Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE VAN KIRK FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)122 CARRIAGE HILL DR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MARS, PA16046
A Employer identification number

87-3144300
B Telephone number (see instructions)

(412) 367-2001
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$4,916,949J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 2,128 2,128  
4 Dividends and interest from securities... 196,602 196,602  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -40,175
b Gross sales price for all assets on line 6a 1,884,187
7 Capital gain net income (from Part IV, line 2)...  
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........ 158,555 198,730  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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
13,329      
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
21,244 21,244    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,044      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 36,617 21,244   0
25 Contributions, gifts, grants paid....... 160,000 160,000
26 Total expenses and disbursements. Add lines 24 and 25 196,617 21,244   160,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -38,062
b Net investment income (if negative, enter -0-) 177,486
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............. 17,408 5,526 5,526
2 Savings and temporary cash investments......... 595,317 193,462 193,462
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) 192,508 Click to see attachment
List of Attached Documents:
// Content
443,322 		446,416
b Investments—corporate stock (attach schedule)....... 2,729,435 Click to see attachment
List of Attached Documents:
// Content
2,244,625 		2,354,240
c Investments—corporate bonds (attach schedule)....... 1,325,124 Click to see attachment
List of Attached Documents:
// Content
1,934,795 		1,917,305
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,859,792 4,821,730 4,916,949
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
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 4,859,792 4,821,730
29 Total net assets or fund balances (see instructions)..... 4,859,792 4,821,730
30 Total liabilities and net assets/fund balances (see instructions). 4,859,792 4,821,730
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
4,859,792
2
Enter amount from Part I, line 27a .....................
2
-38,062
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
4,821,730
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
4,821,730
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 P    
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 1,884,187   1,924,362 -40,175
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       -40,175
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 -40,175
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 2,467
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 2,467
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 2,467
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,500
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,500
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 35
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,002
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   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 arrowN/A
14
The books are in care ofright arrowROBERT S VAN KIRK Telephone no.right arrow (412) 849-0287

Located atright arrow122 CARRIAGE HILL DRIVEMARSPA ZIP+4right arrow16046
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
 
 
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
ROBERT S VAN KIRK PRESIDENT
1.00 		0 0 0
122 CARRIAGE HILL DRIVE
MARS,PA16046
MELVA H VAN KIRK SECRETARY, T
1.00 		0 0 0
122 CARRIAGE HILL DRIVE
MARS,PA16046
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  
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 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 N/A  
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
4,585,751
b
Average of monthly cash balances.......................
1b
187,350
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,773,101
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
 
3
Subtract line 2 from line 1d.........................
3
4,773,101
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
71,597
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,701,504
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
235,075
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
235,075
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,467
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,467
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
232,608
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
232,608
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
232,608
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
160,000
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
160,000
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 7 232,608
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 51,840
b Total for prior years:20 , 20, 20  
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$ 160,000
a Applied to 2022, but not more than line 2a 51,840
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..... 108,160
e Remaining amount distributed out of corpus  
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  
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 .......... 		124,448
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 ...... 		 
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).)
ROBERT S VAN KIRK
MELVA H VAN KIRK
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

SAMARITAN'S PURSE

801 BAMBOO RD
BOONE,NC28607 		NONE PC DISASTER RELIEF 10,000

WATERMARK CLASSICAL ACADEMY

801 BEAVER ST
SEWICKLEY,PA15143 		NONE PC ACADEMIC PROGRAMS 30,000

URBAN IMPACT FOUNDATION

2801 N CHARLES ST
PITTSBURGH,PA15214 		NONE PC ACADEMIC PROGRAMS 70,000

EDEN CHRISTIAN ACADEMY

318 NICHOLSON RD
SEWICKLEY,PA15143 		NONE PC ACADEMIC PROGRAMS 50,000
Total .................................right arrow 3a 160,000
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 2,128  
4 Dividends and interest from securities ....     14 196,602  
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 ............ 		    14 -40,175  
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) ..   158,555  
13Total. Add line 12, columns (b), (d), and (e)..................
13
158,555
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE VAN KIRK FAMILY FOUNDATION
EIN:
87-3144300
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 13,329      

