Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,309,175J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 72,998 67,283  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -3,505
b Gross sales price for all assets on line 6a 857,036
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
List of Attached Documents:
// Content
461    
12 Total. Add lines 1 through 11........ 69,954 67,283  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 24,100 18,075   6,025
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
List of Attached Documents:
// Content
1,061 0 0 1,061
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,811 1,811   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,326 1,326   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
List of Attached Documents:
// Content
1,700 200   1,500
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 29,998 21,412 0 8,586
25 Contributions, gifts, grants paid....... 87,145 87,145
26 Total expenses and disbursements. Add lines 24 and 25 117,143 21,412 0 95,731
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -47,189
b Net investment income (if negative, enter -0-) 45,871
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 386 63 63
2 Savings and temporary cash investments......... 120,047 82,968 82,968
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
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)....... 522,864 Click to see attachment
List of Attached Documents:
// Content
522,569 		573,762
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,245,775 Click to see attachment
List of Attached Documents:
// Content
1,234,853 		1,652,382
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,889,072 1,840,453 2,309,175
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,889,072 1,840,453
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)..... 1,889,072 1,840,453
30 Total liabilities and net assets/fund balances (see instructions). 1,889,072 1,840,453
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
1,889,072
2
Enter amount from Part I, line 27a .....................
2
-47,189
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
411
4
Add lines 1, 2, and 3 ..........................
4
1,842,294
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,841
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,840,453
Form 990-PF (2023)
Form 990-PF (2023)
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 42. MERCK & CO INC NEW     2023-01-09
b 142. VODAFONE GROUP PLC-SP ADR     2023-01-09
c 109. BRITISH AMERICAN TOBACCO P.L.C - ADR     2023-01-25
d 2. GOLDMAN SACHS GROUP INC   2020-11-16 2023-01-25
e 10. HASBRO INC     2023-01-25
3. LOCKHEED MARTIN CORP   2013-09-18 2023-01-25
3. LOWES COS INC   2022-05-19 2023-01-25
3. LOWES COS INC   2020-03-09 2023-01-25
9. MERCK & CO INC NEW     2023-01-25
5. QUALCOMM INC   2022-05-19 2023-01-25
19. SIEMENS AG - SPONSORED ADR   2020-10-12 2023-01-25
31. TJX COMPANIES INC   2021-04-19 2023-01-25
10. TOTAL S.A. - ADR   2013-09-18 2023-01-25
3. UNION PACIFIC CORP   2020-11-16 2023-01-25
18. GILEAD SCIENCES INC     2023-01-30
19. GILEAD SCIENCES INC   2020-08-21 2023-02-02
22. JPMORGAN CHASE & CO   2022-08-15 2023-02-02
24. GILEAD SCIENCES INC     2023-02-14
26. GILEAD SCIENCES INC     2023-02-22
16. JPMORGAN CHASE & CO     2023-02-22
216. VODAFONE GROUP PLC-SP ADR     2023-02-22
10. CLOROX CO   2022-02-17 2023-03-06
10. JPMORGAN CHASE & CO   2022-10-04 2023-03-06
95. VODAFONE GROUP PLC-SP ADR   2022-05-24 2023-03-06
144. VODAFONE GROUP PLC-SP ADR     2023-03-06
8. CLOROX CO   2022-02-17 2023-03-28
27. DIGITAL RLTY TR INC     2023-03-28
10. ABBVIE INC     2023-04-03
9. ASTRAZENECA PLC ADR   2022-03-14 2023-04-03
8. CLOROX CO     2023-04-03
73. DEUTSCHE POST AG ADR   2019-12-11 2023-04-03
12. DIGITAL RLTY TR INC   2022-06-13 2023-04-03
