2024-11-14T16:18:01-06:00 2023-12-31 203895187 HALVERSON & COMPANY INC 761 GARDEN VIEW COURT SUITE 201 ENCINITAS CA 92024 990PF 2023-01-01 208018615 THE HADDOCK STANTON FOUNDATION HADD 4804830284 7548 N EUCALYPTUS DRIVE PARADISE VALLEY AZ 85253 ROBERT HADDOCK PRESIDENT 4804830284 2024-11-14 1 0 SCOTT T WRIGLEY P00631592 7609422608 2024-11-14 2023 2024-10-15 13:58:12Z X 5609325 X X 72932 72932 401570 530000 401570 811 811 0 475313 475313 0 0 0 0 0 4725 3307 0 1418 2654 0 0 0 52372 52372 0 0 59751 55679 0 1418 225675 225675 285426 55679 0 227093 189887 419634 0 32804 227224 227224 1834853 1830320 5382101 1867657 2057544 5609325 0 0 X 0 0 0 0 1867657 2057544 1867657 2057544 1867657 2057544 1867657 189887 0 2057544 0 2057544 72.065 SHS VNGRD 500 IDX ADML 2023-01-01 2023-07-13 30000 27806 2194 2194 46.694 SHS VNGRD 500 IDX ADML 2023-01-01 2023-10-16 18852 18153 699 699 142.577 SHS VNGRD 500 IDX ADML 2019-01-01 2023-10-16 57564 17749 39815 39815 58.413 SHS VNGRD 500 IDX ADML 2007-09-21 2023-10-16 23584 3882 19702 19702 457.750 SHS VNGRD 500 IDX ADML 2019-01-01 2023-12-14 200000 30420 169580 169580 457.760 SHS VNGRD 500 IDX ADML 2019-01-01 2023-12-15 200000 30420 169580 169580 401570 2893 5833 0 5833 0 5833 0 0 7500 0 7500 X 270 1397 1397 0 0 0 0 0 0 0 0 0 0 0 1 1 AZ 1 0 0 0 0 1 N/A ROBERT HADDOCK 4804830284 7548 N EUCALYPTUS DRIVE PARADISE VALLEY AZ 85253 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANN M STANTON 7548 N EUCALYPTUS DRIVE PARADISE VALLEY AZ 85253 VICE PRESIDENT/SECRETARY 3.00 0 0 0 ROBERT HADDOCK 7548 N EUCALYPTUS DRIVE PARADISE VALLEY AZ 85253 PRESIDENT/TREASURER 3.00 0 0 0 NONE 0 NONE 0 0 4339938 40045 978988 5358971 0 0 5358971 80385 5278586 263929 263929 5833 5833 258096 0 258096 0 258096 227093 0 227093 258096 193632 0 0 227093 193632 0 0 33461 0 0 0 0 0 0 0 0 224635 0 0 0 X UNICEF USA 125 MAIDEN LANE NEW YORK NY 10038 NONE 501(C)(3) GENERAL FUNDS 10000 CATHOLIC RELIEF SERVICES 228 W LEXINGTON ST NEW YORK NY 21201 NONE 501(C)(3) GENERAL FUNDS 10000 DOCTORS WITHOUT BORDERS USA PO BOX 5022 HAGERSTOWN MD 21741 NONE 501(C)(3) GENERAL FUNDS 10000 UNIVERSITY OF ARIZONA FOUNDATION 1200 E UNIVERSITY BLVD TUCSON AZ 85721 NONE 501(C)(3) GENERAL FUNDS 1000 PUBLIC THEATER 425 LAFAYETTE ST NEW YORK NY 10003 NONE 501(C)(3) GENERAL FUNDS 1200 MANHATTAN THEATRE CLUB 311 W 43RD ST NEW YORK NY 10036 NONE 501(C)(3) GENERAL FUNDS 1000 CALI ORPHANAGE FUND 8104 PALOMINO DRIVE BRIDGEVILLE PA 15017 NONE 501(C)(3) GENERAL FUNDS 1000 CENTRAL PARK CONSERVANCY 14 E 60TH ST NEW YORK NY 10022 NONE 501(C)(3) GENERAL FUNDS 500 LITERARY & PROLOGUE