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE VAN KIRK FAMILY FOUNDATION
EIN:
87-3144300
Name of Bond End of Year Book Value End of Year Fair Market Value
AMERICAN EXPR CO 48,878 49,944
CAPITAL ONE FINANCIAL CORP    
CITIGROUP GLOBAL MKTS HLDG 99,800 98,911
CITIGROUP INC 49,850 49,737
CVS HEALTH CORP 75,010 73,579
GOLDMAN SACHS GROUP INC 49,708 51,443
GOLDMAN SACHS GROUP INC 75,037 74,780
LABORATORY CORP AMER HLDGS 130,159 127,981
MCCORMICK & CO 75,010 73,814
MCKESSON CORP 75,000 74,720
MORGAN STANLEY 49,041 49,722
NORTHROP GRUMMAN CORP    
ORACLE CORP    
ROPER TECHS INC    
ROPER TECHS INC 72,225 73,547
RYDER SYS INC    
SHERWIN WILLIAMS CO 79,906 79,145
TYSON FOODS INC 48,531 49,042
WALGREEN BOOTS ALLIANCE 29,969 29,462
MARRIOTT INTL 48,623 49,160
VIACOMCBS 49,311 49,460
HEWLETT PACKARD 49,625 49,771
WELLS FARGO 48,412 48,919
CITIGROUP INC 76,946 78,456
BOEING CO 98,242 100,938
VERIZON COMMUNICATIONS 37,960 39,613
FOX CORP 76,566 79,602
WP CAREY 71,548 75,136
HASBRO INC 35,901 37,260
AT&T INC 84,849 78,454
GOLDMAN SACHS 74,438 75,004
CITIGROUP INC 74,250 74,642
COLUMBIA MTG OPPTY 75,000 58,016
EASTERLY INCOME OPPTY 75,000 67,047