20. DIGITAL RLTY TR INC     2023-04-03
9. LVMH MOET HENNESSY UNSP ADR - ADR   2022-03-14 2023-04-03
4. LOCKHEED MARTIN CORP   2013-09-18 2023-04-03
7. STANLEY BLACK & DECKERINC.   2022-05-19 2023-04-03
35. STANLEY BLACK & DECKERINC.     2023-04-03
58. TOTAL S.A. - ADR     2023-04-03
16. VERIZON COMMUNICATIONS   2021-09-23 2023-04-03
21. VINCI SA ADR   2021-04-01 2023-04-03
.5 TOKYO ELECTRON LTD-UNSP ADR   2020-09-22 2023-04-10
44. BRITISH AMERICAN TOBACCO P.L.C - ADR     2023-04-12
32. CISCO SYSTEMS INC   2022-05-24 2023-04-12
19. GILEAD SCIENCES INC     2023-04-12
46. BRITISH AMERICAN TOBACCO P.L.C - ADR     2023-05-04
17. CLOROX CO     2023-05-04
78. BRITISH AMERICAN TOBACCO P.L.C - ADR     2023-05-10
1. CME GROUP INC   2022-06-24 2023-06-09
6. CISCO SYSTEMS INC   2014-02-28 2023-06-09
2. JOHNSON & JOHNSON   2022-06-24 2023-06-09
2. MERCK & CO INC NEW   2021-12-06 2023-06-09
2. NESTLE S.A. REGISTERED SHARES - ADR   2022-08-31 2023-06-09
146. NORDEA BANK ABP - SPON ADR   2021-12-06 2023-06-09
1. PEPSICO INC   2022-03-14 2023-06-09
8. PROCTER & GAMBLE CO   2021-03-01 2023-06-09
232. RECKITT BENCKIS/S ADR   2021-12-06 2023-06-09
39. ROCHE HOLDINGS LTD - ADR   2022-11-02 2023-06-09
23. ROCHE HOLDINGS LTD - ADR   2013-09-18 2023-06-09
2. SAP SE   2021-04-19 2023-06-09
7. SMITH & NEPHEW PLC - ADR   2021-09-09 2023-06-09
25. TOKYO ELECTRON LTD-UNSP ADR   2022-05-20 2023-06-09
23. UNILEVER PLC - ADR   2020-02-23 2023-06-09
4. COCA-COLA EUROPACIFIC PARTNE   2020-06-08 2023-06-09
22. MEDTRONIC PLC   2022-08-31 2023-06-09
14. MEDTRONIC PLC   2022-02-14 2023-06-09
21. CISCO SYSTEMS INC     2023-06-14
14. GILEAD SCIENCES INC     2023-06-14
81. KEYCORP NEW   2022-05-24 2023-06-14
15. SOUTHERN CO     2023-06-14
84. KEYCORP NEW     2023-06-27
29. CISCO SYSTEMS INC     2023-07-10
57. KEYCORP NEW   2022-08-15 2023-07-10
13. KEYCORP NEW   2022-06-13 2023-07-10
28. CISCO SYSTEMS INC   2022-06-30 2023-07-12
71. KEYCORP NEW     2023-07-12
96. VERIZON COMMUNICATIONS     2023-07-17
198. AT & T INC     2023-07-18
76. WALGREENS BOOTS ALLIANCE INC     2023-09-01
33. WALGREENS BOOTS ALLIANCE INC   2023-04-03 2023-09-11
72. WALGREENS BOOTS ALLIANCE INC     2023-09-11
11. SANDOZ GROUP AG ADR     2023-10-10
5. AMGEN INC     2023-10-17
28. SANOFI-ADR   2023-01-09 2023-10-17
.4 SANDOZ GROUP AG ADR   2016-02-18 2023-10-24
10. AMGEN INC     2023-11-17
54. UNILEVER PLC - ADR     2023-11-17
24. CROWN CASTLE INC     2023-12-14
1759.125 INV OPP DEVELOP MRKTS-R6 7038     2023-12-20
4005.692 COHEN & STEERS PR SEC&INC-F #6639   2018-05-02 2023-12-20
10241.895 DODGE & COX INCOME FD COM #147     2023-12-20
1300. ISHARES S&P 500 GROWTH ETF     2023-12-20
35240. PGIM HIGH YIELD-Q 1067     2023-12-20
13160.513 TCW EMRG MRKTS INC-PLAN #5721   2018-05-02 2023-12-20
356.879 TRIBUTARY SMALL CO-INST PLUS #1705   2018-05-08 2023-12-20
11207.015 WESTERN ASSET INTMD BND-S #2277     2023-12-20
17. AIRBUS SE - UNSP ADR   2022-05-19 2023-12-21
16. ANALOG DEVICES INC     2023-12-21
15. COMCAST CORP CLASS A   2019-06-14 2023-12-21
2. MICROSOFT CORP   2013-09-18 2023-12-21
15. MOTOROLA SOLUTIONS, INC.     2023-12-21
52.99982 PFIZER INC   2023-01-25 2023-12-21
46.00018 PFIZER INC   2023-01-25 2023-12-21
10. QUALCOMM INC     2023-12-21
6. RPM INTERNATIONAL INC   2021-09-23 2023-12-21
35. SCHNEIDER ELECTRIC SE - ADR   2023-04-03 2023-12-21
19. TOKYO ELECTRON LTD-UNSP ADR     2023-12-21
10. UNION PACIFIC CORP   2020-11-16 2023-12-21
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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 4,638   3,098 1,540
b 1,527   4,244 -2,717
c 4,117   5,162 -1,045
d 689   444 245
e 631   982 -351
1,344   391 953
613   557 56
613   293 320
981   678 303
642   656 -14
1,480   1,383 97
2,502   2,153 349
632   573 59
603   625 -22
1,493   1,207 286
1,545   1,255 290
3,065   2,669 396
2,088   1,601 487
