Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
A For the 2023 calendar year, or tax year beginning 01-01-2023 , and ending 12-31-2023
BCheck if applicable:
CName of organization
BHHS Legacy Foundation
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
360 E CORONADO ROAD 100
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHOENIX, AZ85004
D Employer identification number

95-3239789
E Telephone number

G Gross receipts $ 9,199,645
F Name and address of principal officer:
GERALD WISSINK
360 E CORONADO ROAD 100
PHOENIX,AZ85004
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
WWW.BHHSLEGACY.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number  
K Form of organization:  
L Year of formation: 1977
M State of legal domicile: AZ
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: BHHS LEGACY FOUNDATION'S MISSION IS TO ENHANCE THE QUALITY OF LIFE AND HEALTH OF THOSE WE SERVE.
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 13
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 12
5 Total number of individuals employed in calendar year 2023 (Part V, line 2a) ...... 5 11
6 Total number of volunteers (estimate if necessary) ............. 6 12
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 25,255
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 18,498
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 0 109,090
9 Program service revenue (Part VIII, line 2g) ......... 424,349 586,706
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 4,127,204 8,503,849
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 4,551,553 9,199,645
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 6,144,818 5,264,886
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 1,157,344 1,243,705
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) 0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,753,981 1,986,921
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 9,056,143 8,495,512
19 Revenue less expenses. Subtract line 18 from line 12....... -4,504,590 704,133
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 139,984,985 149,063,571
21 Total liabilities (Part X, line 26)............. 3,397,801 3,376,269
22 Net assets or fund balances. Subtract line 21 from line 20..... 136,587,184 145,687,302
Part II
Signature Block
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 officer) is based on all information of which preparer has any knowledge.
Sign Here
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



Phone no.
May the IRS discuss this return with the preparer shown above? See Instructions. ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2023)
Form 990 (2023)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: SEE SCHEDULE O
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 7,799,725 including grants of $ 5,264,886 ) (Revenue $ 586,706 )
A SUPPORTING ORGANIZATION FOR THE PURPOSE OF SUPPORTING THE ACTIVITIES OF LEGACY CONNECTION, AN ARIZONA NONPROFIT TAX-EXEMPT ORGANIZATION, INCLUDING BUT NOT LIMITED TO ADDRESSING FUNDAMENTAL HUMAN NEEDS FOR FOOD, HOUSING CLOTHING AND SAFETY (APPROXIMATELY 53% OF GRANTS) AND HEALTH AND EDUCATION (APPROXIMATELY 47% OF GRANTS).
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expenses7,799,725
Form 990 (2023)
Form 990 (2023)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III..
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part III..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
List of Attached Documents:
// Content
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2023)
Form 990 (2023)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
List of Attached Documents:
// Content
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
List of Attached Documents:
// Content
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
List of Attached Documents:
// Content
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
11
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2023)
Form 990 (2023)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
11
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2023)
Form 990 (2023)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
13
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
12
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
Yes
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
JAMES BURNSIDE360 E CORONADO ROAD SUITE 100   PHOENIX,AZ85004 (602) 778-1200
Form 990 (2023)
Form 990 (2023)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) DANIEL OEHLER
 
DIRECTOR/CHAIRMAN
 2.0
.................
3.0 		X   X       0 0 0
(2) GERALD WISSINK
 
DIRECTOR/CEO
 36.0
.................
4.0 		X   X       332,111 0 36,712
(3) JAMES CARTER
 
DIRECTOR/SECRETARY
 2.0
.................
3.0 		X   X       0 0 0
(4) MICHAEL THIELE
 
DIRECTOR/TREASURER
 2.0
.................
3.0 		X   X       0 0 0
(5) ALLEN JOHNSON
 
DIRECTOR
 2.0
.................
3.0 		X           0 0 0
(6) BLAKE STAMPER DO
 
DIRECTOR
 2.0
.................
3.0 		X           0 0 0
(7) HOWARD MCKENNA
 
DIRECTOR
 2.0
.................
3.0 		X           0 0 0
(8) JACOB DUFFY
 
DIRECTOR
 2.0
.................
4.0 		X           0 0 0
(9) JEANNE O'BRIEN
 
DIRECTOR
 2.0
.................
3.0 		X           0 0 0
(10) PHILLIP HIPPS MD
 
DIRECTOR
 2.0
.................
3.0 		X           0 0 0
(11) SCOTT SEABURY
 
DIRECTOR
 2.0
.................
4.0 		X           0 0 0
(12) SHANNON CLANCEY
 
Director
 2.0
.................
3.0 		X           0 0 0
(13) THOMAS DALLMAN MD
 
DIRECTOR
 2.0
.................
3.0 		X           0 0 0
(14) MARY THOMSON
 
VICE PRESIDENT
 38.0
.................
2.0 		    X       155,175 0 23,313
(15) TERI TOMLINSON
 
VICE PRESIDENT
 39.0
.................
1.0 		    X       99,173 0 5,791




Form 990 (2023)
Form 990 (2023)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;


























1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 586,459 0 65,816
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 2
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0
Form 990 (2023)
Form 990 (2023)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 109,090
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f....... 109,090
Program Service RevenueAmt Business Code
2a RENTAL INCOME 900099 586,706 586,706    
b
c
d
e
f All other program service revenue. 0 0 0 0
g Total. Add lines 2a–2f ..... 586,706
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 1,656,377   25,255 1,631,122
4 Income from investment of tax-exempt bond proceeds        
5 Royalties...........        
(i) Real (ii) Personal
6a Gross rents 6a    
b Less: rental expenses 6b    
c Rental income or (loss) 6c 0 0
d Net rental income or (loss).......        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 6,847,472  
b Less: cost or other basis and sales expenses 7b 0  
c Gain or (loss) 7c 6,847,472 0
d Net gain or (loss)......... 6,847,472     6,847,472
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..        
OtherRevenueMiscAmt
Business Code
11a            
b            
c            
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... 0
12 Total revenue. See instructions..... 9,199,645 586,706 25,255 8,478,594
Form 990 (2023)
Form 990 (2023)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 5,102,504 5,102,504
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 162,382 162,382
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members ....... 0 0
5 Compensation of current officers, directors, trustees, and key employees ...........        
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 652,276 563,746 88,530  
7 Other salaries and wages........ 401,639 325,021 76,618  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 70,813 60,899 9,914  
9 Other employee benefits ....... 49,015 42,153 6,862  
10 Payroll taxes ........... 69,962 59,408 10,554  
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 53,892   53,892  
c Accounting ........... 59,723   59,723  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 0 0 0 0
12 Advertising and promotion .... 211,668 182,335 29,333  
13 Office expenses ....... 21,144 18,214 2,930  
14 Information technology ...... 51,885 44,695 7,190  
15 Royalties ..        
16 Occupancy ........... 245,294 245,294    
17 Travel ............ 63,295 54,524 8,771  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 85,797 85,797    
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 322,000 319,815 2,185  
23 Insurance ... 81,902 70,733 11,169  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a PURCHASED SERVICES 468,746 462,205 6,541  
b INVESTMENT FEES 223,434   223,434  
c CONTRACT SERVICES 92,000   92,000  
d DUES AND SUBSCRIPTIONS 4,208   4,208  
e All other expenses 1,933 0 1,933 0
25 Total functional expenses. Add lines 1 through 24e 8,495,512 7,799,725 695,787 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).        
Form 990 (2023)
Form 990 (2023)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 149,470 1 297,844
2 Savings and temporary cash investments ......... 3,166,341 2 2,675,208
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net .............   4  
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 4,007 9 1,247
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 9,538,204
b Less: accumulated depreciation 10b 2,670,749 4,100,249 10c 6,867,455
11 Investments—publicly traded securities . 77,966,631 11 83,120,991
12 Investments—other securities. See Part IV, line 11 ..... 54,497,309 12 55,983,708
13 Investments—program-related. See Part IV, line 11 .. 0 13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 100,978 15 117,118
16 Total assets. Add lines 1 through 15 (must equal line 33)... 139,984,985 16 149,063,571
Liabilities 17 Accounts payable and accrued expenses ..... 160,864 17 173,185
18 Grants payable ... 3,203,607 18 3,110,630
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 33,330 25 92,454
26 Total liabilities. Add lines 17 through 25.. 3,397,801 26 3,376,269
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 136,587,184 27 145,687,302
28 Net assets with donor restrictions ...........   28  
Organizations that do not follow FASB ASC 958, check here right arrow and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 136,587,184 32 145,687,302
33 Total liabilities and net assets/fund balances ........ 139,984,985 33 149,063,571
Form 990 (2023)
Form 990 (2023)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
9,199,645
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
8,495,512
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
704,133
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
136,587,184
5
Net unrealized gains (losses) on investments ...............
5
8,380,750
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
15,235
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
145,687,302
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2023)
Form 990 (2023)
Additional Data


