Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
BURT FOUNDATION
C/O ERIK H SERR MILLER CANFIELD
Number and street (or P.O. box number if mail is not delivered to street address)101 N MAIN ST 7TH FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ANN ARBOR, MI48104
A Employer identification number

38-3309907
B Telephone number (see instructions)

(734) 663-2445
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$39,889,257J 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 right arrow.............
3 Interest on savings and temporary cash investments 5,108 5,108  
4 Dividends and interest from securities... 855,837 800,162  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,365,429
b Gross sales price for all assets on line 6a 2,477,034
7 Capital gain net income (from Part IV, line 2)... 1,365,429
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 2,226,374 2,170,699  
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)......... Click to see attachment
List of Attached Documents:
// Content
26,295 26,295    
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,803 8,803    
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
53,941 525    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
250 250    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 89,289 35,873   0
25 Contributions, gifts, grants paid....... 1,744,000 1,744,000
26 Total expenses and disbursements. Add lines 24 and 25 1,833,289 35,873   1,744,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 393,085
b Net investment income (if negative, enter -0-) 2,134,826
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 162,019 211,581 211,581
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 2,800,588 Click to see attachment
List of Attached Documents:
// Content
3,379,360 		29,721,076
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 7,811,976 Click to see attachment
List of Attached Documents:
// Content
7,624,366 		9,956,600
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,200 		Click to see attachment
List of Attached Documents:
// Content
2,400 		 
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,776,783 11,217,707 39,889,257
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
27,720 		Click to see attachment
List of Attached Documents:
// Content
27,107
23 Total liabilities (add lines 17 through 22)......... 27,720 27,107
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 10,749,063 11,190,600
29 Total net assets or fund balances (see instructions)..... 10,749,063 11,190,600
30 Total liabilities and net assets/fund balances (see instructions). 10,776,783 11,217,707
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
10,749,063
2
Enter amount from Part I, line 27a .....................
2
393,085
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
48,452
4
Add lines 1, 2, and 3 ..........................
4
11,190,600
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
11,190,600
Form 990-PF (2023)
Form 990-PF (2023)
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 WELLS FARGO P 2023-06-15 2023-11-30
b MFS SER TR IV P 2023-02-01 2023-08-14
c WELLS FARGO P 2021-12-01 2023-11-30
d AT&T INC P 1990-12-15 2023-11-30
e COCA-COLA COMPANY P 1991-02-15 2023-12-01
DISCOVER FINANCIAL P 1993-07-20 2023-12-01
EXXON MOBILE P 1987-09-22 2023-12-01
FORD MOTOR COMPANY P 1981-02-09 2023-12-01
GE HEALTHCARE TECHS P 1985-01-01 2023-01-04
KELLANOVA P 1990-10-01 2023-11-30
MFS SER TR IV P 2022-06-01 2023-08-14
WK KELLOGG COMPANY P 1990-10-01 2023-12-01
WARNER BROS P 1986-02-03 2023-01-10
ZIMVIE INC P 1993-12-31 2023-01-03
(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 26,266   24,820 1,446
b 16,389   16,389  
c 417,791   431,495 -13,704
d 81,278   48,906 32,372
e 115,762   13,817 101,945
204,285   6,622 197,663
307,791   30,786 277,005
25,322   19,746 5,576
36   11 25
261,591   5,177 256,414
464,663   464,663  
27,808   663 27,145
75,204   48,079 27,125
2,090   431 1,659
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       1,446
b        
c       -13,704
d       32,372
e       101,945
      197,663
      277,005
      5,576
      25
      256,414
       
      27,145
      27,125
      1,659
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 1,365,429
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 1,446
Part V
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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 29,674
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 29,674
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 29,674
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 35,600
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 35,600
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 5,926
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow5,926 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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 the instructions
for the 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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMI
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowN/A
14
The books are in care ofright arrowERIK H SERR Telephone no.right arrow (734) 663-2445

