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
DOUGHERTY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)221 E INDIANOLA AVENUE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHOENIX, AZ85012
A Employer identification number

86-6051637
B Telephone number (see instructions)

(602) 264-7478
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$6,155,898
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) 196,197
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 205,120 205,120  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -3,497
b Gross sales price for all assets on line 6a 355,000
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 14,123 1  
12 Total. Add lines 1 through 11........ 411,943 205,121  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 108,767 21,753   87,014
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 25,875 2,000   23,875
c Other professional fees (attach schedule).... 9,467 0   9,467
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 19,312 2,510   17,299
19 Depreciation (attach schedule) and depletion... 210 0  
20 Occupancy.............. 10,708 2,142   8,566
21 Travel, conferences, and meetings....... 1,816 0   1,816
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 26,843 5,821   21,022
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 202,998 34,226   169,059
25 Contributions, gifts, grants paid....... 323,333 323,333
26 Total expenses and disbursements. Add lines 24 and 25 526,331 34,226   492,392
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -114,388
b Net investment income (if negative, enter -0-) 170,895
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............. 74,329 115,910 115,910
2 Savings and temporary cash investments.........      
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)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 6,245,855 Click to see attachment
List of Attached Documents:
// Content
6,086,674
6,039,160
14 Land, buildings, and equipment: basis right arrow19,770
Less: accumulated depreciation (attach schedule) right arrow18,942 849 Click to see attachment
List of Attached Documents:
// Content
828
828
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,321,033 6,203,412 6,155,898
Liabilities 17 Accounts payable and accrued expenses.......... 8,801 10,694
18 Grants payable.................    
19 Deferred revenue................. 5,803  
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
0
Click to see attachment
List of Attached Documents:
// Content
0
23 Total liabilities (add lines 17 through 22)......... 14,604 10,694
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........... 6,261,255 6,144,751
25 Net assets with donor restrictions............ 45,174 47,967
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)..... 6,306,429 6,192,718
30 Total liabilities and net assets/fund balances (see instructions). 6,321,033 6,203,412
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
6,306,429
2
Enter amount from Part I, line 27a .....................
2
-114,388
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
677
4
Add lines 1, 2, and 3 ..........................
4
6,192,718
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
6,192,718
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 TIFF MULTI-ASSET FUND   2014-01-09 2023-07-14
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 355,000   358,497 -3,497
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       -3,497
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 -3,497
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 2,375
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,375
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,375
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 6,800
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 6,800
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 60
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 4,365
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow4,365 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowAZ
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
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 arrowWWW.DOUGHERTYFOUNDATION.COM
14
The books are in care ofright arrowJOYCE HARPER Telephone no.right arrow (602) 264-7478

Located atright arrow221 E INDIANOLA AVENUEPHOENIXAZ ZIP+4right arrow85012
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)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JUDY SCHUMACHER PRESIDENT
1.00
3,500 0 0
221 E INDIANOLA AVENUE
PHOENIX,AZ85012
VINCE YANEZ VICE PRESIDENT
1.00
3,500 0 0
221 E INDIANOLA AVENUE
PHOENIX,AZ85012
MARY EDEN VICE PRESIDENT
1.00
3,500 0 0
221 E INDIANOLA AVENUE
PHOENIX,AZ85012
JANITA GORDON TREASURER
1.00
3,500 0 0
221 E INDIANOLA AVENUE
PHOENIX,AZ85012
JOYCE HARPER EXECUTIVE DIRECTOR
40.00
91,800 5,508 0
221 E INDIANOLA AVENUE
PHOENIX,AZ85012
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 SCHOLARSHIP GRANTS: GRANTS TO COLLEGES AND UNIVERSITIES TO SUPPORT STUDENT'S TUITION, FEES, ROOM, BOARD, BOOKS, TRAVEL AND OTHER COSTS RELATED TO COST OF ATTENDANCE. 323,333
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
5,726,566
b
Average of monthly cash balances.......................
1b
167,457
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,894,023
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
5,894,023
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
88,410
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,805,613
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
290,281
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
290,281
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,375
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,375
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
287,906
4
Recoveries of amounts treated as qualifying distributions................
4
12,158
5
Add lines 3 and 4............................
5
300,064
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
300,064
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
492,392
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
492,392
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 7 300,064
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021...... 34,475
e From 2022...... 251,898
f Total of lines 3a through e ........ 286,373
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 492,392
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions).....
0
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2023 distributable amount..... 300,064
e Remaining amount distributed out of corpus 192,328
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 5 478,701
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
478,701
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021.... 34,475
d Excess from 2022.... 251,898
e Excess from 2023.... 192,328
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:
JOYCE MEDINA HARPER
221 E INDIANOLA AVENUE
PHOENIX,AZ85012
(602) 264-7478
bThe form in which applications should be submitted and information and materials they should include:
ONLINE APPLICATION INCLUDES PROOF OF ACADEMIC ACHIEVEMENT, FINANCIAL NEED AND PERSONAL STATEMENT.
cAny submission deadlines:
FIRST FRIDAY IN JUNE.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
US CITIZENS, AZ RESIDENTS, ACCREDITED COLLEGE DEGREED PROGRAMS.
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
AMAIRANY VEGA BELTRAN


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 2,000
ANGELANI DOMINA


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 2,000
ARON MCBAY


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 2,000
ALICIA WILLIAMS


NORTHERN ARIZONA UNIVERSITY
FINANCIAL AID OFFICE PO BOX 4108
FLAGSTAFF,AZ86011
NONE I SCHOLARSHIPS 2,000
CATHRYN MURELLA


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 2,000
CINDY BADILLO


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 2,250
CIRASOLE HOUSER


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 2,000
DUMYII TETE


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 2,250
ERUBIEL MARTINEZ ALVAREZ


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 2,000
ANGEL POLK


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 4,375
JASMINE ROMKEE


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 2,000
LETORIA YAZZIE


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 2,000
MAYAR ADAM


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 2,000
MICHELLE HERNANDEZ


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 2,000
UGOCHUKWU EZE


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 2,000
KARLA GARCIA


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 4,500
KHALIFAH MUHAMMAD


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 2,000
WILLIAM O'NEILL


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 2,250
ARTURO DELGADO NAVARRO


