Form990-PF
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Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
Richard and Diane Van Grunsven Family
Foundation
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

27-4195377
B Telephone number (see instructions)

(800) 839-1754
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$6,875,474J 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 bullet.............
3 Interest on savings and temporary cash investments 136 136  
4 Dividends and interest from securities... 145,176 145,176  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 226,226
b Gross sales price for all assets on line 6a 2,174,633
7 Capital gain net income (from Part IV, line 2)... 334,977
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)....... Click to see attachment 47 47  
12 Total. Add lines 1 through 11........ 371,585 480,336  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 54,603 54,603    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 14,091 3,311    
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 29,727     29,727
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 98,421 57,914   29,727
25 Contributions, gifts, grants paid....... 200,250 200,250
26 Total expenses and disbursements. Add lines 24 and 25 298,671 57,914   229,977
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 72,914
b Net investment income (if negative, enter -0-) 422,422
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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.............      
2 Savings and temporary cash investments......... 175,344 322,807 322,807
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 118,617 Click to see attachment138,080 150,259
b Investments—corporate stock (attach schedule)....... 4,374,735 Click to see attachment4,284,036 5,926,217
c Investments—corporate bonds (attach schedule)....... 167,167 Click to see attachment163,854 170,492
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 252,500 Click to see attachment252,500 305,699
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,088,363 5,161,277 6,875,474
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
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 bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
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 bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 5,088,363 5,161,277
29 Total net assets or fund balances (see instructions)..... 5,088,363 5,161,277
30 Total liabilities and net assets/fund balances (see instructions). 5,088,363 5,161,277
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
5,088,363
2
Enter amount from Part I, line 27a .....................
2
72,914
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
5,161,277
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,161,277
Form 990-PF (2021)
Form 990-PF (2021)
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      
b
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 2,174,633   1,839,656 334,977
b
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       334,977
b
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 2 334,977
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
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 Bullet 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)
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  
3 Add lines 1 and 2........................... 3 5,872
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,872
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 5,867
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 500
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,367
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 495
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet495 RefundedBullet 11  
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. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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:
  • By language in the governing instrument, or
  • 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)
    bulletDE
    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 2021 or the taxable year beginning in 2021? 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
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    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 addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, 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 bullet
    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
    ........bullet
    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 2021? .............
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 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.
    bullet20, 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 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    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
    .........bullet
    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
    Diane Van Grunsven VP, Dir
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Richard Van Grunsven Pres, Dir, Sec
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    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
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    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.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    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
    6,032,302
    b
    Average of monthly cash balances.......................
    1b
    211,388
    c
    Fair market value of all other assets (see instructions)................
    1c
    305,699
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,549,389
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    6,549,389
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    98,241
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    6,451,148
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    322,557
    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
    322,557
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    5,872
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,872
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    316,685
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    316,685
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    316,685
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 316,685
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 226,610
    b Total for prior years:2019, 2018, 2017  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........  
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 229,977
    a Applied to 2020, but not more than line 2a 226,610
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2021 distributable amount..... 3,367
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021.    
    (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 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		313,318
    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) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021.... 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    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 2021, enter the date of the ruling ....... bullet
     