TY 2023 InvestmentsCorpStockSchedule
Name:
THE VAN KIRK FAMILY FOUNDATION
EIN:
87-3144300
Name of Stock End of Year Book Value End of Year Fair Market Value
ADAMS RESOURCES AND ENERGY    
ADVANSIX INC    
ALICO INC    
ALPHASIMPLEX MANAGED FUTURES    
ARCBEST CORP 13,559 18,633
ARES CAPITAL CORP 74,901 70,606
BARRETT BUSINESS SERVICES INC    
BASSETT FURNITURE INDS INC 3,006 3,469
BCB BANCORP INC    
BEAZER HOMES USA INC 8,964 12,469
BEL FUSE INC CL B 8,267 16,425
BIG 5 SPORTING GOODS CORP 3,356 1,376
BIGLARI HOLDINGS INC CL B 3,884 4,618
BLUEGREEN VACATIONS HOLDING CORP 6,259 17,653
BRT APARTMENTS CORP    
CALERES INC 12,211 13,921
CANTERBURY PARK HOLDING CORP 6,042 5,598
CARLYLE SECURED LENDING    
CARLYLE TACTICAL PRIVATE CREDIT CL I    
CATO CORP CL A    
CELESTICA INC 7,286 16,075
CHIPMOS TECHNOLOGIES INC    
CIVEO CORP 4,191 4,776
CLEARWATER PAPER CORP    
CLIMB GLOBAL SOLUTIONS INC 6,555 10,308
COLUMBIA MORTGAGE OPPTYS    
CONCRETE PUMPING HOLDINGS 4,098 4,395
CONSUMER PORT SERVICES 5,572 4,573
COVENANT LOGISTICS GROUP    
DANAOS CORP 12,682 12,590
DASEKE INC 4,617 4,544
DELEK US HOLDINGS 11,772 12,178
DELTA APPAREL INC    
DESIGNER BRANDS INC    
DIMENSIONAL EMERGING MARKETS VALUE 20,826 22,252
DLH HOLDINGS    
DONNELY FINANCIAL SOLUTIONS 14,019 23,139
DUCOMMUN INC 5,549 6,247
DULUTH HOLDINGS    
EASTERLY INCOME OPPTYS    
ENCORE CAPITAL GROUP    
ENNIS INC 5,704 5,806
ENOVA INTL INC 15,845 20,649
ESCALADE INC 2,121 2,993
FIRST TRUST MERGER ARBITRAGE INSTL    
FOSTER LB CO    
FUTUREFUEL CORP 3,661 2,669
GENIE ENERGY 7,234 18,088
GLADSTONE INVESTMENT CORP    
HUDSON TECHNOLOGIES 6,569 8,971
ICF INTERNATIONAL 10,552 13,141
INGLES MARKETS INC 9,063 10,105
ISHARES CORE S&P SMALL CAP 77,212 80,538
ISHARES CORE S&P SMALL CAP ETF    
ISHARES CORE US    
ISHARES MICROCAP    
ISHARES MSCI EMERGING MARKETS MIN 28,370 27,906
ISHARES MSCI INTL MOMENTUM FACTOR 29,787 30,347
ISHARES MSCI INTL VALUE FACTOR ETF 29,407 31,679
ISHARES MSCI USA MIN VOLATILITY FACT 63,570 66,872
ISHARES MSCI USA MOMENTUM FACTOR 64,353 64,482
ISHARES MSCI USA QUALITY FACTOR ETF 58,261 67,684
ISHARES MSCI USA VALUE FACTOR ETF 72,324 71,318
ISHARES SELECT DIVIDEND ETF 24,640 22,741
JAKKS PACIFIC 5,040 7,714
JPMORGAN EQUITY PREMIUM INCOME 240,543 226,811
KFORCE INC 12,738 12,836
KIMBALL ELECTRONICS    
LEE ENTERPRISES    
LOCORR LONG SHORT COMMODITIES    
MARCUS CORP 5,612 4,739
MASTERCRAFT BOAT HOLDINGS 5,890 5,320
MEDALLION FINANCIAL 3,865 5,230
MISTRAS GROUP 2,913 3,206
MSCI INTL VALUE    
MSCI USA MIN VOLATILITY    
MSCI USA MOMENTUM    
MSCI USA QUALITY FACTOR    
MSCI USA VALUE FACTOR    
MYR GROUP 12,564 18,079
NATHANS FAMOUS 6,440 8,113
NATURAL GROCERS 5,155 5,440
NATURES SUNSHINE PRODUCTS 4,400 4,288
NL INDUSTRIES    
NORTH AMERICAN CONSTRUCTION 7,767 9,945
NORTHEAST BANK LEWISTON 6,668 9,713
OFS CAPITAL    
OLYMPIC STEEL 6,294 15,074
ONEWATER MARINE    
OWL ROCK CAPITAL CORP    
OWL ROCK CORE INCOME CORP CL I    
PREFORMED LINE PRODUCTS 6,511 9,906
RCM TECHNOLOGIES 6,251 9,554
RYERSON HOLDINGS 10,434 15,675
SENECA FOODS    
SITIO ROYALTIES CORP    
SP PLUS    
SPARTANNASH COMPANY    
SPDR S&P 500 ETF 36,639 40,877
STONEX GROUP 6,346 9,967
SUNCOKE ENERGY 2,267 1,798
SUPERIOR INDUSTRIES    
TOWNSQUARE MEDIA 4,680 4,425
UNIVERSAL LOGISTICS HOLDINGS    
V2X INC    
VALHI INC    
VANGUARD FTSE ALL WORLD EX US 41,078 40,145
VANGUARD MID CAP ETF 108,189 111,667
VANGUARD MID CAP ETF    
VERA BRADLEY    
VERITIV CORP    
VIA RENEWABLES    
VILLAGE SUPER MARKET 3,357 3,961
WARRIOR MET COAL 13,503 25,120
WEYCO GROUP 5,889 6,805
DFA US MICRO CAP 28,241 29,231
VIRTUS ALPHASIMPLEX 70,000 47,535
FRIEDMAN INDUSTRIES 5,462 5,009
OIL-DRI CORP OF AMERICA 5,388 5,568
AMERICAN WOODMARK CORP 10,516 10,678
BUILD A BEAR WORKSHOP 5,416 5,012
J JILL INC NEW 5,438 6,342
KARAT PACKAGING 5,558 6,536
MARINE PRODUCTS CORP 5,291 3,751
PATRICK INDUTRIES 10,450 11,340
POTBELLY CORP 5,317 6,419
SOLO BRANDS INC 5,295 5,606
TILE SHOP HOLDINGS 5,461 6,793
SECURITY NATIONAL FINANCIAL 5,447 5,787
LANDSEA HOMES CORP 5,116 6,005
ACME UNITED CORP 5,243 6,772
LIMONEIRA COMPANY 5,450 7,200
CONSOL ENERGY INC NEW 12,048 14,577
CRESCENT ENERGY 5,549 5,707
EPSILON ENERGY 5,279 4,455
EVOLUTION PETROLEUM 5,218 3,178
GULFPORT ENERGY 10,548 10,922
HALLADOR ENERGY 5,588 4,641
OBSIDIAN ENERGY 5,260 5,105
PAR PACIFIC HOLDINGS 10,519 11,129
PRIME ENERGY RESOURCES 6,045 7,551
RANGER ENERGY SERVIES 5,342 4,542
GMS INC 10,584 10,881
IES HOLDINGS 12,393 14,260
LIMBACH HOLDINGS 5,684 8,912
NORTHWEST PIPE 5,329 5,114
PANGAEA LOGISTICS SOLUTIONS 5,160 6,345
QUAD GRAPHICS 5,174 4,835
STEALTHGAS INC 5,190 6,234
TWIN DISC INC 5,808 6,868
ITURAN LOCATION AND CONTROL 5,545 5,366
LSI INDUSTRIES 5,783 6,139
BLUE OWL CAPITAL 149,928 152,427
BLUE OWL CREDIT INCOME 150,000 152,748
CARLYLE TACTICAL 150,000 140,677
FIRST TRUST MERGER 80,240 70,424
LOCORR COMMODITIES STRATEGIES 70,000 67,377

TY 2023 InvestmentsGovtObligationsSch
Name:
THE VAN KIRK FAMILY FOUNDATION
EIN:
87-3144300
US Government Securities - End of Year Book Value:

392,152
US Government Securities - End of Year Fair Market Value:

394,928
State & Local Government Securities - End of Year Book Value:


51,170
State & Local Government Securities - End of Year Fair Market Value:


51,488


TY 2023 OtherProfessionalFeesSchedule
Name:
THE VAN KIRK FAMILY FOUNDATION
EIN:
87-3144300
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 21,244 21,244    


TY 2023 TaxesSchedule
Name:
THE VAN KIRK FAMILY FOUNDATION
EIN:
87-3144300
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 2,044