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 01-01-2020 , and ending 12-31-2020
Name of foundation
THE STEVE MIHAYLO AND LOIS MIHAYLO
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)CO 1615 S 52ND STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TEMPE, AZ85281
A Employer identification number

88-0457469
B Telephone number (see instructions)

(480) 491-6147
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$10,000,449J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 200,209 200,209  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 162,829
b Gross sales price for all assets on line 6a 11,494,138
7 Capital gain net income (from Part IV, line 2)... 162,829
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........ 363,038 363,038  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 77,000 38,500   38,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 27,345 13,673   13,672
c Other professional fees (attach schedule)....        
17 Interest............... 95 95   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 15,492 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 222 18   17
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 120,154 52,286   52,189
25 Contributions, gifts, grants paid....... 281,000 281,000
26 Total expenses and disbursements. Add lines 24 and 25 401,154 52,286   333,189
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -38,116
b Net investment income (if negative, enter -0-) 310,752
c Adjusted net income (if negative, enter -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.............      
2 Savings and temporary cash investments.........   282,905 282,905
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........   14,921 14,921
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 8,466,672 Click to see attachment8,042,787 9,702,623
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,466,672 8,340,613 10,000,449
Liabilities 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 bullet) Click to see attachment95,863 Click to see attachment7,920
23 Total liabilities (add lines 17 through 22)......... 95,863 7,920
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........... 8,370,809 8,332,693
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    
29 Total net assets or fund balances (see instructions)..... 8,370,809 8,332,693
30 Total liabilities and net assets/fund balances (see instructions). 8,466,672 8,340,613
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
8,370,809
2
Enter amount from Part I, line 27a .....................
2
-38,116
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
8,332,693
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
8,332,693
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 FIDELITY PUBLICLY TRADED SECURITES      
b FIDELITY PUBLICLY TRADED SECURITES      
c CREXENDO STOCK PUBLICLY TRADED SECURITY   2008-10-09 2020-09-28
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 11,122,779   10,747,594 375,185
b 64,459   57,102 7,357
c 306,900   526,613 -219,713
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       375,185
b       7,357
c       -219,713
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 2 162,829
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  
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 4,319
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 0
3 Add lines 1 and 2........................... 3 4,319
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 4,319
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 17,440
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 17,440
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
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 13,121
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet13,121 RefundedBullet 11 0
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)
    bulletNV
    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 addressbulletMIHAYLOFOUNDATION.ORG
    14
    The books are in care ofbulletCAROL MOSES Telephone no.bullet (480) 710-6323

    Located atbullet4605 WEST JUPITER WAYCHANDLERAZ ZIP+4bullet85226
    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
    SARAH N MIHAYLO CO-TRUSTEE
    2.00     		17,000 0 0
    5302 E OSBORN RD
    PHOENIX,AZ85018
    STEVEN G MIHAYLO CO-TRUSTEE
    0.25     		12,000 0 0
    C/O 1615 S 52ND STREET
    TEMPE,AZ85281
    MICHAEL ROSSI CO-TRUSTEE
    0.25     		12,000 0 0
    1409 VIA CORTEZ
    PLACENTA,CA92870
    DOUG GAYLOR CO-TRUSTEE
    0.25     		12,000 0 0
    5710 N 25TH PLACE
    PHOENIX,AZ85016
    JEFFERY KORN CO-TRUSTEE
    0.25     		12,000 0 0
    C/O 1615 S 52ND STREET
    TEMPE,AZ85281
    TAM NGUYEN CO-TRUSTEE
    0.25     		12,000 0 0
    8558 VOLGA RIVER CIRCLE
    FOUNTAIN VALLEY,CA92708
    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 0
    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.............bullet0
    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.........................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
    8,085,272
    b
    Average of monthly cash balances.......................
    1b
    242,917
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,328,189
    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
    8,328,189
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    124,923
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,203,266
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    410,163
    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
    410,163
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    4,319
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,319
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    405,844
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    405,844
    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
    405,844
    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
    333,189
    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
    333,189
    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
    333,189
    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 7 405,844
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 269,007
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 333,189
    a Applied to 2019, but not more than line 2a 269,007
    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..... 64,182
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (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 0
    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 ..........     		341,662
    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 ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    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).)
