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
MTA FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address) 1740 S CHUGACH ST
 
Room/suite
City or town
PALMER
State or province
AK
Country  
ZIP or foreign postal code
99645
A Employer identification number

31-1742284
B Telephone number (see instructions)

9077453211
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)$329,964
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 267,842
2 Check .................
3 Interest on savings and temporary cash investments 652 652  
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 268,494 652  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 7,010 0   7,010
b Accounting fees (attach schedule)....... 8,000 800   7,200
c Other professional fees (attach schedule).... 7,176 0   9,461
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 6,432 0   6,432
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 28,618 800   30,103
25 Contributions, gifts, grants paid....... 253,462 253,462
26 Total expenses and disbursements. Add lines 24 and 25 ................ 282,080 800   283,565
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -13,586
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -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............. 297,756 281,233 281,233
2 Savings and temporary cash investments......... 48,079 48,731 48,731
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
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)..........      
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) 345,835 329,964 329,964
Liabilities 17 Accounts payable and accrued expenses.......... 2,660 375
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)......... 2,660 375
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........... 343,175 329,589
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 343,175 329,589
30 Total liabilities and net assets/fund balances (see instructions). 345,835 329,964
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
343,175
2
Enter amount from Part I, line 27a .....................
2
-13,586
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
329,589
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
329,589
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.)
1a
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2  
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 0
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 0
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 0
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 0
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
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 0
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 tax   Refunded 11  
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
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 .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
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 addressMTAFOUNDATION.ORG
14
The books are in care ofLAURIE BROWNING Telephone no. (907) 745-3211

Located at1740 S CHUGACH STPALMERAK ZIP+499645
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)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
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
 
 
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)
Yes
 
(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
 
No
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
LAMARR ANDERSON BOARD SECRETARY/TREASURER
1.00
0 0 0
1740 S CHUGACH ST
PALMER,AK99645
JONATHAN BABBITT PRESIDENT
1.00
0 0 0
1740 S CHUGACH ST
PALMER,AK99645
JOHN WARNER VICE PRESIDENT
1.00
0 0 0
1740 S CHUGACH ST
PALMER,AK99645
EDSEL MCCREA DIRECTOR (THRU 7/25)
1.00
0 0 0
1740 S CHUGACH ST
PALMER,AK99645
ANDREW TROTTER DIRECTOR
1.00
0 0 0
1740 S CHUGACH ST
PALMER,AK99645
MEGAN MICHAELSON DIRECTOR
1.00
0 0 0
1740 S CHUGACH ST
PALMER,AK99645
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.........................0
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
0
b
Average of monthly cash balances.......................
1b
469,776
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
469,776
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
469,776
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
7,047
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
462,729
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
23,136
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
23,136
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
 
