TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

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

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024

Name of foundation
MARGARET E MOONEY FOUNDATION
C/O PATRICIA LOHSE

Number and street (or P.O. box number if mail is not delivered to street address)2440 E BROADWAY
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
TUCSON, AZ857196008

A Employer identification number

86-0647807

B Telephone number (see instructions)

(520) 791-3939

C If exemption application is pending, check here right arrow

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

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

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

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

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

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

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

$36,213,569J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

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


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	30,020		30,020
4	Dividends and interest from securities...	1,954,557		1,954,557
5a	Gross rents............	12,986		12,986
b	Net rental income or (loss) 12,986
6a	Net gain or (loss) from sale of assets not on line 10		2,944
b	Gross sales price for all assets on line 6a 137,345
7	Capital gain net income (from Part IV, line 2)...			2,944
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......	List of Attached Documents: // Content	942,789	942,789	0
12	Total. Add lines 1 through 11........	2,943,296		2,943,296	0
13	Compensation of officers, directors, trustees, etc.	97,527		34,254	0	63,273
14	Other employee salaries and wages......	79,206		25,537	0	53,669
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	5,643	1,411	0	4,232
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	4,260	4,260	0	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	58,462	38,332	0	20,130
19	Depreciation (attach schedule) and depletion...	List of Attached Documents: // Content	2,059	1,030	0
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	58,935	14,733	0	44,202
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	306,092		119,557	0	185,506
25	Contributions, gifts, grants paid.......	1,666,749				1,666,749
26	Total expenses and disbursements. Add lines 24 and 25	1,972,841		119,557	0	1,852,255
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	970,455
b	Net investment income (if negative, enter -0-)			2,823,739
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2024)

Form 990-PF (2024)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............		4,210	4,210
	2	Savings and temporary cash investments.........	3,790,421	2,026,952	2,026,952
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule) 6,534,371
		Less: allowance for doubtful accounts 0	5,053,841	List of Attached Documents: // Content 6,534,371	6,534,371
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	3,686,966	List of Attached Documents: // Content 3,589,538	3,301,394
	b	Investments—corporate stock (attach schedule).......	1,917,411	List of Attached Documents: // Content 1,783,013	1,643,992
	c	Investments—corporate bonds (attach schedule).......	17,470,215	List of Attached Documents: // Content 18,927,709	17,726,689
	11	Investments—land, buildings, and equipment: basis 25,600
		Less: accumulated depreciation (attach schedule)	25,600	25,600	1,781,730
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	90,640	List of Attached Documents: // Content 141,479	349,100
	14	Land, buildings, and equipment: basis 93,583
		Less: accumulated depreciation (attach schedule) 18,952	41,244	List of Attached Documents: // Content 74,631	74,631
	15	Other assets (describe )	List of Attached Documents: // Content 12,699	List of Attached Documents: // Content -48,011	List of Attached Documents: // Content 2,770,500
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	32,089,037	33,059,492	36,213,569
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	32,089,037	33,059,492
	29	Total net assets or fund balances (see instructions).....	32,089,037	33,059,492
	30	Total liabilities and net assets/fund balances (see instructions).	32,089,037	33,059,492

Part III

Analysis of Changes in Net Assets or Fund Balances

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

32,089,037

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

970,455

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

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

33,059,492

Decreases not included in line 2 (itemize) right arrow

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

33,059,492

Form 990-PF (2024)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	1,000 SHARES AT&T INC	2020-12-09	2024-03-18
b	375 SHARES DOW INC	2019-10-01	2024-03-18
c	2,000 UNITS ENERGY TRANSFER LP SERIES E	2019-10-01	2024-03-18
d	50 SHARES OCCIDENTAL PETE CORP	2020-08-03	2024-03-18
e	200 SHARES PHILIP MORRIS INTL INC	2019-10-01	2024-03-18
	241 SHARES WARNER BROS INC	2020-12-09	2024-03-18
	750 SHARES WILLIAMS COS INC	2019-10-01	2024-03-18

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	16,802	24,280	-7,478
b	21,088	17,612	3,476
c	49,435	51,032	-1,597
d	1,988	248	1,740
e	18,772	15,568	3,204
	1,974	7,577	-5,603
	27,286	18,084	9,202

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			-7,478
b			3,476
c			-1,597
d			1,740
e			3,204
			-5,603
			9,202