    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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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 STEPPING STONE FOUNDATION
    PO BOX 87149
    PHOENIX,AZ85080     		N/A PC EDUCATION FOR CHILDREN AND FAMILIES WITH LIMITED OPPORTUNITIES 3,000
    ALL SAINTS' EPISCOPAL DAY SCHOOL
    6300 N CENTRAL
    PHOENIX,AZ85012     		N/A PC COMBINE ACADEMIC EXCELLENCE WITH SPIRITUAL AND MORAL FORMATION TO EDUCATE CHILDREN 2,000
    ARIZONA CHRISTIAN UNIVERSITY
    2625 E CACTUS ROAD
    PHOENIX,AZ85032     		N/A PC PROVIDE BIBLICALLY-INTEGRATED, LIBERAL ARTS EDUCATION 10,000
    AUSTIN CLASSICAL GUITAR SOCIETY
    PO BOX 4072
    AUSTIN,TX78765     		N/A PC TO INSPIRE INDIVIDUALS IN THE COMMUNITIES WE SERVE THROUGH MUSICAL EXPERIENCES OF DEEP PERSONAL SIGNIFICANCE 2,500
    BERKSHIRE COUNTY HEAD START
    1 MEADOW LANE
    PITTSFIELD,MA01201     		N/A PC WORK WITH FAMILIES AND ASSIST CHILDREN TO DEVELOP SOCIALLY, COGNITIVELY, PHYSICALLY AND EMOTIONALLY WHILE FOSTERING A POSITIVE SELF-IMAGE AND LOVE FOR LEARNING THAT WILL HELP THEM SUCCEED IN OUR PROGRAM, IN PUBLIC SCHOOL AND LATER IN LIFE 1,500
    BROPHY COLLEGE PREPARATORY
    4701 N CENTRAL AVENUE
    PHOENIX,TX85012     		N/A PC JESUIT, CATHOLIC COLLEGE PREPARATORY EDUCATIONAL SUPPORT 10,000
    CANCER SUPPORT COMMUNITY-ARIZONA
    360 EAST PALM LANE
    PHOENIX,AZ85004     		N/A PC ENSURE THAT ALL PEOPLE IMPACTED BY CANCER ARE EMPOWERED BY KNOWLEDGE, STRENGTHENED BY ACTION AND SUSTAINED BY COMMUNITY 1,000
    CASA DE LOS NINOS
    1101 N 4TH AVENUE
    TUSCON,AZ85705     		N/A PC PROMOTE CHILD WELL-BEING AND FAMILY STABILITY 2,000
    CATHOLIC CHARITIES COMMUNITY SERVICES
    4747 N 7TH AVE
    PHOENIX,AZ85013     		N/A PC CATHOLIC CHARITIES COMMUNITY SERVICES 5,000
    CENTRAL TEXAS FOOD BANK
    6500 METROPOLIS DRIVE
    AUSTIN,TX78744     		N/A PC TO NOURISH HUNGRY PEOPLE AND LEAD THE COMMUNITY IN THE FIGHT AGAINST HUNGER. 1,000
    CHILD AND FAMILY SERVICES
    257 SOUTH 3RD AVENUE
    YUMA,AZ85364     		N/A PC RESTORING FAMILY UNITY 3,000
    CIRCLE THE CITY
    300 WEST CLARENDON SUITE 200
    PHOENIX,AZ85013     		N/A PC TO BRING COMPASSIONATE MEDICAL CARE AND MEANINGFUL HUMAN SERVICES TO VULNERABLE MEN, WOMEN, AND CHILDREN FACING HOMELESSNESS 5,000
    CIVITAN FOUNDATION
    12635 NORTH 42ND STREET
    PHOENIX,AZ85032     		N/A PC EMPLOYMENT OPPORTUNITIES, EDUCATION, DAY TRAINING AND PROMOTING COMMUNITY FOR CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES 2,500
    COLE COMMUNITY CHURCH
    8775 W USTICK ROAD
    BOISE,ID83704     		N/A PC EQUIPPING BELIEVERS TO BECOME DISCIPLES OF JESUS CHRIST WHO GROW IN LOVING GOD, LOVING OTHERS AND IMPACTING THE WORLD 2,500
