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
NATHAN B & FLORENCE R BURT FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)C/O HARRY L ARKIN 7535 HAMPDEN AVEN
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DENVER, CO80231
A Employer identification number

84-0972203
B Telephone number (see instructions)

(303) 863-8400
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$3,884,522J 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 11,475 11,475  
4 Dividends and interest from securities... 76,229 76,229  
5a Gross rents............ 39,436 39,436  
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
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)....... Click to see attachment -37,324    
12 Total. Add lines 1 through 11........ 89,816 127,140  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 27,600 12,420   15,180
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 2,382 1,072   1,310
c Other professional fees (attach schedule).... Click to see attachment 31,791 31,791    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,215 985   1,204
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 3,127 1,251   1,876
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 7,367 1,782   1,841
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 74,482 49,301   21,411
25 Contributions, gifts, grants paid....... 254,850 254,850
26 Total expenses and disbursements. Add lines 24 and 25 329,332 49,301   276,261
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -239,516
b Net investment income (if negative, enter -0-) 77,839
c Adjusted net income (if negative, enter -0-)...  
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......... 1,238,013 1,562,840 1,680,667
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) 100,000 Click to see attachment0  
b Investments—corporate stock (attach schedule)....... 945,052 Click to see attachment974,329 1,683,855
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet67,500
Less: accumulated depreciation (attach schedule) bullet25,174 42,326 Click to see attachment42,326 520,000
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 490,967 Click to see attachment0  
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) 2,816,358 2,579,495 3,884,522
Liabilities 17 Accounts payable and accrued expenses.......... 1,100 1,178
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) Click to see attachment0 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 1,100 1,178
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........ 2,200,225 2,200,225
28 Paid-in or capital surplus, or land, bldg., and equipment fund 42,326 42,326
29 Retained earnings, accumulated income, endowment, or other funds 572,707 335,766
30 Total net assets or fund balances (see instructions)..... 2,815,258 2,578,317
31 Total liabilities and net assets/fund balances (see instructions). 2,816,358 2,579,495
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
2,815,258
2
Enter amount from Part I, line 27a .....................
2
-239,516
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2,575
4
Add lines 1, 2, and 3 ..........................
4
2,578,317
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
2,578,317
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.)
1 a 500 SH MEDTRONIC, INC. COMMON P 2007-10-16 2015-01-27
b 976 SH FRONTIER COMMUNICATIONS, INC. P 2006-03-17 2015-11-01
c WESTERN ASSET TRUST P 1993-06-08 2015-01-01
d 171 SH MOTOROLA COMMON STOCK P 1996-10-09 2015-11-01
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 37,558 0 25,423 12,135
b 303 0 6,939 -6,636
c 57,206 0 100,000 -42,794
d 10,264 0 10,293 -29
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 0 0 0 12,135
b 0 0 0 -6,636
c 0 0 0 -42,794
d 0 0 0 -29
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 -37,324
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 83,470 4,281,972 0.019493
2013 238,578 4,303,367 0.055440
2012 189,699 4,239,783 0.044743
2011 177,908 4,124,595 0.043133
2010 193,167 4,132,448 0.046744
2
Total of line 1, column (d) .....................
20.209553
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
0.041911
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
3,609,299
5
Multiply line 4 by line 3......................
5
151,269
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
778
7
Add lines 5 and 6........................
7
152,047
8
Enter qualifying distributions from Part XII, line 4.............
8
276,261
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 1 778
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 0
3 Add lines 1 and 2........................... 3 778
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- ..... 5 778
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 1,872
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.............. Part VI Line 7 - Original Return Overpayment: -1872 7 1,872
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 1,094
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet1,094 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
    Yes
     
    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)
    bulletCO
    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 addressbulletWWW.BURTFOUNDATION.ORG
    14
    The books are in care ofbulletHARRY L ARKIN Telephone no.bullet (303) 863-8400

