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
THE STEVE MIHAYLO AND LOIS MIHAYLO
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)1615 S 52ND STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TEMPE, AZ85281
A Employer identification number

88-0457469
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$9,515,005J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 84 84  
4 Dividends and interest from securities... 176,044 176,044  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 60,678
b Gross sales price for all assets on line 6a 3,954,247
7 Capital gain net income (from Part IV, line 2)... 60,678
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........ 236,806 236,806  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 169,000 84,500   84,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
34,234 17,117   17,117
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
28,758 28,758   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
7,864 6,175   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,178 0   1,178
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,120 1,060   1,060
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 243,154 137,610   103,855
25 Contributions, gifts, grants paid....... 362,250 362,250
26 Total expenses and disbursements. Add lines 24 and 25 605,404 137,610   466,105
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -368,598
b Net investment income (if negative, enter -0-) 99,196
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......... 35,600 82,072 82,072
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.......... 26,455 22,916 22,916
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 8,720,540 Click to see attachment
List of Attached Documents:
// Content
8,222,662 		9,410,017
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,782,595 8,327,650 9,515,005
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
86,347 		Click to see attachment
List of Attached Documents:
// Content
0
23 Total liabilities (add lines 17 through 22)......... 86,347 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........... 8,696,248 8,327,650
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 8,696,248 8,327,650
30 Total liabilities and net assets/fund balances (see instructions). 8,782,595 8,327,650
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
8,696,248
2
Enter amount from Part I, line 27a .....................
2
-368,598
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
8,327,650
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,327,650
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 FIDELITY - PUBLICLY TRADED SECURITIES P    
b FIDELITY - PUBLICLY TRADED SECURITIES P    
c MIDFIRST - PUBLICLY TRADED SECURITIES P    
d MIDFIRST - PUBLICLY TRADED SECURITIES P    
e 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 538,688   584,729 -46,041
b 327,780   284,258 43,522
c 1,258,678   1,435,766 -177,088
d 1,828,888   1,588,816 240,072
e 213     213
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       -46,041
b       43,522
c       -177,088
d       240,072
e       213
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 60,678
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 1,379
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,379
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,379
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 22,916
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 22,916
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 21,537
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow21,537 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 arrowNV
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowMIHAYLOFOUNDATION.ORG
14
The books are in care ofright arrowCAROL MOSES Telephone no.right arrow (480) 710-6323

Located atright arrow4605 W JUPITER WAYCHANDLERAZ ZIP+4right arrow85226
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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
SARAH N MIHAYLO CO-TRUSTEE
2.00 		28,000 0 0
5302 E OSBORN RD
PHOENIX,AZ85018
STEVEN G MIHAYLO CO-TRUSTEE
0.25 		24,000 0 0
PO BOX 11950
RENO,NV89510
MICHAEL ROSSI CO-TRUSTEE
0.25 		20,000 0 0
1409 VIA CORTEZ
PLACENTA,CA92870
DOUG GAYLOR CO-TRUSTEE
0.25 		28,000 0 0
5710 N 25TH PLACE
PHOENIX,AZ85016
JEFFREY KORN CO-TRUSTEE
0.25 		24,000 0 0
1615 S 52ND STREET
TEMPE,AZ85281
TAM NGUYEN CO-TRUSTEE
0.25 		15,000 0 0
8558 VOLGA RIVER CIRCLE
FOUNTAIN VALLEY,CA92708
MATTHEW MIHAYLO CO-TRUSTEE
0.25 		20,000 0 0
PO BOX 10097
BOISE,ID83707
ELIJAH MIHAYLO CO-TRUSTEE
0.25 		10,000 0 0
5302 E OSBORN RD
PHOENIX,AZ85018
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
8,316,288
b
Average of monthly cash balances.......................
1b
203,491
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
8,519,779
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
8,519,779
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
127,797
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,391,982
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
419,599
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
419,599
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,379
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,379
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
418,220
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
418,220
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
418,220
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
466,105
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
466,105
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 7 418,220
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 352,295
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$ 466,105
a Applied to 2022, but not more than line 2a 352,295
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..... 113,810
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 .......... 		304,410
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

