Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
IKE NIZAM FOUNDATION INC
% LAURIE FELLER
Number and street (or P.O. box number if mail is not delivered to street address)1924 PARADE DRIVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BRENTWOOD, TN37027
A Employer identification number

82-3743492
B Telephone number (see instructions)

(602) 267-1111
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$5,110,854
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,483,169
2 Check right arrow.............
3 Interest on savings and temporary cash investments 57,489 57,489  
4 Dividends and interest from securities... 231,270 231,270  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 307,256
b Gross sales price for all assets on line 6a 5,593,538
7 Capital gain net income (from Part IV, line 2)... 307,256
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........ 2,079,184 596,015  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 48,000 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 8,654 0   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 16,730 2,197   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 51,250 51,250   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 124,634 53,447   0
25 Contributions, gifts, grants paid....... 466,283 466,283
26 Total expenses and disbursements. Add lines 24 and 25 590,917 53,447   466,283
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,488,267
b Net investment income (if negative, enter -0-) 542,568
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 5,219,772 290,708 290,708
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 2,420,536 0 0
b Investments—corporate stock (attach schedule)....... 4,682,285 Click to see attachment
List of Attached Documents:
// Content
8,081,982
0
c Investments—corporate bonds (attach schedule)....... 760,045 Click to see attachment
List of Attached Documents:
// Content
760,045
0
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 626,845 Click to see attachment
List of Attached Documents:
// Content
4,820,146
4,820,146
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,709,483 13,952,881 5,110,854
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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........ 290,563 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 13,418,920 13,952,881
29 Total net assets or fund balances (see instructions)..... 13,709,483 13,952,881
30 Total liabilities and net assets/fund balances (see instructions). 13,709,483 13,952,881
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
13,709,483
2
Enter amount from Part I, line 27a .....................
2
1,488,267
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
15,197,750
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,244,869
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
13,952,881
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.)
1 a CHARLES SCHWAB #9750 (VARIOUS)      
b CHARLES SCHWAB #9750 -US TREASRY REDEMPTION P   2023-03-30
c CHARLES SCHWAB #9750--VCMIX     2023-07-28
d CHARLES SCHWAB #9750--VCMIX     2023-10-27
e SCHWAB# 8016--US TREAS REDEMPTION P   2023-07-13
SCHWAB# 8016--US TREAS REDEMPTION P   2023-10-02
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,835,336   1,522,665 312,671
b 1,000,000   1,000,000 0
c 141,459   163,033 -21,574
d 89,540   100,584 -11,044
e 1,250,000   1,250,000 0
1,250,000   1,250,000 0
27,203     27,203
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       312,671
b       0
c       -21,574
d       -11,044
e       0
      0
      27,203
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 2 307,256
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 7,542
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 7,542
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 7,542
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 13,743
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 13,743
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 145
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 6,056
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow6,056 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 arrowWI
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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 arrowN/A
14
The books are in care ofright arrowLAURIE FELLER Telephone no.right arrow (602) 267-1111

Located atright arrow2425 SOUTH 21ST STREETPHOENIXAZ ZIP+4right arrow85034
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
LAURIE FELLER PRESIDENT / DIRECTOR
10.00
48,000 0 0
1924 PARADE DRIVE
BRENTWOOD,TN37027
AMIR NIZAM VICE PRESIDENT/ DIRECTOR
0.10
0 0 0
4549 E CALLE TUBERIA
PHOENIX,AZ85018
RIAD NIZAM TREASURER/DIRECTOR
0.10
0 0 0
6202 E CALLE ROSA
SCOTTSDALE,AZ85251
SAM NIZAM SECRETARY/DIRECTOR
0.10
0 0 0
291 CLIFF VALLEY DR
LAS VEGAS,NV89148
BASEL NIZAM DIRECTOR
0.10
0 0 0
15 CHATELAINE
NEWPORT COAST,CA92657
JAMIL NIZAM DIRECTOR
0.10
0 0 0
10120 S EASTERN AVE SUITE 227
HENDERSON,NV89052
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (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
12,260,177
b
Average of monthly cash balances.......................
1b
782,471
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
13,042,648
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
13,042,648
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
195,640
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
12,847,008
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
642,350
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
642,350
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
7,542
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,542
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
634,808
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
634,808
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
634,808
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
466,283
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
466,283
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 7 634,808
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 414,439
b Total for prior years:20 , 20, 20 0
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 ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 466,283
a Applied to 2022, but not more than line 2a 414,439
b Applied to undistributed income of prior years
(Election required—see instructions).....
0
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2023 distributable amount..... 51,844
e Remaining amount distributed out of corpus 0
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 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 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 ..........
582,964
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 ......
0
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)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
LAURIE FELLER
2425 S 21ST STREET
PHOENIX,AZ85034
(000) 000-0000
bThe form in which applications should be submitted and information and materials they should include:
LETTER EXPLAINING REASON FOR REQUEST AND VERIFICATION OF CHARITABLE STATUS, ETC.
cAny submission deadlines:
N/A
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
N/A
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

