JUNEAU PIONEER HOME FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
JUNEAU PIONEER HOME FOUNDATION (EIN 92-0143399)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-08
IRS object ID
202143129349101374
Schema version
2020v4.0
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)
Return2021-11-08T12:13:26-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN920143399EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JUNEAU PIONEERS 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
Signature2021-10-29SignatureDt
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
Preparation2021-11-02PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$660,241FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,682ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$12,270DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,270DividendsNetInvstIncmAmt
Dividends Adj Net Incm$12,270DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$50,012NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$50,012GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$50,012CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$64,964TotalRevAndExpnssAmt
Total Net Invst Incm$62,282TotalNetInvstIncmAmt
Total Adj Net Incm$12,270TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,595AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$931TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$168OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,694TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$27,069ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$27,069ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$29,763TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$27,069TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$35,201ExcessRevenueOverExpensesAmt
Net Investment Income$62,282NetInvestmentIncomeAmt
Adjusted Net Income$12,270AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$9,102CashBOYAmt
Cash EOY$2,020CashEOYAmt
Cash EOYFMV$2,020CashEOYFMVAmt
Corporate Stock BOY$444,208CorporateStockBOYAmt
Corporate Stock EOY$486,491CorporateStockEOYAmt
Corporate Stock EOYFMV$658,221CorporateStockEOYFMVAmt
Total Assets BOY$453,310TotalAssetsBOYAmt
Total Assets EOY$488,511TotalAssetsEOYAmt
Total Assets EOYFMV$660,241TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$453,310RetainedEarningBOYAmt
Retained Earning EOY$488,511RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$453,310TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$488,511TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$453,310TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$488,511TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$453,310TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$35,201ExcessRevenueOverExpensesAmt
Subtotal$488,511SubtotalAmt
Tot Net Ast Or Fund Balances EOY$488,511TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$50,012CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$866InvestmentIncomeExciseTaxAmt
Subtotal$866SubtotalAmt
Tax Based On Investment Income$866TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$958EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$958TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$3EsPenaltyAmt
Overpayment$89OverpaymentAmt
Applied To ES Tax$89AppliedToESTaxAmt

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 PYfalseUndistributedIncomePYInd
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, SUPPLIES AND EQUIPMENT.Description1Txt
Expenses1$16,241Expenses1Amt
Description2TRAINING - CONTINUING PROFESSIONAL DEVELOPMENT FOR PIONEER HOME STAFF.Description2Txt
Expenses2$10,828Expenses2Amt

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$578,419AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,703AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$587,122TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$587,122AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,807CashDeemedCharitableAmt
Net Vl Noncharitable Assets$578,315NetVlNoncharitableAssetsAmt
Minimum Investment Return$28,916MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$28,916MinimumInvestmentReturnAmt
Tax Based On Investment Income$866TaxBasedOnInvestmentIncomeAmt
Total Tax$866TotalTaxAmt
Distributable Before Adj$28,050DistributableBeforeAdjAmt
Distributable Before Ded$28,050DistributableBeforeDedAmt
Distributable As Adjusted$28,050DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$27,069ExpensesAndContributionsAmt
Qualifying Distributions$27,069QualifyingDistributionsAmt
Adjusted Qualifying Distri$27,069AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$28,050DistributableAsAdjustedAmt
Undistributed Income PY$27,069UndistributedIncomePYAmt
Qualifying Distributions$27,069QualifyingDistributionsAmt
Applied To Year1$27,069AppliedToYear1Amt
Undistributed Income CY$28,050UndistributedIncomeCYAmt

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 HIGHWAYJUNEAUAK99801NONEN/A-RESIDENTPIONEER HOME RESIDENT NEEDS$16,241
JUNEAU PIONEER HOME
4675 GLACIER HIGHWAYJUNEAUAK99801NONENA-RESIDENTPIONEER HOME STAFF TRAINING$10,828
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$27,069TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,270ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion26ExclusionCd
Exclusion$50,012ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$62,282ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$62,282TotalIncomeProducingActyAmt

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$1,595Amt

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$156,345$215,874
VANGUARD GROUP$330,146$442,347

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
POSTAGE$168

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXCategoryTxt
Amt$931Amt

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