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Form 990 -PF Return of Private Fou ndationDepartment of the Treasury or Sect i on 4947 ( a )( 1 ) Non exempt Charitable Tru s t Treated a s a Private Foundationinternal Revenue Service No t e : The organization may be able to use a copy of this return to satisfy state reporting re wremenl
For ca lendar year 2003, or tax year beginning 2003 , and endin g
Room /suite I B Telephone number (see page 10 ofthe instructions)
G Check all that apply Initial return Final return Amended return Address change Name chan i
Name of organization A Employer identification number
U s e the IRSl abel . gUNA HERITAGE FOUNDATION
Oth erwis e , Number and street (or P O . box number if mail is not delivered to street address)prin t
or typ e .
See Specific 9301 GLACIER H IGHWAY (907) 7 90- 4 937
In s tr ucti o ns. Ci ty or town, state, an d ZI P code C It exemption application ispendi ng , check here
D 1 . Fore ign organizations, check here
JUNEAU AK 99801 2 Foreign organizations meeting the❑. .
0.H Check type of organization X Section 501(c 3 exempt p rivate foundation85 % test, check here. and attac hcomputation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundationE If private fou ndation status was term in ated
I Fair market value of all assets at end J Accounting method Cash X Accrual under section 5 07( b)(1 )(A) , c heck here ,
of year (from Pa rt H, COQ. (c), fine ~ Other (specify) _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ F If the foundation is in a 60-month termination16) ► $ 164 095 . (Part 1, column (d) must be on cash basis) under section 507(b)( 1)(B), check here ,
00,
Analys is of Re venue and Expenses (d) Disbursements(The total of amounts in columns (b), (c), and (a) Revenue and (b) Net investment (c) Adjusted net for charitabl e(d) may not nec essarily equal the amounts in expenses per income income purposescolumn (a) (see vane 10 of th e instructions) ) books ((- ash basis only )
1 Contri butions , its, grants, etc , received (a ttach schedule)
Check ~ ~if the foundation i s not required toattach Sch B
2 Distributions f rom s plit-int erest trusts
3 Interest on savings and temporary cash investments
4 D ivid en d s an d in ter e st fro m securities
5 a Gross rents , .
b (Net rental income or (loss) 7 , 500
6 a Net gain or (loss) from sale of assets not on line 1040 b G r oss sale s price for al l
assets on line 6 a7 C a pi ta l ga in n et i n come (from Pa rt I V, line 2)
8 N e t sh ort-term c apital gain9 Income modification s
10a Gross sales less returns 1 00and allowancesb Less Cost o f goods sold 715
c Gross p ro fi t or (lo ss) ( attac~e~le )
11 Other i n c om e~elr,~iEllule)
13
14
1 5
x 16aWd b
d > cc~'
17
C 18
E 1 9
~ a 20
Q 21to
W cm 22
Z 23
CL 24
~ O
25
offi cers, di rectors, hk$es, etc 91,62
s a la ieq~,wa~ 7 98
er&plee ben efit 7,50
:hs c h le) 0. 6
et ),,, . . . 9,75
ee s (attach schedule) . 13,6 9
Taxes (attach schedule) (see p age 1 3 of the instructions) *'t
Depreciation (attach schedule) and depletion
Occupancy , ,
Travel, conferences, and meetings , ,
Printing and publication s
Other expenses (attach schedule) $ TXT . 4 2
Total operating and a d ministrative expenses .
Add lines 13 through 23 16
Contributions, gifts, grants paid 7
7 .
27 Subtract line 26 from line 1 2
a Exc es s of revenue over exp ens e s and disburseme nts 43,722 .
b Net investment inco m e (if negative, enter -0-)
c Adjusted net income (if negative, enter -0-) . .Js A3E1410 2 000 F o r Paperwork Re du c t io n A ct N ot ice, see the inst ructions .
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O M B No 1545 -005 2
X003
7 , 9 8
3 .6 9
8
70 , 9
69 .
Form 990 -PF (2003)
vc~
Attached schedules and amounts in theBalance Sheets description column should be fo r
end-of-year a m ounts only (See instructions
1 Cash - non-interest-bearing , ,
2 Savings and temporary cash investments ,
3 Accounts receivable ► ____- ____________ 1 "190 _
L ess allowance f or doubtful accounts 00, NONE-------------4 Pledges receivable ►
------------------------Less allowance for dou btful accounts ►
5 Grants receiva b le
6 Receiva b les due from officers, d irectors, trustees, and other
d isqualif i ed pe rsons (attach schedule) (see page 15 of the instructio ns)
7 Ot her notes a nd loans receivable (attac h schedule) 1 _ _ _ _ _
Less allow a nce for dou b tful a cco u nts 1
8 Inventories for sale o r us e
9 Prepaid expenses and deferred charges , $ TW 5 ,
Q 10 a Investments - U S and state government obligations (attach schedule )
b Invest ments - corporate stock (attach schedule) ,
c Investments - corporate bonds (attach schedule )1 1 Investments -land, buildings, 1110.and equipment basis ___________________
Less a ccumulat ed depreciation 10.(attach schedule) ___________________
12 Investments - mortgage loan s
1 3 Investments - other (atta ch sched ule) , $TgT, 6 ,14 Land, buildings, and
equipment basis -_ _ _ _ _ _ _ _ _ _ _144,796 .Less accumulated depreciatio n(attach schedule) ~_ _ _ _ _ _ _ _ _ _ _ _ _ 26,263 .
15 Other a ssets (descri b e ► )--------------------16 Total assets (to b e com pleted by a ll f ilers - see page 16 of
the ins tru ctions . Also, see paae 1, i tem
17 Accounts payabl e and a ccru ed expenses ,
18 Gr ants payabl e
X 19 Defe rred revenue ,
20 Loa ns from offic ers, directors, trustees, an d other dis q ual ifie d persons
21 Mortgag es and o th e r notes payab l e ( attach sch ed ule ) ,
_ _ _ _ _ _ _ )22 Ot her l i ab i l iti es (d escri be 10,
Lo I o tai IIilvlnues tluu IlfleS 1 / Lf1 1UU I7 G L
Organi zati ons that follow SFAS 117 , check here► xand complete lines 24 through 26 and lines 30 and 31 .
HGO 24 Unrestricted . .
R 25 Tempo r aril y rest rict e d
m 26 Pe rman e nt ly r e stric ted
c Organizations that do not follow SFAS 117 ,U_ chec k he re and complete lines 27 thro u gh 3 1 . ►
0 27 Capi ta l stock , tru st p ri ncipa l, or current funds .
28 Paid-in o r cap ita l s ur plus, or land , bldg ,a nd equip me nt fun d
u) 29 R et ained earnings, accumulated i n come, endowment, or other funds
30 Total net assets or fund balan ces (see pag e 17 of the
z instructions) . ,
31 Total liab i lit i e s and net as sets/fund balanc e s (see pag e 1 7 of
the instructions) - .
Analysis of Changes in Net Assets or Fund Balances
1
7
271 .E 1 , 271 .
9 . 283 .
118 . 533
160 . 854 .
43 .1 164 . 09 5
1 Total net assets or fund balances at beginning of year - Part II, column (a), line 30 (must agree withend-of-year figure reported on prior year's return) , ,
2 Enter amount from Part I, line 27 a3 Other increases not included in line 2 (itemize) ► SEE STATEMENT 7-----------------------------------4 Add lines 1, 2, and 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5 Decreases not included in l ine 2 (ite m ize) ►_____ SEE STATEMENT 8---------------------------------6 Total net assets or fund balances at end of year (l ine 4 minus line 5) - Part II column (b), line 30 .
rining of ye
B oo k Va lu eE nd of
8 . 118 .1 33 , 349 .
Page 2
Fair Ma r ket Valu e
469 .
33,349
1 . 190 .
16 0
9 . 690
577 118 . 53 3
283 .
117 , 132 .
43,722 .
6 , 614 .
167 , 468 .
6 .614 .
Form 990 -PF (2003 )
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n 99 0- PF ( 2003) 94-3113818 Pa ge 3
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 )
1a
b
c
d
e
(e) Gross sales price ( f) Depreciation allowed (g) Cost or other basi s(or allowable) plus expense of sale
a
b
c
d
e
Complete only for assets showi n
( i ) F M .V as of 12/31/69
b
in in column (h) and owned by the foundation on 12/31/69
(j) Adjusted basis ( k ) Excess of col (i )as of 12/31/69 over col Q), i f an y
d
e
If gain, a l so enter in Part I , line 72 Cap i tal gain net income or ( net capital loss) { If (loss), enter - 0- in Pa rt I, line 7 } 23 Net short-term capital gain or (loss) as defined in sections 1222 ( 5 ) and (6)
If gain , also enter in Pa rt I , line 8 , column (c) (see pages 13 and 17 of the instructions) .If ( loss) , enter -0 - in Part I , line 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
(h) Gain or (loss)(e) plus (f) minus (g )
(I) Gains (Col . (h) gain minuscol (k), but not less than -0-) o r
Losses (from col (h) )
li~ Qualification Under Section 4940(e) for Reduced Tax on Net Investment Incom e(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 organization liable for the section 4942 tax on the distributable amount of any year in the base period? . . . . F~ Yes r x] NoIf "Yes," the organization does not qualify under section 4940(e) . Do not complete this part
1 Enter the appropriate amount in each column for each year, see page 17 of the instructions before making any entries.
(a) (d)Base period years Calendar year fi b ) (c) Distribution ratio
(o r t ax year beginning i n) Adj us t ed q u a lifying dis t ribut io n s N et value of noncharitabl e-use assets (col (b) divid ed by col (c))
2002 281,698. 70,441 . 3 . 99906304567
2001 304 935 . 38,353 . 7 . 95074700806
2000 176 691 . 24,939 . 7 . 08492 7 22242
1999 160 373 . 12,551 . 12 . 777706 9 5 5 62
1998 326 , 628 . 11 . 992. 27 . 2371 5 81054 0
2 Total of line 1, column (d) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Average distribution ratio for the 5-year base period - divide the total on line 2 by 5, or b y
t he num ber of years the founda tion has b ee n i n existence if less than 5 years 3
4 Enter the net value of nonchantable-use assets for 2003 from Part X, line 5 ( 4
5 Multiply line 4by line 3 , 1 5
6 Enter 1 % of net investment income (1 % of Part I, line 27b) . . . . . . . . . . . . . . . . L 6
7 Add lines 5 and 6 . . . . . . . . .
59 .04960233717
11 . 80992046743
59 , 737 .
705 , 489 .
3 .
