TY 2021 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

For calendar year 2021, or tax year beginning 07-01-2021 , and ending 06-30-2022

Name of foundation
THE LEGACY FOUNDATION OF SOUTHEAST
ARIZONA

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1089
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
SIERRA VISTA, AZ85636

A Employer identification number

86-0186064

B Telephone number (see instructions)

(520) 335-6015

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$59,600,534J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	7,000
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	1,523,784		1,523,784
5a	Gross rents............	2,153,671
b	Net rental income or (loss) 2,153,671
6a	Net gain or (loss) from sale of assets not on line 10		1,407,901
b	Gross sales price for all assets on line 6a 22,410,425
7	Capital gain net income (from Part IV, line 2)...			1,140,050
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).......		18,136	0
12	Total. Add lines 1 through 11........	5,110,492		2,663,834
13	Compensation of officers, directors, trustees, etc.	366,199		0	366,199
14	Other employee salaries and wages......	203,130		0	226,441
15	Pension plans, employee benefits.......	83,329		0	83,329
16a	Legal fees (attach schedule).........		120,875	0	130,335
b	Accounting fees (attach schedule).......		84,444	0	85,944
c	Other professional fees (attach schedule)....		287,081	271,278	15,350
17	Interest...............	72		0	71
18	Taxes (attach schedule) (see instructions)...		33,420	0	0
19	Depreciation (attach schedule) and depletion...		226,820	0
20	Occupancy..............	108,513		0	108,709
21	Travel, conferences, and meetings.......	21,419		0	21,669
22	Printing and publications..........
23	Other expenses (attach schedule).......		234,164	0	223,492
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	1,769,466		271,278	1,261,539
25	Contributions, gifts, grants paid.......	3,770,891			2,027,911
26	Total expenses and disbursements. Add lines 24 and 25	5,540,357		271,278	3,289,450
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-429,865
b	Net investment income (if negative, enter -0-)			2,392,556
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2021)

Form 990-PF (2021)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	28,524	440,202	440,201
	2	Savings and temporary cash investments.........	1,713,894	830,053	830,053
	3	Accounts receivable
		Less: allowance for doubtful accounts	240
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........	104,513	85,830	85,830
	10a	Investments—U.S. and state government obligations (attach schedule)	2,954,373	1,950,333	1,950,333
	b	Investments—corporate stock (attach schedule).......	60,969,726	51,020,234	51,020,234
	c	Investments—corporate bonds (attach schedule).......	1,413,662	1,079,710	1,079,710
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis 7,092,691
		Less: accumulated depreciation (attach schedule) 2,898,517	4,042,882	4,194,174	4,194,173
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	71,227,814	59,600,536	59,600,534
	17	Accounts payable and accrued expenses..........	178,336	73,003
	18	Grants payable.................	463,000	2,231,628
	19	Deferred revenue.................	4,891,862	4,738,191
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........	5,533,198	7,042,822
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	65,694,616	52,557,714
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	65,694,616	52,557,714
	30	Total liabilities and net assets/fund balances (see instructions).	71,227,814	59,600,536

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

65,694,616

Enter amount from Part I, line 27a .....................

-429,865

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

65,264,751

Decreases not included in line 2 (itemize) bullet

12,707,037

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

52,557,714

Form 990-PF (2021)

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	PUBLICLY TRADED SECURITIES	P
b	LAND AND BUILDING	P	2019-09-19	2021-09-01
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	21,910,425	20,671,925	1,238,500
b	500,000	598,450	-98,450
c
d
e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			1,238,500
b			-98,450
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	1,140,050
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Form 990-PF (2021)

Page 4

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	33,257
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	33,257
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	71,400
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ...........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	71,400
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	38,143
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax38,143	Refunded	11	0

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ 0(2) On foundation managers. bullet

$ 0

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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 XIV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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

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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2021)

Page 5

Part VI-A

Statements Regarding Activities (continued)

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 .............

Yes

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

WWW.LFSAZ.ORG

The books are in care of bullet

MARGARET HEPBURN Telephone no. bullet

(520) 335-6340

Located at bullet

302-01 EL CAMINO REALSIERRA VISTAAZ ZIP+4 bullet

85636

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

16 At any time during calendar year 2021, 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 VI-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

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? ...........

1a(1)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

Yes

(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)? ......................

1a(5)

(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.) ...............

1a(6)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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 2021? .............

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)):

At the end of tax year 2021, did the foundation have any undistributed income (lines 6d

and 6e, Part XII) for tax year(s) beginning before 2021?....................

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2021 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 2021.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2021? ..

Form 990-PF (2021)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

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 ........

Organizations relying on a current notice regarding disaster assistance check here ......... bullet

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).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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 VII

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
MARGARET HEPBURN	CHIEF EXECUTIVE OFFICER 40.00	366,199	26,506
PO BOX 1089 SIERRA VISTA,AZ85636	CHIEF EXECUTIVE OFFICER 40.00	366,199	26,506
MICHAEL GROVES	CHAIR, SEATED JAN 2021 TO PRESENT 2.00	0	0
PO BOX 1089 SIERRA VISTA,AZ85636	CHAIR, SEATED JAN 2021 TO PRESENT 2.00	0	0
MARK SAVAGE	VICE CHAIR, SEATED JAN 2021 TO PRESENT 2.00	0	0
PO BOX 1089 SIERRA VISTA,AZ85636	VICE CHAIR, SEATED JAN 2021 TO PRESENT 2.00	0	0
ANDREA RUBLE	SECRETARY, SEATED JULY 2021 TO PRESENT 2.00	0	0
PO BOX 1089 SIERRA VISTA,AZ85636	SECRETARY, SEATED JULY 2021 TO PRESENT 2.00	0	0
RUTH BRITTON	DIRECTOR UNTIL APRIL 2022 2.00	0	0
PO BOX 1089 SIERRA VISTA,AZ85636	DIRECTOR UNTIL APRIL 2022 2.00	0	0
JOE DELGADO	DIRECTOR 2.00	0	0
PO BOX 1089 SIERRA VISTA,AZ85636	DIRECTOR 2.00	0	0
MAUREEN KAPPLER	DIRECTOR 2.00	0	0
PO BOX 1089 SIERRA VISTA,AZ85636	DIRECTOR 2.00	0	0
FRANK GONZALEZ	DIRECTOR 2.00	0	0
PO BOX 1089 SIERRA VISTA,AZ85636	DIRECTOR 2.00	0	0
ALEXANDRA BONEO	DIRECTOR 2.00	0	0
PO BOX 1089 SIERRA VISTA,AZ85636	DIRECTOR 2.00	0	0
ROBERT WHITE JR	DIRECTOR 2.00	0	0
PO BOX 1089 SIERRA VISTA,AZ85636	DIRECTOR 2.00	0	0
POLLY GOSA	DIRECTOR 2.00	0	0
PO BOX 1089 SIERRA VISTA,AZ85636	DIRECTOR 2.00	0	0
DEVYN THURBER	DIRECTOR 2.00	0	0
PO BOX 1089 SIERRA VISTA,AZ85636	DIRECTOR 2.00	0	0
SHARON REYNOLDS	DIRECTOR 2.00	0	0
PO BOX 1089 SIERRA VISTA,AZ85636	DIRECTOR 2.00	0	0
LANA TOMPKINS-STUTZMAN	DIRECTOR 2.00	0	0
PO BOX 1089 SIERRA VISTA,AZ85636	DIRECTOR 2.00	0	0

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
BECKY SMYTH	GRANTS MANAGER 40.00	84,706	10,583	0
PO BOX 1089 SIERRA VISTA,AZ85636	GRANTS MANAGER 40.00	84,706	10,583	0
BARBARA NICHOLS	ADMINISTRATIVE ASSIS 40.00	63,458	8,904	0
PO BOX 1089 SIERRA VISTA,AZ85636	ADMINISTRATIVE ASSIS 40.00	63,458	8,904	0






Total number of other employees paid over $50,000...................				0

Form 990-PF (2021)

Page 7

Part VII

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
CAMPBELL YOST CLARE NORELL	LEGAL	130,471
3101 N CENTRAL AVE PHOENIX,AZ85012	LEGAL	130,471
BRUCE J NORTON	ACCOUNTING	61,560
PO BOX 1089 SIERRA VISTA,AZ85636	ACCOUNTING	61,560

Total number of others receiving over $50,000 for professional services............. bullet

Part VIII-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	THE FOUNDATION IS DEDICATED TO PROVIDING NON-PROFIT ORGANIZATIONS, GOVERNMENT ENTITIES, AND OTHER TAX-EXEMPT CHARITABLE, EDUCATIONAL OR RELIEF ORGANIZATIONS THROUGHOUT COCHISE AND EASTERN SANTA CRUZ COUNTIES WITH EDUCATIONAL TRAININGS ON TOPICS RELEVANT TO THE NON-PROFIT SECTOR.	28,037
2


3


4

Part VIII-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 (2021)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

63,185,949

Average of monthly cash balances.......................

958,538

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

64,144,487

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

64,144,487

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

962,167

Net value of noncharitable-use assets. Subtract line 4 from line 3. .......

63,182,320

Minimum investment return. Enter 5% (0.05) of line 5................

3,159,116

Part X

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.)

Minimum investment return from Part IX, line 6..................

3,159,116

Tax on investment income for 2021 from Part V, line 5.......

33,257

Income tax for 2021. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

33,257

Distributable amount before adjustments. Subtract line 2c from line 1............

