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 05-01-2023 , and ending 04-30-2024
Name of foundation
JOHN F LONG FOUNDATION INC
 
% Jacob F Long
Number and street (or P.O. box number if mail is not delivered to street address)1118 E MISSOURI AVE STE A
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHOENIX, AZ850142710
A Employer identification number

86-6052431
B Telephone number (see instructions)

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$8,555,343J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 44,489 44,489 0
4 Dividends and interest from securities... 30,064 29,722 0
5a Gross rents............ 437,926 437,926 0
b Net rental income or (loss) 345,032
6a Net gain or (loss) from sale of assets not on line 10 0
b Gross sales price for all assets on line 6a 0
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications........... 0
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0 0
11 Other income (attach schedule)....... 0 0 0
12 Total. Add lines 1 through 11........ 512,479 512,137 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,417 1,450 0 967
14 Other employee salaries and wages...... 21,696 14,102 0 7,594
15 Pension plans, employee benefits....... 4,114 2,674 0 1,440
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
488 488 0 0
b Accounting fees (attach schedule)....... 0 0 0 0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
171 171 0 0
17 Interest............... 0 0 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
44,837 39,272 0 0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
28,238 28,238 0
20 Occupancy.............. 0 0 0 0
21 Travel, conferences, and meetings....... 0 0 0 0
22 Printing and publications.......... 0 0 0 0
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
25,418 25,418 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 127,379 111,813 0 10,001
25 Contributions, gifts, grants paid....... 407,312 407,312
26 Total expenses and disbursements. Add lines 24 and 25 534,691 111,813 0 417,313
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -22,212
b Net investment income (if negative, enter -0-) 400,324
c Adjusted net income (if negative, enter -0-)... 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............. 9,130 58,425 58,425
2 Savings and temporary cash investments......... 1,099,797 897,258 904,654
3 Accounts receivable right arrow180
Less: allowance for doubtful accounts right arrow0 10,546 180 180
4 Pledges receivable right arrow0
Less: allowance for doubtful accounts right arrow0 0 0 0
5 Grants receivable................. 0 0 0
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0  
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow   0 0  
8 Inventories for sale or use.............. 0 0 0
9 Prepaid expenses and deferred charges.......... 44,556 38,972 38,972
10a Investments—U.S. and state government obligations (attach schedule) 153,675 0 0
b Investments—corporate stock (attach schedule).......   0  
c Investments—corporate bonds (attach schedule)....... 547,962 Click to see attachment
List of Attached Documents:
// Content
877,875 		881,974
11 Investments—land, buildings, and equipment: basis right arrow6,244,207
Less: accumulated depreciation (attach schedule) right arrow281,346 5,991,099 Click to see attachment
List of Attached Documents:
// Content
5,962,861 		6,671,138
12 Investments—mortgage loans............. 0    
13 Investments—other (attach schedule)..........   0  
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
15 Other assets (describe right arrow) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,856,765 7,835,571 8,555,343
Liabilities 17 Accounts payable and accrued expenses.......... 0 0
18 Grants payable................. 0 0
19 Deferred revenue................. 0 0
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
10,133 		Click to see attachment
List of Attached Documents:
// Content
11,151
23 Total liabilities (add lines 17 through 22)......... 10,133 11,151
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 7,846,632 7,824,420
29 Total net assets or fund balances (see instructions)..... 7,846,632 7,824,420
30 Total liabilities and net assets/fund balances (see instructions). 7,856,765 7,835,571
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
7,846,632
2
Enter amount from Part I, line 27a .....................
2
-22,212
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
7,824,420
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,824,420
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 5,565
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  
3 Add lines 1 and 2........................... 3 5,565
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,565
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 5,019
b Exempt foreign organizations—tax withheld at source...... 6b  
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 5,019
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 546
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 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.jflongproperties.com foundation
14
The books are in care ofright arrowJohn F Long Foundation Inc Telephone no.right arrow (602) 272-0421

