TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

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

Go 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
Alexander Brooks & Cullumber Foundation

Number and street (or P.O. box number if mail is not delivered to street address)2730 E Capricorn Place
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
Chandler, AZ85249

A Employer identification number

86-0839625

B Telephone number (see instructions)

(480) 963-3780

C If exemption application is pending, check here right arrow

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

D 1. Foreign organizations, check here............. right arrow

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

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

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

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

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

$319,026J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	6,930		6,930	6,930
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		39,474
b	Gross sales price for all assets on line 6a 291,871
7	Capital gain net income (from Part IV, line 2)...			39,474
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	46,404		46,404	6,930
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	725
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	1,745	1,745
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	91	51
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	2,561		1,796		0
25	Contributions, gifts, grants paid.......	18,536				18,536
26	Total expenses and disbursements. Add lines 24 and 25	21,097		1,796		18,536
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	25,307
b	Net investment income (if negative, enter -0-)			44,608
c	Adjusted net income (if negative, enter -0-)...				6,930

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2023)

Form 990-PF (2023)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	38,507	1,580	1,580
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule) 44,260
		Less: allowance for doubtful accounts	44,260	List of Attached Documents: // Content 44,260	44,260
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	217,927	List of Attached Documents: // Content 259,072	259,072
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........		List of Attached Documents: // Content 14,114	14,114
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	300,694	319,026	319,026
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	39,992	39,992
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds	260,702	279,034
	29	Total net assets or fund balances (see instructions).....	300,694	319,026
	30	Total liabilities and net assets/fund balances (see instructions).	300,694	319,026

