efile Public Visual Render
ObjectId: 201943199349103989 - Submission: 2019-11-15
TIN: 31-1742284
Form
990-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. 1545-0052
20
18
Open to Public Inspection
For calendar year 2018, or tax year beginning
01-01-2018
, and ending
12-31-2018
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 WAY
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PALMER
,
AK
99645
A Employer identification number
31-1742284
B
Telephone number (see instructions)
(907) 745-3211
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
140,346
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
236,380
2
Check
.............
3
Interest on savings and temporary cash investments
17
17
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)
.......
1,250
0
12
Total.
Add lines 1 through 11
........
237,647
17
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)
.........
b
Accounting fees (attach schedule)
.......
3,341
0
3,341
c
Other professional fees (attach schedule)
....
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)
.......
4,676
0
1,536
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
8,017
0
4,877
25
Contributions, gifts, grants paid
.......
113,850
113,850
26
Total expenses and disbursements.
Add lines 24 and 25
121,867
0
118,727
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
115,780
b
Net investment income
(if negative, enter -0-)
17
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2018)
Page 2
Form 990-PF (2018)
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
1
Cash—non-interest-bearing
.............
7,216
22,979
22,979
2
Savings and temporary cash investments
.........
17,350
117,367
117,367
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)
24,566
140,346
140,346
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow SFAS 117, check here
and complete lines 24 through 26 and lines 30 and 31.
24
Unrestricted
..................
25
Temporarily restricted
...............
26
Permanently restricted
...............
Foundations that do not follow SFAS 117, check here
and complete lines 27 through 31.
27
Capital stock, trust principal, or current funds
........
24,566
140,346
28
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
29
Retained earnings, accumulated income, endowment, or other funds
0
0
30
Total net assets or fund balances
(see instructions)
.....
24,566
140,346
31
Total liabilities and net assets/fund balances
(see instructions)
.
24,566
140,346
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 30 (must agree with end-of-year figure reported on prior year’s return)
...............
1
24,566
2
Enter amount from Part I, line 27a
.....................
2
115,780
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
140,346
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, column (b), line 30
.
6
140,346
Form
990-PF
(2018)
Page 3
Form 990-PF (2018)
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)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
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
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2017
57,428
57,321
1.001867
2016
50,000
64,634
0.773587
2015
0
26,678
0.000000
2014
0
0
0.000000
2013
0
0
0.000000
2
Total
of line 1, column (d)
.....................
2
1.775454
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.355091
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5
......
4
98,487
5
Multiply line 4 by line 3
......................
5
34,972
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
0
7
Add lines 5 and 6
........................
7
34,972
8
Enter qualifying distributions from Part XII, line 4
,.............
8
118,727
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2018)
Page 4
Form 990-PF (2018)
Page
4
Part VI
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.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
0
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% 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
2018 estimated tax payments and 2017 overpayment credited to 2018
6a
0
b
Exempt foreign organizations—tax withheld at source
......
6b
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 2019 estimated tax
Refunded
11
Part VII-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 Instructions
for 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:
By language in the governing instrument, or
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
No
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 XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
AK
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
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 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
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
Form
990-PF
(2018)
Page 5
Form 990-PF (2018)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
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 address
WWW.MTA-TELCO.COM
14
The books are in care of
MATANUSKA TELEPHONE ASSOCIATION
Telephone no.
(907) 745-3211
Located at
1740 S CHUGACH ST
PALMER
AK
ZIP+4
99645
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 2018, did the foundation have an interest in or a signature or other authority over
Yes
No
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
Part VII-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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
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)?
...............
Yes
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.)
.......
Yes
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
Organizations relying on a current notice regarding disaster assistance check here
........
c
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 2018?
.............
1c
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 2018, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2018?
.............
Yes
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2018 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2018.)
..................
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 2018?
4b
No
Form
990-PF
(2018)
Page 6
Form 990-PF (2018)
Page
6
Part VII-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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
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?
.....
Yes
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
Organizations relying on a current notice regarding disaster assistance check here
.........
c
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?
..........
Yes
No
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?
.....................
Yes
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?
Yes
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?
.................
