Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public Inspection
A For the 2020 calendar year, or tax year beginning 01-01-2020 , and ending 12-31-2020
BCheck if applicable:
CName of organization
BHHS LEGACY FOUNDATION
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
360 E CORONADO ROAD NO 100
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHOENIX, AZ85004
D Employer identification number

95-3239789
E Telephone number

G Gross receipts $ 6,557,842
F Name and address of principal officer:
GERALD WISSINK
360 E CORONADO ROAD NO 100
PHOENIX,AZ85004
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.BHHSLEGACY.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1977
M State of legal domicile: AZ
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: BHHS LEGACY FOUNDATION'S MISSION IS TO ENHANCE THE QUALITY OF LIFE AND HEALTH OF THOSE WE SERVE.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 13
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 12
5 Total number of individuals employed in calendar year 2020 (Part V, line 2a) ...... 5 6
6 Total number of volunteers (estimate if necessary) ............. 6 14
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a -14,584
b Net unrelated business taxable income from Form 990-T, line 39 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 545,000 40,000
9 Program service revenue (Part VIII, line 2g) ......... 390,406 371,694
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 10,188,344 6,088,376
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 57,772
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 11,123,750 6,557,842
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 6,469,239 5,475,155
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 1,062,952 1,092,592
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,341,303 1,471,023
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 8,873,494 8,038,770
19 Revenue less expenses. Subtract line 18 from line 12....... 2,250,256 -1,480,928
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 146,885,435 153,787,069
21 Total liabilities (Part X, line 26)............. 2,779,061 1,773,508
22 Net assets or fund balances. Subtract line 21 from line 20..... 144,106,374 152,013,561
Part II
Signature Block
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 officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
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Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2020)
Form 990 (2020)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: SEE SCHEDULE O.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 7,437,685 including grants of $ 5,475,155 ) (Revenue $ 371,694 )
A SUPPORTING ORGANIZATION FOR THE PURPOSE OF SUPPORTING THE ACTIVITIES OF LEGACY CONNECTION, AN ARIZONA NONPROFIT TAX-EXEMPT ORGANIZATION, INCLUDING BUT NOT LIMITED TO ADDRESSING FUNDAMENTAL HUMAN NEEDS FOR FOOD, HOUSING, CLOTHING AND SAFETY (APPROXIMATELY 53% OF GRANTS) AND HEALTH AND EDUCATION (APPROXIMATELY 47% OF GRANTS).
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet7,437,685
Form 990 (2020)
Form 990 (2020)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick to see attachment..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick to see attachment......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
Form 990 (2020)
Form 990 (2020)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ..
1a
12
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2020)
Form 990 (2020)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
6
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
Form 990 (2020)
Form 990 (2020)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
13
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
12
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
Yes
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletJAMES BURNSIDE360 E CORONADO ROAD SUITE 100   PHOENIX,AZ85004 (602) 778-1200
Form 990 (2020)
Form 990 (2020)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) DANIEL OEHLER......................................................................
DIRECTOR/CHAIRMAN
 2.00
.................
3.00 		X   X       0 0 0
(2) GERALD WISSINK......................................................................
DIRECTOR/CEO
 36.00
.................
4.00 		X   X       279,190 0 30,290
(3) JAMES WESSMAN MD......................................................................
DIRECTOR/VICE CHAIRMAN
 2.00
.................
3.00 		X   X       0 0 0
(4) JAMES CARTER......................................................................
DIRECTOR/SECRETARY
 2.00
.................
3.00 		X   X       0 0 0
(5) HOWARD MCKENNA......................................................................
DIRECTOR/TREASURER
 2.00
.................
3.00 		X   X       0 0 0
(6) TROY JONES......................................................................
DIRECTOR
 2.00
.................
3.00 		X           0 0 0
(7) RICHARD CRAMER......................................................................
DIRECTOR (TERMED JAN. 2020)
 2.00
.................
3.00 		X           0 0 0
(8) THOMAS DALLMAN MD......................................................................
DIRECTOR
 2.00
.................
3.00 		X           0 0 0
(9) LARRY GRIFFITH MD......................................................................
DIRECTOR
 2.00
.................
3.00 		X           0 0 0
(10) PHILLIP HIPPS MD......................................................................
DIRECTOR
 2.00
.................
3.00 		X           0 0 0
(11) ALLEN JOHNSON......................................................................
DIRECTOR
 2.00
.................
3.00 		X           0 0 0
(12) JEANNE O'BRIEN......................................................................
DIRECTOR
 2.00
.................
3.00 		X           0 0 0
(13) BLAKE STAMPER DO......................................................................
DIRECTOR
 2.00
.................
3.00 		X           0 0 0
(14) MICHAEL THIELE......................................................................
DIRECTOR
 2.00
.................
3.00 		X           0 0 0
(15) NANCY MONGEAU......................................................................
VICE PRESIDENT
 39.00
.................
1.00 		    X       117,268 0 20,583
(16) MARY THOMSON......................................................................
VICE PRESIDENT
 38.00
.................
2.00 		    X       139,272 0 22,741


Form 990 (2020)
Form 990 (2020)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;


























1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 535,730 0 73,614
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet3
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2020)
Form 990 (2020)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 40,000
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet 40,000
Program Service RevenueAmt Business Code
2a RENTAL INCOME 900099 371,694 371,694    
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 371,694
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 1,156,911   -14,584 1,171,495
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents     6a
b Less: rental expenses     6b
c Rental income or (loss)     6c
d Net rental income or (loss).......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   4,931,465 7a
b Less: cost or other basis and sales expenses   0 7b
c Gain or (loss)   4,931,465 7c
d Net gain or (loss).........MediumBullet 4,931,465     4,931,465
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue .... 57,772     57,772
e Total. Add lines 11a–11d ...... MediumBullet 57,772
12 Total revenue. See instructions.....MediumBullet 6,557,842 371,694 -14,584 6,160,732
Form 990 (2020)
Form 990 (2020)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 5,353,155 5,353,155
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 122,000 122,000
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 609,343 531,973 77,370  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 307,860 251,243 56,617  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 63,673 51,983 11,690  
9 Other employee benefits ....... 51,995 42,531 9,464  
10 Payroll taxes ........... 59,721 51,445 8,276  
11 Fees for services (non-employees):        
a Management ...... 15,600 15,600    
b Legal ......... 10,223   10,223  
c Accounting ........... 48,469   48,469  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 188,820   188,820  
12 Advertising and promotion .... 253,861 218,681 35,180  
13 Office expenses ....... 15,501 13,353 2,148  
14 Information technology ...... 26,229 22,594 3,635  
15 Royalties ..        
16 Occupancy ........... 109,443 108,059 1,384  
17 Travel ............ 20,883 17,989 2,894  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 50,326 39,866 10,460  
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 247,000 244,816 2,184  
23 Insurance ... 44,090 39,155 4,935  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a PURCHASED SERVICES 324,828 313,242 11,586  
b CONTRACT SERVICES 97,500   97,500  
c DUES AND SUBSCRIPTIONS 14,239   14,239  
d
e All other expenses 4,011   4,011  
25 Total functional expenses. Add lines 1 through 24e 8,038,770 7,437,685 601,085 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2020)
Form 990 (2020)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 276,100 1 16,829
2 Savings and temporary cash investments ......... 1,455,130 2 3,302,683
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net .............   4  
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 4,007 9 4,007
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 6,268,494
b Less: accumulated depreciation 10b 1,830,000 4,429,080 10c 4,438,494
11 Investments—publicly traded securities . 102,329,706 11 96,880,998
12 Investments—other securities. See Part IV, line 11 ..... 38,171,400 12 48,924,046
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 220,012 15 220,012
16 Total assets. Add lines 1 through 15 (must equal line 33)... 146,885,435 16 153,787,069
Liabilities 17 Accounts payable and accrued expenses ..... 134,061 17 82,410
18 Grants payable ... 2,611,408 18 1,660,680
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 33,592 25 30,418
26 Total liabilities. Add lines 17 through 25.. 2,779,061 26 1,773,508
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 144,106,374 27 152,013,561
28 Net assets with donor restrictions ...........   28  
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 144,106,374 32 152,013,561
33 Total liabilities and net assets/fund balances ........ 146,885,435 33 153,787,069
Form 990 (2020)
Form 990 (2020)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
6,557,842
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
8,038,770
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-1,480,928
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
144,106,374
5
Net unrealized gains (losses) on investments ...............
5
9,388,115
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
152,013,561
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2020)
Form 990 (2020)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public
Inspection
Name of the organization
BHHS LEGACY FOUNDATION
 
