Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
The Diane and Bruce Halle Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)20225 N Scottsdale Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Scottsdale, AZ85255
A Employer identification number

46-0469787
B Telephone number (see instructions)

(480) 606-6000
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$16,386J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 47,707,104
2 Check right arrow.............
3 Interest on savings and temporary cash investments 450 450  
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 950
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 950 950
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 47,708,504 450 950
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,279 0 0 1,279
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
65 0 0 65
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 41,904 0 0 41,904
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
39,493 0 0 39,493
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 82,741 0 0 82,741
25 Contributions, gifts, grants paid....... 47,694,428 47,694,428
26 Total expenses and disbursements. Add lines 24 and 25 47,777,169 0 0 47,777,169
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -68,665
b Net investment income (if negative, enter -0-) 450
c Adjusted net income (if negative, enter -0-)... 950
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 85,051 16,386 16,386
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 85,051 16,386 16,386
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 85,051 16,386
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 85,051 16,386
30 Total liabilities and net assets/fund balances (see instructions). 85,051 16,386
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
85,051
2
Enter amount from Part I, line 27a .....................
2
-68,665
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
16,386
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
16,386
Form 990-PF (2024)
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.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 6
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 6
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 6
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 6
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowAZ
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowwww.dianeandbrucehallefoundation.org
14
The books are in care ofright arrowKim Miller Telephone no.right arrow (480) 515-7500

Located atright arrow20225 N Scottsdale RdScottsdaleAZ ZIP+4right arrow85255
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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)
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
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 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.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Sam Chang Director
3.00 		0 0 0
20225 N Scottsdale Rd
Scottsdale,AZ85255
Tom Egan Executive Director
20.00 		0 0 0
20225 N Scottsdale Rd
Scottsdale,AZ85255
Chris Greulich Director
3.00 		0 0 0
20225 N Scottsdale Rd
Scottsdale,AZ85255
Darlene Newsom Secretary
3.00 		0 0 0
20225 N Scottsdale Rd
Scottsdale,AZ85255
Chris Pedersen Director
3.00 		0 0 0
20225 N Scottsdale Rd
Scottsdale,AZ85255
Wilson Lyle Treasurer
3.00 		0 0 0
20225 N Scottsdale Rd
Scottsdale,AZ85255
Sheila Zuieback Vice Chairman
5.00 		0 0 0
20225 N Scottsdale Rd
Scottsdale,AZ85255
Nikki Halle Director
3.00 		0 0 0
20225 N Scottsdale Rd
Scottsdale,AZ85255
Diane M Halle Chairman
5.00 		0 0 0
20225 N Scottsdale Rd
Scottsdale,AZ85255
Monica Coury Director
3.00 		0 0 0
20225 N Scottsdale Rd
Scottsdale,AZ85255
Michael White Director
3.00 		0 0 0
20225 N Scottsdale Rd
Scottsdale,AZ85255
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
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 arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
0
b
Average of monthly cash balances.......................
1b
4,514,853
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,514,853
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
4,514,853
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
67,723
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,447,130
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
222,357
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
222,357
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
6
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
222,351
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
222,351
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
222,351
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
47,777,169
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
47,777,169
Form 990-PF (2024)
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 7 222,351
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...... 14,979,855
b From 2020...... 14,979,454
c From 2021...... 31,019,383
d From 2022...... 35,826,907
e From 2023...... 41,517,759
f Total of lines 3a through e ........ 138,323,358
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 47,777,169
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..... 222,351
e Remaining amount distributed out of corpus 47,554,818
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 5 185,878,176
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) ... 		14,979,855
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		170,898,321
10 Analysis of line 9:
a Excess from 2020.... 14,979,454
b Excess from 2021.... 31,019,383
c Excess from 2022.... 35,826,907
d Excess from 2023.... 41,517,759
e Excess from 2024.... 47,554,818
Form 990-PF (2024)
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 or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
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:
Diane M Halle
20225 N Scottsdale Rd
Scottsdale,AZ85255
(480) 606-6000
bThe form in which applications should be submitted and information and materials they should include:
Limited to tax exempt 501-c-3 type organizations operating within the State of AZ for a minimum of 3 years. Should also include a copy of the IRS determination letter and most recent Form 990 tax return and financial statements.
cAny submission deadlines:
NA
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
None
Form 990-PF (2024)
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)
aPaid during the year

