BETA

BURNHAM FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
BURNHAM FAMILY FOUNDATION (EIN 35-6951044)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-10-30
IRS object ID
202033049349100213
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-10-30T10:51:08-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FRANKEL LOUGHRAN STARR & VALLONEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11475 FRANKLIN AVENUEAddressLine1Txt
CityGARDEN CITYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11530ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN356951044EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BURNHAM FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% R BRADFORD BURNHAM IIIInCareOfNm
Business Name ControlBURNBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line140 FIFTH AVENUE Suite APT 12EAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10011ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonR BRADFORD BURNHAM IIIPersonNm
Person TitlePRESIDENT/TRUSTEEPersonTitleTxt
Phone5168748800PhoneNum
Signature2020-10-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPATTY BOPreparerPersonNm
PTINP00282554PTIN
Phone5168748800PhoneNum
Preparation2020-10-30PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address69.74.233.2IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id13079120203045000000FederalOriginalSubmissionId
Federal Original Submission Id2020-10-30FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdFAB1E1E0B3477A83E4B567945C2F1AB46DEC31E0AtSubmissionCreationDeviceId
At Submission Filing Device Id9122C5CDFD67D3E5F97F85AC23338D4708437377AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$20,778,073FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,533ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$448InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$448InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$408,824DividendsRevAndExpnssAmt
Dividends Net Invst Incm$408,824DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,187,315NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,451,829GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,198,162CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$9,097OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$806OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,610,217TotalRevAndExpnssAmt
Total Net Invst Incm$1,608,240TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$6,300AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$6,300AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$31,727TaxesRevAndExpnssAmt
Taxes Net Invst Incm$13,436TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$130,080OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$129,325OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$755OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$168,107TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$142,761TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,055TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$900,743ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$900,743ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,068,850TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$142,761TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$907,798TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$541,367ExcessRevenueOverExpensesAmt
Net Investment Income$1,465,479NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$62,615CashBOYAmt
Cash EOY$80,181CashEOYAmt
Cash EOYFMV$80,181CashEOYFMVAmt
Corporate Stock BOY$5,592,964CorporateStockBOYAmt
Corporate Stock EOY$6,048,615CorporateStockEOYAmt
Corporate Stock EOYFMV$8,739,210CorporateStockEOYFMVAmt
Other Investments BOY$9,694,400OtherInvestmentsBOYAmt
Other Investments EOY$11,832,237OtherInvestmentsEOYAmt
Other Investments EOYFMV$11,958,682OtherInvestmentsEOYFMVAmt
Other Assets BOY$1,835,178OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$17,185,157TotalAssetsBOYAmt
Total Assets EOY$17,961,033TotalAssetsEOYAmt
Total Assets EOYFMV$20,778,073TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$17,185,157RetainedEarningBOYAmt
Retained Earning EOY$17,961,033RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$17,185,157TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$17,961,033TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$17,185,157TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$17,961,033TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$17,185,157TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$541,367ExcessRevenueOverExpensesAmt
Other Increases$234,509OtherIncreasesAmt
Subtotal$17,961,033SubtotalAmt
Tot Net Ast Or Fund Balances EOY$17,961,033TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDt
FIDELITY - SEE ATTACHED STATEMENTP$190,105$208,320-$7,368-$18,215
FIDELITY - SEE ATTACHED STATEMENTP$1,346,403$1,051,661$294,742$294,742
7,195 SHS - MONGODB INCD$915,321$4,533$910,788$910,7882008-07-112019-10-31
FieldValueIRS element (for citing)
Capital Gain Net Income$1,198,162CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,780,147AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$17,949,223NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.099177DistributionYr1Rt
Adjusted Qlfy Distri Yr2$7,630AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$17,359,586NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.00044DistributionYr2Rt
Adjusted Qlfy Distri Yr3$794,990AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$17,331,591NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.045869DistributionYr3Rt
Adjusted Qlfy Distri Yr4$299,320AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$17,798,988NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.016817DistributionYr4Rt
Adjusted Qlfy Distri Yr5$932,939AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$14,313,221NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.06518DistributionYr5Rt
Total Distribution0.227483TotalDistributionRt
Average Distribution0.045497AverageDistributionRt
Net Vl Noncharitable Assets$19,425,473NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$883,801AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$14,655NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$898,456AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$907,798QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$14,655InvestmentIncomeExciseTaxAmt
Subtotal$14,655SubtotalAmt
Tax Based On Investment Income$14,655TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$18,291EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$8,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$26,291TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$11,636OverpaymentAmt
Applied To ES Tax$11,636AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1R BRADFORD BURNHAM IIIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5168748800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line140 FIFTH AVENUE APT 12EAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10011ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
R BRADFORD BURNHAM III
40 FIFTH AVENUE APT 12ENEW YORKNY10011PRESIDENT/TRUSTEE0.5$0$0$0
MARY BUTTRICK BURNHAM
40 FIFTH AVENUE APT 12ENEW YORKNY10011SECRETARY & TREASURER/TRUSTEE0.5$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$18,594,094AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$214,286AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$912,912FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$19,721,292TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$19,721,292AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$295,819CashDeemedCharitableAmt
Net Vl Noncharitable Assets$19,425,473NetVlNoncharitableAssetsAmt
Minimum Investment Return$971,274MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$971,274MinimumInvestmentReturnAmt
Tax Based On Investment Income$14,655TaxBasedOnInvestmentIncomeAmt
Total Tax$14,655TotalTaxAmt
Distributable Before Adj$956,619DistributableBeforeAdjAmt
Distributable Before Ded$956,619DistributableBeforeDedAmt
Distributable As Adjusted$956,619DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$907,798ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$907,798QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$14,655PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$893,143AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$956,619DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$102,684ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$102,684TotalExcessDistributionCyovAmt
Qualifying Distributions$907,798QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$907,798AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$48,821ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$48,821ExcessDistributionCyovAppCYAmt
Total Corpus$53,863TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$53,863ExcessDistriCyovToNextYrAmt
Excess From Year1$53,863ExcessFromYear1Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerR BRADFORD BURNHAM IIIContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonR BRADFORD BURNHAM IIIRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line140 FIFTH AVENUE APT 12EAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10011ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5168748800RecipientPhoneNum
Form And Info And MaterialsNONEFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1FIDELITY CHARITABLEBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 770001AddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP452770053ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPFRecipientFoundationStatusTxt
Grant Or Contribution PurposeCHARITABLE STOCK CONTRIBUTION 677 SHS OF EQUINIX INC FMV: $376,189 (STOCK QUOTE) BOOK VALUE: $281,697 (PURCHASE PRICE) 13,013 SHS OF US FOODS HLDG CORP FMV: $524,554 (STOCK QUOTE) BOOK VALUE: $395,384 (PURCHASE PRICE)GrantOrContributionPurposeTxt
Amt$900,743Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$900,743TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$448ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$408,824ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,187,315ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionAmt
FEDERAL TAX REFUNDS$8,291
ADVISORY FEE REFUND - PIMCO ALL ASSET ALL AUTH FD$769

