Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE LANBOURN CHARITABLE FOUNDATION
C/O JUSTIN JASCHKE
Number and street (or P.O. box number if mail is not delivered to street address)7001 E BELLEVIEW AVE 700
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DENVER, CO80237
A Employer identification number

84-1549683
B Telephone number (see instructions)

(303) 770-5700
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,137,472
J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 51,835 51,835  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 31,645
b Gross sales price for all assets on line 6a 753,692
7 Capital gain net income (from Part IV, line 2)... 31,645
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)....... 719 719  
12 Total. Add lines 1 through 11........ 84,199 84,199  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 4,675 1,636   3,039
c Other professional fees (attach schedule).... 12,421 12,421   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 3,073 3,073   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 1,019 0   1,019
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 21,188 17,130   4,058
25 Contributions, gifts, grants paid....... 114,250 114,250
26 Total expenses and disbursements. Add lines 24 and 25 135,438 17,130   118,308
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -51,239
b Net investment income (if negative, enter -0-) 67,069
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 48,521 41,802 41,802
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,733,528 Click to see attachment
List of Attached Documents:
// Content
1,689,008
2,095,670
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,782,049 1,730,810 2,137,472
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 1,782,049 1,730,810
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,782,049 1,730,810
30 Total liabilities and net assets/fund balances (see instructions). 1,782,049 1,730,810
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
1,782,049
2
Enter amount from Part I, line 27a .....................
2
-51,239
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,730,810
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,730,810
Form 990-PF (2023)
Form 990-PF (2023)
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 PUBLICLY TRADED SECURITIES      
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 365,351   375,599 -10,248
b 388,341   346,448 41,893
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       -10,248
b       41,893
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 31,645
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 932
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 932
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 932
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,117
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,117
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 185
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow185 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCO
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowTHE FOUNDATION Telephone no.right arrow (303) 770-5700

Located atright arrow7001 E BELLEVIEW AVE STE 700DENVERCO ZIP+4right arrow80237
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JUSTIN JASCHKE PRESIDENT
0.50
0 0 0
7001 E BELLEVIEW AVE STE 700
DENVER,CO80237
ANN GAIL SECRETARY/TREASURER
0.50
0 0 0
7001 E BELLEVIEW AVE STE 700
DENVER,CO80237
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
1,957,135
b
Average of monthly cash balances.......................
1b
115,300
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,072,435
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,072,435
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
31,087
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,041,348
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
102,067
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
102,067
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
932
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
932
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
101,135
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
101,135
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
101,135
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
118,308
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
118,308
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 101,135
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 20,340
b From 2019...... 14,875
c From 2020...... 18,406
d From 2021...... 10,255
e From 2022...... 18,173
f Total of lines 3a through e ........ 82,049
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 118,308
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions).....
0
c Treated as distributions out of corpus (Election
required—see instructions)........
Click to see attachment
List of Attached Documents:
// Content
0
d Applied to 2023 distributable amount..... 101,135
e Remaining amount distributed out of corpus 17,173
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 99,222
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ...
20,340
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
78,882
10 Analysis of line 9:
a Excess from 2019.... 14,875
b Excess from 2020.... 18,406
c Excess from 2021.... 10,255
d Excess from 2022.... 18,173
e Excess from 2023.... 17,173
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
JUSTIN JASCHKE
ANN GAIL
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
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 (2023)
Form 990-PF (2023)
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

UNIVERSITY OF PUGET SOUND

1500 N WARNER ST 1011
TACOMA,WA98416
    SCHOLARSHIP FUND 75,000

UNIVERSITY OF VIRGINIA

580 MASSIE ROAD
CHARLOTTESVILLE,VA22903
    GENERAL FUND 5,000

STANFORD UNIVERSITY

326 GALVEZ ST
STANFORD,CA94305
    THE STANFORD FUND 500

DENVER SCHOOL OF SCIENCE AND TECHNOLOGY

3401 QUEBEC ST SUITE 2000
DENVER,CO80207
    GENERAL FUND 5,000

MIDDLEBURY

700 EXCHANGE ST
MIDDLEBURY,VT05753
    ALUMNI FUND 2,000

COLGATE UNIVERSITY

13 OAK DRIVE
HAMILTON,NY13346
    THE COLGATE FUND 750

COLORADO PUBLIC RADIIO

7409 S ALTON CT
DENVER,CO80112
    GENERAL OPERATING FUND 1,000

YMCA CAPE COD

100 INDEPENDENCE DR SUITE 2
HYANNIS,MA02601
    YMCA UPPER CAPE CAMPAIGN 10,000

WESTERN RESOURCE ADVOCATES

1536 WYNKOOP ST SUITE 500
DENVER,CO80202
    GENERAL FUND CONTRIBUTION 5,000

YOUTH ADVOCACY FOUNDATION

75 FEDERAL ST 5TH FLOOR
BOSTON,MA02110
    GENERAL FUND CONTRIBUTION 5,000

THE NATURE CONSERVANCY

2424 SPRUCE ST
BOULDER,CO80302
    GENERAL FUND CONTRIBUTION 5,000
Total .................................right arrow 3a 114,250
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ...........
         