    COMMUNITY ACTION PROGRAM BELKNAP-MERRIMACK COUNTIES INC
    PO BOX 1016
    CONCORD,NH03302     		N/A PC DEDICATED TO PROVIDING ASSISTANCE FOR THE REDUCTION OF POVERTY, THE REVITALIZATION OF LOW-INCOME COMMUNITIES, AND THE EMPOWERMENT OF LOW-INCOME FAMILIES AND INDIVIDUALS TO BECOME FULLY SELF-SUFFICIENT 5,000
    DESERT FOOTHILLS LUTHERAN CHURCH
    29305 N SCOTTSDALE ROAD
    SCOTTSDALE,AZ85266     		N/A PC PROVIDES INTEGRATED SERVICES THAT BOOST BUSINESSES, COMMUNITIES AND INDIVIDUALS 1,000
    EDDY HOUSE
    888 WILLOW STREET
    RENO,NV89502     		N/A PC WORKS WITH HOMELESS AND AT-RISK YOUTH TO DEVELOP THE LIFE AND JOB SKILLS NECESSARY FOR SUSTAINABLE INDEPENDENCE 8,000
    EMDC - EASTERN MAINE DEVELOPMENT CORPORATION
    40 HARLOW STREET
    BANGOR,MN04401     		N/A PC PROVIDES INTEGRATED SERVICES THAT BOOST BUSINESSES, COMMUNITIES AND INDIVIDUALS 5,000
    ESALAN INSTITUTE
    548 MARKET STREET PMB48853
    SAN FRANCISCO,CA941045401     		N/A PC EXPLORE AND REALIZE HUMAN POTENTIAL THROUGH EXPERIENCE, EDUCATION, AND RESEARCH. 2,500
    FAMILIES FORWARD
    8 THOMAS
    IRVINE,CA92618     		N/A PC TO HELP FAMILIES IN NEED ACHIEVE AND MAINTAIN SELF-SUFFICIENCY THROUGH HOUSING, FOOD, COUNSELING, EDUCATION, AND OTHER SUPPORT SERVICES. 1,000
    FAMILY RESOURCE CENTER
    123 MAIN STREET
    GORHAM,NH03581     		N/A PC BUILD HEALTHIER FAMILIES AND STRONGER COMMUNITIES THRU POSITIVE RELATIONS, PROGRAMS AND COLLABORATIONS IN THE NORTH COUNTRY OF NH 5,000
    FAMILY SERVICE AGENCY
    5684 S SHELBY WAY
    GILBERT,AZ85298     		N/A PC TO PROVIDE SERVICES WHICH ADVOCATE FOR STRENGTHENING AND PRESERVING THE INDIVIDUAL AND THE FAMILY 5,000
    FIRST RESOURCES CORPORATION
    710 GATEWAY DRIVE
    OTTUMWA,IA52501     		N/A PC PROVIDES COMMUNITY-BASED PROGRAMS WITH INTEGRITY AND RESPECT THAT INSPIRE HOPE AND CONTRIBUTE TO THE WELL-BEING OF PEOPLE WE SERVE 4,000
    FORTUNA ADVENTIST COMMUNITY SERVICES
    2331 ROHNERVILLE ROAD
    FORTUNA,CA95540     		N/A PC CONTRIBUTE LEADERSHIP AND RESOURCES TO ENHANCE COMMUNITY LIFE IN GARDEN GROVE. 2,500
    GARDEN GROVE COMMUNITY FOUNDATION
    11222 ACACIA PARKWAY
    GARDEN GROVE,CA92840     		N/A PC CONTRIBUTE LEADERSHIP AND RESOURCES TO ENHANCE COMMUNITY LIFE IN GARDEN GROVE. 1,000
    GEORGETOWN COMMUNITY SCHOOL
    504 FOURTH STREET
    GEORGETOWN,CO80444     		N/A PC IS A GROWING, DYNAMIC CHARTER SCHOOL, PRESCHOOL TO 6TH GRADE. 3,000
    GOLDWATER INSTITUTE
    500 EAST CORONADO
    PHOENIX,AZ85004     		N/A PC FREE MARKET PUBLIC POLICY RESEARCH AND LITIGATION ORG THAT IS DEDICATED TO EMPOWERING ALL AMERICANS TO LIVE FREER, HAPPIER LIVES 11,000
