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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
SULPHUR SPRINGS VALLEY ELECTRIC
COOPERATIVE FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)350 N HASKELL
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILLCOX, AZ85643
A Employer identification number

86-0488826
B Telephone number (see instructions)

(520) 515-3482
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$5,097,950J 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) 1,067,889
2 Check right arrow.............
3 Interest on savings and temporary cash investments 156,310 156,310  
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
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
14,643 0  
12 Total. Add lines 1 through 11........ 1,238,842 156,310  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
495 248   247
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,400 2,200   2,200
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
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
162,563 0   162,563
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 167,458 2,448   165,010
25 Contributions, gifts, grants paid....... 164,150 99,400
26 Total expenses and disbursements. Add lines 24 and 25 331,608 2,448   264,410
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 907,234
b Net investment income (if negative, enter -0-) 153,862
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 573,028 330,504 330,504
2 Savings and temporary cash investments......... 3,474,273 4,698,589 4,698,589
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.......... 17,626    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
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
18,771 		Click to see attachment
List of Attached Documents:
// Content
68,857 		Click to see attachment
List of Attached Documents:
// Content
68,857
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,083,698 5,097,950 5,097,950
Liabilities 17 Accounts payable and accrued expenses..........   3,926
18 Grants payable................. 101,500 166,250
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)    
23 Total liabilities (add lines 17 through 22)......... 101,500 170,176
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...........    
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 3,982,198 4,927,774
29 Total net assets or fund balances (see instructions)..... 3,982,198 4,927,774
30 Total liabilities and net assets/fund balances (see instructions). 4,083,698 5,097,950
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
3,982,198
2
Enter amount from Part I, line 27a .....................
2
907,234
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
38,342
4
Add lines 1, 2, and 3 ..........................
4
4,927,774
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
4,927,774
Form 990-PF (2023)
Form 990-PF (2023)
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.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
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
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 2,139
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 2,139
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 2,139
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 223
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,223
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.......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 2,084
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,084 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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 arrowAZ
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 2023 or the taxable year beginning in 2023? 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
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 arrowWWW.SSVECYOUTHPROGRAMS.ORG
14
The books are in care ofright arrowRON LEE Telephone no.right arrow (520) 515-3482

Located atright arrow350 N HASKELLWILLCOXAZ ZIP+4right arrow85643
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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)
 
No
(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
 
 
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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)
Yes
 
