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 VINE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 50190
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CASPER, WY82605
A Employer identification number

46-5432750
B Telephone number (see instructions)

(303) 481-4315
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$529,105J 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) 1,835,041
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,623
b Gross sales price for all assets on line 6a 606,365
7 Capital gain net income (from Part IV, line 2)... 279,753
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances 976
b Less: Cost of goods sold.... 1,736
c Gross profit or (loss) (attach schedule)..... -760 -760
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
182,418 0 182,418
12 Total. Add lines 1 through 11........ 2,022,322 279,753 181,658
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 1,038,917 0 91,883 845,013
15 Pension plans, employee benefits....... 278,115 0 24,670 226,880
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,615 0 0 5,615
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
20,650 0 1,826 18,824
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,467 0 0 6,467
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
25,036 0 0
20 Occupancy.............. 107,046 0 0 107,046
21 Travel, conferences, and meetings....... 696,740 0 61,621 635,119
22 Printing and publications.......... 13,526 0 1,196 12,330
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
80,270 0 462 77,078
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,272,382 0 181,658 1,934,372
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 2,272,382 0 181,658 1,934,372
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -250,060
b Net investment income (if negative, enter -0-) 279,753
c Adjusted net income (if negative, enter -0-)... 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............. 557,795 155,177 155,177
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   49    
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow474,279
Less: accumulated depreciation (attach schedule) right arrow318,479 183,567 Click to see attachment
List of Attached Documents:
// Content
155,800 		155,800
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
36,698 		Click to see attachment
List of Attached Documents:
// Content
218,128 		Click to see attachment
List of Attached Documents:
// Content
218,128
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 778,109 529,105 529,105
Liabilities 17 Accounts payable and accrued expenses.......... 7,459 8,515
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)......... 7,459 8,515
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 770,650 520,590
29 Total net assets or fund balances (see instructions)..... 770,650 520,590
30 Total liabilities and net assets/fund balances (see instructions). 778,109 529,105
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
770,650
2
Enter amount from Part I, line 27a .....................
2
-250,060
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
520,590
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
520,590
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 D 2022-01-18 2023-06-13
b PUBLICLY TRADED SECURITIES D 2020-03-10 2023-12-21
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 504,257   279,664 224,593
b 102,108   46,948 55,160
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       224,593
b       55,160
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 2 279,753
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 0
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 3,889
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 3,889
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 3,889
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 7,586
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,586
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 3,697
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow3,697 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCO
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
Yes
 
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 arrowWWW.AMAZINGPARISH.ORG
14
The books are in care ofright arrowLARRY BEAN Telephone no.right arrow (307) 268-7128