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

300,694

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

25,307

Other increases not included in line 2 (itemize) right arrow

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

326,001

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

6,975

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

319,026

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.)
1 a	CALL DATADOG INC $127 EXP 12/29/23	P	2023-12-29	2023-12-29
b	CALL LAS VEGAS SANDS CORP $50 EXP 12/29/23	P	2023-12-29	2023-12-29
c	CALL A T & T INC $16.5 EXP 12/29/23	P	2023-12-29	2023-12-29
d	CALL UBER TECHNOLOGIES INC $64 EXP 12/29/23	P	2023-12-29	2023-12-29
e	CALL EXXON MOBIL CORP $105 EXP 12/29/23	P	2023-12-29	2023-12-29
	CALL FORD MOTOR CO $10.5 EXP 12/29/23	P	2023-12-29	2023-12-29
	CALL ON HOLDING AG $29 EXP 12/29/23	P	2023-12-26	2023-12-29
	APPLE INC	P	2018-06-28	2023-12-28
	CALL ALCOA CORP $26 EXP 12/22/23	P	2023-12-26	2023-12-26
	CALL PAYPAL HOLDINGS INCORPORA00500 $58 EXP 12/22/23	P	2023-12-26	2023-12-26
	CALL A T & T INC $16.5 EXP 12/22/23	P	2023-12-26	2023-12-26
	CALL UBER TECHNOLOGIES INC $64 EXP 12/22/23	P	2023-12-26	2023-12-26
	CALL EXXON MOBIL CORP $104 EXP 12/22/23	P	2023-12-26	2023-12-26
	ALCOA CORP	P	2023-10-27	2023-12-22
	CALL BANK OF AMERICA CORP $31.5 EXP 12/22/23	P	2023-12-22	2023-12-22
	CALL CROWDSTRIKE HLDGS INC $210 EXP 03/15/24	P	2023-12-22	2023-12-22
	CALL NIKE INC $105 EXP 01/19/24	P	2023-12-22	2023-12-22
	CALL ON HOLDING AG $32 EXP 12/22/23	P	2023-12-15	2023-12-22
	PAYPAL HOLDINGS INCO	P	2023-10-27	2023-12-22
	CALL ON HOLDING AG $31 EXP 12/15/23	P	2023-12-18	2023-12-18
	CALL A T & T INC $16.5 EXP 12/15/23	P	2023-12-18	2023-12-18
	CALL EXXON MOBIL CORP $102 EXP 12/15/23	P	2023-12-18	2023-12-18
	CALL ALCOA CORP $26 EXP 12/15/23	P	2023-12-15	2023-12-15
	CALL BANK OF AMERICA CORP $31.5 EXP 12/15/23	P	2023-12-15	2023-12-15
	CALL FORD MOTOR CO $10.5 EXP 12/15/23	P	2023-12-15	2023-12-15
	CALL PAYPAL HOLDINGS INCORPORA00500 $58 EXP 12/15/23	P	2023-12-15	2023-12-15
	CALL ALCOA CORP $26 EXP 12/08/23	P	2023-12-11	2023-12-11
	CALL BANK OF AMERICA CORP $31 EXP 12/08/23	P	2023-12-11	2023-12-11
	CALL FORD MOTOR CO $10.5 EXP 12/08/23	P	2023-12-11	2023-12-11
	CALL A T & T INC $16.5 EXP 12/08/23	P	2023-12-11	2023-12-11
	CALL UBER TECHNOLOGIES INC $61 EXP 12/08/23	P	2023-12-11	2023-12-11
	CALL EXXON MOBIL CORP $105 EXP 12/08/23	P	2023-12-11	2023-12-11
	CALL ADVANCED MICRO DEVICE INC $110 EXP 12/01/23	P	2023-12-04	2023-12-04
	CALL ON HOLDING AG $29.5 EXP 12/01/23	P	2023-12-04	2023-12-04
	CALL PAYPAL HOLDINGS INCORPORA00500 $57 EXP 12/01/23	P	2023-12-04	2023-12-04
	CALL EXXON MOBIL CORP $107 EXP 12/01/23	P	2023-12-04	2023-12-04
	ADVANCED MICRO DEVIC	P	2023-10-27	2023-12-01
	CALL SOUTHWEST AIRLINES $23.5 EXP 12/01/23	P	2023-12-01	2023-12-01
	CALL PFIZER INC $31 EXP 12/01/23	P	2023-12-01	2023-12-01
	SOUTHWEST AIRLINES	P	2023-10-27	2023-11-30
	PFIZER INC	P	2023-10-27	2023-11-30
	CALL VERIZON COMMUNICATN $32 EXP 12/01/23	P	2023-11-30	2023-11-30
	VERIZON COMMUNICATN	P	2023-10-27	2023-11-29
	CALL ON HOLDING AG $28.5 EXP 11/24/23	P	2023-11-27	2023-11-27
	CALL PFIZER INC $30.5 EXP 11/24/23	P	2023-11-27	2023-11-27
	CALL PAYPAL HOLDINGS INCORPORA00500 $57 EXP 11/24/23	P	2023-11-27	2023-11-27
	CALL EXXON MOBIL CORP $107 EXP 11/24/23	P	2023-11-27	2023-11-27
	CALL ALCOA CORP $25.5 EXP 11/24/23	P	2023-11-24	2023-11-24
	CALL ADVANCED MICRO DEVICE INC $110 EXP 11/24/23	P	2023-11-24	2023-11-24
	CALL SOUTHWEST AIRLINES $23.5 EXP 11/24/23	P	2023-11-24	2023-11-24
	CALL NIKE INC $101 EXP 11/24/23	P	2023-11-24	2023-11-24
	CALL VERIZON COMMUNICATN $32 EXP 11/24/23	P	2023-11-24	2023-11-24
	CALL CROWDSTRIKE HLDGS INC $185 EXP 12/15/23	P	2023-11-20	2023-11-20