100 Club of Arizona

333 N 44th StreetSuite 100
Phoenix,AZ85008 		None PC Human Services 225,000

944th Fighter Wing Booster Club

8194 W Deer Valley Road Suite
106-269
Peoria,AZ85382 		None PC Human Services 35,000

A New Leaf Inc

868 E University Dr
Mesa,AZ85203 		None PC Human Services 250,000

Academy of Building Industries High School

1547 E Lipan Blvd
Fort Mohave,AZ86426 		None PC Education 250,000

Agape House of Prescott

303 E Gurley St 459
Prescott,AZ86301 		None PC Human Services 100,000

Alice Cooper's Solid Rock Teen Centers

13625 N 32nd St
Phoenix,AZ85032 		None PC Arts & Culture 1,000

Amanda Hope Rainbow Angels

340 E Coronado Rd Ste 100
Phoenix,AZ85004 		None PC Health & Medical 19,000

American Journalism Project Inc

6218 Georgia Ave NWSuite 1 - 599
Washington,DC20011 		None PC Human Services 50,000

Americas Society Inc

680 Park Ave
New York,NY10065 		None PC Arts & Culture 25,000

Arizona Arsenal Soccer Club

2320 E Baseline RdSte 148-497
Phoenix,AZ85042 		None PC Human Services 25,000

Arizona Cancer Foundation for Children

7010 East Cochise Road
Scottsdale,AZ85253 		None PC Education 25,000

Arizona Center for the Blind and Visually Impaired

3100 E Roosevelt St
Phoenix,AZ85008 		None PC Human Services 250,000

Arizona Community Foundation

2201 E Camelback Road Suite 405B
Phoenix,AZ85016 		None PC Health & Medical 100,000

Arizona Educational Foundation

PO BOX 32906
Phoenix,AZ85064 		None PC Education 100,000

Arizona Food Bank Network

340 E Coronado Road Suite 400
Phoenix,AZ85004 		None PC Human Services 100,000

Arizona Science Center

600 E Washington St
Phoenix,AZ85004 		None PC Education 100,000

Arizona Women's Recovery Center

4201 N 16th Street Suite 140
Phoenix,AZ85016 		None PC Human Services 615,000

Armed Services YMCA - Camp Pendleton

PO Box 555028
Camp Pendleton,CA92055 		None PC Human Services 75,000

Assistance League of Phoenix

9224 N 5th Street
Phoenix,AZ85020 		None PC Education 300,000

Assistance League of Tucson Inc

1307 N Alvernon Way
Tucson,AZ85712 		None PC Education 100,000

ASU Preparatory Academy

1130 E University Drive Ste 230
Tempe,AZ85281 		None PC Education 100,000

AZ Leads

24 W Camelback Rd Suite A521
Phoenix,AZ85013 		None PC Education 200,000

AZCEND

345 S California St
Chandler,AZ85225 		None PC Human Services 100,000

Ballet Arizona

2835 E Washington St
Phoenix,AZ85034 		None PC Arts & Culture 1,000,000

Banner Health Foundation

2901 N Central AvenueSuite 160
Phoenix,AZ85012 		None PC Health & Medical 1,925,000

Barrow Neurological Foundation

2910 North 3rd AvenueSuite 450
Phoenix,AZ85013 		None PC Health & Medical 180,000

Be A Leader Foundation

1717 W Northern Ave Suite 116
Phoenix,AZ85021 		None PC Education 100,000

Beatitudes Campus Foundation

1610 W Glendale Avenue
Phoenix,AZ85021 		None PC Human Services 50,000

Best Buddies International

100 SE 2nd StreetSuite 2200
Miami,FL33131 		None PC Human Services 250,000

Big Brothers Big Sisters of Central Arizona

1615 E Osborne Rd
Phoenix,AZ85016 		None PC Education 100,000

Boys & Girls Clubs of Greater Scottsdale

10533 E Lakeview Drive
Scottsdale,AZ85258 		None PC Education 225,000

Bullhead Regional Food Bank Inc

590 Hancock Road
Bullhead City,AZ86442 		None PC Human Services 75,000

Camp Catanese Foundation

1 W Campbell Ave 2110
Phoenix,AZ850134917 		None PC Education 100,000

Cancer Support Community-Arizona

360 E Palm Lane
Phoenix,AZ85004 		None PC Health & Medical 200,000

Catholic Community Foundation

4500 S Lakeshore Dr Ste 650
Tempe,AZ85282 		None PC Education 25,000

Catholic Community Services of Southern Arizona

268 W Adams Street
Tucson,AZ85705 		None PC Health & Medical 1,100,000

Catholic Foundation for the Diocese of Tucson

192 South Stone AvenueBuilding 2
Tucson,AZ85701 		None PC Education 70,000

Center for the Rights of Abused Children

3900 E Camelback Rd Suite 300
Phoenix,AZ85018 		None PC Human Services 100,000

Child Crisis Arizona

424 W Rio Salado Parkway
Mesa,AZ85201 		None PC Human Services 1,000,000

Children First Academy (EDKEY INC)

