Civic Intelligence

Trustees for Alaska Endowment Fund

990 • Fiscal year 2022 • EIN 26-4023792

Oct 01, 2021 to Sep 30, 2022 • Filed on May 02, 2023

Organization ProfileN/A
121 W Fireweed Ln Ste 105Anchorage, AK 99503

(907) 276-4244

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

100th percentile

262%

Higher net margin than 100% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

18th percentile

-10%

Faster asset growth than 18% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets8th percentile

Assets

Down

$6,512,784

Down $752,173 (-10%) from 2021

Net Assets

Down

$6,512,784

Down $752,173 (-10%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$96,874

Down $328,137 (-142%) from 2021

Expenses

Up

$156,642

Up $107,324 (+218%) from 2021

Net Income

Down

-$253,516

Down $435,461 (-239%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2022

Assets$6,512,784
Liabilities$0
Net Assets$6,512,784
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2022

Revenue-$96,874
Expenses$156,642
Net Income-$253,516
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
May 2, 2023
Return Version
2021v4.0
Gross Receipts
$1,989,789
Mission and Program Overview

Mission

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

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,261,627$6,509,849▼ $751,778
Cash and Non-Interest-Bearing Accounts$3,330$1,893▼ $1,437
Prepaid Expenses and Deferred Charges-$1,042-
Total Assets$7,264,957$6,512,784▼ $752,173
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,105,956$6,377,309▼ $728,647
Net Assets With Donor Restrictions$159,001$135,475▼ $23,526
Total Net Assets Fund Balance$7,264,957$6,512,784▼ $752,173
Total Liabilities and Net Assets / Fund Balance$7,264,957$6,512,784▼ $752,173

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$7,264,957-▼ $595,531-$6,512,784
2020$6,240,754$9,734▲ $1,063,788-$7,264,957
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
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
M James Spitzer JrPresident
Chase Hensel PhdTreasurer
James StrattonVP / Secreta
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$-96,874
Other Revenue
$0
Change in Net Assets
$-253,516

Audited Revenue Reconciliation

Revenue per Audited Statements
$-96,874
Revenue Not Reported on Form 990
$-498,657
Total Revenue per Audited Statements
$-595,531
Total Revenue per Form 990
$-96,874
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$107,250
Other Expenses$49,392
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$107,250--$107,250
Fees for Service Investment Mgmnt Fees-$43,995-$43,995
Fees for Services Accounting-$4,295-$4,295
Insurance-$1,042-$1,042
Office Expenses-$60-$60
Total Functional Expenses$107,250$49,392$0$156,642

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$156,642
Total Expenses per Audited Statements$156,642
Total Expenses per Form 990$156,642
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Trustees for AlaskaAnchorage, AK501c3Support Tfa Activity$107,250
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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, Page 6, Part VI, Line 7A

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

Form 990, Page 6, Part VI, 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, Page 6, Part VI, Line 11B

“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, Page 6, Part VI, Line 12C

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

Form 990, Page 6, Part VI, 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
Phone
9072764244
Address
121 W FIREWEED LN STE 105, ANCHORAGE, AK 99503

Signing Officer

Name
M James Spitzer Jr
Title
President
Phone
9072764244
Signed
2023-05-02
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Taylor Roth and Company
Address
800 GRANT ST STE 205, DENVER, CO 80203-2944
Preparer
Shannon L Gilliland
Phone
3038308109
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“The board of directors serve on a volunteer basis.”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

