Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE BURNHAM FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1100 MARKET STREET 424
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAN DIEGO, CA92101
A Employer identification number

95-3565278
B Telephone number (see instructions)

(858) 223-1608
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$6,040,051J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,894 1,894  
4 Dividends and interest from securities... 72,785 72,414  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,251,636
b Gross sales price for all assets on line 6a 3,763,182
7 Capital gain net income (from Part IV, line 2)... 3,251,636
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 3,326,315 3,325,944  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
62,258 62,258   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
33,711 33,711   0
17 Interest............... 153,396 153,396   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
23,658 194   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
801 607   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 273,824 250,166   0
25 Contributions, gifts, grants paid....... 1,015,705 467,243
26 Total expenses and disbursements. Add lines 24 and 25 1,289,529 250,166   467,243
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,036,786
b Net investment income (if negative, enter -0-) 3,075,778
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 12,511 11,450 11,450
2 Savings and temporary cash investments......... 58,692 203,488 203,488
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 6,760,429 Click to see attachment
List of Attached Documents:
// Content
5,825,113 		5,825,113
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,831,632 6,040,051 6,040,051
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 2,498,538 3,050,000
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,332,088 		Click to see attachment
List of Attached Documents:
// Content
11,044
23 Total liabilities (add lines 17 through 22)......... 4,830,626 3,061,044
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 2,001,006 2,979,007
29 Total net assets or fund balances (see instructions)..... 2,001,006 2,979,007
30 Total liabilities and net assets/fund balances (see instructions). 6,831,632 6,040,051
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,001,006
2
Enter amount from Part I, line 27a .....................
2
2,036,786
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,037,792
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,058,785
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,979,007
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES   2024-01-01 2024-12-31
b CAPITAL GAIN DISTRIBUTIONS P 2024-01-01 2024-12-31
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,763,029   511,546 3,251,483
b 153     153
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       3,251,483
b       153
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 3,251,636
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 42,753
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 42,753
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 42,753
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 13,720
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 29,033
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 42,753
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowTHE FOUNDATION Telephone no.right arrow (858) 223-1608

Located atright arrow1100 MARKET STREET 424SAN DIEGOCA ZIP+4right arrow92101
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
MALIN BURNHAM PRESIDENT & DIRECTOR
0.00 		0 0 0
1100 MARKET STREET SUITE 424
SAN DIEGO,CA92101
ROBERTA BURNHAM VICE PRESIDENT & DIRECTOR
2.00 		0 0 0
1100 MARKET STREET SUITE 424
SAN DIEGO,CA92101
KIT SPARKS TREASURER
1.00 		0 0 0
2811 DICKENS STREET SUITE 201
SAN DIEGO,CA92106
BRUCE MORRICE DIRECTOR
0.00 		0 0 0
16660 DALLAS PARKWAY SUITE 1000
DALLAS,TX75248
GEORGE DELAFIELD ESQ DIRECTOR
0.00 		0 0 0
110 JUNIPER STREET
SAN DIEGO,CA92101
JACK MCGRORY DIRECTOR
0.00 		0 0 0
1100 MARKET STREET SUITE 424
SAN DIEGO,CA92101
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
TAD PARZEN CONSULTING 55,000
1100 MARKET ST STE 424
SAN DIEGO,CA92101
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
6,292,771
b
Average of monthly cash balances.......................
1b
143,071
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,435,842
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
6,435,842
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
96,538
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,339,304
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
316,965
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
316,965
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
42,753
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
42,753
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
274,212
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
274,212
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
274,212
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
467,243
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
467,243
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 274,212
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 538,703
b From 2020...... 828,174
c From 2021...... 451,001
d From 2022...... 626,732
e From 2023...... 433,353
f Total of lines 3a through e ........ 2,877,963
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 467,243
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 274,212
e Remaining amount distributed out of corpus 193,031
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 3,070,994
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		538,703
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		2,532,291
10 Analysis of line 9:
a Excess from 2020.... 828,174
b Excess from 2021.... 451,001
c Excess from 2022.... 626,732
d Excess from 2023.... 433,353
e Excess from 2024.... 193,031
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
MALIN BURNHAM
ROBERTA BURNHAM
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

