2024-12-23T12:15:38-06:00 2024-03-31 390859910 BAKER TILLY ADVISORY GROUP LP 2055 E WARNER RD STE 101 TEMPE AZ 85284 990 2023-04-01 860938555 THE WELLIK FOUNDATION C/O ARIZONA COMMUNITY FOUNDATION WELL 6023811400 2201 E CAMELBACK RD 405B PHOENIX AZ 85016 STEPHANIE HARRER SECRETARY/TREASURER 6023811400 2024-11-22 1 0 COLETTE KAMPS CPA P00367616 4808394900 2024-11-22 2023 2024-10-15 13:58:12Z ANNA MARIA CHAVEZ 2201 E CAMELBACK RD 405B PHOENIX AZ 85016 842204 0 X N/A X 1998 AZ TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF THE ARIZONA COMMUNITY FOUNDATION, AN AZ NONPROFIT CORPORATION, SO LONG AS ARIZONA COMMUNITY FOUNDATOIN REMAINS A QUALIFIED ORGANIZATION. 12 10 0 10 0 0 0 0 0 0 -979370 623197 9000 13800 -970370 636997 484594 593080 0 0 0 0 0 0 0 344165 341292 828759 934372 -1799129 -297375 26086146 28175449 69859 44532 26016287 28130917 TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF THE ARIZONA COMMUNITY FOUNDATION, AN AZ NONPROFIT CORPORATION, SO LONG AS ARIZONA COMMUNITY FOUNDATION REMAINS A QUALIFIED ORGANIZATION. 0 0 652366 593080 GRANTS SUPPORTING PROGRAM SERVICES CARRIED ON BY THE ORGANIZATION IN THE WICKENBURG AREA. SEE SCHEDULE I, PART II FOR MORE INFORMATION. 652366 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 10 1 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X ERIC NYSTROM 6023811400 2201 E CAMELBACK RD SUITE 405B PHOENIX AZ 85016 EILEEN MCGUIRE CHAIRPERSON 2.00 X X 0 0 0 ALVIN HANCOCK DIRECTOR 1.00 X 0 0 0 JANETTE BRYANT DIRECTOR 1.00 X 0 0 0 WILLIAM GREEN DIRECTOR 1.00 X 0 0 0 RICHARD BLAKELEY DIRECTOR 1.00 X 0 0 0 BARBARA MCARTHUR DIRECTOR 1.00 X 0 0 0 BECKY HAYS ROVEY VICE CHAIR 1.00 X X 0 0 0 ALAN ABARE DIRECTOR 1.00 X 0 0 0 STEPHANIE HARRER SECRETARY & TREASURER 1.00 45.00 X X 0 124439 7898 KYLA QUINTERO SECRETARY & TREASURER (THRU 12/23) 1.00 45.00 X X 0 374901 29610 JULIA BROOKS DIRECTOR 1.00 X 0 0 0 VALERIE SHUMWAY DIRECTOR 1.00 X 0 0 0 MORGAN BISHOP FRASER DIRECTOR 1.00 45.00 X 0 115979 7805 ANNA MARIA CHAVEZ PRESIDENT 1.00 45.00 X 0 473078 924 0 1088397 46237 0 0 1 0 ARIZONA COMMUNITY FOUNDATION 2201 E CAMELBACK 405B PHOENIX AZ 85016 MANAGEMENT FEES 262332 1 828404 828404 13800 0 13800 13800 13800 205207 -205207 -205207 -205207 636997 0 0 636997 593080 593080 262332 262332 35331 35331 19674 19674 4000 4000 1847 1847 REAL PROPERTY EXPENSES 18108 18108 934372 652366 282006 0 312500 24745 6399 7381266 3858220 3297200 2880000 3297200 15800135 20701130 26086146 28175449 3734 11607 66125 32925 69859 44532 X 26016287 28130917 26016287 28130917 26086146 28175449 -297375 2412005 0 X 0 1 X 1 0 X X 1 ARIZONA COMMUNITY FOUNDATION 860348306 7 1 262332 0 1 262332 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 3297200 3297200 3297200 X PART X, LINE 2: FOUNDATION AND SUPPORT FOUNDATIONS EVALUATE THEIR UNCERTAIN TAX POSITIONS IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF THEIR POLICIES AND PROCEDURES, REVIEW OF THEIR REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. 