Located atright arrow1118 E MISSOURI AVESTE APHOENIXAZ ZIP+4right arrow850142710
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)
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 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)
 
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
Jacob F LongClick to see attachment
List of Attached Documents:
// Content
President Treasurer
2.00 		2,417 0 0
1118 E Missouri Ave
Suite A
Phoenix,AZ85014
Shirley Long LewisClick to see attachment
List of Attached Documents:
// Content
Vice President Secretary
1.00 		0 0 0
1118 E Missouri Ave
Suite A
Phoenix,AZ85014
James J MIllerClick to see attachment
List of Attached Documents:
// Content
Director
1.00 		0 0 0
1118 E Missouri Ave
Suite A
Phoenix,AZ85014
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
 
Total number of other employees paid over $50,000...................right arrow  
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
 
Total number of others receiving over $50,000 for professional services.............right arrow  
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 None  
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
1,523,145
b
Average of monthly cash balances.......................
1b
317,298
c
Fair market value of all other assets (see instructions)................
1c
6,710,290
d
Total (add lines 1a, b, and c).........................
1d
8,550,733
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) Click to see attachment
List of Attached Documents:
// Content
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
8,550,733
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
128,261
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,422,472
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
421,124
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
421,124
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
5,565
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
0
c
Add lines 2a and 2b............................
2c
5,565
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
415,559
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
415,559
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
415,559
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
417,313
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) Click to see attachment
List of Attached Documents:
// Content
.................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
417,313
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 7 415,559
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  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 29,667
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 29,667
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 417,313
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 415,559
e Remaining amount distributed out of corpus 1,754
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 31,421
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) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		31,421
10 Analysis of line 9:
a Excess from 2019.... 29,667
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 1,754
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).)
None
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.
None
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:
Roberta Hoyt
1118 E Missouri Ave
Suite A
Phoenix,AZ85014
(602) 272-0421
foundation@jflong.com
bThe form in which applications should be submitted and information and materials they should include:
Application questionnaire describing the charitable purpose copy of 501 c3 letter and financial reports.
cAny submission deadlines:
None
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Restricted to 501c3 status or community programs with regional geographic preference.
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
A Stepping Stone Foundation


P O Box 87149
Phoenix,AZ85080 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 3,000
3rd Decade Inc


4729 E Sunrise Dr
331
Tucson,AZ85718 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 296
Amanda Hope Rainbow Angels


340 E Coronado Road
Suite 100
Phoenix,AZ85004 		No Relationship PC Spring training baseball tickets donated for charitable purposes 400

Agua Fria Food and Clothing Bank Inc

405 E Harrison Dr
Avondale,AZ85323 		No Relationship PC aid 501 c3 organization in fulfilling their charitable purpose. 3,000

Arizona Agriculture Education FoundationFFA Foundation

PO Box 5310
Glendale,AZ85312 		No Relationship PC aid 501 c3 organization in fulfilling their charitable purpose. 3,500
Arizona Burn Foundation Inc


1432 N 7th Street
Phoenix,AZ85006 		No Relationship PC aid 501 c3 organization in fulfilling their charitable purpose. 3,000

Arizona Center for Nature Conservation

455 North Galvin Parkway
Phoenix,AZ85008 		No Relationship PC aid 501 c3 organization - Phoenix Zoo new veterinary medical center 52,000
Arizona Helping Hands


3110 E Thunderbird Rd
Suite 100
Phoenix,AZ85032 		No Relationship PC aid 501 c3 organization in fulfilling their charitable purpose. 4,000
Arizona Historical Society


1300 N College Ave
Tempe,AZ85288 		No Relationship PC aid 501 c3 organization in fulfilling their charitable purpose. 500
Arizona Outdoor Adventures Inc


PO Box 37982
Phoenix,AZ85069 		No Relationship PC aid 501 c3 organization in fulfilling their charitable purpose. 2,000
Arizona State University Foundation


PO Box 2260
Tempe,AZ85280 		No Relationship PC Spring training baseball tickets donated for charitable purposes. 720