2,163   1,719 444
2,204   1,883 321
2,579   3,959 -1,380
1,550   1,431 119
1,437   1,127 310
1,147   1,569 -422
1,739   2,140 -401
1,251   1,145 106
2,458   3,528 -1,070
1,597   913 684
625   554 71
1,259   1,128 131
3,366   2,774 592
1,146   1,532 -386
1,911   2,684 -773
1,650   1,188 462
1,894   521 1,373
556   812 -256
2,780   6,254 -3,474
3,623   3,187 436
625   870 -245
596   557 39
29   21 8
1,563   1,511 52
1,609   1,395 214
1,567   1,178 389
1,625   1,801 -176
2,926   2,430 496
2,715   2,976 -261
185   208 -23
297   132 165
320   361 -41
219   147 72
238   235 3
1,515   1,762 -247
181   157 24
1,164   1,001 163
3,543   3,883 -340
1,525   1,620 -95
899   752 147
266   279 -13
210   264 -54
1,699   1,897 -198
1,145   1,428 -283
254   172 82
1,825   1,948 -123
1,161   1,444 -283
1,070   908 162
1,087   835 252
836   1,538 -702
1,067   673 394
781   1,453 -672
1,484   1,249 235
544   1,096 -552
124   224 -100
1,420   1,199 221
721   1,295 -574
3,192   5,216 -2,024
2,715   5,280 -2,565
1,840   3,837 -1,997
727   1,169 -442
1,587   3,554 -1,967
303   192 111
1,420   1,066 354
1,517   1,367 150
11   7 4
2,669   2,389 280
2,556   2,494 62
2,761   3,645 -884
66,126   59,623 6,503
47,067   53,861 -6,794
128,945   136,875 -7,930
98,145   24,717 73,428
166,685   192,000 -25,315
84,622   105,928 -21,306
10,421   10,332 89
108,484   123,900 -15,416
643   480 163
3,131   2,127 1,004
663   636 27
745   66 679
4,614   2,351 2,263
1,478   2,378 -900
1,283   2,064 -781
1,419   997 422
669   476 193
1,383   1,156 227
1,654   1,421 233
2,382   2,083 299
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      1,289
      1,289
      1,289
      1,289
      1,289
      1,289
      1,289
      1,289
      1,289
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       1,540
b       -2,717
c       -1,045
d       245
e       -351
      953
      56
      320
      303
      -14
      97
      349
      59
      -22
      286
      290
      396
      487
      444
      321
      -1,380
      119
      310
      -422
      -401
      106
      -1,070
      684
      71
      131
      592
      -386
      -773
      462
      1,373
      -256
      -3,474
      436
      -245
      39
      8
      52
      214
      389
      -176
      496
      -261
      -23
      165
      -41
      72
      3
      -247
      24
      163
      -340
      -95
      147
      -13
      -54
      -198
      -283
      82
      -123
      -283
      162
      252
      -702
      394
      -672
      235
      -552
      -100
      221
      -574
      -2,024
      -2,565
      -1,997
      -442
      -1,967
      111
      354
      150
      4
      280
      62
      -884
      6,503
      -6,794
      -7,930
      73,428
      -25,315
      -21,306
      89
      -15,416
      163
      1,004
      27
      679
      2,263
      -900
      -781
      422
      193
      227
      233
      299
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -3,505
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
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 right arrow 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) 1 638
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 638
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- ..... 5 638
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 664
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.............. 7 664
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 26
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow26 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowAK
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See 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 addressright arrowN/A
14
The books are in care ofright arrowWELLS FARGO BANK NA Telephone no.right arrow (800) 352-3705

