BURNHAM FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BURNHAM FAMILY FOUNDATION (EIN 35-6951044)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202323179349103452
- Schema version
- 2022v5.0
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T15:04:34-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKEL LOUGHRAN STARR & VALLONE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1475 FRANKLIN AVENUE | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356951044 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURNHAM FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SOFIA J GARCELON | InCareOfNm |
| Business Name Control | BURN | BusinessNameControlTxt |
| Phone | 5168748800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 855 | AddressLine1Txt |
| City | OLD LYME | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06371 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SOFIA J GARCELON | PersonNm |
| Person Title | executive director | PersonTitleTxt |
| Phone | 5168748800 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SOFIA J | PersonFirstNm |
| Person Last | GARCELON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATTY BO | PreparerPersonNm |
| PTIN | P00282554 | PTIN |
| Phone | 5168748800 | PhoneNum |
| Preparation | 2023-11-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $49,530,347 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $155,337 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $23,282 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23,282 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $644,890 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $644,890 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,728,809 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,911,867 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,728,809 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$37,270 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$72,061 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,515,048 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,324,920 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $150,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $28,445 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $28,445 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $36,195 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $36,195 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,500 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $34 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $34 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $353,098 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19,712 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,262 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,262 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $223,160 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $197,195 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,643 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $793,694 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $216,941 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $80,045 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,795,744 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,795,744 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,589,438 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $216,941 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,875,789 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $925,610 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,107,979 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $521,695 | CashBOYAmt |
| Cash EOY | $1,357,488 | CashEOYAmt |
| Cash EOYFMV | $1,357,488 | CashEOYFMVAmt |
| Corporate Stock BOY | $6,322,122 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,797,137 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,425,596 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $37,094,115 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $35,647,110 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $34,747,263 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $43,937,932 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,801,735 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,530,347 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $43,937,932 | RetainedEarningBOYAmt |
| Retained Earning EOY | $44,801,735 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $43,937,932 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $44,801,735 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $43,937,932 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $44,801,735 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $43,937,932 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $925,610 | ExcessRevenueOverExpensesAmt |
| Subtotal | $44,863,542 | SubtotalAmt |
| Other Decreases | $61,807 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $44,801,735 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| SEE ATTACHED - ST FIDELITY #6318 | $7,944,667 | $8,216,618 | -$271,951 | -$271,951 |
