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
NATHAN B & FLORENCE R BURT FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 160
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GOLDEN, CO80402
A Employer identification number

84-0972203
B Telephone number (see instructions)

(303) 997-6827
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$3,964,907J 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 33,728 33,728  
4 Dividends and interest from securities... 34,515 34,515  
5a Gross rents............ 44,420 44,420  
b Net rental income or (loss) 44,420
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)... 703
8 Net short-term capital gain......... 1
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... Click to see attachment -44,464    
12 Total. Add lines 1 through 11........ 68,199 113,366 1
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 19,600 8,820   10,780
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 3,862     3,862
b Accounting fees (attach schedule)....... 2,272 1,022   1,250
c Other professional fees (attach schedule).... Click to see attachment 40,107 25,107   15,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,570 832   1,017
19 Depreciation (attach schedule) and depletion... 0    
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 4,582 1,291   3,235
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 74,993 37,072   35,144
25 Contributions, gifts, grants paid....... 192,350 192,350
26 Total expenses and disbursements. Add lines 24 and 25 267,343 37,072   227,494
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -199,144
b Net investment income (if negative, enter -0-) 76,294
c Adjusted net income (if negative, enter -0-)... 1
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......... 1,227,468 1,086,125 1,086,125
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).....   0  
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet     0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........   1,949 1,949
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,212,176 Click to see attachment1,751,225 1,751,225
c Investments—corporate bonds (attach schedule).......   Click to see attachment410,608 410,608
11 Investments—land, buildings, and equipment: basis bullet67,500
Less: accumulated depreciation (attach schedule) bullet25,174 42,326 Click to see attachment42,326 715,000
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   0  
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
15 Other assets (describe bullet) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,481,970 3,292,233 3,964,907
Liabilities 17 Accounts payable and accrued expenses.......... 5,831 19,090
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe bullet) 0 0
23 Total liabilities (add lines 17 through 22)......... 5,831 19,090
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........ 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 1,233,588 1,030,592
30 Total net assets or fund balances (see instructions)..... 3,476,139 3,273,143
31 Total liabilities and net assets/fund balances (see instructions). 3,481,970 3,292,233
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
3,476,139
2
Enter amount from Part I, line 27a .....................
2
-199,144
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
3,276,995
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
3,852
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
3,273,143
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.)
1 a 156 SH QUALITY CARE PROPERTIES INC. P 2016-10-28 2018-07-27
b 100,000 CAPITAL ONE NA 1.450 6/29/2018 P 2017-04-24 2018-06-29
c 100,000 DISCOVER 1.550 6/25/2018 P 2017-04-24 2018-06-25
d ALLIANT ENERGY CP P 2018-02-15 2018-02-15
e 100,000 AMEX CENTURIAN 1950 18DE18 P 2017-04-24 2018-12-18
(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 3,237 0 2,535 702
b 100,000 0 100,000 0
c 100,000 0 100,000 0
d 1 0 0 1
e 100,000 0 100,000 0
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 0 702
b 0 0 0 0
c 0 0 0 0
d 0 0 0 1
e 0 0 0 0
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 2 703
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 1
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 217,906 4,057,347 0.053707
2016 239,449 3,837,973 0.062389
2015 275,483 3,609,299 0.076326
2014 83,470 4,281,972 0.019493
2013 238,578 4,303,367 0.055440
2
Total of line 1, column (d) .....................
2
0.267355
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
0.053471
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
4,020,594
5
Multiply line 4 by line 3......................
5
214,985
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
763
7
Add lines 5 and 6........................
7
215,748
8
Enter qualifying distributions from Part XII, line 4,.............
8
227,494
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 1 763
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........................... 3 763
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 763
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 1,949
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,600
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Original Return Overpayment: -4549 7 4,549
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 7
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,779
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet3,779 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 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 addressbulletWWW.BURTFOUNDATION.ORG
    14
    The books are in care ofbulletGREGORY W DICKSON Telephone no.bullet (303) 997-6827

