Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
THE STEVE MIHAYLO AND LOIS MIHAYLO
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)1615 S 52ND STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TEMPE, AZ85281
A Employer identification number

88-0457469
B Telephone number (see instructions)

(833) 939-4847
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$7,914,765J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 47 47  
4 Dividends and interest from securities... 238,274 238,274  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -558,156
b Gross sales price for all assets on line 6a 8,564,839
7 Capital gain net income (from Part IV, line 2)... 0
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)....... Click to see attachment
List of Attached Documents:
// Content
-8,585 0  
12 Total. Add lines 1 through 11........ -328,420 238,321  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 159,000 79,500   79,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
33,220 16,610   16,610
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
14,031 14,031   0
17 Interest............... 347 347   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
30,521 6,310   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
34 17   17
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 237,153 116,815   96,127
25 Contributions, gifts, grants paid....... 430,100 430,100
26 Total expenses and disbursements. Add lines 24 and 25 667,253 116,815   526,227
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -995,673
b Net investment income (if negative, enter -0-) 121,506
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 749,767 35,600 35,600
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 13,121 26,455 26,455
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 8,922,916 Click to see attachment
List of Attached Documents:
// Content
8,720,540 		7,852,710
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
6,117 		Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,691,921 8,782,595 7,914,765
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
86,347
23 Total liabilities (add lines 17 through 22)......... 0 86,347
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 9,691,921 8,696,248
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 9,691,921 8,696,248
30 Total liabilities and net assets/fund balances (see instructions). 9,691,921 8,782,595
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
9,691,921
2
Enter amount from Part I, line 27a .....................
2
-995,673
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
8,696,248
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,696,248
Form 990-PF (2022)
Form 990-PF (2022)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a FIDELITY - PUBLICLY TRADED SECURITIES P    
b FIDELITY - PUBLICLY TRADED SECURITIES P    
c MIDFIRST - PUBLICLY TRADED SECURITIES P    
d MIDFIRST - PUBLICLY TRADED SECURITIES P    
e ENERGY TRANSFER LP - PUBLICLY TRADED PARTNERSHIP P 2021-02-17 2022-11-09
SUNOCO LP - PUBLICLY TRADED PARTNERSHIP P 2021-02-25  
CAPITAL GAINS DIVIDENDS P    
(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 4,741,218   5,287,766 -546,548
b 857,027   833,555 23,472
c 428,041   480,567 -52,526
d 2,421,778   2,450,802 -29,024
e 55,098   28,016 27,082
60,549   42,289 18,260
1,128     1,128
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       -546,548
b       23,472
c       -52,526
d       -29,024
e       27,082
      18,260
      1,128
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 -558,156
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  
Form 990-PF (2022)
Form 990-PF (2022)
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 right arrow 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) 1 1,689
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 1,689
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 1,689
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 24,605
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 24,605
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 22,916
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow22,916 Refundedright arrow 11 0
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNV
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 5
Part VI-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 addressright arrowMIHAYLOFOUNDATION.ORG
14
The books are in care ofright arrowCAROL MOSES Telephone no.right arrow (833) 939-4847

Located atright arrow4605 W JUPITER WAYCHANDLERAZ ZIP+4right arrow85226
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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
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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(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)
 
No
(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)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2022? .............
1d
 
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(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)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(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)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
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 (e) Expense account,
other allowances
SARAH N MIHAYLO CO-TRUSTEE
2.00 		28,000 0 0
5302 E OSBORN RD
PHOENIX,AZ85018
STEVEN G MIHAYLO CO-TRUSTEE
0.25 		24,000 0 0
1615 S 52ND STREET
TEMPE,AZ85281
MICHAEL ROSSI CO-TRUSTEE
0.25 		20,000 0 0
1409 VIA CORTEZ
PLACENTA,CA92870
DOUG GAYLOR CO-TRUSTEE
0.25 		28,000 0 0
5710 N 25TH PLACE
PHOENIX,AZ85016
JEFFREY KORN CO-TRUSTEE
0.25 		24,000 0 0
1615 S 52ND STREET
TEMPE,AZ85281
TAM NGUYEN CO-TRUSTEE
0.25 		20,000 0 0
8558 VOLGA RIVER CIRCLE
FOUNTAIN VALLEY,CA92708
MATTHEW MIHAYLO CO-TRUSTEE
0.25 		15,000 0 0
PO BOX 10097
BOISE,ID83707
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...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
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  
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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
8,847,209
b
Average of monthly cash balances.......................
1b
380,063
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
9,227,272
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
9,227,272
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
138,409
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,088,863
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
454,443
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.)
1
Minimum investment return from Part IX, line 6..................
1
454,443
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,689
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,689
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
452,754
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
452,754
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
452,754
Part XI
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
526,227
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
526,227
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 452,754
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 425,768
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 526,227
a Applied to 2021, but not more than line 2a 425,768
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 2022 distributable amount..... 100,459
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		352,295
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 2017 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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 right arrow
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 (2022)
Form 990-PF (2022)
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)
aPaid during the year

A STEPPING STONE FOUNDATION

PO BOX 87149
PHOENIX,AZ85080 		N/A PC EDUCATION FOR CHILDREN AND FAMILIES WITH LIMITED OPPORTUNITIES 3,500

ALL SAINTS' EPISCOPAL DAY SCHOOL

6300 N CENTRAL
PHOENIX,AZ85012 		N/A PC COMBINE ACADEMIC EXCELLENCE WITH SPIRITUAL AND MORAL FORMATION TO EDUCATE CHILDREN 3,000