(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
 
No
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
CURTIS NOLAN PRESIDENT
1.00 		0 0 0
350 N HASKELL
WILLCOX,AZ85643
RANDY REDMOND VICE PRESIDENT
1.00 		0 0 0
350 N HASKELL
WILLCOX,AZ85643
LEX HERRON TREASURER
1.00 		0 0 0
350 N HASKELL
WILLCOX,AZ85643
DAN BARRERA SECRETARY
1.00 		0 0 0
350 N HASKELL
WILLCOX,AZ85643
TOM GOODMAN DIRECTOR
1.00 		0 0 0
350 N HASKELL
WILLCOX,AZ85643
KATHY THATCHER DIRECTOR
1.00 		0 0 0
350 N HASKELL
WILLCOX,AZ85643
JANICE BEAM DIRECTOR
1.00 		0 0 0
350 N HASKELL
WILLCOX,AZ85643
DAVE KELSO DIRECTOR
1.00 		0 0 0
350 N HASKELL
WILLCOX,AZ85643
JOHN SHAVER DIRECTOR
1.00 		0 0 0
350 N HASKELL
WILLCOX,AZ85643
RUSS MCNEILL DIRECTOR
1.00 		0 0 0
350 N HASKELL
WILLCOX,AZ85643
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 (2023)
Form 990-PF (2023)
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 WASHINGTON YOUTH TOUR - FOUNDATION PAID FOR STUDENTS AND CHAPERONES TO ATTEND ANNUAL WASHINGTON YOUTH TOUR. THE FOUNDATION AWARDED SCHOLARSHIPS AND CASH AWARDS TO 9 QUALIFIED STUDENTS. 78,233
2 YOUTH ENGINEERING SCIENCE FAIR AND INTERNATIONAL SCIENCE AND ENGINEERING FAIR - FOUNDATION PAID FOR EXPENSES AND CASH REWARDS FOR STUDENTS AND ADVISORS TO ATTEND THE ANNUAL YOUTH ENGINEERING SCIENCE FAIR AND INTERNATIONAL SCIENCE AND ENGINEERING FAIR. 81,738
3 DURING 2023, 33 STUDENTS RECEIVED $4,000 IN SCHOLARSHIP FUNDS FROM THE FOUNDATION. 102,939
4 DURING 2023, 3 TEACHERS RECEIVED GRANTS. GRANTS ARE INTENDED TO FACILITATE THE DEVELOPMENT OF INNOVATIVE INSTRUCTIONAL STRATEGIES, HELP CREATE NEW TEACHING MATERIALS, FUND THE PURCHASE OF SUPPLIES OR EQUIPMENT TO ENHANCE THE EDUCATIONAL EXPERIENCE, COVER TRAVEL AND ADMISSION FEES TO EDUCATIONAL FACILITIES, INCLUDING BUT NOT LIMITED TO MUSEUMS, ART EXHIBITIONS, OR SCIENCE CENTERS, OR SPONSOR TEACHER CONTINUING EDUCATION. 1,500
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 (2023)
Form 990-PF (2023)
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
0
b
Average of monthly cash balances.......................
1b
4,164,309
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,164,309
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
4,164,309
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
62,465
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,101,844
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
205,092
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
205,092
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,139
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,139
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
202,953
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
202,953
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
202,953
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
264,410
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
264,410
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 202,953
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 109,526
b From 2019...... 84,795
c From 2020...... 14,847
d From 2021...... 2,322
e From 2022...... 54,074
f Total of lines 3a through e ........ 265,564
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 264,410
a Applied to 2022, 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 2023 distributable amount..... 202,953
e Remaining amount distributed out of corpus 61,457
5 Excess distributions carryover applied to 2023. 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 5 327,021
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		109,526
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		217,495
10 Analysis of line 9:
a Excess from 2019.... 84,795
b Excess from 2020.... 14,847
c Excess from 2021.... 2,322
d Excess from 2022.... 54,074
e Excess from 2023.... 61,457
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 e-mail address of the person to whom applications should be addressed:
MICHELE MCCOLLUM SSVEC FOUNDATION
311 E WILCOX DRIVE
SIERRA VISTA,AZ85635
(520) 515-3475
SSVECYOUTHPROGRAM@SSVEC.COM
bThe form in which applications should be submitted and information and materials they should include:
STUDENTS SUBMIT SCHOLARSHIP APPLICATIONS VIA THE INTERACTIVE ONLINE SCHOLARSHIP APPLICATION WIZARD ACCESSED AT WEB ADDRESS: WWW.SSVECYOUTHPROGRAMS.ORG/SCHOLARSHIP-PROGRAM/. TWO LETTERS OF RECOMMENDATION MUST ACCOMPANY THE APPLICATION.
cAny submission deadlines:
THE SUBMISSION DEADLINE FOR 2024-2025 SCHOOL YEAR SCHOLARSHIP AWARDS WAS MARCH 4TH, 2024.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE FOUNDATION AWARDS ONE-YEAR SCHOLARSHIPS TO DEPENDENT CHILDREN OF MEMBERS OF SULPHUR SPRINGS VALLEY ELECTRIC COOPERATIVE, INC. TO QUALIFY THE STUDENT MUST BE CLAIMED AS A DEPENDENT ON THE MEMBER'S TAXES AND HAVE PLANS TO BE A FULL-TIME UNDERGRADUATE STUDENT OF AN ACCREDITED COLLEGE, UNIVERSITY, VOCATIONAL SCHOOL OR OTHER POST HIGH SCHOOL EDUCATIONAL INSTITUTION DEFINED UNDER INTERNAL REVENUE CODE SECTION 151 (4). STUDENTS MUST BE REGISTERED AND COMPLETE 12 HOURS OF COURSE WORK PER SEMESTER (OR THE EQUIVALENT) TO BE CONSIDERED FULL-TIME STUDENTS. APPLICANTS MUST RANK ACADEMICALLY IN THE TOP TEN STUDENTS OF THEIR CLASS OR BE IN THE UPPER TWENTY PERCENT WHICHEVER NUMBER IS GREATER.
Form 990-PF (2023)
Form 990-PF (2023)
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
AHNALEA GORDEN