SOCIETY 7729 E GREENWAY ROAD STE 300 SCOTTSDALE AZ 85260 NONE 501(C)(3) GENERAL FUNDS 4900 DESERT BOTANICAL GARDEN 1201 N GALVIN PKWY PHOENIX AZ 85008 NONE 501(C)(3) GENERAL FUNDS 25250 CHILDSPLAY 900 SOUTH MITCHELL DRIVE TEMPE AZ 85281 NONE 501(C)(3) GENERAL FUNDS 1200 AMERICARES 88 HAMILTON AVENUE STAMFORD CT 06902 NONE 501(C)(3) GENERAL FUNDS 10000 WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVE NW 7TH FLOOR WASHINGTON DC 20001 NONE 501(C)(3) GENERAL FUNDS 5000 SALVATION ARMY PO BOX 60115 CITY OF INDUSTRY CA 917160115 NONE 501(C)(3) GENERAL FUNDS 250 DIRECT RELIEF 6100 WALLACE BECKNELL ROAD SANTA BARBARA CA 93117 NONE 501(C)(3) GENERAL FUNDS 10000 VALLEY OF THE SUN UNITED WAY 3200 E CAMELBACK RD 375 PHOENIX AZ 85018 NONE 501(C)(3) GENERAL FUNDS 10000 INTERNATIONAL COMMITTEE OF THE RED CROSS 1100 CONNECTICUT AVENUE NW STE 500 WASHINGTON DC 20036 NONE 501(C)(3) GENERAL FUNDS 25000 MAYO CLINIC 200 FIRST ST SW ROCHESTER MN 55905 NONE 501(C)(3) GENERAL FUNDS 5000 FRIENDS OF PUBLIC RADIO - KJZZ PO BOX 62228 PHOENIX AZ 85082 NONE 501(C)(3) GENERAL FUNDS 1000 FORDHAM UNIVERSITY PO BOX 417762 BOSTON MA 022417762 NONE 501(C)(3) GENERAL FUNDS 1000 SCRANTON PREP 1000 WYOMING AVE SCRANTON PA 18509 NONE 501(C)(3) GENERAL FUNDS 500 AFS - USA 120 WALL STREET 4TH FLOOR NEW YORK NY 10005 NONE 501(C)(3) GENERAL FUNDS 1000 SANDRA DAY O'CONNOR INSTITUTE 111 E TAYLOR ST 9220 PHOENIX AZ 85001 NONE 501(C)(3) GENERAL FUNDS 1350 AMERICAN ACADEMY OF DERMATOLOGY PO BOX 1968 DES PLAINES IL 60017 NONE 501(C)(3) GENERAL FUNDS 5000 BARROW NEUROLOGICAL FOUNDATION 120 W THOMAS RD STE 250 PHOENIX AZ 85013 NONE 501(C)(3) GENERAL FUNDS 5000 T GEN FOUNDATION 445 N 5TH ST PHOENIX AZ 85004 NONE 501(C)(3) GENERAL FUNDS 5000 ROSIE'S HOUSE PO BOX 13446 PHOENIX AZ 85002 NONE 501(C)(3) GENERAL FUNDS 1000 CHILDREN'S ACTION ALLIANCE 3030 N 3RD ST 650 PHOENIX AZ 85012 NONE 501(C)(3) GENERAL FUNDS 1000 AMERICANS FOR OXFORD 500 FIFTH AVENUE NEW YORK NY 10110 NONE 501(C)(3) GENERAL FUNDS 1000 ARIZONA THEATRE COMPANY PO BOX 619 PHOENIX AZ 85001 NONE 501(C)(3) GENERAL FUNDS 500 VALLEYWISE HEALTH FOUNDATION 2901 E CAMELBACK RD STE 202 PHOENIX AZ 85016 NONE 501(C)(3) GENERAL FUNDS 1000 ASU FOUNDATION 300 E UNIVERSITY DR TEMPE AZ 85281 NONE 501(C)(3) GENERAL FUNDS 2000 ARIZONA OPERA 1636 N CENTRAL AVE PHOENIX AZ 85008 NONE 501(C)(3) GENERAL FUNDS 500 PHOENIX CHAMBER MUSIC SOCIETY PO BOX 34235 PHOENIX AZ 85067 NONE 501(C)(3) GENERAL FUNDS 250 HIDDEN VILLA 26870 MOODY RD LOS ALTOS HILLS CA 94022 NONE 501(C)(3) GENERAL FUNDS 500 PHOENIX COUNTRY DAY SCHOOL 3901 E STANFORD DRIVE