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 3,250
REBECCA MOLINA


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 2,244
AUSTIN MCLAUGHLIN


PARADISE VALLEY COMMUNITY COLLEGE
18401 NORTH 32ND STREET
PHOENIX,AZ85028
NONE I SCHOLARSHIPS 1,000
ALEXIS CORTEZ


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 1,250
ANA GUERRERO


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 1,250
CAMILA VALENZUELA


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 1,250
CIANA PINA


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 1,250
HORACIO ZAMBRANO


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 1,250
JOSE BARRERAS VALDEZ


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 1,250
JULIANA TREVINO RAMIREZ


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 1,250
KARINA BRAN-DELGADO


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 1,250
LUIS AGUILAR


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 1,250
MARTIN TORREZ


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 1,250
NEIL KAVIYARASU


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 1,250
YURITZI RIOS


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 1,250
ABIGAIL DAYER


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 625
ALEX ARCE QUEZADA


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 2,188
CAROLINA DAYER


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 625
DAVID ISHIMWE


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 2,500
GIZELLE FLORES


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 2,500
JOCELYNE DIAZ SANCHEZ


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 2,500
JOSE CALVILLO-REYES


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 1,250
JUAN LECHUGA


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 625
KEVIN ONTIVEROS


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 1,875
LUIS DOMINGUEZ


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 625
MARIA BENITEZ


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 625
JENNIFER JIMENEZ


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 2,813
CUAUHTEMOC PEDREGO


UNIVERSITY OF ARIZONA SCHOLARSHIPS
AWARDS P O BOX 210021
TUCSON,AZ85721
NONE I SCHOLARSHIPS 2,250
DANIEL CASTANEDA


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 2,500
DIANETTE MOLINA


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 2,500
JAZMIN MOLINA


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 2,500
NAYELI QUINTERO GONZALEZ


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 2,500
ANIYAH MORRIS


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 1,250
JONATAN AMASTAL


BENEDICTINE COLLEGE FINANCIAL AID
OFFICE 225 E MAIN ST
MESA,AZ85201
NONE I SCHOLARSHIPS 2,300
KANOELANI QUINTAL


BENEDICTINE COLLEGE FINANCIAL AID
OFFICE 225 E MAIN ST
MESA,AZ85201
NONE I SCHOLARSHIPS 1,800
JESSICA ROGEL


BENEDICTINE COLLEGE FINANCIAL AID
OFFICE 225 E MAIN ST
MESA,AZ85201
NONE I SCHOLARSHIPS 1,700
NANCY VELEZ


BENEDICTINE COLLEGE FINANCIAL AID
OFFICE 225 E MAIN ST
MESA,AZ85201
NONE I SCHOLARSHIPS 1,700
MARIA PAHUA RAMIREZ


8909 FOLSOM BLVD
SACRAMENTO,CA95826
NONE I SCHOLARSHIPS 625
DONNIETTA DIAZ


CHANDLER GILBERT COMMUNITY COLLEGE
FINANCIAL AID OFFICE 2626 E PECOS R
CHANDLER,AZ85217
NONE I SCHOLARSHIPS 500
JENNIFER YAZZIE


COCONINO COMMUNITY COLLEGE OFFICE
OF STUDENT FINANCIAL AID 2800 S LON
FLAGSTAFF,AZ86005
NONE I SCHOLARSHIPS 500
THOMAS EDWARD KRAMER II


COCONINO COMMUNITY COLLEGE OFFICE
OF STUDENT FINANCIAL AID 2800 S LON
FLAGSTAFF,AZ86005
NONE I SCHOLARSHIPS 500
CHEYENNE CLARK


COCONINO COMMUNITY COLLEGE OFFICE
OF STUDENT FINANCIAL AID 2800 S LON
FLAGSTAFF,AZ86005
NONE I SCHOLARSHIPS 500
TAYA FORDYCE


COCONINO COMMUNITY COLLEGE OFFICE
OF STUDENT FINANCIAL AID 2800 S LON
FLAGSTAFF,AZ86005
NONE I SCHOLARSHIPS 500
VALENZUELA


COCONINO COMMUNITY COLLEGE OFFICE
OF STUDENT FINANCIAL AID 2800 S LON
FLAGSTAFF,AZ86005
NONE I SCHOLARSHIPS 750
LORENA COSEN


EASTERN ARIZONA COLLEGE FINANCIAL
AID OFFICE 615 N STADIUM AVE
THATCHER,AZ85552
NONE I SCHOLARSHIPS 500
TY KENNETH MANGUM


EASTERN ARIZONA COLLEGE FINANCIAL
AID OFFICE 615 N STADIUM AVE
THATCHER,AZ85552
NONE I SCHOLARSHIPS 500
DEZIREE JUAREZ


EASTERN ARIZONA COLLEGE FINANCIAL
AID OFFICE 615 N STADIUM AVE
THATCHER,AZ85552
NONE I SCHOLARSHIPS 500
ANNALYSSA STRADLING


EASTERN ARIZONA COLLEGE FINANCIAL
AID OFFICE 615 N STADIUM AVE
THATCHER,AZ85552
NONE I SCHOLARSHIPS 500
SELENA MCGARRY


EASTERN ARIZONA COLLEGE FINANCIAL
AID OFFICE 615 N STADIUM AVE
THATCHER,AZ85552
NONE I SCHOLARSHIPS 500
MARCOS GUILLEN


EASTERN ARIZONA COLLEGE FINANCIAL
AID OFFICE 615 N STADIUM AVE
THATCHER,AZ85552
NONE I SCHOLARSHIPS 750
DESTINY GRAHAM


PHOENIX COLLEGE FINANCIAL AID
OFFICE 1202 W THOMAS ROAD
PHOENIX,AZ85008
NONE I SCHOLARSHIPS 1,250
IRAKOZE JEANET


ESTRELLA MOUNTAIN COMMUNITY COLLEGE
FINANCIAL AID OFFICE 3000 NORTH DYS
AVONDALE,AZ85324
NONE I SCHOLARSHIPS 500
MELANIE ROMERO


