BOYCE THOMPSON SOUTHWESTERN ARBORET UM: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BOYCE THOMPSON SOUTHWESTERN ARBORET UM (EIN 88-0061520)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-04-27
- IRS object ID
- 202631179349100443
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-27T13:05:42-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 16TH STREET SUITE 1700 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 880061520 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOYCE THOMPSON SOUTHWESTERN ARBORETUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOYC | BusinessNameControlTxt |
| Phone | 5206892723 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37615 E ARBORETUM WAY | AddressLine1Txt |
| City | SUPERIOR | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 851735100 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIM GRAY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5206892723 | PhoneNum |
| Signature | 2026-04-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA DETTMANN CPA | PreparerPersonNm |
| PTIN | P01408585 | PTIN |
| Phone | 3037795710 | PhoneNum |
| Preparation | 2026-04-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,426,887 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,317,395 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $151,165 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $151,165 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $151,165 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $80,568 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $80,568 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $80,568 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $80,568 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $136,541 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $945,876 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $137,825 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $3,992 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $916,155 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $374,106 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $542,049 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $542,049 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,920,852 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $2,920,852 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $5,148,570 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $369,558 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,698,626 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $156,263 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $125,688 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,575 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,098,852 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $1,684,115 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $410,674 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $400,378 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $322,038 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $78,340 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $14,706 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $14,706 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $112,001 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $112,001 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $342,491 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,631 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $342,491 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $33,936 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $33,936 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $267,444 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $267,444 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $340,516 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $340,516 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $15,154 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $15,154 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $127,867 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $127,867 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $911,506 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $315,165 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $493,901 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,821,114 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,631 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,558,100 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,156,511 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,089 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,089 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,823,203 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,631 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,558,100 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,158,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $325,367 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $354,927 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $140,526 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $96,653 | CashBOYAmt |
| Cash EOY | $70,973 | CashEOYAmt |
| Cash EOYFMV | $70,973 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $83,205 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $724,008 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $724,008 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $547,141 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $149,334 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $547,141 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $547,141 | PledgesRcvblEOYFMVAmt |
