Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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) PO BOX 505 MAC H0006-092
  Room/suite
City or town
SAINT LOUIS
State or province
MO
Country  
ZIP or foreign postal code
63166
A Employer identification number

92-6027202
B Telephone number (see instructions)

8887304933
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$2,632,548J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 75,363 68,932  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 173,138
b Gross sales price for all assets on line 6a 404,015
7 Capital gain net income (from Part IV, line 2)... 173,138
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).......      
12 Total. Add lines 1 through 11........ 248,501 242,070  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 32,501 24,376   8,125
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
1,786 0 0 1,786
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
2,007 2,007   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,402 1,154   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
1,772 262   1,510
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 40,468 27,799 0 11,421
25 Contributions, gifts, grants paid....... 98,423 98,423
26 Total expenses and disbursements. Add lines 24 and 25 ................ 138,891 27,799 0 109,844
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 109,610
b Net investment income (if negative, enter -0-) 214,271
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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.............      
2 Savings and temporary cash investments......... 92,347 70,968 70,968
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts 0      
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)....... 540,779 Click to see attachment
List of Attached Documents:
// Content
587,616 		710,596
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,181,450 Click to see attachment
List of Attached Documents:
// Content
1,265,037 		1,850,984
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,814,576 1,923,621 2,632,548
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,814,576 1,923,621
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)..... 1,814,576 1,923,621
30 Total liabilities and net assets/fund balances (see instructions). 1,814,576 1,923,621
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
1,814,576
2
Enter amount from Part I, line 27a .....................
2
109,610
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
947
4
Add lines 1, 2, and 3 ..........................
4
1,925,133
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
1,512
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,923,621
Form 990-PF (2025)
Form 990-PF (2025)
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 28. BRISTOL MYERS SQUIBB CO   2024-01-17 2025-01-16
b 17. GILEAD SCIENCES INC     2025-01-16
c 34. TC ENERGY CORP     2025-01-16
d 34. VERIZON COMMUNICATIONS   2016-01-06 2025-01-16
e 16. WILLIAMS COS INC   2021-11-10 2025-01-16
600. ISHARES S&P 500 GROWTH ETF   2013-09-24 2025-01-29
285. ISHARES CORE S&P SMALL-CAP E   2014-09-26 2025-01-29
78. AIRBUS SE - UNSP ADR   2022-05-19 2025-02-07
94. AXA - ADR   2016-12-02 2025-02-07
7.00023 TOTAL S.A. - ADR   2024-03-11 2025-02-10
15.99977 TOTAL S.A. - ADR   2024-03-11 2025-02-10
40. TOTAL S.A. - ADR     2025-02-10
73. AT & T INC   2022-04-13 2025-02-20
15. ENTERGY CORP NEW COM   2023-02-14 2025-02-20