A STEPPING STONE FOUNDATION

PO BOX 87149
PHOENIX,AZ85080 		N/A PC EDUCATION FOR CHILDREN AND FAMILIES WITH LIMITED OPPORTUNITIES 3,000

ALL SAINTS' EPISCOPAL DAY SCHOOL

6300 N CENTRAL
PHOENIX,AZ85012 		N/A PC COMBINE ACADEMIC EXCELLENCE WITH SPIRITUAL AND MORAL FORMATION TO EDUCATE CHILDREN 2,000

AMERICAN CANCER SOCIETY

375 E 100S
SALT LAKE CITY,UT84116 		N/A PC IMPROVE LIVES OF PEOPLE WITH CANCER AND THEIR FAMILIES THROUGH ADVOCACY, RESEARCH, AND PATIENT SUPPORT, TO ENSURE EVERYONE HAS AN OPPORTUNITY TO PREVENT, DETECT, TREAT, AND SURVIVE CANCER. 1,000

ANCHOR HOUSE INC OF POLK COUNTY

PO BOX 625
AUBURNDALE,FL33823 		N/A PC PROVIDE RESIDENTIAL CARE FOR BOYS FROM FAMILIES WITH SOCIAL PROBLEM ISSUES AND TRANSITION HOUSING FOR YOUNG MEN AND WOMEN AGING OUT OF FOSTER CARE. 3,500

ARIZONA CHRISTIAN UNIVERSITY

2625 E CACTUS ROAD
PHOENIX,AZ85032 		N/A PC PROVIDE BIBLICALLY-INTEGRATED LIBERAL ARTS EDUCATION 10,000

ARVADA CENTER FOR THE ARTS AND HUMANITIES

6901 WADSWORTH BLVD
ARVADA,CO80003 		N/A PC PROVIDE ARTS AND HUMANITIES TO ENGAGE, CHALLENGE, AND INSPIRE INDIVIDUALS. 4,000

ASBURY UNITED METHODIST CHURCH

7501 S STAPLES STREET
CORPUS CHRISTI,TX78413 		N/A PC TO SUPPORT THE CHURCH'S MINISTRY AND MISSIONS. 1,000

AZ LIBERTY NETWORK

835 W WARNER RD 101-441
GILBERT,AZ85233 		N/A PC INCREASE PUBLIC KNOWLEDGE AND CIVIC PARTICIPATION SO ARIZONA CITIZENS CAN EFFECTIVELY ENGAGE ON POLITICAL, SOCIAL, CULTURAL, AND ECONOMIC ISSUES AFFECTING OUR STATE. 1,000

BARROW NEUROLOGICAL FOUNDATION

2910 N THIRD AVENUE STE 450
PHOENIX,AZ85013 		N/A PC PROVIDING THE RESOURCES FOR BARROW NEUROLOGICAL INSTITUTE TO ACHIEVE ITS MISSION OF SAVING HUMAN LIVES THROUGH INNOVATIVE TREATMENT, GROUNDBREAKING, CURATIVE RESEARCH AND EDUCATING THE NEXT GENERATION OF THE WORLD'S LEADING NEURO CLINICIANS. 10,000

BOY SCOUTS OF AMERICA GREATER COLORADO COUNCIL

10455 W 6TH AVENUES 100
LAKEWOOD,CO80215 		N/A PC ENABLING YOUNG PEOPLE TO BECOME RESPONSIBLE INDIVIDUALS BY TEACHING POSITIVE CHARACTER TRAITS, CAREER DEVELOPMENT, LEADERSHIP, AND LIFE SKILLS SO THEY CAN MAKE ETHICAL CHOICES AND ACHIEVE THEIR FULL POTENTIAL. 3,000

BRANCHES RECOVERY CENTERS

1102 DOW STREET
MURFREESBORO,TN37130 		N/A PC PROVIDING COUNSELING AND SUPPORT SERVICES TO FACILITATATE HEALING AND HOPE FOR THE WHOLE PERSON, MENTALLY, PHYSICALLY, AND SPIRITUALLY TO INDIVIDUALS, COUPLES, AND FAMILIES. 2,000

BROPHY COLLEGE PREPARATORY

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

BURCHFIELD MINISTRIES INTERNATIONAL INC

PO BOX 100
COLUMBUS,TX78934 		N/A PC OUTREACH TO STRENGTHEN CHURCHES BY PROVIDING BIBLE-BASED RESOURCES. 4,000

CALVARY CHAPEL OF PRESCOTT

2313 E STATE RTE 69
PRESCOTT,AZ86301 		N/A PC TO SUPPORT THE CHURCH'S MINISTRY AND MISSIONS. 2,000

CAMP PATRICK (PATSY REEVE FOUNDATION INC)

