Civic Intelligence

Burkardt Family Foundation

990PF • Fiscal year 2016 • EIN 20-1310347

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 04, 2017

Organization Profile
72 Great Pond RoadNorth Andover, MA 01845

(978) 686-4454

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

98th percentile

95%

Higher net margin than 98% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

58th percentile

4.3%

Faster asset growth than 58% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

12th percentile

-45%

Faster revenue growth than 12% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$50,303

Up $2,081 (+4.3%) from 2015

Net Assets

Up

$50,303

Up $2,081 (+4.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin98th percentile

Revenue

Down

$2,197

Down $1,796 (-45%) from 2015

Expenses

Down

$116

Down $4,384 (-97%) from 2015

Net Income

Up

$2,081

Up $2,588 (+510%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$80K$60K$40K$20K$0Assets 2011: $73,137Liabilities 2011: $02011Assets 2012: $51,429Liabilities 2012: $02012Assets 2013: $51,591Liabilities 2013: $02013Assets 2014: $48,729Liabilities 2014: $02014Assets 2015: $48,222Liabilities 2015: $0Net Assets 2015: $48,2222015Assets 2016: $50,303Liabilities 2016: $0Net Assets 2016: $50,3032016Assets 2017: $45,641Liabilities 2017: $0Net Assets 2017: $45,6412017Assets 2018: $45,021Liabilities 2018: $0Net Assets 2018: $45,0212018Assets 2019: $43,155Liabilities 2019: $0Net Assets 2019: $43,1552019Assets 2020: $76,470Liabilities 2020: $0Net Assets 2020: $76,4702020Assets 2021: $37,908Liabilities 2021: $0Net Assets 2021: $37,9082021Assets 2022: $42,497Liabilities 2022: $0Net Assets 2022: $42,4972022Assets 2023: $44,786Liabilities 2023: $0Net Assets 2023: $44,7862023Assets 2024: $50,001Liabilities 2024: $0Net Assets 2024: $50,0012024

Highlighted filing

2016

Assets$50,303
Liabilities$0
Net Assets$50,303
Open 2016 Filing

Operations Trend

Revenue Growth12th percentile

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

$100K$50K$0-$50KRevenue 2011: $58,239Expenses 2011: $50,509Net Income 2011: $7,7302011Revenue 2012: $8,397Expenses 2012: $30,105Net Income 2012: -$21,7082012Revenue 2013: $7,263Expenses 2013: $7,101Net Income 2013: $1622013Revenue 2014: $4,266Expenses 2014: $7,128Net Income 2014: -$2,8622014Revenue 2015: $3,993Expenses 2015: $4,500Net Income 2015: -$5072015Revenue 2016: $2,197Expenses 2016: $116Net Income 2016: $2,0812016Revenue 2017: -$1,627Expenses 2017: $3,035Net Income 2017: -$4,6622017Revenue 2018: $2,915Expenses 2018: $3,535Net Income 2018: -$6202018Revenue 2019: $1,343Expenses 2019: $3,209Net Income 2019: -$1,8662019Revenue 2020: $33,350Expenses 2020: $35Net Income 2020: $33,3152020Revenue 2021: $14,545Expenses 2021: $53,107Net Income 2021: -$38,5622021Revenue 2022: $7,825Expenses 2022: $3,236Net Income 2022: $4,5892022Revenue 2023: $6,124Expenses 2023: $3,835Net Income 2023: $2,2892023Revenue 2024: $5,250Expenses 2024: $35Net Income 2024: $5,2152024

Highlighted filing

2016

Revenue$2,197
Expenses$116
Net Income$2,081
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 4, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS M BURKARDTTrustee-$0--
PAMELA H BURKARDTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Burkardt Family Foundation
EIN
20-1310347
Phone
9786864454
Address
72 GREAT POND ROAD, NORTH ANDOVER, MA 01845

