2014-11-06T18:18:57-06:00 2013-12-31 920127098 ELGEE REHFELD MERTZ LLC 9309 GLACIER HWY STE B-200 JUNEAU AK 99801 990 2013-01-01 522395867 JUNEAU COMMUNITY FOUNDATION JUNE 9074633223 350 NORTH FRANKLIN STREET SUITE 2 JUNEAU AK 99801 ROBERT REHFELD TREASURER 9077893178 2014-10-31 1 ROBERT L REHFELD P00104959 9077893178 2014-10-29 2013 2015-11-30 17:44:51Z ROBERT REHFELD 350 NORTH FRANKLIN STREET SUITE 2 JUNEAU AK 99801 653917 0 X HTTP://WWW.JUNEAUCF.ORG X 2000 AK TO SERVE THE EDUCATIONAL AND CHARITABLE NEEDS OF THE JUNEAU COMMUNITY BY PROVIDING A MEANS BY WHICH THE PUBLIC MAY ESTABLISH FUNDS, OR MAKE GIFTS TO ESTABLISHED FUNDS, WHICH ARE ADMINISTERED AS AN AGGREGATE FUND WITH PROVISION FOR DISTRIBUTION OF INCOME AND IN CERTAIN CASES, PRINCIPAL, FOR EDUCATION OR CHARITABLE PURPOSES BY A SINGLE IMPARTIAL COMMITTEE. 13 13 2 0 0 0 702233 585673 14744 15851 22554 50595 -237 -2853 739294 649266 262380 250863 0 0 34252 34724 0 0 0 17506 40498 314138 326085 425156 323181 2298885 2833914 781816 880619 1517069 1953295 X TO SERVE THE EDUCATIONAL AND CHARITABLE NEEDS OF THE JUNEAU COMMUNITY BY PROVIDING A MEANS BY WHICH THE PUBLIC MAY ESTABLISH FUNDS, OR MAKE GIFTS TO ESTABLISHED FUNDS, WHICH ARE ADMINISTERED AS AN AGGREGATE FUND WITH PROVISION FOR DISTRIBUTION OF INCOME AND IN CERTAIN CASES, PRINCIPAL, FOR EDUCATION OR CHARITABLE PURPOSES BY A SINGLE IMPARTIAL COMMITTEE. 0 0 315606 250863 16459 THE FOUNDATION CONTINUED TO GROW THROUGH 2013 WITH THE INITIATION OF FOUR NEW FUNDS FOR A TOTAL OF 41 FUNDS WITH AN ASSET VALUE OF $2.72 MILLION. TOTAL DONATIONS TO LOCAL NONPROFITS WAS OVER $625,810. TWO NEW FIELD OF INTEREST FUNDS WERE ESTABLISHED ALONG WITH TWO NEW DONOR ADVISED FUNDS. 315606 1 1 0 0 0 1 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 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 REED STOOPS BOARD VICE PRESIDENT 1.00 X X 0 0 0 ROBERT REHFELD BOARD TREASURER 2.00 X X 0 0 0 ROBIN SAHNOW 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 CLARK GRUENING 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 MIKE MCKRILL BOARD DIRECTOR 1.00 X 0 0 0 BOB STORER BOARD DIRECTOR 1.00 X 0 0 0 AMY SKILBRED EXECUTIVE DIRECTOR 20.00 X 30000 0 0 30000 0 0 0 0 0 0 0 17545 568128 585673 FUND ADMINISTRATION FE 900099 15851 15851 15851 50595 50595 1190 4651 -3461 -3461 MISCELLANEOUS REFUNDS 900099 608 608 608 649266 16459 0 47134 245863 245863 5000 5000 30000 24000 6000 1275 1275 3449 2647 802 7704 7704 18770 18770 2120 2120 7245 5797 1448 390 390 652 652 738 738 2879 2663 216 326085 315606 10479 0 749363 820879 1336374 1778468 213148 234567 2298885 2833914 28427 326 753389 880293 781816 880619 X 1303921 1718728 213148 234567 1517069 1953295 2298885 2833914 X 323181 91627 21418 X 0 0 0 X 467489 504779 249127 702233 585173 2508801 467489 504779 249127 702233 585173 2508801 2508801 4462 25090 6115 22554 50407 108628 2617429 30595 0.95850 0.98560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20 19 271148 357831 -234885 -180311 1174956 1312627 1 1 0 1 X 434453 357131 57701 178636 3747 666902 329401 164904 26523 77872 8503 434453 259970 123971 1420 53703 2257 329401 213323 80291 1853 35497 259970 78905 100000 5448 17530 166823 0.35170 0.64830 1 0 0 FUNDS HELD WITH ALASKA COMMUNITY FOUNDATION 234567 234567 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. 0 SOUTHEAST ALASKA REGIONAL HEALTH CONSORTIUM 3245 HOSPITAL DRIVE JUNEAU AK 99801 920056274 76000 DONOR ADVISED FUND DISTRIBUTION JUNEAU COMMUNITY FOUNDATION 350 NORTH FRANKLIN ST STE 2 JUNEAU AK 99801 522395867 501(C)(3) 39500 DONOR ADVISED FUND DISTRIBUTION CITYBOROUGH OF JUNEAU 155 SOUTH SEWARD STREET JUNEAU AK 99801 501(C)(3) 20000 DONOR ADVISED FUND DISTRIBUTION DISCOVERY SOUTHEAST PO BOX 21867 JUNEAU AK 99802 920128339 501(C)(3) 13900 DONOR ADVISED FUND DISTRIBUTION CATHOLIC COMMUNITY SERVICE 419 6TH STREET JUNEAU AK 99801 920042651 501(C)(3) 13800 DONOR ADVISED FUND DISTRIBUTION JUNEAU JEWISH COMMUNITY PO BOX 22071 JUNEAU AK 99802 920101655 12501 DONOR ADVISED FUND DISTRIBUTION JUNEAU ARTS AND HUMANITIES COUNCIL PO BOX 20562 JUNEAU AK 99802 237243859 501(C)(3) 12200 DONOR ADVISED FUND DISTRIBUTION JUNEAU COOPERATIVE CHRISTIAN MINISTRY DBA THE GLORY HOLE PO BOX 021997 JUNEAU AK 99801 920085663 501(C)(3) 10000 DONOR ADVISED FUND DISTRIBUTION SKAGWAY SCHOOL DISTRICT PO BOX 497 SKAGWAY AK 99840 501(C)(3) 10000 DONOR ADVISED FUND DISTRIBUTION TRAIL MIX PO BOX 35693 JUNEAU AK 998035693 920145301 501(C)(3) 9246 DONOR ADVISED FUND DISTRIBUTION 8 2 FORM 990, PART VI, SECTION B, LINE 11 ORGANIZATION'S FORM 990 WILL BE REVIEWED BY BOARD PRESIDENT 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 IT 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 21,418.