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
JOHN VOS FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)CO GRICE 14409 GREENVIEW DR 201
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAUREL, MD20708
A Employer identification number

26-1587229
B Telephone number (see instructions)

(301) 953-3259
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$17,144,369J 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) 30,500
2 Check right arrow.............
3 Interest on savings and temporary cash investments 727 727  
4 Dividends and interest from securities... 331,287 300,676  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 729,354
b Gross sales price for all assets on line 6a 8,692,263
7 Capital gain net income (from Part IV, line 2)... 729,354
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........ 1,091,868 1,030,757  
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)....... Click to see attachment
List of Attached Documents:
// Content
17,320 0   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
23,796 23,110   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,340 1,340   0
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
288 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 42,744 24,450   0
25 Contributions, gifts, grants paid....... 668,565 668,565
26 Total expenses and disbursements. Add lines 24 and 25 711,309 24,450   668,565
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 380,559
b Net investment income (if negative, enter -0-) 1,006,307
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............. 132,598 476,910 476,910
2 Savings and temporary cash investments......... 203,838 148,043 148,043
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) 940,705 Click to see attachment
List of Attached Documents:
// Content
996,921 		1,025,252
b Investments—corporate stock (attach schedule)....... 1,791,293 Click to see attachment
List of Attached Documents:
// Content
663,751 		655,475
c Investments—corporate bonds (attach schedule)....... 467,685 Click to see attachment
List of Attached Documents:
// Content
467,685 		490,800
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).......... 12,847,392 Click to see attachment
List of Attached Documents:
// Content
14,010,760 		14,347,889
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) 16,383,511 16,764,070 17,144,369
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 16,383,511 16,764,070
29 Total net assets or fund balances (see instructions)..... 16,383,511 16,764,070
30 Total liabilities and net assets/fund balances (see instructions). 16,383,511 16,764,070
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
16,383,511
2
Enter amount from Part I, line 27a .....................
2
380,559
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
16,764,070
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
16,764,070
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 1028.15 CLIFFWATER CORP. P 2022-06-01 2023-05-15
b 497 ISHARES TR 0-3 MNTH TREAS P 2023-05-18 2023-05-24
c 6770.779 JPMORGAN EQUITY PREM P 2023-12-01 2023-11-09
d 1775.148 MANNING & NAPIER P 2022-07-28 2023-05-24
e 11,301.081 CLIFFWATER CORP. P 2022-01-01 2023-05-15
0.255 GE HEALTHCARE IN LIEU P 2016-10-21 2023-01-06
0.412 GE HEALTHCARE IN LIEU P 2020-09-16 2023-01-06
200 GE COM NEW P 2020-09-16 2023-05-10
434 INTEL CORP P 2020-09-16 2023-05-10
3225.806 JPMORGAN INC. BUILDER P 2016-09-06 2023-05-24
10,360.312 JPMORGAN EQUITY INC P 2022-01-01 2023-11-09
720 PARAMOUNT GLOBAL P 2020-09-16 2023-05-24
558 PIMCO DYNAMIC P 2020-03-06 2023-05-24
473.784 TRP CAPITAL APPREC P 2019-09-25 2023-05-24
292 WARNER BROS DISCOVERY P 2018-08-20 2023-05-10
BOA PUBLICLY TRADED SECURITIES P 2023-01-01 2023-12-31
BOA PUBLICLY TRADED SECURITIES P 2022-01-01 2023-12-31
22,350SH FIDELITY GOVT PORT P 2023-01-01 2023-12-31
WF PUBLICLY TRADED SECURITIES P 2022-01-01 2023-12-31
100,000 MARYLAND ST HEALTH P 2022-01-01 2023-12-31
MS PUBLICLY TRADED SECURITIES P 2023-09-12 2023-09-25
291 SH THE FINANCIAL SEL SPDR P 2022-02-15 2023-08-15
CAPITAL GAINS DIVIDENDS P    
(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 10,845   10,806 39
b 49,943   49,923 20
c 89,916   94,280 -4,364
d 15,000   15,282 -282
e 119,208   118,779 429
15   39 -24
24   14 10
19,949   32,117 -12,168
12,999   22,001 -9,002
29,980   33,107 -3,127
137,585   144,263 -6,678
10,422   21,985 -11,563
9,983   16,070 -6,087
14,980   14,992 -12
3,898   9,344 -5,446
45,037   44,430 607
2,135,751   1,950,482 185,269
22,350   22,350 0
5,834,356   5,250,000 584,356
100,000   100,000 0
915   932 -17
9,974   11,713 -1,739
19,133     19,133
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       39
b       20
c       -4,364
d       -282
e       429
      -24
      10
      -12,168
      -9,002
      -3,127
      -6,678
      -11,563
      -6,087
      -12
      -5,446
      607
      185,269
      0
      584,356
      0
      -17
      -1,739
      19,133
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 2 729,354
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 13,988
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 13,988
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 13,988
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 6,015
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 18,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 24,015
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 10,027
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow10,027 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 arrowMD
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 arrowNONE
14
The books are in care ofright arrowAPRIL MILLER Telephone no.right arrow (301) 953-3259