Software ID: 23017437
Software Version: 2023v5.1
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
BHHS Legacy Foundation
 
Employer identification number

95-3239789
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).
2
A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)
3
A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).
4
A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

5
An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)
6
A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).
7
An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)
8
A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)
9
An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:
10
An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
11
12
An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.
a
Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.
b
Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.
c
Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.
d
Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.
e
Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.
f
Enter the number of supported organizations ............................... 120
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
(A) A New Leaf Inc
  		860256667 9   No 70,000 0
(B) Academy of Building Industries
  		760708797 2   No 15,250 0
(C) American Red Cross of Central and Northern Arizona
  		530196605 7   No 15,000 0
(D) Angels on Patrol Inc
  		275070691 7   No 54,000 0
(E) Arizona Baptist Childrens Services
  		866053028 7   No 5,000 0
(F) Arizona Basketball Coaches Association Inc
  		823409485 9   No 250,000 0
(G) Arizona Center for the Blind and Visually Impaired Inc
  		860133392 7   No 100,000 0
(H) Arizona Community Foundation
  		860348306 7   No 5,000 0
(I) Arizona Educational Foundation Inc
  		942937109 7   No 22,000 0
(J) Arizona Gang Investigators Association Incorporated
  		260218007 9   No 21,000 0
(K) Arizona Myeloma Network
  		320169742 9   No 2,500 0
(L) Arizona State University Foundation for A New American University
  		866051042 5   No 100,000 0
(M) Assistance League of East Valley
  		860659387 9   No 30,000 0
(N) Assistance League of Phoenix
  		860193883 9   No 230,202 0
(O) Audrey's Angels
  		861044280 7   No 2,500 0
(P) AZ Impact for Good
  		202529887 7   No 75,000 0
(Q) Back To School Clothing Drive Association
  		742382265 7   No 0 392,460
(R) Black Mountain K9 Search & Rescue
  		920581214 7   No 1,000 0
(S) Boys & Girls Club Of The Colorado River Inc
  		860573993 7   No 162,411 0
(T) Boys & Girls Clubs of the Valley
  		860550646 7   No 50,000 0
(U) Bridges Reentry Inc
  		825231330 7   No 45,000 0
(V) Bullhead City Lions Club
  		364815032 7   No 7,875 0
(W) Bullhead City Meals on Wheels
  		300212048 7   No 11,000 0
(X) CASA Council Helping Children of Mohave County
  		263573171 7   No 5,590 0
(Y) Catholic Charities Community Services Inc
  		860223999 7   No 135,500 0
(Z) Check for a Lump
  		274626148 7   No 5,000 0
(AA) Child Crisis Arizona
  		860324144 7   No 100,000 0
(AB) Childhelp Inc
  		952884608 7   No 1,500 0
(AC) Childsplay Inc
  		860336473 7   No 75,000 0
(AD) Choices Pregnancy Centers of Greater Phoenix Inc
  		860536082 7   No 10,000 0
(AE) Christ Child Society Of Phoenix
  		860725374 9   No 1,500 0
(AF) Christ Church Lutheran
  		860134466 1   No 5,000 0
(AG) Christian Family Care Agency Inc
  		860430037 7   No 39,500 0
(AH) Circle the City
  		262420730 7   No 100,000 0
(AI) City Bible Church
  		273388273 1   No 7,000 0
(AJ) Colorado River Food Bank
  		880345703 7   No 1,400 0
(AK) Colorado River Union High School District #2
  		861027632 6   No 40,600 0
(AL) Colorado River Womens Council Inc
  		202191245 9   No 2,500 0
(AM) Community Pride Advocates Inc
  		800027722 7   No 91,500 0
(AN) Creighton Community Foundation Inc
  		462275877 7   No 42,000 0
(AO) Crowns of Courage
  		815158760 7   No 20,000 0
(AP) DAMES Charities Inc
  		851013667 7   No 77,500 0
(AQ) Desert Botanical Garden Inc
  		860136925 9   No 20,000 0
(AR) Desert Star Academy
  		452432211 2   No 4,000 0
(AS) Diana Gregory Outreach Services
  		271030793 7   No 71,500 0
(AT) Diocesan Council for the Society of St Vincent de Paul Diocese Phoenix
  		860096789 1   No 156,500 0
(AU) DREAM Foundation Arizona
  		881062186 9   No 20,000 0
(AV) Dress for Success Phoenix
  		263610807 7   No 2,000 0
(AW) Elaine
  		811989463 7   No 36,056 0
(AX) Episcopal Diocese of Arizona
  		860096785 1   No 3,000 0
(AY) Equality Health Foundation
  		830778650 7   No 1,500 0
(AZ) Fiesta Events Inc
  		860666998 9   No 50,000 0
(BA) FireHouse Ministries
  		823081269 1   No 10,000 0
(BB) Food For Families - Bullhead City Food Bank Inc
  		474838008 9   No 4,707 0
(BC) Foundation for Blind Children
  		860129981 7   No 50,000 0
(BD) Free Arts for Abused Children of Arizona
  		860739613 7   No 10,000 0
(BE) Friendship Retirement CorporationGlencroft Center for Modern Aging
  		860265218 9   No 2,000 0
(BF) GiGi's Playhouse Phoenix LLC
  		471746104 9   No 2,000 0
(BG) Go With The Flow Inc
  		831075804 7   No 500 0
(BH) Golden Shores Fire Department Auxiliary
  		813948599 9   No 500 0
(BI) Greater Paradise Valley Community Assistance Team
  		860559779 9   No 2,500 0
(BJ) Guardian Foundation
  		473114836 9   No 5,750 0
(BK) Helping Hands for Single Moms
  		680489835 7   No 32,000 0
(BL) Hope United Methodist Church
  		860475631 1   No 1,300 0
(BM) Human Services Campus Inc
  		463333160 9   No 15,000 0
(BN) Hushabye Nursery
  		822737849 7   No 50,000 0
(BO) Jacob's Hope
  		371828794 7   No 25,000 0
(BP) Joni and Friends
  		953402002 7   No 25,000 0
(BQ) K2 Adventures Foundation
  		953402002 7   No 125,000 0
(BR) Kaboom Inc
  		521970904 9   No 5,000 0
(BS) Kids in Focus
  		472440569 7   No 105,500 0
(BT) Kiwanis Club of Bullhead City Morning Community Service Foundation
  		860947406 7   No 1,000 0
(BU) Kyah Rayne Foundation
  		871903581 7   No 75,000 0
(BV) Legacy Connection
  		900036015 7 Yes   247,168 0
(BW) LEO Foundation
  		204879525 7   No 26,000 0
(BX) LGBTQ Awareness Group of Arizona Inc
  		851690754 7   No 500 0
(BY) Life Choices Women's Clinic
  		860840424 7   No 1,000 0
(BZ) Lily's Pad
  		842851755 7   No 10,000 0
(CA) Lions Camp Tatiyee Inc
  		866052371 9   No 25,000 0
(CB) Lutheran Social Services of the Southwest
  		860252302 1   No 1,500 0
(CC) Maricopa County Community College District Foundation
  		860327449 7   No 49,000 0
(CD) Midwestern University
  		363377698 2   No 30,000 0
(CE) Mission of Mercy Inc
  		860704883 7   No 100,000 0
(CF) Mohave Accelerated Learning Center
  		861017357 2   No 2,750 0
(CG) Mohave Valley Elementary School District #16
  		861027640 6   No 1,500 0
(CH) Mohave Valley United Methodist Church
  		860853050 1   No 16,000 0
(CI) Nation's Finest
  		942699571 7   No 20,000 0
(CJ) New Life Center
  		860635950 7   No 100,000 0
(CK) Northwest Christian School
  		860445016 7   No 2,500 0
(CL) Not My Kid Inc
  		860988329 7   No 60,000 0
(CM) Parents of Addicted Loved Ones
  		473131409 7   No 185,000 0
(CN) Pastoral Care Associates
  		860893815 1   No 5,000 0
(CO) Phoenix Children's Hospital Foundation
  		742421549 7   No 5,000 0
(CP) Phoenix Gospel Mission
  		866057771 7   No 66,500 0
(CQ) Quilts of Comfort
  		471750452 7   No 3,000 0
(CR) Rebuilding Together Valley Of The Sun Inc
  		860680607 7   No 50,000 0
(CS) River Fund Inc
  		272937370 9   No 28,950 0
(CT) Rosies House A Music Academy for Children Inc
  		860650451 7   No 50,000 0
(CU) Scottsdale Community Partners
  		953416943 7   No 25,000 0
(CV) Sleep in Heavenly Peace
  		464346568 7   No 25,000 0
(CW) Solecito Services Inc
  		860493005 7   No 34,800 0
(CX) St Vincent De Paul Society Of Needles Inc
  		330627839 1   No 13,900 0
(CY) St Vincent De Paul- St Margaret Mary Conference
  		860096789 1   No 11,900 0
(CZ) Stardust Non-Profit Building Supplies Inc
  		860868376 7   No 25,000 0
(DA) The ALS Association Arizona Chapter
  		860727136 9   No 85,000 0
(DB) The Beatitudes Campus
  		860192846 9   No 5,000 0
(DC) The Joy Bus
  		463188719 7   No 150,000 0
(DD) The Salvation Army
  		941156347 1   No 10,000 10,446
(DE) Tonto Creek Camp
  		271328630 9   No 0 33,360
(DF) Topock Elementary School District #12
  		460474291 6   No 1,000 0
(DG) Tri-State Athletics Community & Education Stars
  		871858042 7   No 2,000 0
(DH) Tri-State Military Moms
  		451274738 7   No 8,000 0
(DI) UMOM New Day Centers Inc
  		860521062 7   No 1,000 0
(DJ) University of Arizona Foundation
  		866050388 7   No 45,000 0
(DK) Valleywise Health Foundation
  		860777567 9   No 125,000 0
(DL) Veterans in Motion
  		863451709 7   No 2,000 0
(DM) Waste Not Inc
  		860650514 7   No 50,000 0
(DN) We Care Cancer Support Inc
  		562464867 9   No 1,850 0
(DO) Westcare Arizona I Inc
  		860968493 7   No 1,000 0
Total
119
 4,656,959 436,266
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
No
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
No
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
No
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
No
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
No
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
No
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
No
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
No
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
No
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
No
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
No
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
No
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
No
b
A family member of a person described on 11a above?
11b
 