    Located atbulletPO BOX 88GOLDENCO ZIP+4bullet80402
    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
     
    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 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
    HARRY L ARKIN PRESIDENT
    10.00     		44,707 0 0
    4155 EAST JEWELL AVENUE SUITE 814
    DENVER,CO80222
    MARGARET FOMER PHD DIRECTOR
    1.00     		0 0 0
    4155 EAST JEWELL AVENUE SUITE 814
    DENVER,CO80222
    ROSMINA GARCIA SECRETARY
    1.00     		0 0 0
    4155 EAST JEWELL AVENUE SUITE 814
    DENVER,CO80222
    GREGORY W DICKSON TREASURER
    2.00     		2,272 0 0
    4155 EAST JEWELL AVENUE SUITE 814
    DENVER,CO80222
    JOHN C BAKER VICE PRES
    2.00     		0 0 0
    4155 EAST JEWELL AVENUE SUITE 814
    DENVER,CO80222
    BRUCE JAFEK MD DIRECTOR
    1.00     		0 0 0
    4155 EAST JEWELL AVENUE SUITE 814
    DENVER,CO80222
    HARRISON F HAYES MD DIRECTOR
    1.00     		0 0 0
    4155 EAST JEWELL AVENUE SUITE 814
    DENVER,CO80222
    JED ZIEGENHAGEN DIRECTOR
    1.00     		0 0 0
    4155 EAST JEWELL AVENUE SUITE 814
    DENVER,CO80222
    TAMIKA COOPER DIRECTOR
    1.00     		0 0 0
    4155 EAST JEWELL AVENUE SUITE 814
    DENVER,CO80222
    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
    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.............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 (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
    2,158,159
    b
    Average of monthly cash balances.......................
    1b
    1,208,337
    c
    Fair market value of all other assets (see instructions)................
    1c
    715,325
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,081,821
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    4,081,821
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    61,227
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,020,594
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    201,030
    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
    201,030
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    763
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    763
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    200,267
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    200,267
    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
    200,267
    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
    227,494
    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
    227,494
    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
    763
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    226,731
    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 7 200,267
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 0
    b From 2014...... 0
    c From 2015...... 0
    d From 2016...... 121,896
    e From 2017...... 220,479
    fTotal of lines 3a through e........ 342,375
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 227,494
    a Applied to 2017, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 200,267
    e Remaining amount distributed out of corpus 27,227
    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 5 369,602
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    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 ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    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) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		369,602
    10 Analysis of line 9:
    a Excess from 2014.... 0
    b Excess from 2015.... 0
    c Excess from 2016.... 121,896