Yes
No
Part VIII
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
ALEX HILLS
DIRECTOR
1.00
0
0
0
1740 S CHUGACH ST
PALMER
,
AK
99645
NICHOLAS J BEGICH
BOARD PRESIDENT
1.00
0
0
0
1740 S CHUGACH ST
PALMER
,
AK
99645
ROXANNA DE MAYBERRY
BOARD SECRETARY/TREASURER
1.00
0
0
0
1740 S CHUGACH ST
PALMER
,
AK
99645
CATHERINE FOSSELMAN
BOARD VICE PRESIDENT
1.00
0
0
0
1740 S CHUGACH ST
PALMER
,
AK
99645
MICHAEL BURKE
DIRECTOR
1.00
0
0
0
1740 S CHUGACH ST
PALMER
,
AK
99645
LARRY WIGET THROUGH 1018
DIRECTOR
1.00
0
0
0
1740 S CHUGACH ST
PALMER
,
AK
99645
GEORGE TRABITS THROUGH 818
DIRECTOR
1.00
0
0
0
1740 S CHUGACH ST
PALMER
,
AK
99645
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
(2018)
Page 7
Form 990-PF (2018)
Page
7
Part VIII
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
.............
0
Part IX-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 IX-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
(2018)
Page 8
Form 990-PF (2018)
Page
8
Part X
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
99,987
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
99,987
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
99,987
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
1,500
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
98,487
6
Minimum investment return.
Enter 5% of line 5
..................
6
4,924
Part XI
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 X, line 6
....................
1
4,924
2a
Tax on investment income for 2018 from Part VI, line 5
......
2a
b
Income tax for 2018. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
0
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
4,924
4
Recoveries of amounts treated as qualifying distributions
................
4
1,250
5
Add lines 3 and 4
............................
5
6,174
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 XIII, line 1
...
7
6,174
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
118,727
b
Program-related investments—total from Part IX-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 V, line 8, and Part XIII, line 4
4
118,727
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
118,727
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2018)
Page 9
Form 990-PF (2018)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2017
(c)
2017
(d)
2018
1
Distributable amount for 2018 from Part XI, line 7
6,174
2
Undistributed income, if any, as of the end of 2018:
a
Enter amount for 2017 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2018:
a
From 2013
......
b
From 2014
......
c
From 2015
......
d
From 2016
......
45,434
e
From 2017
......
54,562
f
Total
of lines 3a through e
........
99,996
4
Qualifying distributions for 2018 from Part
XII, line 4:
$
118,727
a
Applied to 2017, 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 2018 distributable amount
.....
6,174
e
Remaining amount distributed out of corpus
112,553
5
Excess distributions carryover applied to 2018.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
212,549
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 2017. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2018. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2019
..........
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 2013 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2019.
Subtract lines 7 and 8 from line 6a
......
212,549
10
Analysis of line 9:
a
Excess from 2014
....
b
Excess from 2015
....
c
Excess from 2016
....
45,434
d
Excess from 2017
....
54,562
e
Excess from 2018
....
112,553
Form
990-PF
(2018)
Page 10
Form 990-PF (2018)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-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 2018, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2018
(b)
2017
(c)
2016
(d)
2015
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, 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 XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information 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, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
CONNIE EGGER
1740 S CHUGACH WAY
PALMER
,
AK
99645
(907) 761-2410
MTASCHOLARSHIP@MTA-TELCO.COM
b
The 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.
