2024-05-13T11:28:28-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 5255 EAST WILLIAMS CIRCLE SUITE 5000 TUCSON AZ 85711 990PF 2022-07-01 866053461 MULCAHY FOUNDATION MULC 5207913939 2440 E BROADWAY TUCSON AZ 85719 LINDA LOHSE TREASURER 5207913939 2024-05-09 1 LINDA LOHSE 999009999 0 FRANK AULETTA P01226630 5207903500 2024-05-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 2595114 X X 229 229 152763 142606 58515 221660 58515 211507 201350 10548 2457 8091 1460 1314 146 1628 511 1117 5376 1344 4032 322 80 242 2244 561 544 136 408 3060 764 2296 25182 7167 16332 124831 124831 150013 7167 141163 61494 194183 139037 144910 144910 62197 226846 226846 156309 146306 165050 252785 202648 126192 1777878 1731234 1683469 125000 58344 68900 66656 241489 7158 7158 7158 2464264 2525758 2595114 0 0 X 0 0 0 0 2464264 2525758 2464264 2525758 2464264 2525758 2464264 61494 0 2525758 0 2525758 PUBLICLY TRADED SECURITIES P 221660 163145 58515 58515 58515 2699 0 2699 0 2699 59 0 5500 0 5559 94 2766 2766 0 0 0 0 0 0 0 0 0 0 0 1 1 AZ 1 0 0 0 0 1 WWW.TUCSONFOUNDATIONS.ORG FOUNDATION 5207913939 2440 E BROADWAY TUCSON AZ 85719 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT D LOHSE 2440 E BROADWAY TUCSON AZ 85719 PRESIDENT/DIRECTOR 1.00 0 0 0 JENNIFER LOHSE 2440 E BROADWAY TUCSON AZ 85719 VICE-PRESIDENT/DIRECTOR 3.00 3481 218 0 LINDA LOHSE 2440 E BROADWAY TUCSON AZ 85719 SECRETARY/TREASURER/DIRECTOR 3.00 3586 0 0 PATRICIA LOHSE 2440 E BROADWAY TUCSON AZ 85719 CHIEF FINANCIAL OFFICER/NOT ON BOARD 3.00 3481 208 0 NONE 0 NONE 0 0 2142063 204528 74936 2421527 0 0 2421527 36323 2385204 119260 119260 2699 2699 116561 0 116561 0 116561 141163 0 141163 116561 1999 0 0 141163 1999 0 0 116561 22603 0 0 22603 0 0 0 0 0 0 0 22603 22603 LINDA LOHSE 2440 E BROADWAY TUCSON AZ 85719 5207913939 PLEASE CHECK OUR WEBSITE FOR GRANT INFORMATION: WWW.TUCSONFOUNDATIONS.ORG NONE PREFERENCES ARE GIVEN TO CHARITABLE ORGANIZATIONS IN THE TUCSON AREA. AZ IMPACT FOR GOOD 333 E OSBORN RD 245 PHOENIX AZ 85012 N/A PC SOUTHERN AZ CAPACITY BUILDING 4831 ASU FOUNDATION 400 E VAN BUREN SUITE 900 PHOENIX AZ 84004 N/A PC ASU LODESTAR CENTER SUPPORT 20000 BANNER HEALTH FOUNDATION 1625 N CAMPBELL AVE TUCSON AZ 85719 N/A PC DIAMOND CHILDREN'S PLAY ZONE CAPITAL 25000 PIMA COMMUNITY COLLEGE FOUNDATION 4905 E BROADWAY BLVD SUITE 252 TUCSON AZ 85709 N/A PC INCREASED MULCAHY ENDOWED SCHOLARSHIP 40000 SCHOLARSHIPS A-Z 225 E 26TH ST SUITE 6 TUCSON AZ 85713 N/A PC YOUTH EMPOWERMENT PROGRAM 15000 TUCSON JUNETEENTH FESTIVAL COMMITTEE PO BOX 12533 TUCSON AZ 85732 N/A PC SPONSORSHIP 10000 PRAXIS PROJECT INC PO BOX 64744 ORO VALLEY AZ 85755 N/A PC TUCSON BAIL FUND PROJECT 10000 124831 0 14 229 14 152763 18 58515 0 211507 0 211507 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 5376 1344 4032 LAND 1997-07-01 37500 L 0 0 BUILDING 1997-07-01 87500 56100 SL 39.000000000000 2244 0 OPERATING EXPENSES FORM 990-PF, PART I, LINE 24 THE MULCAHY FOUNDATION IS REIMBURSED FOR THE "SHARED EXPENDITURES" OF A GROUP OF RELATED CHARITABLE ORGANIZATIONS HOUSED IN THE SAME OFFICE. THIS ARRANGEMENT PROMOTES COST EFFICIENT ACCOUNTING FOR THE ENTITIES, ELIMINATING THE NEED FOR DUPLICATE PAYROLL FILINGS, ETC. THE AMOUNTS REFLECTED ON THIS RETURN AS OPERATING EXPENSES ARE THE MULCAHY PORTION OF THE SHARED COSTS. COMPENSATION FORM 990-PF, PART VII-B, LINE 1A(4) COMPENSATION WAS PAID BY THE FOUNDATION TO FOUNDATION TRUSTEES FOR SERVICES PROVIDED. COMPENSATION WAS REASONABLE FOR THE SERVICES PROVIDED; THEREFORE, THE EXCEPTION TO TAX ON SELF-DEALING WAS MET PURSUANT TO SECTION 4941(D)(2)(E). 10M AETNA, 7.25%, DUE 2023 9502 9983 90M ALBERTSON'S, 8%, DUE 2031 89658 93788 40M ALLTEL, 7.875%, DUE 2032 41604 44686 50M AON, 8.205%, DUE 2027 52880 50750 100M ARCELORMITTAL, 7%, DUE 2039 99705 104282 25M BELLSOUTH TELECOM, 7%, DUE 2095 25923 24765 100M BOEING, 6.875%, DUE 2039 114431 109776 30M CLIFFS NAT RES, 6.25%, DUE 2040 26249 25691 50M CNA FINANCIAL, 7.25%, DUE 2023 46505 50157 25M DOW CHEMICAL, 7.375%, DUE 2029 26472 27816 42M ECOPETROL, 7.375%, DUE 2043 41392 35022 58M EMBARQ, 7.995%, DUE 2036 58657 35057 25M FAIRFAX FINANCIAL, 7.75%, DUE 2037 30006 26719 100M FORD MOTOR, 7.45%, DUE 2031 118389 106558 3,415 FRONTIER COMM HLDGS, 5.875%, DUE 2029 3432 2493 50M ALLY FINANCIAL (GMAC), 8%, DUE 2031 51722 51591 25M HSBC HOLDINGS, 7.35%, DUE 2032 25056 25917 40M HSBC HOLDINGS, 7.35%, DUE 2032 45605 41469 50M HALLIBURTON, 7.45%, DUE 2039 56631 57947 50M HEWLETT-PACKARD, 6%, DUE 2041 51285 50558 20M HOUSEHOLD FINANCE, 7.625%, DUE 2032 20500 20630 124M KN ENERGY, 7.45%, DUE 2098 119472 132262 20M KRAFT FOODS, 7%, DUE 2037 19954 22500 40M MASCO, 6.5%, DUE 2032 40663 41236 10M MOTOROLA, 7.5%, DUE 2025 9604 10224 20M PEMEX, 6.75%, DUE 2047 19035 12558 25M ROYAL & SUN ALLIANCE, 8.95%, DUE 2029 24005 25115 50M SAFEWAY, 7.25%, DUE 2031 48500 51250 25M SEARS, 7.5%, DUE 2027 26503 0 120M SOUTHERN COPPER, 7.5%, DUE 2035 132114 139358 50M SPRINT CAPITAL, 6.875%, DUE 2028 49249 53034 50M SUNOCO LOGISTICS, 6.85%, DUE 2040 56711 50574 25M UNITED UTILITIES, 6.875%, DUE 2028 24505 26914 50M WEYERHAEUSER, 6.875%, DUE 2033 48754 54323 21M XEROX, 6.75%, DUE 2039 20200 15703 50M VIACOM CBS INC, 7.875%, DUE 2030 56361 52763 1,374 SHS AT&T INCORPORATED 30510 21915 3,332 SHS WELLS (PIEDMONT) REIT 83398 23757 6,000 SHS OWL ROCK CAPITAL CORPORATION 88740 80520 0 0 146306 165050 LAND 37500 0 37500 BUILDING 87500 58344 29156 PAINTINGS 7158 7158 7158 INSURANCE 2604 651 1953 MISCELLANEOUS EXPENSES 10 2 8 OFFICE EXPENSES 446 111 335 OUTSIDE SERVICES 322 80 242