BURTON FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: BURTON FOUNDATION (EIN 13-3975899)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-05-20
IRS object ID: 202231409349101453
Schema version: 2021v4.2
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
Depreciation Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-05-20T14:24:45-05:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	DORIAN A VERGOS & COMPANY LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	363 7th Avenue - 13th Floor	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10001	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	133975899	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE BURTON FOUNDATION	BusinessNameLine1Txt
Business Name Line2	C/O DORIAN ALEX VERGOS & CO LLC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
In Care Of	% BURTON B STANIAR	InCareOfNm
Business Name Control	BURT	BusinessNameControlTxt
Phone	2123434000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	363 SEVENTH AVENUE 13TH FLOOR	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10001	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	BURTON STANIAR	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	2123074800	PhoneNum
Signature	2022-05-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	BURTON	PersonFirstNm
Person Last	STANIAR	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DORIAN A VERGOS	PreparerPersonNm
PTIN	P00085651	PTIN
Phone	2123074800	PhoneNum
Preparation	2022-05-15	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$2,346,633	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	$0	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$6,879	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$6,879	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$28,219	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$28,219	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$294,018	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$2,348,766	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$295,304	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$40	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$7	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$329,156	TotalRevAndExpnssAmt
Total Net Invst Incm	$330,409	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Interest Rev And Expnss	$29	InterestRevAndExpnssAmt
Interest Net Invst Incm	$29	InterestNetInvstIncmAmt
Taxes Rev And Expnss	$515	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$515	TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss	$13,518	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$12,409	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$250	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$14,062	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$12,953	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$250	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$161,225	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$161,225	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$175,287	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$12,953	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$161,475	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$153,869	ExcessRevenueOverExpensesAmt
Net Investment Income	$317,456	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$72,012	CashBOYAmt
Cash EOY	$51,961	CashEOYAmt
Cash EOYFMV	$51,961	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$62,930	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$0	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$0	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$1,249,895	CorporateStockBOYAmt
Corporate Stock EOY	$1,509,110	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,677,991	CorporateStockEOYFMVAmt
Other Investments BOY	$645,336	OtherInvestmentsBOYAmt
Other Investments EOY	$620,732	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$614,442	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$0	OtherAssetsBOYAmt
Other Assets EOY	$2,239	OtherAssetsEOYAmt
Other Assets EOYFMV	$2,239	OtherAssetsEOYFMVAmt
Total Assets BOY	$2,030,173	TotalAssetsBOYAmt
Total Assets EOY	$2,184,042	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,346,633	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$2,030,173	CapitalStockBOYAmt
Capital Stock EOY	$2,184,042	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$2,030,173	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$2,184,042	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$2,030,173	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$2,184,042	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$2,030,173	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$153,869	ExcessRevenueOverExpensesAmt
Subtotal	$2,184,042	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$2,184,042	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)

PropertyPropertyDesc	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
UBS FINANCIAL SERVICES #10319 - STATEMENT A	$97,581	$95,716	$1,865	$1,865
UBS FINANCIAL SERVICES #10319 - STATEMENT A	$1,897,408	$1,652,086	$245,322	$245,322
UBS FINANCIAL SERVICES #10319 - STATEMENT A	$193,604	$149,261	$44,343	$44,343
GOLDMAN SACHS #73901-5 - STATEMENT B	$45,895	$45,734	$161	$161
GOLDMAN SACHS #73902-3 - STATEMENT B	$14,739	$13,325	$1,414	$1,414
GOLDMAN SACHS #73903-1 - STATEMENT B	$41,222	$42,775	-$1,045	-$1,553
GOLDMAN SACHS #73904-9 - STATEMENT B	$31,653	$28,610	$3,784	$3,043
GOLDMAN SACHS #73905-6 - STATEMENT B	$26,665	$27,282	-$581	-$617
CAPITAL GAIN DIVIDENDS			$41		P
CAPITAL GAIN DIVIDENDS			$41		P
CAPITAL GAIN DIVIDENDS			$41		P
CAPITAL GAIN DIVIDENDS			$41		P
CAPITAL GAIN DIVIDENDS			$41		P
CAPITAL GAIN DIVIDENDS			$41		P
CAPITAL GAIN DIVIDENDS			$41		P
CAPITAL GAIN DIVIDENDS			$41		P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$295,304	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$4,413	InvestmentIncomeExciseTaxAmt
Subtotal	$4,413	SubtotalAmt
Tax Based On Investment Income	$4,413	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,122	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$5,500	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$6,622	TotalPaymentsAndCreditsAmt
Overpayment	$2,209	OverpaymentAmt
Applied To ES Tax	$2,209	AppliedToESTaxAmt