    Located atbullet7535 HAMPDEN AVENUEDENVERCO ZIP+4bullet80231
    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
     
    No
    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
    HARRY L ARKIN PRESIDENT
    10.00     		27,600 0 0
    1660 LINCOLN ST STE 3150
    DENVER,CO80264
    MARGARET FOMER PHD DIRECTOR
    1.00     		0 0 0
    1660 LINCOLN ST STE 3150
    DENVER,CO80264
    NATALIE MEYER SECRETARY
    1.00     		0 0 0
    1660 LINCOLN ST STE 3150
    DENVER,CO80264
    GREGORY W DICKSON TREASURER
    2.00     		0 0 0
    1660 LINCOLN ST STE 3150
    DENVER,CO80264
    JOHN C BAKER VICE PRES
    2.00     		0 0 0
    1660 LINCOLN ST STE 3150
    DENVER,CO80264
    BRUCE JAFEK MD DIRECTOR
    1.00     		0 0 0
    1660 LINCOLN ST STE 3150
    DENVER,CO80264
    HARRISON F HAYES MD DIRECTOR
    1.00     		0 0 0
    1660 LINCOLN ST STE 3150
    DENVER,CO80264
    ROSMINA GARCIA DIRECTOR
    1.00     		0 0 0
    1660 LINCOLN ST STE 3150
    DENVER,CO80264
    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 0
    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.............bullet0
    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  
    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
    2,202,679
    b
    Average of monthly cash balances.......................
    1b
    1,461,064
    c
    Fair market value of all other assets (see instructions)................
    1c
    520
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,664,263
    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
    3,664,263
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    54,964
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,609,299
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    180,465
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    180,465
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    778
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    778
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    179,687
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    179,687
    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
    179,687
    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
    276,261
    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
    276,261
    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
    778
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    275,483
    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 7 179,687
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 24,642
    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$ 276,261
    a Applied to 2014, but not more than line 2a 24,642
    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..... 179,679
    e Remaining amount distributed out of corpus 71,940
    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 71,940
    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 .............     		 
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		8
    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 ......     		71,940
    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.... 71,940
    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).)
    NONE
    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.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    HARRY L ARKIN
