS | P | $138,206 | $123,292 | $14,914 | $14,914 |
| CAPITAL GAINS DIVIDENDS | P | $18,223 | $18,223 | $18,223 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $149,978 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,099 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,099 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,099 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $900 | OverpaymentAmt |
| Applied To ES Tax | $900 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT N BURT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8436824235 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28 OUTERBRIDGE CIRCLE | AddressLine1Txt |
| City | HILTON HEAD ISLAND | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29926 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT N BURT | ||||||||
| 28 OUTERBRIDGE CIRCLE | HILTON HEAD ISLAND | SC | 29926 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LYNN C BURT | ||||||||
| 28 OUTERBRIDGE CIRCLE | HILTON HEAD ISLAND | SC | 29926 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHARLES R BURT | ||||||||
| 727 MONTICELLO PLACE | EVANSTON | IL | 60201 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RANDOLPH N BURT | ||||||||
| 1320 NORTH STATE ST APT 5-D | CHICAGO | IL | 60610 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| TRACY C BURT | ||||||||
| 182 GRANVILLE WAY | SAN FRANCISCO | CA | 94127 | TRUSTEE | 10.00 | $39,085 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $858,794 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $191,138 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $661,687 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,711,619 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,711,619 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,674 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,685,945 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $84,297 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $84,297 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,099 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,099 | TotalTaxAmt |
| Distributable Before Adj | $82,198 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $82,198 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $82,198 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $397,237 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $397,237 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $82,198 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $154,450 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $215,903 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $130,564 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $189,981 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $225,032 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $915,930 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $397,237 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $82,198 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $315,039 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,230,969 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $154,450 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,076,519 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $215,903 | ExcessFromYear4Amt |
| Excess From Year3 | $130,564 | ExcessFromYear3Amt |
| Excess From Year2 | $189,981 | ExcessFromYear2Amt |
| Excess From Year1 | $225,032 | ExcessFromYear1Amt |
| Excess From Current Year | $315,039 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT N BURT | ContributingManagerNm |
| Contributing Manager | LYNN C BURT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ART INSTITUTE OF CHICAGO | |||||
| 111 S MICHIGAN AVE | CHICAGO | IL | 60603 | ALL CONTRIBUTIONS ARE MADE TO FURTHER THE | $20,000 |
| MYASTHENIA GRAVIS | |||||
| 2660 HORIZON DR | GRAND RAPIDS | MI | 49546 | GOALS OF THE RECIPIENT ORGANIZATION. | $1,500 |
| CCCS | |||||
| 100 MAGUIRE RD | LEXINGTON | MA | 02421 | ALL CONTRIBUTIONS ARE MADE TO FURTHER THE | $20,000 |
| COLEMAN ADVOCATES SMAC | |||||
| 459 VIENNA ST | SAN FRANCISCO | CA | 94112 | GOALS OF THE RECIPIENT ORGANIZATION. | $43,000 |
| ELLA BAKER CENTER | |||||
| 1419 34TH AVE | OAKLAND | CA | 94601 | ALL CONTRIBUTIONS ARE MADE TO FURTHER THE | $1,000 |
| EVANSTON ANIMAL SHELTER | |||||
| 2310 OAKTON ST | EVANSTON | IL | 60202 | GOALS OF THE RECIPIENT ORGANIZATION. | $6,666 |