346 PARENTS ASSOCIATION TOTAL

5041 SW 10TH ST
PLANTATION,FL333174406
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 1,350

AFRICAN AMERICAN COMMUNITY SERVICE AGENCY

304 N 6TH STREET
SAN JOSE,CA95112
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 9,000

ALS ASSOCIATION

1919 UNIVERSITY AVE W 175
ST PAUL,MN55104
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 750

ALZHEIMER'S ASSOCIATION

322 EIGHT AVE 16TH FLR
NEW YORK,NY10001
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 1,200

AMERICAN CANCER SOCIETY

270 PEACHTREE ST STE 1300
ATLANTA,GA30303
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 300

AMERICAN HEART ASSOCIATION

7272 GREENVILLE AVE
DALLAS,TX75231
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 1,050

AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS

PO BOX 96929
WASHINGTON,DC200906929
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 3,333

ARIZONA HELPING HANDS

3110 EAST THUNDERBIRD ROAD
PHOENIX,AZ85032
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 3,500

ARIZONA HUMANE SOCIETY

1521 W DOBBINS ROAD
PHOENIX,AZ85041
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 2,500

BELLE HAVEN ACTION

1371 HOLLYBURNE AVE
MENLO PARK,CA940251309
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 5,000

BEST CHRISTMAS EVER

PO BOX 439
CLOQUET,MN55720
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 10,000

BROWN COUNTY HEALTH AND WELLNESS ASSOC

PO BOX 601
GEORGETOWN,OH45121
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 1,000

CARMLELINA VALDEZ

3435 CONOVER DR
ROCKFORD,IL61114
N/A I TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 8,000

CHRISTIAN FONTICOBA

2511 SW 99TH WAY
MIRAMAR,FL33025
N/A I TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 8,000

CITY OF HOPE

43 BROAD STREET SUITE C300
HUDSON,MA01749
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 1,500

COMP-U-DOPT

1602 AIRLINE DRIVE
HOUSTON,TX77009
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 5,000

CONCERN FOR NEIGHBORS FOOD BANK

4700 228TH ST SW
MOUNTLALE TERRACE,WA98043
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 2,500

CONTRACTORS FOR KIDS

20 PEACHTREE COURT SUITE 103-L
HOLBROOK,NY11741
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 10,000

COURTHOUSE SQUARE ASSOCIATION

420 N WATER ST
GEORGETOWN,OH45121
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 1,000

DOCTORS WITHOUT BORDERS

40 RECTOR STREET 16TH FLOOR
NEW YORK,NY10006
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 3,000

DONORS CHOOSE

134 WEST 37 ST 11 FL
NEW YORK,NY10018
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 1,491

EL PASO COMMUNITY FOUNDATION

PO BOX 272
EL PASO,TX79943
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 7,500

FEEDING SOUTH FLORIDA

2501 SW 32 TERRACE
PEMBROKE PARK,FL33023
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 3,333

FLORIDA EXOTIC

8933 CASPER AVE
HUDSON,FL34667
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 2,000

FOX TUCSON THEATER

PO BOX 1008
TUCSON,AZ85702
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 750

FREE ARTS FOR ABUSED KIDS

352 E CAMELBACK RD STE 100
PHOENIX,AZ85012
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 3,000

GABRIELLE HARRIS

1497 ORSMBY DR
SUNNYVALE,CA94087
N/A I TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 8,000

GENTRY FOUNDATION

7204 N 16TH ST
PASADENA,AZ85020
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 5,000

GEORGETOWN VOLUNTEER FIRE DEPT

301 SOUTH MAIN STREET
GEORGETOWN,OH45121
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 1,500

GEORGETOWN VOLUNTEER LIFE SQUAD

821 MT ORAB PIKE
GEORGETOWN,OH45121
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 2,500

GLASLIGHT THEATER ASSOC

PO BOX 579
GEORGETOWN,OH45121
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 2,000