    7535 HAMPDEN AVENUE SUITE 501
    DENVER,CO80231
    (303) 836-8400
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS MUST BE SUBMITTED IN A PRESCRIBED FORMAT DETERMINED BY THE FOUNDATION. PLEASE VISIT WWW.BURTFOUNDATION.ORG TO DOWNLOAD THE MOST RECENT GRANT MATERIALS AND APPLICATION FORM.
    cAny submission deadlines:
    THE FOUNDATION ACCEPTS GRANT APPLICATIONS AND APPROVES GRANTS TWICE A YEAR.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    DENVER SANTA CLAUS SHOP
    PO BOX 102104
    DENVER,CO80250     		  PUBLIC GENERAL ASSISTANCE 1,000
    DENVER KIDS INC
    1860 LINCOLN STREET 9TH FLOOR
    DENVER,CO80203     		  PUBLIC GENERAL ASSISTANCE 12,500
    ADAMS CAMP
    6767 S SPRUCE STREET
    ENGLEWOOD,CO80112     		  PUBLIC GENERAL ASSISTANCE 2,500
    ADOPT COLORADO KIDS
    1540 MAIN STREET UNIT 218 331
    WINDSOR,CO80550     		  PUBLIC GENERAL ASSISTANCE 2,500
    THE ADOPTION EXCHANGE
    14232 E EVANS AVE
    AURORA,CO80014     		  PUBLIC GENERAL ASSISTANCE 3,600
    A PRECIOUS CHILD INC
    557 BURBANK STREET UNIT E
    BROOMFIELD,CO80020     		  PUBLIC GENERAL ASSISTANCE 2,500
    COLORADO FRIENDSHIP
    1067 HOVER RD 116
    LONGMONT,CO80120     		  PUBLIC GENERAL ASSISTANCE 2,500
    THE CONFLICT CENTER
    4140 TEJON ST
    DENVER,CO80211     		  PUBLIC GENERAL ASSISTANCE 2,500
    THE DELORES PROJECT
    PO BOX 1406
    DENVER,CO80201     		  PUBLIC GENERAL ASSISTANCE 2,000
    ELDERHAUS ADULT DAY PROGRAM
    605 S SHIELS ST
    FORT COLLINS,CO80521     		  PUBLIC GENERAL ASSISTANCE 2,500
    BOYS & GIRLS CLUB OF FREEMONT COUNTY
    PO BOX 1537
    CANON CITY,CO81215     		  PUBLIC GENERAL ASSISTANCE 2,500
    BOYS HOPE GIRLS HOPE
    7060 E HAMPDEN AVE SUITE 203
    DENVER,CO80224     		  PUBLIC GENERAL ASSISTANCE 2,500
    THE INN BETWEEN OF LONGMONT INC
    250 KIMBARK ST
    LONGMONT,CO80501     		  PUBLIC GENERAL ASSISTANCE 2,500
    BRAIN INJURY ASSOCIATION OF COLO
    1385 S COLORADO BLVD SUITE 606A
    DENVER,CO80222     		  PUBLIC GENERAL ASSISTANCE 5,000
    CAL-WOOD EDUCATION CENTER
    PO BOX 347
    JAMESTOWN,CO80455     		  PUBLIC GENERAL ASSISTANCE 2,000
    MOLLY BROWN HOUSE MUSEUM HISTORIC DENVER INC
    1340 PENNSYLVANIA ST
    DENVER,CO80203     		  PUBLIC GENERAL ASSISTANCE 2,500
    COAL CREEK MEALS ON WHEELS
    455 N BURLINGTON AVE
    LAFAYETTE,CO80026     		  PUBLIC GENERAL ASSISTANCE 2,500
    PARTNERS IN HOUSING
    455 GOLD PASS HEIGHTS
    COLORADO SPRINGS,CO80906     		  PUBLIC GENERAL ASSISTANCE 2,000
    PUEBLO CHILD ADVOCACY CENTER
    301 W 13TH ST
    PUEBLO,CO81003     		  PUBLIC GENERAL ASSISTANCE 1,500
    REACH OUT AND READ COLORADO INC
    1660 S ALBION STREET SUITE 905
    DENVER,CO80222     		  PUBLIC GENERAL ASSISTANCE 2,500
    RESTORATION OUTREACH PROGRAMS
    PO BOX 632
    AURORA,CO80040     		  PUBLIC GENERAL ASSISTANCE 2,500
    YOUTH FOUNDATION
    PO BOX 309
    VAIL,CO81658     		  PUBLIC GENERAL ASSISTANCE 1,500
    A LITTLE HELP
    288 CLAYTON STREET SUITE 202
    DENVER,CO80206     		  PUBLIC GENERAL ASSISTANCE 2,500
    WHIZ KIDS TUTORING
    5500 E YALE AVE
    DENVER,CO80222     		  PUBLIC GENERAL ASSISTANCE 4,225
    MARIA DROSTE SERVICES OF COLORADO
    1355 S COLORADO BLVD 100
    DENVER,CO80222     		  PUBLIC GENERAL ASSISTANCE 2,500
    ROCKY MOUNTAIN MUTUAL HOUSING ASSOCIATION INC
    225 E 16TH AVE STE 1060