No
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
No
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
Yes
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
Yes
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity 		2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions 		8  
9 Distributable amount for 2023 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2023 		(iii)
Distributable
Amount for 2023
1 Distributable amount for 2023 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2023:
a From 2018.......  
b From 2019.......  
c From 2020.......  
d From 2021.......  
e From 2022.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2023 distributable amount  
i Carryover from 2018 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2023 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2023 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2023, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions. 		 
6 Remaining underdistributions for 2023. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions. 		 
7 Excess distributions carryover to 2024. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2019.....  
b Excess from 2020.....  
c Excess from 2021.....  
d Excess from 2022.....  
e Excess from 2023.....  
Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 


Return Reference Explanation
Schedule A, Part IV, Section A, Line 1 Supported Orgs Listed By Name AS STATED IN ITS ARTICLES OF INCORPORATION, BHHS LEGACY FOUNDATION IS A SUPPORTING ORGANIZATION OF I) LEGACY CONNECTION (ITS PARENT ORGANIZATION WHICH IS A SECTION 170(B)(1 (A)(VI) PUBLIC CHARITY), AND II) A CLASS OF SECTION 501(C)(3) TAX-EXEMPT ORGANIZATIONS OR GOVERNMENTAL UNITS AS REFERRED TO IN SECTION 170(B)(1)(A)(V) AND (C)(1) AND WHICH ARE PUBLIC CHARITIES UNDER SECTION 509(A)(1) OR 509(A)(2) THAT ENHANCE OR PROMOTE THE QUALITY OF LIFE AND HEALTH IN THE STATE OF ARIZONA (OR IN ONE OR MORE OF THE ADJACENT STATES OF NEVADA, CALIFORNIA, NEW MEXICO, UTAH AND COLORADO) BY HEALTH EDUCATION, ILLNESS AND INJURY PREVENTION, AND HEALTH SERVICE ACCESS AND DELIVERY FOR CHILDREN, FAMILIES, SENIORS, AND OTHERS.
Schedule A, Part IV, Section B, Line 2 Benefit Of Supp. Org. Other Than The One Operating The Org. BHHS LEGACY FOUNDATION IS A SUPPORTING ORGANIZATION OF I) LEGACY CONNECTION (ITS TAX-EXEMPT PARENT ORGANIZATION) AND II) A CLASS OF SECTION 501(C)(3) TAX-EXEMPT ORGANIZATIONS OR GOVERNMENTAL UNITS AS REFERRED TO IN SECTION 170(B)(1)(A)(V) AND (C)(1) AND WHICH ARE PUBLIC CHARITIES UNDER SECTION 509(A)(1) OR 509(A (2) THAT ENHANCE OR PROMOTE THE QUALITY OF LIFE AND HEALTH IN THE STATE OF ARIZONA (OR IN ONE OR MORE OF THE ADJACENT STATES OF NEVADA, CALIFORNIA, NEW MEXICO, UTAH AND COLORADO) BY HEALTH EDUCATION, ILLNESS AND INJURY PREVENTION, AND HEALTH SERVICE ACCESS AND DELIVERY FOR CHILDREN, FAMILIES, SENIORS, AND OTHERS. LEGACY CONNECTION'S CHARITABLE PURPOSES INCLUDE ADDRESSING THE FUNDAMENTAL HUMAN NEEDS OF ACCESS TO FOOD, CLOTHING, HEALTH, SAFETY, HOUSING AND EDUCATION. BHHS LEGACY FOUNDATION FURTHERS THESE SAME PURPOSES THROUGH ITS SUPPORT OF LEGACY CONNECTION AND OTHER ORGANIZATIONS THAT PROMOTE THE QUALITY OF LIFE AND HEALTH OF THE COMMUNITY. BHHS LEGACY FOUNDATION PROMOTES LEGACY CONNECTION'S CHARITABLE PURPOSES BY MAKING GRANTS TO THE CLASS OF ORGANIZATIONS THAT ARE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OR ARE GOVERNMENTAL UNITS AND ARE PUBLIC CHARITIES UNDER SECTION 509(A)(1) OR SECTION 509(A)(2), AND THAT HAVE PURPOSES SIMILAR TO THOSE OF LEGACY CONNECTION BECAUSE THEY ENHANCE OR PROMOTE THE QUALITY OF LIFE AND HEALTH OF THE RESIDENTS OF ARIZONA AND SURROUNDING STATES.
Schedule A (Form 990) 2023


Additional Data


Software ID: 23017437
Software Version: 2023v5.1
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
BHHS Legacy Foundation
 
Employer identification number

95-3239789
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow  
b
Permanent endowment right arrow  
c
Term endowment right arrow  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
 
(ii) Related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   648,969 648,969
b Buildings ....   7,467,947 1,411,974 6,055,973
c Leasehold improvements   1,421,288 1,258,775 162,513
d Equipment ....        
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 6,867,455
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3) Other
(A) PRIVATE EQUITY FUNDS		 55,983,708 F
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow 55,983,708
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)right arrow  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
OTHER LIABILITIES 92,454








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 92,454
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ........... 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ........... 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote MANAGEMENT BELIEVES THAT NO UNCERTAIN TAX POSITIONS EXIST AT DECEMBER 31, 2023.
Schedule D (Form 990) 2022


Additional Data


Software ID: 23017437
Software Version: 2023v5.1




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right arrow Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right arrow Attach to Form 990.Right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
BHHS Legacy Foundation
 
Employer identification number

95-3239789
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region		 (f) Total expenditures
for and investments
in the region
Central America and the Caribbean 0 0 Investments   21,283,999
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .... 0 0 21,283,999
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 21,283,999
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2023
Schedule F (Form 990) 2023
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of noncash
assistance 		(h) Description
of noncash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
 
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2023
Schedule F (Form 990) 2023Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
noncash
assistance 		(g) Description
of noncash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2023
Schedule F (Form 990) 2023
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2023
Schedule F (Form 990) 2023
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2023
Additional Data


Software ID: 23017437
Software Version: 2023v5.1




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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
BHHS Legacy Foundation
 
