BRISTOL BAY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BRISTOL BAY FOUNDATION (EIN 92-0141709)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202323189349101852
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T07:32:02-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 920141709 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bristol Bay Foundation fka Bristol Bay Native Corporation Education Foundat | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRIS | BusinessNameControlTxt |
| Phone | 9072783602 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 W 16th Ave | AddressLine1Txt |
| City | Anchorage | CityNm |
| State Abbreviation | AK | StateAbbreviationCd |
| ZIP | 99501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Aleesha Towns-Bain | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 9072783602 | PhoneNum |
| Signature | 2023-11-01 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Aleesha | PersonFirstNm |
| Person Last | Towns-Bain | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 000000000 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $29,810,952 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,614,152 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $946,394 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $946,394 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$70,531 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,710,171 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $67,036 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $2,557,051 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $946,394 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $209,434 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $209,434 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $383,950 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $316,873 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $174,412 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $134,830 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,825 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $5,825 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $211,192 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $133,975 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $160,377 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $47,251 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,351 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $24,400 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $92,867 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $92,867 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $273,226 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $327,969 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,398,157 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $151,326 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,272,575 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $905,231 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $905,231 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,303,388 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $151,326 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,177,806 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $253,663 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $795,068 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $222,251 | CashBOYAmt |
| Cash EOY | $760,015 | CashEOYAmt |
| Cash EOYFMV | $760,015 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $772,631 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $188,226 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $188,226 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $62,686 | AcctRcvblAmt |
| Acct Rcvbl EOY | $62,686 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $62,686 | AcctRcvblEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Prepaid Expenses BOY | $119,424 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,800 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,800 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $2,794,957 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,253,539 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,253,539 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $22,337,763 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,166,827 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,166,827 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,760,894 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,635,866 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,635,866 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $1,159,114 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $740,993 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $740,993 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $34,167,034 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,810,952 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,810,952 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $519 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $52,666 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $5,990 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $25,000 | DeferredRevenueEOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $175,194 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $159,608 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $181,703 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $237,274 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $33,985,331 | RetainedEarningBOYAmt |
| Retained Earning EOY | $29,573,678 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $33,985,331 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,573,678 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,167,034 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,810,952 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $33,985,331 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $253,663 | ExcessRevenueOverExpensesAmt |
