Nonprofit · EIN 94-3116762
ROBERT AQQALUK NEWLIN SR MEMORIAL TRUST
Tax-exempt · KOTZEBUE, AK 99752
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $4,132,096 | $2,249,731 | $1,882,365 | $43,196,076 | $315,375 | $42,880,701 |
| December 31, 2024 | 990-PF | $5,575,052 | $2,917,147 | $2,657,905 | $38,483,596 | $87,050 | $38,396,546 |
| December 31, 2023 | 990-PF | $2,655,371 | $2,528,367 | $127,004 | $35,516,460 | $93,151 | $35,423,309 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $1,472,896
- Dividends
- $671,388
- Net gain from sales of assets
- $1,957,584
- Other income
- $30,228
Expenses
- Grants and similar amounts paid
- $1,158,293
- Compensation of officers, directors and key employees
- $102,201
- Salaries, compensation and benefits (total)
- $375,144
- Disbursements for charitable purposes
- $1,881,333
- Excise tax on investment income
- $34,942
Balance sheet and other
- Total assets, start of year
- $38,483,596
- Total assets, end of year
- $43,196,076
- Total liabilities, end of year
- $315,375
- Net assets, end of year
- $42,880,701
- Fair market value of assets
- $43,196,076
- Qualifying distributions
- $1,881,333
- Net investment income
- $2,628,972
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LUCY E BOYD PO BOX 509, KOTZEBUE, AK 99752 | EMPLOYEE Highest-paid employee | 40 | $94,039 | $10,471 |
| DENISE KOUTCHAK-CRAGETTE PO BOX 509, KOTZEBUE, AK 99752 | EMPLOYEE Highest-paid employee | 40 | $84,536 | $5,817 |
| JULIE PETRO LOWNDES PO BOX 509, KOTZEBUE, AK 99752 | INTERIM OPERATIONS MANAGER / TRUSTEE | 40 | $66,816 | $0 |
| FRANCES P SWANSON PO BOX 509, KOTZEBUE, AK 99752 | EMPLOYEE Highest-paid employee | 40 | $62,115 | $13,690 |
| REID J MAGDANZ PO BOX 509, KOTZEBUE, AK 99752 | EMPLOYEE Highest-paid employee | 40 | $55,731 | $13,690 |
| IAN ERLICH PO BOX 509, KOTZEBUE, AK 99752 | PRESIDENT/CEO, RESIGNED FEBRUARY 2025 | 40 | $28,100 | $0 |
| BRETT KIRK PO BOX 509, KOTZEBUE, AK 99752 | CHAIR | 1 | $1,645 | $0 |
| JAMIE MARGARET ADAMS PO BOX 509, KOTZEBUE, AK 99752 | TRUSTEE | 1 | $1,645 | $0 |
| CLARA MCCONNELL PO BOX 509, KOTZEBUE, AK 99752 | TRUSTEE | 1 | $1,410 | $0 |
| ROBIN J KORNFIELD PO BOX 509, KOTZEBUE, AK 99752 | TRUSTEE | 1 | $1,410 | $0 |
| LEE STAHELI JR PO BOX 509, KOTZEBUE, AK 99752 | TRUSTEE | 1 | $1,175 | $0 |
| MEGHAN PALMER PO BOX 509, KOTZEBUE, AK 99752 | TRUSTEE | 1 | $0 | $0 |
990-PF for the year ended December 31, 2024: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| IAN ERLICH PO BOX 509, KOTZEBUE, AK 99752 | PRESIDENT/CEO | 40 | $148,217 | $12,876 |
| LUCY E BOYD PO BOX 509, KOTZEBUE, AK 99752 | EMPLOYEE Highest-paid employee | 40 | $103,462 | $12,876 |
| FRANCES P SWANSON PO BOX 509, KOTZEBUE, AK 99752 | EMPLOYEE Highest-paid employee | 40 | $85,000 | $12,876 |
| REID J MAGDANZ PO BOX 509, KOTZEBUE, AK 99752 | EMPLOYEE Highest-paid employee | 40 | $75,462 | $9,657 |
| ELAINE P DOTOMAIN PO BOX 509, KOTZEBUE, AK 99752 | EMPLOYEE Highest-paid employee | 40 | $57,096 | $0 |
| JON-RYAN L ADAMS PO BOX 509, KOTZEBUE, AK 99752 | EMPLOYEE Highest-paid employee | 40 | $51,923 | $12,876 |
| JULIE PETRO LOWNDES PO BOX 509, KOTZEBUE, AK 99752 | TRUSTEE | 1 | $3,995 | $0 |
| BRETT KIRK PO BOX 509, KOTZEBUE, AK 99752 | CHAIR | 1 | $3,760 | $0 |
| CLARA MCCONNELL PO BOX 509, KOTZEBUE, AK 99752 | TRUSTEE | 1 | $3,525 | $0 |
| LEE STAHELI JR PO BOX 509, KOTZEBUE, AK 99752 | TRUSTEE | 1 | $2,350 | $0 |
| WILLIAM HENSLEY PO BOX 509, KOTZEBUE, AK 99752 | CHAIR, RESIGNED SEPTEMBER | 1 | $1,880 | $0 |
| CHRISTINA FIELDS PO BOX 509, KOTZEBUE, AK 99752 | TRUSTEE, RESIGNED DECEMBER | 1 | $1,880 | $0 |