Located atright arrow100 N MAIN ST FL 5D4001-052WINSTON SALEMNC ZIP+4right arrow27101
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
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 		24,100    
100 N MAIN ST FL 5D4001-052
WINSTONSALEM,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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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.............right arrow0
Part VIII-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 VIII-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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
2,124,071
b
Average of monthly cash balances.......................
1b
84,487
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,208,558
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
2,208,558
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
33,128
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,175,430
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
108,772
Part X
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 IX, line 6..................
1
108,772
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
638
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
638
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
108,134
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
108,134
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 XII, line 1 ...
7
108,134
Part XI
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
95,731
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
95,731
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 108,134
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 51,809
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 95,731
a Applied to 2022, but not more than line 2a 51,809
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 2023 distributable amount..... 43,922
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		64,212
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

ALASKA ARTS SOUTHEAST INC

PO BOX 3086
SITKA,AK998353086 		NONE PC GENERAL OPERATING 6,750

SITKA SOUND SCIENCE CENTER

834 LINCOLN ST
SITKA,AK998357650 		NONE PC GENERAL OPERATING 21,389

ARTCHANGE INC

PO BOX 6224
SITKA,AK998356224 		NONE PC GENERAL OPERATING 2,083

BRAVE HEART VOLUNTEERS INC

129 KATLIAN ST
SITKA,AK998350000 		NONE PC GENERAL OPERATING 5,667

FRIENDS OF SITKA CIRCUS ARTS

1315 SAWMILL CREEK RD APT A
SITKA,AK998359804 		NONE PC GENERAL OPERATING 2,291

OUTER COAST

OUTER COAST PO BOX 6573
SITKA,AK99835 		NONE PC GENERAL OPERATING 5,833

SITKA TRAIL WORKS

801 HALIBUT POINT RD
SITKA,AK998357102 		NONE PC GENERAL OPERATING 5,950

SOUTHEAST ALASKA INDEPENDENT LIVING INC

8711 TEAL ST STE 300
JUNEAU,AK998018072 		NONE PC GENERAL OPERATING 6,117

DOLLY PARTON'S IMAGINATION LIBRARY

111 E MAIN ST 2ND FLOOR
SEVIERVILLE,TN37802 		NONE PC GENERAL OPERATING 2,467

SITKA HIGH SCHOOL DDF

1000 LAKE ST
SITKA,AK99835 		NONE PC GENERAL OPERATING 3,950

SITKA SCHOOL DISTRICT -SITKA HIGH SCHOOL

1000 LAKE ST
SITKA,AK99835 		NONE PC GENERAL OPERATING 24,648
Total .................................right arrow 3a 87,145
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 72,998  
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 -3,505  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 461  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   69,954  
13Total. Add line 12, columns (b), (d), and (e)..................
13
69,954
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 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 1,061     1,061

