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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... 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$1,265,346J 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.............
3 Interest on savings and temporary cash investments 1,436 1,436 1,436
4 Dividends and interest from securities... 23,081 23,081 23,081
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 100,446
b Gross sales price for all assets on line 6a 394,368
7 Capital gain net income (from Part IV, line 2)... 25,355
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........ 124,963 49,872 24,517
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 4,900      
c Other professional fees (attach schedule).... Click to see attachment 13,323      
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
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.......... 18,223 0   0
25 Contributions, gifts, grants paid....... 64,500 64,500
26 Total expenses and disbursements. Add lines 24 and 25 82,723 0   64,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 42,240
b Net investment income (if negative, enter -0-) 49,872
c Adjusted net income (if negative, enter -0-)... 24,517
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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......... 31,092 52,418 52,417
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)....... 1,054,209 Click to see attachment1,087,623 1,189,955
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).......... 32,500 Click to see attachment20,000 22,974
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) 1,117,801 1,160,041 1,265,346
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 Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here 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 1,117,801 1,160,041
30 Total net assets or fund balances (see instructions)..... 1,117,801 1,160,041
31 Total liabilities and net assets/fund balances (see instructions). 1,117,801 1,160,041
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
1,117,801
2
Enter amount from Part I, line 27a .....................
2
42,240
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,160,041
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
1,160,041
Form 990-PF (2018)
Form 990-PF (2018)
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 25,355
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))
2017 66,576 1,394,116 0.047755
2016 66,991 1,269,015 0.052790
2015 60,843 1,334,203 0.045603
2014 52,700 1,244,355 0.042351
2013 39,000 1,244,355 0.031342
2
Total of line 1, column (d) .....................
2
0.219841
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.043968
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,404,669
5
Multiply line 4 by line 3......................
5
61,760
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
499
7
Add lines 5 and 6........................
7
62,259
8
Enter qualifying distributions from Part XII, line 4,.............
8
64,500
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 499
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........................... 3 499
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- ..... 5 499
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 2,402
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 2,402
8 Enter any penalty for underpayment of estimated tax. Check here 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 1,903
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet1,903 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 2018 or the taxable year beginning in 2018? See the 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 (2018)
    Form 990-PF (2018)
    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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    HEATHER RHOADES SECRETARY
    1.00     		0 0 0
    75 ISHAM ROAD
    WEST HARTFORD,CT06107
    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  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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 (2018)
    Form 990-PF (2018)
    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
    1,358,602
    b
    Average of monthly cash balances.......................
    1b
    29,691
    c
    Fair market value of all other assets (see instructions)................
    1c
    37,767
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,426,060
    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
    1,426,060
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    21,391
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,404,669
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    70,233
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    70,233
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    499
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    499
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    69,734
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    69,734
    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
    69,734
    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
    64,500
    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
    64,500
    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
    499
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    64,001
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 69,734
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 64,377
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 64,500
    a Applied to 2017, but not more than line 2a 64,377
    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 2018 distributable amount..... 123
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018.    
