Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2010
For calendar year 2010, or tax year beginning 01-01-2010 , and ending 12-31-2010
G
Check all that apply:
Name of foundation
HUNA HERITAGE FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)9301 GLACIER HIGHWAY   Room/suite
City or town, state, and ZIP code
JUNEAU, AK99801
A Employer identification number

94-3113818
B Telephone number (see page 10 of the instructions)

(907) 523-3682
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$315,781
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 241,844
2 Check bullet
3 Interest on savings and temporary cash investments 121 121  
4 Dividends and interest from securities......      
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications........... 1,000
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 1,152 0  
12 Total. Add lines 1 through 11........ 243,117 121 1,000
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 57,891 0   46,341
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 5,595 0   5,595
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 29,130 150   24,000
c Other professional fees (attach schedule).... 11,750 0   11,750
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) 5,099 0   5,099
19 Depreciation (attach schedule) and depletion... 3,428 0  
20 Occupancy.............. 13,150 0   7,500
21 Travel, conferences, and meetings....... 29,620 0   29,620
22 Printing and publications.......... 1,276 0   1,276
23 Other expenses (attach schedule)....... 25,910 40   24,400
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 182,849 190   155,581
25 Contributions, gifts, grants paid........ 75,693 75,693
26 Total expenses and disbursements. Add lines 24 and 25 258,542 190   231,274
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -15,425
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)... 1,000
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2010)
Form 990-PF (2010)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 11,993 8,364 8,364
2 Savings and temporary cash investments.......... 53,252 54,861 54,861
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use............... 1,323 2,377 2,377
9 Prepaid expenses and deferred charges........... 57    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........      
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet300,873
Less: accumulated depreciation (attach schedule) bullet50,694 253,608 Click to see attachment250,179 250,179
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 320,233 315,781 315,781
Liabilities 17 Accounts payable and accrued expenses.......... 2,556 11,029
18 Grants payable...................    
19 Deferred revenue.................. 1,000 3,500
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 3,556 14,529
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 316,677 301,252
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 316,677 301,252
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 320,233 315,781
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 316,677
2 Enter amount from Part I, line 27a...................... 2 -15,425
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 301,252
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 301,252
Form 990-PF (2010)
Form 990-PF (2010)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . .
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2009 201,755 64,785 3.114224
2008 250,247 52,211 4.792994
2007 218,189 53,510 4.077537
2006 229,587 48,747 4.709767
2005 217,041 48,605 4.465405
2 Total of line 1, column (d) ...................... 2 21.159927
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
. . .
3 4.231985
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 61,949
5 Multiply line 4 by line 3....................... 5 262,167
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 0
7 Add lines 5 and 6......................... 7 262,167
8 Enter qualifying distributions from Part XII, line 4.............. 8 231,274
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2010)
Form 990-PF (2010)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 0
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 0
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a  
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet   Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?.............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletAK
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV...........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletHUNA HERITAGE FOUNDATION Telephone no.bullet (907) 523-3682
    Located atbullet9301 GLACIER HIGHWAYJUNEAUAK ZIP+4bullet99801
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2010, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2010?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2010, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2010?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2010 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2010.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2010?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
    Yes
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    KATHRYN HURTLEY EXECUTIVE DIRECTOR
    40.00
    46,341 5,595 0
    9301 GLACIER HIGHWAY
    JUNEAU,AK99801
    MARLENE JOHNSON CHAIRMAN
    3.00
    4,250 0 0
    9301 GLACIER HIGHWAY
    JUNEAU,AK99801
    GRACE VILLARREAL TREASURER/SECRETARY
    3.00
    2,750 0 0
    9301 GLACIER HIGHWAY
    JUNEAU,AK99801
    GORDON GREENWALD VICE CHAIRMAN
    3.00
    4,250 0 0
    9301 GLACIER HIGHWAY
    JUNEAU,AK99801
    PAUL WHITE JR TRUSTEE
    1.00
    0 0 0
    9301 GLACIER HIGHWAY
    JUNEAU,AK99801
    WILLIAM O SHEAKLEY TRUSTEE
    1.00
    300 0 0
    9301 GLACIER HIGHWAY
    JUNEAU,AK99801
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    0
    b
    Average of monthly cash balances.......................
    1b
    62,892
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    62,892
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) ..............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d..........................
    3
    62,892
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    943
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    61,949
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    3,097
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    3,097
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
     