3,125,859

Recoveries of amounts treated as qualifying distributions................

26,048

Add lines 3 and 4............................

3,151,907

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

3,151,907

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.

Form 990-PF (2021)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2020	(c) 2020	(d) 2021
1 Distributable amount for 2021 from Part X, line 7					3,151,907
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......				0
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2021:
a From 2016......
b From 2017......
c From 2018......
d From 2019......	680,270
e From 2020......	216,677
f Total of lines 3a through e ........		896,947
4Qualifying distributions for 2021 from Part
XI, line 4: $ 3,966,422
a Applied to 2020, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2021 distributable amount.....					3,151,907
e Remaining amount distributed out of corpus		814,515
5 Excess distributions carryover applied to 2021.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		1,711,462
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2021. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2022 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2016 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2022. Subtract lines 7 and 8 from line 6a ......		1,711,462
10 Analysis of line 9:
a Excess from 2017....
b Excess from 2018....
c Excess from 2019....	680,270
d Excess from 2020....	216,677
e Excess from 2021....	814,515

Form 990-PF (2021)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-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 2021, enter the date of the ruling ....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2021	(b) 2020	(c) 2019	(d) 2018	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

MARGARET HEPBURN
PO BOX 1089
SIERRA VISTA,AZ85636
(520) 335-6015

bThe form in which applications should be submitted and information and materials they should include:

GO TO THE LEGACY FOUNDATION OF SOUTHEAST ARIZONA'S WEBSITE AT WWW.LFSAZ.ORG. SELECT GRANT INFORMATION AND THEN SELECT APPLY NOW WITHIN THE GRANT CYCLE FOR WHICH YOU ARE APPLYING. IF YOUR ORGANIZATION HAS A LEGACY FOUNDATION PROFILE, YOU WILL LOG IN WITH YOUR CREDENTIALS. IF YOUR ORGANIZATION NEEDS TO BE REGISTERED, CLICK ON CREATE NEW ACCOUNT TO CREATE A PROFILE FOR YOUR ORGANIZATION. ONCE YOU ARE REGISTERED, YOU MAY BEGIN THE LOI PROCESS. FOR ASSISTANCE WITH TECHNICAL QUESTIONS REGARDING THE ONLINE REGISTRATION AND APPLICATION, PLEASE CONTACT BECKY.SMYTH@LFSAZ.ORG OR 520-335-6015.

cAny submission deadlines:

SUBMISSION DEADLINES FOR EACH GRANT AREA CAN BE FOUND AT WWW.LFSAZ.ORG.

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

GRANTS ARE AWARDED TO ARIZONA 501(C)(3) ORGANIZATIONS, GOVERNMENT ENTITIES, AND OTHER TAX-EXEMPT CHARITABLE, EDUCATIONAL OR RELIEF ORGANIZATIONS HAVING A CLEAR AND EVIDENT RELATION TO PROMOTING POPULATION HEALTH AND COMMUNITY WELLNESS IN SOUTHEAST ARIZONA. ORGANIZATIONS MUST DEMONSTRATE A NON-DISCRIMINATION POLICY REGARDING STAFF, EMPLOYMENT, GOVERNING BOARD AND VOLUNTEERS BASED ON RACE, COLOR, RELIGION, SEX, AGE, DISABILITY, VETERAN STATUS, NATIONAL ORIGIN OR OTHER CHARACTERISTIC PROTECTED BY LAW. ALL GRANTS MUST PROVIDE A DIRECT, CLEAR AND WELL-ARTICULATED BENEFIT TO THE HEALTH AND WELLNESS OF SOUTHEAST ARIZONA. NO GRANTS MAY BE MADE THAT WILL FUND POLITICAL ACTIVITIES OR LABOR ORGANIZATIONS. APPLICANTS MUST BE ABLE TO DOCUMENT THEIR FINANCIAL VIABILITY AND MUST BE IN GOOD STANDING WITH THE IRS AT THE TIME OF REVIEW.

Form 990-PF (2021)