    (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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		69,611
    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) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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 (2018)
    Form 990-PF (2018)
    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
    154 POND MEADOW ROAD
    KILLINGWORTH,CT06419     		NONE 501(C)(3) GENERAL PURPOSES 1,500
    AFRICAN WILDLIFE FOUNDATION
    PO BOX 6082
    ALBERT LEA,MN56607     		NONE 501(C)(3) GENERAL PURPOSES 500
    ANIMAL LEGAL DEFENSE FUND
    170 EAST COTATI AVE
    COTATI,CA94931     		NONE 501(C)(3) GENERAL PURPOSES 1,500
    ANIMAL SHELTER OF THE WOOD
    PO BOX 1496
    HAILEY,ID83333     		NONE 501(C)(3) GENERAL PURPOSES 500
    ANIMAL WELFARE LEAGUE
    10305 SOUTHWEST HIGHWAY
    CHICAGO RIDGE,IL60415     		NONE 501(C)(3) GENERAL PURPOSES 500
    ANOTHER CHANCE FOR ENGLISH SETTERS
    51 LOUDON ROAD
    SACO,ME04072     		NONE 501(C)(3) GENERAL PURPOSES 500
    BAT CONSERVATION INTERNATIONAL
    4600 N FAIRFAX DRIVE
    7TH FLOOR
    ARLINGTON,VA22203     		NONE 501(C)(3) GENERAL PURPOSES 2,000
    BEECH BROOK FARM EQUINE RESCUE
    77 OCEANVIEW AVE
    MYSTIC,CT06355     		NONE 501(C)(3) GENERAL PURPOSES 500
    BIG CAT RESCUE
    12802 EASY ST
    TAMPA,FL33625     		NONE 501(C)(3) GENERAL PURPOSES 500
    BLOCK ISLAND CONSERVANCY INC
    PO BOX 84
    BLOCK ISLAND,RI02807     		NONE 501(C)(3) GENERAL PURPOSES 1,500
    BELINDA SHOCKLEY TREASURER
    PO BOX 32
    DELMAR,DE19940     		NONE 501(C)(3) GENERAL PURPOSES 500
    BORN FREE USA
    PO BOX 32160
    WASHINGTON,DC20007     		NONE 501(C)(3) GENERAL PURPOSES 2,000
    CAVALIER KING CHARLES SPANIEL RESCU
    1345 EAGLE RUN DRIVE
    SANIBEL,FL33957     		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
    SHAWNA ENGLISH
    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 ANIMAL HOUSE
    PO BOX 343
    WATERFORD,CT06385     		NONE 501(C)(3) GENERAL PURPOSES 750
    DR STACEY GOLUB
    PO BOX 273
    EAST HAMPTOM,CT06424     		NONE 501(C)(3) GENERAL PURPOSES 1,000
    KATHY SCHWARTZ HOWE
    PO BOX 309
    LISBON,MD21765     		NONE 501(C)(3) GENERAL PURPOSES 2,000
    DEFENDERS OF WILDLIFE
    1130 17TH ST NW
    PO BOX 1553
    MERRIFIELD,VA22116     		NONE 501(C)(3) GENERAL PURPOSES 2,000
    DREAMCATCHER WILD HORSE & BURRO SAN
    PO BOX 8417
    PUEBLO,CO81008     		NONE 501(C)(3) GENERAL PURPOSES 500
    DREAMCHASER HORSE RESCUE CENTER & R
    6350 KINCHELOE DR
    FALCON,MO65490     		NONE 501(C)(3) GENERAL PURPOSES 500
    ENVIRONMENTAL DEFENSE FUND
    257 PARK AVE S
    NEW YORK,NY10010     		NONE 501(3)(C) GENERAL PURPOSES 500
    EXOTIC FELINE RESCUE CENTER
    2221 E ASHBORO ROAD
    CENTER POINT,IN47840     		NONE 501(C)(3) GENERAL PURPOSES 1,000
    FOUR PAWS INTERNATIONAL
    6 BEACON STREET
    STE 1110
    BOSTON,MA02108     		NONE 501(C)(3) GENERAL PURPOSES 500
    FRIENDS OF THE ANIMALS BATON ROUGE
    PO BOX 14871
    BATON ROUGE,LA70898     		NONE 501(C)(3) GENERAL PURPOSES 1,500
    FUR FREE SOCIETY
    PO BOX 6871
    TOWSON,MD21285     		NONE 501(C)(3) GENERAL PURPOSES 500
    GENTLE GIANT DRAFT HORSE RESCUE