7203 E GARDEN CREEK TRL
SIERRA VISTA,AZ85650 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 4,000
ALEXIS LENTZ


4630 N JOE HINES RD
WILLCOX,AZ85643 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 4,000
ALLISON WILSON


2937 W COX RD
WILLCOX,AZ85643 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 4,000
ALYSON PATERSON


7228 S HALL DR
HEREFORD,AZ85615 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 4,000
BETHANY PADILLA


1101 E MABEL ST RM 4090
TUCSON,AZ85719 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 4,000
BRAYTEN TREJO


1397 S LEE ST
ST DAVID,AZ85630 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 4,000
BRIANNA HADFIELD


1404 W WINCHESTER ST
WILLCOX,AZ85643 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 4,000
CHASE DELEON


5494 WACO DR
SIERRA VISTA,AZ85635 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 4,000

COCHISE COLLEGE

901 COLOMBO AVE
SIERRA VISTA,AZ85635 		SEE PAGE 7 PART VIII-A PC TO SUPPORT EDUCATION 15,000

COCHISE ELEMENTARY SCHOOL

9451 N 84TH ST
SCOTTSDALE,AZ85258 		SEE PAGE 7 PART VIII-A PC TO SUPPORT THE SCIENCE FAIR 300
COLIN PREGLER


3519 RHAPSODY DR
SIERRA VISTA,AZ85650 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 4,000
CONNER CURTIS


757 W JENNELLA DR
BENSON,AZ85602 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 4,000
CRISTIAN PANDO


240 N BIDDLE AVE
WILLCOX,AZ85643 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 4,000
DAVID FREDERICKS


2514 E SENECA ST
SIERRA VISTA,AZ85650 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 4,000
EDEN WILSON


2865 CARDINAL DR
SIERRA VISTA,AZ85635 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 4,000

HUACHUA CITY ELEMENTARY SCHOOL

100 SCHOOL DR
HUACHUCA CITY,AZ85616 		SEE PAGE 7 PART VIII-A PC TO SUPPORT THE SCIENCE FAIR 300
JAMIE VASQUEZ


PO BOX 99
MCNEAL,AZ85617 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 4,000
JAZMYN GARCIA


4224 W SWISSHELM TRL
ELFRIDA,AZ85610 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 4,000
JOSEPH AKERS


525 N SADDLEHORN DR
ST DAVID,AZ85630 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 4,000
KATELYN THOMPSON


7826 W WILLIAMS RD
WILLCOX,AZ85643 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 4,000
KENNEDY PETERSON


124 CURTIS AVE
WILLCOX,AZ85643 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 4,000
LESLIE FIERRO


PO BOX 173
SAN SIMON,AZ85632 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 4,000
MANUEL CASTILLO


3511 QUAIL RUN
SIERRA VISTA,AZ85635 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 4,000
MAREK HAYNIE


950 S MILLER LN
ST DAVID,AZ85630 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 4,000
MATTHEW FAGLIE


5446 MURRAY HILL PLACE
SIERRA VISTA,AZ85635 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 4,000
MAX FROST


1045 S CATCLAW
BENSON,AZ85602 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 4,000
MAYLEE THOMPSON


1317 W ESLICK RANCH RD
COCHISE,AZ85606 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 4,000
NATALIE COLBURN


7107 S NUCCI LANE
HEREFORD,AZ85615 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 4,000
NICHOLAS DEKHTYAR


2838 HWY 82
PATAGONIA,AZ85624 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 4,000
RAVEN MORRISON


PO BOX 142
BOWIE,AZ85605 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 4,000
RYAN ANDERSON


