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
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$6,287,778J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 3,207 3,207  
4 Dividends and interest from securities... 152,617 152,617  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 21,834
b Gross sales price for all assets on line 6a 911,828
7 Capital gain net income (from Part IV, line 2)... 46,039
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 177,658 201,863  
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
List of Attached Documents:
// Content
47,188 47,188    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
10,140 1,440    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
29,616 424   29,192
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 86,944 49,052   29,192
25 Contributions, gifts, grants paid....... 252,750 252,750
26 Total expenses and disbursements. Add lines 24 and 25 339,694 49,052   281,942
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -162,036
b Net investment income (if negative, enter -0-) 152,811
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......... 232,706 158,760 158,760
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)....... 4,349,303 Click to see attachment
List of Attached Documents:
// Content
4,194,150 		4,390,228
c Investments—corporate bonds (attach schedule)....... 1,442,615 Click to see attachment
List of Attached Documents:
// Content
1,509,678 		1,432,569
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).......... 252,500 Click to see attachment
List of Attached Documents:
// Content
252,500 		306,221
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,277,124 6,115,088 6,287,778
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...........    
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 6,277,124 6,115,088
29 Total net assets or fund balances (see instructions)..... 6,277,124 6,115,088
30 Total liabilities and net assets/fund balances (see instructions). 6,277,124 6,115,088
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
6,277,124
2
Enter amount from Part I, line 27a .....................
2
-162,036
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
6,115,088
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,115,088
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
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 911,828   865,789 46,039
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       46,039
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 46,039
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 2,124
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 2,124
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 2,124
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,939
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 300
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,239
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 115
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow115 Refundedright arrow 11  
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 arrowDE
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 arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow55 WALLS DRIVE FL 3FairfieldCT ZIP+4right arrow06824
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
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...................right arrow  
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
 
Total number of others receiving over $50,000 for professional services.............right arrow  
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 arrow  
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
5,616,520
b
Average of monthly cash balances.......................
1b
219,414
c
Fair market value of all other assets (see instructions)................
1c
306,221
d
Total (add lines 1a, b, and c).........................
1d
6,142,155
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
6,142,155
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
92,132
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,050,023
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
302,501
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
302,501
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,124
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,124
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
300,377
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
300,377
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
300,377
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
281,942
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
281,942
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 7 300,377
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 272,129
b Total for prior years:2021, 2020, 2019  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 281,942
a Applied to 2022, but not more than line 2a 272,129
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 2023 distributable amount..... 9,813
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023.    
(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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		290,564
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 0
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).)
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 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

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 Charitable Event 5,000

ALBINA VISION INC

PO BOX 5124
PORTLAND,OR97208 		N/A PC General & Unrestricted 1,000

ALK POSITIVE INCORPORATED

6595 ROSWELL RD - STE G2310
ATLANTA,GA30328 		N/A PC General & Unrestricted 5,000

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 Building Pathways Home Fund 10,000

BLANCHET HOUSE OF HOSPITALITY

310 NW GLISAN ST
PORTLAND,OR97209 		N/A PC General & Unrestricted 500

CALL TO SAFETY

PO BOX 42610
PORTLAND,OR97242 		N/A PC General & Unrestricted 500

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

DOWNTOWN WOMENS CENTER

442 S SAN PEDRO ST
LOS ANGELES,CA90013 		N/A PC General & Unrestricted 500

EAA AVIATION FOUNDATION INC

3000 POBEREZNY RD
OSHKOSH,WI54902 		N/A PC to support Chapter Teen Aircraft Building Activities 30,000

ELEVATED ACCESS INC

PO BOX 6806
CHAMPAIGN,IL61826 		N/A PC General & Unrestricted 1,000

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 CAPTAIN MICHAEL KING SMITH W
MCMINNVILLE,OR97128 		N/A PC General & Unrestricted 1,500

FEED THE CHILDREN INC

333 N MERIDIAN AVE
OKLAHOMA CITY,OK73107 		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 General & Unrestricted 10,000

