2018-11-08T13:01:10-06:00 2017-12-31 920127098 ELGEE REHFELD LLC 9309 GLACIER HWY STE B-200 JUNEAU AK 99801 990 2017-01-01 522395867 JUNEAU COMMUNITY FOUNDATION JUNE 9074633223 350 NORTH FRANKLIN STREET SUITE 4 JUNEAU AK 99801 MIKE MCKRILL PRESIDENT 9075235450 2018-11-06 1 ROBERT L REHFELD P00104959 9077893178 2018-11-06 24.237.150.107 2018-11-06 10:16:38 AS P 510C6B432879491EC91E0949A55B8ADDA694B7D8 4DD9CE3E414570805FA5544E295B5D512B797608 2017 2019-02-21 02:37:17Z X MIKE MCKRILL 350 NORTH FRANKLIN STREET SUITE 4 JUNEAU AK 99801 5983699 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 11 3 25 0 0 1561638 2886157 10662 14399 1320406 1551586 10856 125842 2903562 4577984 4113052 3173123 0 0 134583 204137 0 0 12843 154602 143693 4402237 3520953 -1498675 1057031 50819039 59972981 1448268 1940663 49370771 58032318 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 3225750 3173123 136653 THE FOUNDATION CONTINUED TO GROW THROUGH 2017 WITH THE ESTABLISHMENT OF TWO NEW FUNDS, THE TEACHER EXCELLENCE FUND AND THE PLAYGROUND REBUILDING FUND. THE JUNEAU COMMUNITY FOUNDATION FUNDS SUPPORT A VARIETY OF INTERESTS AND CHARITABLE PASSIONS (INCLUDING TEACHER TRAINING, YOUTH ACTIVITIES, TRAUMA INFORMED SCHOOLS AND PUBLIC TRAILS). THE FOUNDATION NOW CONSISTS OF A TOTAL OF 55 FUNDS WITH AN ASSET VALUE OF $58 MILLION.DURING 2017 TOTAL DONATIONS TO LOCAL NONPROFITS WAS OVER $3.1 MILLION. THE JUNEAU HOPE ENDOWMENT FUND AND CBJ SOCIAL SERVICE GRANTS PROVIDED OVER $1.8 MILLION IN GRANTS TO TWENTY-SIX NOT-FOR PROFIT ORGANIZATIONS PROVIDING SERVICES FOR SUBSTANCE ABUSE PREVENTION, SUICIDE PREVENTION, HOSPICE, MENTAL HEALTH, HOMELESSNESS, VICTIMS OF VIOLENCE, JOB TRAINING, HEALTH AND EDUCATION. 3225750 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 5 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 11 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 X X ELGEE REHFELD LLC 9077893178 9309 GLACIER HWY B-200 JUNEAU AK 99801 MIKE MCKRILL BOARD PRESIDENT 3.00 X X 0 0 0 RICK SHATTUCK BOARD VICE PRESIDENT 1.00 X X 0 0 0 ROBERT REHFELD BOARD TREASURER 2.00 X X 0 0 0 LARAINE DERR BOARD SECRETARY 2.00 X X 0 0 0 LINDA EGAN BOARD DIRECTOR 1.00 X 0 0 0 JOHN GAGUINE BOARD DIRECTOR 1.00 X 0 0 0 ERIC KUEFFNER BOARD DIRECTOR 1.00 X 0 0 0 SANDRO LANE BOARD DIRECTOR 1.00 X 0 0 0 GEOFF LARSON BOARD DIRECTOR 1.00 X 0 0 0 AMANDA MALLOTT BOARD DIRECTOR 1.00 X 0 0 0 REED STOOPS BOARD DIRECTOR 1.00 X 0 0 0 BOB STORER BOARD DIRECTOR 1.00 X 0 0 0 KAREN TAUG BOARD DIRECTOR 1.00 X 0 0 0 KAREN WEST BOARD DIRECTOR 1.00 X 0 0 0 AMY SKILBRED EXECUTIVE DIRECTOR 46.00 X 83030 0 0 83030 0 0 0 0 0 0 0 5000 1346400 1534757 312251 2886157 PHILANTHROPIC SERVICE FEES 900099 14399 14399 14399 1291487 1291487 1656183 1396084 260099 260099 260099 13219 5000 9631 3588 3588 REFUND OF PRIOR YEAR ASSISTANCE T 900099 122254 122254 122254 4577984 136653 0 1555174 3160723 3160723 12400 12400 83030 83030 105561 105561 15546 15546 34963 34963 50212 50212 840 840 12843 12843 12190 2415 9775 8950 8950 13382 13382 1701 1701 4976 4976 TRAINING 1966 1966 MEMBERSHIP DUES 1670 1670 3520953 3225750 282360 12843 250 20739 1023703 1371414 5057 5236 49733529 58519092 56500 56500 50819039 59972981 4038 2538 25272 6391 1418958 1931734 1448268 