    PO BOX
    5058
    HAGERSTOWN,MD21741     		NONE 501(C)(3) GENERAL PURPOSES 500
    GUARDIANS OF RESCUE
    34 EAST MAIN ST STE 303
    SMITHTOWN,NY11787     		NONE 501(C)(3) GENERAL PURPOSES 1,500
    HIGH HOPES THERAPEUTIC RIDING
    36 TOWN WOODS RD
    LYME,CT06371     		NONE 501(C)(3) GENERAL PURPOSES 1,000
    HORSE RESCUE UNITED INC
    PO BOX 308
    NEWPORT,NJ08345     		NONE 501(C)(3) GENERAL PURPOSES 1,500
    HORSES HEALING HUMANS
    340 NEW LONDON TPKE
    STONINGTON,CT06178     		NONE 501(C)(3) GENERAL PURPOSES 500
    HUDSON RIVER SLOOP CLEARWATER
    724 WOLCOTT AVE
    BEACON,NY12508     		NONE 501(C)(3) GENERAL PURPOSES 500
    INTERNATIONAL EXOTIC ANIMAL SANCTUR
    PO BOX 637
    BOYD,TX76023     		NONE 501(C)(3) GENERAL PURPOSES 1,000
    LITTLE LONGEARS MINIATURE DONKEY
    RESCUE
    1558 BOLLINGER RD
    WESTMINSTER,MD21157     		NONE 501(C)(3) GENERAL PURPOSES 500
    LOUISIANA HORSE RESCUE ASSOCIATION
    8900 MELROSE LANE
    RIVER RIDGE,LA70123     		NONE 501(C)(3) GENERAL PURPOSES 1,500
    MANES AND MOTIONS THERAPEUTIC
    2150 CORBIN AVENUE
    NEW BRITAIN,CT06053     		NONE 501(C)(3) GENERAL PURPOSES 500
    NOAH'S LOST ARK SANCTUARY
    ATTN ELLEN KARNOFEL
    PO BOX 1419
    MERRIFIELD,VA22116     		NONE 501(C)(3) GENERAL PURPOSES 500
    NORTHEAST ANIMAL SHELTER
    347 HIGHLAND AVE
    SALEM,MA01970     		NONE 301(C)(3) GENERAL PURPOSES 500
    NOWZAD DOGS NFP
    2770 MAIN STREET
    STE 161
    FRISCO,TX75033     		NONE 501(C)(3) GENERAL PURPOSES 1,000
    OCEAN CONSERVANCY
    1300 19TH ST
    NW 8TH FLOOR
    WASHINGTON,DC20036     		NONE 501(C)(3) GENERAL PURPOSES 500
    OCEANA CHARITABLE GRANT
    1350 CONNECTICUT AVE
    NW 5TH FLOOR
    WASHINGTON,DC20036     		NONE 501(C)(3) GENERAL PURPOSES 2,000
    OUR HEN HOUSE
    PO BOX 310
    GERMANTOWN,NY12526     		NONE 501(C)(3) GENERAL PURPOSES 1,000
    PEACEFUL VALLEY DONKEY RESCUE
    PO BOX 5741
    SAN ANGELO,TX76902     		NONE 501(C)(3) GENERAL PURPOSES 500
    PERFORMING ANIMAL WELFARE SOCIETY
    PO BOX 849
    GALT,CA95632     		NONE 501(C)(3) GENERAL PURPOSES 1,000
    PHYSICIANS COMMITTEE
    FOR RESPONSIBLE MEDICINE
    5100 WISCONSIN AVE
    NW SET 400
    WASHINGTON,DC20016     		NONE 501(C)(3) GENERAL PURPOSES 500
    POLLINATOR PARTNERSHIP
    423 WASHINGTON STREET
    5TH FLOOR
    SAN FRANCISCO,CA94111     		NONE 501(C)(3) GENERAL PURPOSES 1,000
    PRIDEROCK WILDLIFE REFUGE
    PO BOX 1594
    TERRELL,TX75160     		NONE 501(C)(3) GENERAL PURPOSES 500
    RAINFOREST ALLIANCE
    233 BROADWAY
    28TH FLOOR
    NEW YORK,NY10279     		NONE 501(C)(3) GENERAL PURPOSES 500
    RAY OF LIGHT FARM
    232 TOWN STREET
    EAST HADDAM,CT06423     		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
    SEA SHEPARD CONSERVATION SOCIETY
    PO BOX 96059
    WASHINGTON,DC200906059     		NONE 501(C)(3) GENERAL PURPOSES 1,500
    SHUG SIGHTHOUND UNDERGROUND
    PO BOX 339
    MCLEAN,VA22101     		NONE 501(C)(3) GENERAL PURPOSES 500
    SVM WILDLIFE HOSPITAL OF LOUISIANA
    LSU FOUNDATION
    3796B NICHOLSON DR
    BATON ROUGE,LA70802     		NONE 501(C)(3) GENERAL PURPOSES 1,500
    THE DAVID SHELDRICK WILDLIFE TRUST
    25283 CABOT RD
    STE 101