	CALL SOUTHWEST AIRLINES $23.5 EXP 11/17/23	P	2023-11-20	2023-11-20
	CALL ON HOLDING AG $27.5 EXP 11/17/23	P	2023-11-20	2023-11-20
	CALL PFIZER INC $30 EXP 11/17/23	P	2023-11-20	2023-11-20
	CALL PAYPAL HOLDINGS INCORPORA00500 $56 EXP 11/17/23	P	2023-11-20	2023-11-20
	CALL EXXON MOBIL CORP $105 EXP 11/17/23	P	2023-11-20	2023-11-20
	CALL ALCOA CORP $25.5 EXP 11/17/23	P	2023-11-17	2023-11-17
	CALL ADVANCED MICRO DEVICE INC $110 EXP 11/17/23	P	2023-11-17	2023-11-17
	CALL NIKE INC $101 EXP 11/17/23	P	2023-11-17	2023-11-17
	CALL VERIZON COMMUNICATN $32 EXP 11/17/23	P	2023-11-17	2023-11-17
	CALL SOUTHWEST AIRLINES $24.5 EXP 11/10/23	P	2023-11-13	2023-11-13
	CALL PFIZER INC $31.5 EXP 11/10/23	P	2023-11-13	2023-11-13
	CALL PAYPAL HOLDINGS INCORPORA00500 $58 EXP 11/10/23	P	2023-11-13	2023-11-13
	CALL EXXON MOBIL CORP $110 EXP 11/10/23	P	2023-11-13	2023-11-13
	CALL NIKE INC $101 EXP 11/10/23	P	2023-11-09	2023-11-09
	CALL VERIZON COMMUNICATN $32 EXP 11/10/23	P	2023-11-09	2023-11-09
	CALL SOUTHWEST AIRLINES $24 EXP 11/03/23	P	2023-11-06	2023-11-06
	CALL PFIZER INC $32 EXP 11/03/23	P	2023-11-06	2023-11-06
	CALL PAYPAL HOLDINGS INCORPORA00500 $56 EXP 11/03/23	P	2023-11-06	2023-11-06
	CALL EXXON MOBIL CORP $109 EXP 11/03/23	P	2023-11-06	2023-11-06
	CALL ALCOA CORP $25 EXP 11/03/23	P	2023-11-03	2023-11-03
	CALL ADVANCED MICRO DEVICE INC $106 EXP 11/03/23	P	2023-11-03	2023-11-03
	CALL NIKE INC $101 EXP 11/03/23	P	2023-11-03	2023-11-03
	CALL ON HOLDING AG $26 EXP 11/03/23	P	2023-11-03	2023-11-03
	CALL VERIZON COMMUNICATN $32 EXP 11/03/23	P	2023-11-03	2023-11-03
	BANK MONTREAL QUE	P	2017-03-03	2023-10-27
	JOHNSON & JOHNSON	P	2021-09-08	2023-10-27
	JOHNSON & JOHNSON	P	2021-06-09	2023-10-27
	JOHNSON & JOHNSON	P	2021-03-10	2023-10-27
	JOHNSON & JOHNSON	P	2020-12-09	2023-10-27
	JOHNSON & JOHNSON	P	2020-09-09	2023-10-27
	JOHNSON & JOHNSON	P	2020-06-10	2023-10-27
	JOHNSON & JOHNSON	P	2020-03-11	2023-10-27
	JOHNSON & JOHNSON	P	2019-12-11	2023-10-27
	JOHNSON & JOHNSON	P	2019-09-11	2023-10-27
	JOHNSON & JOHNSON	P	2019-06-12	2023-10-27
	JOHNSON & JOHNSON	P	2019-03-13	2023-10-27
	JOHNSON & JOHNSON	P	2018-12-12	2023-10-27
	JOHNSON & JOHNSON	P	2018-09-12	2023-10-27
	JOHNSON & JOHNSON	P	2018-06-13	2023-10-27
	JOHNSON & JOHNSON	P	2018-03-14	2023-10-27
	JOHNSON & JOHNSON	P	2017-12-13	2023-10-27
	JOHNSON & JOHNSON	P	2017-09-13	2023-10-27
	JOHNSON & JOHNSON	P	2017-06-14	2023-10-27
	JOHNSON & JOHNSON	P	2017-03-15	2023-10-27
	JOHNSON & JOHNSON	P	2016-12-07	2023-10-27
	JOHNSON & JOHNSON	P	2016-09-07	2023-10-27
	JOHNSON & JOHNSON	P	2016-06-08	2023-10-27
	JOHNSON & JOHNSON	P	2016-03-09	2023-10-27
	JOHNSON & JOHNSON	P	2015-12-09	2023-10-27
	JOHNSON & JOHNSON	P	2015-09-09	2023-10-27
	JOHNSON & JOHNSON	P	2015-06-10	2023-10-27
	JOHNSON & JOHNSON	P	2015-03-11	2023-10-27
	JOHNSON & JOHNSON	P	2014-12-10	2023-10-27
	JOHNSON & JOHNSON	P	2014-09-10	2023-10-27
	JOHNSON & JOHNSON	P	2014-06-11	2023-10-27
	JOHNSON & JOHNSON	P	2014-03-12	2023-10-27
	JOHNSON & JOHNSON	P	2013-12-11	2023-10-27
	JOHNSON & JOHNSON	P	2013-09-11	2023-10-27
	JOHNSON & JOHNSON	P	2013-06-12	2023-10-27
	JOHNSON & JOHNSON	P	2013-03-13	2023-10-27
	JOHNSON & JOHNSON	P	2012-12-12	2023-10-27
	JOHNSON & JOHNSON	P	2012-09-12	2023-10-27
	JOHNSON & JOHNSON	P	2012-06-13	2023-10-27
	JOHNSON & JOHNSON	P	2012-03-14	2023-10-27
	JOHNSON & JOHNSON	P	2011-12-14	2023-10-27
	JOHNSON & JOHNSON	P	2011-09-14	2023-10-27
	JOHNSON & JOHNSON	P	2011-06-15	2023-10-27
	JOHNSON & JOHNSON	P	2011-03-16	2023-10-27
	JOHNSON & JOHNSON	P	2010-12-15	2023-10-27
	JOHNSON & JOHNSON	P	2010-09-15	2023-10-27
	JOHNSON & JOHNSON	P	2010-06-16	2023-10-27
	JOHNSON & JOHNSON	P	2010-03-10	2023-10-27
	JOHNSON & JOHNSON	P	2009-12-09	2023-10-27