| Subtotal | $34,238,994 | SubtotalAmt |
| Other Decreases | $4,665,316 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,573,678 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly Traded Investments | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2021-12-31 | AcquiredDt |
| Sold | 2022-12-31 | SoldDt |
| Gross Sales Price | $6,710,171 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $6,780,702 | CostOrOtherBasisAmt |
| Gain Or Loss | -$70,531 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | -$70,531 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$70,531 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,051 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,051 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,051 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,213 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $16,213 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$16,213 | OriginalReturnOverpaymentAmt |
| Overpayment | $5,162 | OverpaymentAmt |
| Applied To ES Tax | $5,162 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AK | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.bristolbayfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Yuliya Mitchell | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9072783602 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 W 16th AVE Ste 400 | AddressLine1Txt |
| City | Anchorage | CityNm |
| State Abbreviation | AK | StateAbbreviationCd |
| ZIP | 99501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Marie Paul | ||||||||
| 111 W 16th Ave Suite 400 | Anchorage | AK | 99501 | President | 2.50 | $0 | $0 | $0 |
| Patrick E Patterson III | ||||||||
| 111 W 16th Ave Suite 400 | Anchorage | AK | 99501 | Treasurer | 2.50 | $0 | $0 | $0 |
| Andria Agli | ||||||||
| 111 W 16th Ave Suite 400 | ANCHORAGE | AK | 99501 | Secretary | 2.00 | $0 | $0 | $0 |
| William Chythlook | ||||||||
| 111 W 16th Ave Suite 400 | Anchorage | AK | 99501 | Director | 2.00 | $0 | $0 | $0 |
| Daniel Cheyette | ||||||||
| 111 W 16th Ave Suite 400 | Anchorage | AK | 99501 | Vice President | 2.00 | $0 | $0 | $0 |
| Jason Metrokin | ||||||||
| 111 W 16th Ave Suite 400 | Anchorage | AK | 99501 | Director | 2.00 | $0 | $0 | $0 |
| Jayme Selanoff | ||||||||
| 111 W 16th Ave Suite 400 | Anchorage | AK | 99501 | Director | 2.00 | $0 | $0 | $0 |
| Michelle Ravenmoon | ||||||||
| 111 W 16th Ave Suite 400 | Anchorage | AK | 99501 | Director | 2.00 | $0 | $0 | $0 |
| Aleesha Towns-Bain | ||||||||
| 111 W 16th Ave Suite 400 | Anchorage | AK | 99501 | Executive Director | 40.00 | $209,434 | $47,173 | $0 |
| Terrence Shanigan | ||||||||
| 111 W 16th Ave Suite 400 | Anchorage | AK | 99501 | Director | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Angela Peacock | ||||||||
| 111 W 16th Ave Ste 400 | Anchorage | AK | 99501 | Deputy Director | 40.00 | $107,373 | $27,562 | $0 |
| Kay Larson-Blair | ||||||||
| 111 W 16th Ave Ste 400 | Anchorage | AK | 99501 | Cultural Heritage Pr | 40.00 | $104,472 | $35,467 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Goldman Sachs & Co LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 West Street 29th Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10282 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Management Services | ServiceTypeTxt |
| Compensation | $133,975 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | To provide support for and encourage shareholders to pursue educational opportunities. In 2022 the organization provided scholarships to 231 students. Additionally, 1 donation to a postsecondary education charitable organization was made. | Description1Txt |
| Expenses1 | $771,432 | Expenses1Amt |
| Description2 | To provide additional assistance to students experiencing hardship in pursuing their educational ambitions. Emergency aid was provided to 53 students in 2022. | Description2Txt |
| Expenses2 | $89,099 | Expenses2Amt |
| Description3 | To promote and preserve cultural heritage, 14 grants were provided for cultural heritage and place names in 2022. | Description3Txt |
| Expenses3 | $44,700 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $29,751,889 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,122,744 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,874,633 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $30,874,633 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $463,119 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,411,514 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,520,576 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,520,576 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,051 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,051 | TotalTaxAmt |
| Distributable Before Adj | $1,509,525 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,509,525 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,509,525 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,177,806 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,177,806 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,509,525 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $97,619 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $168,761 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $206,129 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $79,689 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $552,198 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,177,806 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,509,194 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $668,612 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,220,810 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $331 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,220,810 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $97,619 | ExcessFromYear4Amt |
