Return of Private Foundation OMB No
Total Page:16
File Type:pdf, Size:1020Kb
^^O _P^ Return of Private Foundation OMB No. 1545-0052 ):orm or Section 4947( a)(1) Nonexempt Charitable Trust Department of the Treasury Treated as a Private Foundation Internal Revenue Service ' Note : The foundation may be able to use a copy of this return to satisfy state reporting requirements 200 9 Fnr r_asanrfar vaar 2nn9 - nr tax vaar hwninnlne . 2009 , and ending . 20 G Check all that apply. Initial return Initial return of a former public char Final return Hx Amended return Address change Name change Name of foundation A Employer Identification number Use the IRS THE BURCH FAMILY FOUNDATION label C/O ROBERT L BURCH III 13-4144134 Otherwise, Number and street (or P.O box number if mall is not delivered to street address) Room/suite B Telephone numbs, ( Sao page 10 of" Oobmbwn) print 1 ROCKEFELLER PLAZA or type . A JONES CO ( ) - See Spec ific City or town, state, and ZIP code C If exemption application Is . ► Instructions. pending , check here D 1. Foreign organizations, check here , ► NEW YORK, NY 10020 2. Foreign organizations meeting the 85%com test, checkon .here and attach H Check type of organization: X Section 501(cI3 exempt private foundation omputeh n ► Section 4947 (a)( 1 ) nonexem pt charitable trust Other taxable private foundation E If private foun d ation status was termina ted method: Cash Accrual q I Fair market value of all assets at end J Accountin g X L_j under section 507(b)(1)(A), check here . ► q of year (from Part It, col. (c), line Other (specify) - - - - - - - - - - - - - - - - - - - - - - F If the foundation Is In a60-month termination basis.) 16) ► $ 24,345,423. (Part 1, column (d) must be on cash under section 5137(b)(1)(B), check here . ► Analysis of Revenue and Expenses (The (d) Disbursements Revenue and total of amounts in columns (b), (c), and (d) (a) (b) Net investment (c) Adjusted net for charitable necessarily equal the amounts in expenses per income Income purposes may not books column (a) (see page 11 of the instructions).) (cash basis I Contdbutrons ^1as, grants , etc, received (attach schedule) 2,499,377 If the foundafion is not required to 2 Check ► U attach Sch . B . - 3 Interest on savings and temporary cash investments 4 4. 4 Dividends and interest from securities , . 315 , T6- 5 315, 265. Se Gross rents . .. b Net rental income or(oss) d 68 Net gain or (loss) from sale of assets not on line 10 15 7 , 8 2 4 b Gross sales price for all 3,086,090 . -- e a ssets on line Be 7 Capital gain net income (from Part IV, line 2) 8 Net short-term capital gain . 9 Income modifications . _ _ 10 a Gross sales less returns an d allowances . b Less Cost of goods sold c Gross profit or (loss) (attach schedule) , . 11 Other Income (attach schedule) , , , , 39,593 . 29, 447. 12 Total. Add lines 1 throug h 11 2, 696, 415 344, 716. 13 Compensation of officers, directors, trustees, etc. 0 14 Other employee salaries and wages . , . 15 Pension plans, employee benefits . , , . 0 16a Legal fees (attach schedule) . L b Accounting fees (attach schedule)ATCti .4 8,735 . 4, 368. 0. 4,367 c Other professional fees (attach schedule). rni • 17 Interest, ATTACHMENT; , 141, 585 141, 585. 2 6 , 9 91 5 , 65 5 . cn. 18 Taxes (attach schedule) ( see page 14 of the instructions> rn. T 19 Depreciation (attach schedule) and depletion , = _ - - Q 20 Occupancy ... .. .... VIA* a 21 Travel, conferences,• artd^•mt^ting 22 Printing•andtpubllca_tlonsJ c 23 ^Olher expensest^^ ^"-"`1(attach schedu• 1AT, C, H. .7 . 138, 461 138 , 422. expenses. cc 24 Totaloperating and Inistratitl've m . -^ I r t II I G^ 1 C Ad`d ngs_123 th5ough 4 315, 772 290, 030. 0. 4,367 25 Cont butions, glfts;grantspaid - '. 1 , 279 , 775 1 , 279 , 775 ri 26 Total ogeesenddiscsements. Add liner 24 end 25 1, 5 95 r 5 4 7 2 90 , 0 3 0 . 0 . 1, 2 8 4 , 19 2 27 Subtratine26•frorn'One 12: _-_- -= e Excess of revenue over expenses and disbursements , 1, 100, bNet investment Income (if negative, enter -0) 5 4, 686 . ,, c Adjusted net income if negative, enter -0-). -0- _ For Privacy Act and Paperwork Reduction Act Notice , see page 30 of the Instructions. JSA " A'1' C H b Form 990-PF (2009) 4^ 9E14102000FTX311 L161 8/25/2011 9:37:58 AM V 09-9.4 PAGE 9^1 17^ Form 990-PF(2009) 13-4144134 Page 2 Attached schedules and amounts in the Beginning of year End of year Balance Sheets description column should be for end- of-year amounts onl y . (See Instru ctions (a) Book Value (b) Book Value (c) Fair Market Value I Cash - nonLlnterest-bearing .................. 