1 FOUNDATION FOR SENIOR LIVING 1201 E THOMAS RD PHOENIX AZ 850145734 860411904 501(C)(3) 140000 0 PROGRAMS AT THE GEORGE & VI WELLIK SENIOR CENTER ROUND-UP FOUNDATION 216 N FRONTIER ST WICKENBURG AZ 853904413 412034082 501(C)(3) 108300 0 WICKENBURG CHAMBER ANNUAL TOURISM EVENTS AND OUTREACH FRIENDS OF MUSIC COMMITTEE INC PO BOX 2078 WICKENBURG AZ 853582078 860351746 501(C)(3) 20000 0 FREE CONCERT SERIES DESERT CABALLEROS WESTERN MUSEUM 21 N FRONTIER ST WICKENBURG AZ 853903431 860204201 501(C)(3) 10000 0 THE DESERT CABALLEROS WESTERN MUSEUM ROOF REPAIR PROJECT DEL E WEBB CENTER FOR THE PERFORMING ARTS 2001 W WICKENBURG WAY STE 3 WICKENBURG AZ 853902298 860873249 501(C)(3) 40000 0 CAMP IMAGINATION 2023 AND PURSUING STATE-OF-THE-ART STATUS II WICKENBURG DUCKS IN A ROW FOUNDATION PO BOX 20596 WICKENBURG AZ 853585596 270065228 501(C)(3) 8100 0 COMMUNITY EDUCATION AND OUTREACH PROGRAM WICKENBURG COMMUNITY SERVICES CORPORATION PO BOX 782 WICKENBURG AZ 85258 860310614 501(C)(3) 166700 0 WELLIK SENIOR CENTER SUPPORT PROJECT WICKENBURG CONSERVATION FOUNDATION PO BOX 20008 WICKENBURG AZ 853585008 860946869 501(C)(3) 5980 0 POLLINATOR GARDENS, WICKENBURG CLEAN & BEAUTIFUL, AND DESERT AWARENESS WICKENBURG PERFORMING ART BOOSTERS PO BOX 2278 WICKENBURG AZ 853582278 271509243 501(C)(3) 8000 0 WICKENBURG HIGH SCHOOL MUSIC PROGRAM EQUIPMENT ARIZONA AGRICULTURAL EDUCATION FFA FOUNDATION PO BOX 5310 GLENDALE AZ 853125310 860531662 501(C)(3) 10000 0 TO SUPPORT FFA MEMBERS' TRIP TO THE NATIONAL CONVENTION IN INDIANAPOLIS; ANY UNUSED FUNDS WILL BE DIRECTED TO THE FFA WICKENBURG CHAPTER JOBS FOR ARIZONA'S GRADUATES INC 10201 S 51ST STREET SUITE 125 PHOENIX AZ 85044 860669709 501(C)(3) 10000 0 WICKENBURG JAG PROGRAM WICKENBURG DARK SKY ASSOCIATION 1975 DUFFY RD WICKENBURG AZ 853903512 852892346 501(C)(3) 10000 0 WICKENBURG DARK SKY ASSOCIATION SUPPORT PROJECT WICKENBURG CHRISTIAN ACADEMY INC 260 W YAVAPAI ST WICKENBURG AZ 853903205 860497591 501(C)(3) 21000 0 STEAM AHEAD PROJECT 14 0 PART I, LINE 2: ORGANIZATIONS RECEIVING GRANT FUNDING FROM THE FOUNDATION ARE, IN MOST CASES, REQUIRED TO SUBMIT A FINAL REPORT DESCRIBING THE RESULTS OF THEIR FUNDED PROGRAM OR UPDATE THE FOUNDATION ON THEIR PROGRESS TO DATE. THESE FINAL REPORTS OUTLINE THE RETURN ON INVESTMENT FOR THE GRANTEE, THE DONOR, THE FOUNDATION, THE COMMUNITY AND ANY OTHER STAKEHOLDERS INVOLVED. 