VAN AUKEN FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
VAN AUKEN FAMILY FOUNDATION (EIN 27-4076271)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-14
IRS object ID
202541349349104479
Schema version
2024v5.0
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)
Return2025-05-14T16:35:35-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPETER M SUTTONPreparerPersonNm
PTINP00030816PTIN
Phone7195444786PhoneNum
Preparation2025-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

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$209InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$209InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$209InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$12,653DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,653DividendsNetInvstIncmAmt
Dividends Adj Net Incm$12,653DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$1,464NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$40,727GrossSalesPriceAmt
Other Income Rev And Expnss$865OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm$865OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$12,263TotalRevAndExpnssAmt
Total Net Invst Incm$12,862TotalNetInvstIncmAmt
Total Adj Net Incm$13,727TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$750AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$168TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$918TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$750TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$24,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$24,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$24,918TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$750TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$24,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$12,655ExcessRevenueOverExpensesAmt
Net Investment Income$12,112NetInvestmentIncomeAmt
Adjusted Net Income$13,727AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,746CashBOYAmt
Cash EOY$8,829CashEOYAmt
Corporate Stock BOY$377,173CorporateStockBOYAmt
Corporate Stock EOY$393,263CorporateStockEOYAmt
Total Assets BOY$380,919TotalAssetsBOYAmt
Total Assets EOY$402,092TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$380,919NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$402,092NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$380,919TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$402,092TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$380,919TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$402,092TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$380,919TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$12,655ExcessRevenueOverExpensesAmt
Other Increases$33,828OtherIncreasesAmt
Subtotal$402,092SubtotalAmt
Tot Net Ast Or Fund Balances EOY$402,092TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$168InvestmentIncomeExciseTaxAmt
Subtotal$168SubtotalAmt
Tax Based On Investment Income$168TaxBasedOnInvestmentIncomeAmt
Tax Due$168TaxDueAmt

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$385,218AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,288AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$391,506TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$391,506AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,873CashDeemedCharitableAmt
Net Vl Noncharitable Assets$385,633NetVlNoncharitableAssetsAmt
Minimum Investment Return$19,282MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$19,282MinimumInvestmentReturnAmt
Tax Based On Investment Income$168TaxBasedOnInvestmentIncomeAmt
Total Tax$168TotalTaxAmt
Distributable Before Adj$19,114DistributableBeforeAdjAmt
Distributable Before Ded$19,114DistributableBeforeDedAmt
Distributable As Adjusted$19,114DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$24,000ExpensesAndContributionsAmt
Qualifying Distributions$24,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$19,114DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$2,754ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,597ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$7,351TotalExcessDistributionCyovAmt
Qualifying Distributions$24,000QualifyingDistributionsAmt
Applied To Current Year$19,114AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,886RemainingDistriFromCorpusAmt
Total Corpus$12,237TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$12,237ExcessDistriCyovToNextYrAmt
Excess From Year2$2,754ExcessFromYear2Amt
Excess From Year1$4,597ExcessFromYear1Amt
Excess From Current Year$4,886ExcessFromCurrentYearAmt

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 (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CASA OF PUEBLO
130 W ABRIENDO AVEPUEBLOCO81004NONEAID FOR ABUSED & NEGLECTED CHILDREN$10,000
A CARING PREGNANCY CENTER
500 COLORADO AVEPUEBLOCO81004NONEPROVIDE AID FOR ULTRA SOUNDS$10,000
MERCY SHIPS
PO 2020LINDALETX75711AID FOR MEDICAL NEEDS$4,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$24,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$209RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$12,653RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$1,464RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
NONDIVIDEND DIST (RBC)14$865
NONDIVIDEND DIST (PEAKSTONE14

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$865ExclusionAmt
Related Or Exempt Function Incm$11,398RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$12,263TotalIncomeProducingActyAmt

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)
Amt$750Amt
Net Investment Income$750NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtSales ExpenseSalesExpenseAmtTotal NetTotalNetAmt
157.00PEAKSTONE REALTY TRUST COMMON2021-06PURCHASE2024-08$2,000$12,127$106-$10,233
390.000 STANLEY BLACK & DECKER INC2022-10PURCHASE2024-08$38,727$29,958$8,769

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockRBC WEALTH MANAGEMENTStockNm
EOY Book Value$393,263EOYBookValueAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNONDIVIDEND DIST (RBC)Desc
Revenue And Expenses Per Books$865RevenueAndExpensesPerBooksAmt
Adjusted Net Income$865AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN ASSET VALUE RBCDesc
Amt$33,828Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$168Amt

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