BURT FAMILY FOUNDATION DTD 050997: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BURT FAMILY FOUNDATION DTD 050997 (EIN 36-7190233)
- Tax period
- 2019-05-01 to 2020-04-30
- Filed
- 2021-02-02
- IRS object ID
- 202100339349100710
- Schema version
- 2019v5.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-02T15:27:11-06:00 | ReturnTs |
| Tax Period End | 2020-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363996792 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROOKWEINER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 S WACKER DRIVE 1000 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-05-01 | 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 | 2021-01-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID WEINBERG | PreparerPersonNm |
| PTIN | P00005505 | PTIN |
| Phone | 3126290900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,236,043 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $65,090 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $65,090 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $179,505 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $539,742 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $179,505 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $244,595 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $244,595 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $36,809 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,404 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $18,405 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,361 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,361 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $46,170 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,765 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,405 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $289,795 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $289,795 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $335,965 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,765 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $308,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$91,370 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $216,830 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $131,188 | CashBOYAmt |
| Cash EOY | $351,395 | CashEOYAmt |
| Cash EOYFMV | $351,395 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,265,206 | CorporateStockBOYAmt |
| Corporate Stock EOY | $953,497 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $836,869 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $25,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $25,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $25,000 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $261,092 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $261,224 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,022,779 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,682,486 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,591,116 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,236,043 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,682,486 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,591,116 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,682,486 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,591,116 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,682,486 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,591,116 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,682,486 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$91,370 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,591,116 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,591,116 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| WHALE ROCK FLAGSHIP FUND | P | $200,000 | $200,000 | $200,000 | |
| LPL FINANCIAL TRANSACTIONS | P | $175,599 | $21,104 | $21,104 | $154,495 |
| WELLS FARGO TRANSACTIONS | P | $154,846 | -$50,896 | -$50,896 | $205,742 |
| CAPITAL GAINS DIVIDENDS | P | $9,297 | $9,297 | $9,297 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $179,505 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $257,025 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,600,161 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.098850 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $344,421 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,598,511 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.132546 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $281,601 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,560,829 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.109965 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $313,551 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,472,620 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.126809 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $230,423 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,575,115 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.089481 | DistributionYr5Rt |
| Total Distribution | 0.557651 | TotalDistributionRt |
| Average Distribution | 0.111530 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,407,739 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $268,535 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,168 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $270,703 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $308,200 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,168 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,168 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,168 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $4,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,004 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $71 | EsPenaltyAmt |
| Overpayment | $1,765 | OverpaymentAmt |
