HOPE STAR FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HOPE STAR FOUNDATION (EIN 80-6198680)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202533189349105308
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T17:37:55-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 FREMONT ST4000 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 806198680 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOPESTAR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOPE | BusinessNameControlTxt |
| Phone | 7042591031 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 428 EAST 4TH STREET 408 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH H STAR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7042591031 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL L HALL | PreparerPersonNm |
| PTIN | P00904498 | PTIN |
| Phone | 4157812500 | PhoneNum |
| Preparation | 2025-11-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $321,144 | 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 | $234,650 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,222 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,222 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $135,000 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $186,215 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $135,000 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $371,872 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $137,222 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $53,859 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $53,859 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $10,960 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $10,960 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $100,265 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $150 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $100,115 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,228 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $17,881 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $17,881 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,602 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,602 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $202,795 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $150 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $197,417 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $121,883 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $121,883 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $324,678 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $150 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $319,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $47,194 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $137,072 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $95,617 | CashBOYAmt |
| Cash EOY | $120,574 | CashEOYAmt |
| Cash EOYFMV | $120,574 | CashEOYFMVAmt |
| Acct Rcvbl | $3,264 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,014 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $3,264 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,264 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $300,093 | CorporateStockBOYAmt |
| Corporate Stock EOY | $37,277 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $153,755 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $160,303 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $116,752 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $48,779 | LandBOYAmt |
| Land EOY | $43,551 | LandEOYAmt |
| Land EOYFMV | $43,551 | LandEOYFMVAmt |
| Total Assets BOY | $445,503 | TotalAssetsBOYAmt |
| Total Assets EOY | $204,666 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $321,144 | TotalAssetsEOYFMVAmt |
| Deferred Revenue BOY | $78,150 | DeferredRevenueBOYAmt |
| Loans From Officers BOY | $1,349 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $1,349 | LoansFromOfficersEOYAmt |
| Other Liabilities BOY | $3,075 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,624 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $82,574 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,973 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $362,929 | RetainedEarningBOYAmt |
