Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
HENRY DAHLBERG FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1890 WOODS TRAIL
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PRESCOTT, AZ86305
A Employer identification number

23-7030927
B Telephone number (see instructions)

(928) 445-3778
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$969,035J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 20,450
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 8,657 8,657 8,657
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 13,826
b Gross sales price for all assets on line 6a 196,388
7 Capital gain net income (from Part IV, line 2)... 13,826
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 42,933 22,483 8,657
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages...... 1,220     1,220
15 Pension plans, employee benefits....... 93     93
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 2,700      
c Other professional fees (attach schedule).... Click to see attachment 3,159 3,159    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 28 28    
19 Depreciation (attach schedule) and depletion... Click to see attachment 914   914
20 Occupancy.............. 11,589   5,716 5,873
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 21,337   2,027 13,904
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 41,040 3,187 8,657 21,090
25 Contributions, gifts, grants paid....... 12,664 12,664
26 Total expenses and disbursements. Add lines 24 and 25 53,704 3,187 8,657 33,754
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -10,771
b Net investment income (if negative, enter -0-) 19,296
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 4,755 7,867 7,867
2 Savings and temporary cash investments......... 23,893 24,161 24,161
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 153,193 Click to see attachment171,584 219,143
c Investments—corporate bonds (attach schedule)....... 97,571 Click to see attachment69,970 74,147
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,740    
14 Land, buildings, and equipment: basis bullet97,936
Less: accumulated depreciation (attach schedule) bullet52,819 46,031 Click to see attachment45,117 643,717
15 Other assets (describe bullet) Click to see attachment287    
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 329,470 318,699 969,035
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 329,470 318,699
29 Total net assets or fund balances (see instructions)..... 329,470 318,699
30 Total liabilities and net assets/fund balances (see instructions). 329,470 318,699
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
329,470
2
Enter amount from Part I, line 27a .....................
2
-10,771
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
318,699
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
318,699
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 15.000 APPLE INC P 2013-04-23 2020-01-28
b 50.000 AT&T INC P 2018-08-14 2020-01-28
c 0.140 BANCO SANTANDER S A P 2019-10-22 2020-03-26
d 5.000 INVESCO QQQ TR UNIT SER 1 P 2017-09-28 2020-01-06
e 2.000 ISHARES CORE S&P MID CAP P 2012-03-06 2020-01-06
7.000 ISHARES MSCI EAFE ETF P 2019-02-06 2020-01-06
3.000 ISHARES US REAL ESTATE P 2016-10-18 2020-01-06
71.000 SELECT SECTOR SPDR FD P 2019-02-06 2020-01-06
2.000 SPDR DOW JONES INDL AVG P 2017-09-28 2020-01-06
6.000 SPDR S&P 500 ETF TRUST P 2017-09-28 2020-01-06
6.000 WISDOMTREE TRUST EMERG MKTS P 2012-01-01 2020-01-06
