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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
JOHN VOS FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)CO GRICE 14409 GREENVIEW DR 201
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAUREL, MD20708
A Employer identification number

26-1587229
B Telephone number (see instructions)

(301) 953-3259
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$17,581,473J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 338,823 297,612  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 837,175
b Gross sales price for all assets on line 6a 12,897,760
7 Capital gain net income (from Part IV, line 2)... 837,175
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,175,998 1,134,787  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
19,973 0   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
22,742 21,940   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
22,644 671   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
97 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 65,456 22,611   0
25 Contributions, gifts, grants paid....... 1,003,660 1,003,660
26 Total expenses and disbursements. Add lines 24 and 25 1,069,116 22,611   1,003,660
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 106,882
b Net investment income (if negative, enter -0-) 1,112,176
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 476,910 181,237 181,237
2 Savings and temporary cash investments......... 148,043 386,766 386,766
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) 996,921 Click to see attachment
List of Attached Documents:
// Content
1,103,693 		1,119,474
b Investments—corporate stock (attach schedule)....... 663,751 Click to see attachment
List of Attached Documents:
// Content
636,429 		731,707
c Investments—corporate bonds (attach schedule)....... 467,685 Click to see attachment
List of Attached Documents:
// Content
467,685 		498,800
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 14,010,760 Click to see attachment
List of Attached Documents:
// Content
14,095,142 		14,663,489
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,764,070 16,870,952 17,581,473
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 16,764,070 16,870,952
29 Total net assets or fund balances (see instructions)..... 16,764,070 16,870,952
30 Total liabilities and net assets/fund balances (see instructions). 16,764,070 16,870,952
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
16,764,070
2
Enter amount from Part I, line 27a .....................
2
106,882
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
16,870,952
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
16,870,952
Form 990-PF (2024)
Form 990-PF (2024)
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 3.75 MIL SB 4YR MLS AUTOCALL LNKD TO NDX   2023-12-15 2024-12-26
b 250,000 BAML 4YR MLS AUTOCALL LNKD TO NDX   2023-09-29 2024-10-11
c 1 MIL CIBC 4YR MLS AUTOCALL NKD TO CPN P 2022-02-25 2024-03-11
d 1 MIL CITI 4YR MLS AUTOCALL NKD TO CPN P 2022-04-28 2024-05-10
e 1 MIL GS 4YR MLS AUTOCALL LNKD TO CPN P 2022-01-28 2024-02-09
4076234.4 FIDELITY GOV. PORTFOLIO INSTITUTIONAL P 2024-01-01 2024-12-31
BOA PUBLICLY TRADED SECURITES P 2024-01-01 2024-12-31
BOA PUBLICLY TRADED SECURITES P 2019-10-28 2024-12-31
599.972 SH BLACKROCK COMMODITY STRATEGIES P 2024-01-01 2024-12-31
6480.782 SH BLACKROCK COMMODITY STRATEGIES P 2023-01-01 2024-01-09
695.82 SH JP MORGAN GLOBAL ALLOCATION P 2024-01-01 2024-12-31
6888.34 SH JP MORGAN ALLOCATION P 2023-01-01 2024-12-31
1571 SH VODAFONE GROUP SPON ADR P 2017-04-05 2024-05-16
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,773,000   3,500,000 273,000
b 273,750   250,000 23,750
c 1,136,000   1,000,000 136,000
d 1,134,000   1,000,000 134,000
e 1,142,000   1,000,000 142,000
4,076,234   4,076,234 0
1,078,307   965,772 112,535
38,937   32,290 6,647
4,842   5,461 -619
52,300   58,990 -6,690
696   652 44
138,662   129,965 8,697
15,317   41,221 -25,904
33,715     33,715
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       273,000
b       23,750
c       136,000
d       134,000
e       142,000
      0
      112,535
      6,647
      -619
      -6,690
      44
      8,697
      -25,904
      33,715
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 2 837,175
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 15,459
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 15,459
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 15,459
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 14,000
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 14,000
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 1,459
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 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMD
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowNONE
14
The books are in care ofright arrowAPRIL MILLER Telephone no.right arrow (301) 953-3259

