BURNHAM FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BURNHAM FAMILY FOUNDATION (EIN 35-6951044)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349102646
- Schema version
- 2024v5.2
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T10:28:33-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | % Foundation Source | InCareOfNm |
| Business Name Control | BURN | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY BUTTRICK BURNHAM | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-10-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $83,747,700 | 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 | $15,273,756 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16,585 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,585 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,165,522 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,165,522 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,633,020 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,023,680 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,525,020 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $58,538 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $29,667 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $25,147,421 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,736,794 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $166,042 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $166,042 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $26,459 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $26,459 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,517 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,517 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,845 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,845 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $104,211 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $104,211 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $56,236 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,697 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $2,432 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,432 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $171,348 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $80,519 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $90,928 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $542,090 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $190,427 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $301,223 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,322,108 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,322,108 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,864,198 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $190,427 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,623,331 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $22,283,223 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,546,367 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $436,083 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $441,716 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $441,716 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $6,211,132 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $19,045,788 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $19,193,366 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $37,372,723 | CorporateStockBOYAmt |
| Corporate Stock EOY | $47,075,320 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $49,020,241 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $7,783,546 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,515,011 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,092,377 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $51,803,484 | TotalAssetsBOYAmt |
| Total Assets EOY | $75,077,835 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $83,747,700 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $51,803,484 | RetainedEarningBOYAmt |
| Retained Earning EOY | $75,077,835 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $51,803,484 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $75,077,835 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $51,803,484 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $75,077,835 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $51,803,484 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $22,283,223 | ExcessRevenueOverExpensesAmt |
| Other Increases | $991,128 | OtherIncreasesAmt |
| Subtotal | $75,077,835 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $75,077,835 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $25,023,680 | $11,208,050 | $13,815,630 | $13,815,630 |
| Passthrough K1 Capital Gain/(Loss) | $709,390 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,525,020 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $216,095 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $216,095 | SubtotalAmt |
| Tax Based On Investment Income | $216,095 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $54,197 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $163,400 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $217,597 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,502 | OverpaymentAmt |
| Applied To ES Tax | $1,502 | 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 | 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 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| Mary Buttrick Burnham | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| R Bradford Burnham III | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SOFIA GARCELON | PersonNm |
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) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $166,042 | CompensationAmt |
| Employee Benefits | $13,452 | EmployeeBenefitsAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Fidelity | |||||
| 1261 Post Road | FAIRFIELD | CT | 06824 | Investment Mgmt | $97,616 |
| Foundation Source | |||||
| 55 Walls Drive Suite 302 | Fairfield | CT | 06824 | Administrative | $78,628 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $58,573,370 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $622,221 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $11,471,211 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $70,666,802 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $70,666,802 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,060,002 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $69,606,800 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,480,340 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,480,340 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $216,095 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,090 | IncomeTaxAmt |
| Total Tax | $218,185 | TotalTaxAmt |
| Distributable Before Adj | $3,262,155 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,262,155 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,262,155 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,623,331 | 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 | $2,623,331 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,262,155 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,442,980 | UndistributedIncomePYAmt |
| Qualifying Distributions | $2,623,331 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,442,980 | AppliedToYear1Amt |
| Applied To Current Year | $1,180,351 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $2,081,804 | 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 | Mary Buttrick Burnham | ContributingManagerNm |