Located atright arrowP O BOX 50190CASPERWY ZIP+4right arrow82605
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 MARTIN BOARD MEMBER/TRUSTEE
3.00 		0 0 0
PO BOX 50190
CASPER,WY82605
PATRICK LENCIONI SECRETARY
0.00 		0 0 0
6160 S SYRACUSE WAY SUITE 220
GREENWOOD VILLAGE,CO80111
DAVID DEWOLF BOARD MEMBER
5.00 		0 0 0
6160 S SYRACUSE WAY SUITE 220
GREENWOOD VILLAGE,CO80111
BRIAN KELLY BOARD MEMBER
5.00 		0 0 0
6160 S SYRACUSE WAY SUITE 220
GREENWOOD VILLAGE,CO80111
MARGARET KELLY BOARD MEMBER
5.00 		0 0 0
6160 S SYRACUSE WAY SUITE 220
GREENWOOD VILLAGE,CO80111
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
WHITNEY ELLIOTT DIRECTOR OF CLIENT S
40.00 		124,906 6,862 0
6160 S SYRACUSE WAY SUITE 220
GREENWOOD VILLAGE,CO80111
MATTHEW RUDOLPH EXECUTIVE DIRECTOR
40.00 		120,048 5,515 0
6160 S SYRACUSE WAY SUITE 220
GREENWOOD VILLAGE,CO80111
MARY BARRETT DIRECTOR OF OPERATIO
40.00 		118,345 6,862 0
6160 S SYRACUSE WAY SUITE 220
GREENWOOD VILLAGE,CO80111
DIANA GALLAGHER PHILANTHROPY OFFICER
40.00 		104,381 3,172 0
6160 S SYRACUSE WAY SUITE 220
GREENWOOD VILLAGE,CO80111
JACOB STANLEY PARISH TRANSFORMATIO
40.00 		97,328 5,604 0
6160 S SYRACUSE WAY SUITE 220
GREENWOOD VILLAGE,CO80111
Total number of other employees paid over $50,000...................right arrow 6
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
BLUEWORK CONSULTING LLC LEADERSHIP CONSULTING 51,000
6885 S APACHE ST
LITTLETON,CO80120
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 THE AMAZING PARISH HELD ONE EVENT IN 2023. ONE SUMMIT WAS HELD IN PHOENIX, AZ IN JUNE 2023. THE EVENT DREW 597 PARTICIPANTS TO HEAR FROM NATIONALLY KNOWN CATHOLIC SPEAKERS ABOUT HOW TO CREATE DYNAMIC PARISHES FOCUSED ON EVANGELIZATION AND DISCIPLESHIP. 2,053,980
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
0
b
Average of monthly cash balances.......................
1b
379,973
c
Fair market value of all other assets (see instructions)................
1c
218,128
d
Total (add lines 1a, b, and c).........................
1d
598,101
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
598,101
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
8,972
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
589,129
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
29,456
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
 
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
 
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
 
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
 
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
1,934,372
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
1,934,372
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  
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
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$  
a Applied to 2022, but not more than line 2a  
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.....  
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 .......... 		 
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
0 0 0 0 0
b 85% (0.85) of line 2a ......... 0 0 0 0 0
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		1,934,372 1,879,275 2,344,455 1,862,924 8,021,026
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		0 0 0 0 0
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		1,934,372 1,879,275 2,344,455 1,862,924 8,021,026
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......         0
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		         0
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		19,637 18,189 15,701 6,063 59,590
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) .... 		        0
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		        0
(3) Largest amount of support
from an exempt organization		         0
(4) Gross investment income         0
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 MARTIN
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 e-mail address of the person to whom applications should be addressed:
MATTTHEW RUDOLPH
6160 S SYRACUSE WAY SUITE 220
GREENWOOD VILLAGE,CO80111
(303) 481-4320
WWW.AMAZINGPARISH.ORG
bThe form in which applications should be submitted and information and materials they should include:
NOT APPLICABLE
cAny submission deadlines:
NOT APPLICABLE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NOT APPLICABLE
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
Total .................................right arrow 3a 0
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
aAMAZING PARISH CONFERENCE - REGISTRATION FEES         182,418
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....          
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 5,623  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory     01 -760  
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 4,863 182,418
13Total. Add line 12, columns (b), (d), and (e)..................
13
187,281
(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.)
1A THE PURPOSE OF THE VINE FOUNDATION IS TO PROVIDE STRATEGIC IDEAS, PERSPECTIVE, CONNECTIONS, CONSULTING, AND ADVICE TO THE CATHOLIC WORLD WORKING THROUGH ITS ESTABLISHED PARISHES AND APOSTOLATES TO RE-ENERGIZE THE CHURCH IN SUPPORT OF THE NEW EVANGELIZATION. TO HELP OFFSET A PORTION OF THE COSTS OF THESE PROGRAMS, THE VINE CHARGES AN ADMISSION FEE FOR CONFERENCES HELD DURING THE YEAR.
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
THE VINE FOUNDATION
 
Employer identification number

46-5432750
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
THE VINE FOUNDATION
  		Employer identification number
46-5432750
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
MERCY WORKS FOUNDATION
 