c
Any submission deadlines:
APPLICATION AND SUPPORTIVE DOCUMENTATION MUST BE SUBMITTED ON OR BEFORE APRIL 10, 2018
d
Any 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 2018, 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
(2018)
Page 11
Form 990-PF (2018)
Page
11
Part XV
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)
a
Paid during the year
IZABELLA BLOCK
351 N LAUREN LN
PALMER
,
AK
99645
NONE
I
SCHOLARSHIP
5,000
YELENA SINYAWSKI
PO BOX 871982
WASILLA
,
AK
99687
NONE
I
SCHOLARSHIP
2,500
ANNA BRADSHAW
7185 N DREAMY VOLGA CIR
PALMER
,
AK
99645
NONE
I
SCHOLARSHIP
2,500
PRESLEY PETERSEN
3032 E TAMARAK AVE
WASILLA
,
AK
99654
NONE
I
SCHOLARSHIP
2,500
TAYLOR RYAN
2861 S TEELAND ST
WASILLA
,
AK
99623
NONE
I
SCHOLARSHIP
2,500
SAMUEL BROWN
PO BOX 75
DENALI PARK
,
AK
99755
NONE
I
SCHOLARSHIP
5,000
OLIVIA JUHL
PO BOX 352
HEALY
,
AK
99743
NONE
I
SCHOLARSHIP
5,000
CLARE COOK
17740 SANCTUARY DR
EAGLE RIVER
,
AK
99577
NONE
I
SCHOLARSHIP
2,500
HALEY LOPER
PO BOX 166
TALKEETNA
,
AK
99676
NONE
I
SCHOLARSHIP
5,000
REIGN PAGARAN
1040 BEYLUND LOOP
PALMER
,
AK
99645
NONE
I
SCHOLARSHIP
5,000
JARED HANSON
325 E DOLPHIN
PALMER
,
AK
99645
NONE
I
SCHOLARSHIP
2,500
SARAH MONTALBANO
475 N BEGICH DR
WASILLA
,
AK
99654
NONE
I
SCHOLARSHIP
5,000
MICHAEL REBER
9650 ETOLIN CIRCLE
EAGLE RIVER
,
AK
99577
NONE
I
SCHOLARSHIP
2,500
LILY SESSOM
1150 S COLONY WAY STE 3-363
PALMER
,
AK
99645
NONE
I
SCHOLARSHIP
5,000
KYLEIGH POLLOCK
7618 N HIGHLANDER LOOP
PALMER
,
AK
99645
NONE
I
SCHOLARSHIP
500
KATHERINE ROSE GERMAIN
329 E 14TH AVE
ANCHORAGE
,
AK
99501
NONE
I
SCHOLARSHIP
5,000
OLIVER SEVERANCE
2521 E MOUNTAIN VILLAGE DR B293
WASILLA
,
AK
99654
NONE
I
SCHOLARSHIP
5,000
ASHLEY DORN
5038 W PINNACLE RIDGE CR
WASILLA
,
AK
99623
NONE
I
SCHOLARSHIP
2,500
ADPW - ADVOCATES FOR DOG AND PUPPY WELLNESS
8151 N PALMER-FISHHOK RD
PALMER
,
AK
99645
NONE
PC
WALK N' ROLL FOR ANIMALS - SUPPORT SPAY AND NEUTER CLINICS
100
AFCEA - ARMED FORCES COMMUNCIATIONS & ELECTRONICS ASSOCIATION
PO BOX 6142
JBER
,
AK
99506
NONE
PC
PROVIDE LOCAL SCHOOLS WITH STEM GRANTS FOR STEM RELATED PROJECTS
1,000
AK ASSOCIATION OF BUSINESS PROFESSIONALS
2472 N SEWARD MERIDIAN PARKWAY
WASILLA
,
AK
99654
NONE
PC
SUPPORT LEADERSHIP CONFERENCE - TO DEVELOP STUDENT LEADERSHIP, ACADEMICS, AND COMMUNITY SERVICE SKILLS.
250
ALASKA ATTACHMENT & BONDING ASSOCATES
619 S KNIK GOOSE BAY RD STE J
WASILLA
,
AK
99654
NONE
PC
EDUCATE AND ASSIST FAMILIES AND THE COMMUNITY FOR TRAUMA AND STRESSOR RELATED DISORDERS
500
ALASKA BUSINESS WEEK
471 W 36TH AVE STE 200
ANCHORAGE
,
AK
99503
NONE
PC
SUPPORT ENTREPRENEURSHIP TRAINING IN THE VALLEY AT MATSU BUSINESS WEEK CAMP HELD AT WASILLA HIGH SCHOOL
1,500
ALASKA LADIES CHARITY SHOTGUN CLASSIC
3201 N GREENTREE ST
WASILLA
,
AK
99654
NONE
PC
UNDER THE UMBRELLA OF AMERICAN CANCER SOCIETY, RAISING FUNDS TO FIGHT BREAST CANCER WITH SHOOTING AND OUTDOOR SPORTS
500
ALASKA WILDBIRD REHABILITATION CENTER
PO BOX 52317
BIG LAKE
,
AK
99652
NONE
PC
EXPAND EDUCATION PROGRAMS AND OUTREACH TO SCHOOLS AND PUBLIC EVENTS TO TEACH ABOUT ALASKA'S WILD BIRDS AND HABITATS.
