BURTON FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: BURTON FOUNDATION INC (EIN 73-1584983)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-11-13
IRS object ID: 201323179349100422
Schema version: 2012v2.3
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
Schedule B
Accounting Fees Schedule
Compensation Explanation
Investments Corp Stock Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-11-13T10:16:34-06:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	COLE & REED PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	531 COUCH DR	AddressLine1
City	OKLAHOMA CITY	City
State	OK	State
ZIP Code	731022251	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	731584983	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	BURTON FOUNDATION INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	BURT	NameControl
Phone	4057555571	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1899 SYCAMORE LANE	AddressLine1
City	FERNANDINA BEACH	City
State	FL	State
ZIP Code	32034	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	RC GREY	Name
Title	DIRECTOR	Title
Phone	4057555571	Phone
Date Signed	2013-11-15	DateSigned
Authorize Third Party	false	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	KIMBERLY WARREN	Name
Phone	4052397961	Phone
Date Prepared	2013-11-06	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	26418884	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	15039	ContriReceivedRevAndExpnss
Dividends Rev And Expnss	515261	DividendsRevAndExpnss
Dividends Net Invst Incm	515261	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	-317092	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	6908174	GrossSalesPrice
Total Revenue And Expenses	213208	TotalRevenueAndExpenses
Total Net Investment Income	515261	TotalNetInvestmentIncome
Accounting Fees Rev And Expnss	1850	AccountingFeesRevAndExpnss
Accounting Fees Dsbrs Chrtbl Prps	1850	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	281273	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	118398	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	162875	OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss	117893	TaxesRevAndExpnss
Taxes Net Invst Incm	9295	TaxesNetInvstIncm
Trav Conf Meeting Rev And Expnss	7367	TravConfMeetingRevAndExpnss
Trav Conf Meeting Dsbrs Chrtbl Prps	7367	TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss	1891	OtherExpensesRevAndExpnss
Other Expenses Dsbrs Chrtbl Prps	1891	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	410274	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	127693	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	173983	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	1884500	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	1884500	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	2294774	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	127693	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	2058483	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-2081566	ExcessOfRevenueOverExpenses
Net Investment Income	387568	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	238037	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	35963	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	35963	SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig BOY	227905	InvestmentsGovtObligBOY
Investments Corp Stock BOY	25517234	InvestmentsCorpStockBOY
Investments Corp Stock EOY	26382921	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	26382921	InvestmentsCorpStockEOYFMV
Total Assets BOY	25983176	TotalAssetsBOY
Total Assets EOY	26418884	TotalAssetsEOY
Total Assets EOYFMV	26418884	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	25983176	UnrestrictedBOY
Unrestricted EOY	26418884	UnrestrictedEOY
Total Net Assets BOY	25983176	TotalNetAssetsBOY
Total Net Assets EOY	26418884	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	25983176	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	26418884	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	25983176	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-2081566	ExcessOfRevenueOverExpenses
Other Increases	2522707	OtherIncreases
Subtotal	26424317	Subtotal
Other Decreases	5433	OtherDecreases
Total Net Assets Fund Balances EOY	26418884	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (34 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
GOLDMAN ST GAIN	P	2012-01-01	2012-12-31	9968	15186	-5218	-5218
GOLDMAN LT GAIN/DISALLOWED LOSSES	P	2011-01-01	2012-12-31	853		853	853
GOLDMAN ST GAIN	P	2012-01-01	2012-12-31	432920	431293	1627	1627
GOLDMAN LT GAIN	P	2011-01-01	2012-12-31	115881	108959	6922	6922
GOLDMAN NONCOVERED ST	P	2012-01-01	2012-12-31	372648	204881	167767	167767
GOLDMAN NONCOVERED ST	P	2012-01-01	2012-12-31	2085626	1989731	95895	95895
GOLMAN LT NONCOV	P	2011-01-01	2012-12-31	1539	634	905	905
GOLDMAN ST GAIN	P	2012-01-01	2012-12-31	14497	10017	4480	4480
GOLDMAN NONCOVERED ST	P	2012-01-01	2012-12-31	600302	571090	29212	29212
GOLDMAN ST GAIN	P	2012-01-01	2012-12-31	37071	37499	-428	-428
GOLDMAN LT GAIN	P	2011-01-01	2012-12-31	85933	73603	12330	12330
IVY CLARUS K-1	P	2011-01-01	2012-12-31		847106	-847106	-847106
GOLDMAN ST GAIN/DISALLOWED LOSSES	P	2012-01-01	2012-12-31	124		124	124
GOLDMAN NONCOVERED ST	P	2012-01-01	2012-12-31	2423	1889	534	534
GOLDMAN LT GAIN	P	2011-01-01	2012-12-31	273328	277693	-4365	-4365
GOLDMAN ST GAIN	P	2012-01-01	2012-12-31	60294	53459	6835	6835
GOLDMAN LT GAIN/DISALLOWED LOSSES	P	2011-01-01	2012-12-31	175		175	175
GOLDMAN ST GAIN/DISALLOWED LOSSES	P	2012-01-01	2012-12-31	1110		1110	1110
GOLDMAN NONCOVERED ST	P	2012-01-01	2012-12-31	64813	54544	10269	10269
GOLDMAN LT GAIN	P	2011-01-01	2012-12-31	278619	272546	6073	6073
GOLDMAN ST GAIN	P	2012-01-01	2012-12-31	354047	346367	7680	7680
GOLDMAN LT GAIN/DISALLOWED LOSSES	P	2011-01-01	2012-12-31	1563		1563	1563
GOLDMAN ST GAIN/DISALLOWED LOSSES	P	2012-01-01	2012-12-31	1105		1105	1105
GOLDMAN LT GAIN	P	2011-01-01	2012-12-31	59155	40921	18234	18234
GOLDMAN LT GAIN	P	2011-01-01	2012-12-31	336781	379540	-42759	-42759
GOLDMAN LT GAIN	P	2011-01-01	2012-12-31	15029	7550	7479	7479
GOLDMAN NONCOVERED ST	P	2012-01-01	2012-12-31	99161	87806	11355	11355
GOLDMAN LT GAIN	P	2011-01-01	2012-12-31	316426	68331	248095	248095
GOLDMAN ST GAIN	P	2012-01-01	2012-12-31	100965	111553	-10588	-10588
GOLDMAN ST GAIN	P	2012-01-01	2012-12-31	429374	414375	14999	14999
GOLDMAN ST GAIN/DISALLOWED LOSSES	P	2012-01-01	2012-12-31	504		504	504
GOLDMAN LT GAIN	P	2011-01-01	2012-12-31	338504	385827	-47323	-47323
GOLDMAN LT GAIN	P	2011-01-01	2012-12-31	406244	422048	-15804	-15804
GOLDMAN NONCOVERED ST	P	2012-01-01	2012-12-31	11192	10818	374	374

