Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
BURT FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)5 SHORE ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WATERFORD, CT06385
A Employer identification number

30-0633793
B Telephone number (see instructions)

(860) 439-0289
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,263,929J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 4,016 4,016 4,016
4 Dividends and interest from securities... 22,288 22,288 22,288
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 47,771
b Gross sales price for all assets on line 6a 482,411
7 Capital gain net income (from Part IV, line 2)... 19,429
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 74,075 45,733 26,304
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,550      
c Other professional fees (attach schedule).... Click to see attachment 13,906      
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 30      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 18,486 0   0
25 Contributions, gifts, grants paid....... 61,300 61,300
26 Total expenses and disbursements. Add lines 24 and 25 79,786 0   61,300
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -5,711
b Net investment income (if negative, enter -0-) 45,733
c Adjusted net income (if negative, enter -0-)... 26,304
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 33,905 30,959 30,959
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,094,173 Click to see attachment1,113,408 1,194,275
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 54,500 Click to see attachment32,500 38,695
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,182,578 1,176,867 1,263,929
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 1,182,578 1,176,867
30 Total net assets or fund balances (see instructions)..... 1,182,578 1,176,867
31 Total liabilities and net assets/fund balances (see instructions). 1,182,578 1,176,867
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,182,578
2
Enter amount from Part I, line 27a .....................
2
-5,711
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,176,867
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,176,867
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 19,429
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 52,700 1,244,355 0.042351
2013 39,000 1,244,355 0.031342
2012 39,930 1,159,148 0.034448
2011 23,000 1,054,671 0.021808
2010      
2
Total of line 1, column (d) .....................
20.129949
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
0.032487
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
1,334,203
5
Multiply line 4 by line 3......................
5
43,344
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
457
7
Add lines 5 and 6........................
7
43,801
8
Enter qualifying distributions from Part XII, line 4.............
8
61,300
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 457
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 457
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 457
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 3,592
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,592
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,135
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet3,135 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bullet
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletCYNTHIA BURT BEEBE Telephone no.bullet (860) 439-0289

    Located atbullet5 SHORE ROADWATERFORDCT ZIP+4bullet06385
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    CYNTHIA BURT BEEBE PRESIDENT TR
    1.00     		0 0 0
    5 SHORE ROAD