    d Excess from 2017.... 220,479
    e Excess from 2018.... 27,227
    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).)
    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:
    ROSMINA GARCIA
    PO BOX 160
    GOLDEN,CO80402
    (303) 997-6827
    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 once a year.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Early childhood development and education; programs to improve high school graduation rates in Colorado.
    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
    CAN DO MULTIPLE SCLEROSIS
    PO BOX 5860
    AVON,CO81620     		  PUBLIC GENERAL ASSISTANCE 2,500
    IMPACT ON EDUCATION
    721 FRONT STREET SUITE A
    LOUISVILLE,CO80027     		  PUBLIC GENERAL ASSISTANCE 2,000
    ARAPAHOE COMMUNITY COLLEGE FOUNDATION
    PO BOX 9002
    LITTLETON,CO80160     		  PUBLIC ENDOWED SCHOLARSHIP FUND 100,000
    GARFIELD YOUTH SERVICES DBA YOUTHZONE
    803 SCHOOL STREET
    GLENWOOD SPRINGS,CO81601     		  PUBLIC GENERAL ASSISTANCE 1,500
    THE ADOPTION EXCHANGE
    14232 E EVANS AVENUE
    AURORA,CO80014     		  PUBLIC GENERAL ASSISTANCE 2,500
    AMERICA'S KIDS BELONG
    1540 MAIN ST UNIT 218 331
    WINDSOR,CO80550     		  PUBLIC GENERAL ASSISTANCE 2,500
    ASSISTANCE LEAGUE OF DENVER
    6265 EAST EVANS SUITE 15
    DENVER,CO80222     		  PUBLIC GENERAL ASSISTANCE 2,500
    BAL SWAN CHILDRENS CENTER
    1145 E 13TH AVE
    BROOMFIELD,CO80020     		  PUBLIC GENERAL ASSISTANCE 1,000
    BLACK CANYON BOYS & GIRLS CLUB
    PO BOX 1907
    MONTROSE,CO81402     		  PUBLIC GENERAL ASSISTANCE 1,500
    BOYS & GIRLS CLUBS OF LARIMER COUNTY
    103 SMOKEY STREET
    FORT COLLINS,CO80525     		  PUBLIC GENERAL ASSISTANCE 1,000
    BOYS HOPE GIRLS HOPE OF COLO
    7060 E HAMPDEN AVE SUITE 203
    DENVER,CO80224     		  PUBLIC GENERAL ASSISTANCE 3,000
    BOULDER VALLEY WOMEN'S HEALTH
    2855 VALMONT ROAD
    BOULDER,CO80301     		  PUBLIC GENERAL ASSISTANCE 2,500
    CAL-WOOD EDUCATION CENTER
    PO BOX 347
    JAMESTOWN,CO80455     		  PUBLIC GENERAL ASSISTANCE 2,000
    CASA OF ADAMS & BROOMFIELD COU
    1100 JUDICIAL CENTER DRIVE
    BRIGHTON,CO80610     		  PUBLIC GENERAL ASSISTANCE 2,500
    CENTER FOR AFRICAN AMERICAN HEALTH
    3601 MARTIN LUTHER KING JR BLVD
    DENVER,CO80205     		  PUBLIC GENERAL ASSISTANCE 1,000
    CENTRAL VISITATION PROGRAM
    1660 SHERMAN ST
    DENVER,CO80203     		  PUBLIC GENERAL ASSISTANCE 1,000
    CHILDREN'S LITERACY CENTER
    2928 STRAUS LANE SUITE 100
    COLORADO SPRINGS,CO80907     		  PUBLIC GENERAL ASSISTANCE 1,000
    COLORADO HOMELESS FAMILIES INC
    7447 W 61ST AVENUE
    ARVADA,CO80003     		  PUBLIC GENERAL ASSISTANCE 1,000
    COMMUNITY FOODSHARE INC
    650 S TAYLOR AVE
    LOUISVILLE,CO80027     		  PUBLIC GENERAL ASSISTANCE 2,000
    COMMUNITY SERVICES OF BROOMFIELD
    PO BOX 194
    BROOMFIELD,CO80038     		  PUBLIC GENERAL ASSISTANCE 2,500
    CROSSROADS OF THE ROCKIES
    2707 W MISSISSIPPI AVE
    DENVER,CO80219     		  PUBLIC GENERAL ASSISTANCE 1,250
    DENTAL AID INC
    877 EAST SOUTH BOULDER RD
    LOUISVILLE,CO80027     		  PUBLIC GENERAL ASSISTANCE 2,000
    DENVER KIDS INC
    1860 LINCOLN STREET 9TH FLOOR
    DENVER,CO80203     		  PUBLIC GENERAL ASSISTANCE 2,500
    DOLLS FOR DAUGHTERS AND KENZIE'S KIDS
    50 S STEELE STREET SUITE 250
    DENVER,CO80209     		  PUBLIC GENERAL ASSISTANCE 2,000
    EVERGREEN CHRISTIAN OUTREACH
    PO BOX 1515 - 27640 HWY 74
    EVERGREEN,CO80437     		  PUBLIC GENERAL ASSISTANCE 2,500
    EXTENDED HANDS OF HOPE
    PO BOX 1938