    GREATER PHOENIX URBAN LEAGUE
    1402 S SEVENTH AVENUE
    PHOENIX,AZ85007     		N/A PC TO BE AN AGENT OF CHANGE; TO SUPPORT MINORITIES AND THOSE IN NEED IN ACHIEVING ECONOMIC AND SOCIAL EQUALITY THROUGH PROGRAMS IN ECONOMIC EMPOWERMENT, HOUSING, EDUCATION, CIVIC ENGAGEMENT, AND HEALTH AND WELLNESS. 275
    HALE NA'AU PONO WAI'ANAE COAST COMMUNITY HEALTH CENTER
    86-226 FARRINGTON HIGHWAY
    WAIANAE,HI96792     		N/A PC TO SUPPORT HUMANE AND RESILIENT COMMUNITIES THRU A BROAD RANGE OF SERVICES REFLECTING AND RESPECTING THE CULTURAL DIVERSITY OF COMMUNITIES IN WHICH WE WORK 5,000
    HEAL INTERNATIONAL
    1615 S 52ND STREET
    TEMPE,AZ85281     		N/A PC PROVIDE HEALTH EDUCATION, MICRO GRANTS FOR WOMEN, AND HEALTH-RELATED SUPPORT TO RESOURCE-LIMITED COMMUNITIES 4,000
    HEBER OVERGAARD SCHOOL MOGOLLON HIGH SCHOOL ATHLETIC BOOSTER CLUB
    PO BOX 1922
    OVERGAARD,AZ85933     		N/A PC TO SUPPORT HIGH SCHOOL ATHLETICS 4,000
    HEIGHTS CHURCH
    106 WEST GURLEY STREET SUITE 200
    PRESCOTT,AZ86301     		N/A PC WE EXIST TO SEE PEOPLE ENCOUNTER JESUS, ENGAGE IN THEIR FAITH WITH JESUS, AND EMPOWERED TO SERVE JESUS. 1,500
    HUSHABYE NURSERY
    2437 S HIGHLEY ROAD SUITE 104
    GILBERT,AZ85295     		N/A PC EMBRACING SUBSTANCE EXPOSED BABIES AND THEIR CARGIVERS WITH COMPASSIONATE, EVIDENCE-BASED CARE THAT CHANGES THE COURSE OF THEIR ENTIRE LIVES 2,000
    IMMERSE
    5300 ASHER AVENUE
    LITTLE ROCK,AR72204     		N/A PC SUPPORTING YOUTH IN CRISIS 2,500
    JUNIOR ACHIEVEMENT OF ARIZONA INC
    636 WEST SOUTHERN AVENUE
    TEMPE,AZ85282     		N/A SO I TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY 20,000
    KEEP AUSTIN FED
    3903 SOUTH CONGRESS AVENUE
    AUSTIN,TX78704     		N/A PC REDUCE HUNGER AND HELP THE ENVIRONMENT BY CONNECTING SURPLUS FOOD WITH OUR NEIGHBORS IN NEED. 1,000
    LOVE 2 YEU
    149 SOUTH BARRINGTON AVENUE 126
    LOS ANGELES,CA90049     		N/A PC CONNECTING 2 REGIONS ACROSS 1 OCEAN TO SUPPORT PROGRAMS THAT UPLIFT IMPOVERISHED AND AT-RISK YOUTH AND ADDRESS COMMUNITY CHALLENGES 2,500
    MCKINLEY HIGH SCHOOL FOUNDATION
    1039 SOUTH KING STREET
    HONOLULU,HI968142113     		N/A PC EDUCATIONAL SUPPORT FOR SCHOLARSHIP FUND 10,000
    NEW DIRECTION PRAISE AND WORSHIP CENTER
    15445 E ILIFF AVENUE
    AURORA,CO80013     		N/A PC EXPERIENCING, LIVING AND SHARING THE NEW LIFE IN JESUS CHRIST. 2,000
    NEW DIRECTIONS FOR WOMEN
    2607 WILLO LANE
    COSTA MESA,CA926274645     		N/A PC ASSIST WOMEN AND THEIR FAMILIES ACHIEVE SUSTAINED RESPONSIBLE RECOVERY 2,000
    NORTHEAST NEBRASKA JUVENILE SERVICES
    PO BOX 50
