Civic Intelligence

Trustees for Alaska Endowment Fund

990 • Fiscal year 2020 • EIN 26-4023792

Oct 01, 2019 to Sep 30, 2020 • Filed on Aug 05, 2021

Organization ProfileN/A
1026 W 4TH AVENUE Suite 201Anchorage, AK 99501

(907) 276-4244

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

97th percentile

82%

Higher net margin than 97% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

6th percentile

-11%

Faster asset growth than 6% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

99th percentile

692%

Faster revenue growth than 99% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets5th percentile

Assets

Down

$6,240,754

Down $765,664 (-11%) from 2019

Net Assets

Down

$6,240,754

Down $765,664 (-11%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin97th percentile

Revenue

Up

$1,628,343

Up $1,422,756 (+692%) from 2019

Expenses

Down

$293,972

Down $22,951 (-7.2%) from 2019

Net Income

Up

$1,334,371

Up $1,445,707 (+1299%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2010: $3,508,844Liabilities 2010: $0Net Assets 2010: $3,508,8442010Assets 2011: $3,191,850Liabilities 2011: $79Net Assets 2011: $3,191,7712011Assets 2012: $3,639,739Liabilities 2012: $0Net Assets 2012: $3,639,7392012Assets 2013: $3,847,376Liabilities 2013: $0Net Assets 2013: $3,847,3762013Assets 2014: $4,307,666Liabilities 2014: $0Net Assets 2014: $4,307,6662014Assets 2015: $4,225,807Liabilities 2015: $0Net Assets 2015: $4,225,8072015Assets 2016: $5,675,097Liabilities 2016: $0Net Assets 2016: $5,675,0972016Assets 2017: $6,369,505Liabilities 2017: $55Net Assets 2017: $6,369,4502017Assets 2018: $6,924,065Liabilities 2018: $138Net Assets 2018: $6,923,9272018Assets 2019: $7,006,418Liabilities 2019: $0Net Assets 2019: $7,006,4182019Assets 2020: $6,240,754Liabilities 2020: $0Net Assets 2020: $6,240,7542020Assets 2021: $7,264,957Liabilities 2021: $0Net Assets 2021: $7,264,9572021Assets 2022: $6,512,784Liabilities 2022: $0Net Assets 2022: $6,512,7842022Assets 2023: $6,985,338Liabilities 2023: $9,534Net Assets 2023: $6,975,8042023Assets 2024: $8,148,620Liabilities 2024: $11,300Net Assets 2024: $8,137,3202024

Highlighted filing

2020

Assets$6,240,754
Liabilities$0
Net Assets$6,240,754
Open 2020 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $23,0262010Expenses 2011: $120,7362011Expenses 2012: $86,4442012Expenses 2013: $85,9882013Revenue 2014: $237,084Expenses 2014: $139,027Net Income 2014: $98,0572014Revenue 2015: $164,168Expenses 2015: $447,928Net Income 2015: -$283,7602015Revenue 2016: $1,333,848Expenses 2016: $62,928Net Income 2016: $1,270,9202016Revenue 2017: $399,633Expenses 2017: $335,399Net Income 2017: $64,2342017Revenue 2018: $310,929Expenses 2018: $313,960Net Income 2018: -$3,0312018Revenue 2019: $205,587Expenses 2019: $316,923Net Income 2019: -$111,3362019Revenue 2020: $1,628,343Expenses 2020: $293,972Net Income 2020: $1,334,3712020Revenue 2021: $231,263Expenses 2021: $49,318Net Income 2021: $181,9452021Revenue 2022: -$96,874Expenses 2022: $156,642Net Income 2022: -$253,5162022Revenue 2023: $53,727Expenses 2023: $95,185Net Income 2023: -$41,4582023Revenue 2024: $258,313Expenses 2024: $333,876Net Income 2024: -$75,5632024

Highlighted filing

2020

Revenue$1,628,343
Expenses$293,972
Net Income$1,334,371
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Aug 5, 2021
Return Version
2019v5.2
Gross Receipts
$11,041,573
Mission and Program Overview

Mission

To support the charitable activities, projects and programs of trustees for alaska.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$6,924,984$6,236,925▼ $688,059
Cash and Non-Interest-Bearing Accounts$2,594$3,462▲ $868
Savings and Temporary Cash Investments$78,840$367▼ $78,473
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$7,006,418$6,240,754▼ $765,664
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,841,463$6,101,695▼ $739,768
Net Assets With Donor Restrictions$164,955$139,059▼ $25,896
Total Net Assets Fund Balance$7,006,418$6,240,754▼ $765,664
Total Liabilities and Net Assets / Fund Balance$7,006,418$6,240,754▼ $765,664