    WATERFORD,CT06385
    GILLIAN VON NIEDA BEEBE VICE PRESIDE
    1.00     		0 0 0
    5 SHORE ROAD
    WATERFORD,CT06385
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,285,265
    b
    Average of monthly cash balances.......................
    1b
    27,274
    c
    Fair market value of all other assets (see instructions)................
    1c
    41,982
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,354,521
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    1,354,521
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    20,318
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,334,203
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    66,710
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    66,710
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    457
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    457
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    66,253
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    66,253
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    66,253
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    61,300
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    61,300
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    457
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    60,843
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 66,253
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 61,571
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 61,300
    a Applied to 2014, but not more than line 2a 61,300
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2015 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2015.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		271
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		66,253
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    A PLACE CALLED HOPE
    254 ROAST MEAT HILL ROAD
    KILLINGWORTH,CT06419     		NONE 501(C)(3) GENERAL PURPOSES 2,000
    ANIMAL LEGAL DEFENSE FUND
    170 EAST COTATI AVE
    COTATI,CA94931     		NONE 501(C)(3) GENERAL PURPOSES 1,000
    ANIMAL SHELTER OF THE WOOD
    100 CROY CREEK ROAD
    HAILEY,ID83333     		NONE 501(C)(3) GENERAL PURPOSES 2,000
    ANOTHER CHANCE FOR ENGLISH SETTERS
    5 SHORE RD
    WATERFORD,CT06385     		NONE 501(C)(3) GENERAL PURPOSES 1,000
    BAT CONSERVATION INTERNATIONAL
    PO BOX 162603
    AUSTIN,TX78716     		NONE 501(C)(3) GENERAL PURPOSES 2,000
    BEECH BROOK FARM EQUINE RESCUE
    125 FISHTOWN ROAD
    MYSTIC,CT06355     		NONE 501(C)(3) GENERAL PURPOSES 2,000
    BLOCK ISLAND CONSERVANCY INC
    HIGH STREET
    NEW SHOREHAM,RI02807     		NONE 501(C)(3) GENERAL PURPOSES 1,000
    BLUE RIDGE BULL TERRIER CLUB INC
    4401 MANOR HALL LANE
    FAIRFAX,VA22033     		NONE 501(C)(3) GENERAL PURPOSES 1,000
    BORN FREE USA
    PO BOX 32160
    WASHINGTON,DC20007     		NONE 501(C)(3) GENERAL PURPOSES 2,000
    CAVALIER KING CHARLES SPANIEL RESCU
    6000 HIGH BLUFF COURT
    RALEIGH,NC27612     		NONE 501(C)(3) GENERAL PURPOSES 2,300
    COLORADO HORSE RESCUE
    10386 NORTH 65TH STREET
    LONGMONT,CO80503     		NONE 501(C)(3) GENERAL PURPOSES 2,000
    COMPANION ANIMAL ALLIANCE
    2680 PROGRESS ROAD
    BATON ROUGE,LA70807     		NONE 501(C)(3) GENERAL PURPOSES 1,000
    CT DRAFT HORSE RESCUE
    15 ROCK LANDING ROAD
    HADDAM NECK,CT06424     		NONE 501(C)(3) GENERAL PURPOSES 1,000
    DAYS END FARM HORSE RESCUE
    1372 WOODBINE ROAD
    WOODBINE,MD21797     		NONE 501(C)(3) GENERAL PURPOSES 2,000
    DEFENDERS OF WILDLIFE
    1130 17TH ST NW
    WASHINGTON,DC20036     		NONE 501(C)(3) GENERAL PURPOSES 1,000