HAILEY FARRELL

998 CARRIAGE LN
CHASKA,MN55318
N/A I TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 8,000

HUMANE ANIMAL WELFARE SOCIETY

701 NORTHVIEW ROAD
WAUKESHA,WI53188
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 10,000

INNOCENCE PROJECT

40 WORTH STREET SUITE 701
NEW YORK,NY10013
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 2,000

INNOVIA FOUNDATION

818 W RIVERSIDE AVE STE 650
SPOKANE,WA99201
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 500

INTERNATIONAL ASSOCIATION FOR SUICIDE PREVENTION

6218 GEORGIA AVENUE NW SUITE 1 PMB
3024
WASHINGTON,DC20011
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 300

ISLAMIC COMMUNITY CENTER OF TEMPE

131 E 6TH ST
TEMPE,AZ85281
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 300

JOANNA CUEVAS

1828 HULIH ST
ROCKFORD,IL61102
N/A I TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 8,000

KIMBERLY MARQUEZ CHAVEZ

8224 W ENCINAS LN
PHOENIX,AZ85043
N/A I TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 8,000

KUTZTOWN UNIVERSITY FOUNDATION

PO BOX 151
KUTZTOWN,PA195300151
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 5,000

LEAD EXPOSURE ELIMINATION PROJECT INC

5251 N ROCKWELL ST APT 3
CHICAGO,IL606251020
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 300

MAGGIE'S PLACE

4001 N 30TH STREET
PHOENIX,AZ85016
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 2,500

MARYS PLACE

PO BOX 1711
SEATTLE,WA98111
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 3,500

MAUI FOOD BANK

760 KOLU ST
WAILUKU,HI96793
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 1,500

MEALS ON WHEELS

5320 NORTH BOULEVARD
TAMPA,FL33603
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 8,000

MICHAEL ASPIRAS

10571 E PALOMINO RD
SCOTTSDALE,AZ85258
N/A I TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 4,000

MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH

PO BOX 5014
HAGERSTOWN,MD21741
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 750

MJ FOUNDATION

PO BOX 3430
CARMEL,IN46082
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 1,000

MORGAN WIXSON THEATER

2627 PICO BOULEVARD
SANTA MONICA,CA90405
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 3,000

NOAHS ARK ANIMAL RESCUE

111 N 1ST ST
ROCKFORD,IL611073947
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 3,000

NOURISHING NETWORK

16540 NE 80TH ST
REDMOND,WA98052
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 3,500

OCEANA

1025 CONNECTICUT AVE NW 2ND FLR
WASHINGTON,DC20036
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 151

OUTRIGHT INTERNATIONAL

216 E 45TH STREET 17TH FLOOR
NEW YORK,NY10017
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 1,035

PANCREATIC CANCER ACTION NETWORK

1500 ROSECRANS AVENUE SUITE 200
MANHATTAN BEACH,CA90266
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 900

PHOENIX CHILDREN'S HOSPITAL FOUNDATION

2929 E CAMELBACK ROAD
PHOENIX,AZ85016
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 2,500

ROCK RIVER VALLEY FOOD PANTRY

1080 SHORT ELM ST
ROCKFORD,IL61102
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 3,000

ROTARY CLUB OF HERSHEY

PO BOX 326
HERSHEY,PA17033
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 5,000

SADR FOUNDATION

4241 MAPLE ST
DEARBORN,MI481263826
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 1,200

SALVATION ARMY SW DIVISION

4241 MAPLE ST
DEARBORN,MI481263826
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 3,000

SARRC

300 NORTH 18TH STREET
PHOENIX,AZ85006
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 462

SAVE THE CHILDREN

501 KINGS HIGHWAY EAST SUITE 400
FAIRFIELD,CT06825
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 3,640

ST JUDE

501 ST JUDE PLACE
MEMPHIS,TN38105
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 5,000

ST VINCENT DE PAUL

PO BOX 13600
PHOENIX,AZ85002
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 3,000