    MADISON,NE68748     		N/A PC PROVIDING SECURE, SAFE CUSTODY AND PROMOTES THE HEALTH AND WELL BEING OF JUVENILES COMMITTED FOR CARE AND CONFINEMENT AT THE CENTER 2,000
    NOURISH PIERCE COUNTY
    1702 SOUTH 72ND STREET SUITE E
    TACOMA,WA98408     		N/A PC FOOD BANK WITH A HEALTHIER FUTURE 2,000
    ONSLOW COUNTY PARTNERSHIP FOR KIDS
    900 DENNIS ROAD
    JACKSONVILLE,NC28546     		N/A PC INVESTING WISELY IN CHILDREN AND FAMILIES PREPARES THE NEXT GENERATION FOR A LIFETIME OF RESPONSIBLE CITIZENSHIP 2,500
    ORANGE COUNTY UNITED WAY
    18012 MITCHELL SOUTH
    IRVINE,CA92614     		N/A PC FIGHTS FOR THE EDUCATION, HEALTH, HOUSING AND FINANCIAL STABILITY OF EVERY PERSON IN ORANGE COUNTY 2,500
    PARADISE VALLEY CHRISTIAN PREPARATORY
    11875 N 24TH STREET
    PHOENIX,AZ85028     		N/A PC PROVIDE A BIBLICAL COMMUNITY OF SPIRITUAL NURTURING AND ACADEMIC EXCELLENCE 3,000
    PITT COUNTY COUNCIL ON AGING
    4551 COUNTY HOME ROAD
    GREENVILLE,NC27858     		N/A PC COMMITTED TO IMPROVING THE QUALITY OF LIFE FOR OLDER AMERICANS THROUGH ADVOCACY, SERVICES, LIFE ENRICHMENT ACTIVITIES AND FRIENDSHIP 1,500
    PRESCOTT CHRISTIAN CHURCH
    501 SOUTH SENATOR HIGHWAY
    PRESCOTT,AZ86303     		N/A PC MAKING DISCIPLES STARTING IN PRESCOTT 2,500
    SACRED HEART OF JESUS SCHOOL
    235 NEVIN STREET
    LANCASTER,PA17603     		N/A PC TO TEACH, TO FOSTER CHRISTIAN COMMUNITY, AND TO ENCOURAGE SERVICE 3,000
    SCOTTSDALE MUSEUM OF THE WEST
    3830 N MARSHALL WAY
    SCOTTSDALE,AZ85251     		N/A PC BOLDLY IMMERSES ITS GUESTS IN THE UNIQUE STORY OF THE GREATER WESTERN REGION, ILLUMINATING THE PAST TO SHAPE OUR FUTURE 5,000
    SGM BIG BEAR HIGH SCHOOL EDUCATION FOUNDATION
    BOX 1529
    BIG BEAR LAKE,CA92315     		N/A PC PROVIDE POST SECONDARY SCHOLARSHIPS 10,000
    SIX POINTS EVALUATION & TRAINING
    1160 N MAIN ST
    GUNNISON,CO81230     		N/A PC PROVIDE EDUCATION, TRAINING, ASSISTANCE AND SUPPORT TO ALL ADULTS WITH SPECIAL NEEDS AND THEIR FAMILIES IN GUNNISON AND HINSDALE COUNTIES 1,500
    SOLID ROCK FOUNDATION
    13625 N 32ND STREET
    PHOENIX,AZ85032     		N/A PC INSPIRES TEENS TO GROW THRU MUSIC, DANCE AND ART 2,500
    STEP 2
    PO BOX 40674
    RENO,NV89504     		N/A PC CHILDREN'S EDUCATION AND RECREATION 5,000
    SUNY NEW PALTZ FUND
    1 HAWK DRIVE
    NEW PALTZ,NY125612443     		N/A PC EDUCATIONAL SUPPORT FOR SCHOLARSHIP FUND 2,000
    SUPPORT FOR FAMILIES OF CHILDREN W DISABILITIES
    1663 MISSION STREET SUITE 700
    SAN FRANCISCO,CA94103     		N/A PC OFFERS INFORMATION, EDUCATION, AND PARENT-TO-PARENT SUPPORT FREE OF CHARGE TO FAMILIES OF CHILDREN WITH ANY KIND OF DISABILITY OR SPECIAL HEALTHCARE NEED AND TO THE PROFESSIONALS WHO WORK WITH THEM IN SAN FRANCISCO 3,500