    DOUBLE D BAR RANCH
    344 WADING RIVER ROAD
    MANORVILLE,NY11949     		NONE 501(C)(3) GENERAL PURPOSES 1,000
    FRIENDS OF THE ANIMALS BATON ROUGE
    PO BOX 464
    MOORESVILLE,NC28117     		NONE 501(C)(3) GENERAL PURPOSES 2,000
    GUARDIANS OF RESCUE
    34 EAST MAIN ST STE 303
    SMITHTOWN,NY11787     		NONE 501(C)(3) GENERAL PURPOSES 2,000
    HIGH HOPES THERAPEUTIC RIDING
    36 TOWN WOODS RD
    OLD LYME,CT06371     		NONE 501(C)(3) GENERAL PURPOSES 1,000
    HORSE RESCUE UNITED INC
    PO BOX 464
    ALLENTOWN,NJ08501     		NONE 501(C)(3) GENERAL PURPOSES 2,000
    HUDSON RIVER SLOOP CLEARWATER
    724 WOLCOTT AVE
    BEACON,NY12508     		NONE 501(C)(3) GENERAL PURPOSES 1,000
    INTERNATIONAL WILDERNESS LEADERSHIP
    PO BOX 1081
    HAINES,AK99827     		NONE 501(C)(3) GENERAL PURPOSES 1,000
    KILLINGWORTH LAND CONSERVATION TRUS
    PO BOX 825
    KILLINGWORTH,CT06419     		NONE 501(C)(3) GENERAL PURPOSES 1,000
    LOUISIANA HORSE RESCUE ASSOCIATION
    34 SUMMER DRIVE
    DILLSBURG,PA17019     		NONE 501(C)(3) GENERAL PURPOSES 2,000
    NOWZAD DOGS NFP
    100 WALNUT HILL UNIT 415
    PEORIA,IL61602     		NONE 501(C)(3) GENERAL PURPOSES 2,000
    OCEANA CHARITABLE GRANT
    5 SHORE ROAD
    WATERFORD,CT06385     		NONE 501(C)(3) GENERAL PURPOSES 1,000
    SAVING AMERICA'S MUSTANGS
    2683 VIA DE LA VALLEG313
    DEL MAR,CA92014     		NONE 501(C)(3) GENERAL PURPOSES 1,000
    SHUG SIGHTHOUND UNDERGROUND
    PO BOX 339
    MCLEAN,VA22101     		NONE 501(C)(3) GENERAL PURPOSES 1,000
    US FRIENDS OF THE DAVID SHELDRICK
    201 NORTH ILLINOIS ST
    INDIANAPOLIS,IN46204     		NONE 501(C)(3) GENERAL PURPOSES 2,000
    WILDLIFE HOSPITAL OF LOUISIANA
    SKIP BERTMAN DRIVE
    BATON ROUGE,LA70803     		NONE 501(C)(3) GENERAL PURPOSES 2,000
    WILDLIFE IN CRISIS
    PO BOX 1246
    WESTON,CT06883     		NONE 501(C)(3) GENERAL PURPOSES 2,000
    WILDLIFE REHABILITATORS ASSOCIATION
    25 SHERMANTOWN RD
    SAUNDERSTOWN,RI02874     		NONE 501(C)(3) GENERAL PURPOSES 2,000
    WOODSTOCK FARM ANIMAL SANCTUARY
    35 VAN WAGNER RD
    WILLOW,NY12495     		NONE 501(C)(3) GENERAL PURPOSES 2,000
    INTERNATIONAL EXOTIC ANIMAL SANCTUR
    3901 TX-114
    BOYD,TX76023     		NONE 501(C)(3) GENERAL PURPOSES 1,000
    SEA SHEPARD CONSERVATION SOCIETY
    2226 EASTLAKE AVE E 45
    SEATTLE,WA98102     		NONE 501(C)(3) GENERAL PURPOSES 1,000
    PERFORMING ANIMAL WELFARE SOCIETY
    1065 POOL STATION ROAD
    SAN ANDREAS,CA95249     		NONE 501(C)(3) GENERAL PURPOSES 1,000
    WILD BIRD FUND
    565 COLUMBUS AVE
    NEW YORK,NY10024     		NONE 501(C)(3) GENERAL PURPOSES 1,000
    WIND OVER WINGS
    22 OLD ROAD
    CLINTON,CT06413     		NONE 501(C)(3) GENERAL PURPOSES 1,000
    MANES AND MOTIONS THERAPEUTIC
    874 MILLBROOK RD
    MIDDLETOWN,CT06457     		NONE 501(C)(3) GENERAL PURPOSES 1,000
    CENTER FOR GREAT APES
    PO BOX 488
    WAUCHULA,FL33873     		NONE 501(C)(3) GENERAL PURPOSES 1,000
    OUR HEN HOUSE
    WEB BASED
    GLASTONBURY,CT06033     		NONE 501(C)(3) GENERAL PURPOSES 1,000
    POLLINATOR PARTNERSHIP
    423 WASHINGTON STREET
    5TH FLOOR
    SAN FRANCISCO,CA94111     		NONE 501(C)(3) GENERAL PURPOSES 2,000
    Total .................................bullet 3a 61,300
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........     		        4,016
    4 Dividends and interest from securities....         22,288
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............     		        47,771
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..     74,075
    13Total. Add line 12, columns (b), (d), and (e)..................