8 Enter qualifying distributions from Part XII, line 4 • . . . •1 8 1 231,908 .If line 8 is equal to or greater than line 7, chec k the box in Part VI, line 1b, and complete that part using a 1% tax rate See the Part VI instructi ons on page 1 7
JS^ Form 990 -PF (2003)3E1430 1 000562011 1832 51662
(c) Date {d) Date soldacquiredD
mowP-Purchase ~ acquired yr~ (mo , day, yr)D-Donation m0 , d8
••. . .. . .
y9-X113010Excise Tax Ba s ed on Investment Income (Section 4940(a) , 4940(b ), 4940 (e), or 4948 - see p a
I a Exe mpt operating f oun d ations described in sec t ion 4940(d)(2), check here jp~ and enter "N /A" on line 1
Date o f ruling letter _ _ ( att ac h c opy o f r u lin g l ett er if necessary - see i n s t ruct io n s )
b Do mestic or anizations that meet t he section 4940(e) requirements in Part V, chec kh ere ► ~ and enter 1 °,6 of Part I, line 27b ,
c All other domestic organizations 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) t rusts and taxable foundations only Others enter -0-) , ,
3 Addlines 1 an d 2 .4 Su bt itle A (income) t ax (domestic section 49 47(a)(1) trusts and taxable foundations only Others enter -0-), ,5 Tax ba s ed on inve stm ent in com e . Su btract line 4 from line 3 If z ero or less, enter -0-
6 Cre dits/ P ay ments
a 2003 estimated tax p aymen ts a n d 2002 overpayment cre d ited to 2003 6a NONE
b Exempt foreign organiza t ions - tax withheld at source 6 b NONE
c Tax paid with application for extension of time to file (Form 8868) 6c 5 .
d Backup withholding erroneously withheld , 6 d
7 Total credits and payments Ad d lines 6a through 6 d
8 Enter a ny penalty for underpayment of estimated tax Check here ❑ if Form 2220 is attache d9 Tax due . If t he total of lines 5 and 8 is more than line 7, enter amoun t owed ►
10 Overpayment. If line 7 is more than the tot a l of lines 5 and 8, enter the amount overp ai d , ►
Activities
1 I 5 .
2
4 I NONE
8
4
5
NONE
1 a During the tax year, d i d the org anization attempt to influence any national, state, or local legislation or did Yes No
it participate or in terven e in any political cam p aign? , 1 a X
b Did it s pend more than $100 during the year (either directly or indirectly) for political purposes (see pag e
18 o f the instr u ct ion s f or definition)? 1 b X
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by th e organization in connection with the activities.
c Did the organization file Form 1120 -POL for th is year'? 1 c NIAd Enter t he am oun t (i f any) of tax on poli t ic a l expend itures (sect ion 4955) i mp ose d duri ng the yea r
(1) On the o rganizati on . ►$ (2) On organization manag ers . ► $
e Enter the reimbursement (if any) paid by the organization during the year for political expenditure tax imposedo n organization manage rs ji~ $
2 Has the organization en g ag e d in a ny act ivit ie s t hat have not previou sly been reported t o the I RS? 2 X
If "Yes," attach a deta iled description of the activities.
3 Has the organ izati on made any chang es , n o t previ ou sl y re p orte d to the I RS, in its governing in strument , a r ticle s
of incorporation, or bylaws, or other similar instruments If "Yes,"attach a conformed copy of the changes , 3 X
4 a Did the o rga ni zation have u nrelated bu siness gross inc ome of $1,000 or more during t he y ear? 4a X
b I f " Y es," has it filed a tax ret urn on Form 990 -T for th is year? 4b N )'A
5 Was there a liqui da tio n, ter m in at io n , d iss ol ut ion, or su bstantia l contract ion duri ng t he year? , 5 X
If "Yes, "attach the statement required by General Instruction T.6 Are t he requirements of section 508 (e) (relating t o sec tions 4941 through 4945) satisf ied either :
• By l a n guage in the governing in strument or• By st ate le g i s l ati on that effectivel y am e nds th e governi ng ins trument so t h at no ma n datory direction s
tha t c onf lict w ith the s ta t e l aw rem ain in t he governing inst rument? 6 X
7 Did t he or ga niza t io n have at least $5,000 in a sset s at any t im e during t he year? if "Yes,"complete P a rt 11, col. (c), and Part XV 7 X
8 a Ente r the states to which the foun d ation reports or with which it is registere d (see page 19 of the
instructions) jo. ALASKA _ _ _ _ _ _ _ _ _ _-----------------------------------------------------
b If t he answer is "Yes" to line 7, h a s th e organizat ion furnishe d a copy o f Form 990-P F to the Attorney
Gene r al (or desi gna te) of each state a s req uired by General Instructio n G? If "No,' attach explan a tion S b X
9 Is the organization claiming status as a private operating f oundation within the meaning of section 49420)(3)or 49420)(5) for calendar year 2003 or t he taxa ble year b eginning in 2003 (see instructions for Part XIV o npage 25)? if "Yes," complete Part X/V 9 X
10 Did any persons become substantial contributors during the tax year? /f "Yes,"attach a schedule listing their names and addresses . 10 X-
111 Did the organization comply with the public inspection requirements for its annual returns and exemption application'? . 11 X
Web site address ►-------------------------
N/A
12---------------------------------
The books are in care of ►_ SAM_ FURLiNES5- - - __ Telephone no ► 907=789_5133__________--------------------------------
Located at ~ 9301 GLACIER HWY JUNEAU ,_ ALAS KA __________ ZIP+4 99801 _____
13 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of F orm 1041 - Check here ,
and enter the amount of tax-exempt interest received or accrued du ring the year ~ I 1 3 NONE
JSA Form 9 9 0 -PF (2003)
3E1440 1 000
17 of the Instruction s
562011 1832 51662
Form 990-PF
Statements Regard Activities for Which Form 4720 Ma Be Required
Fil e F orm 4 7 20 if any i tem i s c h ecked i n th e "Yes" co l um n, unless an exce ptio n applies . Yes Nc
1 a During the year did the organization (either directly or indirectly )
( 1 ) Engage in the sale or exchange, or leasing of property with a disqualified person? ❑ Y es ❑ N o
( 2 ) Borrow money from, lend money to, or otherwise extend credit to (or accept it from )a disqualified person? . Y es X No
( 3 ) Furnish goods, services, or facilities to (or accept them from) a disqualified person? X Yes No
( 4 ) P ay compensation to, or pay or reimburse the ex p enses of, a disqualified person? Yes X No
( 5 ) T ransfer any income or assets to a dis q ualif ied person (or ma k e any of either available
f or the b enefit or use of a disqualified person)? ❑ Y es 51 N o
( 6 ) Agree to pay money or property to a government official? (Exception . Check "No"
i f the organi z ation agreed to ma k e a g rant to or t o em ploy the official for a period
after termination o f g overnment service, if t erminating within 90 days) ❑ Yes ❑X No
b If any answer is "Yes" to 1a(1)-(6), d id a ny of the acts fail to qualify und er the exceptions described in Regulation s
section 53 4941 (d)-3 or in a current notice regar d ing disaster assistance (see page 19 of the instructions)? 1 b X
Organizations relying on a current notice regarding disaster assistance check her e
c Did the organization engage in a prior year in any o f the acts described in la, other t han excepted acts ,
that were not corrected before the first day of the t ax year beginning in 2003? 1 c
2 Taxes on f ailure to distribute income (section 4942) (does not apply for years the organization was a p rivat e
operating f oundation de fined in section 49420)(3) or 49420(5) )
a At the end of tax year 2003, did the organization have any undistribute d income (lines 6d
and 6e, Part XI H) for tax year(s) beginning before 2003? ❑ Yes 51 N o
If "Yes," list t he years ► ---------- - --------- ' -----' - -------b A re t here any years listed in 2a for which the organization is not a pplying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) t o the ye a r's un d istributed income? (I f a p plying section 4942(a)(2 )
t o all y ears liste d , answe r " N o" an d attac h statem e nt - see p age 1 9 of the instructions.) . 2 b X
c If the provisions of sect ion 4942( a )(2) a re b eing applie d to any of t he ye a rs liste d in 2 a , list t he years here .
3 a D i d the orga niza ti on h ol d more th a n a 2% direct or indirect interest in any busines s
en ter p rise at a ny ti m e duri ng the year? , E] Yes a No
b I f "Y e s ," di d it h ave excess b usiness hol di ngs i n 2003 as a result of (1) any purc hase by the organizatio n
or d i sq u alified p ersons after May 26 , 1 969, (2) the l ap se o f th e 5-year pe rio d (o r long er p eri od app roved
by t he Comm i s sioner u nde r s ection 4943(c)(7)) t o d i spo s e of holdin gs ac quired by g ift or bequ est, or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determin e
if the organization had excess b usiness h oldings in 2003) 3 b N
4 a D i d the o rgan ization invest du ri ng the yea r any amoun t in a ma n n er that would jeopardize its cha ritabl e purposes 4a X
b D i d t he o rga nization ma ke a ny i n vestme nt in a prio r ye a r (b ut after Decembe r 31 , 19 69) that could jeopard ize its charitab le
purp ose t hat h ad not b een rem oved from je opa rdy before t he f irst day of the tax year beg i n ni ng in 2003? 4b X
5 a During the year d i d the organization pay or incu r an y am o unt to ,(1) Carry o n pr opaga nda , or othe rw ise attempt t o in fluence legislati on (sect ion 4945(e))? ❑ Yes a No
(2) Influence the outcome of a ny specific p u blic electio n (see secti on 4955), o r t o carry
on, d irectly or indirec tly, any voter re g ist ration d rive? Y es X No
(3) Provide a g rant to an ind ivid u al fo r travel, study, or other simila r purposes? X Yes No
(4) Provi de a gra n t to an orga n i zation other t h an a cha ritab le , etc ., organization descri b e d
i n sect io n 509(a)( 1 ), (2), or (3), or sectio n 4940(d )(2)? ❑ Yes 51 No
(5) Provi d e for any purpose other than relig ious , ch arita ble , scientific, l iterary, ored ucat io na l purposes, or for t he preve nt ion o f cruelty to children or animals? ❑ Ye s a No
b If any answer is "Yes" to 5a(1)-(5), d id any o f th e t ransact ions f ail to qualify unde r t he exceptions descri bed in
R eg u la t ions section 53 49 45 or in a curren t n o tice re g a rdin g d isaster assista nce (see page 20 of the instr u ctions)? 5b X
Organi za tions relying on a current notice regard ing disaster a ssistance check here ~ ❑
c I f the answer is "Yes" to question 5a(4), does the organization claim exemp t ion from the
tax because it maintained ex p endi t ure responsibility for the grant? ❑ Ye s ❑X No
If "Yes, " attach the statement required by Regulations section 53 4945-5(d)
6 a Did t he organization, during the year, receive any funds, d irectly or indirectly, to pa ypremiums on a personal benefit contract? 1:1 Yes ❑X N o
b Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? 6b XIf you answ e red "Yes" to 6b, also file Form 8870
5
Form 990 -PF (2003)
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9 4 -31138 18Form 990-PF (2003) Page 6
Mm Information About Offi cers, Directors, Trus tees, Foundation Manager s, Highly Paid Employees, an d C ont ra c to r s
1 Lis t all officers, d i rectors, trus tees , foundation m anagers and their compensation (see page 20 of the ins truc tions) :(b) Title, and average (c) Compensation (d) C o~t nbutw
nsto (e) Expense account,
(a) Name and address hours per week (If not paid , enter employee benettt plans other allowancesdevote d t o Po sition -04 a n d def erred co m pe nsation
--- -- ---- - -- - - - ----- - -- - -- - ----SEE STATEMENT 9
-
91 , 621 . 7 , 500 .
