JUNEAU PIONEER HOME FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
JUNEAU PIONEER HOME FOUNDATION (EIN 92-0143399)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-15
IRS object ID
202013209349100266
Schema version
2019v5.0
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)
Return2020-11-15T15:01:29-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-10-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT L REHFELDPreparerPersonNm
PTINP00104959PTIN
Phone9077893178PhoneNum
Preparation2020-11-12PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.237.4.179IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-15IPDt
IP Tm15:01:29IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdE322EE2B4FC9630B23A8874FD127DC1B5CEE0083AtSubmissionCreationDeviceId
At Submission Filing Device IdAE4CABE6EA5C8B5397C368CD64899C3BD3DCD21DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$609,138FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,170ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$13,496DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,496DividendsNetInvstIncmAmt
Dividends Adj Net Incm$13,496DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$34,386NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$34,386GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$34,386CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$52,052TotalRevAndExpnssAmt
Total Net Invst Incm$47,882TotalNetInvstIncmAmt
Total Adj Net Incm$13,496TotalAdjNetIncmAmt
Taxes Rev And Expnss$2,929TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$28OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,957TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$26,737ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$26,737ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$29,694TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$26,737TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$22,358ExcessRevenueOverExpensesAmt
Net Investment Income$47,882NetInvestmentIncomeAmt
Adjusted Net Income$13,496AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$34,625CashBOYAmt
Cash EOY$9,102CashEOYAmt
Cash EOYFMV$9,099CashEOYFMVAmt
Corporate Stock BOY$396,327CorporateStockBOYAmt
Corporate Stock EOY$444,208CorporateStockEOYAmt
Corporate Stock EOYFMV$600,039CorporateStockEOYFMVAmt
Total Assets BOY$430,952TotalAssetsBOYAmt
Total Assets EOY$453,310TotalAssetsEOYAmt
Total Assets EOYFMV$609,138TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$430,952RetainedEarningBOYAmt
Retained Earning EOY$453,310RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$430,952TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$453,310TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$430,952TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$453,310TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$430,952TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$22,358ExcessRevenueOverExpensesAmt
Subtotal$453,310SubtotalAmt
Tot Net Ast Or Fund Balances EOY$453,310TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$34,386CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxYes (true)LiableSection4942TaxInd

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$958InvestmentIncomeExciseTaxAmt
Subtotal$958SubtotalAmt
Tax Based On Investment Income$958TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$15EsPenaltyAmt
Overpayment$27OverpaymentAmt
Applied To ES Tax$27AppliedToESTaxAmt

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$16,042Expenses1Amt
Description2TRAINING - CONTINUING PROFESSIONAL DEVELOPMENT FOR PIONEER HOME STAFF.Description2Txt
Expenses2$10,695Expenses2Amt

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$535,028AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$34,046AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$569,074TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$569,074AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,536CashDeemedCharitableAmt
Net Vl Noncharitable Assets$560,538NetVlNoncharitableAssetsAmt
Minimum Investment Return$28,027MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$28,027MinimumInvestmentReturnAmt
Tax Based On Investment Income$958TaxBasedOnInvestmentIncomeAmt
Total Tax$958TotalTaxAmt
Distributable Before Adj$27,069DistributableBeforeAdjAmt
Distributable Before Ded$27,069DistributableBeforeDedAmt
Distributable As Adjusted$27,069DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$26,737ExpensesAndContributionsAmt
Qualifying Distributions$26,737QualifyingDistributionsAmt
Adjusted Qualifying Distri$26,737AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$27,069DistributableAsAdjustedAmt
Undistributed Income PY$26,737UndistributedIncomePYAmt
Qualifying Distributions$26,737QualifyingDistributionsAmt
Applied To Year1$26,737AppliedToYear1Amt
Undistributed Income CY$27,069UndistributedIncomeCYAmt

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$16,042
JUNEAU PIONEER HOME
4675 GLACIER HIGHWAYJUNEAUAK99801NONENA-RESIDENTPIONEER HOME STAFF TRAINING$10,695
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$26,737TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,496ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion26ExclusionCd
Exclusion$34,386ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$47,882ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$47,882TotalIncomeProducingActyAmt

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$146,661$200,424
VANGUARD GROUP$297,547$399,615

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
SUPPLIES$28

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXCategoryTxt
Amt$2,929Amt

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