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
0
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
23,136
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
23,136
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
23,136
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
283,565
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
283,565
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 23,136
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 201,298
b From 2021...... 187,810
c From 2022...... 245,831
d From 2023...... 231,426
e From 2024...... 245,150
f Total of lines 3a through e ........ 1,111,515
4Qualifying distributions for 2025 from Part
XI, line 4: $ 283,565
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) .....
0
c Treated as distributions out of corpus (Election
required—see instructions) ........
0
d Applied to 2025 distributable amount..... 23,136
e Remaining amount distributed out of corpus 260,429
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 1,371,944
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 ..........
0
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) ...
201,298
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ......
1,170,646
10 Analysis of line 9:
a Excess from 2021 .... 187,810
b Excess from 2022 .... 245,831
c Excess from 2023 .... 231,426
d Excess from 2024 .... 245,150
e Excess from 2025 .... 260,429
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).)
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.
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 e-mail address of the person to whom applications should be addressed:
TRACY RESSLER
1740 S CHUGACH ST
PALMER,AK99645
(907) 761-2410
SCHOLARSHIP@MTAFOUNDATION.ORG
bThe form in which applications should be submitted and information and materials they should include:
APPLICATION MUST BE SUBMITTED ELECTRONICALLY ALONG WITH SCHOOL TRANSCRIPT, LETTER OF REFERENCE, AND MTA MEMBER SIGNATURE.
cAny submission deadlines:
APPLICATION AND SUPPORTIVE DOCUMENTATION MUST BE SUBMITTED ON OR BEFORE APRIL 10, 2025
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
A) APPLICANTS MUST BE AN ACTIVE MEMBER OF MTA, OR A DEPENDENT OF AN ACTIVE MTA MEMBER, WHO RESIDES IN MTA'S SERVICE AREA. B) APPLICANTS MAY BE GRADUATING SENIORS FROM A SECONDARY SCHOOL, OR A STUDENT ATTENDING OR PLANNING TO ATTEND A COLLEGE OR VOCATIONAL SCHOOL. C) AWARDS ARE FOR STUDENTS WHO WILL ATTEND AN ACCREDITED COLLEGE OR VOCATIONAL SCHOOL IN THE SUMMER OR FALL OF 2025, AND BE ENROLLED IN A COURSE OF STUDY THAT LEADS TO A DEGREE OR CERTIFICATION. D) INCOMPLETE APPLICATIONS WILL NOT BE CONSIDERED. REFER TO THE CHECKLIST ON THIS APPLICATION FORM TO ENSURE THAT ALL COMPONENTS OF THE APPLICATION HAVE BEEN FULFILLED. E) ALL MATERIALS, INCLUDING APPLICATION, TRANSCRIPT, AND RECOMMENDATION LETTERS, MUST BE SUBMITTED TOGETHER.
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
ERIN JACKSON
1740 S CHUGACH ST
PALMER,AK99645
(907) 761-2410
SCHOLARSHIP@MTAFOUNDATION.ORG
bThe form in which applications should be submitted and information and materials they should include:
APPLICATION MUST BE SUBMITTED ELECTRONICALLY ALONG WITH SCHOOL TRANSCRIPT, LETTER OF REFERENCE, AND MTA MEMBER SIGNATURE.
cAny submission deadlines:
APPLICATION AND SUPPORTIVE DOCUMENTATION MUST BE SUBMITTED ON OR BEFORE APRIL 10, 2025
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
A) APPLICANTS MUST BE AN ACTIVE MEMBER OF MTA, OR A DEPENDENT OF AN ACTIVE MTA MEMBER, WHO RESIDES IN MTA'S SERVICE AREA. B) APPLICANTS MAY BE GRADUATING SENIORS FROM A SECONDARY SCHOOL, OR A STUDENT ATTENDING OR PLANNING TO ATTEND A COLLEGE OR VOCATIONAL SCHOOL. C) AWARDS ARE FOR STUDENTS WHO WILL ATTEND AN ACCREDITED COLLEGE OR VOCATIONAL SCHOOL IN THE SUMMER OR FALL OF 2025, AND BE ENROLLED IN A COURSE OF STUDY THAT LEADS TO A DEGREE OR CERTIFICATION. D) INCOMPLETE APPLICATIONS WILL NOT BE CONSIDERED. REFER TO THE CHECKLIST ON THIS APPLICATION FORM TO ENSURE THAT ALL COMPONENTS OF THE APPLICATION HAVE BEEN FULFILLED. E) ALL MATERIALS, INCLUDING APPLICATION, TRANSCRIPT, AND RECOMMENDATION LETTERS, MUST BE SUBMITTED TOGETHER.
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

ALASKA ADDICTION REHABILITATION SERVICES

PO BOX 871545
WASILLA,AK99687
    FUN DAY TO SUPPORT AARS & CLIENTS 1,500

ALASKA BUSINESS WEEK

1120 HUFFMAN RD STE 24-517
ANCHORAGE,AK99515
    WEEKLONG COURSE FOR STUDENTS 5,000

ALASKA CHILDREN'S INSTITUTE FOR PERFORMING ARTS

PO BOX 332
KENAI,AK99611
    COSTUME MATERIALS & CONSTRUCTION FOR ALADDIN @ GLENN MASSEY THEATER 1,000

ALASKA DOWN SYNDROME NATIONAL CHAPTER

PO BOX 241886
ANCHORAGE,AK99524
    EDUCATIONAL MATERIAL FOR NETWORK MEMBERS/COMMUNITY 1,000

AMERICA'S WARRIOR PARTNERSHIP INC

1450 GREENE STREET SUITE 135
AUGUSTA,GA30901
    SUPPORT OUTREACH/ENGAGEMENT FOR VETERAN'S TO PLAY GOLF AT SETTLER'S BAY 1,000