PO BOX 3000
 
GARDEN VALLEY, TX75771

$ 25,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
EDWIN J BERNAU JR TTEE
5995 S RACE CT
 
CENTENNIAL, CO80121

$ 15,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
THE CATHOLIC FOUNDATION OF NORTHERN CO
 
6160 S SYRACUSE WAY 211
 
GREENWOOD VILLAGE, CO80111

$ 24,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
JOHN AND MARI ANN MARTIN
PO BOX 50190
 
CASPER, WY82605

$ 600,742


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
LITURGICAL PUBLICATIONS INC
 
2875 SOUTH JAMES DR
 
NEW BERLIN, WI53151

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
MORGAN STANLEY - DONOR ADVISED
1300 THAMES STREET WHARF 4TH FLOOR
 
BALTIMORE, MD21231

$ 20,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
THE VINE FOUNDATION
  		Employer identification number
46-5432750
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
7
PERFORMANCE SERVICES INC
 
4670 HAVEN PT BLVD STE 200
 
INDIANAPOLIS, IN46280

$ 50,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
THE TABLE GROUP INC
 
250 LAFAYETTE CIRCLE STE 300
 
LAFAYETTE, CA94549

$ 50,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
9
RENAISSANCE CHARITABLE FOUNDATION INC
 
8910 PURDUE RD STE 555
 
INDIANAPOLIS, IN46268

$ 25,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
10
SCHWAB CHARITABLE
 
211 MAIN STREET
 
SAN FRANCISCO, CA94105

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
11
DAN MURPHY FOUNDATION
 
800 W 6TH ST STE 1240
 
LOS ANGELES, CA90017

$ 80,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
12
FIDELITY CHARITABLE DONOR ADVISED
 
PO BOX 770001
 
CINCINNATI, OH45277

$ 50,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
THE VINE FOUNDATION
  		Employer identification number
46-5432750
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
13
FIDELITY CHARITABLE DONOR ADVISED
 
PO BOX 770001
 
CINCINNATI, OH45277

$ 25,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
14
JOSEPH AND LYNN HOFFMAN
1229 CLEVELAND RD
 
HURON, OH44839

$ 30,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
15
BRIAN M AND ERIN T KELLY FOUNDATION
 
10501 COUNTRY CLUB RD
 
WOODSTOCK, IL60098

$ 100,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
16
HEPP FOUNDATION
 
7007 ROZENA DR
 
LONGMONT, CO80503

$ 8,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
17
MAURICE FORESMAN
4877 HOGBACK RIDGE RD
 
MORRISON, CO80465

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
18
RON AND MARI ANN PASCO
1666 BEGONIA
 
CASPER, WY82604

$ 5,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
THE VINE FOUNDATION
  		Employer identification number
46-5432750
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
19
WALKING WITH PURPOSE
 
5 FOX HOLLOW LN
 
COS COB, CT06807

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
20
GLOBAL LEADERSHIP NETWORK
 
67 ALGONQUIN ROAD
 
SOUTH BARRINGTON, IL60010

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
21
KNIGHTS OF COLUMBUS CHARITABLE FUND
 
1 COLUMBUS PLAZA 19TH FLOOR
 
NEW HAVEN, CT06510

$ 200,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
22
KATE CRAFT MOWRY
2502 E 4TH ST
 
TULSA, OK74105

$ 178,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
23
PAUL AND MJ POWERS
12 POLO CLUB LN
 
DENVER, CO80209

$ 50,350


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
24
THE ROETHELI LIL' RED FOUNDATION
 
1602 JASPER ST
 
NORTH KANSAS CITY, MO64116

$ 25,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
THE VINE FOUNDATION
  		Employer identification number
46-5432750
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
25
THE LOWELL BERRY FOUNDATION
 