Employer identification number
95-3239789
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) 2Gether We Live Inc
1405 E Fremont Dr
Tempe,AZ85282 		82-1088762 501(C)(3) 6,000       Running - Multisport Chair
(2) A New Leaf Inc
868 E University Drive
Mesa,AZ85203 		86-0256667 501(C)(3) 70,000       Rapid Re-Housing
(3) Academy of Building Industries
1547 E Lipan Blvd
Ft Mohave,AZ86426 		76-0708797 501(C)(3) 5,250       Food program
(4) Academy of Building Industries
1547 E Lipan Blvd
Ft Mohave,AZ86426 		76-0708797 501(C)(3) 10,000       New bldg with Classr. & Kit
(5) AMER RED CROSS OF CENTRAL & NORTH AZ
4747 N 22nd St Suite 100
Phoenix,AZ85016 		53-0196605 501(C)(3) 15,000       Home Fire Fin Assistance
(6) Angels on Patrol Inc
PO Box 37985
Phoenix,AZ85069 		27-5070691 501(C)(3) 54,000       Crisis Response
(7) Arizona Baptist Childrens Services
1779 N Alvernon Way
Tucson,AZ85712 		86-6053028 501(C)(3) 5,000       Arms of Love Foster Care
(8) AZ BKB Coaches Association Inc
5725 N 11th Place
Phoenix,AZ85014 		82-3409485 501(C)(3) 250,000       S 7 Bkb Tour & Yth dev acad
(9) AZ Ctr for the Blind and Vis Impaired Inc
3100 E Roosevelt St
Phoenix,AZ85008 		86-0133392 501(C)(3) 100,000       Building a fdn for health eq
(10) AZ Community Fdn
2201 E Camelback Rd
405B
Phoenix,AZ85016 		86-0348306 501(C)(3) 5,000       Let's Make His Tgt Gala
(11) Arizona Educational Foundation Inc
PO BOX 32906
Phoenix,AZ85064 		94-2937109 501(C)(3) 22,000       teachSTEM & AZ Tr. of the yr
(12) AZ Gang Investigators Association Incorporated
22424 S Ellsworth Rd 563
Queen Creek,AZ85142 		26-0218007 501(C)(3) 21,000       Tri State Take Back Training - Reclaiming the Community from Gang Related Drug Trafficking
(13) Arizona State University Foundation for A New American University
PO Box 2260
Tempe,AZ852802260 		86-6051042 501(C)(3) 100,000       Mobile Simulation Training Unit
(14) Assistance League of East Valley
2326 N Alma School Rd
Chandler,AZ85224 		86-0659387 501(C)(3) 30,000       Operation School Bell
(15) Assistance League of Phoenix Arizona
9224 N 5th Street
Phoenix,AZ85020 		86-0193883 501(C)(3) 5,203       Sunrise Rotary Back to School Collaboration
(16) Assistance League of Phoenix
9224 N 5th Street
Phoenix,AZ85020 		86-0193883 501(C)(3) 225,000       Operation School Bell Hohokam
(17) AZ Impact for Good
333 E Osborn Road Suite 245
Phoenix,AZ85012 		20-2529887 501(C)(3) 75,000       2023 Nonprofit Lifecycles: Assessment Workshops & IDEA
(18) Back to School Clothing Drive Association
360 E Coronado Rd 200
Phoenix,AZ85004 		74-2382265 501(C)(3)   392,461 vendor invoices clothing, shoes, backpacks, school supplies, essential hygiene items New clothes
(19) Boys & Girls Club Of The Colorado River Inc
2250 Highland Rd
Bullhead City,AZ86442 		86-0573993 501(C)(3) 125,000       Fort Mohave Clubhouse
(20) Boys & Girls Club Of The Colorado River Inc
2250 Highland Rd
Bullhead City,AZ86442 		86-0573993 501(C)(3) 19,000       Robert Swartzman Memorial Scholarship Fund
(21) Boys & Girls Club Of The Colorado River Inc
2250 Highland Rd
Bullhead City,AZ86442 		86-0573993 501(C)(3) 18,411       Ft. Mohave Clubhouse Signage & clubsgiving 2023
(22) Boys & Girls Clubs of the Valley
4309 E Belleview Street Building
Phoenix,AZ85008 		86-0550646 501(C)(3) 50,000       Oral Health Solutions to Underserved Children
(23) Bridges Reentry Inc
1009 n Vista Verde
Litchfield Park,AZ85340 		82-5231330 501(C)(3) 45,000       Building Bridges
(24) Bullhead City Lions Club
PO Box 22497
Bullhead City,AZ86439 		36-4815032 501(C)(3) 7,875       Children's Vision Project/Part B
(25) Bullhead City Meals on Wheels
2275 Trane Rd
Bullhead City,AZ86442 		30-0212048 501(C)(3) 11,000       Bullhead City Meals on Wheels
(26) CASA Council Helping Children of Mohave County
PO Box 6605 4475 S Camp Mohave Co
Kingman,AZ86402 		26-3573171 501(C)(3) 5,590       Services for foster children
(27) Catholic Charities Community Services Inc
5151 N 19th Avenue
Phoenix,AZ850153224 		86-0223999 501(C)(3) 112,000       Legacy Foundation Christine Stamper Center for Help and Hope
(28) Catholic Charities Community Services Inc
5151 N 19th Avenue
Phoenix,AZ850153224 		86-0223999 501(C)(3) 23,500       Legacy Foundation Christine Stamper Center for Help and Hope
(29) Check for a Lump
360 E Coronado Rd Suite 120
Phoenix,AZ85004 		27-4626148 501(C)(3) 5,000       Pink Out 5K fundraiser
(30) Child Crisis Arizona
817 N Country Club Drive
Mesa,AZ85201 		86-0324144 501(C)(3) 100,000       Medical and Behavioral Health Services for Children in the Welfare System
(31) Childsplay Inc
900 S Mitchell Dr
Tempe,AZ85281 		86-0336473 501(C)(3) 75,000       Eric & Elliot School Tour FY24
(32) Choices Pregnancy Centers of Greater Phoenix Inc
10555 N 58th Drive
Glendale,AZ85302 		86-0536082 501(C)(3) 10,000       General Operations
(33) Christ Church Lutheran
3901 E Indian School Rd
Phoenix,AZ85018 		86-0134466 501(C)(3) 5,000       Sleep in Heavenly Peace
(34) Christian Family Care Agency Inc
2346 N Central Ave
Phoenix,AZ85004 		86-0430037 501(C)(3) 39,500       Legacy Infant and Family Enrichment Program & Gen operations