Located atright arrow14409 GREENVIEW DRIVE SUITE 201LAURELMD ZIP+4right arrow20708
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JOHN L VOS PRESIDENT
1.00 		0 0 0
13821 WILLISTON WAY
NAPLES,FL34119
TRICIA J VOS VICE PRESIDENT
1.00 		0 0 0
510 COLUMBUS AVE UNIT 4
BOSTON,MA02118
ROBIN M VOS VICE PRESIDENT
1.00 		0 0 0
30 MOUNT PLEASANT ST
WINCHESTER,MA01890
CHRISTINE A VOS SECRETARY/TREASUER
1.00 		0 0 0
13821 WILLISTON WAY
NAPLES,FL34119
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
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
16,891,727
b
Average of monthly cash balances.......................
1b
572,497
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
17,464,224
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
17,464,224
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
261,963
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
17,202,261
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
860,113
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
860,113
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
15,459
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
15,459
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
844,654
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
844,654
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
844,654
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
1,003,660
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
1,003,660
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 844,654
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 242,129
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,003,660
a Applied to 2023, but not more than line 2a 242,129
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 761,531
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		83,123
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
JOHN L VOS
CHRISTINE A VOS
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

ANNAPOLIS COUNCIL 1384 CHARITIES

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

ANNE ARUNDEL COUNTY FOOD BANK

120 MARBURY DRIVE
CROWNSVILLE,MD21032 		N/A OTHER PUBLIC CHARITY FOOD BANK 7,500

ANNE ARUNDEL MEDICAL CENTER FOUNDATION

2000 MEDICAL PARKWAY BELCHER
PAVILION SUITE 604
ANNAPOLIS,MD21401 		N/A OTHER PUBLIC CHARITY SUPPORT FOR ANNE ARUNDEL MEDICAL CENTER 210,000

BELTSVILLE ADVENTIST SCHOOL

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

CARTER'S UNITED METHODIST CHURCH

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

CASA OF ANNE ARUDEL COUNTY

8 CHURCH CIRCLE SUITE H-103
ANNAPOLIS,MD21401 		N/A OTHER PUBLIC CHARITY SUPPORT FOR ABUSED CHILDREN 15,000

CASA OF BOSTON

85 MERRIMAC STREET 401
BOSTON,MA02114 		N/A OTHER PUBLIC CHARITY SUPPORT FOR ABUSED CHILDREN 12,000

CASA OF EASTERN PANHANDLE

336 SOUTH QUEEN ST
MARTINSBURG,WV25401 		N/A OTHER PUBLIC CHARITY SUPPORT FOR ABUSED CHILDREN 12,000

CENTER OF HELP INC

1906 FOREST DRIVE SUITE A/B
ANNAPOLIS,MD21401 		N/A OTHER PUBLIC CHARITY SUPPORT FOR IMMIGRANT COMMUNITY IN ANNE ARUNDEL COUNTY 10,000

CHILDRENS MIRACLE NETWORK

205 WEST 700 SOUTH
SALT LAKE,UT84101 		N/A OTHER PUBLIC CHARITY SUPPORTING CHILDREN'S HOSPITALS IN THE U.S. AND CANADA 2,000

COMMUNITY FOUNDATION OF COLLIER COUNTY

1110 PINE RIDGE ROAD 200
NAPLES,FL34108 		N/A OTHER PUBLIC CHARITY COMMUNITY FOUNDATION 10,000

CRADLES TO CRAYONS

155 NORTH BEACON STREET
BRIGHTON,MA02135 		N/A OTHER PUBLIC CHARITY HELP LOW INCOME CHILDREN WITH CLOTHING, SCHOOL SUPPLIES 25,200

ELDER CARE SERVICES OF CAPE COD & ISLANDS

68 ROUTE 134
SOUTH DENNIS,MA02660 		N/A OTHER PUBLIC CHARITY PROVIDES MEALS AND OTHER SERVICES TO FRAIL SENIORS 20,000

FULLER CENTER FOR HOUSING INC

701 S MARTIN LUTHER KING BLVD
AMERICUS,GA31719 		N/A OTHER PUBLIC CHARITY SEEKS TO ERADICATE POVERTY HOUSING BY REHABILITATING HOMES FOR PEOPLE IN NEED 3,600

GREATER BOSTON FOOD BANK THE

70 SOUTH BAY AVE
BOSTON,MA02118 		N/A OTHER PUBLIC CHARITY FOOD BANK 15,000

HABITAT FOR HUMANITY CAPE COD

411 MAIN STREET SUITE 6
YARMOUTH PORT,MA02675 		N/A OTHER PUBLIC CHARITY HOUSING FOR LOW INCOME INDIVIDUALS AND FAMILIES 35,000

