Civic Intelligence

Charles E Burchfield Foundation Inc C/O Blair & Roach LLP

990PF • Fiscal year 2016 • EIN 16-6073522

Jan 01, 2016 to Dec 31, 2016 • Filed on May 01, 2017

2645 Sheridan DrTonawanda, NY 14150

(716) 834-9181

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

10th percentile

-68%

Higher net margin than 10% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

45th percentile

$7,000

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 8.7% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

35th percentile

-2.2%

Faster asset growth than 35% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

12th percentile

-37%

Faster revenue growth than 12% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$2,484,660

Down $54,674 (-2.2%) from 2015

Net Assets

Down

$2,484,660

Down $54,674 (-2.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$80,765

Down $47,106 (-37%) from 2015

Expenses

Up

$135,439

Up $103,744 (+327%) from 2015

Net Income

Down

-$54,674

Down $150,850 (-157%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2010: $2,432,603Liabilities 2010: $0Net Assets 2010: $2,432,6032010Assets 2011: $2,529,532Liabilities 2011: $0Net Assets 2011: $2,529,5322011Assets 2012: $2,482,062Liabilities 2012: $12012Assets 2013: $2,379,289Liabilities 2013: $0Net Assets 2013: $2,379,2892013Assets 2014: $2,443,158Liabilities 2014: $0Net Assets 2014: $2,443,1582014Assets 2015: $2,539,334Liabilities 2015: $0Net Assets 2015: $2,539,3342015Assets 2016: $2,484,660Liabilities 2016: $0Net Assets 2016: $2,484,6602016Assets 2017: $2,429,636Liabilities 2017: $0Net Assets 2017: $2,429,6362017Assets 2018: $2,430,945Liabilities 2018: $0Net Assets 2018: $2,430,9452018Assets 2019: $2,405,231Liabilities 2019: $0Net Assets 2019: $2,405,2312019Assets 2020: $2,392,234Liabilities 2020: $0Net Assets 2020: $2,392,2342020Assets 2021: $2,563,333Liabilities 2021: $0Net Assets 2021: $2,563,3332021Assets 2022: $2,492,373Liabilities 2022: $0Net Assets 2022: $2,492,3732022Assets 2023: $2,567,861Liabilities 2023: $0Net Assets 2023: $2,567,8612023Assets 2024: $2,520,824Liabilities 2024: $0Net Assets 2024: $2,520,8242024

Highlighted filing

2016

Assets$2,484,660
Liabilities$0
Net Assets$2,484,660

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KExpenses 2010: $197,6402010Expenses 2011: $135,5692011Revenue 2012: $73,919Expenses 2012: $119,525Net Income 2012: -$45,6062012Revenue 2013: $148,619Expenses 2013: $251,392Net Income 2013: -$102,7732013Revenue 2014: $96,776Expenses 2014: $32,907Net Income 2014: $63,8692014Revenue 2015: $127,871Expenses 2015: $31,695Net Income 2015: $96,1762015Revenue 2016: $80,765Expenses 2016: $135,439Net Income 2016: -$54,6742016Revenue 2017: $66,222Expenses 2017: $121,246Net Income 2017: -$55,0242017Revenue 2018: $127,210Expenses 2018: $125,901Net Income 2018: $1,3092018Revenue 2019: $98,763Expenses 2019: $124,477Net Income 2019: -$25,7142019Revenue 2020: $138,568Expenses 2020: $151,565Net Income 2020: -$12,9972020Revenue 2021: $359,708Expenses 2021: $188,609Net Income 2021: $171,0992021Revenue 2022: $108,928Expenses 2022: $179,888Net Income 2022: -$70,9602022Revenue 2023: $284,856Expenses 2023: $209,368Net Income 2023: $75,4882023Revenue 2024: $181,093Expenses 2024: $228,125Net Income 2024: -$47,0322024

Highlighted filing

2016

Revenue$80,765
Expenses$135,439
Net Income-$54,674
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 1, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES M BURCHFIELDPres & Director-$7,000-$7,000
VIOLET P BURCHFIELDTreas & Director-$5,000-$5,000
NANCY BURCHFIELD CLARKDirector-$4,000-$4,000
LAURA J BURCHFIELDVP & Director-$4,000-$4,000
Filing and Contact Details