| Inventories BOY | $94,793 | InventoriesBOYAmt |
| Inventories EOY | $111,529 | InventoriesEOYAmt |
| Inventories EOYFMV | $111,529 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $23,025 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $83,400 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $83,400 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $3,603,121 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,673,180 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,673,180 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,402,237 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,315,808 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,315,808 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $118,447 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $25,088 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $25,088 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,116,508 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,282,638 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,783,425 | LandBOYAmt |
| Land EOY | $4,833,870 | LandEOYAmt |
| Land EOYFMV | $4,833,870 | LandEOYFMVAmt |
| Other Assets BOY | $53,059 | OtherAssetsBOYAmt |
| Other Assets EOY | $41,890 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $41,890 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,407,299 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,426,887 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,426,887 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $160,933 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $358,400 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $509,381 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $482,237 | DeferredRevenueEOYAmt |
| Mortgages And Notes Payable BOY | $523,338 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $168,002 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $1,193,652 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,008,639 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $7,706,836 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $8,589,932 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $1,506,811 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $1,828,316 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,213,647 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,418,248 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,407,299 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,426,887 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,213,647 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $325,367 | ExcessRevenueOverExpensesAmt |
| Other Increases | $879,234 | OtherIncreasesAmt |
| Subtotal | $10,418,248 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,418,248 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - LONG TERM | $941,884 | $808,051 | $133,833 | $133,833 |
| PUBLICLY TRADED SECURITIES - SHORT TERM | $3,992 | $3,992 | $3,992 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $137,825 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,992 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | Yes (X) | ExemptOperatingFoundationsInd |
| Ruling Letter | 1986-01-10 | RulingLetterDt |
| Not Applicable | N/A | NotApplicableCd |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BTARBORETUM.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIM GRAY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5206892723 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37615 E ARBORETUM WAY | AddressLine1Txt |
| City | SUPERIOR | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 851735100 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KIM GRAY | ||||||||
| 37615 E ARBORETUM WAY | SUPERIOR | AZ | 85173 | EXECUTIVE DIRECTOR | 40.00 | $151,699 | $4,564 | $0 |
| JARED LANGKILDE | ||||||||
| 37615 E ARBORETUM WAY | SUPERIOR | AZ | 85173 | CHAIR | 0.50 | $0 | $0 | $0 |
| JOE GIACOBAZZI | ||||||||
| 37615 E ARBORETUM WAY | SUPERIOR | AZ | 85173 | VICE CHAIR | 0.50 | $0 | $0 | $0 |
| RANDIE STEIN | ||||||||
| 37615 E ARBORETUM WAY | SUPERIOR | AZ | 85173 | TREASURER | 0.50 | $0 | $0 | $0 |
| ANNE BISHOP ESQ | ||||||||
| 37615 E ARBORETUM WAY | SUPERIOR | AZ | 85173 | SECRETARY | 0.50 | $0 | $0 | $0 |
| BRYAN SEPPALA | ||||||||
| 37615 E ARBORETUM WAY | SUPERIOR | AZ | 85173 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| CAROL PARROTT | ||||||||
| 37615 E ARBORETUM WAY | SUPERIOR | AZ | 85173 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| CAROLYN BAECKER | ||||||||
| 37615 E ARBORETUM WAY | SUPERIOR | AZ | 85173 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| DR BOBBIE LANCASTER | ||||||||
| 37615 E ARBORETUM WAY | SUPERIOR | AZ | 85173 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| GEMA DUARTE LUNA | ||||||||
| 37615 E ARBORETUM WAY | SUPERIOR | AZ | 85173 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| LINDA QIAN | ||||||||
| 37615 E ARBORETUM WAY | SUPERIOR | AZ | 85173 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| MICHELE CAPORALI | ||||||||
| 37615 E ARBORETUM WAY | SUPERIOR | AZ | 85173 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| MILA BESICH | ||||||||