ARIZONA CHRISTIAN UNIVERSITY

2625 E CACTUS ROAD
PHOENIX,AZ85032 		N/A PC PROVIDE BIBLICALLY-INTEGRATED LIBERAL ARTS EDUCATION 12,500

BROPHY COLLEGE PREPARATORY

4701 N CENTRAL AVE
PHOENIX,AZ85012 		N/A PC JESUIT, CATHOLIC COLLEGE PREPARATORY EDUCATIONAL SUPPORT 10,000

CANCER SUPPORT COMMUNITY ARIZONA

360 EAST PALM LANE
PHOENIX,AZ85004 		N/A PC ENSURE THAT ALL PEOPLE IMPACTED BY CANCER ARE EMPOWERED BY KNOWLEDGE, STRENGTHENED BY ACTION, AND SUSTAINED BY COMMUNITY. 3,000

CATHOLIC CHARITIES COMMUNITY SERVICES

4747 N 7TH AVENUE
PHOENIX,AZ85013 		N/A PC HELPING THE COMMUNITY'S MOST VULNERABLE WITH SOLUTIONS THAT PERMANENTLY IMPROVE LIVES. 7,500

CHASE RAUCHLE PTSD NOW

948 INCLINE WAY
INCLINE VILLAGE,NV89451 		N/A PC ADVOCATING FOR EFFECTIVE SOLUTIONS TO SUPPORT MILITARY PERSONNEL EXPERIENCING STRESS AND DEPRESSION DURING DEPLOYMENT AND IN THE AFTERMATH WHEN ASSIMILATING BACK INTO DAILY LIFE. 6,000

CIRCLE THE CITY

300 W CLARENDON STE 200
PHOENIX,AZ85013 		N/A PC TO BRING COMPASSIONATE MEDICAL CARE AND MEANINGFUL HUMAN SERVICES TO VULNERABLE MEN, WOMEN AND CHILDREN FACING HOMELESSNESS IN MARICOPA COUNTY. 2,500

DUET PARTNERS IN HEALTH & AGING INC

10000 N 31ST AVENUE NO D200
PHOENIX,AZ85051 		N/A PC PROMOTE HEALTH AND WELL-BEING THROUGH SERVICES PROVIDED TO HOMEBOUND ADULTS, FAMILY CAREGIVERS, FAITH COMMUNITIES, AND GRANDFAMILIES. 1,500

GOLDWATER INSTITUTE

500 E CORONADO RD
PHOENIX,AZ85004 		N/A PC FREE MARKET PUBLIC POLICY RESEARCH AND LITIGATION ORGANIZATION THAT IS DEDICATED TO EMPOWERING ALL AMERICANS. 15,000

HEAL INTERNATIONAL

1615 S 52ND STREET
TEMPE,AZ85281 		N/A PC PROVIDE HEALTH EDUCATION, MICRO GRANTS FOR WOMEN, HEALTH RELATED SUPPORT TO RESOURCE-LIMITED COMMUNITIES. 4,000

HONORHEALTH FOUNDATION

8125 N HAYDEN ROAD
SCOTTSDALE,AZ85258 		N/A PC DELIVERING EXCEPTIONAL CLINICAL CARE, ADDRESSING SOCIAL DETERMINANTS OF HEALTH, AND GROUND BREAKING RESEARCH. 15,000

IMMERSE ARKANSAS

5300 ASHER AVE
LITTLE ROCK,AR72204 		N/A PC SUPPORTING YOUTH IN CRISIS. 1,500

JUNIOR ACHIEVEMENT OF ARIZONA INC

636 W SOUTHERN AVE
TEMPE,AZ85282 		N/A SO I TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. 25,000

LEAGUE TO SAVE LAKE TAHOE

2608 LAKE TAHOE BLVD
SOUTH LAKE TAHOE,CA96150 		N/A PC PROTECT AND RESTORE THE ENVIRONMENTAL HEALTH, SUSTAINABILITY AND SCENIC BEAUTY OF THE LAKE TAHOE BASIN, FOCUSING ON WATER QUALITY AND CLARITY FOR THE PRESERVCATION OF A PRISTINE LAKE FOR FUTURE GENERATIONS. 1,500

MCKINLEY HIGH SCHOOL FOUNDATION

1039 S KING STREET
HONOLULU,HI96814 		N/A PC EDUCATIONAL SUPPORT FOR SCHOLARSHIP FUND. 10,000

MOTHER'S GRACE

11440 N ST ANDREWS WAY
SCOTTSDALE,AZ85254 		N/A PC SUPPORTING MOTHERS AND CHILDREN WHO AN ENDURED LIFE TRAGEDIES. 1,000

NEW DIRECTIONS FOR WOMEN FOUNDATION

2607 WILLO LANE
COSTA MESA,CA92627 		N/A PC TO SUPPORT NEW DIRECTIONS FOR WOMEN, INC, A RESIDENTIAL TREATMENT FACILITY, SUPPORTING WOMEN AND CHILDREN WHO DESERVE A CHANGE. 3,000