	JOHNSON & JOHNSON	P	2009-09-09	2023-10-27
	JOHNSON & JOHNSON	P	2009-06-10	2023-10-27
	JOHNSON & JOHNSON	P	2009-03-11	2023-10-27
	JOHNSON & JOHNSON	P	2008-12-10	2023-10-27
	JOHNSON & JOHNSON	P	2008-09-10	2023-10-27
	JOHNSON & JOHNSON	P	2008-06-11	2023-10-27
	JOHNSON & JOHNSON	P	2008-03-12	2023-10-27
	JOHNSON & JOHNSON	P	2007-12-12	2023-10-27
	JOHNSON & JOHNSON	P	2007-09-12	2023-10-27
	JOHNSON & JOHNSON	P	2007-06-13	2023-10-27
	JOHNSON & JOHNSON	P	2007-03-14	2023-10-27
	JOHNSON & JOHNSON	P	2006-12-13	2023-10-27
	JOHNSON & JOHNSON	P	2006-09-13	2023-10-27
	JOHNSON & JOHNSON	P	2006-06-14	2023-10-27
	JOHNSON & JOHNSON	P	2006-03-15	2023-10-27
	JOHNSON & JOHNSON	P	2005-12-14	2023-10-27
	MEDTRONIC PLC	P	2017-03-03	2023-10-27
	PROCTER & GAMBLE	P	2021-11-16	2023-10-27
	PROCTER & GAMBLE	P	2021-08-17	2023-10-27
	PROCTER & GAMBLE	P	2021-05-18	2023-10-27
	PROCTER & GAMBLE	P	2021-02-17	2023-10-27
	PROCTER & GAMBLE	P	2020-11-17	2023-10-27
	PROCTER & GAMBLE	P	2020-08-18	2023-10-27
	PROCTER & GAMBLE	P	2020-05-18	2023-10-27
	PROCTER & GAMBLE	P	2020-02-19	2023-10-27
	PROCTER & GAMBLE	P	2019-11-18	2023-10-27
	PROCTER & GAMBLE	P	2019-08-16	2023-10-27
	PROCTER & GAMBLE	P	2019-05-16	2023-10-27
	PROCTER & GAMBLE	P	2019-02-19	2023-10-27
	PROCTER & GAMBLE	P	2018-11-16	2023-10-27
	PROCTER & GAMBLE	P	2018-08-16	2023-10-27
	PROCTER & GAMBLE	P	2018-05-16	2023-10-27
	PROCTER & GAMBLE	P	2018-02-16	2023-10-27
	PROCTER & GAMBLE	P	2017-11-16	2023-10-27
	PROCTER & GAMBLE	P	2017-08-16	2023-10-27
	PROCTER & GAMBLE	P	2017-05-16	2023-10-27
	PROCTER & GAMBLE	P	2017-02-16	2023-10-27
	PROCTER & GAMBLE	P	2016-11-16	2023-10-27
	PROCTER & GAMBLE	P	2016-08-16	2023-10-27
	PROCTER & GAMBLE	P	2016-05-17	2023-10-27
	PROCTER & GAMBLE	P	2016-02-17	2023-10-27
	PROCTER & GAMBLE	P	2015-11-17	2023-10-27
	PROCTER & GAMBLE	P	2015-08-18	2023-10-27
	PROCTER & GAMBLE	P	2015-05-18	2023-10-27
	PROCTER & GAMBLE	P	2015-02-18	2023-10-27
	PROCTER & GAMBLE	P	2014-11-18	2023-10-27
	PROCTER & GAMBLE	P	2014-08-18	2023-10-27
	PROCTER & GAMBLE	P	2014-05-16	2023-10-27
	PROCTER & GAMBLE	P	2014-02-19	2023-10-27
	PROCTER & GAMBLE	P	2013-11-18	2023-10-27
	PROCTER & GAMBLE	P	2013-08-16	2023-10-27
	PROCTER & GAMBLE	P	2013-05-16	2023-10-27
	PROCTER & GAMBLE	P	2013-02-19	2023-10-27
	PROCTER & GAMBLE	P	2012-11-16	2023-10-27
	PROCTER & GAMBLE	P	2012-08-16	2023-10-27
	PROCTER & GAMBLE	P	2012-05-16	2023-10-27
	PROCTER & GAMBLE	P	2012-02-16	2023-10-27
	PROCTER & GAMBLE	P	2011-11-16	2023-10-27
	PROCTER & GAMBLE	P	2011-08-16	2023-10-27
	PROCTER & GAMBLE	P	2011-05-17	2023-10-27
	PROCTER & GAMBLE	P	2011-02-16	2023-10-27
	PROCTER & GAMBLE	P	2010-11-16	2023-10-27
	PROCTER & GAMBLE	P	2010-08-17	2023-10-27
	PROCTER & GAMBLE	P	2010-05-18	2023-10-27
	PROCTER & GAMBLE	P	2010-02-17	2023-10-27
	PROCTER & GAMBLE	P	2009-11-17	2023-10-27
	PROCTER & GAMBLE	P	2009-08-18	2023-10-27
	PROCTER & GAMBLE	P	2009-05-18	2023-10-27
	PROCTER & GAMBLE	P	2009-02-18	2023-10-27
	PROCTER & GAMBLE	P	2008-11-17	2023-10-27
	PROCTER & GAMBLE	P	2008-08-18	2023-10-27
	PROCTER & GAMBLE	P	2008-05-16	2023-10-27
	PROCTER & GAMBLE	P	2008-02-19	2023-10-27
	PROCTER & GAMBLE	P	2007-11-16	2023-10-27
	PROCTER & GAMBLE	P	2007-08-16	2023-10-27
	PROCTER & GAMBLE	P	2007-05-16	2023-10-27
	PROCTER & GAMBLE	P	2007-02-16	2023-10-27
	PROCTER & GAMBLE	P	2006-11-16	2023-10-27
	PROCTER & GAMBLE	P	2006-08-16	2023-10-27
	PROCTER & GAMBLE	P	2006-05-16	2023-10-27
	SCHWAB US DIVIDEND EQUITY ETF	P	2022-12-08	2023-10-27
	SCHWAB US DIVIDEND EQUITY ETF	P	2021-09-28	2023-10-27
	SCHWAB US DIVIDEND EQUITY ETF	P	2020-06-01	2023-10-27
	CHARLES SCHWAB US REIT ETF	P	2022-12-08	2023-10-27
	CHARLES SCHWAB US REIT ETF	P	2020-07-02	2023-10-27
	CHARLES SCHWAB US REIT ETF	P	2020-06-01	2023-10-27
	SPDR S&P 500 ETF	P	2020-06-11	2023-10-27