HARRY CHAPIN FOOD BANK

3760 FOWLER STREET
FORT MYERS,FL33901 		N/A OTHER PUBLIC CHARITY FOOD BANK 20,000

HOLOCAUST MUSEUM & COHEN EDUCATION CENTER

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

HOPE FOR ALL

122 ROESLER ROAD
GLEN BURNIE,MD21060 		N/A OTHER PUBLIC CHARITY A CHRISTIAN MINISTRY THAT PROVIDES FURNITURE, HOUSEHOLD ITEMS, AND CLOTHING. 5,000

INDIAN CREEK SCHOOL

1130 ANNE CHAMBERS WAY
CROWNSVILLE,MD21032 		N/A OTHER PUBLIC CHARITY SCHOOL EDUCATIONAL 17,360

JJOY FOUNDATION

PO BOX 302
HANOVER,IN472430302 		N/A OTHER PUBLIC CHARITY INTERNATIONAL PARTNER PROJECTS FOCUSED ON IMPROVING SHELTER, EDUCATION, AND HEALTH 50,000

KENNEDY KRIEGER INSTITUTE

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

LIBERTY YOUTH RANCH

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

LIGHTHOUSE FRIENDS OF

10 HUDSON STREET
ANNAPOLIS,MD21401 		N/A OTHER PUBLIC CHARITY HOMELESS SHELTER 10,000

LITTLE SISTERS OF THE POOR

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

MANNA HOUSE INC

435 EAST 25TH STREET
BALTIMORE,MD21218 		N/A OTHER PUBLIC CHARITY HOMELESS SHELTER 40,000

MARYLAND FOOD BANK

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

MISSION OF DEEDS

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

MORE THAN WORDS

242 EAST BERKELEY STREET
BOSTON,MA02118 		N/A OTHER PUBLIC CHARITY PROVIDES TRAINING AND EMPLOYMENT TO COURT-INVOLVED, HOMELESS AND FOSTERED YOUTH 5,000

MS CENTER OF SW FLORIDA

3372 WOODS EDGE CIRCLE 103
BONITA SPRINGS,FL34134 		N/A OTHER PUBLIC CHARITY HELP FOR PERSONS WITH MULTIPLE SCLEROSIS 30,000

ODENTON VOLUNTEER FIRE DEPARTMENT

1425 ANNAPOLIS ROAD
ODENTON,MD21113 		N/A OTHER PUBLIC CHARITY SUPPORT OF VOLUNTEER FIRE DEPARTMENT 2,000

RANGER ROSARY INC

PO BOX 6581
ANNAPOLIS,MD21401 		N/A OTHER PUBLIC CHARITY TO PROVIDE ROSARIES TO MEMBERS OF THE ARMED FORCES 2,000

RONALD MCDONALD HOUSE OF DELAWARE

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

ROSEBURG RESCUE MISSION

752 SE PINE STREET
ROSEBURG,OR97470 		N/A OTHER PUBLIC CHARITY HOMELESS SHELTER AND SUPPORT 2,500

ROSIE'S PLACE

889 HARRISON AVE
BOSTON,MA02118 		N/A OTHER PUBLIC CHARITY HOUSING FOR LGBT WOMEN 5,000

SALVATION ARMY ANNAPOLIS

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

SEVERN RIVER ASSOCIATION

PO BOX 146
ANNAPOLIS,MD21404 		N/A OTHER PUBLIC CHARITY PRESERVING THE SEVERN RIVER IN MARYLAND THROUGH COMMUNITY INTERACTION 3,000