PEO FOUNDATION

3700 GRAND AVENUE
DES MOINES,IA50312 		N/A PC FUNDING FOR BM ARIZONA STAR SCHOLARSHIP 600

PARADISE VALLEY CHRISTIAN PREPARATORY

11875 NORTH 24TH ST
PHOENIX,AZ85028 		N/A PC PROVIDE A BIBLICAL COMMUNITY OF SPIRITUAL NUTURING AND ACADEMIC EXCELLENCE. 2,500

PHOENIX CHRISTIAN PREPARATORY SCHOOL

1751 W INDIAN SCHOOL ROAD
PHOENIX,AZ85015 		N/A PC EDUCATING THE MINDS, FORMING THE HEARTS, AND EQUIPPING THE HEANDS OF STUDENTS IN A CHRIST-CENTERED ATMOSPHERE. 1,500

PRAGER UNIVERSITY FUND

15021 VENTURA BLVD STE 552
SHERMAN OAKS,CA91403 		N/A PC PROMOTING AMERICAN VALUES THROUGH CREATIVE USE OF EDUCATIONAL VIDEOS THAT REACH MILLIONS OF PEOPLE. 10,000

SCOTTSDALE MUSEUM OF THE WEST

3830 N MARSHALL WAY
SCOTTSDALE,AZ85251 		N/A PC BOLDLY IMMERSES ITS GUESTS IN THE UNIQUE HISTORY OF THE WESTERN REGION, ILLUMINATING THE PAST TO SHAPE THE FUTURE. 3,000

SGM BIG BEAR HIGH SCHOOL EDUCATION FOUNDATION

PO BOX 1529
BIG BEAR LAKE,CA92315 		N/A PC PROVIDE POST SECONDARY SCHOLARSHIPS 10,000

SUNY NEW PALTZ FOUNDATION INC

1 HAWK DRIVE
NEW PALTZ,NY12561 		N/A PC EDUCATIONAL SUPPORT FOR SCHOLARSHIP FUND. 7,500

TEMPE COMMUNITY ACTION AGENCY

2146 E APACHE BLVD
TEMPE,AZ85281 		N/A PC EDUCATION, STABILITY, AND ADVOCACY TO WORKING POOR FAMILIES, CHILDREN, SENIORS, AND THE HOMELESS. 27,500

THE CENTERS FOR HABILITATION

215 W LODGE DR
TEMPE,AZ85283 		N/A PC FINDING CREATIVE AND INNOVATIVE WAYS TO PROVIDE HOPE AND PURPOSE FOR INDIVIDUALS WITH DISABILITIES. 3,000

THE SKATEPARK PROJECT

1611-A MELROSE DRIVE 360
VISTA,CA92081 		N/A PC SUPPORT COMMUNITY RECREATION PROJECTS AND PROGRAMS IN UNDERSERVED COMMUNITIES. 10,000

TURNING POINT USA

217 1/2 ILLINOIS STREET
LEMONT,IL60439 		N/A PC IDENTIFY, EDUCATION, TRAIN, AND ORGANIZE STUDENTS TO PROMOTE THE PRINCIPLES OF FISCAL RESPONSIBILITY, FREE MARKETS, AND LIMITED GOVERNMENT. 10,000

THE AFRICAN AMERICAN ART AND CULTURE COMPLEX

762 FULTON ST
SAN FRANCISCO,CA94102 		N/A PC TO NUTURE AND FACILITATE THE EMPOWERMENT OF ITS COMMUNITY THROUGH AFRO-CENTRIC ARTISTIC AND CULTURAL EXPRESSION, MEDIUMS, EDUCATION, AND PROGRAMMING. 1,500

ALMOST HOME INC

22 SOUTH 4TH AVENUE STE 102
BRIGHTON,CO80601 		N/A PC TO PROVIDE EMERGENCY HOUSING, SHELTER, ASSISTANCE, AND ESTABLISHMENT OF PERMANENT HOUSING FOR LOW-INCOME FAMILIES. 4,000

ASCEND JUSTICE

555 W HARRISON STREET STE 1900
CHICAGO,IL60607 		N/A PC EMPOWER INDIVIDUALS AND FAMILIES IMPACTED BY GENDER-BASED VIOLENCE OR THE CHILD WELFARE SYSTEM TO ACHIEVE SAFETY AND STABILITY THROUGH HOLISTIC LEGAL ADVOCACY AND SYSTEM REFORM. 2,500

ASIAN AMERICAN DRUG ABUSE PROGRAM INC

2900 S CRENSHAW BLVD
LOS ANGELES,CA90016 		N/A PC PROVIDING SOCIAL SERVICES TO THE COMMUNITY WITH AN EMPHASIS IN EDUCATION, INTERVENTION, TREATMENT, OUTREACH, ADVOCACY, AND EMPLOYMENT PROGRAMS. 5,000

BARROW NEUROLOGICAL FOUNDATION

2910 N THIRD AVENUE STE 450
PHOENIX,AZ85013 		N/A PC PROVIDING THE RESOURCES FOR BARROW NEUROLOGICAL INSTITUTE TO ACHIEVE ITS MISSION OF SAVING HUMAN LIVES THROUGH INNOVATIVE TREATMENT, GROUNDBREAKING, CURATIVE RESEARCH AND EDUCATING THE NEXT GENERATION OF THE WORLD'S LEADING NEURO CLINICIANS. 8,500