    1374,075
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    BURT FAMILY FOUNDATION INC
    EIN:
    30-0633793
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 4,550      

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2015 GainLossSaleOtherAssetsSch
    Name:
    BURT FAMILY FOUNDATION INC
    EIN:
    30-0633793
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    ANHEUSER BUSCH INBEV SPN 2014-04 PURCHASE 2015-01   986 973     13  
    EXXON MOBIL CORP 2014-06 PURCHASE 2015-01   905 1,025     -120  
    OUTFRONT MEDIA INC 2014-08 PURCHASE 2015-01   10 13     -3  
    SCHLUMBERGER LTD 2014-10 PURCHASE 2015-01   812 940     -128  
    ALEXION PHARMACEUTICALS INC 2014-02 PURCHASE 2015-01   2,388 2,039     349  
    GOOGLE INC - CL A 2015-01 PURCHASE 2015-01   1,012 1,124     -112  
    MONSTER BEVERAGE CORP 2014-01 PURCHASE 2015-01   1,138 697     441  
    H C A HOLDINGS INC 2014-06 PURCHASE 2015-01   2,031 1,643     388  
    H C A HOLDINGS INC 2015-01 PURCHASE 2015-01   2,766 2,147     619  
    VAN ECK CM COMMODITY INDX-I 2015-02 PURCHASE 2015-02   16,866 22,000     -5,134  
    CARDINAL HEALTH INC 2014-06 PURCHASE 2015-02   847 712     135  
    CENTERPOINT ENERGY INC 2015-02 PURCHASE 2015-02   651 673     -22  
    JP MORGAN CHASE & CO 2015-02 PURCHASE 2015-02   8,549 8,460     89  
    SERVICENOW INC 2014-08 PURCHASE 2015-03   770 612     158  
    LAM RESH CORP 2015-03 PURCHASE 2015-03   2,797 3,010     -213  
    TIME WARNER INC 2014-11 PURCHASE 2015-04   825 815     10  
    LAM RESH CORP 2014-10 PURCHASE 2015-04   1,449 1,493     -44  
    LAM RESH CORP 2014-10 PURCHASE 2015-04   725 675     50  
    INTEL CORP 2014-09 PURCHASE 2015-04   646 699     -53  
    SALESFORCE.COM INC 2014-06 PURCHASE 2015-05   1,433 1,093     340  
    DREYFUS DIVERSIFIED INTL-I 2014-06 PURCHASE 2015-05   15,000 15,379     -379  
    INTEL CORP 2014-09 PURCHASE 2015-05   1,935 2,072     -137  
    INTEL CORP 2014-09 PURCHASE 2015-05   1,935 2,096     -161  
    INTEL CORP 2014-09 PURCHASE 2015-05   967 1,038     -71  
    SOUTHWESTERN ENERGY CO 2014-11 PURCHASE 2015-05   265 336     -71  
    SOUTHWESTERN ENERGY CO 2014-12 PURCHASE 2015-05   531 582     -51  
    SOUTHWESTERN ENERGY CO 2014-12 PURCHASE 2015-05   531 596     -65  
    OUTFRONT MEDIA INC 2015-06 PURCHASE 2015-06   268 340     -72  
    OUPFRONT MEDIA INC 2014-08 PURCHASE 2015-06   54 67     -13  
    OUTFRONT MEDIA INC 2014-08 PURCHASE 2015-06   80 101     -21  
    OUTFRONT MEDIA INC 2014-08 PURCHASE 2015-06   105 135     -30  
    OUTFRONT MEDIA INC 2014-08 PURCHASE 2015-06   522 668     -146  
    OUTFRONT MEDIA INC 2014-08 PURCHASE 2015-06   323 412     -89  
    OUTFRONT MEDIA INC 2014-08 PURCHASE 2015-06   261 335     -74  
    OUTFRONT MEDIA INC 2014-08 PURCHASE 2015-06   16 20     -4  
    OUTFRONT MEDIA INC 2014-08 PURCHASE 2015-06   461 585     -124  
    OUTFRONT MEDIA INC 2014-08 PURCHASE 2015-06   10 13     -3  
    BRISTOL-MYERS SQUIBB CO 2015-01 PURCHASE 2015-06   671 609     62  