12. GILEAD SCIENCES INC   2022-04-01 2025-02-20
9. MORGAN STANLEY   2024-08-12 2025-02-20
8. PAYCHEX INC   2024-07-23 2025-02-25
17. ABBVIE INC   2022-02-14 2025-03-11
82. DEUTSCHE TELEKOM AG - ADR   2021-06-22 2025-03-11
18. KROGER CO   2022-11-02 2025-03-11
26. PHILIP MORRIS INTERNATIONAL IN     2025-03-11
36. BRISTOL MYERS SQUIBB CO     2025-04-08
17. ENTERGY CORP NEW COM     2025-04-08
12. PAYCHEX INC     2025-04-08
20. LYONDELLBASELL INDU-CL A     2025-04-09
36. BRISTOL MYERS SQUIBB CO   2024-03-07 2025-04-17
17. GILEAD SCIENCES INC     2025-04-17
13. PAYCHEX INC     2025-04-17
9. PHILIP MORRIS INTERNATIONAL IN     2025-04-17
23. LYONDELLBASELL INDU-CL A     2025-04-17
1. ABBVIE INC   2022-02-14 2025-04-23
1. ANALOG DEVICES INC   2017-09-01 2025-04-23
2. ASTRAZENECA PLC ADR   2022-02-14 2025-04-23
26. BARCLAYS PLC - ADR   2024-12-03 2025-04-23
3. COMCAST CORP CLASS A     2025-04-23
1. GENUINE PARTS CO   2023-12-21 2025-04-23
1. GOLDMAN SACHS GROUP INC   2020-11-16 2025-04-23
13. HITACHI LIMITED - ADR   2024-05-15 2025-04-23
1. INTERNATIONAL FLAVORS & FRAGRANCES   2020-11-16 2025-04-23
2. LVMH MOET HENNESSY UNSP ADR - ADR   2016-08-05 2025-04-23
1. LOWES COS INC   2020-03-09 2025-04-23
1. MICROSOFT CORP   2013-09-18 2025-04-23
1. NESTLE S.A. REGISTERED SHARES - ADR   2013-09-18 2025-04-23
2. NEXTERA ENERGY INC   2015-04-16 2025-04-23
1. NOVO NORDISK A/S - ADR   2025-03-11 2025-04-23
1. ORIX CORPORATION - ADR   2020-06-09 2025-04-23
1. PHILIP MORRIS INTERNATIONAL IN   2023-07-17 2025-04-23
1. QUALCOMM INC   2016-12-20 2025-04-23
1. RIO TINTO PLC - ADR   2024-03-11 2025-04-23
1. SANOFI-ADR   2013-08-26 2025-04-23
3. SAP SE   2021-04-19 2025-04-23
1. SCHNEIDER ELECTRIC SE - ADR   2023-04-03 2025-04-23
1. SIEMENS AG - SPONSORED ADR   2015-11-04 2025-04-23
11. SUMITOMO TRUST AND BANKING ADR   2018-05-17 2025-04-23
1. TC ENERGY CORP   2018-11-20 2025-04-23
1. TOKYO ELECTRON LTD-UNSP ADR   2020-09-23 2025-04-23
5. VINCI SA ADR     2025-04-23
3. WILLIAMS COS INC   2019-10-29 2025-04-23
4. BRISTOL MYERS SQUIBB CO   2024-06-07 2025-04-28
34. BRISTOL MYERS SQUIBB CO     2025-04-28
13. PHILIP MORRIS INTERNATIONAL IN     2025-04-28
31. BRISTOL MYERS SQUIBB CO   2024-06-07 2025-05-06
17. COCA COLA CO   2023-03-06 2025-05-06
18. ENTERGY CORP NEW COM     2025-05-06
8. PHILIP MORRIS INTERNATIONAL IN     2025-05-06
37. BRISTOL MYERS SQUIBB CO     2025-05-13
18. COCA COLA CO     2025-05-13
24. ENTERGY CORP NEW COM   2023-07-18 2025-05-13
12. GILEAD SCIENCES INC   2024-01-09 2025-05-13
7. PHILIP MORRIS INTERNATIONAL IN   2019-01-10 2025-05-13
41. AXA - ADR     2025-05-20
52. DEUTSCHE BOERSE AG ADR   2020-04-23 2025-05-20
6. KROGER CO   2024-12-03 2025-05-20
49. KROGER CO     2025-05-20
18. NESTLE S.A. REGISTERED SHARES - ADR   2013-09-18 2025-05-20
27. WILLIAMS COS INC     2025-05-20
57. AT & T INC     2025-06-04
9. GILEAD SCIENCES INC   2024-03-07 2025-06-04
5. PHILIP MORRIS INTERNATIONAL IN   2019-01-10 2025-06-04
17. SOUTHERN CO   2020-05-08 2025-06-04
600. ISHARES S&P 500 GROWTH ETF   2013-09-24 2025-07-08
889.434 INV OPP DEVELOP MRKTS-R6 7038   2011-09-27 2025-07-18
16. DUKE ENERGY HOLDING CORP. COM   2013-09-18 2025-07-24
25. MERCK & CO INC NEW   2014-05-05 2025-07-24
18. SIEMENS AG - SPONSORED ADR     2025-07-24
103. HITACHI LIMITED - ADR   2024-05-15 2025-07-25
70. AT & T INC     2025-07-29
26. CANADIAN IMPERIAL BK OF COMMERCE     2025-07-29
17. GILEAD SCIENCES INC   2024-03-07 2025-07-29
64. ORIX CORPORATION - ADR   2020-06-09 2025-07-29