    DENVER,CO80203     		  PUBLIC GENERAL ASSISTANCE 2,500
    ADAMS COUNTY EMERGENCY FOOD BANK
    7111 E 56TH AVE
    COMMERCE CITY,CO80022     		  PUBLIC GENERAL ASSISTANCE 2,500
    CASA OF LARIMER COUNTY
    201 LAPORTE AVENUE SUITE 100
    FORT COLLINS,CO80521     		  PUBLIC GENERAL ASSISTANCE 2,500
    CHILDREN'S MUSEUM OF DENVER
    22121 CHILDRENS MUSEUM DRIVE
    DENVER,CO80211     		  PUBLIC GENERAL ASSISTANCE 2,500
    SHINING STARS FOUNDATION
    1660 LINCOLN STREET
    DENVER,CO80264     		  PUBLIC GENERAL ASSISTANCE 2,500
    COLORADO SYMPHONY ASSOCIATION
    999 18TH STREET 2055
    DENVER,CO80202     		  PUBLIC GENERAL ASSISTANCE 2,500
    COLORADO SPRINGS TEEN COURT
    224 EAST KIOWA STREET
    COLORADO SPRINGS,CO80903     		  PUBLIC GENERAL ASSISTANCE 1,500
    CROHN'S & COLITIS FOUNDATION OF AMERICA
    1805 S BELLAIRE ST 285
    DENVER,CO80222     		  PUBLIC GENERAL ASSISTANCE 2,500
    DENVER YOUNG ARTISTS ORCHESTRA
    1385 S COLORADO BLVD SUITE A722
    DENVER,CO80222     		  PUBLIC GENERAL ASSISTANCE 2,500
    GATEWAY BATTERED WOMEN'S SHELTER
    PO BOX 914
    AURORA,CO80040     		  PUBLIC GENERAL ASSISTANCE 2,500
    THE GAY LESBIAN BISEXUAL AND TRANSGENDER COMMUNITY
    1301 E COLFAX AVE
    DENVER,CO80218     		  PUBLIC GENERAL ASSISTANCE 2,000
    GROWING COLORADO KIDS
    30141 EAST 128TH AVENUE
    COMMERCE CITY,CO80022     		  PUBLIC GENERAL ASSISTANCE 2,500
    HOPE COMMUNITIES INC
    2543 CALIFORNIA STREET
    DENVER,CO80205     		  PUBLIC GENERAL ASSISTANCE 1,250
    IMPACT ON EDUCATION
    721 FRONT STREET SUITE A
    LOUISVILLE,CO80027     		  PUBLIC GENERAL ASSISTANCE 2,500
    PARKER SENIOR CENTER
    10675 LONGS PEAK WAY
    PARKER,CO80138     		  PUBLIC GENERAL ASSISTANCE 2,000
    SAFE PASSAGE DBA CHILDREN'S ADVOCACY CENTER
    423 S CASCADE AVENUE
    COLORADO SPRINGS,CO80903     		  PUBLIC GENERAL ASSISTANCE 2,500
    ST BENEDICT HEALTH AND HEALING MINISTRY
    PO BOX 325
    LOUISVILLE,CO80027     		  PUBLIC GENERAL ASSISTANCE 2,500
    THOMPSON VALLEY PRESCHOOL INC
    803 E 16TH ST
    LONGMONT,CO80503     		  PUBLIC GENERAL ASSISTANCE 2,000
    HAVERN CENTER INC HAVERN SCHOOL
    4643 S ULSTER ST 325
    DENVER,CO80237     		  PUBLIC GENERAL ASSISTANCE 5,000
    INTERCAMBIO DE COMUNIDADES
    4735 WALNUT ST STE B
    BOULDER,CO80301     		  PUBLIC GENERAL ASSISTANCE 2,500
    THE RALSTON HOUSE
    10795 WEST 58TH AVENUE
    ARVADA,CO80002     		  PUBLIC GENERAL ASSISTANCE 2,500
    GLOBAL MINDED
    1530 N HIGH STREET
    DENVER,CO80218     		  PUBLIC GENERAL ASSISTANCE 2,000
    COMMUNITY PARTNERSHIP FOR CHILD DEVELOPMENT
    2330 ROBINSON ST
    COLORADO SPRINGS,CO80904     		  PUBLIC GENERAL ASSISTANCE 3,000
    LORD'S DAILY BREAD
    PO BOX 1020
    AURORA,CO80040     		  PUBLIC GENERAL ASSISTANCE 2,800
    BENNIE E GOODWIN AFTER SCHOOL
    12400 HOFFMAN BLVD
    AURORA,CO80011     		  PUBLIC GENERAL ASSISTANCE 4,225
    BRENT ELY FOUNDATION DBA BRENT'S PLACE
    11980 E 16th AVE
    AURORA,CO80010     		  PUBLIC GENERAL ASSISTANCE 2,500
    COLORADO SPRINGS CONSERVATORY FOUNDATION
    415 SAHWATCH ST
    COLORADO SPRINGS,CO80903     		  PUBLIC GENERAL ASSISTANCE 2,000
    EDUCATION FOUNDATION FOR THE COLO NATL GUARD
    PO BOX 440889
    AURORA,CO80044     		  PUBLIC GENERAL ASSISTANCE 2,500
    HIGHER GROUND YOUTH CHALLENGE
    PO BOX 12145