3685 MT DIABLO BLVD STE 351
 
LAFAYETTE, CA94549

$ 25,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
26
CHURCH OF THE ASCENSION
 
9510 W 127ST ST
 
OVERLAND PARK, KS66213

$ 20,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
27
AUGUSTINE INSTITUTE INC
 
6160 S SYRACUSE WAY 211
 
GREENWOOD VILLAGE, CO80111

$ 15,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
28
NATIONAL PHILANTHROPIC TRUST
 
165 TOWNSHIP LINE RD STE 1200
 
JENKINTOWN, PA19046

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
29
CHRISTOPHER AND CHRISTINA HARNEY
PO BOX 938
 
DIABLO, CA94528

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
30
NET MINISTRIES INC
 
110 CRUSADER AVE
 
WEST ST PAUL, MN55118

$ 10,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
THE VINE FOUNDATION
  		Employer identification number
46-5432750
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
31
URBAN HAGEMAN
PO BOX 578
 
BOTKINS, OH45306

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
32
MARV AND MILLIE STAMMEN
6497 FAIRWAY CT
 
GREENVILLE, OH45331

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
33
NICKOLAS GUESS
22442 W 61ST ST
 
SHAWNEE, KS66226

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
34
ARCHDIOCESE OF INDIANAPOLIS
 
1400 N MERIDIAN ST
 
INDIANAPOLIS, IN46202

$ 7,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
35
ROBERT AND MARYA REYNOLDS
4104 W MCKAY AVE
 
TAMPA, FL33609

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
36
RUSS AND TERESA SCHEIBLEY
315 EL PINTADO HEIGHTS DR
 
DANVILLE, CA94526

$ 5,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
THE VINE FOUNDATION
  		Employer identification number
46-5432750
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
37
LEEANN GREVE
17768 HAUSS RD
 
WAPAKONETA, OH45895

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
38
MONICA MACIE
PO BOX 385
 
DIABLO, CA94528

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
39
ANDREW LOVE
4301 ARCADY AVE
 
DALLAS, TX75205

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
40
XDS INC
 
2451 BROADWAY
 
FORT WAYNE, IN46807

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
41
JOSE ALFARO
10016 CAMBRIDGE AVE
 
KANSAS CITY, MO64134

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
42
ORVAL AND HELEN HOMAN
6 OAK CREEK DR
 
MINSTER, OH45865

$ 5,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
THE VINE FOUNDATION
  		Employer identification number
46-5432750
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
43
STS ANNE & JOACHIM CATHOLIC CHURCH
 
5202 25TH ST S
 
FARGO, ND58104

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
44
BROOKE AND WILLIAM LEER
 
5441 PRESERVE PKWY S
 
GREENWOOD VILLAGE, CO80121

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
45
ST MARY MAGDALEN PARISH BRIGHTON
 
2201 S OLD US HIGHWAY 23
 
BRIGHTON, MI48114

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
46
WALLETWIN LLC
 
8003 S 194TH ST
 
GRETNA, NE68028

$ 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.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE VINE FOUNDATION
  		Employer identification number

46-5432750
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
4
 1,130 SHARES ELI LILLY & CO $ 500,409 2023-06-12
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
4
 1,665 SHARES UBER TECHNOLOGIES $ 100,333 2023-12-07
(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
THE VINE FOUNDATION
  		Employer identification number

46-5432750
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:
THE VINE FOUNDATION
EIN:
46-5432750
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 5,615 0 0 5,615