    OUTFRONT MEDIA INC 2014-08 PURCHASE 2015-06   238 292     -54  
    OUTFRONT MEDIA INC 2014-08 PURCHASE 2015-06   422 519     -97  
    HUMANA INC 2015-01 PURCHASE 2015-06   2,180 1,686     494  
    OUTFRONT MEDIA INC 2014-08 PURCHASE 2015-06   122 150     -28  
    OUTFRONT MEDIA INC 2014-08 PURCHASE 2015-06   275 335     -60  
    OUTFRONT MEDIA INC 2014-08 PURCHASE 2015-06   132 161     -29  
    TWITTER INC 2014-10 PURCHASE 2015-06   1,026 1,618     -592  
    TWITTER INC 2014-10 PURCHASE 2015-06   1,026 1,484     -458  
    TWITTER INC 2014-10 PURCHASE 2015-06   684 857     -173  
    OUTFRONT MEDIA INC 2014-08 PURCHASE 2015-06   118 149     -31  
    OUTFRONT MEDIA INC 2015-02 PURCHASE 2015-06   10 12     -2  
    OUTFRONT MEDIA INC 2015-02 PURCHASE 2015-07   201 240     -39  
    OUTFRONT MEDIA INC 2014-12 PURCHASE 2015-07   110 118     -8  
    OUTFRONT MEDIA INC 2015-02 PURCHASE 2015-07   250 298     -48  
    OUTFRONT MEDIA INC 2015-02 PURCHASE 2015-07   40 48     -8  
    OUTFRONT MEDIA INC 2014-12 PURCHASE 2015-07   443 484     -41  
    APPLE INC 2015-04 PURCHASE 2015-07   862 885     -23  
    BIOMARIN PHARMACEUTICAL INC 2015-02 PURCHASE 2015-07   698 538     160  
    CELGENE CORP 2014-10 PURCHASE 2015-07   350 308     42  
    ABBVIE INC. 2014-07 PURCHASE 2015-07   697 550     147  
    CISCO SYSTEMS INC 2015-01 PURCHASE 2015-07   560 561     -1  
    CISCO SYSTEMS INC 2015-04 PURCHASE 2015-07   840 865     -25  
    T E CONNECTIVITY LTD 2014-12 PURCHASE 2015-07   622 615     7  
    PHILLIPS 66 2014-11 PURCHASE 2015-07   824 777     47  
    VALERO ENERGY CORP NEW 2015-05 PURCHASE 2015-07   675 610     65  
    VALERO ENERGY CORP NEW 2015-05 PURCHASE 2015-07   675 601     74  
    FACEBOOK INC-A 2015-04 PURCHASE 2015-07   943 829     114  
    HUMANA INC 2015-01 PURCHASE 2015-08   1,637 1,380     257  
    HUMANA INC 2015-01 PURCHASE 2015-08   1,823 1,491     332  
    HUMANA INC 2015-02 PURCHASE 2015-08   912 756     156  
    PALO ALTO NETWORKS INC 2015-04 PURCHASE 2015-08   700 614     86  
    MEAD JOHNSON NUTRITION 2014-12 PURCHASE 2015-08   841 965     -124  
    NXP SEMICONDUCTORS N V 2015-05 PURCHASE 2015-08   876 1,038     -162  
    MARATHON OIL CORP 2014-11 PURCHASE 2015-08   1,106 2,324     -1,218  
    MARATHON OIL CORP 2014-11 PURCHASE 2015-08   158 334     -176  
    MARATHON OIL CORP 2014-12 PURCHASE 2015-08   474 793     -319  
    MARATHON OIL CORP 2014-12 PURCHASE 2015-08   316 534     -218  
    CELGENE CORP 2014-10 PURCHASE 2015-08   1,276 1,131     145  
    MERCK & CO INC 2015-06 PURCHASE 2015-08   1,051 1,178     -127  
    DREYFUS ENG MKT DEBT LOC C-Y 2015-08 PURCHASE 2015-09   11,491 12,500     -1,009  
    CELGENE CORP 2014-10 PURCHASE 2015-09   1,070 925     145  
    NXP SEMICONDUCTORS N V 2015-05 PURCHASE 2015-09   868 1,004     -136  
    NXP SEMICONDUCTORS N V 2015-05 PURCHASE 2015-09   1,735 2,076     -341  
    PALO ALTO NETWORKS INC 2015-03 PURCHASE 2015-09   360 294     66  