72.200 ALPS ETF TR ALERIAN MLP P 2020-01-06 2020-06-04
1,636.000 BANCO SANTANDER S A P 2019-10-22 2020-07-01
143.000 CANOPY GROWTH CORP P 2019-11-01 2020-04-24
50.000 WALT DISNEY P 2020-01-28 2020-09-25
57.914 FEDERATED HERMES KAU P 2020-06-25 2020-09-23
81.513 POLEN GROWTH FD P 2020-06-25 2020-09-23
8.000 ISHARES TR MSCI EAFE P 2020-04-24 2020-06-25
5.000 ISHARES TR CORE S&P P 2020-04-24 2020-06-25
4.000 ISHARES TR US REAL ESTATE P 2020-04-24 2020-06-04
95.771 T ROWE PRICE VALUE FD P 2020-06-25 2020-09-23
41.000 SELECT SECTOR SPDR HEALTH CARE P 2020-01-06 2020-06-25
41.000 SELECT SECTOR SPDR ENERGY P 2019-07-18 2020-06-25
16,250.550 VANGUARD FEDERAL MM P 2020-01-01 2020-05-26
60.374 VIRTUS KAR MIDCAP GRWTH P 2020-06-25 2020-09-23
119.388 VIRTUS KAR EMERGING MKTS P 2020-06-25 2020-09-23
63.644 VIRTUS SGA GLOBAL GRWTH P 2020-06-25 2020-09-23
86.000 WALGREENS BOOT ALLIANCE P 2019-12-20 2020-06-23
14.000 WISDOMTREE TR EMERGING MKTS P 2020-04-24 2020-06-25
80.000 ALPS ETF TR ALERIAN MLP P 2019-02-06 2020-06-04
20.000 ABBVIE INC P 2016-02-26 2020-07-01
2.000 AMAZON COM P 2016-10-28 2020-07-01
30.000 APPLE INC P 2013-04-23 2020-09-25
300.000 BANCO SANTANDER S A P 2012-01-06 2020-12-07
20.000 BOEING CO P 2019-03-13 2020-11-09
66.000 CVS HEALTH CORP P 2019-05-01 2020-11-19
10,000.000 GWG HLGD INC BD P 2018-06-13 2020-06-16
89.000 GILEAD SCIENCES P 2018-01-11 2020-12-18
38.000 INVESCO QQQ TR UNIT SER 1 P 2017-09-28 2020-06-25
450.000 INVESCO EXCHANGE-TRADED P 2013-07-18 2020-12-18
119.000 ISHARES TR MSCI EAFE P 2019-02-06 2020-06-25
40.000 ISHARES TR CORE S&P P 2012-03-06 2020-06-25
26.000 ISHARES TR RUSSELL P 2015-04-16 2020-06-25
44.000 ISHARES TR US REAL ESTATE P 2016-10-18 2020-06-04
75.000 SPDR S&P 500 ETF TRUST P 2017-09-28 2020-06-25
28.000 SPDR DOW JONES INDL AVG P 2017-09-28 2020-06-25
60.000 SELECT SECTOR SPDR ENERGY P 2015-01-27 2020-06-25
7.070 VANGUARD FEDERAL MM P 2020-04-30 2020-05-26
90.000 WISDOMTREE TR EMERGING MKTS P 2015-10-19 2020-06-25
Capital Gain Dividends      
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,744   867 3,877
b 1,933   1,615 318
c     1 -1
d 1,067   721 346
e 404   192 212
481   442 39
274   235 39
4,236   3,812 424
566   447 119
1,929   1,501 428
270   233 37
2,077   1,923 154
3,903   6,787 -2,884
2,183   2,846 -663
6,138   6,899 -761
2,814   2,743 71
3,318   3,138 180
488   449 39
862   779 83
324   299 25
3,211   3,058 153
4,008   4,162 -154
1,529   1,631 -102
16,211   16,237 -26
3,358   3,146 212
1,772   1,625 147
1,637   1,541 96
3,703   5,040 -1,337
512   468 44
2,302   3,599 -1,297
1,974   1,134 840
5,157   1,567 3,590
5,425   867 4,558
7,500   4,642 2,858
3,568   7,126 -3,558
4,313   3,791 522
10,000   9,680 320
5,217   7,063 -1,846
9,104   5,579 3,525
9,960   11,063 -1,103
7,256   7,509 -253
6,900   5,814 1,086
3,600   3,455 145
3,565   3,504 61
23,398   19,534 3,864
7,136   6,357 779
2,238   4,154 -1,916
7   7  
3,295   3,280 15
      521
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       3,877
b       318
c       -1
d       346
e       212
      39
      39
      424
      119
      428
      37
      154
      -2,884
      -663
      -761
      71
      180
      39
      83
      25
      153
      -154
      -102
      -26
      212
      147
      96
      -1,337
      44
      -1,297
      840
      3,590
      4,558
      2,858
      -3,558
      522
      320
      -1,846
      3,525
      -1,103
      -253
      1,086
      145
      61
      3,864
      779
      -1,916
       