11. SOUTHERN CO   2020-10-22 2025-07-29
80. ORIX CORPORATION - ADR   2020-06-09 2025-07-30
76. AT & T INC     2025-08-06
24. CANADIAN IMPERIAL BK OF COMMERCE     2025-08-06
33. UNITED PARCEL SERVICE-CL B     2025-09-08
16. MORGAN STANLEY     2025-09-11
30. LYONDELLBASELL INDU-CL A     2025-09-11
12. MORGAN STANLEY   2024-10-01 2025-09-15
28. LYONDELLBASELL INDU-CL A     2025-09-15
128. KENVUE INC     2025-09-25
121. KENVUE INC     2025-09-29
30. ALEXANDRIA REAL ESTATE EQUITIES     2025-10-03
26. WILLIAMS COS INC     2025-10-03
23. ALEXANDRIA REAL ESTATE EQUITIES     2025-10-07
8. ALEXANDRIA REAL ESTATE EQUITIES   2024-09-24 2025-10-07
29. WILLIAMS COS INC   2022-01-18 2025-10-07
9. JOHNSON & JOHNSON   2024-08-22 2025-10-10
37.00021 VERIZON COMMUNICATIONS     2025-10-10
43.99979 VERIZON COMMUNICATIONS     2025-10-10
6. ABBVIE INC   2019-07-01 2025-10-15
10. BANK MONTREAL QUE COM   2024-10-01 2025-10-15
7. JOHNSON & JOHNSON   2024-08-22 2025-10-15
6. ABBVIE INC   2019-07-01 2025-11-04
16. ABBVIE INC     2025-11-04
12. AMERICAN ELECTRIC POWER INC   2021-06-28 2025-11-04
8. BANK MONTREAL QUE COM   2024-10-01 2025-11-04
3. COMCAST CORP CLASS A   2024-12-03 2025-11-04
150. COMCAST CORP CLASS A     2025-11-04
10. GENUINE PARTS CO   2025-02-10 2025-11-04
21. GENUINE PARTS CO   2023-12-21 2025-11-04
87. HUNTINGTON BANCSHARES INC     2025-11-04
50. NOVO NORDISK A/S - ADR   2025-03-11 2025-11-04
19. PROCTER & GAMBLE CO   2020-06-08 2025-11-04
25. VERIZON COMMUNICATIONS     2025-11-04
17. XCEL ENERGY INC   2023-09-11 2025-11-04
2. COCA-COLA EUROPACIFIC PARTNE   2025-04-23 2025-11-04
88. COCA-COLA EUROPACIFIC PARTNE     2025-11-04
11. AMERICAN ELECTRIC POWER INC     2025-11-25
5. AMGEN INC   2023-05-04 2025-11-25
11. GILEAD SCIENCES INC   2024-03-07 2025-11-25
43. GSK PLC ADR     2025-11-25
105. HUNTINGTON BANCSHARES INC     2025-11-25
10. JOHNSON & JOHNSON     2025-11-25
17. MAGNUM ICE CREAM CO BV/THE     2025-12-11
13. MCDONALDS CORP   2024-03-11 2025-12-12
42. NESTLE S.A. REGISTERED SHARES - ADR     2025-12-12
5. SAP SE   2021-04-19 2025-12-12
80. SCHNEIDER ELECTRIC SE - ADR   2023-04-03 2025-12-12
11. SNAP ON INC   2024-03-11 2025-12-12
13. TJX COMPANIES INC   2021-03-01 2025-12-12
6.2 MAGNUM ICE CREAM CO BV/THE     2025-12-12
22.8 MAGNUM ICE CREAM CO BV/THE     2025-12-12
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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 1,559   1,397 162
b 1,560   991 569
c 1,572   1,565 7
d 1,299   1,547 -248
e 942   430 512
62,077   13,521 48,556
33,802   15,055 18,747
3,337   2,202 1,135
3,623   2,218 1,405
422   462 -40
964   1,055 -91
2,411   1,901 510
1,900   1,414 486
1,287   798 489
1,314   709 605
1,202   853 349
1,205   983 222
3,634   2,398 1,236
2,983   1,754 1,229
1,203   852 351
3,971   2,660 1,311
1,918   1,827 91
1,342   908 434
1,653   1,513 140
1,043   1,598 -555
1,788   1,916 -128
1,779   1,173 606
1,887   1,683 204
1,466   745 721
1,299   2,001 -702
176   141 35
185   84 101
137   114 23
406   351 55
104   123 -19
117   138 -21
533   222 311
324   240 84
76   115 -39
223   68 155
218   98 120
376   33 343
105   69 36
135   52 83
61   78 -17
20   15 5
168   99 69
142   66 76
60   61 -1
53   50 3
816   418 398
47   33 14
111   50 61
150   95 55
49   37 12
70   43 27
169   133 36
175   58 117
192   165 27
1,635   1,668 -33
2,190   1,055 1,135
1,497   1,277 220
1,213   1,019 194
1,512   961 551
1,378   602 776
1,731   1,834 -103
1,243   1,079 164
1,950   1,183 767
1,222   1,022 200
1,150   478 672