FORA HEALTH INC

10230 SE CHERRY BLOSSOM DR
PORTLAND,OR97216 		N/A PC Capital Campaign Fund 30,000

FRANK LENTZ FOUNDATION LTD

8044 KARLOV AVE
SKOKIE,IL60076 		N/A PC General & Unrestricted 1,500

GRAYS HARBOR HISTORICAL SEAPORT AUTHORITY

500 N CUSTER ST
ABERDEEN,WA98520 		N/A PC General & Unrestricted 500

HABITAT FOR HUMANITY INTERNATIONAL INC

3731 PACIFIC AVE
FOREST GROVE,OR97116 		N/A PC General & Unrestricted 1,500

HAZELDEN BETTY FORD FOUNDATION

PO BOX 64348
SAINT PAUL,MN55164 		N/A PC children's Program fund 1,000

HAZELDEN BETTY FORD FOUNDATION

PO BOX 64348
SAINT PAUL,MN55164 		N/A PC to support Patient aid at the Newberg location 1,000

HIAS INC

PO BOX 97077
WASHINGTON,DC20090 		N/A PC General & Unrestricted 1,000

HOWARDS HEART

3901 SE 146TH AVE
PORTLAND,OR97236 		N/A PC General & Unrestricted 500

HYGIENE4ALL

1327 SE TACOMA ST 118
PORTLAND,OR97202 		N/A PC General & Unrestricted 500

INTERNATIONAL RESCUE COMMITTEE INC

PO BOX 6068
ALBERT LEA,MN56007 		N/A PC General & Unrestricted 4,500

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 500

LIFEWORKS NW

5415 SW WESTGATE DR STE 100
PORTLAND,OR97221 		N/A PC General & Unrestricted 1,500

LOS ANGELES REGIONAL FOOD BANK

1734 E 41ST ST
VERNON,CA90058 		N/A PC General & Unrestricted 500

MARILLAC ST VINCENT FAMILY SERVICES INC

PO BOX 14699
CHICAGO,IL60614 		N/A PC General & Unrestricted 1,000

MEALS ON WHEELS PEOPLE INC

7710 SW 31ST AVE
PORTLAND,OR97219 		N/A PC General & Unrestricted 500

MEDECINS SANS FRONTIERES USA INC

PO BOX 5030
HAGERSTOWN,MD21741 		N/A PC General & Unrestricted 5,000

MEMORIAL SLOAN-KETTERING CANCER CENTER

1275 YORK AVE
NEW YORK,NY10065 		N/A PC General & Unrestricted 500

MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH

GRAND CENTRAL STA PO BOX 4777
NEW YORK,NY10163 		N/A PC General & Unrestricted 1,000

NATIONAL INDIAN CHILD WELFARE ASSOCIATION

5100 S MACADAM AVE STE 300
PORTLAND,OR97239 		N/A PC General & Unrestricted 1,000

OREGON AVIATION HISTORICAL SOCIETY INC

2475 JIM WRIGHT WAY
COTTAGE GROVE,OR97424 		N/A PC Building expansion fund 5,000

OREGON FOOD BANK INC

7900 NE 33RD DR
PORTLAND,OR97211 		N/A PC General & Unrestricted 500

OVARIAN CANCER ALLIANCE OF OREGON & SW WASHINGTON

16420 SE MCGILLIVRAY BLVD STE 103
VANCOUVER,WA98683 		N/A PC Charitable Event 3,000

PALESTINE CHILDRENS RELIEF FUND

PO BOX 861716
LOS ANGELES,CA90086 		N/A PC General & Unrestricted 3,000

PEOPLE ASSISTING THE HOMELESS

340 N MADISON AVE
LOS ANGELES,CA90004 		N/A PC General & Unrestricted 1,000

PERIOD INC

2175 NW RALEIGH ST STE 110
PORTLAND,OR97210 		N/A PC General & Unrestricted 500

PORT TOWNSEND AERO MUSEUM

105 AIRPORT RD
PORT TOWNSEND,WA98368 		N/A PC General & Unrestricted 2,500

PORTLAND BACKPACK

6600 NE 78TH CT STE C4
PORTLAND,OR97218 		N/A PC General & Unrestricted 1,000

PORTLAND RESCUE MISSION

PO BOX 3713
PORTLAND,OR97208 		N/A PC General & Unrestricted 500

PROVIDENCE ST VINCENT MEDICAL FOUNDATION

9205 SW BARNES RD STE 2111
PORTLAND,OR97225 		N/A PC To support Ruth Spears Breast Cancer Transitions Boutique 5,000

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 500

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

SHADOW PROJECT

PO BOX 3107
PORTLAND,OR97208 		N/A PC General & Unrestricted 500

SNOW CAP COMMUNITY CHARITIES

PO BOX 160
FAIRVIEW,OR97024 		N/A PC General & Unrestricted 500

SOARING SOCIETY OF AMERICA INC

5425 JACK GOMEZ BLVD
HOBBS,NM88240 		N/A PC General & Unrestricted 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 JUDE CHILDRENS RESEARCH HOSPITAL INC