1940663 X 23597324 28917774 25716947 29058044 56500 56500 49370771 58032318 50819039 59972981 1057031 7604516 0 X X 0 1 X 1 0 X 585173 931294 574254 1561638 2886157 6538516 585173 931294 574254 1561638 2886157 6538516 305245 6233271 50407 364918 1160546 1191560 1291487 4058918 10597434 139511 0.58820 0.53150 X 28 29 707170 2494630 294341 3119543 27274376 32322462 1 1 0 1 X 26601080 2272972 4756989 3110543 73272 30447226 25870572 1205324 1817081 2231457 60440 26601080 27482547 307635 -317491 1552332 49787 25870572 488834 26560736 626600 173152 20471 27482547 292515 357131 12873 172186 1499 488834 0.00190 0.99810 1 0 0 X 12089743 7604516 19866 9631 7634013 4455730 122254 122254 4577984 3428196 19866 9631 29497 3398699 122254 122254 3520953 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, 2015 THROUGH 2017 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 9,631. PART XI, LINE 4B - OTHER ADJUSTMENTS: PRIOR YEAR REFUND 122,254. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSE 9,631. PART XII, LINE 4B - OTHER ADJUSTMENTS: PRIOR YEAR REFUND 122,254. ANNUAL DINNER AUCTION 18219 5000 13219 9631 18219 5000 13219 9631 9631 3588 1 GASTINEAU HUMAN SERVICES 5597 AISEK STREET JUNEAU AK 99801 920065232 501(C)(3) 449210 DONOR ADVISED FUND DISTRIBUTION JUNEAU HOUSING FIRST COLLABORATIVE PO BOX 32237 JUNEAU AK 99803 474157731 501(C)(3) 338464 DONOR ADVISED FUND DISTRIBUTION CATHOLIC COMMUNITY SERVICE 419 6TH STREET JUNEAU AK 99801 920042651 501(C)(3) 298236 DONOR ADVISED FUND DISTRIBUTION ST VINCENT DE PAUL 8617 TEAL STREET JUNEAU AK 99801 920125695 501(C)(3) 231562 DONOR ADVISED FUND DISTRIBUTION KTOO 360 EGAN DRIVE JUNEAU AK 99801 900033326 501(C)(3) 180000 DONOR ADVISED FUND DISTRIBUTION JUNEAU YOUTH SERVICES PO BOX 32839 JUNEAU AK 99803 920038549 501(C)(3) 153000 DONOR ADVISED FUND DISTRIBUTION JUNEAU ARTS AND HUMANITIES COUNCIL 350 WHITTIER STREET SUITE 101 JUNEAU AK 99801 237243859 501(C)(3) 132525 DONOR ADVISED FUND DISTRIBUTION AIDING WOMEN FROM ABUSE AND RAPE EMERGENCIES INC PO BOX 20809 JUNEAU AK 99802 920064944 501(C)(3) 116830 DONOR ADVISED FUND DISTRIBUTION NATIONAL COUNCIL ON ALCHOLISM AND DRUG DEPENDENCY-JUNEAU 211 4TH STREET SUITE 102 JUNEAU AK 99801 920045230 501(C)(3) 102282 DONOR ADVISED FUND DISTRIBUTION SOUTHEAST REGIONAL RESOURCE CENTER 210 FERRY WAY JUNEAU AK 99801 920058572 501(C)(3) 100000 DONOR ADVISED FUND DISTRIBUTION THE EAGLECREST FOUNDATION PO BOX 20169 JUNEAU AK 99802 571178631 501(C)(3) 98405 DONOR ADVISED FUND DISTRIBUTION THE WHALE PROJECT 350 WHITTIER STREET SUITE 101 JUNEAU AK 99801 262796849 501(C)(3) 91000 DONOR ADVISED FUND DISTRIBUTION SOUTHEAST ALASKA INDEPENDENT LIVING 3225 HOSPITAL DRIVE SUITE 300 JUNEAU AK 99801 920144370 501(C)(3) 90000 DONOR ADVISED FUND DISTRIBUTION SOUTHEAST ALASKA CONSERVATION COUNCIL 224 GOLD STREET JUNEAU AK 99801 920062992 501(C)(3) 87197 DONOR ADVISED FUND DISTRIBUTION ALASKA ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN 301 CHANNEL DRIVE SUITE 215 JUNEAU AK 99801 201197823 501(C)(3) 73000 DONOR ADVISED FUND DISTRIBUTION NORTHERN LIGHTS UNITED METHODIST CHURCH 400 WEST 11TH STREET JUNEAU AK 99801 501(C)(3) 60000 DONOR ADVISED FUND DISTRIBUTION INIAN ISLANDS INSTITUTE PO BOX 225 GUSTAVUS AK 99826 