| Contributing Manager | R Bradford Burnham III | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN ACADEMY IN ROME | |||||||
| 535 WEST 22ND ST | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $50,000 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | |||||||
| 125 BROAD ST 18TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted (see general explanation) | $49,533 |
| ARCHITECTURAL LEAGUE OF NEW YORK | |||||||
| 594 BROADWAY RM 607 | NEW YORK | NY | 10012 | N/A | PC | General & Unrestricted (see general explanation) | $100,907 |
| BILLION OYSTER PROJECT | |||||||
| 10 SOUTH ST SLIP 7 | NEW YORK | NY | 10004 | N/A | PC | Mitigation Bank Development Fund (see general explanation) | $155,499 |
| BILLION OYSTER PROJECT | |||||||
| 10 SOUTH ST SLIP 7 | NEW YORK | NY | 10004 | N/A | PC | Scholarship Fund; General & Unrestricted (see general explanation) | $40,505 |
| CAMBIAR EDUCATION | |||||||
| 4653 CARMEL MOUNT RD STE 308-97 | SAN DIEGO | CA | 92130 | N/A | PC | FBO Magpie Literacy for ROAR Integration Work | $50,000 |
| CARY INSTITUTE OF ECOSYSTEM STUDIES INC | |||||||
| 2801 SHARON TPKE | MILLBROOK | NY | 12545 | N/A | PC | Catalyst Fund and Data Visualization Fund (see general explanation) | $24,842 |
| CHINATI FOUNDATION | |||||||
| PO BOX 1135 | MARFA | TX | 79843 | N/A | PC | Artist in Residence Program | $10,000 |
| DYSLEXIA ALLIANCE FOR BLACK CHILDREN | |||||||
| 131 ELM ST | NEW ROCHELLE | NY | 10805 | N/A | PC | General & Unrestricted (see general explanation) | $10,304 |
| EARTHJUSTICE | |||||||
| PO BOX 194330 | SAN FRANCISCO | CA | 94119 | N/A | PC | General & Unrestricted (see general explanation) | $74,154 |
| ECHOING GREEN INC | |||||||
| 462 7TH AVE 13TH FL | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted (see general explanation) | $24,842 |
| EL EDUCATION INC | |||||||
| 247 WEST 35TH ST 8TH FLOOR | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted (see general explanation) | $24,842 |
| ELECTRONIC FRONTIER FOUNDATION INC | |||||||
| 815 EDDY ST | SAN FRANCISCO | CA | 94109 | N/A | PC | General & Unrestricted (see general explanation) | $49,533 |
| ENVIRONMENTAL ADVOCATES NY INC | |||||||
| 353 HAMILTON ST | ALBANY | NY | 12210 | N/A | PC | General & Unrestricted (see general explanation) | $24,842 |
| FARMLINK PROJECT | |||||||
| 3680 WILSHIRE BLVD STE P04 PMB 1590 | LOS ANGELES | CA | 90010 | N/A | PC | General & Unrestricted (see general explanation) | $24,767 |
| FFWD | |||||||
| 1002A OREILLY AVE | SAN FRANCISCO | CA | 94129 | N/A | PC | General & Unrestricted (see general explanation) | $24,842 |
| FIGHT FOR THE FUTURE EDUCATION FUND | |||||||
| 68 HARRISON AVE STE 605 | BOSTON | MA | 02111 | N/A | PC | General & Unrestricted | $35,000 |
| FREE AND FAIR LITIGATION GROUP INC | |||||||
| 266 W 37TH ST 20TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted (see general explanation) | $73,931 |
| FUND FOR PUBLIC SCHOOLS INC | |||||||
| 52 CHAMBERS ST ROOM 305 | NEW YORK | NY | 10007 | N/A | PC | NYC Public Schools Educator and Student Programming at the Arts Hub - Studio Artist Stipends and Fund for Public Schools' Administrative Fee | $25,000 |
| GLYNWOOD CENTER INC | |||||||
| PO BOX 157 362 GLYNWOOD RD | COLD SPRINGS | NY | 10516 | N/A | PC | General & Unrestricted (see general explanation) | $10,011 |
| HENRY L FERGUSON MUSEUM | |||||||
| PO BOX 554 | FISHERS ISLAND | NY | 06390 | N/A | PC | General & unrestricted; Seagrass coalition | $25,000 |
| LEARNING THROUGH AN EXPANDED ARTS PROGRAM INC | |||||||
| 535 8TH AVE SUITE 1100 | NEW YORK | NY | 10018 | N/A | PC | Exploring Creative Futures | $25,000 |
| LIGHTHOUSE WORKS INC | |||||||
| 1070 MONTAUK AVE 385 | FISHERS ISLAND | NY | 06390 | N/A | PC | General & Unrestricted (see general explanation) | $120,804 |
| LIGHTHOUSE WORKS INC | |||||||
