STAR FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
STAR FAMILY FOUNDATION (EIN 46-1477949)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-14
IRS object ID
202213189349106296
Schema version
2021v4.2
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)
Return2022-11-14T17:11:35-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363963131PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MANN WEITZ & ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 DEER LAKE ROAD SUITE 125AddressLine1Txt
CityDEERFIELDCityNm
State AbbreviationILStateAbbreviationCd
ZIP60015ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461477949EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STAR FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTARBusinessNameControlTxt
Phone3123464100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line175 STEEPLECHASE DRAddressLine1Txt
CityASPENCityNm
State AbbreviationCOStateAbbreviationCd
ZIP81611ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES A STARPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3123464100PhoneNum
Signature2022-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAMESPersonFirstNm
Person LastSTARPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonELLYN SAMSKYPreparerPersonNm
PTINP00626208PTIN
Phone8472673400PhoneNum
Preparation2022-11-09PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$25,666,025FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$219,248ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$166,033DividendsRevAndExpnssAmt
Dividends Net Invst Incm$166,033DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$855,089NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,394,865GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$855,089CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$917OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$917OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,241,287TotalRevAndExpnssAmt
Total Net Invst Incm$1,022,039TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$6,733LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$3,367LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$3,366LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,600AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,600AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$21,163TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,293OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,293OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$38,389TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,260TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,966TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,100,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,100,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,138,389TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,260TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,106,966TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$102,898ExcessRevenueOverExpensesAmt
Net Investment Income$1,011,779NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,708,844SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,364,936SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,364,936SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$4,000PrepaidExpensesBOYAmt
Prepaid Expenses EOY$21,337PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$21,337PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$5,726,867CorporateStockBOYAmt
Corporate Stock EOY$6,618,845CorporateStockEOYAmt
Corporate Stock EOYFMV$22,073,598CorporateStockEOYFMVAmt
Corporate Bonds BOY$501,495CorporateBondsBOYAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Corporate Bonds EOYFMV$0CorporateBondsEOYFMVAmt
Other Assets BOY$1,206,154OtherAssetsBOYAmt
Other Assets EOY$1,206,154OtherAssetsEOYAmt
Other Assets EOYFMV$1,206,154OtherAssetsEOYFMVAmt
Total Assets BOY$10,147,360TotalAssetsBOYAmt
Total Assets EOY$10,211,272TotalAssetsEOYAmt
Total Assets EOYFMV$25,666,025TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$10,147,360RetainedEarningBOYAmt
Retained Earning EOY$10,211,272RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$10,147,360TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,211,272TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,147,360TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,211,272TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,147,360TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$102,898ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$10,250,258SubtotalAmt
Other Decreases$38,986OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$10,211,272TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SALE OF PUBLICLY TRADED SECURITIES2021-01-11$560,139$501,494$58,645$58,645
SALE OF PUBLICLY TRADED SECURITIES2021-02-26$469,771$344,623$125,148$125,148
SALE OF PUBLICLY TRADED SECURITIES2021-12-31$1,364,955$693,659$671,296$671,296
FieldValueIRS element (for citing)
Capital Gain Net Income$855,089CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$14,064InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$14,064SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$14,064TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$21,337EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$21,337TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$7,273OverpaymentAmt
Applied To ES Tax$7,273AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJAMES A STARIndividualWithBooksNm
Phone3123464100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line175 STEEPLECHASE DRAddressLine1Txt
CityASPENCityNm
State AbbreviationCOStateAbbreviationCd
ZIP81611ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES A STAR
75 STEEPLECHASE DRASPENCO81611PRESIDENT/TREASURER0.00$0$0$0
SARA CROWN STAR
75 STEEPLECHASE DRASPENCO81611SECRETARTY/DIRECTOR0.00$0$0$0
DAN L DREXLER
222 NLASALLE ST SUITE 2000CHICAGOIL60601DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$22,026,171AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,100,736AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$24,126,907TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$24,126,907AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$361,904CashDeemedCharitableAmt
Net Vl Noncharitable Assets$23,765,003NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,188,250MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,188,250MinimumInvestmentReturnAmt
Tax Based On Investment Income$14,064TaxBasedOnInvestmentIncomeAmt
Total Tax$14,064TotalTaxAmt
Distributable Before Adj$1,174,186DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,174,186DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,174,186DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,106,966ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,106,966QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,174,186DistributableAsAdjustedAmt
Undistributed Income PY$887,270UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,106,966QualifyingDistributionsAmt
Applied To Year1$887,270AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$219,696AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$954,490UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJAMES A STARContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ASPEN COMMUNITY FOUNDATION
455 GOLD RIVERS COURT 515BASALTCO81621N/A501 (C)(3) PUBLIC CHCHARITABLE CONTRIBUTION$400,000
CHICAGO CARES INC
2 N RIVERSIDE PLAZA NO 1800CHICAGOIL60606N/A501 (C)(3) PUBLIC CHCHARITABLE CONTRIBUTION$100,000
HARVARD UNIVERSTIY
MASSACHUSETTS HALLCAMBRIDGEMA02138N/A501 (C)(3) PUBLIC CHCHARITABLE CONTRIBUTION$250,000
MISERICORDIA HEART OF MERCY
6300 N RIDGE AVECHICAGOIL60660N/A501 (C)(3) PUBLIC CHCHARITABLE CONTRIBUTION$75,000
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS
5807 S WOODLAWN AVECHICAGOIL60637N/A501 (C)(3) PUBLIC CHCHARITABLE CONTRIBUTION$250,000
US HOLOCAUST MEMORAL MUSEUM
100 RAOUL WALLENBERG PLACE SWWASHINGTONDC20024N/A501 (C)(3) PUBLIC CHCHARITABLE CONTRIBUTION$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,100,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$166,033ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$917ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$855,089ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,022,039ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,022,039TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJAMES A STARContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line175 STEEPLECHASE DRAddressLine1Txt
CityASPENCityNm
State AbbreviationCOStateAbbreviationCd
ZIP81611ZIPCd
FieldValueIRS element (for citing)
Total Contributions$219,247TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property3,405 SHARES OF DLOCAL LTDNoncashPropertyDesc
Fair Market Value$219,247FairMarketValueAmt
Received2021-09-10ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$7,200Amt
Net Investment Income$3,600NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,600DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
J.P MORGAN CHASE EQUITY$4,868,847$20,323,600
BOMBAS LLC$1,749,998$1,749,998

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$6,733LegalFeesAmt
Net Investment Income$3,367NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,366DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescUNREALIZED APPRECIATIONDesc
BOY Book Value$1,206,154BOYBookValueAmt
EOY Book Value$1,206,154EOYBookValueAmt
EOYFMV$1,206,154EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescRETURN OF CAPITAL ADJUSTMENTDesc
Amt$38,986Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEES & COMMISSIONS$3,292$3,292$0
CURRENCY EXCHANGE LOSS$1$1$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INVESTMENT INCOMEDesc
Revenue And Expenses Per Books$917RevenueAndExpensesPerBooksAmt
Net Investment Income$917NetInvestmentIncomeAmt
Adjusted Net Income$917AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$21,163Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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