Employer identification number

95-3239789
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................130
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
(A) A NEW LEAF INC
  		860256667 7   No 55,000 0
(B) AT STILL UNIVERSITY
  		430356250 2   No 50,000 0
(C) ACADEMY OF BUILDING INDUSTRIES
  		760708797 2   No 3,300 0
(D) ALLIANCE OF ARIZONA NONPROFITS
  		202529887 7   No 121,000 0
(E) AMANDA HOPE RAINBOW ANGELS
  		462522889 7   No 105,000 0
(F) AMERICAN RED CROSS OF CENTRAL AND NORTHERN ARIZONA
  		530196605 7   No 15,000 0
(G) ARIZONA APPAREL FOUNDATION
  		812636209 7   No 30,000 0
(H) ARIZONA BAPTIST CHILDRENS SERVICES
  		866053028 7   No 10,000 0
(I) ARIZONA BASKETBALL COACHES ASSOCIATION INC
  		823409485 10   No 145,000 0
(J) ARIZONA COMMUNITY FOUNDATION
  		860348306 7   No 145,000 0
(K) ARIZONA EDUCATIONAL FOUNDATION INC
  		942937109 7   No 10,500 0
(L) ARIZONA FOOD BANK NETWORK
  		860507679 7   No 55,000 0
(M) ARIZONA HELPING HANDS
  		860935988 7   No 80,000 0
(N) ARIZONA MYELOMA NETWORK
  		320169742 7   No 7,000 0
(O) ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY
  		866051042 7   No 45,000 0
(P) ASSISTANCE LEAGUE OF EAST VALLEY
  		860659387 10   No 30,000 0
(Q) ASSISTANCE LEAGUE OF PHOENIX ARIZONA
  		860193883 10   No 250,000 0
(R) BACK-TO-SCHOOL CLOTHING DRIVE ASSOCIATION
  		742382265 7   No 116,290 20,000
(S) BANNER HEALTH FOUNDATION
  		942545356 7   No 75,000 0
(T) BIG BROTHERS BIG SISTERS OF CENTRAL ARIZONA
  		860205254 7   No 30,000 0
(U) BOYS & GIRLS CLUB OF THE COLORADO RIVER INC
  		860573993 7   No 7,750 0
(V) BRIGHTER WAY INSTITUTE
  		811096448 10   No 75,000 0
(W) BULLHEAD CHRISTIAN CENTER
  		860693439 7   No 5,000 0
(X) BULLHEAD CITY ELEMENTARY SCHOOL DISTRICT #15
  		861027650 6   No 11,148 0
(Y) BULLHEAD CITY LIONS CLUB
  		364815032 7   No 300 0
(Z) BULLHEAD CITY MEALS ON WHEELS
  		300212048 7   No 200 0
(AA) BULLHEAD REGIONAL HABITAT FOR HUMANITY
  		203197587 7   No 11,000 0
(AB) CANCER SUPPORT COMMUNITY ARIZONA
  		860897810 7   No 10,000 0
(AC) CASA COUNCIL HELPING CHILDREN OF MOHAVE COUNTY
  		263573171 7   No 24,000 0
(AD) CATHOLIC CHARITIES COMMUNITY SERVICES INC
  		860223999 7   No 32,500 0
(AE) CENTRAL ARIZONA DENTAL SOCIETY FOUNDATION
  		274537263 7   No 34,000 0
(AF) CENTRAL ARIZONA SHELTER SERVICES INC
  		860500753 7   No 184,000 0
(AG) CHICANOS POR LA CAUSA INC
  		860227210 7   No 50,000 0
(AH) CHILD CRISIS ARIZONA
  		860324144 7   No 50,000 0
(AI) CHILDREN'S CANCER NETWORK
  		202129902 7   No 20,000 0
(AJ) CHOICES PREGNANCY CENTERS OF GREATER PHOENIX INC
  		860536082 7   No 2,500 0
(AK) CHRISTIAN FAMILY CARE AGENCY INC
  		860430037 7   No 2,500 0
(AL) CITY BIBLE CHURCH
  		273388273 1   No 7,000 0
(AM) COLLEGE SUCCESS ARIZONA
  		202366755 7   No 53,200 0
(AN) COLORADO RIVER FOOD BANK
  		880345703 7   No 5,000 0
(AO) COLORADO RIVER REGIONAL CRISIS SHELTER
  		860817161 7   No 4,500 0
(AP) COLORADO RIVER UNION HIGH SCHOOL DISTRICT #2
  		861027632 6   No 12,648 0
(AQ) COMMUNITY PRIDE ADVOCATES INC
  		800027722 7   No 27,000 0
(AR) CREIGHTON COMMUNITY FOUNDATION
  		462275877 7   No 45,000 0
(AS) DESERT BOTANICAL GARDEN
  		860136925 10   No 20,000 0
(AT) DESERT STAR ACADEMY
  		452432211 10   No 300 0
(AU) DIANA GREGORY OUTREACH SERVICES
  		271030793 7   No 60,800 0
(AV) DIOCESAN COUNCIL FOR THE SOCIETY OF ST VINCENT DE PAUL DIOCESE PHOENIX
  		860096789 1   No 170,800 0
(AW) DUET PARTNERS IN HEALTH & AGING INC
  		742370522 7   No 35,000 0
(AX) EPISCOPAL DIOCESE OF ARIZONA
  		860096785 1   No 3,750 0
(AY) ESPERANCA INC
  		237087997 7   No 5,000 0
(AZ) EXPERIENCE MATTERS CONSORTIUM INC
  		453788542 7   No 25,000 0
(BA) FAMILY PROMISE-GREATER PHOENIX
  		860914408 7   No 60,000 0
(BB) FIESTA EVENTS INC
  		860666998 10   No 85,000 0
(BC) FOOD FOR FAMILIES - BULLHEAD CITY FOOD BANK INC
  		474838008 10   No 44,500 0
(BD) FOUNDATION FOR BLIND CHILDREN
  		860129981 7   No 75,000 0
(BE) FRIENDSHIP RETIREMENT CORPGLENCROFT CENTER FOR MODERN AGING
  		860265218 10   No 15,000 0
(BF) FSL PROGRAMS
  		860411904 10   No 25,000 0
(BG) GABRIEL'S ANGELS
  		860991198 7   No 25,000 0
(BH) GIGI'S PLAYHOUSE PHOENIX LLC
  		471746104 7   No 19,000 0
(BI) GIRL SCOUTS - ARIZONA CACTUS-PINE COUNCIL
  		860133397 10   No 50,000 0
(BJ) GLENDALE COMMUNITY WELFARE FOUNDATION
  		860767723 7   No 4,000 0
(BK) GOLDEN SHORES FIRE DEPARTMENT
  		860461273 6   No 13,498 0
(BL) GREATER PARADISE VALLEY COMMUNITY ASSISTANCE TEAM
  		860559779 10   No 5,000 0
(BM) GREATER PHOENIX URBAN LEAGUE
  		860124189 10   No 25,000 0
(BN) GUARDIAN FOUNDATION
  		473114836 10   No 4,000 0
(BO) HOMELESS YOUTH CONNECTION INC
  		273182999 7   No 60,000 0
(BP) HOPE UNITED METHODIST CHURCH
  		860475631 1   No 1,000 0
(BQ) HOSPICE OF THE VALLEY
  		860338886 7   No 2,000 0
(BR) HUMAN SERVICES CAMPUS INC
  		463333160 7   No 25,000 0
(BS) HUSHABYE NURSERY
  		822737849 7   No 50,000 0
(BT) KEOGH HEALTH CONNECTION
  		200251176 7   No 50,000 0
(BU) KIDS IN FOCUS
  		472440569 7   No 65,000 0
(BV) KIWANIS CLUB OF BULLHEAD CITY MORNING COMMUNITY SERVICE FOUNDATION
  		860947406 7   No 1,000 0
(BW) KIWANIS CLUB OF THE COLORADO RIVER (BULLHEAD CITY AZ) COMMUNITY WELFARE F
  		860654929 7   No 500 0
(BX) LEGACY CONNECTION
  		900036015 7 Yes   286,000 0
(BY) LISA SCHEXNEIDER MINISTRIES
  		813876584 1   No 5,000 0
(BZ) LUTHERAN SOCIAL SERVICES OF THE SOUTHWEST
  		860252302 1   No 30,000 0
(CA) MARCH OF DIMES FOUNDATION
  		131846366 7   No 75,000 0
(CB) MESA UNITED WAY INC
  		860198599 7   No 20,000 0
(CC) MIDWESTERN UNIVERSITY
  		363377698 2   No 25,000 0
(CD) MISSION OF MERCY INC
  		860704883 7   No 50,000 0
(CE) MOHAVE ACCELERATED LEARNING CENTER
  		861017357 2   No 400 0
(CF) MOHAVE COMMUNITY COLLEGE
  		860287804 6   No 106,000 0
(CG) MOHAVE COUNTY BRIDGE TO RECOVERY INC
  		465329655 5   No 1,000 0
(CH) MOHAVE COUNTY COMMUNITY SERVICES DEPARTMENT
  		866000539 6   No 25,500 0
(CI) MOHAVE COUNTY SHERIFFS K-9 FOUNDATION
  		821976074 7   No 1,000 0
(CJ) MOHAVE VALLEY - FORT MOHAVE COMMUNITY PARK COMMITTEE INC
  		270306443 7   No 2,000 0
(CK) MOHAVE VALLEY CLOTHE A CHILD FOUNDATION
  		270459314 7   No 200 0
(CL) MOHAVE VALLEY UNITED METHODIST CHURCH
  		860853050 1   No 12,000 0
(CM) MONTESSORI PREPARATORY ACADEMY
  		461346563 2   No 2,000 0
(CN) NATION'S FINEST
  		942699571 7   No 5,500 0
(CO) NEIGHBORHOOD MINISTRIES INC
  		860809052 7   No 20,000 0
(CP) NORTHWEST CHRISTIAN SCHOOL
  		860445016 7   No 10,000 0
(CQ) NOT MY KID INC
  		860988329 7   No 25,000 0
(CR) PAL EXPERIENCES INC
  		461725248 7   No 19,000 0
(CS) PARENTS OF ADDICTED LOVED ONES
  		473131409 7   No 125,000 0
(CT) PARKER SENIOR CENTER COMMITTEE INC
  		743097368 7   No 4,500 0
(CU) PASTORAL CARE ASSOCIATES
  		860893815 1   No 17,500 0
(CV) PHOENIX CHILDREN'S HOSPITAL FOUNDATION
  		742421549 7   No 5,000 0
(CW) PHOENIX GOSPEL MISSION
  		866057771 7   No 26,500 0
(CX) PLAYWORKS EDUCATION ENERGIZED
  		943251867 7   No 8,000 0
(CY) PSA BEHAVIORAL HEALTH AGENCY
  		860220306 7   No 25,000 0
(CZ) QUILTS OF COMFORT
  		471750452 7   No 3,000 0
(DA) READ BETTER BE BETTER
  		474003520 7   No 50,000 0
(DB) RIVER FUND INC
  		272937370 7   No 116,800 0
(DC) ROSIE'S HOUSE A MUSIC ACADEMY FOR CHILDREN INC
  		860650451 7   No 300,000 0
(DD) ROTARY FOUNDATION OF LAUGHLIN
  		753163681 7   No 2,000 0
(DE) SAVE THE FAMILY FOUNDATION OF ARIZONA
  		860665712 7   No 50,000 0
(DF) SAVING ANIMALS IN NEED TOGETHER
  		800343139 7   No 5,000 0
(DG) SCOTTSDALE COMMUNITY PARTNERS
  		953416943 7   No 5,000 0
(DH) SET FREE CHRISTIAN FELLOWSHIP INC
  		203545585 1   No 2,500 0
(DI) SMILES BEYOND THE BARS
  		611701330 7   No 101,500 0
(DJ) SOJOURNER CENTER
  		942465081 7   No 25,000 0
(DK) ST VINCENT DE PAUL SOCIETY OF NEEDLES INC
  		330627839 1   No 32,820 0
(DL) TANNER COMMUNITY DEVELOPMENT CORPORATION
  		861027651 7   No 20,000 0
(DM) THE ALS ASSOCIATION ARIZONA CHAPTER
  		860727136 10   No 10,000 0
(DN) THE JOY BUS
  		463188719 10   No 50,000 0
(DO) THE NEIGHBORHOOD CHRISTIAN CLINIC INC
  		860839580 7   No 50,000 0
(DP) THE SALVATION ARMY
  		941156347 1   No 21,000 0
(DQ) TONTO CREEK CAMP
  		271328630 10   No 25,000 0
(DR) TOPOCK COMMUNITY PRIDE
  		822616087 7   No 1,000 0
(DS) TREASURE HOUSE
  		800836112 10   No 10,000 0
(DT) UMOM NEW DAY CENTERS INC
  		860521062 7   No 217,500 0
(DU) UNITED STATES VETERANS INITIATIVE
  		954382752 7   No 5,000 0
(DV) VALLEY LEADERSHIP CORPORATION
  		860373283 7   No 25,000 0
(DW) VALLEY OF THE SUN UNITED WAY
  		860104419 7   No 5,500 0
(DX) VALLEY OF THE SUN YOUNG MENS CHRISTIAN ASSOCIATION
  		860096799 7   No 75,000 0
(DY) VALLEYLIFE
  		860135840 10   No 15,000 0
(DZ) VALLEYWISE HEALTH FOUNDATION
  		860777567 10   No 100,000 0
Total
130
 5,333,204 20,000
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2020

