Afognak Fund

Fox Point, WI
Tax-exempt since Aug. 1998
EIN: 06-1521981

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$2.3M (2024)

Expenses

$1.95M (2024)

Total Assets

$41.8M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$2,296,560

Expenses

$1,951,161

Net Income

$345,399

Net Assets

$41,811,972

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,641	0.4%
Dividends	$1,037,609	45.2%
Sales of Assets	$1,250,310	54.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,878,385	96.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$41,811,972
Total Liabilities	$0
Net Assets	$41,811,972

Compensation

Key Employees and Officers	Compensation	Other
Anne Symchych (Trustee)	$0	$0
Stephen Symchych (Trustee)	$0	$0
Catherine Symchych (Trustee)	$0	$0
Christine Symchych (Trustee)	$0	$0

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990-PF

Filed on March 27, 2025

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2023

Revenue

$3,122,440

Expenses

$1,974,462

Net Income

$1,147,978

Net Assets

$37,536,176

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$55,024	1.8%
Dividends	$942,712	30.2%
Sales of Assets	$2,124,704	68.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,885,070	95.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$37,536,176
Total Liabilities	$0
Net Assets	$37,536,176

Compensation

Key Employees and Officers	Compensation	Other
Anne Symchych (Trustee)	$0	$0
Stephen Symchych (Trustee)	$0	$0
Catherine Symchych (Trustee)	$0	$0
Margaret Murphy (Trustee (End 12/2023))	$0	$0
Christine Symchych (Trustee)	$0	$0

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990-PF

Filed on April 25, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$2,379,108

Expenses

$1,830,135

Net Income

$548,973

Net Assets

$6,084,684

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,135	0.1%
Dividends	$906,407	38.1%
Sales of Assets	$1,470,566	61.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,814,676	99.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,084,684
Total Liabilities	$0
Net Assets	$6,084,684

Compensation

Key Employees and Officers	Compensation	Other
Anne Symchych (Trustee)	$0	$0
Stephen Symchych (Trustee)	$0	$0
Catherine Symchych (Trustee)	$0	$0
Elizabeth King (Trustee)	$0	$0
Margaret Murphy (Trustee)	$0	$0
Christine Symchych (Trustee)	$0	$0

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990-PF

Filed on Nov. 16, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$2,511,454

Expenses

$1,711,431

Net Income

$800,023

Net Assets

$5,535,793

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$58,266	2.3%
Interest Revenue	$17	0.0%
Dividends	$858,809	34.2%
Sales of Assets	$1,594,362	63.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,697,492	99.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,535,793
Total Liabilities	$0
Net Assets	$5,535,793

Compensation

Key Employees and Officers	Compensation	Other
Anne Symchych (Trustee)	$0	$0
Stephen Symchych (Trustee)	$0	$0
Catherine Symchych (Trustee)	$0	$0
Elizabeth King (Trustee)	$0	$0
Margaret Murphy (Trustee)	$0	$0
Christine Symchych (Trustee)	$0	$0

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990-PF

Filed on May 13, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$1,468,924

Expenses

$1,591,639

Net Income

-$122,715

Net Assets

$4,736,821

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$39,024	2.7%
Interest Revenue	$23,751	1.6%
Dividends	$784,428	53.4%
Sales of Assets	$594,976	40.5%
Other Income	$26,745	1.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,475,099	92.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,736,822
Total Liabilities	$1
Net Assets	$4,736,821

Compensation

Key Employees and Officers	Compensation	Other
Anne Symchych (Trustee)	$0	$0
Stephen Symchych (Trustee)	$0	$0
Catherine Symchych (Trustee)	$0	$0
Elizabeth King (Trustee)	$0	$0
Margaret Murphy (Trustee)	$0	$0
Christine Symchych (Trustee)	$0	$0

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990-PF

Filed on May 10, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$2,498,021

Expenses

$1,207,078

Net Income

$1,290,943

Net Assets

$4,858,960

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$11,314	0.5%
Interest Revenue	$33,690	1.3%
Dividends	$773,971	31.0%
Sales of Assets	$1,679,046	67.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,132,704	93.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,858,961
Total Liabilities	$1
Net Assets	$4,858,960

Compensation

Key Employees and Officers	Compensation	Other
Anne Symchych (Trustee)	$0	$0
Stephen Symchych (Trustee)	$0	$0
Catherine Symchych (Trustee)	$0	$0
Elizabeth King (Trustee)	$0	$0
Margaret Murphy (Trustee)	$0	$0
Christine Symchych (Trustee)	$0	$0

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990-PF

Filed on Sept. 14, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2018

Revenue

$4,836,780

Expenses

$1,333,991

Net Income

$3,502,789

Net Assets

$3,568,018

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50,000	1.0%
Interest Revenue	$7,496	0.2%
Dividends	$823,635	17.0%
Sales of Assets	$3,955,649	81.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,318,914	98.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,568,018
Total Liabilities	$0
Net Assets	$3,568,018

