2017-11-08T13:59:09-06:00 2016-12-31 420714325 RSM US LLP 531 COUCH DR OKLAHOMA CITY OK 73102 990PF 2016-01-01 731584983 BURTON FOUNDATION INC BURT 4057555571 1899 SYCAMORE LANE FERNANDINA BEACH FL 32034 DAVID GRAY PRESIDENT 4057555571 2017-10-31 1 ANNE SCUDDER P00967598 4052397961 108.171.131.188 2017-10-31 14:56:05 CD P 1039B9BB64B52CA1FF301C3CD1062D9679280FC5 623030F381B5BB40EF2DD947E71C49EA9DAF4442 2016 2021-01-29 14:40:06Z X 30615320 X X 580951 580951 190015 6181955 190015 770966 770966 0 0 0 0 0 2500 0 0 2500 295630 151581 0 144049 29546 8146 0 0 6344 0 0 6344 1864 -82 0 1946 335884 159645 0 154839 258500 258500 594384 159645 0 413339 176582 611321 0 1414551 184528 184528 27880859 30430792 30430792 29295410 30615320 30615320 0 0 X 29295410 30615320 29295410 30615320 29295410 30615320 29295410 176582 1143328 30615320 0 30615320 GOLDMAN ST COVERED GAIN P 2016-01-01 2016-12-31 294114 286645 7469 7469 GOLDMAN LT COVERED GAIN P 1999-09-09 2016-12-31 579852 405354 174498 174498 GOLDMAN 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-187 GOLDMAN LT COVERED GAIN P 1999-09-09 2016-12-31 157142 168411 -11269 -11269 GOLDMAN LT NONCOVERED GAIN P 1999-09-09 2016-12-31 24888 11648 13240 13240 GOLDMAN ST COVERED GAIN P 2016-01-01 2016-12-31 1074 1414 -340 -340 GOLDMAN LT COVERED GAIN P 1999-09-09 2016-12-31 177844 164867 12977 12977 GOLDMAN LT NONCOVERED GAIN P 1999-09-09 2016-12-31 87 87 87 GOLDMAN ST COVERED GAIN P 2016-01-01 2016-12-31 25092 33509 -8417 -8417 GOLDMAN LT COVERED GAIN P 1999-09-09 2016-12-31 193595 193345 250 250 GOLDMAN LT NONCOVERED GAIN P 1999-09-09 2016-12-31 8046 3585 4461 4461 GOLDMAN ST DISALLOWED LOSS P 2016-01-01 2016-12-31 636 636 636 GOLDMAN LT DISALLOWED LOSS P 1999-09-09 2016-12-31 36 36 36 CAPITAL GAIN DISTRIBUTION P 1999-09-09 2016-12-31 361 361 361 GOLDMAN LT ORDINARY GAINS P 1999-09-09 2016-12-31 721 721 721 GOLDMAN ST ORDINARY GAINS P 1999-09-09 2016-12-31 225 225 225 GOLDMAN LT US EQ BUFF P 1999-09-09 2016-12-31 760190 740000 20190 20190 190015 4882 0 628561 29950447 0.020987 853937 29657432 0.028793 404724 27812339 0.014552 2054607 26131946 0.078624 1989746 27109661 0.073396 0.216352 0.043270 29402688 1272254 6113 1278367 413339 12226 0 12226 0 12226 25600 25600 13374 13374 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A FOUNDATION MANAGEMENT 4057555571 2932 NW 122 BRADLEY SQUARE STE D OKLAHOMA CITY OK 73120 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GRETCHEN GRAY 2932 NW 122ND ST SUITE D OKLAHOMA CITY OK 73120 TRUSTEE, SECRETARY 1.00 0 0 0 DAVID GRAY 2932 NW 122ND ST SUITE D OKLAHOMA CITY OK 73120 TRUSTEE, PRESIDENT 1.00 0 0 0 ROBERT GRAY 2932 NW 122ND ST SUITE D OKLAHOMA CITY OK 73120 TRUSTEE 1.00 0 0 0 JOSEPH GRAY 2932 NW 122ND ST SUITE D OKLAHOMA CITY OK 73120 TRUSTEE 1.00 0 0 0 LISA WALL 2932 NW 122ND ST SUITE D OKLAHOMA CITY OK 73120 TRUSTEE 1.00 0 0 0 KARI BLAKLEY 2932 