TY 2023 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 11,472 7,567
7591EP100 REGIONS FINL CORP NE 3,462 3,004
641069406 NESTLE S.A. REGISTER 6,152 7,400
742718109 PROCTER & GAMBLE CO 7,018 8,206
89151E109 TOTALENERGIES SE -SP 15,073 19,540
609207105 MONDELEZ INTERNATION 1,962 3,477
713448108 PEPSICO INC 6,100 6,454
636274409 NATIONAL GRID PLC-SP 9,774 10,674
05534B760 BCE INC 10,548 8,900
00287Y109 ABBVIE INC 13,868 17,822
054536107 AXA - ADR 5,837 7,321
032654105 ANALOG DEVICES INC 1,601 3,773
478160104 JOHNSON & JOHNSON 9,097 9,091
66987V109 NOVARTIS AG - ADR 3,598 5,755
620076307 MOTOROLA SOLUTIONS,    
58933Y105 MERCK & CO INC NEW 5,196 9,594
418056107 HASBRO INC 5,521 2,961
539830109 LOCKHEED MARTIN CORP 782 2,719
594918104 MICROSOFT CORP 365 4,136
749685103 RPM INTERNATIONAL IN 3,764 6,028
83175M205 SMITH & NEPHEW PLC - 3,268 2,373
826197501 SIEMENS AG - SPONSOR 1,997 3,835
25157Y202 DEUTSCHE POST AG ADR 3,211 4,013
17275R102 CISCO SYSTEMS INC 1,977 4,547
375558103 GILEAD SCIENCES INC 3,715 4,942
446150104 HUNTINGTON BANCSHARE 7,304 6,869
29250N105 ENBRIDGE INC 10,574 10,050
69351T106 PPL CORPORATION 4,596 4,065
92343V104 VERIZON COMMUNICATIO 14,950 11,461
459506101 INTERNATIONAL FLAVOR 7,297 5,749
548661107 LOWES COS INC 1,110 3,783
747525103 QUALCOMM INC 2,230 4,917
907818108 UNION PACIFIC CORP 3,221 3,930
969457100 WILLIAMS COS INC 11,640 17,032
38141G104 GOLDMAN SACHS GROUP 2,441 4,243
031162100 AMGEN INC 5,981 7,201
46625H100 JPMORGAN CHASE & CO    
771195104 ROCHE HOLDINGS LTD - 2,427 2,717
251542106 DEUTSCHE BOERSE AG A 5,834 7,273
110448107 BRITISH AMERICAN TOB 6,262 5,067
136069101 CANADIAN IMPERIAL BK 4,761 5,392
26441C204 DUKE ENERGY HOLDING 11,817 15,429
20030N101 COMCAST CORP CLASS A 5,840 6,709
889110102 TOKYO ELECTRON LTD-U 1,620 3,376
92857W308 VODAFONE GROUP PLC-S    
717081103 PFIZER INC 8,523 5,844
842587107 SOUTHERN CO 6,653 8,204
904767704 UNILEVER PLC - ADR 9,013 9,163
718172109 PHILIP MORRIS INTERN 18,165 19,004
80105N105 SANOFI-ADR 9,087 8,902
G25839104 COCA-COLA EUROPACIFI 4,302 7,542
86562M209 SUMITOMO TRUST AND B 5,180 6,321
744573106 PUBLIC SVC ENTERPRIS 1,809 2,935
87807B107 TC ENERGY CORP 13,990 12,665
00206R102 AT & T INC 8,047 6,897
686330101 ORIX CORPORATION - A 3,623 4,483
G5960L103 MEDTRONIC PLC 7,764 7,991
502441306 LVMH MOET HENNESSY U 2,098 4,874
65339F101 NEXTERA ENERGY INC 4,125 5,892
025537101 AMERICAN ELECTRIC PO 7,470 6,904
494368103 KIMBERLY CLARK CORP 8,599 7,534
931427108 WALGREENS BOOTS ALLI    
902973304 US BANCORP 9,191 8,353
65558R109 NORDEA BANK ABP - SP 3,227 3,568
251566105 DEUTSCHE TELEKOM AG 5,614 6,153
803054204 SAP SE ADR 5,853 7,575
205887102 CONAGRA BRANDS INC 4,539 3,754
854502101 STANLEY BLACK & DECK    
872540109 TJX COMPANIES INC 4,932 6,473
89832Q109 TRUIST FINANCIAL COR 9,005 6,572
927320101 VINCI SA ADR 4,492 5,520
756255204 RECKITT BENCKIS/S AD    
N53745100 LYONDELLBASELL INDU- 8,996 9,603
693475105 PNC FINANCIAL SERVIC 8,944 8,207
G0250X107 AMCOR PLC 5,555 4,550
501044101 KROGER CO 6,092 5,897
12572Q105 CME GROUP INC 7,462 8,003
046353108 ASTRAZENECA PLC ADR 3,757 4,378
49271V100 KEURIG DR PEPPER INC 5,781 5,365
911312106 UNITED PARCEL SERVIC 6,018 5,189
26875P101 EOG RESOURCES, INC 5,464 5,080
493267108 KEYCORP NEW    
189054109 CLOROX CO    
009279100 AIRBUS SE - UNSP ADR 3,275 4,474
166764100 CHEVRON CORP 15,019 14,170
191216100 COCA COLA CO 4,249 4,243
29364G103 ENTERGY CORP NEW COM 6,136 5,869
372460105 GENUINE PARTS CO 3,040 3,047
49177J102 KENVUE INC 3,958 4,220
704326107 PAYCHEX INC 2,705 2,740
80687P106 SCHNEIDER ELECTRIC S 2,741 3,339
81783H105 SEVEN & I HOLDINGS C 4,651 4,464
92334N103 VEOLIA ENVIRONNEMENT 4,005 4,072
98389B100 XCEL ENERGY INC 4,157 4,334