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,605,684ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,605,684TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonR BRADFORD BURNHAM IIIContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line140 FIFTH AVENUE 12EAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10011ZIPCd
FieldValueIRS element (for citing)
Total Contributions$4,533TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property7,195 SHS - MONGODB INCNoncashPropertyDesc
Fair Market Value$831,454FairMarketValueAmt
Received2019-10-18ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,300Amt
Disbursements Charitable Prps$6,300DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
IHS MARKIT LTD COM$0$0
AIRBUS SE EUR1 - 3,800 SH$443,577$556,562
ADVANCE AUTO PARTS - 3,209 SH$372,929$513,953
ALPHABET INC - 405 SH$427,641$541,493
CHARTER COMMUNI - 1,323 SH$414,923$641,761
COMCAST CORP - 12,019 SH$406,171$540,494
FACEBOOK INC - 2,370 SH$385,829$486,443
IQVIA HLDGS INC$0$0
LABORATORY CORP - 3,135 SH$495,272$530,348
LOWES COS INC - 4,549 SH$403,817$544,788
MICROSOFT CORP - 3,972 SH$372,137$626,384
SYSCO CORP - 6,204 SH$372,656$530,690
TRANSDIGM GROUP INC - 1,189 SH$366,622$665,840
TWITTER INC - 29,638 SH$3,293$949,898
US FOODS HLDG CORP$0$0
EQUINIX INC - 221 SH$92,061$128,998
UNITEDHEALTH GROUP - 1,620 SH$437,618$476,248
AMAZON INC - 299 SH$530,583$552,504
BOEING CO - 1,390 SH$523,486$452,806

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
PLACEHOLDER FUND I LPAT COST$1,192,861$1,192,861
VANGUARD STAR FD - 99,055 SHAT COST$5,541,836$5,516,373
VANGUARD SCOTTSDALE- 64,784 SHAT COST$5,097,540$5,249,448

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DISTRIBUTION RECEIVABLE -$1,835,178$0$0
DIRECT LENDING INCOME FD LP

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PORT DED. - PLACEHOLDER FD K-1$58,275$58,275
NYS ANNUAL FILING FEES$750$750
INVESTMENT FEES - FIDELITY$71,050$71,050
ADVERTISING FEE$5$5

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
2018 FEDERAL TAX REFUND$8,291
OTHER INCOME - PLACEHOLDER FD K-1$37$37
OTHER INCOME - PIMCO ALL ASSET AUTH FUND$769$769

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (3 entries)

DescDescAmtAmt
ADJUSTMENT TO PROPERTIES DISTRIBUTED TO$223,662
CHARITIES$0
WASH SALE ADJUSTMENT$10,847

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL TAXES$18,291
FOREIGN TAXES$13,436$13,436

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