    TEMPE COMMUNITY ACTION AGENCY INC
    2150 EAST ORANGE STREET
    TEMPE,AZ85281     		N/A PC EDUCATION, STABILITY, AND ADVOCACY TO WORKING POOR FAMILIES, CHILDREN, SENIORS AND THE HOMELESS 11,725
    THE CENTERS FOR HABILITATION
    215 W LODGE DRIVE
    TEMPE,AZ85283     		N/A PC FINDING CREATIVE AND INNOVATIVE WAYS TO PROVIDE HOPE AND PURPOSE FOR INDIVIDUALS WITH DISABILITIES. 5,000
    THE EPOCH TIMES
    9550 FLAIR DRIVE SUITE 407
    EL MONTE,CA917312922     		N/A PC AMERICAN VALUES. TRADITIONAL JOURNALISM 10,000
    THE JOY BUS
    3775 E SHEA BLVD
    PHOENIX,AZ85208     		N/A PC IMPROVING THE QUALITY OF LIFE OF HOMEBOUND CANCER PATIENTS AND AIDING IN THE HEALING PROCESS BY DELIVERING FRESH MEDICALLY-TAILORED MEALS, A SOCIAL SUPPORT SYSTEM, AND NUTRITION EDUCATION AT NO COST TO THE CLIENT 3,000
    TILLY'S LIFE CENTER
    17 PASTEUR
    IRVINE,CA92618     		N/A PC TO INSPIRE TODAY'S YOUTH TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, KIND, HAPPY AND RESPONSIBLE INDIVIDUALS 2,500
    TOGETHER WE RISE
    580 W LAMBERT ROAD A
    BREA,CA92821     		N/A PC TRANSFORMING THE WAY YOUTH NAVIGATE THROUGH THE FOSTER CARE SYSTEM IN AMERICA. 1,000
    TONY HAWK FOUNDATION
    1611-A MELROSE DRIVE 360
    VISTA,CA92081     		N/A PC SUPPORT COMMUNITY RECREATION PROJECTS AND PROGRAMS 10,000
    TRACTOR FOOD AND FARMS
    PO BOX 1507
    BURNSVILLE,NC28714     		N/A PC A FOOD HUB THAT WORKS TO PROMOTE THE APPALACHIAN HERITAGE OF SMALL FARMS AND BUILD A VIBRANT FOOD ECONOMY, SECURING THE ACCESS OF LOCAL FOOD FOR A HEALTHIER COMMUNITY. 1,000
    TURNING POINT USA
    217 1/2 ILLINOIS STREET
    LEMONT,IL60439     		N/A PC IDENTIFY, EDUCATE, TRAIN, AND ORGANIZE STUDENTS TO PROMOTE THE PRINCIPLES OF FISCAL RESPONSIBILITY, FREE MARKETS, AND LIMITED GOVERNMENT 15,000
    VIET-CARE
    PO BOX 10624
    WESTMINSTER,CA92685     		N/A PC TO REDUCE MENTAL HEALTH DISPARITIES AND ENHANCE QUALITY MENTAL HEALTH CARE SERVICES. 1,000
    VILLAGE OF PROGRESS
    710 SOUTH 13TH STREET
    OREGON,IL61061     		N/A PC MEETING THE NEEDS OF ADULTS WITH DISABILITIES IN OGLE COUNTY. 2,000
    WOMEN'S RESOURCE MEDICAL CENTERS OF SOUTHERN NEVADA
    1701 WEST CHARLESTON BOULEVARD
    SUITE 130
    LAS VEGAS,NV89102     		N/A PC TEACH YOUTH AND YOUNG ADULTS THE SKILLS NEEDED TO SECURE AND MAINTAIN MEANINGFUL EMPLOYMENT, AND TO OFFER PROGRAMS THAT HELP YOUNG PEOPLE IMPROVE THEIR EMPLOYABILITY, CAREER CHOICES, AND QUALITY OF LIFE 3,000
    YAAS
    PO BOX 298
    CENTERVILLE,MA02632     		N/A PC FIGHTING SOCIALISM IN AMERICA 3,000
    YES-YOUTH EMPLOYMENT SERVICES
    114 EAST 19TH STREET
