BURDEN FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: BURDEN FOUNDATION (EIN 72-6030712)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-05-13
IRS object ID: 201341339349102064
Schema version: 2012v2.1
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
Form 990-PF
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Legal Fees Schedule
Other Assets Schedule
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-05-13T15:04:18-05:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	720454386	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	L A CHAMPAGNE & CO LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	4911 Bennington Avenue	AddressLine1
City	Baton Rouge	City
State	LA	State
ZIP Code	708083153	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	726030712	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE BURDEN FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	BURD	NameControl
Phone	2259251120	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4911 BENNINGTON AVE	AddressLine1
City	BATON ROUGE	City
State	LA	State
ZIP Code	708083153	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Robert Hawthorne	Name
Title	VP/SECRETARY	Title
Phone	2253823402	Phone
Date Signed	2013-05-03	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Susan S Tham	Name
PTIN	P00356147	PTIN
Phone	2259251120	Phone

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	9122582	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	3365	ContriReceivedRevAndExpnss
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Dividends Rev And Expnss	233698	DividendsRevAndExpnss
Dividends Net Invst Incm	233698	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	172441	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	1191272	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	172441	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	409504	TotalRevenueAndExpenses
Total Net Investment Income	406139	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	0	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	0	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	0	CompOfcrDirTrstDsbrsChrtblPrps
Legal Fees Rev And Expnss	5553	LegalFeesRevAndExpnss
Legal Fees Net Invst Incm	5553	LegalFeesNetInvstIncm
Legal Fees Dsbrs Chrtbl Prps	0	LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss	1776	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	0	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	1776	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	59883	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	59883	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	0	OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss	17187	TaxesRevAndExpnss
Taxes Net Invst Incm	2574	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss	2242	TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm	0	TravConfMeetingNetInvstIncm
Trav Conf Meeting Dsbrs Chrtbl Prps	2242	TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss	2593	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	2593	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	0	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	89234	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	70603	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	4018	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	440000	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	440000	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	529234	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	70603	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	444018	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-119730	ExcessOfRevenueOverExpenses
Net Investment Income	335536	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash EOY	1	CashEOY
Cash EOYFMV	1	CashEOYFMV
Savings And Temp Cash Invst BOY	443398	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	291219	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	291219	SavingsAndTempCashInvstEOYFMV
Accounts Receivable	24861	AccountsReceivable
Accounts Receivable BOY	24303	AccountsReceivableBOY
Accounts Receivable EOY	24861	AccountsReceivableEOY
Accounts Receivable EOYFMV	24861	AccountsReceivableEOYFMV
Prepaid Expenses BOY	3385	PrepaidExpensesBOY
Investments Corp Stock BOY	5060438	InvestmentsCorpStockBOY
