BURDEN FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: BURDEN FOUNDATION (EIN 72-6030712)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-05-13
IRS object ID: 202421349349103997
Schema version: 2023v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Legal Fees Schedule
Other Assets Schedule
Other Expenses Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-05-13T17:02:01-04:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	720454386	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	L A CHAMPAGNE & CO LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	4911 BENNINGTON AVE	AddressLine1Txt
City	BATON ROUGE	CityNm
State Abbreviation	LA	StateAbbreviationCd
ZIP	708083153	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	726030712	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE BURDEN FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	BURD	BusinessNameControlTxt
Phone	2259251120	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 3592	AddressLine1Txt
City	BATON ROUGE	CityNm
State Abbreviation	LA	StateAbbreviationCd
ZIP	70821	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	LEONARD L KILGORE III	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Signature	2024-05-07	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	LEANOARD	PersonFirstNm
Person Last	KILGORE	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	WAYNE C DUSSEL	PreparerPersonNm
PTIN	P01413675	PTIN
Phone	2259251120	PhoneNum
Preparation	2024-05-07	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$13,225,396	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$300,000	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$343,994	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$343,994	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$704,051	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,226,322	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$704,051	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$1,348,045	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,048,045	TotalNetInvstIncmAmt
Legal Fees Rev And Expnss	$494	LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl	$494	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$8,150	AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps	$8,150	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$38,496	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$38,496	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$19,436	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$5,488	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$35	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$4,301	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$3,129	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$1,172	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$70,877	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$47,113	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$9,851	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$923,861	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$923,861	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$994,738	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$47,113	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$933,712	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$353,307	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,000,932	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$3,554	CashBOYAmt
Cash EOY	$5,291	CashEOYAmt
Cash EOYFMV	$5,291	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$30,580	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,810	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,810	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY	$10	AcctRcvblBOYAmt
Prepaid Expenses BOY	$3,517	PrepaidExpensesBOYAmt
Corporate Stock BOY	$9,674,187	CorporateStockBOYAmt
Corporate Stock EOY	$10,067,166	CorporateStockEOYAmt
Corporate Stock EOYFMV	$13,216,961	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$3,999	CorporateBondsBOYAmt
Other Assets BOY	$1,334	OtherAssetsBOYAmt
Other Assets EOY	$1,334	OtherAssetsEOYAmt
Other Assets EOYFMV	$1,334	OtherAssetsEOYFMVAmt
Total Assets BOY	$9,717,181	TotalAssetsBOYAmt
Total Assets EOY	$10,075,601	TotalAssetsEOYAmt
Total Assets EOYFMV	$13,225,396	TotalAssetsEOYFMVAmt
Other Liabilities EOY	$5,113	OtherLiabilitiesEOYAmt
Total Liabilities EOY	$5,113	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$9,717,181	RetainedEarningBOYAmt
Retained Earning EOY	$10,070,488	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$9,717,181	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$10,070,488	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$9,717,181	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$10,075,601	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$9,717,181	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$353,307	ExcessRevenueOverExpensesAmt
Subtotal	$10,070,488	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$10,070,488	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
T ROWE PRICE SM-CAP STOCK FUND CL I	P	2013-12-11	2023-10-31	$150,000	$132,230	$17,770	$17,770
VANGUARD TOTAL INTL STOCK INDEX FUND	P	2005-04-27	2023-10-31	$150,000	$111,532	$38,468	$38,468
VANGUARD 500 INDEX FUND ADM	P	2004-11-04	2023-10-31	$900,000	$274,512	$625,488	$625,488
ENTERGY ARK INC B/E 3.05%	P	2013-05-22	2023-06-01	$4,000	$3,997	$3	$3