ALASKANS FOR PALMER HAY FLATS

4900 E PALMER WASILLA HWY
WASILLA,AK99654
    PROFESSIONAL DEVELOPMENT FOR CONTENT OF EDUCATIONAL SIGNS 1,000
ALEXIA WRIGHT


225 SOUTH UNIVERSITY AVE
ST GEORGE,UT84770
NONE   ACADEMIC SCHOLARSHIP 2,000

ALL ABOUT THE ARTS FOUNDATION

7362 W PARKS HWY 153
WASILLA,AK99623
    BENEFIT CONCERT FOR 4H FUNDRAISING 500
ALLISON DEVINE


1601 N BENTON AVE
HELENA,MT59625
NONE   ACADEMIC SCHOLARSHIP 2,000

AMERICAN HEART ASSOCIATION

4380 S MACADAM AVE
PORTLAND,OR97239
    WASILLA GO RED FOR WOMEN EVENT 500
AMY BACHER


95 S STATE ST STE 400
SALT LAKE CITY,UT84111
NONE   ACADEMIC SCHOLARSHIP 2,000
AUDREY DIETZ


3700 O STREET NORTHWEST
WASHINGTON,DC20057
NONE   ACADEMIC SCHOLARSHIP 2,000
AVA BARLOW


PO BOX 756540
FAIRBANKS,AK99775
NONE   ACADEMIC SCHOLARSHIP 5,000
AVERY JOHNSON


1511 POLY DRIVE
BILLINGS,MT59102
NONE   ACADEMIC SCHOLARSHIP 2,000
BLAINEY DUNYON


PO BOX 756540
FAIRBANKS,AK99775
NONE   ACADEMIC SCHOLARSHIP 2,000
BOMAN MARKS


1 WEST FIRESTORM WAY
GLENDALE,AZ85306
NONE   ACADEMIC SCHOLARSHIP 2,000
BRAYDEN PARRENT


7662 CHANUTE ST NE
MOSES LAKE,WA98837
NONE   ACADEMIC SCHOLARSHIP 2,000

BUTTE ELEMENTARY PTA

4006 BUTTE ROAD
PALMER,AK99645
    FALL FESTIVAL 2025 250
CELIA CARBONE


345 BOYER AVENUE
WALLA WALLA,WA99362
NONE   ACADEMIC SCHOLARSHIP 5,000
CHARLES SEVERANCE


7500 UNIVERSITY DRIVE
BISMARK,ND58504
NONE   ACADEMIC SCHOLARSHIP 2,000

CHRISTMAS FRIENSHIP DINNER

PO BOX 870845
WASILLA,AK99687
    HOLIDAY MEALS FOR MAT SU BOROUGH RESIDENTS 2,650
COLMAN MULLINS


MAIL STOP 0124
RENO,NV89557
NONE   ACADEMIC SCHOLARSHIP 2,000

COLONY HIGH SCHOOL FOOTBALL BOOSTERS

PO BOX 3760
PALMER,AK99645
    VARSITY FOOTBALL TEAM UNIFORMS 250

COLONY HIGH SCHOOL FRC TEAM

501 N GULKANA STREET
PALMER,AK99645
    ROBOTICS TEAM AND CONSTRUCTION 1,000

COLONY HIGH SCHOOL GRAD BLAST

501 N GULKANA STREET
PALMER,AK99645
    GRAD BLAST 2025 250

COLONY HIGH SCHOOL SOFTBALL

9550 E BOGARD ROAD
PALMER,AK99645
    SOFTBALL TOURNAMENT FEES 250

COLONY KNIGHTS BASEBALL BOOSTERS

3060 N LAZY EIGHT CT STE 2-455
WASILLA,AK99654
    FINISHING NEW BASEBALL FIELD 3,000
CULLEN MCCORMICK


5795 LEWISTON ROAD
NIAGARA UNIVERSITY,NY14109
NONE   ACADEMIC SCHOLARSHIP 2,000

DENALI ARTS COUNCIL

PO BOX 404
TALKEETNA,AK99676
    SECURITY EQUIPMENT FOR SHELDON ARTS COMMUNITY HANGAR 2,500

DENALI EDUCATION CENTER

PO BOX 89
TALKEETNA,AK99676
    NETWORK RESILIENCE UPGRADES 1,000

DENALI FAMILY SERVICES

291 E SWANSON AVENUE
WASILLA,AK99654
    FOOD FOR BBQ, ACTIVITIES FOR YOUTH/TEENS, DOOR PRIZES 250

ELIZABETH DOLE FOUNDATION

PO BOX 873983
WASILLA,AK99687
    5TH ANNUAL VETERAN CAREGIVER RETREAT 1,000

ELKS LODGE HONOR GUARD

2600 N BARRYS RESORT DR
WASILLA,AK99654
    HONORS CEREMONIES FOR FAMILIES 1,000