    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 X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    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).)
    Diane Van Grunsven
    Richard Van Grunsven
    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 bullet
    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 (2021)
    Form 990-PF (2021)
    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
    ABBEY FOUNDATION OF OREGON
    1 ABBEY DR
    ST BENEDICT,OR97373     		N/A SO I General & Unrestricted 1,000
    ADELANTE MUJERES
    2030 MAIN ST STE A
    FOREST GROVE,OR97116     		N/A PC General & Unrestricted 500
    AFRICAN ROAD INC
    13500 SW 72ND AVE STE 205
    TIGARD,OR97223     		N/A PC General & Unrestricted 5,000
    AIRWAY SCIENCE FOR KIDS INC
    3710 N MISSISSIPPI AVE
    PORTLAND,OR97227     		N/A PC General & Unrestricted 3,000
    ALK POSITIVE INCORPORATED
    6595 ROSWELL ROAD STE G2310
    ATLANTA,GA30328     		N/A PC General & Unrestricted 1,000
    AOPA FOUNDATION
    421 AVIATION WAY
    FREDERICK,MD21701     		N/A PC General & Unrestricted 2,000
    BLANCHET HOUSE OF HOSPITALITY
    310 NW GLISAN ST
    PORTLAND,OR97209     		N/A PC General & Unrestricted 10,000
    BRADLEY ANGLE
    5432 N ALBINA AVE
    PORTLAND,OR97217     		N/A PC General & Unrestricted 500
    CALL TO SAFETY
    PO BOX 42610
    PORTLAND,OR97242     		N/A PC General & Unrestricted 250
    CATHOLIC CHARITIES
    2740 SE POWELL BLVD
    PORTLAND,OR97202     		N/A PC General & Unrestricted 5,000
    CATHOLIC RELIEF SERVICES INC
    228 W LEXINGTON ST
    BALTIMORE,MD21201     		N/A PC General & Unrestricted 1,000
    CHILDREN OF THE NIGHT
    3450 CAHUENGA BLVD W UNIT 602
    LOS ANGELES,CA90068     		N/A PC General & Unrestricted 500
    CLASSROOM LAW PROJECT
    620 SW MAIN ST STE 102
    PORTLAND,OR97205     		N/A PC General & Unrestricted 250
    COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE I
    PO BOX 1870
    MERRIFIELD,VA22116     		N/A PC General & Unrestricted 1,000
    DOWNTOWN WOMENS CENTER
    442 S SAN PEDRO ST
    LOS ANGELES,CA90013     		N/A PC General & Unrestricted 1,000
    EAA AVIATION FOUNDATION INC
    PO BOX 3086
    OSHKOSH,WI54903     		N/A PC Project 21 25,000
    EQUAL JUSTICE INITIATIVE
    122 COMMERCE ST
    MONTGOMERY,AL36104     		N/A PC General & Unrestricted 5,000
    EVERGREEN AVIATION AND SPACE MUSEUM AND THE CAPTAI
    500 NE CAPT MICHAEL KING SMITH
    MCMINNVILLE,OR97128     		N/A PC General & Unrestricted 1,500
    EXPERIMENTAL AIRCRAFT ASSOCIATION INC PORTLAND CHA
    24401 S SKYLANE DR
    CANBY,OR97013     		N/A PC General & Unrestricted 5,000
    FEED THE CHILDREN INC
    333 N MERIDIAN AVE
    OKLAHOMA CITY,OK73107     		N/A PC General & Unrestricted 1,000
    FEED THE MASS
    24 NW 2ND AVE STE 200
    PORTLAND,OR97209     		N/A PC General & Unrestricted 500
    FOOD FOR THE POOR INC
    6401 LYONS RD
    COCONUT CREEK,FL33073     		N/A PC General & Unrestricted 2,000
    FORA HEALTH INC
    10230 SE CHERRY BLOSSOM DR
    PORTLAND,OR97216     		N/A PC capital campaign 30,000
    FRANK LENTZ FOUNDATION LTD
    8044 KARLOV AVE
    SKOKIE,IL60076     		N/A PC General & Unrestricted 1,500
    FRIENDS OF HOPEWELL HOUSE
    6171 SW CAPITOL HWY
    PORTLAND,OR97239     		N/A PC General & Unrestricted 500
    FRIENDS OF THE CHILDREN-PORTLAND
    44 NE MORRIS ST
    PORTLAND,OR97212     		N/A PC General & Unrestricted 500
    FRIENDS OF THE NORTH PLAINS PUBLIC LIBRARY
    PO BOX 525
    NORTH PLAINS,OR97133     		N/A PC General & Unrestricted 500
    GLSEN INC