	SPDR S&P 500 ETF	P	2020-05-27	2023-10-27
	SPDR S&P 500 ETF	P	2020-04-09	2023-10-27
	SCHWAB S&P 500 INDEX	P	2022-12-12	2023-10-27
	SCHWAB S&P 500 INDEX	P	2021-12-10	2023-10-27
	SCHWAB S&P 500 INDEX	P	2021-12-10	2023-10-27
	SCHWAB S&P 500 INDEX	P	2020-12-18	2023-10-27
	SCHWAB S&P 500 INDEX	P	2019-12-20	2023-10-27
	SCHWAB S&P 500 INDEX	P	2019-12-20	2023-10-27
	SCHWAB S&P 500 INDEX	P	2018-12-28	2023-10-27
	SCHWAB S&P 500 INDEX	P	2018-12-21	2023-10-27
	SCHWAB S&P 500 INDEX	P	2018-12-21	2023-10-27
	SCHWAB S&P 500 INDEX	P	2018-12-21	2023-10-27
	SCHWAB S&P 500 INDEX	P	2017-12-18	2023-10-27
	SCHWAB S&P 500 INDEX	P	2017-12-18	2023-10-27
	SCHWAB S&P 500 INDEX	P	2017-03-03	2023-10-27
	A T & T INC	P	2022-02-02	2023-10-27
	A T & T INC	P	2021-11-02	2023-10-27
	A T & T INC	P	2021-11-02	2023-10-27
	A T & T INC	P	2021-08-03	2023-10-27
	A T & T INC	P	2021-05-04	2023-10-27
	A T & T INC	P	2021-02-02	2023-10-27
	A T & T INC	P	2020-11-03	2023-10-27
	A T & T INC	P	2020-08-04	2023-10-27
	A T & T INC	P	2020-05-04	2023-10-27
	A T & T INC	P	2020-02-04	2023-10-27
	A T & T INC	P	2019-11-04	2023-10-27
	A T & T INC	P	2019-08-02	2023-10-27
	A T & T INC	P	2019-05-02	2023-10-27
	A T & T INC	P	2019-02-04	2023-10-27
	A T & T INC	P	2018-11-02	2023-10-27
	A T & T INC	P	2018-08-02	2023-10-27
	A T & T INC	P	2018-05-02	2023-10-27
	A T & T INC	P	2018-02-02	2023-10-27
	A T & T INC	P	2017-11-02	2023-10-27
	A T & T INC	P	2017-08-02	2023-10-27
	A T & T INC	P	2017-05-02	2023-10-27
	A T & T INC	P	2017-03-03	2023-10-27
	ISHARES CORE US REIT ETF	P	2020-03-12	2023-10-27
	VANGUARD HIGH DIVIDEND YIELD ETF	P	2020-04-01	2023-10-27
	VERIZON COMMUNICATN	P	2022-02-02	2023-10-27
	VERIZON COMMUNICATN	P	2021-11-02	2023-10-27
	VERIZON COMMUNICATN	P	2021-08-04	2023-10-27
	VERIZON COMMUNICATN	P	2021-08-04	2023-10-27
	VERIZON COMMUNICATN	P	2021-05-04	2023-10-27
	VERIZON COMMUNICATN	P	2021-02-02	2023-10-27
	VERIZON COMMUNICATN	P	2020-11-03	2023-10-27
	VERIZON COMMUNICATN	P	2020-08-04	2023-10-27
	VERIZON COMMUNICATN	P	2020-05-04	2023-10-27
	VERIZON COMMUNICATN	P	2020-02-04	2023-10-27
	VERIZON COMMUNICATN	P	2019-11-04	2023-10-27
	VERIZON COMMUNICATN	P	2019-08-02	2023-10-27
	VERIZON COMMUNICATN	P	2019-05-02	2023-10-27
	VERIZON COMMUNICATN	P	2019-02-04	2023-10-27
	VERIZON COMMUNICATN	P	2018-11-02	2023-10-27
	VERIZON COMMUNICATN	P	2018-08-02	2023-10-27
	VERIZON COMMUNICATN	P	2018-05-02	2023-10-27
	VERIZON COMMUNICATN	P	2018-02-02	2023-10-27
	VERIZON COMMUNICATN	P	2017-11-02	2023-10-27
	VERIZON COMMUNICATN	P	2017-08-02	2023-10-27
	VERIZON COMMUNICATN	P	2017-05-02	2023-10-27
	VERIZON COMMUNICATN	P	2017-03-03	2023-10-27
	WARNER BROTHERS DISC	P	2022-02-02	2023-10-27
	WARNER BROTHERS DISC	P	2021-11-02	2023-10-27
	WARNER BROTHERS DISC	P	2021-11-02	2023-10-27
	WARNER BROTHERS DISC	P	2021-08-03	2023-10-27
	WARNER BROTHERS DISC	P	2021-05-04	2023-10-27
	WARNER BROTHERS DISC	P	2021-02-02	2023-10-27
	WARNER BROTHERS DISC	P	2020-11-03	2023-10-27
	WARNER BROTHERS DISC	P	2020-08-04	2023-10-27
	WARNER BROTHERS DISC	P	2020-05-04	2023-10-27
	WARNER BROTHERS DISC	P	2020-02-04	2023-10-27
	WARNER BROTHERS DISC	P	2019-11-04	2023-10-27
	WARNER BROTHERS DISC	P	2019-08-02	2023-10-27
	WARNER BROTHERS DISC	P	2019-05-02	2023-10-27
	WARNER BROTHERS DISC	P	2019-02-04	2023-10-27
	WARNER BROTHERS DISC	P	2018-11-02	2023-10-27
	WARNER BROTHERS DISC	P	2018-08-02	2023-10-27
	WARNER BROTHERS DISC	P	2018-05-02	2023-10-27
	WARNER BROTHERS DISC	P	2018-02-02	2023-10-27
	WARNER BROTHERS DISC	P	2017-11-02	2023-10-27
	WARNER BROTHERS DISC	P	2017-08-02	2023-10-27
	WARNER BROTHERS DISC	P	2017-05-02	2023-10-27
	WARNER BROTHERS DISC	P	2017-03-03	2023-10-27
	VANGUARD INTERNATNL HGH DIV YLD ETF	P	2020-04-16	2023-09-29
	Rounding	P	2021-01-01	2023-12-31