    BROOMFIELD,CO80038     		  PUBLIC GENERAL ASSISTANCE 2,500
    THE FIVE POINTS THEATRE CLUB
    PO BOX 13708
    DENVER,CO80202     		  PUBLIC GENERAL ASSISTANCE 2,500
    FLATIRONS HABITAT FOR HUMANITY
    201 E SIMPSON STREET
    LAFAYETTE,CO80026     		  PUBLIC GENERAL ASSISTANCE 2,500
    FREEDOM SERVICE DOGS
    7193 S DILLON CT
    ENGLEWOOD,CO80112     		  PUBLIC GENERAL ASSISTANCE 2,250
    INNER CITY HEALTH CENTER
    3800 YORK STREET
    DENVER,CO80205     		  PUBLIC GENERAL ASSISTANCE 2,100
    INTERCAMBIO DE COMUNIDADES
    4735 WALNUT STREET SUITE B
    BOULDER,CO80301     		  PUBLIC GENERAL ASSISTANCE 1,000
    LUTHERAN SOCIAL SERVICES
    363 SOUTH HARLAN ST SUITE 200
    DENVER,CO80226     		  PUBLIC GENERAL ASSISTANCE 2,500
    MT CARMEL HEALTH WELLNESS AND COMNTY CNTR
    911 ROBINSON AVENUE
    TRINIDAD,CO81082     		  PUBLIC GENERAL ASSISTANCE 2,000
    MOUNT EVANS HOSPICE INC
    3801 BERGEN PEAK DRIVE
    EVERGREEN,CO80439     		  PUBLIC GENERAL ASSISTANCE 1,000
    NEIGHBOR NETWORK
    104 FOURTH STREET
    CASTLE ROCK,CO80104     		  PUBLIC GENERAL ASSISTANCE 1,000
    NORTHWEST FAMILY ASSISTANCE CENTER
    3810 N PECOS ST
    DENVER,CO80211     		  PUBLIC GENERAL ASSISTANCE 1,500
    PRAIRIE FAMILY CENTER
    390 14TH STREET
    BURLINGTON,CO80807     		  PUBLIC GENERAL ASSISTANCE 2,500
    REBUILDING TOGETHER METRO DENVER
    12567 W CEDAR DRIVE SUITE 200
    LAKEWOOD,CO80228     		  PUBLIC GENERAL ASSISTANCE 1,500
    RED RIBBON PROJECT
    PO BOX 6058
    AVON,CO81620     		  PUBLIC GENERAL ASSISTANCE 1,500
    SAFEHOUSE DENVER INC
    1649 DOWNING STREET
    DENVER,CO80218     		  PUBLIC GENERAL ASSISTANCE 1,500
    SAVE OUR YOUTH
    3443 WEST 23RD AVENUE
    DENVER,CO80211     		  PUBLIC GENERAL ASSISTANCE 1,500
    SENIOR ASSISTANCE CENTER
    2839 W 44TH AVE
    DENVER,CO80211     		  PUBLIC GENERAL ASSISTANCE 1,500
    SENIOR SUPPORT SERVICES
    846 E 18TH AVENUE
    DENVER,CO80218     		  PUBLIC GENERAL ASSISTANCE 1,500
    SHILOH HOME INC
    6588 W OTTAWA AVE
    LITTLETON,CO80128     		  PUBLIC GENERAL ASSISTANCE 1,500
    SPECIAL KIDS SPECIAL FAMILIES
    424 W PIKES PEAK AVE
    COLORADO SPRINGS,CO80905     		  PUBLIC GENERAL ASSISTANCE 1,500
    SUMMER SCHOLARS
    3401 QUEBEC STREET SUITE 5010
    DENVER,CO80207     		  PUBLIC GENERAL ASSISTANCE 2,500
    YOUTHROOTS
    1127 SHERMAN ST 100
    DENVER,CO80203     		  PUBLIC GENERAL ASSISTANCE 1,000
    I HAVE A DREAM FOUNDATION OF BOULDER COUNTY
    5390 MANHATTAN CIRCLE 200
    BOULDER,CO80303     		  PUBLIC GENERAL ASSISTANCE 1,000
    KIDS AT THEIR BEST
    PO BOX 382
    FORT MORGAN,CO80701     		  PUBLIC GENERAL ASSISTANCE 2,500
    OPEN DOOR MINSTRIES
    1530 MARION ST
    DENVER,CO80218     		  PUBLIC GENERAL ASSISTANCE 1,500
    KIDS FIRST HEALTH CARE
    4675 E 69TH AVENUE
    COMMERCE CITY,CO80022     		  PUBLIC GENERAL ASSISTANCE 1,250
    THE LIBERTY SCHOOL
    162 STEWART ST UNIT B
    DURANGO,CO81302     		  PUBLIC GENERAL ASSISTANCE 1,500
    Total .................................bullet 3a 192,350
    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 ...........     		    14 33,728  
    4 Dividends and interest from securities....     14 34,515  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 44,420  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 703  
    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)..   113,366  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    113,366
    (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:  
    Part VI Line 7 -Original Return Overpayment: -4,549


