-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
07-01-2019
, and ending
06-30-2020
Name of foundation
CONNIE HILLMAN FAMILY FOUNDATION
C/O LARRY R ADAMSON
Number and street (or P.O. box number if mail is not delivered to street address)
3430 ESUNRISE DR NO 200
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TUCSON
,
AZ
85718
A Employer identification number
45-3758612
B
Telephone number (see instructions)
(520) 792-1181
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
10,222,508
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
3,102,723
2
Check
.............
3
Interest on savings and temporary cash investments
194,860
194,860
4
Dividends and interest from securities
...
18,485
18,485
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
30,691
b
Gross sales price for all assets on line 6a
10,590,398
7
Capital gain net income (from Part IV, line 2)
...
321,148
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
........
3,346,759
534,493
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)
.........
88,078
8,808
79,270
b
Accounting fees (attach schedule)
.......
5,910
591
5,319
c
Other professional fees (attach schedule)
....
72,158
72,158
0
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
9,404
9,404
0
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
175,550
90,961
84,589
25
Contributions, gifts, grants paid
.......
2,897,564
2,897,564
26
Total expenses and disbursements.
Add lines 24 and 25
3,073,114
90,961
2,982,153
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
273,645
b
Net investment income
(if negative, enter -0-)
443,532
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
1
Cash—non-interest-bearing
.............
326,443
4
4
2
Savings and temporary cash investments
.........
8,618,246
9,557,591
9,575,309
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
394,658
230,262
295,718
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
403,263
228,398
351,477
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
9,742,610
10,016,255
10,222,508
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
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
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
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
9,742,610
10,016,255
29
Total net assets or fund balances
(see instructions)
.....
9,742,610
10,016,255
30
Total liabilities and net assets/fund balances
(see instructions)
.
9,742,610
10,016,255
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
9,742,610
2
Enter amount from Part I, line 27a
.....................
2
273,645
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
10,016,255
5
Decreases not included in line 2 (itemize)
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
10,016,255
Form
990-PF
(2019)
Form 990-PF (2019)
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
1805 SHARES ISHARES TR RUS 1000 GRW ETF
D
2019-12-24
2020-01-24
b
434 SHARES VANGUARD WORLD FDS
D
2019-12-24
2020-01-24
c
10301 SHARES ACS ACTIVIDADES DE CONST
P
2019-06-27
2019-07-10
d
412 SHARES ACS ACTIVIDADES DE CONST
P
2019-07-26
2019-08-05
e
0.04 SHARES ACS ACTIVIDADES DE CONST
P
2019-07-26
2019-08-13
2780 SHARES AIRBUS SE UNSPONSORED ADR
P
2019-06-27
2019-07-10
310 SHARES BLACKROCK INC COM
P
2020-03-16
2020-03-18
3673 SHARES CARLSBERG AS SPONSORED ADR
P
2019-06-27
2019-07-10
1160 SHARES DBS GROUP HOLDINGS LTD
P
2019-06-27
2019-07-10
172 SHARES ISHARES TR RUS 1000 GRW ETF
P
2019-06-27
2019-08-05
960 SHARES SPDR UNIT TRUST SER
P
2020-03-16
2020-03-18
3270 SHARES STEELCASE INC CL A
P
2020-02-25
2020-03-25
75 SHARES STEELCASE INC CL A
P
2020-02-26
2020-03-25
3925 SHARES STEELCASE INC CL A
P
2020-02-28
2020-03-25
170 SHARES STEELCASE INC CL A
P
2020-03-05
2020-03-25
1600 SHARES STEELCASE INC CL A
P
2020-03-06
2020-03-25
3410 SHARES STEELCASE INC CL A
P
2020-03-09
2020-03-25
225 SHARES STEELCASE INC CL A
P
2020-03-10
2020-03-25
245 SHARES STEELCASE INC CL A
P
2020-03-11
2020-03-25
155 SHARES STEELCASE INC CL A
P
2020-03-12
2020-03-25
1710 SHARES STEELCASE INC CL A
P
2020-03-13
2020-03-25
1,055,000 UNITS US TREASURY BILLS DUE 08/08/19
P
2019-02-04
2019-08-08
1,340,000 UNITS US TREASURY BILLS DUE 03/26/20
P
2019-12-23
2020-03-26
20,000 UNITS US TREASURY BILLS DUE 04/23/20
P
2020-02-12
2020-04-23
600,000 UNITS US TREASURY BILLS DUE 10/31/19
P
2019-04-29
2019-10-31
1,000,000 UNITS US TREASURY BILLS DUE 3/12/20
P
2019-12-09
2020-03-12
1,325,000 UNITS US TREASURY BILLS DUE 4/2/20
P
2019-12-30
2020-04-02
155,000 UNITS US TREASURY BILLS DUE 4/30/20
P
2020-01-27
2020-04-30
460,000 UNITS US TREASURY BILLS DUE 5/14/20
P
2020-02-10
2020-05-14
355 SHARES ZIMMER BIOMET HOLDINGS INC
P
2020-03-13
2020-03-20
825 SHARES ZIMMER BIOMET HOLDINGS INC
P
2020-03-13
2020-03-24
90 SHARES ETF SPDR GOLD TRUST
P
2013-06-20
2019-08-07
368 SHARES ETF SPDR GOLD TRUST
P
2013-06-20
2020-01-07
35 SHARES ETF SPDR GOLD TRUST
P
2013-12-19
2020-01-07
278 SHARES ETF SPDR GOLD TRUST
P
2013-12-19
2020-04-13
123 SHARES ETF SPDR GOLD TRUST
P
2013-12-19
2020-05-04
258 SHARES ETF SPDR GOLD TRUST
P
2014-09-11
2020-05-04
83 SHARES ETF SPDR GOLD TRUST
P
2014-09-30
2020-05-04
37 SHARES ETF SPDR GOLD TRUST
P
2014-10-03
2020-05-04
206 SHARES ETF SPDR GOLD TRUST
P
2015-03-17
2020-05-04
2,080,000 UNITS US TREASURY BILLS DUE 11/7/19
P
2018-11-06
2019-11-07
160,000 UNITS US TREASURY BILLS DUE 1/30/20
P
2019-01-29
2020-01-30
770,000 UNITS US TREASURY BILLS DUE 2/27/20
P
2019-02-26
2020-02-27
(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
330,229
88,260
241,969
b
112,751
43,977
68,774
c
84,878
84,211
667
d
3,131
3,131
e
0
98,895
98,120
775
111,215
114,232
-3,017
100,987
96,545
4,442
87,462
88,757
-1,295
26,628
27,025
-397
234,647
230,123
4,524
38,983
58,284
-19,301
894
1,307
-413
46,792
62,910
-16,118
2,027
2,660
-633
19,074
24,299
-5,225
40,652
47,848
-7,196
2,682
3,101
-419
2,921
3,308
-387
1,848
1,944
-96
20,386
19,459
927
1,044,543
1,044,543
0
1,334,753
1,334,753
0
19,940
19,940
0
592,793
592,793
0
996,173
996,173
0
1,319,930
1,319,930
0
154,418
154,418
0
458,205
458,205
0
32,990
34,785
-1,795
76,713
80,838
-4,125
12,773
11,257
1,516
55,219
46,028
9,191
5,252
4,027
1,225
44,457
31,989
12,468
19,749
14,154
5,595
41,426
30,846
10,580
13,327
9,648
3,679
5,941
4,257
1,684
33,076
22,658
10,418
2,054,877
2,054,877
0
155,944
155,944
0
750,817
750,817
0
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
241,969
b
68,774
c
667
d
3,131
e
0
775
-3,017
4,442
-1,295
-397
4,524
-19,301
-413
-16,118
-633
-5,225
-7,196
-419
-387
-96
927
0
0
0
0
0
0
0
0
-1,795
-4,125
1,516
9,191
1,225
12,468
5,595
10,580
3,679
1,684
10,418
0
0
0
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
321,148
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
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
2,717,950
9,171,118
0.296360
2017
2,289,277
8,849,722
0.258683
2016
2,459,000
9,723,228
0.252900
2015
1,643,561
10,112,048
0.162535
2014
685,874
9,991,945
0.068643
2
Total
of line 1, column (d)
.....................
2
1.039121
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.207824
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
10,400,611
5
Multiply line 4 by line 3
......................
5
2,161,497
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
4,435
7
Add lines 5 and 6
........................
7
2,165,932
8
Enter qualifying distributions from Part XII, line 4
,.............
8
2,982,153
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
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
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
4,435
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% 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
4,435
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
4,435
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
3,600
b
Exempt foreign organizations—tax withheld at source
......
6b
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
3,600
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
.......
9
835
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
Refunded
11
Part VII-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 Instructions
for 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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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:
By language in the governing instrument, or
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 XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
AZ
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 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
Yes
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
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 address
NONE
14
The books are in care of
LARRY R ADAMSON
Telephone no.
(520) 792-1181
Located at
3430 E SUNRISE DR STE 200
TUCSON
AZ
ZIP+4
85718
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
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
Part VII-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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
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)?
...............
Yes
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.)
.......
Yes
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
No
Organizations relying on a current notice regarding disaster assistance check here
........
c
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 2019?
.............
1c
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
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?
.....
Yes
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
Organizations relying on a current notice regarding disaster assistance check here
.........
c
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?
..........
Yes
No
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?
.....................
Yes
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?
Yes
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?
.................
Yes
No
Part VIII
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
EMORY A HILLMAN
DIRECTOR, PRESIDENT & TREA
0.20
0
0
0
2 ARBORWOOD
IRVINE
,
CA
926202116
LARRY R ADAMSON
DIRECTOR, VICE PRES & SECY
5.00
0
0
0
3430 E SUNRISE 200
TUCSON
,
AZ
857183236
FEES PAID TO THE LAW FIRM OF LARRY
DIRECTOR, VICE PRES & SECY
0.00
0
0
0
ADAMSON ARE ON PART I LNS 16A16B
TUCSON
,
AZ
857183236
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
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
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
MISSION MANAGEMENT & TRUST
INVESTMENT SERVICES
72,158
3567 E SUNRISE DR 235
TUCSON
,
AZ
85718
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-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 IX-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
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
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
10,545,142
b
Average of monthly cash balances
.......................
1b
13,854
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
10,558,996
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
10,558,996
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
158,385
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
10,400,611
6
Minimum investment return.
Enter 5% of line 5
..................
6
520,031
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
520,031
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
4,435
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
4,435
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
515,596
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
515,596
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 XIII, line 1
...
7
515,596
Part XII
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
2,982,153
b
Program-related investments—total from Part IX-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 V, line 8, and Part XIII, line 4
4
2,982,153
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
4,435
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
2,977,718
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
515,596
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
879,848
c
From 2016
......
1,975,437
d
From 2017
......
1,858,129
e
From 2018
......
2,266,594
f
Total
of lines 3a through e
........
6,980,008
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
2,982,153
a
Applied to 2018, but not more than line 2a
0
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 2019 distributable amount
.....
515,596
e
Remaining amount distributed out of corpus
2,466,557
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
9,446,565
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 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
0
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 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
9,446,565
10
Analysis of line 9:
a
Excess from 2015
....
879,848
b
Excess from 2016
....
1,975,437
c
Excess from 2017
....
1,858,129
d
Excess from 2018
....
2,266,594
e
Excess from 2019
....
2,466,557
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-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 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
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 X, 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 XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
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
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
LARRY R ADAMSON
3430 E SUNRISE DRSUITE 200
TUCSON
,
AZ
85718
(520) 792-1181
LADAMSON@DUFFIELDLAW.COM
b
The form in which applications should be submitted and information and materials they should include:
LETTER
c
Any submission deadlines:
NONE NONE NONE
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
MUST BE A 501 (C) (3) ORGANIZATION
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
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)
a
Paid during the year
ADMINISTRATION OF RESOURCES & CHOICES
3003 S COUNTRY CLUB
TUCSON
,
AZ
85713
PC
LOW INCOME HOMEOWNERSHIP ASSISTANCE AND COUNSELING
10,000
AMERICAN RED CROSS
2916 E BROADWAY BLVD
TUCSON
,
AZ
85716
PC
VOLUNTEER SERVICESVOLUNTEER SERVICES
15,000
AMISTADES
5501 N ORACLE RD
TUCSON
,
AZ
85704
PC
ACADEMIC & BEHAVIORAL SERVICES FOR AT-RISK LATINO STUDENTS
15,000
AMITY FOUNDATION
10500 E TANQUE VERDE RD
TUCSON
,
AZ
85749
PC
OPIATE & ALCOHOL ABUSE PROGRAMS
15,000
AMPHI FOUNDATION
701 W WETMORE
TUCSON
,
AZ
85705
PC
STEM CAREER PROGRAMS
20,000
ANGEL CHARITY FOR CHILDREN
3132 N SWAN RD
TUCSON
,
AZ
85712
PC
PIMA COUNTY CHILDREN'S PROGRAMS
20,000
ARIZONA WORK
2801 E AJO WAY
TUCSON
,
AZ
85713
PC
VETERANS' WORKFORCE DEVELOPMENT
10,000
ARIZONA CHILDREN'S ASSOCIATION
3716 E COLUMBIA STREET
TUCSON
,
AZ
85714
PC
FOSTER CARE BY FAMILY MEMBER PROGRAMS
50,000
ARIZONA ONCOLOGY PROGRAM
2625 N CRAYCROFT ROAD
TUCSON
,
AZ
85712
PC
CANCER PATIENT SUPPORT SERVICES
5,000
ARIZONA THEATER COMPANY
343 S SCOTT
TUCSON
,
AZ
85701
PC
FOR ANNUAL FUND AS EXHIBITS SPONSOR
10,000
ARIZONA YOUTH PARTNERSHIP
7575 W TWIN PEAKS ROAD 165
TUCSON
,
AZ
85743
PC
SCIENCE BASED CAREERS - WAKE UP PROGRAM
5,000
ASSISTANCE LEAGUE OF TUCSON INC
1307 N ALVERNON WAY
TUCSON
,
AZ
85712
PC
OPERATION SCHOOL BELL
5,000
BAG IT CANCER SUPPORT
2900 E BROADWAY STE 100
TUCSON
,
AZ
85716
PC
CANCER SUPPORT & RESOURCES
1,000
BALLET ARTS FOUNDATION
200 S TUCSON BOULEVARD
TUCSON
,
AZ
85716
PC
FOR PROGRAMS OF ARTISTIC EXCELLENCE IN BALLET
15,000
BEACON FOUNDATION
308 W GLENN STREET
TUCSON
,
AZ
85705
PC
JOBS FOR THE MENTALLY CHALLENGED
15,000
BIG BROTHERS - BIG SISTERS OF TUCSON
160 E ALAMEDA STREET
TUCSON
,
AZ
85701
PC
FOR MENTORING SERVICES TO HIGH SCHOOL STUDENTS
25,000
BIO 5 INSTITUTE
P O BOX 210240
TUCSON
,
AZ
85721
PC
YOUTH LEADERSHIP AND STEM INTERNSHIP PROGRAM
10,000
BOY SCOUTS OF AMERICA - CATALINA COUNCIL
2250 E BROADWAY BLVD
TUCSON
,
AZ
85719
PC
CO-ED STEM PROGRAMS
5,000
BOYS & GIRLS CLUBS OF TUCSON
PO BOX 40217
TUCSON
,
AZ
85717
PC
AFTER SCHOOL CORE VALUES TRAINING
25,000
CAREGIVING TRAINING INSTITUTE
710 S KOLB ROAD
TUCSON
,
AZ
85710
PC
FOR TRAINING OF CAREGIVERS
5,000
CASA DE LOS NINOS
1120 N 5TH AVENUE
TUCSON
,
AZ
85705
PC
FOSTER PARENT TRAINING SERVICES
20,000
CASA DE LUZ FOUNDATION
7740 N ORACLE ROAD
TUCSON
,
AZ
85704
PC
ASSISTANCE TO FAMILIES OF HOSPICE PATIENTS
10,000
CASA SUPPORT COUNCIL
PO BOX 36017
TUCSON
,
AZ
85740
PC
ADVOCACY FOR ABUSED & NEGLECTED KIDS
5,000
CHILD & FAMILY RESOURCES
2800 E BROADWAY BLVD
TUCSON
,
AZ
85716
PC
YOUTH EMPOWERMENT & TEEN PREGANCY PROGRAMS
10,000
CHILD ADVOCACY CENTER OF SOUTHERN AZ
2329 E AJO WAY
TUCSON
,
AZ
85713
PC
SERVICES FOR CHILD VICTIMS OF CRIMES
5,000
CHILDREN'S MUSEUM TUCSON
200 S 6TH AVENUE
TUCSON
,
AZ
85701
PC
ART PROGRAMS FOR UNDERSERVED STUDENTS
7,000
CHRISTIAN YOUTH THEATER
7090 N ORACLE STE 178-197
TUCSON
,
AZ
85704
PC
YOUTH THEATER PROGRAM
5,000
CODAC BEHAVIORAL HEALTH SERVICES
1650 E FT LOWELL STE 202
TUCSON
,
AZ
85719
PC
OPIOD RECOVERY PROGRAMS
15,000
COMMUNITY FOOD BANK
3003 S COUNTRY CLUB
TUCSON
,
AZ
85713
PC
FOOD FOR LOW-INCOME PEOPLE
20,000
COMMUNITY FOUNDATION OF SOUTHERN ARIZONA
6420 E BROADWAY BLVD
TUCSON
,
AZ
85711
PC
COMMUNITY PHILANTHROPY
45,000
COMMUNITY HOME REPAIR PROJECTS
PO BOX 26215
TUCSON
,
AZ
85726
PC
HOUSING SUPPORT FOR LOW INCOME
10,000
COPE COMMUNITY SERVICES
82 S STONE AVENUE
TUCSON
,
AZ
85701
PC
BEHAVIORAL HEALTH & MEDICAL ASSISTANCE
25,000
COTOYE TASK FORCE
66 E PENNINGTON
TUCSON
,
AZ
85701
PC
WORKFORCE DEVELOPMENT FOR ADULTS WITH MENTAL ILLNESS
10,000
CULTURE OF PEACE ALLIANCE
4317 N EL TOVAR AVE
TUCSON
,
AZ
85705
PC
TEACHING COMPASSION & NON-VIOLENCE
5,000
DIAPER BANK OF SOUTHERN ARIZONA
1050 S PLUMMER
TUCSON
,
AZ
85719
PC
NEED BASED SUPPLIES
10,000
DIRECT CENTER FOR INDEPENDENCE
1001 N ALVERNON
TUCSON
,
AZ
85711
PC
LINKING EMPLOYERS WITH DISABLED VETERANS
5,000
DRAWING STUDIO
2760 N TUCSON BLVD
TUCSON
,
AZ
85716
PC
YOUTH ART PROGRAMS
1,000
DUNBAR BARBER ACADEMY
325 W 2ND STREET
TUCSON
,
AZ
85705
PC
BARBER SCHOOL FOR UNDERSERVED
10,000
EARN TO LEARN
4803 E 5TH STREET
TUCSON
,
AZ
85711
PC
FINANCIAL AID TO LOW-INCOME STUDENTS
10,000
EASTER SEALS BLAKE FOUNDATION
7750 E BROADWAY BLVD
TUCSON
,
AZ
85710
PC
CHILDCARE, EARLY INTERVENTION, JOB TRAINING AND BEHAVIORAL SERVICES
177,921
EDUCATIONAL ENRICHMENT FOUNDATION
3809 E THIRD STREET
TUCSON
,
AZ
85716
PC
HIGH SCHOOL SUPPLEMENTAL NEEDS
20,000
EL RIO HEALTH CENTER FOUNDATION
839 W CONGRESS STREET
TUCSON
,
AZ
85745
PC
LOW-INCOME HEALTH SERVICES
20,000
EMERGE CENTER AGAINST DOMESTIC ABUSE
2545 E ADAMS STREET
TUCSON
,
AZ
85716
PC
ABUSED WOMEN'S SHELTER AND COUNSELING
30,000
EXODUS
3726 E HAMPTON STREET
TUCSON
,
AZ
85716
PC
HOUSING & RECOVERY SERVICES FOR DRUG,ALCOHOL HOMELESSNESS
20,000
FIRST THINGS FIRST
3610 N PRINCE VILLAGE PLACE
TUCSON
,
AZ
85719
PC
HEALTH, DEVELOPMENT AND EDUCATION THRU AGE 5
5,000
FOX THEATRE
17 W CONGRESS
TUCSON
,
AZ
85701
PC
THEATRE SPONSORSHIP
5,000
GABRIEL'S ANGELS TUCSON
3849 E BROADWAY 292
TUCSON
,
AZ
85716
PC
TEACHING CORE VALUES TO AT-RISK YOUTH
1,000
GAP MINISTRIES
2861 N FLOWING WELLS RD
TUCSON
,
AZ
85705
PC
SERVICES FOR CHILDREN AND FAMILIES IN NEED
10,000
GIRL SCOUTS OF SOUTHERN ARIZONA
4300 E BROADWAY BLVD
TUCSON
,
AZ
85711
PC
SOCIAL IMPACT PROGRAMS FOR GIRLS
55,072
GOODWILL INDUSTRIES OF SOUTHERN ARIZONA
1940 E SILVERLAKE
TUCSON
,
AZ
85713
PC
SERVICES, TRAINING & JOBS FOR PEOPLE WITH EMPLOYMENT BARRIERS
20,000
GROWTH PARTNERS ARIZONA
333 N WILMOT STE 227
TUCSON
,
AZ
85711
PC
LENDING PROGRAMS TO NON-PROFIT ORGANIZATIONS
15,000
HABITAT FOR HUMANITY - TUCSON
3501 N MOUNTAIN AVENUE
TUCSON
,
AZ
85719
PC
HOME OWNERSHIP FOR LOW-INCOME PEOPLE
20,000
IMAGO DEI
PO BOX 3056
TUCSON
,
AZ
85702
PC
PRIVATE SCHOOL FOR LOW INCOME FAMILIES
7,500
INTERFAITH COMMUNITY SERVICES
2820 W INA ROAD
TUCSON
,
AZ
85741
PC
EMPLOYMENT & COUNCELING ASSISTANCE
239,172
INTERMOUNTAIN BEHAVIORAL SERVICES
PO BOX 17749
TUCSON
,
AZ
85731
PC
SERVICES FOR ADJUDICATED YOUTH
385,000
INTERNATIONAL RESCUE COMMITTEE - TUCSON
2100 N KOLB ROAD
TUCSON
,
AZ
85715
PC
REFUGEE SERVICES
5,000
JOB PATH
2820 W INA ROAD
TUCSON
,
AZ
85741
PC
JOB TRAINING AND EDUCATION FOR UNDERSERVED.
20,000
JUNIOR ACHIEVEMENT
6339 E SPEEDWAY
TUCSON
,
AZ
85710
PC
FINANCIAL EDUCATION FOR HIGH SCHOOLERS
12,500
LA FRONTERA
504 W 29TH STREET
TUCSON
,
AZ
85713
PC
LOW-INCOME HOUSING FOR FAMILIES, SENIORS & DISABLED
10,000
LITERACY CONNECTS
200 E YAVAPAI
TUCSON
,
AZ
85705
PC
LITERACY AND READING FLUENCY PROGRAMS
143,212
LIVE THEATRE
3322 E FORT LOWELL RD
TUCSON
,
AZ
85716
PC
YOUTH THEATRE AND THEATER EDUCATION
225,000
MAKE WAY FOR BOOKS
700 N STONE AVE
TUCSON
,
AZ
85705
PC
EARLY LITERACY PROGRAMS & RESOURCES
5,000
MINI-TIME MACHINE MUSEUM
4455 E CAMP LOWELL DRIVE
TUCSON
,
AZ
85712
PC
TRANSPORTATION FOR LOW-INCOME STUDENTS
10,000
MIRACLE SQUARE
2601 N ORACLE ROAD
TUCSON
,
AZ
85705
PC
HOUSING FOR LOW-INCOME SENIORS & DISABLED
20,000
MORE THAN A BED
3637 N 1ST AVENUE
TUCSON
,
AZ
85719
PC
RESOURCE CENTER FOR FOSTER & ADOPTIVE FAMILIES
10,000
MOTHERS AGAINST DRUNK DRIVING - SOUTHERN ARIZONA AFFILIATE
2020 N FORBES
TUCSON
,
AZ
85745
PC
VICTIM SERVICES
10,000
NAMI SOUTHERN ARIZONA
6122 E 22ND STREET
TUCSON
,
AZ
85711
PC
EDUCATION FOR FAMILIES WITH MENTALLY ILL CHILDREN
20,000
OLD PUEBLO COMMUNITY SERVICES
4501 E 5TH STREET
TUCSON
,
AZ
85711
PC
HOMELESS WORK PROGRAM
10,000
OUR FAMILY SERVICES
2590 N ALVERNON WAY
TUCSON
,
AZ
85712
PC
SHELTER/HOUSING FOR HOMELESS FAMILIES & YOUTH SERVICES
200,000
PATRONATO DE SAN XAVIER
P O BOX 522
TUCSON
,
AZ
85702
PC
FOR MAINTENANCE, RESTORATION AND PRESERVATION OF MISSION SAN XAVIER DEL BAC
5,000
PIMA COMMUNITY COLLEGE FOUNDATION
4905 C E BROADWAY
TUCSON
,
AZ
85709
PC
SCHOLARSHIPS FOR THOSE IN NEED
10,000
PIMA COUNCIL ON AGING
8467 E BROADWAY
TUCSON
,
AZ
85710
PC
PROGRAMS FOR ELDERLY AND DISABLED
20,000
PIMA COUNTY JTED
2855 W MASTER PIECES DRIVE
TUCSON
,
AZ
85741
PC
JOB TRAINING FOR HIGH SCHOOL STUDENTS
5,000
PPEP INC
802 E 46TH STREET
TUCSON
,
AZ
85713
PC
FOR EDUCATIONAL/YOUTH PROGRAMS
10,000
QUILTS OF VALOR
1471 E SONORAN DESERT DRIVE
TUCSON
,
AZ
85737
PC
QUILTS MADE & GIVEN TO VETERANS
1,000
RONALD MCDONALD HOUSE OF CHARITIES OF SOUTHERN ARIZONA
2155 E ALLEN ROAD
TUCSON
,
AZ
85719
PC
FAMILY ILLNESS HOUSING SUPPORT
10,000
SAN MIGUEL CATHOLIC HIGH SCHOOL
6601 S SAN FERNANDO DRIVE
TUCSON
,
AZ
85756
PC
COLLEGE PREPARATION FOR LOW-INCOME HIGH SCHOOL STUDENTS AND WORK-STUDY PROGRAMS
10,000
SARSEF
3247 N CHRISTMAS AVENUE
TUCSON
,
AZ
85716
PC
STEM EDUCATION PROGRAM
10,000
SAVE THE CHILDREN
501 KINGS HIGHWAY EAST
FAIRFIELD
,
CT
06825
PC
YOUNG CHILDREN & FAMILY SUPPORT PROGRAMS
10,000
SISTER JOSE WOMEN'S CENTER
P O BOX 1028
TUCSON
,
AZ
85702
PC
HOMELESS WOMEN'S SHELTER
10,000
SOCIAL VENTURE PARTNERS
5049 E BROADWAY STE 233
TUCSON
,
AZ
85711
PC
OPERATIONS AND FOR FAST PITCH PROGRAM
48,273
SOUTHERN ARIZONA LEGAL AID INC
2343 E BROADWAY STE 200
TUCSON
,
AZ
85719
PC
FREE CIVIL LEGAL AID
10,000
ST LUKE'S HOME
615 E ADAMS
TUCSON
,
AZ
85705
PC
FOR HOUSING ASSISTANCE TO LOW INCOME ELDERLY
15,000
ST ELIZABETH HEALTH CENTER
140 W SPEEDWAY
TUCSON
,
AZ
85705
PC
UNDERSERVED AND LOW INCOME HEALTHCARE
10,000
STEP UP TO JUSTICE
320 N COMMERCE PARK LOOP 100
TUCSON
,
AZ
85745
PC
LEGAL SERVICES FOR LOW INCOME
10,000
SUNNYSIDE FOUNDATION
2238 E GINTER ROAD
TUCSON
,
AZ
85706
PC
K-12 EDUCATIONAL SUPPORT
10,000
THE HAVEN
1107 E ADELAIDE DRIVE
TUCSON
,
AZ
85719
PC
DRUG TREATMENT FOR WOMEN
20,000
TREASURES FOR TEACHERS
6800 N CAMINO MARTIN 124
TUCSON
,
AZ
85741
PC
FREE/LOW COST SCHOOL SUPPLIES FOR TEACHERS
2,500
TU NUDITO CHILDREN & FAMILY SERVICES
3922 N MOUNTAIN AVENUE
TUCSON