Field	Value	IRS element (for citing)
Capital Gain Net Income	-317092	CapitalGainNetIncome
Net Short Term Capital Gain Or Loss	337636	NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	1989746	QualifyingDistributionsYear1
Noncharitable Assets Year1	27109661	NoncharitableAssetsYear1
Distribution Ratio Year1	0.073396	DistributionRatioYear1
Qualifying Distributions Year2	2539531	QualifyingDistributionsYear2
Noncharitable Assets Year2	26530730	NoncharitableAssetsYear2
Distribution Ratio Year2	0.095720	DistributionRatioYear2
Qualifying Distributions Year3	2527515	QualifyingDistributionsYear3
Noncharitable Assets Year3	25305224	NoncharitableAssetsYear3
Distribution Ratio Year3	0.099881	DistributionRatioYear3
Qualifying Distributions Year4	2460431	QualifyingDistributionsYear4
Noncharitable Assets Year4	32578457	NoncharitableAssetsYear4
Distribution Ratio Year4	0.075523	DistributionRatioYear4
Qualifying Distributions Year5	1347710	QualifyingDistributionsYear5
Noncharitable Assets Year5	31414830	NoncharitableAssetsYear5
Distribution Ratio Year5	0.042900	DistributionRatioYear5
Total Distribution Ratio	0.387420	TotalDistributionRatio
Average Distribution Ratio	0.077484	AverageDistributionRatio
Net Noncharitable Assets	26131946	NetNoncharitableAssets
Adjusted Noncharitable Assets	2024808	AdjustedNoncharitableAssets
One Percent Net Investment Income	3876	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	2028684	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	2058483	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	3876	InvestmentIncomeExciseTax
Subtotal	3876	Subtotal
Tax Based On Investment Income	3876	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	16000	EstTaxPaymentsAndOverpayment
Total Credits And Payments	16000	TotalCreditsAndPayments
Form2220 Attached	X	Form2220Attached
Penalty For Underpayment	87	PenaltyForUnderpayment
Overpayment	12037	Overpayment
Amount Credited To Next Year	11861	AmountCreditedToNextYear
Amount To Be Refunded	176	AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	FL	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	FOUNDATION MANAGEMENT	BooksInCareOfPersonName
Books In Care Of Phone Number	4057555571	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	2932 NW 122 BRADLEY SQUARE STE D	AddressLine1
City	OKLAHOMA CITY	City
State	OK	State
ZIP Code	73120	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (7 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
GRETCHEN GRAY
2932 NW 122ND ST SUITE D	OKLAHOMA CITY	OK	73120	TRUSTEE, SEC	1.00	0	0	0
DAVID GRAY
2932 NW 122ND ST SUITE D	OKLAHOMA CITY	OK	73120	TRUSTEE, PRE	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 KOSTER
2932 NW 122ND ST SUITE D	OKLAHOMA CITY	OK	73120	ASSISTANT SE	1.00	0	0	0
SHERRIE SCHROEDER
2932 NW 122ND ST SUITE D	OKLAHOMA CITY	OK	73120	TREASURER	1.00	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE

Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (2 entries)

Address Line1USAddress/AddressLine1	Address Line2USAddress/AddressLine2	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	Type Of ServiceTypeOfService	CompensationCompensation
FOUNDATION MANAGEMENT INC
2932 NW 122	BRADLEY SQUARE SUITE D	OKLAHOMA CITY	OK	73120	MANAGEMENT FEES	162875
GOLDMAN SACHS
25 BRITISH AMERICAN BLVD		LATHAM	NY	12110	PORTFOLIO MANAG	118347

Sum Of Program Related Investments SumOfProgramRelatedInvestments

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

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	26264298	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	265596	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	26529894	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	26529894	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	397948	CashDeemedCharitable
Net Noncharitable Assets	26131946	NetNoncharitableAssets
Minimum Investment Return	1306597	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	1306597	MinimumInvestmentReturn
Tax Based On Investment Income	3876	TaxBasedOnInvestmentIncome
Total Tax	3876	TotalTax
Distributable Amount Before Adj	1302721	DistributableAmountBeforeAdj
Distributable Amount Before Ded	1302721	DistributableAmountBeforeDed
Distributable Amount As Adjusted	1302721	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	2058483	ExpensesAndContributions
Qualifying Distributions	2058483	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	3876	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	2054607	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	1302721	DistributableAmountAsAdjusted
Excess Distri Carryover Year4	385413	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	1273578	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	1221993	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	729702	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	3610686	TotalExcessDistriCarryover
Qualifying Distributions	2058483	QualifyingDistributions
Applied To Current Year	1302721	AppliedToCurrentYear
Remaining Distri From Corpus	755762	RemainingDistriFromCorpus
Total Corpus	4366448	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	4366448	ExcessDistriCyovToNextYear
Excess From Year4	385413	ExcessFromYear4
Excess From Year3	1273578	ExcessFromYear3
Excess From Year2	1221993	ExcessFromYear2
Excess From Year1	729702	ExcessFromYear1
Excess From Current Year	755762	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	NONE	ContributingManager
Shareholder Manager	NONE	ShareholderManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (50 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Business Name Line2RecipientBusinessName/BusinessNameLine2	Address Line2RecipientUSAddress/AddressLine2
AID TO THE CHURCH IN NEED
PO BOX 220384	BROOKLYN	NY	11222	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$15,000
ALL SAINTS CATHOLIC SCHOOL
299 SOUTH 9TH STREET	BROKEN ARROW	OK	74012	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$17,000	ATTN MS ANN SCALET
ALL SAINTS CATHOLIC SCHOOL
299 SOUTH NINTH STREET	BROKEN ARROW	OK	74012	NONE	501C3	FINAL INSTALLMENT OF A 400,000 GRAN	$100,000	ATTN MS ANN SCALET
AMERICAN RED CROSS - TULSA AREA CHA
10151 E 11TH STREET	TULSA	OK	73104	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$1,000
AMERICAN RED CROSS OF CENTRAL OKLAH
601 NE 6TH ST	OKLAHOMA CITY	OK	73104	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$1,000
AMERICAN RIVERS INC
1101 14TH ST NW	WASHINGTON	DC	20005	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$5,000	ATTN ROBBIN MARKS	SUITE 1400
AMHERST COLLEGE TRUSTEES
PO BOX 5000	AMHERST	MA	010025000	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$1,000	ATTN ANNUAL FUND
ARTS AND HUMANITIES COUNCIL OF TULS
2210 S MAIN	TULSA	OK	74114	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$5,000
BECKET FUND
3000 FK ST NW	WASHINGTON	DC	20007	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$5,000		SUITE 220
BIRTH CHOICE
PO BOX 94533	OKLAHOMA CITY	OK	73143	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$2,000
BISHOP KELLY HIGH SCHOOL
3905 HUDSON AVENUE	TULSA	OK	74135	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$8,000
BONEFISH & TARPON UNLIMITED
24 DOCKSIDE LANE 83	KEY LARGO	FL	33037	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$1,000
BOYS REPUBLIC
1907 BOYS REPUBLIC DRIVE	CHINO HILLS	CA	91709	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$5,000
CATHOLIC CHARITIES - TULSA
PO BOX 580460	TULSA	OK	741580406	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$10,000
CHILDREN'S MEDICAL RESEARCH
1200 CHILDRENS AVE	OKLAHOMA CITY	OK	73104	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$10,000
CHRISTENDOM COLLEGE
2200 W ITHACA ST	BROKEN ARROW	OK	74012	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$5,000
CHURCH OF ST BENEDICT
