2025-08-06T16:29:17-05:00 2025-03-31 390859910 BAKER TILLY ADVISORY GROUP LP 2055 E WARNER RD STE 101 TEMPE AZ 85284 990 2024-04-01 820915718 THE PETZNICK STEWART FOUNDATION % ARIZONA COMMUNITY FOUNDATION PETZ 6023811400 2201 E CAMELBACK RD 405B PHOENIX AZ 85016 STEPHANIE HARRER SECRETARY & TREASURER 6023811400 2025-08-01 1 0 COLETTE KAMPS CPA P00367616 4808394900 2025-07-23 2024 2025-03-06 01:10:19Z X ERIC NYSTROM 2201 E CAMELBACK RD 405B PHOENIX AZ 85016 17309 0 X N/A X 2017 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. X 9 6 0 6 0 0 0 0 0 0 6106 17309 0 0 6106 17309 325000 1241955 0 0 0 0 0 0 0 16305 12082 341305 1254037 -335199 -1236728 1357215 0 200000 0 1157215 0 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 1241955 1241955 GRANTS TO CHARITABLE ORGANIZATIONS IN SUPPORT OF THE PURPOSES OF THE ARIZONA COMMUNITY FOUNDATION, INC. 1241955 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 6 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 STE 405B PHOENIX AZ 85016 HOPE LEIBSOHN DIRECTOR 1.00 X 0 0 0 KIMBERLY KUR DIRECTOR 1.00 X 0 267228 28964 MARY UPCHURCH DIRECTOR 1.00 X 0 0 0 MICHELLE KERRIK DIRECTOR 1.00 X 0 0 0 OLEN PETZNICK CO-CHAIR 1.00 X X 0 0 0 PATRICIA PETZNICK CO-CHAIR 1.00 X X 0 0 0 EARL PETZNICK CO-CHAIR 1.00 X X 0 0 0 STEPHANIE HARRER SECRETARY & TREASURER 1.00 X X 0 140083 8899 ANNA MARIA CHAVEZ PRESIDENT 1.00 X X 0 572586 21856 0 979897 59719 0 0 1 0 0 13538 13538 3771 0 3771 3771 3771 17309 0 0 17309 1241955 1241955 10892 10892 10 10 1180 1180 1254037 1241955 12082 0 0 0 0 0 0 0 0 0 0 0 1357215 0 0 0 0 0 1357215 0 200000 200000 0 X 1157215 0 1157215 0 1357215 0 -1236728 79513 0 X 0 0 0 X X 1 ARIZONA COMMUNITY FOUNDATION 860348306 7 1 362847 0 1 362847 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 FRESH START WOMEN'S FOUNDATION 1130 E MCDOWELL ROAD PHOENIX AZ 85006 860762610 501C3 340000 0 FOR GENERAL SUPPORT ST JOSEPH'S FOUNDATION 124 W THOMAS RD STE 250 PHOENIX AZ 85013 942941245 501C3 10000 0 SUPPORT FOR THE CO-CHAIRS OF THE SIGNATURE EVENT UNIVERSITY OF ARIZONA FOUNDATION PO BOX 210109 TUCSON AZ 85721 866050388 501C3 10000 0 TO SUPPORT PARKINSON'S RESEARCH AT THE CENTER FOR INNOVATION IN BRAIN SCIENCE AMERICAN HEART ASSOCIATION INC 1910 W UNIVERSITY DR STE 205 TEMPE AZ 85281 135613797 501C3 25000 0 SUPPORT FOR THE 2024 HEART BALL BARROW NEUROLOGICAL FOUNDATION 2910 N 3RD AVE 450 PHOENIX AZ 85013 860174371 501C3 500000 0 FOR GENERAL SUPPORT ARIZONA COMMUNITY FOUNDATION 2201 E CAMELBACK RD STE 405B PHOENIX AZ 85016 860348306 501C3 351955 0 FINAL DISTRIBUTION 7 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 510086 0 62500 0 0 0 20700 0 