1,921   976 945
1,671   769 902
419   359 60
3,424   2,276 1,148
1,903   1,239 664
1,581   507 1,074
1,578   1,175 403
991   659 332
904   342 562
1,516   942 574
66,243   13,521 52,722
38,130   26,158 11,972
1,916   1,086 830
2,097   1,381 716
2,408   900 1,508
3,220   1,903 1,317
1,916   1,402 514
1,882   1,149 733
1,929   1,245 684
1,433   934 499
1,042   660 382
1,812   1,168 644
2,116   1,500 616
1,742   1,048 694
2,756   6,018 -3,262
2,507   1,543 964
1,642   2,716 -1,074
1,874   1,244 630
1,470   2,680 -1,210
2,108   2,526 -418
1,961   2,585 -624
2,541   3,512 -971
1,683   723 960
1,796   2,515 -719
625   991 -366
1,851   810 1,041
1,722   1,455 267
1,481   1,705 -224
1,761   2,035 -274
1,362   437 925
1,288   903 385
1,332   1,132 200
1,295   437 858
3,431   2,402 1,029
1,446   1,020 426
979   722 257
81   129 -48
4,051   5,722 -1,671
1,223   1,189 34
2,567   2,902 -335
1,326   1,224 102
2,426   3,907 -1,481
2,801   2,249 552
982   1,249 -267
1,385   973 412
174   176 -2
7,638   3,379 4,259
1,332   970 362
1,688   1,154 534
1,395   805 590
2,046   1,479 567
1,695   1,386 309
2,068   1,632 436
268   263 5
4,085   3,811 274
4,109   4,676 -567
1,225   697 528
4,426   2,642 1,784
3,851   3,251 600
2,028   875 1,153
97   93 4
356   283 73
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
      227
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       162
b       569
c       7
d       -248
e       512
      48,556
      18,747
      1,135
      1,405
      -40
      -91
      510
      486
      489
      605
      349
      222
      1,236
      1,229
      351
      1,311
      91
      434
      140
      -555
      -128
      606
      204
      721
      -702
      35
      101
      23
      55
      -19
      -21
      311
      84
      -39
      155
      120
      343
      36
      83
      -17
      5
      69
      76
      -1
      3
      398
      14
      61
      55
      12
      27
      36
      117
      27
      -33
      1,135
      220
      194
      551
      776
      -103
      164
      767
      200
      672
      945
      902
      60
      1,148
      664
      1,074
      403
      332
      562
      574
      52,722
      11,972
      830
      716
      1,508
      1,317
      514
      733
      684
      499
      382
      644
      616
      694
      -3,262
      964
      -1,074
      630
      -1,210
      -418
      -624
      -971
      960
      -719
      -366
      1,041
      267
      -224
      -274
      925
      385
      200
      858
      1,029
      426
      257
      -48
      -1,671
      34
      -335
      102
      -1,481
      552
      -267
      412
      -2
      4,259
      362
      534
      590
      567
      309
      436
      5
      274
      -567
      528
      1,784
      600
      1,153
      4
      73
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 173,138
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 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 2,978
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 2,978
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 2,978
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 944
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.............. 7 944
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 2,034
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
AK
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofWELLS FARGO BANK NA Telephone no. (800) 352-3705