TY 2023 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
19248X604 COHEN & STEERS PR SE      
74440Y884 PGIM HIGH YIELD-Q 10      
464287473 ISHARES RUSSELL MID- AT COST 37,465 59,308
89609H704 TRIBUTARY SMALL CO-I      
872365713 TCW EMRG MRKTS INC-P      
256210105 DODGE & COX INCOME F      
464287804 ISHARES CORE S&P SMA AT COST 73,188 123,622
957663610 WESTERN ASSET INTMD      
22822V101 CROWN CASTLE INC AT COST 7,379 5,529
464287507 ISHARES CORE S&P MID AT COST 98,924 180,148
756109104 REALTY INCOME CORP C AT COST 4,071 3,503
253868103 DIGITAL RLTY TR INC      
BIT990000 BLACKSTONE REAL ESTA AT COST 97,138 133,925
464287309 ISHARES S&P 500 GROW AT COST 116,865 343,808
464287655 ISHARES RUSSELL 2000 AT COST 65,144 59,209
00143W859 INV OPP DEVELOP MRKT AT COST 26,158 34,305
464287432 ISHARES 20+ YEAR TRE AT COST 85,225 85,037
464287598 ISHARES RUSSELL 1000 AT COST 93,868 94,193
464288679 ISHARES SHORT TREASU AT COST 192,401 192,728
693390700 PIMCO TOTAL RET FD-I AT COST 101,956 102,192
921937835 VANGUARD TOTAL BOND AT COST 183,835 183,875
921946885 VANGUARD EMERG MKTS AT COST 51,236 51,000

TY 2023 OtherDecreasesSchedule
Name:
SITKA AK PERMANENT CHARIT TR-MAIN
EIN:
92-6027202
Description Amount
ROC ON CY SALES 255
PY RETURN OF CAPITAL ADJUSTMENT 660
TAX LOT BASIS ADJUSTMENT 144
WASH SALE ADJ 782


TY 2023 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
INVESTMENT EXPENSES - ADR FEES 200 200   0
SECRETARY FEES 1,500 0   1,500


TY 2023 OtherIncomeSchedule2
Name:
SITKA AK PERMANENT CHARIT TR-MAIN
EIN:
92-6027202
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 461 0  


TY 2023 OtherIncreasesSchedule
Name:
SITKA AK PERMANENT CHARIT TR-MAIN
EIN:
92-6027202
Description Amount
MUTUAL FUND TIMING ADJ 401
ROUNDING 10


TY 2023 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 1,811 1,811    


TY 2023 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 1,324 1,324   0
FOREIGN TAXES ON NONQUALIFIED 2 2   0