PHOENIX AZ 85253 NONE 501(C)(3) GENERAL FUNDS 1000 HAYDEN'S FERRY CHAMBER MUSIC SOCIETY 1517 E CALLE DE CABALLOS TEMPE AZ 85284 NONE 501(C)(3) GENERAL FUNDS 500 STANFORD UNIVERSITY PO BOX 20466 STANFORD CA 943090466 NONE 501(C)(3) GENERAL FUNDS 10000 PRESIDENT AND FELLOWS OF HARVARD COLLEGE 124 MOUNT AUBURN STREET CAMBRIDGE MA 02138 NONE 501(C)(3) GENERAL FUNDS 2000 UNIVERSITY OF WASHINGTON FOUNDATION PO BOX 353200 SEATTLE WA 981953200 NONE 501(C)(3) GENERAL FUNDS 1000 GIVE WELL 1714 FRANKLIN ST 100335 OAKLAND CA 94612 NONE 501(C)(3) GENERAL FUNDS 10000 PALO ALTO JUNIOR MUSEUM & ZOO 1451 MIDDLEFIELD RD PALO ALTO CA 94301 NONE 501(C)(3) GENERAL FUNDS 1000 ONE ACRE FUND 1954 FIRST STREET 183 HIGHLAND PARK IL 60035 NONE 501(C)(3) GENERAL FUNDS 5000 ARIZONA CENTER FOR LAW IN THE PUBLIC INTEREST 352 E CAMELBACK ROAD STE 200 PHOENIX AZ 85012 NONE 501(C)(3) GENERAL FUNDS 5000 IRISH REPERTORY THEATRE 132 W 22ND ST NEW YORK NY 10011 NONE 501(C)(3) GENERAL FUNDS 1250 BATTERY FOUNDATION 260 TOWNSEND STREET 7TH FLOOR SAN FRANCISCO CA 94107 NONE 501(C)(3) GENERAL FUNDS 8000 ARIZONA PBS 555 N CENTAL AVE 5TH FLOOR PHOENIX AZ 85004 NONE 501(C)(3) GENERAL FUNDS 2000 METROPOLITAN OPERA 30 LINCOLN CENTER PLAZA NEW YORK NY 10023 NONE 501(C)(3) GENERAL FUNDS 3750 ARIZONA MUSEUM OF NATURAL HISTORY 53 N MACDONALD MESA AZ 85201 NONE 501(C)(3) GENERAL FUNDS 275 GRAND CANYON COUNCIL BSA 9060 E VIA LINDA SCOTTSDALE AZ 85258 NONE 501(C)(3) GENERAL FUNDS 250 UNIVERSITY OF CALIFORNIA SAN DIEGO 9500 GILMAN DR LA JOLLA CA 92093 NONE 501(C)(3) GENERAL FUNDS 5000 GIRL SCOUTS PO BOX 5046 NEW YORK NY 100875046 NONE 501(C)(3) GENERAL FUNDS 250 AMERICAN INDEPENDENT FOUNDATION 800 MAINE AVE SW STE 500 WASHINGTON DC 200242866 NONE 501(C)(3) GENERAL FUNDS 10000 PHOENIX ART MUSEUM 1625 N CENTAL AVE PHOENIX AZ 85004 NONE 501(C)(3) GENERAL FUNDS 500 225675 0 14 72932 14 811 18 401570 0 475313 0 475313 ALL ALL LINES - SUPPORT EXEMPT PURPOSE 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL FEES 4725 3307 0 1418 THE MANAGER OF THE FOUNDATION ELECTS TO APPLY CURRENT YEAR QUALIFYING DISTRIBUTIONS TO SATISFY UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDED DECEMBER 31, 2021. VANGUARD MUTUAL FUNDS FMV 851332 4403113 LEGACY VENTURE IX, LLC AT COST 843683 843683 LEGACY VENTURE XI, LLC AT COST 135305 135305 LEGACY VENTURE IX, LLC - PORTFOLIO DEDUCTIONS 31671 31671 0 0 LEGACY VENTURE XI, LLC - PORTFOLIO DEDUCTIONS 20551 20551 0 0 BANK FEES 150 150 0 0 LEGACY VENTURE IX, LLC 640 640 0 LEGACY VENTURE IX, LLC -986 -986 0 LEGACY VENTURE XI, LLC 1157 1157 0 EXCISE TAX PAID 2654 0 0 0