0 0 0 0 0 0 0 0 0 ANNA MARIA CHAVEZ PRESIDENT 0 460577 0 12501 0 0 0 0 0 924 0 474002 0 0 KYLA QUINTERO SECRETARY & TREASURER (THRU 12/23) 0 323663 0 51238 0 0 0 19420 0 10190 0 404511 0 0 FORM 990, PART VI, SECTION A, LINE 2 ANNA MARIA CHAVEZ, STEPHANIE HARRER, KYLA QUINTERO (THRU 12/23), AND MORGAN BISHOP FRASER HAVE A BUSINESS RELATIONSHIP AS OFFICERS/EMPLOYEES OF THE SUPPORTING AND SUPPORTED ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION IS MANAGED BY ITS SUPPORTED ORGANIZATION, THE ARIZONA COMMUNITY FOUNDATION. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS TWO CLASSES OF MEMBERS; ARIZONA COMMUNITY FOUNDATION (THE SUPPORTED ORGANIZATION) MEMBERS AND DONOR MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A EACH CLASS OF MEMBERS HAS THE RIGHT TO APPOINT DIRECTORS TO THE BOARD; HOWEVER, THE MAJORITY OF DIRECTORS SHALL BE APPOINTED BY THE ARIZONA COMMUNITY FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7B THE AFFIRMATIVE VOTE OF THE ARIZONA COMMUNITY FOUNDATION, AND, IF THERE ARE TWO OR MORE DONOR MEMBERS, THE AFFIRMATIVE VOTE OF AT LEAST ONE DONOR MEMBER AT ANY ANNUAL OR SPECIAL MEETING OF MEMBERS SHALL BE REQUIRED TO ADOPT OR APPROVE THE FOLLOWING ACTIONS: 1. LIQUIDATION OR DISSOLUTION OF THE CORPORATION; 2. MERGER, OR CONSOLIDATION OR TRANSFER OF SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION; 3. REPEAL, MODIFICATION, AMENDMENT, IN WHOLE OR IN PART, OR ADDITION TO THE ARTICLES OF INCORPORATION OR BYLAWS OF THE CORPORATION OR ADOPTION OF NEW ARTICLES OF INCORPORATION OR BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B AN OUTSIDE ACCOUNTANT PREPARES THE RETURN AND SENDS A DRAFT TO THE CHIEF FINANCIAL OFFICER OF THE ARIZONA COMMUNITY FOUNDATION FOR REVIEW. SUGGESTED CHANGES, IF ANY, ARE MADE AS APPROPRIATE TO THE DRAFT BY THE OUTSIDE ACCOUNTANT. THE FINAL DRAFT OF THE 990 IS SENT TO ALL BOARD MEMBERS FOR REVIEW AND DELIBERATION PRIOR TO BEING FILED WITH THE IRS. THE FINAL RETURN IS SUBMITTED TO EITHER THE CEO OR CFO OF THE ARIZONA COMMUNITY FOUNDATION FOR APPROVAL AND SIGNATURE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF DIRECTORS OF THE ORGANIZATION. ALL BOARD MEMBERS SIGN AN ACKNOWLEDGEMENT THAT THEY HAVE READ THE CONFLICT OF INTEREST POLICY, AGREE TO ABIDE BY IT AND IDENTIFY ANY POTENTIAL CONFLICTS THEY MAY HAVE. THESE ACKNOWLEDGEMENTS ARE REVIEWED BY THE ACF ADVANCEMENT STAFF. SHOULD ANY GRANTS BE PRESENTED THAT WOULD GIVE RISE TO A CONFLICT ON BEHALF OF ONE OR MORE BOARD MEMBERS; THEY ARE ASKED TO DISCLOSE THE CONFLICT, AND RECUSE THEMSELVES FROM ANY VOTE ON APPROVING THE GRANT. ALL OF