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	103	3	100
b	73	5	68
c	295	275	20
d	49	3	46
e	55	3	52
	1,309	1,667	-358
	136		136
	5,819	1,388	4,431
	2,072	3,876	-1,804
	1,228	1,187	41
	245	235	10
	125	3	122
	41	5	36
	16,909	11,713	5,196
	1,212	764	448
	1,994	5,307	-3,313
	1,259	3,632	-2,373
	241		241
	18,598	15,093	3,505
	276	74	202
	400	165	235
	75	7	68
	157	2,084	-1,927
	97	1,198	-1,101
	508	1,301	-793
	685	1,202	-517
	651	18	633
	122	38	84
	121	500	-379
	95	369	-274
	83	141	-58
	97	3	94
	1,362	1,079	283
	136	205	-69
	121	707	-586
	135	3	132
	12,075	9,602	2,473
	660	814	-154
	132	33	99
	10,192	8,906	1,286
	15,153	15,043	110
	2,648	2,978	-330
	18,920	16,698	2,222
	171	74	97
	67	73	-6
	196	5	191
	81	3	78
	509	557	-48
	1,019	1,349	-330
	424	632	-208
	1,305	1,335	-30
	2,048	2,678	-630
	789	2,541	-1,752
	66	382	-316
	1,186	172	1,014
	77	8	69
	85	188	-103
	61	45	16
	695	373	322
	275	992	-717
	1,745	1,279	466
	1,872	2,059	-187
	58	10	48
	122	8	114
	91	5	86
	137	3	134
	961	1,719	-758
	1,922	1,877	45
	18	34	-16
	57	13	44
	190	104	86
	93	33	60
	82	573	-491
	76	255	-179
	75	911	-836
	136	1,248	-1,112
	747	1,927	-1,180
	3,636	3,767	-131
	37	44	-7
	61	69	-8
	60	66	-6
	62	65	-3
	63	65	-2
	112	114	-2
	114	107	7
	109	106	3
	118	105	13
	107	105	2
	103	99	4
	96	98	-2
	101	97	4
	113	97	16
	96	90	6
	91	89	2
	97	89	8
	96	88	8
	95	83	12
	109	83	26
	100	82	18
	102	82	20
	103	76	27
	107	75	32
	115	75	40
	109	74	35
	101	69	32
	93	68	25
	95	68	27
	94	67	27
	98	63	35
	97	63	34
	102	62	40
	106	62	44
	105	57	48
	115	56	59
	119	56	63
	125	55	70
	114	51	63
	168	73	95
	294	129	165
	278	128	150
	302	120	182
	274	119	155
	282	118	164
	289	117	172
	237	105	132
	236	105	131
	247	104	143
	267	103	164
	287	96	191
	237	95	142
	191	94	97
	207	94	113
	194	84	110
	215	101	114
	234	100	134
	235	99	136
	213	89	124
	195	89	106
	200	88	112
	208	88	120
	188	77	111
	75	31	44
	3,395	4,005	-610
	52	53	-1
	109	108	1
	115	107	8
	110	97	13
	99	96	3
	103	96	7
	120	95	25
	190	163	27
	196	162	34
	199	161	38
	218	160	58
	226	153	73
	236	152	84
	268	150	118
	298	149	149
	252	142	110
	232	141	91
	222	140	82
	235	139	96
	216	134	82
	233	133	100
	223	132	91
	236	131	105
	230	128	102
	248	127	121
	246	126	120
	228	125	103
	207	121	86
	200	120	80
	211	119	92
	215	118	97
	204	109	95
	188	108	80
	197	108	89
	196	107	89
	188	99	89
	216	98	118
	215	97	118
	220	97	123
	321	142	179
	326	140	186
	644	269	375
	584	267	317
	560	243	317
	556	242	314
	585	240	345
	547	238	309
	504	216	288
	503	214	289
	597	212	385
	600	211	389
	553	190	363
	444	189	255
	386	188	198
	410	187	223
	359	162	197
	327	162	165
	368	161	207
	376	160	216
	317	141	176
	325	140	185
	339	140	199
	36	14	22
	9,157	10,467	-1,310
	1,003	1,129	-126
	26,134	20,543	5,591
	2,421	2,857	-436
	1,782	1,906	-124
	1,850	1,980	-130
	6,155	4,662	1,493
	6,155	4,497	1,658
	6,976	4,780	2,196
	311	293	18
	224	133	91
	18	11	7
	340	202	138
	33	20	13
	322	191	131
	24	14	10
	4	2	2
	81	48	33
	380	225	155
	7	4	3
	301	179	122
	17,359	10,303	7,056
	8	10	-2
	7	9	-2
	12	16	-4
	17	24	-7
	15	24	-9
	16	23	-7
	16	23	-7
	15	23	-8
	15	22	-7
	11	22	-11
	10	21	-11
	12	21	-9
	13	21	-8
	13	20	-7
	12	20	-8
	12	19	-7
	11	19	-8
	9	19	-10
	10	18	-8
	9	18	-9
	9	18	-9
	696	1,516	-820
	1,546	1,493	53
	16,276	11,172	5,104
	23	37	-14
	9	14	-5
	2	3	-1
	21	35	-14
	21	37	-16
	23	37	-14
	21	37	-16
	21	36	-15
	21	35	-14
	20	35	-15
	19	34	-15
	20	33	-13
	19	33	-14
	20	33	-13
	19	32	-13
	20	31	-11
	21	31	-10
	19	31	-12
	21	30	-9
	20	29	-9
	21	29	-8
	1,674	2,503	-829
	1	3	-2
	1	3	-2
	2	5	-3
	3	7	-4
	2	7	-5
	2	7	-5
	3	7	-4
	2	7	-5
	2	7	-5
	2	7	-5
	2	7	-5
	2	6	-4
	2	6	-4
	2	6	-4
	2	6	-4
	2	6	-4
	2	6	-4
	1	6	-5
	2	6	-4
	1	5	-4
	1	5	-4
	104	445	-341
	20,725	15,336	5,389
	33		33