| 1070 MONTAUK AVE 385 | FISHERS ISLAND | NY | 06390 | N/A | PC | Hoffort House Maintenance Reserve Fund (see general explanation) | $155,499 |
| LITERACY INC | |||||||
| PO BOX 206 | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted (see general explanation) | $25,227 |
| NATURAL AREAS CONSERVANCY INC | |||||||
| 1234 FIFTH AVE | NEW YORK | NY | 10029 | N/A | PC | Wetland Mitigation (see general explanation) | $60,402 |
| NEW CITY PARKS INC | |||||||
| 71 W 23RD ST STE 903 | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $200,000 |
| NEW PROFIT INC | |||||||
| 99 BEDFORD ST STE 500 | BOSTON | MA | 02111 | N/A | PC | General & Unrestricted (see general explanation) | $24,842 |
| NEW STORY INC | |||||||
| 199 ARMOUR DR NE STE A | ATLANTA | GA | 30324 | N/A | PC | General & Unrestricted (see general explanation) | $98,697 |
| NEW VISIONS FOR PUBLIC SCHOOLS INC | |||||||
| 205 E 42ND ST 4TH FL | NEW YORK | NY | 10017 | N/A | PC | Literacy Academy Collective Fund | $50,000 |
| NEWTOWN CREEK ALLIANCE INCORPORATED | |||||||
| 520 KINGSLAND AVE 3RD FL | BROOKLYN | NY | 11222 | N/A | PC | General & Unrestricted | $15,000 |
| OPEN SPACE INSTITUTE LAND TRUST INC | |||||||
| 1370 BROADWAY 5TH FL | NEW YORK | NY | 10018 | N/A | SO I | Conservation Capital Program (see general explanation) | $25,227 |
| RIVERKEEPER INC | |||||||
| 20 SECOR RD | OSSINING | NY | 10562 | N/A | PC | SWIM Coalition (see general explanation) | $8,157 |
| SAVE THE SOUND INC | |||||||
| 127 CHURCH ST 2ND FL | NEW HAVEN | CT | 06510 | N/A | PC | Water Quality Monitoring (see general explanation) | $20,022 |
| SURE WE CAN INC | |||||||
| 219 MCKIBBEN ST | BROOKLYN | NY | 11206 | N/A | PC | General & Unrestricted | $20,000 |
| TEACHING LAB | |||||||
| 1802 VERNON ST NW | WASHINGTON | DC | 20009 | N/A | PC | Teacher Professional Development in connection with NYC Reads (see general explanation) | $98,697 |
| TEACHING MATTERS INC | |||||||
| 475 RIVERSIDE DR STE 1600 | NEW YORK | NY | 10115 | N/A | PC | Teacher Professional Development in connection with NYC Reads (see general explanation) | $98,996 |
| THE ACADEMY IN MANAYUNK INC | |||||||
| 1200 RIVER RD | CONSHOHOCKEN | PA | 19428 | N/A | PC | AIM Institute for Learning & Research in New York City Public Schools - Brooklyn/Brownsville - Expand AIM pathways licenses & implementation of science coaching and fidelity tools | $50,000 |
| THE LITTLE ORCHESTRA SOCIETY- ORPHEON INC | |||||||
| PO BOX 321945 | NEW YORK | NY | 10032 | N/A | PC | General & Unrestricted | $15,000 |
| THE NATURE CONSERVANCY | |||||||
| 250 LAWRENCE HILL RD | COLD SPRING HARBOR | NY | 11724 | N/A | PC | Shellfish Growers Climate Coalition; Long Island Sound Program; Wildlife Mitigation | $42,500 |
| THE NEW YORK COMMUNITY TRUST | |||||||
| 909 3RD AVE 22ND FL | NEW YORK | NY | 10022 | N/A | PC | Long Island Sound Stewardship Fund (see general explanation) | $20,022 |
| THE NEW YORK PUBLIC LIBRARY ASTOR LENOX AND TILDEN | |||||||
| 270 MADISON AVE 12TH FL | NEW YORK | NY | 10016 | N/A | PC | Early Literacy | $10,000 |
| TRUST FOR PUBLIC LAND | |||||||
| 666 BROADWAY 9TH FL | NEW YORK | NY | 10012 | N/A | PC | NYC Community Schoolyards | $100,000 |
| WALSH PARK BENEVOLENT CORPORATION | |||||||
| PO BOX 684 | FISHERS ISLE | NY | 06390 | N/A | PC | Maintenance Fund | $100,000 |
| WIKIMEDIA ENDOWMENT | |||||||
| 1 SANSOME ST STE 1895 | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted (see general explanation) | $29,662 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,322,108 | 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 | $16,585 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,165,522 | 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 | $8,633,020 | 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 | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | $28,127 | 14 | $29,667 |