2 Compensation of fi ve highe s t-paid employee s (other than those i ncluded on line I - see page 20 of the instruction s) .If none , enter "NONE ."
b averse(d)
Contributions to (a) Expense account,(a) Name and address of each employee paid more than $ 50,000 (hTitl
e ours an d per week9 (c) Compensation employ ee benefit ( )devoted to position plans and deferred other allowance s
compensatio n
Total number of other employees paid over $50,000 .►3 Five h i ghest-pa i d independent cont rac tors fo r professio nal s ervices - (see page 20 of the ins tructi on s) . If non e, enter
"NONE."(a) Na m e an d add ress of each pe r so n paid more tha n $ 50,000 (b) Type of service
----------------------------------------------------
----------------------------------------------------
---------------- - - - ---------- ---- --- - -------- - ------
---------------------------------'--'---------------I
Total number of others receiving over $50,000 for professional services , ►
GMTM Summary of Direct Charitable Activities
List the f oundation's four largest direct charitable activities during the t ax year I nclu de relevant statistical information such as the number te nsesof or g aniz a tion s an d oth er beneficiaries served, conferenc es convened, resea rch papers prod uced, et c
I -NZ'-n'------------------------------------------------------------------------
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Form 990 -PF (2003)
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Form 990 -PF
ummary of rrogPage 7
see pageDescribe the tw o l arges t prog ram - r el ated investments made by the foundati o n du n ng th e tax year on li nes 1 a n d 2
7 NONE---------------------------------------------------------------------------
2---------------------------------------------------------------------------
All other program-related investments See page 21 of the instructions
3 NONE---------------------------------------------------------------------------
Total. Add lines 1 through 3Minimum Inves tment Return (All domesticsee page 21 of the instructions .)
must complete this part . Foreign foundations ,
Amount
I 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 _ . . la
b Average of monthly cash balances . . . . .lb
c Fair market value of all other assets (see page 22 of the instructions) . . . . . . . . _ 1 c
d Total (add lines 1 a, b, and c) _ Id
e Reduction claimed for blockage or other factors reported on lines 1a an d
1c (attach detailed explanation) 1 e2 Acquisition indebtedness applicable to line 1 assets 2. . . . . . . . . . . . . . . . . . . . . . . . . . . .3 Subtract line 2 from line 1d 3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4 Cash deemed held for charitable activities Enter 1 1/2 % of line 3 (for greater amount, see page 2 3
of the instructions) 45 Net value of noncharitable -use assets. Subtract line 4 from line 3 . Enter here and on Part V, line 4 56 M inimum investmen t return. Enter 5% of line 5 , 6
Distributable Amount (see page 23 of the instructions) (Section 49420(3) and 0)(5) private operatin gfoundations and certain foreign organizations check here 10. L71 and do not complete this part )
1 Minimum investment return from Part X, line 6 . . . . . . . . . . . . . . . . . Ti2a Tax on investment income for 2003 from Part VI, line 5 . . . . . . . 1 2a 5-
b Income tax for 2003 . (This does not include the tax from Part VI .) 2 bc Add lines 2a and 2b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3 Distributable amount before adjustments . Subtract line 2c from line 1 . . . . . . . . . . . . . . . .
4a Recoveries of amounts treated as qualifying distributions ~ 4a NON]b Income distributions from section 4947(a)(2) trusts . . . . . . . . . 4b
c Add lines 4a and 4b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5 Add lines 3 and 4c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6 Deduction from distributable amount (see page 23 of the instructions )
7 Dis tributable amount as adjusted Subtract line 6 from line 5 . Enter here and on Part XIII, line 1 .
Qualifying Dist r ibutions (see page 23 of the instructions)
1
a
b
2
3
a
b
4
5
6
2c
3
4c
5
6
7
Amounts paid (including administrative expenses) to accomplish charitable, etc ,purposes .Expenses, contributions, gifts, etc - total from Part I, column (d), line 26 1 a
Program-related investments - Total from Part IX-B 1 b. . . . . . . . . . . . . . . . . . . . . . . . . . . . .Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc ,purposes 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Amounts set aside for specific charitable projects that satisfy the :
Suitability test (prior IRS approval required) 3a
Cash distribution test (attach the required schedule) . . . . . . . . . . . . . . . . . . . . . . . 3 b
Qualifying distributions . Add lines 1 a through 3b Enter here and on Part V, line 8, and Part XIII, line 4 4
Organizations that qualify under section 4940(e) for the reduced rate of tax on net investmen t
income Enter 1 % of Part I, line 27b (see page 24 of the instructions) 5 NAdjusted qual ifying d is tributions . Subtract line 5 from line 4 6
Note : The amount on line 6 will be used in Part V, column (b), In subsequent years when calculating whether the foundationqualifies for the section 4940(e) reduction of tax in those years .
JSA3E1470 1 000
562011 1832 51662
NONE
48 . 903 .
NONE
2 . 982 .
NONE
2 , 982 .
NONE
2 , 982 .
231 , 908 .
NONE
NONE
NONE
NONE
231 , 908 .
A
231 . 908 .
Form 990 -PF (2003)
Form 990-PF (2003) 94-3113818 Page 8
Undistributed Income (see page 24 of the instructions )
1 Distributable amoun t for 2003 from Part XI ,
line 7 .
2 Undistributed income, if any, as of the end of 200 2
a Enter amount for 2002 only ,
b Total for prior years 200 1
3 Excess distributions carryover, i f any, to 2003 •
a From 1998 326,030
b From 1999 157,293c From 2000 239,907
d From 2001 303,023
e From 2002 275,983
f Total of lines 3a through e ,
4 Qualifyin g distributions for 2003 from Part
XII, line 4 ► $ 231,908 .
a Applied to 2002, b ut not more tha n line 2a ,
b A pplied to undistri buted incom e of p rior years(E l ection require d - see page 24 of the instructions )
c Treate d as distributions out of corpus ( E lectionre q uired - see page 2 4 of the instructions)
d Ap p lied to 2003 distributable am o unt, ,
e Rem a ining amount d ist ri b uted out of corpu s5 Excess distri b ut ion s ca rryove r app lied to 2003
(If an amount appe a rs in column (d), th es a m e amount must b e shown in column (a) .)
6 Enter the net total of each column asindicated below :
a Corpus Add lin es 3 f , 4 c, a n d 4e . Subtract l in e 5
b P rior yea rs' und i stri buted inco me Subtractli n e 4b fro m line 2 b
c En ter the amount o f prior ye a rs' undis tri butedi n come for which a n ot ice o f d efici en cy hasb een issu e d , or o n which th e section 4942(a)tax ha s b een p reviously assessed , ,
d Su btra c t line 6c fro m line 6b . Taxabl ea mount - see p ag e 24 o f the i nstruct ion s
e Undistributed income for 2002 Su btrac t li ne4a from li n e 2a Taxable am o unt - see pa g e2 4 of the instructions ,
Corpu s
1
2 . 98
f Und ist ributed i nco me for 2003 Subt ra ctlines 4d a n d 5 fro m line 1 . This am ou nt mu stb e d i stri b ute d in 200 4
7 Amou n ts treate d a s dist ri b utions out ofcorp us to sa tisfy req uire ments impose d bysection 1 70(b)(1)(E) o r4942(g)(3) (see page25 o f th e instructions) ,
8 Excess d istri b utions carryover fro m 1 9 98not app lied on line 5 or l i ne 7 (see page 25of t he instructions) . .
9 Ex c e ss d istribution s car r y ove r to 2004.
Subtract lines 7 a n d 8 from line 6a .
10 Analysis of line 9
a Excess from 1999 . 157,293
b Excess from 2000 . 239,907
c E xcess from 2001 303,023
d Excess from 2002 . 275,983
e Excess from 2003 . 228 , 926
(b) (c) (d)Years prior to 2002 2002 2003
1 .531 .162 .
Form 990-PF (2003 )
JSA3E1480 1 000
562011 1832 51662
Form 9 90- PF (2003 1 Ad-q 7
Private Operating Fou ndations (see page 25 of the instructions and Part VII-A, quest1 a If the f oundation has received a ruling or determination letter that it is a private operatin g
foundation, and the ruling is effective for 2003, enter the date of the ruling ►b Check box to in d icate whether the organization is a p rivate operating foundation desc ribed in section 49420( ;
2 a Enter the lesser of the Tax yea r P ri or 3 year s
adjusted net income from (a) 2003 (b) 2002 (c) 2001 (d) 200 0
Pa rt I or the minimu minvestment return from Pa rtX for each year listed .
b 85% of line 2 a
C Qualifying distributions from Pa rtXII, l ine 4 for each year l isted ,
d Amounts included in li ne 2c notused d irectly for active conductof exe mpt activities ,
e Qualifying distributions mad ed i rectly for active condu ct ofexempt activities Subtractline 2d from l ine 2c .
3 C omplete 3a, b , or c for th e
alternative test rel ied upon
a 'Assets' alternative test - enter
0 ) Value of a ll assets(2) Value of assets qualifying
under sect ion
49420)(3 )( 8)( i) .b "Endowment' alternative test -
Enter 2!3 of m in imu mi nvestmen t r eturn shown InPart X , l ine 6 for each yea rl isted .
C 'Support" alternative test - ente r
(1) Total supp o rt othe r thangross investment Income( inte rest, dividends, rents ,pa ym ents on se curitiesloans (section 512(a)(5)),o r royal ties) .
(2) Suppo rt from genera lpublic and 5 or moreexe mpt organizationsa s pr ovided in sectio n4942(j)l3xB) ( ~II)
(3) L argest a m oun t of supportfro m an exe m ptorg a niz a tion
Page 9
on 9) NOT APPLICABLE
~ or 49 4 20(5)
(e) Tota l
IFUMMEM Supplementary Informa tion (Complete this pa rt only if the organization had $5 ,000 or more inasse ts at any time du ring the year - see page 25 of the instructions . )
I Information Regarding Foundation Managers :
a List any m anager s o f the foundati o n w ho h ave c ontribu te d m o re than 2% of the t ota l cont ri butions received b y t he foun d at ionbefore t he close o f any tax ye a r ( b u t o n ly if they have co ntri bute d m ore t han $5,000) (See section 507( d )(2) . )
N/A
b List any manag ers o f th e foun dat io n w h o ow n 1 0% or m or e of t h e st ock o f a corp oration (or an equa lly larg e portion of th e
o w nershi p o f a p artnership or ot h er entit y) of wh ic h the foundation has a 1 0% or g reater interest .
N/A
2 Information Regard ing Contribution, Grant, Gift , Loan , Scholarship , etc ., Programs :
Check here ► 1-1 if the organization only mak e s con trib ut io ns to presel ected charitable organizations an d does not accept unsolicited requests for fun d s
If the organization makes gifts, gran ts, etc (see page 25 of the instruct ions) to Individuals or organizations under other conditions, complete items 2a, b, c, and d
a The name, address, a nd telephone number of the p erson to whom a p plications should be add ressed
SEE ATTACHED STATEMENTS 17 AND 2 9
b The form in which applica t ions should be submitted a nd infor m at io n and materials they should include .
SEE ATTACHED STATEMENTS 10 -2 9
c Any submission d eadlines
NOVEMBER 1 , JANUARY 15 , AND FEBRUARY 2 8
d Any rest ric ti o ns or l i mitat i ons on awa r d s, su c h as by g e og raphi c al areas , ch a ritab le fields, kind s of institut io ns, or other
f a ctors SEE ATTACHED STATEMENTS 10, 18 , AND 2 2
JSA
3E1490 1 000 Form 990-PF (2003)562011 1832 51662
9 4-31138 1 8Form 990-PF (2003) Page 10
Supplementa ry Information (continued)3 Grants and Contributions P a id During the Year or Approved for Future Payment
If reci pient Is an individual ,Recipient show any relationship to Foundation purpose of grant or Amountany foundat ion manager status of contributio nName and address (home or business) or substanti al contri butor recipient
a Paid during the yearSEE STATEMENTS 30 - 36 70 , 938 .