| 37615 E ARBORETUM WAY | SUPERIOR | AZ | 85173 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| ROB KATER | ||||||||
| 37615 E ARBORETUM WAY | SUPERIOR | AZ | 85173 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| SHELLY ESQUE | ||||||||
| 37615 E ARBORETUM WAY | SUPERIOR | AZ | 85173 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| VICTORIA BEVER | ||||||||
| 37615 E ARBORETUM WAY | SUPERIOR | AZ | 85173 | DIRECTOR | 0.50 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ALLISON LESTER | ||||||||
| 37615 E ARBORETUM WAY | SUPERIOR | AZ | 85173 | DIRECTOR OF DEVELOPM | 40.00 | $110,616 | $0 | $0 |
| SHELBI STORMS | ||||||||
| 37615 E ARBORETUM WAY | SUPERIOR | AZ | 85173 | ASSISTANT DIRECTOR | 40.00 | $76,567 | $22,782 | $0 |
| VICTORIA YOUNG | ||||||||
| 37615 E ARBORETUM WAY | SUPERIOR | AZ | 85173 | MAJOR GIFT OFFICER | 40.00 | $71,407 | $13,284 | $0 |
| LESLIE BUNCHEK | ||||||||
| 37615 E ARBORETUM WAY | SUPERIOR | AZ | 85173 | FINANCE DIRECTOR | 40.00 | $64,621 | $16,097 | $0 |
| LYNNEA SPENCER | ||||||||
| 37615 E ARBORETUM WAY | SUPERIOR | AZ | 85173 | VISITOR CENTER MANAG | 40.00 | $54,429 | $25,812 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 5 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| YOUR PART-TIME CONTROLLER LLC | |||||
| 2 NORTH CENTRAL AVE 18TH FLOOR | PHOENIX | AZ | 85004 | ACCOUNTING SERVICES | $115,678 |
| CLIFTONLARSONALLEN | |||||
| PO BOX 31001-2443 | PASEDENA | CA | 91110 | AUDIT AND TAX | $112,001 |
| DOUBLEWIDE PRODUCTIONS LLC | |||||
| 6900 EAST CAMELBACK ROAD 600 | SCOTTSDALE | AZ | 85251 | ADVERTISING | $95,900 |
| ELAVON | |||||
| 51 W 3RD STREET310 | TEMPE | AZ | 85281 | MERCHANT SERVICES | $91,002 |
| DANILLER AND COMPANY | |||||
| 3724 JEFFERSON STREET SUITE 302 | AUSTIN | TX | 78731 | CAMPAIGN SERVICES | $74,408 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | 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. | Description1Txt |
| Expenses1 | $4,806,483 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,886,351 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $507,270 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,393,621 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,393,621 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,904 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,312,717 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $265,636 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,158,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,158,600 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1972-08-18 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $140,526 | CurrentYearAmt |
| Year1 | $167,872 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $308,398 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $119,447 | CurrentYearAmt |
| Year1 | $142,691 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $262,138 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,158,600 | CurrentYearAmt |
| Year1 | $2,132,124 | Year1Amt |
| Year2 | $756,856 | Year2Amt |
| Year3 | $973,077 | Year3Amt |
| Total | $5,020,657 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,089 | CurrentYearAmt |
| Year1 | $7,500 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $9,589 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,156,511 | CurrentYearAmt |
| Year1 | $2,124,624 | Year1Amt |
| Year2 | $756,856 | Year2Amt |
| Year3 | $973,077 | Year3Amt |
| Total | $5,011,068 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $177,091 | CurrentYearAmt |
| Year1 | $170,186 | Year1Amt |
| Year2 | $168,185 | Year2Amt |
| Year3 | $208,955 | Year3Amt |
| Total | $724,417 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALLISON LESTER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37615 E ARBORETUM WAY | AddressLine1Txt |
| City | SUPERIOR | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 851735100 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5206894588 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO FREE OR REDUCED ADMISSION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOYCE THOMPSON SOUTHWESTERN ARBORETUM FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37615 E ARBORETUM WAY | AddressLine1Txt |
| City | SUPERIOR | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85173 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | OPERATING SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $2,089 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,089 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (4 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| ADMISSIONS | $1,614,753 |
| SUBSCRIPTION REVENUE | $140 |
| OTHER INCOME | $10,484 |
| CLASS REVENUE | $40,489 |
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $951,272 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $151,165 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $80,568 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $137,825 | ExclusionAmt |
| Related Or Exempt Function Incm | -$1,284 | RelatedOrExemptFunctionIncmAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$120,477 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $542,049 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE PROCEEDS | Desc |
| Related Or Exempt Function Incm | $275,994 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $249,081 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,433,897 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,682,978 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (9 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 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. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (33 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| AES CLEAN ENERGY | ||||||
| 1 | 2180 SOUTH 1300 EAST SUITE 500 | SALT LAKE CITY | UT | 84106 | $5,000 | Yes (X) |
| ARIZONA PUBLIC SERVICE | ||||||
| 2 | PO BOX 53940 | PHOENIX | AZ | 850723940 | $10,000 | Yes (X) |
| ARIZONA COMMUNITY FOUNDATION | ||||||
| 3 | 2201 E CAMELBACK RD SUITE 405B | PHOENIX | AZ | 85016 | $55,000 | Yes (X) |
| ARIZONA OFFICE OF TOURISM | ||||||
| 4 | 1110 W WASHINGTON ST SUITE 155 | PHOENIX | AZ | 85007 | $125,955 | Yes (X) |
| BRENDA TAYLOR | ||||||
| 5 | 2130 E CAMINO EL GANADO | TUCSON | AZ | 85718 | $11,000 | Yes (X) |
| CAROLYN BAECKER | ||||||
| 6 | 6410 E FLAT IRON LOOP | GOLD CANYON | AZ | 85118 | $6,000 | Yes (X) |
| CHRISTIAN HOHENLOHE | ||||||
| 7 | 3050 MILITARY RD NW 2303 | WASHINGTON | DC | 20015 | $266,111 | Yes (X) |
| COVERT BAILEY | ||||||
| 8 | 2466 LEISURE WORLD | MESA | AZ | 85206 | $6,000 | Yes (X) |
| DIANA HERRON | ||||||
| 9 | 10378 N 101ST PL | SCOTTSDALE | AZ | 85258 | $25,250 | Yes (X) |
| ESQUE FAMILY FUND | ||||||
| 10 | 1443 E COLT RD | TEMPE | AZ | 85284 | $15,000 | Yes (X) |
| FIDELITY CHARITABLE | ||||||
| 11 | PO BOX 770001 | CINCINNATI | OH | 45277 | $12,649 | Yes (X) |
| GARY THOMPSON | ||||||
| 12 | 65 E UNIVERSITY DR 2013 | TEMPE | AZ | 85281 | $10,000 | Yes (X) |
| HELIOS EDUCATION FOUNDATION | ||||||
| 13 | 4747 N 32ND ST | PHOENIX | AZ | 85018 | $7,101 | Yes (X) |
| INTEL FOUNDATION | ||||||
| 14 | 5000 W CHANDLER BLVD | CHANDLER | AZ | 85226 | $35,794 | Yes (X) |
| JAMES A NAFZIGER | ||||||
| 15 | 2115 E EVERETT DR | PHOENIX | AZ | 85022 | $5,250 | Yes (X) |
| JOSEPH GIACOBAZZI | ||||||
| 16 | 127 206TH AVE NE | SAMMAMISH | WA | 98074 | $6,200 | Yes (X) |
| KENNETH ALT | ||||||
| 17 | 5735 E MCDOWELL RD 10 | MESA | AZ | 85215 | $5,000 | Yes (X) |
| MARC SCHMIDT | ||||||
| 18 | 6360 E 22ND AVE | APACHE JUNCTION | AZ | 85119 | $8,901 | Yes (X) |
| MARGARET T MORRIS FOUNDATION | ||||||
| 19 | PO BOX 592 | PRESCOTT | AZ | 863020592 | $10,000 | Yes (X) |
| ORME LEWIS | ||||||
| 20 | 5635 E LINCOLN DR 26 | PARADISE VALLEY | AZ | 85253 | $25,294 | Yes (X) |
| PETER ALLARD | ||||||
| 21 | 2625 E SOUTHERN AVE UNIT C154 | TEMPE | AZ | 852827660 | $5,000 | Yes (X) |
| PINAL COUNTY | ||||||
| 22 | PO BOX 827 | FLORENCE | AZ | 85132 | $8,000 | Yes (X) |
| RESOLUTION COPPER COMPANY | ||||||
| 23 | PO BOX 1944 | SUPERIOR | AZ | 85173 | $250,000 | Yes (X) |
| RICHARD W FRIES | ||||||
| 24 | 2625 E SOUTHERN AVE C-72 | TEMPE | AZ | 85282 | $17,500 | Yes (X) |
| SHEILA WELLINGTON | ||||||
| 25 | 249 E 48TH ST 16C | NEW YORK | NY | 10017 | $5,000 | Yes (X) |
| SHELLY ESQUE | ||||||
| 26 | 1443 E COLT RD | TEMPE | AZ | 85284 | $8,045 | Yes (X) |
| SALT RIVER PROJECT | ||||||
| 27 | 1500 N MILL AVE | TEMPE | AZ | 85288 | $12,500 | Yes (X) |
| THE HARVEY C DIETRICH FUND | ||||||
| 28 | 11811 N TATUM BLVD SUITE 1095 | PHOENIX | AZ | 85028 | $55,000 | Yes (X) |
| THE NATURE CONSERVANCY | ||||||
| 29 | 1819 E MORTEN AVE | PHOENIX | AZ | 85020 | $5,000 | Yes (X) |
| VICTORIA BEVER | ||||||
| 30 | 745 W PAIRAISO PL | GREEN VALLEY | AZ | 85614 | $6,000 | Yes (X) |
| VIRGINIA G PIPER CHARITABLE TRUST | ||||||
| 31 | 1202 E MISSOURI AVE | PHOENIX | AZ | 85014 | $5,000 | Yes (X) |
| WILD ARIZONA | ||||||
| 32 | 738 N 5TH AVE SUITE 209 | TUCSON | AZ | 857058400 | $6,052 | Yes (X) |
| WILLIAM E COLLINGS | ||||||
| 33 | 501 E SILVER REEF RD | CASA GRANDE | AZ | 851221613 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $112,001 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $112,001 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| GROUNDS IMPROVEMENTS | 2025-06-30 | $3,916,015 | $1,090,762 | SL | 0.000000000000 | $0 | $0 | $0 |
| BUILDINGS | 2025-06-30 | $3,437,778 | $1,705,927 | SL | 0.000000000000 | $0 | $0 | $0 |
| MACHINERY & EQUIPMENT | 2025-06-30 | $417,038 | $357,735 | SL | 0.000000000000 | $0 | $0 | $0 |
| VEHICLES | 2025-06-30 | $144,534 | $66,939 | SL | 0.000000000000 | $0 | $0 | $0 |
| LAND IMPROVEMENTS | 2025-06-30 | $201,143 | $61,275 | SL | 0.000000000000 | $0 | $0 | $0 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | ASSET DISPOSAL | AssetDesc |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | -$1,284 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MFB NORTHERN FDS GLOBAL, REAL ESTATE | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $25,088 | BookValueAmt |
| EOYFMV | $25,088 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| 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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $14,706 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $14,706 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT OF USE ASSET | Desc |
| BOY Book Value | $53,059 | BOYBookValueAmt |
| EOY Book Value | $41,890 | EOYBookValueAmt |
| EOYFMV | $41,890 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| 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 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| 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 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $295,566 |
| REVERSAL OF BAD DEBT ACCRUAL | $583,668 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $14,631 | $14,631 | $14,631 | $0 |
| OTHER CONTRACTED SERVICES | $327,860 | $0 | $327,860 | $0 |