501 ST JUDE PL
MEMPHIS,TN38105 		N/A PC General & Unrestricted 3,000

THE CARTER CENTER INC

453 FREEDOM PKWY NE ONE COPENHILL
ATLANTA,GA30307 		N/A PC General & Unrestricted 1,500

THE TREVOR PROJECT INC

PO BOX 69232
WEST HOLLYWOOD,CA90069 		N/A PC General & Unrestricted 1,000

THUMBUDDY SPECIAL INC

PO BOX 145
DOWNERS GROVE,IL60515 		N/A PC General & Unrestricted 1,000

UNITED STATES FUND FOR UNICEF

125 MAIDEN LN 10TH FLR
NEW YORK,NY10038 		N/A PC General & Unrestricted 750

UNIVERSITY OF PORTLAND

5000 N WILLAMETTE BLVD
PORTLAND,OR97203 		N/A PC Shiley-Marcos Pledge Fund 50,000

VISITATION CATHOLIC CHURCH

4285 NW VISITATION RD
FOREST GROVE,OR97116 		N/A PC to the support the construction of new school buildings 10,000

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

WORLD CENTRAL KITCHEN INCORPORATED

200 MASSACHUSETTS AVE NW 7TH FL
WASHINGTON,DC20001 		N/A PC General & Unrestricted 2,000
Total .................................right arrow 3a 252,750
bApproved for future payment
Total ................................. right arrow 3b  
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 ........... 		    14 3,207  
4 Dividends and interest from securities ....     14 152,617  
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 21,834  
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) ..   177,658  
13Total. Add line 12, columns (b), (d), and (e)..................
13
177,658
(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

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

TY 2023 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 2023 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 - 2.950% - 11/21/20 42,362 40,294
APPLE INC - 2.900% - 09/12/202 49,598 46,957
AT&T INC - 1.650% - 02/01/2028 40,160 38,324
BANK AMER CORP BOND - 3.248% - 43,405 40,950
BERKSHIRE HATHAWAY FIN - 2.875 35,079 36,125
BOSTON PPTYS LTD PARTNERSHIP N 41,879 38,973
CAPITAL ONE - 3.200% - 02/05/2 47,276 45,877
CISCO SYSTEMS - 2.500% - 09/20 43,747 41,017
CITIGROUP - 4.658% - 05/24/202 9,669 9,938
CITIGROUP INC NOTE - 1.462% - 28,177 27,465
CVS CAREMARK CORP NOTE - 4.300 2,166 1,968
CVS HEALTH CORP NOTE - 1.875% 37,875 34,622
CVS HEALTH CORP NOTE - 5.125% 13,915 14,236
DISCOVER FINL SVCS - 4.100% - 42,827 39,357
DISNEY WALT CO NOTE - 3.800% - 36,100 33,064
DOW CHEMICAL CO NOTE CALL MAKE 37,520 35,144
DUKE ENERGY CORP - 4.500% - 08 14,107 14,544
EXXON MOBIL - 3.043% - 03/01/2 42,084 39,839
FIFTH THIRD BANCORP - 3.950% - 51,654 47,974
FISERV INC NOTE - 2.650% - 06/ 39,468 36,980
GOLDMAN SACHS GROUP INC - 3.50 42,977 41,197
HOME DEPOT INC - 2.125% - 09/1 41,693 39,504
HUNTINGTON BANCSHARES INC - 2. 38,356 34,272
INTERCONTINENTAL EXCHANGE INC 3,903 3,912
JPMORGAN CHASE & CO NOTE - 2.9 28,036 28,243
JPMORGAN CHASE & CO NOTE - 4.9 20,105 20,797
KEYCORP - 2.550% - 10/01/2029 39,567 34,915
MASTERCARD INC - 3.350% - 03/2 40,787 37,258
MCDONALD'S CORP - 3.500% - 03/ 49,389 46,749
MICROSOFT CORP NOTE CALL - 2.8 37,943 36,908
MORGAN STANLEY - 1.512% - 07/2 41,244 40,206
MORGAN STANLEY - 6.296% - 10/1 2,055 2,096
ORACLE CORP - 6.150% - 11/09/2 4,174 4,309
PAYPAL HLDGS INC - 2.850% - 10 31,812 29,301
SCHWAB CHARLES CORP NOTE CALL 39,514 38,514
STATE STR CORP NOTE - 2.354% - 40,041 38,995
TEXAS INSTRUMENTS - 1.375% - 0 31,532 30,778
TRUIST FINL CORP SER G - 4.123 13,345 13,490
TRUIST FINL CORP SER G MTN - 1 38,226 36,632
UNITEDHEALTH GROUP - 2.300% - 41,842 38,195
US BANCORP MTN - 1.375% - 07/2 37,962 34,722
US BANCORP SER BB NOTE - 4.967 13,261 13,294
VERIZON COMMUNICATIONS INC - 2 41,893 40,019
WELLS FARGO CO - 4.150% - 01/2 50,532 46,707
ZOETIS INC - 2.000% - 05/15/20 40,421 37,908

