Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
Alaska Airlines Foundation
 
% J GAMMON ALASKA AIRLINES I
Number and street (or P.O. box number if mail is not delivered to street address)4750 International Airport Blvd
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Anchorage, AK99502
A Employer identification number

92-0166198
B Telephone number (see instructions)

(206) 392-5719
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$11,497,380
J Accounting method:
 
(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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 357,250
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 183,570 183,570  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 307,329
b Gross sales price for all assets on line 6a 770,000
7 Capital gain net income (from Part IV, line 2)... 307,329
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)....... 3,475 3,475  
12 Total. Add lines 1 through 11........ 851,624 494,374  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 14,948 3,979    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 57      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 15,005 3,979   0
25 Contributions, gifts, grants paid....... 750,000 750,000
26 Total expenses and disbursements. Add lines 24 and 25 765,005 3,979   750,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 86,619
b Net investment income (if negative, enter -0-) 490,395
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 9,125 18,099 18,099
2 Savings and temporary cash investments.........      
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 instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 7,110,977 Click to see attachment7,188,622 9,979,281
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 bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1,500,000 Click to see attachment1,500,000 Click to see attachment1,500,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,620,102 8,706,721 11,497,380
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
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 bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............ 8,620,102 8,706,721
Foundations that do not follow FASB ASC 958, check here bullet
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)..... 8,620,102 8,706,721
30 Total liabilities and net assets/fund balances (see instructions). 8,620,102 8,706,721
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
8,620,102
2
Enter amount from Part I, line 27a .....................
2
86,619
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
8,706,721
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,706,721
Form 990-PF (2020)
Form 990-PF (2020)
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 27,343.750 SH TOTAL BOND MKT INDEX INST   2010-10-28 2020-04-22
b 312.813 SH TOTAL STOCK MKT IND ADM   2011-11-23 2020-06-08
c 5,223.518 SH TOTAL STOCK MKT IND ADM   2011-11-23 2020-09-10
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 315,000   296,536 18,464
b 25,000   9,387 15,613
c 430,000   156,748 273,252
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       18,464
b       15,613
c       273,252
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 2 307,329
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 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 6,816
c All other domestic foundations enter 1.39% 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  
3 Add lines 1 and 2........................... 3 6,816
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,816
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 9,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 9,000
8 Enter any penalty for underpayment of estimated tax. Check here 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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,184
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet2,184 RefundedBullet 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? Click to see attachment....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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 changesClick to see attachment....
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.Click to see attachment
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)
    bulletWA
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 addressbulletN/A
    14
    The books are in care ofbulletJ GAMMON ALASKA AIRLINES INC Telephone no.bullet (206) 392-5719

    Located atbullet19300 PACIFIC HIGHWAY SOUTHSeattleWA ZIP+4bullet98188
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    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 bullet
    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 instructions ........
    1b
     
     
    ........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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 instructions.) ..............
    2b
     
    No
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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))?
    (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 4945(d)(4)(A)? See 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 instructions ......
    5b
     
     
    .........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
     
    No
    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? .................
    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
    Diana Birkett Rakow Chairman and President
    1.0
    0 0 0
    PO Box 68900
    Seattle,WA981680900
    Timothy Thompson Executive Director
    8.0
    0 0 0
    4750 International Airport Blvd
    Anchorage,AK99502
    Marilyn F Romano Vice President and Director
    1.0
    0 0 0
    4750 International Airport Blvd
    Anchorage,AK99502
    Megan Oullette Vice President and Director
    1.0
    0 0 0
    PO Box 68900
    Seattle,WA981680900
    Jeanne Gammon Secretary
    2.0
    0 0 0
    PO Box 68900
    Seattle,WA981680900
    Beth Fleury Treasurer
    2.0
    0 0 0
    PO Box 68900
    Seattle,WA981680900
    Daniel Chun Assistant Secretary & Director
    2.0
    0 0 0
    PO Box 68900
    Seattle,WA981680900
    Andrea L Schneider Director
    1.0
    0 0 0
    PO Box 68900
    Seattle,WA981680900
    Tim Horn Director
    1.0
    0 0 0
    PO Box 68900
    Seattle,WA981680900
    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
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    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.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    8,838,417
    b
    Average of monthly cash balances.......................
    1b
    78,652
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,917,069
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    8,917,069
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    133,756
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,783,313
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    439,166
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    439,166
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    6,816
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,816
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    432,350
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    432,350
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    432,350
    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
    750,000
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    750,000
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    750,000
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 432,350
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 378,384
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 750,000
    a Applied to 2019, but not more than line 2a 378,384
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2020 distributable amount..... 371,616
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020.    
    (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 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    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......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    60,734
    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) .......
     