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

TY 2023 AmortizationSchedule
Name:
THE VINE FOUNDATION
EIN:
46-5432750
Description of Amortized Expenses Date Acquired, Completed, or Expended Amount Amortized Deduction for Prior Years Amortization Method Current Year Amortization Net Investment Income Adjusted Net Income Total Amount of Amortization
COMPUTER SOFTWARE 2016-07-25 23,114 23,114 36.000000000000   0 0 23,114
WEB DESIGN 2016-09-01 18,300 7,727 180.000000000000 1,220 0 1,220 8,947
LMS INSTALLATION AND CONFIGURATION 2017-01-20 3,400 3,400 36.000000000000   0 0 3,400
SOFTWARE DEVELOPMENT 2018-09-20 6,272 6,272 36.000000000000   0 0 6,272
MARKETING LICENSE 2019-02-05 11,463 11,463 36.000000000000   0 0 11,463
SOFTWARE ADD ON 2019-03-20 4,125 4,125 36.000000000000   0 0 4,125
MARKETING LICENSE 2019-11-05 17,292 17,292 36.000000000000   0 0 17,292
QUICKBOOKS NON-PROFIT 2020-09-30 6,047 4,536 36.000000000000 1,511 0 1,511 6,047

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

TY 2023 DepreciationSchedule
Name:
THE VINE FOUNDATION
EIN:
46-5432750
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
NETWORKING EQUIPMENT 2014-10-30 3,379 3,379 SL 5.000000000000 0 0 0  
LENOVO THINKCENTRE M73 DESKTOP 2014-10-30 1,003 1,003 SL 5.000000000000 0 0 0  
LENOVO THINKCENTRE M73 DESKTOP 2014-10-30 1,002 1,002 SL 5.000000000000 0 0 0  
LENOVO THINKCENTRE M73 DESKTOP 2014-10-30 1,002 1,002 SL 5.000000000000 0 0 0  
LENOVO THINKCENTRE M73 DESKTOP 2014-10-30 1,002 1,002 SL 5.000000000000 0 0 0  
LENOVO LAPTOP 2014-10-30 1,755 1,755 SL 5.000000000000 0 0 0  
OFFICE FURNITURE 2014-09-04 56,173 56,173 SL 7.000000000000 0 0 0  
CHAIRS AND TABLE FOR WAITING AREA 2014-09-22 8,393 8,393 SL 7.000000000000 0 0 0  
65" LED TV 2014-10-30 2,094 2,094 SL 5.000000000000 0 0 0  
REFRIGERATOR/MICROWAVE/POWER STRIPS 2014-10-31 2,615 2,615 SL 7.000000000000 0 0 0  
COUNTER HEIGHT TABLE 2014-12-18 1,530 1,530 SL 7.000000000000 0 0 0  
TABLE SWIVEL STOOLS 2014-12-18 7,160 7,160 SL 7.000000000000 0 0 0  
OFFICE ACCESSORIES 2014-12-18 736 736 SL 7.000000000000 0 0 0  
LEASEHOLD IMPROVEMENTS 2014-10-16 7,270 4,122 SL 15.000000000000 485 0 485  
CABINET AND OFFICE CHAIR 2015-01-06 1,978 1,978 SL 7.000000000000 0 0 0  
WHITE BOARD AND OFFICE DESIGN 2015-02-05 11,417 11,417 SL 7.000000000000 0 0 0  
4 UNDER DESK CABINETS 2015-02-10 1,891 1,891 SL 7.000000000000 0 0 0  
VINE BOOKSHELF - CUSTOM BUILD 2015-03-03 2,500 2,500 SL 7.000000000000 0 0 0  
4 STACKING BOOKCASES 2015-04-20 2,010 2,010 SL 7.000000000000 0 0 0  
MACBOOK PRO LAPTOP - B WEINGARTNER 2016-10-20 2,895 2,895 SL 5.000000000000 0 0 0  
MACBOOK PRO LAPTOP - M RUDOLPH 2016-10-20 2,895 2,895 SL 5.000000000000 0 0 0  
WHITE BOARDS - NEW SPACE 2016-11-16 4,570 4,000 SL 7.000000000000 570 0 570  
SAMSUNG HD TV - NEW SPACE 2016-12-20 1,829 1,829 SL 5.000000000000 0 0 0  
LEASEHOLD IMPROVEMENTS - NEW SPACE 2016-12-20 2,688 1,096 SL 15.000000000000 179 0 179  
OFFICE FURNITURE 2017-01-20 35,941 28,237 SL 7.000000000000 5,134 0 5,134  
BUFFET, CHAIRS AND STOOLS 2017-03-20 10,283 8,080 SL 7.000000000000 1,469 0 1,469  
OFFICE FURNITURE 2017-04-20 13,567 10,659 SL 7.000000000000 1,938 0 1,938  
OFFICE FURNITURE 2017-09-20 15,196 11,940 SL 7.000000000000 2,171 0 2,171  
CHAIRS FOR RECEPTION 2017-10-20 3,095 2,431 SL 7.000000000000 442 0 442  
LEASEHOLD IMPROVEMENTS 2017-05-05 8,565 3,141 SL 15.000000000000 571 0 571  
APPLE COMPUTER AND ACCESSORIES 2018-08-20 2,668 2,403 SL 5.000000000000 265 0 265  
APPLE LAPTOP 2018-09-20 1,071 963 SL 5.000000000000 108 0 108  
APPLE ACCESSORIES 2018-09-20 2,632 2,367 SL 5.000000000000 265 0 265  
APPLE COMPUTER 2019-07-19 3,178 2,226 SL 5.000000000000 636 0 636  
LEASEHOLD IMPROVEMENTS 2020-12-18 3,020 427 SL 15.000000000000 201 0 201  
LEASEHOLD IMPROVEMENTS 2021-09-17 151,964 15,196 SL 15.000000000000 10,131 0 10,131  
VIBE SMARTBOARD S1 55" 2022-09-02 3,299 236 SL 7.000000000000 471 0 471  

