2016-11-11T19:14:37-06:00 2015-12-31 920127098 ELGEE REHFELD MERTZ LLC 9309 GLACIER HWY STE B-200 JUNEAU AK 99801 990 2015-01-01 522395867 JUNEAU COMMUNITY FOUNDATION JUNE 9074633223 350 NORTH FRANKLIN STREET SUITE 2 JUNEAU AK 99801 ROBERT REHFELD TREASURER 9077893178 2016-11-07 1 ROBERT L REHFELD P00104959 9077893178 2016-11-07 2015 2017-02-10 21:41:12Z ROBERT REHFELD 350 NORTH FRANKLIN STREET SUITE 2 JUNEAU AK 99801 1822462 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. 14 14 3 7 0 0 49852250 574254 38342 28038 -305007 1164412 4392 3052 49589977 1769756 1244283 1600661 0 0 65692 103597 0 0 5184 66566 135270 1376541 1839528 48213436 -69772 51676357 49653459 870913 853234 50805444 48800225 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 1668916 1600661 28038 THE FOUNDATION CONTINUED TO GROW THROUGH 2015 WITH THE ESTABLISHMENT OF TWO NEW FUNDS TO SUPPORT A VARIETY OF INTERESTS AND CHARITABLE PASSIONS. THE FOUNDATION NOW CONSISTS OF A TOTAL 51 FUNDS WITH AN ASSET VALUE OF $49.65 MILLION. DURING 2015 TOTAL DONATIONS TO LOCAL NONPROFITS WAS OVER $1.60 MILLION. WITH THE JUNEAU HOPE ENDOWMENT FUND THE FOUNDATION PROVIDED OVER $1 MILLION IN GRANTS TO FIFTEEN NOT-FOR PROFIT ORGANIZATIONS PROVIDING SERVICES FOR SUBSTANCE ABUSE PREVENTION AND TREATMENT, HOSPICE, MENTAL HEALTH, HOMELESSNESS, SUICIDE PREVENTION, AND VICTIMS OF VIOLENCE. 1668916 1 1 0 0 0 1 0 0 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 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 X 14 14 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 AK X ROBERT REHFELD 9077893178 9309 GLACIER HWY B-200 JUNEAU AK 99801 ERIC KUEFFNER BOARD PRESIDENT 2.00 X X 0 0 0 CLARK GRUENING BOARD VICE PRESIDENT 1.00 X X 0 0 0 ROBERT REHFELD BOARD TREASURER 2.00 X X 0 0 0 MIKE MCKRILL BOARD SECRETARY 2.00 X X 0 0 0 LARAINE DERR BOARD DIRECTOR 1.00 X 0 0 0 SIOUX DOUGLAS BOARD DIRECTOR 1.00 X 0 0 0 LINDA EGAN 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 RICK SHATTUCK 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 AMY SKILBRED EXECUTIVE DIRECTOR 38.00 X 85000 0 0 85000 0 0 0 0 0 0 0 574254 155645 574254 FUND ADMINISTRATION FEES 900099 28038 28038 28038 1160546 1160546 50780 46914 3866 3866 3866 8844 5792 3052 3052 1769756 28038 0 1167464 1591161 1591161 9500 9500 85000 85000 10226 10226 8371 8371 19802 19802 37204 37204 19457 11276 8181 5184 5184 3567 3567 7538 7538 3600 3600 1891 1891 ADMINISTRATIVE FEES 19263 19263 TRAINING 15560 15560 ALL OTHER EXPENSE 2204 512 1692 1839528 1668916 165428 5184 5541 250 1678164 629863 2422 49756261 48964424 236391 56500 51676357 49653459 1663 3952 869250 849282 870913 853234 X 50569053 23460032 25283693 236391 56500 50805444 48800225 51676357 49653459 X -69772 -1755555 -179892 X X 0 1 X 1 0 X 249127 702233 585173 931294 574254 3042081 249127 702233 585173 931294 574254 3042081 747690 2294391 6115 22554 50407 364918 1160546 1604540 4646621 96975 0.49380 0.57930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27 25 204257 309625 155670 1554178 22789113 26719854 1 1 0 1 X 27482547 307635 317491 1552332 49787 26505554 488834 26560736 626600 173152 20471 27482547 292515 357131 12873 172186 1499 488834 185402 164904 20943 77872 862 292515 109687 121971 2425 46424 2257 185402 0.00220 0.99780 1 0 0 X 36230 -1755555 16237 5792 -1733526 1769756 0 1769756 1861557 16237 5792 22029 1839528 0 1839528 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, 2013 THROUGH 2015 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 5,792. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSE 5,792. 1 JUNEAU YOUTH SERVICES PO BOX 32839 JUNEAU AK 99803 920038549 501(C)(3) 232000 DONOR ADVISED FUND DISTRIBUTION CATHOLIC COMMUNITY SERVICE 419 6TH STREET JUNEAU AK 99801 920042651 501(C)(3) 135900 DONOR ADVISED FUND DISTRIBUTION AIDING WOMEN FROM ABUSE AND RAPE EMERGENCIES INC PO BOX 20809 JUNEAU AK 99802 920064944 501(C)(3) 121290 DONOR ADVISED FUND DISTRIBUTION GASTINEAU HUMAN SERVICES 5597 AISEK STREET JUNEAU AK 99801 920065232 501(C)(3) 114075 DONOR ADVISED FUND DISTRIBUTION EAGLECREST FOUNDATION PO BOX 20169 JUNEAU AK 99802 571178631 501(C)(3) 102190 DONOR ADVISED FUND DISTRIBUTION FRIENDS OF THE ALASKA STATE MUSEUM 395 WHITTIER STREET JUNEAU AK 99801 237067119 501(C)(3) 100000 DONOR ADVISED FUND DISTRIBUTION JUNEAU COOPERATIVE CHRISTIAN MINISTRY 247 S FRANKLIN STREET JUNEAU AK 99801 920085663 501(C)(3) 95400 DONOR ADVISED FUND DISTRIBUTION JUNEAU POLICE DEPARTMENT 155 SOUTH SEWARD STREET JUNEAU AK 99801 83800 DONOR ADVISED FUND DISTRIBUTION ALASKA LEGAL SERVICES CORPORATION 1016 WEST 6TH AVENUE ANCHORAGE AK 99501 920034754 501(C)(3) 83270 DONOR ADVISED FUND DISTRIBUTION COMMUNITIES IN SCHOOLS OF JUNEAU 3100 CHANNEL DR SUITE 2015N JUNEAU AK 99801 272296396 501(C)(3) 62500 DONOR ADVISED FUND DISTRIBUTION THE PARTNERSHIP 350 WHITTIER STREET JUNEAU AK 99801 464451460 501(C)(3) 51095 DONOR ADVISED FUND DISTRIBUTION ALASKA ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN PO BOX 22870 JUNEAU AK 99802 201197823 501(C)(3) 48200 DONOR ADVISED FUND DISTRIBUTION JUNEAU SCHOOL DISTRICT 10014 CRAZY HORSE DRIVE JUNEAU AK 99801 45000 DONOR ADVISED FUND DISTRIBUTION JUNEAU ARTS & HUMANITIES 350 WHITTIER STREET SUITE 101 JUNEAU AK 99801 237243859 501(C)(3) 42305 DONOR ADVISED FUND DISTRIBUTION ALASKA DISCOVERY FOUNDATION PO BOX 2187 JUNEAU AK 99802 920128339 501(C)(3) 29040 DONOR ADVISED FUND DISTRIBUTION COAST ALASKA 360 EGAN DRIVE JUNEAU AK 99801 920162579 501(C)(3) 27000 DONOR ADVISED FUND DISTRIBUTION TRAIL MIX PO BOX 35693 JUNEAU AK 99803 920145301 501(C)(3) 25950 DONOR ADVISED FUND DISTRIBUTION GASTINEAU HUMANE SOCIETY 7705 GLACIER HIGHWAY JUNEAU AK 99801 920057621 501(C)(3) 25558 DONOR ADVISED FUND DISTRIBUTION NATIONAL COUNCIL ON ALCOHOLISMJUNEAU 211 4TH STREET SUITE 102 JUNEAU AK 99801 920045230 501(C)(3) 21074 DONOR ADVISED FUND DISTRIBUTION NAMI JUNEAU 9000 GLACIER HIGHWAY STE 201 JUNEAU AK 99801 311765419 501(C)(3) 17150 DONOR ADVISED FUND DISTRIBUTION REACH 213 3RD STREET JUNEAU AK 99801 920070127 501(C)(3) 14580 DONOR ADVISED FUND DISTRIBUTION ZACH GORDON YOUTH CENTER PO BOX 21153 JUNEAU AK 99802 920014675 501(C)(3) 13100 DONOR ADVISED FUND DISTRIBUTION JUNEAU ALASKA MUSIC MATTERS PO BOX 34205 JUNEAU AK 99803 462843219 501(C)(3) 9290 DONOR ADVISED FUND DISTRIBUTION FRONT STREET COMMUNITY HEALTH CENTER 225 FRONT STREET SUITE 202 JUNEAU AK 99801 464199666 501(C)(3) 9000 DONOR ADVISED FUND DISTRIBUTION ALASKA DEVELOPMENT CORPORATION 612 W WILLOUGHBY AVENUE JUNEAU AK 99801 562374498 501(C)(3) 6440 DONOR ADVISED FUND DISTRIBUTION ALASKA YOUTH CHOIR PO BOX 33252 JUNEAU AK 99803 920152021 501(C)(3) 6250 DONOR ADVISED FUND DISTRIBUTION ALASKA WILDLIFE ALLIANCE PO BOX 202022 ANCHORAGE AK 99520 920073877 501(C)(3) 6000 DONOR ADVISED FUND DISTRIBUTION SOUTHEAST ROAD RUNNERS PO BOX 22203 JUNEAU AK 99802 920160612 501(C)(3) 5650 DONOR ADVISED FUND DISTRIBUTION NORTHERN LIGHT UNITED CHURCH 400 WEST 11TH STREET JUNEAU AK 99801 5400 DONOR ADVISED FUND DISTRIBUTION 28 1 POST SECONDARY AND OTHER TUITION SCHOLARSHIPS ARE PAID DIRECTLY TO THE SCHOOLS ON BEHALF ON INDIVIDUAL STUDENTS. 8 9500 X 3 155645 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 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. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF ENDOWMENT HELD BY OTHER ORGANIZATION -179,892. FORM 990, PART XII, LINE 2C DURING THIS FILING PERIOD THERE WERE NO CHANGES TO EITHER AUDIT OVERSIGHT OR SELECTION PROCESSES.