BIBLICAL MINISTRIES WORLDWIDE

1595 HERRINGTON ROAD
LAWRENCEVILLE,GA30043 		N/A PC SERVING LOCAL CHURCHES AND THEIR MISSIONARIES AS THEY PLANT HEALTHY CHURCHES EVERYWHERE THROUGH EVANGELISM, DISCIPLESHIP, AND LEADERSHIP DEVELOPMENT. 1,000

BOY SCOUTS OF AMERICA PRAIRIELANDS COUNCIL #117

3301 FARBER DRIVE
CHAMPAIGN,IL61826 		N/A PC ENABLING YOUNG PEOPLE TO BECOME RESPONSIBLE INDIVIDUALS BY TEACHING POSITIVE CHARACTER TRAITS, CAREER DEVELOPMENT, LEADERSHIP, AND LIFE SKILLS SO THEY CAN MAKE ETHICAL CHOICES AND ACHIEVE THEIR FULL POTENTIAL. 2,500

C-U AT HOME

70 E WASHINGTON ST
CHAMPAIGN,IL61820 		N/A PC PROVIDE HOUSING AND SUPPORT FOR THE HOMELESS. 3,000

PATSY REEVE FOUNDATION INC (CAMP PATRICK)

337 W EL CAMINITO DR
PHOENIX,AZ85021 		N/A PC HOSTING CAMP PATRICK, WHERE KIDS CAN STRENGTHEN THEIR INDEPENDENCE, TRY NEW THINGS, AND MAKE LIFE LONG FRIENDS. 3,500

CAMPBELL UNITED METHODIST CHURCH

1747 E REPUBLIC RD
SPRINGFIELD,MO65804 		N/A PC HELPING PEOPLE BECOME DISCIPLES OF JESUS CHRIST WHO ARE CHANGING THE WORLD FOR GOD'S SAKE. 2,500

CANCER SUPPORT COMMUNITY - GREATER CINCINNATI NORTHERN KENTUCKY

4918 COOPER RD
CINCINNATI,OH45242 		N/A PC PROVIDING PSYCHOLOGICAL SUPPORT TO CANCER PATIENTS, THEIR FAMILIES, AND THEIR CAREGIVERS. 1,500

CARRFOUR SUPPORTIVE HOUSING INC

1398 SW FIRST STREET 12TH FLOOR
MIAMI,FL33135 		N/A GROUP DEVELOPING, OPERATING, AND MANAGING INNOVATIVE HOUSING COMMUNITIES FOR INDIVIDUAL AND FAMILIES IN NEED IN FLORIDA. 3,000

COURT APPOINTED SPECIAL ADVOCATES OF SOUTHWEST MISSOURI

PO BOX 4853
SPRINGFIELD,MO65808 		N/A PC SUPPORTING VOLUNTEERS WHO PROVIDE A CONSISTENT VOICE IN THE COURTROOM FOR THE ABUSED AND NEGLECTED CHILDREN OF GREENE COUNTY AND TO ASSIST THE JUVENILLE COURTS IN PROTECTING CHILDREN'S BEST INTEREST. 3,000

CHILDREN'S HOSPITAL COLORADO FOUNDATION

PO BOX 5585
DENVER,CO80217 		N/A PC ADVANCING THE MISSION OF CHILDREN'S HOSPITAL COLORADO TO TREAT CHILDREN REGARDLESS OF A FAMILY'S ABILITY TO PAY BY RAISING PHILANTRHOPIC FUNDS. 1,000

CHILDREN'S HOUSE INTERNATIONAL

PO BOX 447
LYNDEN,WA98264 		N/A PC PROVIDING ETHICAL ADOPTONS SERVICES, CHILD FOCUSED RECRUITMENT, AND FAMILY SUPPORT, WHILE SUPPORTING DISADVANTAGED CHILDREN WITH HUMANITARIAN AID IN COUNTRIES WORLDWIDE. 1,000

CITY CENTER FOR COLLABORATIVE LEARNING

47 E PENNINGTON ST
TUCSON,AZ85701 		N/A PC PROVIDING PROFESSIONAL DEVELOPMENT AND COMMUNITY ENGAGEMENT EXPERIENCES FOR EDUCATORS AND EDUCATION ADVOCATES TO HELP DESIGN, IMPLEMENT, AND ADVANCE EXEMPLARY PRACTICES IN TEACHING AND LEARNING. 5,000

COLORADO PHYSICIAN HEALTH PROGRAM CORPORATION

899 LOGAN STREET STE 410
DENVER,CO80203 		N/A PC PROMOTE THE HEALTH AND WELL-BEING OF PHYSICIANS AND PHYSICIAN ASSISTANTS THROUGH EVALUATION, TREATMENT REFERRAL, SUPPORT, EDUCATION, AND RESEARCH. 3,000

COMMUNITY PARTNERSHIP FOR CHILD DEVELOPMENT

2330 ROBINSON STREET
COLORADO SPRINGS,CO80904 		N/A PC PROVIDING HIGH QUALITY, COMPREHENSIVE EARLY CHILDHOOD EDUCATION AND FAMILY DEVELOPMENT PROGRAMS FOR YOUNG CHILDREN AND THEIR FAMILIES. 5,000

COWTOWN SKATE

215 W UNIVERSITY DR
TEMPE,AZ85281 		N/A PC SUPPORT FOR SKATEBOARD ANGEL TO OFFER CHILDREN IN UNDERSERVED COMMUNITIES THE OPPORTUNITY TO LEARN TO SKATE. 3,000