Total
b Approved for future payment
NONE
. ► 3 b
J S A3E 7491 2 000
Form 990 -PF (2003 )
562011 1832 51662
Form 990-PF (2003) 94-3113818 Page 1 1
Analysis of Income-Producing ActivitiesEnter gross amounts unless otherwise indicated Unrelated business incc
Business(b
)
I Program service revenue code 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
4 Dividends and interest from securities
5 Net rental income or (loss) from real estat e
a Debt-financed property ,
b Not debt-financed property
6 Net rental income or (loss) from personal property
7 Other investment incom e
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
b
c
d
e
12 Subtotal Add columns (b), (d), and (e )
13 Total . Add line 12, columns (b), (d), and (e) , ,
Excluded by section 512 , 51'<
(C) (d)Exclusi on
rode Amount
5-~ RelatedT exemptfunction income(See page 26 o f
269 .
16
01
01
430 .
. . . . . 13 8,584 .
Relationship of Activities to the Accomplishment of Exempt Purpose sExplain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
dine No . the accomplishment of the organization's exempt purposes (other than by providing funds for such purposes) . (SeeV page 26 of the instructions )
JSA3 E 1492 1 000
Form 990 -PF (2003 )
562011 1832 51662
Form 990-PF (2003) 9 4-3113818 Page 1 2
Information Regarding Transfers To and Transactions and Relationships With NoncharitableExempt Organizations
1 Did the organization directly or indirectly engage in any of the following with any other organization described in section
501(c) of the Code (other than section 501 (c)(3) organizations) or in section 527, relating to political organization s
a Transfers from the reporting organization to a nonchantable exempt organization of
(1)Cash .
(2) Other assets
b Other transaction s
(1) Sales of assets to a noncharttable exempt organization .
(2) Purchases of assets from a nonchantable exempt organizatio n
(3) Rental of facilities, equipment, or other asset s
(4) Reimbursement arrangements , ,
(5) Loans or loan guarantees .
(6) Performance of services or membership or fundraising solicitations ,
c Sharing of facilities, equipment, mailing lists, other assets, or paid employee s
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 organization If the organization 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
(a) Name of organizatio n
wai
(b) Type of organizati o n (c) Description of
N o
X
Und er pe n alties of perjury, I decl are t hat I have ex amined this return, including accompanying schedules and statements, and t o the best of my knowl e dge andb e lie f, it is tru e , correct, and complete Declaration of preparer (other than ta xpayer or fiduciary) is based on all informa tion of which preparer has any knowl edg e
' /°/~~''u~''r•Signature of officer or truste e
'^ Preparer's 'o ~ ~ signature
a d °/i Firm's name (orself-employed),and ZIP code
i f 'KPMG LLP (S, 701 WEST 8TH AVENUE
ANCHORAGE . AK
JSA3E1493 1 000
562011 1832
2 a Is the organization d irec tl y or i nd irectly affiliate d wi t h, o r rel ated to, on e o r more tax-exempt orga nizat ions
d escri b ed in sec tio n 50 1 (c) o f the Code (other t han sect ion 501 (c)(3)) or in section 527 ❑ Yes ❑X No
Schedule B( F orm 990 , 990 -EZ ,o r 990 - PF )
Department of the Treasury
Schedule of Contributors
Supplementary Information fo rline I of Form 990 , 990 - EZ , and 990-PF (see instructions)
OMB No 1545-0047
Name of organizatio n
HUNA HERITAGE FOUNDATION
Org anization type (check one)
Fi lers of :
Form 990 or 990-EZ
Form 990-PF
Sect ion :
X003Employer identification number
94-31138
❑ 501(c)( ) (enter number) organization
❑ 4947(a)(1) nonexempt charitable trust not treated as a private foundation
❑ 527 political organizatio n
❑X 501(c)(3) exempt private foundatio n
❑ 4947(a)(1) nonexempt charitable trust treated as a private foundation
❑ 501(c)(3) taxable private foundation
Check if your organization is covered by the Genera l Rule or a S pecial Rule. (Note : Only a section 501(c)(7), (8), or (10)organization can check box(es) for both the General Rule and a Special Rule - see instructions.)
General Rule -
0 For organizations filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money orproperty) from any one contributor. (Complete Parts I and II . )
Spec ial Rules
❑ For a section 501(c)(3) organization filing Form 990, or Form 990-EZ, that met the 33 1/3% support test of the regulationsunder sections 509(a)(1)/170(b)(1)(A)(vi) and received from any one contributor, during the year, a contribution of thegreater of $5,000 or 2% of the amount on line 1 of these forms . (Complete Parts I and II )
❑ For a section 501(c)(7), (8), or (10) organization filing Form 990, or Form 990-EZ, that received from any one contributor,during the year, aggregate contributions or bequests of more than $1,000 for use exclusively for religious, charitable,scientific, literary, or educational purposes, or the prevention of cruelty to children or animals (Complete Parts I, II, and III )
❑ For a section 501(c)(7), (8), or (10) organization filing Form 990, or Form 990-EZ, that received from any one contributor,during the year, some contributions for use exclusively for religious, charitable, etc ., purposes, but these contributions didnot aggregate to more than $1,000 (If this box is checked, enter here the total contributions that were received duringthe year for an exclusively religious, charitable, etc ., purpose Do not complete any of the Parts unless the Ge nera l Ruleapplies to this organization because it received nonexclusively religious, charitable, etc ., contributions of $5,000 or moreduring the year) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ► $
Caution : Organizations that are not covered by the General Rule and/or the Special Rules do not file Schedule B (Form 990,
990-EZ, or 990-PF), but they must check the box in the heading of their Form 990, Form 990-EZ, or on line I of their Form
990-PF, to certify that they do not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF)
For Paperwork Reduction Act Notice, see the Instructionsfor Form 990 and Form 990-Q .
J SA
3 E1 25 1 1 000
Schedu l e B (Form 990, 990-EZ, or 990- PF) (2003 )
562011 1832 51662
Sc hedule B (F orm 990, 9£
Name of organization
o raau- rr ~ ([uu s )
HUNA HERITAGE FOUNDATIONEmployer identification number
94 - 311381 8
Contributors (See Specific Instructions . )
(a) (b) M (d)
No. Name , address , and ZIP + 4 Aggregate contributions Type of contribution
1 HUNA TOTEM CORPORATION Perso n
Payroll
9301 GLACIER HIGHWAY 196 , 300 . Noncash
(Complete Part II if there is
JUNEAU , AK 99801 a noncash contribution .)
( a ) (b) M (d )No . Name , address , and ZIP + 4 Aggregate contributions Type of contributio n
3 ERWIN ENTERPRISES , LLC Person
Payroll
2335 MEADOW LANE 64 , 600 . Noncas h
(Complete Part II if there is
JUNEAU , AK 99801-9320 a noncas h contribution .)
( a ) (b ) M (d)
No . Name , address , and ZIP + 4 Aggregate contributions Type of contributio n
Person
Payr o ll
Non cash
(Complete Part 11 if there isa noncash contribution )
(a)No. Name, address, and ZIP + 4
MI
(d)ate contributions Type of contributio n
Person
Payroll
Noncash
(Complete Part II if there isa noncash contribution )
(a)No. Name , address , and ZIP + 4
Page to of Pa rt
(c) (d)
I
contributions Type of contribution
Person
Payroll
Noncash
(Complete Part II if there i sa noncash contribution )
(a)No .
(b)address , and ZIP + 4
(c) (d)contributions Type of contribution
Person
Payroll
Noncash
(Complete Part If if there i sa noncash co n tribution )
JSA
3E1253 1 00 0
562011 1832
Sch e dul e B (For m 99 0, 990-E7_ or 990-PF) (200 )
51662
Schedule B (Form 990, 990-EZ , or 990-PF) (2003)
Employer identification number
94-3113818
Noncash Prope rty (See Specific Instructions .)
(a) No .from (b)
Part I Description of noncash property given
ARTWORK
2
(a) No.
from (b)
Part I Description of noncash property given
Page to of Pa rt I I
(C) (d)FMV (or estimate )(see instructions) Date receive
d
64,600 . 12/31/2003
FMV (or estimate) (d)
(
(see i nstruc tions) Daterece i ve d
( a ) No .f r om (b)
Pa rtI Descr ipt i on of non cash property g ive n
(C) (d)FMV (or estimate )(see instructions) Date receive
d
(a) No.from (b)Part I Description of noncash prope rty given
FMV (or estimate)(d
)(
(see Instructions) Date receive d
(a) No .from (b)
Part I Description of noncash prope rty givenFMV (or estimate)
(d
)(
(see instructions) Date received
(a) No.
from (b)
Par t I Descrip tion of no ncash property given
(C) (d)FMV (or estimate )
(see instructions)D a te rece i ved
JSA3E1254 1 000
562011 1832 51662
Schedul e B ( Form 9 90, 990 -EZ , or 990- PF ) (200 3)
HUNA HERITAGE FOUNDATION 94-3113818
FORM 990PF, PART I - CONTRIBUTIONS, GIFTS AND GRANTS RECEIVED---- ----------
NAME AND ADDRE SS
---- ---------- --DATE
DIRECT
PUBLIC
SUPPORT
HUNA TOTEM CORPORATION9301 GLACIER HIGHWAY
JUNEAU, AK 99 8 0 1
OTHER CONTRIBUTIONS < $5 ,00 0 EACH
ERWIN ENTERPRISES , LLC
2335 MEADOW LANE
JUNEAU, AK 99801-9320
VARIOUS
VARIOUS
12/31/200 3
TOTAL CONTRIBUTION AMOUNTS
196,300 .
11,806 .
6 4 ,600 .
------------
272,706 .
562011 1 832 51662 STATEMENT 1
HUNA HERITAGE FOUNDATION
FORM 990PF , PART I - OTHER INCOME---------------------------------
DESCRIPTION
RAFFLE PROCEEDS
TOTALS
94-311381 8
REVENUEAND
EXPENSES
PER BOOKS
430 .--------------
430 .
STATEMENT 2
562011 1832 51662
HUNA HERITAGE FOUNDATION
FORM 990PF , PART I - TAXE S
DESCRIPTION
EXC I SE TAX BASED ON INVESTMENT
TOTALS
REVENUE
AND
EXPENSES
PER BOOKS
7 .
------------ --
7 .
94-311381 8
STATEMENT 3
562011 1832 51662
HUNA HERITAGE FOUNDATION 94-311381 8
FORM 990 PF , PART I - OTHER EXPENSES----------------------------------------------------------------------
DESCRIPTION
IMLS EXPENSE
INIANA ISLAND EXPENSES
CLAN WORKSHOP
ALASKA HUMANITIES EXPENSES
COMMITTEE FEE S
TELEPHONE
OFFICE EXPENSES
EQUI PME NT
LESS I N-KIND FEES
PUBLIC RELATIONS
CULTURAL CENTER
NAGPRA EXPENSE
OTHER EXPENSES
TOTALS
REVENUE
AND
EXPENSES
PER BOOKS
516 .
1,035 .
11,724 .
92 .
400 .
2,482 .
10,581 .
337 .
-6,614 .
3,402 .
485 .
83 .
20 .--------------
24,543 .----------------------------
CHARITABLE
PURPOSE S
516 .
1,035 .
11,724 .
92 .
400 .
2,482 .
10,581 .