4 Dividends and interest from securities ....     14 51,835  
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 .....     14 719  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 31,645  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 84,199 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
84,199
(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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE LANBOURN CHARITABLE FOUNDATION
 
C/O JUSTIN JASCHKE
EIN:
84-1549683
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX AND ACCOUNTING 4,675 1,636   3,039

TY 2023 DistributionFromCorpusElection
Name:
THE LANBOURN CHARITABLE FOUNDATION
 
C/O JUSTIN JASCHKE
EIN:
84-1549683
Election:
PURSUANT TO CODE SECTION 4942(H) AND REGULATION SECTION 53.4942(A)-3(D)(2) THE FOUNDATION HEREBY ELECTS TO TREAT A PORTION OF THE CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS FROM THE TAX YEAR 2009. THE AMOUNT TREATED AS DISTRIBUTIONS OUT OF CORPUS IS $22,220.

TY 2023 InvestmentsCorpStockSchedule
Name:
THE LANBOURN CHARITABLE FOUNDATION
 
C/O JUSTIN JASCHKE
EIN:
84-1549683
Name of Stock End of Year Book Value End of Year Fair Market Value
ABB LTD ZUERICH NAMEN AKT SHS 3,913 7,979
ABBOTT LABS COM 15,399 19,372
ABBVIE INC COM 6,294 6,044
ADIDAS AG ORD SHS 5,533 6,306
ADOBE SYS INC COM 1,789 3,580
AES CORP COM 6,903 6,718
AIA GROUP LTD HONG KONG SHS 20,084 17,648
AIRBUS SE BEARER SHS 21,834 22,695
ALBEMARLE CORP COM 201 144
ALPHABET INC CAP STK CL C 9,905 16,489
ALPHABET INC CL A 14,744 25,703
AMADEUS IT GROUP SA SHS A 12,766 14,404
AMAZON COM INC COM 3,095 3,647
AMERICAN MOVIL SA B DE CV SPONSORED ADR REPSTG 7,109 10,353
AMETEK INC NEW COM 8,399 17,149
ANALOG DEVICES INC COM 5,687 6,552
ANHEUSER BUSCH INBEV SA NV SHS 10,433 13,679
AON PLC REGISTERED SHS CL A 9,750 14,260
APPLE INC COM 16,726 44,667
ARMSTRONG WORLD INDS INC NEW COM 5,378 6,391
ASAHI KASEI CORP SHS 4,055 2,705
ASML HOLDING NV SHS 13,039 35,388
ASTRAZENECA PLC SHS 26,842 37,560
ATS CORPORATION REGISTERED SHS 2,288 2,426
AXON ENTERPRISE INC COM 2,657 4,650
B&M EUROPEAN VALUE RETAIL SA REG SHS 5,058 5,541
BAE SYSTEMS PLC SHS 482 623
BARRICK GOLD CORP COM 1,605 1,501
BEIGENE LTD SPONSORED ADR 9,594 8,116
BP PLC SHS 9,784 11,503
BRISTOL MYERS SQUIBB CO COM 21,768 15,957
BROADCOM INC COM 14,745 52,464
BROOKFIELD ASSET MANAGEMENT LTD CL ALTD VTG SHS 243 283
CANADIAN NATL RY CO COM 2,139 2,513
CAPGEMINI SE SHS 3,745 4,169
CARLSBERGRNATIONAL 13,584 11,923
CARRIER GLOBAL CORP COM 6,065 8,100
CENTERPOINT ENERGY INC COM 5,630 5,514
CHARTER COMMUNICATIONSINC 4,443 4,275
CHEVRON CORP NEW COM 9,969 14,916
CHUBB LTD COM 1,403 3,164
CHURCHILL DOWNS INC COM 2,411 2,834
CME GROUP INC COM 9,732 9,898
CMS ENERGY CORP COM 2,838 3,020
COMCAST CORP NEW CL A 9,400 9,428
CONOCOPHILLIPS COM 5,910 9,750
CONSTELLATION BRANDS INC CL A 3,682 3,868
COSTCO WHOLESALE CORP NEW COM 2,104 4,621