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

Schedule D, Page 3, Part X

“The activities of trustees for alaska endowment fund are exempt from federal income taxes under section 501(c)(3) of the internal revenue code. Although trustees for alaska endowment fund 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. Trustees for alaska endowment fund applies the provisions of topic 740 of the fasb accounting standards codification relating to accounting for uncertainty in income taxes. Trustees for alaska endowment fund annualy reviews its return and positions taken in accordance with the recognition standards. Trustees for alaska endowment fund 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 Appendix387 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/Form990PartVIISectionAGrp/TitleTxt1VP / SECRETA
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06923927
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-270385
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0868152
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0156642
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-498657
IRS990ScheduleD/RevenueNotReportedAmt0-498657
IRS990ScheduleD/RevenueSubtotalAmt0-96874
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUND IS INTENDED TO SUPPORT THE CHARITABLE ACTIVITIES, PROJECTS, AND PROGRAMS OF TRUSTEES FOR ALASKA.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ACTIVITIES OF TRUSTEES FOR ALASKA ENDOWMENT FUND ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ALTHOUGH TRUSTEES FOR ALASKA ENDOWMENT FUND 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. TRUSTEES FOR ALASKA ENDOWMENT FUND APPLIES THE PROVISIONS OF TOPIC 740 OF THE FASB ACCOUNTING STANDARDS CODIFICATION RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. TRUSTEES FOR ALASKA ENDOWMENT FUND ANNUALY REVIEWS ITS RETURN AND POSITIONS TAKEN IN ACCORDANCE WITH THE RECOGNITION STANDARDS. TRUSTEES FOR ALASKA ENDOWMENT FUND 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/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.02080
IRS990ScheduleD/TotalExpensesPerForm990Amt0156642
IRS990ScheduleD/TotalRevenuePerForm990Amt0-96874
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-595531
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0156642
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0107250
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT TFA ACTIVITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0TRUSTEES FOR ALASKA
IRS990ScheduleI/RecipientTable/RecipientEIN0926010379
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0121 W FIREWEED LN STE 105
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ANCHORAGE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0AK
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd099503
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0BY MONITORING THE CHARITABLE ACTIVITIES, PROJECTS AND PROGRAMS OF TRUSTEES FOR ALASKA.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS SERVE ON A VOLUNTEER BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEES FOR ALASKA HAS THE RIGHT TO APPOINT THE DIRECTORS OF TRUSTEES FOR ALASKA ENDOWMENT FUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUSTEES FOR ALASKA HAS THE RIGHT TO APPROVE ANY AMENDMENTS TO THE ARTICLES OR BYLAWS OF TRUSTEES FOR ALASKA ENDOWMENT FUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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/ExplanationTxt4EACH YEAR THE BOARD MEMBERS SIGN A DISCLOSURE STATEMENT AND ARE ASKED TO ADVISE THE FULL BOARD OF ANY CHANGES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL DOCUMENTS ARE AVAILABLE FOR REVIEW DURING REGULAR BUSINESS HOURS AT THE ORGANIZATION'S ADDRESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0TRUSTEES FOR ALASKA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0926010379
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0STATEMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0121 W FIREWEED LN STE 105
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ANCHORAGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd099503
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0107250
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0TRUSTEES FOR ALASKA
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt07264957
IRS990/TotalAssetsEOYAmt06512784
IRS990/TotalAssetsGrp/BOYAmt07264957
IRS990/TotalAssetsGrp/EOYAmt06512784
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt049392
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0107250
IRS990/TotalFunctionalExpensesGrp/TotalAmt0156642
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07264957
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06512784
IRS990/TotalProgramServiceExpensesAmt0107250
IRS990/TotalRevenueGrp/ExclusionAmt0-96874
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0-96874
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07264957
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06512784
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0121 W FIREWEED LN STE 105
IRS990/USAddress/CityNm0ANCHORAGE
IRS990/USAddress/StateAbbreviationCd0AK
IRS990/USAddress/ZIPCd099503
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0M JAMES SPITZER JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09072764244
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUSTEES FOR ALASKA ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0264023792
ReturnHeader/Filer/PhoneNum09072764244
ReturnHeader/Filer/USAddress/AddressLine1Txt0121 W FIREWEED LN STE 105
ReturnHeader/Filer/USAddress/CityNm0ANCHORAGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AK
ReturnHeader/Filer/USAddress/ZIPCd099503
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203746583
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAYLOR ROTH AND COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 GRANT ST STE 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DENVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0802032944
ReturnHeader/PreparerPersonGrp/PhoneNum03038308109
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHANNON L GILLILAND
ReturnHeader/ReturnTs02023-05-03T23:01:55-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SPITZER JR
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,512,784
Liabilities
$0
Net assets
$6,512,784
Revenue
-$96,874
Expenses
$156,642
Net income
-$253,516
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