2025-11-11T16:20:28-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 20 EAST THOMAS ROAD SUITE 2300 PHOENIX AZ 85012 990PF 2024-01-01 208073833 THE DAVID S VAN DENBURGH FAMILY FOUNDATION DAVI 6023527689 PO BOX 18085 PHOENIX AZ 850058085 DAVID VAN DENBURGH PRESIDENT 6023527689 2025-11-08 1 1 MARY C GREEN P00447183 6022662248 2025-11-08 2024 2025-03-06 01:10:19Z X 9370243 X X 189427 189427 587803 2204837 587803 777230 777230 0 0 0 355 178 177 9870 8000 1870 19099 19099 0 385 385 0 29709 27662 2047 465000 465000 494709 27662 467047 282521 749568 16063 43101 43101 5733320 7713375 7713375 1893233 1613767 1613767 7642616 9370243 9370243 0 0 X 0 0 0 0 7642616 9370243 7642616 9370243 7642616 9370243 7642616 282521 1445106 9370243 0 9370243 MORGAN STANLEY 7951 2177107 1617016 560091 560091 ENERGY TRANSFER P 18 -18 -18 CAPITAL GAINS DIVIDENDS P 27730 27730 27730 587803 10419 0 10419 0 10419 8529 0 13100 0 21629 X 56 11154 11154 0 0 0 0 0 0 0 0 0 0 0 1 1 AZ 1 0 0 0 0 1 N/A LEA D BROWN 6023527689 PO BOX 18085 PHOENIX AZ 850058085 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID S VAN DENBURGH POBOX 18085 PHOENIX AZ 850058085 PRESIDENT & DIRECTOR 0.10 0 0 0 HEIDI C VANDENBURGH-LEDGER POBOX 18085 PHOENIX AZ 850058085 DIRECTOR 0.10 0 0 0 DANIEL DVAN DENBURGH POBOX 18085 PHOENIX AZ 850058085 DIRECTOR 0.10 0 0 0 AMY E VANDENBURGH POBOX 18085 PHOENIX AZ 850058085 DIRECTOR 0.10 0 0 0 NONE 0 NONE 0 0 8576843 23071 0 8599914 0 0 8599914 128999 8470915 423546 423546 10419 10419 413127 0 413127 0 413127 467047 0 467047 413127 0 0 63926 63926 467047 0 0 0 413127 53920 0 0 117846 0 0 0 0 0 0 0 117846 63926 53920 DAVID S VAN DENBURGH X IVY BRAIN TUMOR CENTER AT THE BARROW NEUROLOGICAL INSTITUTE 350 WEST THOMAS ROAD PHOENIX AZ 85013 N/A PC SUPPORT THE RESEARCH PROGRAM TO SAVE HUMAN LIVES 50000 BARROW NEUROLOGICAL FOUNDATION 350 WEST THOMAS ROAD PHOENIX AZ 85013 N/A PC SUPPORT THE RESEARCH PROGRAM TO SAVE HUMAN LIVES 60000 FRIENDS OF THE CHILDREN 44 NE MORRIS ST PORTLAND OR 97212 N/A PC FOSTER CARE 100000 HEARD MUSEUM 2301 N CENTRAL AVE PHOENIX AZ 85004 N/A PC TO SUPPORT HEARD MUSEUM 20000 HUMANE SOCIETY OF THE UNITED STATES 1255 23RD ST NW WASHINGTON DC 20037 N/A PC FUEL EFFORTS TO MAKE THIS A KINDER, SAFER WORLD FOR ALL ANIMALS 10000 SALVATION ARMY 2707 E VAN BUREN ST PHOENIX AZ 85008 N/A PC SUPPORT LOCAL COMMUNITY 40000 ST MARY'S FOOD BANK 3131 W THOMAS RD PHOENIX AZ 85017 N/A PC HELP FEED HUNGRY FAMILIES THROUGHOUT PHOENIX 40000 UNIVERSITY OF ARIZONA 1200 E UNIVERSITY BLVD TUCSON AZ 85721 N/A PC CENTER OF INNOVATION IN BRAIN SCIENCE SUPPORT 50000 