Located atright arrow14409 GREENVIEW DRIVE SUITE 201LAURELMD ZIP+4right arrow20708
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
JOHN L VOS PRESIDENT
1.00 		0 0 0
13821 WILLISTON WAY
NAPLES,FL34119
TRICIA J VOS VICE PRESIDENT
1.00 		0 0 0
510 COLUMBUS AVE UNIT 4
BOSTON,MA02118
ROBIN M VOS VICE PRESIDENT
1.00 		0 0 0
30 MOUNT PLEASANT ST
WINCHESTER,MA01890
CHRISTINE A VOS SECRETARY/TREASUER
1.00 		0 0 0
13821 WILLISTON WAY
NAPLES,FL34119
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
15,603,486
b
Average of monthly cash balances.......................
1b
429,067
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
16,032,553
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
16,032,553
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
240,488
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
15,792,065
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
789,603
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
789,603
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
13,988
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
13,988
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
775,615
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
775,615
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
775,615
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
668,565
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
668,565
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 7 775,615
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 135,079
b Total for prior years:20 , 20, 20 0
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 ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 668,565
a Applied to 2022, but not more than line 2a 135,079
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 533,486
e Remaining amount distributed out of corpus 0
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 0
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 .......... 		242,129
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) ... 		0
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....  
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).)
JOHN L VOS
CHRISTINE A VOS
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

ANDREW L HICKS JR FOUNDATION

PO BOX 177
DOWNINGTON,PA19335 		N/A OTHER PUBLIC CHARITY A CHRISTIAN ORGANIZATION THAT PROVIDES OPPORTUNITIES TO CHILDREN OF CHESTER PA. 10,000

ANNAPOLIS COUNCIL 1384 CHARITIES

610 BESTGATE ROAD
ANNAPOLIS,MD21401 		N/A OTHER PUBLIC CHARITY EDUCATION - DISTRIBUTES SCHOLARSHIPS TO NEEDY INDIVIDUALS 3,000

ANNE ARUNDEL COUNTY FOOD BANK

120 MARBURY DRIVE
CROWNSVILLE,MD21032 		N/A OTHER PUBLIC CHARITY FOOD BANK 5,000

BELTSVILLE ADVENTIST SCHOOL

4230 AMMENDALE RD
BELTSVILLE,MD20705 		N/A OTHER PUBLIC CHARITY EDUCATION 5,000

CARTER'S UNITED METHODIST CHURCH

PO BOX 85
TRACYS LANDING,MD20779 		N/A OTHER PUBLIC CHARITY CHURCH 2,500

CASA OF ANNE ARUDEL COUNTY

8 CHURCH CIRCLE SUITE H-103
ANNAPOLIS,MD21401 		N/A OTHER PUBLIC CHARITY SUPPORT FOR ABUSED CHILDREN 18,000

CASA OF BOSTON

85 MERRIMAC STREET 401
BOSTON,MA02114 		N/A OTHER PUBLIC CHARITY SUPPORT FOR ABUSED CHILDREN 10,000

CASA OF EASTERN PANHANDLE

336 SOUTH QUEEN ST
MARTINSBURG,WV25401 		N/A OTHER PUBLIC CHARITY SUPPORT FOR ABUSED CHILDREN 10,000

COLONIAL WILLIAMSBURG FOUNDATION

PO BOX 1776
WILLIAMSBURG,VA23187 		N/A OTHER PUBLIC CHARITY SUPPORT FOR COLONIAL WILLIAMSBURG EDUCATIONAL 12,000

COMMUNITY FOUNDATION OF COLLIER COUNTY

1110 PINE RIDGE ROAD 200
NAPLES,FL34108 		N/A OTHER PUBLIC CHARITY COMMUNITY FOUNDATION 7,500

CRADLES TO CRAYONS

155 NORTH BEACON STREET
BRIGHTON,MA02135 		N/A OTHER PUBLIC CHARITY HELP LOW INCOME CHILDREN WITH CLOTHING, SCHOOL SUPPLIES 20,000