CAMPANILE FOUNDATION

5500 CAMPANILE DR
SAN DIEGO,CA92182 		  PC HAROLD K BROWN CAREER LEARNING AND UNDERSTANDING BIASES PROGRAM FUND. 50,000

CAMPANILE FOUNDATION

5500 CAMPANILE DR
SAN DIEGO,CA92182 		  PC SUE RUSSELL SCHOLARSHIP FUND. 4,750

CELEBRATION OF CHAMPIONS

3533 LOWELL ST
SAN DIEGO,CA92106 		  PC UNDERPRIVILEGED CHILDREN AT RADY CHILDREN'S HOSPITAL. 2,000

IIAN-LAEL FOUNDATION

PO BOX 1221
JULIAN,CA92036 		  PC SUPPORT FOR ENDOWMENT FUND 4,500

INSTITUTE OF THE AMERICAS

10111 TORREY PINES ROAD
LA JOLLA,CA92037 		  PC FUNDING FOR THE CROSS BOARDER STEAM LAB 50,000

JULIAN COMMUNITY HERITAGE FOUNDATION

PO BOX 1432
JULIAN,CA92036 		  PC PRESERVING THE HISTORY AND COMMUNITY OF JULIAN 2,500

KSDS-FM

5638 LAKE MURRAY BL 120
LA MESA,CA91941 		  PC SUPPORT THE SAN DIEGO COMMUNITY COLLEGE DISTRICT JAZZ RADIO STATION. 2,000

LA JOLLA UNITED METHODIST CHURCH

6063 LA JOLLA BL
LA JOLLA,CA92037 		  PC SUPPORT CHURCH ACTIVITIES 1,000

LAS PATRONAS

PO BOX 1888
LA JOLLA,CA92038 		  PC SUPPORT RADY CHILDREN'S HOSPITAL 3,000

MEALS ON WHEELS

2254 SAN DIEGO AVE SUITE 200
SAN DIEGO,CA92100 		  PC FEED ELDERLY SHUT-INS 5,000

NATIONAL CONFLICT RESOLUTION CENTER

625 BROADWAY STE 1221
SAN DIEGO,CA92101 		  PC FUND THE CAMPUS CIVILITY PROJECT. 75,000

NATIONAL CONFLICT RESOLUTION CENTER

625 BROADWAY STE 1221
SAN DIEGO,CA92101 		  PC FUND THE PARTNERSHIP BETWEEN THE NCRC AND THE YMCA. 150,000

RYAN FAMILY YMCA

4390 VALETA ST
SAN DIEGO,CA92107 		  PC PROVIDER OF YOUTH DEVELOPMENT SERVICES. 5,000

SAN DIEGO AIR AND SPACE MUSEUM

2001 PAN AMERICA PLAZA
SAN DEIGO,CA92101 		  PC SPONSOR FLY ME TO THE MOON EVENT. 2,250

SAN DIEGO AIR AND SPACE MUSEUM

2001 PAN AMERICA PLAZA
SAN DIEGO,CA92101 		  PC PROMOTE AIR AND SPACE PROGRAMS 1,000

ST THERESE OF CARMEL

4355 DEL MAR TRAILS ROAD
SAN DIEGO,CA92130 		  PC FUNDING OF PRISION MINISTRY AND CATHOLIC CHARITIES. 5,000

TEACH FOR AMERICA

4305 UNIVERSITY AVE 525
SAN DEIGO,CA92105 		  PC TO PROVIDE LOW-INCOME SCHOOLS WITH EDUCATIONAL EQUITY AND EXCELLENCE 50,000

TIMKEN MUSEUM OF ART

2550 FIFTH AVE SUITE 500
SAN DIEGO,CA92103 		  PC PRESERVE ART FOR THE EDUCATION OF LOCAL CHILDREN 10,000

TRANS FAMILY SUPPORT SERVICES

12463 RANCHO BERNARDO ROAD 218
SAN DIEGO,CA92128 		  PC SUPPORT FOR TRANSGENDERED AND NON-BINARY PEOPLE AND THEIR FAMILIES 3,000

UNIVERSITY OF SAN DIEGO

5998 ALCALA PARK
SAN DIEGO,CA92110 		  PC BURNHAM MOORES CENTER FOR REAL ESTATE 27,743

USS MIDWAY MUSEUM

910 WEST HARBOR DR
SAN DIEGO,CA92101 		  PC PRESERVATION OF NAVAL AVIATION HISTORY 1,000

VOLCAN MOUNTAIN FOUNDATION

PO BOX 1625
JULIAN,CA92036 		  PC PRESERVATION OF OPEN SPACE. 3,000

WARRIOR FOUNDATION FREEDOM STATION

1223 28TH STREET
SAN DIEGO,CA92103 		  PC SUPPORT WOUNDED WARRIORS 2,000

MAKE-A-WISH

4995 MURPHY CANYON ROAD STE 402
SAN DEIGO,CA92123 		  PC 28 MILE WALK FUNDRAISER TO FUND TERMINALLY ILL CHILDREN'S DREAMS. 2,500