Investments Corp Stock EOY	5063250	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	5962991	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	2635135	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	2667598	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	2843510	InvestmentsCorpBondsEOYFMV
Other Assets BOY	1333	OtherAssetsBOY
Other Assets EOY	1333	OtherAssetsEOY
Other Assets EOYFMV	0	OtherAssetsEOYFMV
Total Assets BOY	8167992	TotalAssetsBOY
Total Assets EOY	8048262	TotalAssetsEOY
Total Assets EOYFMV	9122582	TotalAssetsEOYFMV
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	0	CapitalStockBOY
Capital Stock EOY	0	CapitalStockEOY
Paid In Or Capital Surplus BOY	0	PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY	0	PaidInOrCapitalSurplusEOY
Retained Earnings BOY	8167992	RetainedEarningsBOY
Retained Earnings EOY	8048262	RetainedEarningsEOY
Total Net Assets BOY	8167992	TotalNetAssetsBOY
Total Net Assets EOY	8048262	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	8167992	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	8048262	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	8167992	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-119730	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	8048262	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	8048262	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (44 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
AMERICAN CENTURY INFLATION ADJUSTED BOND FUND	P	2011-12-13	2012-05-10	2511	2473	38	38
AMERICAN CENTURY INFLATION ADJUSTED BOND FUND	P	2011-01-01	2012-05-10	263988	222965	41023	41023
AOL TIME WARNER	P	2011-01-01	2012-04-19	13		13	13
LITIGATION PROCEEDS MICRON TECH	P	2011-01-01	2012-12-17	323		323	323
MICRON TECHNOLOGY INC	P	2011-01-01	2012-11-08	57		57	57
SALE OF LAND - STATE OF LA	P	2011-01-01	2012-06-30	29591		29591	29591
SALE OF LAND - STATE OF LA	P	2011-01-01	2012-03-27	6673		6673	6673
BANK OF AMERICA NA	P	2012-01-01	2012-06-12	15342	15224	118	118
HYUNDAI AUTO RECEIVABLES TRUST	P	2011-08-11	2012-03-15	2275	2284	-9	-9
HYUNDAI AUTO RECEIVABLES TRUST	P	2011-08-11	2012-04-16	2981	2994	-13	-13
HYUNDAI AUTO RECEIVABLES TRUST	P	2011-08-11	2012-05-15	2782	2794	-12	-12
HYUNDAI AUTO RECEIVABLES TRUST	P	2011-08-11	2012-06-15	2798	2809	-11	-11
HYUNDAI AUTO RECEIVABLES TRUST	P	2011-08-11	2012-07-16	2824	2835	-11	-11
MORGAN STANELY	P	2012-01-05	2012-09-20	15328	14294	1034	1034
RABOBANK NEDERLAND	P	2012-01-13	2012-01-27	9970	9771	199	199
RIO TINTO FIN USA LTD	P	2011-11-18	2012-08-22	6230	5987	243	243
US TREAS 4.75% 05/15/14	P	2011-02-07	2012-01-26	55178	55344	-166	-166
US TREAS 2% 11/30/13	P	2012-05-16	2012-10-31	66247	66701	-454	-454
US TREAS 2.125% 08/15/21	P	2012-02-02	2012-05-16	51928	51510	418	418
CITIGROUP INC	P	2006-02-03	2012-06-11	5279	4985	294	294
DAIMLERCHRYSLER NA HOLDINGS	P	2008-04-24	2012-01-30	16314	15645	669	669
GOLDMAN SACHS GROUP INC	P	2004-09-07	2012-05-16	25794	25348	446	446
HOUSEHOLD FINANCE CORP	P	2009-04-08	2012-05-15	15000	13350	1650	1650
HYUNDAI AUTO RECEIVABLES TRUST	P	2011-08-11	2012-08-15	2794	2806	-12	-12
HYUNDAI AUTO RECEIVABLES TRUST	P	2011-08-11	2012-09-17	2768	2780	-12	-12
HYUNDAI AUTO RECEIVABLES TRUST	P	2011-08-11	2012-10-16	2468	2478	-10	-10
HYUNDAI AUTO RECEIVABLES TRUST	P	2011-08-11	2012-11-15	2502	2512	-10	-10
HYUNDAI AUTO RECEIVABLES TRUST	P	2011-08-11	2012-12-17	2311	2321	-10	-10
HYUNDAI AUTO RECEIVABLES TRUST	P	2011-08-11	2012-12-31	2230	2239	-9	-9
METLIFE INC	P	2005-06-23	2012-01-31	10684	10182	502	502
MORGAN STANELY	P	2009-10-07	2012-01-05	14810	15064	-254	-254
PITNEY BOWES INC	P	2005-02-08	2012-11-26	5191	5148	43	43
RIO TINTO FIN USA LTD	P	2011-04-18	2012-08-22	2493	2314	179	179
RIO TINTO FIN USA LTD	P	2011-04-18	2012-08-22	3736	3471	265	265
SBC COMMUNICATIONS INC	P	2004-02-04	2012-03-30	10204	10666	-462	-462
TYCO INTERNATIONAL FINAN	P	2011-06-06	2012-07-13	6902	6397	505	505
US TREAS 7.25% 05/15/16	P	2011-01-01	2012-02-02	147788	135624	12164	12164
US TREAS 4.75% 05/15/14	P	2005-05-13	2012-01-26	11036	10460	576	576
US TREAS 4.875% 06/30/12	P	2011-01-01	2012-01-26	56134	59920	-3786	-3786
US TREAS 3.625% 08/15/19	P	2011-01-01	2012-05-16	87463	82830	4633	4633
US TREAS 3.625% 08/15/19	P	2011-01-01	2012-08-03	99832	87755	12077	12077
US TREAS 1.75% 04/15/13	P	2010-11-01	2012-01-26	50973	51648	-675	-675
WELLS FARGO COMPANY	P	2006-11-10	2012-01-30	5364	4903	461	461
Capital Gains Dividends	P			64163		64163	64163