472128576 501(C)(3) 59493 DONOR ADVISED FUND DISTRIBUTION JUNEAU SCHOOL DISTRICT 10014 CRAZY HORSE DRIVE JUNEAU AK 99801 50800 DONOR ADVISED FUND DISTRIBUTION JUNEAU COOPERATIVE CHRISTIAN MINISTRY 247 SOUTH FRANKLIN STREET JUNEAU AK 99801 920085663 501(C)(3) 45000 DONOR ADVISED FUND DISTRIBUTION HAVEN HOUSE PO BOX 20875 JUNEAU AK 99802 273085950 501(C)(3) 45000 DONOR ADVISED FUND DISTRIBUTION ALASKA LEGAL SERVICES 1016 WEST 6TH STREET ANCHORAGE AK 99501 920034754 501(C)(3) 35000 DONOR ADVISED FUND DISTRIBUTION DOUGLAS COMMUNITY UNITED METHODIST CHURCH 1106 THIRD STREET DOUGLAS AK 99824 501(C)(3) 30000 DONOR ADVISED FUND DISTRIBUTION BIG BROTHERS BIG SISTERS OF ALASKA 1057 FIREWEED LANE SUITE 202 ANCHORAGE AK 99503 800064172 501(C)(3) 30000 DONOR ADVISED FUND DISTRIBUTION JUNEAU ALASKA MUSIC MATTERS PO BOX 34205 JUNEAU AK 99803 462843219 501(C)(3) 28610 DONOR ADVISED FUND DISTRIBUTION POLARIS HOUSE 434 WEST WILLOUGHBY AVENUE JUNEAU AK 99801 300090258 501(C)(3) 27000 DONOR ADVISED FUND DISTRIBUTION GASTINEAU HUMANE SOCIETY 7706 GLACIER HIGHWAY JUNEAU AK 99801 920057621 501(C)(3) 24619 DONOR ADVISED FUND DISTRIBUTION DISCOVERY SOUTHEAST PO BOX 21867 JUNEAU AK 99802 920128339 501(C)(3) 18980 DONOR ADVISED FUND DISTRIBUTION JUNEAU POLICE DEPARTMENT 155 SOUTH SEWARD STREET JUNEAU AK 99801 17500 DONOR ADVISED FUND DISTRIBUTION NAMI JUNEAU 9000 GLACIER HIGHWAY SUITE 201 JUNEAU AK 99801 311765419 501(C)(3) 17400 DONOR ADVISED FUND DISTRIBUTION ZACH GORDON YOUTH CENTER PO BOX 21153 JUNEAU AK 99802 920014675 501(C)(3) 15000 DONOR ADVISED FUND DISTRIBUTION FRIENDS OF ALASKA STATE LIBRARY ARCHIVES AND MUSEUM PO BOX 22421 JUNEAU AK 99803 237067119 501(C)(3) 10000 DONOR ADVISED FUND DISTRIBUTION EAGLE RIVER UNITED METHODIST CAMP PO BOX 20272 JUNEAU AK 99802 920158234 501(C)(3) 10000 DONOR ADVISED FUND DISTRIBUTION ALASKA WILDLIFE ALLIANCE PO BOX 202022 ANCHORAGE AK 99520 920073877 501(C)(3) 9101 DONOR ADVISED FUND DISTRIBUTION FRIENDS OF JUNEAU-DOUGLAS CITY MUSEUM 114 WEST 4TH STREET JUNEAU AK 99801 270980810 501(C)(3) 9100 DONOR ADVISED FUND DISTRIBUTION WASHINGTON STATE UNIVERSITY FOUNDATION PO BOX 641925 PULLMAN WA 99164 911075542 501(C)(3) 8422 DONOR ADVISED FUND DISTRIBUTION FRIENDS OF JENSEN-OLSON ARBORETUM 23035 GLACIER HIGHWAY JUNEAU AK 99801 272917330 501(C)(3) 7500 DONOR ADVISED FUND DISTRIBUTION 36 SCHOLARSHIP GRANTS FOLLOW IRS CRITERIA FOR SCHOLARSHIP SELECTION COMMITTEE, SCHOLARSHIP AVAILABILITY ANNOUNCEMENTS, RETENTION OF APPLICATIONS AND SELECTION OF AWARDEES. APPROXIMATELY 5% OF SCHOLARSHIP FUNDS ARE PROVIDED IN SCHOLARSHIPS ANNUALLY; SCHOLARSHIP SELECTION COMMITTEE AWARD SCHOLARSHIPS BASED ON AMOUNT OF FUNDING AVAILABLE, APPLICATION CRITERIA, APPLICATION RECEIVED, AND NUMBER OF APPLICANTS SELECTED FOR AN AWARD. 16 12400 PART I, LINE 2: THE FOUNDATION CHECKS PUB 78 FOR 501C3 STATUS, DESCRIBES PURPOSE OF GRANT AND RECEIVES SIGNED ACKNOWLEDGEMENT FORM FROM GRANTEE. GRANTEES PROVIDE WRITTEN REPORT ON GRANTS FROM NON DONOR ADVISED OR DIRECTED FUNDS BEFORE THEY CAN RECEIVE ADDITIONAL GRANTS. X 9 312251 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. FORM 990, PART XII, LINE 2C DURING THIS FILING PERIOD THERE WERE NO CHANGES TO EITHER AUDIT OVERSIGHT OR SELECTION PROCESSES.