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    0
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,097
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    1,000
    5
    Add lines 3 and 4.............................
    5
    4,097
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1.................................
    7
    4,097
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    231,274
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes................................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    231,274
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    231,274
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus
    (b)
    Years prior to 2009
    (c)
    2009
    (d)
    2010
    1 Distributable amount for 2010 from Part XI, line 7 4,097
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2010:
    a From 2005....... 214,613
    b From 2006....... 227,151
    c From 2007....... 213,516
    d From 2008....... 247,636
    e From 2009....... 198,516
    fTotal of lines 3a through e......... 1,101,432
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 231,274
    a Applied to 2009, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)
    0
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...
    0
    d Applied to 2010 distributable amount..... 4,097
    e Remaining amount distributed out of corpus 227,177
    5 Excess distributions carryover applied to 2010. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,328,609
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...
    0
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........
    0
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........
    0
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............
    214,613
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......
    1,113,996
    10 Analysis of line 9:
    a Excess from 2006.... 227,151
    b Excess from 2007.... 213,516
    c Excess from 2008.... 247,636
    d Excess from 2009.... 198,516
    e Excess from 2010.... 227,177
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2010, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2010 (b) 2009 (c) 2008 (d) 2007
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    HUNA HERITAGE FOUNDATION
    9301 GLACIER HIGHWAY
    JUNEAU,AK99801
    (907) 789-1896
    bThe form in which applications should be submitted and information and materials they should include:
    SEE ATTACHED STATEMENTS 14-32
    cAny submission deadlines:
    SEE ATTACHED STATEMENTS 14 AND 21
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE ATTACHED STATEMENTS 14, 21, AND 25
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    BRADFORD DYBDAHL
    5984 NORTH ST
    JUNEAU,AK99801
    NONE   EDUCATIONAL SCHOLARSHIP 2,000
    CATHERINE MONTANTES
    200 S UNIVERSITY AVE
    LITTLE ROCK,AR72205
    NONE   EDUCATIONAL SCHOLARSHIP 1,000
    CHRIS MESERVE
    8752 HALOFF WAY 3
    JUNEAU,AK99801
    DAUGHTER OF BOARD MEMBER   EDUCATIONAL SCHOLARSHIP 1,000
    CHRISTOPHER MILLS JR
    PO BOX 111
    HOONAH,AK99829
    NONE   EDUCATIONAL SCHOLARSHIP 2,000
    CLARISSA RIZAL
    PO BOX 211453
    JUNEAU,AK99801
    NONE   EDUCATIONAL SCHOLARSHIP 1,000
    MACAYLA CLOYD
    PO BOX 871883
    WASILLA,AK99687
    NONE   EDUCATIONAL SCHOLARSHIP 1,000
    DAWSON AMERMAN
    1565 S LEVICK ST 12
    MOSCOW,ID83552
    NONE   EDUCATIONAL SCHOLARSHIP 2,000
    DJ MAZON
    7337 E 6TH AVE C
    ANCHORAGE,AK99504
    NONE   EDUCATIONAL SCHOLARSHIP 1,000
    ERIC SELE
    8518 FOREST LANE
    JUNEAU,AK99801
    NONE   EDUCATIONAL SCHOLARSHIP 1,000
    FRED GRANT JR
    5060 N DOUGLAS HIGHWAY 6
    JUNEAU,AK99801
    NONE   EDUCATIONAL SCHOLARSHIP 1,500
    LESLIE DALTON
    PO BOX 34646
    JUNEAU,AK99801
    NONE   EDUCATIONAL SCHOLARSHIP 2,000
    IAN RODGERS
    419 BAWDEN STREET
    KETCHIKAN,AK99901
    NONE   EDUCATIONAL SCHOLARSHIP 1,000
    JANESSA WILLIARD
    PO BOX 870302
    WASILLA,AK99687
    NONE   EDUCATIONAL SCHOLARSHIP 1,000
    JESSIE DYBDAHL
    BO BOX 277
    HOONAH,AK99829
    NONE   EDUCATIONAL SCHOLARSHIP 2,000
    JILL MESERVE
    PO BOX 377
    HOONAH,AK99829
    GRANDDAUGHTER OF BOARD MEMBER   EDUCATIONAL SCHOLARSHIP 1,000
    JOEL MCLEAN
    4446 TRAFALGAR AVE
    JUNEAU,AK99801
    NONE   EDUCATIONAL SCHOLARSHIP 1,000
    JOHANNA DYBDAHL
    PO BOX 203
    HOONAH,AK99829
    NONE   EDUCATIONAL SCHOLARSHIP 173
    JOHN WHITE JR
    8421 E 3RD AVE 4
    ANCHORAGE,AK99504
    NONE   EDUCATIONAL SCHOLARSHIP 1,000
    JORDAN CORONELL
    PO BOX 21195
    JUNEAU,AK99802
    NONE   EDUCATIONAL SCHOLARSHIP 1,000
    JORDAN SMITH
    1122 NW DAVIS ST
    PORTLAND,OR97205
    NONE   EDUCATIONAL SCHOLARSHIP 1,000
    JORDON CORNONELL
    PO BOX 21195
    JUNEAU,AK99801
    NONE   EDUCATIONAL SCHOLARSHIP 1,000
    KARINDA PERDON
    3119 KILLEWICH DR
    JUNEAU,AK99801
    NONE   EDUCATIONAL SCHOLARSHIP 980
    KATRINA KEARNEY
    3585 EAST END RD 6
    HOMER,AK99603
    NONE   EDUCATIONAL SCHOLARSHIP 1,000
    LILY HUDSON
    PO BOX 24223
    SANTA FE,NM87502
    NONE   EDUCATIONAL SCHOLARSHIP 2,000
    LYLE COUTLEE
    PO BOX 234
    HOONAH,AK99829
    NONE   EDUCATIONAL SCHOLARSHIP 2,000
    LYLE JAMES
    5915 SUNSET ST
    JUNEAU,AK99801
    NONE   EDUCATIONAL SCHOLARSHIP 1,000
    MAYA FULMER
    8 MEADOWLARK SPUR
    OROVILLE,WA98844
    NONE   EDUCATIONAL SCHOLARSHIP 2,000
    MELISSA MARVIN
    2906 WEST 30TH AVE 15
    ANCHORAGE,AK99517
    NONE   EDUCATIONAL SCHOLARSHIP 2,000
    MICHELLE LOVE
