JUNEAU PIONEER HOME FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
JUNEAU PIONEER HOME FOUNDATION (EIN 92-0143399)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-13
IRS object ID
201213189349100531
Schema version
2011v1.2
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)
Timestamp2012-11-13T16:13:56-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN920127098EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ELGEE REHFELD MERTZ LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line19309 GLACIER HWY STE B-200AddressLine1
CityJUNEAUCity
StateAKState
ZIP Code99801ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN920143399EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1JUNEAU PIONEERS HOME FOUNDATIONBusinessNameLine1
Business Name Line2C/O ELGEE REHFELD MERTZBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlJUNENameControl
Phone9077893178Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line19309 GLACIER HWY NO B-200AddressLine1
CityJUNEAUCity
StateAKState
ZIP Code99801ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameRICHARD LEEName
TitleTREASURERTitle
Phone9075861608Phone
Date Signed2012-11-12DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameROBERT L REHFELDName
PTINP00104959PTIN
Phone9077893178Phone
Date Prepared2012-11-11DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY399467FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss8511ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss433InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm433InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss6421DividendsRevAndExpnss
Dividends Net Invst Incm6421DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses15365TotalRevenueAndExpenses
Total Net Investment Income6854TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Other Expenses Rev And Expnss200OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss200TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss18700ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps18700ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss18900TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps18700TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-3535ExcessOfRevenueOverExpenses
Net Investment Income6854NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash EOY270CashEOY
Cash EOYFMV270CashEOYFMV
Savings And Temp Cash Invst BOY152339SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY152112SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV152112SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY205878InvestmentsCorpStockBOY
Investments Corp Stock EOY212300InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV247085InvestmentsCorpStockEOYFMV
Total Assets BOY358217TotalAssetsBOY
Total Assets EOY364682TotalAssetsEOY
Total Assets EOYFMV399467TotalAssetsEOYFMV
Deferred Revenue EOY10000DeferredRevenueEOY
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY10000TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY358217RetainedEarningsBOY
Retained Earnings EOY354682RetainedEarningsEOY
Total Net Assets BOY358217TotalNetAssetsBOY
Total Net Assets EOY354682TotalNetAssetsEOY
Total Liabilities Net Assets BOY358217TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY364682TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY358217TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-3535ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal354682Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY354682TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax1LiableFor4942Tax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax137InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal137Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income137TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due137TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithAKStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameELGEE REHFELD MERTZ CPA'SBooksInCareOfPersonName
Books In Care Of Phone Number9077893178BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line19309 GLACIER HWY SUITE B-200AddressLine1
CityJUNEAUCity
StateAKState
ZIP Code99801ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (7 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
PEGGY METCALF
9309 GLACIER HWY STE B-200JUNEAUAK99801MEMBER1.00000
GINNY CONRAD
9309 GLACIER HWY STE B-200JUNEAUAK99801MEMBER1.00000
CHAVA LEE
9309 GLACIER HWY STE B-200JUNEAUAK99801PRESIDENT1.00000
PAM JOHNSTON
9309 GLACIER HWY STE B-200JUNEAUAK99801MEMBER1.00000
RICHARD LEE
9309 GLACIER HWY STE B-200JUNEAUAK99801TREASURER1.00000
KITTY MAGUIRE
9309 GLACIER HWY STE B-200JUNEAUAK99801SECRETARY1.00000
CINDY ATHEAEN
9309 GLACIER HWY STE B-200JUNEAUAK99801MEMBER1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1SOCIAL WELFARE NEEDS OF THE RESIDENTS, SUPPLIES AND EQUIPMENTDescription1
Expenses19350Expenses1
Description3TRAINING- CONTINUING PROFESSIONAL DEVELOPMENT FOR PIONEER HOME STAFFDescription3
Expenses39350Expenses3

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities242306AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances156353AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets398659TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets398659AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable5980CashDeemedCharitable
Net Noncharitable Assets392679NetNoncharitableAssets
Minimum Investment Return19634MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return19634MinimumInvestmentReturn
Tax Based On Investment Income137TaxBasedOnInvestmentIncome
Total Tax137TotalTax
Distributable Amount Before Adj19497DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded19497DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted19497DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions18700ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions18700QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions18700AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted19497DistributableAmountAsAdjusted
Undistributed Income Prior Year18700UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions18700QualifyingDistributions
Applied To Year118700AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year0AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus0TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY19497UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year0ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1JUNEAU PIONEER HOMEBusinessNameLine1

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14675 GLACIER HIGHWAYAddressLine1
CityJUNEAUCity
StateAKState
ZIP Code99801ZIPCode
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationship
Recipient Foundation StatusN/A-RESIDENT'S ASSOCRecipientFoundationStatus
Purpose Of Grant Or ContributionFOR THE GENERAL NEEDS OF ALL PIONEER HOME RESIDENTSPurposeOfGrantOrContribution
Amount$18,700Amount
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year18700TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$433ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$6,421ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$6,854ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA6854TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (2 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
MAINSTAY FUNDS5227369058
VANGUARD GROUP160027178027

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
BANK AND CHECK CHARGES7200
FEDERAL INCOME TAX12800

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