Page 11

Part XIV

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
AMERICAN RED CROSS 2916 E BROADWAY BLVD TUCSON,AZ85716	UNRELATED	PC	HURRICANE IDA RELIEF	5,000
ARIZONA RANGERS 11 SCHOOL DRIVE SIERRA VISTA,AZ85635	UNRELATED	PC	CPR TRAINING	700
ARIZONA SOUTHERN BAPTIST (CANELO COWBOY CHURCH) 16 MCCARTHY LANE SONOITA,AZ85611	UNRELATED	PC	FOOD PANTRY	1,000
ARIZONA'S CHILDREN ASSOCIATION 3716 E COLUMBIA ST TUCSON,AZ85714	UNRELATED	PC	STAFF EDUCATION AND TRAINING PROJECT	30,000
BENSON COMMUNITY FOOD PANTRY 2300 W CALVARY BENSON,AZ85602	UNRELATED	PC	FOOD SUPPLIES	5,000
BI-NATIONAL ARTS INSTITUTE 5 GARDNER ST BISBEE,AZ85603	UNRELATED	PC	EL CENTRO SUMMER 2021 PROGRAM	2,920
BISBEE BOYS AND GIRLS CLUB PO BOX 5205 BISBEE,AZ85603	UNRELATED	PC	VIDEO EQUIPMENT FOR FUNDRAISING	4,000
BISBEE COALITION FOR THE HOMELESS PO BOX 5393 BISBEE,AZ85603	UNRELATED	PC	OPERATIONS	5,000
BISBEE COALITION FOR THE HOMELESS PO BOX 5393 BISBEE,AZ85603	UNRELATED	PC	LIFE-SKILLS CLASSES	4,000
BISBEE COALITION FOR THE HOMELESS PO BOX 5393 BISBEE,AZ85603	UNRELATED	PC	MARIACHI FESTIVAL	1,000
BISBEE HOLISTIC WELLNESS CENTER INC PO BOX 1721 BISBEE,AZ85603	UNRELATED	PC	EDUCATION ON STRATEGIC PLANNING AND TEAM-BUILDING	2,500
BISBEE RESTORATION ASSOCIATION AND HISTORICAL SOCIETY INC PO BOX 271 BISBEE,AZ85603	UNRELATED	PC	ARCHIVING MUSEUM CONTENTS AND RECREATE EXHIBITS	1,010
BISBEE SCIENCE EXPLORATION & RESEARCH CENTER PO BOX 375 BISBEE,AZ85603	UNRELATED	PC	ASSOCIATION OF SCIENCE AND TECHNOLOGY CENTERS CONFERENCE	2,500
BOYS AND GIRLS CLUB OF BISBEE PO BOX 5205 BISBEE,AZ85603	UNRELATED	PC	ANNUAL CAR SHOW	1,000
BOYS AND GIRLS CLUB OF SIERRA VISTA 1746 PASEO SAN LUIS SIERRA VISTA,AZ85635	UNRELATED	PC	GET UP, GET ACTIVE!	2,500
BOYS AND GIRLS CLUB OF SIERRA VISTA 1746 PASEO SAN LUIS SIERRA VISTA,AZ85635	UNRELATED	PC	EDUCATION AND TRAINING OF NEW RESOURCE DEVELOPMENT STAFF	2,455
BOYS AND GIRLS CLUB OF SIERRA VISTA 1746 PASEO SAN LUIS SIERRA VISTA,AZ85635	UNRELATED	PC	BREAKFAST	1,000
BOYS AND GIRLS CLUB OF SIERRA VISTA 1746 PASEO SAN LUIS SIERRA VISTA,AZ85635	UNRELATED	PC	FUNDRAISING DINNER	1,000
BUFFALO TROOPERS MOTORCYCLE CLUB PO BOX 2195 SIERRA VISTA,AZ85636	UNRELATED	PC	OPERATION	1,000
CANELO COWBOY CHURCH 16 MCCARTHY LANE SONOITA,AZ85611	UNRELATED	PC	FOOD FOR THE PANTRY	500
CATHOLIC COMMUNITY SERVICES 6049 E HIGHWAY 90 SIERRA VISTA,AZ85635	UNRELATED	PC	MATTRESSES	5,000
CHAMPIONS FOR YOUTH FOUNDATION PO BOX 814 WILLCOX,AZ85644	UNRELATED	PC	PUBLIC RESTROOMS DESIGNED FOR HEALTH AND SAFETY	50,000
CHIRICAHUA COMMUNITY HEALTH CENTERS INC 1205 F AVENUE DOUGLAS,AZ85607	UNRELATED	PC	BEHAVIORAL HEALTH SERVICES BUILDING REMODEL	140,000
CHIRICAHUA COMMUNITY HEALTH CENTERS INC 1205 F AVENUE DOUGLAS,AZ85607	UNRELATED	PC	FOUNDATION FEASIBILITY STUDY	12,000
CHRISTIAN HOUSE FELLOWSHIP PO BOX 314 SIERRA VISTA,AZ85636	UNRELATED	PC	ARREARS AND FOOD	4,617
CITY OF DOUGLAS 425 E 10TH ST DOUGLAS,AZ85607	UNRELATED	GOV	AIRPORT PARK WALKING PATH LED SOLAR LIGHTNING	50,000
CITY OF DOUGLAS 425 E 10TH ST DOUGLAS,AZ85607	UNRELATED	GOV	CITY OF DOUGLAS STEM STORYWALK	4,000
CITY OF SIERRA VISTA 1011 N CORONADO DRIVE SIERRA VISTA,AZ85635	UNRELATED	GOV	PRIORITY DISPATCH PROQA EMERGENCY POLICE DISPATCH	27,986
CITY OF WILLCOX 101 S RAILROAD AVE STE B WILLCOX,AZ85643	UNRELATED	GOV	KEILLER PARK FITNESS EQUIPMENT	4,000
CITY OF WILLCOX 101 S RAILROAD AVE STE B WILLCOX,AZ85643	UNRELATED	GOV	REX ALLEN DAYS	1,000
CITY OF WILLCOX 101 S RAILROAD AVE STE B WILLCOX,AZ85643	UNRELATED	GOV	SUPPORTING WELLNESS FOR YOUTH AND FAMILIES THROUGH ENERGY EFFICIENT LIGHTING	50,000
COCHISE COLLEGE 901 N COLOMBO AVE SIERRA VISTA,AZ85635	UNRELATED	GOV	BHS CERTIFICATION PROGRAM	183,354
COCHISE COUNTY SHERIFF ASSIST TEAM PO BOX 994 HEREFORD,AZ85615	UNRELATED	PC	MOTORCYCLE EVENT	5,000
COCHISE COUNTY SHERIFF ASSIST TEAM PO BOX 994 HEREFORD,AZ85615	UNRELATED	PC	ANNUAL CHARITY RIDE	1,000
COMMUNITY FOOD PANTRY OF BENSON 2300 W CALVARY BENSON,AZ85602	UNRELATED	PC	FORK LIFT	24,390
COPPER QUEEN COMMUNITY HOSPITAL FOUNDATION 101 COLE AVE BISBEE,AZ85603	UNRELATED	PC	PULMONARY FUNCTION EQUIP	5,000
COPPER QUEEN COMMUNITY HOSPITAL FOUNDATION 101 COLE AVE TUCSON,AZ85715	UNRELATED	PC	POKER RUN	1,000
COPPER QUEEN LIBRARY (CITY OF BISBEE) 6 MAIN ST BISBEE,AZ85603	UNRELATED	GOV	COPPER QUEEN LIBRARY STORYWALK	12,790
CORONADO LOBO CLUB 5148 S CORONADO SCHOOL DR SIERRA VISTA,AZ85650	UNRELATED	PC	PROJECT LOBO STRIDES - RUBBERIZED SPORTS TRACK	45,000
DESERT ROSE SOBER LIVING 365 W BERRINGER DR SIERRA VISTA,AZ85635	UNRELATED	PC	OPERATIONS	5,000
DOUGLAS ARC PO BOX 252 DOUGLAS,AZ85608	UNRELATED	PC	DOUGLAS ARC FEEDS OUR PEOPLE	4,000
DOUGLAS ARC PO BOX 252 DOUGLAS,AZ85608	UNRELATED	PC	COMPUTERS AND STAFF TRAINING AND EDUCATION	2,278
DOUGLAS ARC PO BOX 252 DOUGLAS,AZ85608	UNRELATED	PC	TAKE OUT SUPPLIES, CLEANING SUPPLIES	2,000
EASTERSEALS BLAKE FOUNDATION 7750 E BROADWAY BLVD TUCSON,AZ85710	UNRELATED	PC	BLUES FESTIVAL	1,000
EASTERSEALS BLAKE FOUNDATION 7750 E BROADWAY BLVD TUCSON,AZ85710	UNRELATED	PC	BLUES FESTIVAL	1,000
ECHOING HOPE RANCH PO BOX 4471 BISBEE,AZ85603	UNRELATED	PC	COMMUNITY SUPPORTED AGRICULTURE (CSA)	2,500
ECOTOPIA 100 BLACK KNOB VIEW BISBEE,AZ85603	UNRELATED	PC	BISBEE BIKEWAYS	2,500
ECOTOPIA 100 BLACK KNOB VIEW BISBEE,AZ85603	UNRELATED	PC	PRINTER AND AN OUTSIDE CONSULTANT	2,500
FAMILY HEALTH CARE AMIGOS PO BOX 13 PATAGONIA,AZ85624	UNRELATED	PC	MOVING TRUCK WITH LIFT	2,500
FAMILY HEALTH CARE AMIGOS PO BOX 13 PATAGONIA,AZ85624	UNRELATED	PC	GRAND OPENING	419
FRIENDS OF SIERRA VISTA ANIMAL SHELTER 2160 E FRY BLVD SIERRA VISTA,AZ85635	UNRELATED	PC	IN HONOR OF JAN GUY	2,500
FRY FIRE DISTRICT 4817 S APACHE DR SIERRA VISTA,AZ85650	UNRELATED	GOV	COCHISE COUNTY CPR COALITION	3,833
GIRL SCOUTS OF SOUTHERN AZ 4300 E BROADWAY BLVD TUCSON,AZ85711	UNRELATED	PC	OPERATIONS	1,000
GIRL SCOUTS OF SOUTHERN AZ 4300 E BROADWAY BLVD TUCSON,AZ85715	UNRELATED	PC	PROGRAM SUPPORT	1,000
GOOD NEIGHBORS ALLIANCE 420 N 7TH ST SIERRA VISTA,AZ85635	UNRELATED	PC	COMMUNITY OPEN HOUSE	1,000
GOOD NEIGHBORS ALLIANCE 420 N 7TH ST SIERRA VISTA,AZ85635	UNRELATED	PC	GNA DAY PROGRAM	50,000
GOOD NEIGHBORS ALLIANCE 420 N 7TH ST SIERRA VISTA,AZ85635	UNRELATED	PC	SALARIES	5,000