(35) Circle the City
300 W Clarendon Ave
Phoenix,AZ85013 		26-2420730 501(C)(3) 100,000       Mental Health Street Outreach
(36) City Bible Church
922 Marina Blvd
Bullhead City,AZ864425718 		27-3388273 501(C)(3) 7,000       Holiday Food Program & Adult & Infant Diaper Program
(37) Colorado River Union High School District #2
2251 Highway 95
Bullhead City,AZ86442 		86-1027632 Government entity 20,000       Operational Camouflage Pattern Uniforms for Air Force JROTC High School Students
(38) Colorado River Union High School District #2
2251 Highway 95
Bullhead City,AZ86442 		86-1027632 Government entity 11,000       Essential Needs for Homeless HS Students
(39) Colorado River Union High School District #2
2251 Highway 95
Bullhead City,AZ86442 		86-1027632 Government entity 9,600       Crushed Academy; Basketball team Uniforms and Shoes
(40) Community Pride Advocates Inc
PO Box 22672
Bullhead City,AZ86439 		80-0027722 501(C)(3) 91,500       Gary Keith Park & White Night in the park
(41) Creighton Community Foundation Inc
3219 E Camelback Rd Unit 376
Phoenix,AZ85018 		46-2275877 501(C)(3) 42,000       Food Distribution
(42) Crowns of Courage
4900 North Scottsdale Road Suite 3
Scottsdale,AZ85251 		81-5158760 501(C)(3) 20,000       Crowns of Courage Wigs for Kids
(43) DAMES Charities Inc
360 E Coronado Rd Suite 110
Phoenix,AZ85004 		85-1013667 501(C)(3) 77,500       Mental Health Support for Caregivers
(44) Desert Botanical Garden Inc
1201 N Galvin Parkway
Phoenix,AZ85008 		86-0136925 501(C)(3) 20,000       Spaces of Opportunity Tractor
(45) Diana Gregory Outreach Services
1934 East Camelback Rd Suite 120-
Phoenix,AZ85016 		27-1030793 501(C)(3) 71,500       Senior And Veterans Delivery And Nutrition Program
(46) Diocesan Council for the Society of St Vincent de Paul Diocese Phoenix
420 W Watkins Rd PO Box 13600
Phoenix,AZ85003 		86-0096789 501(C)(3) 6,500       St. Raphael's Conference - Food & Assistance to Individuals in Need
(47) Diocesan Council for the Society of St Vincent de Paul Diocese Phoenix
420 W Watkins Rd PO Box 13600
Phoenix,AZ85003 		86-0096789 501(C)(3) 150,000       Homelessness prevention for people living in poverty
(48) DREAM Foundation Arizona
1850 N Central Ave Suite 1000
Phoenix,AZ85004 		88-1062186 501(C)(3) 20,000       DREAM Students - Section 7
(49) Elaine
1075 W Jackson St
Phoenix,AZ85007 		81-1989463 501(C)(3) 36,056       Transportation Assistance Program (TAP)
(50) Fiesta Events Inc
7135 E Camelback Rd Ste 190
Scottsdale,AZ85251 		86-0666998 501(C)(3) 50,000       Luke AFB Football Field
(51) FireHouse Ministries
809 Bush street
needles,CA92363 		82-3081269 501(C)(3) 10,000       Sub Zero Walk In Freezer
(52) Foundation for Blind Children
1234 E Northern Avenue
Phoenix,AZ85020 		86-0129981 501(C)(3) 50,000       New Horizons
(53) Free Arts for Abused Children of Arizona
352 E Camelback
Phoenix,AZ85012 		86-0739613 501(C)(3) 10,000       Free Arts 2023 Conference Sponsorship
(54) Guardian Foundation
2263 Riverview Court
Bullhead City,AZ86442 		47-3114836 501(C)(3) 5,750       Holiday Food and Clothing for Homeless Individuals & Suicide Prevention & Awareness Walk
(55) Helping Hands for Single Moms
360 E Coronado Rd Suite 150
Phoenix,AZ85004 		68-0489835 501(C)(3) 32,000       Single Mom Nursing Student Program
(56) Human Services Campus Inc
204 S 12th Avenue
Phoenix,AZ85007 		46-3333160 501(C)(3) 15,000       Heat Relief
(57) Hushabye Nursery
2473 S Higley Road Suite 104 PBM
Gilbert,AZ85295 		82-2737849 501(C)(3) 50,000       Parsons $1M Match/General Operating Support
(58) Jacob's Hope
1150 N Country Club Dr 12
Mesa,AZ85201 		37-1828794 501(C)(3) 25,000       Pathways to Hope
(59) Joni and Friends
5025 E Washington Street Suite 106
Phoenix,AZ85034 		95-3402002 501(C)(3) 25,000       Arizona Halftime Respite & Family Plus Programs
(60) K2 Adventures Foundation
14354 N Frank Lloyd Wright Blvd Su
Scottsdale,AZ85260 		95-3402002 501(C)(3) 125,000       Strength to Thrive
(61) Kaboom Inc
7200 Wisconsin Avenue Suite 400
Bethesda,MD20814 		52-1970904 501(C)(3) 5,000       Loma Linda School Playground
(62) Kids in Focus
3104 E Camelback Road 104
Phoenix,AZ85016 		47-2440569 501(C)(3) 10,000       Exhibit Opening Photo Books
(63) Kids in Focus
3104 E Camelback Road 104
Phoenix,AZ85016 		47-2440569 501(C)(3) 95,000       Photography Mentoring Programs
(64) Kyah Rayne Foundation
3104 E Camelback Road Ste 1172
Phoenix,AZ85016 		87-1903581 501(C)(3) 75,000       School Expansion Program
(65) LEO Foundation
24 W Camelback Rd Suite A 407
Phoenix,AZ85013 		20-4879525 501(C)(3) 26,000       Legacy Nursing & Health Related Scholarship, AdmiHER Scholarship, & Tip Off First Responder Scholarship
(66) Lily's Pad
550 W Baseline Rd Suite 102-145
Mesa,AZ85210 		84-2851755 501(C)(3) 10,000       Indoor Playspace for Immunocompromised Children
(67) Lions Camp Tatiyee Inc
5283 West White Mountain Blvd
Lakeside,AZ85929 		86-6052371 501(C)(3) 25,000       Emergency Summer Camp Roof Renovations
(68) Maricopa County Community College District Foundation
2419 West 14th St
Tempe,AZ85281 		86-0327449 501(C)(3) 49,000       The HUG Clinic at Gateway Community College
