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BURROWS FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
BURROWS FAMILY FOUNDATION (EIN 27-6100318)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-06-23
IRS object ID
201411749349100311
Schema version
2013v3.1
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)
Return2014-06-23T12:41:29-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SFW PARTNERS LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11610 DES PERES RD STE 300AddressLine1
CitySAINT LOUISCity
StateMOState
ZIP Code631311891ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN276100318EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BURROWS FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlBURRBusinessNameControlTxt
Phone3146511184PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line116 CARRSWOLD DRIVEAddressLine1
CityST LOUISCity
StateMOState
ZIP Code63105ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHEN J BURROWSPersonNm
Person TitleTrusteePersonTitleTxt
Signature2014-06-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLance G Weiss CPAPreparerPersonNm
PTINP00199160PTIN
Phone3145693333PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,128,675FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$6InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$6InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$18,565DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,565DividendsNetInvstIncmAmt
Dividends Adj Net Incm$18,565DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$21,608NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$543,425GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$21,608CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$8,566NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$40,179TotalRevAndExpnssAmt
Total Net Invst Incm$40,179TotalNetInvstIncmAmt
Total Adj Net Incm$27,137TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$125LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$125LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$125LegalFeesAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,875AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,875AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$2,875AccountingFeesAdjNetIncmAmt
Other Prof Fees Rev And Expnss$8,447OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$8,447OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$8,447OtherProfFeesAdjNetIncmAmt
Taxes Rev And Expnss$372TaxesRevAndExpnssAmt
Taxes Net Invst Incm$372TaxesNetInvstIncmAmt
Taxes Adj Net Incm$372TaxesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$11,819TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,819TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$11,819TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$50,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$50,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$61,819TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,819TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$11,819TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$50,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$21,640ExcessRevenueOverExpensesAmt
Net Investment Income$28,360NetInvestmentIncomeAmt
Adjusted Net Income$15,318AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$9,591SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$12,271SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$12,271SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$643,909CorporateStockBOYAmt
Corporate Stock EOY$882,574CorporateStockEOYAmt
Corporate Stock EOYFMV$1,116,404CorporateStockEOYFMVAmt
Corporate Bonds BOY$262,985CorporateBondsBOYAmt
Total Assets BOY$916,485TotalAssetsBOYAmt
Total Assets EOY$894,845TotalAssetsEOYAmt
Total Assets EOYFMV$1,128,675TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$916,485RetainedEarningBOYAmt
Retained Earning EOY$894,845RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$916,485TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$894,845TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$916,485TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$894,845TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$916,485TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$21,640ExcessRevenueOverExpensesAmt
Subtotal$894,845SubtotalAmt
Tot Net Ast Or Fund Balances EOY$894,845TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$21,608CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$8,566NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$50,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$935,635NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.05344DistributionYr1Rt
Adjusted Qlfy Distri Yr2$75,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,009,846NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.07427DistributionYr2Rt
Adjusted Qlfy Distri Yr3$140,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,083,678NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.12919DistributionYr3Rt
Net Vl Noncharitable Assets Yr4$1,047,563NetVlNoncharitableAssetsYr4Amt
Total Distribution0.25690TotalDistributionRt
Average Distribution0.06423AverageDistributionRt
Net Vl Noncharitable Assets$1,036,480NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$66,568AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$284NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$66,852AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$50,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$567InvestmentIncomeExciseTaxAmt
Subtotal$567SubtotalAmt
Tax Based On Investment Income$567TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$7EsPenaltyAmt
Tax Due$574TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
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 Line1STEPHEN J BURROWS TRUSTEEBusinessNameLine1
FieldValueIRS element (for citing)
Phone3146511184PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line116 CARRSWOLD DRAddressLine1
CityST LOUISCity
StateMOState
ZIP Code63105ZIPCode
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
STEPHEN J BURROWS
16 CARRSWOLD DRIVEST LOUISMO63105Trustee1.00$0
BARBARA J BURROWS
16 CARRSWOLD DRIVEST LOUISMO63105Trustee1.00$0
CALYN E BURROWS
16 CARRSWOLD DRIVEST LOUISMO63105Trustee1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,041,333AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$10,931AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,052,264TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,052,264AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,784CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,036,480NetVlNoncharitableAssetsAmt
Minimum Investment Return$51,824MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$51,824MinimumInvestmentReturnAmt
Tax Based On Investment Income$567TaxBasedOnInvestmentIncomeAmt
Total Tax$567TotalTaxAmt
Distributable Before Adj$51,257DistributableBeforeAdjAmt
Distributable Before Ded$51,257DistributableBeforeDedAmt
Distributable As Adjusted$51,257DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$50,000ExpensesAndContributionsAmt
Qualifying Distributions$50,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$50,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$51,257DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$140,000ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$24,874ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,532ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$168,406TotalExcessDistributionCyovAmt
Qualifying Distributions$50,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$50,000AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$1,257ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$1,257ExcessDistributionCyovAppCYAmt
Total Corpus$167,149TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$167,149ExcessDistriCyovToNextYrAmt
Excess From Year3$138,743ExcessFromYear3Amt
Excess From Year2$24,874ExcessFromYear2Amt
Excess From Year1$3,532ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
JUVENILE DIABETES RESEARCH FOUNDATI
26 BROADWAY 14TH FLOORNEW YORKNY10004EXEMPTFUNDING PROGRAMS$25,000
MICDS ANNUAL FUND
101 NORTH WARSON ROADST LOUISMO63124EXEMPTFUNDING PROGRAMS$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$50,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,565ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$21,608ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$40,179ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$40,179TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,875Amt
Net Investment Income$2,875NetInvestmentIncomeAmt
Adjusted Net Income$2,875AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES MSCI EAFE INDEX FUND$37,719$43,880
SPDR S&P 500 ETF$123,599$172,316
VANGUARD TOTAL STOCK MARKET ETF$101,306$123,353
FMI LARGE CAP FUND$148,564$170,662
JOHN HANCOCK DISCIPLINED VALUE MID CAP F$51,632$73,390
MAINSTAY ICAP INTERNATIONAL FUND A$65,254$89,460
MANNING & NAPIER FUND, INC WORLD OPPORTU$66,877$88,088
PRUDENTIAL JENNISON MID-CAP GROWTH FUND$56,117$68,644
RIVERPARK/WEDGEWOOD RETAIL FUNDS$142,793$181,133
ISHARES TRUST CORE S&P SMALL-CAP ETF$27,011$35,576
ISHARES RUSSELL MIDCAP ETF$28,638$33,746
TOUCHSTONE SMALL CAP CORE FUND$33,064$36,156

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$125LegalFeesAmt
Net Investment Income$125NetInvestmentIncomeAmt
Adjusted Net Income$125AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGED ACCOUNT FEESCategoryTxt
Amt$8,447Amt
Net Investment Income$8,447NetInvestmentIncomeAmt
Adjusted Net Income$8,447AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$372Amt
Net Investment Income$372NetInvestmentIncomeAmt
Adjusted Net Income$372AdjustedNetIncomeAmt

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