337 W EL CAMINITO DR
PHOENIX,AZ85021 		N/A PC HOSTING CAMP PATRICK, WHERE KIDS CAN STRENGTHEN THEIR INDEPENDENCE, TRY NEW THINGS, AND MAKE LIFE LONG FRIENDS. 5,000

CANCER SUPPORT COMMUNITY ARIZONA

360 EAST PALM LANE
PHOENIX,AZ85004 		N/A PC ENSURE THAT ALL PEOPLE IMPACTED BY CANCER ARE EMPOWERED BY KNOWLEDGE, STRENGTHENED BY ACTION, AND SUSTAINED BY COMMUNITY. 3,750

CARDINAL ACADEMY INCORPORATED

9492 W EMERALD STREET
BOISE,ID83704 		N/A PC PUBLIC EDUCATION AND PROVIDING WRAP AROUND SUPPORT FOR YOUNG PARENTS TO FINISH HIGH SCHOOL. 1,000

CARRFOUR SUPPORTIVE HOUSING INC

1398 SW FIRST STREET 12TH FLOOR
MIAMI,FL33135 		N/A GROUP DEVELOPING, OPERATING, AND MANAGING INNOVATIVE HOUSING COMMUNITIES FOR INDIVIDUAL AND FAMILIES IN NEED IN FLORIDA. 1,000

CEDARCREST CENTER

91 MAPLE AVENUE
KEENE,NH03431 		N/A PC ENRICH THE LIVES OF CHILDREN AND YOUNG ADULTS WITH COMPLEX MEDICAL AND DEVELOPMENTAL NEEDS, SUPPORT THEIR FAMILIES,AND COLLABORATE WITH OTHER COMMUNITY PROVIDERS TO BUILD A CONTINUUM OF CARE. 5,000

CENTER FOR FAMILY VIOLENCE PREVENTION

111 E 3RD STREET
GREENVILLE,NC27858 		N/A PC PROVIDE CRISIS INTERVENTION AND EDUCATION TO DOMESTIC VIOLENCE SURVIVORS. 1,000

CHILDREN'S HOSPITAL COLORADO FOUNDATION

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

CIVICWELL

520 CAPITOL MALL STE 440
SACRAMENTO,CA95814 		N/A PC INSPIRE, EQUIP, CONNECT, AND CULTIVATE LEADERSHIP FOR LOCAL INNOVATION AND COMMUNITY. 1,000

COMMCARE (COMMUNITY NETWORK FOR BEHAVIORAL HEALTHCARE INC)

1627 MAIN STREET STE 200
KANSAS CITY,MO64108 		N/A PC COLLABORATE WITH COMMUNITY BEHAVIORAL HEALTH CENTERS AND OTHER PROVIDERS TO CONTINUALLY IMPROVE ACCESS TO AFFORDABLE, HIGH QUALITY, AND EFFECTIVE BEHAVIORAL HEALTH SERVICES. 2,500

COMMUNITY FOUNDATION OF NORTHERN NEVADA

50 WASHINGTON STREET STE 300
RENO,NV89503 		N/A PC STRENGTHEN COMMUNITY BY LEADING INTIATIVES AND COMMUNITY ENGAGEMENT ACTIVITIES AS NEUTRAL CONVENER 1,000

CORPUS CHRISTI CATHOLIC CHURCH

3550 E KNOX ROAD
PHOENIX,AZ85044 		N/A PC PROVIDE A WELCOMING COMMUNITY AND FOSTERING LIFE-LONG RELATIONSHIP WITH THE CHURCH. 1,500

COWTOWN SKATE

215 W UNIVERSITY DR
TEMPE,AZ85281 		N/A PC SUPPORT FOR SKATEBOARD ANGEL TO OFFER CHILDREN IN UNDERSERVED COMMUNITIES THE OPPORTUNITY TO LEARN TO SKATE. 8,000

