2015-04-23T15:33:28-07:00 2014-06-30 FOSTER AND COMPANY LLC PO BOX 872194 WASILLA AK 996872194 990 2013-07-01 920139183 Homer Foundation HOME 9072350541 PO Box 2600 Homer AK 996032600 KEN CASTNER BOARD CHAIR 9072350541 2015-04-23 true KAREN M FOSTER 9073766901 2015-04-23 2013 2016-02-25 16:41:14Z KEN CASTNER PO Box 558 Homer AK 99603 2151525 false X www.homerfoundation.org X 1991 AK Community Foundation To enhance the quality of life for the citizens of the greater Homer area by promoting philanthropic and charitable activities. 12 12 3 15 0 413124 335128 740 1847 67673 -64963 1958 1069 483495 273081 251873 179105 0 48374 57535 0 8211 44272 117806 344519 354446 138976 -81365 2056567 2576721 305346 395173 1751221 2181548 X Community Foundation false false 96837 96837 96837 YEAR-ROUND GRANTS PROGRAM TO SUPPORT CHARITABLE ACTIVITIES IN THE COMMUNITY. 31180 31180 31180 CITY OF HOMER GRANTS PROGRAM TO SUPPORT TAX EXEMPT ORGANIZATIONS PROVIDING PROGRAMS AND SERVICES WITHIN THE CITY OF HOMER. 15500 15500 15500 SCHOLARSHIPS PROGRAM TO SUPPORT HOMER AREA STUDENTS PURSUING HIGHER EDUCATION. 146213 35588 129564 Other programs to support Homer Foundation goals. 146213 35588 129564 289730 true true false false false true false false false true true false false true true true true false false false false false false false false false false true true false false false false false false true false true false false false false false false false false false true 6 0 true 3 true false false false false false false false false false false false false false X 12 12 false false false false false false false true true false false true true true true true true true false false X X JOY STEWARD 9072350541 PO BOX 2600 HOMER AK 886032600 KEN CASTNER Inv. Manager and Board Chair 15.00 X X 0 0 0 CAROL SWARTZ Vice Chair 0.50 X X 0 0 0 BONNIE JASON YAC Advisor 1.00 X 0 0 0 JOHN MOUW Distributions Committee Chair 2.00 X 0 0 0 BUCK LAUKITIS Trustee 0.50 X 0 0 0 PHIL MORRIS Investment Committee Chair 1.00 X 0 0 0 STEVE ALBERT Treasurer 1.00 X X 0 0 0 ELAINE GRANTIER Trustee 0.50 X 0 0 0 FLO LARSON Trustee 0.50 X 0 0 0 MIKE PATE Trustee 0.50 X 0 0 0 POLLY PRINDLE-HESS Secretary 1.00 X X 0 0 0 DENISE PITZMAN Development Committee Chair 1.00 X 0 0 0 JOY STEWARD Executive Director 40.00 X 37404 0 0 37404 false false false 1516 95364 238248 335128 Fiscal Agent Fees 900099 1847 1847 168095 168095 1638119 1871177 -233058 -233058 -233058 6520 1516 6520 1816 747 1069 1069 273081 -230142 168095 167539 167539 11566 11566 45175 15811 22588 6776 2794 0 2794 0 4672 1635 2336 701 4894 1713 2447 734 7005 0 7005 0 3575 0 3575 0 5231 0 5231 0 5394 0 5394 0 2750 0 2750 0 1103 0 1103 0 532 0 532 0 Withdrawals by fundholders 31149 31149 0 0 Allowance for Managed Funds 60317 60317 0 0 Dues and subscriptions 750 0 750 0 354446 289730 56505 8211 1278 22133 66645 339040 112 51000 1922 1175 14815 14815 532 1842203 2049864 143875 113509 2056567 2576721 3090 30346 14900 17154 287356 347673 305346 395173 X 1562650 1994360 98242 73049 90329 114139 1751221 2181548 2056567 2576721 X -81365 511692 X false true X true false X 139078 347778 627488 413124 335128 1862596 139078 347778 627488 413124 335128 1862596 139229 1723367 154105 156584 293731 143285 168095 915800 2029 5574 7603 2785999 10337 0.61860 0.60650 X 0 0 0 Pt II Line 10 Description: Other income Pt II Line 10 2009: 2029. Pt II Line 10 2010: 5574. Pt II Line 10 2011: 0. Pt II Line 10 2012: 0. Pt II Line 10 2013: 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15 28800 53612 909786 true true 90329 11200 12610 114139 101846 11950 -23467 90329 89635 20600 -8389 101846 55040 19527 15068 89635 32572 21638 830 55040 false false false 14815 14815 Cash Surrender Value Life Ins. 5232 Investments-Land, Buildings & Equipment 108277 113509 Funds Managed for Others 347673 347673 X 824182 511692 32889 6520 551101 273081 273081 393855 32889 6520 39409 354446 354446 Pt X Line 2 THE FOUNDATION IS RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION AS DEFINED UNDER SECTION 509(A)(1). THE FOUNDATION IS EXEMPT FROM STATE INCOME TAXES UNDER THE ALASKA NONPROFIT CORPORATION ACT. THEREFORE, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION FOR INCOME TAXES. ALTHOUGH THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES, ANY INCOME DERIVED FROM UNRELATED Pt XI Line 2d Fundraising Direct Costs offset against revenue. Pt XII Line 2d Fundraising Direct Costs offset against revenue. true Bunnell Street Art Center 106 W Bunnell Homer AK 99603 943220880 501(c)(3) 6100 Ops & Programs Center for Alaskan Coastal Studies 708 Smokey Bay Way Homer AK 99603 920086250 501(c)(3) 9739 Ops & Program Cook Inletkeeper 3734 Ben Walters Homer AK 99603 920156450 501(c)(3) 5800 Ops & Program Friends of Homer Public Library 500 Hazel Ave Homer AK 99603 920092030 501(c)(3) 8244 Ops & Program Homer Community Food Pantry 770 EER Homer AK 99603 920153030 501(c)(3) 12718 Ops & Program Homer Council on the Arts 355 Pioneer Ave Homer AK 99603 510152554 501(c)(3) 10433 Prog/Scholarshp Hospice of Homer PO Box 4147 Homer AK 99603 920115943 501(c)(3) 8193 Ops Kachemak Bay Family Planning Clinic 3959 Ben Walters Lane Homer AK 99603 920106486 501(c)(3) 6863 Ops Kachemak Heritage Land Trust 315 Klondike Homer AK 99603 943104608 501(c)(3) 6586 Ops & Program Kachemak Nordic Ski Club PO Box 44 Homer AK 99603 920143362 501(c)(3) 12120 Ops & Maint Pratt Museum 3779 Bartlett Street Homer AK 99603 926002856 501(c)(3) 5653 Programs Homer Hockey Association PO Box 2703 Homer AK 99603 920143117 501(c)(3) 6025 Programs Homer Wilderness Leadership (HOWL) PO Box 3514 Homer AK 99603 272315974 501(c)(3) 5990 Programs 8 Scholarships 14 11566 FMV Education Pt I Line 2 The grant award comes with a letter of agreement which stipulates what Pt I Line 2 the grantee may do with the funds and must provide a final report identifying Pt I Line 2 how the funds were used to ensure grant requirements are met. PHIL MORRIS Kachemak City Mayor, On HF Board 50000 HF holds a note for Kachemak City false KEN CASTNER HF Chair, Gen Partner 50000 HF holds note - Chair is gen partner false Pt VI, Line 11b The treasurer reviews the completed 990, then presents Pt VI, Line 11b it to the Board with their recommendation for acceptance. Pt VI, Line 12c The form is completed annually and is only reviewed when Pt VI, Line 12c and if the Foundation enters into a new relationship that Pt VI, Line 12c might trigger a conflict of interest. Pt VI, Line 15a The Exec Dir is regularly evaluated by the Board of Trustees. Written comments Pt VI, Line 15a are given to the chair and a designated board member for compilation, evaluation, and preparation. Pt VI, Line 15a The Board reviews the evaluation, and the Exec Dir is then given the consolidated product. Pt VI, Line 15a Salary, benefits, and bonuses are determined to be as appropriate and sustainable. Pt VI, Line 19 Governing documents, policies, and finanical statements are available to the Pt VI, Line 19 public upon request. In addition financial reports are presented in the annual Pt VI, Line 19 report which is mailed out to 750 constituents and posted on www.homerfoundation.org. Pt XI Unrealized gains on investments. Form 990, Part III, Line 4d OTHER PROGRAMS TO SUPPORT HOMER FOUNDATION GOALS. 146213. 35588. 129564.