-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
ATWOOD FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)
301 W NORTHERN LIGHTS BLVD NO 412
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ANCHORAGE
,
AK
99503
A Employer identification number
92-6002571
B
Telephone number (see instructions)
(907) 743-2800
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
43,172,729
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
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 instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
500,000
2
Check
.............
3
Interest on savings and temporary cash investments
19
19
4
Dividends and interest from securities
...
273,042
983,792
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
1,105,846
b
Gross sales price for all assets on line 6a
4,666,999
7
Capital gain net income (from Part IV, line 2)
...
1,186,688
8
Net short-term capital gain
.........
9
Income modifications
...........
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)
.......
771,215
17,646
12
Total.
Add lines 1 through 11
........
2,650,122
2,188,145
13
Compensation of officers, directors, trustees, etc.
73,500
0
73,208
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
35,535
15,991
19,379
c
Other professional fees (attach schedule)
....
231,812
435,744
0
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
60,250
7,839
0
19
Depreciation (attach schedule) and depletion
...
1,594
0
20
Occupancy
..............
25,420
0
23,314
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
42,503
30,170
9,922
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
470,614
489,744
125,823
25
Contributions, gifts, grants paid
.......
1,663,810
1,779,215
26
Total expenses and disbursements.
Add lines 24 and 25
2,134,424
489,744
1,905,038
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
515,698
b
Net investment income
(if negative, enter -0-)
1,698,401
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
2,710,573
3,510,638
3,510,638
3
Accounts receivable
150,000
Less: allowance for doubtful accounts
150,000
150,000
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
498,670
501,210
501,210
b
Investments—corporate stock (attach schedule)
.......
10,593,144
13,162,197
13,162,197
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
23,533,182
25,825,420
25,825,420
14
Land, buildings, and equipment: basis
16,666
Less: accumulated depreciation (attach schedule)
9,959
8,301
6,707
6,707
15
Other assets (describe
)
16,557
16,557
16,557
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
37,360,427
43,172,729
43,172,729
17
Accounts payable and accrued expenses
..........
257,065
136,667
18
Grants payable
.................
200,000
210,000
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
457,065
346,667
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
36,903,362
42,826,062
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
36,903,362
42,826,062
30
Total liabilities and net assets/fund balances
(see instructions)
.
37,360,427
43,172,729
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 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
36,903,362
2
Enter amount from Part I, line 27a
.....................
2
515,698
3
Other increases not included in line 2 (itemize)
3
5,407,002
4
Add lines 1, 2, and 3
..........................
4
42,826,062
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
42,826,062
Form
990-PF
(2019)
Form 990-PF (2019)
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.)
1 a
ALTERNATIVE INVESTMENTS
P
b
PUBLICLY TRADED SECURITIES
c
CAPITAL GAINS DIVIDENDS
P
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
2,313,064
1,393,923
919,141
b
2,308,559
2,086,388
222,171
c
45,376
45,376
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
919,141
b
222,171
c
45,376
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
1,186,688
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 instructions). If (loss), enter -0-
in Part I, line 8
...................
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?
Yes
No
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 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))
2018
1,977,422
39,545,973
0.050003
2017
1,574,148
36,636,786
0.042966
2016
1,410,433
32,437,297
0.043482
2015
1,503,230
33,318,116
0.045117
2014
1,326,249
32,098,703
0.041318
2
Total
of line 1, column (d)
.....................
2
0.222886
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.044577
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
40,309,198
5
Multiply line 4 by line 3
......................
5
1,796,863
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
16,984
7
Add lines 5 and 6
........................
7
1,813,847
8
Enter qualifying distributions from Part XII, line 4
,.............
8
1,905,038
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.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
16,984
here
and 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
16,984
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
16,984
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
95,730
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
55,000
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
150,730
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
133,746
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
70,000
Refunded
11
63,746
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 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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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
Yes
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
Yes
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 instructions)
AK
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 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
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
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
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 instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
WWW.ATWOODFOUNDATION.ORG
14
The books are in care of
LATASH INVESTMENTS LLC
Telephone no.
(907) 743-2800
Located at
301 W NORTHERN LIGHTS BLVD 412
ANCHORAGE
AK
ZIP+4
99503
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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 instructions
........
1b
No
Organizations relying on a current notice regarding disaster assistance check here
........