DISPUTE RESOLUTION CENTER OF THURSTON COUNTY

2601 12TH COURT SW STE B
OLYMPIA,WA98507 		N/A PC EMPOWER PEOPLE TO RESTORE AND REBUILD RELATIONSHIPS. 1,000

ESL IN-HOME PROGRAM OF NORTHERN NEVADA

1894 E WILLIAM STREET 4-125
CARSON CITY,NV89710 		N/A PC PROVIDE PERSONALIZED TUTORING SERVICES IN BASIC LITERACY SKILLS AND SPONSOR DYNAMIC, COMPREHENSIVE PROGRAM OF LIFE-LONG LEARNING OPPORTUNITIES FOR ADULTS 5,000

FAMILY EDUCATION AND SUPPORT SERVICES

6840 CAPITOL BLVD SE
TUMWATER,WA98501 		N/A PC INSPIRE HEALTHY CHILD DEVELOPMENT THROUGH THE PROVISION OF QUALITY FAMILY SUPPORT SERVICES. 2,000

FLORIDA ATLANTIC UNIVERSITY FOUNDATION INC

777 GLADES ROAD ADM 247
BOCA RATON,FL33431 		N/A PC SUPPORT FLORIDA ATLANTIC UNIVERSITY 2,500

FRANKLIN VNA & HOSPICE

75 CHESTNUT STREET
FRANKLIN,NH03234 		N/A PC PROVIDE QUALITY HOME HEALTH CARE, HOSPICE, AND EDUCATION TO INDIVIDUALS AND THEIR FAMILIES. 1,000

FRESH START WOMEN'S FOUNDATION

1130 E MCDOWELL ROAD
PHOENIX,AZ85006 		N/A PC PROVIDE EDUCATION, RESOURCES, AND SUPPORT FOR WOMEN TO POSITIVELY TRANSFORM THEIR LIVES AND STRENGTHEN COMMUNITY. 5,000

GOLDWATER INSTITUTE

500 E CORONADO RD
PHOENIX,AZ85004 		N/A PC FREE MARKET PUBLIC POLICY RESEARCH AND LITIGATION ORGANIZATION THAT IS DEDICATED TO EMPOWERING ALL AMERICANS. 5,000

HANDS ON GREATER PHOENIX

1125 E SOUTHERN AVE STE 200
MESA,AZ85204 		N/A PC MOBILIZE VOLUNTEERS AND CULTIVATING SERVICE LEADERS. 2,500

HARRIS HOME FOR CHILDREN INC

1210 CHURCH STREET NW
HUNTSVILLE,AL35801 		N/A PC PROVIDE DIRECT CARE FOR UNDERPRIVILEGED CHILDREN. 2,500

HEAL INTERNATIONAL

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

HONORHEALTH FOUNDATION

8125 N HAYDEN ROAD
SCOTTSDALE,AZ85258 		N/A PC DELIVERING EXCEPTIONAL CLINICAL CARE, ADDRESSING SOCIAL DETERMINANTS OF HEALTH, AND GROUND BREAKING RESEARCH. 13,000

HOSPICE OF THE VALLEY INC

823 GRAND AVENUE STE 300
GLENWOOD SPRINGS,CO81601 		N/A PC PREVENT AND RELIEVE SUFFERING AND PROMOTE QUALITY OF LIFE AT ANY STAGE OF LIFE, THROUGH PATIENT AND FAMILY CARE, ADVOCACY, AND COMMUNITY EDUCATION. 1,500

INSTITUTE OF CONTEMPORARY ART SAN DIEGO (SAN DIEGO ART INSTITUTE)

1439 EL PRADO
SAN DIEGO,CA92101 		N/A PC ADVANCE REGIONAL CONTEMPORARY ART AND ARTISTS WHILE FOSTERING CULTURAL EQUITY THROUGH ACCESS TO MEANINGFUL EXPERIENCES 1,000

INTERFAITH SANCTUARY HOUSING SERVICES INC

PO BOX 9334
BOISE,ID83707 		N/A PC PROVIDE SHELTER AND SERVICES TO HOMELESS INDIVIDUALS AND FAMILIES. 2,500

IRISH CULTURAL AND LEARNING FOUNDATION

1106 N CENTRAL AVENUE
PHOENIX,AZ85004 		N/A PC PROMOTE, DISPLAY, AND PRESERVE ART AND BEAUTY OF THE IRISH CULTURE AND ITS CONTRIBUTIONS TO CIVILIZATION. 1,000