337 .
-6,614 .
3,402 .
485-
83 .
20 .--------------
24,543 .----------------------------
562011 1832 51662 STATEMENT 4
HUNA HERITAGE FOUNDATION
FORM 990PF, PART I I - PREPAID EXPENSES AND DEFERRED CHARGES----------------
DE SCRIPTION
PREPAID INSURANCE
94-311381 8
ENDING
BOOK VALUE
1,271 .
-------------- -
TOTALS 1,271.------------------------------
END INGFMV
1,271 .---------------
1,271 .
562011 1832 51662 STATEMENT 5
HUNA HERITAGE FOUNDATION
FORM 990PF, PART I I - OTHER INVESTMENTS------------------------------------------------------------------------------
DE SCRIPTION
ASSETS HELD FOR SALE
TOTALS
94-311381 8
ENDING
BOOK VALUE----------
9,283----------------
9,283 .
END ING
FMV
9,283 .---------------
9,283 .------------------------------
562011 1832 51662 STATEMENT 6
Huha Heritage Foundation 94-311381 8
FORM 9 9 0 PF, PART I II - OTHER INCREASES IN NET WORTH OR FUND BALANCES----------------------------------------------------------------------------------------------------------------------------------------
DESCRIPTION
IN KIND CONTRIBUTI ONS
AMOUNT
6,614 .
TOTAL 6,614 .
S TATEMEN T 7
562011 1832 51662
Huha Heritage Foundation 94-311381 8
FORM 990 PF, PART III - OTHER DECREASES IN NET WORTH OR FUND BALANCE S
DESCRIPT ION AMOUNT
IN KIND EXPENSES 6 ,61 4 .
-- - - --- ------ -
TOTAL 6,614 .----------------------------
STATEME NT 8
562011 1832 51662
HUNA HERITAGE FOUNDATI ON 94 -3113 8 1 8
FORM 990 PF , PART VI II - L I ST OF OFFICERS , DIRECTORS , AND TRUSTEE S-------- --------
NAME AND ADDRE S S
--- -- - - - ----- ---
M . JOSEPH LEAHY
9301 GLACIER HIGHWAY
JUNEAU, AK 99 8 01
MARLENE JOHNSON
9301 GLACIER HIGHWAY
JUNEAU, AK 99801
ERNEST H ILLMAN JR
930 1 GLACIER HIGHWAY
JUNEAU, AK 9980 1
WILLIAM O . " OZZ IE " SHEAKLEY
930 1 GLACIER HIGHWAY
JUNEAU, AK 9980 1
GRACE VILLARREAL
9301 GLACIER HIGHWAY
JUNEAU, AK 99 8 0 1
PENNY CORONELL
930 1 GLACIER H IGHWAY
JUNEAU, AK 99801
RONALD WILLIAMS
930 1 GLACIER HIGHWAY
JUNEAU, AK 99 8 0 1
562011 1832
CONTRIBUTIONS EXPENSE ACCTTITLE AND TIME TO EMPLOYEE AND OTHE R
DEVOTED TO POSITION COMPENSATION BENE FI T PLANS ALLOWANCE S--- ------ ---------- ---- -------- --------- ---- -------- - -
EXECUTIVE DIRECTOR 75,496. 7,500. NONE40 HRS/WK
SECRETARY 5,37 5 . NONE NONE6 HRS /WK
CHAIRMAN 1 , 8 75 . NONE NONE6 HRS/WK
TRUSTEE 1,6 25 . NONE NONE6 HRS/WK
TRUSTEE 3,1 2 5 . NONE NONE6 HRS/WK
TRUSTEE 3 , 8 75 . NONE NONE6 HRS /WK
TRUSTEE 2 50 . NONE NONE6 HRS/WK
-------- - --- -- - - ------------ ----- -- - - -----GRAND TOTALS 91,621 . 7,500. NONE
51662 STATEMENT 9
E M ERGENCY EDUCATIO N ASSISTANCEHuna Heritage Foundation Emergency Education Assistance funds are granted tomeet students' financial needs after personal funds and other resources are exhausted .Students may receive up to a maximum of $2,000 during each calendar year .
To be eligible, you must . . .
• Be a Huna Totem Corporation Shareholder or descendant
• Have a high school diploma or GED certificate
• Be accepted by or attending an accredited college or university . Apprenticeships and on-the-job training may also be funded .
• Be enrolled in a minumum of six [6] semester hours
• Be in good academic standing
• Subm it docum ents to verify you meet the above requirements
STUDENTS MUST APPLY FOR FUNDING FROM OTHER SOURCES BEFOREAPPLY ING FOR EDUCATION ASSISTANCE FROM HUNA HERITAGE FOUNDATION
All pages of this application must be completed and submitted with the required supportingdocuments to Huna Heritage Foundation on, or before, the corresponding deadlines listedbelow. If mailed, it must be postmarked on or before the deadline Late or incompleteapplications will not be reviewed .
APPLICATION DEADLINES :
■ First/Second Qtr & Fall/Winter Semester-October 1 5■ Third/Fourth Qtr & Spring/Summer Semester -January 30
Rev. 3-0 3
9301 GLACIER HWY . JUNEAU, AK 99801 TEL: (907) 789-7514 FAX: 789-1 896e-mail : education cr,hunalierita ge•org - www.hunaheritage .org
Statement 1 0
HUNA HERiTACE FoUNDA.'TI +C)1V
HUNA HERITAGE FOUNDATION
EMERGENCY FINANCIAL ASSISTANCE APPLICATION
PRINT CLEARLY or TYPE. . .ALL PAGES MUST BE COMPLETED
NAME :LAST FIRST MIDDLE
[ Your Clan -- House - Tlingit nam e if known J
SOCIAL SECURITY NO : BIRTHDATE :
PERMANENT ADDRESS :BOX /STREET CITY STATE ZIP
SCHOOL ADDRESS:BOX/STREET CITY STATE ZIP
PHONE NO :(Sc hool) (Work) (Permanent)
HOME E-MAIL: E-MAIL WHILE IN SCHOOL :
HTC SHAREHOLDER? yes_no HTC SHAREHOLDER NUMBER (if known) :
DESCENDANT OF HTC SHAREHOLDER?des n o
DESCENDANT OF WHOM? :
TRIBAL ENROLLMENT: What tribe? Enrollment No.
NO . OF DEPENDENTS: Ages:
HIGHEST GRADE COMPLETED: WHAT YEAR? WHERE ?
NAME AND ADDRESS OF COLLEGE YOU ARE ATTEND ING OR APPLYING TO ?
COLLEGE DEGREE YOU EXPECT TO RECEIVE[majorfield of study, if determined]
START DATE: COMPLETION/GRADUAT ION DATE :
APPLICANT'S NAME: 2
Statement 11
STUDENT'S FINANCIAL NEEDS ASSESSMEN T
Are you now attending college? Yes No Year : Credits earned :
Is your school on a SEMESTER or QUARTER system? [circle one]
For what quarter or semester are you applying for funding? [circle one]
FALL WINTER SPRING SUMMER
SCHOOL EXPENSES [show costs for the full school year]:
TUITION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $
FEES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $
BOOKS & SUPPLIES . . . . . . . . . . . . . . . $
HOUSING & UTILITIES . . . . . . . . . .. $[when living on campus]
MEALS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $
TRANSPORTATION. . . . . . . . . . . . . . . . $
TUTOR. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$
OTHER [Identify]. . . . . . . . . . . . . . . . . . . . . . . .$
OTHER [Iden tilYl . . . . . . . . . . . . . . . . . . . . .$
TOTAL SCHOOL EXPENSES. . . . . . . . . . . . . . . . $
LIVING EXPENSES [show costs for the full school year]:
HOUSING . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. $[ojjcampus]
UTILITIES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $
FOOD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $
TRANSPORTATION. . . . . . . . . . . . . . . . . $
OTHER [Identify] . . . . . . . . . . . . . . . . . . . . .$
OTHER [Identify] . . . . . . . . . . . . . . . . . . . . . $
TOTAL LIVING EXPENSES . . . . . . . . . . . . . . . . . . $
TOTAL SCHOOL & LIVING EXPENSES . . . . . . . . . . . . . . . .
APPLICANT'S NAME : 3
Statement 12
STUDENT INCOME & OTHER RESOURCES AVAILABLEFOR SCHOOL AND LIVING EXPENSE S
YOUR INCOME OR FAMILY CONTRIBUTIONFROM WAGES OR G IFTS. . . . . . . . . . . . . . . . . . . . . . . . . . $
PARENTS OR GUARDIAN CONTRIBUTION . . .$
OTHER : [child support, PFD, etc.] . . . . . . . . . . . . . . . . . . . . .$
TOTAL INCOME A VAILABLE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $
SCHOLARSHIPS, GRANTS, OR LOANS :
(Attach copies of letters awarding or deny ingfunding from all o ther programs or sources)
HOONAH INDIAN ASSOC . [or other tribal entity] . . . . . . . . .$
TLINGIT & HAIDA CENTRAL COUNCIL . . . . . . . . . . . . . . .$
PELL GRANT. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$
SEALASKA HERITAGE INSTITUTE . . . . . . . . . . . . . . . . . . . . .$
GOLDBELT INCORPORATED . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$
NATIVE CORPORATION. . . . . . $
Local ANB/ANS or GRAND CAMP SCHOLARSHIP. . . .$
ALASKA STUDENT LOAN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$
OTHER. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$
TOTAL SCHOLARSHIPS, GRANTS, AND LOANS . . . . . . . . . . . . .$
TOTAL RESOURCES (add Income, scholarships, grants & loans) . . . . . . . . . . . . . . . . . . . . . . . . . . . .$
To determine your financial needs, subtra ct your To tal Resources from your School & Living Expenses
TOTAL SCHOOL AND LIVING EXPENSES. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$
{from previous page}
TOTAL INCOME AVAILABLE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$
{see total above)
AMOUNT NEEDED . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $
APPLICANT'S NAME : 4
Statement 13
ASSESSMENT BY SCHOOL'S FINANCIAL AID OFFICER
FAO: PLEASE EVALUATE THE STUDENT'S EXPENSES ANDRESOURCES SHOWN ON PAGES 2 & 3 OF THIS APPLICATIO N
Student must comp lete Pages 2 & 3 of th is app l ication and provide copies of t hem withth is page to t he schoo l 's FAO for assessment and signature . The student is responsiblefor s ubmitting th is com p leted page to HHF as part of t he comp leted app lication .
FAO NAME NAME OF COLLEGE/UNIVERSITY
ADDRESS CITY STATE ZIP
TELEPHONE NUMBER FAX NUMBER E-MAIL ADDRESS
ARE THE STUDENT'S PROJECTED EXPENSES ACCURATE/REALISTIC?Tuition Your commentsBooksHousingFees
HAS STUDENT IDENTIFIED ALL FINANCIAL RESOURCES?Grants Your comments :LoansOther
IS FINANCIAL ASSISTANCE AVAILABLE TO THIS STUDENT THROUGH YOUR FFICE?
YES NO
HAS THIS STUDENT BEEN ADVISED OF AVAILABLE FUNDING OPPORTUNITIES?
YES NO RESULTS
FAO SIGNATURE :
APPLICANT'S NAME :
DATE :
5
Statement 14
STUDENT'S FINANCIAL NEEDS ASSESSMENT NARRATIVE
Explain your financial needs in this section . Provide any informati on you fee l
necessary to he lp Huna Heritage Foundation evaluate your application .