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 2019?
.............
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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 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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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 instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
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 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
EDWARD RASMUSON
CHAIRMAN
1.50
0
0
0
301 W NORTHERN LIGHTS BLVD
ANCHORAGE
,
AK
99503
DAVID TOBIN
VICE CHAIRMAN
0.50
0
0
0
301 W NORTHERN LIGHTS BLVD
ANCHORAGE
,
AK
99503
NANCY HARBOUR
TREASURER
1.50
0
0
0
301 W NORTHERN LIGHTS BLVD
ANCHORAGE
,
AK
99503
CAROLYN HEYMAN
SECRETARY
0.50
0
0
0
301 W NORTHERN LIGHTS BLVD
ANCHORAGE
,
AK
99503
MEGAN BALDINO
DIRECTOR
0.50
0
0
0
301 W NORTHERN LIGHTS BLVD
ANCHORAGE
,
AK
99503
MARIA DOWNEY
DIRECTOR
0.50
0
0
0
301 W NORTHERN LIGHTS BLVD
ANCHORAGE
,
AK
99503
SPENCER SHROYER
DIRECTOR
0.50
0
0
0
301 W NORTHERN LIGHTS BLVD
ANCHORAGE
,
AK
99503
TIM THOMPSON
DIRECTOR
0.50
0
0
0
301 W NORTHERN LIGHTS BLVD
ANCHORAGE
,
AK
99503
NATASHA VON IMHOF
DIRECTOR
0.50
0
0
0
301 W NORTHERN LIGHTS BLVD
ANCHORAGE
,
AK
99503
IRA PERMAN
MANAGER
18.00
73,208
0
0
301 W NORTHERN LIGHTS BLVD
ANCHORAGE
,
AK
99503
2
Compensation of five highest-paid employees (other than those included on line 1—see 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
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
LATASH INVESTMENTS LLC
INVESTMENT MANAGEMENT
190,959
301 W NORTHERN LIGHTS BLVD 412
ANCHORAGE
,
AK
99503
NEWSBANK INC
GRANTS ARCHIVAL
125,405
PO BOX 1130
CHESTER
,
VT
05143
Total
number of others receiving over $50,000 for professional services
.............
0
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
Part IX-B
Summary of Program-Related Investments
(see 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 instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see 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
24,254,692
b
Average of monthly cash balances
.......................
1b
2,071,011
c
Fair market value of all other assets (see instructions)
................
1c
14,597,341
d
Total
(add lines 1a, b, and c)
.........................
1d
40,923,044
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
40,923,044
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
613,846
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
40,309,198
6
Minimum investment return.
Enter 5% of line 5
..................
6
2,015,460
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
2,015,460
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
16,984
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
16,984
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
1,998,476
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
1,998,476
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
1,998,476
Part XII
Qualifying Distributions
(see 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
1,905,038
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
1,905,038
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 instructions
.................
5
16,984
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
1,888,054
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
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
1,998,476
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
79,137
f
Total
of lines 3a through e
........
79,137
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
1,905,038
a
Applied to 2018, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
1,905,038
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
79,137
79,137
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
0
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 instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
14,301
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see 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 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2019
(b)
2018
(c)
2017
(d)
2016
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 foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
ATWOOD FOUNDATION ATTN IRA PERMAN
301 W NORTHERN LIGHTS BLVD 440
ANCHORAGE
,
AK
99503
(907) 274-4900
b
The form in which applications should be submitted and information and materials they should include:
WRITTEN REQUEST STATING NEEDS
c
Any submission deadlines:
DECEMBER 31 ANNUALLY
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
TAX-EXEMPT CHARITABLE ORGANIZATIONS, ALASKAN ORGANIZATIONS PREFERRED
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
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)
a
Paid during the year
ADP COMMUNITY SERVICES
333 WEST 4TH AVENUE SUITE 317
ANCHORAGE
,
AK
99501
PC
2020 NEW YEAR'S EVE DOWNTOWN CELEBRATION
20,000
ALASKA ARTS SOUTHEAST INC
PO BOX 3086
SITKA
,
AK
99835
PC
2019 LOW INCOME SUMMER CAMP SCHOLARSHIPS
15,000
ALASKA AVIATION HERITAGE MUSEUM
4721 AIRCRAFT DRIVE
ANCHORAGE
,
AK
99502
PC
IT ENHANCEMENTS
13,000
ALASKA CENTER FOR THE PERFORMING ARTS
621 W 6TH AVENUE
ANCHORAGE
,
AK
99501
PC
EXTERIOR LIGHT CIRCLE UPGRADES, STAGE HOUSE EXTERIOR LIGHTING, EXPANSION OF THE LOBBY SPACES
25,000
ALASKA CHAMBER SINGERS
PO BOX 102055
ANCHORAGE
,
AK
99510
PC
GENERAL OPERATING EXPENSES FY 2019-20
5,000
ALASKA COMMUNITY FOUNDATION
3201 C STREET SUITE 110
ANCHORAGE
,
AK
99503
PC
ACE-J 2019 START-UP EXPENSES
25,000
ALASKA DANCE THEATRE
550 EAST 33RD AVENUE
ANCHORAGE
,
AK
99503
PC
ADT'S PERFORMING COMPANY, CHOREOGRAPHY, OUTREACH, TRAINING, COSTUMES, PROPS AND SETS
20,000
ALASKA DANCE THEATRE
550 EAST 33RD AVENUE
ANCHORAGE
,
AK
99503
PC
EXECUTIVE DIRECTOR SEARCH
11,000
ALASKA HUMANITIES FORUM
421 WEST 1ST AVENUE SUITE 200
ANCHORAGE
,
AK
99501
PC
LEADERHIP ANCHORAGE
15,000
ALASKA JAZZ WORKSHOP
1600 WOLVERINE STREET
ANCHORAGE
,
AK
99504
PC
AK JAZZ WORKSHOP - SUMMER INTENSIVE CAMP
7,000
ALASKA JUNIOR THEATER
430 WEST 7TH AVENUE SUITE 30
ANCHORAGE
,
AK
99501
PC
BUS TRANSPORTATION FOR 2019/20
55,000
ALASKA LIBRARY NETWORK
PO BOX 230051
ANCHORAGE
,
AK
99523
PC
DIGITIZE AND UPLOAD TO THE WEB AUDIO, VIDEO, AND FILM HISTORY OF ANCHORAGE
10,000
ALASKA MUSIC ARCHIVES
355 WEST POTTER DRIVE
ANCHORAGE
,
AK
99518
PC
RECORDING CLASSICAL MUSIC CONCERTS
14,000
ALASKA NATIVE HERITAGE CENTER
8800 HERITAGE CENTER DRIVE
ANCHORAGE
,
AK
99504
PC
OUTREACH: SHAVILA SCHOOL VISIT PROGRAMS
17,000
ALASKA NATIVE MEDIA GROUP
PO BOX 90398
ANCHORAGE
,
AK
99509
PC
RECORDING AND BROADCAST OF AK NATIVE AUTHOR POETRY READINGS