THIS IS ALSO NOTED IN THE MINUTES OF THE APPLICABLE BOARD MEETING. THIS PROCEDURE IS FOLLOWED FOR ANY OTHER TYPES OF CONFLICT AS WELL. THE ACF AUDIT AND COMPLIANCE COMMITTEE HAS AUTHORITY TO INVESTIGATE ANY SITUATION WHERE A CONFLICT OF INTEREST MAY EXIST, BUT IT WAS NOT DISCLOSED TO THE BOARD OR TO ACF. THEY WOULD GATHER ALL MATERIAL FACTS AND ASK THE INDIVIDUAL TO MAKE AN APPEARANCE BEFORE THE COMMITTEE TO DISCUSS THE MATTER. SHOULD THE INVESTIGATION FIND THAT A CONFLICT OF INTEREST EXISTS AND IT WAS NOT DISCLOSED, APPROPRIATE DISCIPLINARY MEASURES WILL BE TAKEN. THE AUDIT AND COMPLIANCE COMMITTEE WILL REPORT THEIR RESULTS TO THIS BOARD AND THE ACF BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES A PAPER COPY OF THE FINANCIAL STATEMENTS UPON REQUEST. THE ORGANIZATION DOES NOT PROACTIVELY PROVIDE COPIES OF ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY TO THE PUBLIC. HOWEVER, IF THE ORGANIZATION RECEIVES A REQUEST FROM A DONOR OR POTENTIAL DONOR, THE ORGANIZATION WILL CONSIDER THE REQUEST AND THE CIRCUMSTANCES SURROUNDING THE REQUEST IN DETERMINING WHETHER TO PROVIDE THE DOCUMENTS. ARIZONA COMMUNITY FOUNDATION 2201 EAST CAMELBACK ROAD SUITE 405B PHOENIX AZ 85016 860348306 COM. SUPPORT AZ 501(C)(3) LINE 7 N/A 0 AFC PUBLIC FOUNDATION 2201 EAST CAMELBACK ROAD SUITE 405B PHOENIX AZ 85016 860900277 COM. SUPPORT AZ 501(C)(3) LINE 12A, I AZ COMM FDN 0 BURTON FAMILY FOUNDATION 2201 EAST CAMELBACK ROAD SUITE 405B PHOENIX AZ 85016 473900987 COM. SUPPORT AZ 501(C)(3) LINE 12A, I AZ COMM FDN 0 ELLIS CENTER FOR EDUCATIONAL EXCELLENCE 2201 EAST CAMELBACK ROAD SUITE 405B PHOENIX AZ 85016 202822602 COM. SUPPORT AZ 501(C)(3) LINE 12A, I AZ COMM FDNAZ 0 FIRST BAPTIST CHURCH OF PHOENIX FOUNDATION 2201 EAST CAMELBACK ROAD SUITE 405B PHOENIX AZ 85016 860950135 COM. SUPPORT AZ 501(C)(3) LINE 12A, I AZ COMM FDN 0 SAM & PEGGY GROSSMAN FAMILY FOUNDATION 2201 EAST CAMELBACK ROAD SUITE 405B PHOENIX AZ 85016 860939696 COM. SUPPORT AZ 501(C)(3) LINE 12A, I AZ COMM FDN 0 RS HOYT JR FAMILY FOUNDATION 2201 EAST CAMELBACK ROAD SUITE 405B PHOENIX AZ 85016 860958722 COM. SUPPORT AZ 501(C)(3) LINE 12A, I AZ COMM FDN 0 MOLLY LAWSON FOUNDATION INC (THE) 2201 EAST CAMELBACK ROAD SUITE 405B PHOENIX AZ 85016 200236832 COM. SUPPORT AZ 501(C)(3) LINE 12A, I AZ COMM FDN 0 LIPPINCOTT FAMILY FOUNDATION INC 2201 EAST CAMELBACK ROAD SUITE 405B PHOENIX AZ 85016 200967548 COM. SUPPORT AZ 501(C)(3) LINE 12A, I AZ COMM FDN 0 ODOM FAMILY FOUNDATION (THE) 2201 EAST CAMELBACK ROAD SUITE 405B PHOENIX AZ 85016 860790314 COM. SUPPORT AZ 501(C)(3) LINE 12A, I AZ COMM FDN 0 PAKIS FAMILY FOUNDATION (THE) 2201 EAST CAMELBACK ROAD SUITE 405B PHOENIX