THE@JOHN R BURT & MILDRED B BURT CHARITABLE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE@JOHN R BURT & MILDRED B BURT CHARITABLE FOUNDATION (EIN 30-0081622)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-12
IRS object ID
202341329349101229
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-12T10:17:33-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN382706146PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1YEO & YEO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14468 OAK BRIDGE DRAddressLine1Txt
CityFLINTCityNm
State AbbreviationMIStateAbbreviationCd
ZIP485325422ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN300081622EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOHN R & MILDRED B BURTBusinessNameLine1Txt
Business Name Line2CHARITABLE FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJOHNBusinessNameControlTxt
Phone9897536486PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14468 OAK BRIDGE DRAddressLine1Txt
CityFLINTCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48532ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJASON TUNNEYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9897536486PhoneNum
Signature2023-05-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJASONPersonFirstNm
Person LastTUNNEYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonREBECCA MILLSAPPreparerPersonNm
PTINP01080174PTIN
Phone8107323000PhoneNum
Preparation2023-05-10PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,255,606FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$347,019ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$22,543InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$22,543InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$87,349DividendsRevAndExpnssAmt
Dividends Net Invst Incm$87,349DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$24,087NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,639,280GrossSalesPriceAmt
Total Rev And Expnss$432,824TotalRevAndExpnssAmt
Total Net Invst Incm$109,892TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$12,363OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$12,363OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$5,458TaxesRevAndExpnssAmt
Taxes Net Invst Incm$124TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$17,821TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,487TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$230,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$230,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$247,821TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,487TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$230,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$185,003ExcessRevenueOverExpensesAmt
Net Investment Income$97,405NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$139,835CashBOYAmt
Cash EOY$24,060CashEOYAmt
Cash EOYFMV$24,060CashEOYFMVAmt
Corporate Stock BOY$1,346,708CorporateStockBOYAmt
Corporate Stock EOY$1,550,065CorporateStockEOYAmt
Corporate Stock EOYFMV$2,093,366CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,106,185CorporateBondsBOYAmt
Corporate Bonds EOY$2,210,005CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,138,180CorporateBondsEOYFMVAmt
Total Assets BOY$3,592,728TotalAssetsBOYAmt
Total Assets EOY$3,784,130TotalAssetsEOYAmt
Total Assets EOYFMV$4,255,606TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$3,592,728NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$3,784,130NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$3,592,728TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,784,130TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,592,728TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,784,130TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,592,728TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$185,003ExcessRevenueOverExpensesAmt
Other Increases$6,399OtherIncreasesAmt
Subtotal$3,784,130SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,784,130TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GOLDMAN SACHS EQUITY INC LT 593-3P$1,788,046$1,835,379-$47,333-$47,333
GOLDMAN SACHS EQUITY INC ST 593-3P$337,609$338,533-$924-$924
GOLDMAN SACHS EQUITY INC LT 962-0P$41,147$30,242$10,905$10,905
GOLDMAN SACHS EQUITY INC ST 962-0P$10$10$10
GOLDMAN SACHS EQUITY INC ST 962-0P$14,792$14,888-$96-$96
GOLDMAN SACHS EQUITY INC ST 382-0P$403,231$408,481-$5,250-$5,250
GOLDMAN SACHS EQUITY INC ST 382-0P$35,878$35,844$34$34
FieldValueIRS element (for citing)
Capital Gain Net Income-$24,087CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$6,226NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,354InvestmentIncomeExciseTaxAmt
