2019-11-14T17:18:47-06:00 2018-12-31 920127098 ELGEE REHFELD LLC 9309 GLACIER HWY STE B-200 JUNEAU AK 99801 990 2018-01-01 522395867 JUNEAU COMMUNITY FOUNDATION JUNE 9075235450 350 NORTH FRANKLIN STREET SUITE 4 JUNEAU AK 99801 AMY SKILBRED EXECUTIVE DIRECTOR 9075235450 2019-11-12 1 ROBERT L REHFELD P00104959 9077893178 2019-11-12 24.237.4.179 2019-11-12 14:45:09 AS P 04B84DF823212296F7160A9147CDDD8FDE623357 4A0BD3E273B1AD69078C4694022F5FE8723B1C57 2018 2020-03-31 21:24:44Z AMY SKILBRED 350 NORTH FRANKLIN STREET SUITE 4 JUNEAU AK 99801 11966130 0 X HTTP://WWW.JUNEAUCF.ORG X 2000 AK THE JUNEAU COMMUNITY FOUNDATION SERVES AS A VEHICLE FOR LONG TERM CHARITABLE GIVING BY MAINTAINING KNOWLEDGE OF THE NEEDS AND RESOURCES IN JUNEAU; CONNECTS DONORS WITH THE ORGANIZATIONS THAT WORK TO MAKE OUR COMMUNITY A BETTER PLACE; PROVIDES DONORS WITH THE ASSURANCE THEIR GIFTS WILL HAVE THE GREATEST BENEFIT WHILE REMAINING TRUE TO THEIR DESIGNATED WISHES; PARTNERS WITH PROFESSIONAL INVESTMENT AND FINANCIAL ADVISORS TO MAXIMIZE GIFT POTENTIAL AND ENHANCES PHILANTHROPY IN JUNEAU TO FUND COMMUNITY PROJECTS NOT COVERED BY EXISTING NONPROFITS. 13 12 3 13 0 0 2886157 2471135 14399 22018 1551586 1721609 125842 279 4577984 4215041 3173123 3101947 0 0 204137 234330 0 0 12173 143693 145964 3520953 3482241 1057031 732800 59972981 55123214 1940663 2129154 58032318 52994060 X THE JUNEAU COMMUNITY FOUNDATION WAS CREATED TO PROMOTE PHILANTHROPY AND EFFECTIVELY RESPOND TO THE NEEDS OF OUR COMMUNITY TO CREATE A HEALTHY, SAFE, AND CULTURALLY RICH ENVIRONMENT. 0 0 3156897 3101947 22018 THE FOUNDATION CONTINUED TO GROW THROUGH 2018 WITH THE ESTABLISHMENT OF TWO NEW FUNDS: THE CANCER CONNECTION AGENCY FUND AND THE MARIE DARLIN ARTS & LITERATURE PRIZE ENDOWMENT; AND FOUR COMMUNITY PROJECT FUNDS: THE CONCERT ORGAN FUND, THE PELICAN PLAYGROUND FUND, AND THE STRINGS & STORIES FUND. THE JUNEAU COMMUNITY FOUNDATION FUNDS SUPPORT A VARIETY OF INTERESTS AND CHARITABLE PASSIONS (INCLUDING TEACHER TRAINING, YOUTH ACTIVITIES, TRAUMA INFORMED SCHOOLS, SOCIAL SERVICES, AND PUBLIC TRAILS). THE FOUNDATION NOW CONSISTS OF A TOTAL OF 59 FUNDS WITH AN ASSET VALUE OF $55 MILLION.DURING 2018 TOTAL DONATIONS TO LOCAL NONPROFITS WAS OVER $3 MILLION. THE JUNEAU HOPE ENDOWMENT FUND AND CBJ SOCIAL SERVICE GRANTS PROVIDED OVER $1.8 MILLION IN GRANTS TO THIRTY NOT-FOR PROFIT ORGANIZATIONS PROVIDING SERVICES FOR SUBSTANCE ABUSE PREVENTION, SUICIDE PREVENTION, HOSPICE, MENTAL HEALTH, HOMELESSNESS, VICTIMS OF VIOLENCE, JOB TRAINING, HEALTH AND EDUCATION. 