BETA

BUR OAK FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
BUR OAK FOUNDATION (EIN 86-1247291)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-10-25
IRS object ID
202322989349100312
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)
Return2023-10-25T16:35:18-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN861247291EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Bur Oak FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlBUROBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES DREYFOUSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2023-10-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAMESPersonFirstNm
Person LastDREYFOUSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
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$3,018,818FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$362InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$362InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$112,980DividendsRevAndExpnssAmt
Dividends Net Invst Incm$112,980DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$553,163NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,216,834GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$439,821TotalRevAndExpnssAmt
Total Net Invst Incm$113,342TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$31,793OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$31,793OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$71,200TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$20,094OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$20,094OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$123,087TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$31,793TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$20,094TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$697,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$697,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$820,587TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$31,793TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$717,594TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,260,408ExcessRevenueOverExpensesAmt
Net Investment Income$81,549NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$39,620SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$19,386SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$19,386SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$5,112,691CorporateStockBOYAmt
Corporate Stock EOY$3,872,517CorporateStockEOYAmt
Corporate Stock EOYFMV$2,999,432CorporateStockEOYFMVAmt
Total Assets BOY$5,152,311TotalAssetsBOYAmt
Total Assets EOY$3,891,903TotalAssetsEOYAmt
Total Assets EOYFMV$3,018,818TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$5,152,311RetainedEarningBOYAmt
Retained Earning EOY$3,891,903RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,152,311TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,891,903TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,152,311TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,891,903TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,152,311TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,260,408ExcessRevenueOverExpensesAmt
Subtotal$3,891,903SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,891,903TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$2,216,834GrossSalesPriceAmt
Cost Or Other Basis$2,769,997CostOrOtherBasisAmt
Gain Or Loss-$553,163GainOrLossAmt
Gains Minus Excess Or Losses-$553,163GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$553,163CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,134InvestmentIncomeExciseTaxAmt
Subtotal$1,134SubtotalAmt
Tax Based On Investment Income$1,134TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,122ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,134TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt

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
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
James C Dreyfous
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Pres, Treas, Sec1.0$0$0$0
Brooke D Peel
Foundation Source 501 Silverside RdWilmingtonDE198091377Sec1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,646,195AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$36,469AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,682,664TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,682,664AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$55,240CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,627,424NetVlNoncharitableAssetsAmt
Minimum Investment Return$181,371MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$181,371MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,134TaxBasedOnInvestmentIncomeAmt
Total Tax$1,134TotalTaxAmt
Distributable Before Adj$180,237DistributableBeforeAdjAmt
Distributable Before Ded$180,237DistributableBeforeDedAmt
Distributable As Adjusted$180,237DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$717,594ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$717,594QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$180,237DistributableAsAdjustedAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Excess Distribution Cyov Yr1$629,802ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$629,802TotalExcessDistributionCyovAmt
Qualifying Distributions$717,594QualifyingDistributionsAmt
Applied To Current Year$180,237AppliedToCurrentYearAmt
Remaining Distri From Corpus$537,357RemainingDistriFromCorpusAmt
Total Corpus$1,167,159TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,167,159ExcessDistriCyovToNextYrAmt
Excess From Year1$629,802ExcessFromYear1Amt
Excess From Current Year$537,357ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BONEFISH & TARPON TRUST INC
24 DOCKSIDE LN 83KEY LARGOFL33037N/APCGeneral & Unrestricted$25,000
COMMUNITY FOUNDATION OF OYSTER BAY INC
200 SUNSET RDOYSTER BAYNY11771N/APCGeneral & Unrestricted$7,500
EARTHJUSTICE
50 CALIFORNIA ST SUITE 500SAN FRANCISCOCA94111N/APCGeneral & Unrestricted$200,000
FLOURISH VENTURES
752 W CENTER ST STE BMIDVALEUT84047N/APCCharitable Event$25,000
FRIENDS OF NASSAU COUNTY BAILEY ARBORETUM
194 BAYVILLE RDLOCUST VALLEYNY11560N/APCGeneral & Unrestricted$2,500
FRIENDS OF TRACY AVIARY 09-20-93
589 E 1300 SSALT LAKE CTYUT84105N/APCCharitable Event$10,000
GREAT BASIN WATER NETWORK INC
PO BOX 75BAKERNV89311N/APCGeneral & Unrestricted$50,000
THE NATURE CONSERVANCY IN UTAH
559 E S TEMPLESALT LAKE CITYUT84102N/APCGeneral & Unrestricted$100,000
THE YOUNG MENS CHRISTIAN ASSOCIATION OF NORTHERN U
675 EAST 2100 SOUTH STE 200SALT LAKE CITYUT84106N/APCGeneral & Unrestricted$100,000
THEODORE ROOSEVELT CONSERVATION PARTNERSHIP INC
529 14TH ST NW STE 500WASHINGTONDC20045N/APCMenhaden Project$50,000
UTAH CLEAN ENERGY ALLIANCE INC
1014 2ND AVESALT LAKE CITYUT84103N/APCGeneral & Unrestricted$25,000
UTAH RIVERS COUNCIL
PO BOX 900457SANDYUT84090N/APCGeneral & Unrestricted$2,500
WASATCH COMMUNITY GARDENS
629 E 800 SSALT LAKE CITYUT84102N/APCGeneral & Unrestricted$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$697,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$362ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$112,980ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$553,163ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$439,821ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$439,821TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMERICAN BEACON THE LONDON CO$341,490$298,568
EDGEWOOD GROWTH FUND INSTI$557,798$294,803
FULLER & THALER BEHAVIORAL SMA$168,119$148,211
INVESCO OPPENHEIMER DEVELOPING$347,976$226,509
ISHARES CORE MSCI EAFE ETF$369,944$358,444
MERIDIAN SMALL CAP GROWTH FUND$272,297$150,475
VANGUARD FTSE EMERGING MARKETS$84,084$77,755
VANGUARD GROWTH ETF$564,180$431,050
VANGUARD TOTAL WORLD STK INDEX$325,339$303,923
VANGUARD VALUE ETF$475,248$462,758
WCM FOCUSED INTL GROWTH FUNDS$366,042$246,936

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$19,868$19,868
Postage/Delivery Service$126$126
State or Local Filing Fees$100$100

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$31,793Amt
Net Investment Income$31,793NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Extension for 2021CategoryTxt
Amt$71,200Amt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.