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 07-01-2024 , and ending 06-30-2025
Name of foundation
THE HS LOPEZ FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)3901 EAST BROADWAY BLVD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TUCSON, AZ85711
A Employer identification number

20-5725952
B Telephone number (see instructions)

(520) 322-6964
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$23,685,971J 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) 15,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 640,145 640,145  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 15,140
b Gross sales price for all assets on line 6a 482,153
7 Capital gain net income (from Part IV, line 2)... 15,140
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)....... Click to see attachment
List of Attached Documents:
// Content
666,091 484,092  
12 Total. Add lines 1 through 11........ 1,336,376 1,139,377  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 130,000 26,000   104,000
14 Other employee salaries and wages...... 20,000 4,000   16,000
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,198 0   1,198
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,140 1,628   6,512
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
41,880 41,880   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
15,758 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 25,201 0   25,201
21 Travel, conferences, and meetings....... 28,075 0   28,075
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
11,303 30,346   11,303
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 281,555 103,854   192,289
25 Contributions, gifts, grants paid....... 1,800,010 1,800,010
26 Total expenses and disbursements. Add lines 24 and 25 2,081,565 103,854   1,992,299
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -745,189
b Net investment income (if negative, enter -0-) 1,035,523
c Adjusted net income (if negative, enter -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 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............. 50,740 15,058 15,058
2 Savings and temporary cash investments......... 5,541,913 3,299,027 3,299,027
3 Accounts receivable right arrow37,276
Less: allowance for doubtful accounts right arrow   21,700 37,276 37,276
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   500,000 0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 5,722 1,591 1,591
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).......... 10,604,960 Click to see attachment
List of Attached Documents:
// Content
12,790,428 		14,101,004
14 Land, buildings, and equipment: basis right arrow6,232,015
Less: accumulated depreciation (attach schedule) right arrow   6,234,752 6,232,015 6,232,015
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 22,959,787 22,375,395 23,685,971
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...........    
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........ 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 22,959,787 22,375,395
29 Total net assets or fund balances (see instructions)..... 22,959,787 22,375,395
30 Total liabilities and net assets/fund balances (see instructions). 22,959,787 22,375,395
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
22,959,787
2
Enter amount from Part I, line 27a .....................
2
-745,189
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
160,797
4
Add lines 1, 2, and 3 ..........................
4
22,375,395
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
22,375,395
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.)
1 a PUBLICLY TRADED SECURITIES P    
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 482,153   467,013 15,140
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       15,140
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 15,140
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 14,394
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 14,394
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 14,394
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 15,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 15,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 763
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 157
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
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowAZ
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
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. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
Yes
 
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 arrowTHEHSLOPEZFAMILYFOUNDATION.ORG
14
The books are in care ofright arrowOMAR MIRELES Telephone no.right arrow (520) 322-6964

Located atright arrow3901 E BROADWAYTUCSONAZ ZIP+4right arrow85711
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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 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
HUMBERTO S LOPEZ PRESIDENT/TREASURER
1.00 		0 0 0
3901 E BROADWAY BLVD
TUCSON,AZ85711
CZARINA M LOPEZ SECRETARY
1.00 		0 0 0
3901 E BROADWAY BLVD
TUCSON,AZ85711
OMAR MIRELES TREASURER
1.00 		20,000 0 0
3901 E BROADWAY BLVD
TUCSON,AZ85711
IOVANNA COUIG DIRECTOR
1.00 		15,000 0 0
3901 E BROADWAY BLVD
TUCSON,AZ85711
STEPHEN P COUIG DIRECTOR
1.00 		15,000 0 0
3901 E BROADWAY BLVD
TUCSON,AZ85711
TED HINDERAKER DIRECTOR
1.00 		20,000 0 0
3901 E BROADWAY BLVD
TUCSON,AZ85711
ILIANA M LOPEZ DIRECTOR
1.00 		20,000 0 0
3901 E BROADWAY BLVD
TUCSON,AZ85711
CLINT MABIE DIRECTOR
1.00 		20,000 0 0
3901 E BROADWAY BLVD
TUCSON,AZ85711
AMY MIRELES DIRECTOR
1.00 		20,000 0 0
3901 E BROADWAY BLVD
TUCSON,AZ85711
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
7,003,753
b
Average of monthly cash balances.......................
1b
4,711,557
c
Fair market value of all other assets (see instructions)................
1c
6,852,794
d
Total (add lines 1a, b, and c).........................
1d
18,568,104
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
18,568,104
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
278,522
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
18,289,582
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
914,479
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
914,479
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
14,394
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
14,394
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
900,085
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
900,085
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
900,085
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
1,992,299
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
1,992,299
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 7 900,085
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...... 95,426
b From 2020......  
c From 2021...... 4,381
d From 2022...... 1,050,948
e From 2023...... 4,270,243
f Total of lines 3a through e ........ 5,420,998
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,992,299
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..... 900,085
e Remaining amount distributed out of corpus 1,092,214
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 6,513,212
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) ... 		95,426
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		6,417,786
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 4,381
c Excess from 2022.... 1,050,948
d Excess from 2023.... 4,270,243
e Excess from 2024.... 1,092,214
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).)
HUMBERTO S LOPEZ
CZARINA M LOPEZ
OMAR MIRELES
IOVANNA COUIG
STEPHEN P COUIG
TED HINDERAKER
ILIANA M LOPEZ
CLINT MABIE
AMY MIRELES
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:
JOHN C AMOROSO
3901 E BROADWAY BLVD
TUCSON,AZ85711
(520) 322-6994
bThe form in which applications should be submitted and information and materials they should include:
GRANT APPLICATION IS SUBMITTED ON THE FOUNDATION'S WEBSITE AT THEHSLOPEZFAMILYFOUNDATION.ORG. THE APPLICATION INCLUDES A DESCRIPTION OF THE ORGANIZATION, THE PURPOSE OF THE GRANT, AND FINANCIAL INFORMATION.
cAny submission deadlines:
SUBMISSION DEADLINES ARE JANUARY 1, APRIL 1, JULY 1, AND OCTOBER 1.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
N/A
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

ACT ONE

5049 E BROADWAY BLVD 310
TUCSON,AZ85711 		N/A PC TUCSON ARTS & CULTURE FIELD TRIPS 10,000

AMERICAN CANCER SOCIETY

5353 N 16TH ST STE 420
PHOENIX,AZ85016 		N/A PC ACS PATIENT SUPPORT PROGRAM IN ARIZONA 15,000

AMISTADES INC

700 N STONE AVE
TUCSON,AZ85705 		N/A PC GENERAL SUPPORT 10,000

AMPHITHEATER PUBLIC SCHOOLS

325 W 2ND ST
TUCSON,AZ85705 		N/A PC ECHO PROGRAM 20,000

ANASAZI FOUNDATION INC

1424 S STAPLEY DR
MESA,AZ85204 		N/A PC GENERAL OPERATING PURPOSES 3,000

ANDRE HOUSE OF ARIZONA INC

100 N STONE AVE STE 400
TUCSON,AZ85701 		N/A PC EVENING DINNER SERVICES 25,000

ARIZONA FRIENDS OF FOSTER CHILDREN

360 E CORONADO RD 190
PHOENIX,AZ85004 		N/A PC KEYS TO SUCCESS FOR YOUTH AGING OUT OF FOSTER 100,000

ARIZONA HEROES MEMORIAL INC

810 W NARANJA DR
ORO VALLEY,AZ85737 		N/A PC HEROES MEMORIAL 150,000

ARIZONA LAND AND WATER TRUST INC

5049 E BROADWAY BLVD STE 117
TUCSON,AZ85711 		N/A PC GENERAL OPERATING SUPPORT 1,000

ARIZONA OPERA COMPANY

1636 N CENTRAL AVE
PHOENIX,AZ85004 		N/A PC OPERATUNITY- FREE IN-SCHOOL PROGRAMMING 20,000

AYUDA SMILES INC

213 S 11TH AVE
PHOENIX,AZ85007 		N/A PC DENTAL CARE FOR VETERANS 50,000

BIG BROTHERS BIG SISTERS OF SOUTHERN

PO BOX 5014
HAGERSTOWN,MD21741 		N/A PC CONSTRUCTION OF THE MENTORING ACTIVITY CENTER 65,000

BOOKS FOR CLASSROOMS

1432 S SAN LUIS
GREEN VALLEY,AZ85614 		N/A PC ENHANCE/EXPAND FOUR SUNNSIDE SCHOOL DISTRICT MIDDLE SCHOOL LIBRARIES 10,000

BORDERLINKS

620 S 6TH AVE
TUCSON,AZ85701 		N/A PC GENERAL SUPPORT 10,000

BOYS & GIRLS CLUB OF SANTA CRUZ COUNTY INC

8464 N ORACLE RD
TUCSON,AZ85704 		N/A PC CONTRIBUTION 10,000

BOYS TO MEN TUCSON INC

601 E FORT LOWELL RD
TUCSON,AZ85705 		N/A PC HEALTHY MASCULINITY GROUP BASED MENTORING PROGRAM 10,000

BREAKTHROUGH T1D

1615 E 2ND ST
TUCSON,AZ85719 		N/A PC GENERAL SUPPORT 50,000

CANDLELIGHTERS CHILDHOOD CENTER

634 N JACOBUS AVE
TUCSON,AZ85705 		N/A PC YOUTH & SIBLING SUPPORT PROGRAM 5,000

CARE 4 THE CAREGIVERS

502 W 29TH ST
TUCSON,AZ85713 		N/A PC GENERAL SUPPORT 20,000

CATHOLIC EXTENSION

4020 E RIVER RD
TUCSON,AZ85718 		N/A PC SEMINARIAN EDUCATION IN THE DIOCESE OF TUCSON 5,000

CENTER FOR VICTIMS OF TORTURE

590 N TYLER ST
NOGALES,AZ85621 		N/A PC RAISED $100K, $1 FOR EVERY $3 RAISED 15,000

CHILDREN'S CLINIC FOR REHABILITATIVE SERVICES

239 SUN UP RANCH RD
SEDONA,AZ86351 		N/A PC CHILDREN'S CLINICS TEEN & YOUNG ADULT GROUP 10,000

CITY PSALMS

9693 E PASEO SAN ARDO
TUCSON,AZ85747 		N/A PC SCHOOL ARTS PROGRAM 4,400

COCONINO COUNTY COMMUNITY

2800 S LONE TREE RD
FLAGSTAFF,AZ86005 		N/A PC STUDENT EMERGENCY FUND 22,000

COCOOP

150 S WACKER DR STE 2000
CHICAGO,IL60606 		N/A PC GENERAL OPERATIONS 5,000

COMMUNITY FOUNDATION FOR SOUTHERN

710 S KOLB RD 8
TUCSON,AZ85710 		N/A PC SANTA CRUZ COUNTY GRANTS 101,000

COMMUNITYSHARE

PO BOX 44090
TUCSON,AZ85733 		N/A PC YOUR ONLINE PLATFORM THAT ASSISTS TEACHERS WITH REAL-WORLD EDUCATION 50,000

CONQUISTADORES YOUTH GOLF FUND

3320 N CAMPBELL AVE STE 200
TUCSON,AZ85719 		N/A PC GENERAL OPERATING IN SUPPORT OF JIM TRAPP MEMORAL 2,000

ERIK HITE FOUNDATION INC

3333 E VAN BUREN ST
PHOENIX,AZ85008 		N/A PC YOUTH WELLNESS RETREAT FOR FIRST RESPONDERS 5,000

FLAGSTAFF MEDICAL CENTER

2600 N WYATT DR
TUCSON,AZ85712 		N/A PC FIRST REPONDER MENTAL HEALTH MATTERS 10,000

FLORENCE IMMIGRANT & REFUGEE RIGHTS PROJECT INC

PO BOX 86299
TUCSON,AZ85754 		N/A PC SOCIAL SERVICES FOR IMMIGRANTS IN PIMA COUNTY 5,000

FOUNDATION FOR CREATIVE BROADCASTING INC

212 E BROADWAY BLVD
TUCSON,AZ85701 		N/A PC KXCI YOUTH PROGRAM EXPANSION PHASE II 20,000

FOUNDATION FOR THE CHILDREN OF THE CALIFORNIAS

1250 N VIA ALAMOS
GREEN VALLEY,AZ85614 		N/A PC HEALTHCARE SVCS FOR CHILDREN IN THE HOSPITAL IN TIJUANA 5,000

FOX TUCSON THEATRE FOUNDATION

2555 E 1ST ST
TUCSON,AZ85716 		N/A PC KIDS IN THE THEATRE (KITT) PROGRAM 10,000

FRIENDS OF THE LIBRARY

518 N GRAND AVE
NOGALES,AZ85621 		N/A PC LET'S READ SANTA CRUZ 10,000

GABRIEL'S ANGELS

30 N CHURCH AVE
TUCSON,AZ85701 		N/A PC THE PET THERAPY PROGRAM - SOUTHERN AZ 5,000

GOSPEL RESCUE MISSION INC

4550 S PALO VERDE RD
TUCSON,AZ85714 		N/A PC GOOD FRIDAY BREAKFAST 50,000

GRAND CANYON YOUTH

4569 MISSION GORGE PL STE I
SAN DIEGO,CA92120 		N/A PC GCY'S GATEWAY PROGRAM 5,000

GREATER VAIL COMMUNITY RESOURCES

13105 E COLOSSAL CAVE RD
VAIL,AZ85641 		N/A PC FOOD PURCHASES FOR YOUR MEALS TO GROW 5,000

HABITAT FOR HUMANITY TUCSON INC

5770 E PIMA ST
TUCSON,AZ85712 		N/A PC HABITAT FOR HUMANITY TUCSON'S ACCELERATED AFFORDABLE HOUSING 50,000

HANDI-DOGS INC

75 S MONTEGO DR
TUCSON,AZ85710 		N/A PC SERVICE DOG TRAINING 10,110

HOMELESS ID PROJECT

1125 W JACKSON ST
PHOENIX,AZ85007 		N/A PC START-UP FUND TO HIRE FT EMPLOYEE IN TUCSON 40,000

HOMICIDE SURVIVORS INC

1155 W KAIBAB LN
FLAGSTAFF,AZ86001 		N/A PC GENERAL SUPPORT & EMERGENCY FINANCIAL ASSISTANCE 25,000

HUMANE SOCIETY OF SOUTHERN ARIZONA

1200 N BEAVER ST
FLAGSTAFF,AZ86001 		N/A PC GENERAL SUPPORT 10,000

INTEGRATED COMMUNITY SOLUTIONS

5364 N PASEO DE LA TERRAZA
TUCSON,AZ85750 		N/A PC SUPPLY PIMA CNTY SCHOOLS BLEEDING CTRL EDUCATION & FIRST AID KITS 25,000

INTERFAITH COMMUNITY SERVICES

2820 W INA RD
TUCSON,AZ85741 		N/A PC SENIOR SERVICES 10,000

INTERMOUNTAIN CENTERS FOR HUMAN

3626 E LEE ST BLDG 1
TUCSON,AZ85716 		N/A PC KIVA HOUSE RENOVATIONS 15,000

JOBPATH INC

5049 E BROADWAY BLVD STE 157
TUCSON,AZ85711 		N/A PC STUDENT SUCCESS SERVICES 25,000

JUNIOR ACHIEVEMENT OF ARIZONA

5049 E BROADWAY BLVD STE 151
TUCSON,AZ85711 		N/A PC FINANCIAL & CAREER LITERACY EDUCATION TO NOGALES YOUTH 50,000

KOL AMI SYNAGOGUE

600 W AJO WAY
TUCSON,AZ85713 		N/A PC STRAUSS EARLY CHILDHOOD EDUCATION PROGRAM 3,500

LA FRONTERA CENTER INC

504 W 29TH ST
TUCSON,AZ85713 		N/A PC THERAPY TRAINING 14,000

LEAD GUITAR

4765 E CAMP LOWELL DR
TUCSON,AZ85712 		N/A PC FREE IN-SCHOOL GUITAR PROGRAMS 11,000

LOVE TRIBE PROJECT INC

510 HAZEL DRIVE
CORONA DEL MAR,CA92625 		N/A PC GENERAL 25,000

MAKE WAY FOR BOOKS

555 E PLAZA CIR STE C
LITCHFIELD PARK,AZ85340 		N/A PC NEIGHBORHOOD SCHOOL READINESS 10,000

MARANA SCHOOLS 2340 FOUNDATION

11279 W GRIER RD STE 106
MARANA,AZ85653 		N/A PC MINI GRANT PROGRAM 40,000

MEALS OF JOY

3501 N MOUNTAIN AVE
TUCSON,AZ85719 		N/A PC SENIOR MEAL DELIVERY PROGRAM 2,500

MEXICAYOTL ACADEMY OF EXCELLENCE

2552 N ALVERNON WAY STE 110
TUCSON,AZ85712 		N/A PC RAINWATER HARVESTING & GRASSLAND RESTORATION PROGRAM 5,000

MICHAEL J FOX FOUNDATION FOR

2059 N GRAND AVE
NOGALES,AZ85621 		N/A PC GENERAL SUPPORT-IN HONOR OF MIKE DEBARTOLO 8,000

NAVIGATED ARIZONA

4926 OAKWOOD AVE
LA CANADA,CA91011 		N/A PC GENERAL SUPPORT 5,000

ONCE UPON A ROOM INC

PO BOX 5014
HAGERSTOWN,MD21741 		N/A PC GENERAL SUPPORT 2,500

OUR FAMILY SERVICES INC

2329 E AJO WAY
TUCSON,AZ85713 		N/A PC GENERAL SUPPORT 10,000

SALPOINTE CATHOLIC HIGH SCHOOL

1545 E COPPER ST
TUCSON,AZ85719 		N/A PC RISE ABOVE - WELLNESS CENTER 100,000

SARSEF

2131 N 1ST ST
FLAGSTAFF,AZ86004 		N/A PC STEM EDUCATION & OUTREACH PROGRAM 5,000

SCHOLARSHIPS A-Z

225 E 26TH ST STE 7
TUCSON,AZ85713 		N/A PC IMMIGRANT SCHOLARSHIP HUSTLE 15,000

SOUTHERN ARIZONA ARTS & CULTURAL ALLIANCE

11279 W GRIER RD STE 106
MARANA,AZ85653 		N/A PC ARTS & CULTURAL PROGRAMMING 10,000

SOUTHERN ARIZONA CHILDREN'S ADVOCACY

2150 N ALVERNON WAY
TUCSON,AZ85712 		N/A PC FORENSIC EVIDENCE COLLECTION PROGRAM 10,000

ST FRANCIS SHELTER

9420 E GOLF LINKS RD STE 108
TUCSON,AZ85730 		N/A PC SOUP PATROL & FOOD PANTRY 5,000

ST JOHN THE EVANGELIST CATHOLIC SCHOOL

701 W WETMORE RD
TUCSON,AZ85705 		N/A PC CHURCH SECURITY ENHANCEMENT PROJECT 50,000

ST THOMAS MORE NEWMAN CENTER

220 S 4TH AVE
TUCSON,AZ85701 		N/A PC RECONSTRUCITON OF FATHER JP'S CASITA 20,000

STEP UP TO JUSTICE

5049 E BROADWAY BLVD STE 125
TUCSON,AZ85711 		N/A PC CONTINUING CARE: A HELPFUL GUIDE TO MINOR GUARDIANSHIP 11,000

TEEN CHALLENGE OF ARIZONA INC

636 W SOUTHERN AVE
TEMPE,AZ85282 		N/A PC SPRINGBOARD HOME BUILDING RENOVATION 20,000

THE CATHOLIC UNIVERSITY OF AMERICA

1255 N STONE AVE
TUCSON,AZ85709 		N/A PC CU TUCSON CAMPUS SCHOLARSHIP SUPPORT 50,000

THE EDGE SCHOOL INC

360 E CORONADO RD STE 110
PHOENIX,AZ85004 		N/A PC STAY IN SCHOOL PROGRAM 10,000

TU NIDITO CHILDREN & FAMILY SERVICES

3922 N MOUNTAIN AVE
TUCSON,AZ85719 		N/A PC SUPPORT FOR CHILDREN & FAMILIES GRIEVING MEDICAL OR DEATH 15,000

TUCSON ARIZONA BOYS CHORUS

2525 N COUNTRY CLUB RD
TUCSON,AZ85716 		N/A PC CAPITAL CAMPAIGN 5,000

TUCSON BOTANICAL GARDENS

5049 E BROADWAY BLVD STE 201
TUCSON,AZ85711 		N/A PC LIGHTSUP! FESTIVAL OF ILLUMINATION 5,000

TUCSON CENTERS FOR WOMEN & CHILDREN INC

2545 E ADAMS ST
TUCSON,AZ85716 		N/A PC EMERGENCY SHELTER RENOVATION 10,000

TUCSON GIRLS CHORUS ASSOCIATION INC

320 N COMMERCE PARK LOOP STE 100
TUCSON,AZ85745 		N/A PC COMMUNITY ENGAGEMENT PROGRAM 5,000

TUCSON MUSEUM OF ART

140 N MAIN AVE
TUCSON,AZ85701 		N/A PC GENERAL OPERATIONS 8,000

TUCSON POLICE OFFICERS ASSOCIATION

225 N COUNTRY CLUB RD
TUCSON,AZ85716 		N/A PC KIDS AND COPS PROGRAM 5,000

UMOM NEW DAY CENTERS INC

635 W ROGER RD
TUCSON,AZ85705 		N/A PC FAMILY EMERGENCY SHELTER 10,000

UNIVERSITY OF ARIZONA FOUNDATION

1111 N CHERRY AVE
TUCSON,AZ85721 		N/A PC OUTREACH ACTIVITIES: UA CTR FOR LEADERSHIP ETHICS 61,000

WHEEL FUN

1400 W SPEEDWAY BLVD
TUCSON,AZ85745 		N/A PC GENERAL SUPPORT 5,000

WHEELS FOR KIDS

1361 E PLACITA MESETA DORADA
ORO VALLEY,AZ85755 		N/A PC TO PURCHASE BICYCLE PARTS, HELMETS AND LOCKS 5,000

WINERS & DINERS INC

3777 E BROADWAY BLVD STE 210
TUCSON,AZ85716 		N/A PC GENERAL PURPOSE-DISCRETIONARY GRANT 5,000

YOUTH ON THEIR OWN

7878 N 16TH ST STE 130-02
PHOENIX,AZ85020 		N/A PC EARNED ACADEMIC STIPENDS FOR STUDENTS EXPERIENCING HOMELESSNESS 30,000
Total .................................right arrow 3a 1,800,010
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 ........... 		         
4 Dividends and interest from securities ....     14 640,145  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 15,140  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPARTNERSHIP INCOME 		    01 107,749  
bDISTRIBUTIONS     01 74,250  
cPARTNERSHIP INCOME     01 484,092  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,321,376 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,321,376
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (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 HS LOPEZ FAMILY FOUNDATION
 
Employer identification number

20-5725952
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 HS LOPEZ FAMILY FOUNDATION
  		Employer identification number
20-5725952
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
BRENNAN FOOTBALL FAMILY LLC
565 N CHERRY AVE
 
TUCSON, AZ85721

$ 15,000


(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 HS LOPEZ FAMILY FOUNDATION
  		Employer identification number

20-5725952
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 HS LOPEZ FAMILY FOUNDATION
  		Employer identification number

20-5725952
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 AccountingFeesSchedule
Name:
THE HS LOPEZ FAMILY FOUNDATION
EIN:
20-5725952
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 8,140 1,628   6,512

TY 2024 GeneralExplanationAttachment
Name:
THE HS LOPEZ FAMILY FOUNDATION
EIN:
20-5725952
Identifier Return Reference Explanation
CONTROLLED ENTITIES FORM 990-PF, PAGE 5, PART VII-A, LINE 11 NAME OF CONTROLLED ENTITY: HSL CENTER FOR OPPORTUNITY, LLCEIN: 82-2822769ADDRESS: 3901 E BROADWAY, TUCSON, AZ 85711EXCESS BUSINESS HOLDING: NO

TY 2024 InvestmentsOtherSchedule2
Name:
THE HS LOPEZ FAMILY FOUNDATION
EIN:
20-5725952
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
PANTANO ESCALANTE ASSOCIATES LLC AT COST 1,493,635 2,437,306
STEPSTONE VC SECONDARIES VI AT COST 145,103 156,181
STEPSTONE VC SECONDARIES VI CPC AT COST 120,710 129,926
PE PREMIER VC IX OFFSHORE AT COST 3,668 5,000
NORTH HAVEN PAF 100,000 SHS AT COST 100,000 100,000
KKR INFRASTRUCTURE CONGLOMERATE LLC AT COST 1,016,455 1,063,564
CION ARES DIVERSIFIED CREDIT I - 34994 SHS AT COST 873,061 883,945
GOLDENTREE SELECT LTD AT COST 720,000 862,528
BLUE OWL CREDIT INC CORP - 113181 SHS AT COST 1,068,973 1,071,828
BLUE OWL REAL ESTATE NLT AT COST 1,007,294 1,000,003
JANUS HENDERSON AAA CLO ETF - 4020 SHS AT COST 201,925 204,015
JPMORGAN EQUITY PREMIUM INCO - 2950 SHS AT COST 167,401 167,708
CATALYST MILLBURN HGD STRAT I - 6343 SHS AT COST 238,534 247,512
PIMCO INCOME I2 - 119201 SHS AT COST 1,006,607 1,048,468
THORNBURG STRATEGIC INC I - 32787 SHS AT COST 290,953 307,532
CABLETEQUE CORP AT COST 500,000 500,000
FIDELITY BRIDGE HOLDINGS AT COST 1,000,646 1,000,646
CENTER STREET LENDING RTL AT COST 1,920,721 2,000,100
RIVERIA CAPITAL PARTNERS AT COST 914,742 914,742

TY 2024 LegalFeesSchedule
Name:
THE HS LOPEZ FAMILY FOUNDATION
EIN:
20-5725952
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 1,198 0   1,198


TY 2024 OtherExpensesSchedule
Name:
THE HS LOPEZ FAMILY FOUNDATION
EIN:
20-5725952
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 760 0   760
MISCELLANEOUS EXPENSES 2,739 0   2,739
OFFICE EXPENSE 4,233 0   4,233
ADVERTISING 600 0   600
DUES/FEES/PERMITS 10 0   10
MEALS 876 0   876
INSURANCE 2,085 0   2,085
PARTNERSHIP EXPENSES 0 30,346   0


TY 2024 OtherIncomeSchedule2
Name:
THE HS LOPEZ FAMILY FOUNDATION
EIN:
20-5725952
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP INCOME 107,749   107,749
DISTRIBUTIONS 74,250   74,250
PARTNERSHIP INCOME 484,092 484,092 484,092


TY 2024 OtherIncreasesSchedule
Name:
THE HS LOPEZ FAMILY FOUNDATION
EIN:
20-5725952
Description Amount
TAX BASIS ADJUSTMENT 160,797


TY 2024 OtherProfessionalFeesSchedule
Name:
THE HS LOPEZ FAMILY FOUNDATION
EIN:
20-5725952
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 41,880 41,880   0


TY 2024 TaxesSchedule
Name:
THE HS LOPEZ FAMILY FOUNDATION
EIN:
20-5725952
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAXES 15,758 0   0