    110 WILLIAM ST 30TH FL
    NEW YORK,NY10038     		N/A PC General & Unrestricted 250
    GRAYS HARBOR HISTORICAL SEAPORT AUTHORITY
    PO POX 2019
    ABERDEEN,WA98520     		N/A PC General & Unrestricted 1,000
    HABITAT FOR HUMANITY INTERNATIONAL INC
    3731 PACIFIC AVE
    FOREST GROVE,OR97116     		N/A PC General & Unrestricted 1,000
    HIAS INC
    411 5TH AVE 10TH FL
    NEW YORK,NY10016     		N/A PC General & Unrestricted 1,500
    HOWARDS HEART
    3901 SE 146TH AVE
    PORTLAND,OR97236     		N/A PC General & Unrestricted 500
    INTERNATIONAL RESCUE COMMITTEE INC
    PO BOX 6068
    ALBERT LEA,MN56007     		N/A PC General & Unrestricted 1,500
    IRCO
    10301 NE GLISAN ST
    PORTLAND,OR97220     		N/A PC General & Unrestricted 500
    LATINO NETWORK
    410 NE 18TH AVE
    PORTLAND,OR97232     		N/A PC General & Unrestricted 250
    LIFEWORKS NW
    5415 SW WESTGATE DR
    PORTLAND,OR97221     		N/A PC General & Unrestricted 1,000
    LOS ANGELES REGIONAL FOOD BANK
    1734 E 41ST ST
    VERNON,CA90058     		N/A PC General & Unrestricted 500
    MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT
    PO BOX 5030
    HAGERSTOWN,MD21741     		N/A PC General & Unrestricted 5,000
    MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH
    GRAND CENTRAL STA PO BOX 4777
    NEW YORK,NY10163     		N/A PC General & Unrestricted 1,000
    NATIVE AMERICAN YOUTH AND FAMILY CENTER
    5135 NE COLUMBIA BLVD
    PORTLAND,OR97218     		N/A PC General & Unrestricted 500
    NEW AVENUES FOR YOUTH INC
    1220 SW COLUMBIA ST
    PORTLAND,OR97201     		N/A PC General & Unrestricted 250
    NORTH BY NORTHEAST COMMUNITY HEALTH CENTER
    714 NE ALBERTA ST
    PORTLAND,OR97211     		N/A PC General & Unrestricted 1,000
    OREGON AVIATION HISTORICAL SOCIETY INC
    2475 JIM WRIGHT WAY
    COTTAGE GROVE,OR97424     		N/A PC Museum Building Fund 16,000
    OREGON FOOD BANK INC
    7900 NE 33RD DR
    PORTLAND,OR97211     		N/A PC General & Unrestricted 1,000
    OREGON TRAIL OF HOPE
    1616 NW 13TH AVE
    PORTLAND,OR97209     		N/A PC General & Unrestricted 500
    PEACEKEEPER SOCIETY
    PO BOX 10057
    YAKIMA,WA98909     		N/A PC General & Unrestricted 1,000
    PEOPLE ASSISTING THE HOMELESS
    340 N MADISON AVE
    LOS ANGELES,CA90004     		N/A PC General & Unrestricted 1,500
    PORT TOWNSEND AERO MUSEUM
    105 AIRPORT RD
    PORT TOWNSEND,WA98368     		N/A PC General & Unrestricted 2,000
    PORTLAND RESCUE MISSION
    PO BOX 3713
    PORTLAND,OR97208     		N/A PC General & Unrestricted 500
    PORTLAND STREET MEDICINE
    2717 NE BROADWAY ST
    PORTLAND,OR97232     		N/A PC General & Unrestricted 500
    PORTLANDS SINGING CHRISTMAS TREE INC
    PO BOX 20296
    PORTLAND,OR97294     		N/A PC General & Unrestricted 500
    PROVIDENCE ST VINCENT MEDICAL FOUNDATION
    9205 SW BARNES RD STE 2111
    PORTLAND,OR97225     		N/A PC General & Unrestricted 6,000
    PUEBLO UNIDO PDX
    3439 SE HAWTHORNE BLVD PMB 327
    PORTLAND,OR97214     		N/A PC General & Unrestricted 250
    RAPE ABUSE AND INCEST NATIONAL NETWORK INC
    1220 L ST NW SUITE 500
    WASHINGTON,DC20005     		N/A PC General & Unrestricted 1,000
    RAPHAEL HOUSE OF PORTLAND
    4110 SE HAWTHORNE BLVD 503
    PORTLAND,OR97214     		N/A PC General & Unrestricted 5,000
    RECREATIONAL AVIATION FOUNDATION
    1711 W COLLEGE ST
    BOZEMAN,MT59715     		N/A PC General & Unrestricted 750
    ROSE HAVEN CIC
    PO BOX 10405
    PORTLAND,OR97296     		N/A PC General & Unrestricted 500
    SALVATION ARMY - CASCADE DIVISION
    8495 SE MONTEREY AVE
    HAPPY VALLEY,OR97086     		N/A PC General & Unrestricted 1,500