3156897 1 1 0 0 0 1 0 0 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 4 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X X ELGEE REHFELD LLC 9077893178 9309 GLACIER HWY B-200 JUNEAU AK 99801 MIKE MCKRILL BOARD PRESIDENT 4.00 X X 0 0 0 RICK SHATTUCK BOARD VICE PRESIDENT 3.00 X X 0 0 0 KAREN WEST BOARD SECRETARY 2.00 X X 0 0 0 BOB BARTHOLOMEW BOARD TREASURER 3.00 X X 0 0 0 ROBERT REHFELD BOARD TREASURER 2.00 X X 0 0 0 CATHY BEHRENDS BOARD DIRECTOR 2.00 X 0 0 0 JOHN GAGUINE BOARD DIRECTOR 2.00 X 0 0 0 ERIC KUEFFNER BOARD DIRECTOR 2.00 X 0 0 0 SANDRO LANE BOARD DIRECTOR 2.00 X 0 0 0 GEOFF LARSON BOARD DIRECTOR 2.00 X 0 0 0 AMANDA MALLOTT BOARD DIRECTOR 2.00 X 0 0 0 MYRA MUNSON BOARD DIRECTOR 2.00 X 0 0 0 JOHN PUGH BOARD DIRECTOR 2.00 X 0 0 0 REED STOOPS BOARD DIRECTOR 2.00 X 0 0 0 AMY SKILBRED EXECUTIVE DIRECTOR 52.00 X 88561 0 0 88561 0 0 0 0 0 0 0 5000 1541039 925096 68167 2471135 PHILANTHROPIC SERVICE FEES 900099 22018 22018 22018 1342554 1342554 8117558 7738503 379055 379055 379055 12865 5000 12586 279 279 4215041 22018 0 1721888 3077572 3077572 24375 24375 88561 88561 128016 128016 17753 17753 36840 36840 51579 51579 12173 12173 17293 3371 13922 2369 2369 13583 13583 3387 3387 4022 4022 TRAINING 3048 3048 MEMBERSHIP DUES 1670 1670 3482241 3156897 313171 12173 20739 2525 1371414 1410995 5236 3472 58519092 53649722 56500 56500 59972981 55123214 2538 1649 6391 1931734 2127505 1940663 2129154 X 28917774 27433378 29058044 25560682 56500 0 58032318 52994060 59972981 55123214 732800 -5771058 0 X X 0 1 X 1 0 X 931294 574254 1561638 2886157 2466135 8419478 931294 574254 1561638 2886157 2466135 8419478 143826 8275652 364918 1160546 1191560 1291487 1342554 5351065 13770543 145678 0.60100 0.58820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 31 32 729754 2293066 256226 3335483 25695791 28989169 1 1 0 1 X 30447226 2002951 -2189322 3313483 85712 26861660 26601080 2272972 4756989 3110543 73272 30447226 25870572 1205324 1817081 2231457 60440 26601080 27482547 307635 -317491 1552332 49787 25870572 488834 26560736 626600 173152 20471 27482547 0.04840 0.95160 1 0 0 X -1566769 -5771058 28241 12586 -5730231 4163462 51579 51579 4215041 3471489 28241 12586 40827 3430662 51579 51579 3482241 PART IV, LINE 2B: JUNEAU COMMUNITY FOUNDATION RETAINS FUNDS IN THEIR INVESTMENT POOL WHICH ARE HELD FOR THE BENEFICIAL INTEREST OF OTHER ORGANIZATIONS. PART V, LINE 4: ENDOWMENT FUNDS ARE TO BE HELD FOR THE GENERAL CHARITABLE PURPOSES OF THE FOUNDATION. PART X, LINE 2: THE FOUNDATION IS ORGANIZED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS A NONPROFIT, TAX EXEMPT ORGANIZATION. IN ADDITION, THE FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE CODE. THE FOUNDATION FOLLOWS THE PROVISIONS OF FASB ASC 740 INCOME TAXES, AND MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN. THE FOUNDATIONS' FEDERAL INCOME TAX RETURNS (FORM 990) ARE SUBJECT TO POSSIBLE EXAMINATION BY THE INTERNAL REVENUE SERVICE UNTIL THE EXPIRATION OF THE RELATED STATUTE OF LIMITATIONS ON THOSE TAX RETURNS, WHICH, IN GENERAL, HAVE A THREE-YEAR STATUTE OF LIMITATIONS. MANAGEMENT HAS EVALUATED ITS TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2016 THROUGH 2018 IN CONFORMITY WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES AND HAS DETERMINED IT HAS NO UNCERTAIN TAX POSITIONS REQUIRED TO BE DISCLOSED. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSE 12,586. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSE 12,586. ANNUAL DINNER AUCTION 17865 5000 12865 5492 7094 17865 5000 12865 5492 7094 12586 279 1 GASTINEAU HUMAN SERVICES 5597 AISEK STREET JUNEAU AK 99801 920065232 501(C)(3) 435000 HOMELESSNESS/SUBSTANCE ABUSE DISORDER CITYBOROUGH OF JUNEAU 155 SOUTH SEWARD STREET JUNEAU AK 99801 310000 PLAYGROUND ST VINCENT DE PAUL 8617 TEAL STREET JUNEAU AK 99801 920125695 501(C)(3) 253000 HOMELESSNESS SERVICES WASHINGTON STATE UNIVERSITY PO BOX 1495 SPOKANE WA 99210 501(C)(3) 232796 TRAUMA INFORMED PROGRAM CATHOLIC COMMUNITY SERVICE 419 6TH STREET JUNEAU AK 99801 920042651 501(C)(3) 225500 HOSPICE/SENIOR SERVICES JUNEAU YOUTH SERVICES PO BOX 32839 JUNEAU AK 99803 920038549 501(C)(3) 125000 SUICIDE PREVENTION/YOUTH HEALTH THE EAGLECREST FOUNDATION PO BOX 20169 JUNEAU AK 99802 571178631 501(C)(3) 101275 LOCAL SKIING SOUTHEAST ALASKA INDEPENDENT LIVING 3225 HOSPITAL DRIVE SUITE 300 JUNEAU AK 99801 920144370 501(C)(3) 94000 SENIOR LIVING JUNEAU COOPERATIVE CHRISTIAN MINISTRY 247 SOUTH FRANKLIN STREET JUNEAU AK 99801 920085663 501(C)(3) 94000 EMERGENCY SHELTER/HOMELESSNESS JUNEAU HOUSING FIRST COLLABORATIVE PO BOX 32237 JUNEAU AK 99803 474157731 501(C)(3) 90000 HOMELESSNESS SUPPORT SERVICES JUNEAU SCHOOL DISTRICT 10014 CRAZY HORSE DRIVE JUNEAU AK 99801 82739 FOOD/SOCIAL WORKERS JUNEAU ARTS AND HUMANITIES COUNCIL 350 WHITTIER STREET SUITE 101 JUNEAU AK 99801 237243859 501(C)(3) 81646 LOCAL ARTS DISABILITY LAW CENTER OF ALASKA 230 S FRANKLIN ST SUITE 206 JUNEAU AK 99801 920063532 501(C)(3) 80000 SSI/SSDI ASSISTANCE AIDING WOMEN FROM ABUSE AND RAPE EMERGENCIES INC PO BOX 20809 JUNEAU AK 99802 920064944 501(C)(3) 80000 VICTIMS OF VIOLENCE ASSISTANCE SOUTHEAST REGIONAL RESOURCE CENTER 210 FERRY WAY JUNEAU AK 99801 920058572 501(C)(3) 78440 ADULT EDUCATION ALASKA DEVELOPMENT CORPORATION 612 W WILLOUGHBY AVE JUNEAU AK 99801 562374498 501(C)(3) 57984 CAPITOL RENOVATION ALASKA LEGAL SERVICES 1016 WEST 6TH STREET ANCHORAGE AK 99501 920034754 501(C)(3) 57500 LEGAL ASSISTANCE JUNEAU ALLIANCE FOR MENTAL HEALTH 3406 GLACIER HWY SUITE A JUNEAU AK 99801 920106659 501(C)(3) 56778 MENTAL HEALTH/SUBSTANCE ABUSE NORTHERN LIGHTS UNITED METHODIST CHURCH 400 WEST 11TH STREET JUNEAU AK 99801 501(C)(3) 54000 CHILD AND YOUTH DEVELOPMENT NATIONAL FOREST FOUNDATION BLDG 27 SUITE 3 FORT MISSOULA ROAD MISSOULA MT 59804 521786332 501(C)(3) 50000 TRAIL RENOVATION HAVEN HOUSE PO BOX 20875 JUNEAU AK 99802 273085950 501(C)(3) 45000 WOMEN'S REENTRY/SUBSTANCE ABUSE BIG BROTHERS BIG SISTERS OF ALASKA 1057 FIREWEED LANE SUITE 202 ANCHORAGE AK 99503 