| Federal Tax Refund | 01 | $744 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $28,127 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,845,538 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,873,665 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Burnham III R Bradford | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $15,273,756 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | COINBASE GLOBAL COIN, 47320 sh. | NoncashPropertyDesc |
| Fair Market Value | $15,273,756 | FairMarketValueAmt |
| Received | 2024-11-20 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Tax Return Preparation/Review | $2,325 | $2,325 |
| BOOKKEEPING | $3,520 | $3,520 |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| IN-KIND GRANTS | PART I LINE 25 AND PART XIV LINE 3A | DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING FMV OF SECURITIES: AVERAGE OF HIGH/LOW ON DATE GRANTED TO CHARITY METHOD OF DETERMINING BOOK VALUE OF SECURITIES: COST OR AVERAGE OF HIGH/LOW ON DATE CONTRIBUTED TO FOUNDATION TOTAL FAIR MARKET VALUE OF PROPERTY: $1,499,608 TOTAL BOOK VALUE OF PROPERTY: $508,480 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $1,499,608 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $991,128 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: MONGODB INC CL A UNITS: 67 DATE OF DISTRIBUTION: 05/13/2024 GRANT RECIPIENT: CARY INSTITUTE OF ECOSYSTEM STUDIES INC FMV OF PROPERTY: $24,842 BOOK VALUE OF PROPERTY: $42 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $24,842 DESCRIPTION OF PROPERTY: MONGODB INC CL A UNITS: 29 DATE OF DISTRIBUTION: 05/13/2024 GRANT RECIPIENT: DYSLEXIA ALLIANCE FOR BLACK CHILDREN FMV OF PROPERTY: $10,304 BOOK VALUE OF PROPERTY: $10,650 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $10,304 DESCRIPTION OF PROPERTY: MONGODB INC CL A UNITS: 67 DATE OF DISTRIBUTION: 05/13/2024 GRANT RECIPIENT: ECHOING GREEN INC FMV OF PROPERTY: $24,842 BOOK VALUE OF PROPERTY: $42 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $24,842 DESCRIPTION OF PROPERTY: MONGODB INC CL A UNITS: 67 DATE OF DISTRIBUTION: 05/13/2024 GRANT RECIPIENT: EL EDUCATION INC FMV OF PROPERTY: $24,842 BOOK VALUE OF PROPERTY: $42 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $24,842 DESCRIPTION OF PROPERTY: MONGODB INC CL A UNITS: 67 DATE OF DISTRIBUTION: 05/13/2024 GRANT RECIPIENT: ENVIRONMENTAL ADVOCATES NY INC FMV OF PROPERTY: $24,842 BOOK VALUE OF PROPERTY: $42 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $24,842 DESCRIPTION OF PROPERTY: MONGODB INC CL A UNITS: 67 DATE OF DISTRIBUTION: 05/13/2024 GRANT RECIPIENT: FARMLINK PROJECT FMV OF PROPERTY: $24,767 BOOK VALUE OF PROPERTY: $42 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $24,767 DESCRIPTION OF PROPERTY: MONGODB INC CL A UNITS: 67 DATE OF DISTRIBUTION: 05/13/2024 GRANT RECIPIENT: FFWD FMV OF PROPERTY: $24,842 BOOK VALUE OF PROPERTY: $42 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $24,842 DESCRIPTION OF PROPERTY: MONGODB INC CL A UNITS: 200 DATE OF DISTRIBUTION: 05/13/2024 GRANT RECIPIENT: FREE AND FAIR LITIGATION GROUP INC FMV OF PROPERTY: $73,931 BOOK VALUE OF PROPERTY: $126 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $73,931 DESCRIPTION OF PROPERTY: MONGODB INC CL A UNITS: 71 DATE OF DISTRIBUTION: 05/13/2024 GRANT RECIPIENT: LITERACY INC. FMV OF PROPERTY: $25,227 BOOK VALUE OF PROPERTY: $26,073 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $25,227 DESCRIPTION OF PROPERTY: MONGODB INC CL A UNITS: 170 DATE OF DISTRIBUTION: 05/13/2024 GRANT RECIPIENT: NATURAL AREAS CONSERVANCY INC FMV OF PROPERTY: $60,402 BOOK VALUE OF PROPERTY: $62,428 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $60,402 DESCRIPTION OF PROPERTY: MONGODB INC CL A UNITS: 67 DATE OF DISTRIBUTION: 05/13/2024 GRANT