250
ALZHEIMERS RESOURCE OF ALASKA
1750 ABBOTT ROAD
ANCHORAGE
,
AK
99507
NONE
PC
EDUCATION AND SUPPORT TO CAREGIVERS AND LOVED ONES AFFECTED BY ALZHEIMER'S DISEASE, RELATED DEMENTIAS AND OTHER DISABILITY TO ENSURE QUALITY OF LIFE
500
AMERICAN CHARTER ACADEMY
7362 W PARKS HWY 725
WASILLA
,
AK
99623
NONE
GOV
SUPPORT WITH FISHER HOUSE ON JBER AND SAFARI CLUB INT'L WITH THEIR WOODED WARRIOR HUNTS
200
AMERICAN FOUNDATION SUICIDE PREVENTION
120 WALL STREET 29TH FLOOR
NEW YORK
,
AK
10005
NONE
PC
RAISE AWARENESS OF SUICIDE PREVENTION EFFORTS OFFERED TO SCHOOLS COMMUNITY AND MENTAL HEALTH ORGANIZATIONS TO SUPPORT SURVIVORS.
500
ANCHORAGE WOMENS HOCKEY LEAGUE
PO BOX 91887
ANCHORAGE
,
AK
99509
NONE
PC
TEAM EXPENSES
500
ASC POP WARNER
PO BOX 773625
EAGLE RIVER
,
AK
99577
NONE
PC
ENABLE YOUTH TO PARTICIPATE IN TEAM SPORTS AND ACTIVITIES IN A SAFE AND STRUCTURED ENVIRONMENT
250
BIG BROTHERS BIG SISTERS OF ALASKA
191 E SWANSON AVE STE 204
WASILLA
,
AK
99654
NONE
PC
PROVIDE CHILDREN FACING ADVERSITY WITH STRONG AND ENDURING, PROFESSIONAL SUPPORTED 1-TO-1 RELATIONSHIPS THAT CHANGE LIVES FOR THE BETTER, FOREVER
2,500
CCS EARLY LEARNING
2060 E INDUSTRIAL DR
WASILLA
,
AK
99654
NONE
PC
ANNUAL VALENTINE BANQUET & SILENT AUCTION - MAKING A DIFFERENCE IN THE LIVES AND FAMILIES OF YOUNG CHILDREN WITHIN OUR COMMUNITIES
1,500
THE CHILDREN'S PLACE
PO BOX 871788
WASILLA
,
AK
99687
NONE
PC
ANNUAL BLACK & WHITE GALA - OFFER HOPE AND HEALING TO CHILDREN AND FAMILIES IMPACTED BY CHILD ABUSE AND NEGLECT THROUGH A COORDINATED COMMUNITY RESPONSE
5,000
CHRISTMAS FRIENDSHIP DINNER
PO BOX 870845
WASILLA
,
AK
99687
NONE
PC
PLAN, PREPARE AND SERVE A FREE CHRISTMAS DAY DINNER TO ANY AND ALL, REGARDLESS OF FINAL NEED FROM CHICKALOON TO TALKEETNA
1,000
CHUGIAK EAGLE RIVER SENIOR CENTER
22424 N BIRCHWOOD LOOP
CHUGIAK
,
AK
99657
NONE
PC
ANNUAL SILVER GALA - DINNER AND DANCE TO BENEFIT CHUGIAK-EAGLE RIVER SENIOR CENTER
5,000
CHUGIAK HIGH SCHOOL FOOTBALL BOOSTERS
PO BOX 771061
EAGLE RIVER
,
AK
99577
NONE
GOV
SUPPORT CHUGIAK HS FOOTBALL AND STUDENT ATHLETES BY PROVIDING EDUCATIONAL SCHOLARSHIPS, CAMP SCHOLARSHIPS AND EQUIPMENT WHILE BUILDING COMMUNITY PARTNERSHIPS
115
CHUGIAK FOOTBALL BOOSTERS CLUB
PO BOX 771061
EAGLE RIVER
,
AK
99577
NONE
GOV
RAISING MONEY TO BUY NECESSARY SAFETY EQUIPMENT LIKE PADS AND HELMETS FOR PLAYERS
135
COLONY CHEERLEADING
9980 E BOGARD RD
PALMER
,
AK
99645
NONE
GOV
