2026-02-13T18:47:25-06:00 2025-03-31 390859910 BAKER TILLY ADVISORY GROUP LP 6320 CANOGA AVENUE 17TH FLOOR WOODLAND HILLS CA 91367 990 2024-04-01 860846617 THE PAKIS FAMILY FOUNDATION C/O ARIZONA COMMUNITY FOUNDATION PAKI 6023811400 2201 E CAMELBACK ROAD 405B PHOENIX AZ 85016 KARLA JONES CFO 6023811400 2026-02-11 1 1 LAUREN A HAVERLOCK P00545829 8185771900 2026-02-11 2024 2025-03-06 01:10:19Z FREDERICK M PAKIS 2201 E CAMELBACK ROAD 405B PHOENIX AZ 85016 1183043 0 X N/A X 1996 AZ TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF THE ARIZONA COMMUNITY FOUNDATION, AN AZ NONPROFIT CORPORATION, SO LONG AS THE ARIZONA COMMUNITY FOUNDATION, INC. REMAINS A QUALIFIED ORGANIZATION. 10 8 0 8 0 0 0 0 0 0 1087825 1183043 0 0 1087825 1183043 780000 977000 0 0 0 0 0 0 242 77080 85174 857080 1062174 230745 120869 21919296 22163867 0 0 21919296 22163867 TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF THE ARIZONA COMMUNITY FOUNDATION, AN AZ NONPROFIT CORPORATION, SO LONG AS THE ARIZONA COMMUNITY FOUNDATION, INC. REMAINS A QUALIFIED ORGANIZATION. 0 0 977000 977000 GRANTS TO CHARITABLE ORGANIZATIONS IN SUPPORT OF THE PURPOSES OF THE ARIZONA COMMUNITY FOUNDATION, INC. 977000 1 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 8 1 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X KARLA JONES CFO 6023811400 2201 E CAMELBACK RD STE 405B PHOENIX AZ 85016 FREDERICK PAKIS CHARIMAN 1.00 0.00 X X 0 0 0 COURTNEY SHELDON VICE CHAIR 1.00 0.00 X X 0 0 0 KIM COVINGTON DIRECTOR 1.00 45.00 X 0 169454 27204 LISA DANCSOK DIRECTOR (THRU 05/2024) 1.00 45.00 X 0 133550 11455 MORGAN BISHOP FRASER DIRECTOR 1.00 45.00 X 0 137750 8727 DON GOLDMAN DIRECTOR 1.00 0.00 X 0 0 0 JOAN LOWELL DIRECTOR 1.00 0.00 X 0 0 0 STEPHEN A MCCONNELL DIRECTOR 1.00 0.00 X 0 0 0 GEOFFREY PAKIS DIRECTOR 1.00 0.00 X 0 0 0 GRANT PAKIS DIRECTOR 1.00 0.00 X 0 0 0 VALENTINE PAKIS DIRECTOR 1.00 0.00 X 0 0 0 ANNA MARIA CHAVEZ PRESIDENT 1.00 45.00 X 0 572500 21708 STEPHANIE HARRER SECRETARY & TREASURER 1.00 45.00 X 0 147065 8866 0 1160319 77960 0 0 1 0 0 696050 696050 486993 0 486993 486993 486993 1183043 0 0 1183043 977000 977000 84073 84073 DONOR STEWARDSHIP/CULTI 859 859 EVENT CATERING 242 242 1062174 977000 84932 242 7341 63345 1000000 1000000 4678 4678 20907277 21095844 21919296 22163867 0 0 X 21919296 22163867 21919296 22163867 21919296 22163867 120869 123702 0 X 0 1 X 1 0 X X 1 ARIZONA COMMUNITY FOUNDATION 860348306 7 1 104073 0 1 104073 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 6: THE FILING ORGANIZATION PROVIDED GRANTS TO ORGANIZATIONS TO SUPPORT THE MISSION OF ITS SUPPORTED ORGANIZATION, ARIZONA COMMUNITY FOUNDATION. 0 X PART X, LINE 2: FOUNDATION AND SUPPORT FOUNDATIONS EVALUATE THEIR UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF THEIR POLICIES AND PROCEDURES, REVIEW OF THEIR REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. 1 FRESH START WOMEN'S FOUNDATION 1130 E MCDOWELL RD PHOENIX AZ 850062611 860762610 501(C)(3) 100000 0 DESIGNATED SUPPORT FOR GENERAL CORPORATE PURPOSES SANDRA DAY O'CONNOR INSTITUTE PO BOX 66422 PHOENIX AZ 850826422 263521510 501(C)(3) 92000 0 DESIGNATED SUPPORT FOR "LADIES OF THE COURT AND FOR THE LEGACY LUNCHEON BARROW NEUROLOGICAL FOUNDATION 2910 N 3RD AVE 450 PHOENIX AZ 850134434 860174371 501(C)(3) 60000 0 DESIGNATED FOR GENERAL SUPPORT HUSHABYE NURSERY 3003 E MCDOWELL RD PHOENIX AZ 850083620 822737849 501(C)(3) 50000 0 DESIGNATED FOR GENERAL SUPPORT LOCAL FIRST ARIZONA FOUNDATION 407 E ROOSEVELT ST PHOENIX AZ 850041918 261657951 501(C)(3) 50000 0 DESIGNATED SUPPORT TOWARDS FUERZA LOCAL MAYO CLINIC ARIZONA 13400 E SHEA BLVD SCOTTSDALE AZ 852595452 860800150 501(C)(3) 50000 0 DESIGNATED SUPPORT FOR THE ORTHOPEDIC DEPARTMENT AT THE ARIZONA LOCATION TELEVERDE FOUNDATION 2800 N CENTRAL AVE STE 500 PHOENIX AZ 850041231 850535332 501(C)(3) 50000 0 DESIGNATED FOR GENERAL SUPPORT ARIZONA FRIENDS OF FOSTER CHILDREN FOUNDATION 360 E CORONADO RD STE 190 PHOENIX AZ 850041652 860468850 501(C)(3) 27000 0 DESIGNATED FOR GENERAL SUPPORT ABILITY360 5025 E WASHINGTON ST STE 200 PHOENIX AZ 850347439 860486447 501(C)(3) 25000 0 UNRESTRICTED SUPPORT ARIZONA HUMANE SOCIETY 1521 W DOBBINS RD PHOENIX AZ 850418200 860135567 501(C)(3) 25000 0 UNRESTRICTED SUPPORT GRAND CANYON TRUST PO BOX 1236 FLAGSTAFF AZ 860021236 860512633 501(C)(3) 25000 0 DESIGNATED FOR GENERAL SUPPORT HOSPICE OF THE VALLEY 1510 E FLOWER ST PHOENIX AZ 850145698 860338886 501(C)(3) 25000 0 DESIGNATED SUPPORT TOWARDS THE DEMENTIA EDUCATION CAMPUS JONSSON CANCER CENTER FOUNDATION 9-623 FACTOR BUILDING BOX 951780 LOS ANGELES CA 900950001 952242757 501(C)(3) 25000 0 FOR SIMMS/MANN - UCLA CENTER ONCOLOGY UNIVERSITY OF MINNESOTA FOUNDATION PO BOX 860266 MINNEAPOLIS MN 554860266 416042488 501(C)(3) 25000 0 DESIGNATED SUPPORT FOR THE EDITORIAL STAFF AND PRODUCTION PROCESS OF THE GREAT RIVER REVIEW VALLEYWISE HEALTH FOUNDATION 5050 N 40TH ST 110 PHOENIX AZ 85018 860777567 501(C)(3) 25000 0 UNRESTRICTED SUPPORT SOCIETY OF ST VINCENT DE PAUL PO BOX 13600 PHOENIX AZ 850023600 860096789 501(C)(3) 23000 0 GENERAL SUPPORT AND UNRESTRICTED SUPPORT ARIZONA COMMUNITY FOUNDATION 2201 E CAMELBACK RD SUITE 405B PHOENIX AZ 85016 860348306 501(C)(3) 20000 0 DESIGNATED FOR GENERAL SUPPORT BAINBRIDGE ISLAND PARKS AND TRAILS FOUNDATION PO BOX 11127 BAINBRIDGE ISLAND WA 98110 911855049 501(C)(3) 20000 0 DESIGNATED FOR GENERAL SUPPORT BAINBRIDGE