ESTRELLA MOUNTAIN COMMUNITY COLLEGE
FINANCIAL AID OFFICE 3000 NORTH DYS
AVONDALE,AZ85324
NONE I SCHOLARSHIPS 750
EMILY FLORES


ESTRELLA MOUNTAIN COMMUNITY COLLEGE
FINANCIAL AID OFFICE 3000 NORTH DYS
AVONDALE,AZ85324
NONE I SCHOLARSHIPS 500
DAISY HERNANDEZ BELTRAN


ESTRELLA MOUNTAIN COMMUNITY COLLEGE
FINANCIAL AID OFFICE 3000 NORTH DYS
AVONDALE,AZ85324
NONE I SCHOLARSHIPS 500
ALEX MADA


ESTRELLA MOUNTAIN COMMUNITY COLLEGE
FINANCIAL AID OFFICE 3000 NORTH DYS
AVONDALE,AZ85324
NONE I SCHOLARSHIPS 1,250
DEVIN MCKINLEY


NORTHERN ARIZONA UNIVERSITY
FINANCIAL AID OFFICE PO BOX 4108
FLAGSTAFF,AZ86011
NONE I SCHOLARSHIPS 2,000
REBECCA SANDOVAL


GATEWAY COMMUNITY COLLEGE FINANCIAL
AID OFFICE 108 N 40TH STREET
PHOENIX,AZ85029
NONE I SCHOLARSHIPS 500
ROSALBA VIZCARRA


GATEWAY COMMUNITY COLLEGE FINANCIAL
AID OFFICE 108 N 40TH STREET
PHOENIX,AZ85029
NONE I SCHOLARSHIPS 500
ALEXANDER LEE


GLENDALE COMMUNITY COLLEGE 6000
WEST OLIVE AVENUE
GLENDALE,AZ85302
NONE I SCHOLARSHIPS 500
ALICIA SIEMEK


GLENDALE COMMUNITY COLLEGE 6000
WEST OLIVE AVENUE
GLENDALE,AZ85302
NONE I SCHOLARSHIPS 500
MARIA V PINA


GLENDALE COMMUNITY COLLEGE 6000
WEST OLIVE AVENUE
GLENDALE,AZ85302
NONE I SCHOLARSHIPS 500
MARIA PINA


GLENDALE COMMUNITY COLLEGE 6000
WEST OLIVE AVENUE
GLENDALE,AZ85302
NONE I SCHOLARSHIPS 500
NICOLE MARQUEZ


GLENDALE COMMUNITY COLLEGE 6000
WEST OLIVE AVENUE
GLENDALE,AZ85302
NONE I SCHOLARSHIPS 500
EDWIN CARRILLO


GLENDALE COMMUNITY COLLEGE 6000
WEST OLIVE AVENUE
GLENDALE,AZ85302
NONE I SCHOLARSHIPS 1,250
LEONEL ARAUJO


GLENDALE COMMUNITY COLLEGE 6000
WEST OLIVE AVENUE
GLENDALE,AZ85302
NONE I SCHOLARSHIPS 1,250
LIZETH MEZA


GLENDALE COMMUNITY COLLEGE 6000
WEST OLIVE AVENUE
GLENDALE,AZ85302
NONE I SCHOLARSHIPS 1,250
MICKELENA MURPHY


GLENDALE COMMUNITY COLLEGE 6000
WEST OLIVE AVENUE
GLENDALE,AZ85302
NONE I SCHOLARSHIPS 625
ILSE AGUIRRE


GLENDALE COMMUNITY COLLEGE 6000
WEST OLIVE AVENUE
GLENDALE,AZ85302
NONE I SCHOLARSHIPS 2,500
JENNIFER CHAVEZ


GRAND CANYON UNIVERSITY FINANCIAL
AID 3300 W CAMELBACK RD
PHOENIX,AZ85009
NONE I SCHOLARSHIPS 1,000

EDUCATION ENRICHMENT FOUNDATION (TUSD)

5049 E BROADWAY BLVD STE 107
TUCSON,AZ85711
NONE PC SCHOLARSHIPS 24,900
EVELYN MORENO


GRAND CANYON UNIVERSITY FINANCIAL
AID 3300 W CAMELBACK RD
PHOENIX,AZ85009
NONE I SCHOLARSHIPS 1,250
FATIMA LOPEZ GUTIERREZ


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 4,500
JAYCOB MARTINEZ


GRAND CANYON UNIVERSITY FINANCIAL
AID 3300 W CAMELBACK RD
PHOENIX,AZ85009
NONE I SCHOLARSHIPS 2,813
JOBANCA AIDE NUNEZ


GRAND CANYON UNIVERSITY FINANCIAL
AID 3300 W CAMELBACK RD
PHOENIX,AZ85009
NONE I SCHOLARSHIPS 2,000
ANETTE MATUZ


GRAND CANYON UNIVERSITY FINANCIAL
AID 3300 W CAMELBACK RD
PHOENIX,AZ85009
NONE I SCHOLARSHIPS 1,250
EDUARDO DIAZ LOPEZ


GRAND CANYON UNIVERSITY FINANCIAL
AID 3300 W CAMELBACK RD
PHOENIX,AZ85009
NONE I SCHOLARSHIPS 1,250
KARELI BORRUEL


GRAND CANYON UNIVERSITY FINANCIAL
AID 3300 W CAMELBACK RD
PHOENIX,AZ85009
NONE I SCHOLARSHIPS 1,250
LEATA TAPUTU


GRAND CANYON UNIVERSITY FINANCIAL
AID 3300 W CAMELBACK RD
PHOENIX,AZ85009
NONE I SCHOLARSHIPS 1,250
OTONIEL CORTEZ


GRAND CANYON UNIVERSITY FINANCIAL
AID 3300 W CAMELBACK RD
PHOENIX,AZ85009
NONE I SCHOLARSHIPS 1,250
ANGEL AYALA FLORES


GRAND CANYON UNIVERSITY FINANCIAL
AID 3300 W CAMELBACK RD
PHOENIX,AZ85009
NONE I SCHOLARSHIPS 625
JORDI SANTOS


GRAND CANYON UNIVERSITY FINANCIAL
AID 3300 W CAMELBACK RD
PHOENIX,AZ85009
NONE I SCHOLARSHIPS 1,250
LOTONUULELOLOGATELE TAPUTU