1156 0 594442 0 0 KIMBERLY KUR DIRECTOR 0 232968 0 34260 0 0 0 27956 0 1008 0 296192 0 0 ALL ASSETS DISTRIBUTED INCLUDED CASH AND PUBICLY TRADED SECURITIES 2024-10-31 5000 INVESTMENTS ARE AT FAIR MARKET VALUE 201862135 CHILD SAVING INSTITUTE FOUNDATION INC 4545 DODGE ST OMAHA NE 68132 501C3 ALL ASSETS DISTRIBUTED INCLUDED CASH AND PUBICLY TRADED SECURITIES 2024-10-11 10000 INVESTMENTS ARE AT FAIR MARKET VALUE 942941245 ST JOSEPH'S FOUNDATION 124 W THOMAS RD STE 250 PHOENIX AZ 85013 501C3 ALL ASSETS DISTRIBUTED INCLUDED CASH AND PUBICLY TRADED SECURITIES 2024-11-08 10000 INVESTMENTS ARE AT FAIR MARKET VALUE 866050388 UNIVERSITY OF ARIZONA FOUNDATION PO BOX 210109 TUCSON AZ 85721 501C3 ALL ASSETS DISTRIBUTED INCLUDED CASH AND PUBICLY TRADED SECURITIES 2024-09-09 25000 INVESTMENTS ARE AT FAIR MARKET VALUE 135613797 AMERICAN HEART ASSOCIATION INC 1910 W UNIVERSITY DR STE 205 TEMPE AZ 85281 501C3 ALL ASSETS DISTRIBUTED INCLUDED CASH AND PUBICLY TRADED SECURITIES 2024-11-08 340000 INVESTMENTS ARE AT FAIR MARKET VALUE 860762610 FRESH START WOMEN'S FOUNDATION 1130 E MCDOWELL ROAD PHOENIX AZ 85006 501C3 ALL ASSETS DISTRIBUTED INCLUDED CASH AND PUBICLY TRADED SECURITIES 2024-11-08 500000 INVESTMENTS ARE AT FAIR MARKET VALUE 860174371 BARROW NEUROLOGICAL FOUNDATION 2910 N 3RD AVE 450 PHOENIX AZ 85013 501C3 ASSETS DISTRIBUTED INCLUDED ONLY CASH 2025-03-31 351955 CASH BALANCE AMOUNTS 860348306 ARIZONA COMMUNITY FOUNDATION 2201 E CAMELBACK RD STE 405 PHOENIX AZ 85016 501C3 1 1 0 0 1 1 1 1 0 PART I, LINE 2E: PERSON(S) INVOLVED: ANNA MARIA CHAVEZ, STEPHANIE HARRER, AND KIMBERLY KUR PART I, LINE 2E: EXPLANATION OF INVOLVEMENT: ANNA MARIA CHAVEZ IS AN OFFICER AND AN EMPLOYEE OF ARIZONA COMMUNITY FOUNDATION , WHICH IS ONE OF THE TRANSFEREE ORGANIZATIONS.STEPHANIE HARRER AND KIMBERLY KUR ARE EMPLOYEES OF ARIZONA COMMUNITY FOUNDATION. FORM 990, PART VI, SECTION A, LINE 2 PATRICIA PETZNICK, EARL PETZNICK JR., AND OLEN PETZNICK HAVE A FAMILY RELATIONSHIP. ANNA MARIA CHAVEZ, STEPHANIE HARRER AND KIMBERLY KUR HAVE A BUSINESS RELATIONSHIP AS OFFICERS/EMPLOYEES OF THE SUPPORTING AND SUPPORTED ORGANIZATIONS. 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 FDN 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 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 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 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 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 WELLIK FOUNDATION (THE) 2201 EAST CAMELBACK ROAD SUITE 405B PHOENIX AZ 85016 860938555 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. 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