Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 05-01-2020 , and ending 04-30-2021
Name of foundation
JOHN F LONG FOUNDATION INC
 
% Jacob F Long
Number and street (or P.O. box number if mail is not delivered to street address)1118 E MISSOURI AVE STE A
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHOENIX, AZ850142710
A Employer identification number

86-6052431
B Telephone number (see instructions)

C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$8,031,393J Accounting method:
 
(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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 40,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,000 1,000 0
4 Dividends and interest from securities... 12,181 11,733 0
5a Gross rents............ 358,933 358,933 0
b Net rental income or (loss) 280,224
6a Net gain or (loss) from sale of assets not on line 10 0
b Gross sales price for all assets on line 6a 0
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications........... 0
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0 0
11 Other income (attach schedule)....... Click to see attachment 18 18 0
12 Total. Add lines 1 through 11........ 412,132 371,684 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,100 660 0 440
14 Other employee salaries and wages...... 10,317 6,707 0 3,610
15 Pension plans, employee benefits....... 1,515 985 0 530
16a Legal fees (attach schedule)......... Click to see attachment 13,090 13,090 0 0
b Accounting fees (attach schedule)....... 0 0 0 0
c Other professional fees (attach schedule).... 0 0 0 0
17 Interest............... 0 0 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 44,922 41,148 0 0
19 Depreciation (attach schedule) and depletion... Click to see attachment 24,360 24,360 0
20 Occupancy.............. 0 0 0 0
21 Travel, conferences, and meetings....... 0 0 0 0
22 Printing and publications.......... 0 0 0 0
23 Other expenses (attach schedule)....... Click to see list of attachments 13,202 13,202 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 108,506 100,152 0 4,580
25 Contributions, gifts, grants paid....... 352,900 352,900
26 Total expenses and disbursements. Add lines 24 and 25 461,406 100,152 0 357,480
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -49,274
b Net investment income (if negative, enter -0-) 271,532
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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
Assets 1 Cash—non-interest-bearing............. 87,506 43,920 43,920
2 Savings and temporary cash investments......... 434,584 1,119,571 1,119,571
3 Accounts receivable bullet2,945
Less: allowance for doubtful accounts bullet0 2,945 0 0
4 Pledges receivable bullet0
Less: allowance for doubtful accounts bullet0 0 0 0
5 Grants receivable................. 0 0 0
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0  
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet   0 0  
8 Inventories for sale or use.............. 0 0 0
9 Prepaid expenses and deferred charges.......... 820 681 681
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment200,000 200,000
b Investments—corporate stock (attach schedule).......   0  
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment462,774 461,798
11 Investments—land, buildings, and equipment: basis bullet0
Less: accumulated depreciation (attach schedule) bullet0 0 0 0
12 Investments—mortgage loans............. 0 0 0
13 Investments—other (attach schedule)..........   0  
14 Land, buildings, and equipment: basis bullet6,205,423
Less: accumulated depreciation (attach schedule) bullet197,924 6,031,859 Click to see attachment6,007,499 6,205,423
15 Other assets (describe bullet) Click to see attachment1,317,506 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,875,220 7,834,445 8,031,393
Liabilities 17 Accounts payable and accrued expenses.......... 0 0
18 Grants payable................. 0 0
19 Deferred revenue................. 0 0
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe bullet) Click to see attachment1,216 Click to see attachment9,715
23 Total liabilities (add lines 17 through 22)......... 1,216 9,715
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
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 bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 7,874,004 7,824,730
29 Total net assets or fund balances (see instructions)..... 7,874,004 7,824,730
30 Total liabilities and net assets/fund balances (see instructions). 7,875,220 7,834,445
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
7,874,004
2
Enter amount from Part I, line 27a .....................
2
-49,274
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,824,730
5
Decreases not included in line 2 (itemize) bullet
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
7,824,730
Form 990-PF (2020)
Form 990-PF (2020)
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 None      
b
c
d
e
(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       0
b
c
d
e
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       0
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 0
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 ................... 		Bracket 3 0
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 3,774
c All other domestic foundations enter 1.39% 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  
3 Add lines 1 and 2........................... 3 3,774
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,774
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 4,455
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.............. Part VI Line 7 - Tax Paid with the Original Return: 0 7 4,455
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 681
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet681 RefundedBullet 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 the instructions
for the 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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 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)
    bulletAZ
    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 2020 or the taxable year beginning in 2020? 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
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 addressbulletwww.jflongproperties.com/foundation/
    14
    The books are in care ofbulletJohn F Long Foundation Inc Telephone no.bullet (602) 272-0421

    Located atbullet1118 E MISSOURI AVE STE APHOENIXAZ ZIP+4bullet850142710
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    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 bullet
    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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
    ........bullet
    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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
     
    .........bullet
    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?..........
    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?.....................
    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?
    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? .................
    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
    Jacob F LongClick to see attachment President Treasurer
    2.00     		1,100 0 0
    1118 E Missouri Ave
    Suite A
    Phoenix,AZ85014
    Shirley Long LewisClick to see attachment Vice President Secretary
    1.00     		0 0 0
    1118 E Missouri Ave
    Suite A
    Phoenix,AZ85014
    James J MillerClick to see attachment Director
    1.00     		0 0 0
    1118 E Missouri Ave
    Suite A
    Phoenix,AZ85014
    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...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    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 NONE 0
    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 NONE 0
    2  
    All other program-related investments. See instructions.
    3 Click to see attachment 0
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    1,112,685
    b
    Average of monthly cash balances.......................
    1b
    707,616
    c
    Fair market value of all other assets (see instructions)................
    1c
    6,205,423
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,025,724
    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
    8,025,724
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    120,386
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,905,338
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    395,267
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    395,267
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,774
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    0
    c
    Add lines 2a and 2b............................
    2c
    3,774
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    391,493
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    391,493
    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
    391,493
    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
    357,480
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    357,480
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    357,480
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 391,493
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 1,572
    b From 2016...... 0
    c From 2017...... 31,501
    d From 2018...... 106,758
    e From 2019...... 48,329
    fTotal of lines 3a through e........ 188,160
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 357,480
    a Applied to 2019, 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 2020 distributable amount..... 357,480
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 34,013 34,013
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 154,147
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		154,147
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 105,818
    d Excess from 2019.... 48,329
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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.)
    1Information Regarding Foundation Managers:
    aList 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).)
    None
    bList 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.
    None
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Valerie Riedler
    1118 E Missouri Ave
    Suite A
    Phoenix,AZ85014
    (602) 272-0421
    bThe form in which applications should be submitted and information and materials they should include:
    Application questionaire describing the charitable purpose copy of 501(c)3 letter and financial reports.
    cAny submission deadlines:
    None
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Restricted to 501(c)3 status with regional geographic preference.
    Form 990-PF (2020)
    Form 990-PF (2020)
    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)
    aPaid during the year
    A New Leaf
    868 E University Drive
    Mesa,AZ85203     		No Relationship PC Donation to support 501(c)3 charity organization. 3,000
    A Stepping Stone Foundation
    P O Box 87149
    Phoenix,AZ85080     		No Relationship PC Donation to support to 501(c)3 charity organization. 1,500
    Act One
    910 E Osborn
    Suite C
    Phoenix,AZ85014     		No Relationship PC Donation to support to 501(c)3 charity organization. 2,500
    Amanda Hope Rainbow Angels
    340 E Coronado Rd
    Suite 100
    Phoenix,AZ85004     		No Relationship PC Donation to support 501(c)3 charity organization. 3,500
    American Indian College of the AOG
    10020 N 15th Avenue
    Phoenix,AZ85021     		No Relationship PC Donation to support 501(c)3 charity organization. 3,000
    Arizona Agricultural Education FFA Foundation
    P O Box 5310
    Glendale,AZ85312     		No Relationship PC Donation to support 501(c)3 charity organization. 2,000
    Arizona Burn Foundation
    1432 N 7th Street
    Phoenix,AZ85006     		No Relationship PC Donation to support 501(c)3 charity organization. 3,000
    Arizonas Children Asociation
    3636 N Central
    Suite 200
    Phoenix,AZ85014     		No Relationship PC Donation to support 501(c)3 charity organization. 2,500
    Arizona Education Foundation Inc
    2100 N Central Ave
    Suite 212
    Phoenix,AZ85004     		No Relationship PC Donation to support 501(c)3 charity organization. 2,500
    Arizona Historical Society
    1300 N College Avenue
    Tempe,AZ85281     		No Relationship PC Donation to support 501(c)3 charity organization. 1,500
    Arizona Humane Society
    1521 W Dobson Road
    Phoenix,AZ85041     		No Relationship PC Donation to support 501(c)3 charity organization. 1,000
    Arizona Museum of Natural History Foundation
    53 N MacDonald
    Mesa,AZ85201     		No Relationship PC Donation to support 501(c)3 charity organization. 2,000
    Arizona Outdoor Adventures Inc
    20987 N John Wayne Pkwy
    B104-125
    Maricopa,AZ85139     		No Relationship PC Donation to support 501(c)3 charity organization. 2,000
    Arizona Reserve Components Emergency Relief Fund Foundation
    P O Box 64252
    phoenix,AZ85082     		No Relationship PC Donation to support 501(c)3 charity organization. Thanksgiving donation. 5,000
    Arizona Restaurant Association Foundation
    3333 E Camelback Rd
    Suite 285
    Phoenix,AZ85018     		No Relationship PC Donation to support 501(c)3 charity organization. Covid relief donation. 2,500
    Arizona Science Center
    600 E Washington Street
    Phoenix
    Phoenix,AZ85004     		No Relationship PC Donation to support 501(c)3 charity organization. 3,000
    Arizona Sustainability Alliance
    8205 S Priest Dr
    11962
    Tempe,AZ85284     		No Relationship PC Donation to support 501(c)3 charity organization. 2,000
    Arizona Youth Baseball
    8876 S Mrytle Avenue
    Tempe,AZ85284     		No Relationship PC Donation to support 501(c)3 charity organization. 2,000
    Arizona YWCA Metropolitan Phoenix
    2999 N 44th St
    250
    Phoenix,AZ85018     		No Relationship PC Donation to support 501(c)3 charity organization. 5,000
    Assistance League of Phoenix Arizona
    9224 N 5th Street
    Phoenix,AZ85020     		No Relationship PC Donation to support 501(c)3 charity organization. 2,000
    Audreys Angels
    P O Box 22029
    Phoenix,AZ85028     		No Relationship PC Donation to support 501(c)3 charity organization. 2,000
    Ballet Arizona
    2835 E Washington Street
    Phoenix,AZ85034     		No Relationship PC Donation to support 501(c)3 charity organization. 2,000
    Big Brothers Big Sisters of Central Arizona
    4745 N 7th St
    Suite 210
    Phoenix,AZ85014     		No Relationship PC Donation to support 501(c)3 charity organization. 3,500
    Black Theatre Troupe
    1333 E Washington St
    Phoenix,AZ85034     		No Relationship PC Donation to support 501(c)3 charity organization. 3,000
    Care Fund
    16427 N Scottsdale Rd
    Ste 145
    Scottsdale,AZ85254     		No Relationship PC Donation to support 501(c)3 charity organization. 1,000
    Child Crisis Arizona
    817 N Country Club Drive
    Mesa,AZ85201     		No Relationship PC Donation to support 501(c)3 charity organization. 3,000
    Childrens Museum of Phoenix
    215 N 7th Streeet
    Phoenix,AZ85034     		No Relationship PC Donation to support 501(c)3 charity organization. 3,000
    Civitan Foundation Inc
    12635 N 42nd St
    Phoenix,AZ85032     		No Relationship PC Donation to support 501(c)3 charity organization. 1,000
    Courtneys Place
    7000 E Shea Blvd
    1430
    Scottsdale,AZ85254     		No Relationship PC Donation to support 501(c)3 charity organization. 1,000
    Creighton Community Foundation Inc
    3219 E Camelback Rd
    376
    Phoenix,AZ85018     		No Relationship PC Donation to support 501(c)3 charity organization. 2,000
    Cultural Coalition Inc
    1202 N 3rd Street
    Suite 101A
    Phoenix,AZ85004     		No Relationship PC Donation to support 501(c)3 charity organization. 2,500
    Desert Mission Food Bank
    9229 N 4th Street
    Phoenix,AZ85020     		No Relationship PC Donation to support 501(c)3 charity organization. 8,000
    Detour Company Theatre Inc
    P O Box 697
    Scottsdale,AZ85252     		No Relationship PC Donation to support 501(c)3 charity organization. 1,000
    Diana Gregory Outreach Services
    1934 E Camelback Rd
    Ste 120-223
    Phoenix,AZ85016     		No Relationship PC Donation to support 501(c)3 charity organization. 2,500
    Dress For Success Phoenix
    1024 E Buckeye Rd
    Suite 165
    Phoenix,AZ85034     		No Relationship PC Donation to support 501(c)3 charity organization. 2,000
    Duet Partners in Health Aging Inc
    10000 N 31st Ave
    Suite D200
    Phoenix,AZ85051     		No Relationship PC Donation to support 501(c)3 charity organization. 2,000
    Educare Arizona
    1300 N 48th Street
    Phoenix,AZ85008     		No Relationship PC Donation to support 501(c)3 charity organization. 2,000
    Epworth United Methodist Church
    4802 N 59th Ave
    Phoenix,AZ85033     		No Relationship PC Donation to support 501(c)3 charity organization. 3,000
    Flagstaff Family Food Center
    1903 N 2nd St
    Flagstaff,AZ86004     		No Relationship PC Donation to support 501(c)3 charity organization. Thanksgiving donation. 2,500
    Florence Crittenton Services of Arizona
    715 W Mariposa Street
    Phoenix,AZ85013     		No Relationship PC Donation to support 501(c)3 charity organization. 6,000
    Friends of Public Radio Arizona
    2323 W 14th Street
    Tempe,AZ85281     		No Relationship PC Donation to support 501(c)3 charity organization. 2,500
    Friendship Foundation Inc
    8611 N 67th Avenue
    Glendale,AZ85302     		No Relationship PC Donation to support 501(c)3 organization. 1,500
    Furnishing Dignity
    P O Box 51209
    Phoenix,AZ85076     		No Relationship PC Donation to support 501(c)3 organization. Restricted to Phoenix area. 4,000
    Gabriels Angels
    727 E Bethany Home Road
    Suite C-100
    Phoenix,AZ85014     		No Relationship PC Donation to support 501(c)3 organization. 2,500
    Generation Justice
    3900 E Camelback Rd
    Suite 300
    Phoenix,AZ85018     		No Relationship PC Donation to support 501(c)3 organization. 2,500
    Girl Scouts Arizona Cactus Pine Council Inc
    119 E Coronado Road
    Phoenix,AZ85004     		No Relationship PC Donation to support 501(c)3 organization. 3,000
    Glendale Community Welfare Foundation
    5525 W Glendale Ave
    Suite 101
    Glendale,AZ85301     		No Relationship PC Donation to support 501(c)3 organization. 2,000
    Greater Paradise Valley Community Assistance Team
    10862 N 32nd Street
    Phoenix,AZ85028     		No Relationship PC Donation to support 501(c)3 organization. 2,000
    Green Valley MOAA Scholarship and Military Assistance Fund
    P O Box 1535
    Green Valley,AZ85622     		No Relationship PC Donation to support 501(c)3 organization. 1,400
    GreenLight Solutions Foundation
    1848 E Hermosa Drive
    Tempe,AZ85282     		No Relationship PC Donation to support 501(c)3 charity organization. 2,500
    Habitat for Humanity Central
    9133 W Grand Avenue
    Peoria,AZ85345     		No Relationship PC Donation to support 501(c)3 charity organization. 2,000
    Helping Hands for Single Moms
    360 E Coronado Rd
    Phoenix,AZ85004     		No Relationship PC Donation to support 501(c)3 charity organization. 1,500
    Hispanic Leadership Forum Del Oeste Inc
    P O Box 371
    Avondale,AZ85353     		No Relationship PC Donation to support 501(c)3 charity organization. 2,000
    Homeless Youth Connection Inc
    9950 W Van Buren St
    Suite 114
    Avondale,AZ85323     		No Relationship PC Donation to support 501(c)3 charity organization. 2,500
    Homeward Bound
    2302 W Colter St
    Phoenix,AZ85015     		No Relationship PC Donation to support 501(c)3 charity organization. 3,000
    Hope Community Services Inc
    13760 N 93rd Ave
    Unit 101
    Peoria,AZ85381     		No Relationship PC Donation to support 501(c)3 charity organization. 1,000
    House of Refuge
    6935 E Williams Field Rd
    Mesa,AZ85212     		No Relationship PC Donation to support 501(c) charity organization. 2,500
    Hunkapi Program Inc
    12051 N 96th Street
    Scottsdale,AZ85260     		No Relationship PC Donation to support 501(c) charity organization. 3,000
    Integrative Touch for Kids
    5675 N Oracle Rd
    Ste 3201
    Tucson,AZ85704     		No Relationship PC Donation to support 501(c) charity organization. 2,000
    Jerry Ambrose Veterans Council of Mohave County Inc
    P O Box 4463
    Kingman,AZ86402     		No Relationship PC Donation to support 501(c) charity organization. 2,000
    Keep Phoenix Beautiful Inc
    200 W Washington St
    16th Floor
    Phoenix,AZ85003     		No Relationship PC Donation to support 501(c) charity organization. 2,500
    Kids at Hope
    5350 W Bell Rd
    Suite C-122 468
    Glendale,AZ85308     		No Relationship PC Donation to support 501(c) charity organization. Pledge. 40,000
    Kitchen on the Street Inc
    2650 E Mohawk Lane
    168
    Phoenix,AZ85050     		No Relationship PC Donation to support 501(c) charity organization. 5,000
    Laveen Lions Foundation Inc
    P O Box 320
    Laveen,AZ85339     		No Relationship PC Donation to support 501(c) charity organization. 2,800
    Lowell Observatory
    1400 W Mars Hill Road
    Flagstaff,AZ86001     		No Relationship PC Donation to support 501(c) charity organization. 2,000
    Maggies Place Inc
    4001 N 30th Street
    Phoenix,AZ85016     		No Relationship PC Donation to support 501(c) charity organization. 3,500
    Maine Consolidated School District
    P O Box 50010
    Parks,AZ86018     		No Relationship PC Donation to support 501(c) charity organization. 5,000
    Make A Wish Foundation of Arizona Inc
    2901 North 78th Street
    Scottsdale,AZ85251     		No Relationship PC Donation to support 501(c) charity organization. 1,500
    MentorKids USA
    15300 N 90th St
    200
    Scottsdale,AZ85260     		No Relationship PC Donation to support 501(c) charity organization. 3,000
    Mercy Housing Southwest
    3002 E Cactus Road
    Phoenix,AZ85032     		No Relationship PC Donation to support 501(c) charity organization. 2,500
    Mission of Mercy Inc
    360 E Coronado Rd
    Suite 160
    Phoenix,AZ85004     		No Relationship PC Donation to support 501(c) charity organization. 3,000
    Musical Instrument Museum
    4725 East Mayo Blvd
    Phoenix,AZ85050     		No Relationship PC Donation to support 501(c) charity organization. 2,000
    New Pathways for Youth
    901 E Jefferson Street
    Phoenix,AZ85034     		No Relationship PC Donation to support 501(c) charity organization. 3,000
    Northland Hospice and Palliative Care Inc
    452 N Switzer Canyon Dr
    Suite A
    Flagstaff,AZ86001     		No Relationship PC Donation to support 501(c) charity organization. 2,500
    Northwest Christian School
    16401 North 43rd Ave
    Phoenix,AZ85053     		No Relationship PC Donation to support 501(c) charity organization. 2,500
    OCJ Kids
    524 W Westcott Drive
    Phoenix,AZ85027     		No Relationship PC Donation to support 501(c) charity organization. 1,500
    Operation Warm Heart
    14185 West Falcon Street
    Luke AFB,AZ85309     		No Relationship PC Donation to support 501(c) charity organization. Thanksgiving. 5,000
    Oral Educational Opportunities for Hearing Impaired
    3426 E Shea Blvd
    Phoenix,AZ85028     		No Relationship PC Donation to support 501(c) charity organization. 2,500
    Phoenix Community ToolBank
    3531 E Corona Avenue
    Phoenix,AZ85040     		No Relationship PC Donation to support 501(c) charity organization. 2,000
    Phoenix Performing Arts Center Inc
    222 E Monroe Street
    Phoenix,AZ85004     		No Relationship PC Donation to support 501(c) charity organization. 1,000
    Arizona Center for Nature Conservation
    455 North Galvin Parkway
    Phoenix,AZ85008     		No Relationship PC Donation to support 501(c) charity organization. Pledge to Phoenix Zoo. 30,000
    Read Better Be Better
    715 E Montecito Ave
    Phoenix,AZ85014     		No Relationship PC Donation to support 501(c) charity organization. 1,500
    Ryan House
    110 Muhammad Ali Way
    1st Floor
    Phoenix,AZ85013     		No Relationship PC Donation to support 501(c) charity organization. 3,500
    Society of St Vincent De Paul
    P O Box 13600
    Phoenix,AZ85002     		No Relationship PC Donation to support 501(c) charity organization. Thanksgiving. 2,500
    Sojourner Center
    P O Box 20156
    Phoenix,AZ85026     		No Relationship PC Donation to support 501(c) charity organization. 3,500
    Southern AZ Association for the Visually Impaired
    4222 E Thomas Rd
    Suite 130
    Phoenix,AZ85018     		No Relationship PC Donation to support 501(c) charity organization. 3,200
    Southwest Human Development
    2850 N 24th Street
    Phoenix,AZ85008     		No Relationship PC Donation to support 501(c) charity organization. 2,500
    St Joseph the Worker
    P O Box 13503
    Phoenix,AZ85007     		No Relationship PC Donation to support 501(c) charity organization. 2,000
    St Marys Westside Food Bank Alliance
    2831 N 31st Ave
    Phoenix,AZ85009     		No Relationship PC Donation to support 501(c) charity organization. 10,000
    The First Tee of Phoenix
    3837 E Wier Ave
    Phoenix,AZ85040     		No Relationship PC Donation to support 501(c) charity organization. 3,500
    The Joy Bus
    P O Box 22163
    Phoenix,AZ85028     		No Relationship PC Donation to support 501(c) charity organization. 5,000
    The Opportunity Tree
    3146 E Windsor
    Phoenix,AZ85008     		No Relationship PC Donation to support 501(c) charity organization. 1,500
    Thomas Road Baptist Church
    5735 W Thomas Road
    Phoenix,AZ85031     		No Relationship PC Donation to support 501(c) charity organization. 2,000
    Treasure House
    7815 W Aspera Blvd
    Glendale,AZ85308     		No Relationship PC Donation to support 501(c) charity organization. 2,000
    Treasures for Teachers Inc
    3025 S 48th St
    101
    Tempe,AZ85282     		No Relationship PC Donation to support 501(c) charity organization. 6,000
    Upward for Children and Families
    6306 N 7th Street
    Phoenix,AZ85014     		No Relationship PC Donation to support 501(c) charity organization. 2,500
    Valley of the Sun YMCA Watts Family Maryvale Branch
    3825 N 67th Ave
    Phoenix,AZ85033     		No Relationship PC Donation to support 501(c) charity organization. 4,000
    Valley View Community Food Bank
    10771 W Peoria Avenue
    Sun City,AZ85351     		No Relationship PC Donation to support 501(c) charity organization. 7,500
    Valleylife
    1142 W Hatcher Road
    Phoenix,AZ85021     		No Relationship PC Donation to support 501(c) charity organization. 2,250
    Valleywise Health Foundation
    2901 E Camelback Rd
    Suite 202
    Phoenix,AZ85016     		No Relationship PC Donation to support 501(c) charity organization. 2,500
    Waste Not Inc
    1700 N Granite Reef Road
    Scottsdale,AZ85257     		No Relationship PC Donation to support 501(c) charity organization. 4,000
    West Valley Arts Council
    16216 N Civic Center Plaza
    Ste 102
    Surprise,AZ85374     		No Relationship PC Donation to support 501(c) charity organization. 2,000
    West Valley Mavericks Foundation Inc
    P O Box 2216
    Litchfield Park,AZ85340     		No Relationship PC Donation to support 501(c) charity organization. 4,000
    WHAM Art Association
    16560 N Dysart Road
    Surprise,AZ85378     		No Relationship PC Donation to support 501(c) charity organization. 1,500
    Hope for Hunger Food Bank
    5605 N 55th Ave
    Glendale,AZ85301     		No Relationship PC Donation to support 501(c) charity organization. 1,250
    Total .................................bullet 3a 352,900
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a     0   0 0
    b     0   0 0
    c     0   0 0
    d     0   0 0
    e     0   0 0
    f     0   0 0
        0   0 0
    gFees and contracts from government agencies          
    2 Membership dues and assessments....   0   0 0
    3 Interest on savings and temporary cash
    investments ...........     		  0 14 1,000 0
    4 Dividends and interest from securities....   0 14 12,180 0
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......   0   0 0
    bNot debt-financed property.....   0 16 280,224 0
    6 Net rental income or (loss) from personal property   0   0 0
    7 Other investment income.....   0   0 0
    8 Gain or (loss) from sales of assets other than
    inventory ............     		  0   0 0
    9 Net income or (loss) from special events:   0   0 0
    10 Gross profit or (loss) from sales of inventory   0   0 0
    11 Other revenue:
    aBank Rebate     		  0 14 18 0
    b     0   0 0
    c     0   0 0
    d     0   0 0
    e     0   0 0
    12 Subtotal. Add columns (b), (d), and (e).. 0 293,422 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    293,422
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		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.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    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? ...........
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID: 20012075
    Software Version: V1.0
    Part VI Line 7 - Tax Paid with the Original Return: 0