THE SAN DIEGO LGBTQ COMMUNITY CENTER

PO BOX 3357
SAN DEIGO,CA92163 		  PC ENHANCE AND SUSTAIN THE WELLBEING OF QUEER AND TRANSGENDERED PEOPLE. 5,000
Total .................................right arrow 3a 467,243
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 1,894  
4 Dividends and interest from securities ....     14 72,785  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 3,251,636  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 3,326,315 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,326,315
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE BURNHAM FOUNDATION
EIN:
95-3565278
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROFESSIONAL FEES 62,258 62,258   0

TY 2024 InvestmentsCorpStockSchedule
Name:
THE BURNHAM FOUNDATION
EIN:
95-3565278
Name of Stock End of Year Book Value End of Year Fair Market Value
VANGUARD VALUE ETF 171,501 171,501
VAN G . UARD GROWTH ETF 141,191 141,191
VAN G . UARD 500 INDEX FUND 135,241 135,241
COSTCO WHOLESALE CRP DEL 1,936,995 1,936,995
SERVICENOW INC 1,365,435 1,365,435
ALIBABA GROUP HOLDING LT 3,222 3,222
ALPHABET INC SHS CL C 13,521 13,521
ALPHABET INC SHS CL A 15,333 15,333
AMAZON COM INC COM 30,056 30,056
AUTODESK INC DEL PV$0.01 13,005 13,005
BLOCK INC 4,844 4,844
BOEING COMPANY 20,178 20,178
DEERE CO 2,542 2,542
DISNEY (WALT) CO COM STK 12,471 12,471
EXPEDITORS INTL WASH INC 4,985 4,985
FACTSET RESH SYS INC 5,763 5,763
ILLUMINA INC COM 4,410 4,410
INTUITIVE SURGICAL INC 6,785 6,785
META PLATFORMS INC 35,131 35,131
MICROSOFT CORP 20,232 20,232
MONSTER BEVERAGE SHS 10,512 10,512
NETFLIX COM INC 27,631 27,631
NIKE INC CL B 4,086 4,086
NOVARTIS ADR 4,574 4,574
NOVO NORDISK A S ADR 7,484 7,484
NVIDIA 43,107 43,107
ORACLE CORP $0.01 DEL 22,163 22,163
PAYPAL HOLDINGS INC SHS 4,438 4,438
QUALCOMM INC 6,298 6,298
REGENERON PHARMACTCLS 8,548 8,548
ROCHE HLDG LTD SPN ADR 3,558 3,558
SALESFORCE INC 14,711 14,711
SEI INVT CO PA PV $0.01 5,691 5,691
SHOPIFY INC CL A 11,058 11,058
STARBUCKS CORP 6,753 6,753
TESLA INC 43,211 43,211
THERMO FISHER SCIENTIFIC 5,202 5,202
VERTEX PHARMCTLS INC 10,873 10,873
VISA INC CL A SHRS 23,387 23,387
WORKDAY INC CL A 4,128 4,128
YUM BRANDS INC 4,159 4,159
YUM CHINA HOLDINGS INC 1,782 1,782
ACCENTURE PLC SHS 8,091 8,091
ADOBE INC 7,560 7,560
AECOM 7,477 7,477
AFLAC INC COM 12,620 12,620
ALCON SA ACT NOM 8,149 8,149
APTIV HOLDINGS LTD 6,895 6,895
ARISTA NETWORKS INC REC 7,074 7,074
BECTON DICKINSON CO 7,940 7,940
BENTLEY SYS INC 3,643 3,643
BRUKER CORP 6,155 6,155
CADENCE DESIGN SYS INC 8,112 8,112
DANAHER CORP DEL COM 6,887 6,887
FAIR ISAAC CORPORATION 7,964 7,964
FISERV INC WISC PV 1CT 9,244 9,244
FLEX LTD 12,054 12,054
