VAN AUKEN FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
VAN AUKEN FAMILY FOUNDATION (EIN 27-4076271)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-09
IRS object ID
202303139349101665
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-09T14:04:42-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN840864132PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SUTTON DOWELL & CO LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12406 N GRAND AVEAddressLine1Txt
CityPUEBLOCityNm
State AbbreviationCOStateAbbreviationCd
ZIP81003ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN274076271EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VAN AUKEN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlVANABusinessNameControlTxt
Phone7195820301PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11243 LIBERTY POINT BLVDAddressLine1Txt
CityPUEBLO WESTCityNm
State AbbreviationCOStateAbbreviationCd
ZIP810077512ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY A VAN AUKENPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7195820301PhoneNum
Signature2023-11-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJEFFREYPersonFirstNm
Person LastVAN AUKENPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPETER M SUTTONPreparerPersonNm
PTINP00030816PTIN
Phone7195444786PhoneNum
Preparation2023-11-08PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$547InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$547InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$547InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$2,815DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,815DividendsNetInvstIncmAmt
Dividends Adj Net Incm$2,815DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$15NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$15GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$15CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$368OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$368OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$368OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$3,745TotalRevAndExpnssAmt
Total Net Invst Incm$3,745TotalNetInvstIncmAmt
Total Adj Net Incm$3,730TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$525AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$525AccountingFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$525TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$525TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$21,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$21,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$21,525TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$525TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$21,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$17,780ExcessRevenueOverExpensesAmt
Net Investment Income$3,220NetInvestmentIncomeAmt
Adjusted Net Income$3,730AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$18,539CashEOYAmt
Corporate Stock BOY$399,389CorporateStockBOYAmt
Corporate Stock EOY$395,292CorporateStockEOYAmt
Total Assets BOY$399,389TotalAssetsBOYAmt
Total Assets EOY$413,831TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$399,389NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$413,831NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$399,389TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$413,831TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$399,389TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$413,831TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$399,389TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$17,780ExcessRevenueOverExpensesAmt
Other Increases$39,423OtherIncreasesAmt
Subtotal$421,032SubtotalAmt
Other Decreases$7,201OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$413,831TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$15CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$45InvestmentIncomeExciseTaxAmt
Subtotal$45SubtotalAmt
Tax Based On Investment Income$45TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$27ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$27TotalPaymentsAndCreditsAmt
Tax Due$18TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsfalseAtLeast5000InAssetsInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJEFFREY A VAN AUKENIndividualWithBooksNm
Phone7195820301PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11243 LIBERTY POINT BLVDAddressLine1Txt
CityPUEBLOCityNm
State AbbreviationCOStateAbbreviationCd
ZIP810077512ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JEFFREY A VAN AUKEN
1243 LIBERTY POINT BLVDPUEBLOCO810077512TRUSTEE000.00$0$0$0
DAVID P VAN AUKEN
8952 GRAY FOX DRIVEEVERGREENCO80439TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$362,083AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,300AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$371,383TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$371,383AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,571CashDeemedCharitableAmt
Net Vl Noncharitable Assets$365,812NetVlNoncharitableAssetsAmt
Minimum Investment Return$18,291MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$18,291MinimumInvestmentReturnAmt
Tax Based On Investment Income$45TaxBasedOnInvestmentIncomeAmt
Total Tax$45TotalTaxAmt
Distributable Before Adj$18,246DistributableBeforeAdjAmt
Distributable Before Ded$18,246DistributableBeforeDedAmt
Distributable As Adjusted$18,246DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$21,000ExpensesAndContributionsAmt
Qualifying Distributions$21,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$18,246DistributableAsAdjustedAmt
Qualifying Distributions$21,000QualifyingDistributionsAmt
Applied To Current Year$18,246AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,754RemainingDistriFromCorpusAmt
Total Corpus$2,754TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$2,754ExcessDistriCyovToNextYrAmt
Excess From Current Year$2,754ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJEFFREY VAN AUKENRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11243 LIBERY POINT BLVDAddressLine1Txt
CityPUEBLOCityNm
State AbbreviationCOStateAbbreviationCd
ZIP810077512ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7195820301RecipientPhoneNum
Recipient Email AddressJEFF.VANAUKEN@COMCAST.NETRecipientEmailAddressTxt
Form And Info And MaterialsPURPOSE OF THE ORGANIZATION, AMOUNT REQUESTED, SPECIFIC USES OF REQUESTED AMOUNTS.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsMST MEET THE STATED MISSION AND GOALS OF THE FOUNDATION.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
TRINITY LIFE CENTER
36 MERRITT CTPUEBLOCO81001NONEASSIST WITH EXPENSES$7,800
DENVER RESCUE MISSION
6100 SMITH RDDENVERCO80216NONEASSIST HOMELESS$1,000
BLUE SPRUCE HABITAT FOR HUMANITY
1520 EVERGREEN PARKWAYEVERGREENCO80437NONEHELP LOW INCOME FAMILIES$1,000PO BOX 2366
CASA OF PUEBLO
130 W ABRIENDO AVEPUEBLOCO81004NONEAID FOR ABUSED & NEGLECTED CHILDREN$5,600
A CARING PREGNANCY CENTER
500 COLORADO AVEPUEBLOCO81004NONEPROVIDE AID FOR ULTRA SOUNDS$5,600
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$21,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$547RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,815RelatedOrExemptFunctionIncmAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$368ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$15RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$368ExclusionAmt
Related Or Exempt Function Incm$3,377RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,745TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$525Amt
Net Investment Income$525NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmt
GRIFFIN REALTY TRUST E$31,657
RBC WEALTH MANAGEMENT$363,635

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN ASSET VALUE - GRIFFITHDesc
Amt$7,201Amt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNONDIVIDEND DISTRIBUTIONSDesc
Revenue And Expenses Per Books$368RevenueAndExpensesPerBooksAmt
Net Investment Income$368NetInvestmentIncomeAmt
Adjusted Net Income$368AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (3 entries)

DescDescAmtAmt
TRANSFER FROM 319-18501$21,475
CHANGE IN ASSET VALUE - RBC$17,888
PB&T NOT ON PY BALANCE SHEET$60

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