(69) Midwestern University
19555 N 59th Avenue
Glendale,AZ85308 		36-3377698 501(C)(3) 30,000       Vision Screening and Medical Assistance Program
(70) Mission of Mercy Inc
360 E Coronado Road Suite 160
Phoenix,AZ85004 		86-0704883 501(C)(3) 100,000       Access to Affordable Healthcare and Diabetes Education and Management
(71) Mohave Valley United Methodist Church
1593 E Lipan Blvd
Fort Mohave,AZ86426 		86-0853050 501(C)(3) 16,000       Food Pantry & Holiday Food church
(72) Nation's Finest
2455 Bennett Valley Rd Ste C-105
Santa Rosa,CA95404 		94-2699571 501(C)(3) 20,000       Rapid Rehousing/Homelessness Prevention
(73) New Life Center
PO Box 5005
Goodyear,AZ85338 		86-0635950 501(C)(3) 100,000       Single Suite Creation
(74) Not My Kid Inc
5230 E Shea Blvd
Scottsdale,AZ85254 		86-0988329 501(C)(3) 60,000       Full Continuum of Care
(75) Parents of Addicted Loved Ones
11225 N 28th Drive Suite B102
Phoenix,AZ85029 		47-3131409 501(C)(3) 150,000       2023 PAL Expansion Program
(76) Parents of Addicted Loved Ones
11225 N 28th Drive Suite B102
Phoenix,AZ85029 		47-3131409 501(C)(3) 10,000       Power of Hope Conference
(77) Parents of Addicted Loved Ones
11225 N 28th Drive Suite B102
Phoenix,AZ85029 		47-3131409 501(C)(3) 25,000       Support for Tri-State Families of Addiction - Phase 2
(78) Pastoral Care Associates
2541 N Arizona Ave 4
Chandler,AZ85225 		86-0893815 501(C)(3) 5,000       Pastoral Care Operational Support
(79) PBHMC
360 e Coronado ste 100
PHoenix,AZ85004 		86-0187194 501(C)(3) 247,168       GENERAL SUPPORT
(80) Phoenix Children's Hospital Foundation
2929 E Camelback Rd Suite 122
Phoenix,AZ85016 		74-2421549 501(C)(3) 5,000       WINGS
(81) Phoenix Gospel Mission
PO Box 6708
Phoenix,AZ850056708 		86-6057771 501(C)(3) 35,000       Glendale Works
(82) Phoenix Gospel Mission
PO Box 6708
Phoenix,AZ850056708 		86-6057771 501(C)(3) 31,500       Hope for Hunger & Changing Lives Center
(83) Rebuilding Together Valley Of The Sun Inc
1826 W Broadway Rd 16
Mesa,AZ85202 		86-0680607 501(C)(3) 50,000       Safe at Home Project
(84) River Fund Inc
55 Civic Way
Laughlin,NV89029 		27-2937370 501(C)(3) 22,450       General Operations & Laughlin/Bullhead 5k Cancer Walk
(85) River Fund Inc
55 Civic Way
Laughlin,NV89029 		27-2937370 501(C)(3) 6,500       Anna Circle Fire Fund
(86) Rosies House A Music Academy for Children Inc
PO Box 13446
Phoenix,AZ85002 		86-0650451 501(C)(3) 50,000       Creative Youth Development and Healthy Meals for Under-Resourced Youth
(87) Scottsdale Community Partners
7700 E Roosevelt St Suite 107
Scottsdale,AZ85257 		95-3416943 501(C)(3) 25,000       Healthy Packs 2022-23
(88) Sleep in Heavenly Peace
1560 Eldridge Ave
Twin Falls,ID83301 		46-4346568 501(C)(3) 25,000       Legacy Bed Build Project
(89) Solecito Services Inc
5730 W Peoria Avenue Suite 103
Glendale,AZ85302 		86-0493005 501(C)(3) 34,800       Durable Medical Equipment Lending Closet & General Operations
(90) St Vincent De Paul Society Of Needles Inc
839 Front Street
Needles,CA923632756 		33-0627839 501(C)(3) 13,900       Building Restoration Fundraiser & Holiday & Distributions & General Operations
(91) St Vincent De Paul- St Margaret Mary Conference
780 Marina Blvd
Bullhead City,AZ86442 		86-0096789 501(C)(3) 11,900       Holiday Food Baskets & Food for Individuals in Need & Food Pantry
(92) Stardust Non-Profit Building Supplies Inc
1720 W Broadway Rd Suite 101
Mesa,AZ85202 		86-0868376 501(C)(3) 25,000       Gifts In-Kind Program
(93) The ALS Association Arizona Chapter
360 E Coronado Rd Ste 140
Phoenix,AZ85004 		86-0727136 501(C)(3) 85,000       Living with ALS - Ensuring Quality of Life and Comprehensive Care Across AZ & General Operations
(94) The Beatitudes Campus
1610 West Glendale Avenue
Phoenix,AZ85021 		86-0192846 501(C)(3) 5,000       Resident Back-to-School Sewing Program
(95) The Joy Bus
3241 E Shea Blvd 423
Phoenix,AZ85028 		46-3188719 501(C)(3) 150,000       More Than a Meal Capital Campaign
(96) The Salvation Army
6010 W Northern Ave
Glendale,AZ85301 		94-1156347 501(C)(3) 10,000 10,446 vendor invoices backpacks, school supplies, essential hygiene items Food Program & Food for Individuals in Need & Holiday Food Baskets
(97) Tonto Creek Camp
8776 E Shea Blvd Ste 106 472
Scottsdale,AZ85260 		27-1328630 501(C)(3)   33,360 vendor invoices backpacks  
(98) Tri-State Military Moms
917 Waterford PO Box 21694
BULLHEAD CITY,AZ86429 		45-1274738 501(C)(3) 8,000       Veteran Widow & Widowers Gap Fund
(99) University of Arizona Foundation
PO Box 210109
Tucson,AZ857210109 		86-6050388 501(C)(3) 45,000       University of Arizona Zuckerman College of Public Health - Street Medicine Phoenix & Street Medicine Heart Relief
(100) Valleywise Health Foundation
5050 N 40th St Suite 110
Phoenix,AZ85018 		86-0777567 501(C)(3) 125,000       Valleywise Behavioral Health Center - Maryvale Forensic ACT Clinic
(101) Waste Not Inc
1700 N Granite Reef Rd
Scottsdale,AZ85257 		86-0650514 501(C)(3) 50,000       Transporting Food
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
101
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2023