Located at100 N MAIN ST FL 5D4001-052WINSTON SALEMNC ZIP+427101
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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 		32,501    
100 N MAIN ST FL 5D4001-052
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
2,475,727
b
Average of monthly cash balances.......................
1b
65,272
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
2,540,999
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
2,540,999
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
38,115
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,502,884
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
125,144
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
125,144
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
2,978
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,978
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
122,166
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
122,166
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
122,166
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, line 26, column (d) ..........
1a
109,844
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
109,844
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 122,166
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 81,441
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 109,844
a Applied to 2024, but not more than line 2a 81,441
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 2025 distributable amount..... 28,403
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		93,763
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
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 (2025)
Form 990-PF (2025)
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

SITKA HIGH SCHOOL

1000 LAKE ST
SITKA,AK99835 		NONE   GENERAL OPERATING 21,485

PACIFIC HIGH SCHOOL

425 INDIAN WARPATH DRIVE
PACIFIC,MO63069 		NONE   GENERAL OPERATING 10,702

ALASKA ARTS SOUTHEAST INC

110 COLLEGE DRIVE SUITE 111
SITKA,AK99835 		NONE   GENERAL OPERATING 8,000

SITKA SOUND SCIENCE CENTER

834 LINCOLN STREET SUITE 200
SITKA,AK99835 		NONE   GENERAL OPERATING 18,667

BRAVE HEART VOLUNTEERS INC

PO BOX 6336
SITKA,AK99835 		NONE   GENERAL OPERATING 7,817

OUTER COAST

POST OFFICE BOX 6573
SITKA,AK998356573 		NONE   GENERAL OPERATING 6,304

SITKA TRAIL WORKS

801 HALIBUT POINT RD
SITKA,AK998357102 		NONE   GENERAL OPERATING 5,583

3 TO 5 PRESCHOOL INC

PO BOX 103
SITKA,AK99835 		NONE   GENERAL OPERATING 6,000

SITKANS AGAINST FAMILY VIOLENCE

PO BOX 6136
SITKA,AK998356136 		NONE   GENERAL OPERATING 2,108

SOUTHEAST ALASKA INDEPENDENT LIVING INC

514 C LAKE STREET
SITKA,AK99835 		NONE   GENERAL OPERATING 6,417

TRANSITION SITKA

417 ARROWHEAD ST
SITKA,AK998357214 		NONE   GENERAL OPERATING 2,182

DOLLY PARTONS IMAGINATION LIBRARY

111 E MAIN ST 2ND FLOOR
SEVIERVILLE,TN37802 		NONE   GENERAL OPERATING 3,158
Total ................................. 3a 98,423
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 75,363  
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 ............ 		    18 173,138  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   248,501  
13Total. Add line 12, columns (b), (d), and (e)..................
13
248,501
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 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 1,786     1,786