DESERT FOOTHILLS LAND TRUST

PO BOX 4861
CAVE CREEK,AZ85327 		N/A PC PROTECT AND PRESERVE THE UNIQUE AND SENSITIVE LAND AREAS AND SPECIES OF THE SONORAN DESERT FOOTHILLS. 1,000

DOCO INC SHELTERED WORKSHOP

1306 PRINCE STREET
AVA,MO65608 		N/A NC PROVIDING MEANINGFUL EMPLOYMENT FOR THE HANDICAPPED WORKERS IN THE AVA AND DOUGLAS COUNTY IN A SAFE, SUPPORTIVE, AND PRODUCTIVE ENVIRONMENT ALLOWING THEM TO REACH THEIR FULL POTENTIAL. 1,500

DONORSCHOOSE ORG

PO BOX 7247 MAIL CODE 6656
PHILADELPHIA,PA19170 		N/A PC CLASSROOM RESOURCES FOR MRS. WHITE'S CLASS 500

EASTERN PANHANDLE MENTAL HEALTH CENTER INC DBA EASTRIDGE HEALTH SYSTEMS

235 SOUTH WATER STREET
MARTINSBURG,WV25401 		N/A PC PROVIDING ACCESSIBLE, QUALITY SERVICES TO INDIVIDUALS WITH MENTAL HEALTH ISSUES, SUBSTANCE ABUSE ISSUES AND DEVELOPMENTAL DISABILITIES. 5,000

EVERGREEN COUNTRY DAY SCHOOL INC

1036 EL RANCH RD
EVERGREEN,CO80439 		N/A PC FUNDING FLEXIBLE TUITION, INNOVATIVE TEACHING AND LEARNING, UP-TO-DATE TECHNOLOGIES, AND STATE-OF-THE-ART FACILITIES TO INSPIRE AND PREPARE STUDENTS TO THRIVE AND CREATE A BETTER WORLD. 3,000

EVERGREEN FREEDOM FOUNDATION DBA FREEDOM FOUNDATION

PO BOX 552
OLYMPIA,WA98507 		N/A PC ADVANCING INDIVIDUAL LIBERTY, FREE ENTERPRISE, AND LIMITED ACCOUNTABLE GOVERNMENT. 5,000

GATEWAY FOR CANCER RESEARCH INC

20 N MARTINGALE STE 180
SCHAUMBURG,IL30173 		N/A PC FIND AND FUND CLINICAL CANCER RESEARCH 2,500

GILDA'S CLUB QUAD CITIES

1234 E RIVER DR
DAVENPORT,IA52803 		N/A PC ENSURING ALL PEOPLE IMPACTED BY CANCER ARE EMPOWERED BY KNOWLEDGE, STRENGTHENED BY ACTION, AND SUSTAINED BY COMMUNITY. 1,500

GOMPERS

6601 N 27TH AVENUE
PHOENIX,AZ85017 		N/A PC DEVELOPING INNOVATIVE OPPORTUNITIES FOR PEOPLE WITH DISABILITIES. 3,500

HIGH MOWING SCHOOL INC

222 ISAAC FRYE HIGHWAY
WILTON,NH03086 		N/A PC EDUCATING STUDENTS TO SEEK TRUTH AND FULFILL THEIR HIGHEST POTENTIAL, TO IMPART MEANINGFUL PURPOSE TO THEIR LIVES, AND TO CONTRIBUTE COURAGEOUSLY TO THE POSITIVE DEVELOPMENT OF THE WORLD. 5,000

HOLY CROSS SCHOOL

410 WEST WHITE STREET
CHAMPAIGN,IL61820 		N/A PC GROW AND ADVANCE THE EDUCATIONAL EXPERIENCE FOR STUDENTS IN A FAITH-CENTERED COMMUNITY. 10,000

HOMELESS YOUTH CONNECTION INC

224 E HATCHER RD
PHOENIX,AZ85020 		N/A PC TO HELP ELIMINATE BARRIERS TO GRADUATION FOR HOMELESS YOUTH AND CREATE LASTING SOLUTIONS FOR A SUCCESSFUL FUTURE THROUGH COMMUNITY SUPPORT AND AWARENESS. 3,000

HUSHABYE NURSERY

2437 S HIGHLEY RD STE 104 PMB 240
GILBERT,AZ85295 		N/A PC PROVIDING THERAPEUTIC AND INVITING ENVIRONMENT OF SHORT-TERM MEDICAL CARE TO INFANTS SUFFERING FROM NEONATAL ABSTINENCE SYNDROME AND THEIR FAMILIES, INCLUDING SUPPORT, EDUCATION, AND COUNSELING TO FAMILIES. 2,500

ILLUMINATION FOUNDATION

1091 N BATAVIA ST
ORANGE,CA92867 		N/A PC PROVIDING HOUSING AND HEALTHCARE SERVICES TO BREAK OR PREVENT THE CYCLE OF HOMELESSNESS. 3,000

JUNIOR LEAGUE OF PHOENIX INC

2505 N CENTRAL AVENUE
PHOENIX,AZ85004 		N/A PC CREATING A NETWORK OF WOMEN EMPOWERED AS LEADERS TO CREATE SUSTAINABLE COMMUNITY CHANGE. 2,000