ELDER CARE SERVICES OF CAPE COD & ISLANDS

68 ROUTE 134
SOUTH DENNIS,MA02660 		N/A OTHER PUBLIC CHARITY PROVIDES MEALS AND OTHER SERVICES TO FRAIL SENIORS 10,000

FISHING FOR MUSCULAR DYSTROPHY

8580 LAURELDALE DRIVE SUITE 2A
LAUREL,MD20724 		N/A OTHER PUBLIC CHARITY FISHING TO PROMOTE AWARENESS OF MUSCULAR DYSTROPHY 500

FULLER CENTER FOR HOUSING INC

701 S MARTIN LUTHER KING BLVD
AMERICUS,GA31719 		N/A OTHER PUBLIC CHARITY SEEKS TO ERADICATE POVERTY HOUSING BY REHABILITATING HOMES FOR PEOPLE IN NEED 6,645

GREATER BOSTON FOOD BANK THE

70 SOUTH BAY AVE
BOSTON,MA02118 		N/A OTHER PUBLIC CHARITY FOOD BANK 10,000

HABITAT FOR HUMANITY CAPE COD

411 MAIN STREET SUITE 6
YARMOUTH PORT,MA02675 		N/A OTHER PUBLIC CHARITY HOUSING FOR LOW INCOME INDIVIDUALS AND FAMILIES 75,000

HARRY CHAPIN FOOD BANK

3760 FOWLER STREET
FORT MYERS,FL33901 		N/A OTHER PUBLIC CHARITY FOOD BANK 10,000

HOLOCAUST MUSEUM & COHEN EDUCATION CENTER

975 IMPERIAL COURSE
NAPLES,FL34112 		N/A OTHER PUBLIC CHARITY EDUCATION WITH PROGRAMS FOCUSED ON HOLOCAUST 2,000

INDIAN CREEK SCHOOL

1130 ANNE CHAMBERS WAY
CROWNSVILLE,MD21032 		N/A OTHER PUBLIC CHARITY SCHOOL EDUCATIONAL 22,500

JJOY FOUNDATION

PO BOX 302
HANOVER,IN472430302 		N/A OTHER PUBLIC CHARITY INTERNATIONAL PARTNER PROJECTS FOCUSED ON IMPROVING SHELTER, EDUCATION, AND HEALTH 30,000

KENNEDY KRIEGER INSTITUTE

707 NORTH BROADWAY
BALTIMORE,MD21205 		N/A OTHER PUBLIC CHARITY PATIENT CARE, EDUCATION AND COMMUNITY OUTREACH 10,000

LIBERTY YOUTH RANCH

PO BOX 366206
BONITA SPRINGS,FL34136 		N/A OTHER PUBLIC CHARITY SUPPORT FOR ABUSED CHILDREN 20,000

LIGHTHOUSE FRIENDS OF

10 HUDSON STREET
ANNAPOLIS,MD21401 		N/A OTHER PUBLIC CHARITY HOMELESS SHELTER 34,320

LITTLE SISTERS OF THE POOR

601 MAIDEN CHOICE LANE
BALTIMORE,MD21228 		N/A OTHER PUBLIC CHARITY CARE AND SUPPORT OF NEEDY ELDERLY PERSONS 7,500

MANNA HOUSE INC

435 EAST 25TH STREET
BALTIMORE,MD21218 		N/A OTHER PUBLIC CHARITY HOMELESS SHELTER 95,000

MARYLAND FOOD BANK

2200 HALETHORPE FARMS ROAD
BALTIMORE,MD21227 		N/A OTHER PUBLIC CHARITY FOOD BANK 5,000

MASS APPEAL INC

PO BOX 1694
WELLFLEET,MA02667 		N/A OTHER PUBLIC CHARITY COMMUNITY ORGANIZATION THAT HELPS WITH FAMILY NEEDS TO IMPROVE QUALITY OF LIFE 5,000