2200 W ITHICA ST	BROKEN ARROW	OK	74012	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$2,000
COMMUNITIES FOUNDATION OF OKLAHOMA
2932 N W 122ND STREET	OKLAHOMA CITY	OK	73120	NONE	501C3	OK DEPT OF WILDLIFE CONSERVATION	$25,000		SUITE D
COMMUNITIES FOUNDATION OF OKLAHOMA
2932 N W 122ND STREET	OKLAHOMA CITY	OK	73120	NONE	501C3	OK STATE UNIV FOUNDATION	$30,000		SUITE D
COMMUNITIES FOUNDATION OF OKLAHOMA
2932 NW 122ND STREET	OKLAHOMA CITY	OK	73120	NONE	501C3	OU HEALTH SCIENCES CENTER	$1,500,000		STE D
COMMUNITY FOOD BANK OF EASTER OKLAH
1304 N KENOSHA AVE	TULSA	OK	74106	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$10,000	ATTN EILEEN BRADSHAW
CORRAL
3620 KILDAIRE FARM ROAD	CARY	NC	27518	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$5,000	ATTN JOY CURREY
COVENANT HOUSE
346 WEST 17TH STREET	NEW YORK	NY	10011	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$5,000
DIOCESE OF TULSA
PO BOX 32180	TULSA	OK	741690240	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$10,000	ATTN DIOCESEAN DEVELOPMENT
FLORIDA WILDLIFE FEDERATION
P O BOX 6870	TALLAHASSEE	FL	323146870	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$1,000
FOOD FOR THE POOR
6401 LYONS ROAD-DEPT 96	COCONUT CREEK	FL	33073	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$10,000
JUDICIAL WATCH INC
425 THIRD STREET SW	WASHINGTON	DC	20024	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$500	ATTN DIRECTOR OF DEVELOPMENT	SUITE 800
KNIGHTS OF COLUMBUS 6606
1904 S 9TH ST	BROKEN ARROW	OK	74011	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$1,000
NATIONAL COWBOY & WESTERN HERITAGE
1700 NE 63RD STREET	OKLAHOMA CITY	OK	73111	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$1,000
NEIGHBOR FOR NEIGHBOR
300 SW 13TH STREET	OKLAHOMA CITY	OK	73109	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$2,000
NIGHTLIGHT CHRISTIAN ADOPTIONS
801 EAST CHAPMAN AVE	FULLERTON	CA	928313839	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$1,000	ATTN RONALD L STODDART	SUITE 106
NORTH COUNTRY SCHOOL
PO BOX 187	LAKE PLACID	NY	129460129	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$5,000
OKLAHOMA EDUCATIONAL TELEVISION AUT
PO BOX 18424	OKLAHOMA CITY	OK	73154	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$1,000	OETA FOUNDATION
SALVATION ARMY THE
5101 N PENNSYLVANIA AVE	OKLAHOMA CITY	OK	73112	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$5,000
SOCIETY FOR PROPAGATION OF THE FAIT
366 FIFTH AVENUE 12	NEW YORK	NY	10001	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$10,000
ST ANNE'S CATHOLIC CHURCH
301 S 9TH ST	BROKEN ARROW	OK	74012	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$10,000
ST ANNE'S CATHOLIC CHURCH
301 S 9TH ST	BROKEN ARROW	OK	74012	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$2,000
ST GREGORY'S UNIVERSITY
1900 WEST MACARTHUR	SHAWNEE	OK	74804	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$1,000
ST JUDE CHILDREN'S RESEARCH HOSPIT
332 N LAUDERDALE	MEMPHIS	TN	38105	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$1,000
ST MARY MAGDALENE CATHOLIC CHURCH
625 MAGDALA PLACE	APEX	NC	27502	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$5,000	ATTN FATHER DONALS STAIB
ST MICHAEL ACADEMY
228 N FOURTH ST	FERNANDINA BEACH	FL	32034	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$7,500
ST MICHAEL CATHOLIC CHURCH
505 BROOME ST	FERNANDINA BEACH	FL	32034	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$7,500
TEXAS BIGHORN SOCIETY
PO BOX 53145	LUBBOCK	TX	79453	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$5,000	ATTN KATHY BOONE
THOMAS MORE LAW CENTER
PO BOX 393	ANN ARBOR	MI	48106	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$5,000
THOMAS MORE SOCIETY
29 S LA SALLE ST	CHICAGO	IL	60603	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$5,000
TULSA SYMPHONY ORCHESTRA INC
111E 1ST STREET 1	TULSA	OK	74103	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$1,500	ATTN RONALD E PREDL
UNIVERSITY OF ROCHESTER SCHOOL OF N
601 ELMWOOD AVENUE	ROCHESTER	NY	14642	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$1,500
WASHINGTON LEGAL FOUNDATION
2009 MASSACHUSETTS AVENUE	WASHINGTON	DC	20036	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$15,000
WASHINGTON UNIVERSITY IN ST LOUIS
700 ROSEDALE STREET	ST LOUIS	MO	63130	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$1,000	CAMPUS BOX 1004
XAVIER SOCIETY FOR THE BLIND
154 EAST 23 STREET	NEW YORK	NY	10010	NONE	501C3	UNRESTRICTED GIFT FOR OPERATIONS	$1,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	1884500	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$515,261	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	-$317,092	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$198,169	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	198169	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	1	ContributorNumber
Contributor Name Individual	DAVID GRAY	ContributorNameIndividual

