DILLINGHAM, AK
Harvey Samuelsen Scholarship Trust
Quick Facts
- EIN
- 300065137
- Location
- DILLINGHAM, AK
- Category
- Education
- Total Assets
- $16.9M
- Annual Income
- $3.9M
- IRS Ruling Year
- 2002
- Organization Type
- Corporation
- Principal Officer
- % Staci S Fieser Cfo
- Tax Deductibility
- Contributions are deductible
About This Foundation
Harvey Samuelsen Scholarship Trust is a private corporation based in DILLINGHAM, AK. The foundation received its IRS ruling in 2002. The principal officer is % Staci S Fieser Cfo. It holds total assets of $16.9M. Annual income is reported at $3.9M. The foundation operates in the area of education. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$895K
2023+8%
Total Assets
$16.9M
2023+12%
Fair Market Value
$16.9M
2023
Net Worth
$16.1M
2023
Grants Paid
$690K
2023
Contributions
$550K
2023
Net Investment Income
$539K
2023
Distribution Amount
$790K
2023
Total Giving by Year
$551K
11$565K
12$623K
13$668K
14$616K
15$671K
19$750K
20$959K
21$828K
22$895K
23Asset Growth
$8.7M
11$9.7M
12$11.3M
13$11.2M
14$10.8M
15$14.1M
19$16M
20$17.9M
21$15.1M
22$16.9M
23Investment Portfolio (2023)
Total: $15.9M
Corporate Stock: $11.7M
Corporate Bonds: $3.5M
Government Obligations: $763K
Corporate Stock (73%)
Corporate Bonds (22%)
Government Obligations (5%)
Expense Breakdown (2023)
Grants Paid$690K
Travel & Conferences$12K
Accounting Fees$12K
Officer Compensation$11K
Pension & Benefits$239
Legal Fees$115
Revenue Sources (2023)
- Contributions
- $550K
- Dividends
- $409K
- Capital Gains (Net)
- $181K
- Other Income
- $2K
Financial Details (2023)
- Total Revenue
- $1.1M
- Total Expenses
- $895K
- Exempt Purpose Expenses
- $871K
- Required Distribution
- $790K
- Undistributed Income
- $0
- Total Liabilities
- $790K
- Excise Tax
- $7K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
Grantmaking Insights
Total Grants
50
Total Giving
$586K
Average Grant
$12K
Median Grant
$11K
Grant Range
Min$11K
Max$16K
Median: $11K
Smallest grantLargest grant
Geographic Distribution of Grants
AK
AK: $586K (50)
ME
VT
NH
WA
ID
MT
ND
MN
WI
MI
NY
MA
CT
RI
OR
NV
WY
SD
IA
IL
IN
OH
PA
NJ
CA
UT
CO
NE
MO
KY
WV
VA
MD
DE
DC
AZ
NM
KS
AR
TN
NC
SC
OK
LA
MS
AL
GA
FL
HI
TX
AK$586K (50)
Past Grantees
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Michael EtuckmelraEDUCATIONAL SCHOLARSHIP | Pilot Point, AK | $16K | 2023 |
| Rachel BobbittEDUCATIONAL SCHOLARSHIP | Dillingham, AK | $16K | 2023 |
| Annette CarusoEDUCATIONAL SCHOLARSHIP | King Salmon, AK | $16K | 2023 |
| Jenice CoxEDUCATIONAL SCHOLARSHIP | Dillingham, AK | $16K | 2023 |
| Charlene LopezEDUCATIONAL SCHOLARSHIP | Dillingham, AK | $16K | 2023 |
| Kaylee LopezEDUCATIONAL SCHOLARSHIP | Dillingham, AK | $16K | 2023 |
| Colten HinkEDUCATIONAL SCHOLARSHIP | Dillingham, AK | $16K | 2023 |
| Tasha GililaEDUCATIONAL SCHOLARSHIP | Aleknagik, AK | $14K | 2023 |
| Vivian ShadeEDUCATIONAL SCHOLARSHIP | Dillingham, AK | $11K | 2023 |
| Hilde BallEDUCATIONAL SCHOLARSHIP | Dillingham, AK | $11K | 2023 |