TY 2025 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
641069406 NESTLE S.A. REGISTER 4,232 4,346
742718109 PROCTER & GAMBLE CO 4,996 5,159
89151E109 TOTALENERGIES SE -SP    
609207105 MONDELEZ INTERNATION 6,413 5,383
713448108 PEPSICO INC 17,334 15,787
636274409 NATIONAL GRID PLC-SP 10,954 13,691
00287Y109 ABBVIE INC 13,342 19,650
054536107 AXA - ADR 2,362 3,791
032654105 ANALOG DEVICES INC 1,432 4,610
478160104 JOHNSON & JOHNSON 15,319 20,074
66987V109 NOVARTIS AG - ADR 4,925 9,513
58933Y105 MERCK & CO INC NEW 10,184 10,526
539830109 LOCKHEED MARTIN CORP 3,548 5,804
594918104 MICROSOFT CORP 2,413 7,254
749685103 RPM INTERNATIONAL IN 2,744 4,264
826197501 SIEMENS AG - SPONSOR 2,802 5,178
25157Y202 DEUTSCHE POST AG ADR 5,007 6,727
375558103 GILEAD SCIENCES INC 2,338 4,173
446150104 HUNTINGTON BANCSHARE 3,355 4,407
29250N105 ENBRIDGE INC 10,574 13,345
69351T106 PPL CORPORATION 4,596 5,253
92343V104 VERIZON COMMUNICATIO 9,533 7,576
459506101 INTERNATIONAL FLAVOR 6,633 4,852
548661107 LOWES COS INC 7,866 10,611
747525103 QUALCOMM INC 7,583 11,289
969457100 WILLIAMS COS INC 1,972 5,530
38141G104 GOLDMAN SACHS GROUP 2,822 9,669
031162100 AMGEN INC 8,762 10,474
251542106 DEUTSCHE BOERSE AG A 3,009 5,048
136069101 CANADIAN IMPERIAL BK    
26441C204 DUKE ENERGY HOLDING 10,041 13,831
20030N101 COMCAST CORP CLASS A    
889110102 TOKYO ELECTRON LTD-U 4,086 6,222
717081103 PFIZER INC 15,791 11,529
842587107 SOUTHERN CO 2,155 2,965
904767704 UNILEVER PLC - ADR    
718172109 PHILIP MORRIS INTERN 9,039 13,153
80105N105 SANOFI-ADR 15,162 14,732
G25839104 COCA-COLA EUROPACIFI    
86562M209 SUMITOMO TRUST AND B 3,246 7,983
87807B107 TC ENERGY CORP 10,898 15,513
00206R102 AT & T INC 6,603 6,732
686330101 ORIX CORPORATION - A    
G5960L103 MEDTRONIC PLC 4,151 4,803
502441306 LVMH MOET HENNESSY U 9,040 11,462
65339F101 NEXTERA ENERGY INC 3,783 7,305
025537101 AMERICAN ELECTRIC PO 4,207 5,304
902973304 US BANCORP 11,772 13,340
65558R109 NORDEA BANK ABP - SP 3,465 5,584
251566105 DEUTSCHE TELEKOM AG 5,513 7,717
803054204 SAP SE ADR 3,065 7,044
872540109 TJX COMPANIES INC 3,855 8,141
89832Q109 TRUIST FINANCIAL COR 10,888 10,777
927320101 VINCI SA ADR 4,410 6,054
N53745100 LYONDELLBASELL INDU-    
693475105 PNC FINANCIAL SERVIC 10,332 12,941
G0250X107 AMCOR PLC 9,560 7,981
501044101 KROGER CO    
12572Q105 CME GROUP INC 14,820 17,750
046353108 ASTRAZENECA PLC ADR 8,071 11,307
49271V100 KEURIG DR PEPPER INC 8,431 6,750
911312106 UNITED PARCEL SERVIC    
26875P101 EOG RESOURCES, INC 9,026 7,666
009279100 AIRBUS SE - UNSP ADR 2,770 4,749
166764100 CHEVRON CORP 21,083 20,423
191216100 COCA COLA CO 10,829 11,535
29364G103 ENTERGY CORP NEW COM    
372460105 GENUINE PARTS CO    
49177J102 KENVUE INC    
704326107 PAYCHEX INC 7,206 6,731
80687P106 SCHNEIDER ELECTRIC S    
92334N103 VEOLIA ENVIRONNEMENT 3,723 4,184
98389B100 XCEL ENERGY INC 7,374 9,602
063671101 BANK MONTREAL QUE CO 4,442 6,230
06738E204 BARCLAYS PLC - ADR 6,768 12,801
110122108 BRISTOL MYERS SQUIBB    
25243Q205 DIAGEO PLC - ADR 6,019 4,055
30231G102 EXXON MOBIL CORPORAT 10,501 11,192
433578507 HITACHI LIMITED - AD 3,934 5,616
502117203 L'OREAL - ADR 4,085 4,026
580135101 MCDONALDS CORP 4,813 5,501
617446448 MORGAN STANLEY    
767204100 RIO TINTO PLC - ADR 4,358 5,522
833034101 SNAP ON INC    
92939U106 WEC ENERGY GROUP INC 3,257 4,007
018820100 ALLIANZ SE - UNSP AD 4,329 6,026
02209S103 ALTRIA GROUP INC 4,365 3,806
060505104 BANK OF AMERICA CORP 7,522 7,700
110448107 BRITISH AMERICAN TOB 9,290 12,173
30303M102 META PLATFORMS INC 4,522 4,621
337932107 FIRSTENERGY CORP COM 8,292 8,909
37733W204 GSK PLC ADR 5,779 7,699
456837103 ING GROEP N.V. - ADR 7,855 8,064
494368103 KIMBERLY CLARK CORP 7,499 5,650
79466L302 SALESFORCE INC 6,055 6,093
882508104 TEXAS INSTRUMENTS IN 3,385 3,643
889094108 TOKIO MARINE HOLDING 4,382 3,994
904767803 UNILEVER PLC ADR 13,068 13,923
907818108 UNION PACIFIC CORP 4,433 4,626
F92124100 TOTALENERGIES SE 12,176 14,131
G29183103 EATON CORP PLC 5,042 4,778
N5505D105 MAGNUM ICE CREAM CO   16

TY 2025 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
464287473 ISHARES RUSSELL MID- AT COST 37,465 71,936
464287804 ISHARES CORE S&P SMA AT COST 58,133 102,994
464287507 ISHARES CORE S&P MID AT COST 98,924 214,500
756109104 REALTY INCOME CORP C AT COST 8,584 8,456
BIT990000 BLACKSTONE REAL ESTA AT COST 97,138 130,998
464287309 ISHARES S&P 500 GROW AT COST 89,823 416,372
00143W859 INV OPP DEVELOP MRKT      
464287432 ISHARES 20+ YEAR TRE AT COST 85,225 74,958
464287598 ISHARES RUSSELL 1000 AT COST 93,868 119,894
464288679 ISHARES SHORT TREASU AT COST 192,401 192,763
693390700 PIMCO TOTAL RET FD-I AT COST 100,912 104,673
921937835 VANGUARD TOTAL BOND AT COST 183,835 185,175
921946885 VANGUARD EMERG MKTS AT COST 51,236 53,944
015271109 ALEXANDRIA REAL ESTA      
74340W103 PROLOGIS INC AT COST 11,014 12,000
464287234 ISHARES MSCI EMERGIN AT COST 24,551 27,355
46434V613 ISHR CR UNVRSE USD B AT COST 131,928 134,966

TY 2025 OtherDecreasesSchedule
Name:
SITKA AK PERMANENT CHARIT TR-MAIN
EIN:
92-6027202
Description Amount
ROC ON CY SALES 79
PY RETURN OF CAPITAL ADJUSTMENT 1,238
WASH SALE ADJ 195


TY 2025 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 ADMINISTRATIVE EXPENSE 1,500 0   1,500
FILING FEE/STATE TAX 10 0   10
INVESTMENT EXPENSES - ADR FEES 251 251   0
OTHER EXPENSE (NON-DEDUCTIBLE 11 11   0


TY 2025 OtherIncreasesSchedule
Name:
SITKA AK PERMANENT CHARIT TR-MAIN
EIN:
92-6027202
Description Amount
MUTUAL FUND TIMING ADJ 303
TAX LOT BASIS ADJUSTMENT 612
COST BASIS ADJUSTMENT 32


TY 2025 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 2,007 2,007    


TY 2025 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 1,122 1,122   0
FEDERAL TAX PAYMENT - PRIOR YE 304 0   0
FEDERAL ESTIMATES - PRINCIPAL 944 0   0
FOREIGN TAXES ON NONQUALIFIED 32 32   0