1,000
ALASKA PACIFIC UNIVERSITY
4101 UNIVERSITY DRIVE
ANCHORAGE
,
AK
99508
PC
ATWOOD DISTINGUISHED SCHOLARS PROGRAM
150,000
ALASKA PRESS CLUB
PO BOX 143426
ANCHORAGE
,
AK
99514
PC
2019 J-WEEK CONFERENCE: TRAVEL AND STIPENDS FOR SPEAKERS, TRAVEL SCHOLARSHIPS, SUPPLIES
10,000
ALASKA SCHOOL ACTIVITIES ASSOCIATION
4048 LAUREL STREET SUITE 203
ANCHORAGE
,
AK
99508
PC
ALL-STATE AND SOLO ENSEMBLE MUSIC FESTIVALS
12,000
ALASKA SOUND CELEBRATION
PO BOX 91749
ANCHORAGE
,
AK
99509
PC
FALL CONCERT AND VOCAL MUSIC WORKSHOPS
8,000
ALASKA STRING CAMPS INC
PO BOX 770057
ANCHORAGE
,
AK
99577
PC
SUPPORT STAFF FOR MUSIC CAMP: NURSE REC DIR AND INTERN
3,300
ALASKA WILDLIFE CONSERVATION CENTER
PO BOX 949
GIRDWOOD
,
AK
99587
PC
WOLVERINE ENCLOSURE
6,000
ALASKA WOMEN SPEAK
PO BOX 90475
ANCHORAGE
,
AK
99509
PC
WEBSITE REDESIGN
4,000
ALASKA WORLD AFFAIRS COUNCIL
406 G STREET SUITE 207
ANCHORAGE
,
AK
99501
PC
MARKETING/DEVELOPMENT PLAN: PHASE 3
20,000
ALASKA YOUTH ORCHESTRAS
PO BOX 240541
ANCHORAGE
,
AK
99524
PC
CONCERT SPONSORHIP, MUSIC COACHING PROGRAM, OPERATIONS
12,000
ALASKA ZOO
4731 OMALLEY ROAD
ANCHORAGE
,
AK
99507
PC
GENERAL OPERATING EXPENSES FY 2019-20
5,000
ALASKAN SCOTTISH CLUB
PO BOX 244416
ANCHORAGE
,
AK
99524
PC
"THE FIRE": SCOTTISH MUSIC
5,000
ANCHORAGE CHAMBER OF COMMERCE
1016 W 6TH AVE SUITE 303
ANCHORAGE
,
AK
99501
PC
ENTERTAINMENT FOR MILLITARY APPRECIATION LUNCH
1,000
ANCHORAGE CIVIC ORCHESTRA
PO BOX 233256
ANCHORAGE
,
AK
99523
PC
GENERAL SUPPORT
5,000
ANCHORAGE CLASSICAL BALLET ACADEMY
501 WEST INTL AIRPORT ROAD 22
ANCHORAGE
,
AK
99518
PC
COSTS OF 2019 COPPELIA THEATRE RENT, COSTUMES, SETS, PROPS, STAGE CREW, SECURITY, ADMINISTRATION
15,000
ANCHORAGE COMMUNITY CONCERT BAND
PO BOX 140615
ANCHORAGE
,
AK
99514
PC
FREE CONCERTS AT THE ACPA
10,000
ANCHORAGE COMMUNITY THEATRE
1133 EAST 70TH AVENUE
ANCHORAGE
,
AK
99518
PC
SEASON SUPPORT
27,000
ANCHORAGE CONCERT ASSOCIATION
430 WEST 7TH AVENUE SUITE 200
ANCHORAGE
,
AK
99501
PC
COMMUNITY ENGAGEMENT ACTIVITIES
60,000
ANCHORAGE CONCERT CHORUS
PO BOX 100364
ANCHORAGE
,
AK
99510
PC
EXECUTIVE DIRECTOR SEARCH
11,000
ANCHORAGE FESTIVAL OF MUSIC
PO BOX 100272
ANCHORAGE
,
AK
99510
PC
DAVE BRUBECK: A CENTENNIAL CELEBRATION
10,000
ANCHORAGE FINE ARTS SOCIETY
6910 CATINE CIRCLE
ANCHORAGE
,
AK
99507
PC
7TH ANNUAL CHAMBER MUSIC FESTIVAL AND INTENSIVE JULY 24 - AUGUST 3 2019
7,000
ANCHORAGE FINE ARTS SOCIETY
6910 CATINE CIRCLE
ANCHORAGE
,
AK
99507
PC
FINISH THE "CHEECHAKOS" DVD PROJECT
5,000
ANCHORAGE INTERNATIONAL FILM FESTIVAL
200 WEST 34TH AVENUE BOX 136
ANCHORAGE
,
AK
99503
PC
TRAVEL FOR FILMMAKERS, WEBSITE REDESIGN
8,000
ANCHORAGE LIBRARY FOUNDATION
PO BOX 244714
ANCHORAGE
,
AK
99524
PC
TUNDRA VISION HISTORY SERIES
5,500
ANCHORAGE MUSEUM ASSOCIATION
625 C STREET
ANCHORAGE
,
AK
99501
PC
ANNUAL SUPPORT PLUS NXN
115,000
ANCHORAGE MUSEUM FOUNDATION
625 C STREET
ANCHORAGE
,
AK
99501
PC
FOR FUANE HEYMAN'S SERVICES ON ATWOOD JOURNALISM INITIATIVE
10,000
ANCHORAGE OPERA
1507 SPAR AVENUE
ANCHORAGE
,
AK
99501
PC
2019/20 SEASON SUPPORT
75,000
ANCHORAGE SYMPHONY ORCHESTRA
400 D STREET SUITE 230
ANCHORAGE
,
AK
99501
PC
SEASON SUPPORT
75,000
ASIAN ALASKAN CULTURAL CENTER
PO BOX 243032
ANCHORAGE
,
AK
99524
PC
FEE AND PRODUCTION COSTS OF DA GUAN DANCE AND MUSIC OF TAIPEI CHINA.
5,000
BIRCHWOOD CAMP OF THE AK METHODIST CONF
PO BOX 670049
CHUGIAK
,
AK
99567
PC
MUSIC ART DRAMA DANCE CAMP: COUNSELOR STIPENDS AND AIRFARE AND CAMPER SCHOLARSHIP ASSISTANCE
4,000
CAMP FIRE ALASKA
161 KEVIN STREET SUITE 100
ANCHORAGE
,
AK
99508
PC
CAMP K EXPANSION
50,000
COOK INLET HISTORICAL SOCIETY
625 C STREET
ANCHORAGE
,
AK
99501
PC
HISTORIES OF SPENARD, GOV'T HILL, DOWNTOWN
23,000
COOK INLET HOUSING AUTHORITY
3510 SPENARD ROAD
ANCHORAGE
,
AK
99503
PC
CAPITAL: IMPROVEMENTS OF CHURCH OF LOVE
20,000
COVENANT HOUSE OF ALASKA
PO BOX 100620
ANCHORAGE
,
AK
99510
PC
CULTURAL EVENT TICKETS TO YOUTH AT CHA AND OTHER ENRICHMENT PROGRAMS
20,000
CYRANO'S THEATER COMPANY
3800 DEBARR ROAD
ANCHORAGE
,
AK
99508
PC
2019/20 SEASON SUPPORT
42,000
CYRANO'S THEATER COMPANY
3800 DEBARR ROAD
ANCHORAGE
,
AK
99508
PC
STRATEGIC PLANNING PROCESS
8,500
DANCING BEARS INC
PO BOX 200366
ANCHORAGE
,
AK
99520
PC
EDUCATION FOR CALLERS, PEER COACING VIDEO PROGRAM
500
EAST HIGH SCHOOL MUSIC & FINE ARTS INC
2960 DRAKE DRIVE
ANCHORAGE
,
AK
99508
PC
PURCHASE 7' GRAND PIANO/YAMAHA CF6
25,000
FORAKER GROUP
161 KLEVIN STREET SUITE 101
ANCHORAGE
,
AK
99508
PC
CAPACITY BUILDING FUND
20,000
GIRDWOOD ART INSTITUTE
PO BOX 1034
GIRDWOOD
,
AK
99587
PC
GIRWOOD SUMMER ARTS CAMP
2,310
INSIDE OUT MEDIA
1431 TRESTLE GLEN ROAD
OAKLAND
,
AK
94610
PC
VIDEO DOCUMENARY: INCLUSION OF EDWARD MUBRIDGE'S ALASKAN PHOTOGRAPHS IN "EXPOSING MUYBRIDGE"
15,700
INTERNATIONAL ASSOCIATION OF LIONS CLUBS
PO BOX 90375
ANCHORAGE
,
AK
99517
PC
FOLKLORIC DRESSES AND REGALIA FOR MEXICAN FOLKLORIC BALLET
4,700
IRISH DANCE ACADEMY OF ALASKA
4105 EAST TURNAGAIN BOULEVARD
ANCHORAGE
,
AK
99517
PC
INAGURAL SUMMER 2019 IRISH DANCE CAMP
2,800
KENAI PENINSULA COLLEGE
533 EAST PIONEER AVENUE
HOMER
,
AK
99603
GOV
KACHEMAK BAY WRITERS' CONFERENCE
3,000
KEYS TO LIFE
200 WEST 34TH AVENUE SUITE 902
ANCHORAGE
,
AK
99503
PC
LULLABY PROJECT
9,000
KOAHNIC BROADCAST COMPANY
3600 SAN JERONIMO DRIVE SUITE 480
ANCHORAGE
,
AK
99508
PC
CAPACITY AND AUDIENCE DEVELOPMENT FOR THE RIVR ONLINE RADIO STREAM
15,000
MOMENTUM DANCE COLLECTIVE
PO BOX 230291
ANCHORAGE
,
AK
99523
PC
SEASON 12 OPERATING SUPPORT
20,000
NORTHERN CULTURE EXCHANGE
645 G STREET SUITE 100-866
ANCHORAGE
,
AK
99501
PC
PARLOR IN THE ROUND NATIONAL RADIO SHOW
20,000
NORTHERN CULTURE EXCHANGE
645 G STREET SUITE 100-866
ANCHORAGE
,
AK
99501
PC
AKIMI SUMMER FALL ACTIVITIES
22,000
NORTHERN CULTURE EXCHANGE
645 G STREET SUITE 100-866
ANCHORAGE
,
AK
99501
PC
SPENARD JAZZ FEST 2019
10,000
OUT NORTH
333 WEST 4TH AVENUE SUITE 317
ANCHORAGE
,
AK
99501
PC
VARIOUS PROJECTS
10,000
PERSEVERANCE THEATER INC
914 3RD STREET
DOUGLAS
,
AK
99824
PC
SUPPORT OF 2019/20 ANCHORAGE SEASON
45,000
PULSE DANCE COMPANY
2422 EAST TUDOR ROAD
ANCHORAGE
,
AK
99503
PC
10TH ANNIVERSARY SEASON
25,000
SALVATION ARMY - ALASKA DIVISION
143 EAST 9TH AVENUE
ANCHORAGE
,
AK
99501
PC
KING'S LAKE CAMP: MUSICAL INSTRUMENTS & SCHOLARSHIPS
15,000
SITKA SUMMER MUSIC FESTIVAL
PO BOX 3333
SITKA
,
AK
99835
PC
AUTUMN AND WINTER CONCERTS IN ANCHORAGE
17,000
SPIRIT OF YOUTH
203 WEST 15TH AVENUE SUITE 103
ANCHORAGE
,
AK
99501
PC
YOUTH RECOGNITION AWARD & SCHOLARSHIP - ARTS/DREAMER CATEGORY
4,000
STORY WORKS ALASKA
203 WEST 15TH AVENUE SUITE 103
ANCHORAGE
,
AK
99501
PC
PRODUCTION COSTS OF A STORYTELLING EVENT FEATURING HIGH SCHOOL STUDENTS.
10,000
TURNAGAIN COMMUNITY ARTS ALLIANCE
4105 EAST TURNAGAIN BOULEVARD SUITE
L
ANCHORAGE
,
AK
99517
PC
FREE ART, MUSIC AND PHOTOGRAPHY CLASSES FOR LOW INCOME/TROUBLED YOUTH
2,000
UNIVERSITY OF ALASKA FOUNDATION
1815 BRAGAW STREET SUITE 203
ANCHORAGE
,
AK
99508
PC
TRAVEL, LODGING, STIPENDS FOR ARTISTS TO PARTICIPATE IN VALDEZ LAST FRONTIER THEATRE CONFERENCE
5,000
UNIVERSITY OF ALASKA FOUNDATION
1815 BRAGAW STREET SUITE 203
ANCHORAGE
,
AK
99508
PC
SEASON SUPPORT UAA THEATRE AND DANCE PUBLIC EVENTS
10,000
UNIVERSITY OF ALASKA FOUNDATION
1815 BRAGAW STREET SUITE 203
ANCHORAGE
,
AK
99508
PC
2019 ELAINE ATWOOD JOURNALISM SCHOLARSHIP
20,000
UNIVERSITY OF ALASKA FOUNDATION
1815 BRAGAW STREET SUITE 203
ANCHORAGE
,
AK
99508
PC
ENDOWING UAA ATWOOD CHAIR OF JOURNALISM
200,000
VETERAN'S SPOUSE PROJECT
PO BOX 5611
JBER
,
AK
99505
PC
MADE FOR YOU EXPRESSIVE ARTS WORKSHOP AT JBER
7,000
WEST HIGH ALUMNI ASSOCIATION
1700 HILLCREST DRIVE
ANCHORAGE
,
AK
99503
PC
PERFORM AT CARNEGIE HALL
13,500
Total
.................................
3a
1,653,810
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
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 instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
19
4
Dividends and interest from securities
....
523000
5
14
273,037
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
523000
3,226
18
1,102,620
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
ALTERNATIVE INVESTMENTS
523000
-3,715
01
774,900
b
OTHER INCOME
01
30
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
-484
2,150,606
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
2,150,122
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
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 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
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) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
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) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description