2024-11-12T15:29:21-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 5255 EAST WILLIAMS CIRCLE SUITE 5000 TUCSON AZ 85711 990PF 2023-01-01 742427378 MARTHA R NEFF FOUNDATION MART 5207913939 2440 E BROADWAY TUCSON AZ 85719 JENNIFER LOHSE PRESIDENT 5207913939 2024-11-06 1 0 FRANK AULETTA P01226630 5207903500 2024-11-06 2023 2024-10-15 13:58:12Z X 433172 X X 3 3 28463 26663 -99 35000 0 28367 26666 0 0 0 1505 376 1129 201 0 0 1040 221 779 2746 597 1908 8000 8000 10746 597 9908 17621 26069 14342 47102 47102 1585 11545 11545 28540 23540 17583 365668 345569 356942 410135 427756 433172 0 0 X 0 0 0 0 410135 427756 410135 427756 410135 427756 410135 17621 0 427756 0 427756 PUBLICLY TRADED SECURITIES P 10000 10099 -99 -99 PUBLICLY TRADED SECURITIES P 25000 25000 0 0 -99 362 0 362 0 362 392 0 400 0 792 0 430 430 0 0 0 0 0 0 0 0 0 0 0 1 1 AZ 1 0 0 0 0 1 TUCSONFOUNDATIONS.ORG PATRICIA LOHSE 5207913939 2440 E BROADWAY TUCSON AZ 85719 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JENNIFER LOHSE 2440 E BROADWAY TUCSON AZ 85719 PRESIDENT 1.00 0 0 0 ROBERT LOHSE 2440 E BROADWAY TUCSON AZ 85719 VICE PRESIDENT 1.00 0 0 0 LINDA LOHSE 2440 E BROADWAY TUCSON AZ 85719 SECRETARY/TREASURER 1.00 0 0 0 PATRICIA LOHSE NOT ON BOARD 2440 E BROADWAY TUCSON AZ 85719 CHIEF FINANCIAL OFFICER 1.00 0 0 0 NONE 0 NONE 0 0 379628 35620 0 415248 0 0 415248 6229 409019 20451 20451 362 362 20089 0 20089 0 20089 9908 0 9908 20089 0 0 610 4057 4667 9908 0 0 0 9908 0 4667 4667 0 0 0 0 0 5514 0 0 0 LINDA LOHSE 2440 E BROADWAY TUCSON AZ 85719 5207913939 COPY OF IRS RULING LETTER, CURRENT BUDGET, AND A BRIEF DESCRIPTION OF THE ORGANIZATION'S ACTIVITIES. NONE RELIGIOUS, EDUCATIONAL, AND CHARITABLE ORGANIZATIONS, WITH A FUNDAMENTAL EMPHASIS ON YOUTH. SOUTHERN AZ VOLUNTEER MANAGEMENT ASSOCIATION PO BOX 12451 TUCSON AZ 85732 N/A PC VOLUNTEER AWARDS 5000 STRATFORD ARTWORK INC 308 E 2ND STREET TUCSON AZ 85705 N/A PC FILM FEST VOLUNTEER SUPPORT 3000 8000 0 14 3 14 28463 18 -99 0 28367 0 28367 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1505 376 1129 35M ALLTEL CORP, 7.875%, DUE 2032 36404 40156 29M AON CORP, 8.205%, DUE 2027 30672 30972 50M DOW CHEMICAL, 7.375%, DUE 2029 52939 56456 10M ECOPETROL, 7.375%, DUE 2043 10456 9545 40M FORD, 7.75%, DUE 2043 43068 43274 35M GENERAL ELECTRIC, 6.875%, DUE 2039 39532 42464 25M ALLY FINANCIAL, 8%, DUE 2031 25274 27265 5M STATE OF ISRAEL, 7.25%, DUE 2028 4818 5410 5M KN ENERGY INC, 7.45%, DUE 2098 4843 5626 50M KN CAPITAL TRUST, 7.63%, DUE 2028 49505 50966 10M PETROLEOS MEXICANOS, 6.75%, DUE 2047 10786 6543 10M TRANSAMERICA CAP, 7.625%, DUE 2037 10672 10620 10M UNITED UTILITIES GROUP, 6.875%, DUE 2028 9805 10783 7M QUEST CORP, 7.25%, DUE 2025 6795 6860 10 M ALLY FINANCIAL, 7.45%, DUE 2033 10000 10002 0 0 23540 17583 INSURANCE 890 223 667 MISCELLANEOUS 150 38 112 EXPENSE ALLOCATED TO MUNICIPAL INTEREST 0 -40 0 EXCISE TAXES 201 0 0