    DENVER,CO80212     		  PUBLIC GENERAL ASSISTANCE 2,500
    MEALS ON WHEELS INC FOR LOVELAND & BERTHOUD
    437 GARFIELD AVE
    LOVELAND,CO80537     		  PUBLIC GENERAL ASSISTANCE 2,500
    MELLO MEMORIES INC
    6175 BURGESS ROAD
    COLORADO SPRINGS,CO80908     		  PUBLIC GENERAL ASSISTANCE 3,000
    SENIOR SERVICES SOLUTIONS PLUS
    321 NORTH COTTONWOOD AVENUE
    CANON CITY,CO81212     		  PUBLIC GENERAL ASSISTANCE 2,500
    SHILO HOME INC DBA SHILOH HOUSE
    12150 E 51ST AVENUE
    DENVER,CO80239     		  PUBLIC GENERAL ASSISTANCE 2,500
    TEENS INC
    PO BOX 1070
    NEDERLAND,CO80466     		  PUBLIC GENERAL ASSISTANCE 2,500
    SEXUAL ASSAULT VICTIM ADVOCATES CENTER
    4812 S COLLEGE AVE
    FORT COLLINS,CO80525     		  PUBLIC GENERAL ASSISTANCE 2,500
    BOYS & GIRLS CLUB OF LARIMER COUNTY
    103 SMOKEY STREET
    FORT COLLINS,CO80525     		  PUBLIC GENERAL ASSISTANCE 2,500
    CASA OF ADAMS & BROOMFIELD COUNTIES
    1100 JUDICIAL CENTER DRIVE
    BRIGHTON,CO80601     		  PUBLIC GENERAL ASSISTANCE 2,500
    CASA OF THE PIKES PEAK REGION
    701 S CASCADE AVE
    COLORADO SPRINGS,CO80903     		  PUBLIC GENERAL ASSISTANCE 2,500
    CATHOLIC CHARITIES & COMMUNITY SERVICES
    4045 PECOS STREET
    DENVER,CO80211     		  PUBLIC GENERAL ASSISTANCE 2,500
    CENTRAL VISITATION PROGRAM
    1660 SHERMAN ST
    DENVER,CO80203     		  PUBLIC GENERAL ASSISTANCE 1,000
    CITY WILD
    PO BOX 883
    DENVER,CO80201     		  PUBLIC GENERAL ASSISTANCE 2,000
    COLO CHAPTER OF THE NATL HEMOPHILIA FOUNDATION
    2465 SHERIDAN BOULEVARD
    EDGEWATER,CO80214     		  PUBLIC GENERAL ASSISTANCE 2,000
    COLORADO GOLDEN EAGLES HOCKEY INC
    PO BOX 621701
    LITTLETON,CO80162     		  PUBLIC GENERAL ASSISTANCE 1,500
    COLORADO YOUTH FOR A CHANGE
    2931 W 25TH AVE 201
    DENVER,CO80211     		  PUBLIC GENERAL ASSISTANCE 1,000
    THE CRISIS CENTER
    PO BOX 367
    CASTLE ROCK,CO80108     		  PUBLIC GENERAL ASSISTANCE 2,000
    DENTAL AID INC
    877 SOUTH BOULDER ROAD
    LOUISVILLE,CO80027     		  PUBLIC GENERAL ASSISTANCE 2,000
    DENVER INNER CITY PARISH
    1212 MARION ST
    DENVER,CO80204     		  PUBLIC GENERAL ASSISTANCE 2,500
    DENVER SCHOLARSHIP FOUNDATION
    303 E 17TH AVE SUITE 200
    DENVER,CO80203     		  PUBLIC GENERAL ASSISTANCE 2,500
    DOMINCAN HOME HEALTH AGENCY INC
    2501 GAYLORD STREET
    DENVER,CO80205     		  PUBLIC GENERAL ASSISTANCE 2,500
    FLATIRONS HABITAT FOR HUMANITY
    1455 DIXON AVE SUITE 210
    LAFAYETTE,CO80026     		  PUBLIC GENERAL ASSISTANCE 2,000
    FLORENCE CRITTENTON SERVICES
    96 SOUTH ZUNI STREET
    DENVER,CO80223     		  PUBLIC GENERAL ASSISTANCE 1,250
    FOCUS POINTS FAMILY RESOURCE CENTER
    2501 E 48TH AVENUE
    DENVER,CO80216     		  PUBLIC GENERAL ASSISTANCE 2,500
    FRIEND OF ARTS STREET
    1079 OSAGE STREET
    DENVER,CO80204     		  PUBLIC GENERAL ASSISTANCE 2,500
    GROWING HOME INC
    3489 W 72ND AVE SUITE 112
    WESTMINSTER,CO80030     		  PUBLIC GENERAL ASSISTANCE 2,500
    HANDS OF THE CARPENTER
    1455 AMMONS STREET SUITE 201
    DENVER,CO80214     		  PUBLIC GENERAL ASSISTANCE 2,500
    ILIFF SCHOOL OF THEOLOGY
    2321 E ILIFF AVE
    DENVER,CO80210     		  PUBLIC GENERAL ASSISTANCE 2,000
    JK MULLEN HIGH SCHOOL
    3601 SOUTH LOWELL BLVD
    DENVER,CO80236     		  PUBLIC GENERAL ASSISTANCE 2,000
    K-LIFE DENVER