| SEE ATTACHED - LT FIDELITY #6318 | $5,795,491 | $5,278,585 | $516,906 | $516,906 |
| SEE ATTACHED - ST PASSTHROUGH ACTIVITY | -$624,028 | |||
| SEE ATTACHED - LT PASSTHROUGH ACTIVITY | -$54,873 | |||
| SEE ATTACHED - FIDELITY #6318 TWITTER SHS | $4,171,709 | $8,954 | $4,162,755 | $4,162,755 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,728,809 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $57,101 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $57,101 | SubtotalAmt |
| Tax Based On Investment Income | $57,101 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $72,791 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $8,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $80,791 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $23,690 | OverpaymentAmt |
| Applied To ES Tax | $23,690 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOFIA J GARCELON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6312524145 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 855 | AddressLine1Txt |
| City | OLD LYME | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06371 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| R BRADFORD BURNHAM III | ||||||||
| C/O PO BOX 855 | OLD LYME | CT | 06371 | PRESIDENT/TRUSTEE | 0.5 | $0 | $0 | $0 |
| MARY BUTTRICK BURNHAM | ||||||||
| C/O PO BOX 855 | OLD LYME | CT | 06371 | SECRETARY & TREASURER/TRUSTEE | 0.5 | $0 | $0 | $0 |
| SOFIA GARCELON | ||||||||
| PO BOX 855 | OLD LYME | CT | 06371 | EXECUTIVE DIRECTOR | 40.0 | $150,000 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOFIA GARCELON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 855 | AddressLine1Txt |
| City | OLD LYME | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06371 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MANAGER SERVICES | ServiceTypeTxt |
| Compensation | $150,000 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $40,289,995 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $761,477 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $11,810,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $52,861,472 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $52,861,472 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $792,922 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $52,068,550 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,603,428 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,603,428 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $57,101 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $57,101 | TotalTaxAmt |
| Distributable Before Adj | $2,546,327 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,546,327 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,546,327 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,875,789 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,875,789 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,546,327 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,391,305 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,875,789 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,391,305 | AppliedToYear1Amt |
| Applied To Current Year | $484,484 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $2,061,843 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | R BRADFORD BURNHAM III | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SOFIA GARCELON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 855 | AddressLine1Txt |
| City | OLD LYME | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06371 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6312524145 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY CHARITABLE | |||||||
| PO BOX 770001 | CINCINNATI | OH | 452770053 | ADVISORY PRIVILEGES | PC | CHARITABLE CONTRIBUTION | $1,001,851 |
| FIDELITY CHARITABLE | |||||||
| PO BOX 770001 | CINCINNATI | OH | 452770053 | ADVISORY PRIVILEGES | PC | CHARITABLE CONTRIBUTION | $300,000 |
| FIDELITY CHARITABLE | |||||||
| PO BOX 770001 | CINCINNATI | OH | 452770053 | ADVISORY PRIVILEGES | PC | CHARITABLE CONTRIBUTION | $186,303 |
| FIDELITY CHARITABLE | |||||||
| PO BOX 770001 | CINCINNATI | OH | 452770053 | ADVISORY PRIVILEGES | PC | CHARITABLE CONTRIBUTION | $501,126 |
| FIDELITY CHARITABLE | |||||||
| PO BOX 770001 | CINCINNATI | OH | 452770053 | ADVISORY PRIVILEGES | PC | CHARITABLE CONTRIBUTION | $806,464 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,795,744 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,282 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $644,890 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,728,809 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionAmt |
|---|---|
| FEDERAL TAX REFUNDS | $34,791 |
| THROUGH PARTNERSHIPS | -$72,061 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,359,711 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,359,711 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (10 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| R BRADFORD BURNHAM III | ||||||
