JUNEAU PIONEER HOME FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
JUNEAU PIONEER HOME FOUNDATION (EIN 92-0143399)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-08
IRS object ID
202403139349101625
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-08T19:04:56-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN920127098PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ELGEE REHFELD LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19309 GLACIER HWY STE B200AddressLine1Txt
CityJUNEAUCityNm
State AbbreviationAKStateAbbreviationCd
ZIP998019300ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN920143399EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JUNEAU PIONEER HOME FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJUNEBusinessNameControlTxt
Phone9077893178PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 34341AddressLine1Txt
CityJUNEAUCityNm
State AbbreviationAKStateAbbreviationCd
ZIP998034341ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD LEEPersonNm
Person TitleBOARD TREASURERPersonTitleTxt
Phone9075861608PhoneNum
Signature2024-11-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT L REHFELDPreparerPersonNm
PTINP00104959PTIN
Phone9077893178PhoneNum
Preparation2024-11-07PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Final ReturnYes (X)FinalReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$933InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$933InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$12,882DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,882DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$163,169NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$764,744GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$163,169CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$176,984TotalRevAndExpnssAmt
Total Net Invst Incm$176,984TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$4,960AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$2,749TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$340OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$8,049TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$728,872ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$728,872ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$736,921TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$728,872TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$559,937ExcessRevenueOverExpensesAmt
Net Investment Income$176,984NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$29,562CashBOYAmt
Corporate Stock BOY$530,375CorporateStockBOYAmt
Total Assets BOY$559,937TotalAssetsBOYAmt
Total Assets EOY$0TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$559,937RetainedEarningBOYAmt
Tot Net Ast Or Fund Balances BOY$559,937TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$559,937TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$0TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$559,937TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$559,937ExcessRevenueOverExpensesAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VANGUARD WELLINGTON FUND ADMIRALP2023-12-20$462,845$401,896$60,949$60,949
MAINSTAY S&P 500 INDEX FUNDP2023-12-18$278,580$199,679$78,901$78,901
FieldValueIRS element (for citing)
Capital Gain Net Income$163,169CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,460InvestmentIncomeExciseTaxAmt
Subtotal$2,460SubtotalAmt
Tax Based On Investment Income$2,460TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$806EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$806TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$13EsPenaltyAmt
Tax Due$1,667TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcYes (true)OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateAKOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1RICHARD LEEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9075861608PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14675 GLACIER HIGHWAYAddressLine1Txt
CityJUNEAUCityNm
State AbbreviationAKStateAbbreviationCd
ZIP99801ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYYes (true)UndistributedIncomePYInd
Undistributed Income PY12020UndistributedIncomePY1Yr
Undistributed Income PY22019UndistributedIncomePY2Yr
Undistr Incm Sect4942a2 Not AppYes (true)UndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHAVA LEE
4675 GLACIER HIGHWAYJUNEAUAK99801BOARD PRESID1.00$0$0$0
RICHARD LEE
4675 GLACIER HIGHWAYJUNEAUAK99801BOARD TREASU1.00$0$0$0
GINNY CONRAD
4675 GLACIER HIGHWAYJUNEAUAK99801BOARD SECRET1.00$0$0$0
PAMELA JOHNSON
4675 GLACIER HIGHWAYJUNEAUAK99801BOARD MEMBER1.00$0$0$0
PEGGY METCALF
4675 GLACIER HIGHWAYJUNEAUAK99801BOARD MEMBER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SOCIAL WELFARE NEEDS OF THE RESIDENTS, INCLUDING SUPPLIES, EQUIPMENT AND NEW ACTIVITY ROOMDescription1Txt
Expenses1$52,424Expenses1Amt
Description2TRAINING - CONTINUING PROFESSIONAL DEVELOPMENT FOR PIONEER HOME STAFF.Description2Txt
Expenses2$2,000Expenses2Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$623,561AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$15,460AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$639,021TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$639,021AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,585CashDeemedCharitableAmt
Net Vl Noncharitable Assets$629,436NetVlNoncharitableAssetsAmt
Minimum Investment Return$31,472MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$31,472MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,460TaxBasedOnInvestmentIncomeAmt
Total Tax$2,460TotalTaxAmt
Distributable Before Adj$29,012DistributableBeforeAdjAmt
Distributable Before Ded$29,012DistributableBeforeDedAmt
Distributable As Adjusted$29,012DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$728,872ExpensesAndContributionsAmt
Qualifying Distributions$728,872QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$29,012DistributableAsAdjustedAmt
Undistributed Income PY$35,221UndistributedIncomePYAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Total For Prior Years$27,640TotalForPriorYearsAmt
Qualifying Distributions$728,872QualifyingDistributionsAmt
Applied To Year1$35,221AppliedToYear1Amt
Applied To Current Year$29,012AppliedToCurrentYearAmt
Remaining Distri From Corpus$664,639RemainingDistriFromCorpusAmt
Total Corpus$664,639TotalCorpusAmt
Prior Year Undistributed Incm$27,640PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$27,640PriorYearDeficiencyOrTaxAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$664,639ExcessDistriCyovToNextYrAmt
Excess From Current Year$664,639ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
JUNEAU PIONEER HOME
4675 GLACIER HIGHWAYJUNEAUAK99801NONENA-RESIDENTPIONEER HOME RESIDENT NEEDS$36,424
JUNEAU PIONEER HOME
4675 GLACIER HIGHWAYJUNEAUAK99801NONENA-RESIDENTPIONEER HOME STAFF TRAINING$2,000
JUNEAU PIONEER HOME
4675 GLACIER HIGHWAYJUNEAUAK99801NONENA-RESIDENTRESIDENTS FUND$16,000
JUNEAU COMMUNITY FOUNDATION
350 N FRANKLIN ST STE 4JUNEAUAK99801NONE3ELDER & HOSPICE SUPPORT$673,948
FRIENDS OF THE ALASKA STATE LIBRARY
PO BOX 22421JUNEAUAK99802NONE3GENERAL OPERATIONS$500ARCHIVES AND MUSEUM
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$728,872TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$933RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$12,882RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$163,169RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$176,984RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$176,984TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3INTEREST EARNING INCREASE ASSETS AVAILABLE FOR CHARITABLE
4DIVIDENDS INCREASE ASSETS AVAILABLE FOR CHARITABLE PURPOSE
8CAP GAINS INCREASE ASSETS AVAILABLE FOR CHARITABLE PURPOSE

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$4,960Amt

Dissolution Stmt DissolutionStmt

Dissolution Information DissolutionInformationGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JUNEAU COMMUNITY FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1350 N FRANKLIN STREET SUITE 4AddressLine1Txt
CityJUNEAUCityNm
State AbbreviationAKStateAbbreviationCd
ZIP99801ZIPCd
FieldValueIRS element (for citing)
Short ExplanationCONTRIBUTION OF ASSETSShortExplanationTxt
Dissolution$660,000DissolutionAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationNOT REQUIREDExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm
MAINSTAY FUNDS
VANGUARD GROUP

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
POSTAGE$255
BANK FEES$60
FILING FEES$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAX/PENALTIESCategoryTxt
Amt$2,749Amt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.