Assistance League of Phoenix Arizona

9224 N 5th Street
Phoenix,AZ85020 		No Relationship PC aid 501 c3 organization in fulfilling their charitable purpose. 3,000
Audrey's Angels


12621 N Tatum Blvd
516
Phoenix,AZ85032 		No Relationship PC aid 501 c3 organization in fulfilling their charitable purpose. 3,000
Ballet Arizona


2835 E Washington St
Phoenix,AZ85034 		No Relationship PC aid 501 c3 organization in fulfilling their charitable purpose. 3,000
Bead of Courage


5905 E Pima Street
Tucson,AZ85712 		No Relationship PC Spring training baseball tickets donated for charitable purposes. 480
Best Buddies International Inc AZ


4527 N 16th St
106
Phoenix,AZ85016 		No Relationship PC aid 501 c3 organization in fulfilling their charitable purpose. 5,000

Big Brothers Big Sisters of Central AZ

1615 E Osborn Rd
Phoenix,AZ85016 		No Relationship PC aid 501 c3 organization in fulfilling their charitable purpose. 3,500
Black Theatre Troupe


1333 E Washington
Phoenix,AZ85043 		No Relationship PC aid 501 c3 organization in fulfilling their charitable purpose. 3,000
Camp Kesem National at ASU


PO Box 386
Tempe,AZ85281 		No Relationship PC aid 501 c3 organization in fulfilling their charitable purpose. 3,000
A New Leaf Inc


868 E University Drive
Mesa,AZ85203 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 5,000
Calvary United Methodist Church


7949 W Indian School Rd
Phoenix,AZ85033 		No Relationship PC aid 501 c3 organization in fulfilling their charitable purpose. 3,000

Careers Through Culinary Arts ProgramAZ

4948 W Buckskin Trail
Phoenix,AZ85083 		No Relationship PC Spring training baseball tickets donated for charitable purposes. 240

Center for the Rights of Abused Children

3900 E Camelback Road
Suite 300
Phoenix,AZ85018 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 7,500
Challenge Foundation Arizona Inc


6300 N Central Avenue
Phoenix,AZ85012 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 50,000
Child Crisis Arizona


817 N Country Club Drive
Mesa,AZ85201 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 3,000
City of Phoenix Parks andRecreation


3901 W Glendale Ave
Phoenix,AZ85051 		No Relationship GOV Spring training baseball tickets donated for charitable purposes. 240
Cloud Covered Streets


2125 W Thunderbird Rd
Phoenix,AZ85023 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 3,000
Desert Mission Food Bank


9229 N 4th Street
Phoenix,AZ85020 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 7,500
Detour Company Theater Inc


PO Box 697
Scottsdale,AZ85252 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 5,000
Educare Arizona


1300 N 48th Street
Phoenix,AZ85008 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 2,500
Foundation for Blind Children


1234 E Northern Avenue
Phoenix,AZ85020 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 1,000
Fresh Start Women's Foundation


1130 E McDowell Rd
Phoenix,AZ85006 		No Relationship PC Spring training baseball tickets donated for charitable purposes 480
Gabriel's Angels


727 E Bethany Home Road
Suite C 1
Phoenix,AZ85014 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 3,000

Girl Scout Council Inc Arizona Cactus Pine

119 E Coronado Road
Phoenix,AZ85004 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 3,000
GPVCAT Inc


10862 N 32nd Street
Phoenix,AZ85028 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 4,000
Greater Vail Community ReSources


13105 E Colossal Cave Rd
Vail,AZ85641 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 2,000
Greenlight Solutions Foundation


1848 E Hermosa Drive
Tempe,AZ85282 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 1,500
Helping Hands for Single Moms


360 E Coronado Rd
Suite 150
Phoenix,AZ85004 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 3,000
Homeless Youth Connection Inc


224 E Hatcher
Phoenix,AZ85020 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 3,000
Homeward Bound


2302 W Colter Street
Phoenix,AZ85015 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 3,000
Hope Community Services Inc