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    NATHAN B & FLORENCE R BURT FOUNDATION
    EIN:
    84-0972203
    Name of Bond End of Year Book Value End of Year Fair Market Value
    MORGAN STANLEY BOND 24,495 24,495
    TOYOTA MOTOR CREDIT 46,850 46,850
    CAPITAL ONE BANK 49,824 49,824
    CREDIT SUISSE 97,557 97,557
    JP MORGAN CHASE & CO 99,059 99,059
    BARCLAYS BANK 48,556 48,556
    GOLDMAN SACHS 44,267 44,267

    TY 2018 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 129,000 129,000
    Eli Lilly & CO 115,720 115,720
    Verizon Communications 112,440 112,440
    Chevron Corp. 108,790 108,790
    AT&T 14,270 14,270
    Conagra 17,088 17,088
    Fortune Brands 28,493 28,493
    Lamb Weston Holdings, Inc. 19,567 19,567
    Xcel Energy 22,911 22,911
    Intel Corp 93,860 93,860
    Alliant Energy 67,431 67,431
    Conoco Phillips 49,880 49,880
    Conoco Phillips 49,880 49,880
    Proctor & Gamble 45,960 45,960
    McDonalds 106,542 106,542
    Dean Foods 3,810 3,810
    Allstate Corp 82,630 82,630
    AB High Income Fund 45,446 45,446
    NVIDIA Corporation 53,400 53,400
    UNIT CORPORATION 42,840 42,840
    Medtronic 45,480 45,480
    Berkshire Hathaway 102,090 102,090
    Bristol Myers Squib 25,990 25,990
    Merck & CO New 38,205 38,205
    Phillips 66 17,230 17,230
    Phillips 66 34,460 34,460
    Zoetis Inc. 17,108 17,108
    Franklin Income Fund 39,549 39,549
    PFIZER INC. 21,825 21,825
    Capital One NA CD 99,471 99,471
    Barclay Bank CD 99,859 99,859

    TY 2018 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 0 42,326  
    BUILDING - 3100 SO BROADWAY 25,174 25,174 0  

    TY 2018 OtherDecreasesSchedule
    Name:
    NATHAN B & FLORENCE R BURT FOUNDATION
    EIN:
    84-0972203
    Description Amount
    ADJUSTMENT TO CONVERT FROM BOOK TO ACCRUAL BASIS 3,852


    TY 2018 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 1      
    PENALTY 2      
    INSURANCE 1,170 761   409
    OFFICE SUPPLIES 555 222   333
    WEBSITE 754     754
    MEETINGS 1,982 297   1,685
    POSTAGE AND SHIPPING 108 11   54
    LICENSES 10      


    TY 2018 OtherIncomeSchedule2
    Name:
    NATHAN B & FLORENCE R BURT FOUNDATION
    EIN:
    84-0972203
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    UNREALIZED GAINS -45,167    
    REALIZED CAPITAL GAINS 703    


    TY 2018 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 25,107 25,107    
    ANN S. DUGGAN GRANTS MANAGEMENT CONSULTING 15,000     15,000


    TY 2018 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 1,848 832   1,017
    FEDERAL EXCISE TAXES 2,722