Brian J Vosburgh Charitable Trust

990PF • Fiscal year 2024 • EIN 27-3019321

Jan 01, 2024 to Dec 31, 2024 • Filed on May 08, 2025

Organization Profile

Refreshing map…

3720 Lochnora ParkwayDurham, NC 27705

(919) 323-6221

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2024

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2024

-24%

Higher net margin than 35% of similar nonprofits.

2024 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2024

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2024

-2.6%

Faster asset growth than 33% of similar nonprofits.

2024 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2023 to 2024

0.2%

Faster revenue growth than 36% of similar nonprofits.

2024 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets86th percentile

Assets

Down

$577,535

Down $23,358 (-3.9%) from 2022

Net Assets

Down

$577,535

Down $23,358 (-3.9%) from 2022

Liabilities

Flat

Flat from 2022

Revenue And Expenses

Liabilities / Revenue86th percentile Net Margin35th percentile

Revenue

$63,935

Up $8,841 (+16%) from 2022

Expenses

$79,227

Up $6,974 (+9.7%) from 2022

Net Income

-$15,292

Up $1,867 (+11%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2024

Assets$577,535

Liabilities$0

Net Assets$577,535

Open 2024 Filing

Operations Trend

Revenue Growth36th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2024

Revenue$63,935

Expenses$79,227

Net Income-$15,292

Open 2024 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: May 8, 2025
Return Version: 2024v5.1

Compensation and Service Providers

Top Officer Pay87th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
BRIAN J VOSBURGH	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Brian J Vosburgh Charitable Trust
EIN: 27-3019321
Phone: 9193236221
Address: 3720 LOCHNORA PARKWAY, DURHAM, NC 27705

Signing Officer

Name: Brian J Vosburgh
Title: Trustee
Phone: 9193236221
Signed: 2025-05-08
Discuss with paid preparer: Yes

Preparer

Firm: Creative Planning Tax LLC
Address: 5454 W 110TH STREET, OVERLAND PARK, KS 66211
Preparer: Nicole D Dobson CPA
Phone: 8165259699

Raw XML Appendix338 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	FONKOZE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	5	NORTH CAROLINA CENTRAL UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	6	PARTNERS IN HEALTH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	BOX 90581
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	PO BOX 25246
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	1718 CONNECTICUT AVE NW 201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	15 NEWBURY ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	5	1801 FAYETTEVILLE STREET 1222
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	6	888 COMMONWEALTH AVE 3RD FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	7	514 SOUTH DUKE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	8	410 LIBERTY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	9	12567 S CANYON DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	TULSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	DURHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	DURHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	5	DURHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	6	BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	7	DURHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	8	DURHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	9	OLATHE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	5	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	6	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	7	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	8	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	9	KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	741355699
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	27708
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	27702
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	20009
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	02116
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	5	27707
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	6	02215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	7	27701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	8	27702
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	9	66061
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	77179
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	37467
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	37467
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	35055
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	30207
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	25595
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	19808
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	23885
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	23885
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	151168
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	40503
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	35055
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	30207
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	25595
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	19808
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	77970
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	40503
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	175053
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	134550
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
TaxesSchedule/TaxesDetail/Amt	0	993
TaxesSchedule/TaxesDetail/CategoryTxt	0	TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	BRIAN J VOSBURGH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9193236221
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	BRIAN J VOSBURGH CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	BRIA
ReturnHeader/Filer/EIN	0	273019321
ReturnHeader/Filer/PhoneNum	0	9193236221
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	3720 LOCHNORA PARKWAY
ReturnHeader/Filer/USAddress/CityNm	0	DURHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NC
ReturnHeader/Filer/USAddress/ZIPCd	0	27705
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	471019942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	CREATIVE PLANNING TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	5454 W 110TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	OVERLAND PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	66211
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8165259699
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2025-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	NICOLE D DOBSON CPA
ReturnHeader/ReturnTs	0	2025-05-13T09:16:00-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $577,535
Liabilities: $0
Net assets: $577,535
Revenue: $63,935
Expenses: $79,227
Net income: -$15,292

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$5.78	$0.00	$5.78	$0.64	$0.79	$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$6.01	$0.00	$6.01	$0.55	$0.72	$0.17
2020Detailed filing. Detailed filing data is available for this year.	$6.22	$0.00	$6.22	$0.42	$0.62	$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$6.42	$0.00	$6.42	$1.60	$0.61	$0.99
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$5.43	$0.00	$5.43	$1.29	$0.43	$0.86
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.57	$0.00	$4.57	$0.21	$0.31	$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.67	$0.00	$4.67	$0.19	$0.31	$0.11
2015Detailed filing. Detailed filing data is available for this year.	$4.78	$0.00	$4.78	$0.11	$0.31	$0.20
2014Detailed filing. Detailed filing data is available for this year.	$4.98	$0.00	$4.98	$0.57	$0.24	$0.33
2013Detailed filing. Detailed filing data is available for this year.	$4.65	$0.00	$4.65	$1.35	$0.15	$1.20
2011Detailed filing. Detailed filing data is available for this year.	$1.87	$0.00	$1.87		$0.07