YOUTH SERVICES 8533 MADISON AVE N BAINBRIDGE ISLAND WA 98110 237396474 501(C)(3) 20000 0 DESIGNATED FOR GENERAL SUPPORT FRANK LLOYD WRIGHT FOUNDATION 12621 N FRANK LLOYD WRIGHT BLVD SCOTTSDALE AZ 852592537 860197576 501(C)(3) 20000 0 UNRESTRICTED SUPPORT TO TALIESIN WEST THE WELCOME TO AMERICA PROJECT 1711 W UNIVERSITY DR STE 158 TEMPE AZ 852813251 800038343 501(C)(3) 20000 0 UNRESTRICTED SUPPORT USAFA ENDOWMENT INC 3116 ACADEMY DR UNIT 200 USAF ACADEMY CO 808404403 260537053 501(C)(3) 20000 0 UNRESTRICTED SUPPORT SAINT MATTHEW'S PARISH SCHOOL 1031 BIENVENEDA AVE PACIFIC PALISADES CA 902722314 951744373 501(C)(3) 15000 0 DESIGNATED FOR GENERAL SUPPORT THE NATIONAL MILITARY FAMILY ASSOCIATION INC 2800 EISENHOWER AVE STE 250 ALEXANDRIA VA 22314 520899384 501(C)(3) 15000 0 UNRESTRICTED SUPPORT TIA FOUNDATION PO BOX 36203 PHOENIX AZ 850676203 204159280 501(C)(3) 12000 0 DESIGNATED FOR GENERAL SUPPORT EPISCOPAL PARISH OF ST BARNABAS OF THE DESERT 6715 N MOCKINGBIRD LN SCOTTSDALE AZ 852534344 860127609 501(C)(3) 10000 0 UNRESTRICTED SUPPORT HEIRLOOM COLLECTIVE INC 2022 N MITCHELL ST PHOENIX AZ 85006 994134177 501(C)(3) 10000 0 GENERAL OPERATIONS HUNKAPI PROGRAMS INC 12051 N 96TH ST SCOTTSDALE AZ 852605913 263902877 501(C)(3) 10000 0 DESIGNATED FOR GENERAL SUPPORT HUSTLE PHX 1 N 1ST ST STE 600 PHOENIX AZ 850042357 825134812 501(C)(3) 10000 0 UNRESTRICTED SUPPORT MOTHER'S GRACE 11440 N SAINT ANDREWS WAY SCOTTSDALE AZ 852544804 273766797 501(C)(3) 10000 0 DESIGNATED SUPPORT TOWARDS THE MOTHERS IN THE MOTHER'S GRACE PROGRAM PHOENIX SYMPHONY ASSOCIATION 1 N 1ST ST STE 200 PHOENIX AZ 850042538 866000134 501(C)(3) 10000 0 UNRESTRICTED SUPPORT USS ARIZONA LEGACY FOUNDATION PO BOX 10802 TEMPE AZ 85284 871044127 501(C)(3) 10000 0 DESIGNATED FOR GENERAL SUPPORT THE ALEKAIN FOUNDATION 818 W 11TH ST TEMPE AZ 85281 994337811 501(C)(3) 8000 0 DESIGNATED SUPPORT FOR TO PROVIDE ONLINE EDUCATION TO HIGH SCHOOL AGE GIRLS IN AFGHANISTAN THE PARISH OF SAINT MATTHEW 1031 BIENVENEDA AVE PACIFIC PALISADES CA 902722314 951744373 501(C)(3) 6000 0 DESIGNATED FOR GENERAL SUPPORT 34 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 510000 0 62500 0 0 0 20700 0 1008 0 594208 0 0 KIM COVINGTON DIRECTOR 0 167954 0 1500 0 0 0 10077 0 17127 0 196658 0 0 STEPHANIE HARRER SECRETARY & TREASURER 0 145565 0 1500 0 0 0 8314 0 552 0 155931 0 0 FORM 990, PART VI, SECTION A, LINE 2 FRED PAKIS, COURTNEY SHELDON, GEOFFREY PAKIS, GRANT PAKIS, AND VALENTINE PAKIS HAVE A FAMILY RELATIONSHIP. ANNA MARIA CHAVEZ, STEPHANIE HARRER, KIM COVINGTON, MORGAN BISHOP FRASER, AND LISA DANCSOK 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. 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