GRAND CANYON UNIVERSITY FINANCIAL
AID 3300 W CAMELBACK RD
PHOENIX,AZ85009
NONE I SCHOLARSHIPS 1,250
GISELLE ROJAS GUZMAN


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 4,500
LUCILLIA FALLA


MESA COMMUNITY COLLEGE FINANCIAL
AID OFFICE 1833 W SOUTHERN AVE
MESA,AZ85197
NONE I SCHOLARSHIPS 500
NATALY URBINA


MESA COMMUNITY COLLEGE FINANCIAL
AID OFFICE 1833 W SOUTHERN AVE
MESA,AZ85197
NONE I SCHOLARSHIPS 500
MADISON ANGEROTH


MESA COMMUNITY COLLEGE FINANCIAL
AID OFFICE 1833 W SOUTHERN AVE
MESA,AZ85197
NONE I SCHOLARSHIPS 500
LILIANA ENCINAS


MESA COMMUNITY COLLEGE FINANCIAL
AID OFFICE 1833 W SOUTHERN AVE
MESA,AZ85197
NONE I SCHOLARSHIPS 500
PRECIOUS WILSON


MESA COMMUNITY COLLEGE FINANCIAL
AID OFFICE 1833 W SOUTHERN AVE
MESA,AZ85197
NONE I SCHOLARSHIPS 500
ANDREW BERNTHAL


MESA COMMUNITY COLLEGE FINANCIAL
AID OFFICE 1833 W SOUTHERN AVE
MESA,AZ85197
NONE I SCHOLARSHIPS 500
DA NAYA FULLER


MESA COMMUNITY COLLEGE FINANCIAL
AID OFFICE 1833 W SOUTHERN AVE
MESA,AZ85197
NONE I SCHOLARSHIPS 500

SUNNYSIDE FOUNDATION

2054 E GINTER ROAD ROOM 103
TUCSON,AZ85706
NONE PC SCHOLARSHIPS 10,000
JAAM AYII


ARIZONA STATE UNIVERSITY SCHOLARSHI
OFFICE P O BOX 870412
TEMPE,AZ85287
NONE I SCHOLARSHIPS 5,625
JACQUELINE GUTIERREZ


3580 WILSHIRE BLVD 4TH FLOOR
LOS ANGELES,CA90010
NONE I SCHOLARSHIPS 6,250

CAMP CATANESE

3449 N 39TH AVE
PHOENIX,AZ85019
NONE PC SCHOLARSHIPS 500

AMPHI FOUNDATION

701 W WETMORE RD
TUCSON,AZ85705
NONE PC SCHOLARSHIPS 10,000

ARIZONA EDUCATION FOUNDATION

2100 N CENTRAL AVE 212
PHOENIX,AZ85004
NONE PC SCHOLARSHIPS 1,000
JAIME GALLEGOS


PHOENIX COLLEGE FINANCIAL AID
OFFICE 1202 W THOMAS ROAD
PHOENIX,AZ85008
NONE I SCHOLARSHIPS 1,250
ANTONIO ROBERT IVIE


NORTHERN ARIZONA UNIVERSITY
FINANCIAL AID OFFICE PO BOX 4108
FLAGSTAFF,AZ86011
NONE I SCHOLARSHIPS 1,000
IVORY BACY


NORTHERN ARIZONA UNIVERSITY
FINANCIAL AID OFFICE PO BOX 4108
FLAGSTAFF,AZ86011
NONE I SCHOLARSHIPS 1,000
DANIELA GUADALUPE ACEVEDO RAMIREZ


NORTHERN ARIZONA UNIVERSITY
FINANCIAL AID OFFICE PO BOX 4108
FLAGSTAFF,AZ86011
NONE I SCHOLARSHIPS 1,000
RAYMOND FELICIANO RODRIGUEZ


NORTHERN ARIZONA UNIVERSITY
FINANCIAL AID OFFICE PO BOX 4108
FLAGSTAFF,AZ86011
NONE I SCHOLARSHIPS 1,000
GERARDO SILVA


NORTHERN ARIZONA UNIVERSITY
FINANCIAL AID OFFICE PO BOX 4108
FLAGSTAFF,AZ86011
NONE I SCHOLARSHIPS 2,000
LUIS ENRIQUE ALQUISIRA RAMIREZ


NORTHERN ARIZONA UNIVERSITY
FINANCIAL AID OFFICE PO BOX 4108
FLAGSTAFF,AZ86011
NONE I SCHOLARSHIPS 1,000
JOVANNY CONTRERAS


GRAND CANYON UNIVERSITY FINANCIAL
AID 3300 W CAMELBACK RD
PHOENIX,AZ85009
NONE I SCHOLARSHIPS 2,000
ARIANNA MORRIS


NORTHERN ARIZONA UNIVERSITY
FINANCIAL AID OFFICE PO BOX 4108
FLAGSTAFF,AZ86011
NONE I SCHOLARSHIPS 1,000
ZAYNA ADONCIA SHEIKHOLESLAM


NORTHERN ARIZONA UNIVERSITY
FINANCIAL AID OFFICE PO BOX 4108
FLAGSTAFF,AZ86011
NONE I SCHOLARSHIPS 1,000
LENORA ANNE ARGOMANIZ


NORTHERN ARIZONA UNIVERSITY
FINANCIAL AID OFFICE PO BOX 4108
FLAGSTAFF,AZ86011
NONE I SCHOLARSHIPS 1,000
DANIELLE LYNN SMITH