NW 122ND ST SUITE D OKLAHOMA CITY OK 73120 ASSISTANT SECRETARY 1.00 0 0 0 SHERRIE SCHROEDER 2932 NW 122ND ST SUITE D OKLAHOMA CITY OK 73120 TREASURER 1.00 0 0 0 NONE 0 GOLDMAN SACHS 25 BRITISH AMERICAN BLVD LATHAM NY 12110 PORTFOLIO MANAG 151581 FOUNDATION MANAGEMENT INC 2932 NW 122 BRADLEY SQUARE SUITE D OKLAHOMA CITY OK 73120 MANAGEMENT FEES 143753 0 0 29617405 233040 0 29850445 0 0 29850445 447757 29402688 1470134 1470134 12226 12226 1457908 0 1457908 0 1457908 413339 0 413339 0 413339 1457908 0 0 729702 755762 1485464 413339 0 0 0 413339 0 1044569 1044569 440895 0 0 0 0 0 0 0 440895 440895 X AID TO THE CHURCH IN NEED 725 LEONARD ST 3RD FLR BROOKLYN NY 11222 NONE 501C3 UNRESTRICTED GIFT FOR OPERATIONS 30000 AMERICAN RED CROSS-TULSA AREA CHAPTER 10151 E 11TH STREET TULSA OK 74128 NONE 501C3 UNRESTRICTED GIFT FOR OPERATIONS 2000 AMERICAN RIVERS INC ATTN ROBBIN MARKS WASHINGTON DC 20005 NONE 501C3 UNRESTRICTED GIFT FOR OPERATIONS 2500 AMHERST COLLEGE P O BOX 5000 AMHERST MA 010025000 NONE 501C3 UNRESTRICTED GIFT FOR OPERATIONS 1000 ARCHDIOCESE FOR MILITARY SERVICES 1025 MICHIGAN AVE NE WASHINGTON DC 20017 NONE 501C3 UNRESTRICTED GIFT FOR OPERATIONS 10000 ARTS & HUMANITIES COUNCIL OF TULSA 101 EAST ARCHER TULSA OK 74103 NONE 501C3 UNRESTRICTED GIFT FOR OPERATIONS 5000 BECKET FUND 1200 NEW HAMPSHIRE AVE NW STE 700 WASHINGTON DC 20036 NONE 501C3 UNRESTRICTED GIFT FOR OPERATIONS 5000 BIG LIFE FOUNDATION USA 24010 NE TREEHILL DRIVE WOOD VILLAGE OR 97060 NONE 501C3 UNRESTRICTED GIFT FOR OPERATIONS 2000 BIRTH CHOICE PO BOX 94533 OKLAHOMA CITY OK 73143 NONE 501C3 UNRESTRICTED GIFT FOR OPERATIONS 2000 BISHOP KELLY HIGH SCHOOL 3905 HUDSON AVENUE TULSA OK 74135 NONE 501C3 UNRESTRICTED GIFT FOR OPERATIONS 10000 BISHOP KENNY HIGH SCHOOL 1055 KINGMAN AVE JACKSONVILLE FL 32207 NONE 501C3 GENERAL OPERATIONAL SUPPORT 500 BOYS REPUBLIC 1907 BOYS REPUBLIC DRIVE CHINO HILLS CA 91709 NONE 501C3 UNRESTRICTED GIFT FOR OPERATIONS 5000 CARDINAL MINDSZENTY FOUNDATION 7800 BONHOMME AVE ST LOUIS MO 63105 NONE 501C3 UNRESTRICTED GIFT FOR OPERATIONS 5000 CATHOLIC CHARITIES - TULSA 2450 N HARVARD AVE TULSA OK 74115 NONE 501C3 UNRESTRICTED GIFT FOR OPERATIONS 10000 CATHOLIC NEAR EAST WELFARE ASSN 1011 FIRST AVENUE 15 FL NEW YORK NY 10022 NONE 501C3 UNRESTRICTED GIFT FOR OPERATIONS 30000 CHILDRENS HOSPITAL FOUNDATION 6501 N BROADWAY EXT STE 190 OKLAHOMA CITY OK 73116 NONE 501C3 UNRESTRICTED GIFT FOR OPERATIONS 10000 CHRISTENDOM COLLEGE 134 CHRISTENDOM DRIVE FRONT ROYAL VA 22630 NONE 501C3 UNRESTRICTED GIFT FOR OPERATIONS 10000 COMMUNITY FOOD BANK OF EASTERN OKLAHOMA 1304 N KENOSHA AVE TULSA OK 74106 NONE 501C3 UNRESTRICTED GIFT FOR OPERATIONS 10000 CONSERVATION FORCE 3240 S I-10 SERVICE ROAD W METAIRIE LA 70001 NONE 501C3 UNRESTRICTED GIFT FOR OPERATIONS 2000 COVENANT HOUSE 461 EIGHTH AVENUE NEW YORK NY 10001 NONE 501C3 UNRESTRICTED GIFT FOR OPERATIONS 5000 