    6500 E ORCHARD ROAD
    ENGLEWOOD,CO80111     		  PUBLIC GENERAL ASSISTANCE 2,000
    THE LIMB PRESERVATION FOUNDATION
    1601 E 19TH AVE SUITE 3200
    DENVER,CO80218     		  PUBLIC GENERAL ASSISTANCE 2,500
    LONGMONT MEALS ON WHEELS INC
    910 LONGS PEAK AVENUE
    LONGMONT,CO80501     		  PUBLIC GENERAL ASSISTANCE 2,750
    MAKE A WISH COLORADO
    7951 E MAPLEWOOD AVE SUITE 126
    ENGLEWOOD,CO80111     		  PUBLIC GENERAL ASSISTANCE 2,500
    MOUNT EVANS HOSPICE INC
    3081 BERGEN PEAK DRIVE
    EVERGREEN,CO80439     		  PUBLIC GENERAL ASSISTANCE 2,500
    NEIGHBOR NETWORK
    100 THIRD STREET
    CASTLE ROCK,CO80104     		  PUBLIC GENERAL ASSISTANCE 2,500
    NIGHTHAWK RANCH INC
    12150 W 44TH AVE UNIT 203
    WHEATRIDGE,CO80333     		  PUBLIC GENERAL ASSISTANCE 1,500
    OPEN DOOR MINISTRIES
    PO BOX 18018
    DENVER,CO80218     		  PUBLIC GENERAL ASSISTANCE 2,500
    PATHWAYS HOSPICE
    305 CARPENTER ROAD
    FORT COLLINS,CO80525     		  PUBLIC GENERAL ASSISTANCE 2,500
    PHAMALY THEATRE GROUP
    4061 S ELIOT STREET
    ENGLEWOOD,CO80110     		  PUBLIC GENERAL ASSISTANCE 2,500
    PHILLIPS CNTY FAMILY EDUCATION SERVICES INC
    PO BOX 365
    HOLYOKE,CO80734     		  PUBLIC GENERAL ASSISTANCE 2,000
    THE PRODUCTION COMPANY INC
    PO BOX 382
    FORT MORGAN,CO80701     		  PUBLIC GENERAL ASSISTANCE 2,500
    RED RIBBON PROJECT
    PO BOX 6058
    AVON,CO81620     		  PUBLIC GENERAL ASSISTANCE 1,000
    SAFEHOUSE DENVER INC
    1649 DOWNING ST
    DENVER,CO80218     		  PUBLIC GENERAL ASSISTANCE 2,500
    SENIOR ASSISTANCE CENTER
    2839 WEST 44TH AVENUE
    DENVER,CO80211     		  PUBLIC GENERAL ASSISTANCE 2,500
    THE SENIOR HUB
    2360 WEST 90TH AVENUE
    DENVER,CO80260     		  PUBLIC GENERAL ASSISTANCE 1,500
    SPECIAL KIDS SPECIAL FAMILIES
    424 WEST PIKES PEAK AVENUE
    COLORADO SPRINGS,CO80905     		  PUBLIC GENERAL ASSISTANCE 1,000
    SENIOR SUPPORT SERVICES
    846 E 18TH AVENUE
    DENVER,CO80218     		  PUBLIC GENERAL ASSISTANCE 1,500
    SUMMER SCHOLARS
    3401 QUEBEC ST SUITE 5010
    DENVER,CO80207     		  PUBLIC GENERAL ASSISTANCE 2,500
    SUN VALLEY YOUTH CENTER
    1230 DECATUR STREET
    DENVER,CO80204     		  PUBLIC GENERAL ASSISTANCE 2,000
    THERE WITH CARE
    2825 WILDERNESS PLACE SUITE 100
    BOULDER,CO80301     		  PUBLIC GENERAL ASSISTANCE 1,000
    THIRD WAY CENTER INC
    455 ACOMA ST
    EVERGREEN,CO80439     		  PUBLIC GENERAL ASSISTANCE 1,000
    WESTERN SLOPE CENTER FOR CHILDREN
    PO BOX 3978
    GRAND JUNCTION,CO81502     		  PUBLIC GENERAL ASSISTANCE 1,500
    YESS INSTITUTE
    1029 SANTA FE DRIVE
    DENVER,CO80204     		  PUBLIC GENERAL ASSISTANCE 1,250
    Total .................................bullet 3a 254,850
    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 ...........     		    14 11,475  
    4 Dividends and interest from securities....     14 76,229  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 39,436  
    6
    Net rental income or (loss) from personal property     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............     		    18 -37,324  
    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)..   89,816  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1389,816
    (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:  
    Part VI Line 7 -Original Return Overpayment: -1,872