| KRISTINA MCCALL PO BOX 509, KOTZEBUE, AK 99752 | TRUSTEE | 1 | $1,410 | $0 |
| JAMIE MARGARET ADAMS PO BOX 509, KOTZEBUE, AK 99752 | TRUSTEE | 1 | $235 | $0 |
| ROBIN J KORNFIELD PO BOX 509, KOTZEBUE, AK 99752 | TRUSTEE | 1 | $235 | $0 |
990-PF for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CORINA KRAMER PO BOX 509, KOTZEBUE, AK 99752 | DIRECTOR OF OPERATIO Highest-paid employee | 40 | $126,384 | $12,549 |
| IAN ERLICH PO BOX 509, KOTZEBUE, AK 99752 | PRESIDENT/CEO | 40 | $107,693 | $8,366 |
| FRANCES P SWANSON PO BOX 509, KOTZEBUE, AK 99752 | EMPLOYEE Highest-paid employee | 40 | $86,635 | $12,549 |
| ELAINE P DOTOMAIN PO BOX 509, KOTZEBUE, AK 99752 | EMPLOYEE Highest-paid employee | 40 | $79,385 | $11,548 |
| LUCY E BOYD PO BOX 509, KOTZEBUE, AK 99752 | EMPLOYEE Highest-paid employee | 40 | $60,000 | $8,421 |
| JON-RYAN L ADAMS PO BOX 509, KOTZEBUE, AK 99752 | EMPLOYEE Highest-paid employee | 40 | $51,923 | $12,549 |
| WILLIAM HENSLEY PO BOX 509, KOTZEBUE, AK 99752 | CHAIR | 1 | $3,995 | $0 |
| JULIE PETRO LOWNDES PO BOX 509, KOTZEBUE, AK 99752 | TRUSTEE | 1 | $2,115 | $0 |
| KRISTINA MCCALL PO BOX 509, KOTZEBUE, AK 99752 | TRUSTEE | 1 | $1,880 | $0 |
| HANNAH LOON PO BOX 509, KOTZEBUE, AK 99752 | TRUSTEE, RESIGNED OCTOBER | 1 | $1,410 | $0 |
| LEE STAHELI JR PO BOX 509, KOTZEBUE, AK 99752 | TRUSTEE | 1 | $470 | $0 |
| ANGELINE STRUM PO BOX 509, KOTZEBUE, AK 99752 | TRUSTEE | 1 | $235 | $0 |
| BRETT KIRK PO BOX 509, KOTZEBUE, AK 99752 | TRUSTEE | 1 | $0 | $0 |
| CLARA MCCONNELL PO BOX 509, KOTZEBUE, AK 99752 | TRUSTEE | 1 | $0 | $0 |
| CHRISTINA FIELDS PO BOX 509, KOTZEBUE, AK 99752 | TRUSTEE | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 333 SHORE AVE 210, KOTZEBUE, AK 99752-9800
- In care of
- % CONTROLLER
- Signed the 990-PF
- JULIE LOWNDES, PRESIDENT
- Phone
- (907) 442-1607
- Website
- WWW.AQQALUKTRUST.COM
- Return prepared by
- THOMAS HEAD & GREISEN PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | Check at the IRS |
IRS record
- EIN
- 94-3116762
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2014
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Arts, culture and humanities (A23)
- Assets (IRS master file)
- $43,196,076
- Income (IRS master file)
- $11,524,243
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $4,132,096 | $2,249,731 | $43,196,076 | XML |
| 990-PF | December 2024 | $5,575,052 | $2,917,147 | $38,483,596 | XML |
| 990-PF | December 2023 | $2,655,371 | $2,528,367 | $35,516,460 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-3116762).
Questions about ROBERT AQQALUK NEWLIN SR MEMORIAL TRUST
- What is the EIN of ROBERT AQQALUK NEWLIN SR MEMORIAL TRUST?
- The employer identification number (EIN) of ROBERT AQQALUK NEWLIN SR MEMORIAL TRUST is 94-3116762.
- Is ROBERT AQQALUK NEWLIN SR MEMORIAL TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to ROBERT AQQALUK NEWLIN SR MEMORIAL TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT AQQALUK NEWLIN SR MEMORIAL TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT AQQALUK NEWLIN SR MEMORIAL TRUST due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERT AQQALUK NEWLIN SR MEMORIAL TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of ROBERT AQQALUK NEWLIN SR MEMORIAL TRUST?
- The 990-PF for the year ended September 30, 2025 lists 12 people; 11 received compensation from the organization, the highest $94,039 (LUCY E BOYD, EMPLOYEE).
- How much revenue does ROBERT AQQALUK NEWLIN SR MEMORIAL TRUST have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $4,132,096, expenses of $2,249,731 and total assets of $43,196,076 at year end.
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