2015-11-12T15:04:29-06:00 2014-12-31 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1200 PORTLAND OR 97205 990PF 2014-01-01 916340739 RASMUSON FOUNDATION RASM 9072972700 LIGHTS BLVD 400 NO 400 ANCHORAGE AK 99503 DIANE KAPLAN PRESIDENT 9072972700 2015-11-02 1 WENDY CAMPOS P00448102 5032421447 2014 2016-02-25 16:41:14Z X 672178454 X 707517 6811 6811 9080858 8841854 37935137 107986432 35911496 13111661 6196489 60841984 50956650 768382 47228 721155 1175194 0 1150565 638470 15514 612008 25895 0 25895 144428 38075 101723 8089106 6168405 704160 97980 160398 3897 204676 4974 200016 221894 4639 217253 41498 0 41498 626490 5917 1154690 12096431 6386629 4928963 30979017 21460935 43075448 6386629 26389898 17766536 44570021 58218446 83235460 83235460 636502 6982969 636502 636502 36341 36232 36232 149470370 155123987 155123987 403794490 420699881 420699881 2178320 1048460 676348 1129860 1129860 8409368 11316532 11316532 627588332 672178454 672178454 707049 793565 13685261 21660710 4969904 3583326 19362214 26037601 X -30150122 -7229053 30356 40000 638345884 653329906 608226118 646140853 627588332 672178454 608226118 17766536 20148199 646140853 0 646140853 ALTERNATIVE INVESTMENTS P 2013-01-01 2014-12-31 20989719 3927641 17062078 17062078 MANAGED ACCOUNTS P 2013-01-01 2014-12-31 86996713 68147295 18849418 18849418 35911496 0 38076287 564029515 0.067508 22463885 494425071 0.045434 17575416 471290290 0.037292 20987906 427246733 0.049124 19966284 390731538 0.051100 0.250458 0.050092 630790337 31597550 445700 32043250 29868026 891400 0 891400 0 891400 1009708 315000 1324708 X 433308 433308 0 1 0 0 0 0 0 0 0 1 1 0 1 1 AK 1 0 0 0 0 1 WWW.RASMUSON.ORG LATASH INVESTMENTS LLC 9077432800 301 WEST NORTHERN LIGHTS BLVD 412 ANCHORAGE AK 99503 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 1 1 0 0 1 0 0 0 EDWARD B RASMUSON 301 WEST NORTHERN LIGHTS BLVD 400 ANCHORAGE AK 99503 CHAIRMAN 10.00 0 0 0 CATHRYN RASMUSON 301 WEST NORTHERN LIGHTS BLVD 400 ANCHORAGE AK 99503 VICE CHARIMAN 5.00 0 0 0 NATASHA VON IMHOF 301 WEST NORTHERN LIGHTS BLVD 400 ANCHORAGE AK 99503 SECRETARY/TREASURER 3.00 0 0 0 LILE R GIBBONS 301 WEST NORTHERN LIGHTS BLVD 400 ANCHORAGE AK 99503 DIRECTOR 3.00 0 0 0 JUDY RASMUSON 301 WEST NORTHERN LIGHTS BLVD 400 ANCHORAGE AK 99503 DIRECTOR 3.00 0 0 0 ADAM GIBBONS 301 WEST NORTHERN LIGHTS BLVD 400 ANCHORAGE AK 99503 DIRECTOR 3.00 0 0 0 ANTHONY MALLOTT 301 WEST NORTHERN LIGHTS BLVD 400 ANCHORAGE AK 99503 DIRECTOR 3.00 0 0 0 JEFF COOK 301 WEST NORTHERN LIGHTS BLVD 400 ANCHORAGE AK 99503 DIRECTOR 3.00 0 0 0 LINDA LEARY 301 WEST NORTHERN LIGHTS BLVD 400 ANCHORAGE AK 99503 DIRECTOR 3.00 0 0 0 AARON SCHUTT 301 WEST NORTHERN LIGHTS BLVD 400 ANCHORAGE AK 99503 DIRECTOR 3.00 0 0 0 DR MATTHEW