5701 W Talavi Blvd
Glendale,AZ85306 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 2,500
The Joy Bus


3241 E Shea Blvd
423
Phoenix,AZ85028 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 2,000
Justa Center Inc


1001 West Jefferson Street
Phoenix,AZ85007 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 1,500
Kid in the Corner Inc


6929 N Hayden Road
Ste C4 126
Scottsdale,AZ85250 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 2,500
Kids Need to Read


2450 W Broadway Rd
Suite 110
Mesa,AZ85202 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 2,500
Kingman Area Food Bank


2930 Butler Avenue
Kingman,AZ86409 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 3,000
Laveen Baptist Church


5036 W Dobbins Road
Laveen,AZ85339 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 5,000
Laveen Elementary School District


5001 W Dobbins Road
Laveen,AZ85339 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 4,000
Live Theatre Workshop


3322 E Fort Lowell Road
Tucson,AZ85716 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 2,000
Lowell Observatory


1400 W Mars Hill Road
Flagstaff,AZ86001 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 3,000
Maggie's Place Inc


PO Box 1102
Phoenix,AZ85001 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 3,500

Maryvale Bridge United Methodist Church

4802 N 59th Ave
Phoenix,AZ85033 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 3,000
Meals of Joy


555 E Plaza Circle
Ste C
Litchfield Park,AZ85340 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 2,500
Maine Consolidated School District


PO Box 50010
Parks,AZ86018 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 5,000
MentorKids USA


1776 N Scottsdale Road Box 1148
Box 1148
Scottsdale,AZ85252 		No Relationship PC Box 1148 2,500
Mission of Mercy Inc


360 E Coronado Road
Suite 160
Phoenix,AZ85004 		No Relationship PC Box 1148 3,000
New Life Center


PO Box 5005
Goodyear,AZ85338 		No Relationship PC Box 1148 2,500
New Pathways for Youth Inc


901 E Jefferson Street
Phoenix,AZ85034 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 3,000

Northland Hospice and Palliative Care Inc

452 N Switzer Canyon Dr
Ste A
Flagstaff,AZ86001 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 2,500
Northwest Christian School


16401 N 43rd Avenue
Phoenix,AZ85053 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 2,500
OCJ Kids


21630 N 9th Avenue
Suite 103
Phoenix,AZ85027 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 1,500
The Opportunity Tree


3146 E Windsor Ave
Phoenix,AZ85008 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 2,500

Oral Educational Opportunities for Hearing Impaired

3426 E Shea Blvd
Phoenix,AZ85028 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 3,000
Peaches Baseball Club Inc


1465 E Tierra St
Gilbert,AZ85297 		No Relationship PC Spring training baseball tickets donated for charitable purposes. 184
Power Paws Assistance Dogs Inc


5025 E Washington Street
Suite 204
Phoenix,AZ85034 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 5,000
Phoenix Community ToolBank Inc


3531 East Corona Ave
Phoenix,AZ85040 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 2,500
Phoenix Parks Foundation


200 W Washington
Phoenix,AZ85003 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 3,500
Planned Parenthood Arizona Inc


4751 N 15th Street
Phoenix,AZ85014 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 7,500
Phoenix Performing Arts Center Inc


222 E Monroe Street
Phoenix,AZ85004 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 2,000
RaeRae of Light


7089 W Hatfield Rd
Peoria,AZ85383 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 2,000
Rise Inc


4554 E Iverness Ave
Mesa,AZ85206 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 2,000

Ronald McDonald House Charities of Central & Northern AZ Inc

501 E Roanoke Ave
Phoenix,AZ85004 		No Relationship PC Spring training baseball tickets donated for charitable purposes. 240

Rosies House A Music Academy for Children

919 E Jefferson St
Phoenix,AZ85034 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 3,000
Ryan House


110 W Mohammad Ali Way
Phoenix,AZ85013 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 2,000
Sandra Day O'Connor Institute