GE HEALTHCARE 9,225 9,225
HEXCEL CORP NEW COM 6,772 6,772
HOLOGIC INC 4,830 4,830
ICON PLC 6,082 6,082
INTERCONTINENTAL 9,686 9,686
INTUIT INC COM 6,285 6,285
JEFFERIES FINL GROUP INC 8,232 8,232
JOHNSON AND JOHNSON COM 6,074 6,074
MICROSOFT CORP 16,017 16,017
MONOLITHIC PWR SYSTEMS 5,917 5,917
NEXTERA ENERGY INC SHS 8,818 8,818
NVIDIA 19,069 19,069
NXP SEMICONDUCTORS N.V. 6,859 6,859
ON SEMICONDUCTOR CRP COM 7,996 7,996
PALO ALTO NETWORKS INC 6,914 6,914
PROCTER & GAMBLE CO 9,556 9,556
ROCKWELL AUTOMATION INC 10,574 10,574
TAIWAN S MANUFCTRING ADR 9,875 9,875
TE CONNECTIVITY LTD 8,435 8,435
TETRA TECH INC NEW 5,378 5,378
TOPBUILD CORP SHS 4,047 4,047
UNILEVER PLC NEW ADR 9,979 9,979
UNITEDHEALTH GROUP INC 8,094 8,094
VERALTO CORP 12,731 12,731
VISA INC CL A SHRS 11,693 11,693
WASTE MANAGEMENT INC NEW 10,695 10,695
ALIGN TECH INC DEL COM 4,379 4,379
ALPHABET INC SHS CL C 22,472 22,472
ALPHABET INC SHS CL A 9,844 9,844
AMAZON COM INC COM 37,077 37,077
AMETEK INC NEW 6,850 6,850
APPLE INC 36,561 36,561
BIO TECHNE CORP COM STK 3,313 3,313
BLOCK INC 6,629 6,629
BOSTON SCIENTIFIC CORP 3,841 3,841
BROADCOM INC 7,419 7,419
BUILDERS FIRSTSOURCE INC 2,716 2,716
CELSIUS HOLDINGS INC NEW 2,213 2,213
CHEWY INC SH CL A 3,382 3,382
CONSTELLATION ENERGY 1,790 1,790
COSTAR GROUP INC COM 7,231 7,231
CROWDSTRIKE HLDGS INC 2,737 2,737
DANAHER CORP DEL COM 2,984 2,984
DATADOG INC REG SHS CL A 2,286 2,286
DEXCOM INC 5,522 5,522
DISNEY (WALT) CO COM STK 3,786 3,786
EQT CORP 5,764 5,764
HOWMET AEROSPACE INC 4,484 4,484
BUBBELL INC SHS 5,027 5,027
HUBSPOT INC 5,574 5,574
ILLUMINA INC COM 5,078 5,078
INGERSOLL RAND INC REG S 5,880 5,880
INTUITIVE SURGICAL INC 5,742 5,742
LAUDER ESTEE COS INC A 1,725 1,725
LULULEMON ATHLETICA INC 3,824 3,824
MICRON TECHNOLOGY INC 3,619 3,619
MICROSOFT CORP 30,770 30,770
MONGODB INC CL A 1,862 1,862
NATERA INC SHS 2,691 2,691
NETFLIX COM INC 3,565 3,565
NVIDIA 51,030 51,030
PINTEREST INC REG SHS 3,654 3,654
PLANET FITNESS INC CL A 3,460 3,460
PURE STORAGE INC SHS 1,966 1,966
REDDIT INC REG SHS-A 6,374 6,374
REPLIGEN CORP COM 2,591 2,591
SAREPTA THERAPEUTICS INC 5,228 5,228
SERVICENOW INC 4,240 4,240
SHOPIFY INC CL A 9,038 9,038
TRANE TECHNOLOGIES PLC 7,387 7,387
UBER TECHNOLOGIES INC 4,343 4,343
VERALTO CORP 2,037 2,037
VERTIV HL DG CO 3,863 3,863
ZOETIS INC 4,073 4,073
ABBOTT LABS 4,298 4,298
ABBVIE INC SHS 7,641 7,641
ALCOA CORP 1,662 1,662
ALPHABET INC SHS CL A 5,868 5,868
AMERICAN INTERNATIONAL 8,008 8,008
BALL CORP COM 3,308 3,308
BJS WHSL CLUB HLDGS INC 5,450 5,450
BOSTON SCIENTIFIC CORP 4,377 4,377
BRISTOL-MYERS SQUIBB CO 8,880 8,880
CBOE GLOBAL MARKETS INC 3,126 3,126