Field	Value	IRS element (for citing)
Capital Gain Net Income	172441	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	419434	QualifyingDistributionsYear1
Noncharitable Assets Year1	9042410	NoncharitableAssetsYear1
Distribution Ratio Year1	0.046385	DistributionRatioYear1
Qualifying Distributions Year2	376771	QualifyingDistributionsYear2
Noncharitable Assets Year2	8519621	NoncharitableAssetsYear2
Distribution Ratio Year2	0.044224	DistributionRatioYear2
Qualifying Distributions Year3	239819	QualifyingDistributionsYear3
Noncharitable Assets Year3	7678778	NoncharitableAssetsYear3
Distribution Ratio Year3	0.031231	DistributionRatioYear3
Qualifying Distributions Year4	254380	QualifyingDistributionsYear4
Noncharitable Assets Year4	8863611	NoncharitableAssetsYear4
Distribution Ratio Year4	0.028699	DistributionRatioYear4
Qualifying Distributions Year5	898704	QualifyingDistributionsYear5
Noncharitable Assets Year5	10071488	NoncharitableAssetsYear5
Distribution Ratio Year5	0.089232	DistributionRatioYear5
Total Distribution Ratio	0.239771	TotalDistributionRatio
Average Distribution Ratio	0.047954	AverageDistributionRatio
Net Noncharitable Assets	9034137	NetNoncharitableAssets
Adjusted Noncharitable Assets	433223	AdjustedNoncharitableAssets
One Percent Net Investment Income	3355	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	436578	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	444018	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	3355	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	3355	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	3355	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	11900	EstTaxPaymentsAndOverpayment
Total Credits And Payments	11900	TotalCreditsAndPayments
Overpayment	8545	Overpayment
Amount Credited To Next Year	3360	AmountCreditedToNextYear
Amount To Be Refunded	5185	AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	1	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	LA	StatesFiledWith
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LA CHAMPAGNE & CO LLP	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	2259251120	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	4911 BENNINGTON AVE	AddressLine1
City	BATON ROUGE	City
State	LA	State
ZIP Code	708083153	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	0	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	0	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (17 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	Address Line2USAddress/AddressLine2
ROBERT A HAWTHORNE
22ND FLOOR ONE AMERICAN PLACE	BATON ROUGE	LA	70825	PRESIDENT	2.00	0	0	0
O MILES POLLARD
460 FLORIDA STREET SUITE 16	BATON ROUGE	LA	70801	VICE PRESIDENT	2.00	0	0	0
FRANCES MONROE
6200 BURDEN DRIVE	BATON ROUGE	LA	70808	SECRETARY	1.00	0	0	0
DR TOM J MEEK
1243 GLASGOW AVENUE	BATON ROUGE	LA	70808	TREASURER	1.00	0	0	0
NANCY JO CRAIG
6820 GOODWOOD AVE	BATON ROUGE	LA	70806	BOARD MEMBER	1.00	0	0	0
JOHN B NOLAND
NOLAND INVESTMENTS BANK ONE	BATON ROUGE	LA	70801	BOARD MEMBER	1.00	0	0	0	CENTRE-NORTH TOWER SUITE 2110 450 L
J HUNTINGTON ODOM
PO BOX 2976	BATON ROUGE	LA	70821	BOARD MEMBER	1.00	0	0	0
SUE TURNER
3 RUE SORBONNE	BATON ROUGE	LA	70808	BOARD MEMBER	1.00	0	0	0
WILLIAM E BERTRAND
570 WALNUT STREET	NEW ORLEANS	LA	70118	BOARD MEMBER	1.00	0	0	0
JULIET M YOUNG
4700 LINE AVENUE SUITE 109	SHREVEPORT	LA	71106	BOARD MEMBER	1.00	0	0	0
BEN KLEINPETER
14 STONES THROW 8655 JEFFERSON	BATON ROUGE	LA	70809	BOARD MEMBER	1.00	0	0	0	HIGHWAY
ANNETTE D BARTON
PO BOX 198	WILSON	LA	70789	BOARD MEMBER	1.00	0	0	0
ANN WILKINSON
3142 NORTH RIVER ROAD	PORT ALLEN	LA	70767	BOARD MEMBER	1.00	0	0	0
CHRISTOPHER L ODINET
116 APPLETON LANE	MADISON	AL	35756	BOARD MEMBER	1.00	0	0	0
DORSEY PEEK
3164 TORRANCE	BATON ROUGE	LA	70809	BOARD MEMBER	1.00	0	0	0
BRANDON PARLANGE
8211 FALSE RIVER ROAD	NEW ROADS	LA	70760	BOARD MEMBER	1.00	0	0	0
J LUTHER JORDAN JR
J LUTHER JORDAN JR	BATON ROUGE	LA	70809	BOARD MEMBER	1.00	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	8604250	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	567463	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	9171713	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	9171713	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	137576	CashDeemedCharitable
Net Noncharitable Assets	9034137	NetNoncharitableAssets
Minimum Investment Return	451707	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	451707	MinimumInvestmentReturn
Tax Based On Investment Income	3355	TaxBasedOnInvestmentIncome
Total Tax	3355	TotalTax
Distributable Amount Before Adj	448352	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	448352	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	448352	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	444018	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	444018	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	3355	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	440663	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	448352	DistributableAmountAsAdjusted
Undistributed Income Prior Year	438918	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Total Excess Distri Carryover	0	TotalExcessDistriCarryover
Qualifying Distributions	444018	QualifyingDistributions
Applied To Year1	438918	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	5100	AppliedToCurrentYear
Remaining Distri From Corpus	0	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	0	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	443252	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	0	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	0	ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
BATON ROUGE AREA FOUNDATION
402 NORTH 4TH ST	BATON ROUGE	LA	708025506	NONE	CHARITABLE ENDOWMENT	$49,402
LOUISIANA NATURE CONSERVANCY
PO BOX 4125	BATON ROUGE	LA	70821	NONE	LANDOWNER REGISTRATION	$10,000
LSU FOUNDATION
3838 W LAKESHORE DR	BATON ROUGE	LA	708084600	NONE	EDUCATION	$380,598