RAISING MONEY TO BUY NEW MATS SO CHEER HAS A SAFE ENVIRONMENT TO PRACTICE
250
COLONY HIGH SCHOOL
9550 E BOGARD RD
PALMER
,
AK
99645
NONE
GOV
AP COMPUTER SCIENCE PRINCIPLES - PROMOTE COMPUTER SCIENCE TO MAT SU STUDENTS AS AN ESSENTIAL KNOWLEDGE FOR TODAY'S SOCIETY, ECONOMY AND FUTURE
500
COLONY HIGH SCHOOL
9550 E BOGARD RD
PALMER
,
AK
99645
NONE
GOV
GRAD BLAST - PROVIDE A SAFE, ALCOHOL AND DRUG-FREE ENVIRONMENT FOR GRADUATES TO CELEBRATE THEIR ACCOMPLISHMENTS
250
COTTONWOOD CREEK ELEMENTARY
800 N SEWARD MERIDIAN RD
WASILLA
,
AK
99654
NONE
GOV
5TH GRADE LOCK-IN - MEMORABLE EXPERIENCE BEFORE MOVING ON TO MIDDLE SCHOOL
250
CYSA
11925 OLD GLENN HWY
EAGLE RIVER
,
AK
99577
NONE
GOV
GRAD BLAST - PROVIDE A FUN AND SAFE ENVIRONMENT WITHOUT DRUGS/ALCOHOL FOR CHUGIAK/EAGLE RIVER/MIDDLE SCHOOL AND HOMESCHOOL 2018 GRADUATES
250
EAGLE RIVER HIGH SCHOOL FIRST TECH
8701 YOSEMITE DR
EAGLE RIVER
,
AK
99577
NONE
GOV
FIRST TECH CHALLENGE TEAMS (GRADES 7-12) ARE CHALLENGED TO DESIGN, BUILD, PROGRAM AND OPERATE ROBOTS TO COMPETE IN HEAD-TO-HEAD CHALLENGE IN AN ALLIANCE FORMAT.
1,500
EAGLE RIVER LIONS CLUB
PO BOX 771046
EAGLE RIVER
,
AK
99577
NONE
PC
SERVE AND LOCAL COMMUNITY WITH FINANCIAL AND PHYSICAL SUPPORT IN CELEBRATION OF OUR COUNTRY'S INDEPENDENCE.
250
EXCEL CHEER BOOSTER CLUB
PO BOX 3736
PALMER
,
AK
99645
NONE
PC
OFFSET THE COST OF PERFORMANCE UNIFORMS FOR TWENTY FOUR ATHLETES
250
FAMILY OUTREACH CENTER FOR UNDERSTANDING SPECIAL NEEDS INC
11901 BUSINESS BLVE SUITE 200
EAGLE RIVER
,
AK
99577
NONE
PC
PROVIDE FAMILIES IN THE COMMUNITY EXPERIENCING SPECIAL NEEDS WITH PROGRAM AND SERVICES NEEDED TO BE SUCCESSFUL AND ACTIVE
500
FOOD BANK OF ALASKA
2121 SPAR AVE
ANCHORAGE
,
AK
99501
NONE
PC
THANKSGIVING BLESSING - RAISING FUNDS TO PURCHASE ALL THE TURKEYS AND PRODUCE FOR THE VALLEY FAMILIES
500
GIRL SCOUTS OF ALAKSA
3911 TURNAGAIN BLVD EAST
ANCHORAGE
,
AK
99517
NONE
PC
HELP BUY PROGRAM SUPPLIES FOR ENCAMPMENT 2019 FOR GIRLS K-12
500
GREAT ALASKA COUNCIL BOY SCOUTS OF AMERICA
3117 PATTERSONE ST
ANCHORAGE
,
AK
99504
NONE
PC
SUPPORT THE MATSU 500, A COMMUNITY PINEWOOD DERBY RATE TO SUPPORT SCOUTS AND COUNTING IN THE MAT-SU VALLEY
500
CITY OF HOUSTON
PO BOX 940027
HOUSTON
,
AK
99694
NONE
GOV
HOUSTON FOUNDERS' DAY - BRING LOCAL RESIDENTS AND GUESTS TOGETHER TO CELEBRATE THE COMMUNITY
500
HOUSTON HAWKS FOOTBALL BOOSTER CLUB
PO BOX 299124
WASILLA
,
AK
99687
NONE
GOV
FUNDS TO HELP STUDENTS WHO CANNOT AFFORD THE NECESSARY SAFETY EQUIPMENT.