    SAVE THE CHILDREN FEDERATION INC
    501 KINGS HWY EAST STE 400
    FAIRFIELD,CT06825     		N/A PC General & Unrestricted 2,000
    SEEDING JUSTICE
    909 NE ONEONTA ST APT 205
    PORTLAND,OR97211     		N/A PC The Chush Fund 1,000
    SEXUAL ASSAULT RESOURCE CENTER
    4900 SW GRIFFITH DR STE 100
    BEAVERTON,OR97005     		N/A PC General & Unrestricted 250
    SNOW CAP COMMUNITY CHARITIES
    PO BOX 160
    FAIRVIEW,OR97024     		N/A PC General & Unrestricted 250
    SOARING SOCIETY OF AMERICA INC
    5425 JACK GOMEZ BLVD
    HOBBS,NM88240     		N/A PC Eagle Fund Drive 2,000
    SOUTHERN CALIFORNIA SOARING ACADEMY INC
    24307 MAGIC MOUNTAIN PKWY 513
    VALENCIA,CA91355     		N/A PC General & Unrestricted 1,000
    ST ANDRE BESSETTE CATHOLIC CHURCH PORTLAND OREGON
    601 W BURNSIDE ST
    PORTLAND,OR97209     		N/A PC General & Unrestricted 5,000
    ST ANDREW LEGAL CLINIC
    807 NE ALBERTA ST
    PORTLAND,OR97211     		N/A PC General & Unrestricted 1,000
    ST EDWARD CHURCH
    PO BOX 507
    NORTH PLAINS,OR97133     		N/A PC General & Unrestricted 4,000
    ST JUDE CHILDRENS RESEARCH HOSPITAL INC
    501 ST JUDE PL
    MEMPHIS,TN38105     		N/A PC General & Unrestricted 2,000
    STREET ROOTS
    211 NW DAVIS ST
    PORTLAND,OR97209     		N/A PC General & Unrestricted 250
    SUSAN G KOMEN BREAST CANCER FOUNDATION
    1500 SW 1ST AVE STE 270
    PORTLAND,OR97201     		N/A PC General & Unrestricted 3,000
    TEAM KELSEY FOUNDATION INC
    PO BOX 564
    ALTOONA,IA50009     		N/A PC General & Unrestricted 1,000
    THE CARTER CENTER INC
    453 FREEDOM PKWY NE ONE COPENHILL
    ATLANTA,GA30307     		N/A PC General & Unrestricted 1,000
    THE TREVOR PROJECT INC
    PO BOX 69232
    WEST HOLLYWOOD,CA90069     		N/A PC General & Unrestricted 1,000
    UNIVERSITY OF PORTLAND
    5000 N WILLAMETTE BLVD
    PORTLAND,OR97203     		N/A PC General & Unrestricted 1,000
    VISITATION CATHOLIC CHURCH
    4285 NW VISITATION RD
    FOREST GROVE,OR97116     		N/A PC School building fund 10,000
    VOZ WORKERS RIGHTS EDUCATION PROJECT
    330 SE 11TH AVE
    PORTLAND,OR97214     		N/A PC General & Unrestricted 250
    WESTERN ANTIQUE AEROPLANE ANDAUTOMOBILE MUSEUM
    1600 AIR MUSEUM RD
    HOOD RIVER,OR97031     		N/A PC General & Unrestricted 1,500
    WINGS OVER THE ROCKIES AIR & SPACE MUSEUM
    7711 E ACADEMY BLVD
    DENVER,CO80230     		N/A PC General & Unrestricted 3,000
    WISDOM OF THE ELDERS INCORPORATED
    3917 NE SHAVER ST
    PORTLAND,OR97212     		N/A PC General & Unrestricted 250
    YOUTH RIGHTS & JUSTICE
    1785 NE SANDY BLVD STE 300
    PORTLAND,OR97232     		N/A PC General & Unrestricted 250
    Total .................................bullet 3a 200,250
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    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 ...........     		    14 136  
    4 Dividends and interest from securities ....          
    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 ............     		    18 226,226  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aBANK CHARGE REFUND     		    01 47  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   371,585  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    371,585
    (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 (2021)
    Form 990-PF (2021)
    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.
    Bullet Bullet
    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 PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 DepreciationSchedule
    Name:
    Richard and Diane Van Grunsven Family
     