0. 919. 919 2 Savings and temporary cash investments .. 154, 577. 1,242, 375. 1,242,375 _____5_4_1_,_9_0_3_ . 3 Accounts receivable ► 64,261. 541, 903. 541, 903 Less : allowance for doubtful accounts ► _____________ 4 Pledges receivable ____ __ _________ Less : allowance for doubtful accounts ► 6 Grants receivable . 6 Receivables due from officers, directors , trustees , and other disqualified persons (attach schedule ) (see page 16 of the Instructions) 7 Other notes and loans receivable (attach schedule) ► _ _ _ _ _ _ _ _- - _ Less : allowance for doubtful accounts ► y 8 Inventories for sale or use 9 Prepaid expenses and deferred charges . Q 10 8 Investments - U.S. and state government obligations (attach schedule) b Investments - corporate stock (attach schedule) ATCH ,8, 8, 263, 014. 6, 366, 386. 5,232,869 c Investments - corporate bonds (attach schedule) . 11 Investments - land, buildings , ► ., F., -- - .-_ _ c - ----_ _ __ - _-_- - - _ _- _ __ _-_ _ and equipment: basis Less : accumulated depreciation . - T (attach schedu le) ------------------- 12 Investments - mortgage loans . 13 Investments - other (attach schedule) Land buildings and ► 14 -_ _- _ _ _ _ _ _ =F R- - ____ _ - equipment: basis ------------------ Less : accumulated depredation ► (attach sched ule) ---------------- 13, 908, 449. 15, 339, 586. 17,327, 357 15 Other assets (describe ► ATCH _ 9 -_--________ ) 16 Total assets (to be completed by all filers - see the instructions . Also, see page 1 , Item l) , 22, 390, 301. 23, 491, 169. 24,345, 423 17 Accounts payable and accrued expenses , , , _ . , , , , , 18 Grants payable ..... .. .. .. m 19 Deferred revenue , ,,,, , ,,,,,,,,,,,,,,, 20 Loans from officers , directors, trustees , and other disquallfied persons _ -_= - - _= - - ° --.- 21 Mortgages and other notes payable (attach schedule) , , , , 22 Other liabilities (describe ► ___ _ _ _ __ _ ____ ______) -_- 23 Total liabilities (add lines 17 through 22) . _- Foundations that follow SFAS 117, check here ► and complete lines 24 through 26 and lines 30 and 31 . =_==e- __= 'T- 24 Unrestricted .. 25 Temporarily restricted , , , , , , , , , , , , , , , , , , , m 26 Permanently restricted , , , , , , , , , , , , , , , , , , , Foundations that do not follow SFAS 117, U. check here and complete lines 27 through 31 . ► 0 27 Capital stock, trust principal, or current funds , , , , , , , , _-- 28 Pald-In or capital surplus, or land , bldg., and eq uipment fu nd 29 Retained earnings , accumulated Income , endowment, or otherfunds 22,390,301. 2 3 , 4 91 , 16 9 . =_= -=-=-- -= page 17 of the 30 Total net assets or fund balances (see 71 z instructions) 22, 390, 301 23, 4 91, 169 31 Total liabilities and net assets/fund balances (see page 17 = -= - - of the Instructions) . 22, 390, 301. 23, 491, 169. WIM Analysis of Changes In Net Assets or Fund Balances I Total net assets or fund balances at beginning of year - Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year' s return) ,, , , , , , , , , , , , , , , , , , , , , , , , 1 22, 390, 301 2 Enter amount from Part 1, line 27a 2 1, 100, 868 3 Other increases not included in line 2 (itemize) ► _____ 3 4 Add lines 1 , 2, and 3 4 23, 491, 169 6 Decreases not included in line 2 (itemize ) ► _ _ _ _ _ 6 6 Total net assets or fund balances at end of ear line 4 minus line 5 -Part II column b line 30 6 23, 491, 169 Form 990-PF (2009) JSA 9E1420 1 000 FTX311 L161 8/25/2011 9:37:58 AM V 09-9.4 PAGE 2 Form 990 ,PF (2009) 13-4144134 Page 3 Canital Gains and Losses for Tax on Investment Income c) (a) List and describe the kind(s) of property sold (e.g., real estate, acquir ( 4d) Date sold acquired mo day, yr.) 2-story brick warehouse ; or common stock, 200 shs . MLC Co. ) P41umhas. (mo., day, yr.) 7a SEE PART IV SCHEDULE b c d e (f) Depreciation allowed (g) Cost or other basis (h) Gain or (loss) (e) Gross sales price (or allowable) plus expense of sale (e) plus (f) minus (g) a b c d e Com p lete only for assets showing g ain in column h and owned by the foundation on 12/31/69 (I) Gains (Col. (h) gain minus less than -0-) or U) Adjusted basis (k) Excess of col. (I) col . (k), but not (1) F.M.V. as of 12/31/69 as of 12/31169 over col. (j), if any Losses (from col (h)) a b c d e If gain , also enter in Part I, line 7 2 Capital gain net income or ( net capital loss) . , 1 If (loss ), enter-0- in Part I, line 7 } 2 -130,714. 3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6): If gain , also enter in Part I, line 8, column ( c) (see pages 13 and 17 of the instructions).