2024-11-14T13:13:59-08:00 2023-12-31 Steve Shook CPA 3508 Far West Blvd Suite 115 Austin TX 78731 990PF 2023-01-01 205811009 The Burt Family Foundation BURT 5122435533 212 Bella Cima Dr Austin TX 78734 Gregory L Burt President 2024-11-14 true true Steve Shook CPA P01056097 5124811936 X 2023 2024-10-15 13:58:12Z X 132283 X 200003 1 1 1 7637 7637 7637 3497 522561 3497 2517 211138 11135 10155 9247 8897 350 31 9278 8897 350 540000 540000 549278 8897 540350 -338140 2238 10155 16930 699 699 450044 128166 130128 16300 16300 1487 1456 1456 468461 130321 132283 0 X 468461 130321 468461 130321 468461 130321 468461 -338140 130321 130321 45,829 Lord Abbett Ultra Short P 2022-12-20 2023-12-19 452561 450044 2517 2517 7,043 Lord Abbett Ultra Short P 2022-12-06 2023-12-19 70000 69020 980 980 3497 2517 31 31 31 1487 1487 1456 1456 false false false false false false false true true TX true false false false false true www.burtfamilyfoundation.org Gregory L Burt 5122435533 212 Bella Cima Dr Austin TX 78734 false false false false false false false false false false false false false false false false false false false false false false Gregory L Burt 212 Bella Cima Dr Austin TX 78734 President 1.00 0 Donna S Burt 212 Bella Cima Dr Austin TX 78734 Vice President 1.00 0 Wesley A Burt 818 Center St Austin TX 78704 Director 1.00 0 Matthew D Burt 2133 Westfalian Trail Austin TX 78732 Director 1.00 0 NONE NONE 300372 1693 0 302065 0 302065 4531 297534 14877 14877 31 31 14846 14846 14846 540350 540350 14846 19211 7719 199978 933678 166734 1327320 540350 0 14846 525504 1852824 0 19211 1833613 7719 199978 933678 166734 525504 Gregory L Burt Donna S Burt X Equation Collaborative Corp 1633 Linda Sue Ln Encinitas CA 92024 None PC Funds to identify and secure food sources to share with families, and engage non-profits in support of community 540000 540000 14 1 14 7637 18 3497 11135 11135 false false false false false false false false false false X X 1 Gregory L and Donna Burt CN 212 Bella Cima Dr Austin TX 78734 200003 X 1 20,121 sh LUBYX Ultra Short Bond Fund (public stk) 200003 2023-12-14 Lord Abbett Ultra Short Bd (45,829) 128166 130128 Miscellaneous 16300 16300 Excise tax receivable 1487 1456 1456 Investment Advisory fees 8297 8297 0 0 Tax preparation fees 950 600 0 350 Federal excise tax 31