HIRSCHFELD 301 WEST NORTHERN LIGHTS BLVD 400 ANCHORAGE AK 99503 DIRECTOR 3.00 0 0 0 DIANE S KAPLAN 301 WEST NORTHERN LIGHTS BLVD 400 ANCHORAGE AK 99503 PRESIDENT/CEO 40.00 399651 84943 295 IAN M DUTTON 301 WEST NORTHERN LIGHTS BLVD 400 ANCHORAGE AK 99503 VICE PRESIDENT/COO 40.00 199606 55669 0 SAMMYE POKRYFKI 301 WEST NORTHERN LIGHTS BLVD 400 ANCHORAGE AK 99503 VP OF PROGRAMS 40.00 169125 34777 360 CHRISTOPHER E PEREZ 301 WEST NORTHERN LIGHTS BLVD 400 ANCHORAGE AK 99503 PROGRAM OFFICER 40.00 139488 48470 720 CASSANDRA D STALZER 301 WEST NORTHERN LIGHTS BLVD 400 ANCHORAGE AK 99503 COMMUNICATIONS DIREC 40.00 127511 50456 0 JAYSON S SMART 301 WEST NORTHERN LIGHTS BLVD 400 ANCHORAGE AK 99503 PROGRAM OFFICER 40.00 125502 37919 720 BARBARA L BACH 301 WEST NORTHERN LIGHTS BLVD 400 ANCHORAGE AK 99503 DIRECTOR GRANT MGMT 40.00 113982 42151 0 ALEESHA TOWNS-BAIN 301 WEST NORTHERN LIGHTS BLVD 400 ANCHORAGE AK 99503 PROGRAM OFFICER 40.00 93044 35833 720 7 LATASH INVESTMENTS LLC 301 W NORTHERN LIGHTS BLVD 412 ANCHORAGE AK 99503 INVESTMENT & ACCOUNTING 1529083 DESIGN PT INC 430 W 7TH ACE SUITE 220 ANCHORAGE AK 99501 CONSULTING 256833 MOSS ADAMS LLP 805 SW BROADWAY SUITE 1200 PORTLAND OR 97205 ACCOUNTING 154356 SMARTSIMPLE SOFTWARE LTD 33 W 19TH STREET SUITE 403 NEW YORK NY 10011 CONSULTING 110623 AGNEW BECK CONSULTING LLC PO BOX 410 PALMER AK 99645 CONSULTING 91814 2 DURING 2014, 59 GRANTS AND CONTRACTS WERE AWARDED TO SUPPORT ART, CULTURE, LIBRARIES, MUSEUMS AND INDIVIDUAL ARTISTS THROUGHOUT ALASKA. CONTRACTORS WERE HIRED TO ASSIST GRANTEES WITH STRATEGIC, PROGRAM, FINANCIAL AND INFRASTRUCTURE DEVELOPMENTS. VARIOUS TELECONFERENCES, PANELS AND GATHERINGS OF GRANTEES WERE HOSTED TO BRING TOGETHER ARTISTS AND EXPERTS FROM DIFFERING CULTURES, LOCATIONS AND ORGANIZATIONS TO SUPPORT AND ADVANCE ARTS AND CULTURE IN ALASKA. 235303 DURING 2014, THE FOUNDATION SUPPORTED THE CONTINUING ROLLOUT OF THE STATE OF ALASKA PICK.CLICK.GIVE PROGRAM. THROUGH MEETINGS WITH STATE, NONPROFIT AND COMMUNITY LEADERS AND MANAGEMENT OF MARKETING, TECHNOLOGY AND OTHER PROFESSIONALS, THE FOUNDATION HAS CONTRIBUTED SUBSTANTIALLY TO THE INCREASE IN INDIVIDUAL PHILANTHROPIC GIVING IN THE STATE OF ALASKA. 198733 THE FOUNDATION PARTICIPATED IN A STATE-WIDE CONSORTIUM CALLED RECOVER ALASKA. THIS GROUP WAS MADE UP OF STATE LEGISLATORS, COMMUNITY LEADERS, PHYSICIANS AND THERAPISTS AND NATIONAL FOUNDATIONS TO FIND WAYS TO MITIGATE THE RATE OF ALCOHOL AND SUBSTANCE ABUSE THROUGHOUT ALASKA. THE GROUP HELD REGULAR MEETINGS, SPECIAL CONVENING'S AND DEVELOPED A STRATEGIC PLAN TO PROMOTE WELLNESS, HEALING, AND REDUCTION OF THE SOCIAL, PERSONAL AND FINANCIAL IMPACTS OF SUBSTANCE ABUSE. 