JESUS CENTER (JESUS PROVIDES OUR DAILY BREAD)

2255 FAIR STREET
CHICO,CA95928 		N/A PC WORK WITH THE COMMUNITY TO RESTORE THOSE SUFFERING FROM ISOLATION TO COMMUNITY INTEGRATION. 1,000

JOPLIN NALA READ

123 S MAIN STREET
JOPLIN,MO64801 		N/A PC FOSTERING AND STRENGTHENING LITERACY SKILLS AND COORDINATING WITH COMMUNITY RESOURCES TO PROVIDE SERVICES, ENABLING LEARNERS TO REACH THEIR FULL POTENTIAL. 500

JUBILEE REACH

14200 SE 13TH PLACE
BELLEVUE,WA98007 		N/A PC PROVIDE RESOURCES, EDUCATION, ASSISTANCE, COMMUNITY, AND HOSPITALITY TO YOUTH AND FAMILIES IN NEED. 1,000

JUNIOR ACHIEVEMENT OF ARIZONA INC

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

JUSTICE FOR HOUSING INC

41 ROUND HILL ST
JAMAICA PLAIN,MA02130 		N/A PC TO END HOUSING DISCRIMINATION AND HOMELESSNESS. SUPPORT AND EDUCATE JUSTICE INVOLVED INDIVIDUALS ABOUT THEIR HEALTH AND WELLBEING. 1,500

KANSAS CITY HOSPICE FOUNDATION

9001 STATE LINE ROAD
KANSAS CITY,MO64114 		N/A PC HELPING THE PEOPLE OF THE KANSAS CITY AREA COPE WITH SERIOUS ILLNESS. 4,000

LEARN THE RISK

1909 EAST RAY RD
CHANDLER,AZ85225 		N/A PC EDUCATING PEOPLE WORLDWIDE ON THE DANGERS OF PHARMACEUTICAL PRODUCTS. 3,000

LINCOLN INSTITUTE OF CALIFORNIA

1621 ALTON PKWY SUITE 200
IRVINE,CA92606 		N/A PC CONDUCT AND SUPPORT EDUCATION PROGRAMS ON PUBLIC POLICY 7,500

MARGO FONTEYN ACADEMY OF BALLET

300 E GURLEY STREET
PRESCOTT,AZ86301 		N/A PC CREATING AN INTERNATIONAL FINE ARTS INSTITUTION IN WHICH ALL OF THE ARTS WILL BE STUDIED UNDER ONE ROOF. 1,500

MAYER ELEMENTARY SCHOOL PTO

PO BOX 1059
MAYER,AZ86333 		N/A PC SUPPORTING CHILDREN AND TEACHERS AT MAYER ELEMENTARY SCHOOL. 7,500

MCKINLEY HIGH SCHOOL FOUNDATION

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

MCNEESE KIDS FOUNDATION

9816 ZEMBRISKI DR
PLANO,TX75025 		N/A PC SUPPORTING THE CORE DIMENSION OF A CHILD'S WELLBEING THROUGH NECESSITIES, PROGRAMS, AND EDUCATION. 3,000

NATIONAL ALLIANCE ON MENTAL ILLNESS SOUTHERN ARIZONA (NAMI)

6122 E 22ND STREET
TUCSON,AZ85711 		N/A PC IMPROVING THE QUALITY OF LIFE FOR ALL THOSE AFFECTED BY MENTAL ILLNESS. 1,000

NATIONAL WHEELCHAIR BASKETBALL ASSOCIATION

1130 ELTON STREET STE A
COLORADO SPRINGS,CO80907 		N/A PC PROVIDE PERSONS WITH DISABILITIES THE OPPORTUNITY TO PLAY, LEARN, AND COMPETE IN THE SPORT OF WHEELCHAIR BASKETBALL. 1,000

NEW LIFE LUTHERAN CHURCH

702 WEST LYNN BLVD
STERLING,IL61081 		N/A PC BUILDING COMMUNITY IN FAITH. 1,000

OPERATION UNDERGROUND RAILROAD INC

950 W CORPORATE WAY
ANAHEIM,CA92801 		N/A PC TO RESCUE CHILDREN FROM SEX TRAFFICKING AND AND SEXUAL EXPLOITATION 5,000

PARADISE VALLEY CHRISTIAN PREPARATORY

11875 NORTH 24TH ST
PHOENIX,AZ85028 		N/A PC PROVIDE A BIBLICAL COMMUNITY OF SPIRITUAL NUTURING AND ACADEMIC EXCELLENCE. 2,000