TY 2023 LandEtcSchedule2
Name:
THE VINE FOUNDATION
EIN:
46-5432750
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
NETWORKING EQUIPMENT 3,379 3,379 0  
LENOVO THINKCENTRE M73 DESKTOP 1,003 1,003 0  
LENOVO THINKCENTRE M73 DESKTOP 1,002 1,002 0  
LENOVO THINKCENTRE M73 DESKTOP 1,002 1,002 0  
LENOVO THINKCENTRE M73 DESKTOP 1,002 1,002 0  
LENOVO LAPTOP 1,755 1,755 0  
OFFICE FURNITURE 56,173 56,173 0  
CHAIRS AND TABLE FOR WAITING AREA 8,393 8,393 0  
65" LED TV 2,094 2,094 0  
REFRIGERATOR/MICROWAVE/POWER STRIPS 2,615 2,615 0  
COUNTER HEIGHT TABLE 1,530 1,530 0  
TABLE SWIVEL STOOLS 7,160 7,160 0  
OFFICE ACCESSORIES 736 736 0  
LEASEHOLD IMPROVEMENTS 7,270 4,607 2,663  
CABINET AND OFFICE CHAIR 1,978 1,978 0  
WHITE BOARD AND OFFICE DESIGN 11,417 11,417 0  
4 UNDER DESK CABINETS 1,891 1,891 0  
VINE BOOKSHELF - CUSTOM BUILD 2,500 2,500 0  
4 STACKING BOOKCASES 2,010 2,010 0  
MACBOOK PRO LAPTOP - B WEINGARTNER 2,895 2,895 0  
MACBOOK PRO LAPTOP - M RUDOLPH 2,895 2,895 0  
COMPUTER SOFTWARE 23,114 23,114 0  
WEB DESIGN 18,300 8,947 9,353  
WHITE BOARDS - NEW SPACE 4,570 4,570 0  
SAMSUNG HD TV - NEW SPACE 1,829 1,829 0  
LEASEHOLD IMPROVEMENTS - NEW SPACE 2,688 1,275 1,413  
LMS INSTALLATION AND CONFIGURATION 3,400 3,400 0  
OFFICE FURNITURE 35,941 33,371 2,570  
BUFFET, CHAIRS AND STOOLS 10,283 9,549 734  
OFFICE FURNITURE 13,567 12,597 970  
OFFICE FURNITURE 15,196 14,111 1,085  
CHAIRS FOR RECEPTION 3,095 2,873 222  
LEASEHOLD IMPROVEMENTS 8,565 3,712 4,853  
APPLE COMPUTER AND ACCESSORIES 2,668 2,668 0  
APPLE LAPTOP 1,071 1,071 0  
APPLE ACCESSORIES 2,632 2,632 0  
SOFTWARE DEVELOPMENT 6,272 6,272 0  
APPLE COMPUTER 3,178 2,862 316  
MARKETING LICENSE 11,463 11,463 0  
SOFTWARE ADD ON 4,125 4,125 0  
MARKETING LICENSE 17,292 17,292 0  
QUICKBOOKS NON-PROFIT 6,047 6,047 0  
LEASEHOLD IMPROVEMENTS 3,020 628 2,392  
LEASEHOLD IMPROVEMENTS 151,964 25,327 126,637  
VIBE SMARTBOARD S1 55" 3,299 707 2,592  