CHEVRON CORP 4,780 4,780
CISCO SYSTEMS INC COM 8,229 8,229
CLOROX CO DEL COM 5,847 5,847
CMS ENERGY CORP 4,932 4,932
CONOCOPHILLIPS 5,355 5,355
CONSTELLATION BRANDS INC 4,641 4,641
CSX CORP 5,809 5,809
DISNEY (WALT) CO COM STK 8,797 8,797
EMERSON ELEC CO 8,055 8,055
EOG RESOURCES INC 2,452 2,452
EQT CORP 2,352 2,352
FIRST INDL REALTY TR INC 4,311 4,311
FMC CORP COM NEW 4,132 4,132
GENERAL MILLS 2,933 2,933
GILEAD SCIENCES INC COM 4,341 4,341
HASBRO INC COM 3,914 3,914
HERSHEY COMPANY 2,032 2,032
HUNTINGTON INGALLS INDS 3,212 3,212
INGERSOLL RAND INC REG S 2,262 2,262
INTERACTIVE BROKERS GROU 4,770 4,770
INVITATION HOMES INC 5,211 5,211
JOHNSON CONTROLS INTER 6,157 6,157
LINDE PLC NEW 4,605 4,605
LITHIA MOTORS INC CL A 5,361 5,361
MCDONALDS CORP COM 6,088 6,088
MCKESSON CORPORATION COM 4,559 4,559
MERITAGE HOMES CORP 1,384 1,384
MICRON TECHNOLOGY INC 6,312 6,312
MID AMERICA APT CMNTYS 6,183 6,183
NEUROCRINE BIOSCNCE INC 3,413 3,413
NEXTERA ENERGY INC SHS 6,595 6,595
NICE LTD ADR 2,717 2,717
ON SEMICONDUCTOR CRP COM 5,044 5,044
PRUDENTIAL PLC ADR 2,566 2,566
REINSURNCE GROUP AMERICA 7,691 7,691
ROBERT HALF INC COM 5,848 5,848
RYAN SPECIALTY HOLDINGS 1,861 1,861
SCHLUMBERGER LTD 2,876 2,876
SCHWAB CHARLES CORP NEW 5,033 5,033
SEMPRA 4,298 4,298
TARGA RESOURCES CORP 1,964 1,964
THERMO FISHER SCIENTIFIC 7,803 7,803
TORO CO 4,406 4,406
TRADEWEB MKTS INC CL A 1,833 1,833
TRAVELERS COS INC 5,781 5,781
UNITED PARCEL SVC CL B 2,774 2,774
UNITEDHEALTH GROUP INC 7,588 7,588
US FOODS HLDS CORP SHS 4,250 4,250
WABTEC 5,309 5,309
WELLS FARGO & CO 9,412 9,412
XCEL ENERGY INC 2,566 2,566
ZOETIS INC 4,562 4,562
3M COMPANY 6,713 6,713
ABACUS LIFE INC 243 243
ACCO BRANDS CORP 908 908
AGNC INVT CORP 1,584 1,584
AGREE RLTY CORP 1,057 1,057
AIR LEASE CORP CL A 1,350 1,350
ALAMO GROUP INC 2,975 2,975
ALIGHT INC 325 325
API GROUP CORP REG SHS 1,583 1,583
ARCH RESOURCES INC REG 141 141
ARDENT HEALTH PARTNERS 444 444
ASSOCIATED BANC CRP .01 1,338 1,338
ATKORE INC 1,752 1,752
ATLANTIC UN BANKSHARES 644 644
ATMUS FILTRATION 823 823
AVIENT CORPORATION 3,841 3,841
AZENTA INC 1,050 1,050
BELDEN INC 2,928 2,928
BERRY CORPORATION (BRY) 405 405
BERRY GLOBAL GROUP INC 1,423 1,423
BOK FINCL CORP NEW 532 532
BOYD GAMMING CORP COM 363 363
CBIZ INC 1,637 1,637
CENT GARDEN AND PET CO 1,851 1,851
CENTRAL GRDEN & PET CO 892 892
CHORD ENERGY CORP 2,221 2,221
CNO FINL GROUP INC 633 633
COLUMBUS MCKINNON CP N.Y 857 857
COMPASS DIVERSIFIED 2,677 2,677
CONMED CORP COM 137 137
CSW INDUSTRIALS INC SHS 706 706
CUSTOM TRUCK ONE SOURCE 601 601
DENNYS CORP 986 986
DIEBOLD NIXDORF INC REG 732 732
DINE BRANDS GLOBAL INC 241 241
DIODES INC COM 370 370
DOUGLAS DYNAMICS INC 1,560 1,560