    5905 CHURCHILL CT 16
    JUNEAU,AK99801
    NONE   EDUCATIONAL SCHOLARSHIP 1,000
    NATALIE PFEIFER
    2901 BARANOF AVE
    KETCHIKAN,AK99901
    NONE   EDUCATIONAL SCHOLARSHIP 2,000
    NICOLE WOOTEN
    PO BOX 185
    KAKE,AK99830
    NONE   EDUCATIONAL SCHOLARSHIP 1,000
    PAULA DRAKE
    4117 LANA COURT
    ANCHORAGE,AK99508
    GRANDDAUGHTER OF BOARD MEMBER   EDUCATIONAL SCHOLARSHIP 2,000
    PEDRO MOJICA
    1461 N TANZANITE ST
    POST FALLS,ID83854
    NONE   EDUCATIONAL SCHOLARSHIP 2,000
    RALPH REFUERZO
    9192 JAMES BLVD 2
    JUNEAU,AK99801
    NONE   EDUCATIONAL SCHOLARSHIP 1,000
    RALPHENIA RAMONA KNUDSON
    7171 S CHEROKEE TRAIL 2115
    AURORA,CO80016
    NONE   EDUCATIONAL SCHOLARSHIP 125
    RICHARD WOLFE
    PO BOX 1741
    NIXON,MO60714
    NONE   EDUCATIONAL SCHOLARSHIP 2,000
    SAMANTHA SHANAHAN
    910 NE PROVIDENCE CT
    PULLMAN,WA99163
    NONE   EDUCATIONAL SCHOLARSHIP 2,000
    SKYLER MAZON
    2329 N GLENISLE A
    DURANGO,CO81301
    NONE   EDUCATIONAL SCHOLARSHIP 3,825
    TANYA GALLANT
    4047 GRANITE DR
    JUNEAU,AK99801
    NONE   EDUCATIONAL SCHOLARSHIP 1,000
    TERESA M BYSTRON
    7337 E 6TH AVE C
    ANCHORAGE,AK99504
    NONE   EDUCATIONAL SCHOLARSHIP 1,000
    THOMAS HUGHES
    4795 PALO VERDE AVE
    FAIRBANKS,AK99709
    NONE   EDUCATIONAL SCHOLARSHIP 2,000
    TIFFANY MURPHY
    1428 HILLCREST DR
    ANCHORAGE,AK99503
    NONE   EDUCATIONAL SCHOLARSHIP 1,000
    TINA CLOYD
    PO BOX 871883
    WASILLA,AK99687
    NONE   EDUCATIONAL SCHOLARSHIP 2,000
    TREANA WHITE
    PO BOX 358
    HOONAH,AK99829
    NONE   EDUCATIONAL SCHOLARSHIP 2,000
    TRINA WICK
    421 B ANDREWS
    SITKA,AK99835
    NONE   EDUCATIONAL SCHOLARSHIP 1,000
    VANCE FELTON
    4272 SADDLEWOOD FOREST DRIVE
    WINSTONSALEM,OR97756
    NONE   EDUCATIONAL SCHOLARSHIP 2,000
    GAAXW X'AAYI DANCERSWILLIAM WILSON
    C/O HHF 9301 GLACIER HIGHWAY
    JUNEAU,AK99801
        FESTIVAL OF NATIVE ARTS, CELEBRATION 10 1,400
    AWARE INC
    PO BOX 20809
    JUNEAU,AK99802
      PUBLIC CHARITY CONTRIBUTION TO SUPPORT NON-PROFIT ORGANIZATION'S MISSION 200
    ALASKA NATIVE BROTHERHOODSISTERHOOD CAMP #70
    PO BOX 020077
    JUNEAU,AK99802
      PUBLIC CHARITY GENERAL CONTRIBUTION TO SUPPORT THE ORGANIZATION'S MISSION 100
    ALASKA NATIVE BROTHERHOODSISTERHOOD CAMP #70
    PO BOX 020077
    JUNEAU,AK99802
      PUBLIC CHARITY 2010 CHRISTMAS TREE CONTRIBUTION 500
    BIG BROTHERSBIG SISTERS OF HOONAH
    321 HARBOR WAY
    HOONAH,AK99829
      PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S CHARITABLE MISSION 500
    HOONAH CITY SCHOOLS
    366 GARTEENI HIGHWAY
    HOONAH,AK99829
        GENERAL DONATION TO SUPPORT THE SCHOOLS 100
    JUNEAU SCHOOL DISTRICT
    10014 CRAZY HORSE DRIVE
    JUNEAU,AK99801
        TO SUPPORT THE HARBORVIEW SCHOOL TLINGIT LANGUAGE PROGRAM 100
    THE GLORY HOLE SHELTER
    247 S FRANKLIN STREET
    JUNEAU,AK99801
      PUBLIC CHARITY GENERAL CONTRIBUTION TO SUPPORT THE ORGANIZATION'S MISSION 100
    MT FAIRWEATHER DANCERS
    PO BOX 221
    HOONAH,AK99829
      PUBLIC CHARITY 2010 DANCE GROUP TO CELEBRATION CONTRIBUTION 1,200
    HOONAH SENIOR CENTER
    C/O HHF 9301 GLACIER HIGHWAY
    JUNEAU,AK99801
      PUBLIC CHARITY CW ELDER TRANSPORT/ FUNDS FOR GIFTS DECEMBER 2010 600
    CITY OF HOONAH
    PO BOX 360
    HOONAH,AK99829
        HOONAH KIDS AND FAMILY FISHING DERBY 200
    DUCK POINT DANCERS
    C/O HHF 9301 GLACIER HIGHWAY
    JUNEAU,AK99801
      PUBLIC CHARITY CELEBRATION 2010 DANCERS REGISTRATION - 23 PARTICIPANTS 230
    MT FAIRWEATHER DANCERS
    C/O HHF 9301 GLACIER HIGHWAY
    JUNEAU,AK99801
      PUBLIC CHARITY CELEBRATION 2010 DANCERS REGISTRATION - 25 PARTICIPANTS 250
    SOUTH ALASKA NATIVE VETERANS
    C/O HHF 9301 GLACIER HIGHWAY
    JUNEAU,AK99801
      PUBLIC CHARITY MEMORIAL DAY CELEBRATION DONATION 100
    CITY OF HOONAH
    PO BOX 360
    HOONAH,AK99829
        FOURTH OF JULY COMMITTEE 250
    FRATERNAL ORDER OF ALASKA STATE TROOPERS
    PO BOX 100280
    ANCHORAGE,AK995100280
        1/4 PAGE PROGRAM BOOK 320
    CITYBOROUGH OF JUNEAU PARKS AND RECREATION
    155 S SEWARD STREET
    JUNEAU,AK99801
        CBJ-DIVISION I BASKETBALL SPONSORSHIP 840
    ALASKA BUSINESS DEVELOPMENT CENTER
    840 K STREET SUITE 202
    ANCHORAGE,AK99501
      PUBLIC CHARITY 2011 VOLUNTEER TAX AND LOAN PROGRAM 1,500
    JUNEAU DOUGLAS HIGH SCHOOL
    10014 CRAZY HORSE DRIVE
    JUNEAU,AK99801
        2011 JDHS DANCE TEAM SPONSORSHIP BANNER 300
    FALCONS FULL COURT CLUB
    C/O 10014 CRAZY HORSE DRIVE
    JUNEAU,AK99801
        HTC CITY LEAGUE BASKETBALL TEAM SPONSORSHIP 300
    ALASKA NATIVE SISTERHOOD CAMP #12
    C/O HHF 9301 GLACIER HIGHWAY
    JUNEAU,AK99801
      PUBLIC CHARITY 2010 CHRISTMAS TREE CONTRIBUTION 1,000
    Total .................................bullet 3a 75,693
    bApproved for future payment
    Total ..................................bullet 3b 0
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 121  
    4 Dividends and interest from securities....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory          
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aMISC REVENUE     01 152  
    bSCHOLARSHIP RECOVERY     01 1,000  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,273 0
    13Total. Add line 12, columns (b), (d), and (e)...................
    131,273
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash....................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements............................
    1b(4)
     
    No
    (5) Loans or loan guarantees..............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2010)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2010
    Name of organization
    HUNA HERITAGE FOUNDATION
     
    Employer identification number

    94-3113818
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule—
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
    Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part I
    Name of organization
    HUNA HERITAGE FOUNDATION
     
    Employer identification number

    94-3113818
    Part I
    Contributors (see Instructions)
         
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Aggregate contributions
    (d)
    Type of contribution
    1
     
     

    HUNA TOTEM CORPORATION    
    9301 GLACIER HIGHWAY SUITE 200
       
    JUNEAU, AK   99801

    $192,599




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Aggregate contributions
    (d)
    Type of contribution
     
     
     

         
     
       

    $  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Aggregate contributions
    (d)
    Type of contribution
     
     
     

         
     
       

    $  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Aggregate contributions
    (d)
    Type of contribution
     
     
     

         
     
       

    $  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Aggregate contributions
    (d)
    Type of contribution
     
     
     

         
     
       

    $  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Aggregate contributions
    (d)
    Type of contribution
     
     
     

         
     
       

    $  




    (Complete Part II if there is
    a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part II
    Name of organization
    HUNA HERITAGE FOUNDATION
     
    Employer identification number

    94-3113818
    Part II
    Noncash Property (see Instructions)
         
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part III
    Name of organization
    HUNA HERITAGE FOUNDATION
     
    Employer identification number

    94-3113818
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
    (a) No.
    from
    Part I
    (b)
    Purpose of gift
    (c)
    Use of gift
    (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I
    (b)
    Purpose of gift
    (c)
    Use of gift
    (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I
    (b)
    Purpose of gift
    (c)
    Use of gift
    (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I
    (b)
    Purpose of gift
    (c)
    Use of gift
    (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2010 AccountingFeesSchedule
    Name:
    HUNA HERITAGE FOUNDATION
    EIN: 94-3113818
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING AND TAX SERVICES 29,130 150   24,000

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2010 DepreciationSchedule
    Name:
    HUNA HERITAGE FOUNDATION
    EIN: 94-3113818
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    MISC FURNITURE AND EQUIP 2003-03-19 21,768 19,542 SL 15.000000000000 1,596 0    
    WEBSITE CREATION 2001-10-14 2,305 2,305 SL 5.000000000000 0 0    
    BUILDING 2000-08-19 55,000 25,418 SL 30.000000000000 1,833 0    
    LAND   221,800   L   0 0    

    TY 2010 LandEtcSchedule2
    Name:
    HUNA HERITAGE FOUNDATION
    EIN: 94-3113818
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    MISC FURNITURE AND EQUIP 21,768 21,138 630 0
    WEBSITE CREATION 2,305 2,305   0
    BUILDING 55,000 27,251 27,749 0
    LAND 221,800 0 221,800 0


    TY 2010 OtherExpensesSchedule
    Name:
    HUNA HERITAGE FOUNDATION
    EIN: 94-3113818
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    HONORARIUM 8,434 0   8,434
    POSTAGE/FREIGHT 657 0   657
    SUPPLIES 5,196 0   5,196
    TELEPHONE 537 0   537
    LICENSE/FEES 101 0   101
    INSURANCE 613 0   613
    DUES 499 0   499
    SERVICE CHARGES 82 40   42
    MISCELLANEOUS EXPENSES 1,470 0   0
    PROMOTIONAL 5,686 0   5,686
    YOUTH LEADERSHIP 1,000 0   1,000
    ADVERTISING 1,130 0   1,130
    OFFICE EQUIPMENT 505 0   505


    TY 2010 OtherIncomeSchedule2
    Name:
    HUNA HERITAGE FOUNDATION
    EIN: 94-3113818
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISC REVENUE 152   152
    SCHOLARSHIP RECOVERY 1,000   1,000


    TY 2010 OtherProfessionalFeesSchedule
    Name:
    HUNA HERITAGE FOUNDATION
    EIN: 94-3113818
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SELECTION COMMITTEE 600 0   600
    OTHER PROFESSIONAL 11,150 0   11,150


    TY 2010 TaxesSchedule
    Name:
    HUNA HERITAGE FOUNDATION
    EIN: 94-3113818
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 5,099 0   5,099