    LAGUNA HILLS,CA92653     		NONE 501(C)(3) GENERAL PURPOSES 2,000
    THE ELEPHANT SANCTUARY IN TN
    PO BOX 393
    HOHENWALD,TN38462     		NONE 501(C)(3) GENERAL PURPOSES 1,000
    TIGER HAVEN
    237 HARVEY RD
    KINGSTON,TN37763     		NONE 501(C)(3) GENERAL PURPOSES 500
    WILD
    MW1010 PROJECT
    717 POPLAR AVE
    BOULDER,CO80304     		NONE 501(C)(3) GENERAL PURPOSES 1,000
    WILD BIRD FUND
    565 COLUMBUS AVE
    NEW YORK,NY10024     		NONE 501(C)(3) GENERAL PURPOSES 1,250
    WILDLIFE IN CRISIS
    PO BOX 1246
    WESTON,CT06883     		NONE 501(C)(3) GENERAL PURPOSES 2,000
    WILDLIFE REHABILITATORS ASSOCIATION
    2865 TOWER HILL ROAD
    SAUNDERSTOWN,RI02874     		NONE 501(C)(3) GENERAL PURPOSES 2,000
    WOLF CONSERVATION CENTER
    PO BOX 421
    SOUTH SALEM,NY10590     		NONE 501(C)(3) GENERAL PURPOSES 1,000
    WOODSTOCK FARM ANIMAL SANCTUARY
    2 RESCUE ROAD
    HIGH FALLS,NY12440     		NONE 501(C)(3) GENERAL PURPOSES 2,000
    Total .................................bullet 3a 64,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 ...........     		        1,436
    4 Dividends and interest from securities....         23,081
    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 ............     		        100,446
    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)..     124,963
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    124,963
    (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 (2018)
    Form 990-PF (2018)
    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) (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) (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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    BURT FAMILY FOUNDATION INC
    EIN:
    30-0633793
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 4,900      

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

    TY 2018 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
    EXXON MOBIL   PURCHASE 2018-01   855 835     20  
    VALERO   PURCHASE 2018-01   930 530     400  
    ANDEAVOR   PURCHASE 2018-01   117 102     15  
    KIMCO REALTY CORP   PURCHASE 2018-01   1,255 1,297     -42  
    HILL-ROM HOLDINGS INC   PURCHASE 2018-01   260 237     23  
    HILL-ROM HOLDINGS INC.   PURCHASE 2018-01   87 79     8  
    HILL-ROM HOLDINGS INC.   PURCHASE 2018-01   1,044 940     104  
    PEPSICO   PURCHASE 2018-01   6,130 3,356     2,774  
    HILL-ROM HOLDINGS INC.   PURCHASE 2018-01   1,211 1,072     139  
    ALIGN TECHNOLOGY INC.   PURCHASE 2018-01   807 533     274  
    CELGENE CORP   PURCHASE 2018-01   3,252 3,461     -209  
    BROADCOM LTD.   PURCHASE 2018-01   1,543 252     1,291  
    BROADCOM LTD.   PURCHASE 2018-02   1,675 294     1,381  
    APPLE INC   PURCHASE 2018-02   1,254 1,282     -28  
    HOME DEPOT, INC.   PURCHASE 2018-02   2,748 529     2,219  
    HARTFORD FINL SVCS GROUP INC   PURCHASE 2018-02   1,086 801     285  
    FACEBOOK, INC   PURCHASE 2018-03   3,336 1,262     2,074  
    NVIDIA CORP   PURCHASE 2018-03   1,463 461     1,002  
    FACEBOOK, INC   PURCHASE 2018-03   1,286 409     877  
    FACEBOOK, INC   PURCHASE 2018-03   1,647 525     1,122  
    INCYTE CORP   PURCHASE 2018-03   1,787 1,972     -185  
