JUNEAU PIONEER HOME FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
JUNEAU PIONEER HOME FOUNDATION (EIN 92-0143399)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-11
IRS object ID
202203159349101860
Schema version
2021v4.0
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)
Return2022-11-11T12:46:58-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-11-08SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT L REHFELDPreparerPersonNm
PTINP00104959PTIN
Phone9077893178PhoneNum
Preparation2022-11-09PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$828,362FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,632ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$13,022DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,022DividendsNetInvstIncmAmt
Dividends Adj Net Incm$13,022DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$52,847NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$69,388GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$52,847CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$68,501TotalRevAndExpnssAmt
Total Net Invst Incm$65,869TotalNetInvstIncmAmt
Total Adj Net Incm$13,022TotalAdjNetIncmAmt
Taxes Rev And Expnss$777TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$147OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$924TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,135ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,135ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,059TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,135TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$62,442ExcessRevenueOverExpensesAmt
Net Investment Income$65,869NetInvestmentIncomeAmt
Adjusted Net Income$13,022AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,020CashBOYAmt
Cash EOY$55,660CashEOYAmt
Cash EOYFMV$55,660CashEOYFMVAmt
Corporate Stock BOY$486,491CorporateStockBOYAmt
Corporate Stock EOY$522,362CorporateStockEOYAmt
Corporate Stock EOYFMV$772,702CorporateStockEOYFMVAmt
Total Assets BOY$488,511TotalAssetsBOYAmt
Total Assets EOY$578,022TotalAssetsEOYAmt
Total Assets EOYFMV$828,362TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$488,511RetainedEarningBOYAmt
Retained Earning EOY$578,022RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$488,511TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$578,022TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$488,511TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$578,022TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$488,511TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$62,442ExcessRevenueOverExpensesAmt
Other Increases$27,069OtherIncreasesAmt
Subtotal$578,022SubtotalAmt
Tot Net Ast Or Fund Balances EOY$578,022TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyWELLINGTON FUNDPropertyDesc
How AcquiredPHowAcquiredCd
Sold2021-11-16SoldDt
Gross Sales Price$30,000GrossSalesPriceAmt
Cost Or Other Basis$16,541CostOrOtherBasisAmt
Gain Or Loss$13,459GainOrLossAmt
Gains Minus Excess Or Losses$13,459GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$52,847CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$916InvestmentIncomeExciseTaxAmt
Subtotal$916SubtotalAmt
Tax Based On Investment Income$916TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$866EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$866TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$6EsPenaltyAmt
Tax Due$56TaxDueAmt

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)
Description1TRAINING - CONTINUING PROFESSIONAL DEVELOPMENT FOR PIONEER HOME STAFF.Description1Txt
Expenses1$5,135Expenses1Amt

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$706,578AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$30,072AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$736,650TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$736,650AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,050CashDeemedCharitableAmt
Net Vl Noncharitable Assets$725,600NetVlNoncharitableAssetsAmt
Minimum Investment Return$36,280MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$36,280MinimumInvestmentReturnAmt
Tax Based On Investment Income$916TaxBasedOnInvestmentIncomeAmt
Total Tax$916TotalTaxAmt
Distributable Before Adj$35,364DistributableBeforeAdjAmt
Distributable Before Ded$35,364DistributableBeforeDedAmt
Distributable As Adjusted$35,364DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,135ExpensesAndContributionsAmt
Qualifying Distributions$5,135QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$35,364DistributableAsAdjustedAmt
Undistributed Income PY$28,050UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Total For Prior Years$27,069TotalForPriorYearsAmt
Qualifying Distributions$5,135QualifyingDistributionsAmt
Applied To Year1$5,135AppliedToYear1Amt
Prior Year Undistributed Incm$27,069PriorYearUndistributedIncmAmt
Taxable1$27,069Taxable1Amt
Taxable2$22,915Taxable2Amt
Undistributed Income CY$35,364UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1JUNEAU PIONEER HOMEBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14675 GLACIER HIGHWAYAddressLine1Txt
CityJUNEAUCityNm
State AbbreviationAKStateAbbreviationCd
ZIP99801ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusNA-RESIDENTRecipientFoundationStatusTxt
Grant Or Contribution PurposePIONEER HOME STAFF TRAININGGrantOrContributionPurposeTxt
Amt$5,135Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,135TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1JUNEAU PIONEER HOMEBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14675 GLACIER HIGHWAYAddressLine1Txt
CityJUNEAUCityNm
State AbbreviationAKStateAbbreviationCd
ZIP99801ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusNA-RESIDENTRecipientFoundationStatusTxt
Grant Or Contribution PurposePIONEER HOME RESIDENT NEEDSGrantOrContributionPurposeTxt
Amt$55,119Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$55,119TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,022ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion26ExclusionCd
Exclusion$39,388ExclusionAmt
Related Or Exempt Function Incm$13,459RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$52,410ExclusionAmt
Related Or Exempt Function Incm$13,459RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$65,869TotalIncomeProducingActyAmt

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

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$168,078$276,412
VANGUARD GROUP$354,284$496,290

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
POSTAGE$147

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE TO PRIOR YEAR EQUITYDesc
Amt$27,069Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXCategoryTxt
Amt$777Amt

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