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	NY	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	BURTON B STANIAR	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2123434000	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	363 7TH AVENUE 13TH FLOOR	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10001	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
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
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
Proceeds Or Net Income	false	ProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	BURTON B STANIAR	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	363 7TH AVENUE 13TH FLOOR	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10001	ZIPCd

Field	Value	IRS element (for citing)
Title	TRUSTEE	TitleTxt
Average Hrs Per Wk Devoted To Pos	0	AverageHrsPerWkDevotedToPosRt
Compensation	$0	CompensationAmt
Employee Benefit Program	$0	EmployeeBenefitProgramAmt
Expense Account Other Allwnc	$0	ExpenseAccountOtherAllwncAmt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

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

Field	Value	IRS element (for citing)
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$1,970,395	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$340,844	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,311,239	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$2,311,239	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$34,669	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,276,570	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$113,829	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$113,829	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$4,413	TaxBasedOnInvestmentIncomeAmt
Total Tax	$4,413	TotalTaxAmt
Distributable Before Adj	$109,416	DistributableBeforeAdjAmt
Distributable Before Ded	$109,416	DistributableBeforeDedAmt
Distributable As Adjusted	$109,416	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$161,475	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$161,475	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$109,416	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Prior Year1	2019	PriorYear1Yr
Prior Year2	2018	PriorYear2Yr
Prior Year3	2017	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$128,341	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$114,215	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$107,204	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$120,758	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$28,196	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$498,714	TotalExcessDistributionCyovAmt
Qualifying Distributions	$161,475	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Current Year	$109,416	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$52,059	RemainingDistriFromCorpusAmt
Total Corpus	$550,773	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$128,341	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$422,432	ExcessDistriCyovToNextYrAmt
Excess From Year4	$114,215	ExcessFromYear4Amt
Excess From Year3	$107,204	ExcessFromYear3Amt
Excess From Year2	$120,758	ExcessFromYear2Amt
Excess From Year1	$28,196	ExcessFromYear1Amt
Excess From Current Year	$52,059	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	MR BURTON B STANIAR	ContributingManagerNm
Shareholder Manager	NONE	ShareholderManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SEE ATTACHED STATEMENT	BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	SEE ATTACHED STATEMENT	AddressLine1Txt
Address Line2	SEE ATTACHED STATEMENT	AddressLine2Txt
City	SEE ATTACHED STATEMENT	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10001	ZIPCd

Field	Value	IRS element (for citing)
Recipient Relationship	NONE	RecipientRelationshipTxt
Recipient Foundation Status	PC	RecipientFoundationStatusTxt
Grant Or Contribution Purpose	FOR THE ORGANIZATION'S CHARITABLE USE	GrantOrContributionPurposeTxt
Amt	$161,225	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$161,225	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp
Int On Sav And Temp Cash Invst		IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$35,138	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Income		OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$294,018	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$329,156	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$329,156	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

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	EQUITIES PORTFOLIO	StockNm
EOY Book Value	$1,509,110	EOYBookValueAmt
EOYFMV	$1,677,991	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
UBS PACE SELECT FIXED INCOME	$0	$0
UBS PACE SELECT	$0	$0
FIXED INCOME PORTFOLIO	$620,732	$614,442

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	DIVIDEND RECEIVABLE	Desc
BOY Book Value	$0	BOYBookValueAmt
EOY Book Value	$2,239	EOYBookValueAmt
EOYFMV	$2,239	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEES	$12,409	$12,409
FILING FEES	$250		$250
OTHER EXPENSES	$859

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
NONDIVIDEND DISTRIBUTION	$33
OTHER INCOME	$7	$7

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAXES	CategoryTxt
Amt	$515	Amt
Net Investment Income	$515	NetInvestmentIncomeAmt

BURTON FOUNDATION: Form 990PF, tax year 2021

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

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

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 (16 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

US Address USAddress

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

Recipient US Address RecipientUSAddress

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

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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