| Retained Earning EOY | $198,693 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $362,929 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $198,693 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $445,503 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $204,666 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $362,929 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $47,194 | ExcessRevenueOverExpensesAmt |
| Other Increases | $170 | OtherIncreasesAmt |
| Subtotal | $410,293 | SubtotalAmt |
| Other Decreases | $211,600 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $198,693 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $186,215 | GrossSalesPriceAmt |
| Cost Or Other Basis | $51,215 | CostOrOtherBasisAmt |
| Gain Or Loss | $135,000 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $135,000 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $135,000 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,905 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,905 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,905 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,264 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,264 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,359 | OverpaymentAmt |
| Applied To ES Tax | $1,359 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7042591031 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 428 EAST 4TH STREET SUITE 408 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (1) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH H STAR | ||||||||
| 428 EAST 4TH STREET SUITE 408 | CHARLOTTE | NC | 28202 | TRUSTEE | 40.00 | $0 | $0 | $0 |
| JULIA R WINER | ||||||||
| 428 EAST 4TH STREET SUITE 408 | CHARLOTTE | NC | 28202 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| BENJAMIN D WINER | ||||||||
| 428 EAST 4TH STREET SUITE 408 | CHARLOTTE | NC | 28202 | TRUSTEE | 10.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOANNA DILMAGHANI | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 428 E 4TH STREET 408 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE PROGRAM AS | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $53,859 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $200,812 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $113,964 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $43,551 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $358,327 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $358,327 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,375 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $352,952 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,648 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,648 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,905 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,905 | TotalTaxAmt |
| Distributable Before Adj | $15,743 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $15,743 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $15,743 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $319,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $319,300 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,743 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $310,862 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $262,115 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $34,446 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $102,679 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,617 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $724,719 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $319,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,743 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $303,557 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,028,276 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $310,862 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $717,414 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $262,115 | ExcessFromYear4Amt |
| Excess From Year3 | $34,446 | ExcessFromYear3Amt |