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	2,944
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3	0

Part V

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

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	39,250
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	39,250
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	39,250
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	43,294
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	43,294
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	4,044
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax4,044	Refunded	11	0

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

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

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

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

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

(1) On the foundation. right arrow

$ 0(2) On foundation managers. right arrow

$ 0

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

on foundation managers. right arrow

$ 0

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

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

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

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

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

Yes

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

Yes

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

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

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

By language in the governing instrument, or

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

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

Yes

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

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

Yes

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

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

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

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

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

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

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

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

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

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

Yes

Website address right arrow

TUCSONFOUNDATIONS.ORG

The books are in care of right arrow

TUCSON FOUNDATIONS CO L LOHSE Telephone no. right arrow

(520) 791-3939

Located at right arrow

2440 E BROADWAYTUCSONAZ ZIP+4 right arrow

857196008

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... right arrow

and enter the amount of tax-exempt interest received or accrued during the year ........ right arrow

16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow

Form 990-PF (2024)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

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

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

1a(1)

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

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

1a(2)

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

1a(3)

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

1a(4)

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

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

1a(5)

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

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

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

1a(6)

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

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

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

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2024? .............

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

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

At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2024?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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

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

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

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

20, 20, 20, 20

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

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

If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2024.) .....................

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

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

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..

Form 990-PF (2024)

Page 6

Part VI-B

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

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

Yes

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

5a(1)

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

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

5a(2)

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

5a(3)

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

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

5a(4)

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

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

5a(5)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Part VII

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

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

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)
LINDA LOHSE	PRESIDENT 16.00	48,364
2440 E BROADWAY TUCSON,AZ857196008	PRESIDENT 16.00	48,364
PATRICIA LOHSE	VICE PRESIDENT 16.00	49,163
2440 E BROADWAY TUCSON,AZ857196008	VICE PRESIDENT 16.00	49,163
ROBERT LOHSE	SECR. TREAS. 0.50	0
2440 E BROADWAY TUCSON,AZ857196008	SECR. TREAS. 0.50	0

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


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









Total number of other employees paid over $50,000...................				0

Form 990-PF (2024)

Page 7

Part VII

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

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. right arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1	N/A	0
2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1	N/A	0
2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2024)

Page 8

Part IX

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

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

purposes:

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

22,491,637

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

2,378,243

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

10,885,376

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

35,755,256

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

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

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

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

35,755,256

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

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

536,329

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

35,218,927

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

1,760,946

Part X

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

and do not complete this part.)

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

1,760,946

Tax on investment income for 2024 from Part V, line 5 .......

39,250

Income tax for 2024. (This does not include the tax from Part V.) ...

1,911

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

41,161

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

1,719,785

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

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

1,719,785

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

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

1,719,785

Part XI

Qualifying Distributions (see instructions)

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

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

1,852,255

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

1,852,255

Form 990-PF (2024)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2023	(c) 2023	(d) 2024
1 Distributable amount for 2024 from Part X, line 7					1,719,785
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2024:
a From 2019......	43,312
b From 2020......	76,208
c From 2021......
d From 2022......	103,902
e From 2023......
f Total of lines 3a through e ........		223,422
4Qualifying distributions for 2024 from Part
XI, line 4: $ 1,852,255
a Applied to 2023, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2024 distributable amount.....					1,719,785
e Remaining amount distributed out of corpus		132,470
5 Excess distributions carryover applied to 2024.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		355,892
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2019 not applied on line 5 or line 7 (see instructions) ...		43,312
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		312,580
10 Analysis of line 9:
a Excess from 2020....	76,208
b Excess from 2021....
c Excess from 2022....	103,902
d Excess from 2023....
e Excess from 2024....	132,470

Form 990-PF (2024)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2024	(b) 2023	(c) 2022	(d) 2021	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here right arrow

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

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

TUCSON FOUNDATIONS CO LINDA LOHSE
2440 E BROADWAY
TUCSON,AZ857186008
(520) 791-3939

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

APPLICATIONS SHOULD INCLUDE A COPY OF THE IRS DETERMINATION LETTER, A BRIEF DESCRIPTION OF THE ORGANIZATION'S ACTIVITIES, ALONG WITH A COPY OF THE CURRENT BUDGET. THE FOUNDATION DOES NOT REQUIRE THE COMPLETION OF A SPECIFIC FORM.

cAny submission deadlines:

NONE

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

THERE ARE NO SPECIFIC RESTRICTIONS, BUT THE FOUNDATION GIVES PREFERENCE TO CHARITIES LOCATED IN SOUTHERN ARIZONA.