RECIPIENT: NEW PROFIT INC FMV OF PROPERTY: $24,842 BOOK VALUE OF PROPERTY: $24,605 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $24,842 DESCRIPTION OF PROPERTY: MONGODB INC CL A UNITS: 267 DATE OF DISTRIBUTION: 05/13/2024 GRANT RECIPIENT: NEW STORY INC FMV OF PROPERTY: $98,697 BOOK VALUE OF PROPERTY: $168 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $98,697 DESCRIPTION OF PROPERTY: MONGODB INC CL A UNITS: 71 DATE OF DISTRIBUTION: 05/13/2024 GRANT RECIPIENT: OPEN SPACE INSTITUTE LAND TRUST INC FMV OF PROPERTY: $25,227 BOOK VALUE OF PROPERTY: $26,074 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $25,227 DESCRIPTION OF PROPERTY: MONGODB INC CL A UNITS: 22 DATE OF DISTRIBUTION: 05/13/2024 GRANT RECIPIENT: RIVERKEEPER INC FMV OF PROPERTY: $8,157 BOOK VALUE OF PROPERTY: $14 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $8,157 |
| IN-KIND GRANTS | PART I LINE 25 AND PART XIV LINE 3A | DESCRIPTION OF PROPERTY: MONGODB INC CL A UNITS: 54 DATE OF DISTRIBUTION: 05/13/2024 GRANT RECIPIENT: SAVE THE SOUND INC FMV OF PROPERTY: $20,022 BOOK VALUE OF PROPERTY: $34 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $20,022 DESCRIPTION OF PROPERTY: MONGODB INC CL A UNITS: 80 DATE OF DISTRIBUTION: 05/13/2024 GRANT RECIPIENT: WIKIMEDIA ENDOWMENT FMV OF PROPERTY: $29,662 BOOK VALUE OF PROPERTY: $50 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $29,662 DESCRIPTION OF PROPERTY: MONGODB INC CL A UNITS: 134 DATE OF DISTRIBUTION: 05/14/2024 GRANT RECIPIENT: AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC FMV OF PROPERTY: $49,533 BOOK VALUE OF PROPERTY: $49,207 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $49,533 DESCRIPTION OF PROPERTY: MONGODB INC CL A UNITS: 284 DATE OF DISTRIBUTION: 05/14/2024 GRANT RECIPIENT: ARCHITECTURAL LEAGUE OF NEW YORK FMV OF PROPERTY: $100,907 BOOK VALUE OF PROPERTY: $69,831 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $100,907 DESCRIPTION OF PROPERTY: MONGODB INC CL A UNITS: 114 DATE OF DISTRIBUTION: 05/14/2024 GRANT RECIPIENT: BILLION OYSTER PROJECT FMV OF PROPERTY: $40,505 BOOK VALUE OF PROPERTY: $41,863 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $40,505 DESCRIPTION OF PROPERTY: MONGODB INC CL A UNITS: 200 DATE OF DISTRIBUTION: 05/14/2024 GRANT RECIPIENT: EARTHJUSTICE FMV OF PROPERTY: $74,154 BOOK VALUE OF PROPERTY: $126 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $74,154 DESCRIPTION OF PROPERTY: MONGODB INC CL A UNITS: 134 DATE OF DISTRIBUTION: 05/14/2024 GRANT RECIPIENT: ELECTRONIC FRONTIER FOUNDATION INC FMV OF PROPERTY: $49,533 BOOK VALUE OF PROPERTY: $84 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $49,533 DESCRIPTION OF PROPERTY: MONGODB INC CL A UNITS: 27 DATE OF DISTRIBUTION: 05/14/2024 GRANT RECIPIENT: GLYNWOOD CENTER INC FMV OF PROPERTY: $10,011 BOOK VALUE OF PROPERTY: $17 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $10,011 DESCRIPTION OF PROPERTY: MONGODB INC CL A UNITS: 340 DATE OF DISTRIBUTION: 05/14/2024 GRANT RECIPIENT: LIGHTHOUSE WORKS INC FMV OF PROPERTY: $120,804 BOOK VALUE OF PROPERTY: $214 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $120,804 DESCRIPTION OF PROPERTY: MONGODB INC CL A UNITS: 267 DATE OF DISTRIBUTION: 05/14/2024 GRANT RECIPIENT: TEACHING LAB FMV OF PROPERTY: $98,697 BOOK VALUE OF PROPERTY: $98,048 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $98,697 DESCRIPTION OF PROPERTY: MONGODB INC CL A UNITS: 267 DATE OF DISTRIBUTION: 05/14/2024 GRANT RECIPIENT: TEACHING MATTERS INC FMV OF PROPERTY: $98,996 BOOK VALUE OF PROPERTY: $98,049 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $98,996 DESCRIPTION OF PROPERTY: MONGODB INC CL A UNITS: 54 DATE OF DISTRIBUTION: 05/14/2024 GRANT RECIPIENT: THE NEW YORK COMMUNITY TRUST FMV OF PROPERTY: $20,022 BOOK VALUE OF PROPERTY: $34 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $20,022 DESCRIPTION OF PROPERTY: COINBASE GLOBAL UNITS: 642 DATE OF DISTRIBUTION: 07/22/2024 GRANT RECIPIENT: BILLION OYSTER PROJECT FMV OF PROPERTY: $155,499 BOOK VALUE OF PROPERTY: $266 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $155,499 DESCRIPTION OF PROPERTY: COINBASE GLOBAL UNITS: 642 DATE OF DISTRIBUTION: 07/22/2024 GRANT RECIPIENT: LIGHTHOUSE WORKS INC FMV OF PROPERTY: $155,499 BOOK VALUE OF PROPERTY: $266 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $155,499 |