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			100
b			68
c			20
d			46
e			52
			-358
			136
			4,431
			-1,804
			41
			10
			122
			36
			5,196
			448
			-3,313
			-2,373
			241
			3,505
			202
			235
			68
			-1,927
			-1,101
			-793
			-517
			633
			84
			-379
			-274
			-58
			94
			283
			-69
			-586
			132
			2,473
			-154
			99
			1,286
			110
			-330
			2,222
			97
			-6
			191
			78
			-48
			-330
			-208
			-30
			-630
			-1,752
			-316
			1,014
			69
			-103
			16
			322
			-717
			466
			-187
			48
			114
			86
			134
			-758
			45
			-16
			44
			86
			60
			-491
			-179
			-836
			-1,112
			-1,180
			-131
			-7
			-8
			-6
			-3
			-2
			-2
			7
			3
			13
			2
			4
			-2
			4
			16
			6
			2
			8
			8
			12
			26
			18
			20
			27
			32
			40
			35
			32
			25
			27
			27
			35
			34
			40
			44
			48
			59
			63
			70
			63
			95
			165
			150
			182
			155
			164
			172
			132
			131
			143
			164
			191
			142
			97
			113
			110
			114
			134
			136
			124
			106
			112
			120
			111
			44
			-610
			-1
			1
			8
			13
			3
			7
			25
			27
			34
			38
			58
			73
			84
			118
			149
			110
			91
			82
			96
			82
			100
			91
			105
			102
			121
			120
			103
			86
			80
			92
			97
			95
			80
			89
			89
			89
			118
			118
			123
			179
			186
			375
			317
			317
			314
			345
			309
			288
			289
			385
			389
			363
			255
			198
			223
			197
			165
			207
			216
			176
			185
			199
			22
			-1,310
			-126
			5,591
			-436
			-124
			-130
			1,493
			1,658
			2,196
			18
			91
			7
			138
			13
			131
			10
			2
			33
			155
			3
			122
			7,056
			-2
			-2
			-4
			-7
			-9
			-7
			-7
			-8
			-7
			-11
			-11
			-9
			-8
			-7
			-8
			-7
			-8
			-10
			-8
			-9
			-9
			-820
			53
			5,104
			-14
			-5
			-1
			-14
			-16
			-14
			-16
			-15
			-14
			-15
			-15
			-13
			-14
			-13
			-13
			-11
			-10
			-12
			-9
			-9
			-8
			-829
			-2
			-2
			-3
			-4
			-5
			-5
			-4
			-5
			-5
			-5
			-5
			-4
			-4
			-4
			-4
			-4
			-4
			-5
			-4
			-4
			-4
			-341
			5,389
			33

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	39,474
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3	-3,851

Part V

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

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	620
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	620
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	620
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content		8	2
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	622
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax0	Refunded	11

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

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

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

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

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

on foundation managers. right arrow

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

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

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

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

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

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

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

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

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

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

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

Yes

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

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

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

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

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

Yes

Website address right arrow

N/A

The books are in care of right arrow

Kimberley Alexander Telephone no. right arrow

(480) 963-3780

Located at right arrow

2730 E Capricorn PlaceChandlerAZ ZIP+4 right arrow

85249

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

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)

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

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

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

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

1a(2)

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

1a(3)

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

1a(4)

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........

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

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

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2023?....................

If "Yes," list the years right arrow

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

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

20, 20, 20, 20

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

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

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

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

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..

Form 990-PF (2023)

Page 6

Part VI-B

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

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

Yes

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

5a(1)

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

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

5a(2)

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

5a(3)

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

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

5a(4)

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

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

5a(5)

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

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

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

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

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

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

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

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
Kimberley Alexander	Trustee 2.00	0
2730 E Capricorn Place Chandler,AZ85249	Trustee 2.00	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









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

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 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	Orphanage Support	1,500
2	Human Trafficking	13,500
3	Rehabilitation Program Support	536
4	Tuition Support	3,000

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 arrow

Form 990-PF (2023)

Page 8

Part IX

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

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

purposes:

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

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

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

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

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

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

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

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

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

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

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

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

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

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

Tax on investment income for 2022 from Part V, line 5.......

Income tax for 2022. (This does not include the tax from Part V.) ...

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

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

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

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

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

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

Part XI

Qualifying Distributions (see instructions)

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

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

18,536

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

18,536

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
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......
b Total for prior years:20 , 20, 20
3 Excess distributions carryover, if any, to 2022:
a From 2018......
b From 2019......
c From 2020......
d From 2021......
e From 2022......
f Total of lines 3a through e ........
4Qualifying distributions for 2023 from Part
XI, line 4: $
a Applied to 2022, but not more than line 2a
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........
d Applied to 2023 distributable amount.....
e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to 2023.
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2022. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2023. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2024 ..........
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......
8 Excess distributions carryover from 2018 not applied on line 5 or line 7 (see instructions) ...
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......
10 Analysis of line 9:
a Excess from 2019....
b Excess from 2020....
c Excess from 2021....
d Excess from 2022....
e Excess from 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 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2023	(b) 2022	(c) 2021	(d) 2020	(e) Total
	0				0
b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....	18,536	6,700	4,500	3,250	32,986
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 ....	18,536	6,700	4,500	3,250	32,986
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......	319,027	300,694	141,212		760,933
(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 ..					0
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

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

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

Kimberley Alexander
2730 E Capricorn Place
Chandler,AZ85249
(480) 963-3780

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

No specific application.

cAny submission deadlines:

N/A

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

No specific restrictions or limitations on awards.

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
Teen Challenge of AZ 8464 N Oracle Rd Tucson,AZ85704		PC	Rehabilitation Program support	536
Casa Esperanza 130 N Hamilton Street Chandler,AZ85225		NC	Orphanage Support	1,500
Agape International Missions 2000 Opportunity Dr 100 Roseville,CA95678		PC	Human trafficking	13,500
Point Loma Nazarene University Hono 3900 Lomaland Drive San Diego,CA92106		NC	Tuition assistance	3,000
Total ................................. 3a				18,536

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....			14	6,930
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 ............					39,474
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				6,930	39,474

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

46,404

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

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2023)

Page 13

Part XVI

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

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

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

If "Yes," complete the following schedule.

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

Sign Here

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

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

Form 990-PF (2023)

Additional Data

Software ID:	23017517
Software Version:	2023v5.1

Form 990PF - Special Condition Description:

Special Condition Description

Name of Stock	End of Year Book Value	End of Year Fair Market Value
AT & T	16,780	16,780
Apple	77,012	77,012
Bank of America Corp	16,835	16,835
Crowdstrike Hldgs Inc	25,532	25,532
Datadog Inc	24,276	24,276
Exxon Mobil Corp	19,996	19,996
Ford Motor Co	10,971	10,971
Las Vegas Sands Corp	14,763	14,763
Nike Inc	21,714	21,714
On Holding AG	18,879	18,879
Uber Technologies Inc	12,314	12,314

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
Call AT&T	FMV	365	365
Call Bank of America	FMV	1,109	1,109
Call Crowdstrike Hldgs	FMV	5,380	5,380
Call Datadog Inc	FMV	2	2
Call Exxon Mobil Corp	FMV	2	2
Call Ford Motor Co	FMV	1,532	1,532
Call Las Vegas Sands	FMV	3	3
Call Nike Inc	FMV	1,195	1,195
Call Uber Technologies	FMV	2	2
Cliffwater Corporate Len	FMV	23,704	23,704

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Brokerage Fees - LPL	1,376	1,376	0	0
Brokerage Fees - Schwab	369	369	0	0

Category	Amount	Net Investment Income
Foreign Taxes - LPL	38	38
Foreign Taxes - Schwab	13	13
Income Tax	40