    SCHWAB CHARLES CORP NEW   PURCHASE 2018-03   3,363 1,931     1,432  
    FACEBOOK INC   PURCHASE 2018-04   1,230 378     852  
    ABBOTT LABORATORIES   PURCHASE 2018-04   1,798 1,246     552  
    TARGA RESOURCES CORP   PURCHASE 2018-04   1,769 2,353     -584  
    SCHLUMBERGER LTD   PURCHASE 2018-04   2,560 2,607     -47  
    HALLIBURTON CO   PURCHASE 2018-04   989 877     112  
    PROCTER & GAMBLE CO   PURCHASE 2018-04   1,564 1,429     135  
    LILLY ELI & CO   PURCHASE 2018-04   2,396 2,404     -8  
    TAIWAN SEMICONDUCTOR MFG CO   PURCHASE 2018-04   4,282 2,807     1,475  
    TAIWAN SEMICONDUCTOR MFG CO   PURCHASE 2018-04   786 844     -58  
    TWENTY-FIRST CENTURY FOX INC   PURCHASE 2018-04   1,092 930     162  
    STARBUCKS CORP   PURCHASE 2018-04   1,744 1,919     -175  
    TWENTY-FIRST CENTURY FOX INC   PURCHASE 2018-04   1,817 1,541     276  
    CONSTELLATION BRANDS INC.   PURCHASE 2018-05   2,884 1,746     1,138  
    COSTCO WHSL CORP   PURCHASE 2018-05   1,555 1,283     272  
    COLGATE - PALMOLIVE CO   PURCHASE 2018-05   1,855 2,267     -412  
    SPLUNK, INC.   PURCHASE 2018-05   114 64     50  
    LAM RESH CORP   PURCHASE 2018-05   975 1,042     -67  
    3M CO   PURCHASE 2018-05   3,384 2,423     961  
    ABBVIE INC   PURCHASE 2018-06   2,967 2,873     94  
    TWENTY-FIRST CENTURY FOX INC.   PURCHASE 2018-06   2,750 2,149     601  
    STRYKER CORP   PURCHASE 2018-06   656 660     -4  
    3M CO   PURCHASE 2018-06   2,407 1,710     697  
    VALERO ENERGY CORP   PURCHASE 2018-06   1,507 278     1,229  
    AGILENT TECHNOLOGIES INC.   PURCHASE 2018-06   3,018 2,532     486  
    AGILENT TECHNOLOGIES INC.   PURCHASE 2018-06   2,631 1,732     899  
    HALIBURTON CO   PURCHASE 2018-06   3,595 2,948     647  
    SEMPRA ENERGY   PURCHASE 2018-06   3,481 3,224     257  
    STARBUCKS CORP   PURCHASE 2018-07   4,876 5,875     -999  
    MODELEZ INTERNATIONAL   PURCHASE 2018-07   1,234 1,348     -114  
    BROADCOM INC.   PURCHASE 2018-07   3,309 2,024     1,285  
    ADOBE SYSTEMS INC   PURCHASE 2018-07   2,305 620     1,685  
    ALIGN TECHNOLOGY INC   PURCHASE 2018-08   1,387 658     729  
    UNITEDHEALTH GROUP INC   PURCHASE 2018-08   1,529 1,071     458  
    AMAZON.COM INC   PURCHASE 2018-08   3,534 1,257     2,277  
    STRYKER CORP   PURCHASE 2018-08   3,119 3,104     15  
    NVIDIA CORP   PURCHASE 2018-08   1,969 535     1,434  
    MARVELL TECH GROUP LTD   PURCHASE 2018-08   212 233     -21  
    ALLY FINANCIAL INC.   PURCHASE 2018-08   2,667 2,311     356  
    AT&T INC.   PURCHASE 2018-08   638 695     -57  
    ALLY FINANCIAL INC.   PURCHASE 2018-08   2,626 2,071     555  
    ALLY FINANCIAL INC.   PURCHASE 2018-08   2,900 2,186     714  
    ALEXION PHARM INC.   PURCHASE 2018-08   620 683     -63  
    ALEXION PHARM INC.   PURCHASE 2018-08   1,353 1,419     -66  
    LAM RESH CORP   PURCHASE 2018-08   371 417     -46  
    FACEBOOK INC.   PURCHASE 2018-08   921 182     739  
    NVIDIA CORP   PURCHASE 2018-08   514 134     380  
    PROCTER & GAMBLE CO.   PURCHASE 2018-08   2,852 2,252     600  
    NUCOR CORP   PURCHASE 2018-08   3,190 2,179     1,011  
    LAM RESH CORP   PURCHASE 2018-08   2,406 2,505     -99  