CSX CORP COM 5,228 7,801
CVS HEALTH CORP COM 2,835 3,158
DAIICHI SANKYO COLTD TOKYO SHS 3,097 2,747
DANAHER CORP COM 6,279 11,567
DASSAULT SYSTEMES SE ACT 3,222 3,811
DBS GROUP HLDGS LTD DBSH 5,803 7,651
DELTA AIR LINES INC DEL COM NEW 2,693 2,736
DKSHHOLDING AG ZUERICH NAMEN AKT 0 277
DNB BANK ASA REGISTERED SHS 8,874 10,425
DOLLAR GEN CORP NEW COM 5,022 5,302
DSV AS SHS 2,066 3,338
EDISON INTL COM 5,548 5,862
EDWARDS LIFESCIENCES CORP COM 4,924 4,118
ELECTRONIC ARTS INC COM 4,857 6,704
ENGIE ACT COM STK 13,543 15,542
EPIROC AB REGISTERED SHS 5,905 6,001
EQUINIX INC COM PAR 5,054 7,249
ESSILORLUXOTTICA SA ACT 9,795 12,837
EVERTEC INC COM 5,362 4,831
FEDEX CORP COM 10,243 10,119
FIDELITY NATL INFORMATION SVCS INC COM 8,244 3,424
FUJITSU LTD ORD SHS 13,585 15,092
GALLAGHER ARTHUR J & CO COM 5,474 6,297
GENERAL ELEC CO COM NEW 3,995 6,126
GENERAL MLS INC COM 5,578 5,276
GENMAB A/S SHS 6,965 9,901
GIVAUDAN AG DUEBENDORF ACT NOM SHS 6,185 8,280
GODADDY INC CL A 11,403 17,623
GROUP DANONE SHS 15,381 13,351
HAMAMATSU PHOTONICS KK SHS 8,286 8,229
HDFC BK LTD ADR REPSTG 3 SHS 9,561 10,335
HEICO CORP NEW CL A 3,021 4,273
HEICO CORP NEW COM 2,866 4,114
HENRY JACK & ASSOC INC COM 2,532 2,778
HERMES INTL SA SHS 2,890 8,477
HILTON WORLDWIDE HLDGS INC COM 13,119 22,033
HONEYWELL INTL INC COM 7,220 9,437
HONG KONG EXCHANGES AND CLEARING LTD 4,582 3,432
INDUSTRIA DE DISENO TEXTIL INDITES SA SHS 11,636 19,162
INGERSOLL RAND INC COM 3,403 3,712
INTEL CORP COM 2,199 3,266
ITOCHU CORP SHS 3,800 4,091
ITT INC COM 5,082 6,205
JOHNSON & JOHNSON COM 9,313 8,934
JPMORGAN CHASE & CO COM 17,640 22,964
KERING SA SHS 9,847 7,051
KEURIG DR PEPPER INC COM 6,155 6,098
KEYENCE CORPED SHS 10,175 13,220
KLACORPCOM 3,616 13,951
KONINKLIJKE KPN NV SHS 9,549 10,621
L'AIRLIQUIDE COLTD SHS 12,586 16,924
LAM RESH CORP COM 490 783
LILLY ELI & CO COM 807 4,080
LINCOLN ELEC HLDGS INC COM 1,860 2,392
LINDE PLC NEW SHS 7,793 9,857
LINK REAL ESTATE INVESTMENT TRUST UNITS 9,882 5,554
LONDON STOCK EXCH GROUP PLC LONDON 15,616 19,504
LOREAL SHS 11,012 18,416
LVMH (MOET HENNESSY LOUIS VUITTON) ORD 7,402 9,723
MARSH & MCLENNAN COS INC COM 6,796 12,694
MASTERCARD INC CL A 15,326 18,766
MERCADOLIBRE INC COM 9,680 12,572
META PLATFORMS INC CL A 1,981 3,540
METTLER-TOLEDOINTL INC COM 1,218 1,213
MICROSOFT CORP COM 24,418 49,637
MODERNA INC COM 615 796
MOLINA HEALTHCARE INC COM 275 361
MONDELEZ INTL INC CL A 2,238 2,463
MSCI INC COM 3,336 7,353
MTU AERO ENGINES HOLDINGS AG 4,615 4,529
NATIONAL GRID PLC REGISTERED SHS 2,618 2,967
NESTLE SA CHAM ET VEVEY SHS COM NEW 16,402 18,308
NETFLIX INC COM 3,968 3,895
NICE SYSTEMS LTD SPONS ADR 2,676 2,394
NIKE INC CL B 5,178 5,646
NOKIA OYJ SHS 4,651 2,693
NOMURA RESEARCH INSTITUTE LTD YOKOHAMA 2,439 2,909
NORFOLK SOUTHN CORP COM 2,492 2,600
NORTHROP GRUMMAN CORP COM 13,667 17,789
NOVO NORDISK A/S BEARER AND/OR REGISTERED SHS 14,878 56,491