      15
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 13,826
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 -4,261
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 268
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 268
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 268
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 276
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 276
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 8
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet8 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletAZ
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
    8b
     
    No
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletHENRY DAHLBERG JR Telephone no.bullet (928) 445-3778

    Located atbullet1890 WOODS TRAILPRESCOTTAZ ZIP+4bullet86305
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    HENRY E DAHLBERG JR Trustee
    25.00     		0    
    1890 WOODS TRAIL
    PRESCOTT,AZ86305
    K HUNTER DAHLBERG Trustee
    1.00     		0    
    1890 WOODS TRAIL
    PRESCOTT,AZ86305
    BRADLEY J NEWMAN Trustee
    1.00     		0    
    1890 WOODS TRAIL
    PRESCOTT,AZ86305
    DANIEL TOMLINSON Trustee
    3.00     		0    
    1890 WOODS TRAIL
    PRESCOTT VALLEY,AZ86305
    KRISTINA DAHLBERG Trustee
    1.00     		0    
    6637 W WHISPERING WINDMILL LN
    MARANA,AZ85658
    KEVIN J KAPP Trustee
    1.00     		0    
    902 N SKYVIEW DRIVE
    PRESCOTT,AZ86303
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 FOUNDATION PROVIDES TRAINING TO EDUCATORS IN TEACHING ELEMENTARY AND MIDDLE SCHOOL-AGE CHILDREN TO RESPECT, APPRECIATE AND VALUE THE OUT-OF-DOORS. 8,910
    2 FOUNDATION MONITORS AND MEASURES CHANGES TO RIPARIAN HABITAT AND PROVIDES DATA COLLECTED TO VARIOUS GOVERNMENTAL AGENCIES, INCLUDING THE NATIONAL FOREST SERVICE, ARIZONA GAME & FISH DEPARTMENT AND ARIZONA DEPARTMENT OF ENVIRONMENTAL QUALITY. 4,145
    3 FOUNDATION COLLABORATED WITH THE PRESCOTT NATIONAL FOREST AND THE UNIVERSITY OF ARIZONA ON A RECREATION ADVISORY COMMITTEE GRANT FOR WATERSHED IMPROVEMENTS, PRIMARILY CULVERT AND ROAD IMPROVEMENTS,AND ALSO INCLUDING WATER GAPS, TRASH CATCHERS, AUTOMATED WEATHER STATION AND SEDIMENT FLOW MEASUREMENT. 16,602
    4 FOUNDATION PROVIDES ASSISTANCE TO THE COMMUNITY NATURE CENTER, A COLLABORATIVE EFFORT BETWEEN THE PRESCOTT UNIFIED SCHOOL DISTRICT AND THE CITY OF PRESCOTT PARKS AND RECREATION DEPARTMENT FOR OUTDOOR EDUCATION PROGRAMS. 90
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    280,928
    b
    Average of monthly cash balances.......................
    1b
    25,065
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    305,993
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    305,993
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    4,590
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    301,403
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    15,070
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
     
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
     
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    33,754
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    33,754
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    33,754
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    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........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$  
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
    0 1,038     1,038
    b 85% of line 2a .........   882     882
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		33,754 13,034 24,811 31,639 103,238
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		33,754 13,034 24,811 31,639 103,238
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		10,047 10,847 11,709 12,193 44,796
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    HENRY E DAHLBERG JR
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    YAVAPAI YALPERS NATL WILD TURKEY FE
    265 W SOARING AVE
    PRESCOTT,AZ86301     		NONE PC CONTRIBUTION MADE AS UNRESTRICTED GIFT TO BE USED FOR FIELD PROJECTS BENEFITING WILD TURKEY AND OTHER WILDLIFE SPECIES 50
    YAVAPAI EXCEPTIONAL INDUSTRIES
    436 N WASHINGTON AVE
    PRESCOTT,AZ86301     		NONE PC CONTRIBUTION MADE FOR EXPENSES OF EDUCATIONAL CAMP EXPERIENCE FOR DISABLED PERSONS 1,000
    PRESCOTT UNIFIED SCHOOL DISTRICT
    300 E GURLEY ST
    PRESCOTT,AZ86301     		NONE PC CONTRIBUTION FOR EXPENSES OF 5TH GRADE STUDENTS TO ATTEND CAMP 500
    CITY OF PRESCOTT RECREATION SVCS DE
    824 E GURLEY ST
    PRESCOTT,AZ86301     		NONE PC CONTRIBUTIONS MADE TO SUPPORT THE OPERATING EXPENSES OF THE COMMUNITY NATURE CENTER, A PUBLIC SPACE OF THE CITY OF PRESCOTT ARIZONA 2,464
    HIGHLANDS CENTER FOR NATURAL HISTOR
    1375 WALKER RD
    PRESCOTT,AZ86303     		NONE PC CONTRIBUTION MADE AS UNRESTRICTED GIFT TO BE USED FOR OPERATING EXPENSES OF THE CENTER IN SUPPORT OF THEIR MISSION TO BRING SCIENCE BASED ENVIRONMENTAL EDUCATION TO THE COMMUNITY 2,000
    BUTTERFIELD ELEMENTARY SCHOOL
    3400 W MASSINGALE ROAD
    TUCSON,AZ85741     		NONE PC CONTRIBUTION MADE FOR EXPENSES OF 6TH GRADE STUDENTS TO ATTEND SCIENCE AND ADVENTURE CAMP 1,000
    CENTRAL ARIZONA LAND TRUST
    PO BOX 1050
    PRESCOTT,AZ86302     		NONE PC CONTRIBUTION MADE AS UNRESTRICTED GIFT TO PRESERVE AND PROTECT OPEN SPACE, WILDLIFE HABITAT, AND WORKING AGRICULTURAL LANDS IN CENTRAL AND NORTHERN ARIZONA 500
    ARIZONA WILDERNESS COALITION
    PO BOX 40340
    TUCSON,AZ85717     		NONE PC CONTRIBUTION MADE AS UNRESTRICTED GIFT TO ADVANCE WILDERNESS PRESERVATION AND STEWARDSHIP PROGRAMS ACROSS THE STATE 200
    THE LAUNCH PAD
    302 GROVE AVE
    PRESCOTT,AZ86301     		NONE PC CONTRIBUTION MADE AS UNRESTRICTED GIFT TO BE USED FOR THE TEEN CENTER SUPPORTING OUT-OF-SCHOOL-TIME PROGRAMS THAT SERVE OLDER YOUTH 1,000
    GLEN CANYON CONSERVANCY
    12 N LAKE POWELL BLVD
    PAGE,AZ86040     		NONE PC CONTRIBUTION MADE AS UNRESTRICTED GIFT TO HELP WITH MISSION TO SUPPORT PUBLIC LANDS IN NORTHERN ARIZONA AND SOUTHERN UTAH 2,000
    YAVAPAI TRAILS ASSOCIATION
    PO BOX 403
    PRESCOTT,AZ86302     		NONE PC CONTRIBUTION MADE AS UNRESTRICTED GIFT TO FURTHER THE GOALS OF NON-MOTORIZED TRAILS 100
    PRESCOTT CREEKS
    1837 AZ 89
    PRESCOTT,AZ86301     		NONE PC CONTRIBUTION MADE AS UNRESTRICTED GIFT TO HELP ACHIEVE HEALTHY WATERSHED AND CLEAN WATER IN PRESCOTT, AZ 100
    GRANITE MTN SCHOOL
    300 E GURLEY ST
    PRESCOTT,AZ86301     		NONE PC CONTRIBUTION MADE FOR EXPENSES OF 6TH GRADE STUDENTS TO ATTEND SCIENCE AND ADVENTURE CAMP 1,000
    GRANITE DELLS PRESERVATION FDN
    PO BOX 10893
    PRESCOTT,AZ86304     		NONE PC CONTRIBUTION MADE AS UNRESTRICTED GIFT TO PRESERVE AND PROTECT OPEN SPACE, WILDLIFE HABITAT,AND RECREATION OPPORTUNITES IN THE GRANITE DELLS OF PRESCOTT, ARIZONA. 250
    STUDENT CONSERVATION ASSOCIATION
    248 VALLEJO ST
    PRESCOTT,AZ86301     		NONE PC CONTRIBUTION MADE AS UNRESTRICTED GIFT TO PROTECT AND RESTORE FOREST LAND AND INSPIRE STEWARDSHIP OF THE ENVIRONMENT BY ENGAGING YOUNG PEOPLE IN HANDS-ON SERVICE TO THE LAND. 200
    HIGH COUNTRY NEWS
    119 GRAND AVENUE
    PAONIA,CO81428     		NONE PC CONTRIBUTION MADE AS UNRESTRICTED GIFT TO SUPPORT A MEDIA ORGANIZATION WHOSE MISSION IS TO INFORM AND INSPIRE PEOPLE TO ACT ON BEHALF OF THE WESTEN STATES NATURAL COMMUNITIES AND ECOLOGICAL ISSUES. 100
    GRAND CANYON TRUST
    2601 N FORT VALLEY ROAD
    FLAGSTAFF,AZ86001     		NONE PC CONTRIBUTION MADE AS UNRESTRICTED GIFT TO PRESERVE AND PROTECT OPEN SPACE, WILDLIFE HABITAT,AND RECREATION OPPORTUNITES IN THE GRAND CANYON NATIONAL PARK, ARIZONA. 100
    NATURAL RESOURCES DEFENSE COUNCIL
    40 WEST 20TH ST 11TH FLOOR
    NEW YORK,NY10011     		NONE PC CONTRIBUTION MADE AS UNRESTRICTED GIFT TO PRESERVE AND PROTECT OPEN SPACE, WILDLIFE HABITAT,AND RECREATION OPPORTUNITES IN THE SOUTHWEST REGION OF THE UNITED STATES. 100
    Total .................................bullet 3a 12,664
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 8,657  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 13,826  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   22,483  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    22,483
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


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


    Software ID: 20011551
    Software Version: 2020v4.0


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

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

    23-7030927
    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
    HENRY DAHLBERG FOUNDATION
          		Employer identification number
    23-7030927
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    US FOREST SERVICE - RAC GRANT
    134 CORTEZ STREET
     
    PRESCOTT, AZ863034316

    		$ 20,450


    (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
    HENRY DAHLBERG FOUNDATION
          		Employer identification number

    23-7030927
    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
    HENRY DAHLBERG FOUNDATION
          		Employer identification number

    23-7030927
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID: 20011551
    Software Version: 2020v4.0

    TY 2020 AccountingFeesSchedule
    Name:
    HENRY DAHLBERG FOUNDATION
    EIN:
    23-7030927
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING AND TAX PREP 2,700 0 0 0

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

    TY 2020 DepreciationSchedule
    Name:
    HENRY DAHLBERG FOUNDATION
    EIN:
    23-7030927
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    SOLAR ELEC SYSTEM 1999-11-26 4,069 2,093 SL 2.56 % 104      
    ENTRANCE GATES 2007-11-03 4,627 3,746 SL 6.67 % 309      
    PROPANE REFRIGERATOR 2013-09-16 2,117 1,967 SL 7.14 % 150      
    METAL BARN ROOF 2014-09-06 13,700 1,858 SL 2.56 % 351      

    TY 2020 ExplnOfNonFilingWithAGStmt
    Name:
    HENRY DAHLBERG FOUNDATION
    EIN:
    23-7030927
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Statement:
    ARIZONA DEPARTMENT OF REVENUE DOES NOT REQUIRE AN EXEMPT ORGANIZATION TO FILE AN ARIZONA RETURN OR TO FURNISH THE STATE A COPY OF THE FEDERAL FORM. THERE IS NO REQUIREMENT TO FILE WITH THE SECRETARY OF STATE.

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    HENRY DAHLBERG FOUNDATION
    EIN:
    23-7030927
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    10000 GENERAL MTRS FINL CO INC MTN 3% 22 9,943 9,998
    450 INVESCO EXCHANGE GLOBAL SHORT TERM    
    400 INVESCO EXCHANGE VARIABLE RATE PFD 10,006 10,380
    10000 GWG HLDS INC 5.5% 20    
    10000 DEUTSCHE BK SR NT 4.24% 21 10,199 10,254
    300 BANCO SANTANDER FLOATING RATE    
    15000 SANTANDER HOLDINGS USA INC 15,166 15,490
    10000 GWG HOLDINGS INC 7.5% 24 9,515 10,000
    10000 GWG HOLDINGS INC 7.5% 25 9,530 10,000
    17 SPDR SER TR FACTSET INNOV TECH 2,848 3,657
    20 VANECK VECTORS ETF SEMI-CON 2,763 4,368

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    HENRY DAHLBERG FOUNDATION
    EIN:
    23-7030927
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    80 SH APPLE INC 1,695 10,615
    836.141 SH BANCO SANTANDERS    
    500 SH GOLDMAN SACHS GROUP INC PFD 9,359 12,290
    26 SH ISHARES RUSSELL 2000 ETF    
    42 SH ISHARES CORE S&P MID CAP ETF    
    500 SH MORGAN STANLEY PFD 8,098 12,475
    67 SH SELECT SECTOR SPDR BEN INT ENERGY    
    96 WISDOM TREE EMERGING MARKETS    
    80 SH ABBVIE INC 5,602 8,572
    3 SH AMAZON.COM INC 2,474 9,771
    80 SH CHEVRON CORPORATION 7,787 6,756
    60 CATERPILLAR INC 6,986 10,921
    66 CVS HEALTH CORPORATION    
    61 QUALCOMM INC 3,181 9,293
    30 SPDR DOW JONES INDL AVERAGE    
    83 SPDR S&P 500 ETF TRUST    
    89 GILEAD SCIENCES INC    
    43 INVESCO QQQ TR    
    2000 KAYNE ANDERSON MLP MIDSTREAM INV CO 12,693 11,500
    250 AT&T INC 7,773 7,190
    400 ALPS ETF TR ALERIAN MLP    
    20 BOEING CO    
    150 DOW INC COMMON 7,348 8,325
    71 SELECT SECTOR SPDR FD BEN INT MATERIA    
    86 WALGREEN BOOTS ALLIANCE INC COM    
    143 CANOPY GROWTH CORP COMMON    
    126 ISHARES MSCI EAFE ETF    
    150 FIRSTENERGY CORP COM 4,342 4,592
    63 MODERNA INC 8,852 6,582
    100 RAYTHEON TECHNOLOGIES CORP 6,416 7,151
    400 BANK AMER CORP PFD 10,049 10,164
    234 FEDERATED HERMES KAUFMAN SMCAP 11,102 14,557
    281 POLEN GROWTH FUND INST CL 10,849 12,908
    1414 INVESCO CONSERV INCOME FD 14,269 14,272
    345 T ROWE PRICE VALUE FD 11,075 13,880
    205 VIRTUS KAR MIDCAP GRWTH 10,696 13,960
    393 VIRTUS KAR EMERGING MKTS SMCAP 5,355 6,819
    230 VIRTUS SGA GLOBAL GRWTH 5,583 6,550

    TY 2020 LandEtcSchedule2
    Name:
    HENRY DAHLBERG FOUNDATION
    EIN:
    23-7030927
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Auto./Transportation Equip. 24,380 22,552 1,828 4,371
    Machinery and Equipment 19,790 19,790   7,000
    Improvements 24,411 10,477 13,934  
    Land 29,355   29,355 632,346


    TY 2020 OtherExpensesSchedule
    Name:
    HENRY DAHLBERG FOUNDATION
    EIN:
    23-7030927
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUTO - GAS & OIL 2,674   1,337  
    INSURANCE 2,957      
    MEALS 129      
    OFFICE SUPPLIES 294      
    SUPPLIES 13,904     13,904
    TELEPHONE 1,379   690  


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    HENRY DAHLBERG FOUNDATION
    EIN:
    23-7030927
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVISORY AND INVESTMENT FEES 3,159 3,159 0 0


    TY 2020 TaxesSchedule
    Name:
    HENRY DAHLBERG FOUNDATION
    EIN:
    23-7030927
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX ON DIVIDENDS 28 28