PAZ DE CRISTO COMMUNITY CENTER

424 W BROADWAY ROAD
MESA,AZ85210 		N/A PC TO FEED, CLOTHE AND EMPOWER THOSE IN NEED IN THE PHOENIX EAST VALLEY 1,000

PHOENIX CHRISTIAN PREPARATORY SCHOOL

1751 W INDIAN SCHOOL ROAD
PHOENIX,AZ85015 		N/A PC EDUCATING THE MINDS, FORMING THE HEARTS, AND EQUIPPING THE HEANDS OF STUDENTS IN A CHRIST-CENTERED ATMOSPHERE. 2,000

PRAGER UNIVERSITY FUND

15021 VENTURA BLVD STE 552
SHERMAN OAKS,CA91403 		N/A PC PROMOTING AMERICAN VALUES THROUGH CREATIVE USE OF EDUCATIONAL VIDEOS THAT REACH MILLIONS OF PEOPLE. 15,000

PSTD NOW (CHASE RAUCHLE PTSD NOW)

948 INCLINE WAY
INCLINE VILLAGE,NV89451 		N/A PC ADVOCATING FOR EFFECTIVE SOLUTIONS TO SUPPORT MILITARY PERSONNEL EXPERIENCING STRESS AND DEPRESSION DURING DEPLOYMENT AND IN THE AFTERMATH WHEN ASSIMILATING BACK INTO DAILY LIFE. 4,000

QUEST COUNSELING & CONSULTING INC

3500 LAKESIDE CT STE 101
RENO,NV89509 		N/A PC PROVIDE COMPREHENSIVE, CARING, AND QUALITY BEHAVIORAL HEALTH TREATMENT TO EACH PERSON AND FAMILY SEEKING SERVICES 3,500

REDISCOVER FOUNDATION

1555 NE RICE ROAD
LEES SUMMIT,MO64086 		N/A SOUNK PROVIDING REDISCOVER THE FINANCIAL RESOURCES TO PROVIDE HELP, HOPE, AND HEALING FOR THOSE AFFECTED BY BEHAVIORAL HEALTH DISORDERS. 4,000

REGIONAL CENTER FOR BORDER HEALTH

PO BOX 617
SOMERTON,AZ85350 		N/A PC IMPROVING THE QUALITY OF LIFE OF THE RESIDENTS ALONG THE US-MEXICO BORDER BY INCREASING ACCESSIBILITY TO QUALITY TRAINING AND AFFORDABLE HEALTHCARE. 5,000

RENO LITTLE THEATER

147 E PUEBLO STREET
RENO,NV89502 		N/A PC CREATE EXCEPTIONAL THEATRICAL EXPERIENCES THAT INSPIRE, ENTERTAIN, AND STRENGTHEN OUR COMMNITY THROUGH ARTISTIC ENGAGEMENT AND COLLABORATION 1,000

SALT AND LIGHT MINISTRIES

1512 W ANTHONY DR
CHAMPAIGN,IL61821 		N/A PC SHARE GOD'S LOVE BY FIGHTING POVERTY WITH OPPORTUNITIES THAT EMPOWER PEOPLE FOR LASTING CHANGE 2,000

SEEKING EDUCATIONAL EXCELLENCE

PO BOX 452
HIGLEY,AZ85236 		N/A PC DELIVER TRACKABLE SOLUTIONS THAT INSPIRE GENERATIONS OF AMERICANS TO SUCCEED AND BE PROUD OF THEIR COUNTRY, ENABLING CHILDREN AND TEENS TO ACHIEVE THE AMERICAN DREAM. 2,500

SENIOR SERVICES OF NORTH FULTON INC

11381 SOUTHBRIDGE PKWY
ALPHARETTA,GA30022 		N/A PC AN INCLUSIVE COMMUNITY WHERE ALL OLDER ADULTS ARE REVERED, CARED FOR, AND SUPPORTED TO LIVE MEANINGFUL AND PRODUCTIVE LIVES 1,500