| 1 | C/O PO BOX 855 | OLD LYME | CT | 06371 | $5,794 | Yes (X) |
| R BRADFORD BURNHAM III | ||||||
| 2 | C/O PO BOX 855 | OLD LYME | CT | 06371 | $37,758 | Yes (X) |
| R BRADFORD BURNHAM III | ||||||
| 3 | C/O PO BOX 855 | OLD LYME | CT | 06371 | $12,581 | Yes (X) |
| R BRADFORD BURNHAM III | ||||||
| 4 | C/O PO BOX 855 | OLD LYME | CT | 06371 | $11,786 | Yes (X) |
| R BRADFORD BURNHAM III | ||||||
| 5 | C/O PO BOX 855 | OLY LYME | CT | 06371 | $1 | Yes (X) |
| R BRADFORD BURNHAM III | ||||||
| 6 | C/O PO BOX 855 | OLD LYME | CT | 06371 | $13,076 | Yes (X) |
| R BRADFORD BURNHAM III | ||||||
| 7 | C/O PO BOX 855 | OLD LYME | CT | 06371 | $30,618 | Yes (X) |
| R BRADFORD BURNHAM III | ||||||
| 8 | C/O PO BOX 855 | OLD LYME | CT | 06371 | $7,098 | Yes (X) |
| R BRADFORD BURNHAM III | ||||||
| 9 | C/O PO BOX 855 | OLD LYME | CT | 06371 | $5,774 | Yes (X) |
| R BRADFORD BURNHAM III | ||||||
| 10 | C/O PO BOX 855 | OLD LYME | CT | 06371 | $30,851 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (10 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 52,145 SHS TWITTER @ $51.71 | $2,696,418 | 2022-10-19 |
| 2 | 1,300 SHS OF LABORATORY CORP AMER HLDGS COM | $253,026 | 2022-12-16 |
| 3 | 373 SHS OF FIRST REPUBLIC BANK SAN FRANSICO | $44,952 | 2022-12-16 |
| 4 | 566 SHS OF HEICO CORP NEW COM | $85,817 | 2022-12-16 |
| 5 | 33,428 SHS OF LENDINGCLUB CORP COM NEW | $300,351 | 2022-12-16 |
| 6 | 1,449 SHS OF ROLLINS INC | $53,287 | 2022-12-16 |
| 7 | 700 SHS OF ROPER TECHNOLOGIES INC | $296,982 | 2022-12-16 |
| 8 | 126 SHS OF SHERWIN-WILLIAMS CO | $30,369 | 2022-12-16 |
| 9 | 140 SHS OF TRANSDIGM GROUP INC | $85,000 | 2022-12-16 |
| 10 | 943 SHS OF WATERS CORP | $319,389 | 2022-12-16 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $36,195 | Amt |
| Disbursements Charitable Prps | $36,195 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SAFRAN SA EUR | $0 | $0 |
| AIRBUS SE EUR1 - 8,677 SHS | $922,643 | $1,028,104 |
| ADVANCE AUTO PARTS - 2,714 SHS | $315,404 | $399,039 |
| ALPHABET INC - 7,671 SHS | $425,373 | $680,648 |
| CHARTER COMMUNI - 2,280 SHS | $770,719 | $773,148 |
| COMCAST CORP | $0 | $0 |
| FACEBOOK INC | $0 | $0 |
| LOWES COS INC - 3,085 SHS | $274,699 | $614,655 |
| MICROSOFT CORP - 3,177 SHS | $363,831 | $761,908 |
| SYSCO CORP | $0 | $0 |
| TWITTER INC | $0 | $0 |
| MONGODB INC - 8,057 SHS | $5,076 | $1,585,940 |
| UNITEDHEALTH GROUP - 1,451 SHS | $409,888 | $769,291 |
| AMAZON INC - 5,740 SHS | $509,288 | $482,160 |
| VISA INC - 3,541 SHS | $717,274 | $735,678 |
| COINBASE GLOBAL INC-25,841 SHS | $4,954 | $914,513 |
| SCHWAB CHARLES CORP- 9,209 SHS | $684,619 | $766,741 |
| LABORATORY CORP - 1,300 SHS | $37,758 | $306,124 |
| ANALOG DEVICE INC COM- 3,205 | $543,696 | $525,716 |
| CANADIAN PACIFIC RAIL - 9,076 | $675,409 | $676,979 |
| FIRST REPUBLIC BANK SF - 373 | $12,581 | $45,465 |
| HEICO CORP NEW COM - 566 SHS | $11,786 | $86,960 |
| LENDINGCLUB CORP - 33,428 SHS | $1 | $294,166 |
| ROLLINS INC - 1,449 SHS | $13,076 | $52,946 |
| ROPER TECHNOLOGIES - 700 SHS | $30,618 | $302,463 |
| S&P GLOBAL INC COM - 1,497 SHS | $507,708 | $501,405 |
| SCHLUMBERGER LTD - 12,728 SHS | $517,013 | $680,439 |
| SCHERWIN-WILLIAMS CO - 126 SHS | $7,098 | $29,904 |
| TRANSDIGM GROUP INC - 140 SHS | $5,774 | $88,151 |
| WATERS CORP - 943 SHS | $30,851 | $323,053 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PLACEHOLDER FUND I LP | AT COST | $1,109,962 | $2,501,666 |
| VANGUARD TOTAL IN - 86,566 SHS | AT COST | $4,842,827 | $4,477,194 |
| VANGUARD SCOTTS - 79,689 SHS | AT COST | $6,531,604 | $5,991,816 |
| VANGUARD IDX FUND - 31,905 SHS | AT COST | $7,253,874 | $6,099,917 |
| EMINENCE PARTNERS LONG LP | $2,586,509 | $2,347,887 | |
| ARCH VENTURES FUND IX LP | $513,022 | $764,531 | |
| SHERIDAN SQUAR FUND II LP | $2,502,809 | $2,124,356 | |
| CNK FUND III-B LP | $907,424 | $852,829 | |
| COINBASE PRIME A/C - 470.4 ETH | $81,688 | $562,639 | |
| US TREASURY BILL DUE 1/31/2023 | $3,012,133 | $3,013,750 | |
| SPDR PORTFOLIO ST- 204,584 SHS | $6,305,258 | $6,010,678 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $28,445 | LegalFeesAmt |
| Disbursements Charitable Prps | $28,445 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST VS FMV DIFF - STOCK DONATED | Desc |
| Amt | $61,807 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PAYROLL TAXES | $13,322 | ||
| OFFICE EXPENSES | $6,445 | $6,445 | |
| INVESTMENT FEES | $126,186 | $126,186 | |
| OTHER PORTFOLIO DEDUCTIONS | $71,009 | $71,009 | |
| INSURANCE | $1,950 | $1,950 | |
| WEBHOST AND DOMAIN | $959 | $959 | |
| EVENTS AND WEBNINARS | $580 | $580 | |
| MEAL AND ENTERTAINMENT | $119 | $119 | |
| NYS FILING FEE | $2,250 | $2,250 | |
| ADVERTISEMENT EXPENSE | $340 | $340 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 2021 FEDERAL TAX REFUND | $34,791 | |
| THROUGH PARTNERSHIPS | -$72,061 | -$72,061 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL OPA | $34,791 | |
| FOREIGN TAXES | $19,712 | $19,712 |
| FEDERAL | $298,595 |
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