Form 990-PF (2024)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ARIZONA OPERA COMPANY 1636 N CENTRAL AVE PHOENIX,AZ85004	NONE	PC	MUSIC - UNRESTRICTED GIFT	1,000
ARIZONA THEATER COMPANY PO BOX 1631 TUCSON,AZ85702	NONE	PC	COMMUNITY THEATER - UNRESTRICTED	2,500
CHILDREN'S MUSEUM TUCSON 200 S 6TH AVE TUCSON,AZ85701	NONE	PC	CAPITAL CAMPAIGN	750,000
LITERACY CONNECTS 200 E YAVAPAI ROAD TUCSON,AZ85705	NONE	PC	COMMUNITY LITERACY PROGRAMS - MORTGAGE RELIEF	360,249
LOFT CINEMA 3233 E SPEEDWAY TUCSON,AZ85716	NONE	PC	COMMUNITY ARTS - CAPITAL FUNDS (ELEVATOR)	50,000
STRATFORD ART WORKS 308 E 2ND ST TUCSON,AZ85705	NONE	PC	COMMUNITY ARTS - FILMFEST SPONSORSHIP	3,000
UNITED WAY OF TUCSON AND SO AZ 330 N COMMERCE PARK LOOP 200 TUCSON,AZ85745	NONE	PC	C2C PARTNERSHIP - CRADLE TO CAREER	175,000
UNIVERSITY OF ARIZONA FOUNDATION PO BOX 210109 TUCSON,AZ85721	NONE	PC	EDUCATION - AFRICAN AMERICAN MUSEUM OF SO. AZ (PROGRAM)	100,000
UNIVERSITY OF ARIZONA FOUNDATION PO BOX 210109 TUCSON,AZ85721	NONE	PC	EDUCATION - CAMP COOPER (CAPITAL)	225,000
Total ................................. 3a				1,666,749

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2024)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........			14	30,020
4 Dividends and interest from securities ....			14	1,954,557
5 Net rental income or (loss) from real estate:
aDebt-financed property......	531110	12,986
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....			14	942,789
8 Gain or (loss) from sales of assets other than inventory ............			18	2,944
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		12,986		2,930,310	0

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

2,943,296

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

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

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

Form 990-PF (2024)

Page 13

Part XVI

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

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

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

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

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

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

If "Yes," complete the following schedule.

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

Sign Here

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

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

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 AccountingFeesSchedule

Name:

MARGARET E MOONEY FOUNDATION

C/O PATRICIA LOHSE

EIN:

86-0647807

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
DUKE CORLEY, CPA, P.C.	5,643	1,411	0	4,232

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 DepreciationSchedule

Name:

MARGARET E MOONEY FOUNDATION

C/O PATRICIA LOHSE

EIN:

86-0647807

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense
ROOFING AND FLOORING	2012-05-07	45,792	13,697	SL	39.000000000000	1,174
NEW OFFICE BUILDOUT	2013-11-21	12,345	3,196	SL	39.000000000000	317
IMPROVEMENTS	2024-05-30	35,446		SL	39.000000000000	568

- TIN:

TY 2024 GeneralExplanationAttachment

Name:

MARGARET E MOONEY FOUNDATION

C/O PATRICIA LOHSE

EIN:

86-0647807

Identifier	Return Reference	Explanation
SHARED EXPENSES AND PAYROLL	FORM 990-PF	THE MARGARET E. MOONEY FOUNDATION REIMBURSES THE MULCAHY FOUNDATION (EIN: 86-6053461) FOR THE SHARED EXPENDITURES OF A GROUP OF RELATED 501(C)(3) ORGANIZATIONS LOCATED IN THE SAME TUCSON OFFICE. THIS ARRANGEMENT LENDS ITSELF TO ADMINISTRATIVE EFFICIENCIES AND ELIMINATES THE NEED FOR DUPLICATE PAYROLL FILINGS. PAYROLL IS ONE OF THE SHARED EXPENSES WITH MULCAHY FOUNDATION ACTING AS THE COMMON PAYMASTER. SEE THE MULCAHY FOUNDATION FORM 990-PF FOR FURTHER DISCUSSION OF THESE EXPENDITURES.