GOOD NEIGHBORS ALLIANCE 420 N 7TH ST SIERRA VISTA,AZ85635	UNRELATED	PC	GNA VEHICLE	2,500
GOOD NEIGHBORS ALLIANCE 420 N 7TH ST SIERRA VISTA,AZ85635	UNRELATED	PC	DEI	1,000
HEALTHY BISBEE INC 129 FORT HUACHUCA LANE BISBEE,AZ85603	UNRELATED	PC	INCREASED FOOD COSTS, SUPPLIES, GAS	4,000
HEALTHY TOMBSTONE PO BOX 736 TOMBSTONE,AZ85638	UNRELATED	PC	HEALTH FAIR	1,000
HELPING OURSELVES PURSUE ENRICHMENT INC (DBA HOPE INC) 1201 E FRY BLVD SIERRA VISTA,AZ85635	UNRELATED	PC	HOPE, INC. TRAINING & DEVELOPMENT PROJECT	4,000
HUACHUCA CITY COMMUNITY GARDEN INC PO BOX 4724 HUACHUCA CITY,AZ85616	UNRELATED	PC	TEACHING WELLNESS IN A COMMUNITY GARDEN PARK	44,725
HUMMINGBIRD STITCHERS QUILT GUILD PO BOX 1326 SIERRA VISTA,AZ85636	UNRELATED	PC	QUILT BARN	1,000
LA FRONTERA 504 WEST 29TH STREET ARIZONA,AZ85713	UNRELATED	PC	COCHISE COUNTY SERVICE EXPANSION	750,778
LOVE MUZIQ OPERATION 132 PO BOX 3978 SIERRA VISTA,AZ85636	UNRELATED	PC	HOMELESS OUTREACH	1,000
LOVE MUZIQ OPERATION 132 PO BOX 3978 SIERRA VISTA,AZ85636	UNRELATED	PC	FOSTER CARE OUTREACH	1,000
LOVE MUZIQ OPERATION 132 PO BOX 3978 SIERRA VISTA,AZ85636	UNRELATED	PC	AZ PREP COMMUNITY GYMNASIUM	50,000
LOVE MUZIQ OPERATION 132 PO BOX 3978 SIERRA VISTA,AZ85636	UNRELATED	PC	AZ PREP YOUTH MENTORING PROGRAM	4,000
LOVE MUZIQ OPERATION 132 PO BOX 3978 SIERRA VISTA,AZ85636	UNRELATED	PC	FLIGHTS AND HOTEL FOR DIRECTORS' MEETING IN LOS ANGELES	2,280
LOVE MUZIQ OPERATION 132 PO BOX 3978 SIERRA VISTA,AZ85636	UNRELATED	PC	FURNITURE AND TECHNOLOGY	3,500
MENTORING COCHISE KIDS 1042 MESCAL ROAD MESCAL,AZ85602	UNRELATED	PC	SAVE OUR STUDENTS: SCHOOL MENTORING PROGRAM FOR YOUTH	30,200
MENTORING COCHISE KIDS 1042 MESCAL ROAD MESCAL,AZ85602		PC	GOLF TOURNAMENT	1,000
MENTORING COCHISE KIDS 1042 MESCAL ROAD MESCAL,AZ85602		PC	GOLF TOURNAMENT	1,000
NATIONAL ALLIANCE ON MENTAL ILLNESS 4755 CAMPUS DR SIERRA VISTA,AZ85635		PC	CURRICULUM TRAINING	4,000
NATIONAL ALLIANCE ON MENTAL ILLNESS 4755 CAMPUS DR SIERRA VISTA,AZ85635		PC	BIKE TOUR	1,000
NATIONAL ALLIANCE ON MENTAL ILLNESS 4755 CAMPUS DR SIERRA VISTA,AZ85635		PC	OPERATION	1,000
NATIONAL ALLIANCE ON MENTAL ILLNESS 4755 CAMPUS DR SIERRA VISTA,AZ85635		PC	LAPTOPS AND ACCESSORIES FOR NAMI ON CAMPUS CLUB	2,500
NORTHERN COCHISE COMMUNITY HOSPITAL 901 W REX ALLEN DR WILLCOX,AZ85643		PC	HEALTH FAIR	500
OPERATION TOOTHBRUSH 5487 E LANTANA DRIVE SIERRA VISTA,AZ85650		PC	DENTAL HYGIENE FOR HOMELESS	1,000
PARENTS OF ADDICTED LOVED ONES 11225 N 28TH DR STE B109 PHOENIX,AZ85029		PC	VICTORY OVER ADDICTION EVENT	1,500
PATAGONIA REGIONAL TIMES PO BOX 1073 ARIZONA,AZ85624		PC	JOURNALIST DEVELOPMENT AND TRAINING	2,500
PATAGONIA SONOITA ROTARY CLUB FOUNDATION PO BOX 795 SONOITA,AZ85637		PC	GOLF CLASSIC	1,000
PEACH'S PANTRY 3305 E FRY BLVD ROOM 311 SIERRA VISTA,AZ85635		PC	NEW YEAR'S EVE	1,000
PMHDC SOUTHWEST MEDICAL AID 720 E 46TH ST TUCSON,AZ85713		PC	INTERNAL TECHNOLOGY; TO PROVIDE PSMA WITH AN UPDATED INVENTORY DATABASE	2,500
ROCK YOUR COMMUNITY 8527 N 64TH AVE GLENDALE,AZ85302		PC	THANKSGIVING FOOD BOXES	1,000
RONALD MCDONALD HOUSE CHARITIES 2155 E ALLEN RD TUCSON,AZ85719		PC	RONALD MCDONALD HOUSE PARTY	1,000
ROOTS AND ROADS FOUNDATION 5049 E BROADWAY BLVD STE 400 TUCSON,AZ85711		PC	FUNDRAISER	1,000
SAHARA HUMANITARIAN RESOURCE INC 425 N HUACHUCA BLVD STE A HUACHUCA CITY,AZ85616		PC	STOCK OUR SHELVES (SOS)	2,500
SENIOR CITIZENS OF PATAGONIA PO BOX 1121 PATAGONIA,AZ85624		PC	CHAIRS	3,750
SIERRA HOUSING COALITION 1700 AZ-92 SIERRA VISTA,AZ85635		PC	OPERATIONS	1,000
SIERRA VISTA DREAM CENTER 2160 E FRY BLVD SIERRA VISTA,AZ85635		PC	FOOD	2,500
SIERRA VISTA DREAM CENTER 2160 E FRY BLVD SIERRA VISTA,AZ85635		PC	FOOD GIVE-A-WAY	1,000
SIERRA VISTA PARENTS' COALITION 5147 S KINO ROAD SIERRA VISTA,AZ85650		PC	PARENT'S UNIVERSITY	850
SIERRA VISTA ROTARY CLUB CHARITIES PO BOX 1344 SIERRA VISTA,AZ85636		PC	GOLF TOURNAMENT	1,000
SIERRA VISTA SYMPHONY PO BOX 895 SIERRA VISTA,AZ85636		PC	OPERATIONS	2,500
SOLDIER'S BEST FRIEND 14505 N 75TH AVE PEORIA,AZ85381		PC	SERVICE AND THERAPEUTIC COMPANION DOG TRAINING PROGRAM	2,500
ST VINCENT DE PAUL ST ANDREWS 616 BARTOW DR SIERRA VISTA,AZ85635		PC	RENT AND UTILITIES	5,000
STATE OF ARIZONA EARLY CHILDHOOD 1535 W JEFFERSON ST PHOENIX,AZ85007		GOV	TOWNHALL	1,000
SUNSITES-PEARCE FIRE DISTRICT PO BOX 507 PEARCE,AZ85625		GOV	IT'S IN THE BAG	1,885
SVDP ST ANDREWS 616 BARTOW DR SIERRA VISTA,AZ85635		PC	FOOD, SUPPLIES, RENT, UTILITIES	5,000
THE AMERIND FOUNDATION PO BOX 400 DRAGOON,AZ85609		POF	FUNDRAISER	1,000
THE HUACHUCANS PO BOX 2331 SIERRA VISTA,AZ85636		PC	FUNDRAISER	1,000
THE SALVATION ARMY 2707 E VAN BUREN ST PHOENIX,AZ85008		PC	FOOD, CONTAINERS, BARRIERS, TABLES	5,000
THE SALVATION ARMY 2707 E VAN BUREN ST PHOENIX,AZ85008		PC	KID'S VIRTUAL CULINARY PROGRAM	2,500
THE SALVATION ARMY 2707 E VAN BUREN ST PHOENIX,AZ85008		PC	ST. PATRICK'S DAY	500
THE SERENITY CLUB 5049 AZ-92 SIERRA VISTA,AZ85650		PC	AED	1,500
TOWN OF HUACHUCA CITY 500 N GONZALES AVE HUACHUCA CITY,AZ85616		GOV	SUMMER READING/SUMMER SPLASH	1,000
TOWN OF HUACHUCA CITY 500 N GONZALES AVE HUACHUCA CITY,AZ85616		GOV	BACK TO SCHOOL BACKPACKS	1,000
UNITED WAY OF TUCSON 330 N COMMERCE PARK LOOP TUCSON,AZ85745		PC	EOLC	5,000
UNIVERSITY OF ARIZONA UNIVERSITY OF ARIZONA TUCSON,AZ85721		GOV	OPERATIONS	194,000
UNIVERSITY SOUTH FOUNDATION INC 1140 COLOMBO AVE SIERRA VISTA,AZ85635		PC	GOLF TOURNAMENT	1,000
VOLUNTEER INTERFAITH CAREGIVER PROGRAM PO BOX 3004 SIERRA VISTA,AZ85636		PC	RIDESCHEDULER SOFTWARE & MILEAGE REIMBURSEMENT	3,400
WILLCOX COMMUNITY FOOD PANTRY PO BOX 908 WILLCOX,AZ85644		PC	FOOD SUPPLIES FOR THE SCHOOL KIDS	5,000
WILLCOX COMMUNITY FOOD PANTRY PO BOX 908 WILLCOX,AZ85644		PC	PROTEIN ITEMS	5,000
WILLCOX COMMUNITY FOOD PANTRY PO BOX 908 WILLCOX,AZ85644		PC	UPGRADE TECHNOLOGY RESOURCES.	2,467
WILLCOX THEATER AND ARTS INC PO BOX 217 WILLCOX,AZ85644		PC	WAMM	1,000
WILLCOX THEATER AND ARTS INC PO BOX 217 WILLCOX,AZ85644		PC	COMMUNITY COHESION THROUGH ARTS & CULTURE: NEW ARTS AND PROGRAMMING SPACE	50,000
WILLCOX THEATER AND ARTS INC PO BOX 217 WILLCOX,AZ85644		PC	CONSULTANT FOR CAPITAL CAMPAIGN AND ORGANIZATIONAL REVIEW	2,324
Total ................................. 3a				2,027,911