Schedule A (Form 990 or 990-EZ) 2020
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2020

Schedule A (Form 990 or 990-EZ) 2020
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2020

Schedule A (Form 990 or 990-EZ) 2020
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
No
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
No
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
No
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
No
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
No
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
No
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
No
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
No
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
No
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
No
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
No
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
No
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2020

Schedule A (Form 990 or 990-EZ) 2020
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in lines 11b and 11c below, the governing body of a supported organization?
11a
 
No
b
A family member of a person described in 11a above?
11b
 
No
c
A 35% controlled entity of a person described in line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
No
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
Yes
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
Yes
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2020

Schedule A (Form 990 or 990-EZ) 2020
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2020

Schedule A (Form 990 or 990-EZ) 2020
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity 		2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions 		8  
9 Distributable amount for 2020 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2020 		(iii)
Distributable
Amount for 2020
1 Distributable amount for 2020 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI).
See instructions.		  
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  
g Applied to underdistributions of prior years  
h Applied to 2020 distributable amount  
i Carryover from 2015 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2020 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2020 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2020, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions. 		 
6 Remaining underdistributions for 2020. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions. 		 
7 Excess distributions carryover to 2021. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2016.....  
b Excess from 2017.....  
c Excess from 2018.....  
d Excess from 2019.....  
e Excess from 2020.....  
Schedule A (Form 990 or 990-EZ) (2020)

Schedule A (Form 990 or 990-EZ) 2020
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
SCHEDULE A, PART IV, SECTION A, LINE 1 AS STATED IN ITS ARTICLES OF INCORPORATION, BHHS LEGACY FOUNDATION IS A SUPPORTING ORGANIZATION OF I) LEGACY CONNECTION (ITS PARENT ORGANIZATION WHICH IS A SECTION 170(B)(1)(A)(VI) PUBLIC CHARITY), AND II) A CLASS OF SECTION 501(C)(3) TAX-EXEMPT ORGANIZATIONS OR GOVERNMENTAL UNITS AS REFERRED TO IN SECTION 170(B)(1)(A)(V) AND (C)(1) AND WHICH ARE PUBLIC CHARITIES UNDER SECTION 509(A)(1) OR 509(A)(2) THAT ENHANCE OR PROMOTE THE QUALITY OF LIFE AND HEALTH IN THE STATE OF ARIZONA (OR IN ONE OR MORE OF THE ADJACENT STATES OF NEVADA, CALIFORNIA, NEW MEXICO, UTAH AND COLORADO) BY HEALTH EDUCATION, ILLNESS AND INJURY PREVENTION, AND HEALTH SERVICE ACCESS AND DELIVERY FOR CHILDREN, FAMILIES, SENIORS, AND OTHERS.
SCHEDULE A, PART IV, SECTION B, LINE 2 BHHS LEGACY FOUNDATION IS A SUPPORTING ORGANIZATION OF I) LEGACY CONNECTION (ITS TAX-EXEMPT PARENT ORGANIZATION) AND II) A CLASS OF SECTION 501(C)(3) TAX-EXEMPT ORGANIZATIONS OR GOVERNMENTAL UNITS AS REFERRED TO IN SECTION 170(B)(1)(A)(V) AND (C)(1) AND WHICH ARE PUBLIC CHARITIES UNDER SECTION 509(A)(1) OR 509(A)(2) THAT ENHANCE OR PROMOTE THE QUALITY OF LIFE AND HEALTH IN THE STATE OF ARIZONA (OR IN ONE OR MORE OF THE ADJACENT STATES OF NEVADA, CALIFORNIA, NEW MEXICO, UTAH AND COLORADO) BY HEALTH EDUCATION, ILLNESS AND INJURY PREVENTION, AND HEALTH SERVICE ACCESS AND DELIVERY FOR CHILDREN, FAMILIES, SENIORS, AND OTHERS. LEGACY CONNECTION'S CHARITABLE PURPOSES INCLUDE ADDRESSING THE FUNDAMENTAL HUMAN NEEDS OF ACCESS TO FOOD, CLOTHING, HEALTH, SAFETY, HOUSING AND EDUCATION. BHHS LEGACY FOUNDATION FURTHERS THESE SAME PURPOSES THROUGH ITS SUPPORT OF LEGACY CONNECTION AND OTHER ORGANIZATIONS THAT PROMOTE THE QUALITY OF LIFE AND HEALTH OF THE COMMUNITY. BHHS LEGACY FOUNDATION PROMOTES LEGACY CONNECTION'S CHARITABLE PURPOSES BY MAKING GRANTS TO THE CLASS OF ORGANIZATIONS THAT ARE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OR ARE GOVERNMENTAL UNITS AND ARE PUBLIC CHARITIES UNDER SECTION 509(A)(1) OR SECTION 509(A)(2), AND THAT HAVE PURPOSES SIMILAR TO THOSE OF LEGACY CONNECTION BECAUSE THEY ENHANCE OR PROMOTE THE QUALITY OF LIFE AND HEALTH OF THE RESIDENTS OF ARIZONA AND SURROUNDING STATES.
Schedule A (Form 990 or 990-EZ) 2020