    COSTA MESA,CA92627     		N/A PC A FOOD HUB THAT WORKS TO PROMOTE THE APPALACHIAN HERITAGE OF SMALL FARMS AND BUILD A VIBRANT FOOD ECONOMY, SECURING THE ACCESS OF LOCAL FOOD FOR A HEALTHIER COMMUNITY. 2,500
    Total .................................bullet 3a 281,000
    bApproved for future payment
    Total .................................bullet 3b 0
    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
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 200,209  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot 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 ............     		    14 162,829  
    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).. 0 363,038 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    363,038
    (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:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    THE STEVE MIHAYLO AND LOIS MIHAYLO
     
    FOUNDATION
    EIN:
    88-0457469
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 27,345 13,673   13,672

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE STEVE MIHAYLO AND LOIS MIHAYLO
     
    FOUNDATION
    EIN:
    88-0457469
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CREXENDO 720,019 554,400
    MICROSOFT CORP 734,669 1,112,100
    BROADCOM INC COM 409,784 437,850
    TARGET CORP COM 389,570 617,855
    GARMIN LTD COM 239,185 239,320
    ABBVIE INC COM 324,238 321,450
    MCDONALDS CORP 381,362 429,160
    AMAZON.COM INC 504,950 814,233
    LUMEN TECHNOLOGIES INC COM 1,043,892 1,072,500
    LI AUTO INC SPN ADS ECH REP 2 ORD SHS CL 334,703 288,300
    NIO INC SPON ADS EACH REP 1 ORD SHS 217,012 389,920
    O2MICRO INTERNATIONAL 138,350 183,600
    PFIZER INC 364,400 368,100
    RESTAURANT BRANDS INTERNATIONAL INC 121,597 122,220
    ROKU INC COM CL A 554,394 996,060
    SOUTHWEST AIRLINES CO 107,632 139,830
    TJX COMPANIES INC 554,634 682,900
    WALMART INC COM 415,766 504,525
    XPENG INC SPON ADS EACH REP 2 CL A ORD 486,630 428,300

    TY 2020 OtherExpensesSchedule
    Name:
    THE STEVE MIHAYLO AND LOIS MIHAYLO
     
    FOUNDATION
    EIN:
    88-0457469
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 35 18   17
    PENALTY 187 0   0


    TY 2020 OtherLiabilitiesSchedule
    Name:
    THE STEVE MIHAYLO AND LOIS MIHAYLO
     
    FOUNDATION
    EIN:
    88-0457469
    Description Beginning of Year - Book Value End of Year - Book Value
    NET DEBIT BALANCE 95,863 0
    REFUND 0 7,920


    TY 2020 TaxesSchedule
    Name:
    THE STEVE MIHAYLO AND LOIS MIHAYLO
     
    FOUNDATION
    EIN:
    88-0457469
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL INCOME TAXES PAID 13,117 0   0
    STATE INCOME TAXES PAID 1,844 0   0
    FOREIGN TAX PAID 531 0   0