2018-02-14T10:33:32-06:00 2017-03-31 341884125 CBIZ MHM LLC 3101 N Central Ave Ste 300 Phoenix AZ 85012 990 2016-04-01 860938555 THE WELLIK FOUNDATION % ARIZONA COMMUNITY FOUNDATION WELL 6023811400 2201 E CAMELBACK ROAD SUITE 405B PHOENIX AZ 85016 Jeff Sauter Treasureer 6023811400 2018-02-07 1 Amy A O'Loughlin P00869687 6022646835 2018-02-07 2016 2022-09-23 18:48:47Z eileen mcguire 2201 E CAMELBACK 405B PHOENIX AZ 85016 8865229 0 X NONE 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 FOUNDATION REMAINS A QUALIFIED ORGANIZATION. 9 8 0 8 0 0 0 0 0 0 716497 1690079 600 1390 717097 1691469 269949 264527 0 0 0 0 0 0 0 388503 383708 658452 648235 58645 1043234 25424014 26319258 4412 50000 25419602 26269258 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 372842 264527 GRANTS SUPPORTING PROGRAM SERVICES carried on by organizations in the Wickenburg Area. See Schedule I, Part II for more information. PROGRAM EXPENSES PAID TO CHARITABLE ORGANIZATIONS IN SUPPORT OF THEPURPOSES OF THE ARIZONA COMMUNITY FOUNDATION, INC. 372842 1 0 0 0 0 0 0 0 0 0 1 1 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 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 X 9 8 1 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 AZ X Kyla Quintero 6023811400 2201 E CAMELBACK SUITE 405B PHOENIX AZ 85016 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 ALVIN HANCOCK Vice Chair 1.00 X X 0 0 0 BARBARA MCARTHUR DIRECTOR 1.00 X 0 0 0 BECKY HAYS ROVEY DIRECTOR 1.00 X 0 0 0 alan Abare dIRECTOR 1.00 X 0 0 0 eileen Mcguire Chairman 2.00 X X 0 0 0 Jacky Alling DIRECTOR 1.00 45.00 X 0 202066 53644 Steven G Seleznow president 1.00 45.00 X 0 427761 47764 Jeff Sauter Secretary/Treasurer 1.00 45.00 X 0 204373 26638 0 834200 128046 0 0 1 0 ARIZONA COMMUNITY FOUNDATION 2201 E Camelback 405B PHOENIX AZ 85016 Management fees 257829 Fennemore Craig PC 2394 E Camelback Rd 600 Phoenix AZ 850163429 Legal Fees 129202 2 248969 248969 600 0 600 600 600 8614870 7173760 1441110 1441110 1441110 Other Income 900099 790 790 790 1691469 0 0 1691469 264527 264527 250000 250000 89973 89973 25393 25393 1200 1200 29 29 1950 1950 REAL PROPERTY EXPENSE 15163 15163 648235 372842 275393 0 909 9430000 9430000 9430000 10854776 11478607 5139238 5409742 25424014 26319258 81 50000 4331 0 4412 50000 X 25419602 26269258 25419602 26269258 25424014 26319258 1043234 -193578 0 X 0 1 X 1 0 X X 1 Arizona community foundation 860348306 7 1 274050 0 1 274050 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 9430000 9430000 9430000 FLYING E DUDE RANCH, 191 CLASS A SHARES - 2004 DONATION VALUE - 2,600,000 5409742 F 5409742 X Part X, Line 2: FIN 48 (ASC 740) 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 dEL e weBB CENTER FOR THE PERFORMING ARTS 2001 W WICKENBURG WAY 3 WICKENBURG AZ 85390 860873249 501(C)(3) 41000 Sound Enhancement Project, Jessica Lang Dance Company, Camp Imagination 2017 ARIZONA COMMUNITY FOUNDATION 2201 E Camelback 405B phoenix AZ 85016 860348306 501(C)(3) 24050 in memory of karen Seleznow; Fund annual scholarship distribution Town of Wickenburg 155 N Tegner St A Wickenburg AZ 85390 866000269 government 10000 Restoration of ATSF Locomotive #761 and Drover Caboose Desert Caballeros Western Museum 21 N Frontier St wiCKENBURG AZ 85390 860204201 501(C)(3) 25000 Desert Caballeros Western Museum Historic Wickenburg Exhibition Update Foundation for Senior Living 1201 E Thomas Rd Phoenix AZ 85014 860411904 501(C)(3) 35000 Wise Owl Senior Center FSL Nutrition Program and Freedom Express Transportation Wickenburg Chamber of Commerce 216 N Frontier St wiCKENBURG AZ 853901419 860101001 501(C)(6) 125132 Depot Renovation, Matching Grant, Historic Restoration Depot 5 1 Part I, Line 2: ORGANIZATIONS RECEIVING GRANT FUNDING FROM THE WELLIK 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 Jacky Alling DIRECTOR 0 167932 0 34134 0 0 0 22833 0 30811 0 255710 0 0 Steven G Seleznow president 0 362155 0 50382 0 15224 0 30673 0 17091 0 475525 0 0 Jeff Sauter Secretary/Treasurer 0 176254 0 28119 0 0 0 11416 0 15222 0 231011 0 0 Form 990, Part VI, Section A, line 2 Jacky Alling, steven seleznow, and jeff sauter 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 WELLIK FOUNDATION. 