WHAT ARE YOUR PLANS, ONCE YOU HAVE COMPLETED YOUR EDUCATION ?
I certify that, to the best of my knowledge, all information provided in this application is true .
Applicant 's Signature
APPLICANT'S NAME :
Date
6
Statement 15
STUDENT'S WAIVER FOR RELEASE OF INFORMATIO N
I, the undersigned student, hereby authorize Huna Heritage Foundation to
request and obtain information from the university, college, or vocational
school I am attending concerning my academic achievement . This may include ,
but is not limited to obtaining copies of my transcripts, talking with professors,
counselors, and administrative personnel, to provide information regarding my
educational assistance application.
Applicant's signature Date
No tice to Applicant:
The decision to award an education assistance grant rests solely with the Board ofTrustees of the Huna Heritage Foundation; the Board's decisions are final. Filing anapplication for educational assistance does not constitute a contract with Huna HeritageFoundation, Inc., nor is HHF under any contractual requirement to award educationalassistance funds to applicants.
APPLICANT'S NAME :
Statement 16
HHF APPLICATION REQUIREMENT S
Use the checklist below to make sure all required items are completed and/or attached beforedelivering the application to Huna Heritage Foundation .
1 . All sections of Huna Heritage Foundation application are complete d
2. High School transcripts or GED Certificate attached ; letters of recommendationfrom school administrators are provided.
Letter or written notification of acceptance from the college or university isattached .
4. If you are currently attending co l lege or university, a recent transcript and currentschedule of classes must be attached .
5 . Your school's Financial Aid Office must complete and sign the Financial AidOfficer Assessment (if already in college)
6. Scholarship applications filed with other agencies ; letters/notices of yourscholarship awards/denials from other agencies are attached to this application
7. Waiver/release of information statement is signed and dated .
All pages of this application must be completely filled out and delivered with therequired support documents to Huna Heritage Foundation on or before deadlines listedbelow. Applications sent in the mail must be postmarked no later than the deadline forwhich you want it considered. Late or incomplete applications will not be reviewed .
APPLICATION D EADLINES :
FIRST/SECOND QTR & FALL/WINTER SEMESTER-OCTOBER 15
TH I RD/FOURTH QTR & SPRING/SU MMER SE M ESTER -JANUA R Y 30
Mail application to:
Huna Heritage Foundation9301 Glacier HighwayJuneau, AK 9980 1
Fax application to: 907-789-1896[ if application is faxed, the original application mustalso be mailed to the Huna Heritage Foundation]
For information, call : (907) 789-7514 - long distance : 1-800-428-829 8
APPLICANT'S NAME :
Statement 17
CULTURAL EDUCATION ASSISTANCE PROGRAM
The Huna Heritage Foundation assists in preserving, advocating and learning the history and culture ofthe Huna people . Foundation Cultural Education funding is available to help pay costs for participating ininstructional activities associated with Traditional Practices or Art Forms .
Family members will not be paid for instructing or learning from others in their families except in an opengroup instructionalsituation .
To be eligible for Cultural Education Assistance, you must :
• Be a Huna Totem Shareho lde r or descendant. The term "descendant" is "a person who isdescendant from a Native, or adopted by a Native, or adopted by a descendant of a Native ." [Asdefined in the Alaska Native Claims Settlement ActAmendments of 1987 . ]
• Be accepted into a program to learn an Art F orm which is re lated to the traditional cultureof the Huna people
Application requirements :
• Complete the attached application by typing or printing neatly
• Submit at any time with a description of the training program, including costs associated with thiscourse of instruction. Brochures from the training program will meet this requirement .
Applications are reviewed and acted upon by the Huna Heritage Foundation's Board of Trustees . Awardsmay be made as follows :
• Awards may be made for course materials and for tuition costs up to $300 .• Preference will be given to applications submitted for programs that have qualified instructor
• Only two Cultural Assistance grant awards are allowed per individual in a five-year period .• Huna Heritage Foundation grants funds only to those activities directly related to the Huna
Tlingit Culture .
1-01-04
9301 GLACIER HWY . JUNEAU, AK 99801 TEL : 907-790-4937 FAX : 789-1896e-mail : education@hunaheritage .org
Statement 1 8
HCJNA HERITAGE FOUNDATION
HUNA HERITAGE FOUNDATIONCULTURAL ASSISTANCE PROGRAM
(Please PRINT neatly or TYPE this application )
NAMLAST FIRST MIDDL E
HOME ADDRESS :BOX/STREET CITY STATE
SCHOOL ADDRESS :BOX/STREET CITY STATE
PHONE#: (HM) (WK) (SCHOOL)
SOCIAL SECURITY#: BIRTHDATE:
ARE YOU A HUNA TOTEM SHAREHOLDER ?
OR A DESCENDANT? YES NO OF WHOM? :
ENROLLMENT# :
ZIP
ZIP
NAME OF PARENTS:(FATHER) (MOTHER)
HUNATOTEM SHAREHOLDER NUMBERS :(FATHER (MOTHER)
Identify the traditional art form/practice you intend to study:
Wood Carving Basket Weaving Jewelry Carving- Dancin/singing
Regalia Oral History/Legends Language Study SewingBeading_
Blanket Making Medicine Other(explain)
Where will the classes or projects take place?
When will the class/project begin?
Applicant's Name
Completion Date?
1
Statement 19
APPLICANT'S STATEMENT
HUNA HERITAGE CULTURAL ASSISTANCE PROGRA M
PERSONAL HISTORY : Information about your family and Clan .
How will this grant will help you, what are your plans to utilize the Art Form or knowledge in thefuture?
Applicant's Name 2
Statement 20
FINANCIAL ASSISTANC E
COST OF TRAINING:
TUITION FEES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $
MATERIALS(Related to training) . . . . . . . . . . . . . . . . $
OTHER (Re lated to tra ining) . . . . . . . . . . . . . . . . . . . . . . . $
Total Cost . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $
RESOURCES AVA ILABLE
PERSONAL CONTRIBUTION. . . . . . . . . . . . . . . . . . . . $
OTHER SCHOLARSHIPS . . . . . . . . . . . . . . . . . . . . . . . . .. $
Total resources Available. . . . . . . . . . $
NEEDS: (To determine need, subtract resources from cost)
TOTAL COST. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $
TOTAL RE SOURCES AVAIBLE . . . . . . . . . . . . . . . .. $
AMOUNT NEE DED . . . . . . . . . . . . . . . . . . . . . . . . $
I certify that the information I have provided is true to the best of my knowledge .
Signature of Applicant Date
Applicant's Name 3
Statement 21
VOCATIONAL EDUCATION ASSISTANC E
Huna Heritage Foundation provides supplemental financial assistance for Vocational Education andApprenticeship programs for eligible persons . To be funded, training should lead to opportunities forgainful employment .
To be eligible for Vocational Education or Apprenticeship program funding, you must :
• Be a Huna Totem Shareholder or descendant . The term "descendant" is "a person who isdescendant from a Native, or adopted by a Native, or adopted by a descendant of a Native ." [Asdefined in the Alaska Native Claims SettlementActAmendmentc of 7987. ]
• Be unemployed or unde r employed . Applicant must be in need of training in order to beemployable . Applicants who are underemployed must show how the lack of additional training wouldresult in hardship .
• Be at least 18 years of age . High school students are eligible at age 17 .
• If eligible, apply to the Bureau of Indian Affairs agency contracted to provide VocationalEducation funding assistance.
Generally, an applicant will be granted HHF Vocational Education assistance only once . To be consideredfor a second award, applicants must demonstrate they continue to be unemployed, underemployed, orunable to work in their primary occupation due to physical or other disability .
Requirements :
• Employment should be available at the completion of training .
• Vocational Education courses must be approved by a National Accreditation Association or by theAlaska Department of Education's Division of Vocational Educatio n
• The training course must be full-time. [Full-time training consists of 30 hours of .ctudy per week and includesshop practices as an integral component.]
• Apprenticeship programs must be approved by the U .S . Bureau of Apprenticeship Training .
Applications for Vocational Education Assistance are reviewed by the Selection Committee ; awards aremade by the Huna Heritage Foundation Board of Trustees .
1-01-05
9301 GLACIER HWY . JUNEAU, AK 99801 TEL : 907-790-4937 FAX : 789-1 896e-mail : education@hunaheritage .org
Statement 22
HXJNA HERITAGE FOUNDATION
HUNA HERITAGE FOUNDATION EDUCATION ASSISTANCE PROGRAMAPPLICATION FOR VOCATIONAL EDUCATION ASSISTANCE
(Please PRINT neatly or TYPE)
NAME :LAST FIRST MIDDL E
HOME ADDRESS :BOX/STREET CITY STATE ZIP
SCHOOL ADDRESS :BOX/STREET CITY STATE ZIP
PHONE#: (HM) (WK) (SCHOOL)
SOCIAL SECURITY# :
ARE YOU A HUNA TOTEM SHAREHOLDER?
OR A DESCENDANT? YES NO OF WHOM? :
ENROLLMENT# :
NAME OF PARENTS:(FATHER) (MOTHER)
HUNATOTEM SHAREHOLD ER NUMBERS: (FATHER ) (MOTHER)
ARE YOU ? SINGLE
NAME OF SPOUSE : NO. OF DEPENDANTS
HIGHEST GRADE COMPLETED: YEAR: WHAT SCHOOL:
NAME AND ADDRESS OF COLLEGE YOU ARE APPLYING TO OR ATTENDING :
Phone :
NAME OF VOCATIONAL COURSE
START DATE: COMPLETION OR GRADUATION DATE :
APPLICANT'S NAME :
MARRIED DIVORCED SEPARATED WIDOWED
BIRTHRATE :
1
Statement 23
FINANCIAL NEEDS ASSESSMENT
ARE YOU PRESENTLY ATTENDING CLASSES IN A VOCATIONAL TRAINING PROGRAM?
YES NO HOW MANY MONTHS IN TRAINING?