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    NATHAN B & FLORENCE R BURT FOUNDATION
    EIN:
    84-0972203
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Boeing CO 48,658 144,590
    Eli Lilly & CO 12,463 84,260
    Verizon Communications 131,188 188,115
    Chevrontexaco Corp 33,412 138,538
    HCP, Inc 10,871 29,827
    Conagra 19,204 33,728
    Fortune Brands 4,361 55,500
    Xcel Energy 10,958 16,698
    Intel Corp 83,294 137,800
    Alliant Energy 4,592 49,835
    GLAXOSMITHKLINE PLC 56,129 40,350
    Conoco Phillips 73,179 37,352
    BP PLC SPONS ADR 40,469 31,260
    McDonalds 23,053 118,140
    Dean Foods 15,974 17,150
    Allstate Corp 55,175 62,090
    JP Morgan Chase 41,883 66,030
    Centurylink 57,288 29,286
    ACCO Brands (Unit Corp) 7,248 48,800
    Medtronic 37,558 38,460
    Berkshire Hathaway 36,693 66,020
    Frontier Communication 1,555  
    Bristol Myers Squib 16,879 34,395
    Merck & CO New 17,989 26,410
    Whitewave Foods Corp 17,740 48,132
    Phillips 66 4,625 65,440
    Zoetis Inc. 5,878 9,584
    Kinder Morgan, Inc. 72,017 32,720
    AT&T 16,428 17,205
    PFIZER INC. 17,568 16,140