Located atright arrow101 N MAIN ST7TH FLOORANN ARBORMI ZIP+4right arrow48104
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
ANDREA L HOLMES PRESIDENT
000.00 		0 0 0
101 N MAIN STREET
7TH FLOOR
ANN ARBOR,MI48104
ANDREA L HOLMES TREASURER
000.00 		0 0 0
101 N MAIN STREET
7TH FLOOR
ANN ARBOR,MI48104
ANDREA L HOLMES SECRETARY
000.00 		0 0 0
101 N MAIN STREET
7TH FLOOR
ANN ARBOR,MI48104
ANDREA L HOLMES DIRECTOR
000.00 		0 0 0
101 N MAIN STREET
7TH FLOOR
ANN ARBOR,MI48104
CHRISTINE M HOLMES DIRECTOR
000.00 		0 0 0
1010 N MAIN STREET
7TH FLOOR
ANN ARBOR,MI48104
ERIK H SERR DIRECTOR
000.00 		0 0 0
101 N MAIN STREET
7TH FLOOR
ANN ARBOR,MI48104
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...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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.............right arrow  
Part VIII-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 VIII-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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
37,719,914
b
Average of monthly cash balances.......................
1b
357,283
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
38,077,197
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
38,077,197
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
571,158
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
37,506,039
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,875,302
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,875,302
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
29,674
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
29,674
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,845,628
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,845,628
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,845,628
Part XI
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
1,744,000
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
1,744,000
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,845,628
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 18,970
b From 2019...... 26,102
c From 2020...... 12,599
d From 2021...... 154,142
e From 2022...... 187,882
f Total of lines 3a through e ........ 399,695
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,744,000
a Applied to 2022, 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)........ 		 
d Applied to 2023 distributable amount..... 1,744,000
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023. 101,628 101,628
(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 5 298,067
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		298,067
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021.... 110,185
d Excess from 2022.... 187,882
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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).)
ANDREA HOLMES
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 right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

ALLIANCE FOR THE GREAT LAKES
ALLIANCE FOR THE GREAT LAKES
150 N MICHIGAN AVE STE 7
150 N MICHIGAN AVE STE 7
CHICAGO,IL60601 		NONE PC CONSISTENT W/ 501(C)(3) STATUS 50,000

BEST FRIENDS ANIMAL SANCTUARY
BEST FRIENDS ANIMAL SANCTUARY
5001 ANGEL CANYON ROAD
5001 ANGEL CANYON ROAD
KANAB,UT84741 		NONE PC USED CONSISTENT W/ 501(C)(3) STATUS 125,000

BURT LAKE PRESERVATION ASSOC
BURT LAKE PRESERVATION ASSOCIATION
P O BOX 632
P O BOX 632
INDIAN RIVER,MI49749 		NONE PC USED CONSISTENT W/ 501(C)(3) STATUS 15,000

CHEBOYGAN CO HUMANE SOCIETY
CHEBOYGAN CO HUMANE SOCIETY
1536 HACKLEBURG ROAD
1536 HACKLEBURG ROAD
CHEBOYGAN,MI49721 		NONE PC USED CONSISTENT W/ 501(C)(3) STATUS 35,000

DETROIT ZOOLOGICAL SOCIETY
DETROIT ZOOLOGICAL SOCIETY
8450 W 10 MILE ROAD
8450 W 10 MILE ROAD
ROYAL OAK,MI48067 		NONE PC USED CONSISTENT W/ 501(C)(3) STATUS 15,000

DIG DEEP INC
DIG DEEP INC
P O BOX 26779
P O BOX 26779
LOS ANGELES,CA90026 		NONE PC USED CONSISTENT W/ 501(C)(3) STATUS 150,000

DOG IS MY COPILOT INC
DOG IS MY COPILOT INC
P O BOX 3399
P O BOX 3399
JACKSON,WY83001 		NONE PC CONSISTENT W/ 501(C)(3) STATUS 125,000