    SALESFORCE.COM INC 2015-07 PURCHASE 2015-09   713 740     -27  
    MALLINCKRODT PLC 2015-08 PURCHASE 2015-09   578 833     -255  
    CISCO SYSTEMS INC 2015-01 PURCHASE 2015-10   1,135 1,122     13  
    SALESFORCE.COM INC 2015-07 PURCHASE 2015-10   758 740     18  
    T E CONNECTIVITY LTD 2014-12 PURCHASE 2015-10   615 615        
    ANADARKO PETROLEUM CORP 2015-01 PURCHASE 2015-11   1,767 2,309     -542  
    ANADARKO PETROLEUM CORP 2015-05 PURCHASE 2015-11   589 862     -273  
    ANADARKO PETROLEUM CORP 2015-10 PURCHASE 2015-11   1,178 1,376     -198  
    CISCO SYSTENS INC 2015-01 PURCHASE 2015-12   2,194 2,186     8  
    CISCO SYSTEMS INC 2015-01 PURCHASE 2015-12   274 280     -6  
    P V H CORP 2015-04 PURCHASE 2015-12   978 1,285     -307  
    AT&T INC 2015-08 PURCHASE 2015-12   338 347     -9  
    COMCAST CORP CL A 2015-07 PURCHASE 2015-12   596 626     -30  
    VERIZON COMNUNICATIONS INC 2015-08 PURCHASE 2015-12   914 947     -33  
    BNY MELLON INCOME STOCK-M 2014-01 PURCHASE 2015-01   30,000 23,417     6,583  
    DREYFUS OPPORTUNISTIC SIC 2014-01 PURCHASE 2015-01   20,000 20,517     -517  
    GOOGLE INC-CL C 2014-01 PURCHASE 2015-01   2,524 1,963     561  
    WELLS FARGO & COMPANY 2014-01 PURCHASE 2015-01   3,138 1,815     1,323  
    AVAGO TECHNOLOGIES LTD 2013-10 PURCHASE 2015-01   1,028 440     588  
    STATE STREET CORP 2014-01 PURCHASE 2015-01   2,879 1,762     1,117  
    CENTERPOINT ENERGY INC 2014-01 PURCHASE 2015-02   651 645     6  
    CENTERPOINT ENERGY INC 2011-10 PURCHASE 2015-02   1,728 1,632     96  
    ACTAVIS PLC 2013-09 PURCHASE 2015-02   1,440 720     720  
    MERCK & CO INC 2014-01 PURCHASE 2015-02   1,738 1,574     164  
    THERMO FISHER SCIENTTFIC INC. 2014-01 PURCHASE 2015-02   4,717 3,916     801  
    JP MORGAN CHASE & CO 2014-01 PURCHASE 2015-02   8,549 5,978     2,571  
    AVAGO TECHNOLOGIES LTD 2014-01 PURCHASE 2015-03   1,878 650     1,228  
    ANAZON.CON INC 2011-10 PURCHASE 2015-04   1,850 1,222     628  
    LAS VEGAS SANDS CORP 2011-10 PURCHASE 2015-04   3,870 3,148     722  
    COSTCO WHSL CORP NEW 2011-01 PURCHASE 2015-04   143 72     71  
    COETCO WHSL CORP NEW 2011-10 PURCHASE 2015-04   2,438 1,392     1,046  
    SALES FORCE .COM INC 2011-01 PURCHASE 2015-05   716 331     385  
    BNY MELLON INCOME STOCK-M 2012-02 PURCHASE 2015-05   11,372 8,594     2,778  
    BNY MELLON INCOME STOCK-M 2012-07 PURCHASE 2015-05   13,628 9,957     3,671  
    DREYFUS MIDCAP INDEX FUND 2011-03 PURCHASE 2015-05   193 144     49  
    DREYFUS MIDCAP INDEX FUND 2011-05 PURCHASE 2015-05   12,807 10,000     2,807  
    CENTERPOINT ENERGY INC 2011-10 PURCHASE 2015-05   1,622 1,632     -10  
    CENTERPOINT ENERGY INC 2012-12 PURCHASE 2015-05   608 598     10  
    STATE STREET CORP 2011-10 PURCHASE 2015-05   2,348 1,039     1,309  
    STATE STREET CORP 2012-07 PURCHASE 2015-05   783 416     367  
    STATE STREET CORP 2011-10 PURCHASE 2015-05   3,099 1,386     1,713  