    TY 2015 InvestmentsGovtObligationsSch
    Name:
    NATHAN B & FLORENCE R BURT FOUNDATION
    EIN:
    84-0972203
    US Government Securities - End of Year Book Value:

     
    US Government Securities - End of Year Fair Market Value:

     
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2015 InvestmentsLandSchedule2
    Name:
    NATHAN B & FLORENCE R BURT FOUNDATION
    EIN:
    84-0972203
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LAND - 3100 SO BROADWAY, ENGLEWOOD 42,326   42,326  
    BUILDING - 3100 SO BROADWAY 25,174 25,174    

    TY 2015 InvestmentsOtherSchedule2
    Name:
    NATHAN B & FLORENCE R BURT FOUNDATION
    EIN:
    84-0972203
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Western Asset Glbl Strat Inc A      
    Western Asset Adj Rate Inc C1      
    Western Asset Govt MM FD A      

    TY 2015 OtherExpensesSchedule
    Name:
    NATHAN B & FLORENCE R BURT FOUNDATION
    EIN:
    84-0972203
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 115 86   29
    TELEPHONE 644 258   386
    INSURANCE 1,170 761   409
    OFFICE SUPPLIES 1,014 405   609
    WEBSITE 680 272   408
    FEDERAL EXCISE TAXES 3,744      
    PENALIES        


    TY 2015 OtherIncomeSchedule2
    Name:
    NATHAN B & FLORENCE R BURT FOUNDATION
    EIN:
    84-0972203
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CAPITAL LOSSES ON SALE -37,324    


    TY 2015 OtherIncreasesSchedule
    Name:
    NATHAN B & FLORENCE R BURT FOUNDATION
    EIN:
    84-0972203
    Description Amount
    EXCISE TAX REFUNDS 2,575


    TY 2015 OtherLiabilitiesSchedule
    Name:
    NATHAN B & FLORENCE R BURT FOUNDATION
    EIN:
    84-0972203
    Description Beginning of Year - Book Value End of Year - Book Value
    PAYROLL TAXES PAYABLE    
    PAYROLL TAXES PAYABLE    


    TY 2015 OtherLiabilitiesSchedule
    Name:
    NATHAN B & FLORENCE R BURT FOUNDATION
    EIN:
    84-0972203
    Description Beginning of Year - Book Value End of Year - Book Value
    PAYROLL TAXES PAYABLE    
    PAYROLL TAXES PAYABLE    


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    NATHAN B & FLORENCE R BURT FOUNDATION
    EIN:
    84-0972203
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    HARRY L. ARKIN INVSTMT MNGMNT 31,791 31,791    


    TY 2015 TaxesSchedule
    Name:
    NATHAN B & FLORENCE R BURT FOUNDATION
    EIN:
    84-0972203
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 2,189 985   1,204
    PENALTIES 26      
    TAX REFUND