| Applied To ES Tax | $1,765 | 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 | 8438374235 | 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 | $36,809 | $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 | $1,054,189 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $241,257 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,148,959 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,444,405 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,444,405 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,666 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,407,739 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $120,387 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $120,387 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,168 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,168 | TotalTaxAmt |
| Distributable Before Adj | $118,219 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $118,219 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $118,219 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $308,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $308,200 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,168 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $306,032 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $118,219 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $109,262 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $191,368 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $154,450 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $215,903 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $130,564 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $801,547 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $308,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $118,219 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $189,981 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $991,528 | 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 | $109,262 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $882,266 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $191,368 | ExcessFromYear4Amt |
| Excess From Year3 | $154,450 | ExcessFromYear3Amt |
| Excess From Year2 | $215,903 | ExcessFromYear2Amt |
| Excess From Year1 | $130,564 | ExcessFromYear1Amt |
| Excess From Current Year | $189,981 | 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 (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| LEAP | |||||
| PO BOX 29 | PECONIC | NY | 11958 | ALL CONTRIBUTIONS ARE MADE TO FURTHER THE | $47,500 |
| UNITY PRESCHOOL | |||||
| 827 FOSTER ST | EVANSTON | IL | 60201 | GOALS OF THE RECIPIENT ORGANIZATION. | $29,750 |
| BLESSING IN A BACKPACK | |||||
| 4121 SHELBYVILL RD | LOUISVILLE | KY | 40207 | ALL CONTRIBUTIONS ARE MADE TO FURTHER THE | $1,500 |
| CCC | |||||
| 100 MAGUIRE RD | LEXINGTON | MA | 02421 | GOALS OF THE RECIPIENT ORGANIZATION. | $25,000 |
| RAICES | |||||
| 1305 N FLORES ST | SAN ANTONIO | TX | 78212 | ALL CONTRIBUTIONS ARE MADE TO FURTHER THE | $4,000 |
| UNITED ROOTS | |||||
| 4749 N KEDZIE AVE | CHICAGO | IL | 60625 | GOALS OF THE RECIPIENT ORGANIZATION. | $24,650 |
| COLEMAN SMAC | |||||
| 459 VIENNA ST | SAN FRANCISCO | CA | 94112 | ALL CONTRIBUTIONS ARE MADE TO FURTHER THE | $38,100 |
| JUNIOR ACHIEVEMENT | |||||
| 8383 W BELMONT AVE | RIVER GROVE | IL | 60171 | GOALS OF THE RECIPIENT ORGANIZATION. | $25,000 |
| PROJECT COMMOTION | |||||
| 2095 HARRISON ST | SAN FRANCISCO | CA | 94110 | ALL CONTRIBUTIONS ARE MADE TO FURTHER THE | $27,500 |
| HOMEY | |||||
| 2351 MISSION ST | SAN ANTONIO | CA | 94110 | GOALS OF THE RECIPIENT ORGANIZATION. | $20,000 |
| STAR VISTA | |||||
| 1790 NATIONS DR | GURNEE | IL | 60031 | ALL CONTRIBUTIONS ARE MADE TO FURTHER THE | $15,000 |
| BGCC | |||||
| 2950 W WASHINGTON BLVD | CHICAGO | IL | 60612 | GOALS OF THE RECIPIENT ORGANIZATION. | $5,000 |
| FAMILY INDEPENDENCE INITIATIVE | |||||
| 418 CENTRE ST | BOSTON | MA | 02130 | ALL CONTRIBUTIONS ARE MADE TO FURTHER THE | $6,000 |
| NATIONAL ALLIANCE OF MENTAL ILLNESS | |||||
| 8324 SKOKIE BLVD | SKOKIE | IL | 60077 | GOALS OF THE RECIPIENT ORGANIZATION. | $5,000 |
| YOUNG WOMEN'S FREEDOM CENTER | |||||
| 832 FOLSOM ST | SAN FRANCISCO | CA | 94107 | ALL CONTRIBUTIONS ARE MADE TO FURTHER THE | $5,000 |
| RESOURCE GENERATION | |||||
| 1216 BROADWAY | NEW YORK | NY | 10001 | GOALS OF THE RECIPIENT ORGANIZATION. | $2,500 |
| MSC FOUNDATION | |||||
| 5500 S BOYLE AVE | VERNON | CA | 90058 | ALL CONTRIBUTIONS ARE MADE TO FURTHER THE | $1,500 |
| TG LAW CENTER | |||||
| PO BOX 70976 | OAKLAND | CA | 94612 | GOALS OF THE RECIPIENT ORGANIZATION. | $1,500 |
| JUST CAUSE | |||||
| PO BOX 7737 | OAKLAND | CA | 94601 | ALL CONTRIBUTIONS ARE MADE TO FURTHER THE | $1,000 |
| SYNERGY | |||||
| 1100 N MARKET ST | WILMINGTON | DE | 19890 | GOALS OF THE RECIPIENT ORGANIZATION. | $1,500 |
| THIRD WAVE FUND | |||||
| PO BOX 94682 | SEATTLE | WA | 98124 | ALL CONTRIBUTIONS ARE MADE TO FURTHER THE | $1,000 |
| NGO SOUCE | |||||
| 435 BRANNAN | SAN FRANCISCO | CA | 94107 | GOALS OF THE RECIPIENT ORGANIZATION. | $1,795 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $289,795 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65,090 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $179,505 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $244,595 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $244,595 | 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 |
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 | $573,517 | $424,496 |
| LPL FINANCIAL - SECURITIES | $379,980 | $412,373 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS IN PARTNERSHIPS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $261,224 | BookValueAmt |
| EOYFMV | $1,022,779 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $9,361 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9,361 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |