PIONEER HERITAGE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PIONEER HERITAGE FOUNDATION (EIN 46-5345481)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-13
- IRS object ID
- 202231339349103683
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T16:34:34-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 421239092 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY A JOHNSON LPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 223 N MAIN ST | AddressLine1Txt |
| City | POCAHONTAS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50574 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 465345481 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PIONEER HERTIAGE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PION | BusinessNameControlTxt |
| Phone | 7023268986 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10553 440TH AVE | AddressLine1Txt |
| City | LAURENS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50554 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT IRA SIDDALL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7023268986 | PhoneNum |
| Signature | 2022-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT IRA | PersonFirstNm |
| Person Last | SIDDALL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY A JOHNSON | PreparerPersonNm |
| PTIN | P00016649 | PTIN |
| Phone | 7123353301 | PhoneNum |
| Preparation | 2022-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $129,072 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $65,000 | ContriRcvdRevAndExpnssAmt |
| Total Rev And Expnss | $65,000 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,924 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,462 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,462 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $250 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $250 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $7,318 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,659 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $3,659 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $616 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $308 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $308 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,534 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $1,267 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,267 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $228 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $228 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $22,470 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,474 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,996 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $22,470 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,474 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,996 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $42,530 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $86,542 | CashBOYAmt |
| Cash EOY | $129,072 | CashEOYAmt |
| Cash EOYFMV | $129,072 | CashEOYFMVAmt |
| Total Assets BOY | $86,542 | TotalAssetsBOYAmt |
| Total Assets EOY | $129,072 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $129,072 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $86,542 | CapitalStockBOYAmt |
| Capital Stock EOY | $129,072 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $86,542 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $129,072 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $86,542 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $129,072 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $86,542 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $42,530 | ExcessRevenueOverExpensesAmt |
| Subtotal | $129,072 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $129,072 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT IRA SIDDALL | IndividualWithBooksNm |
| Phone | 7023268986 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7185 SOUTH DURANGE DR | AddressLine1Txt |
| Address Line2 | STE 109 | AddressLine2Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT IRA SIDDALL | |||||||||
| 7185 SOUTH DURANGE DR | STE 109 | LAS VEGAS | NV | 89113 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| PATRICIA ANN AXELROD | |||||||||
| 12849 WHISPER WILLOWS DR | HASLET | TX | 76052 | DIRECTOR | 000.00 | $0 | $0 | $0 | |
| DONALD A BENEKE | |||||||||
| 309 N MAIN ST | POCAHONTAS | IA | 50574 | DIRECTOR | 000.00 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE PIONEER HERITAGE FOUNDATION IS A NON-PROFIT RESEARCH ORGANIZATION THAT WILL PRESERVE, FORMULATE AND PROMOTE EARLY PIONEER HISTORY AND SETTLEMENT IN IOWA. THE OBJECTIVES ARE: TO INITIATE AND PROMOTE DIALOGUE, ACTIVITIES, AND ARCHIVES THAT INCREASES EXCITEMENT AND KNOWLEDGE ABOUT IOWA HERITAGE AND GENEALOGICAL, HISTORICAL AND BOGRAPHICAL INTEREST. TO SEEK, ACQUIRE AND ASSEMBLE RELICS OF HISTORICAL INTEREST RELATING TO THE EXPERICENCE OF EARLY FARMING AND LIFE. TO GATHER KNOWLEDGE AND ITEMS OF INTEREST FROM FORMAL AND INFORMAL SOURCES, SUCH AS EDUCATIONAL INSTITUTIONS AND PRIVATE INTERESTED CITIZENS, THAT PRESERVES HISTORY THAT OTHERWISE MAY LIKELY NOT BE SUSTAINED. PROFESSIONAL FEES - 5,762 MAINTENANCE PROJECTS - 3,659 TRAVEL & MEETINGS - 308 PRINTING & SUPPLIES - 1,267 TOTAL - 10,996 | Description1Txt |
| Expenses1 | $10,996 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $83,404 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $83,404 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $83,404 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,251 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $82,153 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,108 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,996 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $10,996 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $10,996 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $10,996 | RemainingDistriFromCorpusAmt |
| Total Corpus | $10,996 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2020-05-15 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $10,996 | CurrentYearAmt |
| Year1 | $695 | Year1Amt |
| Year2 | $1,948 | Year2Amt |
| Year3 | $2,620 | Year3Amt |
| Total | $16,259 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $10,996 | CurrentYearAmt |
| Year1 | $695 | Year1Amt |
| Year2 | $1,948 | Year2Amt |
| Year3 | $2,620 | Year3Amt |
| Total | $16,259 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,739 | CurrentYearAmt |
| Year1 | $307 | Year1Amt |
| Year2 | $84 | Year2Amt |
| Year3 | $91 | Year3Amt |
| Total | $3,221 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | Address Line2ContributorUSAddress/AddressLine2Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| ROBERT IRA SIDDALL | |||||||
| 1 | 7185 SOUTH DURANGE DR | STE 109 | LAS VEGAS | NV | 89113 | $40,000 | Yes (X) |
| SELECT ENTERPRISES INC | |||||||
| 2 | 7185 S DURANGO DR | UNIT 109 | LAS VEGAS | NV | 89113 | $25,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $600 | Amt |
| Net Investment Income | $300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $300 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| CHARITABLE CONTRIBUTIONS | $200 | $200 |
| CHECK CHARGES | $28 | $28 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $10,924 | Amt |
| Net Investment Income | $5,462 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,462 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PENALTY | CategoryTxt |
| Amt | $250 | Amt |
| Net Investment Income | $250 | NetInvestmentIncomeAmt |