    MICRON TECHNOLOGY INC   PURCHASE 2018-08   3,804 3,644     160  
    ATLASSIAN CORP   PURCHASE 2018-08   1,552 1,184     368  
    EXXON MOBIL   PURCHASE 2018-08   3,119 3,263     -144  
    EXACT SCIENCES CORP   PURCHASE 2018-08   705 539     166  
    COMCAST CORP   PURCHASE 2018-08   1,458 1,638     -180  
    SPLUNK INC.   PURCHASE 2018-08   2,129 1,081     1,048  
    EXXON MOBIL CORP   PURCHASE 2018-09   2,903 2,721     182  
    T-MOBILE US INC   PURCHASE 2018-09   644 657     -13  
    MICRON TECHNOLOGY INC   PURCHASE 2018-09   1,724 704     1,020  
    EXACT SCIENCES CORP   PURCHASE 2018-09   725 533     192  
    UNITEDHEATH GROUP INC   PURCHASE 2018-09   1,843 1,008     835  
    SALESFORCE.COM INC   PURCHASE 2018-09   153 90     63  
    ADOBE SYSTEMS INC   PURCHASE 2018-09   1,587 233     1,354  
    NVIDIA CORP   PURCHASE 2018-09   1,597 401     1,196  
    SPLUNK, INC.   PURCHASE 2018-09   702 382     320  
    FACEBOOK INC.   PURCHASE 2018-09   492 109     383  
    ATLASSIAN CORP   PURCHASE 2018-09   909 583     326  
    CORNING INC   PURCHASE 2018-09   359 322     37  
    SALESFORCE.COM INC.   PURCHASE 2018-09   623 361     262  
    NVIDIA CORP   PURCHASE 2018-09   1,056 263     793  
    ADOBE SYSTEMS INC.   PURCHASE 2018-09   1,308 191     1,117  
    AT&T INC.   PURCHASE 2018-10   1,004 1,013     -9  
    T-MOBILE US INC.   PURCHASE 2018-10   701 657     44  
    HONEYWELL INTL INC   PURCHASE 2018-10   830 274     556  
    GARRETT MOTION INC.   PURCHASE 2018-10   102 33     69  
    COLGATE - PALMOLIVE   PURCHASE 2018-10   1,684 1,889     -205  
    ANDEAVOR   PURCHASE 2018-10   7,004 3,887     3,117  
    COLGATE - PALMOLIVE   PURCHASE 2018-10   1,683 1,889     -206  
    COSTCO WHSL CORP   PURCHASE 2018-10   889 868     21  
    HOME DEPOT INC   PURCHASE 2018-10   785 786     -1  
    AMAZON.COM INC.   PURCHASE 2018-10   1,839 244     1,595  
    SPLUNK INC.   PURCHASE 2018-10   516 318     198  
    ALIGN TECHNOLOGY INC   PURCHASE 2018-10   1,009 452     557  
    NVIDIA CORP   PURCHASE 2018-10   787 196     591  
    ILLINOIS TOOL WKS INC   PURCHASE 2018-10   2,381 1,493     888  
    ADOBE SYSTEMS INC   PURCHASE 2018-10   505 77     428  
    INVESCO LTD   PURCHASE 2018-10   449 666     -217  
    ATLASSIAN CORP PLC   PURCHASE 2018-10   809 580     229  
    ASG MANAGED FUTURES   PURCHASE 2018-10   16,326 17,500     -1,174  
    INVESCO LTD   PURCHASE 2018-10   3,229 3,839     -610  
    INVESCO LTD   PURCHASE 2018-10   1,800 1,604     196  
    ALPHABET INC.   PURCHASE 2018-10   1,111 1,212     -101  
    ADOBE INC   PURCHASE 2018-10   1,790 268     1,522  
    ALPHABET INC   PURCHASE 2018-10   1,124 696     428  
    SALESFORCE.COM INC   PURCHASE 2018-10   1,458 902     556  
    ABBOTT LABORATORIES   PURCHASE 2018-10   3,404 1,930     1,474  
    ALPHABET INC   PURCHASE 2018-10   1,108 694     414  
    ADOBE INC   PURCHASE 2018-10   497 77     420  
    SALESFORCE.COM INC   PURCHASE 2018-10   572 361     211  
    SPLUNK, INC.   PURCHASE 2018-10   588 382     206  
    ALIGN TECHNOLOGIES INC   PURCHASE 2018-10   950 452     498  
    GILEAD SCIENCES INC.   PURCHASE 2018-10   736 714     22  