SERENITY RECOVERY CONNECTION

985 W FILLMORE ST
COLORADO SPRINGS,CO80907 		N/A PC FFERS PEER RECOVERY COACHING AND ADDICTION SUPPORT SERVICES TO FAMILIES AND INDIVIDUALS STRUGGLING WITH SUBSTANCE ABUSE DISORDER 3,000

SGM BIG BEAR HIGH SCHOOL EDUCATION FOUNDATION

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

SOJOURNER CENTER

PO BOX 20156
PHOENIX,AZ85036 		N/A PC PROVIDING A SAFE HAVEN FROM DOMESTIC VIOLENCE FOR WOMEN AND THEIR CHILDREN IN ARIZONA. 5,000

SOUTHWESTERN LAW SCHOOL FOUNDATION

3050 WILSHIRE BLVD
LOS ANGELES,CA90010 		N/A PC PRODUCE HIGHLY SKILLED GRADUATES WHO ARE CAPABLE OF INTEGRATING THEORY AND PRACTICE TO MEET THE CHALLENGES OF THE TWENTY-FIRST CENTURY 2,500

ST CLARE OF ASSISI ROMAN CATHOLIC CHURCH

17111 W BELL RD
SURPRISE,AZ85374 		N/A PC HELP FEED, CLOTHE, HOUSE AND HEAL NEIGHBORS IN NEED. 1,000

ST JOSEPH THE WORKER

1833 W MAIN STREET STE 128
MESA,AZ85201 		N/A PC TO ASSIST HOMELESS, LOW-INCOME AND OTHER DISADVANTAGED INDIVIDUALS IN THEIR EFFORTS TO BECOME SELF-SUFFICIENT THROUGH QUALITY EMPLOYMENT 2,000

ST VINCENT DE PAUL SOCIETY

420 W WATKINS
PHOENIX,AZ85003 		N/A PC HELP FEED, CLOTHE, HOUSE AND HEAL NEIGHBORS IN NEED. 7,500

ST VINCENT DE PAUL SW IDAHO DISTRICT COUNCIL

5256 W FAIRVIEW AVENUE
BOISE,ID83706 		N/A PC HELP PEOPLE IN NEED BY ASSISTING WITH FOOD, HOUSING EXPENSES, CLOTHING, FURNITURE, AND OTHER BASIC HUMAN NEEDS THROUGH DONATIONS. 2,500

SUPPORT FOR FAMILIES OF CHILDREN WITH DISABILITIES

1663 MISSION STREET STE 700
SAN FRANCISCO,CA94103 		N/A PC OFFERS INFORMATION, EDUCATION, AND PARENT-TO-PARENT SUPPORT FREE OF CHARGE TO FAMILIES OF CHILDREN WITH ANY KIND OF DISABILITY OR SPECIAL HEALTHCARE NEED AND TO THE PROFESSIONALS WHO WORK WITH THEM IN SAN FRANCISCO 3,500

TEKAMAH-HERMAN PUBLIC SCHOOLS FOUNDATION

112 N 13TH STREET
TEKAMAH,NE68061 		N/A PC PROVIDE A SAFE ENVIRONMENT FOR LEARNERS TO DEVELOP ACADEMIC, TECHNOLOGICAL AND LIFE SKILLS NEEDED TO BE CAREER AND/OR COLLEGE READY 2,500

TEMPE COMMUNITY ACTION AGENCY

2146 E APACHE BLVD
TEMPE,AZ85281 		N/A PC EDUCATION, STABILITY, AND ADVOCACY TO WORKING POOR FAMILIES, CHILDREN, SENIORS, AND THE HOMELESS. 23,000

TERRY REILLY FOUNDATION INC

211 16TH AVEUE N
NAMPA,ID83687 		N/A PC PROVIDE ACCESS TO HEALTH CARE FOR THE UNISURED AND RURUAL POOR. 2,500

TEXAS ADVOCACY PROJECT INC

PO BOX 833
AUSTIN,TX78767 		N/A PC O EMPOWER THE PUBLIC AND SURVIVORS OF DOMESTIC AND DATING VIOLENCE, SEXUAL ASSAULT, AND STALKING IN TEXAS THROUGH FREE LEGAL SERVICES, ACCESS TO THE JUSTICE SYSTEM , AND EDUCATION AND PREVENTION 3,000