Subtotal$1,354SubtotalAmt
Tax Based On Investment Income$1,354TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,210EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,210TotalPaymentsAndCreditsAmt
Overpayment$1,856OverpaymentAmt
Applied To ES Tax$1,856AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SHAWN SNYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9897536486PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1525 MORLEY DRIVEAddressLine1Txt
CitySAGINAWCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48601ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JASON TUNNEY
525 MORLEY DRSAGINAWMI48601PRESIDENT1.00$0$0$0
MATTHEW MOELLER
525 MORLEY DRSAGINAWMI48601VICE PRESIDE1.00$0$0$0
SHAWN SNY
525 MORLEY DRSAGIANWMI48601SECRETARY/TR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,216,415AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$260,057AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,476,472TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$4,476,472AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$67,147CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,409,325NetVlNoncharitableAssetsAmt
Minimum Investment Return$220,466MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$220,466MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,354TaxBasedOnInvestmentIncomeAmt
Total Tax$1,354TotalTaxAmt
Distributable Before Adj$219,112DistributableBeforeAdjAmt
Distributable Before Ded$219,112DistributableBeforeDedAmt
Distributable As Adjusted$219,112DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$230,000ExpensesAndContributionsAmt
Qualifying Distributions$230,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$219,112DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$6,549ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$10,171ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$16,720TotalExcessDistributionCyovAmt
Qualifying Distributions$230,000QualifyingDistributionsAmt
Applied To Current Year$219,112AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,888RemainingDistriFromCorpusAmt
Total Corpus$27,608TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$27,608ExcessDistriCyovToNextYrAmt
Excess From Year3$6,549ExcessFromYear3Amt
Excess From Year2$10,171ExcessFromYear2Amt
Excess From Current Year$10,888ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
VALLEY LUTHERAN HIGH SCHOOL
3560 MCCARTY RDSAGINAWMI48603NONEPCEDUCATIONAL SCHOLARSHIP$55,000
CONCORDIA UNIVERSITY
4090 GEDDES RDANN ARBORMI48105NONEPCEDUCATIONAL SCHOLARSHIP$5,000
BETHLEHEM LUTHERAN
2777 HERMANSAUSAGINAWMI48603NONEPCEDUCATIONAL SCHOLARSHIP$30,000
PEACE LUTHERAN ELEMENTARY SCHOOL
3161 LAWNDALESAGINAWMI48603NONEPCSTUDENT ASSISTANCE$10,000
SHEBOYGAN CHRISTIAN SCHOOL
418 GEELE AVESHEBOYGANWI53083NONEPCEDUCATIONAL SCHOLARSHIP$15,000
NOUVEL CATHOLIC CENTRAL HIGH SCHOOL
2555 WIENEKE RDSAGINAWMI48603NONEPCEDUCATIONAL SCHOLARSHIP$35,000
HOLY CROSS LUTHERAN
610 COURT STSAGINAWMI48602NONEPCSTUDENT ASSISTANCE$10,000
SAINT GERARD SOCIETY
PO BOX 6883SAGINAWMI486086883NONEPCSTUDENT ASSISTANCE$50,000
ST PETERS LUTHERAN ELEMENTARY
2440 N RAUCHOLZ RDHEMLOCKMI48626NONEPCSTUDENT ASSISTANCE$10,000
OUR LADY OF THE LAKE CATHOLIC
650 A AVENUELAKE OSWEGOOR97034NONEPCSTUDENT ASSISTANCE$10,000SCHOOL
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$230,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22,543ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$87,349ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$24,087ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$85,805ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$85,805TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
DURO-LAST ROOFING
1525 MORLEY DRSAGINAWMI48601$270,843Yes (X)
TIP-TOP SCREW MANUFACTURING
24183 FORRESTOSCODAMI48750$22,467Yes (X)
OSCODA PLASTICS INC
35585 NORTH HURON AVEOSCODAMI48750$19,003Yes (X)
PLASTATECH ENGINEERING LTD
4725 MORLEY DRSAGINAWMI48601$33,682Yes (X)

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOMEBondNm
EOY Book Value$2,210,005EOYBookValueAmt
EOYFMV$2,138,180EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MUTAL FUNDS$1,312,383$1,787,672
CORPORATE STOCK$237,682$305,694

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCOST BASIS ADJUSTMENTDesc
Amt$6,399Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$12,363Amt
Net Investment Income$12,363NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES - 962$124$124
ESTIMATED TAX PAYMENT$5,334

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