250
JUNIOR ACHIEVEMENT OF ALASKA
639 W INTERNATIONAL AIRPORT RD STE
38
ANCHORAGE
,
AK
99503
NONE
PC
FUNDING FOR OPERATIONS AND SUPPORT FOR PROGRAMS THAT DIRECTLY IMPACT AND SUPPORT POPULATION IN NEED IN SOUTH CENTRAL ALASKA
500
KIDS KUPBOARD
2850 SKY RANCH LOOP
PALMER
,
AK
99645
NONE
PC
MATSU EMPTY BOWL - RAISE FUNDS TO GET FOOD DIRECTLY INTO THE HANDS OF CHILDREN IDENTIFIED AS "AT-RISK" OF NOT GETTING ENOUGH TO EAT
500
LAZY MOUNTAIN FOOTHILLS RUNNING CLUB
PO BOX 2593
PALMER
,
AK
99645
NONE
PC
CRAZY LAZY RACE - RAISE FUND FOR HIGH SCHOOL GIRLS ATHLETIC PROGRAMS IN THE VALLEY
500
LEMONADE DATE ALASKA
1815 BRAWGAW ST STE 203
ANCHORAGE
,
AK
99508
NONE
PC
FUNDS USED TO PROVIDE PROGRAM SERVICES AND LOCAL SUPPORT TO ALASKA COMMUNITIES
500
LITTLE A EVENTS INC
2205 HILAND RD
EAGLE RIVER
,
AK
99577
NONE
PC
PAYS FOR SOME MEDICAL COST FOR A CHILD CURRENTLY IN HOSPICE CARE
250
MADDYS RUN ALASKA
8816 ACADIA DR
EAGLE RIVER
,
AK
99577
NONE
PC
RAISE FUNDS TO HELP PAY FOR MEDICAL EXPENSES OF CHILDREN WITH LIFE-THREATENING MEDICAL CONDITIONS
500
MATANUSKA-SUSITNA BOROUGH SCHOOL DISTRICT
501 N GULKANA
PALMER
,
AK
99645
NONE
GOV
HOUSTON MIDDLE EARTHQUAKE SUPPORT FAIR - REPLACE VALUABLE ITEMS LEFT BY STUDENTS AND STAFF WHEN THEY EVACUATED THE BUILDING DURING THE 11/30 EARTHQUAKE
2,000
MAT SU CENTRAL SCHOOL
600 E RAILROAD AVE SUITE 6
WASILLA
,
AK
99654
NONE
GOV
GRAD BLAST - POSITIVE AND MEMORABLE EXPERIENCE FOR GRADUATING CLASS
250
MAT SU SCHOOLS FOUNDATION
PO BOX 873413
WASILLA
,
AK
99687
NONE
GOV
ALASKA KIDS ON THE RUN - PROVIDE PRIZES FOR RACE WINNERS AND OFFSET RACE COSTS
200
MAT SU SERVICES FOR CHILDREAN & ADULTS
1225 W SPRUCE AVE
WASILLA
,
AK
99654
NONE
PC
GOLF TOURNAMENT - PROCEEDS FROM THE EVENT USED TO ADDRESS HEALTH, SAFETY AND OTHER CRITICAL NEEDS TO OVER 200 INDIVIDUALS AND FAMILIES
350
MAT-SU SPECIAL SANTA PROGRAM
PO BOX 1664
PALMER
,
AK
99645
NONE
PC
HALLOWEEN HOLLOW - HELP COVER THE OVERALL COSTS OF THE ANNUAL EVENT THAT IS SAFE, WAR, HANDICAP ACCESSIBLE TRICK OR TREAT CARNIVAL
1,000
MIDNIGHT SUN FAMILY LEARNING CENTER
7362 W PARKS HWY 714
WASILLA
,
AK
99623
NONE
PC
MIDNIGHT SUN FUN RUN - PROCEEDS HELP UPDATE ATHLETIC EQUIPMENT FOR P.E. CLASSES AND PLAYGROUND USES
250
MOOSE BOOSTERS WRESTLING CLUB
PO BOX 404
PALMER
,
AK
99645
NONE
GOV
WRESTLING TOURNAMENT - PROMOTE YOUTH WRESTLING IN THE PALMER COMMUNITY
250
MUSCULAR DYSTROPHY ASSOCIATION
PO BOX 773163
EAGLE RIVER
,
AK
99577
NONE
PC
ICE FISHING DERBY - RALLY, ENRICH, AND EDUCATE THE LOCAL COMMUNITY ABOUT MDA AND FISHING CONSERVATION BY OFFERING FAMILIES A FUN WAY TO GET OUTDOORS
200
MY HOUSE
1981 E PALMER WASILLA HWY 100
WASILLA
,
AK
99654
NONE
PC
RADIO MARATHON - GENERATE OPERATING FUNDS TO SUPPORT SERVICES FOR HOMELESS YOUTH IN THE MAT SU VALLEY THAT OFFER A HAND UP AND NOT A HAND OUT
500
MY HOUSE
1981 E PALMER WASILLA HWY 100
WASILLA
,
AK
99654
NONE
PC
CANOE & KAYAK RAGATA - RAISE MONEY TO END HOMELESSNESS OF OUR YOUTH
500
NATIVE VILLAGE OF EKLUTNA
26339 EKLUTNA VILLAGE RD
CHUGIAK
,
AK
99567
NONE
PC
BIENNIAL DENA'INA POTLACH/POWWOW - RAISE FUNDS TO SUPPORT FOOD, TRANSPORTATION AND RENTAL EQUIPMENT FOR THE EVENT
100
OUTDOOR HERITAGE FOUNDATION
PO BOX 4752
PALMER
,
AK
99645
NONE
PC
MIDNIGHT SUN CHARITY SHOOT - FUNDING TO PROVIDE EDUCATIONAL PROGRAMS THAT GIVE ALASKANS SKILLS AND KNOWLEDGE TO LEAD HEALTHIER OUTDOOR LIFESTYLES
500
PALMER AMERICAN LEGION POST 15
1550 MYSTIC CIR
PALMER
,
AK
99645
NONE
GOV
SALUTE TO SERVICE RUN & PICNIC - RAISE FUNDS FOR A SCHOLARSHIP FOR YOUNG MEN AND WOMEN IN OUR LOCAL AREA
250
PALMER HIGH GRAD BLAST
1170 W BOGARD RD
PALMER
,
AK
99645
NONE
GOV
GRAD BLAST - SAFE, FUN, DRUG AND ALCOHOL-FREE ENVIRONMENT TO HONOR ACHIEVEMENT AND CELEBRATE THE MAJOR MILESTONE
250
PALMER HIGH SCHOOL
1170 W BOGARD RD
PALMER
,
AK
99645
NONE
GOV
ROCKIN' HOCKEY - UNIFY STUDENTS WITH INTELLECTUAL AND PHYSICAL DISABILITIES WITH VALLEY ATHLETES IN A COMPETITIVE MODIFIED ICE HOCKEY GAME
1,000
PALMER HISTORICAL SOCIETY
PO BOX 1935
PALMER
,
AK
99645
NONE
PC
RAISE FUNDS FOR INTERNET SERVICE AT THE MUSEUM FOR VOLUNTEER STAFF AND PUBLIC
250
PALMER MUSEUM OF HISTORY
723 S VALLEY WAY
PALMER
,
AK
99645
NONE
PC
PALMER MUSEUM GARDEN AND ART FAIRE - PROMOTE LIVABLE, HEALTHY, AND VIBRANT COMMUNITY
500
PALMER MUSIC BOOSTER CLUB
1170 W BOGARD RD
PALMER
,
AK
99645
NONE
GOV
VALLEY JAZZ FESTIVAL - COVER COSTS OF LIGHT AND SOUND FOR THE FINAL CONCERT - FREE TO THE PUBLIC
1,000
POP WARNER FOOTBALL
7362 W PARKS HWY STE 585
WASILLA
,
AK
99623
NONE
PC
PURCHASE NEW HELMETS
750
SALVATION ARMY
143 E 9TH AVE
ANCHORAGE
,
AK
99501
NONE
PC
SEASON OF GIVING - FUNDS TO BENEFIT THE NEEDY IN THE VALLEY
1,000
THE SCOTTY GOMEZ FOUNDATION
2550 S EVERGREEN CIR
WASILLA
,
AK
99654
NONE
PC
THE LAST FRONTIER POND HOCKEY CLASSIC - PROCEEDS PROVIDE HOCKEY SCHOLARSHIPS AND FREE EQUIPMENT AND GEAR TO OVER 300 KIDS EACH YEAR
300
SUTTON ELEMENTARY PTA
PO BOX 227
SUTTON
,
AK
99674
NONE
GOV
FALL CARNIVAL - FUNDS RAISED WILL BE DIRECTED TOWARDS FIELD TRIPS
250
TALKEETNA COMMUNITY RADIO INC
PO BOX 300
TALKEETNA
,
AK
99676
NONE
PC
KTNA GAME NIGHT - FUNDS TO SUPPORT LOCAL COMMUNITY RADIO STATION SERVING TALKEETNA, TRAPPER CREEK AND SURROUNDING BUS COMMUNITIES
500
TEELAND MIDDLE SCHOOL
2788 N SEWARD MERIDIAN PARKWAY
WASILLA
,
AK
99654
NONE
GOV
FIRST LEGO LEAGUE ROBOTS TEAM - PURCHASE LEGO ROBOTIC KITS TO DEVELOP CITIZENS THAT HAVE SKILLS IN PROGRAMMING, ENGINEERING, AND WORKING IN TEAMS TO SOLVE PROBLEMS
400
UPPER SUSITNA FOOD PANTRY
PO BOX 277
TALKEETNA
,
AK
99676
NONE
PC
HOLIDAY FOOD BASKETS - PROVIDE SUPPLEMENTAL FOOD TO FAMILIES IN NEED
1,000
VALLEY COMMUNITY FOR RECYCLING SOLUTIONS
PO BOX 876464
WASILLA
,
AK
99687
NONE
PC
20 YEARS OF RECYCLING ANNIVERSARY COMMUNITY CELEBRATION - HELP WITH COST OF THE EVENT AND KEEP PROGRAM VIBRANT AND GROWING
500
VALLEY THUNDER HOCKEY ASSOCIATION
2673 NORTH BONNIE BELLE
WASILLA
,
AK
99654
NONE
PC
TEA TIME FOR STICK TIME - RAISE MONEY FOR GIRLS HOCKEY TEAM
250
WASILLA AREA SENIORS INC
1301 S CENTURY CIRCLE
WASILLA
,
AK
99654
NONE
PC
VETERAN'S DAY CONGREGATE LUNCH - FUNDS USED TO PROVIDE A NUTRITIOUS MEAL FOR 100+ SENIORS
500
WASILLA AREA SENIORS INC
1301 S CENTURY CIRCLE
WASILLA
,
AK
99654
NONE
PC
MEALS ON WHEELS FUN RUN - RAISE FUNDS FOR WASILLA AREA MEALS ON WHEELS PROGRAM
2,500
WASILLA HIGH SCHOOL
701 E BOGARD RD
WASILLA
,
AK
99654
NONE
GOV
WHS BASKETBALL BOOSTER CLUB - RAISE FUNDS TO SUPPORT BASKETBALL STUDENT ATHLETICS PROGRAM
500
WASILLA HIGH SCHOOL
701 E BOGARD RD
WASILLA
,
AK
99654
NONE
GOV
GRAD BLAST - PROVIDE THE GRADUATES A HEALTHY AND SAFE, SUBSTANCE-FREE OPPORTUNITY TO CELEBRATE GRADUATING HIGH SCHOOL
250
Total
.................................
3a
113,850
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2018)
Page 12
Form 990-PF (2018)
Page
12
Part XVI-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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
17
4
Dividends and interest from securities
....
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not 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
PY SCHOLARSHIP REFUND
1,250
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
17
1,250
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
1,267
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
11A
PY SCHOLARSHIP AWARDED WAS REFUNED BACK TO THE FOUNDATION IN 2018
Form
990-PF
(2018)
Page 13
Form 990-PF (2018)
Page
13
Part XVII
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?
...........
Yes
No
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.
2019-11-13
May the IRS discuss this return
with the preparer shown below
(see instr.)?
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
CHERI R BURNHAM CPA
Preparer's Signature
Date
2019-11-13
Check if self-
employed
PTIN
P00055324
Firm's name
MOSS ADAMS LLP
Firm's EIN
91-0189318
Firm's address
601 W RIVERSIDE AVENUE STE 1800
SPOKANE
,
WA
99201
Phone no.
(509) 747-2600
Form
990-PF
(2018)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description