39416 THE FOUNDATION SUPPORTED EFFORTS BY LOCAL ORGANIZATIONS TO SEEK LOAN AND EQUITY FUNDING FOR CHARITABLE PROGRAMS, INFRASTRUCTURE PURCHASE AND RENOVATION. SUPPORT WAS GIVEN FOR PROFESSIONAL EDUCATION, LEGAL, AND FINANCIAL COSTS. FOUNDATION STAFF ALSO PARTICIPATED IN NATIONAL PROGRAM RELATED INVESTMENT TRAINING AND ORGANIZATIONS TO PROMOTE ADDITIONAL FUNDING FOR NONPROFITS IN ALASKA. 37199 AN ADDITIONAL EQUITY INVESTMENT WAS MADE IN 2014 TO CALAIS OFFICE CENTER LLC FOR RENT REDUCTIONS FOR THE ALASKA COMMUNITY FOUNDATION AND ITS SUB-LESSEES. 379134 A LOW INTEREST LOAN WAS MADE TO RURAL COMMUNITY ASSISTANCE CORPORATION FOR FINANCING OF ENERGY EFFICIENCY RETROFITS FOR NONPROFIT AND TRIBAL BUILDING OWNERS IN FAIRBANKS AND FOR CORE LENDING ACTIVITIES IN ALASKA. 2500000 2879134 213984757 67853968 358557556 640396281 0 0 640396281 9605944 630790337 31539517 31539517 891400 1384934 2276334 29263183 1018187 30281370 0 30281370 26389898 2879134 598994 29868026 0 29868026 30281370 0 0 1602215 1602215 29868026 0 0 0 29868026 0 413344 413344 1188871 0 0 0 0 0 0 0 1188871 1188871 DIRECTOR OF GRANT MANAGEMENT 301 WEST NORTHERN LIGHTS BLVD 400 ANCHORAGE AK 99503 9072972700 APPLICATION INFORMATION IS AVAILABLE ONLINE AT WWW.RASMUSON.ORG TIER 1 AND 2 GRANT PROGRAMS - NO DEADLINES ARTS GRANTS AND SABBATICAL AWARDS - SEE WWW.RASMUSON.ORG TAX EXEMPT CHARITABLE ORGANIZATIONS WITH A BASE OF OPERATIONS IN ALASKA; INDIVIDUALS WHO ARE ALASKA RESIDENTS 3 TO 5 PRESCHOOL INC PO BOX 103 SITKA AK 99835 PC MATCHING GRANT FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES 50 5-MILER FOR MEN'S CANCER RESEARCH PO BOX 242494 ANCHORAGE AK 99524 PC MATCHING GRANT FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES 50 AJ DIMOND HIGH SCHOOL 2909 WEST 88TH AVENUE ANCHORAGE AK 99502 GOV DISCRETIONARY GRANT REQUESTED BY NATASHA VON IMHOF 5000 ABUSED WOMEN'S AID IN CRISIS 100 WEST 13TH AVENUE ANCHORAGE AK 99501 PC MATCHING GRANT FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES 50 ABUSED WOMEN'S AID IN CRISIS INC 100 WEST 13TH AVENUE ANCHORAGE AK 99501 PC DISCRETIONARY GRANT REQUESTED BY CATHY RASMUSON 5000 ABUSED WOMEN'S AID IN CRISIS INC 100 WEST 13TH AVENUE ANCHORAGE AK 99501 PC TECHNOLOGY AND PHONE SYSTEM UPGRADE 31750 ADVOCATES FOR VICTIMS OF VIOLENCE PO BOX 524 VALDEZ AK 99686 PC HEATING SYSTEM UPGRADE 22000 AIDING WOMEN FROM ABUSE AND RAPE EMERGENCIES INC PO BOX 20809 JUNEAU AK 99802 PC CONSTRUCT AN EXTENDED STAY SHELTER FOR WOMEN AND CHILDREN 1000000 AIDING WOMEN FROM ABUSE AND RAPE EMERGENCIES INC PO BOX 20809 JUNEAU AK 99802 PC MATCHING GRANT FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES 200 AIDING WOMEN FROM ABUSE AND RAPE EMERGENCIES INC PO BOX 20809 JUNEAU AK 99802 PC MATCHING GRANT FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES 500 ALASKA ADDICTION REHABILITATION SERVICES PO BOX 871545 WASILLA AK 99687 PC PURCHASE A COMMERCIAL WALK IN REFRIGERATOR/FREEZER 25000 ALASKA ADDICTION REHABILITATION SERVICES (NUGEN'S RANCH) PO BOX 871545 WASILLA AK 99687 PC MATCHING GRANT FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES 50 ALASKA ALL STAR HOCKEY ASSOCIATION PO BOX 241805 ANCHORAGE AK 99524 PC MATCHING GRANT FOR PEEWEE MINOR TEAM 5000 ALASKA ARCTIC ICE JUNIOR HOCKEY TEAM 139 32ND AVENUE FAIRBANKS AK 99701 PC DISCRETIONARY 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ANCHORAGE AK 99517 PC MATCHING GRANT FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES 50 ALASKA CENTER FOR THE ENVIRONMENT - TRAILSIDE DISCOVERY CAMP 921 WEST 6TH AVENUE SUITE 200 ANCHORAGE AK 99501 PC DISCRETIONARY GRANT REQUESTED BY ADAM GIBBONS 5000 ALASKA CENTER FOR THE ENVIRONMENT - TRAILSIDE DISCOVERY CAMP 921 WEST 6TH AVENUE SUITE 200 ANCHORAGE AK 99501 PC PURCHASE BIKES, HELMETS, VESTS, TRAILER AND TOOLS 16000 ALASKA CENTER FOR THE ENVIRONMENT - TRAILSIDE DISCOVERY CAMP 921 WEST 6TH AVENUE SUITE 200 ANCHORAGE AK 99501 PC MATCHING GRANT FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES 200 ALASKA CHILDREN'S ALLIANCE PO BOX 672069 CHUGIAK AK 99567 PC GRANT FOR THE ALASKA CHILDREN'S ALLIANCE TRANSCENDING ADERSITY CONFERENCE 1000 ALASKA CHILDREN'S INSTITUTE FOR THE PERFORMING ARTS INC PO BOX 322 KENAI AK 99611 PC EQUIPMENT AND FACILITY IMPROVEMENTS 22844 ALASKA CHILDREN'S SERVICES 4600 ABBOTT ROAD ANCHORAGE AK 99507 PC MATCHING GRANT FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES 1000 ALASKA CHILDREN'S TRUST 3201 C STREET SUITE 110 ANCHORAGE AK 99503 PC CEO DISCRETIONARY GRANT IN MEMORY OF MARGO MCCABE 5000 ALASKA CHILDREN'S TRUST 3201 C STREET SUITE 110 ANCHORAGE AK 99503 PC ALASKA CHILDREN'S TRUST GRANTS 5685 ALASKA CHILDREN'S TRUST 3201 C STREET SUITE 110 ANCHORAGE AK 99503 PC IN APPRECIATION OF VIRGINIA BAIM'S VOLUNTEER CONTRIBUTION TO THE 2014 SABBATICAL PROGRAM 500 ALASKA CHILDREN'S TRUST 3201 C STREET SUITE 110 ANCHORAGE AK 99503 PC ADVERSE CHILDHOOD EXPERIENCES STUDY 5000 ALASKA CHILDREN'S TRUST 3201 C STREET SUITE 110 ANCHORAGE AK 99503 PC MATCHING GRANT FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES 300 ALASKA CHILDREN'S TRUST 3201 C STREET SUITE 110 ANCHORAGE AK 99503 PC MATCHING GRANT FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES 100 ALASKA CHILDREN'S TRUST 3201 C STREET SUITE 110 ANCHORAGE AK 99503 PC MATCHING GRANT FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES 2000 ALASKA CHILDREN'S TRUST 3201 C STREET SUITE 110 ANCHORAGE AK 99503 PC MATCHING GRANT FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES 500 ALASKA CHILDREN'S TRUST 3201 C STREET SUITE 110 ANCHORAGE AK 99503 PC MATCHING GRANT FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES 500 ALASKA CHILDREN'S TRUST 3201 C STREET SUITE 110 ANCHORAGE AK 99503 PC MATCHING GRANT FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES 700 ALASKA COMMUNITY ACTION ON TOXICS 505 WEST NORTHERN LIGHTS BLVD SUITE 205 ANCHORAGE AK 99503 PC PURCHASE TRUCK AND GARDENING EQUIPMENT 10235 ALASKA COMMUNITY FOUNDATION 3201 C STREET 110 ANCHORAGE AK 99503 PC COMMUNITY ASSET BUILDING INITIATIVE 2012 - 2014 350000 ALASKA COMMUNITY FOUNDATION 3201 C STREET 110 ANCHORAGE AK 99503 PC CONTINUATION OF THE SMALL GRANTS PROGRAM (2013 - 2016) 250000 ALASKA COMMUNITY FOUNDATION 3201 C STREET 110 ANCHORAGE AK 99503 PC MATCHING GRANT FOR ALASKA WOMEN'S GIVING CIRCLE 1000 ALASKA COMMUNITY FOUNDATION 3201 C STREET 110 ANCHORAGE AK 99503 PC MATCHING GRANT FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES 328 ALASKA COMMUNITY FOUNDATION 3201 C STREET 110 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PICK.CLICK.GIVE 2014 DOUBLE YOUR DIVIDEND SWEEPSTAKES 25000 ALASKA COMMUNITY FOUNDATION - RECOVER ALASKA FUND 3201 C STREET 110 ANCHORAGE AK 99503 PC DISCRETIONARY GRANT REQUESTED BY CATHY RASMUSON 5000 ALASKA COMMUNITY FOUNDATION - RECOVER ALASKA FUND 3201 C STREET 110 ANCHORAGE AK 99503 PC DISCRETIONARY GRANT REQUESTED BY CATHY RASMUSON 5000 ALASKA COMMUNITY FOUNDATION - SEWARD COMMUNITY FOUNDATION 3201 C STREET 110 ANCHORAGE AK 99503 PC MATCHING GRANT FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES 100 ALASKA COMMUNITY FOUNDATION - SEWARD COMMUNITY FOUNDATION 3201 C STREET 110 ANCHORAGE AK 99503 PC MATCHING GRANT FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES 200 ALASKA CONGRESS OF PARENTS AND TEACHERS - BAYSHORE PARENT-TEACHER ASSOCIATI 10500 BAYSHORE DRIVE ANCHORAGE AK 99515 PC MATCHING GRANT FOR CHALLENGER FIELD TRIP 500 ALASKA CONSERVATION FOUNDATION 911 WEST 8TH AVENUE SUITE 300 ANCHORAGE AK 99501 PC MATCHING GRANT FOR MARTHA LEVENSALER FUND 200 ALASKA DEVELOPMENT CORPORATION 612 WEST WILLOUGHBY AVENUE SUITE A JUNEAU AK 99801 PC ROLE OF ARTS IN REGIONAL ECONOMIC DEVELOPMENT 25000 ALASKA ESKIMO WHALING COMMISSION PO BOX 570 BARROW AK 99723 PC PURCHASE PERSONAL FLOTATION DEVICES FOR WHALERS OF SAVOONGA 24766 ALASKA FARMLAND TRUST CORPORATION 248 E DAHLIA AVENUE PALMER AK 99645 PC PURCHASE SHED, PRINTER, CAMERA AND ACCESSORIES 7890 ALASKA FARMLAND TRUST CORPORATION 248 E DAHLIA AVENUE PALMER AK 99645 PC MATCHING GRANT FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES 100 ALASKA FISH AND WILDLIFE CONSERVATION FUND 310 K STREET SUITE 200 ANCHORAGE AK 99501 PC MATCHING GRANT FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES 50 ALASKA FOOD POLICY COUNCIL 3601 C STREET SUITE 250 ANCHORAGE AK 99503 PC GENERAL FUNDING OF ALASKA FOOD FESTIVAL AND CONFERENCE 5000 ALASKA GATEWAY SCHOOL DISTRICT PO BOX 226 TOK AK 99780 GOV DISCRETIONARY GRANT REQUESTED BY AARON SCHUTT FOR TETLIN SCHOOL 5000 ALASKA HEALTH FAIR INC 720 WEST 58TH AVENUE UNIT J ANCHORAGE AK 99518 PC TECHNOLOGY UPGRADES 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MCCOLL CENTER FOR VISUAL ART 721 N TRYON STREET CHARLOTTE NC 28202 PC ARTIST RESIDENCY PROGRAM 15000 MONROE FOUNDATION INC PO BOX 71620 FAIRBANKS AK 99701 SO II DISCRETIONARY GRANT REQUESTED BY ED RASMUSON 10000 MUSEUM OF ALASKA TRANSPORTATION AND INDUSTRY PO BOX 870646 WASILLA AK 99687 PC ENGRAVER AND RELATED ACCESSORIES FOR OUTDOOR SIGNAGE IN WASILLA 12731 MUSEUMS ALASKA PO BOX 20153 JUNEAU AK 99802 PC ART ACQUISITIONS PROGRAM 570000 MUSEUMS ALASKA PO BOX 20153 JUNEAU AK 99802 PC COLLECTIONS MANAGEMENT PROGRAM 230000 NATIONAL FISH AND WILDLIFE FOUNDATION 1133 15TH STREET NW SUITE 1100 WASHINGTON DC 20005 PC CONNECTING NATIVE COMMUNITIES, CONSERVATION SCIENCE AND NATURAL RESOURCE MANAGEMENT 250000 NORTH STAR BOROUGH SCHOOL DISTRICT - WEST VALLEY HIGH SCHOOL 520 5TH AVENUE FAIRBANKS AK 99701 GOV DISCRETIONARY GRANT REQUESTED BY LINDA LEARY 5000 PETERSBURG BOROUGH - PETERSBURG PUBLIC LIBRARY PO BOX 549 PETERSBURG AK 99833 GOV DISPLAY PANELS, CABINETS, EDUCATIONAL PLAY EQUIPMENT AND 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536356 INTEREST FROM PROGRAM-RELATED INVESTMENTS 14 121717 EXCISE AND INCOME TAX BENEFIT 01 350246 OTHER INCOME 01 7827 5901557 54232910 0 60134467 0 0 0 0 0 0 0 0 0 0 X X 1 ELMER E RASMUSON RESIDUARY TRUST 301 WEST NORTHERN LIGHTS BLVD 412 ANCHORAGE AK 99503 630017 X 2 ANNIE E CASEY FOUNDATION 701 ST PAUL STREET BALTIMORE MD 21202 75000 X ACCOUNTING FEES 144428 38075 101723 FURNITURE & FIXTURES 224830 201647 0.000000000000 0 0 COMPUTER EQUIPMENT 301000 189638 0.000000000000 0 0 COMPUTER SOFTWARE 1190524 560367 0.000000000000 0 0 LEASEHOLD IMPROVEMENTS 415659 96808 0.000000000000 0 0 ART & ARTIFACTS 46307 0.000000000000 0 0 CALAIS OFFICE CENTER LLC 813 D STREET SUITE 200 ANCHORAGE AK 99501 2012-06-27 1100000 PROGRAM-RELATED EQUITY INVESTMENT - PROVIDE AFFORDABLE RENTAL RATES FOR ALASKA COMMUNITY FOUNDATION AND ITS NONPROFIT SUB-LESSEES 85063 NONE 1/27/14, 11/14/14 CALAIS OFFICE CENTER LLC 813 D STREET SUITE 200 ANCHORAGE AK 99501 2014-11-01 379134 PROGRAM-RELATED EQUITY INVESTMENT - PROVIDE AFFORDABLE RENTAL RATES FOR ALASKA COMMUNITY FOUNDATION AND ITS NONPROFIT SUB-LESSEES 17966 NONE NONE DOYON FOUNDATION 615 BIDWELL AVENUE SUITE 101 FAIRBANKS AK 99701 2014-12-17 10000 MATCHING GRANT TO PROVIDE HEALTH SCHOLARSHIPS 10000 NONE NONE IN 2014, THE