| Excess From Year2 | $102,679 | ExcessFromYear2Amt |
| Excess From Year1 | $14,617 | ExcessFromYear1Amt |
| Excess From Current Year | $303,557 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELIZABETH H STAR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ELIZABETH H STAR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 428 EAST 4TH STREET SUITE 408 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7043330568 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFP CHARLOTTE | |||||||
| PO BOX 11131 | CHARLOTTE | NC | 28220 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $500 |
| AMERICAN RED CROSS | |||||||
| 2425 PARK RD | CHARLOTTE | NC | 28203 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $518 |
| CAROLINAS COLLABORATIVE | |||||||
| 613 E MCBEE AVE | GREENVILLE | SC | 29601 | N/A | PC | LAUNCHED IN 2010, THE INSTITUTE FOR CHILD SUCCESS (ICS) IS AN INDEPENDENT RESEARCH AND APPLIED POLICY ORGANIZATION. ICS WORKS TO CREATE A CULTURE THAT FACILITATES AND FOSTERS THE SUCCESS OF ALL CHILDREN. ICS SUPPORTS POLICYMAKERS, SERVICE PROVIDERS, GOVERNMENT AGENCIES, FUNDERS, AND BUSINESS LEADERS FOCUSED ON EARLY CHILDHOOD DEVELOPMENT, HEALTHCARE, AND EDUCATION, WITH THE GOAL OF IMPROVING THE LIVES OF YOUNG CHILDREN PRENATAL TO AGE EIGHT AND THEIR FAMILIES. ICS HELPS YOUNG CHILDREN SUCCEED BY WORKING WITH STAKEHOLDERS TO SEEK HOLISTIC SOLUTIONS TO COMPLEX EARLY CHILDHOOD CHALLENGES. | $2,500 |
| CHARLOTTE BALLET | |||||||
| 701 N TRYON ST | CHARLOTTE | NC | 28202 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $250 |
| CHARLOTTE MECKLENBURG LIBRARY FOUNDATION | |||||||
| 310 N TRYON ST | CHARLOTTE | NC | 28202 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $250 |
| CHILD CARE AWARE OF AMERICA SYMPOSIUM | |||||||
| 1515 NORTH COURTHOUSE RD 3RD FL | ARLINGTON | VA | 22201 | N/A | PC | WE ADVANCE A CHILD CARE SYSTEM THAT EFFECTIVELY SERVES ALL CHILDREN AND FAMILIES. OUR WORK IS STRENGTHENED BY A NATIONAL NETWORK OF CHILD CARE RESOURCE AND REFERRAL AGENCIES AND DIVERSE MEMBERS AND PARTNERS. | $2,500 |
| CONGREGATION BETH HATEPHILA | |||||||
| 43 N LIBERTY ST | ASHEVILLE | NC | 28801 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $103 |
| EAST CAROLINA UNIVERSITY (ECU) | |||||||
| FINANCIAL SERV 203 1000 E 5TH ST | GREENVILLE | NC | 27858 | N/A | PC | PROVIDING CULTURAL ENRICHMENT AND POWERFUL INSPIRATION AS WE WORK TO SUSTAIN AND IMPROVE QUALITY OF LIFE. | $5,000 |
| HEALTHCONNECT ONE (NURTURE NC) | |||||||
| 227 W MONROE ST | CHICAGO | IL | 60606 | N/A | PC | HEALTHCONNECT ONE (HC ONE) IS THE NATIONAL LEADER IN ADVANCING EQUITABLE, COMMUNITY-BASED, PEER-TO-PEER SUPPORT FOR PREGNANCY, BIRTH, BREASTFEEDING, AND EARLY PARENTING. | $23,500 |
| KELLIN FOUNDATION | |||||||
| 4010 WALKER AVE | GREENSBORO | NC | 27403 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $84 |
| LOAVES AND FISHES | |||||||
| 648 GRIFFITH RD SUITE B | CHARLOTTE | NC | 28217 | N/A | PC | TO NOURISH OUR NEIGHBORS WITH FOOD AND COMPASSION. | $100 |
| NATIONAL WIC ASSOCIATION | |||||||
| 1099 14TH ST NW SUITE 510E | WASHINGTON | DC | 20005 | N/A | PC | THE NATIONAL WIC ASSOCIATION PROVIDES ITS MEMBERS WITH TOOLS AND LEADERSHIP TO EXPAND AND SUSTAIN EFFECTIVE NUTRITION SERVICES FOR MOTHERS AND YOUNG CHILDREN. | $1,000 |
| NC ADMINISTRATIVE OFFICE OF THE COURTS | |||||||
| PO BOX 2448 | RALEIGH | NC | 27602 | N/A | GOV | TO HELP THE STATE'S COURT SYSTEM RUN MORE EFFICIENTLY AND EFFECTIVELY. | $600 |
| NC EARLY CHILDHOOD FOUNDATION | |||||||
| 514 DANIELS ST 173 | RALEIGH | NC | 27605 | N/A | PC | TO MARSHAL NORTH CAROLINA'S GREAT PEOPLE, IDEAS, AND ACHIEVEMENTS TO ENSURE EQUITABLE ACCESS TO OPPORTUNITY AND SUCCESS FOR EVERY CHILD BY THE END OF THIRD GRADE. | $511 |
| NC HEALTH NEWS | |||||||
| PO BOX 2573 | CHAPEL HILL | NC | 27515 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $207 |
| NC PHILANTHROPY LIAISON (NC OSP) | |||||||
| 116 W JONES ST | RALEIGH | NC | 27603 | N/A | PC | THE NORTH CAROLINA OFFICE OF STATE BUDGET & MANAGEMENT (OSBM) DELIVERS THE HIGHEST QUALITY BUDGET DEVELOPMENT AND MANAGEMENT SERVICES FOR STATE GOVERNMENT. | $10,000 |