TY 2023 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
ABBVIE INC 19,715 20,456
ACCENTURE PLC 17,008 22,107
ADOBE SYSTEMS, INC 12,687 20,284
ALIGN TECHNOLOGY, INC 17,399 16,166
ALLEGION PLC 12,288 13,809
ALLSTATE CORP 4,974 5,599
ALPHABET INC CL C 24,866 26,918
AMAZON COM 9,959 26,438
AMER INTERNATIONAL GROUP INC 16,839 18,902
AMERICAN ELECTRIC POWER INC 8,855 8,284
AMERICAN EXPRESS CO 11,012 11,615
APPLE INC 23,006 26,569
ASSURANT INC 10,238 10,446
ASTRAZENECA 23,499 26,671
AT&T, INC 5,708 5,051
ATLASSIAN CORP CL A 11,533 17,840
AUTODESK, INC 17,291 19,965
BAE SYSTEMS PLC 13,260 14,455
BAKER HUGHES COMPANY 11,688 14,492
BAXTER INTERNATIONAL INC 19,876 17,049
BLACKROCK STRAT INC OPP PORTFO 597,183 574,675
BP PLC SPONSORED ADR 16,058 17,842
BRITISH AMERICAN TOBACCO PLC 13,914 11,130
CARDINAL HEALTH INC 10,316 14,818
CARLYLE GROUP 4,273 5,371
CARRIER GLOBAL 11,777 14,075
CENCORA INC 3,805 5,340
CHARLES SCHWAB CORP 3,571 3,027
CHEWY INC 13,132 7,207
CIGNA CORPORATION 8,437 10,780
CINTAS CRP 13,768 21,093
CISCO SYSTEMS INC 18,841 17,278
CITIGROUP INC 25,790 26,286
CITIZENS FINANCIAL GROUP, INC 24,829 20,878
COGNIZANT TECHNOLOGY SOLUTIONS 15,532 17,145
COMCAST CORP 16,240 15,698
CONOCOPHILLIPS 4,960 6,384
CONSTELLATION BRANDS INC 4,426 4,835
COSTAR GROUP, INC 15,250 19,138
COSTCO WHOLESALE CORPORATION 21,916 27,063
CROWN CASTLE INTL 3,955 4,492
DBS GROUP HLDGS SPON ADR 9,593 9,822
DOLLAR GENERAL CORP 19,137 13,731
EDWARDS LIFESCIENCES 22,979 17,233
ELEVANCE HEALTH INC 13,517 13,675
ESSILOR INTL ADR 16,531 19,395
EXELON CORPORATION 5,979 5,241
FIDELITY NATIONAL FINANCIAL IN 9,646 10,765
FIDELITY NATIONAL INFORMATION 20,402 14,237
FIRST CITIZENS BANCSHARES INC 11,237 19,866
FORTREA HOLDINGS INC 2,932 2,722
FOX CORP CL A 8,362 5,904
GALLAGHER ARTHUR J & CO 3,908 5,397
GENERAC HOLDING INC 12,061 13,958
GENERAL MOTORS 17,002 15,266
GOLDMAN SACHS GROUP 7,679 9,258
HUMANA INC 6,487 6,409
IDEX CP 7,990 8,467
INT'L FLAVORS & FRAGRANCES INC 2,702 2,510
INTERCONTINENTAL EXCHANGE, INC 25,838 27,741
INTUIT 19,816 28,751
INTUITIVE SURGICAL 22,044 26,314
ISHARE SP SMALL CAP 600 INDEX 113,661 116,910
ISHARES CORE MSCI EMERGING MAR 506,822 464,427
ISHARES MSCI USA MIN VOLATILIT 276,701 294,642
ISHARES S&P 500 INDEX FD 539,293 601,337
ISHARES TR S & P MIDCAP 400 IN 221,098 235,855
JP MORGAN CHASE 10,881 13,778
KON KPN NV SPON ADR REP 1 ORD 14,407 13,947
KONINKLIJKE PHILIPS ELECTRONIC 11,684 10,872
KRAFT HEINZ CO 21,152 20,228
L'AIR LIQUIDE ADR OTC 11,727 16,047
L3HARRIS TECHNOLOGIES 20,341 20,220