    Foundation
    EIN:
    27-4195377
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    Richard and Diane Van Grunsven Family
     
    Foundation
    EIN:
    27-4195377
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ABBVIE INC - 3.600% - 05/14/20 2,876 3,181
    ALTRIA GROUP INC - 2.450% - 02 3,860 3,802
    AMAZON COM INC - 3.875% - 08/2 2,311 2,354
    AMERICAN EXPRESS - 3.400% - 02 3,142 3,087
    AMGEN INC - 2.450% - 02/21/203 2,060 2,038
    ANTHEM INC NOTE - 4.101% - 03/ 3,019 3,329
    APPLE INC - 2.500% - 02/09/202 4,710 5,205
    ASTRAZENECA PLC NOTE - 3.375% 2,012 2,147
    AT&T INC - 4.350% - 03/01/2029 3,533 3,373
    ATHENE HOLDING - 4.125% - 01/1 2,224 2,189
    BANK NEW YORK - 3.650% - 02/04 5,053 5,263
    BNP PARIBAS - 3.250% - 03/03/2 2,957 3,089
    BOEING CO - 4.875% - 05/01/202 2,238 2,189
    BOSTON PPTYS LTD PARTNERSHIP N 2,077 2,082
    BP CAP MKTS AMER INC - 3.194% 1,092 1,054
    CAPITAL ONE FINANCIAL CO NOTE 3,999 4,211
    CITIGROUP INC NOTE - 4.400% - 2,035 2,179
    CITIGROUP INC NOTE - 4.600% - 2,000 2,207
    COCA COLA CO - 1.450% - 06/01/ 1,989 1,990
    COOPERATIEVE RABOBANK - 3.875% 2,081 2,007
    CSX CORP - 0.000% - 11/01/2026 2,952 3,129
    CVS CAREMARK CORP NOTE - 4.300 2,166 2,246
    DEERE JOHN CAP CORP BOND - 2.8 5,104 5,124
    DH EUROPE FIN II - 2.200% - 11 3,006 3,066
    DUKE ENERGY CORP - 3.750% - 04 3,011 3,151
    ENERGY TRANSFER PARTNERS DTD - 2,865 3,179
    ENTERGY CORP - 0.900% - 09/15/ 2,996 2,907
    EQT CORP - 3.000% - 10/01/2022 2,893 3,030
    EXELON CORP - 4.050% - 04/15/2 1,021 1,112
    EXPRESS SCRIPTS NOTE - 4.500% 2,116 2,204
    EXXON MOBIL CORP - 2.992% - 03 3,168 3,154
    GENERAL MLS INC - 4.000% - 04/ 3,068 3,221
    GENERAL MTRS FINL COINC NOTE - 3,097 3,307
    GOLDMAN SACHS GROUP INC - 1.09 2,968 2,925
    INTERNATIONAL BUSINESS MACHINE 4,567 5,767
    JP MORGAN CHASE - 3.797% - 07/ 4,996 5,211
    KINDER MORGAN EP - 4.150% - 02 4,028 4,208
    LOWES COS INC NOTE - 2.625% - 2,035 2,048
    MONDELEZ INTL INC - 2.750% - 0 2,108 2,063
    MORGAN STANLEY - 3.875% - 04/2 4,959 5,301
    NEXTERA ENERGY CAP - 2.250% - 3,070 2,985
    NVIDIA CORP - 2.850% - 04/01/2 3,157 3,186
    ORIX CORPORATION - 2.900% - 07 3,009 3,035
    SANTANDER HLDGS USA INC - 3.50 3,083 3,128
    SHELL INTL FIN NT - 6.375% - 1 2,330 2,919
    SIMON PPTY GROUP - 3.500% - 09 3,270 3,199
    STARBUCKS CORP - 3.800% - 08/1 2,983 3,238
    SUNTRUST BK - 2.800% - 05/17/2 3,047 3,022
    T MOBILE USA - 3.750% - 04/15/ 2,224 2,167
    VERIZON COMMUNICATIONS INC - 4 2,845 3,499
    VIACOMCBS INC - 4.750% - 05/15 3,205 3,291
    VMWARE INC - 2.950% - 08/21/20 2,999 3,035
    VODAFONE GROUP PLC - 4.125% - 2,004 2,162
    WALMART INC - 2.650% - 09/22/2 2,064 2,053
    WELLS FARGO - 3.000% - 02/19/2 4,053 4,178
    WESTPAC BKG CORP NOTE - 2.350% 2,119 2,066