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$6,236,925--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$7,006,418$349,589▼ $821,281-$6,240,754
2018$6,923,927$103,618▲ $295,796-$7,006,418
2017$6,369,450$285▲ $868,152-$6,923,927
2016$5,675,097$26,745▲ $1,003,007-$6,369,450
2015$4,225,807$979,407▲ $532,811-$5,675,097
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
M James Spitzer JrPresident
James StrattonVice President/Secretary
Chase HenselTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$349,589
Program Service Revenue
$0
Investment Income
$1,278,754
Other Revenue
$0
All Other Contributions
$950
Change in Net Assets
$1,334,371

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,628,343
Revenue Not Reported on Form 990
$-2,100,035
Total Revenue per Audited Statements
$-471,692
Total Revenue per Form 990
$1,628,343
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$250,000
Other Expenses$43,972
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$250,000--$250,000
Fees for Service Investment Mgmnt Fees$38,890--$38,890
Fees for Services Accounting$2,750--$2,750
Insurance$2,322--$2,322
Office Expenses$10--$10
Total Functional Expenses$293,972$0$0$293,972

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$293,972
Total Expenses per Audited Statements$293,972
Total Expenses per Form 990$293,972
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Trustees for AlaskaAnchorage, AK501(c)(3)See Part IV$250,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

FORM 990, PART VI, SECTION A, LINE 7A:

“Trustees for alaska has the right to appoint the directors of trustees for alaska endowment fund.”

FORM 990, PART VI, SECTION A, LINE 7B:

“Trustees for alaska has the right to approve any amendments to the articles or bylaws of trustees for alaska endowment fund.”

FORM 990, PART VI, SECTION B, LINE 11:

“The form 990s for both trustees for alaska and the trustees for alaska endowment fund are reviewed by the full board of trustees for alaska (which includes all members of the board of the trustees for alaska endowment fund) and the executive director of trustees for alaska before filing.”

FORM 990, PART VI, SECTION B, LINE 12C:

“Each year the board members sign a disclosure statement, and are asked to advise the full board of any changes.”

FORM 990, PART VI, SECTION C, LINE 19:

“All documents are available for review during regular business hours at the organization's address.”

Filing and Contact Details

Filer

Filer Name
Trustees For Alaska Endowment Fund
EIN
26-4023792
In Care Of
% ASHLEY BOYD
Phone
9072764244
Address
1026 W 4TH AVENUE Suite 201, ANCHORAGE, AK 99501

Signing Officer

Name
James Stratton
Title
Vice President
Phone
9072764244
Signed
2021-08-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
M James Spitzer Jr
Formed
2008
Legal Domicile
Ak
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Bdo USA Llp
Address
3601 C STREET STE 600, ANCHORAGE, AK 99503
Preparer
Nayyir Rawhani CPA
Phone
9072788878
Supplemental Narrative

Financial Statement Notes

FORM 990, SCHEDULE D, PART V, LINE 4:

“The endowment fund is intended to support the charitable activities, projects and programs of trustees for alaska.”

FORM 990, SCHEDULE D, PART X, LINE 2:

“The activities of TFA are exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code. Although TFA is exempt from federal income taxes, any income derived from unrelated business activities is subject to the requirements of filing Federal Income Tax Form 990-T and a tax liability may be determined on these activities. TFA applies the provisions of Topic 740 of the FASB Accounting Standards Codification relating to accounting for uncertainty in income taxes. TFA annually reviews its return and positions taken in Accordance with the recognition standards. TFA believes that it has no uncertain tax positions taken in accordance with the recognition standards that would require disclosure or adjustment in these financial statements.”