SCHOOL EXPENSES : (FOR ENTIRE SCHOOL YEAR)
TUITION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $
FEES. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $
BOOKS & SUPPLIES . . . . . . . . . . . . . .. $
TOOLS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $
TUTOR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $
OTHER (IDENTIFY) . . . . . . . . . . . . . . . . . . . . .$
OTHER (IDENTIFY) . . . . . . . . . . . . . . . . . . . . . $
TOTAL SCHOOL EXPENSES . . . . . . . . . . . . . . . . .$.LIVING EXPENSES :
HOUSING . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $
UTILITIES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $
FOOD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $
TRANSPORTATION . . . . . . . . . . . . . . . . . $
OTHER (IDENTIFY) . . . . . . . . . . . . . . . . . . . . .$
OTHER (IDENTIFY) . . . . . . . . . . . . . . . . . . . . .$
TOTAL LIVING EXPENSES . . . . . . . . . . . . . . . . . . . .$
TOTAL SCHOOL & LIVING EXPENSES . . .$
APPLICANT'S NAME : 2
Statement 24
RESOURCES AVAILABLE FOR SCHOOL AND LIV ING EXPENSES :
YOUR CONTRIBUTION. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$
IF MARRIED, YOUR SPOUSES CONTRIBUTION. . . . . . . . . . . . . . . . . . . . . .$
PARENTS OR GUARDIAN CO NTRIBUTION . . . . . . . . . . . . . . . . . . . . . . . . . . . .$
OTHER (i .e ., CHILD SUPPORT) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $
TOTAL INCOME AVAILABLE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $
RESOURCES FROM SCHOLARSHIPS; GRANTS; OR LOANS :(Please attach copies of award and/or denial letters form other funders such as the following)
BIA AVT GRANT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $
PELL GRANT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $
SEALASKA HERITAGE FOUNDATION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $
GOLDBELT INCORPORATED . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. $
OTHER NATIVE CORPORATION . . . . . . . . . . . . . . . . . . . . . $
ANB/ANS GRAND CAMP SCHOLARSHIP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $
ALASKA STUDENT LOAN. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. $
OTHER. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $
TOTAL FUNDS FROM SCHOLARSHIPS;GRANTS ; AND LOANS. . . . . . . . . . . . . . . . $
TOTAL RESOURCES (ADD INCOME & SCHOLARSHIP TOTALS) . . . . . . . . . . . . . . . . . . . . $
TO DETERMINE YOUR NEEDS, SUBTRACT YOUR INCOME RESOURCES FROM THESCHOOL AND LIVING EXPENSES :
TOTAL SCHOOL AND LIVING EXPENSES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $
TOTAL RESOURCES AVAILABLE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $
TOTAL NEEDED . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $
APPLICANT'S NAME: 3
Statement 25
ASSESMENT BY FINANCIAL AID OFFICER
NAME AND ADDRESS OF FINANCIAL AID OFFICER :
(PRINTED NAME OF FINANCIAL AID OFFICER)
(ADDRESS )
(TELEPHONE # )
(NAME OF COLLEGE OR UNIVERSITY )
STUDENTS NAME :
(FAX #)
PLEASE GIVE US YOUR ASSESMENT OF THE STUDENT'S ANSWERS ON EXPENSES AND RESOURCES .
EXPENSES :
RESOURCES :
IS FINANCIAL ASSISTANCE AVAILABLE THROUGH YOUR OFFICE ?
HAS THE APPLICANT BEEN ADVISED OF THIS OPPORTUNITY?
ANY OTHER COMMENTS :
FINANCIAL AID OFFICER'S SIGNATURE: DATE:
APPLICANT'S NAME :
(CITY) (STATE) (ZIP)
4
Statement 26
FINANC IAL NEEDS ASSESMENT NA RRATIVE
PLEASE EX PLA IN YOUR EMERGENCY NEED IN THIS SECTION. Provide any information that you feel is
necessary for Huna Heritage Foundation to make a decision on your application .
WHAT ARE YOUR FUTURE PLANS, ONCE YOU HAVE COMPLETED YOUR VOCATIONALTRAINING?
I certify that the information I have provided is true to the best of my knowledge .
SIGNATURE OF APPLICAN T
APPLICANT'S NAME :
DATE
5
Statement 27
WAIVER/RELEASE OF INFORMATION
I hereby authorize Huna Heritage Foundation, Inc. to request and to obtaininformation from the University, college, or Vocational school that I am attendingconcerning my academic achievement, including but not limited to obtaining, copiesof my transcripts, talking to my Professors, Counselors, and AdministrativePersonnel: to provide information concerning my educational assistance grantaward and payment thereof and to generally provide information on my behalf as itpertains to my educational and application information .
SIGNATU RE OF APPLICANT
APPLICANT'S NAME :
DATE
6
Statement 28
APPLICATION REQUIREMENTS : Your application must be complete. An incomplete applicationwill usually delay the review and approval process. Make sure that all of the following items are done.
(Check each item as you complete them)
Completed HUNA HERITAGE FOUNDATION Application.
2. High School transcripts or GED Certificate, along with recommendation from aschool Administrator.
3. Letter or written notification of acceptance from the college or university .
4. If you are in college or university, your previous transcripts must be attached .
5 . Assessment by Financial Aid Officer (if already in college)
6. Award or denial notices from other sources applied to .
7. Signed waiver/release of information authorizing Huns Heritage Foundation, Inc .to discuss your application for educational assistance with the university, college or
vocational school to be attended, to obtain transcript information and to discusspersonal information pertaining to the applicant with the program counselors . Therelease shall remain effective during the term of the school year for which the grant
is provided.
Mail your completed application to :
Education Assistance ProgramHuna Heritage Foundation
9301 Glacier HighwayJuneau, AK 9980 1
For information, call (907) 789-7514or 1-800-428-8298
The filing of an application for educational assistance does not constitute a contract with Huna HeritageFoundation, Inc ., nor is the Foundation under any contractual requirement to award a grant to theapplicant . The decision to award an educational assistance grant rests solely with the Trustees of theFoundation, whose decision shall be final .
APPLICATION MUST BE RETLJRNED ONO LATER THAN THE DEADLINES
Fall Quarter or first Semester November 1Winter Quarter / Second Semester January 15Spring Quarter February 28,
APPLICANT'S NAME : 7
Statement 29
Huna Heritage Foundatio n
Name/Address
Bennett, Elizabeth T .Union, Missouri
Brown, Sr. Gregory O .Juneau, Alaska
Castaneda, Melisa M .Juneau, Alaska
Cook, Mary AliceFairbanks, Alaska
Culp, Renee I .Fairbanks, Alaska
Dybdahl, BradfordAshland, Oregon
Dybdahl, TravisAshland, Oregon
Glover, Geoffrey CLa Granda, Oregon
Hall, William L .Seattle, Washington
Hinchman, BerniceEugene, Oregon
Hinchman, JohanJuneau, Alaska
Hoidal, ChadPullman, Washington
Hudson, Lily LJuneau, Alaska
Hughes, ThomasJuneau, Alaska
Johnson, James MJuneau, Alaska
Karlson, DarrelleneJuneau, Alaska
Kendall, KarleAnchorage, Alaska
Knudson, StephanieShoreline, Washington
2003 List of Education Assistance Grantees
Relationship t ofoundation manager o rsubstantial contributor School SH/Descendant
N/A University of Missouri Descendant
N/A Univ. of AK - Southeast Shareholder
N/A Univ. of AK - Southeast Descendant
N/A Univ. of AK - Fairbanks Shareholder
N/A Univ. of AK - Fairbanks Descendant
N/A Southern Oregon University Descendant
N/A Southern Oregon University Descendant
N/A Eastern Oregon University Descendant
N/A Seattle Central College Shareholder
N/A University of Oregon Shareholder
N/A Univ. of AK - Southeast Descendant
N/A Washington State University Descendant
N/A Univ. of AK - Southeast Descendant
N/A Univ . of AK - Southeast Descendant
N/A Univ. of AK - Southeast Shareholder
N/A Univ. of AK - Southeast Descendant
N/A Univ. of AK - Anchorage Shareholder
N/A Nursing Assist . Training Institute Descendant
94-311381 8
Amount
$ 1,000.00
1,000 .00
1,000 .00
1,000 .00
2,000 .00
2,000 .00
2,000 .00
2,000.00
1,000 .00
1,000 .00
2,000 .00
1,000 .00
1,000 .00
1,000 .00
1,500 .00
/ 1,000 .00
2,000 00
1,0000 0
STATEMENT 30
Huna Heritage Foundatio n
Name/Address
Lamebull, Joseph P .Anchorage, Alaska
Lee, Adam JJuneau, Alaska
Lindoff, Anthony WForest Grove , Oregon
Ma rtin, Michelle D .Juneau, Alaska
Mayeda, ElizabethLapeer, Michigan
Mazon, SkylerJuneau, Alaska
McKibbin, Alice D .Bellingham, Washington
Nichols, Alice E .Fairbanks, Alaska
Orazio, KarenJuneau, Alaska
Parks, Sharon A .Sierra Vista, A rizona
Phelps, Kaili E .Ashland, Oregon
Refue rzo, RalpheniaSanta Barbara, California
Rowley, Pau lPo rtland, Oregon
Sarabia, Melissa MSeattle, Wash ington
Sharclane, Robe rt EJuneau, Alaska
Sheakley, Julia IState College, Pennsylvania
Starbard, Amber D .Anchorage, Alask a
Warden , FrancesSitka, Alaska
2003 List of Education Assistance Grantees
Relationship tofoundation manager orsubstantial contri buto r Schoo l
N/A Univ. of AK - Anchorage
N/A Univ of AK -Southeast
N/A Pacific University
N/A Univ of AK -Southeast
N/A Davenport University
N/A Univ. of AK - Southeast
N/A Northwest Indian College
N/A Univ. of AK - Fairbanks
N/A Univ. of AK - Southeast
N/A Univ. of Phoenix - So. Arizona
N/A Southern Oregon University
N/A Santa Barbara City College
N/A Portland Community College
N/A University of Washington
N/A Univ. of AK - Southeast
N/A Pennsylvania Stat e
N/A Univ of AK -Anchorage
N/A Univ. of AK - Sitka
SH/Descendant
Shareholder
Shareholder
Descendant
Descendant
Shareholder
Descendant
Descendant
Descendant
Shareholder
Shareholder
Descendant
Descendant
Descendant
Shareholder
Descendant
Shareholder
Shareholder
Shareholder
94-311381 8
Amount
1,00000
1,000 .00
1,000 .00
2,000 .00
3,000 .00
1,000 .00
1,000 .00
1,000 .00
1,500 .00
1,000 .00
1,000 .00
1,000 .00
1,000 .00
2,000 .00
1,00000
2,000 .00
1,00000
1,500 .00
STATEMENT 31
Huna Heritage Foundatio n
Name/Address
Wolfe, Richard J . and NorthArkansas College
2003 List of Education Assistance Grantees
Relationship tofoundation manager orsubstantial contributo r Schoo l
N/A Harrison, Arizona
94-3113818
SH/Descendan t Amount
Shareholder 2,000.0 0
Total Ed Grants/Educational Assistance$ 50,500 .00
STATEMENT 32
Huna Heritage Foundation
2003 List of Cultural Training Grantee s
Name
Phillips, MelindaJuneau, Alaska
See, DarleneJuneau, Alaska
Warford, HarlenaJuneau, Alaska
94 - 3 11 38 18
Relationship to foundat ionmanager or substantia l
contributor School/Purpose SH/Descendan t Amount
N/A Univ. of AK - Southeast Shareholder 500 00
N/A Sealaska Heritage Institute Instructor Fee for Chilkat Weaving Class Shareholder 250 .00
N/A Sealaska H eritage Institute Instructor Fee for Chilkat Weaving Class Shareholder 250 0 0
Total Cultural Training $ 1 ,000 0 0
STATEMENT 33
Huna Heritage Foundation 94-3113818
2003 List of Vocational Assistance Grantees
Relationship tofoundation manager o r
Name substantial contributor Address Descendant AmountCarteeti, George C . N/A Devoe College of Beauty Shareholder $ 1,000 .00Sierra Vista, Arizon a
Dalton, Roderick N/A Voc. Tech. Resource Ctr . Shareholder 250.00Juneau, Alaska
Marvin, Kathy L N/A Voc. Tech. Resource Ctr . Shareholder 250 .00Juneau, Alaska
Marvin, Patrick L N/A Voc. Tech. Resource Ctr. Shareholder 250.00Juneau, Alask a