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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.)
    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).)
    NONE
    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.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Tim Thompson
    4750 Old International Airport Rd
    Anchorage,AK99502
    (907) 266-7230
    bThe form in which applications should be submitted and information and materials they should include:
    Letter of Inquiry
    cAny submission deadlines:
    March 30, April 10, July 31 and September 30
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Focus is on education efforts that address a unique need or value of a community.
    Form 990-PF (2020)
    Form 990-PF (2020)
    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)
    aPaid during the year
    Abused Women's Aid in Crisis Inc
    100 W 13th Ave
    Anchorage,AK99501
      PC The funding from the Alaska Airlines Foundation will be used to shelter families for 2 weeks and help with basic needs i.e. transportation, food and clothing. 10,000
    Adult Friends for Youth
    3375 Koapaka St B290
    Honolulu,HI96819
      PC The MEC program through Adult Friends for Youth will provide outreach to truant/chronically absent youth and connect them to an educational program. Funding from the Alaska Airlines Foundation will be used for salaries, program supplies, telecommunication, mileage/gas, and vehicle maintenance. 10,000
    African American Community Service Agency
    304 N 6th Street
    San Jose,CA95112
      PC AACSA requested funding to increase the capacity of its AACSA Leadership Academy (ALA), which empowers African American and Latinx youth to graduate from high school and college, connect with adult mentors, and develop, foster, and practice leadership skills. The funding from the Alaska Airlines Foundation will be used towards college counseling and preparation services for the ALA participants. 10,000
    Alameda County Community Food Bank
    7900 Edgewater Drive
    Oakland,CA94621
      PC The funding from the Alaska Airlines Foundation will be used to purchase and distribute food during the Covid-19 outbreak. The daily food distributions of food are 10% to 15% above the target distribution average for this year. 15,000
    The Alaska Community Foundation
    3201 C Street Suite 110
    Anchorage,AK95503
      PC The funding from the Alaska Airlines Foundation will be used to support the AK Can Do-Alaska COVID-19 Response Fund. The funding from the AK Can Do Response Fund will provide immediate and long-term support to nonprofits that serve Alaskans whose lives have been devastated by the pandemic. 30,000
    Alaska Development Council
    612 W Willoughby Ave Ste A
    Juneau,AK99801
      PC Funding from the Alaska Airlines Foundation will support staff and supplies needed for events. Event supplies include volunteer supplies (t-shirts, food, etc), venue rental, trophies & medals, printing, and audio-visual support. 50,000
    Armed Services YMCA of Alaska
    PO Box 6272
    JBER,AK99506
      PC The funding from the Alaska Airlines Foundation will be used to cover the cost to purchase food and gift cards to be used through the food pantry program for active duty military members. The ASYMCA averages about $32,000 annually on food pantry support. The need in the past weeks have increased 236% because of COVID-19. 10,000
    ATWORK
    1935 152nd Place NE
    Bellevue,WA980074293
      PC AtWork! is a long-time leader of the School-to-Work (S2W) program - an essential job training program that equips young people with disabilities to successfully enter the workforce after high school graduation. Funding from the Alaska Airlines Foundation will be allocated to staff expenses, supporting vital mentorship and job training for the people we serve. 5,000
    Big Brothers Big Sisters of Puget Sound
    1600 South Graham Street
    Seattle,WA98108
      PC Big Brothers Big Sisters of Puget Sound created MentorU to focus on high school graduation and lifelong success. MentorU is the end result, a post-secondary and career pathways program built on the 1-to-1 mentoring framework and practices Big Brothers Big Sisters has honed over its 110-year history. Funding from the Alaska Airlines will be used to underwrite MentorU salaries and program materials. 10,000
    CHOICES Education Group
    3161 Elliott Avenue Suite 315
    Seattle,WA98121
      PC The funding from the Alaska Airlines Foundation will be used for program materials, workshop training, reference materials, program management and shipping & handling for the CHOICES Program. CHOICES is an interactive decision-making workshop that focuses on keeping teens in school, motivating them toward their education and future, and introducing them to practical life skills to help them succeed. 10,000
    ClimbHI
    175 Nawiliwili Street
    Honolulu,HI96825
      PC Funding from Alaska Airlines Foundation will be used to further enhance the portals offerings by providing funds for educators to apply for to subsidize transportation to events (ferry, bus, etc.) and meals. The funds will also be directed to help develop a robust offering on the portal in each category through contracted labor to assist with business development and ClimbHI's part-time employees focused on customer service and development. 10,000
    College Possible
    755 Prior Ave N Suite 210
    St Paul,MN55104
      PC College Possible makes college admission and success possible for students from low-income backgrounds through an intensive curriculum of coaching and support. Funding from the Alaska Airlines Foundation will be used to support direct student expenses including application materials, postage for college and financial aid applications, student handouts and AmeriCorps coach living stipends. 5,000
    Communities in Schools of Washington
    1010 S 336th Street Suite 205
    Federal Way,WA98003
      PC Funding from the Alaska Airlines Foundation will go towards direct aid to students and families in Highline/Federal Way and across Washington state. Also, the funding will be used to support a full-time site coordinator and program materials. 10,000
    Covenant House Alaska
    755 A Street
    Anchorage,AK99501
      PC The funding from the Alaska Airlines Foundation will be used for urgent emergency shelter for Alaska youth. The youth who have been places in the Rapid ReHousing program have lost their employment, do not have access to transportation, and are facing food insecurity and increased isolation because of COVID-19. 10,000
    Dev Mission
    PO Box 411227
    San Francisco,CA94141
      PC Dev Mission's STEM Pre-Apprenticeship Occupational Skills Training (OST) Program addresses the critical opportunity gap that exists for low-income youth and young adults of color in STEM fields. Funding from the Alaska Airlines Foundation will be used to support staff/contractor salaries, internship stipends, program supplies, and other operating expenses. 5,000
    EXCEL Alaska Inc
    4101 University Drive
    Anchorage,AK99508
      PC Alaska EXCEL CTE Camp will provide 84 rural students from across rural/remote Alaska an opportunity to receive hands-on introductory training and awareness. Funding from the Alaska Airlines Foundation will be used towards an aviation instructor, leadership/employability instructor, lodging, meals and supplies. 10,000
    Fairbanks Community Food Bank Service Inc
    725 26th Avenue
    Fairbanks,AK99701
      PC The funding from the Alaska Airlines Foundation will be used to replace the loss of fundraising revenue to operate the food bank program. Also, it will be used to pack and ship 700 food relief boxes to the North Slope. 10,000
    Girl Scouts of Hawaii
    410 Atkinson Drive Suite 2E1 Box 3
    Honolulu,HI96814
      PC Alaska Airlines Foundation funding will support delivery of the Girl Scout Leadership Experience, including program supplies and direct delivery expenses. The GSLE will serve 2,750 Hawaii Girl Scouts in grades K through 12 in age-delineated groups with a volunteer or staff Troop Leader up to twice a week after school or on weekends. All girls participate in STEM events, outdoor experiences, and community projects throughout the year. 10,000
    Hawaii Community Foundation
    827 Fort Street Mall
    Honolulu,HI96813
      PC The funding from the Alaska Airlines Foundation will be used to support the Hawaii Resilience Fund. The Hawaii Resilience Fund will be focused around four phases of implementation as the COVID-19 situation evolves. Phase 1-Risk reduction and disaster ready Phase 2-Rapid relief and response Phase 3-Recovery and stabilization Phase 4-Rebuild resilience 20,000
    Hawaii Foodbank Inc
    2611 Kilihau Street
    Honolulu,HI96819
      PC The funding from the Alaska Airlines Foundation will be used to purchase and ship canned/pouched food and/or rice in a cost-effective manner. Food may also be purchased locally, based on timing, price, quality, need and/or supply. 10,000
    Hispanic Foundation of Silicon Valley
    1922 The Alameda Suite 217
    San Jose,CA95126
      PC The Alaska Airlines Foundation funding will support the execution of some of the programs offered at the Hispanic Foundation College Success Center including instructor fees, food, and program materials. The HFCSC provides a myriad of college-related information and resources including STEM classes, computer literacy, academic enrichment, college application guidance, leadership training, and financial literacy. 5,000
    Hollaback Inc
    30 3rd Avenue 800B
    Brooklyn,NY11217
      PC In response to the rise in Anti-Asian/American and xenophobic harassment, we at Hollaback! partnered with Asian Americans Advancing Justice | AAJC to adapt our free bystander intervention training to meet this moment. The grant from the Alaska Airlines Foundation will be used to staff the trainers, tech managers of future trainings and program materials. 5,000
    Jacobs & Cushman San Diego Food Bank
    9850 Distribution Avenue
    San Diego,CA92121
      PC The funding from the Alaska Airlines Foundation will be used to purchase nonperishable, shelf-stable items such as canned goods, rice, and dry beans that families can store and use over a period of time. The food bank will need an additional $5 million to respond to the Covid-19 crisis and 2 million will be used for food purchases. 15,000
    Juma Ventures
    131 Steuart Street Suite 201
    San Francisco,CA94105
      PC The grant from the Alaska Airlines Foundation will provide general program support to deliver job training, financial capability and education and career supportive services to 100 low-income Seattle youth. Youth receive 1:1 coaching from a Program Coordinator focused on helping them overcome their individual barriers and gain successful, permanent employment. 10,000
    Junior Achievement of Alaska Inc
    639 W International Airport Rd Ste
    Anchorage,AK99518
      PC Funding from the Alaska Airlines Foundation will be used for program materials, program insurance and training materials. Junior Achievement of Alaska educates and inspires 14,000 students in Alaska to learn valuable economic skills to improve the quality of their lives and empower them to own their economic success. 10,000
    Junior Achievement of Oregon and SW Washington Inc
    7830 SE Foster Rd
    Portland,OR97206
      PC Funding from the Alaska Airlines Foundation will go towards program staffing, volunteer and teacher training, curricula and program materials associated with providing JA In-Class Programs to 415 students in Clark County this year. JA In-Class Programs provide work readiness, entrepreneurship and financial literacy curriculum to students from Kindergarten through 12th grade in the format of comprehensive classroom lessons. 10,000
    Junior Achievement of San Diego County Inc
    4756 Mission Gorge Place
    San Diego,CA92120
      PC The funding from the Alaska Airlines Foundation will support six low income schools to participate in JA's Company Program. Support will provide students with 13 weeks of virtual curriculum, JA support in recruiting and matching industry mentors, program evaluation, and participation in culminating virtual online pitch fest competition. 10,000
    Lutheran Social Services of Alaska Inc
    1303 W 33rd Avenue
    Anchorage,AK99503
      PC The funding from the Alaska Airlines Foundation will go towards operating one of the largest food pantries serving the Anchorage community. The funds will be used to purchase bread, dairy, fresh produce, diapers and pet food. 10,000
    Maui Food Bank Inc
    750 Kolu Street
    Wailuku,HI96793
      PC The funding from the Alaska Airlines Foundation will be used towards purchasing food. The Maui Food Bank is distributing extra food as part of the COVID-19 relief effort. The food bank has partnered with distribution sites that are providing food to folks that can no longer afford food due to job loss or layoffs. 10,000
    Mission Bit
    101A Clay St 121
    San Francisco,CA94111
      PC The funding from the Alaska Airlines Foundation will be used for program materials and staff positions to oversee this program. Mission Bit will be hosting the new SDR Career Prep Program. This will provide an opportunity to bring the programming to a new audience and provide a career pathway to tech for San Francisco young adults. 5,000
    Nalukai Foundation
    65-1158 Mamalahoa Hwy Ste 8A
    Kamnela,HI96743
      PC Nalukai Foundation provides instruction for youth on digital storytelling, leadership, technology, design thinking and entrepreneurship. The funding from the Alaska Airlines Foundation will be used on room and board costs for the youth and program materials. 10,000
    NatureBridge
    28 Greary Stree Suite 650
    San Francisco,CA94108
      PC Funding from the Alaska Airlines Foundation will be used for program development and implementation for the distance learning programs. At least 175 students will engage in hands-on and/or distance learning environmental education programs during the grant award period. 10,000
    New Avenues for Youth Inc
    1220 SW Columbia Street
    Portland,OR97201
      PC New Avenues' Promoting Avenues to Employment (PAVE) program has delivered job training and employment services to thousands of young people experiencing homelessness and housing instability, helping them build the skills to succeed in the workforce, pursue careers, and improve their economic prospects. Funding from the Alaska Airlines Foundation will help cover participant expenses, including professional clothing, incentives for participation, personal-identification acquisition, obtaining license and certifications, and travel costs. 5,000
