Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions. Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
TRUSTEES FOR ALASKA
Employer identification number
92-6010379
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization?
................
11g(i)
(ii)
A family member of a person described in (i) above?
......................
11g(ii)
(iii)
A 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of monetary support
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
1,123,410
1,097,803
1,076,547
963,212
753,836
5,014,808
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
0
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
0
4
Total. Add lines 1 through 3
1,123,410
1,097,803
1,076,547
963,212
753,836
5,014,808
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
493,525
6
Public support. Subtract line 5 from line 4.
4,521,283
Section B. Total Support
Calendar year
(or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
7
Amounts from line 4..
1,123,410
1,097,803
1,076,547
963,212
753,836
5,014,808
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
2,083
6,677
2,592
811
1,270
13,433
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
0
10
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
9,818
12,759
20,364
11,945
11,602
66,488
11
Total support (Add lines 7 through 10).
5,094,729
12
Gross receipts from related activities, etc. (see instructions)
..................
12
130,521
13
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.................................................
Section C. Computation of Public Support Percentage
14
Public support percentage for 2013 (line 6, column (f) divided by line 11, column (f))
.........
14
88.744 %
15
Public support percentage for 2012 Schedule A, Part II, line 14
...............
15
90.890 %
16a
33 1/3% support test—2013.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
.......................
b
33 1/3% support test—2012.
If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2013.
If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization
.....................................................
b
10%-facts-and-circumstances test—2012.
If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization
................................................
18
Private foundation.
If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions
.....................................................
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public support (Subtract line 7c from line 6.)
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
9
Amounts from line 6...
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
..
13
Total support. (Add lines 9, 10c, 11, and 12.)..
14
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public support percentage for 2013 (line 8, column (f) divided by line 13, column (f))
.........
15
16
Public support percentage from 2012 Schedule A, Part III, line 15
...............
16
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2013 (line 10c, column (f) divided by line 13, column (f))
......
17
18
Investment income percentage from 2012 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2013.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
........
b
33 1/3% support tests—2012.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
.....
20
Private foundation.
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information.
Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2013
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
TRUSTEES FOR ALASKA
Employer identification number
92-6010379
Return Reference
Explanation
990, PART I, LINE 1:
FOUNDED IN 1974, TRUSTEES FOR ALASKA SERVES THE PUBLIC INTEREST BY PROVIDING LEGAL COUNSEL TO PROTECT AND SUSTAIN ALASKA'S ENVIRONMENT. TRUSTEES FOR ALASKA PROVIDES FREE LEGAL SUPPORT TO CLIENTS WHO WOULD NOT OTHERWISE BE ADEQUATELY REPRESENTED.
FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICES:
FORM 990, PART III, STATEMENT REPORTING CASES LITIGATED BY A PUBLIC
INTEREST LAW FIRM: 1. Nunamta Aulukestai, et al. v. State, Dep't of Nat. Res. Trustees for Alaska represents Nunamta Aulukestai, Ricky Delkittie, Sr., Violet Willson, Bella Hammond, and Victor Fischer in a state court constitutional challenge for lack of public interest analysis and public notice under Article VIII of the Alaska Constitution for upland hardrock exploration and temporary water use permitting at the proposed Pebble Mine Project. Status of the case: Oral argument before the Alaska Supreme Court in December 2013. Awaiting decision. 2. Alaska Community Action on Toxics, et al. v. Aurora Energy Servs., LLC, et al. Trustees for Alaska represents Alaska Community Action on Toxics and the Alaska Chapter of the Sierra Club in a citizen suit in federal district court under the Clean Water Act for unpermitted pollutant discharges from the Seward Coal Loading Facility. Status of the case: Ninth Circuit Court of Appeals ruled in favor of plaintiffs, finding that permitting exception does not apply under the Clean Water Act. Case remanded to U.S. District Court for the District of Alaska. 3. Pebble Limited Partnership v. Lake and Peninsula Borough, et al. Trustees for Alaska represents Nunamta Aulukestai as amicus curiae in a state court challenge by a mining company to a local citizen initiative requiring approval of a conditional use permit before mining is allowed in the Borough. Amicus supports the Defendant Lake and Peninsula Borough and Borough Clerk to uphold the citizen initiative. Status of case: Superior Court ruled against plaintiffs, finding that the State of Alaska regulates large-scale mining. The case was appealed to the Alaska Supreme Court. Briefing underway. 4. Chuitna Citizens Coalition, et al. v. Alaska Dept. of Natural Resources. Trustees for Alaska represents Plaintiffs Chuitna Citizens Coalition and Cook Inletkeeper in state court challenge against the Alaska Department of Natural Resources for its unreasonable and unlawful delay in adjudicating pending instream flow reservation applications. Status of the case: Superior Court ruled for plaintiffs and required the State of Alaska to adjudicate pending instream flow reservation applications under judicial supervision. 5. Nunamta Aulukestai, et al. v. State, Dep't of Nat. Res. Trustees for Alaska represents Nunamta Aulukestai, Ricky Delkittie, Sr., Violet Willson, Bella Hammond, and Victor Fischer in a Petition for Review before the Alaska Supreme Court challenging the trial court's discovery order regarding attorneys' fees sought by the State and Pebble Limited Partnership. Status of the case: Oral argument before the Alaska Supreme Court in December 2013. Awaiting decision. 6. Cook Inletkeeper, et al. v. U.S. Army Corps of Engineers. Trustees for Alaska represents Cook Inletkeeper, Sierra Club, and Alaska Survival in a federal district court challenge of the Section 404 permit issued by the Army Corps for the Port Mackenzie rail extension project. Status of the case: Court ruled against plaintiffs, finding wetlands analysis sufficient and permit valid. No appeal taken. Case closed. 7. Kunaknana, et al. v. U.S. Army Corps of Engineers, et al. Trustees for Alaska represents Sam Kunaknana, Clarence Ahnupkana, Robert Nukapigak, Martha Itta, and John Nicholls, residents of the Native village of Nuiqsut in a federal district court challenge of the Section 404 permit and lack of environmental review under the National Environmental Policy Act (NEPA) for a bridge and oil and gas development that are part of ConocoPhillips' Alpine Satellites Project. Status of the case: Court found NEPA analysis insufficient and required further briefing. Preliminary injunction motion filed and denied. Awaiting decision. 8. Sturgeon, et al. v. Masica, et al. Trustees for Alaska represents the National Parks Conservation Association as amicus curiae in a federal district court challenge to the National Park Service's authority to regulate activities on navigable waters within Park boundaries. Amicus supports the Defendant National Park Service's authority. Status of the case: Case consolidated with Case #9 at the Ninth Circuit Court of Appeals. Amicus status granted; briefing and oral argument complete. 9. Wilde v. Masica, et al. Trustees for Alaska represents the National Parks Conservation Association as amicus curiae in a federal district court challenge to the National Park Service's authority to regulate activities on navigable waters within Park boundaries. Amicus supports the Defendant National Park Service's authority. Status of the case: Case consolidated with Case #8 at the Ninth Circuit Court of Appeals. Amicus status granted; briefing and oral argument complete. 10. State of Alaska v. Jewell. Trustees for Alaska represents the Gwich'in Steering Committee, Alaska Wilderness League, Center for Biological Diversity, Defenders of Wildlife, Natural Resources Defense Council, Northern Alaska Environmental Center, Resisting Environmental Destruction on Indigenous Lands, Sierra Club, and The Wilderness Society as Defendant-Intervenors in the State of Alaska's challenge to the Department of the Interior's denial of its application to conduct seismic exploration activities for oil and gas on the Coastal Plain of the Arctic National Wildlife Refuge. Defendant-Intervenors support the Federal government's position that the activities are illegal. Status of the case: Summary judgment briefing in progress. 11. Agdaagux Tribe of King Cove, et al. v. Jewell. Trustees for Alaska represents The Wilderness Society, Defenders of Wildlife, Wilderness Watch, Center for Biological Diversity, Friends of Alaska National Wildlife Refuges, the National Audubon Society, the National Wildlife Refuge Association, and the Sierra Club as Defendant-Intervenors in a lawsuit challenging the Department of the Interior's denial of a land exchange and road project in Izembek National Wildlife Refuge. Defendant-Intervenors support the Federal government's decision to protect designated Wilderness. Status of the case: Motion to dismiss briefing in progress. 12. Pebble Limited Partnership v. U.S. Environmental Protection Agency. Trustees for Alaska represents Nunamta Aulukestai as a Defendant-Intervenor in legal challenge to EPA undertaking process to restrict or prohibit large-scale hardrock mining under section 404(c) of the Clean Water Act at the proposed Pebble Mine Project in the Bristol Bay region of Alaska. Defendant-Intervenor supports EPA's authority. Status of the case: U.S. District Court for the District of Alaska granted motion to dismiss case as premature due to lack of final agency action.
FORM 990, PART VI, SECTION B, LINE 11:
THE FORM 990S FOR BOTH TRUSTEES FOR ALASKA AND THE TRUSTEES FOR ALASKA ENDOWMENT FUND ARE REVIEWED BY THE FULL BOARD OF TRUSTEES FOR ALASKA (WHICH INCLUDES ALL MEMBERS OF THE BOARD OF THE TRUSTEES FOR ALASKA ENDOWMENT FUND) AND THE EXECUTIVE DIRECTOR OF TRUSTEES FOR ALASKA BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12C:
A CONFLICT OF INTEREST SURVEY IS HANDED OUT TO BOARD MEMBERS AT THE ANNUAL MEETING AND TO EMPLOYEES DURING EMPLOYEE REVIEWS.
FORM 990, PART VI, SECTION B, LINE 15:
THE BOARD USED SALARY SURVEYS AND RECOMMENDATIONS FROM HIRING CONSULTANTS.
FORM 990, PART VI, SECTION C, LINE 19:
THE DOCUMENTS ARE AVAILABLE AT THE ORGANIZATION'S ANCHORAGE OFFICE UPON REQUEST.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.