THE ARC OF MOREHOUSE

10640 LUCY HUDSON DR
BASTROP,LA71220 		N/A PC MAKE THE COMMUNITY A BETTER PLACE THROUGH EDUCATION AND THE ENLISTING OF OUR CITIZENS TO BRING SERVICES TO THOSE IN NEED 1,000

THE OPEN DOOR OF MARATHON COUNTY INC

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

THE SKATEPARK PROJECT

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

TRI-COUNTY MENTAL HEALTH SERVICES INC

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

TURNING POINT USA

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

UNM COMPREHENSIVE CANCER CENTER (UNIVERITY OF NEW MEXICO FOUNDATION)

4121 PROSPECT AVE NE
ALBUQUERQUE,NM87110 		N/A PC SUPPORT FOR A COMPREHENSIVE CANCER CENTER. 1,000

VALLEY CHRISTIAN SCHOOLS

6900 W GALVESTON ST
CHANDLER,AZ85226 		N/A PC O EQUIP STUDENTS TO BE CULTURE CHANGERS FOR CHRIST BY DELIVERING ACADEMIC EXCELLENCE, FACILITATING SPIRITUAL GROWTH, AND BUILDING LIFELONG COMMUNITY 2,500

VETERANS GUEST HOUSE INC

880 LOCUST STREET
RENO,NV89502 		N/A PC PROVIDING OVERNIGHT LODGING FOR VETERANS AND THEIR FAMILIES SEEKING MEDICAL CARE IN THE RENO/SPARKS AREA. 2,000

WESLEY COMMUNITY AND HEALTH CENTERS

1625 N 39TH AVENUE
PHOENIX,AZ85009 		N/A PC EMPOWERS POSITIVE CHANGE; PROVIDES PROGRAMS, SERVICES, AND ACTIVITIES FOR PRIMARILY HISPANIC FAMILIES THROUGH ITS FAMILY/YOUTH SERVICES 5,000

YAAS

PO BOX 162
BOERNE,TX78006 		N/A PC FIGHTING SOCIALISM IN AMERICA 3,000

YAVAPAI CASA FOR KIDS FOUNDATION

3281 BOB DRIVE
PRESCOTT VALLEY,AZ86314 		N/A PC ENRICHING THE LIVES OF CURRENT AND FORMER FOSTER YOUTH AND SUPPORTING THE CASA PROGRAM 500

ZORA'S CRADLE LLC

3934 DIXIE HIGHWAY STE 350
LOUISVILLE,KY40216 		N/A PC ERVE OUR COMMUNITY BY PROVIDING ESSENTIAL SERVICES TO EXPECTANT MOTHERS AND FAMILIES 1,000
Total .................................right arrow 3a 362,250
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 ........... 		    14 84  
4 Dividends and interest from securities ....     14 176,044  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 60,678  
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) .. 0 236,806 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
236,806
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE STEVE MIHAYLO AND LOIS MIHAYLO
 
FOUNDATION
EIN:
88-0457469
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING EXPENSE 34,234 17,117   17,117

TY 2023 InvestmentsCorpStockSchedule
Name:
THE STEVE MIHAYLO AND LOIS MIHAYLO
 
FOUNDATION
EIN:
88-0457469
Name of Stock End of Year Book Value End of Year Fair Market Value
MIDFIRST BANK #763006 8,222,662 9,410,017

TY 2023 OtherExpensesSchedule
Name:
THE STEVE MIHAYLO AND LOIS MIHAYLO
 
FOUNDATION
EIN:
88-0457469
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSE 2,120 1,060   1,060


TY 2023 OtherLiabilitiesSchedule
Name:
THE STEVE MIHAYLO AND LOIS MIHAYLO
 
FOUNDATION
EIN:
88-0457469
Description Beginning of Year - Book Value End of Year - Book Value
MIDFIRST BANK CHECKING 86,347 0


TY 2023 OtherProfessionalFeesSchedule
Name:
THE STEVE MIHAYLO AND LOIS MIHAYLO
 
FOUNDATION
EIN:
88-0457469
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT 28,758 28,758   0


TY 2023 TaxesSchedule
Name:
THE STEVE MIHAYLO AND LOIS MIHAYLO
 
FOUNDATION
EIN:
88-0457469
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID - MIDFIRST INVESTMENTS 6,125 6,125   0
STATE TAX PAID - ARIZONA 50 50   0
FEDERAL INVESTMENT EXCISE TAX 1,689 0   0