Signing Officer

Name
Pamela H Burkardt
Title
Manager
Phone
9786864454
Signed
2017-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Shaheen Pallone & Associates Pc
Address
861 TURNPIKE STREET, NORTH ANDOVER, MA 01845
Preparer
John M Pallone
Phone
9786867200
Raw XML Appendix279 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt049724
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0LOOMIS SAYLES STRATEGIC INCOME FUND CLASS A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt045243
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt02081
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02081
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02081
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0116
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02081
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02081
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02081
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02081
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0116
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0116
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02081
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02197
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0116
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02081
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt050303
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt048222
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt050303
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02143
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02143
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02143
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02185
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt042
IRS990PF/DistributableAmountGrp/TotalTaxAmt042
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt0150
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0108
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt042
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0108
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt042
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt042
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0150
IRS990PF/FMVAssetsEOYAmt045822
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt047643
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt049724
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt045243
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt048222
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt050303
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0579
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0579
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0579
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt048222
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt050303
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt045822
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt048222
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt050303
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt048222
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt050303
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt044364
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0579
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt043785
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0665
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02185
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt043699
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt044364
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THOMAS M BURKARDT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PAMELA H BURKARDT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02231 OCEAN BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt172 GREAT POND ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0RYE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NORTH ANDOVER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd003870
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd101845
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt011786
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt011807
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt03000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt06000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt06900
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt030000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt050391
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.269704
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.062586
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.111099
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.129122
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.428156
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.617559
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt021
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt043699
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt047934
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt054006
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt053438
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt070068
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt081597
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.348522
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PAMELA H BURKARDT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt072 GREAT POND ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NORTH ANDOVER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd001845
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09786864454
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0THOMAS M BURKARDT
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1PAMELA H BURKARDT
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02143
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02143
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0684
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03383
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04321
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt026663
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt046381
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02143
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt044238
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt035051
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0684
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03383
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04321
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt026663
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt079289
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt081432
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt081
TaxesSchedule/TaxesDetail/Amt135
TaxesSchedule/TaxesDetail/CategoryTxt0990PF
TaxesSchedule/TaxesDetail/CategoryTxt1MA FORM PC
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAMELA H BURKARDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum09786864454
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BURKARDT FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BURK
ReturnHeader/Filer/EIN0201310347
ReturnHeader/Filer/PhoneNum09786864454
ReturnHeader/Filer/USAddress/AddressLine1Txt072 GREAT POND ROAD
ReturnHeader/Filer/USAddress/CityNm0NORTH ANDOVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001845
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId058AF2F1C91D9631027E096196C2E2C9981DECB62
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId058AF2F1C91D9631027E096196C2E2C9981DECB62
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0155.212.11.95
ReturnHeader/FilingSecurityInformation/IPDt02017-11-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:56:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043173778
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHAHEEN PALLONE & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0861 TURNPIKE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTH ANDOVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001845
ReturnHeader/PreparerPersonGrp/PhoneNum09786867200
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN M PALLONE
ReturnHeader/ReturnTs02017-11-10T09:19:02-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,303
Liabilities
$0
Net assets
$50,303
Revenue
$2,197
Expenses
$116
Net income
$2,081
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$50.0$0.00$50.0$5.25$0.04$5.22
2023Detailed filing. Detailed filing data is available for this year.$44.8$0.00$44.8$6.12$3.84$2.29
2022Detailed filing. Detailed filing data is available for this year.$42.5$0.00$42.5$7.83$3.24$4.59
2021Detailed filing. Detailed filing data is available for this year.$37.9$0.00$37.9$14.5$53.1$38.6
2020Detailed filing. Detailed filing data is available for this year.$76.5$0.00$76.5$33.4$0.04$33.3
2019Detailed filing. Detailed filing data is available for this year.$43.2$0.00$43.2$1.34$3.21$1.87
2018Detailed filing. Detailed filing data is available for this year.$45.0$0.00$45.0$2.92$3.54$0.62
2017Detailed filing. Detailed filing data is available for this year.$45.6$0.00$45.6$1.63$3.04$4.66
2016Detailed filing. Detailed filing data is available for this year.$50.3$0.00$50.3$2.20$0.12$2.08
2015Detailed filing. Detailed filing data is available for this year.$48.2$0.00$48.2$3.99$4.50$0.51
2014Summary only. Only limited summary data is available for this year.$48.7$0.00$4.27$7.13$2.86
2013Summary only. Only limited summary data is available for this year.$51.6$0.00$7.26$7.10$0.16
2012Summary only. Only limited summary data is available for this year.$51.4$0.00$8.40$30.1$21.7
2011Summary only. Only limited summary data is available for this year.$73.1$0.00$58.2$50.5$7.73