BURNHAM FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BURNHAM FAMILY FOUNDATION (EIN 35-6951044)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-24
- IRS object ID
- 201712979349100606
- Schema version
- 2016v3.1
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-24T12:29:03-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | % R BRADFORD BURNHAM III | InCareOfNm |
| Business Name Control | BURN | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 FIFTH AVENUE Suite APT 12E | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R BRADFORD BURNHAM III | PersonNm |
| Person Title | PRESIDENT/TRUSTEE | PersonTitleTxt |
| Phone | 5168748800 | PhoneNum |
| Signature | 2017-10-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATTY BO | PreparerPersonNm |
| PTIN | P00282554 | PTIN |
| Phone | 5168748800 | PhoneNum |
| Preparation | 2017-10-19 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.74.233.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 13079120172975000005 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-10-24 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 85F9F53F186796E6C73A3B5D8DEB2EEE9DD1B218 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 85F9F53F186796E6C73A3B5D8DEB2EEE9DD1B218 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,401,188 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $370,543 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $370,543 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $168,497 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $168,497 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $705,754 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,417,398 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $705,754 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$94,587 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$105,595 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,150,207 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,139,199 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,900 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $31,243 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $33,326 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $33,176 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $150 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $70,469 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,176 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,050 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $800,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $800,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $870,469 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,176 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $806,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $279,738 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,106,023 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $174,747 | CashBOYAmt |
| Cash EOY | $151,446 | CashEOYAmt |
| Cash EOYFMV | $151,446 | CashEOYFMVAmt |
| US Government Obligations BOY | $4,902,692 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,258,756 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,258,756 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,106 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,667 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $244,500 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $11,929,662 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,880,539 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,738,367 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,582 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,119 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,119 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $17,020,789 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,300,527 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,401,188 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $17,020,789 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,300,527 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,020,789 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,300,527 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,020,789 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,300,527 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,020,789 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $279,738 | ExcessRevenueOverExpensesAmt |
| Subtotal | $17,300,527 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $17,300,527 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt |
|---|---|---|---|---|---|---|
| UBS A/C#TS 59009 - SEE ATTACHMENT | P | $26,485 | $25,706 | $779 | $779 | |
| UBS A/C#TS 59009 - SEE ATTACHMENT | P | $536,699 | $677,499 | -$140,800 | -$140,800 | |
| 15,000 SHS - TWITTER INC | D | $260,944 | $1,666 | $259,278 | $259,278 | 2016-08-03 |
| 30,000 SHS - ZYNGA INC | D | $87,443 | $1,693 | $85,750 | $85,750 | 2016-08-03 |
| 30,000 SHS - ZYNGA INC | D | $88,343 | $1,693 | $86,650 | $86,650 | 2016-08-04 |
| 30,000 SHS - ZYNGA INC | D | $82,253 | $1,693 | $80,560 | $80,560 | 2016-08-05 |
| 30,000 SHS - ZYNGA INC | D | $82,966 | $1,694 | $81,272 | $81,272 | 2016-08-08 |
| CAPITAL GAIN DIVIDENDS | P | $252,265 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $705,754 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $299,320 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,798,988 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.016817 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $932,939 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,313,221 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06518 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $465,883 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,167,400 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057042 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $269,599 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,154,772 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064889 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,477,500 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.203928 | TotalDistributionRt |
| Average Distribution | 0.040786 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,331,591 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $706,886 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,060 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $717,946 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $806,050 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $11,060 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,060 | SubtotalAmt |
| Tax Based On Investment Income | $11,060 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,243 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $5,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $19,743 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $8,683 | OverpaymentAmt |
| Applied To ES Tax | $8,683 | 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 | false | UnrelatedBusIncmOverLimitInd |
| 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 | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R BRADFORD BURNHAM III | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5168748800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 FIFTH AVENUE APT 12E | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 | ||||||||
| 40 FIFTH AVENUE APT 12E | NEW YORK | NY | 10011 | PRESIDENT/TRUSTEE | 0 | $0 | $0 | $0 |
| MARY BUTTRICK BURNHAM | ||||||||
| 40 FIFTH AVENUE APT 12E | NEW YORK | NY | 10011 | SECRETARY & TREASURER/TRUSTEE | 0 | $0 | $0 | $0 |
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 | $13,668,944 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $194,518 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,732,062 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,595,524 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,595,524 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $263,933 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,331,591 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $866,580 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $866,580 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,060 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,060 | TotalTaxAmt |
| Distributable Before Adj | $855,520 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $855,520 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $855,520 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $806,050 | 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 | $806,050 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $11,060 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $794,990 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $855,520 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $97,498 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $97,498 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $806,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $806,050 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $49,470 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $49,470 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $48,028 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $48,028 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $48,028 | ExcessFromYear2Amt |
| 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 | R BRADFORD BURNHAM III | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 FIFTH AVENUE APT 12E | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5168748800 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VANGUARD CHARITABLE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 55766 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE CASH CONTRIBUTION | GrantOrContributionPurposeTxt |
| Amt | $800,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $800,000 | 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 | $370,543 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $168,497 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $705,754 | 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 (3 entries)
| DescDesc | ExclusionExclusionAmt |
|---|---|
| OTHER INCOME THRU DIRECT LENDING INCOME FUND K-1 | -$28,193 |
| OTHER INCOME THRU CONSERVATIVE CREDIT FUND K-1 | -$77,402 |
| FEDERAL TAX REFUNDS | $11,008 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,150,207 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,150,207 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,900 | Amt |
| Disbursements Charitable Prps | $5,900 | 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 (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ZYNGA INC | $0 | $0 |
| TWITTER INC - 15,000 SHARES | $1,667 | $244,500 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,258,756 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,258,756 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIRECT LENDING INCOME FUND LP | AT COST | $1,563,680 | $1,563,614 |
| CONSERV. CONSUMER CREDIT FD LP | AT COST | $2,301,769 | $2,284,027 |
| FPA CRESENT FUND-99,777.215 SH | AT COST | $3,227,824 | $3,253,735 |
| PIMCO ALL ASSET | AT COST | $0 | $0 |
| DOUBLE LINE - 191,302.846 SH | AT COST | $2,096,746 | $2,031,636 |
| WELLS FARGO & CO - 12,000 SH | AT COST | $300,000 | $300,960 |
| BLACKROCK GLOBAL-112,560.62 SH | AT COST | $2,122,967 | $2,046,352 |
| FIRST EAGLE - 49,954.725 SH | AT COST | $2,717,553 | $2,710,543 |
| CHARLES SCWAB CORP - 10,000 SH | AT COST | $250,000 | $249,900 |
| EATON VANCE - 30,000 SH | AT COST | $300,000 | $297,600 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDEND RECEIVABLE | $3,579 | $8,117 | $8,117 |
| INTEREST RECEIVABLE | $3 | $2 | $2 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| ADVERTISING FEE | $150 | $150 | |
| PORT DED. - CONSERVATIVE K-1 | $20,205 | $20,205 | |
| PORT DED. - DIRECT LENDING K-1 | $12,971 | $12,971 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER INC. - CONSERVATIVE CONSUMER K-1 | -$77,402 | -$77,402 |
| OTHER INC. - DIRECT LENDING INC FD K-1 | -$28,193 | -$28,193 |
| 2014 FEDERAL TAX REFUND | $65 | |
| 2015 FEDERAL TAX REFUND | $10,943 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $31,243 | Amt |
Comments