DAVID S VANDENBURGH FAMILYFOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DAVID S VANDENBURGH FAMILYFOUNDATION (EIN 20-8073833)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-15
- IRS object ID
- 202442289349100139
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-15T15:29:08-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 EAST THOMAS ROAD SUITE 2300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208073833 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DAVID S VAN DENBURGH FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 6023527689 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 18085 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 850058085 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID VAN DENBURGH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6023527689 | PhoneNum |
| Signature | 2024-08-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY C GREEN | PreparerPersonNm |
| PTIN | P00447183 | PTIN |
| Phone | 6022662248 | PhoneNum |
| Preparation | 2024-07-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,642,616 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $190,447 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $190,447 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $957,282 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,388,592 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $957,282 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,147,729 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,147,729 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $496 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $248 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $248 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,435 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,935 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $638 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $638 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,771 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,386 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,183 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $499,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $499,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $511,771 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,386 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $502,183 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $635,958 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,138,343 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $465,792 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,063 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,063 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,938,245 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,733,320 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,733,320 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,194,251 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,893,233 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,893,233 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,598,288 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,642,616 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,642,616 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,598,288 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,642,616 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,598,288 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,642,616 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,598,288 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,642,616 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,598,288 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $635,958 | ExcessRevenueOverExpensesAmt |
| Other Increases | $408,370 | OtherIncreasesAmt |
| Subtotal | $7,642,616 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,642,616 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| MORGAN STANLEY 7951 | $2,388,522 | $1,429,223 | $959,299 | $959,299 | |
| ENERGY TRANSFER LP | $2,087 | -$2,087 | -$2,087 | P | |
| CAPITAL GAINS DIVIDENDS | $70 | $70 | $70 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $957,282 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,823 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,823 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,823 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,352 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $19,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $24,352 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,529 | OverpaymentAmt |
| Applied To ES Tax | $8,529 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LEA D BROWN | IndividualWithBooksNm |
| Phone | 6023527689 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 18085 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 850058085 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID S VAN DENBURGH | ||||||||
| POBOX 18085 | PHOENIX | AZ | 850058085 | PRESIDENT & DIRECTOR | 0.10 | $0 | $0 | $0 |
| HEIDI C VANDENBURGH-LEDGER | ||||||||
| POBOX 18085 | PHOENIX | AZ | 850058085 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| DANIEL DVAN DENBURGH | ||||||||
| POBOX 18085 | PHOENIX | AZ | 850058085 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| AMY E VANDENBURGH | ||||||||
| POBOX 18085 | PHOENIX | AZ | 850058085 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,159,790 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,490 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,161,280 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,161,280 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $107,419 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,053,861 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $352,693 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $352,693 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,823 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,823 | TotalTaxAmt |
| Distributable Before Adj | $336,870 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $336,870 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $336,870 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $502,183 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $502,183 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $336,870 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $101,387 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $502,183 | QualifyingDistributionsAmt |