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) 7 N/A 0 AFC PUBLIC FOUNDATION 2201 EAST CAMELBACK ROAD suite 405b PHOENIX AZ 85016 860900277 COM. SUPPORT AZ 501(C)(3) 12A AZ COMM FDN 0 THE ARMSTRONG FAMILY FOUNDATION 2201 EAST CAMELBACK ROAD suite 405b PHOENIX AZ 85016 860846677 COM. SUPPORT AZ 501(C)(3) 12A 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) 12A AZ COMM FDN 0 THE EVANS CHARITABLE FOUNDATION 2201 EAST CAMELBACK ROAD suite 405b PHOENIX AZ 85016 860914248 COM. SUPPORT AZ 501(C)(3) 12A AZ COMM FDN 0 FIRST BAPTIST CHURCH OF PHOENIX FOUNDATION 2201 EAST CAMELBACK ROAD suite 405b PHOENIX AZ 85016 860950135 COM. SUPPORT AZ 501(C)(3) 12A 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) 12A 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) 12A AZ COMM FDN 0 THE INGEBRITSON FAMILY FOUNDATION 2201 EAST CAMELBACK ROAD suite 405b PHOENIX AZ 85016 860800012 COM. SUPPORT AZ 501(C)(3) 12A AZ COMM FDN 0 THE MOLLY LAWSON FOUNDATION INC 2201 EAST CAMELBACK ROAD suite 405b PHOENIX AZ 85016 200236832 COM. SUPPORT AZ 501(C)(3) 12A AZ COMM FDN 0 LIPPINCOTT FAMILY FOUNDATION INC 2201 EAST CAMELBACK ROAD suite 405b PHOENIX AZ 85016 200967548 COM. SUPPORT AZ 501(C)(3) 12A AZ COMM FDN 0 LODESTAR CHARITABLE FOUNDATION 2201 EAST CAMELBACK ROAD suite 405b PHOENIX AZ 85016 860965287 COM. SUPPORT AZ 501(C)(3) 12A 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) 12A AZ COMM FDN 0 THE ODOM FAMILY FOUNDATION 2201 EAST CAMELBACK ROAD suite 405b PHOENIX AZ 85016 860790314 COM. SUPPORT AZ 501(C)(3) 12A AZ COMM FDN 0 THE PAKIS FAMILY FOUNDATION 2201 EAST CAMELBACK ROAD suite 405b PHOENIX AZ 85016 860846617 COM. SUPPORT AZ 501(C)(3) 12A 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) 12A AZ COMM FDN 0 RODEL CHARITABLE FOUNDATION - AZ 2201 EAST CAMELBACK ROAD suite 405b PHOENIX AZ 85016 860941890 COM. SUPPORT AZ 501(C)(3) 12A AZ COMM FDN 0 THE SILVERMAN FAMILY FOUNDATION 2201 EAST CAMELBACK ROAD suite 405b PHOENIX AZ 85016 860704259 COM. SUPPORT AZ 501(C)(3) 12A AZ COMM FDN 0 JIM TROXELL FOUNDATION 2201 EAST CAMELBACK ROAD suite 405b PHOENIX AZ 85016 452968884 COM. SUPPORT AZ 501(C)(3) 12A 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) 12A AZ COMM FDN 0 WAZE FOUNDATION 2201 EAST CAMELBACK ROAD suite 405b PHOENIX AZ 85016 201234655 COM. SUPPORT AZ 501(C)(3) 12A AZ COMM FDN 0 THE ROBERT J WICK FAMILY FOUNDATION 2201 EAST CAMELBACK ROAD suite 405b PHOENIX AZ 85016 860782796 COM. SUPPORT AZ 501(C)(3) 12A AZ COMM FDN 0 THE WALTER M WICK FAMILY FOUNDATION 2201 EAST CAMELBACK ROAD suite 405b PHOENIX AZ 85016 860782797 COM. SUPPORT AZ 501(C)(3) 12A AZ COMM FDN 0 vogel charitable foundation 2201 EAST CAMELBACK ROAD suite 405b PHOENIX AZ 85016 680544541 COM. SUPPORT AZ 501(C)(3) 12A AZ COMM FDN 0 burton family foundation 2201 EAST CAMELBACK ROAD suite 405b PHOENIX AZ 85016 473900987 COM. SUPPORT AZ 501(C)(3) 12A AZ COMM FDN 0 Arizona foundation for women 2201 EAST CAMELBACK ROAD suite 405b pHOENIX AZ 85016 860789956 cOM. SUPPORT AZ 501(C)(3) 12A az COMM FDN 0 Cassidy Charitable LP 6390 NORTH CATTLE TRACK ROAD Scottsdale AZ 85250 860899100 Investment AZ N/A Excluded 0 0 0.99000 Liberty Inv LLLP 20660 N 40TH STREET UNIT 2147 PHOENIX AZ 85050 861001790 Investment AZ N/A Excluded 0 0 0.97000 FTP HOLDINGS LLC PO BOX 50342 MESA AZ 85208 860950521 Investment AZ N/A Excluded 0 0 0.95000 LTIB LP 8402 JUAN TABO SCOTTSDALE AZ 85255 860939776 Investment AZ N/A Excluded 0 0 0.99000 A&C LAKESIDE INV 8433 N BLACK CANYON HWY PHOENIX AZ 85021 861048713 Investment AZ N/A Excluded 0 0 0.97000 K & J WILTON LTD 2201 E Camelback Rd Ste 405B PHOENIX AZ 85016 Investment AZ N/A Excluded 0 0 0.99000 WWC PROPERTIES LLC 2201 E Camelback Road Suite 405B PHOENIX AZ 85016 270507396 Investment AZ N/A Excluded 0 1 0.80000 Charitable Remainder Trust (20) Investment AZ 0 Charitable Lead Trust (2) Investment AZ 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 0