2024-11-15T13:59:47-06:00 2023-12-31 480567703 PINION LLC 1605 N WATERFRONT PARKWAY SUITE 200 WICHITA KS 672066635 990 2023-01-01 272463839 PEAK TRUST DONOR ADVISED FUND INC AEGI 9072786775 3350 MIDTOWN PLACE 300 ANCHORAGE AK 99503 LEE LEGLEITER TREASURER 9072786775 2024-11-15 1 0 CASSANDRA SPORLEDER P00706821 3166850222 2024-11-15 2023 2024-10-15 13:58:12Z X MATTHEW BLATTMACHR 3350 MIDTOWN PLACE 300 ANCHORAGE AK 99503 1506058 0 X N/A X 2010 CO CONNECT DONORS WITH THE INFORMATION AND OPPORTUNITIES TO ACCOMPLISH THEIR CHARITABLE GOALS. X 4 4 0 0 0 0 588000 6000 0 0 829809 756332 8255 46506 1426064 808838 809501 859300 0 0 0 0 0 0 0 4224 4093887 813725 4953187 612339 -4144349 4144349 0 0 0 4144349 0 X CONNECT DONORS WITH THE INFORMATION AND OPPORTUNITIES TO ACCOMPLISH THEIR CHARITABLE GOALS. 0 1 4947565 859300 THIS IS A DONOR ADVISED FUND AND THE FUND DISTRIBUTES GRANTS TO 501 (C)(3) ORGANIZATIONS. 4947565 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 X MATTHEW BLATTMACHR 9072786775 3350 MIDTOWN PLACE 300 ANCHORAGE AK 99503 X JAMIE ROWLEY - THRU JULY 2023 PRESIDENT & SECRETARY 1.00 X X 0 0 0 LEE LEGLEITER TREASURER 1.00 X X 0 0 0 APRIL MCCULLOUGH DIRECTOR 1.00 X 0 0 0 JACK CICIORA DIRECTOR 1.00 X 0 0 0 MATTHEW BLATTMACHR CEO 1.00 X 0 0 0 0 0 0 0 0 0 0 0 6000 6000 738672 738672 714880 697220 17660 17660 17660 RIVER OAKS PROPERTIES 900099 46506 46506 46506 808838 0 0 802838 859300 859300 5622 5622 DISTRIBUTION OF DONOR A 4088265 4088265 4953187 4947565 5622 0 0 312349 0 0 0 0 0 0 0 0 0 0 3832000 0 0 0 0 4144349 0 0 0 X 0 0 0 0 4144349 0 4144349 0 4144349 0 -4144349 0 X 0 0 0 X 1750 13200 10750 588000 6000 619700 1750 13200 10750 588000 6000 619700 546201 73499 1302 887 156304 823076 738672 1720241 2339941 0.03140 0.08130 X SCH A, SECTION C, LINE 18: BEGINNING IN DECEMBER OF 2022, THE ORGANIZATION BEGAN WORK TO DISTRIBUTE THE DAF ASSETS TO OTHER ENTITIES. BY THE END OF 2023, ALL FUND ASSETS HAD BEEN DISTRIBUTED TO AUTHORIZED PUBLIC CHARITIES TO USE FOR CHARITABLE PURPOSES. THERE WAS NO BENEFIT PROVIDED TO THE DONOR, THE DONOR ADVISOR OR OTHER IMPERMISSABLE PRIVATE BENEFITS. AT NO POINT DURING THE YEAR DID THE ORGANIZATION ACT TO CONTINUE OPERATIONS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6 0 6000 0 4947565 0 0 0 1 1 0 1 US IAS MEMBER'S TRUST 4751 FOUNTAIN AVENUE LOS ANGELES CA 90029 521840679 501(C)(3) 458500 0 GENERAL OPERATING SUPPORT CHURCH OF SCIENTOLOGY RELIGIOUS TRUST 6331 HOLLYWOOD BLVD STE 1011 LOS ANGELES CA 90028 916254980 501(C)(3) 300000 0 GENERAL OPERATING