| Kristian Nudlash-BargerEDUCATIONAL SCHOLARSHIP | Dillingham, AK | $11K | 2023 |
| Lydia BindonEDUCATIONAL SCHOLARSHIP | Naknek, AK | $11K | 2023 |
| Brennon PetersEDUCATIONAL SCHOLARSHIP | Naknek, AK | $11K | 2023 |
| Torin SchroederEDUCATIONAL SCHOLARSHIP | Dillingham, AK | $11K | 2023 |
| Katie ShearsEDUCATIONAL SCHOLARSHIP | Dillingham, AK | $11K | 2023 |
| Mikayla BindonEDUCATIONAL SCHOLARSHIP | Naknek, AK | $11K | 2023 |
| Courtenay HoibyEDUCATIONAL SCHOLARSHIP | Naknek, AK | $11K | 2023 |
| Joseph BaileyEDUCATIONAL SCHOLARSHIP | Dillingham, AK | $11K | 2023 |
| Sawyer SandsEDUCATIONAL SCHOLARSHIP | Dillingham, AK | $11K | 2023 |
| Ryan BerkoskiEDUCATIONAL SCHOLARSHIP | Dillingham, AK | $11K | 2023 |
| Madison DesotoEDUCATIONAL SCHOLARSHIP | Naknek, AK | $11K | 2023 |
| Cadence DrayEDUCATIONAL SCHOLARSHIP | Dillingham, AK | $11K | 2023 |
| Trinity EagerEDUCATIONAL SCHOLARSHIP | Dillingham, AK | $11K | 2023 |
| Nathaniel BindonEDUCATIONAL SCHOLARSHIP | Naknek, AK | $11K | 2023 |
| Austin FinkenbinderEDUCATIONAL SCHOLARSHIP | Dillingham, AK | $11K | 2023 |
| Katrena FinkenbinderEDUCATIONAL SCHOLARSHIP | Dillingham, AK | $11K | 2023 |
| Molly BerkoskiEDUCATIONAL SCHOLARSHIP | Dillingham, AK | $11K | 2023 |
| Jaden FrostEDUCATIONAL SCHOLARSHIP | Togiak, AK | $11K | 2023 |
| Maeri BradfordEDUCATIONAL SCHOLARSHIP | Togiak, AK | $11K | 2023 |
| Eric HillEDUCATIONAL SCHOLARSHIP | Naknek, AK | $11K | 2023 |
| Karyn AndrewsEDUCATIONAL SCHOLARSHIP | Aleknagik, AK | $11K | 2023 |
| Kaylee HillEDUCATIONAL SCHOLARSHIP | Naknek, AK | $11K | 2023 |
| Kaleb HillEDUCATIONAL SCHOLARSHIP | Naknek, AK | $11K | 2023 |
| David BurkhardtEDUCATIONAL SCHOLARSHIP | Dillingham, AK | $11K | 2023 |
| Naiya BurgraffEDUCATIONAL SCHOLARSHIP | King Salmon, AK | $11K | 2023 |
| Gabriella HillEDUCATIONAL SCHOLARSHIP | Naknek, AK | $11K | 2023 |
| Lucy GoodeEDUCATIONAL SCHOLARSHIP | King Salmon, AK | $11K | 2023 |
| Ellie HinkEDUCATIONAL SCHOLARSHIP | Dillingham, AK | $11K | 2023 |
| Tiffany BennettEDUCATIONAL SCHOLARSHIP | Dillingham, AK | $11K | 2023 |
| Demetry HosethEDUCATIONAL SCHOLARSHIP | Dillingham, AK | $11K | 2023 |
| Logan ItoEDUCATIONAL SCHOLARSHIP | Dillingham, AK | $11K | 2023 |
| Livia CruikshankEDUCATIONAL SCHOLARSHIP | Dillingham, AK | $11K | 2023 |
| Zachary KolbeEDUCATIONAL SCHOLARSHIP | Dillingham, AK | $11K | 2023 |
| Lindsay LaylandEDUCATIONAL SCHOLARSHIP | Dillingham, AK | $11K | 2023 |
| Kristen LillieEDUCATIONAL SCHOLARSHIP | Manokotak, AK | $11K | 2023 |
| Trevonna AkelkokEDUCATIONAL SCHOLARSHIP | Dillingham, AK | $11K | 2023 |
| Meadow PhelpsEDUCATIONAL SCHOLARSHIP | Naknek, AK | $11K | 2023 |
| Angelica MarxEDUCATIONAL SCHOLARSHIP | Dillingham, AK | $11K | 2023 |
| Thresa SavoEDUCATIONAL SCHOLARSHIP | Dillingham, AK | $11K | 2023 |
| Nels UreEDUCATIONAL SCHOLARSHIP | Naknek, AK | $11K | 2023 |
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica
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