    SOUTHWESTERN ENERGY CO 2012-09 PURCHASE 2015-05   1,625 2,094     -469  
    SOUTHWESTERN ENERGY CO 2012-12 PURCHASE 2015-05   271 347     -76  
    SOUTHWESTERN ENERGY CO 2012-12 PURCHASE 2015-05   265 347     -82  
    AVAGO TECHNOLOGIES LTD 2013-09 PURCHASE 2015-06   1,151 337     814  
    BRISTOL-MYERS SQUIBB CO 2013-05 PURCHASE 2015-06   1,342 942     400  
    APPLE INC 2013-10 PURCHASE 2015-07   370 228     142  
    AMGEN INC 2013-09 PURCHASE 2015-07   918 701     217  
    GILEAD SCIENCES INC 2011-10 PURCHASE 2015-07   2,050 366     1,684  
    SERVICENOW INC 2014-04 PURCHASE 2015-07   1,563 1,061     502  
    ELECTRONIC ARTS INC 2014-07 PURCHASE 2015-07   713 383     330  
    VALERO ENERGY CORP NEW 2014-06 PURCHASE 2015-07   1,293 1,022     271  
    BNY MELLON INTL EQUITY INCOME FUND 2012-02 PURCHASE 2015-08   9,310 10,000     -690  
    BNY MELLON INTL EQUITY INCOME FUND 2012-04 PURCHASE 2015-08   9,744 10,000     -256  
    BNY MELLON INTL EQUITY INCOME FUND 2014-05 PURCHASE 2015-08   21,612 25,000     -3,388  
    DOVER CORP 2011-10 PURCHASE 2015-08   878 622     256  
    DOVER CORP 2014-03 PURCHASE 2015-08   627 800     -173  
    APPLE INC 2013-10 PURCHASE 2015-08   2,415 1,593     822  
    DOVER CORP 2011-10 PURCHASE 2015-08   3,543 2,486     1,057  
    WACHOVIA CORP 2011-03 PURCHASE 2015-08   26,277 27,051     -774  
    APPLE INC 2011-01 PURCHASE 2015-08   1,453 624     829  
    APPLE INC 2013-10 PURCHASE 2015-08   782 531     251  
    MEAD JOHNSON NUTRITION 2014-06 PURCHASE 2015-08   1,261 1,386     -125  
    MEAD JOHNSON NUTRITION 2014-06 PURCHASE 2015-08   1,676 1,834     -158  
    MEAD JOHNSON NUTRITION 2014-06 PURCHASE 2015-08   419 462     -43  
    AVAGO TECHNOLOGIKS LTD 2013-09 PURCHASE 2015-08   1,208 421     787  
    JOHNSON CONTROLS INC 2011-01 PURCHASE 2015-08   1,564 1,327     237  
    JOHNSON CONTROLS INC 2011-10 PURCHASE 2015-08   1,117 796     321  
    JOHNSON CONTROLS INC 2011-10 PURCHASE 2015-08   2,404 1,751     653  
    ABBOTT LABO RATORI ES 2014-04 PURCHASE 2015-08   438 379     59  
    ABBOTT LABORATORIES 2014-06 PURCHASE 2015-08   875 817     58  
    ABBVIE INC. 2014-07 PURCHASE 2015-08   1,247 1,099     148  
    MERCK & CO INC 2014-01 PURCHASE 2015-08   525 525        
    CATERPILLAR TNC 2011-01 PURCHASE 2015-09   2,225 2,866     -641  
    CATERPILLAR INC 2011-10 PURCHASE 2015-09   1,483 1,692     -209  
    INTERCONTINENTAL EXCHANGE INC 2013-01 PURCHASE 2015-09   1,143 655     488  
    INTERCONTINENTAL EXCHANGE INC 2014-06 PURCHASE 2015-09   686 572     114  
    AFLAC INC 2014-06 PURCHASE 2015-09   1,153 1,267     -114  
    F N F GROUP 2013-12 PURCHASE 2015-09   2,150 1,514     636  
    GILEAU SCIENCES INC 2011-10 PURCHASE 2015-09   1,051 204     847  
    ELECTRONIC ARTS INC 2014-07 PURCHASE 2015-09   685 383     302  
    GILEAD SCIENCES NC 2011-10 PURCHASE 2015-09   3,352 651     2,701  
    SERVICENOW INC 2013-08 PURCHASE 2015-09   726 435     291  
    AMAZON.COM INC 2011-10 PURCHASE 2015-09   1,514 733     781  