    SPLUNK INC   PURCHASE 2018-10   949 626     323  
    SALESFORCE.COM INC   PURCHASE 2018-10   1,545 416     1,129  
    AMAZON.COM INC   PURCHASE 2018-10   1,725 244     1,481  
    NVIDIA CORP   PURCHASE 2018-10   2,577 850     1,727  
    NETFLIX.COM INC   PURCHASE 2018-10   1,479 1,871     -392  
    SALESFORCE.COM INC   PURCHASE 2018-11   396 98     298  
    ADOBE INC   PURCHASE 2018-11   477 77     400  
    ALPHABET INC   PURCHASE 2018-11   2,077 1,382     695  
    ALLERGAN PLC   PURCHASE 2018-11   1,109 1,283     -174  
    ELECTRONIC ARTS INC   PURCHASE 2018-11   913 942     -29  
    RISIDEO TECHNOLOGIES INC   PURCHASE 2018-11   191 84     107  
    HARTFORD FINL SVCS GROUP INC   PURCHASE 2018-11   4,043 3,283     760  
    APPLE INC   PURCHASE 2018-11   2,891 3,053     -162  
    SPLUNK INC   PURCHASE 2018-11   1,422 925     497  
    AT&T INC   PURCHASE 2018-11   2,329 2,278     51  
    MARVELL TECH GROUP LTD   PURCHASE 2018-11   500 699     -199  
    GARRETT MOTION INC   PURCHASE 2018-11   4 2     2  
    APPLE INC   PURCHASE 2018-11   4,276 4,601     -325  
    NVIDIA CORP   PURCHASE 2018-11   4,674 2,028     2,646  
    ADOBE INC   PURCHASE 2018-11   2,213 383     1,830  
    ATLASSIAN CORP   PURCHASE 2018-11   699 580     119  
    EXACT SCIENCES CORP   PURCHASE 2018-11   1,298 1,054     244  
    ILLUMINA INC   PURCHASE 2018-11   1,507 1,596     -89  
    MARVELL TECH GROUP LTD   PURCHASE 2018-11   607 923     -316  
    APPLE INC   PURCHASE 2018-11   1,550 1,882     -332  
    RESIDEO TECHNOLOGIES INC   PURCHASE 2018-11   13 6     7  
    MARVELL TECH GROUP LTD   PURCHASE 2018-12   955 1,360     -405  
    INTERCONTINENTAL EXCHANGE INC   PURCHASE 2018-12   815 719     96  
    ELECTRONIC ARTS INC   PURCHASE 2018-12   4,628 4,404     224  
    DREYFUS OPPORT SM CAP   PURCHASE 2018-12   15,000 13,136     1,864  
    BNY MELLON M/C MULTI-STRATEGY FUND   PURCHASE 2018-12   35,000 31,613     3,387  
    DREYFUS FLOATING RATE INC   PURCHASE 2018-12   5,000 5,365     -365  
    DREYFUS NEWTON INTERN EQUITY   PURCHASE 2018-12   10,000 8,407     1,593  
    DREYFUS SLECT MGR S/C   PURCHASE 2018-12   10,000 8,655     1,345  
    DREYFUS SELECT MGR S/C VI   PURCHASE 2018-12   10,000 9,706     294  
    COMCAST CORP   PURCHASE 2018-12   780 819     -39  
    MONSTER BEVERAGE CORP   PURCHASE 2018-12   1,733 697     1,036  
    VERIZON COMMUNICATIONS INC   PURCHASE 2018-12   2,304 2,344     -40  
    CONSTELLATION BRANDS INC   PURCHASE 2018-12   1,325 1,543     -218  
    APPLE INC   PURCHASE 2018-12   2,375 2,790     -415  
    COMCAST CORP   PURCHASE 2018-12   1,480 1,535     -55  
    EXELON CORP   PURCHASE 2018-12   916 908     8  
    NEXTERA ENERGY INC   PURCHASE 2018-12   702 710     -8  

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    BURT FAMILY FOUNDATION INC
    EIN:
    30-0633793
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITIES 777,430 894,359
    FIXED INCOME 310,193 295,596

    TY 2018 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 20,000 22,974

    TY 2018 OtherProfessionalFeesSchedule
    Name:
    BURT FAMILY FOUNDATION INC
    EIN:
    30-0633793
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 13,323