DAYSPRING VILLA (V) P O BOX 1588 SAND SPRINGS OK 74063 NONE 501C3 UNRESTRICTED GIFT FOR OPERATIONS 5000 DIOCESE OF TULSA PO BOX 690240 TULSA OK 74169 NONE 501C3 UNRESTRICTED GIFT FOR OPERATIONS 10000 ETERNAL WORD TELEVISION NETWORK (V) 5817 OLD LEEDS ROAD IRONDALE AL 35210 NONE 501C3 UNRESTRICTED GIFT FOR OPERATIONS 1000 FOOD FOR THE POOR 6401 LYONS ROAD-DEPT 9662 COCONUT CREEK FL 33073 NONE 501C3 UNRESTRICTED GIFT FOR OPERATIONS 10000 NATIONAL COWBOY & WESTERN HERITAGE MUSEUM 1700 NE 63RD STREET OKLAHOMA CITY OK 73111 NONE 501C3 UNRESTRICTED GIFT FOR OPERATIONS 1000 OETA FOUNDATION 7403 N KELLY OKLAHOMA CITY OK 731118420 NONE 501C3 UNRESTRICTED GIFT FOR OPERATIONS 1000 SALVATION ARMY THE PO BOX 397 TULSA OK 74101 NONE 501C3 UNRESTRICTED GIFT FOR OPERATIONS 5000 ST ANNE'S CATHOLIC CHURCH 301 S 9TH ST BROKEN ARROW OK 74012 NONE 501C3 UNRESTRICTED GIFT FOR OPERATIONS 10000 ST ANNE'S CATHOLIC CHURCH 301 S 9TH ST BROKEN ARROW OK 74012 NONE 501C3 UNRESTRICTED GIFT FOR OPERATIONS 5000 ST GREGORY'S UNIVERSITY 1900 WEST MACARTHUR SHAWNEE OK 74804 NONE 501C3 UNRESTRICTED GIFT FOR OPERATIONS 1000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 NONE 501C3 UNRESTRICTED GIFT FOR OPERATIONS 1000 ST MARY MAGDALENE CATHOLIC CHURCH ATTN FATHER DONALD STAIB APEX NC 27502 NONE 501C3 UNRESTRICTED GIFT FOR OPERATIONS 5000 ST MARY MAGDALENE CATHOLIC SCHOOL 625 MAGDALA PLACE APEX NC 27502 NONE 501C3 GENERAL OPERATIONAL SUPPORT 10000 TEXAS BIGHORN SOCIETY P O BOX 53145 LUBBOCK TX 79453 NONE 501C3 GENERAL OPERATIONAL SUPPORT 2500 THOMAS MORE LAW CENTER PO BOX 393 ANN ARBOR MI 48106 NONE 501C3 UNRESTRICTED GIFT FOR OPERATIONS 5000 THOMAS MORE SOCIETY 16 S LA SALLE ST STE 603 CHICAGO IL 60603 NONE 501C3 UNRESTRICTED GIFT FOR OPERATIONS 5000 TULSA SYMPHONY ORCHESTRA INC 117 N BOSTON AVE STE 201 TULSA OK 74103 NONE 501C3 UNRESTRICTED GIFT FOR OPERATIONS 1500 TULSA ZOO FRIENDS FOUNDATION 6421 E 36TH ST N TULSA OK 74115 NONE 501C3 UNRESTRICTED GIFT FOR OPERATIONS 1000 UNIVERSITY OF ROCHESTER SCHOOL OF NURSING P O BOX 270032 ROCHESTER NY 14642 NONE 501C3 UNRESTRICTED GIFT FOR OPERATIONS 1500 US FRIENDS OF DAVID SHELDRICK WILDLIFE WILDLIFE TRUST LAGUNA HILLS CA 92653 NONE 501C3 UNRESTRICTED GIFT FOR OPERATIONS 4000 WASHINGTON LEGAL FOUNDATION 2009 MASSACHUSETTS AVENUE NW WASHINGTON DC 20036 NONE 501C3 UNRESTRICTED GIFT FOR OPERATIONS 15000 WASHINGTON UNIVERSITY IN ST LOUIS 700 ROSEDALE ST ST LOUIS MO 63130 NONE 501C3 UNRESTRICTED GIFT FOR OPERATIONS 1000 258500 0 14 580951 18 190015 0 770966 0 770966 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2500 0 0 2500 CORPORATE STOCKS HELD BY GOLDMAN SAC 30430792 30430792 INSURANCE 1196 0 0 1196 MEMBERSHIPS 750 0 0 750 BOND AMORTIZATION -82 -82 0 0 UNREALIZED GAIN(LOSS) 1143328 OTHER PROFESSIONAL FEES 295630 151581 0 144049 ADR & FOREIGN TAXES PAID 8146 8146 0 0 FEDERAL INCOME TAX AND REFUND 21400 0 0 0