Mooney, Gilbert D . N/A Renton Technical College Descendant 1,000 .00Renton, Washington
Moore, Kerin M N/A Adult Vocational Institute Shareholder 1,000 .00Juneau, Alask a
Phillips, Melinda N/A Univ. of AK - Southeast Shareholder 500 .00Juneau, Alaska
Soriano, Andrew E. N/A Art Institute of Seattle Descendant 1,000 .00Seattle, Washington
Total Vocational Assistance $ 5,250 .00
STATEMENT 34
Huna Heritage Foundation 94-31183818
2003 List of Charitable Contributions
Relationship to foundationmanager or substantia l
Name contributor puraose Amount
Alaska Business Development Center N/A Tax assistance in Hoorah contribution $ 1,0003335 Arctic Blvd #20 3Anchorage AK 99503
Alaska Peace Officers N/A 1/4 page ad concert program 295P O Box 10245 4Anchorage AK 9951 0
ANB Camp #12 N/A 2003 Gold Medal Contribution 1,500P .O Box 352Hoorah AK 99829-0352
ANB Camp #12 N/A Fourth of July Activities 500P 0 Box 352Hoorah AK 99829-0352
ANB Camp #12 N/A Hoorah Community Tree Event 500P 0 Box 352Hoorah AK 99829-0352
Bromley Child Care Center N/A Contribution for Outdoor Playset 800P O. Box 15 1Hoorah AK 9982 9
Central Council Tlingit/Haida N/A 2003 Salmon Derby Contribution 2003239 Hospital Driv eJuneau AK 9980 1
Chief Petty Officers N/A Juneau Senior Citizens Dinner 100P .O . Box 2114 4Juneau AK 99802-114 4
First Alaskans Institute N/A Alaska Native Oratory Program 250606 E Street, #20 0Anchorage AK 9950 1
Grant, Kenneth N/A Youth Leadership grant 600PO Box 40 3Hoorah AK 99829-0403
Hoorah City Schools N/A Sports travel 500P O. Box 157Hoorah AK 99829-0157
Hoorah City Schools N/A Youth Leadership for Ak Bilingual Multicultural Equity Conference 3,500P .O Box 157Hoorah AK 99829-0157
Hoorah Totem Old Timers N/A 2003 Gold Medal Contribution 1,5005984 North Stree tJuneau AK 99801-971 1
HRS USA (Costco) N/A Youth Leadership supplies 669C/O Retail Services PO Box 521 9Carol Stream IL 60197-521 9
Johnson, Marlene N/A Youth Leadership 829505 Antler Wa yJuneau AK 99801-935 1
Juneau Douglas High School N/A Safe Graduation Party 10 0
STATEMENT 35
N ame
10014 Crazy Horse DriveJuneau AK 99801
Juneau School District1001 4 Cra zy Horse DriveJuneau AK 9980 1
Leahy, M JosephPO Box 21101 6Auke Bay AK 9982 1 -1 0 1 6
Office Plu s8757 Glacier Hwy, Ste 101Juneau A K 99801
Salvation ArmyP O Box 201 1 0Juneau A K 99802-0110
SE ARH C3245 Hospital DriveJuneau AK 99801
Tlingit-H aida320 Willoughby Avenue #00Juneau A K 99 80 1
Th ree Wolves De nPO B ox 3 90Hoo n a h AK 99829-0 3 90
W illia m & Mary Youth Cente rH oonah AK 9982 9
White, LilyPO Box 36 1Hoonah AK 99829-0361
Wh ite , Sr . Jaco bPO Box 36 1Hoona h AK 99829-0361
Relationship to foundationmanager or substantia l
cont ributor purpose Amount
N/A Early Scholars Contribution 50
N/A Youth Leadership reimburseable costs, 9119-20/03 159
N/A Youth Leadership supplies 64
N/A Annual Fund Drive 50
N/A Contribution for Kooteyah Project 100
N/A Tlingit-Haida Youth Leadership Pagaent 250
N/A Youth Leadership stay in Hoonh 68
N/A William & Mary Youth Center Junior High Sports Travel 500
N/A Youth Leadership 600
N/A Youth Leadership 250
Total Charitable Contributions$ 14,188
STATEMENT 36
.•
Form 8868 Appl ication for Extension of Time To File an(December 2000) Exempt Organ ization Return OM B No 1545-1709Department of the TreasuryInte rn al Revenue Service ► File a se parate application for each return
• If you are filing for an Automatic 3 -Month Extension , complete only Pa rt I and check this box , ► g
• I f you are filing for an Additional (not automatic) 3 - Month Extension , complete only Part II (on p age 2 o f this form )
Note : Do not complete Part 11 unless you have already been granted an automatic 3-month extension on a previously friedForm 8868 .
Automatic 3 -Month Exten s ion of Time - Only submit original (no copies needed)Note : Form 990- T corporations requesting an automatic 6-month extension - check this box and complete Part 1 only . . . . . . . ►All other corporations (including Form 990-C filers) must use Form 7004 to request an extension of time to file income taxreturns Pa rtnerships, REMICs and trusts must use Form 8736 to request an extension of time to file Form 1065, 1066, or 1041 .Type or Name of Exem pt Organization Employe r i dentificati on numbe r
print HUNA HERITAGE FOUNDATION 94-311381 8
File by t he d u edate for filingyour return S eeinstructions
If this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less anynonrefundable credits . See instructions . . . . . . . . . . . . . . . . . . . . . . . .If this application is for Form 990-PF or 990-T, enter any refundable credits and estimated tax paymentsmade . Include any prior year overpayment allowed as a creditBalance Due . Subtract line 3b from line 3a Include your payment with this form, or, if required', depositwith FTD coupon or, if required, by using EFTPS (Electronic Federal Tax Payment System) Seeinstructions
C h eck ty p e of return to be filed (file a se crate application for each return) 'F orm 990 Form 990-T (corporation) Form 4720
F or m 990-BL Form 990-T (sec. 401 (a) or 408 (a) trust) Form 5227
Form 990-EZ Form 990-T (trust other than above) Form 6069
X Form 990-PF F orm 104 1 -A Form 8870
If the organization does not have an office or place of business in the United States, check this box . . . . . . . . ►If this is for a Group Return, enter the organization's four digit Group Exemption Number (GEN) If this is
for the whole group, check this box ► F-] If it is for part of the group, check this box ► L-J and attach a list with thenames and EINs of all members the extension will coverI I request an automatic 3-month (6-month, for 990 -T corpo ra tion) extension of time until 0 8 /16 . 200 4
to file the exempt organization return for the organization named above . The extension is for the organization's return for .
11110.
N
calendar year 2003 o r
~ tax year beginning , and ending
2 If this tax year is for less than 12 months, check reason : E Initial return ❑ Final return E Change in accounting perio d
3a
b
c
$ 5 .
$ NONE
5 .
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
S ignature and VerificationUnder p enalties of p erjury, I declare that I have examined this for m , including accompanying sch edules and stat ements, an d to the best of m y kn ow led ge and b eliefit is t rue, correc t , and co mplete, and that I am authorized to pre pa re t h is for m
Signature ►For Pauerw
JSA3F 80 5 4 1 000
Numb er, street, and roo m or suite no I f a P 0 box, see instructions .
City, town o r p ost o ffice, st a te, and ZI P code For a foreign address, see instruc tions
u ct ion Ac t Notice, se e
562011 1832
Tit le ► C . P . D ate ► ` 7
V03-5 . 2 51662
Form 8868 (12-2000)
orm 1868(12-2000) Page 2
If you are filing for an Add itional (not automatic) 3 -Mont h E x tension , complete o n l y Part II and check this box , , ► X
N Fke : Only comp lefe Fart 11 if you have already been granted an automatic 3-mon th extension o n a previouslyfiled Form 8868.
• If you are filing for an Autom a tic 3-Month Extension , complete only Part I (on page• Additional (not automatic) 3-Month Extension of Time - Must
Type orNa m e o f Exem pt O rga nizati on
print --- HLTSIL HERITAGE FOUNDATION
File by the N umb er, stree t , a n d room or su ite no . I f a P O . box, see ins tructions .extendeddu e d ate for 9301 GLACIER HI GHWAYfiling the Ci ty, t o w n o r p os t office , state , a nd Z IP co d e . F or a foreign addr ess , s ee instructions .return Seeinstructions JUNIKp,U _ AN 998 0 1
separate application for each return) :
inai ana one copy .Employer ident ification numbe r
For IRS use only
Form 52270 Form 887 0
• If the organization does not have an office or place of business in the United States, check this box, . . ►• If this is for a Group Return, enter the or anization's four digit Group Exemption Number (GEN) If this i sfor the whole group, check this box ► . If it is for part of the group, check this box ► Li and attach a list with thenames and EINs of all members the extension is fo r4 I request an additional 3-month extension of time until IL Irj 25 For calendar year 2003 , or other tax year beginning and endin g6 If this tax year is for less than 12 months, check reason : U Initial return Final return U Change in accounting period
7 State in detail why you need the extension INFORMATION NECESSARY TO PREPARE A COMPLETE A
ACCURATE RETURN IS NOT YET AVAILABLE .
8a If this application is for Form 990-BL, 990-FP, 990-T, 4720, -or 6069, enter the tentative tax, less anynonrefundable credits See instructions $
b If this application is for Form 990-PF, 990-T, 4720, or 6069, enter any refundable credits and estimatedtax payments made. Include any prior year overpayment allowed as a credit and any amount pai dpreviously with Form 8868 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S {S7
c Ba lance Due. Subtract line 8b from line Sa. Include your payment with this form, or, if required, depositwith FTD coupon or, if required, by using EFTPS (Electronic Federal Tax Payment System) See
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .instructions $ I~ .1 c~ N ~Signature and Verificatio n
Unde r pen a lt ies o f perjury, I d e clare th at I have exami ned this form , includin g a cc ompanying sched ul es and sta tements, an d to the best o f m y kno w led ge and belief,it is true, correct, and comple t e , and that I am authorized to prepar e t h is fo r m
T i t le ,~ I d I O '1
1 U Notice td-A#licant - To Be Completed by the IRSWe have ap prove d this applicat ion . P l ea s e a tta ch th i s f orm to the organization's re turn
We have not approved t h i s appl ic ation H o wever , we h a v e g ra n t e d a 10- day g ra ce period f rom the l at e r o f the date sh own b e low or the due
date o f th e or g anization' s retur n (i nclud in g any prior ext ension s ) Thi s grace p eriod is considered to b e a valid e x t en s ion of time for elections
otherwise req uired to be m ade on a t ime ly ret urn P leas e attac h this form t o the organization's re turn
We have not a pproved thi s app lic ati on . Aft er co nsi d ering th e reasons stat ed in i tem 7, we c annot gran t you r req uest for a n extension of time
to f ile We are not g ra n t i ng a 10-day grace period .8 W e cann o t c on si der this app licat ion becau s e i t was filed a fter the du e da te o f the return for whic h an extension was requested .
Other
BY - -Director Date
Alternate Ma iling Address - Enter the address if you want the copy of this application for an additional 3-month extension
returned to an address different than the one entered above , tA NAL ktVLIVUtsthy _I Name RECEIVE D
Type orprint
Number and street (include suite , room , or apt. no . ) Or a P . O. box number
City or town , province or state, and count ry (including postal or ZIP code)Phoen ix , Arizon a
562011 1832 V03-5 . 2 516 6 2lew
EXTENSION APPROVED
AUG 2 4X904
~ ,LJ uirttt, I UknnnuiCCi AX, oonnrn .. .. . .. .. .,nrx r
STOP : Do no t complete Pa r t II If you we re no t a l read y granted an a u toma tic 3 -mo n th extension on a previously filed Form 8 86 8 .