FRIENDS OF PIMA CO ANIMAL CARE
FRIENDS OF PIMA CO ANIMAL CARE
P O BOX 85370
P O BOX 85370
TUCSON,AZ85754 		NONE PC CONSISTENT W/501(C)(3) STATUS 100,000

FRIENDS OF PIMA CO COUNTY ANIMAL
FRIENDS OF PIMA CO COUNTY ANIMAL
P O BOX 85370
P O BOX 85370
TUSCON,AZ85754 		NONE PC USED CONSISTENT W/501(C)(3) STATUS 50,000

HERMITAGE NO KILL CAT SHELTER
MERMITAGE NO KILL CAT SHELTER
P O BOX 13508
P O BOX 13508
TUCSON,AZ85732 		NONE PC CONSISTENT W/501(C)(3) STATUS 25,000

HORSES HAVEN
HORSES HAVEN
P O BOX 166
P O BOX 166
HOWELL,MI48844 		NONE PC USED CONSISTENT W/501(C)(3) STATUS 50,000

HUMANE SOCIETY OF HURON V
HUMANE SOCIETY OF HURON VALLEY
3100 CHERRY HILL ROAD
3100 CHERRY HILL ROAD
ANN ARBOR,MI48105 		NONE PC USED CONSISTENT W/ 501(C)(3) STATUS 100,000

LEGACY LAND CONSERVANCY
LEGACY LAND CONSERVANCY
1100 NORTH MAIN STREET
1100 NORTH MAIN STREET
ANN ARBOR,MI48104 		NONE PC USED CONSISTENT W/ 501(C)(3) STATUS 25,000

LITTLE TRAVERSE CONSERVAN
LITTLE TRAVERSE CONSERVANCY
3264 POWELL ROAD
3264 POWELL ROAD
HARBOR SPRINGS,MI49740 		NONE PC USED CONSISTENT W/ 501(C)(3) STATUS 25,000

MICHIGAN ANIMAL RESCUE LE
MICHIGAN ANIMAL RESCUE LEAGUE
720 FEATHERSTONE
720 FEATHERSTONE
PONTIAC,MI48342 		NONE PC USED CONSISTENT W/ 501(C)(3) STATUS 110,000

MICHIGAN ANTI-CRUELTY SOC
MICHIGAN ANTI-CRUELTY SOCIETY
13569 JOSEPH CAMPAU ST
13569 JOSEPH CAMPAU ST
DETROIT,MI48212 		NONE PC USED CONSISTENT W/ 501(C)(3) STATUS 100,000

MICHIGAN HUMANE SOCIETY
MICHIGAN HUMANE SOCIETY
26711 NORTHWESTERN HWY S
26711 NORTHWESTERN HWY
SOUTHFIELD,MI48034 		NONE PC USED CONSISTENT W/ 501(C)(3) STATUS 20,000

PAWS WITH A CAUSE
PAWS WITH A CAUSE
2660 AUBURN ROAD
2660 AUBURN ROAD
AUBURN HILLS,MI48326 		NONE PC USED CONSISTENT W/ 501(C)(3) STATUS 125,000

PERFORMING ANIMAL WELFARE SOCIETY
PERFORMING ANIMAL WELFARE SOCIETY
P O BOX 849
P O BOX 849
GALT,CA95632 		NONE PC USED CONSISTENT W/ 501(C)(3) STATUS 75,000

PIMA PAWS FOR LIFE
PIMA PAWS FOR LIFE
2555 W ZINNIA AVE
2555 W ZINNIA AVE
TUCSON,AZ85705 		NONE PC CONSISTENT W/ 501(C)(3) STATUS 25,000

PRIMAVERA FUNDRAISER
PRIMAVERA FUNDRAISER
151 W 4OTH ST
151 W 40TH ST
TUSCON,AZ85713 		NONE PC USED CONSISTENT W/ 501(C)(3) STATUS 110,000