ELLA HOPKINS


1420 AUSTIN BLUFFS PARKWAY
COLORADO SPRINGS,CO80918
NONE   ACADEMIC SCHOLARSHIP 2,000
ELLA JORDAN


124 RAYMOND AVENUE
POUGHKEEPSIE,NY12604
NONE   ACADEMIC SCHOLARSHIP 5,000
EMILY GONZALEZ


4101 UNIVERSITY DRIVE
ANCHORAGE,AK99508
NONE   ACADEMIC SCHOLARSHIP 2,000
EVANGELINE NEWKIRK


PO BOX 172480
BOZEMAN,MT59717
NONE   ACADEMIC SCHOLARSHIP 10,000

FOOD BANK OF ALASKA

2192 VIKING DRIVE
ANCHORAGE,AK99501
    HOLIDAY MEALS FOR MAT SU BOROUGH RESIDENTS 2,400
GANNON CLARKSON


615 SOUTH PALANTINE HILL ROAD
PORTLAND,OR97219
NONE   ACADEMIC SCHOLARSHIP 2,000

GIRL SCOUTS OF ALASKA

2000 W INTERNATIONAL AIRPORT RD STE
C-1
ANCHORAGE,AK99502
    TECH ENHANCEMENTS FOR OUTDOOR EVENTS 2,000

HATCHER PASS AVALANCHE CENTER

372 1150 S COLONY WAY STE 3
PALMER,AK99645
    AVALANCHE RESCUE TRAINING; STAFF TIME, VOLUNTEER TRAVEL & FOOD 1,000

HATCHER PASS SNOW RIDERS CLUB

500 S COBB ST 192
PALMER,AK99645
    GROOMING OF MULTI USE TRAILS 1,000

HOUSTON HIGH SCHOOL CHEERLEADING

12801 W HAWK LANE
BIG LAKE,AK99652
    EQUIPMENT FOR CHEERLEADING TEAM FOOTBALL 500

HOUSTON HIGH SCHOOL FOOTBALL BOOSTERS

PO BOX 299124
WASILLA,AK99629
    PURCHASE 3 IPADS WITH INTERNET CONNECTIVITY FOR OUTDOOR EVENTS 250
JAMESYN RINELLA


1805 N BROAD ST
PHILADELPHIA,PA19122
NONE   ACADEMIC SCHOLARSHIP 5,000
JAZZIE TROTTER


3620 SOUTH VERMONT AVENUE
LOS ANGELES,CA90089
NONE   ACADEMIC SCHOLARSHIP 10,000
JOSEPHINE GREENLUND


PO BOX 172440
BOZEMAN,MT59717
NONE   ACADEMIC SCHOLARSHIP 2,000
JOSEPHINE HERBERT


921 S 8TH AVE STOP 8219
POCATELLO,ID83209
NONE   ACADEMIC SCHOLARSHIP 5,000
KACEY GAGE


1740 N TERRILOU CT
PALMER,AK99645
NONE   ACADEMIC SCHOLARSHIP 2,000
KHALI ALEXANDER


PO BOX 756540
FAIRBANKS,AK99775
NONE   ACADEMIC SCHOLARSHIP 2,000

KNIK TRIBAL COUNCIL

PO BOX 871565
WASILLA,AK99687
    HOLIDAY MEALS FOR MAT SU BOROUGH RESIDENTS 2,650
LAYLA BUZZARD


PO BOX 756540
FAIRBANKS,AK99775
NONE   ACADEMIC SCHOLARSHIP 2,000

LINKS RESOURCE CENTER

777 N CRUSEY ST STE A101
WASILLA,AK99654
    LINKS 3RD ANNUAL RESOURCE FAIR 1,000

MAT SU BOROUGH SCHOOL DISTRICT

501 N GULKANA STREET
PALMER,AK99645
    COMMUNITY EVENT FOR EDUCATORS AND STAFF 1,000

MAT SU SENTINEL

2381 N BROADWAY DRIVE
PALMER,AK99645
    COMMUNITY CALENDAR ON THE SENTINEL WEBSITE PROVIDED BY YODEL 1,300

MAT SU SKI CLUB

PO BOX 364
PALMER,AK99645
    WEBSITE UPGRADE 5,000

MAT SU TRAILS & PARKS FOUNDATION

PO BOX 652
PALMER,AK99645
    2025/2026 WINTER SPEAKER SERIES 1,000

MATSU VALLEY REBUILD

PO BOX 511
PALMER,AK99645
    TECHNOLOGY UPGRADES FOR BUSINESS 1,000
MATTHEW FLEISCHHACKER


700 EAST BUTLER AVENUE
DOYLESTOWN,PA18901
NONE   ACADEMIC SCHOLARSHIP 2,000
MITCHELL CLARKSON


32 CAMPUS DRIVE
MISSOULA,MT59812
NONE   ACADEMIC SCHOLARSHIP 2,000

MOOSE BOOSTERS WRESTLING