Additional Data


Software ID:  
Software Version:  
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
BHHS LEGACY FOUNDATION
 
Employer identification number

95-3239789
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
BHHS LEGACY FOUNDATION
  		Employer identification number
95-3239789
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
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(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
BHHS LEGACY FOUNDATION
  		Employer identification number

95-3239789
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
BHHS LEGACY FOUNDATION
  		Employer identification number

95-3239789
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


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SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public Inspection
Name of the organization
BHHS LEGACY FOUNDATION
 
Employer identification number

95-3239789
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2020

Schedule D (Form 990) 2020
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Term endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .......................
3a(i)
 
 
(ii) Related organizations .......................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   590,288 590,288
b Buildings ....   3,743,359 791,686 2,951,673
c Leasehold improvements   1,894,314 1,038,314 856,000
d Equipment ....   40,533   40,533
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 4,438,494
Schedule D (Form 990) 2020

Schedule D (Form 990) 2020
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3) Other
(A) PRIVATE EQUITY FUNDS		 48,924,046 F
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 48,924,046
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 30,418
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2020

Schedule D (Form 990) 2020
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART X, LINE 2: MANAGEMENT BELIEVES THAT NO UNCERTAIN TAX POSITIONS EXIST AT DECEMBER 31, 2020.
Schedule D (Form 990) 2020


Additional Data


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SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public Inspection
Name of the organization
BHHS LEGACY FOUNDATION
 
Employer identification number

95-3239789
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region		 (f) Total expenditures
for and investments
in the region
CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS   21,397,342
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .... 0 0 21,397,342
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 21,397,342
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2020
Schedule F (Form 990) 2020
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of noncash
assistance 		(h) Description
of noncash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
 
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2020
Schedule F (Form 990) 2020Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
noncash
assistance 		(g) Description
of noncash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2020
Schedule F (Form 990) 2020
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2020
Schedule F (Form 990) 2020
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
PART III ACCOUNTING METHOD:  
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2020
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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2020
Open to Public
Inspection
Name of the organization
BHHS LEGACY FOUNDATION
 