THE FONDY FOOD CENTER

1617 W NORTH AVE 4
MILWAUKEE,WI53205
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 750

TOYS FOR TOTS FOUNDATION

18251 QUANTICO GATEWAY DR
TRIANGLE,VA22172
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 9,000

TYLER KLOPP

12765 CENTER AVENUE
SAN MARTIN,CA95046
N/A I TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 8,000

UCLA FOUNDATION

PO BOX 7145
PASADENA,CA91109
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 213,000

UMOM NEW DAY CENTERS

3333 EAST VAN BUREN STREET
PHOENIX,AZ85008
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 1,300

UNITED WAY VALLEY OF THE SUN

3200 E CAMELBACK RD 375
PHOENIX,AZ85018
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 10,138

VEAP (VOLUNTEERS ENLISTED TO ASSIST PEOPLE)

9600 ALDRICH AVENUE SOUTH
BLOOMINGTON,MN85016
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 750

WISCONSIN HUMANE SOCIETY

4500 W WISCONSIN AVE
MILWAUKEE,WI53208
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 5,000

WORLD CENTRAL KITCHEN

200 MASSACHUSETTS AVE NW 7TH FLOOR
WASHINGTON,DC20001
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 750

WOUNDED WARRIOR

4899 BELFORT ROAD STE 300
JACKSONVILLE,FL32256
N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 500
Total .................................right arrow 3a 466,283
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
        57,489
4 Dividends and interest from securities ....         231,270
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 ............
        307,256
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) .. 0 0 596,015
13Total. Add line 12, columns (b), (d), and (e)..................
13
596,015
(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.)
3 INTEREST INCOME RECEIVED FROM DONATED SECURITIES, TO FUND FOUNDATION'S
3 PURPOSE OF PROMOTING AND SUPPORTING CHARITABLE ORGANIZATIONS
4 DIVIDEND INCOME RECEIVED FROM DONATED SECURITIES, TO FUND FOUNDATION'S
4 PURPOSE OF PROMOTING AND SUPPORTING CHARITABLE ORGANIZATIONS
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:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
IKE NIZAM FOUNDATION INC
% LAURIE FELLER
Employer identification number

82-3743492
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
IKE NIZAM FOUNDATION INC
% LAURIE FELLER
Employer identification number
82-3743492
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
MASTER ELECTRONICS
 
1220 OLYMPIC BLVD
 
SANTA MONICA, CA90404

$ 500,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
WALDOM ELECTRONICS
 
1801 MORGAN ST
 
ROCKFORD, IL61102

$ 250,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
3
IHSAN NIZAM
1220 OLYMPIC BLVD
 
SANTA MONICA, CA90404

$ 282,400


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
4
IHSAN NIZAM
1220 OLYMPIC BLVD
 
SANTA MONICA, CA90404

$ 136,509


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
5
IHSAN NIZAM
1220 OLYMPIC BLVD
 
SANTA MONICA, CA90404

$ 167,240


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
6
IHSAN NIZAM
1220 OLYMPIC BLVD
 
SANTA MONICA, CA90404

$ 30,170


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
IKE NIZAM FOUNDATION INC
% LAURIE FELLER
Employer identification number
82-3743492
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
7
IHSAN NIZAM
1220 OLYMPIC BLVD
 
SANTA MONICA, CA90404

$ 116,850


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
IKE NIZAM FOUNDATION INC
% LAURIE FELLER
Employer identification number

82-3743492
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
3
PUBLICLY TRADED SEC #5,000 OF OXY ON 12-08-2023 $ 282,400 2023-12-08
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
4
PUBLICLY TRADED SEC #300 OF ONVDA ON 12-08-2023 $ 136,509 2023-12-08
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
5
PUBLICLY TRADED SEC #2,000 OF MCHP ON 12-08-2023 $ 167,240 2023-12-08
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
6
PUBLICLY TRADED SEC #875 OF OXYWS ON 12-08-2023 $ 30,170 2023-12-08
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
7
PUBLICLY TRADED SEC #5,000 OF BTU ON 12-08-2023 $ 116,850 2023-12-08
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
IKE NIZAM FOUNDATION INC
% LAURIE FELLER
Employer identification number

82-3743492
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
IKE NIZAM FOUNDATION INC
 