| FORM 990-PF | FORM 990-PF | One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIRBUS GROUP SE | $713,518 | $1,098,909 |
| ALPHABET INC CL C | $254,405 | $836,603 |
| AMAZON COM | $525,327 | $1,225,074 |
| APOLLO GLOBAL MANAGEMENT, INC | $572,711 | $607,293 |
| CHARLES SCHWAB CORP | $861,760 | $951,917 |
| COINBASE GLOBAL | $9,378,254 | $7,214,356 |
| LOWES COMPANIES INC | $151,048 | $415,364 |
| META PLATFORMS INC | $586,093 | $601,904 |
| MICROSOFT CORP | $281,010 | $966,500 |
| MONGODB INC CL A | $4,520,845 | $2,866,124 |
| MOODYS CORP | $695,211 | $849,699 |
| S&P GLOBAL INC COM | $567,767 | $810,295 |
| SAFRAN S.A. ORD SHS | $710,513 | $965,272 |
| SPDR PORTFOLIO SHORT TERM CORP | $6,305,258 | $6,108,878 |
| STARBUCKS CORP COM | $344,534 | $322,478 |
| UBER | $601,400 | $582,390 |
| UNITEDHEALTH GROUP INC | $638,963 | $889,808 |
| VANGUARD SHORT TERM CORPORATE | $6,531,605 | $6,216,539 |
| VANGUARD TOTAL INTERNATIONAL S | $4,842,827 | $5,101,334 |
| VANGUARD TOTAL STOCK MARKET ET | $7,253,874 | $9,246,387 |
| VISA INC | $738,397 | $1,143,117 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $19,045,788 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $19,193,366 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARCH VENTURES FUND XI | $676,602 | $925,828 |
| BITCOIN | $163,562 | $2,004,222 |
| CNK FUND III-B LP | $1,076,938 | $1,942,780 |
| EMINENCE PARTNERS LONG LP | $3,027,674 | $3,278,235 |
| ETHEREUM | $126,001 | $1,616,944 |
| PLACEHOLDER FUND I LP | $1,180,108 | $2,633,275 |
| SHERIDAN SQUARE FUND II LP | $2,264,126 | $2,691,093 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $9,517 | LegalFeesAmt |
| Disbursements Charitable Prps | $9,517 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $78,628 | $78,628 | |
| Digital Subscriptions | $2,389 | $2,389 | |
| Foundation Dues & Memberships | $850 | $850 | |
| Indemnification Insurance | $1,975 | $1,975 | |
| CYBER LIABILITY INSURANCE | $2,119 | $2,119 | |
| K-1 Exp ARCH VENTURES FUND XI | $10,890 | $10,890 | |
| K-1 Exp CNK FUND III-B LP | $3,660 | $3,660 | |
| K-1 Exp EMINENCE PARTNERS LONG | $1,236 | $1,236 | |
| K-1 Exp PLACEHOLDER FUND I LP | $33,381 | $33,381 | |
| K-1 Exp SHERIDAN SQUARE FUND I | $30,738 | $30,738 | |
| BANK CHARGE | $99 | $99 | $99 |
| Office Supplies | $460 | $460 | |
| Payroll Processing Fees | $691 | $691 | |
| Postage/Delivery Service | $582 | $582 | |
| State or Local Filing Fees | $1,670 | $1,670 | |
| Training & Professional Develo | $1,515 | $1,000 | $515 |
| Website Hosting/Support | $465 | $465 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss ARCH VENTURES FUND XI | $1,459 | $1,459 |
| K-1 Inc/Loss CNK FUND III-B LP | $32,749 | $4,622 |
| K-1 Inc/Loss EMINENCE PARTNERS LONG LP | -$33,289 | -$33,289 |
| K-1 Inc/Loss SHERIDAN SQUARE FUND II LP | $56,875 | $56,875 |
| Federal Tax Refund | $744 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTS OF PUBLICLY-TRADED SECURITIES | Desc |
| Amt | $991,128 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $104,211 | Amt |
| Net Investment Income | $104,211 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2024 | $36,600 | |
| 990-PF Extension for 2023 | $12,300 | |
| 990-T Extension for 2023 | $800 | |
| Foreign Tax Paid | $5,697 | $5,697 |
| State Income Tax 2023 | $839 |