Employer identification number
95-3239789
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) A NEW LEAF INC
868 E UNIVERSITY DRIVE
MESA,AZ85203 		86-0256667 501(C)(3) 55,000       IT SYSTEM UPGRADES
(2) AT STILL UNIVERSITY
5850 E STILL CIRCLE
MESA,AZ85206 		43-0356250 501(C)(3) 50,000       DIGITAL DENTAL LAB - RENOVATION PROJECT
(3) ALLIANCE OF ARIZONA NONPROFITS
333 E OSBORN ROAD
PHOENIX,AZ85012 		20-2529887 501(C)(3) 60,000       DIRECTOR OF CAPACITY BUILDING
(4) ALLIANCE OF ARIZONA NONPROFITS
333 E OSBORN ROAD
PHOENIX,AZ85012 		20-2529887 501(C)(3) 46,000       2020 NONPROFIT LIFECYCLES ASSESSMENT WORKSHOPS
(5) ALLIANCE OF ARIZONA NONPROFITS
333 E OSBORN ROAD
PHOENIX,AZ85012 		20-2529887 501(C)(3) 15,000       ARIZONA GIVES DAY
(6) AMANDA HOPE RAINBOW ANGELS
340 E CORONADO ROAD
PHOENIX,AZ85004 		46-2522889 501(C)(3) 75,000       COMFORT AND CARE BEHAVIORAL HEALTH PROGRAM: BILINGUAL COUNSELOR
(7) AMANDA HOPE RAINBOW ANGELS
340 E CORONADO ROAD
PHOENIX,AZ85004 		46-2522889 501(C)(3) 30,000       EMERGENCY FOOD AND SHELTER
(8) AMERICAN RED CROSS OF CENTRAL AND NORTHERN ARIZONA
4747 N 22ND STREET SUITE 100
PHOENIX,AZ85016 		53-0196605 501(C)(3) 15,000       AMERICAN RED CROSS DISASTER SERVICES
(9) ARIZONA APPAREL FOUNDATION
132 E 6TH STREET
TEMPE,AZ85281 		81-2636209 501(C)(3) 30,000       PERSONAL PROTECTION EQUIPMENT PRODUCTION FOR HEALTHCARE PROFESSIONALS
(10) ARIZONA BAPTIST CHILDRENS SERVICES
1779 N ALVERNON WAY
TUCSON,AZ85712 		86-6053028 501(C)(3) 10,000       ARMS OF LOVE FOSTER CARE & TRANSITIONAL HOME
(11) ARIZONA BASKETBALL COACHES ASSOCIATION INC
5725 N 11TH PLACE
PHOENIX,AZ85014 		82-3409485 501(C)(3) 145,000       YOUTH DEVELOPMENT ACADEMY
(12) ARIZONA COMMUNITY FOUNDATION
2201 E CAMELBACK ROAD SUITE 405B
PHOENIX,AZ85016 		86-0348306 501(C)(3) 125,000       ARIZONA COVID-19 COMMUNITY RESPONSE FUND
(13) ARIZONA COMMUNITY FOUNDATION
2201 E CAMELBACK ROAD SUITE 405B
PHOENIX,AZ85016 		86-0348306 501(C)(3) 20,000       TOGETHER FOR IMPACT FUND
(14) ARIZONA EDUCATIONAL FOUNDATION INC
2100 N CENTRAL AVENUE SUITE 212
PHOENIX,AZ85004 		94-2937109 501(C)(3) 10,500       TEACHSTEM
(15) ARIZONA FOOD BANK NETWORK
340 E CORONADO ROAD SUITE 400
PHOENIX,AZ85004 		86-0507679 501(C)(3) 30,000       TRANSPORTATION OF FOOD FOR LOCAL FOOD BANKS
(16) ARIZONA FOOD BANK NETWORK
340 E CORONADO ROAD SUITE 400
PHOENIX,AZ85004 		86-0507679 501(C)(3) 25,000       SMALL FOOD BANK SUPPORT
(17) ARIZONA HELPING HANDS
3110 E THUNDERBIRD ROAD SUITE 100
PHOENIX,AZ85032 		86-0935988 501(C)(3) 50,000       GENERAL SUPPORT
(18) ARIZONA HELPING HANDS
3110 E THUNDERBIRD ROAD SUITE 100
PHOENIX,AZ85032 		86-0935988 501(C)(3) 30,000       BACK TO SCHOOL DRIVE, A PROGRAM OF ARIZONA HELPING HANDS
(19) ARIZONA MYELOMA NETWORK
20280 N 59TH AVENUE SUITE 115 448
GLENDALE,AZ85308 		32-0169742 501(C)(3) 7,000       CANCER CAREGIVERS EDUCATION, VIRTUAL PROGRAM
(20) ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY
300 E UNIVERSITY DRIVE 6TH FLOOR
TEMPE,AZ85281 		86-6051042 501(C)(3) 45,000       COVID TESTING FOR HOMELESS PROVIDERS' STAFF
(21) ASSISTANCE LEAGUE OF EAST VALLEY
2326 N ALMA SCHOOL ROAD
CHANDLER,AZ85224 		86-0659387 501(C)(3) 30,000       OPERATION SCHOOL BELL
(22) ASSISTANCE LEAGUE OF PHOENIX ARIZONA
9224 N 5TH STREET
PHOENIX,AZ85020 		86-0193883 501(C)(3) 250,000       OPERATION SCHOOL BELL
(23) BACK-TO-SCHOOL CLOTHING DRIVE ASSOCIATION
360 E CORONADO ROAD 200
PHOENIX,AZ85004 		74-2382265 501(C)(3) 116,290 20,000 VENDOR INVOICE CLOTHING NEW CLOTHES, NEW BEGINNINGS
(24) BANNER HEALTH FOUNDATION
2901 N CENTRAL AVENUE SUITE 160
PHOENIX,AZ85012 		94-2545356 501(C)(3) 75,000       FAMILY CENTERED NEONATAL ABSTINENCE SYNDROME CARE PROGRAM (FC-NAS)
(25) BIG BROTHERS BIG SISTERS OF CENTRAL ARIZONA
4745 NORTH 7TH STREET SUITE 210
PHOENIX,AZ85014 		86-0205254 501(C)(3) 30,000       DIRECTOR OF COMMUNITY RESOURCES
(26) BOYS & GIRLS CLUB OF THE COLORADO RIVER INC
2250 HIGHLAND ROAD
BULLHEAD CITY,AZ86442 		86-0573993 501(C)(3) 7,750       FORT MOHAVE CLUBHOUSE
(27) BRIGHTER WAY INSTITUTE
3140 W BUCKEYE ROAD
PHOENIX,AZ85009 		81-1096448 501(C)(3) 75,000       EMERGENCY OPERATIONS
(28) BULLHEAD CITY ELEMENTARY SCHOOL DISTRICT #15
1004 HANCOCK ROAD
BULLHEAD CITY,AZ86442 		86-1027650 GOVERNMENT 11,148       AED DEFIBRILLATORS
(29) BULLHEAD REGIONAL HABITAT FOR HUMANITY
PO BOX 21418
BULLHEAD CITY,AZ86439 		20-3197587 501(C)(3) 11,000       LOW INCOME HOME CONSTRUCTION
(30) CANCER SUPPORT COMMUNITY ARIZONA
360 E PALM LANE
PHOENIX,AZ85004 		86-0897810 501(C)(3) 10,000       RISE TOGETHER VIRTUAL BREAKFAST
(31) CASA COUNCIL HELPING CHILDREN OF MOHAVE COUNTY
PO BOX 6605
KINGMAN,AZ86402 		26-3573171 501(C)(3) 24,000       HELPING FOSTER CHILDREN
(32) CATHOLIC CHARITIES COMMUNITY SERVICES INC
4747 N 7TH AVENUE
PHOENIX,AZ85013 		86-0223999 501(C)(3) 32,500       LEGACY FOUNDATION CHRISTINE STAMPER CENTER FOR HELP AND HOPE
(33) CENTRAL ARIZONA DENTAL SOCIETY FOUNDATION
5300 N CENTRAL AVENUE SUITE 200
PHOENIX,AZ85012 		27-4537263 501(C)(3) 25,000       AZMOM DRIVE-THRU DENTAL DAYS
(34) CENTRAL ARIZONA DENTAL SOCIETY FOUNDATION
5300 N CENTRAL AVENUE SUITE 200
PHOENIX,AZ85012 		27-4537263 501(C)(3) 9,000       STORAGE FOR DENTAL EQUIPMENT
(35) CENTRAL ARIZONA SHELTER SERVICES INC
230 S 12TH AVENUE
PHOENIX,AZ85007 		86-0500753 501(C)(3) 150,000       CASS NORTON AND RAMSEY SOCIAL JUSTICE EMPOWERMENT CENTER
(36) CENTRAL ARIZONA SHELTER SERVICES INC
230 S 12TH AVENUE
PHOENIX,AZ85007 		86-0500753 501(C)(3) 25,000       FOOD FOR HOMELESS INDIVIDUALS
(37) CENTRAL ARIZONA SHELTER SERVICES INC
230 S 12TH AVENUE
PHOENIX,AZ85007 		86-0500753 501(C)(3) 9,000       GENERAL SUPPORT
(38) CHICANOS POR LA CAUSA INC
1112 E BUCKEYE ROAD
PHOENIX,AZ85034 		86-0227210 501(C)(3) 50,000       HOME HEALTHCARE ISOLATION PREVENTION PROJECT
(39) CHILD CRISIS ARIZONA
817 N COUNTRY CLUB DRIVE
MESA,AZ85201 		86-0324144 501(C)(3) 50,000       RESIDENTIAL SERVICES FOOD COSTS
(40) CHILDREN'S CANCER NETWORK
6150 W CHANDLER BOULEVARD SUITE 1
CHANDLER,AZ85226 		20-2129902 501(C)(3) 20,000       FOOD PROGRAM
(41) CITY BIBLE CHURCH
922 MARINA BOULEVARD
BULLHEAD CITY,AZ86442 		27-3388273 501(C)(3) 7,000       FOOD PANTRY
(42) COLLEGE SUCCESS ARIZONA
4040 E CAMELBACK ROAD
PHOENIX,AZ85018 		20-2366755 501(C)(3) 53,200       LEGACY SCHOLARS PROGRAM (2020-2021 ACADEMIC YEAR)
(43) COLORADO RIVER UNION HIGH SCHOOL DISTRICT #2
PO BOX 21479
BULLHEAD CITY,AZ86442 		86-1027632 GOVERNMENT 12,648       MOHAVE HIGH SCHOOL WRESTLING MATS
(44) COMMUNITY PRIDE ADVOCATES INC
PO BOX 22672
BULLHEAD CITY,AZ86439 		80-0027722 501(C)(3) 27,000       GARY KEITH CIVIC CENTER PARK - PHASE TWO
(45) CREIGHTON COMMUNITY FOUNDATION
3219 E CAMELBACK ROAD 376
PHOENIX,AZ85018 		46-2275877 501(C)(3) 20,000       STUDENT FOOD AND TECHNOLOGY AND SUMMER STAFF POSITION
(46) CREIGHTON COMMUNITY FOUNDATION
3219 E CAMELBACK ROAD 376
PHOENIX,AZ85018 		46-2275877 501(C)(3) 25,000       REFRIGERATED FOOD TRANSPORTATION
(47) DESERT BOTANICAL GARDEN
1201 N GALVIN PARKWAY
PHOENIX,AZ85008 		86-0136925 501(C)(3) 20,000       COLD STORAGE FOR SPACES OF OPPORTUNITY
(48) DIANA GREGORY OUTREACH SERVICES
1934 E CAMELBACK ROAD SUITE 120-223
120-223
PHOENIX,AZ85016 		27-1030793 501(C)(3) 60,800       NOURISHING SENIORS & GRANDCHILDREN
(49) DIOCESAN COUNCIL FOR THE SOCIETY OF ST VINCENT DE PAUL DIOCESE PHOENIX
420 W WATKINS ROAD
PHOENIX,AZ85003 		86-0096789 501(C)(3) 150,000       DENTAL CLINIC
(50) DIOCESAN COUNCIL FOR THE SOCIETY OF ST VINCENT DE PAUL DIOCESE PHOENIX
420 W WATKINS ROAD
PHOENIX,AZ85003 		86-0096789 501(C)(3) 8,500       HOLIDAY FOOD PROGRAM
(51) DIOCESAN COUNCIL FOR THE SOCIETY OF ST VINCENT DE PAUL DIOCESE PHOENIX
420 W WATKINS ROAD
PHOENIX,AZ85003 		86-0096789 501(C)(3) 12,300       GENERAL SUPPORT
(52) DUET PARTNERS IN HEALTH & AGING INC
10000 N 31ST AVENUE
PHOENIX,AZ85051 		74-2370522 501(C)(3) 35,000       PROMOTING HEALTH THROUGH FAITH COMMUNITY NURSING
(53) EXPERIENCE MATTERS CONSORTIUM INC
360 E CORONADO ROAD SUITE 170
PHOENIX,AZ85004 		45-3788542 501(C)(3) 25,000       CRISIS MANAGEMENT CONSULTANT SERVICES FOR NONPROFITS
(54) FAMILY PROMISE-GREATER PHOENIX
PO BOX 61582
PHOENIX,AZ85082 		86-0914408 501(C)(3) 60,000       HOMELESS FAMILIES' SHELTER
(55) FIESTA EVENTS INC
7135 E CAMELBACK ROAD SUITE 190
SCOTTSDALE,AZ85251 		86-0666998 501(C)(3) 35,000       MASKS FOR TEACHERS
(56) FIESTA EVENTS INC
7135 E CAMELBACK ROAD SUITE 190
SCOTTSDALE,AZ85251 		86-0666998 501(C)(3) 50,000       WISHES FOR TEACHERS
(57) FOOD FOR FAMILIES - BULLHEAD CITY FOOD BANK INC