| Excess From Year3 | $168,761 | ExcessFromYear3Amt |
| Excess From Year2 | $206,129 | ExcessFromYear2Amt |
| Excess From Year1 | $79,689 | ExcessFromYear1Amt |
| Excess From Current Year | $668,612 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Aleesha Towns-Bain | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 W 16th Ave Suite 400 | AddressLine1Txt |
| City | Anchorage | CityNm |
| State Abbreviation | AK | StateAbbreviationCd |
| ZIP | 99501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9072657875 | RecipientPhoneNum |
| Form And Info And Materials | Available at www.bristolbayfoundation.org | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Rolling deadline | SubmissionDeadlinesTxt |
| Restrictions On Awards | Organizations must be located in the Bristol Bay region of Alaska or demonstrate benefit to Bristol Bay Shareholders. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Statement A | AddressLine1Txt |
| City | Anchorage | CityNm |
| State Abbreviation | AK | StateAbbreviationCd |
| ZIP | 99501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | Stmt A | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Stmt A | GrantOrContributionPurposeTxt |
| Amt | $905,231 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $905,231 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $946,394 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$70,531 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $366,098 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,241,961 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,241,961 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (21 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Bristol Bay Native Corporation | ||||||
| 1 | 111 W 16th Ave Ste 400 | Anchorage | AK | 99501 | $1,111,111 | Yes (X) |
| GCI Inc | ||||||
| 2 | 2550 Denali St Suite 1000 | Anchorage | AK | 99503 | $20,000 | Yes (X) |
| Weidner Property Management | ||||||
| 3 | 9757 NE Juanita Dr 300 | Kirkland | WA | 98034 | $20,000 | Yes (X) |
| Rasmuson Foundation | ||||||
| 4 | 301 W Northern Lights Blvd 601 | Anchorage | AK | 99503 | $47,000 | Yes (X) |
| SES Group of Companies LLC | ||||||
| 5 | 12324 Singing Hills Pt | Knoxville | TN | 37934 | $5,000 | Yes (X) |
| Doyon Limited | ||||||
| 6 | 1 Doyon Place Suite 300 | Fairbanks | AK | 99701 | $5,000 | Yes (X) |
| Grant Aviation | ||||||
| 7 | PO Box 92200 | Anchorage | AK | 99509 | $20,000 | Yes (X) |
| Besseney & VanTuyn LLC | ||||||
| 8 | 310 K st Suite 200 | Anchorage | AK | 99501 | $5,000 | Yes (X) |
| Strategies 360 Inc | ||||||
| 9 | 1505 Westlake Ave N Suite 1000 | Seattle | WA | 98109 | $5,000 | Yes (X) |
| Dorsey & Whitney LLP | ||||||
| 10 | 50 S 6th St Ste 1500 | Minneapolis | MN | 55402 | $10,000 | Yes (X) |
| Parker Smith & Feek | ||||||
| 11 | 2233 112th Ave NE | Bellevue | WA | 98004 | $5,000 | Yes (X) |
| Calista Corporation | ||||||
| 12 | 5015 Business Park Blvd Suite 3000 | Anchorage | AK | 99503 | $5,000 | Yes (X) |
| National Fish and Wildlife Foundation | ||||||
| 13 | 1133 15th st NW Suite 1000 | Washington | DC | 20005 | $10,000 | Yes (X) |
| Alaska Airlines Foundation | ||||||
| 14 | 4750 International Airport Road | Anchorage | AK | 99502 | $10,000 | Yes (X) |
| Association of Tribal Archives Libr | ||||||
| 15 | 6308 Harden Dr | Oklahoma City | OK | 73118 | $46,653 | Yes (X) |
| Alaska Community Foundation | ||||||
| 16 | 3201 C Street Suite 110 | Anchorage | AK | 99503 | $15,000 | Yes (X) |
| Wells Fargo Commercial Banking | ||||||
| 17 | 301 W Northern Lights Blvd Ste 502 | Anchorage | AK | 99503 | $5,000 | Yes (X) |
| Bank of America | ||||||
| 18 | 401 Union Street Suite FL 23 | Seattle | WA | 98101 | $5,000 | Yes (X) |
| Bay Hills Capital Management LLC | ||||||
| 19 | 600 Montgomery Street 3900 | San Francisco | CA | 94111 | $5,000 | Yes (X) |
| Liberty Mutual | ||||||
| 20 | 2313 E Mead Drive | Gilbert | AZ | 85298 | $5,000 | Yes (X) |
| CCI Alliance LLC | ||||||
| 21 | 51 3rd Street | Shalimar | FL | 32579 | $5,000 | Yes (X) |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Publicly Traded Investments | AssetDesc |
| Gross Sales Price | $6,710,171 | GrossSalesPriceAmt |
| Basis | $6,780,702 | BasisAmt |
| Total Net | -$70,531 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds | BondNm |
| EOY Book Value | $5,635,866 | EOYBookValueAmt |
| EOYFMV | $5,635,866 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Equities/Common Stock | StockNm |
| EOY Book Value | $21,166,827 | EOYBookValueAmt |
| EOYFMV | $21,166,827 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,253,539 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,253,539 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Asset Backed Securities | CategoryOrItemTxt |
| Book Value | $740,993 | BookValueAmt |
| EOYFMV | $740,993 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Unrealized Loss on Investments | $4,664,066 |
| PY RE Adj | $1,250 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue And Expenses Per Books | $273,226 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $327,969 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue And Expenses Per Books | $67,036 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Scholarships Payable | $4,250 | $10,700 |
| Due to BBNC | $170,944 | $148,908 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Goldman Sachs Investment Management | $133,975 | $133,975 | |
| Various Other Professional Fees | $77,217 | $160,377 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Federal Excise Tax | $29,900 | $24,400 | |
| Foreign Tax Expense | $17,351 | $0 | $17,351 |