PO BOX 639
SONOITA,AZ85637 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 4,000
SHELBY GOODMAN


4351 PLAZA ORO LOMA
SIERRA VISTA,AZ85635 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 4,000
TATUM BENSON


453 WEST UNION ST
BENSON,AZ85602 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 4,000
TAYLEE JACQUEZ


PO BOX 464
ST DAVID,AZ85630 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 4,000

TUCSON UNIFIED SCHOOL DISTRICT

1010 E TENTH ST
TUCSON,AZ85719 		SEE PAGE 7 PART VIII-A PC TO SUPPORT THE SCIENCE FAIR 250
ULISES IZAZAGA


441 N BIDDLE AVE
WILLCOX,AZ85643 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 4,000

UNIVERSITY OF ARIZONA SOUTH

1140 COLOMBO AVE
SIERRA VISTA,AZ85635 		NONE PC TO SUPPORT EDUCATION 15,000
VALERIA MENDEZ


PO BOX 113
BOWIE,AZ85605 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 4,000

WALTER J MEYER

411 N 9TH ST
TOMBSTONE,AZ85638 		SEE PAGE 7 PART VIII-A PC TO SUPPORT THE SCIENCE FAIR 800

WILCOX MIDDLE SCHOOL

480 N BISBEE AVE
WILLCOX,AZ85643 		SEE PAGE 7 PART VIII-A PC TO SUPPORT THE SCIENCE FAIR 500
Total .................................right arrow 3a 164,150
bApproved for future payment
ADRIANA DOPADRE

2797 E EAGLE ROCK DRIVE
SIERRA VISTA,AZ85650 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 1,500
AHNALEA GORDEN

7203 E GARDEN CREEK TRL
SIERRA VISTA,AZ85650 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 3,000
ALEXIS LENTZ

4630 N JOE HINES RD
WILLCOX,AZ85643 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 3,000
ALLISON WILSON

2937 W COX RD
WILLCOX,AZ85643 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 3,000
ALYSON PATERSON

7228 S HALL DR
HEREFORD,AZ85615 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 4,000
AMANDA WHALEN

333 PINE TREE DRIVE
SIERRA VISTA,AZ85635 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 1,500
ARRIANA OCHOA

142 SONOITA AVENUE
PATAGONIA,AZ85624 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 1,500
BAILEY HART

4290 E MOSER RD
WILLCOX,AZ85643 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 3,000
BETHANY PADILLA

1101 E MABEL ST RM 4090
TUCSON,AZ85719 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 3,000
BRAYTEN TREJO

1397 S LEE ST
ST DAVID,AZ85630 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 4,000
BRIANNA HADFIELD

1404 W WINCHESTER ST
WILLCOX,AZ85643 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 3,000
BRITNEY COMOLLI

1800 E MOONRISE TRAIL
HEREFORD,AZ85615 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 1,500
CAMERON TINNEY

500 CHANTILLY DR
SIERRA VISTA,AZ85635 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 1,500
CHASE DELEON

5494 WACO DR
SIERRA VISTA,AZ85635 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 3,000
CHEYENNE MEIER

PO BOX 655
SONOITA,AZ85637 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 3,000
CHLOE REYNOLDS

PO BOX 1012
BENSON,AZ85602 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 1,500
CLAIRE DALEY

396 N SIBYL ROAD
ST DAVID,AZ85630 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 4,000
COLIN PREGLER

3519 RHAPSODY DR
SIERRA VISTA,AZ85650 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 3,000
CONNER CURTIS

757 W JENNELLA DR
BENSON,AZ85602 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 4,000
CONNER MAX

4931 E GREEN OAK LN
HEREFORD,AZ85615 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 3,000
CRISTIAN PANDO

240 N BIDDLE AVE
WILLCOX,AZ85643 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 3,000
DAKOTA HEAP

PO BOX 952
WILLCOX,AZ85643 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 1,000
DAVID FREDERICKS