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    Richard and Diane Van Grunsven Family
     
    Foundation
    EIN:
    27-4195377
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABB LTD 31,805 44,010
    ACCENTURE PLC 56,080 97,419
    ADOBE SYSTEMS, INC 98,217 115,113
    ADVANCED MICRO DEVICES INC 39,672 99,867
    AIR PRODS & CHEM INC 5,815 8,215
    ALLIANZGI NFJ DIVIDEND INT & P 15,553 19,802
    ALPHABET INC CL A 37,603 112,985
    ALPINE GLOBAL PREMIER PROP FD 15,000 21,012
    AMAZON COM 79,882 113,368
    AMGEN INC 5,376 6,074
    AON PLC CL A 44,095 74,539
    APPLE INC 78,550 154,486
    APPLIED MATERIALS INC 25,289 27,853
    ASML HOLDING NV NY REG SHS 11,878 33,438
    ASTRAZENECA 31,599 32,970
    ATLASSIAN CORP PLC 6,745 19,065
    BANK OF NOVA SCOTIA 25,791 39,788
    BARCLAYS PLC ADR 21,364 21,921
    BLACKROCK CREDIT STRATEGIES IN 45,083 44,452
    BLACKROCK INC 28,431 50,356
    BLACKROCK MULTI-ASSET INCOME I 45,273 47,670
    BLACKROCK TOTAL RETURN FUND IN 36,186 36,332
    BOSTON SCIENTIFIC 12,280 15,972
    BRISTOL-MYERS SQUIBB CO 15,294 14,777
    BROADCOM INC 21,364 45,248
    CANADIAN PACIFIC RAILWAY LTD 18,196 18,704
    CARLYLE GROUP 37,262 46,061
    CHARLES RIV LABORATORIES INTL 48,930 67,067
    CHEVRON CORP 12,518 17,133
    CHUBB LIMITED 29,564 39,822
    CIGNA CORPORATION 33,616 39,037
    CITIGROUP INC 51,239 53,022
    COLGATE-PALMOLIVE COMPANY 17,081 18,348
    COMCAST CORP 55,703 60,195
    CONOCOPHILLIPS 9,001 16,385
    CROWN CASTLE INTL 10,014 16,908
    CSX CORP 5,861 9,851
    D R HORTON 47,102 66,263
    DANAHER CORP 10,022 21,386
    DEERE CO 26,206 25,717
    DIAGEO PLC ADS 43,788 68,243
    DOMINION ENERGY INC 20,662 20,818
    DU PONT DE NEMOURS 11,575 12,117
    DUKE ENERGY CO 30,082 35,246
    EATON CORP PLC 34,591 56,512
    EATON VANCE TX-MAN GLOBAL BUY- 15,036 18,743
    ELI LILLY & CO 4,729 9,944
    EMERSON ELECTRIC CO 14,641 18,594
    ENTERGY CORP 24,273 24,107
    EPAM SYSTEMS INC 20,410 56,818
    EQUINOR ASA 36,673 44,445
    EXXON MOBIL CORP 21,307 20,805
    FEDEX CORPORATION 54,964 52,504
    FIDELITY NATIONAL INFORMATION 13,682 13,207
    FIFTH THIRD BANCORP 14,463 27,698
    FT-PREFERRED SECUR & INC ETF 26,373 27,635
    GABELLI DIVIDEND & INCOME TRUS 14,711 20,250
    GENERAL ELECTRIC CO 19,274 18,516
    GOLDMAN SACHS INCOME BUILDER F 32,463 37,340
    GOLDMAN SACHS U S EQUITY DIVID 31,010 40,357
    HDFC BANK LTD ADR 36,426 38,261
    HEWLETT PACKARD ENTERPRISE CO 16,307 17,631
    HOME DEPOT INC 19,509 32,786
    HONEYWELL INTL 27,585 32,945
    HORIZON THERAPEUTICS PUBLIC OR 31,918 56,682
    ILLINOIS TOOL WORKS 20,696 29,863
    INTEL CORP 14,638 14,214
    ISHARES CORE DIVIDEND GROWTH 26,913 39,906
    ISHARES IBOXX $ INVESTMENT GRA 17,456 19,745
    ISHARES MSCI-JAPAN 29,238 32,074
    JOHNSON & JOHNSON 55,104 67,231
    JP MORGAN CHASE 52,469 77,433
    KIMBERLY CLARK CORP 16,466 18,294
    KINDER MORGAN INC 17,885 18,651