590 HANCOCK ROAD
BULLHEAD CITY,AZ86442 		47-4838008 501(C)(3) 12,000       HOLIDAY FOOD FOR FAMILIES
(58) FOOD FOR FAMILIES - BULLHEAD CITY FOOD BANK INC
590 HANCOCK ROAD
BULLHEAD CITY,AZ86442 		47-4838008 501(C)(3) 20,500       OUTSIDE FREEZER CONTAINER REPAIR
(59) FOOD FOR FAMILIES - BULLHEAD CITY FOOD BANK INC
590 HANCOCK ROAD
BULLHEAD CITY,AZ86442 		47-4838008 501(C)(3) 12,000       FOOD FOR INDIVIDUALS IN NEED, OTHER SUPPORT
(60) FOUNDATION FOR BLIND CHILDREN
1234 E NORTHERN AVENUE
PHOENIX,AZ85020 		86-0129981 501(C)(3) 75,000       LOW VISION CLINIC
(61) FRIENDSHIP RETIREMENT CORPGLENCROFT CENTER FOR MODERN AGING
8611 N 67TH AVENUE
GLENDALE,AZ85302 		86-0265218 501(C)(3) 15,000       FOOD PANTRY
(62) FSL PROGRAMS
1201 E THOMAS ROAD
PHOENIX,AZ85014 		86-0411904 501(C)(3) 25,000       PPE, FOOD & AFFORDABLE HOUSING PROGRAMS
(63) GABRIEL'S ANGELS
727 E BETHANY HOME ROAD
PHOENIX,AZ85014 		86-0991198 501(C)(3) 25,000       THERAPY TEAMS FOR PET THERAPY PROGRAM
(64) GIGI'S PLAYHOUSE PHOENIX LLC
9160 E SHEA BOULEVARD
SCOTTSDALE,AZ85260 		47-1746104 501(C)(3) 19,000       PPE AND SANITIZING SUPPLIES
(65) GIRL SCOUTS - ARIZONA CACTUS-PINE COUNCIL
119 E CORONADO ROAD
PHOENIX,AZ85004 		86-0133397 501(C)(3) 50,000       YOUTH MENTAL HEALTH FIRST AID TRAINING FOR GIRL SCOUTS
(66) GOLDEN SHORES FIRE DEPARTMENT
PO BOX 66
TOPOCK,AZ86436 		86-0461273 GOVERNMENT 13,498       ZOLL X-SERIES DEFIBRILLATORS
(67) GREATER PHOENIX URBAN LEAGUE
1402 S SEVENTH AVENUE
PHOENIX,AZ85007 		86-0124189 501(C)(3) 25,000       MARYVALE IMMUNIZATION FAIR
(68) HOMELESS YOUTH CONNECTION INC
9950 W VAN BUREN STREET SUITE 114
AVONDALE,AZ85323 		27-3182999 501(C)(3) 60,000       EMPOWERING YOUTH FOR THE FUTURE
(69) HUMAN SERVICES CAMPUS INC
204 S 12TH AVENUE
PHOENIX,AZ85007 		46-3333160 501(C)(3) 25,000       HEAT RELIEF
(70) HUSHABYE NURSERY
3003 E MCDOWELL ROAD
PHOENIX,AZ85008 		82-2737849 501(C)(3) 50,000       HUSHABYE NURSERY GRAND OPENING
(71) KEOGH HEALTH CONNECTION
3620 N 4TH AVENUE SUITE 200
PHOENIX,AZ85013 		20-0251176 501(C)(3) 50,000       DEVELOPING THE COMMUNITY HEALTH WORKER WORKFORCE
(72) KIDS IN FOCUS
3104 E CAMELBACK ROAD 831
PHOENIX,AZ85016 		47-2440569 501(C)(3) 65,000       KIDS IN FOCUS PHOTOGRAPHY MENTORING PROGRAMS
(73) LUTHERAN SOCIAL SERVICES OF THE SOUTHWEST
2502 E UNIVERSITY DRIVE SUITE 125
PHOENIX,AZ85034 		86-0252302 501(C)(3) 30,000       VOLUNTEER EXPANSION
(74) MARCH OF DIMES FOUNDATION
3806 N 3RD STREET
PHOENIX,AZ85012 		13-1846366 501(C)(3) 75,000       NICU FAMILY SUPPORT PROGRAM AT BANNER UNIVERSITY MEDICAL CENTER
(75) MESA UNITED WAY INC
137 E UNIVERSITY DRIVE
MESA,AZ85201 		86-0198599 501(C)(3) 20,000       ARIZONA REFUGEE EMERGENCY FUND
(76) MIDWESTERN UNIVERSITY
19555 N 59TH AVENUE
GLENDALE,AZ85308 		36-3377698 501(C)(3) 25,000       HIGH SCHOOL SCIENCE PROGRAM
(77) MISSION OF MERCY INC
360 E CORONADO ROAD SUITE 160
PHOENIX,AZ85004 		86-0704883 501(C)(3) 50,000       MOBILE MEDICAL PROGRAM
(78) MOHAVE COMMUNITY COLLEGE
1971 JAGERSON AVENUE
KINGMAN,AZ86409 		86-0287804 GOVERNMENT 100,000       MCC LEGACY ALLIED HEALTH SCHOLARSHIPS 2020-2021
(79) MOHAVE COUNTY COMMUNITY SERVICES DEPARTMENT
2601 S HIGHWAY 95
BULLHEAD CITY,AZ86442 		86-6000539 GOVERNMENT 25,500       COYOTE
(80) MOHAVE VALLEY UNITED METHODIST CHURCH
1593 E LIPAN BOULEVARD
FORT MOHAVE,AZ86426 		86-0853050 501(C)(3) 12,000       HOLIDAY FOOD PROGRAM
(81) NATION'S FINEST
2455 BENNETT VALLEY ROAD C105
SANTA ROSA,CA95404 		94-2699571 501(C)(3) 5,500       TEMPORARY HOUSING & ESSENTIAL NEEDS FOR VETERANS
(82) NEIGHBORHOOD MINISTRIES INC
1918 W VAN BUREN
PHOENIX,AZ85059 		86-0809052 501(C)(3) 20,000       FOOD AND CLOTHING BANK
(83) NORTHWEST CHRISTIAN SCHOOL
16401 N 43RD AVENUE
PHOENIX,AZ85053 		86-0445016 501(C)(3) 10,000       SUTTON PROJECT
(84) NOT MY KID INC
5230 E SHEA BOULEVARD
SCOTTSDALE,AZ85254 		86-0988329 501(C)(3) 25,000       FAMILY PREVENTION PROGRAM
(85) PAL EXPERIENCES INC
3901 E WELDON AVENUE
PHOENIX,AZ85018 		46-1725248 501(C)(3) 19,000       DEVELOPMENT ANALYSIS AND BUSINESS PLANNING: CREATING AN INCLUSIVE MOVEMENT
(86) PARENTS OF ADDICTED LOVED ONES
11225 N 28TH DRIVE SUITE B102
PHOENIX,AZ85029 		47-3131409 501(C)(3) 125,000       PROGRAM EXPANSION PROJECT
(87) PASTORAL CARE ASSOCIATES
2541 N ARIZONA AVENUE 4
CHANDLER,AZ85225 		86-0893815 501(C)(3) 17,500       GENERAL SUPPORT
(88) PBHMC INC
360 E CORONADO ROAD 100
PHOENIX,AZ85004 		86-0187194 501(C)(3) 286,000       GENERAL SUPPORT
(89) PHOENIX GOSPEL MISSION
PO BOX 6708
PHOENIX,AZ85005 		86-6057771 501(C)(3) 26,500       GLENDALE WORKS VAN, GENERAL SUPPORT
(90) PLAYWORKS EDUCATION ENERGIZED
PO BOX 72625
PHOENIX,AZ85050 		94-3251867 501(C)(3) 8,000       PRO TRAINING, PLAYWORKS UFOUNDATION, & KEEP PLAYING
(91) PSA BEHAVIORAL HEALTH AGENCY
2255 W NORTHERN AVENUE
PHOENIX,AZ85021 		86-0220306 501(C)(3) 25,000       REAL TIME, REAL HEALTH ACCESSIBLE DIGITAL PROGRAMMING
(92) READ BETTER BE BETTER
715 E MONTECITO AVENUE
PHOENIX,AZ85014 		47-4003520 501(C)(3) 50,000       READ BETTER BE BETTER
(93) RIVER FUND INC
55 CIVIC WAY
LAUGHLIN,NV89029 		27-2937370 501(C)(3) 41,800       GENERAL SUPPORT
(94) RIVER FUND INC
55 CIVIC WAY
LAUGHLIN,NV89029 		27-2937370 501(C)(3) 75,000       CORONA VIRUS PANDEMIC EMERGENCY FUNDING
(95) ROSIE'S HOUSE A MUSIC ACADEMY FOR CHILDREN INC
PO BOX 13446
PHOENIX,AZ85002 		86-0650451 501(C)(3) 250,000       ROSIE'S HOUSE MORE THAN MUSIC CAMPAIGN
(96) ROSIE'S HOUSE A MUSIC ACADEMY FOR CHILDREN INC
PO BOX 13446
PHOENIX,AZ85002 		86-0650451 501(C)(3) 50,000       CREATIVE YOUTH DEVELOPMENT FOR UNDER-RESOURCED YOUTH
(97) SAVE THE FAMILY FOUNDATION OF ARIZONA
125 E UNIVERSITY DRIVE
MESA,AZ85201 		86-0665712 501(C)(3) 50,000       SAVE THE FAMILY MENTAL HEALTH AND SUBSTANCE ABUSE COUNSELOR
(98) SMILES BEYOND THE BARS
360 E CORONADO ROAD SUITE 110
PHOENIX,AZ85004 		61-1701330 501(C)(3) 79,000       SMILES AND BEYOND
(99) SMILES BEYOND THE BARS
360 E CORONADO ROAD SUITE 110
PHOENIX,AZ85004 		61-1701330 501(C)(3) 22,500       DENTAL SERVICES IN COLLABORATION WITH A NEW LEAF
(100) SOJOURNER CENTER
PO BOX 20156
PHOENIX,AZ85036 		94-2465081 501(C)(3) 25,000       DOMESTIC VIOLENCE SHELTER SERVICES
(101) ST VINCENT DE PAUL SOCIETY OF NEEDLES INC
839 FRONT STREET
NEEDLES,CA92363 		33-0627839 501(C)(3) 21,620       ROOF REPLACEMENT
(102) ST VINCENT DE PAUL SOCIETY OF NEEDLES INC
839 FRONT STREET
NEEDLES,CA92363 		33-0627839 501(C)(3) 11,200       HOLIDAY FOOD PROGRAM & RESTOCK FOOD PANTRY
(103) TANNER COMMUNITY DEVELOPMENT CORPORATION
700 E JEFFERSON STREET SUITE 200
PHOENIX,AZ85034 		86-1027651 501(C)(3) 20,000       SERVICES FOR SENIORS
(104) THE ALS ASSOCIATION ARIZONA CHAPTER
360 E CORONADO ROAD SUITE 140
PHOENIX,AZ85004 		86-0727136 501(C)(3) 10,000       GENERAL SUPPORT
(105) THE JOY BUS
PO BOX 22163
PHOENIX,AZ85028 		46-3188719 501(C)(3) 50,000       MORE THAN A MEAL DELIVERY PROGRAM
(106) THE NEIGHBORHOOD CHRISTIAN CLINIC INC
1929 W FILLMORE BUILDING C
PHOENIX,AZ85009 		86-0839580 501(C)(3) 50,000       CAPACITY EXPANSION
(107) THE SALVATION ARMY
6010 W NORTHERN AVENUE
GLENDALE,AZ85301 		94-1156347 501(C)(3) 21,000       MEAL PROGRAM & FOOD PANTRY
(108) TONTO CREEK CAMP
8776 E SHEA BOULEVARD 106-472
SCOTTSDALE,AZ85260 		27-1328630 501(C)(3) 25,000       PATHWAYS OF PROGRESSIVE LEARNING
(109) TREASURE HOUSE
7815 W ASPERA BOULEVARD
GLENDALE,AZ85308 		80-0836112 501(C)(3) 10,000       FOOD AND NUTRITION SERVICES
(110) UMOM NEW DAY CENTERS INC
3333 E VAN BUREN STREET
PHOENIX,AZ85008 		86-0521062 501(C)(3) 127,500       COVID CLEANING SUPPLIES, FOOD AND STAFFING
(111) UMOM NEW DAY CENTERS INC
3333 E VAN BUREN STREET
PHOENIX,AZ85008 		86-0521062 501(C)(3) 90,000       TRAUMA INFORMED CARE CERTIFICATION AND TRAINING
(112) VALLEY LEADERSHIP CORPORATION
910 E OSBORN ROAD
PHOENIX,AZ85014 		86-0373283 501(C)(3) 25,000       HEALTH IMPACT TEAM
(113) VALLEY OF THE SUN UNITED WAY
3200 E CAMELBACK ROAD SUITE 375
PHOENIX,AZ85018 		86-0104419 501(C)(3) 5,500       VELLO
(114) VALLEY OF THE SUN YOUNG MENS CHRISTIAN ASSOCIATION
350 N 1ST AVENUE
PHOENIX,AZ85003 		86-0096799 501(C)(3) 75,000       EMERGENCY RESPONSE TO COVID-19
(115) VALLEYLIFE
1142 W HATCHER ROAD
PHOENIX,AZ85021 		86-0135840 501(C)(3) 15,000       PERSONAL PROTECTIVE EQUIPMENT
(116) VALLEYWISE HEALTH FOUNDATION
2901 E CAMELBACK ROAD SUITE 202
PHOENIX,AZ85016 		86-0777567 501(C)(3) 100,000       PERSONAL PROTECTION EQUIPMENT & COVID-19 TESTING
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
96
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2020