bApproved for future payment
GOOD NEIGHBORS ALLIANCE 420 N 7TH ST SIERRA VISTA,AZ85635	UNRELATED	PC	GNA DAY PROGRAM	46,000
Total ................................. 3b				46,000

Form 990-PF (2021)

Page 12

Part XV-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	(e) Related or exempt function income (See instructions.)
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 ....
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....					2,153,671
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	1,407,901
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aOTHER REVENUE					18,136
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		2,931,685	2,171,807

13Total. Add line 12, columns (b), (d), and (e)..................

5,103,492

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)
5B	THE FOUNDATION FORMERLY OPERATED THE SIERRA VISTA REGIONAL HEALTH CENTER. IN 2013, THE FOUNDATION ENTERED INTO A MASTER AGREEMENT WITH AN UNRELATED CORPORATION TO DEVELOP AND CONSTRUCT A REPLACEMENT HOSPITAL FOR THE COMMUNITY OF SIERRA VISTA ON LAND OWNED BY THE FOUNDATION. RENTAL INCOME IS FOR LAND UNDERLYING THE REPLACEMENT HOSPITAL AS WELL AS ADDITIONAL LAND AND BUILDINGS ADJOINING THE REPLACEMENT HOSPITAL. THE MASTER AGREEMENT'S PROVISION OF A NEW HOSPITAL FURTHERS THE FOUNDATION'S EXEMPT PURPOSE OF PROMOTING POPULATION HEALTH AND COMMUNITY WELLNESS THROUGHOUT SOUTHEAST ARIZONA.
11A	MISCELLANEOUS INCOME

Form 990-PF (2021)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2021)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2021 AccountingFeesSchedule

Name:

THE LEGACY FOUNDATION OF SOUTHEAST

ARIZONA

EIN:

86-0186064

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	84,444	0		85,944

- TIN:

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

TY 2021 DepreciationSchedule

Name:

THE LEGACY FOUNDATION OF SOUTHEAST

ARIZONA

EIN:

86-0186064

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense
ROOF-LENIO BLDG - 202 EL CAMINO REAL	1992-02-06	375	375	SL	25.000000000000	0
WATER LINE	1993-04-30	1,705	1,704	SL	25.000000000000	0
DIAGNOSTIC CNTR - REMODEL	1993-05-31	129,779	129,779	SL	25.000000000000	0
AMB DIAGNOS CENTER	1993-06-30	90	90	SL	25.000000000000	0
CABINETS UTILITY-XRAY	1993-10-31	1,076	1,076	SL	15.000000000000	0
DIAGNOSTIC CNTR II	1994-06-30	1,492	1,492	SL	25.000000000000	0
REMODEL-DIAG CNTR X-RAY	1994-11-30	17,049	17,049	SL	15.000000000000	0
LENIO REMODEL	1999-09-29	13,798	13,798	SL	10.000000000000	0
LENIO CENTER ELECTRICAL	2000-03-30	5,490	5,489	SL	15.000000000000	0
OLSON BLDG - REMODEL - ARCHITECT	2009-05-31	30,656	15,285	SL	25.000000000000	1,198
OLSON BLDG - REMODEL - CONSTRUCTION	2009-05-31	59,056	29,446	SL	25.000000000000	2,307
OLSON BLDG - REMODEL - PROPERTY PURCHASE - BLDG	2009-05-31	234,135	116,741	SL	25.000000000000	9,148
OLSON BLDG - REMODEL - CONSTRUCTION, TL ROOF	2009-05-31	418,204	208,518	SL	25.000000000000	16,339
LENIO BLDG - REMODEL - ARCHITECT	2010-12-31	28,818	20,213	SL	15.000000000000	1,948
LENIO BLDG - REMODEL - CONSTRUCTION	2010-12-31	27,503	19,291	SL	15.000000000000	1,859
LENIO BLDG - REMODEL - CONSTRUCTION - TL ROOF	2010-12-31	191,984	134,659	SL	15.000000000000	12,979
BROOKS BLDG - BUILDING PURCHASE 302 EL CAMINO REAL SUITE 1	2012-02-29	677,387	257,209	SL	25.000000000000	26,963
BROOKS BLDG - SURVEY WORK, SOIL TESTING, PERMIT FEES	2012-02-29	14,742	5,598	SL	25.000000000000	587
BROOKS BLDG - CONSTRUCTION	2012-02-29	120,151	45,622	SL	25.000000000000	4,783
BROOKS BLDG CONSTRUCTION - CONTRACTOR W.E. ONEIL	2012-02-29	591,132	224,457	SL	25.000000000000	23,530
BROOKS BLDG - ARCHITECT	2012-02-29	85,128	32,324	SL	25.000000000000	3,389
MONUMENT SIGN FOR 302 AREA - LENIO, OLSON, ADMIN AND OTHER O	2012-05-31	13,610	12,638	SL	10.000000000000	972
SIGN-WALL S/E CORNOR	1992-12-31	1,586	1,586	SL	12.000000000000	0
STEEL HANDRAIL	1994-12-31	950	950	SL	10.000000000000	0
MONUMENT SIGN - DBL SIDE LED, STEEL POSTS, INSTALL, PERMIT	2012-08-31	5,480	4,791	SL	10.000000000000	636
BROOKS BLDG - SECURITY CAMERAS	2012-02-29	25,260	15,170	SL	15.000000000000	1,581
BROOKS BLDG - NETWORK, PHONE, FIBER OPTICS EQUIPMENT	2012-02-29	80,422	76,401	SL	5.000000000000	0
BROOKS BLDG - FURNITURE & APPLIANCES	2012-02-29	154,963	138,971	SL	10.000000000000	8,244
PHONE SYSTEM-ALLWORX 6X VOIP	2013-07-31	5,960	5,960	SL	5.000000000000	0
BLACKBAUD FINANCIAL EDGE & RAISER'S EDGE SOFTWARE SYSTEM	2013-10-01	43,168	43,168	SL	3.000000000000	0
BLACKBAUD DATABASE MERGE SVCS	2013-11-01	4,750	4,750	SL	3.000000000000	0
SAGE FIXED ASSETS SOFTWARE	2014-12-15	6,903	6,903	SL	3.000000000000	0
FOUNDANT GRANTS MANAGER-2 YEAR LICENSED SUBSCRIPTION	2015-02-23	9,000	9,000	SL	2.000000000000	0
SERVER	2015-11-27	4,743	3,813	SL	7.000000000000	698
NOVASIC REZONING	2000-08-31	22,295	22,295	SL	7.000000000000	0
NOVASIC PARKING LOT	2001-02-27	52,782	52,782	SL	8.000000000000	0
PARKING LOT-RESURFACING (AFCA)	2001-09-30	7,871	7,871	SL	8.000000000000	0
PARKING LOT 302 AREA - LENIO, OLSON, BROOKS, SURETTE AREAS	2012-05-31	133,265	133,265	SL	8.000000000000	0
LAND - 240 EL CAMINO REAL - LENIO	1992-01-31	66,000		L		0
LAND - 2832 E. WILCOX (HOUSE)	1996-08-26	9,803		L		0
LAND - EAST CAMPUS	1999-06-29	596,984		L		0
TITLE REPORT & ENVIRONMENTAL IMPACT STUDY-HWY 90 SITE	2001-10-15	2,100		L		0
NOVASIC LAND/PARKING LOT	2009-03-10	530,000		L		0
LAND-OLSON BLDG - REMODEL	2009-05-31	354,781		L		0
BLACKBAUD FIXED ASSETS MODULE & TRAINING	2016-02-24	5,098	5,098	SL	3.000000000000	0
OLSEN CONSTRUCTION PLANS	2016-06-21	67,637	17,191	SL	20.000000000000	3,382
OLSEN TELEPHONE SYSTEM	2016-06-21	10,635	10,635	SL	5.000000000000	0
OLSEN AV EQUIPMENT	2016-06-21	26,165	26,165	SL	5.000000000000	0
OLSEN APPLIANCES	2016-06-21	11,351	8,243	SL	7.000000000000	1,622
OLSEN FURNITURE	2016-06-21	53,270	38,684	SL	7.000000000000	7,610
OLSEN REMODEL	2016-06-21	421,924	107,239	SL	20.000000000000	21,095
OLSEN REMODEL-ELECTRIC	2016-06-21	963	245	SL	20.000000000000	48
BROOKS CONFERENCE IT	2018-02-01	6,151	3,940	SL	5.000000000000	1,397
BROOKS CONFERENCE IT	2018-02-01	7,798	683	SL	20.000000000000	200
PRINTER	2017-11-01	9,134	6,698	SL	5.000000000000	1,827
BROOKS ELECTRONIC SIGNAGE	2019-09-24	21,002	3,405	SL	15.000000000000	1,337
SOCIAL MEDIA APPLICATION	2020-02-14	32,492	15,344	SL	3.000000000000	10,830
LAND, BUILDING 5 SITE ACQUIRED FROM AFCA	2019-09-19	65,000		L		0
PLAZA LANDSCAPING	2020-09-01	28,824	3,003	SL	8.000000000000	3,603
PARKING LOT: BROOKS/OLSON	2020-09-01	12,900	1,344	SL	8.000000000000	1,613
ROGERS, BUILDING	2021-07-30	355,235		SL	25.000000000000	14,209
GRAY BUILDING	2021-12-15	49,839		SL	25.000000000000	0
LAND, ROGERS	2021-07-30	205,271		L		4,790
GRAY BUILDING LAND	2021-12-15	50,024		L		0
OLSEN REMODEL, BATHROOM	2022-05-01	16,604		SL	15.000000000000	184
BUILDING - MOB	2003-01-01	819,440	606,386	SL	25.000000000000	32,777
CONSTRUCTION IN PROGRESS		30,257		NC	0 %	0
MISCELLANEOUS		3,251		NC	0 %	0

- TIN:

TY 2021 ExplnOfNonFilingWithAGStmt

Name:

THE LEGACY FOUNDATION OF SOUTHEAST

ARIZONA

EIN:

86-0186064

Statement:

ARIZONA DOES NOT REQUIRE A COPY OF FORM 990-PF.

- TIN:

TY 2021 InvestmentsCorpBondsSchedule

Name:

THE LEGACY FOUNDATION OF SOUTHEAST

ARIZONA

EIN:

86-0186064

Name of Bond	End of Year Book Value	End of Year Fair Market Value
VERIZON COMMUNICATIONS INC	90,035	90,035
WELLS FARGO & CO FXD TO 052027VAR THRAFTR 3.5840%	90,590	90,590
JPMORGAN CHASE & CO FXD TO 072028 VAR THRAFTR 4.2030%	120,150	120,150
CVS HEALTH CORP	90,330	90,330
SHELL INTERNATIONAL FINANCE BV	91,247	91,247
CITIGROUP INC FXD TO 072027 VAR THRAFTR 3.6680%	90,410	90,410
COMCAST CORP	90,752	90,752
ENTERPRISE PRODUCTS OPERATING LLC	57,915	57,915
BANK OF AMERICA CORP FXD TO 102029 VAR THRAFTR 2.8840%	89,958	89,958
AT&T INC	89,166	89,166
AMAZON.COM INC	89,836	89,836
GOLDMAN SACHS GROUP INC/THE	89,297	89,297
ESCROW LEHMAN BROTHERS HOLDINGS SENIOR NOTES	24	24

- TIN:

TY 2021 InvestmentsCorpStockSchedule

Name:

THE LEGACY FOUNDATION OF SOUTHEAST

ARIZONA

EIN:

86-0186064

Name of Stock	End of Year Book Value	End of Year Fair Market Value
AIRBNB INC CL A	68,413	68,413
ABBOTT LABORATORIES	91,266	91,266
ACCENTURE PLC IRELAND CL A	84,406	84,406
ADOBE INC	184,128	184,128
ANALOG DEVICES INC	60,335	60,335
AUTODESK INC DELAWARE	128,626	128,626
ALIGN TECHNOLOGY	21,537	21,537
AMERICAN TOWER CORP	102,551	102,551
AMAZON COM INC	331,375	331,375
BIO RAD LAB A	49,005	49,005
BLACKSTONE INC	44,520	44,520
CADENCE DESIGN SYSTEM	69,464	69,464
CHIPOTLE MEXICAN GRILL INC COM	52,290	52,290
SALESFORCE INC	96,548	96,548
DANAHER CORPORATION	103,031	103,031
DOCUSIGN INC	31,043	31,043
DYNATRACE INC	58,726	58,726
ECOLAB INC	43,967	43,967
ENPHASE ENERGY	52,324	52,324
EDWARD LIFESCIENCES CORP	62,759	62,759
FORTIVE CORP	37,196	37,196
ALPHABET INC CL C	96,248	96,248
ALPHABET INC CL A	191,775	191,775
HOME DEPOT INC	42,512	42,512
IDEXX LABS	59,624	59,624
ILLUMINA INC	28,391	28,391
INTUIT INC	86,724	86,724
INTUITIVE SURGICAL INC	40,543	40,543
GARTNER INC	42,320	42,320
MASTERCARD INC CL A	134,710	134,710
META PLATFORMS INC CL A	117,229	117,229
MONOLITHIC PWR SYSTEMS INC	63,875	63,875
MARVELL TECHNOLOGY GROUP LTD	46,272	46,272
MSCI INC COM	60,586	60,586
MICROSOFT CORP	242,961	242,961
NETFLIX INC	48,964	48,964
NIKE INC B	91,127	91,127
SERVICENOW INC	157,873	157,873
NVIDIA CORPORATION	63,988	63,988
PAYPAL HLDGS INC COM	51,891	51,891
BLOCK INC CL A	27,718	27,718
ATLASSIAN CORP PLC CL A	28,110	28,110
THERMO FISHER SCIENTIFIC	89,147	89,147
UNITEDHEALTH GP INC	208,534	208,534
VISA INC CL A	241,584	241,584
VERISK ANALYTICS INC COM	75,813	75,813
VANGUARD GROWTH ETF	4,079,629	4,079,629
WEST PHARMACEUTICAL SVCS INC	53,822	53,822
ZOETIS INC CLASS-A	61,193	61,193
ADOBE INC	115,309	115,309
AUTODESK INC DELAWARE	81,681	81,681
ALCON INC	87,293	87,293
AMGEN INC	102,429	102,429
AMERIPRISE FINCL INC	102,202	102,202
ANSYS INC	101,220	101,220
ATMOS ENERGY CP	99,769	99,769
BLACKSTONE INC	93,876	93,876
COMMERCE BANCSHARES	61,711	61,711
CROWN CASTLE INTL CORP	108,942	108,942
CULLEN FROST BANKERS INC	80,700	80,700
CINCINNATI FINANCIAL OHIO	96,454	96,454
CAPITAL ONE FINANCIAL CORP	105,753	105,753
COTERRA ENERGY INC	100,272	100,272
CORTEVA INC	142,551	142,551
DANAHER CORPORATION	134,244	134,244
ECOLAB INC	80,683	80,683
ELANCO ANIMAL HEALTH INC	57,418	57,418
EQUITY LIFESTYLE PROPERTIES	49,332	49,332
GENL DYNAMICS CORP	84,776	84,776
HONEYWELL INTL INC	88,643	88,643
COCA COLA CO	104,654	104,654
LENNAR CORPORATION	117,922	117,922
LENNAR CORP CL B	3,464	3,464
MICROCHIP TECHNOLOGY INC	105,009	105,009
MEDTRONIC PLC SHS	77,408	77,408
MICHELIN COMPAGNIE GENERALE DE	86,083	86,083
MARTIN MARIETTA MATERIALS	99,647	99,647
MICROSOFT CORP	170,278	170,278
MITSUBISHI UFJ FINCL GRP ADS	46,629	46,629
OSHKOSH CORP	69,162	69,162
PROCTER & GAMBLE	101,084	101,084
PARKER HANNIFIN CORP	105,555	105,555
PNC FINL SVCS GP	94,346	94,346
PHILLIPS 66 COM	70,921	70,921
PAYPAL HLDGS INC COM	35,968	35,968
QUALCOMM INC	120,203	120,203
R P M INC	84,545	84,545
SONY GROUP CORPORATION ADR	113,251	113,251
CONSTELLATION BRANDS INC CL A	83,202	83,202
SUN COMMUNITIES INC	48,873	48,873
TYSON FOODS INC CL A	82,962	82,962
VANGUARD VALUE ETF INDEX	3,996,360	3,996,360
XCEL ENERGY INC	100,031	100,031
XYLEM INC COM	85,842	85,842
ACADIA HEALTHCARE COMPANY INC	14,473	14,473
AERCAP HOLDINGS N.V.	9,212	9,212
AMNEAL PHARMACEUTICLS INC CL A	4,468	4,468
ACCURAY INC	4,136	4,136
ATRICURE INC COM	4,821	4,821
AVANOS MEDICAL INC	5,113	5,113
AVERY DENNISON CORPORATION	10,198	10,198
BLOOM ENERGY CORP COM CL A	6,237	6,237
BREAD FINANCIAL HOLDINGS INC	3,817	3,817
BANKUNITED INC	9,035	9,035
BOX,INC. CL A	4,902	4,902
BABCOCK & WILCOX ENTERPRIS INC	5,397	5,397
CALERES INC	7,321	7,321
CROWN HLDGS INC (HOLDING CO)	13,088	13,088
CMC MATERIALS INC	5,235	5,235
COGNYTE SOFTWARE LTD	3,362	3,362
CHICOS FAS INC	5,944	5,944
CIENA CORP NEW	12,842	12,842
CHATHAM LODGING TRUST COM	4,305	4,305
CLEVELAND CLIFFS INC	10,221	10,221
CLEAN HARBORS	4,647	4,647
COMERICA INC	9,109	9,109
CONDUENT INC	9,681	9,681
CNX RESOURC CORP	4,247	4,247
CHARLES RIVER LABS INTL INC	8,345	8,345
CERENCE INC	4,491	4,491
CRITEO S.A. ADR	15,152	15,152
CARDIOVASCULAR SYSTEMS INC	4,624	4,624
CYTOSORBENTS CORP COM NEW	5,188	5,188
DIEBOLD NXDF INC	4,749	4,749
DRILL-QUIP INC	4,334	4,334
DEVON ENERGY CORP NEW	15,706	15,706
EMERGENT BIOSOLUTIONS INC	5,153	5,153
EHEALTH, INC.	4,432	4,432
EMCORE CORP COM NEW	4,795	4,795
ENERPAC TOOL GROUP CORP CL A	5,002	5,002
TECHNIPFMC LTD	4,873	4,873
HAEMONETICS CORP	5,931	5,931
HAIN CELESTIAL GROUP	4,344	4,344
HUNTINGTON BANCSHARES	9,041	9,041
HARSCO CORP	4,309	4,309
INTERNATIONAL GAME TECHNOLOGY	8,964	8,964
II VI INC	4,076	4,076
INFINERA CORP	4,545	4,545
INNOVIZ TECHNOLOGIES LTD	5,856	5,856
ITRON INC	5,240	5,240
KAR AUCTION SVCS INC	5,421	5,421
KBR INC	15,572	15,572
KYNDRYL HOLDINGS INC	4,362	4,362
STANDARD BIOTOOLS INC	4,232	4,232
LIONS GATE ENTMNT CORP CL B	10,119	10,119
LOYALTY VENTURES INC	1,717	1,717
MARKFORGED HOLDING CORPORATION	3,287	3,287
MOLINA HEALTHCARE INC	8,948	8,948
MERCURY SYSTEMS INC	5,661	5,661
MACOM TECHNOLOGY SOLU HLDS	9,358	9,358
NEW RELIC, INC.	5,706	5,706
THE ODP CORP	7,348	7,348
OIL STATES INTL INC	4,293	4,293
ORMAT TECHNOLOGIES INC	10,421	10,421
OSI SYSTEMS INC	5,724	5,724
ONESPAN INC.	5,141	5,141
ORA SURE TECH INC	3,724	3,724
PATTERSON COMPANIES INC	5,000	5,000
PING IDENTITY HLDG CORP	4,662	4,662
CHILDREN'S PLACE INC	4,281	4,281
PATTERSON -UTI ENERGY INC	5,563	5,563
RIBBON COMMUNICATIONS INC	5,451	5,451
RADWARE LTD	4,269	4,269
RESIDEO TECHNOLOGIES INC	12,720	12,720
RLJ LODGING TRUST	4,471	4,471
RAMBUS INC (DEL)	12,851	12,851
SEAWORLD ENTERTAINMENT INC	3,799	3,799
SUNSTONE HOTEL INVESTORS,INC	4,801	4,801
SPIRIT AEROSYSTEMS HLD CLA A	4,543	4,543
STERICYCLE INC	6,621	6,621
STRATASYS LTD SHS	8,902	8,902
TEXAS CAP BNCSHS INC	9,738	9,738
TELEDYNE TECH INC	3,751	3,751
TREEHOUSE FOODS INC	6,984	6,984
TEMPUR-PEDIC INT'L INC	4,210	4,210
TWIN DISC INC	3,388	3,388
UNISYS CORPORATION	6,653	6,653
VEECO INSTRUMENTS INC DEL	8,788	8,788
VIAVI SOLUTIONS INC COM	4,789	4,789
VALMONT INDUSTRIES	5,179	5,179
VAREX IMAGING CORP	5,583	5,583
VERINT SYSTEMS INC	9,232	9,232
VIASAT INC	4,074	4,074
VISTRA CORP	9,003	9,003
WIX COM LTD	5,768	5,768
XPERI CORP	9,755	9,755
ALBANY INTL A NEW	35,708	35,708
AKAMAI TECHNOLOGIES INC	20,367	20,367
ALBEMARLE CORPORATION	38,734	38,734
ANSYS INC	23,929	23,929
A O SMITH CORP	23,676	23,676
ARCHROCK INC	22,073	22,073
ARROW ELECTRONICS	25,893	25,893
BIO RAD LAB A	24,255	24,255
BLACK KNIGHT INC	26,548	26,548
BOX,INC. CL A	24,838	24,838
BORG WARNER INC	17,586	17,586
BOSTON PROPERTIES INC	16,643	16,643
CBRE GROUP INC CL A	34,229	34,229
CRACKER BARREL OLD CTRY STORE	19,370	19,370
CABOT CORP	21,880	21,880
CF INDUSTRIES HOLDINGS,INC	57,353	57,353
CENTENE CORPORATION	26,483	26,483
COHERENT INC	17,038	17,038
CIRRUS LOGIC INC	23,866	23,866
D R HORTON INC	23,564	23,564
DIODES INC	28,798	28,798
DARDEN RESTAURANTS	19,004	19,004
FIRSTCASH HLDGS INC	18,907	18,907
FORMFACTOR INC	31,875	31,875
GATX CORP	31,732	31,732
HUNTINGTON INGALLS INDUSTRIES	26,138	26,138
HOULIHAN LOKEY INC CL A	34,413	34,413
HORACE MANN EDUCATORS CP	20,764	20,764
HOLOGIC INC	33,333	33,333
HUDSON PACIFIC PROPERTIES	16,383	16,383
HEXCEL CORP NEW	26,678	26,678
KEYCORP NEW	22,399	22,399
MOOG INC CL A	22,785	22,785
MONOLITHIC PWR SYSTEMS INC	26,935	26,935
MYRIAD GENETIC INC	19,769	19,769
CORPORATE OFFICES PPTY TR INC	20,484	20,484
ON SEMICONDUCTOR CORP	52,574	52,574
ORA SURE TECH INC	5,593	5,593
PENN NATIONAL GAMING, INC.	23,089	23,089
RYDER SYSTEMS INC	36,525	36,525
REINSURANCE GROUP OF AMERICA	29,205	29,205
RAYMOND JAMES FINCL INC	28,989	28,989
REPUBLIC SERVICES INC	24,953	24,953
SBA COMMUNICATNS CORP NEW CL A	20,483	20,483
SNAP-ON INC	26,008	26,008
SONOCO PRODUCTS CO	21,618	21,618
STERICYCLE INC	16,707	16,707
SYNEOS HEALTH INC CL A	30,679	30,679
TELEDYNE TECH INC	34,885	34,885
WEBSTER FINCL CORP	23,520	23,520
WEC ENERGY GROUP INC COM	18,719	18,719
WOODWARD INC COM	23,770	23,770
WOLVERINE WORLD WIDE	25,406	25,406
VANGUARD FINANCIALS ETF	1,004,088	1,004,088
AIA GROUP LTD SPON ADR	125,544	125,544
ABB LTD	104,461	104,461
ADIDAS AG	18,517	18,517
ASAHI KAISEI CORP ADR	35,926	35,926
AIR LIQUIDE ADR	45,463	45,463
AMERICA MOVIL SA DE CV ADR L	28,296	28,296
AON PLC CL A	26,429	26,429
ASSA ABLOY AB UNSP ADR	18,012	18,012
ASML HOLDING NV NY REG NEW	135,150	135,150
ASTRAZENECA PLC ADR	159,493	159,493
BANCO BILBAO VIZ ARG SA ADS	9,374	9,374
B&M EUROPEAN VALUE RET SA ADR	15,039	15,039
ANHEUSER BUSCH INBEV SA SPON	66,197	66,197
CARLSBERG AS	80,986	80,986
COMPAGNIE FIN RICHEMONTAG ADR	35,458	35,458
DANONE SPONSORED ADR	35,102	35,102
DEUTSCHE BOERSE AG UNSPON ADR	25,366	25,366
DBS GROUP HOLDINGS LTD SP	60,171	60,171
DAIKIN INDS LTD UNSPON ADR	20,640	20,640
DNB ASA ADR	47,458	47,458
ORSTED A/S UNSP ADR	24,395	24,395
DSV AS ADR	30,567	30,567
DAIICHI SANKYO CO LTD SPON ADR	30,416	30,416
AIRBUS SE UNSPONSORED ADR	54,045	54,045
ENGIE SPONS ADR	36,000	36,000
ENEL SOCIETA PER AZIONI ADR	37,463	37,463
EPIROC AKTIEBOLAG ADR	33,335	33,335
ESSILORLUXOTTICA ADR	100,595	100,595
FUJITSU LTD ADR NEW	40,344	40,344
GENMAB A S ADR	87,171	87,171
GIVAUDAN SA ADR	64,227	64,227
HDFC BANK LTD ADR	39,626	39,626
HERMES INTL SCA UNSPON ADR	52,411	52,411
HONG KONG EXCHANGES & CLEARING	11,402	11,402
HOYA CORP SPONS ADR	12,960	12,960
IBERDROLA SA SPON ADR	56,369	56,369
INDUSTRIA DE DISENO TEXTIL IND	52,241	52,241
ING GROEP NV ADR	20,276	20,276
JARDINE MATHESON HLDGS LTD ADR	24,542	24,542
ROYAL KPN NV SPONS ADR	57,614	57,614
KEYENCE CORP	92,518	92,518
LONDON STK EXCHANGE GROUP ADR	110,027	110,027
L OREAL CO ADR	103,713	103,713
LVMH MOET HENNESSY LOUIS VUITT	35,566	35,566
MERCADOLIBRE INC	48,402	48,402
MTU AERO ENGINES AG	28,587	28,587
NITORI HLDGS CO LTD ADR	27,478	27,478
NICE LTD ADR	19,245	19,245
NIDEC CORP	28,124	28,124
NOKIA CP ADR	23,963	23,963
NESTLE SPON ADR REP REG SHR	106,031	106,031
NIPPON TELEGRAPH&TELEPHONE ADS	62,978	62,978
NOVO NORDISK A/S ADR	206,257	206,257
KERING S A ADR NEW	74,226	74,226
PERNOD RICARD SA ADR	39,070	39,070
RECKITT BENCKISER PLC SPNS ADR	61,331	61,331
RECRUIT HOLDINGS CO. LTD. ADR	27,012	27,012
RELX PLC SPONSORED ADR	72,469	72,469
RIO TINTO PLC SPON ADR	17,873	17,873
SAFRAN SA	89,336	89,336
SAP AG	58,877	58,877
STRAUMANN HLDG AG ADR	46,613	46,613
SHIONOGI & CO LTD UNSPONS ADR	51,457	51,457
SHIN ETSU CHEM CO LTD ADR	80,842	80,842
SMC CORP COMMON	64,095	64,095
SOCIEDAD QUIMICA Y MINERA ADS	26,479	26,479
STMICROELECTRONICS NV	54,663	54,663
TENCENT HLDGS LTD UNSPON ADR	50,519	50,519
ATLASSIAN CORP PLC CL A	26,049	26,049
TFI INTL INC	45,672	45,672
TOKYO ELECTRON LTD UNSPON ADR	11,819	11,819
TERUMO CORP ADR UNSPONS ADR	21,737	21,737
TAIWAN SMCNDCTR MFG CO LTD ADR	120,962	120,962
TOTALENERGIES SE SPONSORED ADS	76,092	76,092
UNICHARM CORP UNSPON ADR	27,016	27,016
VANGUARD INTL EQUITY INDEX FD	5,773,877	5,773,877
ISHARES CORE MSCI EMERGING	2,135,042	2,135,042
KRANESHARES BOSERA MSCI CHIN	629,304	629,304
VANGUARD TOTAL BOND MARKET	5,141,613	5,141,613
ISHARES GOVERNMENT/CRED BB ETF	4,094,769	4,094,769
INVESCO SENIOR LOAN ETF	1,126,363	1,126,363
APARTMENT INCOME REIT CORP	36,608	36,608
AMERICAN TOWER CORP	214,869	214,869
BOYD GAMING CORP	13,174	13,174
CROWN CASTLE INTL CORP	28,456	28,456
AMERICOLD REALTY TRUST INC	46,147	46,147
CAMDEN PROPERTY TRUST	44,282	44,282
CAESARS ENTERTAINMENT INC NEW	3,600	3,600
DIGITAL REALTY TRUST INC	74,263	74,263
DUKE REALTY CORP	90,613	90,613
EQUINIX INC	49,277	49,277
ESSEX PROPERTY TRUST INC	30,063	30,063
EXTRA SPACE STORAGE INC	29,941	29,941
FEDERAL RLTY INVT TR SH BEN	8,616	8,616
HIGHWOODS PROPERTIES	28,856	28,856
HOST HOTELS & RESORTS INC	31,165	31,165
HEALTHCARE TR AMER INC CL A	18,811	18,811
INVITATION HOMES INC	99,731	99,731
JONES LANG LASALLE INC	30,076	30,076
KIMCO REALTY CORP MD	24,930	24,930
MID AMER APART COMM INC	15,371	15,371
REALTY INCOME CORP	79,948	79,948
HEALTHPEAK PPTYS INC	58,919	58,919
PROLOGIS INC COM	84,355	84,355
PUBLIC STORAGE	123,817	123,817
SBA COMMUNICATNS CORP NEW CL A	31,365	31,365
SITE CENTERS CORP	9,030	9,030
SIMON PPTY GROUP INC	72,044	72,044
SPIRIT REALTY CAPITAL INC	18,748	18,748
SUN COMMUNITIES INC	43,906	43,906
UDR INC COM	60,266	60,266
WELLTOWER INC	90,503	90,503
WEYERHAEUSER CO	12,519	12,519
MATTHEWS JAPAN INSTL	515,834	515,834
GQG PARTNERS EMRG MKTS EQ INS	1,629,500	1,629,500
DOUBLELINE TOTAL RETURN I	2,290,309	2,290,309
WA SMASH SRS CR PLS COMPLETION	1,550,359	1,550,359
WESTERN ASSET SMASH SERIES C	544,170	544,170
WESTERN ASSET SMASH SERIES M	725,251	725,251

- TIN:

TY 2021 InvestmentsGovtObligationsSch

Name:

THE LEGACY FOUNDATION OF SOUTHEAST

ARIZONA

EIN:

86-0186064

US Government Securities - End of Year Book Value:

1,950,333

US Government Securities - End of Year Fair Market Value:

1,950,333

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

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

- TIN:

TY 2021 LandEtcSchedule2

Name:

THE LEGACY FOUNDATION OF SOUTHEAST

ARIZONA

EIN:

86-0186064

Category / Item	Cost / Other Basis	Accumulated Depreciation	Book Value	End of Year Fair Market Value
ROOF-LENIO BLDG - 202 EL CAMINO REAL	375	375	0
WATER LINE	1,705	1,704	1
DIAGNOSTIC CNTR - REMODEL	129,779	129,779	0
AMB DIAGNOS CENTER	90	90	0
CABINETS UTILITY-XRAY	1,076	1,076	0
DIAGNOSTIC CNTR II	1,492	1,492	0
REMODEL-DIAG CNTR X-RAY	17,049	17,049	0
LENIO REMODEL	13,798	13,798	0
LENIO CENTER ELECTRICAL	5,490	5,489	1
OLSON BLDG - REMODEL - ARCHITECT	30,656	16,483	14,173	14,173
OLSON BLDG - REMODEL - CONSTRUCTION	59,056	31,753	27,303	27,303
OLSON BLDG - REMODEL - PROPERTY PURCHASE - BLDG	234,135	125,889	108,246	108,247
OLSON BLDG - REMODEL - CONSTRUCTION, TL ROOF	418,204	224,857	193,347	193,346
LENIO BLDG - REMODEL - ARCHITECT	28,818	22,161	6,657	6,657
LENIO BLDG - REMODEL - CONSTRUCTION	27,503	21,150	6,353	6,353
LENIO BLDG - REMODEL - CONSTRUCTION - TL ROOF	191,984	147,638	44,346	44,346
BROOKS BLDG - BUILDING PURCHASE 302 EL CAMINO REAL SUITE 1	677,387	284,172	393,215	393,215
BROOKS BLDG - SURVEY WORK, SOIL TESTING, PERMIT FEES	14,742	6,185	8,557	8,558
BROOKS BLDG - CONSTRUCTION	120,151	50,405	69,746	69,746
BROOKS BLDG CONSTRUCTION - CONTRACTOR W.E. ONEIL	591,132	247,987	343,145	343,145
BROOKS BLDG - ARCHITECT	85,128	35,713	49,415	49,416
MONUMENT SIGN FOR 302 AREA - LENIO, OLSON, ADMIN AND OTHER O	13,610	13,610	0
SIGN-WALL S/E CORNOR	1,586	1,586	0
STEEL HANDRAIL	950	950	0
MONUMENT SIGN - DBL SIDE LED, STEEL POSTS, INSTALL, PERMIT	5,480	5,427	53	53
BROOKS BLDG - SECURITY CAMERAS	25,260	16,751	8,509	8,509
BROOKS BLDG - NETWORK, PHONE, FIBER OPTICS EQUIPMENT	80,422	76,401	4,021	4,021
BROOKS BLDG - FURNITURE & APPLIANCES	154,963	147,215	7,748	7,748
PHONE SYSTEM-ALLWORX 6X VOIP	5,960	5,960	0
BLACKBAUD FINANCIAL EDGE & RAISER'S EDGE SOFTWARE SYSTEM	43,168	43,168	0
BLACKBAUD DATABASE MERGE SVCS	4,750	4,750	0
SAGE FIXED ASSETS SOFTWARE	6,903	6,903	0
FOUNDANT GRANTS MANAGER-2 YEAR LICENSED SUBSCRIPTION	9,000	9,000	0
SERVER	4,743	4,511	232	233
NOVASIC REZONING	22,295	22,295	0
NOVASIC PARKING LOT	52,782	52,782	0
PARKING LOT-RESURFACING (AFCA)	7,871	7,871	0
PARKING LOT 302 AREA - LENIO, OLSON, BROOKS, SURETTE AREAS	133,265	133,265	0
LAND - 240 EL CAMINO REAL - LENIO	66,000	0	66,000	66,000
LAND - 2832 E. WILCOX (HOUSE)	9,803	0	9,803	9,803
LAND - EAST CAMPUS	596,984	0	596,984	596,984
TITLE REPORT & ENVIRONMENTAL IMPACT STUDY-HWY 90 SITE	2,100	0	2,100	2,100
NOVASIC LAND/PARKING LOT	530,000	0	530,000	530,000
LAND-OLSON BLDG - REMODEL	354,781	0	354,781	354,781
BLACKBAUD FIXED ASSETS MODULE & TRAINING	5,098	5,098	0
OLSEN CONSTRUCTION PLANS	67,637	20,573	47,064	47,064
OLSEN TELEPHONE SYSTEM	10,635	10,635	0
OLSEN AV EQUIPMENT	26,165	26,165	0
OLSEN APPLIANCES	11,351	9,865	1,486	1,486
OLSEN FURNITURE	53,270	46,294	6,976	6,976
OLSEN REMODEL	421,924	128,334	293,590	293,589
OLSEN REMODEL-ELECTRIC	963	293	670	670
BROOKS CONFERENCE IT	6,151	5,337	814	815
BROOKS CONFERENCE IT	7,798	883	6,915	6,915
PRINTER	9,134	8,525	609	609
BROOKS ELECTRONIC SIGNAGE	21,002	4,742	16,260	16,261
SOCIAL MEDIA APPLICATION	32,492	26,174	6,318	6,318
LAND, BUILDING 5 SITE ACQUIRED FROM AFCA	65,000	0	65,000	65,000
PLAZA LANDSCAPING	28,824	6,606	22,218	22,219
PARKING LOT: BROOKS/OLSON	12,900	2,957	9,943	9,944
ROGERS, BUILDING	355,235	14,209	341,026	341,025
GRAY BUILDING	49,839	0	49,839	49,839
LAND, ROGERS	205,271	4,790	200,481	200,481
GRAY BUILDING LAND	50,024	0	50,024	50,024
OLSEN REMODEL, BATHROOM	16,604	184	16,420	16,419
BUILDING - MOB	819,440	639,163	180,277	180,277
CONSTRUCTION IN PROGRESS	30,257	0	30,257	30,257
MISCELLANEOUS	3,251	0	3,251	3,248

- TIN:

TY 2021 LegalFeesSchedule

Name:

THE LEGACY FOUNDATION OF SOUTHEAST

ARIZONA

EIN:

86-0186064

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEGAL FEES	120,875	0		130,335

- TIN:

TY 2021 OtherDecreasesSchedule

Name:

THE LEGACY FOUNDATION OF SOUTHEAST

ARIZONA

EIN:

86-0186064

Description	Amount
UNREALIZED LOSS ON INVESTMENTS	12,707,037

- TIN:

TY 2021 OtherExpensesSchedule

Name:

THE LEGACY FOUNDATION OF SOUTHEAST

ARIZONA

EIN:

86-0186064

Description	Revenue and Expenses per Books	Disbursements for Charitable Purposes
OFFICE EXPENSE	48,430	39,175
DUES AND SUBSCRIPTIONS	20,467	20,260
REPAIRS AND MAINTENANCE	59,310	57,487
ADVERTISING, MARKETING AND PUBLIC RELATIONS	23,968	23,968
INSURANCE	63,205	63,818
PURCHASED SERVICES	16,741	16,741
EXPENSES OF INACTIVE CONTROLLED ENTITY	2,043	2,043

- TIN:

TY 2021 OtherIncomeSchedule2

Name:

THE LEGACY FOUNDATION OF SOUTHEAST

ARIZONA

EIN:

86-0186064

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
OTHER REVENUE	18,136		18,136

- TIN:

TY 2021 OtherProfessionalFeesSchedule

Name:

THE LEGACY FOUNDATION OF SOUTHEAST

ARIZONA

EIN:

86-0186064

Category	Amount	Net Investment Income	Disbursements for Charitable Purposes
INVESTMENT FEES	271,278	271,278	0
CONSULTING FEES	10,755	0	10,302
PAYROLL AND 403(B) FEES	5,048	0	5,048

- TIN:

TY 2021 TaxesSchedule

Name:

THE LEGACY FOUNDATION OF SOUTHEAST

ARIZONA

EIN:

86-0186064

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
EXCISE TAXES	33,420	0		0