    MALL INCKRODT PLC 2014-09 PURCHASE 2015-09   1,156 1,642     -486  
    TCW EMERGING MARKETS INCOME FUND-I 2012-02 PURCHASE 2015-10   8,653 10,000     -1,347  
    TCW EMERGING MARKETS INCOME FUND-I 2012-05 PURCHASE 2015-10   8,855 10,000     -1,145  
    COSTCO WHSL CORP NEW 2011-01 PURCHASE 2015-10   1,330 649     681  
    MONSTER BEVERAGE CORP 2014-01 PURCHASE 2015-10   1,345 697     648  
    ABBVIE INC. 2014-07 PURCHASE 2015-10   1,118 1,099     19  
    ELECTRONIC ARTS NC 2014-07 PURCHASE 2015-10   1,944 1,150     794  
    AFLAC INC 2014-06 PURCHASE 2015-10   1,218 1,267     -49  
    F N F GROUP 2013-12 PURCHASE 2015-10   957 681     276  
    AFLAC INC 2014-06 PURCHASE 2015-10   2,425 2,527     -102  
    AFLAC INC 2014-09 PURCHASE 2015-10   61 59     2  
    AFLAC INC 2014-09 PURCHASE 2015-10   61 59     2  
    AFLAC INC 2014-09 PURCHASE 2015-10   485 468     17  
    F N F GROUP 2013-12 PURCHASE 2015-10   698 505     193  
    F N F GROUP 2013-12 PURCHASE 2015-10   866 614     252  
    F N F GROUP 2013-12 PURCHASE 2015-10   104 76     28  
    T E CONNECTIVITY LTD 2014-05 PURCHASE 2015-10   1,230 1,185     45  
    T E CONNECTIVITY LTD 2014-05 PURCHASE 2015-10   615 593     22  
    T E CONNECTIVITY LTD 2014-06 PURCHASE 2015-10   615 604     11  
    F N F GROUP 2013-12 PURCHASE 2015-10   1,204 860     344  
    T E CONNECTIVITY LTD 2014-05 PURCHASE 2015-10   621 593     28  
    T E CONNECTIVITY LTD 2014-04 PURCHASE 2015-10   640 590     50  
    T E CONNECTIVITY LTD 2014-05 PURCHASE 2015-10   640 593     47  
    P V H CORP 2013-06 PURCHASE 2015-10   1,096 1,449     -353  
    P V H CORP 2014-04 PURCHASE 2015-10   457 605     -148  
    P V H CORP 2014-04 PURCHASE 2015-10   274 367     -93  
    BNY MELLON EMERGING MKTSM 2012-04 PURCHASE 2015-11   13,000 15,748     -2,748  
    P V H CORP 2013-06 PURCHASE 2015-12   1,467 2,173     -706  
    VALERO ENERGY CORP NEW 2011-10 PURCHASE 2015-12   1,415 427     988  
    ELECTRONIC ARTS INC 2014-07 PURCHASE 2015-12   671 383     288  
    ELECTRONIC ARTS INC 2014-08 PURCHASE 2015-12   671 378     293  
    APPLE INC 2011-01 PURCHASE 2015-12   1,557 672     885  
    GENERAL ELEC CAP CRP 2011-03 PURCHASE 2015-12   26,797 27,241     -444  

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    BURT FAMILY FOUNDATION INC
    EIN:
    30-0633793
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITIES 881,850 970,732
    FIXED INCOME 231,558 223,543

    TY 2015 InvestmentsOtherSchedule2
    Name:
    BURT FAMILY FOUNDATION INC
    EIN:
    30-0633793
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ALTERNATIVE INVESTMENTS AT COST 32,500 38,695

    TY 2015 OtherProfessionalFeesSchedule
    Name:
    BURT FAMILY FOUNDATION INC
    EIN:
    30-0633793
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 13,906      


    TY 2015 TaxesSchedule
    Name:
    BURT FAMILY FOUNDATION INC
    EIN:
    30-0633793
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 30