MISSION OF DEEDS

6 CHAPIN AVE
READING,MA01867 		N/A OTHER PUBLIC CHARITY PROVIDE BASIC HOME NECESSITIES TO THOSE IN NEED 5,000

MORE THAN WORDS

242 EAST BERKELEY STREET
BOSTON,MA02118 		N/A OTHER PUBLIC CHARITY PROVIDES TRAINING AND EMPLOYMENT TO COURT-INVOLVED, HOMELESS AND FOSTERED YOUTH 1,000

MS CENTER OF SW FLORIDA

3372 WOODS EDGE CIRCLE 103
BONITA SPRINGS,FL34134 		N/A OTHER PUBLIC CHARITY HELP FOR PERSONS WITH MULTIPLE SCLEROSIS 25,000

NATIONAL PARK CONSERVATION ASSOCIATION

777 6TH STREET NW SUITE 700
WASHINGTON,DC200013723 		N/A OTHER PUBLIC CHARITY SUPPORT OF NATIONAL PARKS 100

NATIONAL PARK FOUNDATION

1500 K STREET NW SUITE 700
WASHINGTON,DC20005 		N/A OTHER PUBLIC CHARITY SUPPORT OF NATIONAL PARKS 1,000

RANGER ROSARY INC

PO BOX 6581
ANNAPOLIS,MD21401 		N/A OTHER PUBLIC CHARITY TO PROVIDE ROSARIES TO MEMBERS OF THE ARMED FORCES 1,000

RONALD MCDONALD HOUSE OF DELAWARE

1901 ROCKLAND ROAD
WILMINGTON,DE29803 		N/A OTHER PUBLIC CHARITY HOUSING FOR FAMILIES WITH CHILDREN IN HOSPITAL 500

ROSEBURG RESCUE MISSION

752 SE PINE STREET
ROSEBURG,OR97470 		N/A OTHER PUBLIC CHARITY HOMELESS SHELTER AND SUPPORT 15,000

ROSIE'S PLACE

889 HARRISON AVE
BOSTON,MA02118 		N/A OTHER PUBLIC CHARITY HOUSING FOR LGBT WOMEN 2,500

SALVATION ARMY ANNAPOLIS

351 HILLTOP LANE
ANNAPOLIS,MD21403 		N/A OTHER PUBLIC CHARITY CHRISTIAN HUMANITARIAN SUPPORT ORGANIZATION 1,000

SEVERN RIVER ASSOCIATION

PO BOX 146
ANNAPOLIS,MD21404 		N/A OTHER PUBLIC CHARITY PRESERVING THE SEVERN RIVER IN MARYLAND THROUGH COMMUNITY INTERACTION 2,500

SPCA OF ANNE ARUNDEL COUNTY

1815 BAY RIDGE AVENUE
ANNAPOLIS,MD21401 		N/A OTHER PUBLIC CHARITY ANIMAL WELFARE 1,000

SPECIAL OLYMPICS MARYLAND

3701 COMMERCE DRIVE SUITE 103
BALTIMORE,MD21227 		N/A OTHER PUBLIC CHARITY SUPPORT OF DISABLED ATHLETES 7,000

ST JUDE CHILDRENS RESEARCH HOSPITAL

P0 BOX 50
MEMPHIS,TN38101 		N/A OTHER PUBLIC CHARITY CHILDREN'S HOSPITAL 10,000

ST MARY'S PARISH

109 DUKE OF GLOUCESTER STREET
ANNAPOLIS,MD21401 		N/A OTHER PUBLIC CHARITY CHURCH 5,000

ST MATTHEWS HOUSE

2601 AIRPORT ROAD
NAPLES,FL23112 		N/A OTHER PUBLIC CHARITY EMERGENCY AND TRANSITIONAL HOUSING 10,000

STONE HOUSE

ONE WESTMINISTER AVE
ROXBURY,MA02119 		N/A OTHER PUBLIC CHARITY SUPPORTS INDIVIDUALS SURVIVORS OF DOMESTIC ABUSE 5,000

TOYS FOR TOTS

PO BOX 4002036
DES MOINES,IA50340 		N/A OTHER PUBLIC CHARITY DISTRIBUTES TOYS TO CHILDREN FROM FAMILIES WITH LIMITED RESOURCES 2,500