KANSAS CITY HOSPICE FOUNDATION

9001 STATE LINE ROAD
KANSAS CITY,MO64114 		N/A PC HELPING THE PEOPLE OF THE KANSAS CITY AREA COPE WITH SERIOUS ILLNESS. 2,500

LAS VEGAS NEW MEXICO COMMUNITY FOUNDATION

140 BRIDGE ST
LAS VEGAS,NM87701 		N/A PC HELP ATTRACT AND DEVELOP RESOURCES TO BROADLY SERVE THE GREATER LAS VEGAS COMMUNITY AND ITS RESIDENTS THROUGH GIVING, PROGRAMS, AND POLICIES. 1,500

LEGACY CARES INC

6321 S ELLSWORTH RD STE 146
MESA,AZ85212 		N/A PC PROVIDING ATHLETES AND NON-ATHLETES ALIKE OF ALL AGES, ECONOMIC BACKGROUNDS AND LEVELS OF ATHLETIC PROFICIENCY, THE OPPORTUNITY TO PARTICIPATE IN SPORTS WHILE FOSTERING THE ENJOYMENT AND CAMARADERIE OF TEAMWORK AND PERSEVERANCE, KEY COMPONENTS IN ATHLETIC COMPETITION AND LIFETIME SUCCESS. 2,500

LEMON BAY SUNRISE ROTARY FOUNDATION INC

PO BOX 897
ENGLEWOOD,FL34295 		N/A PC BUILDING INTERNATIONAL RELATIONSHIP, IMPROVING LIVES, AND CREATING A BETTER WORLD TO SUPPORT PEACE EFFORTS AND END POLIO. 2,500

LIFE360 COMMUNITY SERVICES

2220 W CHESTERFIELD BLVD
SPRINGFIELD,MO65807 		N/A PC IMPROVING THE COMMUNITY'S HEALTH BY ENHANCING THE WELL-BEING OF AT-RISK FAMILIES, CHILDREN, SENIONS, AND SPECIAL NEEDDS INDIVIDUALS THROUGH MENTORING AND FOOD PROGRAMS IN COLLABORATION WITH PUBLIC AND PRIVATE COMMUNITY ORGANIZATIONS. 6,000

MAGGIE'S PLACE INC

PO BOX 1102
PHOENIX,AZ85001 		N/A PC PROVIDING PREGNANT AND PARENTING WOMEN AND THEIR CHILDREN WITH LIFE-CHANGING PROGRAMS AND SERVICES TO HELP THEM BECOME SELF-SUFFICIENT. 5,000

NEBRASKA CHILDREN'S HOME SOCIETY INC

4939 SOUTH 118TH STREET
OMAHA,NE68137 		N/A PC PROVIDE SAFE AND LOVING CARE TO CHILDREN OF ALL AGES. 5,000

NEVADA MUSEUM OF ART INC

160 W LIBERTY ST
RENO,NV89501 		N/A PC SERVE AS A CULTURAL AND EDUCATIONAL RESOURCE FOR EVERY MEMBER OF THE COMMUNITY. 4,000

NEW RIVER COMMUNITY ACTION INC

1093 E MAIN STREET
RADFORD,VA24141 		N/A PC EMPOWERING LOCAL COMMUNITIES TO RECOGNIZE AND ALLEVIATE THEIR OWN POVERTY CONDITIONS. 5,000

FRIENDS OF THE SEA LIONS INC DBA PACIFIC MARINE MAMMAL CENTER

20612 LAGUNA CANYON RD
LAGUNA BEACH,CA92651 		N/A PC RESCUE, REHABILITATE, AND RELEASE MARINE MAMMALS STRANDED ALONG THE ORANGE COUNTY, CALIFORNIA COASTLINE AND INCREASE PUBLIC AWARENESS OF THE MARINE ENVIRONMENT THROUGH EDUCATION AND RESEARCH. 1,500

PHOENIX COUNTRY DAY SCHOOL

3901 E STANDFORD DR
PARADISE VALLEY,AZ85013 		N/A PC PREPARING PROMISING STUDENTS TO BECOME RESPONSIBLE LEADERS AND LIFELONG LEARNERS THROUGH AN EDUCATION THAT EMPHASIZES INTELLECTUAL ENGAGEMENT, INDEPENDENCE, COLLABORATION, CREATIVITY, AND INTEGRITY. 3,000

PUSHIN FORWARD

11036 CARSON DRIVE UNIT A
LYNWOOD,CA90262 		N/A PC HELPING YOUNG PEOPLE FROM UNDERSERVED COMMUNITIES CONNECT TO A PASSION, BUILD CONFIDENCE AND LEARN TO DEVELOP HEALTHY RELATIONSHIPS THROUGH SKATEBOARDING. 3,000

REDISCOVER FOUNDATION

1555 NE RICE ROAD
LEES SUMMIT,MO64086 		N/A SOUNK PROVIDING REDISCOVER THE FINANCIAL RESOURCES TO PROVIDE HELP, HOPE, AND HEALING FOR THOSE AFFECTED BY BEHAVIORAL HEALTH DISORDERS. 5,000

ROTARY ZONES 33-34 FOUNDATION

PO BOX 785
TROY,NC27371 		N/A PC PROVIDING ROTARY LEADERS THE OPPORTUNITY TO OBTAIN LEADERSHIP TRAINING AND TO MEET AND DISCUSS CURENT AND FUTURE PROJECTS TO HELP THEIR COMMUNITIES. 2,500