Schedule I (Form 990) 2023
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1) PROVISION OF SCHOOL SUPPLIES 3600 25,600 136,782 Vendor Invoice School supplies, Clothing
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. THE FOUNDATION'S MISSION STATEMENT, COMMUNITY NEEDS ANALYSIS, COMMUNITY GRANT GUIDELINES, BOARD CONFLICT OF INTEREST POLICY, ELIGIBILITY CRITERIA, ANALYSIS OF THE SUSTAINABILITY OF THE ORGANIZATION/PROGRAM AND DESIGNATED COMMUNITY CHARITABLE ACTIVITIES FOCUS ARE THE PRIMARY EVALUATION BENCHMARKS THAT ARE UTILIZED IN EVALUATING EACH GRANT INQUIRY/APPLICATION/PROPOSAL. FOLLOWING REVIEW AND APPROVAL BY THE BHHS LEGACY FOUNDATION GRANT REVIEW COMMITTEE, GRANT FUNDING INQUIRIES/APPLICATIONS/PROPOSALS ARE RECOMMENDED TO THE BOARD FOR ACTION. EVALUATION PRIORITIES ARE GIVEN TO INQUIRIES/APPLICATIONS/PROPOSALS THAT IMPACT IDENTIFIED UNMET COMMUNITY HEALTH AND HEALTH-RELATED NEEDS AND ENHANCE QUALITY OF LIFE, THAT FOSTER COLLABORATION AMONG FOUNDATIONS AND COMMUNITY SERVICE ORGANIZATIONS, AND THAT PROVIDE OPPORTUNITIES TO LEVERAGE OTHER COMMUNITY RESOURCES AND ENGAGE OTHERS IN POSITIVE CHANGE AND INVOLVEMENT. THE FOLLOWING EVALUATION TECHNIQUES MAY BE UTILIZED BY THE FOUNDATION BOARD TO ENHANCE AND ENABLE AN INFORMED DECISION MAKING PROCESS: A GRANTSEEKER PRESENTATION TO THE BOARD/GRANT COMMITTEE; A GRANTSEEKER ORGANIZATION SITE VISIT; AN EVALUATION BY OTHER COMMUNITY EXPERTS IN THE SPECIFIC GRANT AREA; AND A FOCUSED COMMUNITY NEEDS ANALYSIS/ASSESSMENT/SURVEY. THE APPROVED GRANT RECIPIENTS ARE REQUIRED TO SUBMIT PROGRESS REPORTS TO THE FOUNDATION CONTAINING QUALITATIVE AND QUANTITATIVE INFORMATION AND SUCH INFORMATION IS SUBJECT TO AUDIT BY THE FOUNDATION. THE PROGRESS REPORTS MUST IDENTIFY PROGRAM ACCOMPLISHMENTS AND ANY PROBLEMS EXPERIENCED IN MEETING OBJECTIVES, YEAR TO YEAR EXPENDITURES, DETAIL OF HOW FOUNDATION GRANT FUNDS WERE APPLIED, AND AN UPDATED BUDGET FOR EACH OF THE REMAINING GRANT YEARS, IF ANY.
Schedule I (Form 990) 2023