TUNNELS TO TOWERS FOUNDATION

2361 HYLAN BLVD
STATEN ISLAND,NY10306 		N/A OTHER PUBLIC CHARITY SUPPORT OF FAMILIES OF FALLEN AND CATASTROPHICALLY INJURED VETERANS AND FIRST RESPONDERS 10,000

UNITED HOLOCAUST HOLOCAUST MUSEUM

100 RAOUL WALLENBURG PLACE SW
WASHINGTON,DC200242126 		N/A OTHER PUBLIC CHARITY EDUCATION 3,000

WARRIOR MUSIC FOUNDATION

15480 ANNAPOLIS ROAD SUITE 202
BOWIE,MD20715 		N/A OTHER PUBLIC CHARITY MUSIC THERAPY FOR VETERANS AND FIRST RESPONDERS 2,000

WEST ANNAPOLIS VFD

121 JENNIFER ROAD
ANNAPOLIS,MD21401 		N/A OTHER PUBLIC CHARITY VOLUNTEER FIRE DEPARTMENT 2,000

YWCA

1517 RITCHIE HIGHWAY
ANNAPOLIS,MD22012 		N/A OTHER PUBLIC CHARITY SUPPORTS WOMEN THROUGH EDUCATION AND ANTI-VIOLENCE PROGRAMS 110,000
Total .................................right arrow 3a 668,565
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 ........... 		    14 727  
4 Dividends and interest from securities ....     14 331,287  
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 ............ 		    18 729,354  
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 1,061,368 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,061,368
(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
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
JOHN VOS FAMILY FOUNDATION INC
 
Employer identification number

26-1587229
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
JOHN VOS FAMILY FOUNDATION INC
  		Employer identification number
26-1587229
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
J DAVID HANN
20113 WILDCAT RUN DRIVE
 
ESTERO, FL33928

$ 23,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
MARK E BOYLE
9310 VITTORIA COURT
 
FORT MYERS, FL33912

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
JOHN VOS FAMILY FOUNDATION INC
  		Employer identification number

26-1587229
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
JOHN VOS FAMILY FOUNDATION INC
  		Employer identification number

26-1587229
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
JOHN VOS FAMILY FOUNDATION INC
EIN:
26-1587229
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 17,320 0   0

TY 2023 InvestmentsCorpBondsSchedule
Name:
JOHN VOS FAMILY FOUNDATION INC
EIN:
26-1587229
Name of Bond End of Year Book Value End of Year Fair Market Value
FORD MOTOR CREDIT CO LLC 467,685 490,800

TY 2023 InvestmentsCorpStockSchedule
Name:
JOHN VOS FAMILY FOUNDATION INC
EIN:
26-1587229
Name of Stock End of Year Book Value End of Year Fair Market Value
ALLIANCE BERNSTEIN GBL HGH INCOME 39,061 32,181
EATON VANCE LTD DURATION FUND 35,971 28,385
GENERAL ELECTRIC CO 9,820 32,163
BP PLC SPONSORED ADR 41,178 41,418
BRISTOL MYERS SQUIBB 40,114 38,072
CISCO SYS INC COM 39,991 64,767
GENERAL MTRS CO COM 40,305 38,794
VODAFONE GROUP ADR 41,221 13,668
BANK OF AMERICA PFD 39,785 39,774
WELLS FARGO PFD 40,645 38,260
QUALCOMM 19,404 54,525
AT&T INC COM 30,646 20,287
EXXON MOBIL CORP 32,952 43,991
CITIGROUP INC 27,912 24,743
BOEING 39,485 30,237
PIMCO DYNAMIC INCOME FD COM 111,778 81,942
ORION OFFICE REIT INC COM 1,464 412
GE HEALTHCARE TECHNOLOGIES INC 32,019 31,856

TY 2023 InvestmentsGovtObligationsSch
Name:
JOHN VOS FAMILY FOUNDATION INC
EIN:
26-1587229
US Government Securities - End of Year Book Value:

0
US Government Securities - End of Year Fair Market Value:

0
State & Local Government Securities - End of Year Book Value:


996,921
State & Local Government Securities - End of Year Fair Market Value:


1,025,252


TY 2023 InvestmentsOtherSchedule2
Name:
JOHN VOS FAMILY FOUNDATION INC
EIN:
26-1587229
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
COHEN & STEERS PFD SECS & INC AT COST 1,653,805 1,579,043
JP MORGAN INCOME BUILDER AT COST 101,757 95,790
THORNBURG INV INCOME BUILDER FND AT COST 137,409 158,833
BLACKROCK MULTI ASSET INCOME AT COST 136,502 127,739
JP MORGAN GLOBAL ALLOCATION FND AT COST 129,931 131,918
ISHARES MSCI EMERGING MARKETS AT COST 34,385 40,413
JP MORGAN STRATEGIC AT COST 116,109 113,991
T ROWE PRICE CAPITAL APPRECIATION AT COST 162,522 173,658
HARDING LOEVNER INTL EQTY INST AT COST 32,290 36,929
SB 4YR MLS LNKD TO RTY AT COST 250,000 239,150
BLACKROCK COMMODITY STRATEGIES AT COST 64,451 58,345
REALTY INCOME CORPORATION AT COST 36,048 41,802
GS 4YR MLS AUTO LNKED TO SPX AT COST 1,000,000 1,135,470
CIBC 4YR MLS AUTO LNKD TO SPX AT COST 1,000,000 1,085,700
CITI 4YR MLS LNKD TO INDU AT COST 1,000,000 1,074,000
VARIANT ALT INCOME FND INSTL AT COST 116,650 116,828
MANNING & NAPIER UNCONSTRAINED BD 1 AT COST 85,453 84,576
ALLSPRING CORE PLUS BOND FUND AT COST 60,544 59,201
VANGUARD SCOTTSDALE FDS AT COST 134,042 137,951
PIMCO PREFERRED AND CAPITAL SECS AT COST 141,990 137,283
CIBC 2YR MLS LNKD TO SPX SX5E AT COST 1,500,000 1,483,050
BAML 4YR MLS AUTOCALL LNKD TO NDX AT COST 250,000 250,550
SB 4YR MLS AUTOCALL LNKD TO RTY AT COST 3,500,000 3,457,650
FIDELITY GOVERNMENT PORTFOLIO AT COST 624,110 624,110
JP MORGAN EXCHANGE TRADED FD EQUITY AT COST 245,871 252,358
ISHARES TR 0-3 MNTH TREASURY AT COST 79,254 79,113
DIAMOND HILL LARGE CAP AT COST 131,875 146,662
ISHARES EDGE MSCI AT COST 58,667 63,985
ISHARES S&P 100 AT COST 76,858 86,452
LOOMIS SAYLES GROWTH AT COST 131,874 142,516
VANGUARD 500 INDEX FUND AT COST 142,888 161,616
BLACKROCK MID CAP GROWTH AT COST 58,563 69,541
ISHARES RUSSELL MIDCAP AT COST 161,037 188,728
MFS MID CAP VALUE AT COST 73,242 82,240
ALLSPRING SPECIAL SMALL AT COST 36,593 42,353
CONESTOGA SMALL CAP FUND AT COST 36,550 42,171
ISHARES TR RUSSELL 2000 AT COST 29,207 35,325
ISHARES EDGE MSCI AT COST 55,117 59,980
OAKMARK INTL FD AT COST 32,957 37,331
VANGUARD FTSE DEVELOPED AT COST 69,848 79,227
HARTFORD SCHRODER EMER AT COST 87,909 94,721
VANGUARD FTSE EMERGING AT COST 29,364 32,017
ABBEY CAPITAL FUTURES AT COST 18,304 17,047
BLACKROCK EVENT DRIVEN AT COST 54,945 56,344
EATON VANCE GLB MACRO AT COST 18,312 18,246
JOHN HANCOCK SEAPORT AT COST 36,632 37,350
NEUBERGR BERMAN LONG AT COST 36,615 38,041
PIMCO DYNAMIC BOND FUND AT COST 25,636 26,594
CREDIT SUISSE COMMODITY AT COST 14,644 13,951

TY 2023 OtherExpensesSchedule
Name:
JOHN VOS FAMILY FOUNDATION INC
EIN:
26-1587229
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE SUPPLIES 288 0   0


TY 2023 OtherProfessionalFeesSchedule
Name:
JOHN VOS FAMILY FOUNDATION INC
EIN:
26-1587229
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNT INVESTMENT FEE 23,796 23,110   0


TY 2023 TaxesSchedule
Name:
JOHN VOS FAMILY FOUNDATION INC
EIN:
26-1587229
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,340 1,340   0