| Applied To Year1 | $101,387 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $336,870 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $63,926 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $63,926 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $63,926 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $63,926 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID S VAN DENBURGH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BARROW NEUROLOGICAL FOUNDATION | |||||||
| 350 WEST THOMAS ROAD | PHOENIX | AZ | 85013 | N/A | PC | SUPPORT THE RESEARCH PROGRAM TO SAVE HUMAN LIVES | $50,000 |
| FRIENDS OF THE CHILDREN | |||||||
| 44 NE MORRIS ST | PORTLAND | OR | 97212 | N/A | PC | FOSTER CARE | $100,000 |
| HUMANE SOCIETY OF THE UNITED STATES | |||||||
| 1255 23RD ST NW | WASHINGTON | DC | 20037 | N/A | PC | FUEL EFFORTS TO MAKE THIS A KINDER, SAFER WORLD FOR ALL ANIMALS | $11,000 |
| LOVE THIS HORSE EQUINE RESCUE | |||||||
| 8800 WETZEL LANE | MOJAVE | CA | 93501 | N/A | PC | HORSE RESCUE | $6,500 |
| SALVATION ARMY | |||||||
| 2707 E VAN BUREN ST | PHOENIX | AZ | 85008 | N/A | PC | SUPPORT LOCAL COMMUNITY | $50,000 |
| ST MARY'S FOOD BANK | |||||||
| 3131 W THOMAS RD | PHOENIX | AZ | 85017 | N/A | PC | HELP FEED HUNGRY FAMILIES THROUGHOUT PHOENIX | $50,000 |
| HOPE 4 KIDS | |||||||
| 34975 N VLY PKWY STE 102 | PHOENIX | AZ | 85086 | N/A | PC | TO SUPPORT INTERNATIONAL KIDS | $500 |
| WOMENS BOARD OF BNF | |||||||
| 2910 N 3RD AVE STE 450 | PHOENIX | AZ | 85013 | N/A | PC | TO SUPPORT BARROW WOMENS BOARD | $100,000 |
| THE GIVING BACK FUND | |||||||
| 500 COMMERCIAL ST STE 4R | BOSTON | MA | 02109 | N/A | PC | MULTIPLE CAUSES | $7,500 |
| HOSPICE OF THE VALLEY | |||||||
| 1510 E FLOWER ST | PHOENIX | AZ | 85014 | N/A | PC | SUPPORT CHARITY CARE ROOM AND BOARD FOR PATIENTS AT LUND HOME | $3,500 |
| BANNER HEALTH | |||||||
| 2901 N CENTRAL AVE 160 | PHOENIX | AZ | 85012 | N/A | PC | SUPPORT HOSPITALS AND OTHER MEDICAL FACILITIES | $50,000 |
| HEARD MUSEUM | |||||||
| 2301 N CENTRAL AVE | PHOENIX | AZ | 85004 | N/A | PC | TO SUPPORT HEARD MUSEUM | $10,000 |
| UNIVERSITY OF ARIZONA | |||||||
| 1200 E UNIVERSITY BLVD | TUCSON | AZ | 85721 | N/A | PC | CENTER OF INNOVATION IN BRAIN SCIENCE SUPPORT | $50,000 |
| FRESH START | |||||||
| 1130 E MCDOWELL RD | PHOENIX | AZ | 85006 | N/A | PC | EDUCATION, RESOURCES AND SUPPORT TO WOMEN IN THE COMMUNITY | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $499,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $190,447 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $957,282 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,147,729 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,147,729 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,435 | Amt |
| Net Investment Income | $8,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,935 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART VII-B, QUESTION 1(A)(3) - GOODS, SERVICES, OR FACILITIES | FormAndLineReferenceDesc |
| Medium Explanation | BURGH HOLDING COMPANY, INC. PROVIDED OFFICE SPACE, ACCOUNTING, AND OTHER SERVICES AT NO CHARGE TO THE DAVID S VAN DENBURGH FAMILY FOUNDATION DURING THE CURRENT YEAR. THE PRIMARY SHAREHOLDER OF BURGH HOLDING COMPANY, INC. IS A SUBSTANTIAL CONTRIBUTOR TO THE FOUNDATION. THIS IS AN ACCEPTED ACT OF SELF-DEALING UNDER IRC SECTION 4941(D)(2)(C). | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC COM (ABBV) | $165,888 | $165,888 |
| MICROSOFT CORP (MSFT) | $416,173 | $416,173 |
| NUCOR CORPORATION (NUE) | $88,464 | $88,464 |
| NVIDIA CORPORATION (NVDA) | $198,143 | $198,143 |
| ORACLE CORP (ORCL) | $107,969 | $107,969 |
| PALANTIR TECHNOLOGIES INC CL A (PLTR) | $51,510 | $51,510 |
| PALO ALTO NETWORKS INC (PANW) | $132,696 | $132,696 |
| PIONEER NATURAL RESOURCESE CO (PXD) | $175,241 | $175,241 |
| META PLATFORMS INC CL A (META) | $106,188 | $106,188 |
| QUALCOMM INC (QCOM) | $108,684 | $108,684 |
| SHOPIFY INC (SHOP) | $38,950 | $38,950 |
| SIGNET JEWELERS LIMITED (SIG) | $53,968 | $53,968 |
| SIMON PPTY GROUP INC (SPG) | $460,211 | $460,211 |
| SNOWFLAKE INC CL A (SNOW) | $129,350 | $129,350 |
| STEEL DYNAMICS INC (STLD) | $70,561 | $70,561 |
| TAPESTRY INC (TPR) | $107,608 | $107,608 |
| UNITED PARCEL SER INC CL-B (UPS) | $139 | $139 |
| SERVICENOW INC (NOW) | $105,973 | $105,973 |
| VERTEX PHARMACEUTICALS (VRTX) | $203,445 | $203,445 |
| MARATHON PETROLEUM CORP (MPC) | $243,197 | $243,197 |
| ZSCALER, INC (ZS) | $66,468 | $66,468 |
| JPMORGAN CHASE & CO (JPM) | $69,097 | $69,097 |
| ADOBE INC (ADBE) | $89,490 | $89,490 |
| ALPHABET INC CL C (GOOG) | $1,691,160 | $1,691,160 |
| GENL DYNAMICS CORP (GD) | $40,487 | $40,487 |
| FREEPORT-MCMORAN CL-B (FCX) | $306,548 | $306,548 |
| ATLAS ENERGY SOLUTIONS INC (AESI) | $51,660 | $51,660 |
| LOCKHEED MARTIN CORP (LMT) | $47,477 | $47,477 |
| DATADOG INC CL A (DDOG) | $54,621 | $54,621 |
| CROWDSTRICK HLDGS INC CL A (CRWD) | $114,894 | $114,894 |
| ENERGY TRANSFER LP COM UT LTD (ET) | $237,060 | $237,060 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALPS ETF TR ALERIAN ENERGY (ENFR) | FMV | $10,852 | $10,852 |
| FIDELITY ADV HEALTH CARE A (FACDX) | FMV | $338,261 | $338,261 |
| FT NASDAQ CYBERSECUR ETF (CIBR) | FMV | $124,383 | $124,383 |
| INVESCO SEMICONDUCTORS ETF (PSI) | FMV | $130,334 | $130,334 |
| ISHARES RUSSELL 2000 ETF (IWM) | FMV | $56,403 | $56,403 |
| MSILF GOVERNMENT PTF INST (MVRXX) | FMV | $215,985 | $215,985 |
| FIDELITY ADV FLTG RT HI INC A (FFRAX) | FMV | $504,053 | $504,053 |
| KAYNE ANDERSON ENERGY INFRSTR (KYN) | FMV | $512,962 | $512,962 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $496 | LegalFeesAmt |
| Net Investment Income | $248 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $248 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENERGY TRANSFER LP DEDUCTIONS | Desc |
| Revenue And Expenses Per Books | $638 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $638 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED INVESTMENT GAIN | Desc |
| Amt | $408,370 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $2 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $200 | $0 | $0 |
| FOREIGN TAXES | $0 | $0 | $0 |