2514 E SENECA ST
SIERRA VISTA,AZ85650 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 3,000
DIANA FIELD

1877 S COLLINS LN
WILLCOX,AZ85643 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 1,500
EDEN WILSON

2865 CARDINAL DR
SIERRA VISTA,AZ85635 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 4,000
GENAVIEVE EBERHARDT

8983 E BARATARIA BLVD
SIERRA VISTA,AZ85650 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 1,000
JADE MILLS

330 MESA TRAIL DR
SIERRA VISTA,AZ85635 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 500
JAMIE VASQUEZ

PO BOX 99
MCNEAL,AZ85617 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 3,000
JAZMYN GARCIA

4224 W SWISSHELM TRL
ELFRIDA,AZ85610 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 3,000
JOHN KLUMP

PO BOX 233
BOWIE,AZ85605 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 1,500
JONATHAN COLLINS

4321 E POLLY DR
WILLCOX,AZ85643 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 1,000
JOSEPH AKERS

525 N SADDLEHORN DR
ST DAVID,AZ85630 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 4,000
JULIA DAHL

PO BOX 97
ST DAVID,AZ85630 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 1,500
KADEN WATTS

33 S EWING ST
SAINT DAVID,AZ85630 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 3,000
KASON JACQUEZ

PO BOX 464
ST DAVID,AZ85630 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 1,500
KATELYN LORENZ

5210 KYLENE PL
SIERRA VISTA,AZ85635 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 1,500
KATELYN THOMPSON

7826 W WILLIAMS RD
WILLCOX,AZ85643 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 3,000
KENNEDY PETERSON

124 CURTIS AVE
WILLCOX,AZ85643 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 3,000
LESLIE FIERRO

PO BOX 173
SAN SIMON,AZ85632 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 3,000
LEXIE LEIGH SIMMONS

13120 S KIT CARSON
PEARCE,AZ85625 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 1,500
MADISON MONBLEAU

6305 E LIPPIZAN WAY
HEREFORD,AZ85615 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 4,000
MANUEL CASTILLO

3511 QUAIL RUN
SIERRA VISTA,AZ85635 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 6,750
MAREK HAYNIE

950 S MILLER LN
ST DAVID,AZ85630 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 4,000
MARTIN BARRIOS

4696 CITADEL DRIVE
SIERRA VISTA,AZ85635 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 500
MATTHEW FAGLIE

5446 MURRAY HILL PLACE
SIERRA VISTA,AZ85635 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 3,000
MAX FROST

1045 S CATCLAW
BENSON,AZ85602 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 4,000
MAYLEE THOMPSON

1317 W ESLICK RANCH RD
COCHISE,AZ85606 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 3,000
MEGAN IZZO

111 2ND ST
HUACHUCA CITY,AZ85616 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 1,500
NATALIE COLBURN

7107 S NUCCI LANE
HEREFORD,AZ85615 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 3,000
NEPHI HIGGINBOTHAM

433 N SIBYL ROAD
SAINT DAVID,AZ85630 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 1,500
NICHOLAS DEKHTYAR

2838 HWY 82
PATAGONIA,AZ85624 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 3,000
RAVEN MORRISON

PO BOX 142
BOWIE,AZ85605 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 4,000
REBEKAH CLAUS-WALKER

PO BOX 216
MCNEAL,AZ85617 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 1,500
RYAN ANDERSON

PO BOX 639
SONOITA,AZ85637 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 3,000
SAMMANTHA CAYWOOD

991 S STALCTITES CIRCLE
BENSON,AZ85602 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 1,000
SANTANA MARIE FUENTAS

253 S BISBEE AVE
WILLCOX,AZ85643 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 1,500
SARIAH FRY

PO BOX 743
SAINT DAVID,AZ85630 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 500
SAVANNAH KILPATRICK