Raw XML AppendixShowing 400 of 504 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PYContributionsGrantsAmt0103618
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IRS990/PYGrantsAndSimilarPaidAmt0272075
IRS990/PYInvestmentIncomeAmt0101969
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IRS990/PYOtherExpensesAmt044848
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-111336
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0316923
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0205587
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01334371
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt0348639
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt078840
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0367
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0926010379
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0250000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0TRUSTEES FOR ALASKA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0250000
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.97770
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt043972
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt07006418
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0349589
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06240754
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0250000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-821281
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt044848
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06923927
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0103618
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt07006418
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0272075
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0295796
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt043575
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt06369450
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0285
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06923927
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0270385
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0868152
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt039859
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt05675097
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt026745
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt06369450
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0295540
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01003007
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt037928
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04225807
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0979407
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt05675097
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt025000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0532811
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0293972
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-2100035
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt06236925
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MORGAN STANLEY EQUITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0-2100035
IRS990ScheduleD/RevenueSubtotalAmt01628343
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUND IS INTENDED TO SUPPORT THE CHARITABLE ACTIVITIES, PROJECTS AND PROGRAMS OF TRUSTEES FOR ALASKA.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The activities of TFA are exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code. Although TFA is exempt from federal income taxes, any income derived from unrelated business activities is subject to the requirements of filing Federal Income Tax Form 990-T and a tax liability may be determined on these activities. TFA applies the provisions of Topic 740 of the FASB Accounting Standards Codification relating to accounting for uncertainty in income taxes. TFA annually reviews its return and positions taken in Accordance with the recognition standards. TFA believes that it has no uncertain tax positions taken in accordance with the recognition standards that would require disclosure or adjustment in these financial statements.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCHEDULE D, PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, SCHEDULE D, PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.02230
IRS990ScheduleD/TotalBookValueSecuritiesAmt06236925
IRS990ScheduleD/TotalExpensesPerForm990Amt0293972
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt01628343
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-471692
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0293972
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0250000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0See Part IV
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0TRUSTEES FOR ALASKA
IRS990ScheduleI/RecipientTable/RecipientEIN0926010379
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01026 W 4TH AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ANCHORAGE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0AK
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd099501
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE PURPOSE OF TRUSTEES FOR ALASKA ENDOWMENT FUND IS TO SUPPORT TRUSTEES FOR ALASKA, WHICH IS THE SUPPORTED ORGANIZATION. NO MONITORING OF USE IS NECESSARY.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1To support mission of Trustees for Alaska.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Schedule I, Part I, Line 2:
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Schedule I, Part II, Line 1, Column H:
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTEES FOR ALASKA HAS THE RIGHT TO APPOINT THE DIRECTORS OF TRUSTEES FOR ALASKA ENDOWMENT FUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEES FOR ALASKA HAS THE RIGHT TO APPROVE ANY AMENDMENTS TO THE ARTICLES OR BYLAWS OF TRUSTEES FOR ALASKA ENDOWMENT FUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990S FOR BOTH TRUSTEES FOR ALASKA AND THE TRUSTEES FOR ALASKA ENDOWMENT FUND ARE REVIEWED BY THE FULL BOARD OF TRUSTEES FOR ALASKA (WHICH INCLUDES ALL MEMBERS OF THE BOARD OF THE TRUSTEES FOR ALASKA ENDOWMENT FUND) AND THE EXECUTIVE DIRECTOR OF TRUSTEES FOR ALASKA BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EACH YEAR THE BOARD MEMBERS SIGN A DISCLOSURE STATEMENT, AND ARE ASKED TO ADVISE THE FULL BOARD OF ANY CHANGES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL DOCUMENTS ARE AVAILABLE FOR REVIEW DURING REGULAR BUSINESS HOURS AT THE ORGANIZATION'S ADDRESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0TRUSTEES FOR ALASKA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0926010379
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SEE STATEMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01026 W 4TH AVENUE SUITE 201
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ANCHORAGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd099501
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,240,754
Liabilities
$0
Net assets
$6,240,754
Revenue
$1,628,343
Expenses
$293,972
Net income
$1,334,371
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.15$0.01$8.14$0.26$0.33$0.08
2023Detailed filing. Detailed filing data is available for this year.$6.99$0.01$6.98$0.05$0.10$0.04
2022Detailed filing. Detailed filing data is available for this year.$6.51$0.00$6.51$0.10$0.16$0.25
2021Detailed filing. Detailed filing data is available for this year.$7.26$0.00$7.26$0.23$0.05$0.18
2020Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$1.63$0.29$1.33
2019Detailed filing. Detailed filing data is available for this year.$7.01$0.00$7.01$0.21$0.32$0.11
2018Detailed filing. Detailed filing data is available for this year.$6.92$0.00$6.92$0.31$0.31$0.00
2017Detailed filing. Detailed filing data is available for this year.$6.37$0.00$6.37$0.40$0.34$0.06
2016Detailed filing. Detailed filing data is available for this year.$5.68$0.00$5.68$1.33$0.06$1.27
2015Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.16$0.45$0.28
2014Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.24$0.14$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.85$0.00$3.85$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.64$0.00$3.64$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.19$0.00$3.19$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.51$0.00$3.51$0.02