SASHA FARM
SASHA FARM
P O BOX 222
P O BOX 222
MANCHESTER,MI48158 		NONE PC USED CONSISTENT W/ 501(C)(3) STATUS 25,000

SOUTHEAST MICHIGAN LAND
SOUTHEST MICHIGAN LAND CONSERVANCY
8383 VREELAND ROAD
8383 VREELAND ROAD
SUPERIOR TOWNSHIP,MI48198 		NONE PC USED CONSISTENT W/ 501(C)(3) STATUS 25,000

TIP OF THE MITT WATERSHED
TIP OF THE MITT WATERSHED
426 BAY STREET
426 BAY STREET
PETOSKEY,MI49770 		NONE PC USED CONSISTENT W/ 501(C)(3) STATUS 50,000

TRAILS END WILDLIFE REFUG
TRAILS END WILDLIFE REFUGE
3974 N CARDINAL CREST
3974 N CARDINAL CREST
MARTINSVILLE,IN46151 		NONE PC USED CONSISTENT W/ 501(C)(3) STATUS 4,000

TUCSON WILDLIFE CENTER INC
TUCSON WILDLIFE CENTER INC
P O BOX 18320
P O BOX 8320
TUCSON,AZ85931 		NONE PC CONSISTENT W/ 501(C)(3) STATUS 60,000

UMRC FOUNDATION
UNITED METHODIST RETIREMENT HERITAGE FOUNDATION
805 W MIDDLE STREET
805 W MIDDLE STREET
CHELSEA,MI48118 		NONE SO I CONSISTENT W/ 501(C)(3) STATUS 100,000

SOUTHERN AZ ANIMAL FOOD BANK
SOUTHERN AZ ANIMAL FOOD BANK
6212 E SPEEDWAY BLVD
6212 E SPEEDWAY BLVD
TUCSON,AZ85712 		NONE PC CONSISTENT W/ 501(C)(3) STATUS 25,000
Total .................................right arrow 3a 1,744,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 5,108  
4 Dividends and interest from securities ....     14 855,837  
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 ............ 		    14 1,365,429  
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) ..   2,226,374  
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,226,374
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
BURT FOUNDATION
 
C/O ERIK H SERR MILLER CANFIELD
EIN:
38-3309907
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 8,803 8,803    

TY 2023 InvestmentsCorpStockSchedule
Name:
BURT FOUNDATION
 
C/O ERIK H SERR MILLER CANFIELD
EIN:
38-3309907
Name of Stock End of Year Book Value End of Year Fair Market Value
3M CO 17,602 327,960
AMERIPRISE FIN INC 2,343 464,912
APPLE INC 238,888 1,925,300
AT & T 107,798 335,600
BANK NEW YORK MELLON CORP 129,255 354,981
BANK OF AMERICA CORP 212,034 336,700
CHARTER COMMUNICATIONS 20,942 158,581
CHEVRON CORP. 61,925 1,491,600
COCA-COLA COMPANY 18,791 589,300
COMCAST 72,815 657,750
CORTEVA INC 4,878 79,068
DISCOVER FINANCIAL    
DISNEY 62,711 186,359
DOW CHEMICAL 9,526 90,486
DTE ENERGY 26,143 76,190
DUPONT DE NEMOURS 13,979 126,935
EXXON MOBIL CORP 44,883 1,199,760
FORD MOTOR CO 47,967 182,850
GENERAL ELECTRIC CO 87,277 488,078
HERSHEY COMPANY 28,884 932,200
HSBC HOLDINGS PLC 54,924 405,400
INDUSTRIAL SELECT ETF SECTOR 51,684 79,793
INGEVITY CORP 8,489 67,525
INTERNATIONAL BUSINESS MACHINE CORP 5,906 77,686
JOHNSON & JOHNSON 32,607 1,705,331
KELLANOVA 26,090 782,740
KELLOGG CO 1,339 29,565
KIMBERLY-CLARK CORP 57,110 486,040
MASCO CORP 44,815 334,900
MICROSOFT CORP 8,035 550,899
MOODYS 30,530 1,562,240
MORGAN STANLEY & CO 15,188 186,500
PEPSICO INCORPORATED 58,959 1,698,400
PFIZER 150,810 143,950
PROCTOR & GAMBLE 3 1,465,400
RAYTHEON    
ROCKWELL AUTOMATION 9,396 1,241,920
RTX CORP 331,617 420,700
SECTOR SPDR TR 435,757 2,887,200
SELECT SECTOR SPDR F ETF HEALTH 86,122 136,380
SPDR S&P REGNL BNKG ETF 267,676 262,150
TEXTRON 7,777 804,200
TOPBUILD CORP 19,763 623,517
VANGUARD INFORMATION 102,400 968,000
VERIZON COMMUNICATIONS 289,459 377,000
WEYERHAEUSER CO 43,145 347,700
YUM BRANDS 8,475 1,306,600
YUM CHINA HOLDINGS INC 4,390 509,160
ZIMMER HOLDINGS 18,253 255,570
ZIMVIE INC    
WARNER BROS    