336 E MARK ST
BENSON,AZ85602 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 1,500
SHELBY GOODMAN

4351 PLAZA ORO LOMA
SIERRA VISTA,AZ85635 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 3,000
SOFIA OLSEN

1649 DRIFTWOOD CIRCLE
SIERRA VISTA,AZ85635 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 1,500
SPENCER ALLRED

3306 N CIRCLE I RD
WILLCOX,AZ85643 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 1,500
TATUM BENSON

453 WEST UNION ST
BENSON,AZ85602 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 3,000
TAYLEE JACQUEZ

PO BOX 464
ST DAVID,AZ85630 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 3,000
ULISES IZAZAGA

441 N BIDDLE AVE
WILLCOX,AZ85643 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 3,000
VALERIA MENDEZ

PO BOX 113
BOWIE,AZ85605 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 3,000
ZOE LYNN

5321 S CALLE CORO DR
SIERRA VISTA,AZ85650 		SEE PAGE 7 PART VIII-A I SCHOLARSHIP 1,500
Total ................................. right arrow 3b 166,250
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		    14 156,310  
4 Dividends and interest from securities ....          
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 ............ 		         
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aUNCLAIMED SCHOLARSHIPS 		        14,643
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 156,310 14,643
13Total. Add line 12, columns (b), (d), and (e)..................
13
170,953
(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.)
11A PRIOR YEAR SCHOLARSHIPS THAT WERE REPORTED PAYABLE BUT WERE NEVER CLAIMED BY THE RECIPIENTS.
Form 990-PF (2023)
Form 990-PF (2023)
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
Yes
 
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
1c 11,365 SULPHUR SPRINGS VALLEY ELECTRIC COOPERATIVE THE COOPERATIVE MAINTAINS THE RECORDS OF THE FOUNDATION AT NO COST, AND PROVIDES EMPLOYEES TO COORDINATE THE WASHINGTON YOUTH TOUR.
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
SULPHUR SPRINGS VALLEY ELECTRIC COOPERATIVE INC 501(C)(12) TRUSTEES OF THE FOUNDATION ARE THE SAME AS THE DIRECTORS FOR THE COOPERATIVE.
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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.
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Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
SULPHUR SPRINGS VALLEY ELECTRIC
 
COOPERATIVE FOUNDATION INC
EIN:
86-0488826
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 4,400 2,200   2,200

TY 2023 LegalFeesSchedule
Name:
SULPHUR SPRINGS VALLEY ELECTRIC
 
COOPERATIVE FOUNDATION INC
EIN:
86-0488826
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 495 248   247


TY 2023 OtherAssetsSchedule
Name:
SULPHUR SPRINGS VALLEY ELECTRIC
 
COOPERATIVE FOUNDATION INC
EIN:
86-0488826
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INTEREST RECEIVABLE 18,771 68,857 68,857


TY 2023 OtherExpensesSchedule
Name:
SULPHUR SPRINGS VALLEY ELECTRIC
 
COOPERATIVE FOUNDATION INC
EIN:
86-0488826
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
WASHINGTON YOUTH TOUR EXPENSE 78,233 0   78,233
YOUTH ENERGY SCIENCE FAIR EXPENSE 61,747 0   61,747
OTHER PROGRAM EXPENSES 1,048 0   1,048
INTERNATIONAL SCIENCE AND ENGINEERING FAIR 19,991 0   19,991
ADMINISTRATIVE EXPENSE - SCHOLARSHIPS 44 0   44
TEACHER MICRO-GRANTS 1,500 0   1,500


TY 2023 OtherIncomeSchedule2
Name:
SULPHUR SPRINGS VALLEY ELECTRIC
 
COOPERATIVE FOUNDATION INC
EIN:
86-0488826
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
UNCLAIMED SCHOLARSHIPS 14,643   14,643


TY 2023 OtherIncreasesSchedule
Name:
SULPHUR SPRINGS VALLEY ELECTRIC
 
COOPERATIVE FOUNDATION INC
EIN:
86-0488826
Description Amount
UNREALIZED GAIN ON INVESTMENTS 38,342