LABCORP HLDGS INC (LABORATORY 14,408 15,683
LEAR CORP 3,844 3,954
LEIDOS HOLDINGS INC 17,396 18,834
LULULEMON ATHLETICA INC 15,867 23,519
LVMH MOET HENN UNSP 13,286 15,433
M&T BANK CORP 12,866 10,418
MASTERCARD INC 17,744 23,458
MATCH GROUP INC 22,930 10,804
MEDTRONIC PLC 41,282 32,458
MICRON TECHNOLOGY 10,657 14,593
MICROSOFT CORP 53,119 81,601
MONDELEZ INTERNATIONAL INC 20,631 21,439
NESTLE S.A 21,327 20,351
NEWELL RUBBERMAID INC 7,155 2,838
NOVO NORDISK A S 14,090 24,725
NVIDIA CORP 9,570 29,218
NXP SEMICONDUCTORS 9,864 13,092
ORACLE CORP 18,075 16,342
OTIS WORLDWIDE CORP 17,236 19,683
PAYCHEX 15,290 14,531
PG & E CORP 5,899 6,563
PHILIP MORRIS INTL 20,329 19,192
PPG INDUSTRIES INC 4,134 4,487
PROGRESSIVE CORP OHIO 16,722 19,751
PRUDENTIAL PLC SC 22,568 17,848
PT BANK RAKYAT ADR 6,969 7,969
PUBLIC SVC ENTERPRISE GROUP IN 5,547 5,259
RALPH LAUREN CORP 3,790 4,903
RAYMOND JAMES FINANCIAL INC 7,058 7,805
RAYTHEON TECHNOLOGIES CORP 11,821 11,611
RELX PLC 12,787 18,720
REPUBLIC SVCS INC 13,782 15,502
ROGERS COMM CL B 5,456 4,868
ROSS STORES, INC 4,836 7,058
S&P GLOBAL INC COM 19,549 22,907
SANOFI-AVENTIS SPONSORED ADR 35,571 35,557
SBA COMMUNICATIONS CORP 25,218 23,339
SEALED AIR CORP 16,955 11,759
SEMPRA ENERGY COM 7,501 7,473
SERVICE NOW 18,432 27,553
SHELL ADR EACH REPRESENTING 2 35,697 38,756
SONY GROUP CORP 8,477 9,090
SS&C TECHNOLOGIES INC 19,055 17,966
SUNCOR ENERGY INC 6,100 5,767
SYNCHRONY FINANCIAL 10,134 8,325
TAIWAN SEMICONDUCTOR MFG CO LT 20,013 26,104
TE CONNECTIVITY LTD 10,401 11,240
TELUS CORP 22,126 15,904
THERMO FISHER SCIENTIFIC INC 16,741 18,578
UBER 15,709 21,550
UNILEVER PLC AMER 16,013 15,950
UNION PACIFIC 23,401 26,036
UNITED PARCEL SERVICE 18,450 15,094
UNITEDHEALTH GROUP INC 18,612 18,953
VEEVA SYSTEMS INC 12,993 11,551
VERALTO CORPORATION 11,229 12,504
VERIZON COMMUNICATIONS 16,850 13,044
VISA INC 9,873 11,716
WAL-MART DE MEX V SP/ADR 13,239 14,819
WELLS FARGO & CO 30,542 29,237
WILLIAMS COS 24,215 27,202
WILLIS TOWERS WATSON 7,596 8,442
YANDEX N V 11,886 4,583
ZIMMER BIOMET HOLDINGS 8,475 8,884
ZOETIS INC 17,351 17,763
ZURICH INS GROU ADR 14,128 15,476

TY 2023 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   252,500 306,221

TY 2023 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 29,167     29,167
Bank Charges 424 424    
State or Local Filing Fees 25     25


TY 2023 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 47,188 47,188    


TY 2023 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 2023 1,400      
990-PF Extension for 2022 7,300      
Foreign Tax Paid 1,440 1,440