PO Box 66422
Phoenix,AZ85082 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 4,000

Save the Family Foundation of Arizona

125 East University Drive
Mesa,AZ85201 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 2,500
Smashers Elite Sports and Education


194 E Watson Place
Casa Grande,AZ85122 		No Relationship PC Spring training baseball tickets donated for charitable purposes. 600
Southern Arizona Association


3350 E Grant Road
Tucson,AZ85716 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 3,500
St Joseph the Worker


P O Box 13503
Phoenix,AZ85002 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 3,000
St Mary's Food Bank Alliance


2831 N 31st Avenue
Phoenix,AZ85009 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 15,000
St Mary's Food Bank Alliance


2831 N 31st Avenue
Phoenix,AZ85009 		No Relationship PC Spring training baseball tickets donated for charitable purposes. 240
Thomas Road Baptist Church


5735 Thomas Rd
Phoenix,AZ85031 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 2,500

United Cerebral Palsy Assoc of Central AZ

1802 W Parkside Lane
Phoenix,AZ85027 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 25,000
Upward for Children and Families


6306 N 7th Street
Phoenix,AZ85014 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 3,000
Valley of the Sun YMCA


3825 N 67th Avenue
Phoenix,AZ85033 		No Relationship PC Spring training baseball tickets donated for charitable purposes. 960
Valley Youth Theatre


1001 N Central Avenue
Suite 700
Phoenix,AZ85004 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 5,000
Valley View Community Food Bank


10771 W Peoria Avenue
Sun City,AZ85351 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 10,000
ValeyLife


1142 W Hatcher Rd
Phoenix,AZ85021 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 3,000
Valleywise Health Foundation


2901 E Camelback Rd
Ste 202
Phoenix,AZ85016 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 5,000
Veteran Tickets Foundation


1255 W Rio Salado Pkwy
Suite 209
Tempe,AZ85281 		No Relationship PC Spring training baseball tickets donated for charitable purposes. 1,512
Vista College Preparatory Inc


24 W Camelback Road
Ste A522
Phoenix,AZ85013 		No Relationship PC Spring training baseball tickets donated for charitable purposes. 720

West Valley Mavericks Foundation Inc

PO Box 2216
Litchfield Park,AZ85340 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 5,000
WHAM Art Association


16560 N Dysart Road
Surprise,AZ85378 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 2,000
Wigged Out Inc


7227 N 16th Street
Ste 113
Phoenix,AZ85020 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 4,000
Amanda Hope Rainbow Angels


340 E Coronado Road
Suite 100
Phoenix,AZ85004 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 3,500
Flagstaff Family Food Center


1903 N 2nd St
Flagstaff,AZ86004 		No Relationship PC Aid 501 c3 organization in fulfilling their charitable purpose. 5,000
Total .................................right arrow 3a 407,312
bApproved for future payment
Total ................................. right arrow 3b  
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     0   0 0
b     0   0 0
c     0   0 0
d     0   0 0
e     0   0 0
f     0   0 0
    0   0 0
gFees and contracts from government agencies          
2 Membership dues and assessments ....   0   0 0
3 Interest on savings and temporary cash
investments ........... 		  0 14 44,489 0
4 Dividends and interest from securities ....   0 14 30,064 0
5 Net rental income or (loss) from real estate:
aDebt-financed property......   0   0 0
bNot debt-financed property.....   0 16 345,032 0
6 Net rental income or (loss) from personal property   0   0 0
7 Other investment income .....   0   0 0
8 Gain or (loss) from sales of assets other than
inventory ............ 		  0   0 0
9 Net income or (loss) from special events:   0   0 0
10 Gross profit or (loss) from sales of inventory   0   0 0
11 Other revenue:
a   		  0   0 0
b     0   0 0
c     0   0 0
d     0   0 0
e     0   0 0
12 Subtotal. Add columns (b), (d), and (e) .. 0 419,585 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
419,585
(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 (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
 