WOMENS BOARD OF BNF 2910 N 3RD AVE STE 450 PHOENIX AZ 85013 N/A PC TO SUPPORT BARROW WOMENS BOARD 50000 VISTA COLLEGE PREP 812 S 6TH AVE PHOENIX AZ 85003 N/A PC TO SUPPORT VISTA COLLEGE PREP 10000 CASITA COPAN 2515 BANKSVILLE ROAD PITTSBURGH PA 15216 N/A PC TO SUPPORT CASITA COPAN 35000 465000 0 14 189427 18 587803 0 777230 0 777230 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 9870 8000 1870 FORM 990-PF, PART VII-B, QUESTION 1(A)(3) - GOODS, SERVICES, OR FACILITIES BURGH HOLDING COMPANY, INC. PROVIDED OFFICE SPACE, ACCOUNTING, AND OTHER SERVICES AT NO CHARGE TO THE DAVID S VAN DENBURGH FAMILY FOUNDATION DURING THE CURRENT YEAR. THE PRIMARY SHAREHOLDER OF BURGH HOLDING COMPANY, INC. IS A SUBSTANTIAL CONTRIBUTOR TO THE FOUNDATION. THIS IS AN ACCEPTED ACT OF SELF-DEALING UNDER IRC SECTION 4941(D)(2)(C). ABBVIE INC COM (ABBV) 197109 197109 MICROSOFT CORP (MSFT) 469854 469854 NUCOR CORPORATION (NUE) 60102 60102 NVIDIA CORPORATION (NVDA) 537459 537459 ORACLE CORP (ORCL) 172719 172719 PALANTIR TECHNOLOGIES INC CL A (PLTR) 726048 726048 PALO ALTO NETWORKS INC (PANW) 278398 278398 META PLATFORMS INC CL A (META) 293602 293602 QUALCOMM INC (QCOM) 117638 117638 SHOPIFY INC (SHOP) 153115 153115 SIGNET JEWELERS LIMITED (SIG) 41091 41091 SIMON PPTY GROUP INC (SPG) 579635 579635 STEEL DYNAMICS INC (STLD) 69118 69118 TAPESTRY INC (TPR) 196672 196672 UNITED PARCEL SER INC CL-B (UPS) 2 2 SERVICENOW INC (NOW) 222625 222625 VERTEX PHARMACEUTICALS (VRTX) 201350 201350 MARATHON PETROLEUM CORP (MPC) 233298 233298 ZSCALER, INC (ZS) 108246 108246 JPMORGAN CHASE & CO (JPM) 99617 99617 ALPHABET INC CL C (GOOG) 1146556 1146556 ATLAS ENERGY SOLUTIONS INC (AESI) 69408 69408 DATADOG INC CL A (DDOG) 117170 117170 CROWDSTRICK HLDGS INC CL A (CRWD) 153972 153972 ENERGY TRANSFER LP COM UT LTD (ET) 364261 364261 FREEPORT-MCMORGANCL-B (FCX) 277874 277874 EXXON MOBILL CORP (XOM) 201638 201638 PBF ENERGY INC (PBF) 278 278 PFIZER INC (PFE) 202714 202714 SALESFORECE INC (CRM) 268400 268400 TAIWAN SMCNDCTR MFG CO LTD ADR (TSM) 59406 59406 CLEVELAND CLIFFS INC 94000 94000 ALPS ETF TR ALERIAN ENERGY (ENFR) FMV 15419 15419 FIDELITY ADV HEALTH CARE A (FACDX) FMV 223607 223607 FT NASDAQ CYBERSECUR ETF (CIBR) FMV 147033 147033 INVESCO SEMICONDUCTORS ETF (PSI) FMV 152713 152713 ISHARES RUSSELL 2000 ETF (IWM) FMV 62837 62837 FIDELITY ADV FLTG RT HI INC A (FFRAX) FMV 196409 196409 KAYNE ANDERSON ENERGY INFRSTR (KYN) FMV 815749 815749 LEGAL FEES 355 178 177 ENERGY TRANSFER LP DEDUCTIONS 385 385 0 UNREALIZED INVESTMENT GAIN 1445106 EXCISE TAXES 19060 19060 0 FOREIGN TAXES 39 39 0