NORTHERN ARIZONA UNIVERSITY
FINANCIAL AID OFFICE PO BOX 4108
FLAGSTAFF,AZ86011
NONE I SCHOLARSHIPS 1,000
AALIYAH SLATES


NORTHERN ARIZONA UNIVERSITY
FINANCIAL AID OFFICE PO BOX 4108
FLAGSTAFF,AZ86011
NONE I SCHOLARSHIPS 1,000
BRIANNA BLACK


NORTHERN ARIZONA UNIVERSITY
FINANCIAL AID OFFICE PO BOX 4108
FLAGSTAFF,AZ86011
NONE I SCHOLARSHIPS 1,000
KAREN VARGAS


ESTRELLA MOUNTAIN COMMUNITY COLLEGE
FINANCIAL AID OFFICE 3000 NORTH DYS
AVONDALE,AZ85324
NONE I SCHOLARSHIPS 1,000
EDDIE ZAZUETA


NORTHERN ARIZONA UNIVERSITY
FINANCIAL AID OFFICE PO BOX 4108
FLAGSTAFF,AZ86011
NONE I SCHOLARSHIPS 1,000
ELIZABETH NEGRETE


NORTHERN ARIZONA UNIVERSITY
FINANCIAL AID OFFICE PO BOX 4108
FLAGSTAFF,AZ86011
NONE I SCHOLARSHIPS 1,000
LENORA ARGOMANIZ


NORTHERN ARIZONA UNIVERSITY
FINANCIAL AID OFFICE PO BOX 4108
FLAGSTAFF,AZ86011
NONE I SCHOLARSHIPS 1,000
LUIS ALQUISIRA


NORTHERN ARIZONA UNIVERSITY
FINANCIAL AID OFFICE PO BOX 4108
FLAGSTAFF,AZ86011
NONE I SCHOLARSHIPS 1,250
SARAH FRIEDMAN


NORTHERN ARIZONA UNIVERSITY
FINANCIAL AID OFFICE PO BOX 4108
FLAGSTAFF,AZ86011
NONE I SCHOLARSHIPS 1,000
THOMAS KRAMER


NORTHERN ARIZONA UNIVERSITY
FINANCIAL AID OFFICE PO BOX 4108
FLAGSTAFF,AZ86011
NONE I SCHOLARSHIPS 1,250
TY MANGUM


NORTHERN ARIZONA UNIVERSITY
FINANCIAL AID OFFICE PO BOX 4108
FLAGSTAFF,AZ86011
NONE I SCHOLARSHIPS 1,000
VICTORIA JACKOWSKI


NORTHERN ARIZONA UNIVERSITY
FINANCIAL AID OFFICE PO BOX 4108
FLAGSTAFF,AZ86011
NONE I SCHOLARSHIPS 1,000
ZAYNA SHEIKHOLESLAM


NORTHERN ARIZONA UNIVERSITY
FINANCIAL AID OFFICE PO BOX 4108
FLAGSTAFF,AZ86011
NONE I SCHOLARSHIPS 1,000
GIA RUIZ


NORTHERN ARIZONA UNIVERSITY
FINANCIAL AID OFFICE PO BOX 4108
FLAGSTAFF,AZ86011
NONE I SCHOLARSHIPS 1,250
LIZBETH SUAREZ GARCIA


NORTHERN ARIZONA UNIVERSITY
FINANCIAL AID OFFICE PO BOX 4108
FLAGSTAFF,AZ86011
NONE I SCHOLARSHIPS 2,500
EDDIE BRANDON ZAZUETA


NORTHERN ARIZONA UNIVERSITY
FINANCIAL AID OFFICE PO BOX 4108
FLAGSTAFF,AZ86011
NONE I SCHOLARSHIPS 2,000
EDUARDO RANGEL


NORTHERN ARIZONA UNIVERSITY
FINANCIAL AID OFFICE PO BOX 4108
FLAGSTAFF,AZ86011
NONE I SCHOLARSHIPS 2,500
CYRUS BRYANT


NORTHERN ARIZONA UNIVERSITY
FINANCIAL AID OFFICE PO BOX 4108
FLAGSTAFF,AZ86011
NONE I SCHOLARSHIPS 2,500
APRIL HERNANDEZ


NORTHERN ARIZONA UNIVERSITY
FINANCIAL AID OFFICE PO BOX 4108
FLAGSTAFF,AZ86011
NONE I SCHOLARSHIPS 2,500
MARK COLCLOUGH


NORTHERN ARIZONA UNIVERSITY
FINANCIAL AID OFFICE PO BOX 4108
FLAGSTAFF,AZ86011
NONE I SCHOLARSHIPS 2,000
PRISCILLA KEE


PARADISE VALLEY COMMUNITY COLLEGE
18401 NORTH 32ND STREET
PHOENIX,AZ85028
NONE I SCHOLARSHIPS 1,500
KRISTA COOPER-SCHMIDT


YAVAPAI COLLEGE 1100 E SHELDON
STREET PRESCOTT AZ 86301
PRESCOTT,AZ86301
NONE I SCHOLARSHIPS 1,250
DAMARIS DESIDERIO PERALTA


PARADISE VALLEY COMMUNITY COLLEGE
18401 NORTH 32ND STREET
PHOENIX,AZ85028
NONE I SCHOLARSHIPS 500
JASMIN MARGARET BATALLONES


PARADISE VALLEY COMMUNITY COLLEGE
18401 NORTH 32ND STREET
PHOENIX,AZ85028
NONE I SCHOLARSHIPS 500
IGNACIO ZARAGOZA


PARADISE VALLEY COMMUNITY COLLEGE
18401 NORTH 32ND STREET
PHOENIX,AZ85028
NONE I SCHOLARSHIPS 750
JULIANNA MATA-PONCE


PARADISE VALLEY COMMUNITY COLLEGE
18401 NORTH 32ND STREET
PHOENIX,AZ85028
NONE I SCHOLARSHIPS 1,250
HEBAH SHAIE


PARADISE VALLEY COMMUNITY COLLEGE
18401 NORTH 32ND STREET
PHOENIX,AZ85028
NONE I SCHOLARSHIPS 500
HILARY ARCE


PHOENIX COLLEGE FINANCIAL AID
OFFICE 1202 W THOMAS ROAD
PHOENIX,AZ85008
NONE I SCHOLARSHIPS 500
JAN ALEXANDER LAGUNAS SEGURA