% LAURIE FELLER
EIN:
82-3743492
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROFESSIONAL FEES 8,654 0   0

TY 2023 GeneralExplanationAttachment
Name:
IKE NIZAM FOUNDATION INC
 
% LAURIE FELLER
EIN:
82-3743492
Identifier Return Reference Explanation
  IKE NIZAM FOUNDATION, INC.- FORM 990-PF - PART XIV SUPPLEMENTARY INFORMATION TO DATE, THE IKE NIZAM FOUNDATION, INC. HAS OPERATED IN CONFORMANCE WITH THE ADVANCE APPROVAL OF ITS EMPLOYER-RELATED SCHOLARSHIP GRANT PROCEDURES LETTER DATED JULY 30, 2020, A COPY OF WHICH IS ENCLOSED.BEGINNING IN 2023, THE IKE NIZAM FOUNDATION, INC. WILL EXPAND ITS SCHOLARSHIP PROGRAM TO INCLUDE QUALIFIED CHILDREN AND GRANDCHILDREN OF EMPLOYEES OF MASTER INTERNATIONAL CORPORATION AND OF WALDOM ELECTRONICS CORPORATION. CONCORD ELECTRONICS INC. SOLD ALL OF ITS ASSETS DURING 2022. CONSEQUENTLY, CONCORD ELECTRONICS, INC.WILL NOT HAVE EMPLOYEES IN 2023 SUCH THAT CONCORD ELECTRONICS, INC.WILL NO LONGER PARTIICIPATE IN THE SCHOLARSHIP PROGRAM, EFFECTIVE 2023.

TY 2023 InvestmentsCorpBondsSchedule
Name:
IKE NIZAM FOUNDATION INC
 
% LAURIE FELLER
EIN:
82-3743492
Name of Bond End of Year Book Value End of Year Fair Market Value
CHARLES SCHWAB #9750 - BONDS 760,045 0

TY 2023 InvestmentsCorpStockSchedule
Name:
IKE NIZAM FOUNDATION INC
 
% LAURIE FELLER
EIN:
82-3743492
Name of Stock End of Year Book Value End of Year Fair Market Value
CHARLES SCHWAB #9750 - MUTUAL FUNDS 8,081,982 0

TY 2023 InvestmentsOtherSchedule2
Name:
IKE NIZAM FOUNDATION INC
 
% LAURIE FELLER
EIN:
82-3743492
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BLACKHORN VENTRUES AT COST 201,338 201,338
CHARLES SCHWAB #8016 - FIXED INCOME AT COST 2,869,263 2,869,263
CHARLES SCHWAB #8016 - MONEY MARKET FUNDS AT COST 1,300,000 1,300,000
CHARLES SCHWAB #9750 - EQUITIES AT COST 199,487 199,487
CHARLES SCHWAB #9750 - EXCHANGE TRADED FUND AT COST 245,727 245,727
CHARLES SCHWAB #9750 - OTHER ASSETS AT COST 4,331 4,331

TY 2023 OtherDecreasesSchedule
Name:
IKE NIZAM FOUNDATION INC
 
% LAURIE FELLER
EIN:
82-3743492
Description Amount
BOOK ADJUSTMENTS FROM INVESTMENTS 1,244,869


TY 2023 OtherExpensesSchedule
Name:
IKE NIZAM FOUNDATION INC
 
% LAURIE FELLER
EIN:
82-3743492
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT INTEREST EXPENSE 7,572 7,572   0
OTHER DEDUCTIONS 11,750 11,750   0
PORTFOLIO MANAGEMENT FEES 31,928 31,928   0


TY 2023 SubstantialContributorsSch
Name:
IKE NIZAM FOUNDATION INC
 
% LAURIE FELLER
EIN:
82-3743492
Name Address
MASTER INTERNATIONAL CORPORATION DBA MASTER ELECTRONICS
 
2425 SOUTH 21ST STREET
PHOENIX,AZ85034
WALDOM ELECTRONICS CORPORATION
 
1801 MORGAN ST
ROCKFORD,IL61102


TY 2023 TaxesSchedule
Name:
IKE NIZAM FOUNDATION INC
 
% LAURIE FELLER
EIN:
82-3743492
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAXES INVESTMENT- IRS 14,533 0   0
CHARLES SCHWAB #9750 FOREIGN TAX PAID 2,197 2,197   0