FOUNDATION ENGAGED IN COMMUNICATION WITH MEMBERS OF THE ALASKA STATE LEGISLATURE, THE OFFICE OF THE GOVERNOR, AND WITH ELECTED OFFICIALS FROM THE MUNICIPALITY OF ANCHORAGE AND THE ALASKA CONGRESSIONAL DELEGATION ABOUT THE FOLLOWING JOINTLY-FUNDED PROGRAMS:* STATEWIDE MAJOR MAINTENANCE AT DOMESTIC VIOLENCE AND SEXUAL ASSAULT SHELTERS - THE FOUNDATION WORKED WITH THE OFFICE OF THE GOVERNOR AND MEMBERS OF THE ALASKA STATE LEGISLATURE TO SECURE A ONE-TO-ONE CAPITAL MATCH UP TO $2 MILLION TO REPAIR AND UPGRADE VICTIM SERVICES FACILITIES ACROSS ALASKA.* PICK.CLICK.GIVE. PERMANENT FUND DIVIDEND CHARITABLE CONTRIBUTIONS PROGRAM - THE FOUNDATION WORKED WITH LEGISLATIVE SPONSORS TO ENACT A STATEWIDE COORDINATION FEE FOR NONPROFITS THAT OPT TO PARTICIPATE IN THE STATEWIDE CHARITABLE CONTRIBUTIONS PROGRAM, WHICH, FOR ITS FIRST SIX YEARS OF OPERATIONS, WAS SUPPORTED EXCLUSIVELY BY PRIVATE FUNDERS AND MANAGED BY THE STATE OF ALASKA DEPARTMENT OF REVENUE.* THE PRE-DEVELOPMENT PROGRAM - THE FOUNDATION IS PART OF A CONSORTIUM OF FUNDERS, INCLUDING THE STATE OF ALASKA, THAT SUPPORT (OR HAVE SUPPORTED) THIRD-PARTY MANAGEMENT, GUIDANCE AND TECHNICAL RESOURCES FOR PLANNING NEW FACILITIES AND RENOVATING OR EXPANDING EXISTING ONES ON BEHALF OF NONPROFIT, MUNICIPAL AND TRIBAL ORGANIZATIONS; THE FOUNDATION UPDATED LEGISLATORS ABOUT PROJECTS COMPLETED WITH FUNDS PROVIDED BY THE STATE OF ALASKA.* RECOVER ALASKA - THE FOUNDATION IS PART OF A COALITION OF PRIVATE, PUBLIC, AND PHILANTHROPIC ENTITIES, INCLUDING THE STATE OF ALASKA, THAT AIMS TO ADDRESS SYSTEMIC PROBLEMS ASSOCIATED WITH OVERCONSUMPTION OF ALCOHOL; THE FOUNDATION SOUGHT AND SECURED MATCH FUNDING FOR A ONE STOP SHOP, SINGLE-POINT-OF-ENTRY REFERRAL HOTLINE FOR PEOPLE SEEKING HELP, AND A RESOLUTION OF SUPPORT FROM THE LEGISLATURE ENCOURAGING CONTINUED PUBLIC-PRIVATE-PHILANTHROPIC COOPERATION IN THIS EFFORT.* HOUSING ANCHORAGE / HOUSING ALASKA, A PUBLIC, PRIVATE, AND NONPROFIT COLLABORATIVE THAT SEEKS TO FIND REGULATORY AND FUNDING SOLUTIONS TO REMEDY A STATEWIDE AFFORDABLE HOUSING PRODUCTION GRIDLOCK THE FOUNDATION CONVENED MEMBERS OF THE LEGISLATURE, OFFICIALS FROM THE MUNICIPALITY OF ANCHORAGE, AND PRIVATE AND NONPROFIT FUNDING PARTNERS TO EXPLORE WAYS TO JOINTLY ADDRESS AN ACUTE SHORTAGE OF WORKFORCE HOUSING AND HOUSING UNITS FOR THE HOMELESS ACROSS THE STATE.* ADDITIONALLY, THE FOUNDATION COMMUNICATED ABOUT PROPOSED APPROPRIATIONS FOR VARIOUS JOINTLY FUNDED NONPROFIT PARTNER PROJECTS IN ALASKA SUCH AS ANCHORAGE'S Z.J. LOUSSAC PUBLIC LIBRARY AND OTHER PUBLIC LIBRARIES ACROSS THE STATE, MULTIPLE ANCHORAGE PARK FOUNDATION SAFETY IMPROVEMENT PROJECTS, EXPANSION OF THE ALASKA NATIVE SCIENCE & ENGINEERING PROGRAM AT THE UNIVERSITY OF ALASKA ANCHORAGE, TEACHER AND HEALTH PROFESSIONAL HOUSING, AND A PEDIATRIC DENTAL CLINIC IN SOUTHEAST ALASKA.ON A LOCAL LEVEL, THE FOUNDATION COMMUNICATED WITH THE MUNICIPALITY OF ANCHORAGE AND MEMBERS OF THE ANCHORAGE ASSEMBLY ABOUT THE POTENTIAL TO JOINTLY FUND RENOVATION OF THE LOUSSAC LIBRARY, A GRANTEE OF THE FOUNDATION, AND ABOUT HOUSING ISSUES.AT THE FEDERAL LEVEL, THE FOUNDATION COMMUNICATED WITH ITS CONGRESSIONAL DELEGATION ABOUT THE RECOVER ALASKA AND THE HOUSING ANCHORAGE INITIATIVES.IN EACH CASE, THE FOUNDATION'S ACTIVITIES WERE PERMITTED UNDER THE TAX LAW AND DO NOT CONSTITUTE A TAXABLE EXPENDITURE BECAUSE THEY WERE CONDUCTED IN ACCORDANCE WITH TREAS. REG. SECTION 53.4945-1(A)(3), WHICH PROVIDES AN EXCEPTION FOR CERTAIN COMMUNICATIONS IN THE CONTEXT OF "JOINTLY FUNDED PROGRAMS," AS FOLLOWS:[A] PRIVATE FOUNDATION WILL NOT BE TREATED AS HAVING MADE TAXABLE EXPENDITURES OF AMOUNTS PAID OR INCURRED IN CARRYING ON DISCUSSIONS WITH OFFICIALS OF GOVERNMENTAL BODIES PROVIDED THAT:(I) THE SUBJECT OF SUCH DISCUSSIONS IS A PROGRAM WHICH IS JOINTLY FUNDED BY THE FOUNDATION AND THE GOVERNMENT OR IS A NEW PROGRAM WHICH MAY BE JOINTLY FUNDED BY THE FOUNDATION AND THE GOVERNMENT.(II) THE DISCUSSIONS ARE UNDERTAKEN FOR THE PURPOSE OF EXCHANGING DATA AND INFORMATION ON THE SUBJECT MATTER OF THE PROGRAMS, AND(III) SUCH DISCUSSIONS ARE NOT UNDERTAKEN BY FOUNDATION MANAGERS IN ORDER TO MAKE ANY DIRECT ATTEMPT TO PERSUADE GOVERNMENTAL OFFICIALS OR EMPLOYEES TO TAKE PARTICULAR POSITIONS ON SPECIFIC LEGISLATIVE ISSUES OTHER THAN SUCH PROGRAM.THE FOUNDATION ALSO PROVIDED INVITED TESTIMONY BEFORE COMMITTEES OF THE ALASKA STATE LEGISLATURE ON THE TOPIC OF CHARITABLE CONTRIBUTIONS FROM THE ALASKA PERMANENT FUND DIVIDEND PROGRAM AND THE TOPIC OF OVERCONSUMPTION OF ALCOHOL IN ALASKA, IN WHICH CASE THE FOUNDATION RECEIVED A WRITTEN INVITATION FROM THE COMMITTEES SEEKING TESTIMONY.FINALLY, THE FOUNDATION COMMUNICATED WITH FEDERAL LEGISLATORS ABOUT CORRECTIVE LEGISLATION DESIGNED TO SIMPLIFY THE EXCISE TAX RATE ON PRIVATE FOUNDATIONS, IN SUPPORT OF EXTENSION OF THE IRA CHARITABLE ROLLOVER, AND IN DEFENSE OF THE CHARITABLE DEDUCTION. THE FOUNDATION BELIEVES THAT THIS ONGOING COMMUNICATION FALLS WITHIN THE "SELF-DEFENSE" EXCEPTION OF SECTION 4945(E). UNDER THAT SECTION, IT IS NOT CONSIDERED A PROHIBITED TAXABLE EXPENDITURE FOR A FOUNDATION TO PAY OR INCUR "IN CONNECTION WITH AN APPEARANCE BEFORE, OR COMMUNICATION TO, ANY LEGISLATIVE BODY WITH RESPECT TO A POSSIBLE DECISION OF SUCH BODY WHICH MIGHT AFFECT THE EXISTENCE OF THE PRIVATE FOUNDATION, ITS POWERS AND DUTIES, ITS TAX-EXEMPT STATUS, OR THE DEDICATION OF CONTRIBUTIONS TO SUCH FOUNDATION." 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