EAGLE MATERIALS INC 4,688 4,688
ECOVYST INC 993 993
EDGEWELL PERS CARE CO 571 571
ELME COMMUNITIES 916 916
ENNIS INC 949 949
EURONET WORLDWIDE INC 1,131 1,131
E2OPEN PARENT HOLDINGS 269 269
FIRST HAWAIIAN INC SHS 493 493
FIVE BELOW INC 420 420
FOOT LOCKER INC N.Y. COM 392 392
FORUM ENERGY 232 232
FRANKLIN EL CO PV10CT 5,262 5,262
GATES INDL CORP PLC 1,666 1,666
GENIUS SPORTS LTD REG 329 329
GLOBAL BLUE GROUP HLDG 270 270
GRIFFON CORP 641 641
HAEMONETICS CORP MASS 1,327 1,327
HANCOCK WHITNEY CORP 2,791 2,791
HANOVER INS GROUP INC 2,939 2,939
HILLMAN SOLUTIONS CORP 1,821 1,821
HOLLEY INC REG SHS 477 477
INGRAM MICRO HLDG CORP 446 446
INNOSPEC INC 5,613 5,613
INSIGHT ENTRPRISES INC 152 152
J & J SNACK FOODS CRP 5,430 5,430
JACK IN THE BOX INC 833 833
JANUS PARENT INC REG SHS 603 603
KNOWLES CORP SHS 538 538
KORN FERRY 2,361 2,361
KYNDRYL HOLDINGS INCORP 2,076 2,076
LEVI STRAUSS AND CO NEW 606 606
LIBERTY ENERGY INC 1,094 1,094
MAGNOLIA OIL & GAS CORP 1,754 1,754
MAREX GROUP PLC REG SHS 717 717
MATIV INC 1,046 1,046
MATTHEWS INTL INC CL A 581 581
MAXIMUS INC 1,344 1,344
MAYVILLE ENGR CO INC 802 802
MDU RESOURCES GRP INC 829 829
MIDCAP FINANCIAL 728 728
MINERALS TECHNOLOGIES 838 838
MUELLER INDUSTRIES INC 5,635 5,635
MYERS INDUSTRIES INC 629 629
NEW MOUNTAIN FINANCE COR 878 878
NEW YORK MORTGAGE TR INC 503 503
NEWMARKET CORP 2,113 2,113
NOMAD FOODS LTD SHS 2,098 2,098
NORTHERN OIL AND GAS INC 1,263 1,263
NOVANTA INC 611 611
OLD NAIL BANCORP IND 760 760
PAGAYA TECHNOLOGIES LTD 214 214
PATTERSON COS INC 1,450 1,450
PATTERSON UTI ENERGY INC 1,156 1,156
PERRIGO CO PLC 643 643
PREMIER INC 445 445
PRESTIGE CONSUMER 2,655 2,655
PRIMO WTR CORP NPV 2,092 2,092
PROASSURANCE CORP 541 541
PROGRESS SOFTWARE CORP 977 977
QUAKER HOUGHTON 845 845
QUANEX BUILDING PRODT CO 1,624 1,624
RENASANT CORP 1,645 1,645
SILGAN HLDGS INC COM 3,487 3,487
SIMPSON MFG DEL PV $0.01 1,327 1,327
SM ENERGY CO SHS 310 310
SOUTHSTATE CORP 2,885 2,885
SPECTRUM BRANDS HOLDINGS 3,887 3,887
STEVEN MADDEN LTD SHS 1,276 1,276
STEWART INFO SVC CRP 2,902 2,902
SYNCHRONOSS TECHNOLOGIES 125 125
THRYV HOLDINGS INC REG 370 370
TOOTSIE ROLL INDUST 938 938
TRIMAS CORP 2,090 2,090
TWO HARBORS INVT CORP 1,715 1,715
UFP INDUSTRIES INC 2,704 2,704
UMB FINANCIAL CORP 5,530 5,530
VAREX IMAGING CORP REG 759 759
VIAD CORP 1,445 1,445
VSE CORP 571 571
WEBSTER FINL CP PV $0.01 1,877 1,877
WERNER ENTERPRISES INC 1,580 1,580
WESTWOOD HLDGS GROUP INC 247 247
ZIFF DAVIS INC 326 326
SPDR BLOOMBERG 3,291 3,291
AAON INC NEV PV $0.004 1,765 1,765
ABERCROMBIE & FITCH CO 1,345 1,345
AEROVIRONMENT INC 1,539 1,539
ALDEYRA THERAPEUTICS INC 369 369
ALKERMES PLC NEW 748 748
