JUNEAU PIONEER HOME FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
JUNEAU PIONEER HOME FOUNDATION (EIN 92-0143399)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-14
IRS object ID
202303189349104940
Schema version
2022v5.0
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)
Return2023-11-14T20:41:57-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-10-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRICHARDPersonFirstNm
Person LastLEEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT L REHFELDPreparerPersonNm
PTINP00104959PTIN
Phone9077893178PhoneNum
Preparation2023-11-13PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$630,654FMVAssetsEOYAmt
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$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$11,829DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,829DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$46,182NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$56,277GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$46,182CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$58,015TotalRevAndExpnssAmt
Total Net Invst Incm$58,015TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,303AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$15,967TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$122OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$18,392TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$57,708ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$57,708ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$76,100TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$57,708TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$18,085ExcessRevenueOverExpensesAmt
Net Investment Income$58,015NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$55,660CashBOYAmt
Cash EOY$29,562CashEOYAmt
Cash EOYFMV$29,562CashEOYFMVAmt
Corporate Stock BOY$522,362CorporateStockBOYAmt
Corporate Stock EOY$530,375CorporateStockEOYAmt
Corporate Stock EOYFMV$601,092CorporateStockEOYFMVAmt
Total Assets BOY$578,022TotalAssetsBOYAmt
Total Assets EOY$559,937TotalAssetsEOYAmt
Total Assets EOYFMV$630,654TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$578,022RetainedEarningBOYAmt
Retained Earning EOY$559,937RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$578,022TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$559,937TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$578,022TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$559,937TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$578,022TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$18,085ExcessRevenueOverExpensesAmt
Subtotal$559,937SubtotalAmt
Tot Net Ast Or Fund Balances EOY$559,937TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyWELLINGTON FUND ADMIRALPropertyDesc
How AcquiredPHowAcquiredCd
Sold2022-12-08SoldDt
Gross Sales Price$15,000GrossSalesPriceAmt
Cost Or Other Basis$10,095CostOrOtherBasisAmt
Gain Or Loss$4,905GainOrLossAmt
Gains Minus Excess Or Losses$4,905GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$46,182CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$806InvestmentIncomeExciseTaxAmt
Subtotal$806SubtotalAmt
Tax Based On Investment Income$806TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$916EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$916TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$13EsPenaltyAmt
Overpayment$97OverpaymentAmt
Applied To ES Tax$97AppliedToESTaxAmt

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 EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
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$47,483Expenses1Amt
Description2TRAINING - CONTINUING PROFESSIONAL DEVELOPMENT FOR PIONEER HOME STAFF.Description2Txt
Expenses2$10,225Expenses2Amt

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$680,268AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$51,252AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$731,520TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$731,520AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,973CashDeemedCharitableAmt
Net Vl Noncharitable Assets$720,547NetVlNoncharitableAssetsAmt
Minimum Investment Return$36,027MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$36,027MinimumInvestmentReturnAmt
Tax Based On Investment Income$806TaxBasedOnInvestmentIncomeAmt
Total Tax$806TotalTaxAmt
Distributable Before Adj$35,221DistributableBeforeAdjAmt
Distributable Before Ded$35,221DistributableBeforeDedAmt
Distributable As Adjusted$35,221DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$57,708ExpensesAndContributionsAmt
Qualifying Distributions$57,708QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$35,221DistributableAsAdjustedAmt
Undistributed Income PY$35,364UndistributedIncomePYAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Total For Prior Years$49,984TotalForPriorYearsAmt
Qualifying Distributions$57,708QualifyingDistributionsAmt
Applied To Year1$35,364AppliedToYear1Amt
Applied To Prior Years$22,344AppliedToPriorYearsAmt
Prior Year Undistributed Incm$27,640PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$27,640PriorYearDeficiencyOrTaxAmt
Undistributed Income CY$35,221UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
JUNEAU PIONEER HOME
4675 GLACIER HIGHWAYJUNEAUAK99801NONENA-RESIDENTPIONEER HOME RESIDENT NEEDS$47,483
JUNEAU PIONEER HOME
4675 GLACIER HIGHWAYJUNEAUAK99801NONENA-RESIDENTPIONEER HOME STAFF TRAINING$10,225
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$57,708TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$11,829RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$46,182RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$4ExclusionAmt
Related Or Exempt Function Incm$58,011RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$58,015TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
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)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$2,303Amt

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)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MAINSTAY FUNDS$189,158$225,263
VANGUARD GROUP$341,217$375,829

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
POSTAGE$91
BANK FEES$31

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAX/PENALTIESCategoryTxt
Amt$15,967Amt

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