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	2932 NW 122ND ST SUITE D	AddressLine1
City	OKLAHOMA CITY	City
State	OK	State
ZIP Code	73120	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	15039	AggregateContributions
Noncash Contribution Type	X	NoncashContributionType

Noncash Property NoncashProperty

Field	Value	IRS element (for citing)
Contributor Number From Part I	1	ContributorNumberFromPartI
Noncash Property Description	PUBLIC SECURITY	NoncashPropertyDescription
Fair Market Value	15039	FairMarketValue
Date Received	2012-12-31	DateReceived

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	INDIRECT ACCOUNTING FEES	Category
Amount	$1,850	Amount
Disbursements Charitable Prps	1850	DisbursementsCharitablePrps

Compensation Explanation CompensationExplanation

Compensation Compensation (7 entries)

GRETCHEN GRAY
DAVID GRAY
ROBERT GRAY
JOSEPH GRAY
LISA WALL
KARI KOSTER
SHERRIE SCHROEDER

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (2 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
CORPORATE STOCKS HELD BY CITIBANK
CORPORATE STOCKS HELD BY GOLDMAN SAC	26382921	26382921

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Field	Value	IRS element (for citing)
Description	DISALLOWED LOSSES	Description
Amount	$5,433	Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Disbursements Charitable PrpsDisbursementsCharitablePrps
EXPENSES
INSURANCE	1196	1196
MEMBERSHIPS	695	695

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Field	Value	IRS element (for citing)
Description	UNREALIZED GAIN(LOSS)	Description
Amount	$2,522,707	Amount

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	INDIRECT OTHER PROFESSIONAL FEES	Category
Amount	$281,273	Amount
Net Investment Income	118398	NetInvestmentIncome
Disbursements Charitable Prps	162875	DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome
ADR & FOREIGN TAXES PAID	$9,295	9295
FEDERAL EXCISE TAX	$108,598

BURTON FOUNDATION INC: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (34 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (7 entries)

Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (2 entries)

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (50 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Contributor Address US ContributorAddressUS

Noncash Property NoncashProperty

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Compensation Explanation CompensationExplanation

Compensation Compensation (7 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (2 entries)

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

Comments