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    JOHN F LONG FOUNDATION INC
     
    Employer identification number

    86-6052431
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    JOHN F LONG FOUNDATION INC
          		Employer identification number
    86-6052431
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    Better To Give Incorporated
     
    6125 N Central Ave
    Unit 1
    Phoenix, AZ850122155

    		$ 40,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    JOHN F LONG FOUNDATION INC
          		Employer identification number

    86-6052431
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    JOHN F LONG FOUNDATION INC
          		Employer identification number

    86-6052431
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    JOHN F LONG FOUNDATION INC
    EIN:
    86-6052431
    Software ID:
    20012075
    Software Version:
    V1.0
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    Building-1875 2013-03-20 974,396 173,564 Straight Line 40.000000 24,360 24,360 0  

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    JOHN F LONG FOUNDATION INC
    EIN:
    86-6052431
    Software ID:
    20012075
    Software Version:
    V1.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    GLB Goldman Sachs Group & Boeing Co. 462,774 461,798

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    JOHN F LONG FOUNDATION INC
    EIN:
    86-6052431
    Software ID:
    20012075
    Software Version:
    V1.0
    US Government Securities - End of Year Book Value:

    0
    US Government Securities - End of Year Fair Market Value:

    200,000
    State & Local Government Securities - End of Year Book Value:


    200,000
    State & Local Government Securities - End of Year Fair Market Value:


    200,000


    TY 2020 LandEtcSchedule2
    Name:
    JOHN F LONG FOUNDATION INC
    EIN:
    86-6052431
    Software ID:
    20012075
    Software Version:
    V1.0
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Building - 1875 800,832 197,924 776,472 974,396
    Land - 4236 E. Juanita Dr. Mesa 1,552,660 0 1,552,660 1,552,660
    Land - 10748 E Guadalupe Mesa 3,081,156 0 3,081,156 3,081,156
    Land - 1875 W. Deer Valley Phoenix 597,211 0 597,211 597,211


    TY 2020 LegalFeesSchedule
    Name:
    JOHN F LONG FOUNDATION INC
    EIN:
    86-6052431
    Software ID:
    20012075
    Software Version:
    V1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Commercial lease 13,090 13,090 0 0


    TY 2020 OtherAssetsSchedule
    Name:
    JOHN F LONG FOUNDATION INC
    EIN:
    86-6052431
    Software ID:
    20012075
    Software Version:
    V1.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Marketable Securities 1,317,506 0 0


    TY 2020 OtherExpensesSchedule
    Name:
    JOHN F LONG FOUNDATION INC
    EIN:
    86-6052431
    Software ID:
    20012075
    Software Version:
    V1.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Insurance 1,335 1,335 0 0
    Repairs & Maintenance 11,867 11,867 0 0


    TY 2020 OtherIncomeSchedule2
    Name:
    JOHN F LONG FOUNDATION INC
    EIN:
    86-6052431
    Software ID:
    20012075
    Software Version:
    V1.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Bank service fee rebate 18 18 0


    TY 2020 OtherIncreasesSchedule
    Name:
    JOHN F LONG FOUNDATION INC
    EIN:
    86-6052431
    Software ID:
    20012075
    Software Version:
    V1.0
    Description Amount
    None 0


    TY 2020 OtherLiabilitiesSchedule
    Name:
    JOHN F LONG FOUNDATION INC
    EIN:
    86-6052431
    Software ID:
    20012075
    Software Version:
    V1.0
    Description Beginning of Year - Book Value End of Year - Book Value
    Sales Tax Payable 1,216 930
    Security Deposit held on lease 0 8,785


    TY 2020 TaxesSchedule
    Name:
    JOHN F LONG FOUNDATION INC
    EIN:
    86-6052431
    Software ID:
    20012075
    Software Version:
    V1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Property Taxes 41,148 41,148 0 0
    Excise Tax 3,774 0 0 0