PHOENIX COLLEGE FINANCIAL AID
OFFICE 1202 W THOMAS ROAD
PHOENIX,AZ85008
NONE I SCHOLARSHIPS 500

MARICOPA COMMUNITY COLLEGES FOUNDATION

2419 W 14TH ST
TEMPE,AZ85281
NONE PF SCHOLARSHIPS 8,750
JAN LAGUNAS SEGURA


PHOENIX COLLEGE FINANCIAL AID
OFFICE 1202 W THOMAS ROAD
PHOENIX,AZ85008
NONE I SCHOLARSHIPS 500
MARINA NOTAH


MESA COMMUNITY COLLEGE FINANCIAL
AID OFFICE 1833 W SOUTHERN AVE
MESA,AZ85197
NONE I SCHOLARSHIPS 1,250
PATRICIA CANIZALES MEDINA


PHOENIX COLLEGE FINANCIAL AID
OFFICE 1202 W THOMAS ROAD
PHOENIX,AZ85008
NONE I SCHOLARSHIPS 750
PASCAL RUKUNDO


PHOENIX COLLEGE FINANCIAL AID
OFFICE 1202 W THOMAS ROAD
PHOENIX,AZ85008
NONE I SCHOLARSHIPS 1,250
JESUS RAMIREZ


PHOENIX COLLEGE FINANCIAL AID
OFFICE 1202 W THOMAS ROAD
PHOENIX,AZ85008
NONE I SCHOLARSHIPS 1,250
MIREJA LASSIO


MESA COMMUNITY COLLEGE FINANCIAL
AID OFFICE 1833 W SOUTHERN AVE
MESA,AZ85197
NONE I SCHOLARSHIPS 1,250
KENNETH SANDOVAL


PHOENIX COLLEGE FINANCIAL AID
OFFICE 1202 W THOMAS ROAD
PHOENIX,AZ85008
NONE I SCHOLARSHIPS 1,250
VIOLETA HERNANDEZ


PHOENIX COLLEGE FINANCIAL AID
OFFICE 1202 W THOMAS ROAD
PHOENIX,AZ85008
NONE I SCHOLARSHIPS 1,250
PATRICIA CANIZALES


PHOENIX COLLEGE FINANCIAL AID
OFFICE 1202 W THOMAS ROAD
PHOENIX,AZ85008
NONE I SCHOLARSHIPS 2,500
ANGIE CHOJOLAN


PHOENIX COLLEGE FINANCIAL AID
OFFICE 1202 W THOMAS ROAD
PHOENIX,AZ85008
NONE I SCHOLARSHIPS 1,500
MAXIMILIANO MARQUINA


PHOENIX COLLEGE FINANCIAL AID
OFFICE 1202 W THOMAS ROAD
PHOENIX,AZ85008
NONE I SCHOLARSHIPS 2,500
BRITTANY ALLEN


PIMA COMMUNITY COLLEGE FINANCIAL
AID OFFICE 4905 E BROADWAY BLVD
TUCSON,AZ85709
NONE I SCHOLARSHIPS 500
CLAUDIA CORONADO


PIMA COMMUNITY COLLEGE FINANCIAL
AID OFFICE 4905 E BROADWAY BLVD
TUCSON,AZ85709
NONE I SCHOLARSHIPS 500
CLAUDIA NOEMI CORONADO


PIMA COMMUNITY COLLEGE FINANCIAL
AID OFFICE 4905 E BROADWAY BLVD
TUCSON,AZ85709
NONE I SCHOLARSHIPS 750
JESSICA MARCUM


PIMA COMMUNITY COLLEGE FINANCIAL
AID OFFICE 4905 E BROADWAY BLVD
TUCSON,AZ85709
NONE I SCHOLARSHIPS 750
DREW COOPER


PIMA COMMUNITY COLLEGE FINANCIAL
AID OFFICE 4905 E BROADWAY BLVD
TUCSON,AZ85709
NONE I SCHOLARSHIPS 500
CIRASOLE GRACE HOUSER


RIO SALADO COMMUNITY COLLEGE
FINANCIAL AID OFFICE 2323 W 14TH ST
TEMPE,AZ85278
NONE I SCHOLARSHIPS 500
JOCELYNN BENITEZ SALINAS


SCOTTSDALE COMMUNITY COLLEGE 9000
EAST CHAPARRAL ROAD
SCOTTSDALE,AZ85256
NONE I SCHOLARSHIPS 500
MIA ALEXA LUGO ROMERO


SCOTTSDALE COMMUNITY COLLEGE 9000
EAST CHAPARRAL ROAD
SCOTTSDALE,AZ85256
NONE I SCHOLARSHIPS 500
JEWELL CASTILLO


SCOTTSDALE COMMUNITY COLLEGE 9000
EAST CHAPARRAL ROAD
SCOTTSDALE,AZ85256
NONE I SCHOLARSHIPS 500
DAISY MARTINEZ SANTOYO


SCOTTSDALE COMMUNITY COLLEGE 9000
EAST CHAPARRAL ROAD
SCOTTSDALE,AZ85256
NONE I SCHOLARSHIPS 500
DREW MAYBERRY


SCOTTSDALE COMMUNITY COLLEGE 9000
EAST CHAPARRAL ROAD
SCOTTSDALE,AZ85256
NONE I SCHOLARSHIPS 500
MIA LUGO ROMERO


SCOTTSDALE COMMUNITY COLLEGE 9000
EAST CHAPARRAL ROAD
SCOTTSDALE,AZ85256
NONE I SCHOLARSHIPS 500
DIANA SOTO


SOUTH MOUNTAIN COMMUNITY COLLEGE
FINANCIAL AID 7050 SOUTH 24TH STREE
PHOENIX,AZ85037
NONE I SCHOLARSHIPS 500
JORDAN AGULTO


4210 E WASHINGTON ST
PHOENIX,AZ85034
NONE I SCHOLARSHIPS 2,500

TOHONO OODHAM COMMUNITY COLLEGE

TOHONO OODHAM COMMUNITY COLLEGE
FINANCIAL AID MILEPOST 1255 AZ-86
SELLS,AZ85634
NONE GOV SCHOLARSHIPS 500
YAHAIRA LIZBETH LEON GOMEZ