Additional Data


Software ID: 23017437
Software Version: 2023v5.1


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
BHHS Legacy Foundation
 
Employer identification number

95-3239789
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1GERALD WISSINK
 
DIRECTOR/CEO 		(i)

(ii)		 332,111
-------------
0 		0
-------------
0 		0
-------------
0 		19,800
-------------
0 		16,912
-------------
0 		368,823
-------------
0 		0
-------------
0
2MARY THOMSON
 
VICE PRESIDENT 		(i)

(ii)		 155,175
-------------
0 		0
-------------
0 		0
-------------
0 		9,423
-------------
0 		13,890
-------------
0 		178,488
-------------
0 		0
-------------
0
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J (Form 990) 2023

Additional Data


Software ID: 23017437
Software Version: 2023v5.1
SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
BHHS Legacy Foundation
 
Employer identification number

95-3239789
Return Reference Explanation
Form 990, Part III, Line 1 ORGANIZATION'S MISSION THE BHHS LEGACY FOUNDATION'S MISSION IS TO ENHANCE THE QUALITY OF LIFE AND HEALTH OF THOSE WE SERVE. IT WILL ACCOMPLISH ITS MISSION BY OPERATING AS A SUPPORTING ORGANIZATION EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF: (1) A CLASS OF ORGANIZATIONS THAT ARE EXEMPT FROM THE FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, OR ARE GOVERNMENTAL UNITS AS REFERRED TO IN SECTIONS 170(B)(1)(A)(V) AND (C)(1) AND ARE PUBLIC CHARITIES UNDER SECTION 509(A)(1) OR SECTION 509(A)(2) THAT "ENHANCE OR PROMOTE THE QUALITY OF LIFE AND HEALTH IN THE STATE OF ARIZONA (OR IN ONE OR MORE OF THE ADJACENT STATES OF NEVADA, CALIFORNIA, NEW MEXICO, UTAH AND COLORADO) BY HEALTH EDUCATION, ILLNESS AND INJURY PREVENTION, AND HEALTH SERVICE ACCESS AND DELIVERY FOR CHILDREN, FAMILIES, SENIORS AND OTHERS; (2) LEGACY CONNECTION, AN ARIZONA NONPROFIT CORPORATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) AND PUBLIC CHARITY UNDER SECTIONS 509(A)(1) AND 170(B)(1)(A)(VI), WHOSE MISSION IS "INCLUDING BUT NOT LIMITED TO ADDRESSING FUNDAMENTAL HUMAN NEEDS FOR FOOD, CLOTHING, SAFETY, HOUSING, HEALTH AND EDUCATION".
Form 990, Part VI, Line 1a DELEGATE BROAD AUTHORITY TO A COMMITTEE PURSUANT TO THE BYLAWS THE BOARD EXECUTIVE COMMITTEE, TO THE EXTENT PERMITTED BY THE LAW, HAS THE AUTHORITY AND RESPONSIBILITY OF EXERCISING THE POWERS AND DUTIES OF THE BOARD BETWEEN MEETINGS OF THE BOARD. THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIRMAN, IMMEDIATE PAST CHAIRMAN, VICE CHAIRMAN, CEO, TREASURER, AND SECRETARY.
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons BOARD MEMBER THOMAS DALLMAN AND BOARD MEMBER (CHAIRMAN) DANIEL OEHLER - Business relationship
Form 990, Part VI, Line 6 Classes of members or stockholders LEGACY CONNECTION IS THE SOLE MEMBER OF BHHS LEGACY FOUNDATION AND ANNUALLY ELECTS ITS GOVERNING BOARD. OTHER DECISIONS REQUIRING THE APPROVAL OF THE SOLE MEMBER INCLUDE AMENDING ARTICLES OF INCORPORATION OR BYLAWS, SALE OR TRANSFER OF ASSETS, AND MERGER, CONSOLIDATION, REORGANIZATION OR DISSOLUTION OF THE CORPORATION.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body SEE NARRATIVE FOR PART VI, LINE 6 ABOVE.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders SEE NARRATIVE FOR PART VI, LINE 6 ABOVE.
Form 990, Part VI, Line 11b Review of form 990 by governing body THE BOARD OF DIRECTORS HAS DELEGATED THE REVIEW OF THE FORM 990 TO THE AUDIT COMMITTEE OF THE BOARD. THE DRAFT OF THE FORM 990 IS DISTRIBUTED TO THE AUDIT COMMITTEE AND A MEETING OF THE AUDIT COMMITTEE IS HELD USUALLY AT LEAST TWO WEEKS BEFORE THE RETURN IS TO BE FILED. ALL QUESTIONS AND CHANGES PROPOSED BY THE AUDIT COMMITTEE ARE ADDRESSED PRIOR TO FILING THE FINAL FORM 990. THE FILED VERSION OF THE FORM 990 IS REVIEWED WITH THE TREASURER (BOARD MEMBER) PRIOR TO HIS SIGNING THE FORM 990. AN ELECTRONIC COPY OF THE FILED FORM 990 IS SENT TO ALL BOARD MEMBERS BEFORE FILING WITH THE IRS.
Form 990, Part VI, Line 12c Conflict of interest policy ANNUALLY, THE LEGAL COUNSEL DISTRIBUTES A CONFLICT OF INTEREST QUESTIONNAIRE AND A FORM 990 TEMPLATE FOR BUSINESS AND FAMILY RELATIONSHIPS AND BUSINESS TRANSACTIONS TO ALL BOARD MEMBERS, OFFICERS, LEGAL COUNSEL AND FINANCIAL CONSULTANT. A SUMMARY OF ALL DISCLOSURES IS PRESENTED TO THE BOARD OF DIRECTORS. THE LEGAL COUNSEL AND CEO MONITOR TRANSACTIONS FOR POTENTIAL CONFLICTS BASED UPON SUCH DISCLOSURES. IF A CONFLICT IS IDENTIFIED, THE INDIVIDUAL WITH THE CONFLICT OF INTEREST WILL NOT PARTICIPATE IN THE DELIBERATIVE DISCUSSION OR VOTE ON THE TRANSACTION INVOLVED.
Form 990, Part VI, Line 15a Process to establish compensation of top management official THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE CEO'S COMPENSATION EVERY THREE YEARS AND PERFORMANCE ANNUALLY. THE COMMITTEE REVIEWS INDUSTRY SURVEYS PUBLISHED BY THE COUNCIL ON FOUNDATIONS AS WELL AS FORM 990'S FROM COMPARABLE SIZED REGIONAL AND NATIONAL FOUNDATIONS. THE COMMITTEE ALSO REVIEWS THE CEO'S BENEFITS PACKAGE AS COMPARED TO COMPARABLE REGIONAL AND NATIONAL FOUNDATIONS. THE CEO HAS A THREE YEAR EMPLOYMENT CONTRACT WHICH SPECIFIES TOTAL COMPENSATION AND BENEFITS. THE RENEWAL OF THE EMPLOYMENT CONTRACT IS PRESENTED TO THE BOARD OF DIRECTORS FOR ITS APPROVAL. OTHER EXECUTIVES' COMPENSATION IS REVIEWED ANNUALLY BY THE BHHS LEGACY FOUNDATION COMPENSATION COMMITTEE AND COMPARED TO SURVEYS OF COMPARABLE FOUNDATIONS AND FORM 990. COMMITTEE RECOMMENDATIONS ARE PRESENTED TO THE BOARD OF DIRECTORS FOR ITS APPROVAL. THE APPROVAL IS DOCUMENTED IN THE BOARD MINUTES. THIS PROCESS WAS LAST COMPLETED IN 2023.
Form 990, Part VI, Line 15b Process to establish compensation of other employees SEE NARRATIVE FOR PART VI, LINE 15A ABOVE.
Form 990, Part VI, Line 19 Required documents available to the public BHHS LEGACY FOUNDATION DOES MAKE AVAILABLE TO THE PUBLIC COPIES OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS. THESE DOCUMENTS ARE AVAILABLE UPON RECEIPT OF A WRITTEN REQUEST. DETAILED INFORMATION REGARDING GRANTS IS AVAILABLE ON THE ORGANIZATION'S WEBSITE.
Form 990, Part VIII, Line 2f Other Program Service Revenue - Total Revenue: , Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances Intercompany Transfer - 15235;
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2023


Additional Data


Software ID: 23017437
Software Version: 2023v5.1
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
BHHS Legacy Foundation
 
Employer identification number

95-3239789
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) BHHS PROPERTIES LLC
360 E CORONADO ROAD SUITE 100
PHOENIX,AZ85004
80-0689656 		INACTIVE AZ 0 0 BHHS LEGACY FOUNDATION
 










Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)PBHMC INC
360 E CORONADO ROAD SUITE 100

PHOENIX,AZ85004
86-0187194 		SUPPORT AZ 501(c)(3) Type I LEGACY CONNECTION
 
 
No
(2)LEGACY CONNECTION
360 E CORONADO ROAD SUITE 100

PHOENIX,AZ85004
90-0036015 		CHARITABLE AZ 501(c)(3) 7 NA
 
 
No










For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) PBHMC Inc

 B 247,168 cost





Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R (Form 990) 2023

Additional Data


Software ID: 23017437
Software Version: 2023v5.1