Henry a Burnham Charitable Foundation Udt Dated February 24 2

990PF • Fiscal year 2020 • EIN 47-1982751

Jan 01, 2020 to Dec 31, 2020 • Filed on May 14, 2021

Organization Profile

46 Lovisa StreetFitchburg, MA 01420

(978) 534-4095

Siviq Scores

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

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

-262%

Higher net margin than 3% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

$10,000

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 11.5% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

-7.2%

Faster asset growth than 12% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

-14%

Faster revenue growth than 31% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets30th percentile

Assets

Down

$2,918,513

Down $227,234 (-7.2%) from 2019

Net Assets

Down

$2,918,513

Down $227,234 (-7.2%) from 2019

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / Revenue30th percentile Net Margin3rd percentile

Revenue

Down

$86,708

Down $14,451 (-14%) from 2019

Expenses

Down

$313,850

Down $149,743 (-32%) from 2019

Net Income

-$227,142

Up $135,292 (+37%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

Highlighted filing

2020

Assets$2,918,513

Liabilities$1

Net Assets$2,918,513

Open 2020 Filing

Operations Trend

Revenue Growth31st percentile

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

Highlighted filing

2020

Revenue$86,708

Expenses$313,850

Net Income-$227,142

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2020 to Dec 31, 2020
Signed: May 14, 2021
Return Version: 2020v4.0

Compensation and Service Providers

Top Officer Pay49th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
KENNETH W CARON	Trustee	-	$10,000	-	$10,000
DAVID BRASSARD	Trustee	-	$10,000	-	$10,000

Filing and Contact Details

Filer

Filer Name: Henry a Burnham Charitable Foundation
EIN: 47-1982751
Phone: 9785344095
Address: 46 LOVISA STREET, FITCHBURG, MA 01420

Signing Officer

Name: Kenneth Caron
Title: Trustee
Signed: 2021-05-14

Raw XML Appendix267 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.

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AccountingFeesSchedule/AccountingFeesDetail/Amt	1	100
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	TAX ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	1	TAX FEE
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	500
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	1	100
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	600
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt	0	18000
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	250000
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	92622
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-227142
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	469555
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	5383
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	5383
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	-11297
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	40859
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt	0	4104
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt	0	36917
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	41021
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	2229
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	2229
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	256704
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	57146
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	313850
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	98005
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	86708
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	6704
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	57146
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	63850
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	-11232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	-65
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	VAR FIRST FINANCIAL L/T
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2020-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2020-07-27
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IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt	0	-65
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-227142
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	92
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	2918605
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	3145747
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	2918513
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	234953
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	234953
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	234953
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	235521
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	568
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	568
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	232
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	568
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	232
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	800
IRS990PF/FMVAssetsEOYAmt	0	4833052
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	3145747
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	2918513
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	3983
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	2953
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt	0	150628
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	3145747
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IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	4782147
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	51955
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	4730192
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	71732
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IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	235521
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	4710415
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	4782147
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	2.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	10000
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	DAVID BRASSARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	01420
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	256704
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	256704
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	THE SHRINERS HOSPITAL FOR CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	TAMPA
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	234953
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	234953
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	15187
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	36938
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	21751
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	15187
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	256704
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	21751
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	36938
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	15187
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	92
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	ADJUST RETURN OF CAPITAL DIV AND AMORTIZATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	1	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	38
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	40983
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	ADR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	1	4104
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	38
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	36879
TaxesSchedule/TaxesDetail/Amt	0	530
TaxesSchedule/TaxesDetail/Amt	1	1699
TaxesSchedule/TaxesDetail/CategoryTxt	0	EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN TAX 1119
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	530
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	1699
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd	0	FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	KENNETH CARON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	HENRY A BURNHAM CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	HENR
ReturnHeader/Filer/EIN	0	471982751
ReturnHeader/Filer/PhoneNum	0	9785344095
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	46 LOVISA STREET
ReturnHeader/Filer/USAddress/CityNm	0	FITCHBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MA
ReturnHeader/Filer/USAddress/ZIPCd	0	01420
ReturnHeader/ReturnTs	0	2021-05-14T07:33:18-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	KENNETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	CARON
ReturnHeader/TaxPeriodBeginDt	0	2020-01-01
ReturnHeader/TaxPeriodEndDt	0	2020-12-31
ReturnHeader/TaxYr	0	2020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $2,918,513
Liabilities: $1
Net assets: $2,918,513
Revenue: $86,708
Expenses: $313,850
Net income: -$227,142

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$2.20	$0.00	$2.20	$0.21	$0.32	$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.31	$0.00	$2.31	$0.09	$0.32	$0.23
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.54	$0.00	$2.54	$0.09	$0.32	$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.77	$0.00	$2.77	$0.12	$0.27	$0.15
2020Detailed filing. Detailed filing data is available for this year.	$2.92	$0.00	$2.92	$0.09	$0.31	$0.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.15	$0.00	$3.15	$0.10	$0.46	$0.36
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.51	$0.00	$3.51	$0.10	$0.21	$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.62	$0.00	$3.62	$0.14	$0.26	$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.74	$0.00	$3.74	$0.09	$0.24	$0.15
2015Detailed filing. Detailed filing data is available for this year.	$3.89	$0.00	$3.89	$3.94	$0.05	$3.89