| NCPC (SMART START) HVPE PROGRAM | |||||||
| 1100 WAKE FOREST RD STE 300 | RALEIGH | NC | 27604 | N/A | PC | ADVANCE A HIGH QUALITY, COMPREHENSIVE, ACCOUNTABLE EARLY CHILDHOOD SYSTEM THAT BENEFITS EACH CHILD IN NORTH CAROLINA BEGINNING WITH A HEALTHY BIRTH. | $500 |
| NURTURE NC | |||||||
| 227 W MONROE ST | CHICAGO | IL | 60606 | N/A | PC | UNRESTRICTED CHARITABLE GRANT | $51,500 |
| SAFE SPACE NC | |||||||
| PO BOX 240 | LOUISBURG | NC | 27549 | N/A | PC | SAFE SPACE IS A NON-PROFIT ORGANIZATION THAT IS COMMITTED TO REDUCING RELATIONSHIP VIOLENCE AND SEXUAL ASSAULT IN FRANKLIN COUNTY, NORTH CAROLINA AND NEARBY COMMUNITIES. SINCE 1995, WE HAVE ASSISTED HUNDREDS OF DOMESTIC VIOLENCE AND SEXUAL ASSAULT SURVIVORS AND THEIR CHILDREN. | $100 |
| STANLY COMMUNITY COLLEGE FOUNDATION | |||||||
| 141 COLLEGE DR | ALBEMARLE | NC | 28001 | N/A | PC | STANLY COMMUNITY COLLEGE FOUNDATION, INC. WAS FOUNDED FOR THE PURPOSE OF SOLICITING AND COLLECTING FUNDS TO PROVIDE SCHOLARSHIPS AND AID TO STUDENTS AND FACULTY OF STANLY COMMUNITY COLLEGE AND TO PROVIDE FINANCIAL SUPPORT. | $4,350 |
| THE CENTER FOR NATIVE HEALTH INC | |||||||
| 25 WATER TOWER LN | WHITTIER | NC | 28789 | N/A | PC | THE MISSION OF THE CENTER FOR NATIVE HEALTH IS THE REDUCTION OF HEALTH DISPARITIES FOR NATIVE COMMUNITIES THROUGH ENGAGEMENT IN THE PRESERVATION AND RESPECTFUL APPLICATION OF TRADITIONAL KNOWLEDGE. | $10,000 |
| THE HACKETT CENTER POLICY ACADEMY | |||||||
| 517 BOSTON POST RD SUITE 171 | SUDBURY | MA | 01776 | N/A | PC | BELLWETHER EDUCATION PARTNERS IS A NATIONAL NONPROFIT FOCUSED ON DRAMATICALLY CHANGING EDUCATION AND LIFE OUTCOMES FOR UNDERSERVED CHILDREN. WE DO THIS BY HELPING EDUCATION ORGANIZATIONS ACCELERATE THEIR IMPACT AND BY WORKING TO IMPROVE POLICY AND PRACTICE. | $2,500 |
| YANCY COUNTY DA TRAUMA INFORMED SPACE | |||||||
| 110 TOWN SQUARE RM 11 | BURNSVILLE | NC | 28714 | N/A | GOV | REPRESENT THE STATE WITH INTEGRITY AND PROFESSIONALISM, PROTECT VICTIMS AND THEIR RIGHTS, AND PURSUE JUSTICE | $4,800 |
| YWCA CENTRAL CAROLINAS | |||||||
| 3420 PARK RD | CHARLOTTE | NC | 28209 | N/A | PC | YWCA CENTRAL CAROLINAS IS DEDICATED TO ELIMINATING RACISM, EMPOWERING WOMEN AND PROMOTING PEACE, JUSTICE, FREEDOM AND DIGNITY FOR ALL. | $510 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $121,883 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,222 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $135,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $137,222 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $137,222 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ELIZABETH H STAR | ||||||
| 1 | 428 EAST 4TH STREET SUITE 408 | CHARLOTTE | NC | 28202 | $22,500 | Yes (X) |
| KATE B REYNOLD CHARITABLE TRUST | ||||||
| 2 | 128 REYNOLDA VILLAGE WAY | WINSTONSALEM | NC | 27106 | $212,150 | Yes (X) |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| BUILD. IMRPOV. | 2017-04-01 | $49,346 | $8,488 | SL | 39.000000000000 | $1,265 | $0 |
| FF&E | 2017-04-01 | $110,957 | $103,036 | SL | 7.000000000000 | $3,963 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | ISHARES RUSSELL 3000 LISTED AT FMV | StockNm |
| EOY Book Value | $37,277 | EOYBookValueAmt |
| EOYFMV | $153,755 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILD. IMRPOV. | $49,346 | $9,753 | $39,593 | $39,593 |
| FF&E | $110,957 | $106,999 | $3,958 | $3,958 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST PRIOR YEAR GIFT TO COST BASIS | Desc |
| Amt | $211,600 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | $3,051 | $0 | $3,051 |
| OFFICE EXPENSES | $5,250 | $0 | $5,250 |
| MISCELLANEOUS EXPENSES | $166 | $0 | $166 |
| UTILITIES | $4,301 | $0 | $4,301 |
| INSURANCE | $490 | $0 | $490 |
| PAYROLL EXPENSES | $615 | $0 | $615 |
| SUPPLIES | $729 | $0 | $729 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $170 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD | Desc |
| BOY Book Value | $3,075 | BOYBookValueAmt |
| EOY Book Value | $4,624 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $14,500 | $0 | $14,500 |
| CONSULTING | $85,615 | $0 | $85,615 |
| INVESTMENT FEES | $150 | $150 | $0 |
Comments