TY 2023 OtherAssetsSchedule
Name:
THE VINE FOUNDATION
EIN:
46-5432750
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INSURANCE RESERVE 18,000 12,000 12,000
LEASE DEPOSIT 1,896 1,896 1,896
UNDEPOSITED FUNDS 16,802 204,232 204,232


TY 2023 OtherExpensesSchedule
Name:
THE VINE FOUNDATION
EIN:
46-5432750
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK CHARGES 1,862 0 0 1,862
COMPUTER AND NETWORKING 16,968 0 0 16,968
EMPLOYEE RECRUITING 2,896 0 0 2,896
LICENSES 6,075 0 0 6,075
OFFICE SUPPLIES 44,533 0 0 44,533
WEBSITE MAINTENANCE 5,205 0 462 4,744
AMORTIZATION 2,731 0 0 0


TY 2023 OtherIncomeSchedule2
Name:
THE VINE FOUNDATION
EIN:
46-5432750
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
AMAZING PARISH CONFERENCE - REGISTRATION FEES 182,418   182,418


TY 2023 OtherProfessionalFeesSchedule
Name:
THE VINE FOUNDATION
EIN:
46-5432750
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVERTISING/CONSULTING 20,650 0 1,826 18,824


TY 2023 SubstantialContributorsSch
Name:
THE VINE FOUNDATION
EIN:
46-5432750
Name Address
KATHLEEN S CRAFT FOUNDATION
  		2502 EAST 45TH STREET
TULSA,OK74105
MARTIN FAMILY FOUNDATION
  		PO BOX 50190
CASPER,WY82605
MARTHA REICHERT 17430 W 54TH PLACE
GOLDEN,CO80403
KELLY FAMILY CHARITABLE FUND
  		PO BOX 582
NEEDHAM,MA02494
THE CATHOLIC FOUNDATION OF NORTHERN CO
  		6150 S SYRACUSE WAY 211
GREENWOOD VILLAGE,CO80111
THE ROTARY FOUNDATION
  		1560 SHERMAN AVENUE
EVANSTON,IL60201
JOHN AND MARI ANN MARTIN PO BOX 50190
CASPER,WY82605
JOHN AND MARGARET KELLY 9029 E HARVARD AVE
DENVER,CO80231
CASTOR FAMILY TRUST
  		4607 MISSION GORGE PLACE
SAN DIEGO,CA92120
MERCY WORKS
  		PO BOX 7465
APPLETON,WI54912
DAVID AND TERESA DEWOLF 5501 MERCHANTS VIEW SQUARE 739
HAYMARKET,VA20169


TY 2023 TaxesSchedule
Name:
THE VINE FOUNDATION
EIN:
46-5432750
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 6,467 0 0 6,467