Compensation

Key Employees and Officers	Compensation	Other
Anne Symchych (Trustee)	$0	$0
Stephen Symchych (Trustee)	$0	$0
Catherine Symchych (Trustee)	$0	$0
Elizabeth King (Trustee)	$0	$0
Margaret Murphy (Trustee)	$0	$0
Christine Symchych (Trustee)	$0	$0

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990-PF

Filed on May 9, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$1,256,073

Expenses

$1,249,670

Net Income

$6,403

Net Assets

$65,229

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$88,000	7.0%
Interest Revenue	$1,729	0.1%
Dividends	$800,988	63.8%
Sales of Assets	$365,356	29.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,200,197	96.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$65,229
Total Liabilities	$0
Net Assets	$65,229

Compensation

Key Employees and Officers	Compensation	Other
Anne Symchych (Trustee)	$0	$0
Stephen Symchych (Trustee)	$0	$0
Catherine Symchych (Trustee)	$0	$0
Elizabeth King (Trustee)	$0	$0
Margaret Murphy (Trustee)	$0	$0
Christine Symchych (Trustee)	$0	$0

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990-PF

Filed on May 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$1,199,254

Expenses

$1,193,751

Net Income

$5,503

Net Assets

$58,826

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$120,000	10.0%
Interest Revenue	$81	0.0%
Dividends	$790,245	65.9%
Sales of Assets	$288,928	24.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,163,761	97.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$58,826
Total Liabilities	$0
Net Assets	$58,826

Compensation

Key Employees and Officers	Compensation	Other
Anne Symchych (Trustee)	$0	$0
Stephen Symchych (Trustee)	$0	$0
Catherine Symchych (Trustee)	$0	$0
Elizabeth King (Trustee)	$0	$0
Margaret Murphy (Trustee)	$0	$0
Christine Symchych (Trustee)	$0	$0

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990-PF

Filed on May 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$1,289,193

Expenses

$1,285,181

Net Income

$4,012

Net Assets

$53,323

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$210,250	16.3%
Interest Revenue	$74	0.0%
Dividends	$785,855	61.0%
Sales of Assets	$293,014	22.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,240,202	96.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$53,323
Total Liabilities	$0
Net Assets	$53,323

Compensation

Key Employees and Officers	Compensation	Other
Anne Symchych (Trustee)	$0	$0
Stephen Symchych (Trustee)	$0	$0
Catherine Symchych (Trustee)	$0	$0
Elizabeth King (Trustee)	$0	$0
Margaret Murphy (Trustee)	$0	$0
Christine Symchych (Trustee)	$0	$0

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990-PF

Filed on May 16, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$1,200,570

Expenses

$1,215,742

Net Income

-$15,172

Net Assets

$49,311

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$30,000	2.5%
Interest Revenue	$75	0.0%
Dividends	$766,968	63.9%
Sales of Assets	$403,527	33.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,184,478	97.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$49,311
Total Liabilities	$0
Net Assets	$49,311

Compensation

Key Employees and Officers	Compensation	Other
Anne Symchych (Trustee)	$0	$0
Stephen Symchych (Trustee)	$0	$0
Catherine Symchych (Trustee)	$0	$0
Elizabeth King (Trustee)	$0	$0
Margaret Murphy (Trustee)	$0	$0
Christine Symchych (Trustee)	$0	$0

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990-PF

Filed on May 14, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$916,557

Expenses

$1,016,697

Net Income

-$100,140

Net Assets

$64,483

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$200,000	21.8%
Interest Revenue	$86	0.0%
Dividends	$716,471	78.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$987,339	97.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$64,483
Total Liabilities	$0
Net Assets	$64,483

Compensation

Key Employees and Officers	Compensation	Other
Anne Symchych (Trustee)	$0	$0
Stephen Symchych (Trustee)	$0	$0
Catherine Symchych (Trustee)	$0	$0
Elizabeth King (Trustee)	$0	$0
Margaret Murphy (Trustee)	$0	$0
Christine Symchych (Trustee)	$0	$0

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990-PF

Filed on May 14, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$1,069,254

Expenses

$1,006,719

Net Income

$62,535

Net Assets

$164,623

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$400,000	37.4%
Interest Revenue	$119	0.0%
Dividends	$669,135	62.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$977,791	97.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$164,623
Total Liabilities	$0
Net Assets	$164,623

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$772,457

Expenses

$965,974

Net Income

-$193,517

Net Assets

$102,088

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$150,000	19.4%
Interest Revenue	$250	0.0%
Dividends	$622,207	80.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$939,450	97.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$102,088
Total Liabilities	$0
Net Assets	$102,088

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Afognak Fund

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $2.3M (2024)

Expenses $1.95M (2024)

Total Assets $41.8M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$2.3M (2024)

Expenses

$1.95M (2024)

Total Assets

$41.8M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001