Nonprofit · EIN 03-6048114
CHARLIE BURCHARD MEMORIAL TRUST
Also known as BURCHARD DANIEL L TTEE
Tax-exempt · BURLINGTON, VT 05402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $13,568 | $459 | $13,109 | $199,343 | $0 | $199,343 |
| December 31, 2023 | 990-PF | $18,125 | $9,403 | $8,722 | $172,362 | $0 | $172,362 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $2,477
- Interest
- $13
- Other income
- $11,078
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $459
- Excise tax on investment income
- $182
Balance sheet and other
- Total assets, start of year
- $172,355
- Total assets, end of year
- $199,343
- Total liabilities, end of year
- $0
- Net assets, end of year
- $199,343
- Fair market value of assets
- $199,343
- Qualifying distributions
- $459
- Net investment income
- $13,568
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN BURCHARD 945 GOLFVIEW DRIVE, GLENVIEW, IL 60016 | DIRECTOR | 2 | $0 |
| VICKI BURCHARD 945 GOLFVIEW DRIVE, GLENVIEW, IL 60016 | DIRECTOR | 2 | $0 |
| RICHARD KOZLOWSKI 25 VICTORIA DRIVE, South Burlington, VT 05403 | DIRECTOR | 2 | $0 |
| SARA BURCHARD 177 KILLARNEY DRIVE, BURLINGTON, VT 05408 | DIRECTOR | 2 | $0 |
| DANIEL BURCHARD 260 APPLETREE POINT ROAD, BURLINGTON, VT 05408 | DIRECTOR | 2 | $0 |
| JANE BURCHARD 260 APPLETREE POINT ROAD, BURLINGTON, VT 05408 | DIRECTOR | 2 | $0 |
| LISA BURCHARD 260 APPLETREE POINT ROAD, BURLINGTON, VT 05408 | DIRECTOR | 2 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARA BURCHARD 177 KILLARNEY DRIVE, BURLINGTON, VT 05408 | DIRECTOR | 2 | $0 |
| DANIEL BURCHARD 260 APPLETREE POINT ROAD, BURLINGTON, VT 05408 | DIRECTOR | 2 | $0 |
| JANE BURCHARD 260 APPLETREE POINT ROAD, BURLINGTON, VT 05408 | DIRECTOR | 2 | $0 |
| ELIZABETH BURCHARD 484 SOUTH STREET, MIDDLEBURY, VT 05753 | DIRECTOR | 2 | $0 |
| JOHN BURCHARD 945 GOLFVIEW DRIVE, GLENVIEW, IL 60016 | DIRECTOR | 2 | $0 |
| VICKI BURCHARD 945 GOLFVIEW DRIVE, GLENVIEW, IL 60016 | DIRECTOR | 2 | $0 |
| RICHARD KOZLOWSKI 25 VICTORIA DR, SOUTH BURLINGTON, VT 05403 | DIRECTOR | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 638, BURLINGTON, VT 05402-0638
- In care of
- % SARA BURCHARD
- Signed the 990-PF
- Richard Kozlowski, Director
- Phone
- (802) 657-7235
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 03-6048114
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Exempt since
- 1989
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $199,343
- Income (IRS master file)
- $13,568
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $13,568 | $459 | $199,343 | IRS |
| 990-PF | December 2023 | $18,125 | $9,403 | $172,362 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 03-6048114).
Questions about CHARLIE BURCHARD MEMORIAL TRUST
- What is the EIN of CHARLIE BURCHARD MEMORIAL TRUST?
- The employer identification number (EIN) of CHARLIE BURCHARD MEMORIAL TRUST is 03-6048114.
- Is CHARLIE BURCHARD MEMORIAL TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Which annual return does CHARLIE BURCHARD MEMORIAL TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLIE BURCHARD MEMORIAL TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARLIE BURCHARD MEMORIAL TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of CHARLIE BURCHARD MEMORIAL TRUST?
- The 990-PF for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does CHARLIE BURCHARD MEMORIAL TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $13,568, expenses of $459 and total assets of $199,343 at year end.
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