SUPPORT CHURCH OF SCIENTOLOGY FLAG SERVICE ORGANIZATION 210 SOUTH FORT HARRISON AVENUE CLEARWATER FL 33756 592143308 501(C)(3) 85000 0 GENERAL OPERATING SUPPORT CONGREGATION B'NAI ZION 805 CHERRY HILL LANE EL PASO TX 79912 741143021 501(C)(3) 15800 0 GENERAL OPERATING SUPPORT 4 PART I, LINE 2: THE PEAK TRUST DONOR ADVISED FUND, INC'S BOARD HAS FINAL AUTHORITY OVER GRANT DISTRIBUTIONS. THE FUND PROVIDES INFORMATION TO THE GRANTEE AT THE TIME OF THE GRANT ON THE USE OF THE FUNDS. CUMMINS GOODWILL, INC. STOCK 2023-12-29 3244000 BOOK VALUE 061676688 DECHOMAI FOUNDATION INC 3713 PINE STREET JACKSONVILLE FL 32205 501(C)(3) RIVER OAKS PROPERTIES LTD 20% INTEREST 2023-11-27 138019 BOOK VALUE 110303001 FIDELITY CHARITABLE GIFT FUND PO BOX 770001 CINCINNATI OH 452770053 501(C)(3) CASH FROM RUBIN FAMILY DONOR ADVISED FUND 2023-12-21 18879 CASH 110303001 FIDELITY CHARITABLE GIFT FUND PO BOX 770001 CINCINNATI OH 452770053 501(C)(3) CASH FROM FOX FAMILY DONOR ADVISED FUND 2023-12-27 7606 CASH 110303001 FIDELITY CHARITABLE GIFT FUND PO BOX 770001 CINCINNATI OH 452770053 501(C)(3) CASH FROM JONATHAN & BETSY BLATTMACHR DAF 2023-10-20 70153 CASH 110303001 FIDELITY CHARITABLE GIFT FUND PO BOX 770001 CINCINNATI OH 452770053 501(C)(3) CASH FROM THOMAS CUMMINS PHILANTHROPIC FUND 2023-12-29 1297 CASH 061676688 DECHOMAI FOUNDATION INC 3713 PINE STREET JACKSONVILLE FL 32205 501(C)(3) CASH FROM PEDERSON POSSE DAF 2023-12-21 3635 CASH 860348306 ARIZONA COMMUNITY FOUNDATION 2201 E CAMELBACK ROAD SUITE 405B PHOENIX AZ 85016 501(C)(3) CASH FROM FELDSTEIN FUND 2023-10-27 4677 CASH 137111099 BESSEMER GIVING FUND 100 WOODBRIDGE CENTER DRIVE WOODBRIDGE NJ 07095 501(C)(3) PEDERSON POSSE LLC - SERIES A & B NONVOTING SHARES 98% PREFERRED INTEREST 2023-12-22 600000 BOOK VALUE 860348306 ARIZONA COMMUNITY FOUNDATION 2201 E CAMELBACK ROAD SUITE 405B PHOENIX AZ 85016 501(C)(3) 0 0 0 0 1 1 1 1 0 FORM 990, PART III, LINE 3 PEAK TRUST DONOR ADVISED FUND, INC. HAS CEASED CONDUCTING BUSINESS. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT/CEO AND BOARD OF DIRECTORS REVIEW THE 990 BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD, OR AN OUTSIDE ADVISOR, WILL CONDUCT PERIODIC REVIEWS. THE PERIODIC REVIEW SHALL, AT A MINIMUM, INCLUDE A REVIEW OF WHETHER PARTNERSHIP, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE FUND'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PRUPOSES AND DO NOT RESULT IN INUREMENT, IMPREMISSIBLE PRIVATE BENEFIT OR AN EXCESS BENEFIT TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST.