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
SITKA AK PERMANENT CHARIT TR-MAIN
 
Number and street (or P.O. box number if mail is not delivered to street address)6325 S RAINBOW BLVD STE 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAS VEGAS, NV89118
A Employer identification number

92-6027202
B Telephone number (see instructions)

(888) 730-4933
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$2,415,606J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 64,707 55,997  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -22,349
b Gross sales price for all assets on line 6a 320,992
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
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)....... Click to see attachment 1,565 1,565  
12 Total. Add lines 1 through 11........ 43,923 57,562  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 24,084 18,063   6,021
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 950 0 0 950
c Other professional fees (attach schedule).... Click to see attachment 1,073 1,073   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,663 998   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 1,547 138   1,409
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 29,317 20,272 0 8,380
25 Contributions, gifts, grants paid....... 95,340 95,340
26 Total expenses and disbursements. Add lines 24 and 25 124,657 20,272 0 103,720
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -80,734
b Net investment income (if negative, enter -0-) 37,290
c Adjusted net income (if negative, enter -0-)... 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............. 603 840 840
2 Savings and temporary cash investments......... 69,113 55,348 55,348
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
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).......   Click to see attachment501,555 554,007
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,937,941 Click to see attachment1,368,841 1,805,411
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,007,657 1,926,584 2,415,606
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
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............    
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........ 2,007,657 1,926,584
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)..... 2,007,657 1,926,584
30 Total liabilities and net assets/fund balances (see instructions). 2,007,657 1,926,584
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
2,007,657
2
Enter amount from Part I, line 27a .....................
2
-80,734
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
736
4
Add lines 1, 2, and 3 ..........................
4
1,927,659
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,075
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,926,584
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 7. AMGEN INC   2019-10-04 2020-01-21
b 35. OCCIDENTAL PETE CORP     2020-01-21
c 10. PNC FINANCIAL SERVICES GROUP   2018-11-12 2020-01-21
d 9. AMGEN INC     2020-01-27
e 173. COMPASS GROUP PLC ADR     2020-02-04
60. EXXON MOBIL CORPORATION     2020-02-04
242. JAPAN TOBACCO INC-UNSPON ADR     2020-02-04
4. NEXTERA ENERGY INC     2020-02-04
14. QUALCOMM INC   2016-12-20 2020-02-04
28. ALTRIA GROUP INC     2020-02-14
10. PNC FINANCIAL SERVICES GROUP     2020-02-14
23. SOUTHERN CO     2020-02-14
37. GLAXOSMITHKLINE PLC - ADR     2020-02-20
81. OCCIDENTAL PETE CORP     2020-02-26
50. REALTY INCOME CORP COM   2013-07-05 2020-02-26
15. DUKE ENERGY HOLDING CORP. COM   2012-03-07 2020-03-02
23. NATIONAL GRID PLC-SP ADR   2012-03-07 2020-03-02
21. GILEAD SCIENCES INC   2018-09-26 2020-03-09
14. JPMORGAN CHASE & CO     2020-03-09
46. VEOLIA ENVIRONNEMENT ADR     2020-03-09
14. VERIZON COMMUNICATIONS   2018-08-23 2020-03-09
9. VERIZON COMMUNICATIONS   2018-11-20 2020-03-09
404. AMCOR PLC     2020-03-12
53. LYONDELLBASELL INDU-CL A     2020-03-12
112. ROYAL DUTCH SHELL PLC ADR     2020-03-18
22. VENTAS INC COM   2020-02-26 2020-03-18
102. VENTAS INC COM     2020-03-18
6. AT & T INC   2012-03-07 2020-03-19
2. ABBVIE INC   2016-07-13 2020-03-19
37. BASF AKTIENGESELLSCHAFT - LVL 1 ADR   2013-09-18 2020-03-19
2. BCE INC   2014-11-03 2020-03-19
5. BP PLC - ADR     2020-03-19
29. BRITISH AMERICAN TOBACCO P.L.C - ADR   2019-03-25 2020-03-19
1. CANADIAN IMPERIAL BK OF COMMERCE   2017-07-13 2020-03-19
1. CHEVRON CORP   2012-03-07 2020-03-19
2. COCA COLA CO   2016-10-25 2020-03-19
11. COMCAST CORP CLASS A   2019-06-14 2020-03-19
2. DOMINION RES INC VA   2013-02-20 2020-03-19
1. DUKE ENERGY HOLDING CORP. COM   2012-03-07 2020-03-19
5. DUKE ENERGY HOLDING CORP. COM   2018-11-20 2020-03-19
2. ENBRIDGE INC   2019-04-24 2020-03-19
2. EXXON MOBIL CORPORATION   2015-08-26 2020-03-19
1. GILEAD SCIENCES INC   2019-07-23 2020-03-19
2. GLAXOSMITHKLINE PLC - ADR   2012-07-06 2020-03-19
7. HUNTINGTON BANCSHARES INC   2018-11-15 2020-03-19
1. KIMBERLY CLARK CORP COM   2012-03-07 2020-03-19
1. NATIONAL GRID PLC-SP ADR   2012-03-07 2020-03-19
1. PNC FINANCIAL SERVICES GROUP   2018-11-30 2020-03-19
4. PPL CORPORATION   2012-03-07 2020-03-19
4. PFIZER INC   2019-06-26 2020-03-19
1. PHILIP MORRIS INTERNATIONAL IN   2014-02-26 2020-03-19
6. PHILIP MORRIS INTERNATIONAL IN   2013-09-18 2020-03-19
58. ROYAL DUTCH SHELL PLC ADR   2020-02-04 2020-03-19
50. ROYAL DUTCH SHELL PLC ADR     2020-03-19
10. SANOFI-ADR   2014-09-04 2020-03-19
1. SOUTHERN CO   2018-01-17 2020-03-19
1. TC ENERGY CORP   2019-08-28 2020-03-19
1. UNILEVER PLC - ADR   2020-01-21 2020-03-19
2. VERIZON COMMUNICATIONS   2014-02-25 2020-03-19
1. WELLTOWER INC   2012-03-07 2020-03-19
3. INVESCO LIMITED   2018-06-18 2020-03-19
14. GILEAD SCIENCES INC   2019-07-23 2020-03-24
28. PFIZER INC   2019-06-26 2020-03-24
20. VERIZON COMMUNICATIONS   2014-02-25 2020-03-24
24. ANHEUSER-BUSCH INBEV SPN ADR   2020-02-04 2020-04-08
55. ANHEUSER-BUSCH INBEV SPN ADR     2020-04-08
11. GILEAD SCIENCES INC   2018-09-26 2020-04-08
15. ABBVIE INC   2016-07-13 2020-04-17
70. ALTRIA GROUP INC     2020-04-17
3092.006 BLACKROCK GL L/S CREDIT-K #1940     2020-04-17
33. GILEAD SCIENCES INC     2020-04-17
3144.595 PRINCIPAL GL MULT STRAT-R6 #8232     2020-04-17
23. GILEAD SCIENCES INC   2018-09-26 2020-04-23
26. NTT DOCOMO, INC. - ADR   2016-05-23 2020-04-23
72. INVESCO LIMITED   2019-05-29 2020-04-23
107. INVESCO LIMITED     2020-04-23
31. GILEAD SCIENCES INC     2020-04-24
23. VERIZON COMMUNICATIONS     2020-04-24
21. GILEAD SCIENCES INC     2020-04-30
9. KIMBERLY CLARK CORP COM     2020-04-30
15. KIMBERLY CLARK CORP COM     2020-05-04
31. PFIZER INC     2020-05-08
47. WELLTOWER INC     2020-05-08
17. WELLTOWER INC   2020-02-14 2020-05-12
39. WELLTOWER INC     2020-05-12
114. BP PLC - ADR     2020-05-18
16. GILEAD SCIENCES INC   2019-09-06 2020-05-18
32. GLAXOSMITHKLINE PLC - ADR     2020-05-18
15. ABBVIE INC     2020-05-28
3710.788 EATON VANCE FLOAT RATE-R6 #1053     2020-06-08
31. GILEAD SCIENCES INC     2020-06-08
4469.196 JPMORGAN HIGH YIELD-R6 #3938     2020-06-08
17. LOWES COS INC   2019-06-14 2020-06-08
250. RECKITT BENCKIS/S ADR     2020-06-08
62. ROCHE HOLDINGS LTD - ADR   2013-09-18 2020-06-08
103. VEOLIA ENVIRONNEMENT ADR     2020-06-08
58. COCA COLA CO     2020-06-22
52. PPL CORPORATION   2012-03-07 2020-06-22
50. PPL CORPORATION   2012-03-07 2020-06-25
.6838 PHILIPS ELECTRONICS - NY SHR ADR   2013-10-31 2020-07-27
14. ABBVIE INC     2020-08-11
92. BP PLC - ADR     2020-08-14
113. BP PLC - ADR     2020-08-21
18. UNITED PARCEL SERVICE-CL B     2020-08-21
16. UNITED PARCEL SERVICE-CL B     2020-09-02
33. DOMINION RES INC VA   2013-02-20 2020-09-17
34. GLAXOSMITHKLINE PLC - ADR     2020-09-17
50. AT & T INC     2020-09-22
21. BANK OF AMERICA CORP   2018-11-20 2020-09-22
27. COCA COLA CO     2020-09-22
33. DOMINION RES INC VA     2020-09-22
466. FERGUSON NEWCO PLC-ADR     2020-09-22
6. LVMH MOET HENNESSY UNSP ADR - ADR   2014-09-04 2020-09-22
6. MICROSOFT CORP   2013-09-18 2020-09-22
10. PUBLIC SVC ENTERPRISE GROUP INC   2017-09-26 2020-09-22
5. QUALCOMM INC   2019-06-14 2020-09-22
8. SIEMENS AG - SPONSORED ADR     2020-09-22
4. SNAP ON INC   2019-12-11 2020-09-22
8. UNITED PARCEL SERVICE-CL B   2019-01-10 2020-09-22
17. DUKE ENERGY HOLDING CORP. COM   2012-03-07 2020-09-30
4. UNITED PARCEL SERVICE-CL B   2020-02-14 2020-10-01
4. UNITED PARCEL SERVICE-CL B   2019-01-10 2020-10-01
58. NTT DOCOMO, INC. - ADR   2020-02-04 2020-10-12
80. NTT DOCOMO, INC. - ADR     2020-10-12
15. UNITED PARCEL SERVICE-CL B     2020-10-13
9. UNITED PARCEL SERVICE-CL B   2020-03-19 2020-10-15
40.99982 GLAXOSMITHKLINE PLC - ADR     2020-10-22
31.00018 GLAXOSMITHKLINE PLC - ADR     2020-10-22
15. UNITED PARCEL SERVICE-CL B   2020-04-17 2020-10-22
139. AT & T INC     2020-11-16
55. BANK N S HALIFAX   2013-09-18 2020-11-16
8. CVS HEALTH CORPORATION   2017-03-10 2020-11-16
13. CISCO SYSTEMS INC   2020-02-04 2020-11-16
61. COCA COLA CO     2020-11-16
95. GLAXOSMITHKLINE PLC - ADR     2020-11-16
342. ING GROEP N.V. - ADR     2020-11-16
4. LOWES COS INC   2019-06-14 2020-11-16
6. RPM INTERNATIONAL INC   2019-08-08 2020-11-16
4. SNAP ON INC   2019-12-11 2020-11-16
3. SNAP ON INC   2018-06-14 2020-11-16
27.1733 VIATRIS INC     2020-11-19
9.8267 VIATRIS INC     2020-11-19
17. VIATRIS INC   2013-09-18 2020-11-20
16. SIEMENS ENERGY AG (DEEMED RECEIVED)   2020-09-28 2020-11-24
.3477 VIATRIS INC   2019-12-10 2020-12-02
.1229 VIATRIS INC   2013-09-18 2020-12-02
28. CVS HEALTH CORPORATION     2020-12-09
13. LVMH MOET HENNESSY UNSP ADR - ADR     2020-12-09
138. PFIZER INC   2013-09-18 2020-12-09
17. QUALCOMM INC   2019-06-14 2020-12-09
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(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 1,665   1,367 298
b 1,555   2,304 -749
c 1,518   1,332 186
d 2,011   1,775 236
e 4,240   3,102 1,138
3,658   4,736 -1,078
2,526   4,003 -1,477
1,064   438 626
1,233   918 315
1,264   1,615 -351
1,539   1,345 194
1,586   1,027 559
1,583   1,623 -40
2,923   5,266 -2,343
4,065   1,914 2,151
1,438   946 492
1,484   1,279 205
1,589   1,596 -7
1,350   1,067 283
1,312   1,009 303
770   760 10
495   545 -50
2,767   4,378 -1,611
2,465   4,497 -2,032
2,199   6,210 -4,011
371   1,329 -958
1,720   5,880 -4,160
192   185 7
138   129 9
400   908 -508
74   89 -15
88   206 -118
887   1,170 -283
51   85 -34
55   110 -55
84   85 -1
396   467 -71
152   112 40
77   63 14
377   443 -66
49   76 -27
69   144 -75
81   66 15
69   87 -18
52   103 -51
130   68 62
54   56 -2
94   135 -41
90   104 -14
124   173 -49
65   79 -14
394   539 -145
1,377   3,014 -1,637
1,187   3,290 -2,103
411   558 -147
52   45 7
38   50 -12
51   58 -7
108   96 12
41   50 -9
31   80 -49
1,032   917 115
827   1,208 -381
996   962 34
1,135   1,835 -700
2,601   5,681 -3,080
817   836 -19
1,240   971 269
2,884   4,348 -1,464
29,034   32,087 -3,053
2,726   2,161 565
31,981   35,135 -3,154
1,899   1,748 151
789   635 154
559   1,455 -896
830   2,834 -2,004
2,464   1,968 496
1,318   1,112 206
1,756   1,341 415
1,246   915 331
2,052   1,722 330
1,154   1,345 -191
2,022   2,547 -525
694   1,515 -821
1,593   2,366 -773
2,697   4,690 -1,993
1,202   1,030 172
1,328   1,657 -329
1,366   938 428
31,022   32,923 -1,901
2,410   2,209 201
30,346   34,891 -4,545
2,218   1,690 528
4,305   3,827 478
2,647   2,027 620
2,517   1,967 550
2,642   2,487 155
1,369   1,351 18
1,278   1,299 -21
36   24 12
1,299   1,030 269
2,105   3,715 -1,610
2,425   4,610 -2,185
2,865   2,015 850
2,610   1,779 831
2,634   1,847 787
1,339   1,866 -527
1,427   1,920 -493
500   574 -74
1,335   1,159 176
2,577   2,148 429
4,254   2,889 1,365
553   214 339
1,230   199 1,031
523   465 58
569   343 226
530   443 87
576   669 -93
1,292   791 501
1,486   1,072 414
678   424 254
678   396 282
2,125   1,635 490
2,931   1,887 1,044
2,628   1,569 1,059
1,563   908 655
1,435   1,832 -397
1,085   1,523 -438
2,591   1,506 1,085
4,024   4,801 -777
2,602   3,211 -609
589   643 -54
547   616 -69
3,278   2,704 574
3,608   3,969 -361
3,032   4,960 -1,928
644   398 246
543   416 127
697   669 28
523   479 44
452   459 -7
164   159 5
313   208 105
395   392 3
6   6  
2   2  
2,066   2,190 -124
1,561   458 1,103
5,828   3,815 2,013
2,705   1,167 1,538
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
      4,814
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       298
b       -749
c       186
d       236
e       1,138
      -1,078
      -1,477
      626
      315
      -351
      194
      559
      -40
      -2,343
      2,151
      492
      205
      -7
      283
      303
      10
      -50
      -1,611
      -2,032
      -4,011
      -958
      -4,160
      7
      9
      -508
      -15
      -118
      -283
      -34
      -55
      -1
      -71
      40
      14
      -66
      -27
      -75
      15
      -18
      -51
      62
      -2
      -41
      -14
      -49
      -14
      -145
      -1,637
      -2,103
      -147
      7
      -12
      -7
      12
      -9
      -49
      115
      -381
      34
      -700
      -3,080
      -19
      269
      -1,464
      -3,053
      565
      -3,154
      151
      154
      -896
      -2,004
      496
      206
      415
      331
      330
      -191
      -525
      -821
      -773
      -1,993
      172
      -329
      428
      -1,901
      201
      -4,545
      528
      478
      620
      550
      155
      18
      -21
      12
      269
      -1,610
      -2,185
      850
      831
      787
      -527
      -493
      -74
      176
      429
      1,365
      339
      1,031
      58
      226
      87
      -93
      501
      414
      254
      282
      490
      1,044
      1,059
      655
      -397
      -438
      1,085
      -777
      -609
      -54
      -69
      574
      -361
      -1,928
      246
      127
      28
      44
      -7
      5
      105
      3
       
       
      -124
      1,103
      2,013
      1,538
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 -22,349
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................................ 1 518
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 0
3 Add lines 1 and 2........................... 3 518
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- ..... 5 518
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,284
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,284
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.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 766
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet520 RefundedBullet 11 246
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 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 changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletAK
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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 ofbulletWELLS FARGO BANK NA Telephone no.bullet (888) 730-4933

    Located atbullet100 N MAIN ST MAC D4001-117WINSTON SALEMNC ZIP+4bullet27101
    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
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 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
     
     
    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
     
     
    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
    WELLS FARGO BANK N A TRUSTEE
    1     		24,084    
    100 N MAIN ST MAC D4001-117
    WINSTON SALEM,NC27101
    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...................bullet 0
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    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
    2,131,687
    b
    Average of monthly cash balances.......................
    1b
    72,956
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,204,643
    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
    2,204,643
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    33,070
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,171,573
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    108,579
    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
    108,579
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    518
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    518
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    108,061
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    108,061
    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
    108,061
    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
    103,720
    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
    103,720
    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
    103,720
    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 7 108,061
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 31,061
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 103,720
    a Applied to 2019, but not more than line 2a 31,061
    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 2020 distributable amount..... 72,659
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		35,402
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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
    3 TO 5 PRESCHOOL INC
    110 COLLEGE DRIVE
    SITKA,AK99835     		NONE PC GENERAL OPERATING 7,331
    ALASKA ARTS SOUTHEAST INC
    110 COLLEGE DR
    SITKA,AK99835     		NONE PC GENERAL OPERATING 7,929
    BRAVE HEART VOLUNTEERS INC
    PO BOX 6336
    SITKA,AK99835     		NONE PC GENERAL OPERATING 8,750
    SITKA HIGH SCHOOL
    1000 LAKE S
    SITKA,AK99835     		NONE GOV GENERAL OPERATING 34,330
    SITKA SUMMER MUSIC FESTIVAL INC
    PO BOX 3333
    SITKA,AK99835     		NONE PC GENERAL OPERATING 3,357
    SOUTHEAST ALASKA INDEPENDENT
    3225 HOSPITAL DR 300
    JUNEAU,AK99801     		NONE PC GENERAL OPERATING 6,614
    SITKA SOUND SCIENCE CENTER
    834 LINCOLN ST
    SITKA,AK99835     		NONE PC GENERAL OPERATING 16,736
    DOLLYWOOD FOUNDATION
    111 DOLLYWOOD LN
    PIGEON FORGE,TN37863     		NONE PC GENERAL OPERATING 2,357
    AIREL STARBUCK
    2168 HALIBUT POINT RD
    SITKA,AK99835     		NONE PC GENERAL OPERATING 713
    OUTER COAST
    OUTER COAST PO BOX 6573
    Sitka,AK99835     		NONE PC GENERAL OPERATING 2,437
    MT EDGECUMBE PRESCHOOL INC
    129 SEWARD ST
    SITKA,AK99835     		NONE PC GENERAL OPERATING 2,536
    ARTCHANGE
    POB 6224
    Sitka,AK99835     		NONE PC GENERAL OPERATING 2,250
    Total .................................bullet 3a 95,340
    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 64,707  
    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.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -22,349  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME     		    1 1,565  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   43,923  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    43,923
    (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.)
    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

    TY 2020 AccountingFeesSchedule
    Name:
    SITKA AK PERMANENT CHARIT TR-MAIN
    EIN:
    92-6027202
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 950     950

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    SITKA AK PERMANENT CHARIT TR-MAIN
    EIN:
    92-6027202
    Name of Stock End of Year Book Value End of Year Fair Market Value
    25746U109 DOMINION ENERGY INC 5,514 5,565
    7591EP100 REGIONS FINL CORP NE 4,387 5,545
    641069406 NESTLE S.A. REGISTER 3,820 5,183
    742718109 PROCTER & GAMBLE CO 5,683 6,679
    89151E109 TOTAL S.A. - ADR 5,074 3,898
    874060205 TAKEDA PHARMACEUTIC- 4,484 4,441
    609207105 MONDELEZ INTERNATION 4,075 5,730
    713448108 PEPSICO INC 6,471 7,860
    30231G102 EXXON MOBIL CORPORAT 15,009 8,574
    636274409 NATIONAL GRID PLC-SP 8,119 8,028
    05534B760 BCE INC 10,700 9,844
    00287Y109 ABBVIE INC 10,869 13,501
    054536107 AXA - ADR 4,977 4,742
    032654105 ANALOG DEVICES INC 2,359 4,136
    478160104 JOHNSON & JOHNSON 7,654 7,869
    66987V109 NOVARTIS AG - ADR 5,772 7,932
    060505104 BANK OF AMERICA CORP 3,801 4,274
    438516106 HONEYWELL INTERNATIO 4,578 5,530
    620076307 MOTOROLA SOLUTIONS, 4,630 5,442
    58933Y105 MERCK & CO INC NEW 14,038 16,033
    126650100 CVS HEALTH CORPORATI 5,242 5,806
    418056107 HASBRO INC 5,619 5,519
    539830109 LOCKHEED MARTIN CORP 3,524 7,100
    594918104 MICROSOFT CORP 962 6,450
    749685103 RPM INTERNATIONAL IN 4,809 6,445
    055262505 BASF AKTIENGESELLSCH 4,217 3,660
    83175M205 SMITH & NEPHEW PLC - 2,400 2,699
    826197501 SIEMENS AG - SPONSOR 3,672 4,595
    25157Y202 DEUTSCHE POST AG ADR 3,344 4,386
    17275R102 CISCO SYSTEMS INC 13,914 18,258
    375558103 GILEAD SCIENCES INC 11,350 10,196
    446150104 HUNTINGTON BANCSHARE 7,090 6,605
    29250N105 ENBRIDGE INC 8,195 6,910
    69351T106 PPL CORPORATION 5,115 4,794
    92343V104 VERIZON COMMUNICATIO 15,611 17,860
    166764100 CHEVRON CORP 12,706 9,965
    G29183103 EATON CORP PLC 2,742 3,244
    459506101 INTERNATIONAL FLAVOR 4,145 3,918
    548661107 LOWES COS INC 4,573 8,347
    747525103 QUALCOMM INC 2,570 5,941
    907818108 UNION PACIFIC CORP 2,708 2,707
    969457100 WILLIAMS COS INC 5,670 5,053
    38141G104 GOLDMAN SACHS GROUP 5,663 6,593
    76131D103 RESTAURANT BRANDS IN 4,917 5,989
    031162100 AMGEN INC 4,672 5,978
    693475105 PNC FINANCIAL SERVIC 5,054 6,258
    46625H100 JPMORGAN CHASE & CO 4,871 7,497
    88579Y101 3M CO 2,643 3,146
    771195104 ROCHE HOLDINGS LTD - 3,637 4,910
    251542106 DEUTSCHE BOERSE AG A 4,932 5,442
    500472303 PHILIPS ELECTRONICS 2,533 4,550
    110448107 BRITISH AMERICAN TOB 15,869 14,696
    136069101 CANADIAN IMPERIAL BK 12,592 12,564
    26441C204 DUKE ENERGY HOLDING 10,030 13,459
    20030N101 COMCAST CORP CLASS A 5,500 7,179
    889110102 TOKYO ELECTRON LTD-U 2,642 3,837
    92857W308 VODAFONE GROUP PLC-S 12,523 9,361
    717081103 PFIZER INC 11,994 11,080
    842587107 SOUTHERN CO 8,350 10,136
    904767704 UNILEVER PLC - ADR 11,965 14,185
    718172109 PHILIP MORRIS INTERN 16,940 16,889
    80105N105 SANOFI-ADR 3,039 2,867
    G25839104 COCA-COLA EUROPEAN P 4,863 6,279
    86562M209 SUMITOMO TRUST AND B 5,871 4,523
    370334104 GENERAL MILLS INC 5,404 5,174
    744573106 PUBLIC SVC ENTERPRIS 4,451 5,888
    191216100 COCA COLA CO 9,449 11,133
    87807B107 TC ENERGY CORP 11,355 9,976
    00206R102 AT & T INC 14,183 11,935
    37733W105 GLAXOSMITHKLINE PLC 3,430 2,392
    833034101 SNAP ON INC 4,649 5,134
    686330101 ORIX CORPORATION - A 2,629 2,784
    G5960L103 MEDTRONIC PLC 2,381 3,631
    502441306 LVMH MOET HENNESSY U 986 3,617
    65339F101 NEXTERA ENERGY INC 2,075 6,172
    025537101 AMERICAN ELECTRIC PO 5,424 5,413
    110122108 BRISTOL MYERS SQUIBB 3,927 4,218
    459200101 INTERNATIONAL BUSINE 5,079 5,161
    494368103 KIMBERLY CLARK CORP 2,841 2,697

    TY 2020 InvestmentsOtherSchedule2
    Name:
    SITKA AK PERMANENT CHARIT TR-MAIN
    EIN:
    92-6027202
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    464287309 ISHARES S&P 500 GROW AT COST 148,129 397,982
    464287473 ISHARES RUSSELL MID- AT COST 37,465 49,450
    89609H704 TRIBUTARY SMALL CO-I AT COST 28,450 29,374
    446150104 HUNTINGTON BANCSHARE      
    911312106 UNITED PARCEL SERVIC      
    30231G102 EXXON MOBIL CORPORAT      
    26441C204 DUKE ENERGY HOLDING      
    718172109 PHILIP MORRIS INTERN      
    031162100 AMGEN INC      
    418056107 HASBRO INC      
    641069406 NESTLE S.A. REGISTER      
    87234N765 TCW EMRG MKTS INCM-I AT COST 106,470 111,859
    922908553 VANGUARD REAL ESTATE AT COST 99,745 110,409
    842587107 SOUTHERN CO      
    92276F100 VENTAS INC COM      
    166764100 CHEVRON CORP      
    032654105 ANALOG DEVICES INC      
    17275R102 CISCO SYSTEMS INC      
    375558103 GILEAD SCIENCES INC      
    594918104 MICROSOFT CORP      
    744573106 PUBLIC SVC ENTERPRIS      
    471105205 JAPAN TOBACCO INC-UN      
    502441306 LVMH MOET HENNESSY U      
    780259206 ROYAL DUTCH SHELL PL      
    BIT990000 BLACKSTONE REAL ESTA AT COST 97,138 106,953
    742537236 PRINCIPAL GL MULT ST      
    464287507 ISHARES CORE S&P MID AT COST 98,924 149,390
    957663701 WESTERN ASSET INTERM      
    64128R608 NEUBERGER BERMAN LON AT COST 44,758 57,630
    494368103 KIMBERLY CLARK CORP      
    713448108 PEPSICO INC      
    636274409 NATIONAL GRID PLC-SP      
    456837103 ING GROEP N.V. - ADR      
    771195104 ROCHE HOLDINGS LTD -      
    833034101 SNAP ON INC      
    060505104 BANK AMER CORP      
    904784709 UNILEVER N.V. - ADR      
    500472303 KONINKLIJKE PHILIPS      
    902641646 E-TRACS ALERIAN MLP      
    674599105 OCCIDENTAL PETE CORP      
    191216100 COCA COLA CO      
    05534B760 BCE INC      
    G491BT108 INVESCO LIMITED      
    055262505 BASF AG      
    46625H100 JPMORGAN CHASE & CO      
    92334N103 VEOLIA ENVIRONNEMENT      
    20449X401 COMPASS GROUP PLC AD      
    19248X307 COHEN & STEERS PR SE      
    4812C0803 JPMORGAN HIGH YIELD      
    74925K581 BOSTON P LNG/SHRT RE AT COST 55,979 58,095
    37733W105 GLAXOSMITHKLINE PLC      
    756109104 REALTY INCOME CORP C      
    92343V104 VERIZON COMMUNICATIO      
    826197501 SIEMENS AG - ADR      
    609207105 MONDELEZ INTERNATION      
    756255204 RECKITT BENCKIS/S AD      
    256210105 DODGE & COX INCOME F AT COST 136,875 150,044
    09260C703 BLACKROCK GL L/S CRE      
    277911491 EATON VANCE FLOATING      
    89151E109 TOTAL FINA ELF S.A.      
    055622104 BP P L C SPONS ADR      
    00287Y109 ABBVIE INC      
    66987V109 NOVARTIS AG - ADR      
    747525103 QUALCOMM INC      
    03524A108 ANHEUSER-BUSCH INBEV      
    064149107 BANK OF NOVA SCOTIA      
    693475105 PNC FINANCIAL SERVIC      
    110448107 BRITISH AMERICAN TOB      
    95040Q104 WELLTOWER INC      
    00206R102 AT & T INC      
    539830109 LOCKHEED MARTIN CORP      
    G25839104 COCA-COLA EUROPEAN P      
    464287804 ISHARES CORE S&P SMA AT COST 52,590 87,765
    256206103 DODGE & COX INTL STO AT COST 22,939 29,939
    63872T729 ALPA SPLX MGD FUTR S AT COST 45,598 39,030
    92857W308 VODAFONE GROUP PLC-S      
    136069101 CANADIAN IMPERIAL BK      
    25746U109 DOMINION RES INC VA      
    69351T106 PPL CORPORATION      
    02209S103 ALTRIA GROUP INC      
    054536107 AXA ADR      
    126650100 CVS/CAREMARK CORPORA      
    717081103 PFIZER INC      
    62942M201 NTT DOCOMO, INC. - A      
    58933Y105 MERCK & CO INC NEW      
    80105N105 SANOFI-AVENTIS - ADR      
    65339F101 NEXTERA ENERGY INC      
    86562M209 SUMITOMO TRUST AND B      
    749685103 RPM INTERNATIONAL IN      
    29250N105 ENBRIDGE INC      
    87807B107 TC ENERGY CORP      
    N53745100 LYONDELLBASELL INDU-      
    780259107 ROYAL DUTCH SHELL PL      
    00143W859 INV OPP DEVELOP MRKT AT COST 85,772 141,565
    969457100 WILLIAMS COS INC      
    20030N101 COMCAST CORP CLASS A      
    7591EP100 REGIONS FINL CORP NE      
    548661107 LOWES COS INC      
    438516106 HONEYWELL INTERNATIO      
    31502A303 FERGUSON NEWCO PLC-A      
    25157Y202 DEUTSCHE POST AG ADR      
    G0250X107 AMCOR PLC      
    22822V101 CROWN CASTLE INTL CO AT COST 4,048 3,980
    90274D382 ETRACS ALERIAN INFRA AT COST 45,429 12,867
    957663610 WESTERN ASSET INTMD AT COST 123,900 127,872
    19248X604 COHEN & STEERS PR SE AT COST 54,632 57,722
    74440Y884 PGIM HIGH YIELD-Q 10 AT COST 80,000 83,485

    TY 2020 OtherDecreasesSchedule
    Name:
    SITKA AK PERMANENT CHARIT TR-MAIN
    EIN:
    92-6027202
    Description Amount
    PY RETURN OF CAPITAL ADJ 1,075


    TY 2020 OtherExpensesSchedule
    Name:
    SITKA AK PERMANENT CHARIT TR-MAIN
    EIN:
    92-6027202
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 4 0   4
    OTHER ADMINISTRATIVE EXPENSE 1,405 0   1,405
    INVESTMENT EXPENSES - ADR FEES 138 138   0


    TY 2020 OtherIncomeSchedule2
    Name:
    SITKA AK PERMANENT CHARIT TR-MAIN
    EIN:
    92-6027202
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 1,565 1,565  


    TY 2020 OtherIncreasesSchedule
    Name:
    SITKA AK PERMANENT CHARIT TR-MAIN
    EIN:
    92-6027202
    Description Amount
    MUTUAL FUND TIMING ADJ 210
    COST BASIS ADJUSTMENT 526


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    SITKA AK PERMANENT CHARIT TR-MAIN
    EIN:
    92-6027202
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 1,073 1,073    


    TY 2020 TaxesSchedule
    Name:
    SITKA AK PERMANENT CHARIT TR-MAIN
    EIN:
    92-6027202
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 998 998   0
    FEDERAL ESTIMATES - PRINCIPAL 665 0   0