Field	Value	IRS element (for citing)
Capital Gain Net Income	$704,051	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$13,913	InvestmentIncomeExciseTaxAmt
Subtotal	$13,913	SubtotalAmt
Tax Based On Investment Income	$13,913	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$8,800	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$8,800	TotalPaymentsAndCreditsAmt
Tax Due	$5,113	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	LA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	LA CHAMPAGNE & CO LLP	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2259251120	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	4911 BENNINGTON AVE	AddressLine1Txt
City	BATON ROUGE	CityNm
State Abbreviation	LA	StateAbbreviationCd
ZIP	708083153	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt	Address Line2USAddress/AddressLine2Txt
LEONARD L KILGORE III
II CITY PLAZA 400 CONVENTION ST ST	BATON ROUGE	LA	70802	PRESIDENT	2.00	$0	$0	$0
ANNETTE D BARTON
PO BOX 198	WILSON	LA	70789	VICE PRESIDE	2.00	$0	$0	$0
G TRIPPE HAWTHORNE
II CITY PLAZA 400 CONVENTION ST	BATON ROUGE	LA	70808	SECRETARY	2.00	$0	$0	$0	STE 700
CHRISTOPHER L ODINET
830 E BAYOU PARKWAY	LAFAYETTE	LA	70508	BOARD MEMBER	1.00	$0	$0	$0
DR TOM J MEEK
1243 GLASGOW AVENUE	BATON ROUGE	LA	70808	BOARD MEMBER	1.00	$0	$0	$0
FRANCES MONROE
3412 OLD QUARTER DR	BATON ROUGE	LA	70809	BOARD MEMBER	1.00	$0	$0	$0
BRANDON PARLANGE
8211 FALSE RIVER ROAD	NEW ROADS	LA	70760	BOARD MEMBER	1.00	$0	$0	$0
DORSEY PEEK
2409 CREEKWOOD DR	BATON ROUGE	LA	70808	BOARD MEMBER	1.00	$0	$0	$0
ANN WILKINSON
3142 NORTH RIVER ROAD	PORT ALLEN	LA	70767	BOARD MEMBER	1.00	$0	$0	$0
JULIET M YOUNGBLOOD
4700 LINE AVENUE SUITE 109	SHREVEPORT	LA	71106	BOARD MEMBER	1.00	$0	$0	$0
STEELE BUCKHOLTZ
3142 N RIVER ROAD	PORT ALLEN	LA	70767	TREASURER	2.00	$0	$0	$0
WILLIAM SILVIA
416 W WOODGATE CT	BATON ROUGE	LA	70808	BOARD MEMBER	1.00	$0	$0	$0
CARLTON MONROE
532 LOCUST RUN ROAD	CINCINNATI	OH	45245	BOARD MEMBER	1.00	$0	$0	$0
LUKE LABORDE
313 ST WOODSTONE COURT	BATON ROUGE	LA	70808	BOARD MEMBER	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$12,746,194	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$9,736	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$12,755,930	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$12,755,930	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$191,339	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$12,564,591	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$628,230	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$628,230	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$13,913	TaxBasedOnInvestmentIncomeAmt
Total Tax	$13,913	TotalTaxAmt
Distributable Before Adj	$614,317	DistributableBeforeAdjAmt
Distributable Before Ded	$614,317	DistributableBeforeDedAmt
Distributable As Adjusted	$614,317	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$933,712	ExpensesAndContributionsAmt
Qualifying Distributions	$933,712	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$614,317	DistributableAsAdjustedAmt
Undistributed Income PY	$623,861	UndistributedIncomePYAmt
Qualifying Distributions	$933,712	QualifyingDistributionsAmt
Applied To Year1	$623,861	AppliedToYear1Amt
Applied To Current Year	$309,851	AppliedToCurrentYearAmt
Undistributed Income CY	$304,466	UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
LSU FOUNDATION
3796 NICHOLSON DRIVE	BATON ROUGE	LA	70802	NONE	PC	EDUCATION	$505,560
BATON ROUGE AREA FOUNDATION
100 NORTH STREET STE 900	BATON ROUGE	LA	70802	NONE	PC	CHARITABLE ENDOWMENT	$118,301
LSU FOUNDATION
3796 NICHOLSON DRIVE	BATON ROUGE	LA	70802	NON	PC	WELCOME CENTER	$300,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$923,861	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$343,994	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$704,051	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$1,048,045	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,048,045	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	STATE OF LOUISIANA	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	1201 N THIRD ST STE 7-210	AddressLine1Txt
City	BATON ROUGE	CityNm
State Abbreviation	LA	StateAbbreviationCd
ZIP	70802	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$300,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
VALERIE M WEBRE CPA	$6,000	$6,000
LA CHAMPAGNE & CO, LLP	$2,150	$2,150

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	CORPORATE BONDS	BondNm

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	CORPORATE STOCK	StockNm
EOY Book Value	$10,067,166	EOYBookValueAmt
EOYFMV	$13,216,961	EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	PHELPS DUNBAR	CategoryTxt
Legal Fees	$494	LegalFeesAmt
Disbursements Charitable Prps	$494	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	MINERALS	Desc
BOY Book Value	$1,334	BOYBookValueAmt
EOY Book Value	$1,334	EOYBookValueAmt
EOYFMV	$1,334	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
INSURANCE	$3,129	$3,129
POSTAGE	$210		$210
MEETING	$962		$962

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	INVESTMENT INCOME TAX PAYABLE	Desc
EOY Book Value	$5,113	EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	UBS FINANCIAL	CategoryTxt
Amt	$38,496	Amt
Net Investment Income	$38,496	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAX ON INVESTMENT INCOME	$13,913
FOREIGN TAXES PAID	$5,488	$5,488
REGISTRATION FEES	$35		$35

BURDEN FOUNDATION: Form 990PF, tax year 2023

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

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