    KKR & CO INC 9,308 11,250
    LAM RESEARCH CORP 36,919 40,992
    LINDE PLC COM 28,770 51,965
    LOCKHEED MARTIN CORP 13,265 13,506
    LOWES COMPANIES INC 55,991 80,387
    LULULEMON ATHLETICA INC 77,383 119,001
    MAGNA INTERNATIONAL INC 36,740 32,295
    MARRIOTT INTERNATIONAL INC. CL 7,072 7,766
    MARSH AND MCLENNAN COMPANIES I 15,302 25,552
    MARVELL TECHNOLOGY, INC 47,444 90,640
    MASTERCARD INC 55,427 76,176
    MCDONALD'S CORP 4,587 9,114
    MCKESSON CORP 13,490 21,377
    MEDTRONIC PLC 80,870 78,519
    MERCADOLIBRE, INC 38,996 31,013
    MERCK & CO INC 21,755 21,689
    META PLATFORMS INC 55,092 83,415
    MICROSOFT CORP 63,717 119,057
    MORGAN STANLEY 63,883 77,939
    NASDAQ OMX GROUP 13,207 28,351
    NATIONAL GRID TRANSCO PLC 14,857 19,309
    NESTLE S.A 24,897 36,496
    NETFLIX INC 50,455 100,005
    NORTHROP GRUMMAN CORP 27,515 36,385
    NOVO NORDISK A S 15,396 29,008
    NUTRIEN LTD 66,913 83,472
    NVIDIA CORP 77,231 198,819
    NXP SEMICONDUCTORS 12,355 19,361
    ORION OFFICE REIT ORD SHS 846 765
    PEPSICO INC 19,228 24,146
    PIONEER NAT RES CO 3,947 8,185
    PIONEER STRATEGIC INCOME FD 36,104 36,577
    PNC FINANCIAL GROUP INC 12,142 18,849
    PPG INDUSTRIES INC 12,868 15,864
    PROCTER GAMBLE CO 7,250 9,324
    PROGRESSIVE CORP OHIO 31,320 33,669
    REALTY INCOME CORP 29,992 29,495
    RELX PLC 12,065 16,762
    RYANAIR HOLDINGS PLC-ADR COM 25,335 24,866
    SANOFI-AVENTIS SPONSORED ADR 14,841 15,180
    SEA LTD 11,910 23,713
    SEAGATE TECHNOLOGY HOLDINGS PL 17,227 26,550
    SERVICE NOW 78,176 126,576
    SK TELECOM ADS ADS 36,061 22,136
    SONY GROUP CORP 31,817 69,267
    SOUTHERN CO 31,589 36,759
    SPDR BARCLAYS CAPITAL EMERGING 15,461 14,175
    SPDR PORTFOLIO LONG TERM CORPO 15,651 15,142
    SPDR S&P GLOBAL DIVIDEND 14,749 17,363
    SPDR SER TR BARCLAYS CAP CONV 13,244 17,090
    SPOTIFY TECHNOLOGY SA 22,287 17,552
    STANLEY BLACK & DECKER INC 25,361 28,104
    SVB FINANCIAL GROUP 51,788 71,893
    SYNCHRONY FINANCIAL 20,483 19,577
    TAIWAN SEMICONDUCTOR MFG CO LT 26,640 61,238
    TARGET CORPORATION 4,292 8,795
    TCW GALILEO TOTAL RETURN BOND 45,043 43,643
    TELEDYNE TECH INC 25,534 24,466
    TEMPUR PEDIC INTERNATIONAL INC 54,425 67,911
    TEXAS INSTRUMENTS INC 39,132 55,410
    THERMO FISHER SCIENTIFIC INC 21,775 37,365
    THOMSON REUTERS CORPORATION 21,344 32,178
    TOTAL FINA ELF S.A 21,890 23,840
    TOYOTA MTR CORP 32,112 40,766
    TRANE TECHNOLOGIES PLC 10,514 15,152
    TRUIST FINANCIAL CORPORATION 16,917 22,308
    UNION PACIFIC 25,009 37,790
    UNITED PARCEL SERVICE 11,134 20,791
    UNITEDHEALTH GROUP INC 28,074 34,648
    UPSTART HOLDINGS ORD SHS 37,547 46,903
    VERIZON COMMUNICATIONS 19,149 17,459
    VICI PROPERTIES INC 21,468 23,185
    VIRTUS INVESTMENT PTNRS, INC 32,899 39,217
    WAL-MART STORES INC 6,059 8,247
    WILLIAMS COS 14,284 13,332
    WIX COM LTD 22,473 22,248
    YANDEX N V 11,886 14,641