UNIVERSITY OF ARIZONA SCHOLARSHIPS
AWARDS P O BOX 210021
TUCSON,AZ85721
NONE I SCHOLARSHIPS 1,000
JACQUELYNE JARESLY TALAVERA TORRES


UNIVERSITY OF ARIZONA SCHOLARSHIPS
AWARDS P O BOX 210021
TUCSON,AZ85721
NONE I SCHOLARSHIPS 1,000
YOLOTZI LOPEZ ORTEGA


UNIVERSITY OF ARIZONA SCHOLARSHIPS
AWARDS P O BOX 210021
TUCSON,AZ85721
NONE I SCHOLARSHIPS 1,000
NYKOLE LAZCANO


GRAND CANYON UNIVERSITY FINANCIAL
AID 3300 W CAMELBACK RD
PHOENIX,AZ85009
NONE I SCHOLARSHIPS 5,000
FILIBERTO QUINTERO


UNIVERSITY OF ARIZONA SCHOLARSHIPS
AWARDS P O BOX 210021
TUCSON,AZ85721
NONE I SCHOLARSHIPS 1,000
HANNAH WOODARD


UNIVERSITY OF ARIZONA SCHOLARSHIPS
AWARDS P O BOX 210021
TUCSON,AZ85721
NONE I SCHOLARSHIPS 1,000
KURT PHILIP WHITCOE


UNIVERSITY OF ARIZONA SCHOLARSHIPS
AWARDS P O BOX 210021
TUCSON,AZ85721
NONE I SCHOLARSHIPS 1,000
GERARDO DANIEL ABRIL


UNIVERSITY OF ARIZONA SCHOLARSHIPS
AWARDS P O BOX 210021
TUCSON,AZ85721
NONE I SCHOLARSHIPS 1,000
ALEXIA VANCE


UNIVERSITY OF ARIZONA SCHOLARSHIPS
AWARDS P O BOX 210021
TUCSON,AZ85721
NONE I SCHOLARSHIPS 2,000
ANDREA VAN BEVERHOUDT


UNIVERSITY OF ARIZONA SCHOLARSHIPS
AWARDS P O BOX 210021
TUCSON,AZ85721
NONE I SCHOLARSHIPS 1,000
BERNADETTE PEREZ


UNIVERSITY OF ARIZONA SCHOLARSHIPS
AWARDS P O BOX 210021
TUCSON,AZ85721
NONE I SCHOLARSHIPS 1,000
GENEVIEVE CAREY


UNIVERSITY OF ARIZONA SCHOLARSHIPS
AWARDS P O BOX 210021
TUCSON,AZ85721
NONE I SCHOLARSHIPS 1,000
JASON DAYEE


UNIVERSITY OF ARIZONA SCHOLARSHIPS
AWARDS P O BOX 210021
TUCSON,AZ85721
NONE I SCHOLARSHIPS 1,000
KURT WHITCOE


UNIVERSITY OF ARIZONA SCHOLARSHIPS
AWARDS P O BOX 210021
TUCSON,AZ85721
NONE I SCHOLARSHIPS 1,000
YAHAIRA LEON


UNIVERSITY OF ARIZONA SCHOLARSHIPS
AWARDS P O BOX 210021
TUCSON,AZ85721
NONE I SCHOLARSHIPS 1,000
GERARDO ABRIL


UNIVERSITY OF ARIZONA SCHOLARSHIPS
AWARDS P O BOX 210021
TUCSON,AZ85721
NONE I SCHOLARSHIPS 1,250
MARIO JAQUEZ


UNIVERSITY OF ARIZONA SCHOLARSHIPS
AWARDS P O BOX 210021
TUCSON,AZ85721
NONE I SCHOLARSHIPS 1,250
RODOLFO ACOSTA-ORDONEZ


NORTHERN ARIZONA UNIVERSITY
FINANCIAL AID OFFICE PO BOX 4108
FLAGSTAFF,AZ86011
NONE I SCHOLARSHIPS 2,000
VIVIANA LOPEZ


GATEWAY COMMUNITY COLLEGE FINANCIAL
AID OFFICE 108 N 40TH STREET
PHOENIX,AZ85029
NONE I SCHOLARSHIPS 1,250
Total .................................right arrow 3a 323,333
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
aSTUDENT LOAN INTEREST         1
bSTUDENT LOAN REPAYMENTS NET OF BAD DEBTS         1,964
cSCHOLARSHIP REFUNDS         12,158
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities ....     14 205,120  
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 -3,497  
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) .. 0 201,623 14,123
13Total. Add line 12, columns (b), (d), and (e)..................
13
215,746
(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.)
1A CHARGING INTEREST AT LOW RATES ON STUDENT LOANS IS PART OF THE ORGANIZATION'S EXEMPT PURPOSE OF PROVIDING LOANS AND SCHOLARSHIP GRANTS TO NEEDY AND QUALIFIED STUDENTS IN ARIZONA.
1B CASH BASIS TAXPAYER THAT REPORTS THE STUDENT LOAN REPAYMENTS AS
1C REVENUE FOR TAX REPORTING SINCE STUDENT LOANS HAVE BEEN DEDUCTED AS GRANT EXPENSE IN PRIOR YEARS
1D SCHOLARSHIPS REFUNDED
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
DOUGHERTY FOUNDATION INC
 
Employer identification number

86-6051637
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
DOUGHERTY FOUNDATION INC
 
Employer identification number
86-6051637
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
DANNY VALENZUELA
2019 W CALLE GUATAMOTE
 
GREEN VALLEY, AZ85622

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
COMMUNITY FOUNDATION OF SOUTHERN ARIZONA
 
5049 E BROADWAY BLVD 201
 
TUCSON, AZ85711

$ 77,902


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
3
BOYS HOPE GIRLS HOPE
 
3443 N CENTRA AVE ARCADE 7
 
PHOENIX, AZ85012

$ 20,795


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
4
COHOOTS FOUNDATION
 
221 E INDIANOLA AVE
 
PHOENIX, AZ85012

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
5
CAMP CATANESE
 
1 W CAMPBELL AVE 2110
 
PHOENIX, AZ85013

$ 53,500


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
6
JOBS FOR AMERICAS GRADUATES
 