SAFEHOUSE PROGRESSIVE ALLIANCE FOR NONVIOLENCE INC

835 NORTH STREET
BOULDER,CO80304 		N/A PC PROVIDING SAFE SHELTER, SUPPORT, AND ADVOCACY FOR ADULTS AND THEIR CHILDREN, AND PROVIDING SUPPORT, ADVOCACY, AND COMMUNITY ORGANIZING IN AN EFFORT TO END VIOLENCE AGAINST ADULTS, YOUTH,AND CHILDREN. 3,500

SEDONA HISTORICAL SOCIETY INC

735 JORDAN RD
SEDONA,AZ86336 		N/A PC SUPPORT FOR THE OPERATION OF THE SEDONA HERITAGE MUSEUM, FOCUSING ON THE LIFESTYLES AND WORKS OF THE PEOPLE WHO PIONEERED THE SEDONA COMMUNITY. 1,000

SKILLS DEVELOPMENT SERVICES INC

704 S WASHINGTON ST
TULLAHOMA,TN37388 		N/A PC PROVIDING DAY TRAINING AND RESIDENTAL HOUSING FOR MENTALLY HANDICAPPED ADULTS. 2,500

SOJOURNER CENTER

PO BOX 20156
PHOENIX,AZ85036 		N/A PC PROVIDING A SAFE HAVEN FROM DOMESTIC VIOLENCE FOR WOMEN AND THEIR CHILDREN IN ARIZONA. 3,000

SOLANO FAMILY & CHILDRENS COUNCIL INC

421 EXECUTIVE COURT NORTH
FAIRFIELD,CA94534 		N/A PC PROMOTING AND ADVOCATING FOR THE WELL-BEING OF CHILDREN, THEIR FAMILIES, AND CHILD CARE PROVIDERS BY OFFERING ACCESS TO A VARIETY OF CHILD CARE RESOURCES. 4,000

ST PAUL'S LUTHERAN SCHOOL

1250 E HEIM AVENUE
ORANGE,CA92865 		N/A PC PREPARING STUDENTS TO BE FUTURE LEADERS, THINK CRITICALLY, SHOW EMPATHY, AND SHARE JESUS' LOVE WITH OTHERS. 4,000

ST VINCENT DE PAUL ROMAN CATHOLIC CHURCH

3140 N 51ST AVE
PHOENIX,AZ85031 		N/A PC PROVIDING LOCAL DINING HALLS, THRIFT SHOPS, HOMELESS SHELTER AND MEDICAL ASSISTANCE FOR THE UNDERSERVED 5,000

ST VINCENT DE PAUL SOCIETY AT OLMC

3201 S EVERGREEN RD
TEMPE,AZ85282 		N/A PC HELP FEED, CLOTHE, HOUSE AND HEAL NEIGHBORS IN NEED. 3,500

ST VINCENT DE PAUL SW IDAHO DISTRICT COUNCIL

5256 W FAIRVIEW AVENUE
BOISE,ID83706 		N/A PC HELP PEOPLE IN NEED BY ASSISTING WITH FOOD, HOUSING EXPENSES, CLOTHING, FURNITURE, AND OTHER BASIC HUMAN NEEDS THROUGH DONATIONS. 5,000

ST MARY BASHA CATHOLIC SCHOOL

200 W GALVESTON
CHANDLER,AZ85225 		N/A PC PREPARING THE STUDENT FOR A LIFE THAT WILL POSITIVELY IMPACT THE COMMUNITY THROUGH PRINCIPLES ROOTED IN THE GOSPEL AND IN THE TEACHINGS OF THE CATHOLIC CHURCH 1,000

THE CHURCH OF THE LIVING GOD

312 E BRADLEY AVE
CHAMPAIGN,IL61820 		N/A PC PROVIDING FAITH AND FELLOWSHIP IN OUR COMMUNITY. 2,500

FRIENDS OF THE FREE CLINIC INC

904 SOUTH 10TH STREET
ST JOSEPH,MO64503 		N/A PC FULLY SUPPORT THE SOCIAL WELFARE BOARD IN PROVIDING QUALITY MEDICAL AND DENTAL CARE TO THE INDIGENT UNINSURED POPULATION OF BUCHANAN COUNTY 2,000

THE OPEN DOOR OF MARATHON COUNTY INC

319 NORTH 4TH STREET STE 2
WAUSAU,WI54403 		N/A PC PROVIDING EDUCATION, SERVICE, SUPPORT, AND IMMEDIATE HELP FOR RELEASED OFFENDERS FROM A COUNTY JAIL OR WISCONSIN PRISON SYSTEM. 1,000

TRI-COUNTY MENTAL HEALTH SERVICES INC

3100 NE 83RD STREET STE 1001
KANSAS CITY,MO64119 		N/A PC PROVIDE PREVENTION AND RECOVERY-ORIENTED MENTAL HEALTH AND SUBSTANCE USE SERVICES WHICH ARE QUALITY ASSURED AND PERSON-CENTERED, WITH INCREASED ATTENTION TO THE WHOLE PERSON. 2,500

