JUNEAU COMMUNITY FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JUNEAU COMMUNITY FOUNDATION (EIN 52-2395867)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-11
- IRS object ID
- 201533159349303988
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-11T19:22:05-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920127098 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELGEE REHFELD MERTZ LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9309 GLACIER HWY STE B-200 | AddressLine1Txt |
| City | JUNEAU | CityNm |
| State Abbreviation | AK | StateAbbreviationCd |
| ZIP | 99801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522395867 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUNEAU COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JUNE | BusinessNameControlTxt |
| Phone | 9074633223 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 NORTH FRANKLIN STREET SUITE 2 | AddressLine1Txt |
| City | JUNEAU | CityNm |
| State Abbreviation | AK | StateAbbreviationCd |
| ZIP | 99801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT REHFELD | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9077893178 | PhoneNum |
| Signature | 2015-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT L REHFELD | PreparerPersonNm |
| PTIN | P00104959 | PTIN |
| Phone | 9077893178 | PhoneNum |
| Preparation | 2015-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT REHFELD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 NORTH FRANKLIN STREET SUITE 2 | AddressLine1Txt |
| City | JUNEAU | CityNm |
| State Abbreviation | AK | StateAbbreviationCd |
| ZIP | 99801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $99,948,322 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.JUNEAUCF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | AK | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $585,673 | PYContributionsGrantsAmt |
| CY Contributions Grants | $49,852,250 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $15,851 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $38,342 | CYProgramServiceRevenueAmt |
| PY Investment Income | $50,595 | PYInvestmentIncomeAmt |
| CY Investment Income | -$305,007 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$2,853 | PYOtherRevenueAmt |
| CY Other Revenue | $4,392 | CYOtherRevenueAmt |
| PY Total Revenue | $649,266 | PYTotalRevenueAmt |
| CY Total Revenue | $49,589,977 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $250,863 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,244,283 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $34,724 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $65,692 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $40,498 | PYOtherExpensesAmt |
| CY Other Expenses | $66,566 | CYOtherExpensesAmt |
| PY Total Expenses | $326,085 | PYTotalExpensesAmt |
| CY Total Expenses | $1,376,541 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $323,181 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $48,213,436 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,833,914 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,676,357 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $880,619 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $870,913 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,953,295 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $50,805,444 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,295,645 | ExpenseAmt |
| Grant | $1,244,283 | GrantAmt |
| Revenue | $40,362 | RevenueAmt |
| Desc | THE FOUNDATION CONTINUED TO GROW THROUGH 2014 WITH THE ESTABLISHMENT OF SIXTEEN 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 $51.68 MILLION. DURING 2014 TOTAL DONATIONS TO LOCAL NONPROFITS WAS OVER $1.29 MILLION. | Desc |
| Total Program Service Expenses | $1,295,645 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT REHFELD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9077893178 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9309 GLACIER HWY B-200 | AddressLine1Txt |
| City | JUNEAU | CityNm |
| State Abbreviation | AK | StateAbbreviationCd |
| ZIP | 99801 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ERIC KUEFFNER | ||||||
| BOARD PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CLARK GRUENING | ||||||
| BOARD VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT REHFELD | ||||||
| BOARD TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MIKE MCKRILL | ||||||
| BOARD SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LARAINE DERR | ||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SIOUX DOUGLAS | ||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA EGAN | ||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROGER GRUMMETT | ||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SANDRO LANE | ||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GEOFF LARSON | ||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AMANDA MALLOTT | ||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICK SHATTUCK | ||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REED STOOPS | ||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BOB STORER | ||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AMY SKILBRED | ||||||
| EXECUTIVE DIRECTOR | 38.00 | Yes (X) | $59,750 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $59,750 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $49,852,250 | AllOtherContributionsAmt |
| Noncash Contributions | $48,920,956 | NoncashContributionsAmt |
| Total Contributions | $49,852,250 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUND ADMINISTRATION FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $38,342 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $38,342 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $38,342 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $364,918 | TotalRevenueColumnAmt |
| Exclusion | $364,918 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $49,683,212 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $50,353,137 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$669,925 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$669,925 | TotalRevenueColumnAmt |
| Exclusion | -$669,925 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $7,580 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $5,208 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,372 | TotalRevenueColumnAmt |
| Exclusion | $2,372 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REFUNDS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,020 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,020 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,020 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,589,977 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $40,362 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$302,635 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,234,833 | TotalAmt |
| Program Services | $1,234,833 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,450 | TotalAmt |
| Program Services | $9,450 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,750 | TotalAmt |
| Management And General | $59,750 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293 | TotalAmt |
| Management And General | $293 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,649 | TotalAmt |
| Management And General | $5,649 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,827 | TotalAmt |
| Program Services | $46,827 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,638 | TotalAmt |
| Program Services | $3,638 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,208 | TotalAmt |
| Management And General | $6,208 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,728 | TotalAmt |
| Program Services | $592 | ProgramServicesAmt |
| Management And General | $4,136 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305 | TotalAmt |
| Program Services | $305 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,972 | TotalAmt |
| Management And General | $1,972 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,888 | TotalAmt |
| Management And General | $2,888 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,376,541 | TotalAmt |
| Program Services | $1,295,645 | ProgramServicesAmt |
| Management And General | $80,896 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $5,541 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $820,879 | BOYAmt |
| EOY | $1,678,164 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,778,468 | BOYAmt |
| EOY | $49,756,261 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $234,567 | BOYAmt |
| EOY | $236,391 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,833,914 | BOYAmt |
| EOY | $51,676,357 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $326 | BOYAmt |
| EOY | $1,663 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $880,293 | BOYAmt |
| EOY | $869,250 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $880,619 | BOYAmt |
| EOY | $870,913 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,718,728 | BOYAmt |
| EOY | $50,569,053 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $234,567 | BOYAmt |
| EOY | $236,391 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,953,295 | BOYAmt |
| EOY | $50,805,444 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,833,914 | BOYAmt |
| EOY | $51,676,357 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $48,213,436 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $636,889 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,824 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $504,779 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $249,127 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $702,233 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $585,173 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $931,294 | CurrentTaxYearAmt |
| Total | $2,972,606 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $504,779 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $249,127 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $702,233 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $585,173 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $931,294 | CurrentTaxYearAmt |
| Total | $2,972,606 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $978,953 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,993,653 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,090 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,115 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,554 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,407 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $364,918 | CurrentTaxYearAmt |
| Total | $469,084 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,441,690 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $68,937 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.57930 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73190 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 26 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 24 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $21,749,702 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $26,563,421 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $443,798 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $197,836 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $23,075,742 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $28,531,688 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $666,902 | BeginningYearBalanceAmt |
| Contributions | $26,561,837 | ContributionsAmt |
| Investment Earnings Or Losses | $639,331 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $182,676 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $22,956 | AdministrativeExpensesAmt |
| End Year Balance | $27,662,438 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $434,453 | BeginningYearBalanceAmt |
| Contributions | $357,131 | ContributionsAmt |
| Investment Earnings Or Losses | $57,701 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $178,636 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $3,747 | AdministrativeExpensesAmt |
| End Year Balance | $666,902 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $329,401 | BeginningYearBalanceAmt |
| Contributions | $164,904 | ContributionsAmt |
| Investment Earnings Or Losses | $26,523 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $77,872 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $8,503 | AdministrativeExpensesAmt |
| End Year Balance | $434,453 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $259,970 | BeginningYearBalanceAmt |
| Contributions | $123,971 | ContributionsAmt |
| Investment Earnings Or Losses | $1,420 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $53,703 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $2,257 | AdministrativeExpensesAmt |
| End Year Balance | $329,401 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $213,323 | BeginningYearBalanceAmt |
| Contributions | $80,291 | ContributionsAmt |
| Investment Earnings Or Losses | $1,853 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $35,497 | GrantsOrScholarshipsAmt |
| End Year Balance | $259,970 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.01000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.99000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (23 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| WHALE PROJECT | |||||||
| 15225 POINT LOUISA ROAD | JUNEAU | AK | 99801 | 262796849 | 501(C)(3) | $460,000 | DONOR ADVISED FUND DISTRIBUTION |
| SOUTHEAST ALASKA CONSERVATION COUNCIL | |||||||
| 350 NORTH FRANKLIN ST STE 2 | JUNEAU | AK | 99801 | 920062992 | 501(C)(3) | $255,600 | DONOR ADVISED FUND DISTRIBUTION |
| JUNEAU ARTS AND HUMANITIES COUNCIL | |||||||
| 350 WHITTIER STREET SUITE 101 | JUNEAU | AK | 99801 | 237243859 | 501(C)(3) | $89,859 | DONOR ADVISED FUND DISTRIBUTION |
| ALASKA DEVELOPMENT CORPORATION | |||||||
| 612 WEST WILLOUGHBY AVENUE | JUNEAU | AK | 99801 | 562374498 | 501(C)(3) | $41,363 | DONOR ADVISED FUND DISTRIBUTION |
| SOUTHEAST ALASKA HEALTH CONSORTIUM CORP | |||||||
| 3100 CHANNEL DRIVE SUITE 300 | JUNEAU | AK | 99801 | 920056274 | 501(C)(3) | $37,094 | DONOR ADVISED FUND DISTRIBUTION |
| PERSEVERANCE THEATRE | |||||||
| 914 3RD STREET | DOUGLAS | AK | 99824 | 920071124 | 501(C)(3) | $28,000 | DONOR ADVISED FUND DISTRIBUTION |
| ALASKA DISCOVERY FOUNDATION | |||||||
| PO BOX 21867 | JUNEAU | AK | 99802 | 920128339 | $27,500 | DONOR ADVISED FUND DISTRIBUTION | |
| JUNEAU RAPTOR CENTER | |||||||
| PO BOX 34713 | JUNEAU | AK | 99803 | 920135485 | 501(C)(3) | $26,000 | DONOR ADVISED FUND DISTRIBUTION |
| FOUNDATION FOR GLACIER AND ENVIRONMENTAL RESEARCH | |||||||
| 14604 106TH AVENUE NE | BOTHELL | WA | 98011 | 916063843 | 501(C)(3) | $25,000 | DONOR ADVISED FUND DISTRIBUTION |
| SEALASKA HERITAGE INSTITUTE | |||||||
| 1 SEALASKA PLAZA SUITE 301 | JUNEAU | AK | 99801 | 920081844 | 501(C)(3) | $25,000 | DONOR ADVISED FUND DISTRIBUTION |
| JUNEAU LYRIC OPERA | |||||||
| PO BOX 21456 | JUNEAU | AK | 99802 | 920064417 | 501(C)(3) | $25,000 | DONOR ADVISED FUND DISTRIBUTION |
| JUNEAU SYMPHONY | |||||||
| PO BOX 21236 | JUNEAU | AK | 99802 | 920080948 | 501(C)(3) | $25,000 | DONOR ADVISED FUND DISTRIBUTION |
| JUNEAU JAZZ AND CLASSICS | |||||||
| PO BOX 22152 | JUNEAU | AK | 99802 | 943053060 | 501(C)(3) | $25,000 | DONOR ADVISED FUND DISTRIBUTION |
| HAVEN HOUSE | |||||||
| PO BOX 20875 | JUNEAU | AK | 99802 | 273085950 | 501(C)(3) | $15,516 | DONOR ADVISED FUND DISTRIBUTION |
| JUNEAU ALASKA MUSIC MATTERS | |||||||
| PO BOX 34205 | JUNEAU | AK | 99802 | 462843219 | 501(C)(3) | $11,600 | DONOR ADVISED FUND DISTRIBUTION |
| SKAGWAY SCHOOL DISTRICT | |||||||
| 1563 MAIN STREET | SKAGWAY | AK | 99840 | $10,400 | DONOR ADVISED FUND DISTRIBUTION | ||
| THE ISLAND INSTITUTE | |||||||
| PO BOX 2420 | SITKA | AK | 99835 | 943057411 | 501(C)(3) | $10,000 | DONOR ADVISED FUND DISTRIBUTION |
| CATHOLIC COMMUNITY SERVICE | |||||||
| 419 6TH STREET | JUNEAU | AK | 99801 | 920042651 | 501(C)(3) | $7,400 | DONOR ADVISED FUND DISTRIBUTION |
| JUNEAU JEWISH COMMUNITY | |||||||
| PO BOX 22071 | JUNEAU | AK | 99802 | 920101655 | 501(C)(3) | $5,291 | DONOR ADVISED FUND DISTRIBUTION |
| FRONT STREET HEALTH CENTER | |||||||
| 225 FRONT STREET SUITE 202 | JUNEAU | AK | 99801 | 464199666 | 501(C)(3) | $5,228 | DONOR ADVISED FUND DISTRIBUTION |
| GOLDBELT HERITAGE FOUNDATION | |||||||
| 3075 VINTAGE BLVD SUITE 200 | JUNEAU | AK | 99801 | 810645819 | 501(C)(3) | $5,000 | DONOR ADVISED FUND DISTRIBUTION |
| COMMUNITIES IN SCHOOLS OF JUNEAU | |||||||
| 2204 DOUGLAS HIGHWAY STE 100 | DOUGLAS | AK | 99824 | 272296396 | 501(C)(3) | $5,000 | DONOR ADVISED FUND DISTRIBUTION |
| JUNEAU COOPERATIVE CHRISTIAN MINISTRY | |||||||
| 247 SOUTH FRANKLIN STREET | JUNEAU | AK | 99801 | 920085663 | 501(C)(3) | $5,000 | DONOR ADVISED FUND DISTRIBUTION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 23 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | POST SECONDARY AND OTHER TUITION SCHOLARSHIPS ARE PAID DIRECTLY TO THE SCHOOLS ON BEHALF ON INDIVIDUAL STUDENTS. | GrantTypeTxt |
| Recipient | 11 | RecipientCnt |
| Cash Grant | $9,450 | CashGrantAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $48,920,956 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 1,824. |