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 (2023)
Additional Data


Software ID: 23017649
Software Version: V2.0


Form 990PF - Special Condition Description:
Special Condition Description

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

TY 2023 DepreciationSchedule
Name:
JOHN F LONG FOUNDATION INC
EIN:
86-6052431
Software ID:
23017649
Software Version:
V2.0
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
Investment property - Building 2013-03-20 974,396 246,644 Straight Line 40.000000 24,360 24,360 0  
Land Improvements on leased property 2021-09-01 38,784 6,464 Straight Line 10.000000 3,878 3,878 0  

TY 2023 InvestmentsCorpBondsSchedule
Name:
JOHN F LONG FOUNDATION INC
EIN:
86-6052431
Software ID:
23017649
Software Version:
V2.0
Name of Bond End of Year Book Value End of Year Fair Market Value
American Express Co 245,778 249,983
Bank of America Sub Mtn 98,389 99,482
Commonwealth Edison 1st Mortgage 188,150 190,454
Kinder Morgan 99,887 98,542
T-Mobile 98,065 97,927
Capital One Co GLB 73,231 72,924
Wells Fargo & Co Glb 74,375 72,662
CitiGroup Inc. Corp Bond 0 0

TY 2023 InvestmentsGovtObligationsSch
Name:
JOHN F LONG FOUNDATION INC
EIN:
86-6052431
Software ID:
23017649
Software Version:
V2.0
US Government Securities - End of Year Book Value:

153,675
US Government Securities - End of Year Fair Market Value:

0
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 InvestmentsLandSchedule2
Name:
JOHN F LONG FOUNDATION INC
EIN:
86-6052431
Software ID:
23017649
Software Version:
V2.0
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Land leased-1875 W. Deer Valley Phoenix AZ 597,211 0 597,211 837,120
Land leased-4236 E. Juanita Dr. Mesa AZ 1,552,660 0 1,552,660 1,582,754
Land leased-10748 E. Guadalupe Mesa AZ 3,081,156 0 3,081,156 2,956,800
Building-1875 W. Deer Valley Phoenix AZ 727,752 271,004 703,392 1,255,680
Land improvements-4236 E. Juanita Mesa AZ 32,320 10,342 28,442 38,784

TY 2023 LegalFeesSchedule
Name:
JOHN F LONG FOUNDATION INC
EIN:
86-6052431
Software ID:
23017649
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Law Office of Michael P. West - Lease assignment advise 488 488 0 0


TY 2023 OtherAssetsSchedule
Name:
JOHN F LONG FOUNDATION INC
EIN:
86-6052431
Software ID:
23017649
Software Version:
V2.0
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
Marketable Securities 0 0 0


TY 2023 OtherExpensesSchedule
Name:
JOHN F LONG FOUNDATION INC
EIN:
86-6052431
Software ID:
23017649
Software Version:
V2.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Amortized lease commission $53,754 Period: 120 months current expense: $5,375 5,375 5,375 0 0
Insurance on leased property 5,498 5,498 0 0
Operating expenses 220 220 0 0
Repairs and Maintenance on leased property 14,325 14,325 0 0


TY 2023 OtherLiabilitiesSchedule
Name:
JOHN F LONG FOUNDATION INC
EIN:
86-6052431
Software ID:
23017649
Software Version:
V2.0
Description Beginning of Year - Book Value End of Year - Book Value
Sales Tax Payable 1,348 1,820
Excise tax payable 0 546
Security Deposit held on lease 8,785 8,785


TY 2023 OtherProfessionalFeesSchedule
Name:
JOHN F LONG FOUNDATION INC
EIN:
86-6052431
Software ID:
23017649
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Electronic 990PF provider fees. 171 171 0 0


TY 2023 TaxesSchedule
Name:
JOHN F LONG FOUNDATION INC
EIN:
86-6052431
Software ID:
23017649
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Property Taxes on leased property 39,272 39,272 0 0
Excise tax for 2023 5,565 0 0 0