TUCSON COUNTRY DAY SCHOOL INC

9239 E WRIGHTSTOWN RD
TUCSON,AZ85715 		N/A PC PROVIDING AN EDUCATIONAL ENVIRONMENT WHERE CHILDREN - REGARDLESS OF RACE, NATIONALITY, OR CREED - CAN GROW AND LEARN IN AN ATMOSPHERE OF RESPECT AND UNDERSTANDING. 2,000

UMOM NEW DAY CENTERS INC DBA UMOM ARIZONA

3333 E VAN BUREN STREET
PHOENIX,AZ85008 		N/A PC TO PREVENT AND END HOMELESSNESS WITH INNOVATIVE STRATEGIES AND HOUSING SOLUTIONS THAT MEET THE UNIQUE NEEDS OF EACH FAMILY AND INDIVIDUAL. 3,000

UNITED METHODIST CHURCH OF URBANA

304 SOUTH RACE STREET
URBANA,IL61801 		N/A PC OURNEY WITH PEOPLE TO GET THEM CONNECTED TO OUR LORD AND SAVIOR, JESUS CHRIST; TO ONE ANOTHER; AND TO THE COMMUNITY, THROUGH INTENTIONAL DISCIPLESHIP. 2,000

UNITED WAY OF ASHEVILLE & BUNCOMBE COUNTY INC

50 S FRENCH BROAD STREET
ASHEVILLE,NC28801 		N/A PC EARLY CHILDHOOD EDUCATION, 211 SERVICE FOR COMMUNITY ASSISTANCE, COMMUNITY SUPPORT PROGRAMS, HEALTH INITIATIVES AND SUBSTANCE ABUSE PREVENTION 5,000

UNITED WAY OF SW MISSOURI

3510 E 3RD STREET
JOPLIN,MO65801 		N/A PC EARLY CHILDHOOD EDUCATION, 211 SERVICE FOR COMMUNITY ASSISTANCE, COMMUNITY SUPPORT PROGRAMS, HEALTH INITIATIVES AND SUBSTANCE ABUSE PREVENTION 2,000

VETERAN ALLIANCE USA INC

3530 S VAL VISTA DR B210
GILBERT,AZ85297 		N/A PC PROVIDING VETERAN SUPPORT SERVICES AND ASSISTANCE PROGRAMS. 2,500

VETERANS GUEST HOUSE INC

880 LOCUST STREET
RENO,NV89502 		N/A PC PROVIDING OVERNIGHT LODGING FOR VETERANS AND THEIR FAMILIES SEEKING MEDICAL CARE IN THE RENO/SPARKS AREA. 1,500

YOUTH CENTERS OF ORANGE INC

1439 W CHAPMAN AVE
ORANGE,CA92868 		N/A PC EMPOWERING YOUTH WITH THE SKILLS AND STRENGTH TO SUCCEED 3,000
Total .................................right arrow 3a 430,100
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
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
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 ........... 		    14 47  
4 Dividends and interest from securities ....     14 238,274  
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 -558,156  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aENERGY TRANSFER LP 		523000 -3,642      
bSUNOCO LP 523000 -4,943      
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -8,585 -319,835 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
-328,420
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2022)
Form 990-PF (2022)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
THE STEVE MIHAYLO AND LOIS MIHAYLO
 
FOUNDATION
EIN:
88-0457469
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING EXPENSE 33,220 16,610   16,610

TY 2022 InvestmentsCorpStockSchedule
Name:
THE STEVE MIHAYLO AND LOIS MIHAYLO
 
FOUNDATION
EIN:
88-0457469
Name of Stock End of Year Book Value End of Year Fair Market Value
FIDELITY INVESTMENTS #700983 4,606,386 4,118,355
MIDFIRST BANK #763006 4,114,154 3,734,355

TY 2022 OtherAssetsSchedule
Name:
THE STEVE MIHAYLO AND LOIS MIHAYLO
 
FOUNDATION
EIN:
88-0457469
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
SUSPENDED PTP LOSS CARRYOVER 4,317 0 0
ESTIMATED TAX RECEIVABLE 1,800 0 0


TY 2022 OtherExpensesSchedule
Name:
THE STEVE MIHAYLO AND LOIS MIHAYLO
 
FOUNDATION
EIN:
88-0457469
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSE 34 17   17


TY 2022 OtherIncomeSchedule2
Name:
THE STEVE MIHAYLO AND LOIS MIHAYLO
 
FOUNDATION
EIN:
88-0457469
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ENERGY TRANSFER LP -3,642   -3,642
SUNOCO LP -4,943   -4,943


TY 2022 OtherLiabilitiesSchedule
Name:
THE STEVE MIHAYLO AND LOIS MIHAYLO
 
FOUNDATION
EIN:
88-0457469
Description Beginning of Year - Book Value End of Year - Book Value
MIDFIRST BANK CHECKING 0 86,347


TY 2022 OtherProfessionalFeesSchedule
Name:
THE STEVE MIHAYLO AND LOIS MIHAYLO
 
FOUNDATION
EIN:
88-0457469
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT 14,031 14,031   0


TY 2022 TaxesSchedule
Name:
THE STEVE MIHAYLO AND LOIS MIHAYLO
 
FOUNDATION
EIN:
88-0457469
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID - MIDFIRST INVESTMENTS 4,085 4,085   0
FOREIGN TAX PAID - FIDELITY INVESTMENTS 2,125 2,125   0
STATE TAX PAID - ARIZONA 100 100   0
FEDERAL INVESTMENT EXCISE TAX 24,211 0   0