Schedule I (Form 990) 2020
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1) PROVISION OF SCHOOL SUPPLIES TO CHILDREN 1500   112,000 VENDOR INVOICE BACKPACKS, SCHOOL SUPPLIES, CLOTHING
(2) PROVISION OF SUN SAFE HATS TO CHILDREN 3000   10,000 VENDOR INVOICE SUN SAFE HATS
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
PART I, LINE 2: THE FOUNDATION'S MISSION STATEMENT, COMMUNITY NEEDS ANALYSIS, COMMUNITY GRANT GUIDELINES, BOARD CONFLICT OF INTEREST POLICY, ELIGIBILITY CRITERIA, ANALYSIS OF THE SUSTAINABILITY OF THE ORGANIZATION/PROGRAM AND DESIGNATED COMMUNITY CHARITABLE ACTIVITIES FOCUS ARE THE PRIMARY EVALUATION BENCHMARKS THAT ARE UTILIZED IN EVALUATING EACH GRANT INQUIRY/APPLICATION/PROPOSAL. FOLLOWING REVIEW AND APPROVAL BY THE BHHS LEGACY FOUNDATION GRANT REVIEW COMMITTEE, GRANT FUNDING INQUIRIES/APPLICATIONS/PROPOSALS ARE RECOMMENDED TO THE BOARD FOR ACTION. EVALUATION PRIORITIES ARE GIVEN TO INQUIRIES/APPLICATIONS/PROPOSALS THAT IMPACT IDENTIFIED UNMET COMMUNITY HEALTH AND HEALTH-RELATED NEEDS AND ENHANCE QUALITY OF LIFE, THAT FOSTER COLLABORATION AMONG FOUNDATIONS AND COMMUNITY SERVICE ORGANIZATIONS, AND THAT PROVIDE OPPORTUNITIES TO LEVERAGE OTHER COMMUNITY RESOURCES AND ENGAGE OTHERS IN POSITIVE CHANGE AND INVOLVEMENT. THE FOLLOWING EVALUATION TECHNIQUES MAY BE UTILIZED BY THE FOUNDATION BOARD TO ENHANCE AND ENABLE AN INFORMED DECISION MAKING PROCESS: A GRANTSEEKER PRESENTATION TO THE BOARD/GRANT COMMITTEE; A GRANTSEEKER ORGANIZATION SITE VISIT; AN EVALUATION BY OTHER COMMUNITY EXPERTS IN THE SPECIFIC GRANT AREA; AND A FOCUSED COMMUNITY NEEDS ANALYSIS/ASSESSMENT/SURVEY. THE APPROVED GRANT RECIPIENTS ARE REQUIRED TO SUBMIT PROGRESS REPORTS TO THE FOUNDATION CONTAINING QUALITATIVE AND QUANTITATIVE INFORMATION AND SUCH INFORMATION IS SUBJECT TO AUDIT BY THE FOUNDATION. THE PROGRESS REPORTS MUST IDENTIFY PROGRAM ACCOMPLISHMENTS AND ANY PROBLEMS EXPERIENCED IN MEETING OBJECTIVES, YEAR TO YEAR EXPENDITURES, DETAIL OF HOW FOUNDATION GRANT FUNDS WERE APPLIED, AND AN UPDATED BUDGET FOR EACH OF THE REMAINING GRANT YEARS, IF ANY.
Schedule I (Form 990) 2020