,
AZ
85719
PC
COUNSELLING PROGRAMS AND GRIEVING SERVICES FOR CHILDREN WHO HAVE LOST A FAMILY MEMBER
15,000
TUCSON MAGNET HIGH SCHOOL CHOIR
400 N 2ND AVENUE
TUCSON
,
AZ
85705
PC
HIGH SCHOOL CHOIR PROGRAM
500
TUCSON MEDICAL CENTER FOUNDATION
5301 E GRANT RD
TUCSON
,
AZ
85712
PC
NICU - SMALL BABY PROGRAMNICU - SMALL BABY PROGRAM
10,000
TUCSON MUSEUM OF ART
140 N MAIN STREET
TUCSON
,
AZ
85701
PC
FOR SUPPORT OF THE ARTS
20,000
TUCSON SYMPHONY SOCIETY
2175 N 6TH AVENUE
TUCSON
,
AZ
85705
PC
FOR SUPPORT OF THE MUSICAL ARTS
60,000
TUCSON YOUTH DEVELOPMENT
1901 N STONE AVE
TUCSON
,
AZ
85705
PC
EDUCATION AND TRAINING FOR YOUTH EMPLOYMENT
5,000
TUSD GRAD LINK
1010 E 10TH STREET
TUCSON
,
AZ
85719
PC
ONLINE & IN PERSON SUPPORT FOR GRADUATING
10,000
UNIVERSITY OF ARIZONA FOUNDATION
1111 N CHERRY
TUCSON
,
AZ
85719
PC
CENTER FOR RECRUITMENT & RETENTION OF MATH TEACHERS
10,000
WOMENS FOUNDATION OF SOUTHERN ARIZONA
1661 N SWAN ROAD
TUCSON
,
AZ
85712
PC
COUNSELING/MENTORING NON-PROFITS SERVING WOMEN
210,000
WRIGHT FLIGHT
7075 S PLUMER AVENUE NO 14
TUCSON
,
AZ
85756
PC
YOUTH AVIATION OPPORTUNITY THROUGH ACADEMIC ACHIEVEMENT
7,500
YMCA OF SOUTHERN ARIZONA
60 W ALAMEDA STREET
TUCSON
,
AZ
85701
PC
SWIM CAMPS FOR CHILDREN
10,000
YOUTH ON THEIR OWN
1660 N ALVERNON WAY
TUCSON
,
AZ
85712
PC
ASSITANCE TO HOMELESS HIGH SCHOOL STUDENTS
10,000
YWCA - MICROBUSINESS ADVANCEMENT CENTER
330 N COMMERCE LOOP STREET
TUCSON
,
AZ
85745
PC
JOB-TRAINING SERVICES
15,000
YWCA SOUTHERN ARIZONA
525 N BONITA AVENUE
TUCSON
,
AZ
85745
PC
CAREER BUIDING SUPPORT FOR WOMEN
47,414
Total
.................................
3a
2,897,564
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
194,860
4
Dividends and interest from securities
....
14
18,485
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not 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
30,691
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
244,036
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
244,036
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
8
THE $30,691 IN COLUMN D OF PART XVI-A, LN 8, IS THE TOTAL CAPITAL GAIN RECEIVED IN SELLING ASSETS WITH GROSS PROCEEDS OF $10,590,398 (CF PART I, LNS 6A & LN 6B). THESE SALES WERE NEEDED FIRST TO SELL & INVEST ASSETS CONTRIBUTED IN KIND IN NORMAL MANNER SO AS TO BE "RELATED TO ACCOMPLISHMNENT OF EXEMPT PURPOSES," SINCE CASH WAS USED TO COVER DISBURSEMENTS AND DISTRIBUTIONS THAT WERE PART OF THE OVERALL NEEDS OF THE ORGANIZATION IN ITS ORDINARY AND NORMAL ACTIVITIES UNDERTAKEN TO ENABLE THE ACCOMPLISHMENT OF ITS EXEMPT PURPOSES.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description