AZ 85016 860846617 COM. SUPPORT AZ 501(C)(3) LINE 12A, I AZ COMM FDN 0 PETZNICK STEWART FOUNDATION (THE) 2201 EAST CAMELBACK ROAD SUITE 405B PHOENIX AZ 85016 820915718 COM. SUPPORT AZ 501(C)(3) LINE 12A, I AZ COMM FDN 0 EDWARD J ROBSON FAMILY FOUNDATION 2201 EAST CAMELBACK ROAD SUITE 405B PHOENIX AZ 85016 861012657 COM. SUPPORT AZ 501(C)(3) LINE 12A, I AZ COMM FDN 0 RODEL CHARITABLE FOUNDATION- AZ 2201 EAST CAMELBACK ROAD SUITE 405B PHOENIX AZ 85016 860941890 COM. SUPPORT AZ 501(C)(3) LINE 12A, I AZ COMM FDN 0 ROSENBLUTH FAMILY CHARITABLE FOUNDATION 2201 EAST CAMELBACK ROAD SUITE 405B PHOENIX AZ 85016 822085640 COM. SUPPORT AZ 501(C)(3) LINE 12A, I AZ COMM FDN 0 SILVERMAN FAMILY FOUNDATION (THE) 2201 EAST CAMELBACK ROAD SUITE 405B PHOENIX AZ 85016 860704259 COM. SUPPORT AZ 501(C)(3) LINE 12A, I AZ COMM FDN 0 JIM TROXELL FOUNDATION 2201 EAST CAMELBACK ROAD SUITE 405B PHOENIX AZ 85016 452968884 COM. SUPPORT AZ 501(C)(3) LINE 12A, I AZ COMM FDN 0 JAMES A UNRUH FAMILY FOUNDATION 2201 EAST CAMELBACK ROAD SUITE 405B PHOENIX AZ 85016 860955776 COM. SUPPORT AZ 501(C)(3) LINE 12A, I AZ COMM FDN 0 WAZE FOUNDATION 2201 EAST CAMELBACK ROAD SUITE 405B PHOENIX AZ 85016 201234655 COM. SUPPORT AZ 501(C)(3) LINE 12A, I AZ COMM FDN 0 ROBERT J WICK FAMILY FOUNDATION (THE) 2201 EAST CAMELBACK ROAD SUITE 405B PHOENIX AZ 85016 860782796 COM. SUPPORT AZ 501(C)(3) LINE 12A, I AZ COMM FDN 0 WALTER M WICK FAMILY FOUNDATION (THE) 2201 EAST CAMELBACK ROAD SUITE 405B PHOENIX AZ 85016 860782797 COM. SUPPORT AZ 501(C)(3) LINE 12A, I AZ COMM FDN 0 ISAACS FAMILY FOUNDATION 2201 EAST CAMELBACK ROAD SUITE 405B PHOENIX AZ 85016 921930846 COM. SUPPORT AZ 501(C)(3) LINE 12A, I AZ COMM FDN 0 RICHARD A ODOM FAMILY FOUNDATION 2201 EAST CAMELBACK ROAD SUITE 405B PHOENIX AZ 85016 860898996 COM. SUPPORT AZ 501(C)(3) LINE 12A, I AZ COMM FDN 0 A&C LAKESIDE INV 8433 N BLACK CANYON HWY PHOENIX AZ 85021 861048713 INVESTMENT AZ EXCLUDED 489000 0 0 0.97000 CASSIDY CHARITABLE LP 6390 NORTH CATTLE TRACK ROAD SCOTTSDALE AZ 85250 860899100 INVESTMENT AZ EXCLUDED 24300 0 0 0.99000 FTP HOLDINGS LLC PO BOX 50342 MESA AZ 85208 860950521 INVESTMENT AZ EXCLUDED 234701 0 0 0.95000 LIBERTY INV LLLP 20660 N 40TH STREET UNIT 2147 PHOENIX AZ 85050 861001790 INVESTMENT AZ EXCLUDED 79905 678550 0 0 0.97000 PEDERSON POSSE LLC SERIES A 5650 N 208TH LANE BUCKEYE AZ 85396 921448683 AZ EXCLUDED 596000 596000 0 0 0.98000 PEDERSON POSSE LLC SERIES B 5650 N 208TH LANE BUCKEYE AZ 85396 921448683 AZ EXCLUDED 1401000 1401000 0 0 0.98000 CHARITABLE REMAINDER TRUST (19) INVESTMENT AZ 0 CHARITABLE LEAD TRUST (2) INVESTMENT AZ 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0