NTT NIPPON TELEGRAPH & TELEPHON CORP SHS 2,941 3,056
ORIENTAL LAND CO LTD SHS 3,656 3,725
PARTNERS GROUP HLDG ZUG NAMEN AKT 3,058 4,324
PERNOD RICARD ORD SHS 2,924 2,294
PFIZER INC COM 5,256 3,052
PNC FINL SVCS GROUP INC COM 1,790 2,323
RECKITT BENCKISER GROUP PLC SLOUGH SHS 14,726 13,195
RECRUIT HOLDINGS CO LTD 3,380 4,230
REGENERON PHARMACEUTICALS INC COM 7,426 8,783
RELX PLC SHS 4,753 4,955
ROLLS-ROYCE HOLDINGS PLC LONDON SHS 2,478 2,941
ROYAL CARIBBEAN GROUP 3,495 14,244
RTXCORPCOM 6,760 5,806
RYANAIR HLDGS PLC SPONSORED 5,367 8,535
S&P GLOBAL INC COM 5,293 6,167
SAFRAN SA PARIS SHS 38,211 40,508
SALESFORCE INC COM 3,755 4,473
SAP AG SYSTEME ANWENDUNGEN PRODUKTE IN DER DATENVERARBEI TUNG ORD 20,893 23,725
SEMPRA COM 5,411 5,381
SERVICENOW INC COM 2,835 6,358
SHIN ETSU CHEMICAL CO SHS 11,206 20,358
SHOPIFY INC CL A 1,741 3,973
SIKA AG NAMEN-AKT 9,780 12,685
SINGAPORE TELECOMMUNICATIONS LTD SHS BOARD LOT 557 562
STATE STR CORP COM 5,665 6,119
STMICROELECTRONICSNV SHS 4,660 5,742
STRAUMANN HOLDING AG NAMEN-AKT 3,448 5,157
TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR 7,589 14,872
TAKE-TWO INTERACTIVE SOFTWARE INC CDT-COM 4,329 6,599
TC ENERGY CORPORATION REGISTERED SHS 10,584 8,951
TDK CORP SHS 3,980 4,765
TERUMO CORP SHS 2,913 3,279
TEXAS INSTRS INC COM 3,698 3,409
TFI INTERNATIONAL INC REGISTERED SHS 7,289 9,980
TOTALENERGIES SE SHS 18,196 25,038
TRACTOR SUPPLY CO COM 3,589 3,440
TRANSDIGM GROUP INC COM 6,747 12,139
TRIMBLE INC COM 3,199 4,043
UNI CHARM CORP SHS 3,742 3,617
UNICREDIT SPA AZ NOMINATIVA POST RAGGRUPPAMENTO 2,214 3,853
UNILEVER PLC SHS 3,195 2,809
UNITED AIRLS HLDGS INC COM 3,609 3,012
UNITED OVERSEAS BANK LTD SHS 9,185 8,629
UNITEDHEALTH GROUP INC COM 11,882 22,638
VALES A ADR 7,509 7,058
VERALTO CORP COM 1,825 2,386
VISA INC COM CL A 9,893 14,319
WASTE CONNECTIONS INC COM 3,729 4,179
WELLS FARGO & CO NEW COM 3,718 4,134
WOLSPEEED INC COM 2,480 1,088
WORLDLINE SHARE EUR 4,934 1,817
YUM BRANDS INC COM 6,304 7,317
ZOETIS INC COM 11,289 12,040
AMERICAN BOND FUND OF AMERICA 428,198 410,420

TY 2023 OtherExpensesSchedule
Name:
THE LANBOURN CHARITABLE FOUNDATION
 
C/O JUSTIN JASCHKE
EIN:
84-1549683
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 117 0   117
MISCELLANEOUS EXPENSES 902 0   902


TY 2023 OtherIncomeSchedule2
Name:
THE LANBOURN CHARITABLE FOUNDATION
 
C/O JUSTIN JASCHKE
EIN:
84-1549683
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INVESTMENT INCOME 719 719 719


TY 2023 OtherProfessionalFeesSchedule
Name:
THE LANBOURN CHARITABLE FOUNDATION
 
C/O JUSTIN JASCHKE
EIN:
84-1549683
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 12,421 12,421   0


TY 2023 TaxesSchedule
Name:
THE LANBOURN CHARITABLE FOUNDATION
 
C/O JUSTIN JASCHKE
EIN:
84-1549683
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 0 0   0
FOREIGN WITHHOLDING TAXES 3,073 3,073   0