Skip to content
Nonprofiteer
← WELLIK FOUNDATION

Form 990 for tax year 2024

Filed by WELLIK FOUNDATION.

Totals

Total revenue
$583,561
Total expenses
$2,394,368
Contributions and grants received
$0
Grants paid
$2,028,725
Program service revenue
$0
Investment income
$583,561
Other revenue
$0
Total assets, end of year
$29,195,207
Total liabilities, end of year
$1,502,518
Net assets or fund balances, end of year
$27,692,689
Program services expenses (Part IX)
$2,094,968
Management and general expenses
$299,400
Fundraising expenses
$0
Program service expenses (Part III)
$2,094,968

Program services were 87.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $443,108 · excluded $443,108

  • 7a · Gross sales of assets other than inventory

    securities $140,453

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $140,453

  • 7d · Net gain or loss

    total $140,453 · excluded $140,453

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,028,725 · program services $2,028,725

  • 11a · Fees: management

    total $266,414 · management and general $266,414

  • 11b · Fees: legal

    total $45,930 · program services $45,930

  • 11f · Fees: investment management

    total $32,584 · management and general $32,584

  • 13 · Office expenses

    total $2,113 · program services $2,113

  • 24a · Other expenses: REAL PROPERTY EXPENSES

    total $18,200 · program services $18,200

  • 24b · Other expenses: DONOR STEWARSHIP/CULTIV

    total $402 · management and general $402

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $312,500

  • 2 · Savings and temporary cash investments

    beginning of year $6,399 · end of year $164,317

  • 7 · Other notes and loans receivable

    beginning of year $3,858,220 · end of year $1,463,950

  • 10a · Land, buildings and equipment: cost or other basis

    $3,395,000

  • 10c · Land, buildings and equipment, net

    beginning of year $3,297,200 · end of year $3,395,000

  • 11 · Investments: publicly traded securities

    beginning of year $20,701,130 · end of year $24,171,940

  • 17 · Accounts payable and accrued expenses

    beginning of year $11,607 · end of year $2,518

  • 18 · Grants payable

    beginning of year $32,925 · end of year $1,500,000

  • 27 · Net assets without donor restrictions

    beginning of year $28,130,917 · end of year $27,692,689

Mission and programs · 2024

Mission

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.

Activities or mission (Part I)

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 FOUNDATOIN REMAINSA QUALIFIED ORGANIZATION.

  • GRANTS SUPPORTING PROGRAM SERVICES CARRIED ON BY THE ORGANIZATION IN THE WICKENBURG AREA. SEE SCHEDULE I, PART II FOR MORE INFORMATION.

    Expenses $2,094,968 · Grants $2,028,725

As filed on the 2024 return.

Listed in Part VII

  • Becky Hays Rovey

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • William Green

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Alan Abare

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Richard Blakeley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Julia Brooks

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Janette Bryant

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Morgan Bishop Fraser

    DIRECTOR

    Total calculated
    $146,477
    From this org
    $0
    From related orgs
    $137,750
    Other
    $8,727
    Hours/week
    1 + 45 related

  • Jean Hankins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Neil Hiller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Barbara McArthur

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Eileen McGuire

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Eric Nystrom

    DIRECTOR

    Total calculated
    $379,600
    From this org
    $0
    From related orgs
    $350,379
    Other
    $29,221
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $284,129 related
    Bonus
    $0 + $66,250 related
    Other
    $0
    Deferred
    $0 + $17,048 related
    Nontaxable benefits
    $0 + $12,173 related
    Filer's total
    $0 + $379,600 related

  • Valerie Shumway

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Anna Maria Chavez

    PRESIDENT

    Total calculated
    $594,208
    From this org
    $0
    From related orgs
    $572,500
    Other
    $21,708
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $510,000 related
    Bonus
    $0 + $62,500 related
    Other
    $0
    Deferred
    $0 + $20,700 related
    Nontaxable benefits
    $0 + $1,008 related
    Filer's total
    $0 + $594,208 related

  • Stephanie Harrer

    SECRETARY & TREASURER

    Total calculated
    $155,931
    From this org
    $0
    From related orgs
    $147,065
    Other
    $8,866
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $145,565 related
    Bonus
    $0 + $1,500 related
    Other
    $0
    Deferred
    $0 + $8,314 related
    Nontaxable benefits
    $0 + $552 related
    Filer's total
    $0 + $155,931 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • A&C LAKESIDE INV

    INVESTMENT · AZ

  • CASSIDY CHARITABLE LP

    INVESTMENT · AZ

  • FTP HOLDINGS LLC

    INVESTMENT · AZ

  • LIBERTY INVESTMENTS LLLP

    INVESTMENT · AZ

  • PEDERSON POSSE LLC SERIES A

    INVESTMENT · AZ

  • PEDERSON POSSE LLC SERIES B

    INVESTMENT · AZ

Provenance

Return type
form_990
Tax year
2024
Filed
11 February 2026
IRS schema version
2024v5.5
Source object
202640449349302234

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.