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    Richard and Diane Van Grunsven Family
     
    Foundation
    EIN:
    27-4195377
    US Government Securities - End of Year Book Value:

    135,065
    US Government Securities - End of Year Fair Market Value:

    147,086
    State & Local Government Securities - End of Year Book Value:


    3,015
    State & Local Government Securities - End of Year Fair Market Value:


    3,173


    TY 2021 InvestmentsOtherSchedule2
    Name:
    Richard and Diane Van Grunsven Family
     
    Foundation
    EIN:
    27-4195377
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BLACKSTONE REAL ESTATE INC TRU   252,500 305,699

    TY 2021 OtherExpensesSchedule
    Name:
    Richard and Diane Van Grunsven Family
     
    Foundation
    EIN:
    27-4195377
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 29,702     29,702
    STATE OR LOCAL FILING FEES 25     25


    TY 2021 OtherIncomeSchedule2
    Name:
    Richard and Diane Van Grunsven Family
     
    Foundation
    EIN:
    27-4195377
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Bank Charge Refund 47 47  


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    Richard and Diane Van Grunsven Family
     
    Foundation
    EIN:
    27-4195377
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 54,603 54,603    


    TY 2021 ReasonableCauseExplanation
    Name:
    Richard and Diane Van Grunsven Family
     
    Foundation
    EIN:
    27-4195377
    Explanation:
    The Foundation's tax preparer is located in Nassau County, NY, which, per IRS release NY-2021-01 announced on September 9, 2021, is included in the list of localities that constitute a covered disaster area for purposes of Treas. Reg. Sec. 301.7508A-1(d)(2) and are entitled to tax relief due to Hurricane Ida. Additional time was needed to calculate and transmit the tax payment. Therefore, Form 2220 indicates that the Q3 or Q4 estimated tax payment made on or before the extended deadline of February 15, 2022 was, in fact, made timely on the original due date of such payment. We respectfully request that no late payment penalties be assessed in connection with such payment(s) per Treas. Reg. Sec. 301.7508A-1(c)(1).

    TY 2021 TaxesSchedule
    Name:
    Richard and Diane Van Grunsven Family
     
    Foundation
    EIN:
    27-4195377
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2021 5,600      
    990-PF Extension for 2020 5,180      
    Foreign Tax Paid 3,311 3,311