800064172 501(C)(3) 35000 YOUTH SUPPORT TRAIL MIX INC PO BOX 35693 JUNEAU AK 99803 920145301 501(C)(3) 27218 TRAIL RENOVATION JUNEAU ANIMAL RESCUE 7706 GLACIER HIGHWAY JUNEAU AK 99801 920057621 501(C)(3) 25349 ANIMAL ASSISTANCE POLARIS HOUSE 434 WEST WILLOUGHBY JUNEAU AK 99801 300090258 501(C)(3) 25000 MENTAL HEALTH ASSISTANCE DOUGLAS COMMUNITY METHODIST CHURCH 1106 3RD STREET DOUGLAS AK 99824 501(C)(3) 25000 FOOD ASSISTANCE CONGREGATION SUKKAT SHALOM 211 CORDOVA STREET JUNEAU AK 99801 501(C)(3) 21416 YOUTH ACTIVITIES JUNEAU POLICE DEPARTMENT 155 SOUTH SEWARD STREET JUNEAU AK 99801 21000 MENTAL HEALTH ZACH GORDON YOUTH CENTER PO BOX 21153 JUNEAU AK 99802 920014675 501(C)(3) 18000 YOUTH HOMELESSNESS MUNICIPALITY OF SKAGWAY PO BOX 415 SKAGWAY AK 99840 11024 ARTS SUPPORT INIAN ISLANDS INSTITUTE PO BOX 225 GUSTAVUS AK 99826 472128576 501(C)(3) 10978 EDUCATION DEVELOPMENT NAMI JUNEAU 9000 GLACIER HWY SUITE 201 JUNEAU AK 99801 311765419 501(C)(3) 10700 MENTAL HEALTH JUNEAU BIRTH CENTER 1601 SALMON CREEK LANE JUNEAU AK 99801 920073877 501(C)(3) 10000 HEALTH EQUITY 33 THE ORGANIZATION ADMINISTERS THREE SEPARATE SCHOLARSHIP FUNDS. TWO OF THE FUNDS ARE PRIMARILY FOR POSTSECONDARY EDUCATION AND ONE IS FOR STUDENTS WHO ARE PURSUING ARTISTIC EXCELLENCE. ALL SCHOLARSHIP PROGRAMS RELY ON IRS GUIDANCE FOR ITS SCHOLARSHIP SELECTION COMMITTEE, COMMUNICATING AVAILABILITY, AND RETAINING A RECORD OF APPLICATIONS AND AWARDS. THE ORGANIZATION DISTRIBUTES APPROXIMATELY 5% OF ITS SCHOLARSHIP FUND BALANCES ANNUALLY. THE JCF WEBSITE PROVIDES SPECIFIC INFORMATION FOR EACH SCHOLARSHIP FUND INCLUDING THE APPLICATION AND DEADLINES FOR APPLYING. 13 24375 PART I, LINE 2: THE FOUNDATION CHECKS IRS PUB 78 FOR GRANTEE'S 501(C)(3) STATUS, THE GRANT AGREEMENT DESCRIBES THE PURPOSE OF GRANT AND JCF RECEIVES A SIGNED ACKNOWLEDGEMENT FROM THE GRANTEE. GRANTEES PROVIDE A WRITTEN REPORT ON GRANTS FROM NON DONOR ADVISED OR DIRECTED FUNDS BEFORE THEY CAN RECEIVE ADDITIONAL GRANTS. X 4 68167 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S FORM 990 WILL BE REVIEWED BY BOARD PRESIDENT, EXECUTIVE DIRECTOR AND TREASURER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO COMPLETE A FORM ON AN ANNUAL BASIS DISCLOSING ANY POSSIBLE CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORMS 1023 AND 990 ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AND ON ITS OWN WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND ON ITS OWN WEBSITE. PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE MAY ACT IN PLACE OF THE BOARD ON ALL MATTERS. IT IS AGREED THAT THE EXECUTIVE COMMITTEE WILL BE USED SPARINGLY. EXECUTIVE COMMITTEE INCLUDES PRESIDENT, VICE PRESIDENT, SECRETARY, TREASURER AND PRECEEDING FORMER PRESIDENT. FORM 990, PART XII, LINE 2C DURING THIS FILING PERIOD THERE WERE NO CHANGES TO EITHER AUDIT OVERSIGHT OR SELECTION PROCESSES.