1648 S 16th St
Phoenix,AZ85034 		None PC Education 100,000

Childsplay Inc

900 S Mitchell Dr
Tempe,AZ85281 		None PC Arts & Culture 75,000

Chiricahua Community Health Center Inc

1205 F Ave
Douglas,AZ85607 		None PC Health & Medical 236,000

Christ Child House of Detroit

15751 Joy Rd
Detroit,MI48228 		None PC Education 100,000

Christ Child Society of Phoenix

4633 N 54th St
Phoenix,AZ85018 		None PC Human Services 2,000

Chrysalis

2055 W Northern Ave
Phoenix,AZ85021 		None PC Human Services 100,000

Colorado State University Foundation

PO Box 1870
Fort Collins,CO80522 		None PC Education 100,000

Council on At-Risk Youth - CARY

3710 Cedar StSuite 222
Austin,TX78705 		None PC Human Services 5,000

Creighton University

3100 N Central Ave
Phoenix,AZ85012 		None PC Education 2,100,000

Creighton University Arizona Health Education Alliance

3100 N Central Ave 7th Floor
Phoenix,AZ85012 		None PC Health & Medical 600,000

Denver Rescue Mission

6100 Smith Road
Denver,CO80216 		None PC Human Services 5,000

Dia Art Foundation

535 West 22nd Street
New York,NY10011 		None PC Arts & Culture 5,000

Earn to Learn

6336 N Oracle RdSuite 326 106
Tucson,AZ85704 		None PC Education 960,000

Eastern Michigan University Foundation

344 McKenny Hall
Ypsilanti,MI48197 		None PC Education 1,000,000

El Museo del Barrio

1230 5th Avenue at 104th Street
New York,NY10029 		None PC Arts & Culture 10,000

El Rio Health Center Foundation Inc

839 W Congress St
Tucson,AZ85745 		None PC Health & Medical 1,800,000

Elaine

1075 W Jackson St
Phoenix,AZ85007 		None PC Human Services 100,000

Feeding Matters

PO Box 44617
Phoenix,AZ85064 		None PC Health & Medical 500,000

Flagstaff Family Food Center

PO BOX P
Flagstaff,AZ86004 		None PC Human Services 25,000

Foothills Food Bank & Resource Center

6038 East Hidden Valley Dr
Cave Creek,AZ85331 		None PC Human Services 100,000

Foundation for Senior Living

1201 E Thomas Rd
Phoenix,AZ85014 		None PC Human Services 1,000,000

Fox Tucson Theatre Foundation

PO Box 1008
Tucson,AZ85702 		None PC Arts & Culture 100,000

Franciscan Renewal Center

5802 E Lincoln Dr
Scottsdale,AZ85253 		None PC Spirituality 60,000

Gabriel's Angels

727 E Bethany Home RoadSte C-100
Phoenix,AZ85014 		None PC Human Services 100,000

GAP Ministries

2025 W Highway Dr
Tucson,AZ85705 		None PC Human Services 100,000

Girl Scouts of Southern Arizona

4300 East Broadway Blvd
Tucson,AZ85711 		None PC Education 110,000

Grand Canyon Council Inc Boy Scouts of America

8840 E Chaparral RdSte 200
Scottsdale,AZ85250 		None PC Human Services 1,000

Greater Phoenix Chamber Foundation

2575 E Camelback Rd Suite 410
Phoenix,AZ85016 		None PC Education 300,000

Habitat for Humanity Central Arizona

2830 W Glendale Ave Ste 33
Phoenix,AZ85051 		None PC Human Services 1,100,000

Habitat for Humanity Tucson Inc

3501 N Mountain Ave
Tucson,AZ85719 		None PC Human Services 1,170,000

Helping Hands Housing Services

3333 E Van Buren St
Phoenix,AZ85008 		None PC Human Services 1,000,000

Honor Health Foundation

8125 N Hayden Road
Scottsdale,AZ85258 		None PC Health & Medical 235,000

Hunkapi Programs Inc

12051 North 96th Street
Scottsdale,AZ85260 		None PC Human Services 5,000

Huts for Vets

PO BOX 1780
CARBONDALE,CO81623 		None PC Human Services 200,000

ICAN Positive Programs for Youth

650 E Morelos St
Chandler,AZ85225 		None PC Education 1,000,000

Interfaith Community Services

2820 W Ina Road
Tucson,AZ85741 		None PC Human Services 200,000

Jewish Family & Children's Service (JFCS)

4747 North 7th StreetSuite 100
Phoenix,AZ85014 		None PC Human Services 100,000

JobPath Inc

PO Box 12519
Tucson,AZ85732 		None PC Education 100,000

Junior Achievement of Arizona

636 West Southern Avenue
Tempe,AZ85282 		None PC Education 250,000

Keys to Change

204 S 12th Ave
Phoenix,AZ85007 		None PC Human Services 200,000

Local First Arizona Foundation

407 E Roosevelt
Phoenix,AZ85004 		None PC Education 100,000

Make Way for Books

700 N Stone Ave
Tucson,AZ85705 		None PC Education 100,000

Marana Health Center Inc

13395 N Marana Main Street
Marana,AZ85653 		None PC Health & Medical 300,000

Maricopa County Community College District Foundation

2419 West 14th St
Tempe,AZ85281 		None PC Education 1,000,000

Marine Corps Scholarship Foundation

909 N Washington St Suite 400
Alexandria,VA22314 		None PC Education 640,000

Maryvale Preparatory Academy

4825 W Camelback Rd
Phoenix,AZ85031 		None PC Education 250,000

MentorKids USA

1776 N Scottsdale Rd 1148
Scottsdale,AZ85252 		None PC Education 100,000

Miracle League of Arizona

11130 East Cholla StreetSuite I-110
Scottsdale,AZ85259 		None PC Human Services 5,000

MISS Foundation

PO Box 9195
Austin,TX78766 		None PC Human Services 100,000

National Council of Jewish Women AZ

14747 N Northsight Blvd Ste 111-228
Scottsdale,AZ85260 		None NC Human Services 50,000

Navy SEAL Foundation

1619 D Street
Virginia Beach,VA23459 		None PC Human Services 90,000

New Pathways for Youth Inc

901 E Jefferson St
Phoenix,AZ85034 		None PC Human Services 425,000

New York City Center Inc

130 West 56th Street
New York,NY10009 		None PC Arts & Culture 5,000

North Country Healthcare Inc

2920 N 4th Street
Flagstaff,AZ86004 		None PC Health & Medical 150,000

Old Pueblo Community Services

2323 S Park Ave
Tucson,AZ85713 		None PC Human Services 200,000

One Step Beyond Inc

PO Box 1022
Peoria,AZ85380 		None PC Human Services 80,000

Phoenix Children's Hospital

2929 E Camelback Rd 122
Phoenix,AZ85016 		None PC Health & Medical 25,000

Phoenix Rising FC Youth Soccer

9035 E Pima Center Parkway Suite 10
Scottsdale,AZ85258 		None PC Human Services 25,000

Phoenix Symphony

One North First Street Suite 200
Phoenix,AZ85004 		None PC Arts & Culture 250,000

Phoenix Theatre

1825 N Central Avenue
Phoenix,AZ85004 		None PC Arts & Culture 100,000

Pima JTED

2855 W Master Pieces Dr
Tucson,AZ85741 		None PC Education 1,250,000

PLAN of Arizona Inc

5025 E Washington StSuite 112
Phoenix,AZ85034 		None PC Human Services 1,000

Read Better Be Better

PO Box 46464
Phoenix,AZ85063 		None PC Education 750,000

Response

405 Castle Creek Rd Suite 203
Aspen,CO81611 		None PC Human Services 50,000

Roman Catholic Church of the Diocese of Phoenix

400 E Monroe Street
Phoenix,AZ85004 		None PC Spirituality 2,100,000

Ronald McDonald House Charities of Southern Arizona

2155 E Allen Rd
Tucson,AZ85719 		None PC Health & Medical 100,000

Rosie's House

919 E Jefferson St
Phoenix,AZ85034 		None PC Arts & Culture 100,000

Samaritan's Purse

PO Box 3000
Boone,NC28607 		None PC Human Services 105,000

Sandra Day O'Connor Institute For American Democracy

PO Box 66422
Phoenix,AZ85082 		None PC Education 200,000

Saving Amy

3117 N 44th St
Phoenix,AZ85018 		None PC Human Services 25,000

Shining Stars Foundation

PO Box 1308
Aspen,CO81612 		None PC Health & Medical 60,000

Sitgreaves Community Development Corporation

1425 E White Mountain Blvd
Pinetop,AZ85935 		None PC Human Services 1,000,000

Sojourner Center

PO Box 20156
Phoenix,AZ85036 		None PC Human Services 100,000

Soldier's Best Friend

14505 N 75th Ave
Peoria,AZ853814702 		None PC Human Services 100,000

Sounds Academy

PO Box 44497
Phoenix,AZ85065 		None PC Education 100,000

South Peninsula Hospital Foundation

4300 Bartlett Street
Homer,AK99603 		None PC Health & Medical 100,000

Southwest Autism Research & Resource Center

300 N 18th Street
Phoenix,AZ85006 		None PC Human Services 225,000

St Joseph the Worker

PO Box 13503
Phoenix,AZ85002 		None PC Human Services 500,000

St Michael Indian School

PO Box 650
St Michaels,AZ86511 		None PC Education 150,000

St Vincent De Paul

PO Box 13600
Phoenix,AZ85002 		None PC Health & Medical 1,000,000

Stratford Art Works

308 East 2nd Street
Tucson,AZ85705 		None PC Arts & Culture 100,000

Teach for America

4747 N 32nd StreetSuite 130
Phoenix,AZ85018 		None PC Education 250,000

Teen Lifeline

PO Box 10745
Phoenix,AZ850640745 		None PC Human Services 200,000

Tempe Community Action Agency

1208 E Broadway Suite 111
Tempe,AZ85282 		None PC Human Services 250,000

Time Out Inc

PO Box 306
Payson,AZ85547 		None PC Human Services 100,000

Touchstone Health Services

15820 N 35th AveSuite 14
Phoenix,AZ85053 		None PC Human Services 250,000

Tucson Children's Museum

200 S 6th Avenue
Tucson,AZ857012109 		None PC Education 224,000

Tucson Symphony Orchestra

2175 N Sixth Ave
Tucson,AZ85705 		None PC Arts & Culture 100,000

US VETS - Arizona

3507 North Central AvenueSuite 200
Phoenix,AZ85012 		None PC Human Services 250,000

UMOM New Day Centers

3333 E Van Buren St
Phoenix,AZ85008 		None PC Human Services 1,410,000

University of Arizona Foundation

1111 N Cherry Avenue
Tucson,AZ85721 		None PC Health & Medical 2,425,000

Valleywise Health Foundation

5050 N 40th St
Phoenix,AZ85018 		None PC Health & Medical 2,000,000

Various College Institutions

Various Cities
Various,AZ85255 		None NC Education 1,019,428

Western Maricopa Education Center (West-MEC)

5487 N 99th Ave
Glendale,AZ85305 		None PC Education 1,500,000

Whisper n Thunder

PO Box 10891
Glendale,AZ85318 		None PC Human Services 6,000

Wildfire

340 E Palm Lane Suite 315
Phoenix,AZ85004 		None PC Human Services 100,000

Youth On Their Own (YOTO)

2525 N Country Club Rd
Tucson,AZ85716 		None PC Human Services 250,000

Yuma Community Food Bank

2404 E 24th Street
Yuma,AZ85365 		None PC Human Services 150,000

YWCA Metropolitan Phoenix

8561 N 61st Ave
Glendale,AZ85302 		None PC Human Services 200,000
Total .................................right arrow 3a 47,694,428
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
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
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 ........... 		    14 450  
4 Dividends and interest from securities ....          
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		         
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory         950
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 450 950
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,400
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
3 See Statement - Analysis of Income - Producing Activities
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
The Diane and Bruce Halle Foundation
 
Employer identification number

46-0469787
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
The Diane and Bruce Halle Foundation
  		Employer identification number
46-0469787
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
Reinalt-Thomas Corporation
 
20225 N Scottsdale Rd
 
Scottsdale, AZ85255

$ 47,682,104


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
The Diane and Bruce Halle Foundation
  		Employer identification number

46-0469787
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
The Diane and Bruce Halle Foundation
  		Employer identification number

46-0469787
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 GeneralExplanationAttachment
Name:
The Diane and Bruce Halle Foundation
EIN:
46-0469787
Identifier Return Reference Explanation
REASON FOR AMENDED RETURN 990-PF THE AMENDED FORM 990-PF IS BEING FILED TO ALPHABETIZE THE GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR AND MAKE SPELLING AND ADDRESS CORRECTIONS FOR SOME OF THE RECIPIENTS.

TY 2024 LegalFeesSchedule
Name:
The Diane and Bruce Halle Foundation
EIN:
46-0469787
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
General Legal Fees 1,279 0 0 1,279


TY 2024 OtherExpensesSchedule
Name:
The Diane and Bruce Halle Foundation
EIN:
46-0469787
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Database Expenses 9,522 0 0 9,522
Dues & Subscriptions 9,874 0 0 9,874
Meal Expenses 9,929 0 0 9,929
Office Supplies 3,405 0 0 3,405
Training & Development Expenses 1,064 0 0 1,064
Website Development Expenses 2,246 0 0 2,246
Insurance Expense 3,405 0 0 3,405
Misc Expenses 48 0 0 48


TY 2024 SubstantialContributorsSch
Name:
The Diane and Bruce Halle Foundation
EIN:
46-0469787
Name Address
The Reinalt - Thomas Corporation
  		20225 N Scottsdale Rd
Scottsdale,AZ85255


TY 2024 TaxesSchedule
Name:
The Diane and Bruce Halle Foundation
EIN:
46-0469787
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Tax Return Fees 65 0 0 65