TY 2023 InvestmentsOtherSchedule2
Name:
BURT FOUNDATION
 
C/O ERIK H SERR MILLER CANFIELD
EIN:
38-3309907
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AMER BALANCED FD CLASS A AT COST 503,836 551,824
BLACKROCK FUNDS TECHNOLOGY OPPORTUNI AT COST 161,922 195,214
BLACKROCK HEALTH SCIENCES AT COST 1,359,835 1,622,359
CAPITAL INCOME BLDR AT COST 95,195 121,656
CAPITAL WORLD GROWTH AT COST 140,482 240,511
FIDELITY ADVISOR SER VII AT COST 211,997 284,234
FRANKLIN INCOME FUND AT COST 1,651,771 1,667,958
FUNDAMENTAL INVS INC AT COST 333,643 529,678
GROWTH FUND AMERICA AT COST 327,877 537,798
INCOME FUND AMERICA AT COST 115,917 147,819
MFS GROWTH AT COST 333,692 629,730
MFS SER TR I TECHNOLOGY AT COST 1,822,872 2,813,493
NEW PERSPECTIVE FD AT COST 134,213 202,909
BLACKROCK HEALTH SCIENCES TR II AT COST 189,544 176,968
MFS SER TR IV AT COST 109,443 114,842
BLACKROCK SCIENCE & TECHNOLOGY AT COST 132,127 119,607

TY 2023 LegalFeesSchedule
Name:
BURT FOUNDATION
 
C/O ERIK H SERR MILLER CANFIELD
EIN:
38-3309907
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 26,295 26,295    


TY 2023 OtherAssetsSchedule
Name:
BURT FOUNDATION
 
C/O ERIK H SERR MILLER CANFIELD
EIN:
38-3309907
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
MARGIN A/C RECEIVABLE 2,200 2,400  


TY 2023 OtherExpensesSchedule
Name:
BURT FOUNDATION
 
C/O ERIK H SERR MILLER CANFIELD
EIN:
38-3309907
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
OTHER EXPENSE 250 250    


TY 2023 OtherIncreasesSchedule
Name:
BURT FOUNDATION
 
C/O ERIK H SERR MILLER CANFIELD
EIN:
38-3309907
Description Amount
ADJUSTMENT TO ORIGINAL COST OF INVESTMENTS 48,452


TY 2023 OtherLiabilitiesSchedule
Name:
BURT FOUNDATION
 
C/O ERIK H SERR MILLER CANFIELD
EIN:
38-3309907
Description Beginning of Year - Book Value End of Year - Book Value
INVESTMENTS 27,720 27,107


TY 2023 TaxesSchedule
Name:
BURT FOUNDATION
 
C/O ERIK H SERR MILLER CANFIELD
EIN:
38-3309907
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL INCOME TAX 53,416      
FOREIGN TAXES WITHHELD 505 505    
MICHIGAN ANNUAL INFORMATION UPDA 20 20