SPCA OF ANNE ARUNDEL COUNTY

1815 BAY RIDGE AVENUE
ANNAPOLIS,MD21401 		N/A OTHER PUBLIC CHARITY ANIMAL WELFARE 2,500

SPECIAL OLYMPICS MARYLAND

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

ST JUDE CHILDRENS RESEARCH HOSPITAL

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

ST LEO THE GREAT CATHOLIC CHURCH

28290 BEAUMONT ROAD
BONITA SPRINGS,FL34134 		N/A OTHER PUBLIC CHARITY CHURCH 1,000

ST MARY'S PARISH

109 DUKE OF GLOUCESTER STREET
ANNAPOLIS,MD21401 		N/A OTHER PUBLIC CHARITY CHURCH 10,000

ST MATTHEWS HOUSE

2601 AIRPORT ROAD
NAPLES,FL23112 		N/A OTHER PUBLIC CHARITY EMERGENCY AND TRANSITIONAL HOUSING 12,500

STONE HOUSE

ONE WESTMINISTER AVE
ROXBURY,MA02119 		N/A OTHER PUBLIC CHARITY SUPPORTS INDIVIDUALS SURVIVORS OF DOMESTIC ABUSE 10,000

SUMMIT COUNTY RESCUE GROUP

PO BOX 1794
BRECKENRIDGE,CO80424 		N/A OTHER PUBLIC CHARITY VOLUNTEER MOUNTAIN RESCUE GROUP 2,500

THE LIGHT HOUSE

10 HUDSON STREET
ANNAPOLIS,MD21401 		N/A OTHER PUBLIC CHARITY HOMELESS SHELTER 35,000

TOYS FOR TOTS

PO BOX 4002036
DES MOINES,IA50340 		N/A OTHER PUBLIC CHARITY DISTRIBUTES TOYS TO CHILDREN FROM FAMILIES WITH LIMITED RESOURCES 3,000

UNITED HOLOCAUST HOLOCAUST MUSEUM

100 RAOUL WALLENBURG PLACE SW
WASHINGTON,DC200242126 		N/A OTHER PUBLIC CHARITY EDUCATION 2,000

WEST ANNAPOLIS VFD

121 JENNIFER ROAD
ANNAPOLIS,MD21401 		N/A OTHER PUBLIC CHARITY VOLUNTEER FIRE DEPARTMENT 2,500

WINCHESTER COMMUNITY MUSIC SCHOOL

407 HIGHLAND AVE
WINCHESTER,MA01890 		N/A OTHER PUBLIC CHARITY MUSIC SCHOOL THAT SERVES THE GREATER BOSTON COMMUNITY THROUGH EDUCATION AND PERFORMANCE 200,000

YWCA

1517 RITCHIE HIGHWAY
ANNAPOLIS,MD22012 		N/A OTHER PUBLIC CHARITY SUPPORTS WOMEN THROUGH EDUCATION AND ANTI-VIOLENCE PROGRAMS 75,000
Total .................................right arrow 3a 1,003,660
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 338,823  
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 ............ 		    18 837,175  
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) .. 0 1,175,998 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,175,998
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
JOHN VOS FAMILY FOUNDATION INC
EIN:
26-1587229
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 19,973 0   0

TY 2024 InvestmentsCorpBondsSchedule
Name:
JOHN VOS FAMILY FOUNDATION INC
EIN:
26-1587229
Name of Bond End of Year Book Value End of Year Fair Market Value
FORD MOTOR CREDIT CO LLC 467,685 498,800

TY 2024 InvestmentsCorpStockSchedule
Name:
JOHN VOS FAMILY FOUNDATION INC
EIN:
26-1587229
Name of Stock End of Year Book Value End of Year Fair Market Value
ALLIANCE BERNSTEIN GBL HGH INCOME 39,061 34,121
EATON VANCE LTD DURATION FUND 34,596 28,949
GE VERNOVA INC 2,004 20,723
BP PLC SPONSORED ADR 41,178 34,585
BRISTOL MYERS SQUIBB 40,114 41,968
CISCO SYS INC COM 39,991 75,894
GENERAL MTRS CO COM 40,305 57,532
BANK OF AMERICA PFD 39,785 40,235
WELLS FARGO PFD 40,645 38,218
QUALCOMM 19,404 57,915
AT&T INC COM 30,646 27,529
EXXON MOBIL CORP 32,952 47,331
CITIGROUP INC 27,912 33,858
BOEING 39,485 20,532
PIMCO DYNAMIC INCOME FD COM 111,778 83,722
ORION OFFICE REIT INC COM 1,435 267
GE HEALTHCARE TECHNOLOGIES INC 32,019 32,210
GE AEROSPACE 7,816 42,031
PFIZER INC 15,303 14,087

TY 2024 InvestmentsGovtObligationsSch
Name:
JOHN VOS FAMILY FOUNDATION INC
EIN:
26-1587229
US Government Securities - End of Year Book Value:

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

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


1,103,693
State & Local Government Securities - End of Year Fair Market Value:


1,119,474


TY 2024 InvestmentsOtherSchedule2
Name:
JOHN VOS FAMILY FOUNDATION INC
EIN:
26-1587229
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
COHEN & STEERS PFD SECS & INC AT COST 1,736,052 1,738,439
JP MORGAN INCOME BUILDER AT COST 107,641 102,848
THORNBURG INV INCOME BUILDER FND AT COST 147,269 180,079
BLACKROCK MULTI ASSET INCOME AT COST 144,555 137,174
ISHARES MSCI EMERGING MARKETS AT COST 34,385 41,724
JP MORGAN STRATEGIC AT COST 122,005 120,089
T ROWE PRICE CAPITAL APPRECIATION AT COST 181,172 195,950
SB 4YR MLS LNKD TO RTY AT COST 250,000 278,575
REALTY INCOME CORPORATION AT COST 35,897 38,882
VARIANT ALT INCOME FND INSTL AT COST 128,331 122,515
MANNING & NAPIER UNCONSTRAINED BD 1 AT COST 89,627 88,286
ALLSPRING CORE PLUS BOND FUND AT COST 63,433 60,597
VANGUARD SCOTTSDALE FDS AT COST 134,042 139,092
PIMCO PREFERRED AND CAPITAL SECS AT COST 149,304 151,560
CIBC 2YR MLS LNKD TO SPX SX5E AT COST 1,500,000 1,722,900
FIDELITY GOVERNMENT PORTFOLIO AT COST 3,566,528 3,566,528
JP MORGAN EXCHANGE TRADED FD EQUITY AT COST 245,871 264,063
ISHARES TR 0-3 MNTH TREASURY AT COST 79,254 79,152
DIAMOND HILL LARGE CAP AT COST 85,210 94,510
ISHARES S&P 100 AT COST 85,668 122,472
LOOMIS SAYLES GROWTH AT COST 71,160 97,991
VANGUARD 500 INDEX FUND AT COST 86,263 120,155
BLACKROCK MID CAP GROWTH AT COST 35,715 47,764
ISHARES RUSSELL MIDCAP AT COST 86,952 115,892
MFS MID CAP VALUE AT COST 46,391 53,438
ALLSPRING SPECIAL SMALL AT COST 32,988 37,182
CONESTOGA SMALL CAP FUND AT COST 33,321 41,896
ISHARES TR RUSSELL 2000 AT COST 26,437 35,133
ISHARES EDGE MSCI AT COST 31,818 35,001
OAKMARK INTL FD AT COST 17,432 18,406
VANGUARD FTSE DEVELOPED AT COST 40,141 45,190
HARTFORD SCHRODER EMER AT COST 55,196 63,329
VANGUARD FTSE EMERGING AT COST 18,131 21,183
ABBEY CAPITAL FUTURES AT COST 15,493 14,456
BLACKROCK EVENT DRIVEN AT COST 35,549 36,460
EATON VANCE GLB MACRO AT COST 13,537 13,884
NEUBERGR BERMAN LONG AT COST 31,462 35,062
CREDIT SUISSE COMMODITY AT COST 11,354 11,212
T ROWE PRICE ULTRA SHORT TERM AT COST 144,210 145,051
FIDELITY ADV INTL CAP AT COST 20,135 19,028
CALAMOS MARKET NEUTRAL AT COST 13,972 14,378
CATALYST MILLBURN HEDGE AT COST 33,873 34,550
CIBC 4YR MLS AUTOCALL LNKD TO SPX AT COST 1,750,000 1,801,450
CIBC 4YR MLS AUTOCALL LNKD TO SPX AT COST 1,000,000 1,015,400
CIBC 4YR MLS AUTO LNKD TO NDX AT COST 500,000 491,850
BMO 4YR MLS AUTOCALL LNKD TO RTY AT COST 500,000 506,900
CIBC 4YR MLS AUTO LNKD TO NDX AT COST 500,000 482,700
SPDR PORTFOLIO S&P 600 SMALL CAP AT COST 57,368 63,113

TY 2024 OtherExpensesSchedule
Name:
JOHN VOS FAMILY FOUNDATION INC
EIN:
26-1587229
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE SUPPLIES 97 0   0


TY 2024 OtherProfessionalFeesSchedule
Name:
JOHN VOS FAMILY FOUNDATION INC
EIN:
26-1587229
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNT INVESTMENT FEE 22,742 21,940   0


TY 2024 TaxesSchedule
Name:
JOHN VOS FAMILY FOUNDATION INC
EIN:
26-1587229
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 671 671   0
EXCISE TAXES 21,973 0   0