- TIN:

TY 2024 InvestmentsCorpBondsSchedule

Name:

MARGARET E MOONEY FOUNDATION

C/O PATRICIA LOHSE

EIN:

86-0647807

Name of Bond	End of Year Book Value	End of Year Fair Market Value
250M DISCOVERY COMM 6.35%	276,481	231,035
200M FIRST UNION CORP 7.5%	226,786	230,074
200M PACIFIC CORP 7.7%	227,705	227,857
200M BARRICK 7.5%	208,989	227,380
200M PHILLIPS 66 8.125%	231,204	226,642
200M UPS INC 7.62%	228,392	224,342
50M AT&T 6.5%	49,629	52,257
200M ILLINOIS CENTRAL RAILROAD CO 7.7%	215,134	211,684
200M BANK OF AMERICA 6.5%	211,713	209,788
300M XEROX 6.75%	304,468	196,506
225M ECOPETROL 7.375%	255,061	191,437
175M ENCANA CORP (ALBERTA ENERGY)	177,341	189,826
250M KOHL'S 6.875%	290,317	185,940
150M BANK OF AMERICA 7.75%	167,892	175,220
150M UNION CARBIDE 7.75%	174,178	174,590
150M GE CAPITAL SERV 7.5%	174,528	173,414
250M PETROLEOS MEXICANOS 6.75%	269,256	171,868
200M ASSURED GUARANTY 7% (RJ)	222,483	219,334
200M NATIONAL RURAL UTILITIES 8%	218,636	232,586
250M CORNING INC 7.25%	265,313	256,875
100M GLOBAL MARINE 7%	249,533	234,063
500M KROGER CO. 7.5%	591,779	560,735
480M ALLY FINANCIAL (GMAC) 8% (RJ)	548,945	530,702
500M CENOVUS (HUSKY)	567,861	525,095
400M AT&T 7.625%	463,238	442,556
300M BURLINGTON NORTHERN SANTA FE 7.95%	349,368	346,467
300M PULTE HOME 7.875%	355,545	341,868
250M EL PASO NAT GAS 8.375%	328,841	293,825
250M BOEING CO. 8.75%	291,258	290,538
250M REYNOLDS AMERICAN 8.125%	312,506	288,875
250M DEERE & CO. 8.1%	293,901	287,720
250M CONAGRA 8.25%	294,438	285,858
250M FAIRFAX FINANCIAL 7.75%	294,308	284,688
250M GE CAPITAL 6.875%	287,858	283,873
250M WESTROCK CO 8.2%	285,111	283,633
250M VODAFONE7.875%	296,571	283,093
250M KINDER MORGAN 7.3%	234,810	278,208
250M FORD MOTOR 7.45%	305,001	268,585
250M BOEING 6.875%	286,038	263,433
250M HCA INC 7.5%	275,133	263,235
250M GENERAL MOTORS 6.75%	298,876	260,910
255M VIACOM (CBS) 6.875%	277,881	258,172
250M TIME WARNER CABLE 7.3%	269,086	254,655
200M FIFTH THIRD BANKCORP 8.25%	232,006	239,790
250M NORDSTROM'S 7%	285,421	233,210
150M NORTHROP GRUMMAN 7.75%	172,806	169,964
100M AVON 6.95%	102,682	3,000
250M DOMTAR 6.75%	280,006	164,725
100M GOLDMAN SACHS 6.75%	111,657	107,056
100M ARCELORMITTAL 7%	98,724	106,403
15M KRAFT FOODS 7%	14,967	16,482
100M KN ENERGY 7.45%	107,776	106,285
100M ENERGY TRANSFER (SUNOCO) 6.85%	113,599	105,828
100M SOUTHERN COPPER 6.75%	117,255	107,044
85M PROTECTIVE LIFE 8.45%	101,155	103,318
100M SAFEWAY 7.25%	101,001	102,441
100M JP MORGAN CHASE (BANC ONE) 7.75%	116,645	101,592
100M HASBRO 6.35%	108,104	101,050
100M BOSTON UNIVERSITY 7.625%	110,881	107,439
100M WESTERN UNION 6.2%	110,089	98,391
20M MASCO 7.75%	19,704	22,119
90M SAFEWAY 7.25%	97,397	92,197
40M VERIZON (GTE) 6.94%	50,605	42,400
78M SOUTHERN COPPER 6.75%	75,082	83,494
45M HOUSEHOLD FINANCE 7.625%	45,005	45,952
57M PROTECTIVE LIFE 8.45%	71,943	69,218
60M VERIZON 7.75%	73,458	67,964
65M HOUSEHOLD FINANCE 7.35%	71,370	66,320
50M TARGET 7%	48,235	57,170
100M LIBERTY MEDIA 8.25%	106,505	46,499
20M ALLY FINANCIAL (GMAC) 8%	21,428	22,091
150M MEAD CORP 7.55%	158,585	167,924
100M HSBC HOLDINGS 7.35%	114,578	107,552
100M LINCOLN NATIONAL 7%	115,149	109,329
100M EMBARQ 7.995%	101,586	54,652
144M BELL SOUTH 7%	151,573	150,564
10M MOTOROLA 7.5%	9,604	10,055
128M NOBLE ENERGY 7.25%	134,406	141,021
132M VALE OVERSEAS (RBC) 6.875%	134,976	140,552
119M VALE OVERSEAS (RJ) 8.25%	141,383	139,658
123M AFLAC 6.9%	136,922	137,712
125M NEW MOUNTAIN FINANCE CORP 6.875%	124,318	126,059
100M AMERICAN EXPRESS 8.15%	116,155	123,782
123M CONAGRA 6.625%	145,628	122,630
100M MARATHON OIL 6.8%	112,487	108,833
105M MORGAN STANLEY 7.25%	122,263	117,972
100M HALLIBURTON 7.45%	113,256	116,894
10M ALBERTSON'S 8%	9,967	10,513
100M TELEFONICA EUROPE 8.25%	120,600	114,027
100M ROGER COMMUNICATIONS 7.5%	121,762	113,449
750M VIACOM CBS 7.875%	859,526	811,830
100M CONOCO FUNDING 7.53%	111,739	111,794
10M STATE OF ISRAEL 7.25%	9,630	10,846
100M MASCO 7.75%	101,505	110,553
100M CITIGROUP 6.875%	110,095	110,197
100M TELEFONICA EMISONES 7.045%	100,005	109,962
100M ASSURED GUARANTY 7%	99,505	109,695
100M WISCONSIN POWER & LIGHT 7.6%	115,604	117,499
100M KEYSPAN CORP 8%	116,004	112,251

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

MARGARET E MOONEY FOUNDATION

C/O PATRICIA LOHSE

EIN:

86-0647807

Name of Stock	End of Year Book Value	End of Year Fair Market Value
49,554.014 SHARES AMERICAN HIGH INCOME TRUST	500,006	483,647
109,634.697 SHARES OWL ROCK CAPITAL	1,000,000	964,785
800 SHARES ABRDN GLOBAL (MACQUARIE)	19,354	18,634
1,664 SHARES PIEDMONT OFFICE TRUST REIT	41,709	15,226
1,350 SHARES ROYCE VALUE FUND	18,517	21,330
425 SHARES ALTRIA	17,595	22,223
1,250 SHARES CALAMOS	22,789	18,538
1,500 SHARES ARC ENERGY TR	38,839	27,174
2,200 SHARES MFS CHARTER	18,609	14,036
3,000 SHARES MFS MULTIMARKET	18,173	14,070
125 SHARES OBSIDION ENERGY	37,391	724
2,700 SHARES FIRST TRUST	50,031	43,605

- TIN:

TY 2024 InvestmentsGovtObligationsSch

Name:

MARGARET E MOONEY FOUNDATION

C/O PATRICIA LOHSE

EIN:

86-0647807

US Government Securities - End of Year Book Value:

US Government Securities - End of Year Fair Market Value:

State & Local Government Securities - End of Year Book Value:

3,589,538

State & Local Government Securities - End of Year Fair Market Value:

3,301,394

- TIN:

TY 2024 InvestmentsOtherSchedule2

Name:

MARGARET E MOONEY FOUNDATION

C/O PATRICIA LOHSE

EIN:

86-0647807

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
133 OZ GOLD	AT COST	141,479	349,100

- TIN:

TY 2024 LandEtcSchedule2

Name:

MARGARET E MOONEY FOUNDATION

C/O PATRICIA LOHSE

EIN:

86-0647807

Category / Item	Cost / Other Basis	Accumulated Depreciation	Book Value	End of Year Fair Market Value
ROOFING AND FLOORING	45,792	14,871	30,921	30,921
NEW OFFICE BUILDOUT	12,345	3,513	8,832	8,832
IMPROVEMENTS	35,446	568	34,878	34,878

- TIN:

TY 2024 OtherAssetsSchedule

Name:

MARGARET E MOONEY FOUNDATION

C/O PATRICIA LOHSE

EIN:

86-0647807

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
ACCRUED INTEREST	12,699	3,521	3,521
TEXAS OIL & GAS WELLS	0	0	2,278,979
LOS ARBOLES COMMUNITY #2 LLC	0	-51,532	488,000

- TIN:

TY 2024 OtherExpensesSchedule

Name:

MARGARET E MOONEY FOUNDATION

C/O PATRICIA LOHSE

EIN:

86-0647807

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
SHARED ADMIN. EXPENSES	50,571	12,643	37,928
INSURANCE	7,653	1,913	5,740
BANK CHARGES	381	95	286
UTILITIES AND REPAIR	330	82	248

- TIN:

TY 2024 OtherIncomeSchedule2

Name:

MARGARET E MOONEY FOUNDATION

C/O PATRICIA LOHSE

EIN:

86-0647807

Description	Revenue And Expenses Per Books	Net Investment Income
OIL & GAS ROYALTIES	941,607	941,607
ENERGY TRANSFER LP SERIES E	950	950
MISCELLANEOUS	232	232

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 OtherNotesLoansRcvblLongSch

Name:

MARGARET E MOONEY FOUNDATION

C/O PATRICIA LOHSE

EIN:

86-0647807

Borrower's Name	Relationship to Insider	Original Amount of Loan	Date of Note	Maturity Date	Repayment Terms	Interest Rate	Security Provided by Borrower	Purpose of Loan
BAYLESS HOUSE LLC	UNRELATED PARTY	275,000	2012-07	2027-07	$2,132.07/MO.	700.0000000000 %	DEED OF TRUST
CHARLEEN GARRY DUFFY	UNRELATED PARTY	175,000	2012-03	2032-03	$1,077.51/MO.	625.0000000000 %	DEED OF TRUST
LITERACY CONNECTS	UNRELATED PARTY	600,000	2014-02	2044-02	$3,972.18/MO.	700.0000000000 %	DEED OF TRUST
KATHLEEN SPACONE AND TIM DOLAN	UNRELATED PARTY	500,000	2015-01	2030-01	$4,494.14/MO.	700.0000000000 %	DEED OF TRUST IN LAND
TOMBSTONE INVESTORS LLC	UNRELATED PARTY	750,000	2018-05	2028-05	$5542.43/MO.	700.0000000000 %	DEED OF TRUST
PIMA CARE HOLDINGS	UNRELATED PARTY	1,000,000	2019-02	2029-02	$6653.02/MO.	700.0000000000 %	DEED OF TRUST
INVENT BRAIN	UNRELATED PARTY	200,000	2020-08	2025-07	$1611.00/MO.	750.0000000000 %	UNSECURED	CHARITABLE
CHILDREN'S MUSEUM TUCSON	UNRELATED PARTY	2,400,000	2023-03	2028-05	$15,967.26/MO.	700.0000000000 %	DEED OF TRUST

- TIN:

TY 2024 OtherProfessionalFeesSchedule

Name:

MARGARET E MOONEY FOUNDATION

C/O PATRICIA LOHSE

EIN:

86-0647807

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
HUDDLESTON & CO VALUATION	4,260	4,260	0	0

- TIN:

TY 2024 TaxesSchedule

Name:

MARGARET E MOONEY FOUNDATION

C/O PATRICIA LOHSE

EIN:

86-0647807

Category	Amount	Net Investment Income	Disbursements for Charitable Purposes
OIL AND GAS PRODUCTION TAX	8,179	8,179	0
REEVES COUNTY PROPERTY TAX	17,817	17,817	0
WARD COUNTY PROPERTY TAX	12,294	12,294	0
FOREIGN TAXES (ARC ENERGY)	112	28	84
PRIOR YEAR US INCOME TAX	0	0	0
CURRENT YEAR ESTIMATED US INCOME TAX	20,000	0	20,000
AZ DEPT OF REVENUE	50	12	38
AZ CORP COMMISSION FEE	10	2	8