1600 DUKE STREET SUITE 210
 
ALEXANDRIA, VA22314

$ 8,000


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

86-6051637
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
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(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
DOUGHERTY FOUNDATION INC
 
Employer identification number

86-6051637
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:
DOUGHERTY FOUNDATION INC
EIN:
86-6051637
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 25,875 2,000   23,875

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TY 2023 DepreciationSchedule
Name:
DOUGHERTY FOUNDATION INC
EIN:
86-6051637
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)
Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
COMPUTER DESK 1994-08-02 396 396 SL 5.000000000000 0 0    
MINI BLINDS, 3 DAY BLINDS 1994-09-06 223 223 SL 5.000000000000 0 0    
CONFERENCE TABLE AND CHAIRS 1994-10-19 1,843 1,843 SL 5.000000000000 0 0    
FAX MACHINE 1995-11-26 375 375 SL 5.000000000000 0 0    
HP COLOR PRINTER 2000-04-01 396 396 SL 5.000000000000 0 0    
WHIRLPOOL REFRIGERATOR 2002-11-01 419 419 SL 5.000000000000 0 0    
FOUNDATION IFILM 2004-05-01 7,500 7,500 SL 5.000000000000 0 0    
CANON COPY MACHINE 2007-01-01 324 324 SL 5.000000000000 0 0    
HP COLOR LASER JET PRINTER 2009-04-01 603 603 SL 5.000000000000 0 0    
DELL COMPUTER SYSTEM 2010-09-01 2,625 2,625 SL 5.000000000000 0 0    
DELL INSPIRON 15 5000 2015-02-01 1,068 1,068 SL 5.000000000000 0 0    
OFFICE FURNITURE 2018-10-03 2,310 2,310 SL 5.000000000000 0 0    
REFRIGERATOR 2018-10-03 476 476 SL 5.000000000000 0 0    
LAPTOP DELL INSPIRON 2021-06-16 1,050 94 SL 5.000000000000 210 0    
BEST BUY OFFICE EQUIPMENT 2021-07-15 162 48 SL 5.000000000000 32 0    

TY 2023 ExplnOfNonFilingWithAGStmt
Name:
DOUGHERTY FOUNDATION INC
EIN:
86-6051637
Statement:
THE FOUNDATION IS INCORPORATED IN AND ITS MAIN OFFICE IS LOCATED IN ARIZONA SO THAT IS THE STATE LISTED ON LINE 8A IN ACCORDANCE WITH THE IRS FORM 990-PF INSTRUCTIONS. THE AZ ATTORNEY GENERAL DOES NOT REQUIRE, AND DOES NOT ACCEPT, A COPY OF THE FORM 990-PF TO BE FILED WITH THEIR OFFICE. IN ACCORDANCE WITH THESE INSTRUCTIONS, THE FOUNDATION HAS NOT FURNISHED A COPY OF THE FORM 990-PF WITH THE AZ ATTORNEY GENERAL IN COMPLIANCE WITH THEIR REQUIREMENTS.

TY 2023 InvestmentsOtherSchedule2
Name:
DOUGHERTY FOUNDATION INC
EIN:
86-6051637
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MULTI ASSET FUND - TIFF AT COST 6,086,674 6,039,160

TY 2023 LandEtcSchedule2
Name:
DOUGHERTY FOUNDATION INC
EIN:
86-6051637
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
COMPUTER DESK 396 396 0  
MINI BLINDS, 3 DAY BLINDS 223 223 0  
CONFERENCE TABLE AND CHAIRS 1,843 1,843 0  
FAX MACHINE 375 375 0  
HP COLOR PRINTER 396 396 0  
WHIRLPOOL REFRIGERATOR 419 419 0  
FOUNDATION IFILM 7,500 7,500 0  
CANON COPY MACHINE 324 324 0  
HP COLOR LASER JET PRINTER 603 603 0  
DELL COMPUTER SYSTEM 2,625 2,625 0  
DELL INSPIRON 15 5000 1,068 1,068 0  
OFFICE FURNITURE 2,310 2,310 0  
REFRIGERATOR 476 476 0  
LAPTOP DELL INSPIRON 1,050 304 746  
BEST BUY OFFICE EQUIPMENT 162 80 82  


TY 2023 OtherExpensesSchedule
Name:
DOUGHERTY FOUNDATION INC
EIN:
86-6051637
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSE 21,040 18   21,022
BAD DEBT EXPENSE 5,803 5,803   0


TY 2023 OtherIncomeSchedule2
Name:
DOUGHERTY FOUNDATION INC
EIN:
86-6051637
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
STUDENT LOAN INTEREST 1 1 1
STUDENT LOAN REPAYMENTS NET OF BAD DEBTS 1,964   1,964
SCHOLARSHIP REFUNDS 12,158   12,158


TY 2023 OtherIncreasesSchedule
Name:
DOUGHERTY FOUNDATION INC
EIN:
86-6051637
Description Amount
PRIOR PERIOD ADJUSTMENT 677


TY 2023 OtherLiabilitiesSchedule
Name:
DOUGHERTY FOUNDATION INC
EIN:
86-6051637
Description Beginning of Year - Book Value End of Year - Book Value
EXCISE TAX PAYABLE 0 0


TY 2023 OtherProfessionalFeesSchedule
Name:
DOUGHERTY FOUNDATION INC
EIN:
86-6051637
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER PROFESSIONAL FEES 9,467 0   9,467


TY 2023 SubstantialContributorsSch
Name:
DOUGHERTY FOUNDATION INC
EIN:
86-6051637
Name Address
CAMP CATANESE
 
1 W CAMBELL AVE 2110
PHOENIX,AZ85013
DANNY VALENZUELA 2019 W CALLE GUATAMOTE
GREEN VALLEY,AZ85622
JOBS FOR AMERICAS GRADUATES
 
1729 KING STREET SUITE 100
ALEXANDRIA,VA22314


TY 2023 TaxesSchedule
Name:
DOUGHERTY FOUNDATION INC
EIN:
86-6051637
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROPERTY TAXES 9 9   0
FEDERAL EXCISE TAX 6,800 0   0
PAYROLL TAXES 12,503 2,501   17,299