PO BOX 404
PALMER,AK99645
    PROFESSIONAL DEVELOPMENT FOR WRESTLING 250

MSBSD CTE ROBOTICS

501 N GULKANA STREET
PALMER,AK99645
    ROBOTICS BUNDLES FOR CLASSROOMS 8,500

MUSEUM OF ALASKA TRANSPORTATION INDUSTRY

PO BOX 870646
WASILLA,AK99687
    FURNACE COSTS 9,800

ONWARD & UPWARD

777 N CRUSEY ST STE B105
WASILLA,AK99654
    ONE HEALTH FEST FOR WELLNESS 750
OWEN DIETZ


9500 GILMAN DRIVE
LA JOLLA,CA92093
NONE   ACADEMIC SCHOLARSHIP 2,000

PALMER ARTS COUNCIL

PO BOX 4286
PALMER,AK99645
    PALMER ARTIST STUDIO TOUR COSTS 850

PALMER CURLING CLUB

1317 S KERRY WEILAND COURT
PALMER,AK99645
    ICE TIME FOR TOURNAMENTS 250

PIONEER PEAK ELEMENTARY

1959 N STRINGFIELD ROAD
PALMER,AK99645
    IPADS FOR ELEMENTARY MUSIC CLASSROOM 1,000

POLAR FASTPITCH

189 E NELSON AVE 329
WASILLA,AK99654
    REJUVENATING ALCANTRA FIELD 1,000

REACH 907

PO BOX 876646
WASILLA,AK99687
    TECHNOLOGY IMPROVEMENTS 6,029
SAMANTHA HOLLER


77 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02139
NONE   ACADEMIC SCHOLARSHIP 2,000
SARAH CALLENDER


614 W SUPERIOR STREET
ALMA,MI48801
NONE   ACADEMIC SCHOLARSHIP 2,000

SET FREE ALASKA

PO BOX 876741
WASILLA,AK99687
    GALA FOR FREEDOM COSTS 1,000

SPECIAL OLYMPICS MAT-SU ALASKA

PO BOX 874324
WASILLA,AK99687
    T-SHIRT PRINTING, FOOD, ADVERTISEMENTS, LIVE MUSIC 1,000

ST JOHN LUTHERAN CHURCH

PO BOX 774
PALMER,AK99645
    COLONY DAYS COMMUNITY PICNIC 500

SU DOG 300

1610 WOLVERINE STREET
ANCHORAGE,AK99504
    2026 MUSHING REGISTRATION FEES; TRAIL MARKERS; INSURANCE, ETC 1,000

SUNSHINE STATION CHILD CARE CENTER

HC 89 BOX 8180
TALKEETNA,AK99676
    YEARLY PROFESSIONAL DEVELOPMENT TRAINING 1,000

TALKEETNA COMMUNITY COUNCIL

PO BOX 608
TALKEETNA,AK99676
    SKATEPARK PROJECT 1,000

TALKEETNA ELEMENTARY PTA

PO BOX 984
TALKEETNA,AK99676
    FUNDRAISER FOR TRAIL RACE FOR PRE-K THRU 5TH GRADE STUDENTS/TEACHERS 250

TEELAND MIDDLE SCHOOL

501 N GULKANA STREET
PALMER,AK99645
    LEGO ROBOTICS AFTERSCHOOL CLUB 1,000

THE CHILDREN'S PLACE

PO BOX 871788
WASILLA,AK99687
    MDT TRAINING & OUTREACH 1,000

UNIVERSITY OF ALASKA ANCHORAGE ENGINEERING

1815 BRAGAW STREET
ANCHORAGE,AK99508
    SUMMER ENGINEERING ACADEMY 25,000

VALLEY COMMUNITY FOR RECYCLING SOLUTIONS

PO BOX 876464
WASILLA,AK99687
    TECHNOLOGY IMPROVEMENTS 2,000

VALLEY PERFORMING ARTS

251 W SWANSON AVENUE
WASILLA,AK99654
    MAINSTAGE CURTAIN 8,000
WADE HASTINGS


PO BOX 756540
FAIRBANKS,AK99775
NONE   ACADEMIC SCHOLARSHIP 2,000

WASILLA AREA SENIORS

1301 S CENTURY CIRCLE
WASILLA,AK99654
    MEALS ON WHEELS 1,500

WASILLA HIGH SCHOOL

501 N GULKANA STREET
PALMER,AK99645
    UPDATED LIGHTING AT VETERAN MEMORIAL STADIUM 12,671

WASILLA HIGH SCHOOL BASEBALL BOOSTERS

PO BOX 874055
WASILLA,AK99687
    TECHNOLOGY UPGRADES FOR SPORTS BROADCASTING 880

WASILLA HIGH SCHOOL BRETT MEMORIAL RESTORATION

501 N GULKANA STREET
PALMER,AK99645
    WARRIOR WOODS LOCKER ROOM RESTORATION 1,000

WASILLA HIGH SCHOOL DIGITAL PIANOS

501 N GULKANA STREET
PALMER,AK99645
    DIGITAL PIANOS FOR MUSIC CLASSES 520

WASILLA HIGH SCHOOL ROBOTICS

701 E BOGARD ROAD
WASILLA,AK99654
    FIRST TECH CHALLENGE (INTERNATIONAL ROBOTICS COMP) FEES 1,250

WASILLA WORKFORCE DEVELOPMENT INITIATIVE

3009 N INTUITION CIRCLE
WASILLA,AK99654
    CNC PLASMA CUTTER 15,000

YMCA

5353 LAKE OTIS PKWY
ANCHORAGE,AK99507
    PURCHASE IPADS FOR STEM RELATED ACTIVITIES 1,000

ALASKA BEHAVIORAL HEALTH ALLIANCE

PO BOX 771876
EAGLE RIVER,AK99577
    GENERAL SUPPORT 10,462
Total ................................. 3a 253,462
bApproved for future payment
Total ................................. 3b 0
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 ...........
    14 652  
4 Dividends and interest from securities ....          
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 ............
         
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) .. 0 652 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
652
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
MTA FOUNDATION INC
 
Employer identification number

31-1742284
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
MTA FOUNDATION INC
 
Employer identification number
31-1742284
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
MATANUSKA TELECOM ASSOCIATION INC
 
1740 S CHUGACH ST
 
PALMER, AK99645

$ 250,000


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
MTA FOUNDATION INC
 
Employer identification number

31-1742284
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
MTA FOUNDATION INC
 
Employer identification number

31-1742284
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2025 AccountingFeesSchedule
Name:
MTA FOUNDATION INC
EIN:
31-1742284
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 8,000 800   7,200

TY 2025 ExplnOfNonFilingWithAGStmt
Name:
MTA FOUNDATION INC
EIN:
31-1742284
Statement:
THE STATE OF ALASKA NONPROFIT GOVERNING AGENCY DOES NOT REQUIRE A COPY OF THE FORM 990-PF TO BE PROVIDED TO THE STATE.

TY 2025 LegalFeesSchedule
Name:
MTA FOUNDATION INC
EIN:
31-1742284
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 7,010 0   7,010


TY 2025 OtherExpensesSchedule
Name:
MTA FOUNDATION INC
EIN:
31-1742284
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVERTISING 4,843 0   4,843
BANK FEES 150 0   150
LICENSE FEES 25 0   25
OFFICE EXPENSES 1,414 0   1,414


TY 2025 OtherProfessionalFeesSchedule
Name:
MTA FOUNDATION INC
EIN:
31-1742284
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
WEBSITE DESIGN 4,401 0   6,686
SOFTWARE 2,775 0   2,775