Additional Data


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Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Graphic Arrow Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Graphic Arrow Attach to Form 990.
Graphic Arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public Inspection
Name of the organization
BHHS LEGACY FOUNDATION
 
Employer identification number

95-3239789
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2020

Schedule J (Form 990) 2020
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1GERALD WISSINK
DIRECTOR/CEO 		(i)

(ii)		 279,190
-------------
0 		0
-------------
0 		0
-------------
0 		16,916
-------------
0 		13,374
-------------
0 		309,480
-------------
0 		0
-------------
0
2MARY THOMSON
VICE PRESIDENT 		(i)

(ii)		 139,272
-------------
0 		0
-------------
0 		0
-------------
0 		8,447
-------------
0 		14,294
-------------
0 		162,013
-------------
0 		0
-------------
0
Schedule J (Form 990) 2020

Schedule J (Form 990) 2020
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J (Form 990) 2020

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2020
Open to Public
Inspection
Name of the organization
BHHS LEGACY FOUNDATION
 
Employer identification number

95-3239789
Return Reference Explanation
FORM 990, PART III, LINE 1 THE BHHS LEGACY FOUNDATION'S MISSION IS TO ENHANCE THE QUALITY OF LIFE AND HEALTH OF THOSE WE SERVE. IT WILL ACCOMPLISH ITS MISSION BY OPERATING AS A SUPPORTING ORGANIZATION EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF: (1) A CLASS OF ORGANIZATIONS THAT ARE EXEMPT FROM THE FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, OR ARE GOVERNMENTAL UNITS AS REFERRED TO IN SECTIONS 170(B)(1)(A)(V) AND (C)(1) AND ARE PUBLIC CHARITIES UNDER SECTION 509(A)(1) OR SECTION 509(A)(2) THAT "ENHANCE OR PROMOTE THE QUALITY OF LIFE AND HEALTH IN THE STATE OF ARIZONA (OR IN ONE OR MORE OF THE ADJACENT STATES OF NEVADA, CALIFORNIA, NEW MEXICO, UTAH AND COLORADO) BY HEALTH EDUCATION, ILLNESS AND INJURY PREVENTION, AND HEALTH SERVICE ACCESS AND DELIVERY FOR CHILDREN, FAMILIES, SENIORS AND OTHERS; AND (2) LEGACY CONNECTION, AN ARIZONA NONPROFIT CORPORATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) AND PUBLIC CHARITY UNDER SECTIONS 509(A)(1) AND 170(B)(1)(A)(VI), WHOSE MISSION IS "INCLUDING BUT NOT LIMITED TO ADDRESSING FUNDAMENTAL HUMAN NEEDS FOR FOOD, CLOTHING, SAFETY, HOUSING, HEALTH AND EDUCATION."
FORM 990, PART VI, SECTION A, LINE 1 PURSUANT TO THE BYLAWS THE BOARD EXECUTIVE COMMITTEE, TO THE EXTENT PERMITTED BY THE LAW, HAS THE AUTHORITY AND RESPONSIBILITY OF EXERCISING THE POWERS AND DUTIES OF THE BOARD BETWEEN MEETINGS OF THE BOARD. THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIRMAN, IMMEDIATE PAST CHAIRMAN, VICE CHAIRMAN, CEO, TREASURER, AND SECRETARY.
FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBER RICHARD CRAMER, BOARD MEMBER THOMAS DALLMAN AND BOARD MEMBER (CHAIRMAN) DANIEL OEHLER HAVE A BUSINESS RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 6 LEGACY CONNECTION IS THE SOLE MEMBER OF BHHS LEGACY FOUNDATION AND ANNUALLY ELECTS ITS GOVERNING BOARD. OTHER DECISIONS REQUIRING THE APPROVAL OF THE SOLE MEMBER INCLUDE AMENDING ARTICLES OF INCORPORATION OR BYLAWS, SALE OR TRANSFER OF ASSETS, AND MERGER, CONSOLIDATION, REORGANIZATION OR DISSOLUTION OF THE CORPORATION.
FORM 990, PART VI, SECTION A, LINE 7A SEE NARRATIVE FOR PART VI, SECTION A, LINE 6 ABOVE.
FORM 990, PART VI, SECTION A, LINE 7B SEE NARRATIVE FOR PART VI, SECTION A, LINE 6 ABOVE.
FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS HAS DELEGATED THE REVIEW OF THE FORM 990 TO THE AUDIT COMMITTEE OF THE BOARD. THE DRAFT OF THE FORM 990 IS DISTRIBUTED TO THE AUDIT COMMITTEE AND A MEETING OF THE AUDIT COMMITTEE IS HELD USUALLY AT LEAST TWO WEEKS BEFORE THE RETURN IS TO BE FILED. ALL QUESTIONS AND CHANGES PROPOSED BY THE AUDIT COMMITTEE ARE ADDRESSED PRIOR TO FILING THE FINAL FORM 990. THE FILED VERSION OF THE FORM 990 IS REVIEWED WITH THE TREASURER (BOARD MEMBER) PRIOR TO HIS SIGNING THE FORM 990. AN ELECTRONIC COPY OF THE FILED FORM 990 IS SENT TO ALL BOARD MEMBERS BEFORE FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE LEGAL COUNSEL DISTRIBUTES A CONFLICT OF INTEREST QUESTIONNAIRE AND A FORM 990 TEMPLATE FOR BUSINESS AND FAMILY RELATIONSHIPS AND BUSINESS TRANSACTIONS TO ALL BOARD MEMBERS, OFFICERS, LEGAL COUNSEL AND FINANCIAL CONSULTANT. A SUMMARY OF ALL DISCLOSURES IS PRESENTED TO THE BOARD OF DIRECTORS. THE LEGAL COUNSEL AND CEO MONITOR TRANSACTIONS FOR POTENTIAL CONFLICTS BASED UPON SUCH DISCLOSURES. IF A CONFLICT IS IDENTIFIED, THE INDIVIDUAL WITH THE CONFLICT OF INTEREST WILL NOT PARTICIPATE IN THE DELIBERATIVE DISCUSSION OR VOTE ON THE TRANSACTION INVOLVED.
FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE CEO'S COMPENSATION EVERY THREE YEARS AND PERFORMANCE ANNUALLY. THE COMMITTEE REVIEWS INDUSTRY SURVEYS PUBLISHED BY THE COUNCIL ON FOUNDATIONS AS WELL AS FORM 990'S FROM COMPARABLE SIZED REGIONAL AND NATIONAL FOUNDATIONS. THE COMMITTEE ALSO REVIEWS THE CEO'S BENEFITS PACKAGE AS COMPARED TO COMPARABLE REGIONAL AND NATIONAL FOUNDATIONS. THE CEO HAS A THREE YEAR EMPLOYMENT CONTRACT WHICH SPECIFIES TOTAL COMPENSATION AND BENEFITS. THE RENEWAL OF THE EMPLOYMENT CONTRACT IS PRESENTED TO THE BOARD OF DIRECTORS FOR ITS APPROVAL. OTHER EXECUTIVES' COMPENSATION IS REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE AND COMPARED TO SURVEYS OF COMPARABLE FOUNDATIONS AND FORM 990. COMMITTEE RECOMMENDATIONS ARE PRESENTED TO THE BOARD OF DIRECTORS FOR ITS APPROVAL. THE APPROVAL IS DOCUMENTED IN THE BOARD MINUTES. THIS PROCESS WAS LAST COMPLETED IN 2020.
FORM 990, PART VI, SECTION C, LINE 19 BHHS LEGACY FOUNDATION DOES MAKE AVAILABLE TO THE PUBLIC COPIES OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS. THESE DOCUMENTS ARE AVAILABLE UPON RECEIPT OF A WRITTEN REQUEST. DETAILED INFORMATION REGARDING GRANTS IS AVAILABLE ON THE ORGANIZATION'S WEBSITE.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2020


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2020
Open to Public Inspection
Name of the organization
BHHS LEGACY FOUNDATION
 
Employer identification number

95-3239789
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) BHHS PROPERTIES LLC
360 E CORONADO ROAD SUITE 100
PHOENIX,AZ85004
80-0689656 		INACTIVE AZ   0 BHHS LEGACY FOUNDATION
 










Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)PBHMC INC
360 E CORONADO ROAD SUITE 100

PHOENIX,AZ85004
86-0187194 		SUPPORT AZ 501(C)(3) 12A-I LEGACY CONNECTION
 
 
No
(2)LEGACY CONNECTION
360 E CORONADO ROAD SUITE 100

PHOENIX,AZ85004
90-0036015 		CHARITABLE AZ 501(C)(3) 7 N/A
 
No










For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) PBHMC INC

 B 286,000 COST





Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R (Form 990) 2020

Additional Data


Software ID:  
Software Version: