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
BOYCE THOMPSON SOUTHWESTERN ARBORETUM
 
Number and street (or P.O. box number if mail is not delivered to street address)37615 E ARBORETUM WAY
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SUPERIOR, AZ851735100
A Employer identification number

88-0061520
B Telephone number (see instructions)

(520) 689-2723
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$11,426,887J 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) 1,317,395
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 151,165 151,165 151,165
5a Gross rents............ 80,568 80,568 80,568
b Net rental income or (loss) 80,568
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
136,541
b Gross sales price for all assets on line 6a 945,876
7 Capital gain net income (from Part IV, line 2)... 137,825
8 Net short-term capital gain......... 3,992
9 Income modifications...........  
10a Gross sales less returns and allowances 916,155
b Less: Cost of goods sold.... 374,106
c Gross profit or (loss) (attach schedule)..... 542,049 542,049
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,920,852 0 2,920,852
12 Total. Add lines 1 through 11........ 5,148,570 369,558 3,698,626
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 156,263 0 125,688 30,575
14 Other employee salaries and wages...... 2,098,852 0 1,684,115 410,674
15 Pension plans, employee benefits....... 400,378 0 322,038 78,340
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
14,706 0 14,706 0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
112,001 0 112,001 0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
342,491 14,631 342,491 0
17 Interest............... 33,936 0 33,936 0
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
267,444 0 267,444
20 Occupancy.............. 340,516 0 340,516 0
21 Travel, conferences, and meetings....... 15,154 0 0 15,154
22 Printing and publications.......... 127,867 0 0 127,867
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
911,506 0 315,165 493,901
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,821,114 14,631 3,558,100 1,156,511
25 Contributions, gifts, grants paid....... 2,089 2,089
26 Total expenses and disbursements. Add lines 24 and 25 4,823,203 14,631 3,558,100 1,158,600
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 325,367
b Net investment income (if negative, enter -0-) 354,927
c Adjusted net income (if negative, enter -0-)... 140,526
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............. 96,653 70,973 70,973
2 Savings and temporary cash investments......... 83,205 724,008 724,008
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow547,141
Less: allowance for doubtful accounts right arrow   149,334 547,141 547,141
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.............. 94,793 111,529 111,529
9 Prepaid expenses and deferred charges.......... 23,025 83,400 83,400
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,603,121 Click to see attachment
List of Attached Documents:
// Content
3,673,180 		3,673,180
c Investments—corporate bonds (attach schedule)....... 1,402,237 Click to see attachment
List of Attached Documents:
// Content
1,315,808 		1,315,808
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).......... 118,447 Click to see attachment
List of Attached Documents:
// Content
25,088 		25,088
14 Land, buildings, and equipment: basis right arrow8,116,508
Less: accumulated depreciation (attach schedule) right arrow3,282,638 4,783,425 Click to see attachment
List of Attached Documents:
// Content
4,833,870 		4,833,870
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
53,059 		Click to see attachment
List of Attached Documents:
// Content
41,890 		Click to see attachment
List of Attached Documents:
// Content
41,890
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,407,299 11,426,887 11,426,887
Liabilities 17 Accounts payable and accrued expenses.......... 160,933 358,400
18 Grants payable.................    
19 Deferred revenue................. 509,381 482,237
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 523,338 168,002
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 1,193,652 1,008,639
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........... 7,706,836 8,589,932
25 Net assets with donor restrictions............ 1,506,811 1,828,316
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)..... 9,213,647 10,418,248
30 Total liabilities and net assets/fund balances (see instructions). 10,407,299 11,426,887
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
9,213,647
2
Enter amount from Part I, line 27a .....................
2
325,367
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
879,234
4
Add lines 1, 2, and 3 ..........................
4
10,418,248
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
10,418,248
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 - LONG TERM      
b PUBLICLY TRADED SECURITIES - SHORT TERM      
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 941,884   808,051 133,833
b 3,992     3,992
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       133,833
b       3,992
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 2 137,825
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 3,992
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: 1986-01-10(attach copy of letter if necessary–see instructions) 1 N/A
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  
3 Add lines 1 and 2........................... 3  
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
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 0
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
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
Yes
 
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
 
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.BTARBORETUM.ORG
14
The books are in care ofright arrowKIM GRAY Telephone no.right arrow (520) 689-2723

Located atright arrow37615 E ARBORETUM WAYSUPERIORAZ ZIP+4right arrow851735100
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
KIM GRAY EXECUTIVE DIRECTOR
40.00 		151,699 4,564 0
37615 E ARBORETUM WAY
SUPERIOR,AZ85173
JARED LANGKILDE CHAIR
0.50 		0 0 0
37615 E ARBORETUM WAY
SUPERIOR,AZ85173
JOE GIACOBAZZI VICE CHAIR
0.50 		0 0 0
37615 E ARBORETUM WAY
SUPERIOR,AZ85173
RANDIE STEIN TREASURER
0.50 		0 0 0
37615 E ARBORETUM WAY
SUPERIOR,AZ85173
ANNE BISHOP ESQ SECRETARY
0.50 		0 0 0
37615 E ARBORETUM WAY
SUPERIOR,AZ85173
BRYAN SEPPALA DIRECTOR
0.50 		0 0 0
37615 E ARBORETUM WAY
SUPERIOR,AZ85173
CAROL PARROTT DIRECTOR
0.50 		0 0 0
37615 E ARBORETUM WAY
SUPERIOR,AZ85173
CAROLYN BAECKER DIRECTOR
0.50 		0 0 0
37615 E ARBORETUM WAY
SUPERIOR,AZ85173
DR BOBBIE LANCASTER DIRECTOR
0.50 		0 0 0
37615 E ARBORETUM WAY
SUPERIOR,AZ85173
GEMA DUARTE LUNA DIRECTOR
0.50 		0 0 0
37615 E ARBORETUM WAY
SUPERIOR,AZ85173
LINDA QIAN DIRECTOR
0.50 		0 0 0
37615 E ARBORETUM WAY
SUPERIOR,AZ85173
MICHELE CAPORALI DIRECTOR
0.50 		0 0 0
37615 E ARBORETUM WAY
SUPERIOR,AZ85173
MILA BESICH DIRECTOR
0.50 		0 0 0
37615 E ARBORETUM WAY
SUPERIOR,AZ85173
ROB KATER DIRECTOR
0.50 		0 0 0
37615 E ARBORETUM WAY
SUPERIOR,AZ85173
SHELLY ESQUE DIRECTOR
0.50 		0 0 0
37615 E ARBORETUM WAY
SUPERIOR,AZ85173
VICTORIA BEVER DIRECTOR
0.50 		0 0 0
37615 E ARBORETUM WAY
SUPERIOR,AZ85173
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
ALLISON LESTER DIRECTOR OF DEVELOPM
40.00 		110,616 0 0
37615 E ARBORETUM WAY
SUPERIOR,AZ85173
SHELBI STORMS ASSISTANT DIRECTOR
40.00 		76,567 22,782 0
37615 E ARBORETUM WAY
SUPERIOR,AZ85173
VICTORIA YOUNG MAJOR GIFT OFFICER
40.00 		71,407 13,284 0
37615 E ARBORETUM WAY
SUPERIOR,AZ85173
LESLIE BUNCHEK FINANCE DIRECTOR
40.00 		64,621 16,097 0
37615 E ARBORETUM WAY
SUPERIOR,AZ85173
LYNNEA SPENCER VISITOR CENTER MANAG
40.00 		54,429 25,812 0
37615 E ARBORETUM WAY
SUPERIOR,AZ85173
Total number of other employees paid over $50,000...................right arrow 5
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
YOUR PART-TIME CONTROLLER LLC ACCOUNTING SERVICES 115,678
2 NORTH CENTRAL AVE 18TH FLOOR
PHOENIX,AZ85004
CLIFTONLARSONALLEN AUDIT AND TAX 112,001
PO BOX 31001-2443
PASEDENA,CA91110
DOUBLEWIDE PRODUCTIONS LLC ADVERTISING 95,900
6900 EAST CAMELBACK ROAD 600
SCOTTSDALE,AZ85251
ELAVON MERCHANT SERVICES 91,002
51 W 3RD STREET310
TEMPE,AZ85281
DANILLER AND COMPANY CAMPAIGN SERVICES 74,408
3724 JEFFERSON STREET SUITE 302
AUSTIN,TX78731
Total number of others receiving over $50,000 for professional services.............right arrow1
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 THE BOYCE THOMPSON SOUTHWESTERN ARBORETUM (BTSA) IS ARIZONA'S OLDEST AND LARGEST BOTANICAL INSTITUTION. BTSA WAS FOUNDED IN 1924 BY WILLIAM BOYCE THOMPSON, A MINING MAGNATE WHO UNDERSTOOD THE IMPORTANCE OF PLANTS AS THE ULTIMATE SOURCE OF OUR SURVIVAL AND WELL-BEING. THAT LEGACY CONTINUES TODAY AS BTSA OFFERS TOURS, CLASSES AND EVENTS, BRINGING A WIDE COMMUNITY TOGETHER IN APPRECIATION OF THE ASTOUNDING DIVERSITY OF ITS GROWING COLLECTION. LOCATED AN HOUR EAST OF ARIZONA'S STATE CAPITAL, BTSA HOLDS COLLECTIONS OF DESERT PLANTS FROM THE UNITED STATES, MEXICO, AUSTRALIA, MADAGASCAR, INDIA, CHINA, JAPAN, ISRAEL, SOUTH AMERICA, THE MIDDLE EAST, AFRICA, THE MEDITERRANEAN, AND THE ARABIAN PENINSULAALL TOLD 4,025 TAXA AND 20,000 PLANTS WITHIN 135 ACRES OF GARDENS. SITUATED ON 372 ACRES OF SCENIC UPLAND SONORAN DESERT WITH NEARLY FIVE MILES OF TRAILS, BTSA IS ARIZONA'S OLDEST AND LARGEST BOTANICAL GARDEN AND ONE OF ARIZONA'S TOP TOURISM SITES. 4,806,483
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
4,886,351
b
Average of monthly cash balances.......................
1b
507,270
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,393,621
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
5,393,621
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
80,904
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,312,717
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
265,636
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
 
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
 
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
 
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
 
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
1,158,600
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
1,158,600
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  
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$  
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024.    
(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  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		 
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) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
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
1972-08-18
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
140,526 167,872 0 0 308,398
b 85% (0.85) of line 2a ......... 119,447 142,691 0 0 262,138
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		1,158,600 2,132,124 756,856 973,077 5,020,657
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		2,089 7,500 0 0 9,589
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		1,156,511 2,124,624 756,856 973,077 5,011,068
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......         0
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		         0
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		177,091 170,186 168,185 208,955 724,417
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) .... 		        0
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		        0
(3) Largest amount of support
from an exempt organization		         0
(4) Gross investment income         0
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:
ALLISON LESTER
37615 E ARBORETUM WAY
SUPERIOR,AZ851735100
(520) 689-4588
bThe form in which applications should be submitted and information and materials they should include:
LETTER
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
LIMITED TO FREE OR REDUCED ADMISSION
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

BOYCE THOMPSON SOUTHWESTERN ARBORETUM FOUNDATION

37615 E ARBORETUM WAY
SUPERIOR,AZ85173 		  PC OPERATING SUPPORT 2,089
Total .................................right arrow 3a 2,089
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
aADMISSIONS         1,614,753
bSUBSCRIPTION REVENUE         140
cOTHER INCOME         10,484
dCLASS REVENUE         40,489
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....         951,272
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 151,165  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 80,568  
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 137,825 -1,284
9 Net income or (loss) from special events:     01 -120,477  
10 Gross profit or (loss) from sales of inventory         542,049
11 Other revenue:
aINSURANCE PROCEEDS 		        275,994
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 249,081 3,433,897
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,682,978
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
1A REVENUE GENERATED FROM ADMISSION FEES CHARGED TO VISIT THE ARBORETUM.
1B REVENUE GENERATED FROM THE SALES OF DESERT PLANT MAGAZINES.
1C OTHER REVENUE GENERATED IN FURTHERANCE OF THE TAX-EXEMPT PURPOSE.
1D REVENUE GENERATED FROM EDUCATION CLASSES.
2 MEMBERSHIP DUES CHARGED TO MEMBERS OF THE ORGANIZATION.
10 SALE OF EDUCATIONAL ITEMS AND ITEMS THAT ENCOURAGE THE PUBLIC'S
10 EXPLORATION OF, AND INTERACTION WITH, PLANT LIFE.
11A REVENUE GENERATED FROM INSURANCE PROCEEDS RELATED TO MAINTENANCE SHOP.
8 RECORDED LOSS FROM THE DISPOSAL OF ASSETS USED IN PROGRAM OPERATIONS.
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
BOYCE THOMPSON SOUTHWESTERN ARBORETUM
 
Employer identification number

88-0061520
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
BOYCE THOMPSON SOUTHWESTERN ARBORETUM
  		Employer identification number
88-0061520
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
AES CLEAN ENERGY
 
2180 SOUTH 1300 EAST SUITE 500
 
SALT LAKE CITY, UT84106

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
ARIZONA PUBLIC SERVICE
 
PO BOX 53940
 
PHOENIX, AZ850723940

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
ARIZONA COMMUNITY FOUNDATION
 
2201 E CAMELBACK RD SUITE 405B
 
PHOENIX, AZ85016

$ 55,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
ARIZONA OFFICE OF TOURISM
 
1110 W WASHINGTON ST SUITE 155
 
PHOENIX, AZ85007

$ 125,955


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
BRENDA TAYLOR
2130 E CAMINO EL GANADO
 
TUCSON, AZ85718

$ 11,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
CAROLYN BAECKER
6410 E FLAT IRON LOOP
 
GOLD CANYON, AZ85118

$ 6,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
BOYCE THOMPSON SOUTHWESTERN ARBORETUM
  		Employer identification number
88-0061520
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
7
CHRISTIAN HOHENLOHE
 
3050 MILITARY RD NW 2303
 
WASHINGTON, DC20015

$ 266,111


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
COVERT BAILEY
2466 LEISURE WORLD
 
MESA, AZ85206

$ 6,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
9
DIANA HERRON
10378 N 101ST PL
 
SCOTTSDALE, AZ85258

$ 25,250


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
10
ESQUE FAMILY FUND
 
1443 E COLT RD
 
TEMPE, AZ85284

$ 15,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
11
FIDELITY CHARITABLE
 
PO BOX 770001
 
CINCINNATI, OH45277

$ 12,649


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
12
GARY THOMPSON
65 E UNIVERSITY DR 2013
 
TEMPE, AZ85281

$ 10,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
BOYCE THOMPSON SOUTHWESTERN ARBORETUM
  		Employer identification number
88-0061520
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
13
HELIOS EDUCATION FOUNDATION
 
4747 N 32ND ST
 
PHOENIX, AZ85018

$ 7,101


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
14
INTEL FOUNDATION
 
5000 W CHANDLER BLVD
 
CHANDLER, AZ85226

$ 35,794


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
15
JAMES A NAFZIGER
2115 E EVERETT DR
 
PHOENIX, AZ85022

$ 5,250


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
16
JOSEPH GIACOBAZZI
127 206TH AVE NE
 
SAMMAMISH, WA98074

$ 6,200


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
17
KENNETH ALT
5735 E MCDOWELL RD 10
 
MESA, AZ85215

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
18
MARC SCHMIDT
6360 E 22ND AVE
 
APACHE JUNCTION, AZ85119

$ 8,901


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
BOYCE THOMPSON SOUTHWESTERN ARBORETUM
  		Employer identification number
88-0061520
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
19
MARGARET T MORRIS FOUNDATION
 
PO BOX 592
 
PRESCOTT, AZ863020592

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
20
ORME LEWIS
5635 E LINCOLN DR 26
 
PARADISE VALLEY, AZ85253

$ 25,294


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
21
PETER ALLARD
2625 E SOUTHERN AVE UNIT C154
 
TEMPE, AZ852827660

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
22
PINAL COUNTY
 
PO BOX 827
 
FLORENCE, AZ85132

$ 8,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
23
RESOLUTION COPPER COMPANY
 
PO BOX 1944
 
SUPERIOR, AZ85173

$ 250,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
24
RICHARD W FRIES
2625 E SOUTHERN AVE C-72
 
TEMPE, AZ85282

$ 17,500


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
BOYCE THOMPSON SOUTHWESTERN ARBORETUM
  		Employer identification number
88-0061520
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
25
SHEILA WELLINGTON
249 E 48TH ST 16C
 
NEW YORK, NY10017

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
26
SHELLY ESQUE
1443 E COLT RD
 
TEMPE, AZ85284

$ 8,045


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
27
SALT RIVER PROJECT
 
1500 N MILL AVE
 
TEMPE, AZ85288

$ 12,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
28
THE HARVEY C DIETRICH FUND
 
11811 N TATUM BLVD SUITE 1095
 
PHOENIX, AZ85028

$ 55,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
29
THE NATURE CONSERVANCY
 
1819 E MORTEN AVE
 
PHOENIX, AZ85020

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
30
VICTORIA BEVER
745 W PAIRAISO PL
 
GREEN VALLEY, AZ85614

$ 6,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
BOYCE THOMPSON SOUTHWESTERN ARBORETUM
  		Employer identification number
88-0061520
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
31
VIRGINIA G PIPER CHARITABLE TRUST
 
1202 E MISSOURI AVE
 
PHOENIX, AZ85014

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
32
WILD ARIZONA
 
738 N 5TH AVE SUITE 209
 
TUCSON, AZ857058400

$ 6,052


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
33
WILLIAM E COLLINGS
501 E SILVER REEF RD
 
CASA GRANDE, AZ851221613

$ 10,000


(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.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
BOYCE THOMPSON SOUTHWESTERN ARBORETUM
  		Employer identification number

88-0061520
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
BOYCE THOMPSON SOUTHWESTERN ARBORETUM
  		Employer identification number

88-0061520
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:
BOYCE THOMPSON SOUTHWESTERN ARBORETUM
EIN:
88-0061520
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 112,001 0 112,001 0

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

TY 2024 DepreciationSchedule
Name:
BOYCE THOMPSON SOUTHWESTERN ARBORETUM
EIN:
88-0061520
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
GROUNDS IMPROVEMENTS 2025-06-30 3,916,015 1,090,762 SL 0 % 0 0 0  
BUILDINGS 2025-06-30 3,437,778 1,705,927 SL 0 % 0 0 0  
MACHINERY & EQUIPMENT 2025-06-30 417,038 357,735 SL 0 % 0 0 0  
VEHICLES 2025-06-30 144,534 66,939 SL 0 % 0 0 0  
LAND IMPROVEMENTS 2025-06-30 201,143 61,275 SL 0 % 0 0 0  

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

TY 2024 GainLossSaleOtherAssetsSch
Name:
BOYCE THOMPSON SOUTHWESTERN ARBORETUM
EIN:
88-0061520
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
ASSET DISPOSAL   PURCHASED         COST 0 -1,284  

TY 2024 InvestmentsCorpBondsSchedule
Name:
BOYCE THOMPSON SOUTHWESTERN ARBORETUM
EIN:
88-0061520
Name of Bond End of Year Book Value End of Year Fair Market Value
MFB NORTHERN FDS BD INDEX FD 503,774 503,774
MFC FLEXSHARES TR TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD 279,366 279,366
MFC FLEXSHARES TRUST HIGH YIELD VALUE SCORED BOND INDEX FUND 177,455 177,455
MFC ISHARES TRUST ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 177,189 177,189
MFO BLACKROCK FDS V HIGH YIELD BD PORT INSTLCL 178,024 178,024

TY 2024 InvestmentsCorpStockSchedule
Name:
BOYCE THOMPSON SOUTHWESTERN ARBORETUM
EIN:
88-0061520
Name of Stock End of Year Book Value End of Year Fair Market Value
MFB NORTHERN EQUITY INDEX FUNDS, INTL EQT INDEX 255,630 255,630
MFB NORTHERN FUNDS EMERGING MARKETS EQUITY INDEX 52,138 52,138
MFB NORTHERN FUNDS STK INDEX FD 261,579 261,579
MFC FLEXSHARES TR MORNINGSTAR GLOBAL, UPSTREAM NAT RES INDEX FD 220,605 220,605
MFC FLEXSHARES TRUST STOXX GLOBAL BROAD INFRASTRUCTURE IDX 253,708 253,708
MFC ISHARES CORE S&P MID-CAP ETF 151,949 151,949
MFO DFA INVESTMENT DIMENSIONS GROUP INC, US SMALL CAP 152,869 152,869
MFO DFA INVT DIMENSIONS GROUP INC U.S., CORE EQUITY 1 PORT 1,304,539 1,304,539
MFO DFA INVT DIMENSIONS GROUP INC, EMERGING MKTS CORE EQUITY PORT 311,477 311,477
MFC DIMENSIONAL ETF TR INTL CORE ETF 708,686 708,686

TY 2024 InvestmentsOtherSchedule2
Name:
BOYCE THOMPSON SOUTHWESTERN ARBORETUM
EIN:
88-0061520
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MFB NORTHERN FDS GLOBAL, REAL ESTATE FMV 25,088 25,088

TY 2024 LandEtcSchedule2
Name:
BOYCE THOMPSON SOUTHWESTERN ARBORETUM
EIN:
88-0061520
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
GROUNDS IMPROVEMENTS 3,916,015 1,090,762 2,825,253  
BUILDINGS 3,437,778 1,705,927 1,731,851  
MACHINERY & EQUIPMENT 417,038 357,735 59,303  
VEHICLES 144,534 66,939 77,595  
LAND IMPROVEMENTS 201,143 61,275 139,868  


TY 2024 LegalFeesSchedule
Name:
BOYCE THOMPSON SOUTHWESTERN ARBORETUM
EIN:
88-0061520
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 14,706 0 14,706 0


TY 2024 OtherAssetsSchedule
Name:
BOYCE THOMPSON SOUTHWESTERN ARBORETUM
EIN:
88-0061520
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
RIGHT OF USE ASSET 53,059 41,890 41,890


TY 2024 OtherExpensesSchedule
Name:
BOYCE THOMPSON SOUTHWESTERN ARBORETUM
EIN:
88-0061520
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVERTISING 43,144 0 0 43,144
OFFICE EXPENSES 239,619 0 0 158,166
INFORMATION TECHNOLOGY 71,192 0 0 49,780
INSURANCE 234,298 0 0 234,723
SPECIAL EVENT EXPENSES 148,197 0 148,197 0
VEHICLE EXPENSES 8,088 0 0 8,088
SUPPLIES 55,689 0 55,689 0
EDUCATION EXPENSES 23,294 0 23,294 0
AZ ON TRACK EXPENSES 74,773 0 74,773 0
EXHIBITS 13,212 0 13,212 0


TY 2024 OtherIncomeSchedule2
Name:
BOYCE THOMPSON SOUTHWESTERN ARBORETUM
EIN:
88-0061520
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ADMISSIONS 1,614,753   1,614,753
SUBSCRIPTION REVENUE 140   140
OTHER INCOME 10,484   10,484
CLASS REVENUE 40,489   40,489
INSURANCE PROCEEDS 275,994   275,994
MEMBERSHIP DUES AND ASSESSMENTS 951,272   951,272
GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 27,720   27,720


TY 2024 OtherIncreasesSchedule
Name:
BOYCE THOMPSON SOUTHWESTERN ARBORETUM
EIN:
88-0061520
Description Amount
UNREALIZED GAIN ON INVESTMENTS 295,566
REVERSAL OF BAD DEBT ACCRUAL 583,668


TY 2024 OtherProfessionalFeesSchedule
Name:
BOYCE THOMPSON SOUTHWESTERN ARBORETUM
EIN:
88-0061520
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 14,631 14,631 14,631 0
OTHER CONTRACTED SERVICES 327,860 0 327,860 0