| BAKER DEMONSTRATION SCHOOL | |||||
| 201 SHERIDAN RD | WILMETTE | IL | 60091 | ALL CONTRIBUTIONS ARE MADE TO FURTHER THE | $500 |
| HOMEY | |||||
| 2221 MISSION ST | SAN FRANCISCO | CA | 94110 | GOALS OF THE RECIPIENT ORGANIZATION. | $25,000 |
| JUNIOR ACHIEVEMENT | |||||
| 8383 W BELMONT AVE | RIVER GROVE | IL | 60171 | ALL CONTRIBUTIONS ARE MADE TO FURTHER THE | $25,000 |
| JUST CAUSE | |||||
| PO BOX 7737 | OAKLAND | CA | 94601 | GOALS OF THE RECIPIENT ORGANIZATION. | $4,000 |
| LATIN SCHOOL | |||||
| 59 W NORTH BLVD | CHICAGO | IL | 60610 | ALL CONTRIBUTIONS ARE MADE TO FURTHER THE | $5,000 |
| LAKEVIEW PANTRY | |||||
| 3945 N SHERIDAN RD | CHICAGO | IL | 60613 | GOALS OF THE RECIPIENT ORGANIZATION. | $5,000 |
| EVANSTON LIBRARY | |||||
| 1703 ORRINGTON AVE | EVANSTON | IL | 60201 | ALL CONTRIBUTIONS ARE MADE TO FURTHER THE | $6,667 |
| NCLR | |||||
| 870 MARKET STREET SUITE 370 | SAN FRANCISCO | CA | 94102 | GOALS OF THE RECIPIENT ORGANIZATION. | $500 |
| BORDER ANGELS | |||||
| 2258 ISLAND AVE | SAN DIEGO | CA | 92102 | ALL CONTRIBUTIONS ARE MADE TO FURTHER THE | $3,500 |
| CAPOEIRA CHICAGO | |||||
| 1243 E 50TH ST | CHICAGO | IL | 60615 | GOALS OF THE RECIPIENT ORGANIZATION. | $3,000 |
| FAMILY FOCUS | |||||
| 5467 S UNIVERSITY AVE | CHICAGO | IL | 60615 | ALL CONTRIBUTIONS ARE MADE TO FURTHER THE | $45,000 |
| PRINCETON UNIVERSITY | |||||
| CAMPUS DRIVE | PRINCETON | NJ | 08544 | GOALS OF THE RECIPIENT ORGANIZATION. | $1,000 |
| PROJECT COMMOTION | |||||
| 2095 HARRISON ST | SAN FRANCISCO | CA | 94110 | ALL CONTRIBUTIONS ARE MADE TO FURTHER THE | $23,500 |
| RAICES | |||||
| 1305 N FLORES ST | SAN ANTONIO | TX | 78212 | GOALS OF THE RECIPIENT ORGANIZATION. | $4,000 |
| RUSH UNIVERSITY | |||||
| 1620 W HARRISON ST | CHICAGO | IL | 60612 | ALL CONTRIBUTIONS ARE MADE TO FURTHER THE | $5,000 |
| RESOURCE GENERATION | |||||
| 1216 BROADWAY | NEW YORK | NY | 10001 | GOALS OF THE RECIPIENT ORGANIZATION. | $2,500 |
| SYNERGY SCHOOL | |||||
| 1387 VALENCIA ST | SAN FRANCISCO | CA | 94110 | ALL CONTRIBUTIONS ARE MADE TO FURTHER THE | $4,000 |
| THIRD WAVE FUND | |||||
| 228 PARK AVE | NEW YORK | NY | 10003 | GOALS OF THE RECIPIENT ORGANIZATION. | $1,000 |
| TG LAW CENTER | |||||
| 10257 S WESTERN AVE | CHICAGO | IL | 60643 | ALL CONTRIBUTIONS ARE MADE TO FURTHER THE | $1,500 |
| UNITY PRESCHOOL | |||||
| 827 FOSTER ST | EVANSTON | IL | 60201 | GOALS OF THE RECIPIENT ORGANIZATION. | $500 |
| UNITED FOR A FAIR ECONOMY | |||||
| 184 HIGH ST SUITE 603 | BOSTON | MA | 02110 | ALL CONTRIBUTIONS ARE MADE TO FURTHER THE | $1,000 |
| UNITED ROOTS | |||||
| 140 FAIRFIELD AVE | BRIDGEPORT | CT | 06604 | GOALS OF THE RECIPIENT ORGANIZATION. | $44,000 |
| YAI | |||||
| 220 EAST 42ND ST | NEW YORK | NY | 10017 | ALL CONTRIBUTIONS ARE MADE TO FURTHER THE | $5,000 |
| ILLINOIS COUNSELING CENTER | |||||
| 30 N MICHIGAN AVE | CHICAGO | IL | 60602 | GOALS OF THE RECIPIENT ORGANIZATION. | $6,666 |
| FOURTH PRESBYTERIAN CHURCH | |||||
| 126 E CHESTNUT ST | CHICAGO | IL | 60611 | ALL CONTRIBUTIONS ARE MADE TO FURTHER THE | $5,000 |
| FULCRUM FOUNDATION | |||||
| 710 NINTH AVE | SEATTLE | WA | 98104 | GOALS OF THE RECIPIENT ORGANIZATION. | $50,000 |
| TIDES | |||||
| 1012 TORNEY AVE | SAN FRANCISCO | CA | 94129 | ALL CONTRIBUTIONS ARE MADE TO FURTHER THE | $5,000 |
| FII | |||||
| PO BOX 71363 | OAKLAND | CA | 94612 | GOALS OF THE RECIPIENT ORGANIZATION. | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $375,999 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,696 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $149,978 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $181,674 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $181,674 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROBERT BURT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28 OUTERBRIDGE CIRCLE | AddressLine1Txt |
| City | HILTON HEAD ISLAND | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29926 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $15,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BOND - PEOPLE'S GROCERY | BondNm |
| EOY Book Value | $25,000 | EOYBookValueAmt |
| EOYFMV | $25,000 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WELLS FARGO - SECURITIES | $438,558 | $365,266 |
| LPL FINANCIAL - SECURITIES | $331,574 | $399,099 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $9,502 | $9,502 | $0 |
| ACCOUNTANT FEES | $3,200 | $1,600 | $1,600 |