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	440000	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$233,698	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$172,441	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$406,139	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	406139	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	LA CHAMPAGNE & CO, LLP	Category
Amount	$1,776	Amount
Net Investment Income	0	NetInvestmentIncome
Disbursements Charitable Prps	1776	DisbursementsCharitablePrps

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Field	Value	IRS element (for citing)
Name Of Bond	SEE ATTACHED SCHEDULE	NameOfBond
EOY Book Value	2667598	EOYBookValue
EOYFMV	2843510	EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
Name Of Stock	SEE ATTACHED SCHEDULE, ITEM 1	NameOfStock
EOY Book Value	5063250	EOYBookValue
EOYFMV	5962991	EOYFMV

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
KEAN MILLER	$328	328	0
PHELPS DUNBAR	$5,225	5225	0

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	MINERALS	Description
BOY Book Value	1333	BOYBookValue
EOY Book Value	1333	EOYBookValue
EOYFMV	0	EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	INSURANCE	Description
Revenue And Expenses Per Books	2593	RevenueAndExpensesPerBooks
Net Investment Income	2593	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
JP MORGAN FEES	$32,593	32593	0
UBS FINANCIAL	$27,290	27290	0

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
TAX ON INVESTMENT INCOME	$14,613	0	0
FOREIGN TAXES PAID	$2,574	2574	0

BURDEN FOUNDATION: 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 (44 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of Business Name BooksInCareOfBusinessName

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 (17 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 (3 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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees (2 entries)

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

Comments