Filer

Filer Name
Charles E Burchfield Foundation Inc
EIN
16-6073522
Phone
7168349181
Address
2645 SHERIDAN DR, TONAWANDA, NY 14150

Signing Officer

Name
James M Burchfield
Title
Pres & Director
Phone
7168349181
Signed
2017-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Bechtel & Wasinger Cpas Pllc
Address
5350 MAIN ST, WILLIAMSVILLE, NY 14221
Preparer
Joanne L Wasinger
Phone
7162048366
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-9599
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-6511
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-1289
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-153
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-4114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-58
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-67
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt030000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt115000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt25000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt35000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt48705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt54353
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt625000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt711650
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt85144
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9181
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10176
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01,200 MAIDEN HLDGS 8.25%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1600 ML PFD CAP TR V 7.28%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2200 ML PFD CAP TR V 7.28%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3200 ML PFD CAP TR V 7.28%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41,100 NEUBERGER BERMAN MLP INC FND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5550 NEUBERGER BERMAN MLP INC FND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61,000 PARTNERRE LTD 7.25% SER E
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7466 QWEST CORP 7.5%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8650 NEUBERGER BERMAN MLP INC FND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc922.871 NEUBERGER BERMAN MLP INC FND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1029.781 NEUBERGER BERMAN MLP INC FND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-17240
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-4239
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-54674
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02484660
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02539334
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02484660
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0115655
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0115655
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0115655
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0116329
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0674
IRS990PF/DistributableAmountGrp/TotalTaxAmt0674
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt020
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0674
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0674
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0674
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0694
IRS990PF/FMVAssetsEOYAmt02422975
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt04
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0426368
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0376355
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0357490
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0190706
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0175850
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0178758
IRS990PF/Form990PFBalanceSheetsGrp/InventoriesBOYAmt01157241
IRS990PF/Form990PFBalanceSheetsGrp/InventoriesEOYAmt01148841
IRS990PF/Form990PFBalanceSheetsGrp/InventoriesEOYFMVAmt01148841
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0618427
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0619804
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0574080
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02539334
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02484660
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0146591
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0163806
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0163806
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02539334
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02484660
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02422975
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02539334
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02484660
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02539334
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02484660
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02362008
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt073523
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01135444
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt035430
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01153041
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0116329
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02326578
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02362008
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt07000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt15000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt24000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt34000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES M BURCHFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1VIOLET P BURCHFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2NANCY BURCHFIELD CLARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3LAURA J BURCHFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES & DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREAS & DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VP & DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt037 SCHYLER DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt137 SCHYLER DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt215 BREAKERS ISLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt337 SCHYLER DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0POUGHKEEPSIE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1POUGHKEEPSIE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2DANA POINT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3POUGHKEEPSIE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd012603
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd112603
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd292629
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd312603
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt098600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt099274
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt022273
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt023817
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0236667
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0107816
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0120767
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.042380
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.009476
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.009945
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.097691
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.043946
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.050842
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0674
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02326578
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02350380
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02394985
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02422617
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02453373
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02375347
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0125162
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.211900
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0124488
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0125162
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0674
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0125162
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt14
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt210
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt311A
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INTEREST IS USED TO OFFSET GENERAL OPERATING EXPENSES
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1INVEST INCOME IS USED TO OFFSET GENERAL OPERATING EXPENSES
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2INVEST INCOME IS USED TO OFFSET GENERAL OPERATING EXPENSES SOLE SOURCE OF THE FOUNDATION'S REVENUE IS FROM THE SALE OF CHARLES E BURCHFIELD ART. SALES OF PAINTINGS ARE FROM BASIC INVENTORY AND SUBSEQUENT ACQUISITIONS. RECEIPTS OF SALES AND CORPUS ARE EXPENDED FOR QUALIFYING DISTRIBUTIONS OR ARE HELD FOR SUCH ULTIMATE PURPOSE.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt3MISC RECOVERED EXPENSE USED TO OFFSET GENL OPER EXPENSES
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.18$0.23$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.28$0.21$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.11$0.18$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.36$0.19$0.17
2020Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.14$0.15$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.10$0.12$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.13$0.13$0.00
2017Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.07$0.12$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.08$0.14$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.13$0.03$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.10$0.03$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.15$0.25$0.10
2012Summary only. Only limited summary data is available for this year.$2.48$0.00$0.07$0.12$0.05
2011Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.14
2010Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.20