ANTERO RES CORP 1,157 1,157
APPFOLIO INC SHS CL A 1,974 1,974
APPLED INDUSTRL TRCH 958 958
ARCELLX INC 767 767
ARCHROCK INC 2,165 2,165
ARIS WTR SOLUTIONS INC 1,269 1,269
ATI INC 1,046 1,046
ATMUS FILTRATION 1,802 1,802
AXSOME THERAPEUTICS INC 508 508
BADGER METER INCORP 848 848
BELLRING BRANDS INC 1,055 1,055
BILL HOLDING INC 1,186 1,186
BLOOM ENERGY CORP CL A 866 866
BLUEPRINT MEDICINES CORP 1,047 1,047
BOOT BARN HOLDINGS INC 1,670 1,670
BRIGHTSPRING HEALTH SVCS 1,175 1,175
CELLEBRITE DI LTD 639 639
CHORD ENERGY CORP 935 935
COGNEX CORP 753 753
COHERENT CORP 1,421 1,421
CORE AND MAIN INC 1,222 1,222
CREDO TECH GROUP HLDG 672 672
CUSHMAN AND WAKEFIELD 968 968
DISC MEDICINE INC 380 380
DYCOM INDS INC 1,218 1,218
EASTGROUP PROPERTIES INC 1,765 1,765
ENSIGN GROUP INC 1,727 1,727
ESAB CORP REG SHS WHEN 3,358 3,358
ESTABLISHMENT LABS 415 415
FABRINET 660 660
FEDERAL SIGNAL CORP 1,201 1,201
FIGS INC REG SHS CL A 1,077 1,077
FIRSTCASH HLDGS INC 1,243 1,243
FIVE9 INC 813 813
FLYWIRE CORP 1,526 1,526
FRESHPET INC SHS 1,629 1,629
FRESHWORKS INC REG SHS 1,326 1,326
GENIUS SPORTS LTD REG 934 934
GLAUKOS CORP SHS 900 900
HAEMONETICS CORP MASS 547 547
HEALTHEQUITY INC SHS 864 864
HIMS AND HERS HEALTH INC 387 387
IMPINJ INC 872 872
INSMED INC 1,243 1,243
INTRA-CELLULAR THERAPIES 1,503 1,503
IOVANCE BIOTHERAPEUTICS 533 533
IRHYTHM TECHNOLOGIES INC 361 361
ITRON INC 1,629 1,629
KRYSTAL BIOTECH INC REG 627 627
LANDSTAR SYS INC COM 2,406 2,406
LANTHEUS HLDGS INC 1,163 1,163
LATTICE SEMICNDTR CORP 1,586 1,586
LPL FINANCIAL HOLDINGS 1,306 1,306
MADRIGAL PHARMACEUTICALS 926 926
MEDPACE HLDGS INC 997 997
MERIT MEDICAL SYS INC 2,225 2,225
MODINE MFG CO 580 580
MONDAY.COM LTD. REG SHS 2,119 2,119
MSA SAFETY INC SHS 2,155 2,155
MUVALENT INC REG SHS 705 705
ONESPAWORLD HLDGS LTD 1,851 1,851
ONTO INNOVATION INC 1,667 1,667
PARSONS CORP DEL 1,199 1,199
PENN ENTERTAINMENT INC 714 714
PERELLA WEINBERG 1,407 1,407
PJT PARTNERS INC SHS 3,945 3,945
POWELL INDS INC 887 887
PROCORE TECHNOLOGIES INC 1,049 1,049
PROTAGONISTTHERAPEUTIC 849 849
QUAKER HOUGHTON 1,971 1,971
RADNET INC 1,397 1,397
RAMBUS INC CAL 1,850 1,850
RAPID7 ORD 523 523
RB GLOBAL INC 2,887 2,887
REVOLUTION MEDICINES INC 219 219
SELECTIVE INS GRP INC 1,309 1,309
SHAKE SHACK INC 1,947 1,947
SPRINGWORKS THERAPEUTICS 686 686
SPX TECHNOLOGIES INC REG 873 873
STEPSTONE GROUP INC REG 1,968 1,968
SUMMIT MATLS INC 1,214 1,214
TG THERAPEUTICS INC 391 391
TORO COMBINECO INC 396 396
UNITED PARKS AND RESORTS INC 1,854 1,854
VARONIS SYSTEMS INC SHS 1,244 1,244
VAXCYTE INC 1,064 1,064
VIPER ENERGY INC 1,914 1,914
VIRIDIAN THERAPEUTICS 460 460
WARBY PARKER INC REG SHS 533 533