    Northwest African American Museums
    2300 S Massachusetts
    Seattle,WA98144
      PC The grant from the Alaska Airlines Foundation will fund a broad spectrum of the Youth Curator Program, including costs for the facilitator, stipends for the program guests, supplies, production costs for the final project, and youth stipends. 10,000
    Seattle Education Access
    6920 Roosevelt Way NE 355
    Seattle,WA98115
      PC The grant from the Alaska Airlines Foundation will fund education advocates that provide one-on-one assistance to over 1,000 young people each year. NWEA is guided by the belief that all young people, regardless of their income or background, should have the opportunity to access higher education in pursuit of a living-wage career. 10,000
    Oregon Food Bank
    7900 NE 33rd Dr
    Portland,OR97211
      PC Funding from the Alaska Airlines Foundation will be used to provide food to people in need during the COVID-19 response crisis. The costs include food purchases, transportation expenses, safety equipment and staff. 20,000
    Pacific Science Center Foundation
    200 2nd Avenue North
    Seattle,WA98109
      PC The funding from the Alaska Airlines Foundation will be used to develop Curiosity at Home content. The Curiosity at Home resources include at home experiments, DIY STEM activities, live science stage shows and math and science mashups. The content is available on the PacSci website. 10,000
    Philanthropy Northwest
    2101 Fourth Ave Suite 650
    Seattle,WA98121
      PC Funding from the Alaska Airlines Foundation will go directly into the WA Food Fund for the purchase of food, protective equipment for workers, and/or delivery of food to food banks and food bank customers. The WA Food Fund is a relief fund that supports food banks and pantries across the state. 25,000
    Portland Workforce Alliance
    PO Box 14337
    Portland,OR97293
      PC A grant from the Alaska Airlines Foundation would go specifically towards program elements including educator stipends to support time in developing student experiences, food and transportation for our mentorship program and Career Day students, technology tools to facilitate distance learning, printed program materials for students and educators, and staff support to develop programming and support partnerships. 5,000
    Rainier Scholars
    2100 24th Ave South Suite 360
    Seattle,WA98144
      PC Rainier Scholars currently serves 550 students spanning 5th grade through college, in addition to nearly 250 alumni. Funding from the Alaska Airlines Foundation will be used to cover teaching, career development, mental health counseling, student supplies, materials and student/family college planning workshops. 10,000
    Second Harvest of Silicon Valley
    750 Curtner Avenue
    San Jose,CA95125
      PC The funding from the Alaska Airlines Foundation will be used to purchase nutritious food for community food distributions. Accessing fresh, nutritious food from Second Harvest can help households that already have limited resources. 15,000
    Silicon Valley Community Foundation
    2440 W El Camino Real Suite 300
    Mountain View,CA94040
      PC The funding from the Alaska Airlines Foundation will be used to address economic impacts caused by the COVID-19 pandemic. The Silicon Valley Strong Fund will help three key groups: residents, businesses and community- based organizations. 20,000
    Somali Community Services of Seattle
    8810 Renton Ave South
    Seattle,WA98118
      PC Project Shaqooyinka purpose is to increase employment among local Somali teens and young adults by providing them with job-seeking and job retention information, resources and skill-building opportunities. The grant from the Alaska Airlines Foundation will be used to fund staffing and program materials. 5,000
    Southeast Alaska Foodbank
    PO Box 33681
    Juneau,AK33681
      PC The funding from the Alaska Airlines Foundation will be used to cover the purchase of food and disbursement to those suffering during the Covid-19 pandemic in Southeast Alaska. 10,000
    Southwest Youth and Family Services
    4555 Delridge Way SW
    Seattle,WA98105
      PC The SWYFS Youth Development program provides holistic and comprehensive support to help young people harmed by systemic inequities to succeed in school, employment, and life. The specific activity to be supported is Real World Prep and Career Training. The grant from the Alaska Airlines Foundation will be used for program expenses, business outfits for the young adults, workshops/training and remote programming. 5,000
    The Spanish Speaking Unity Council Inc
    1900 Fruitvale Avenue Suite 2A
    Oakland,CA94601
      PC The funding from the Alaska Airlines Foundation will be used to cover program staff salary and program materials. The Success, Training, Education, Planning (STEP) program is designed to help youth gain job skills, discover career paths, and make meaningful employment or educational gains towards their career goals. 10,000
    Spark SF Public Schools
    135 Van Ness Avenue Room 119
    San Francisco,CA94102
      PC The funding from the Alaska Airlines Foundation will be used to support the free meals program for children in San Francisco. During the pandemic, the ultimate goals is that all SFUSD students will have access to daily nutritious meals and high-quality distance learning experiences. 5,000
    Techbridge Girls
    114 Linden Street
    Oakland,CA94607
      PC Support from Alaska Airlines will allow Techbridge Girls to excite, equip, and educate elementary school-aged girls from low-income communities in the Seattle Area to the opportunities of STEM fields through high-quality after-school STEM enrichment. The Alaska Airlines Foundation grant will fund programmatic activities required to achieve the activities, goals and outcomes outlined. Also, it will support the salaries, cost of supplies, program costs and training. 10,000
    Technology Access Foundation
    605 SW 108th St
    Seattle,WA98146
      PC The College and Career Readiness Program uses a set of scope and sequence activities for 6th-12th grade students. The program prepares students for the 21st century workplace and improve student transition into postsecondary education, training, and STEM based employment. Funding from the Alaska Airlines Foundation will be used to support student transportation, staff salaries and program materials. 15,000
    The Food Basket Inc
    40 Holomua Street
    Hilo,HI96720
      PC The funding from the Alaska Airlines Foundation will be used towards purchasing emergency food. The COVID-19 pandemic response project is providing aid to the most vulnerable residents who have been unexpectedly affected by the pandemic. The fund will help with the rapidly increasing requests for emergency food assistance. 10,000
    Oakland Public Education Fund
    PO Box 71005
    Oakland,CA94612
      PC The funding from the Alaska Airlines Foundation will be used to support the COVID Rapid Relief Fund. The COVID Rapid Relief Fund will be used to financially support vulnerable families, distance learning materials, ensure clean and safe facilities and food for the students and families. 5,000
    The Washington STEM Center
    210 S Hudson Street
    Seattle,WA98134
      PC The Alaska Airlines Foundation grant will support 3,000 young people get on track for securing a degree or credentials that puts them on the pathway to high-demand, family-sustaining careers. Also, it will help support program staffing, travel costs, STEM workshops and program materials. 10,000
    Treehouse
    2100 24th Avenue S Suite 200
    Seattle,WA981444643
      PC The grant from the Alaska Airlines Foundation will provide continued coaching and needed services to youth in foster care in the Graduation Success program during the pandemic. Graduation Success is a comprehensive education support, coaching, and advocacy program. 5,000
    United Way of King County
    720 2nd Ave
    Seattle,WA98104
      PC The funding from the Alaska Airlines Foundation will be used to provide resources directly to people in need. United Way of King County has programs in place that are suited to be adapted to our current crisis. Funding received includes support from the City of Seattle to launch a grocery voucher program and support from Seattle Foundation to support the rental assistance fund. 15,000
    Urban League of Metropolitan Seattle
    105 14th Ave Suite 200
    Seattle,WA98122
      PC Urban League of Metropolitan Seattle empowers African Americans and members of other disenfranchised communities with opportunities to be self-sufficient and successful, and to gain the confidence that comes with success. The funding from the Alaska Airlines Foundation will be used to leverage costs for program operations including a percentage of staff salaries, facility rental space, course supplies, and indirect costs. 10,000
    Volunteers of America of Alaska
    2600 Cordova St Ste 101
    Anchorage,AK99503
      PC The funding from the Alaska Airlines Foundation will be used for a mix of needs such as program materials, training, food, other resources needed by engaged youth in the program, and mentoring. Volunteers of America as an agency focuses the majority of the services on youth 11-24 with behavioral health needs. 10,000
    Washington Alliance for Better Schools
    18560 1st Ave NE
    Shoreline,WA98155
      PC WABS' Virtual After School STEM Academy (ASSA) is a Career Connected Learning program that offers students engaging and interactive ways to increase their knowledge and awareness about STEM (science, technology, engineering, and math) and its variety of career pathways and opportunities. The grant from the Alaska Airlines Foundation will be used to purchase supplies for materials kits, which will be provided to individual students to accommodate the virtual setting. 5,000
    Washington FIRST Robotics
    21238 68th Avenue S
    Kent,WA98032
      PC Washington FIRST Robotics are working to reach more diverse young people from cultures and communities who don't have access to engaging STEM opportunities. The grant from the Alaska Airlines Foundation will help pay for the cost of team expenses, program materials, mentor training, coding, student recruitment/team expansion, STEM training and team travel/transportation. 15,000
    Year Up Inc
    45 Milk Street
    Boston,MA02109
      PC The grant from the Alaska Airlines Foundation will support Year Up's workforce development and college access program. In 2020, Year Up served up to 300 young adults. Funding from the grant will be used towards student stipends, outreach and admissions, operations and logistics, and development, as well as respond to the emergent needs young adults will face throughout the current crisis. 10,000
    Young Mens Christian Association of San Francisco
    50 California Street Suite 650
    San Francisco,CA94111
      PC The funding from the Alaska Airlines Foundation will be used to support frontline staff hours. The staff will be providing professional development and coaching through the workforce development programs at the YMCA of San Francisco. 20,000
    Young Mens Christian Association Greater Seattle
    909 4th Ave
    Seattle,WA98104
      PC The grant from the Alaska Airlines Foundation will be allocated to expenses to cover the low to no-cost childcare for essential workers that the Y offered to the community. The YMCA is committed to leading systems coordination and/or providing direct services that have adapted to meet, serve, and support children outside of traditional center-based childcare at our recreation centers while they are closed. This program operated from March - June 2020, in response to the abrupt school closures, which left families with few options for childcare. 20,000
    College Possible
    755 Prior Ave N Suite 210
    St Paul,MN55104
      PC Support from the Alaska Airlines Foundation will help the College Possible program continue to make program modifications to ensure students have consistent access to mentoring, resources and support. College Possible' s senior year and enrollment programming aims to reduce "summer melt" - the phenomenon of college-intending students failing to enroll after high school graduation - and give students the support they need to successfully enroll in and attend college. 5,000
    Hawaii Foodbank Inc
    4241 Hangpao Place Ste 101
    Lihue,HI96766
      PC The funding from the Alaska Airlines Foundation will be used for food purchases. The Hawaii Food Bank will be purchasing fresh produce and other perishable items from local farms. The food items will be delivered to seniors on Kauai. 10,000
    Covenant House Alaska
    755 A Street
    Anchorage,AK99501
      PC Funding from the Alaska Airlines Foundation supports education and employment services staff, including JAG Specialists, to implement the JAG curriculum, and will help fund other outlays for the program include educational supplies for GED testing; program supplies including food, work clothes, bus passes, and training funds for youth. 20,000
    United Way of King County
    720 2nd Ave
    Seattle,WA98104
      PC Bridge to Finish is looking towards ensuring that regardless of where someone might go to school, services are consistent, and pathways are solidified that support student success across the region. Bridge to Finish has expanded from a pilot program on four campuses serving 400 students to working on nine campuses across King County. The funding from the Alaska Airlines Foundation will be used to provide interventions to targeted populations and outreach. 20,000
    Total .................................bullet 3a 750,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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.)
    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....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 183,570  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     18 307,329  
    8 Gain 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:
    aOTHER REVENUE
        14 3,475  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   494,374  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    494,374
    (See worksheet in line 13 instructions 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 foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    N/A N/A
    Form 990-PF (2020)
    Form 990-PF (2020)
    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? ...........
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    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.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    Alaska Airlines Foundation
     
    Employer identification number

    92-0166198
    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 isn't covered by the General Rule and/or the Special Rules doesn't 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 on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't 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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    Alaska Airlines Foundation
     
    Employer identification number
    92-0166198
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    Alaska Airlines Inc
    PO Box 68900
     
    Seattle, WA981680900

    $ 357,250


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    Alaska Airlines Foundation
     
    Employer identification number

    92-0166198
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    Alaska Airlines Foundation
     
    Employer identification number

    92-0166198
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (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) (2020)
    Additional Data


    Software ID:  
    Software Version:  

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

    TY 2020 DepreciationSchedule
    Name:
    Alaska Airlines Foundation
    EIN:
    92-0166198
    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

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    Alaska Airlines Foundation
    EIN:
    92-0166198
    Name of Bond End of Year Book Value End of Year Fair Market Value
    VANGUARD TOTAL INTERNATIONAL S 1,603,359 2,056,653
    VANGUARD TOTAL STOCK MARKET IN 2,871,081 5,028,514
    VANGUARD TOTAL BOND MARKET IND 2,714,182 2,894,114

    TY 2020 OtherAssetsSchedule
    Name:
    Alaska Airlines Foundation
    EIN:
    92-0166198
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SYDNEY LAURENCE PAINTING 1,500,000 1,500,000 1,500,000


    TY 2020 OtherExpensesSchedule
    Name:
    Alaska Airlines Foundation
    EIN:
    92-0166198
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 57      


    TY 2020 OtherIncomeSchedule2
    Name:
    Alaska Airlines Foundation
    EIN:
    92-0166198
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Capital Gain distr. from RIC or REIT 3,475 3,475  


    TY 2020 TaxesSchedule
    Name:
    Alaska Airlines Foundation
    EIN:
    92-0166198
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL INCOME TAXES 10,969      
    FOREIGN INCOME TAXES 3,979 3,979