WINGSTOP INC 853 853
WOODWARD INC 2,163 2,163
ZETA GLOBAL HLDGS CORP 540 540
ZOOMINFO TECHNOLOGIES 630 630
ZURN ELKAY WATER 2,201 2,201
ABBVIE INC SHS 4,976 4,976
AES CORP 3,423 3,423
ALTRIA GROUP INC 6,798 6,798
AMERIPRISE FINL INC 6,389 6,389
APPLIED MATERIAL INC 2,765 2,765
AUTOLIV INC 2,626 2,626
BANKER HUGHES CO 2,338 2,338
BANK NEW YORK MELLON 8,067 8,067
BRISTOL-MYERS SQUIBB CO 6,278 6,278
CATERPILLAR INC DEL 8,706 8,706
CIGNA GROUP/THE 3,590 3,590
CISCO SYSTEMS INC COM 5,565 5,565
CITIGROUP INC COM NEW 12,952 12,952
COCA-COLA EUROPACIFIC 3,917 3,917
COTERRA ENERGY INC 3,065 3,065
CUMMINS INC 7,321 7,321
DARDEN RESTAURANTS INC 4,294 4,294
DELTA AIR LINES INC 8,894 8,894
DUKE ENERGY CORP NEW 8,188 8,188
DISNEY (WALT) CO COM STK 5,233 5,233
EBAY INC 5,761 5,761
ELEVANCE HEALTH INC 2,951 2,951
EMERSON ELEC CO 6,320 6,320
EOG RESOURCES INC 4,045 4,045
FOX CORP REG SHS CL A 5,052 5,052
GOLDMAN SACHS GROUP INC 7,444 7,444
HARTFORD FINL SVCS GROUP 6,345 6,345
HEALTHPEAK PPTYS INC 3,730 3,730
INTL BUSINESS MACHINES 7,254 7,254
JOHNSON AND JOHNSON COM 5,206 5,206
JPMORGAN CHASE & CO 15,102 15,102
KROGER CO 5,993 5,993
LENNAR CORP CL A 2,727 2,727
MEDTRONIC PLC SHS 5,911 5,911
NETAPP INC 3,482 3,482
NEWMONT CORPORATION 2,717 2,717
ORACLE CORP $0.01 DEL 2,666 2,666
PACKAGING CORP AMERICA 3,827 3,827
PFIZER INC 5,784 5,784
PRUDENTIAL FINANCIAL INC 9,127 9,127
QUALCOMM INC 3,226 3,226
QUEST DIAGNOSTICS INC 4,526 4,526
RTX CORP 3,240 3,240
SEMPRA 5,263 5,263
SHELL PLC 8,583 8,583
SIMON PROPERTY GROUP DEL 7,922 7,922
SYNCHRONY FINL COM 5,915 5,915
THE MOSAIC COMPANY 3,884 3,884
TYSON FOODS INC CL A 3,561 3,561
UNITED RENTALS INC COM 7,749 7,749
UNIVERSAL HEALTH SVCS B 3,947 3,947
VERIZON COMMUNICATNS COM 10,277 10,277
W P CAREY INC COM 3,213 3,213

TY 2024 OtherDecreasesSchedule
Name:
THE BURNHAM FOUNDATION
EIN:
95-3565278
Description Amount
NET UNREALIZED GAIN/LOSS ADJUSTMENT 1,058,785


TY 2024 OtherExpensesSchedule
Name:
THE BURNHAM FOUNDATION
EIN:
95-3565278
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 37 37   0
CA RRF-1 FEE 250 250   0
PENALTY 194 0   0
SOFTWARE EXPENSES 320 320   0


TY 2024 OtherLiabilitiesSchedule
Name:
THE BURNHAM FOUNDATION
EIN:
95-3565278
Description Beginning of Year - Book Value End of Year - Book Value
OTHER PAYABLES 11,044 11,044
LINE OF CREDIT 2,321,044 0


TY 2024 OtherProfessionalFeesSchedule
Name:
THE BURNHAM FOUNDATION
EIN:
95-3565278
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY 33,711 33,711   0


TY 2024 TaxesSchedule
Name:
THE BURNHAM FOUNDATION
EIN:
95-3565278
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAXES 23,464 0   0
FOREIGN TAXES 194 194   0