LODESTAR PHILANTHROPIC FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LODESTAR PHILANTHROPIC FOUNDATION (EIN 20-4480084)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-10
- IRS object ID
- 201733149349101303
- Schema version
- 2016v3.1
- 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
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-10T14:28:06-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204480084 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Lodestar Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | LODE | BusinessNameControlTxt |
| Phone | 6029562699 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4455 East Camelback Road 215A | AddressLine1Txt |
| City | Phoenix | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOIS SAVAGE | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 6029562699 | PhoneNum |
| Signature | 2017-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520173145000007 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-10 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9D59D74B225D538E4555D08F8D8ED29667824494 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 259C731B7C7CCB55DA46458F0098BC0D5A2501CB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $223,151 | 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 | $1,168,668 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $396 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $396 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,617 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,617 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,283 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $688,047 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $423,016 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,169,398 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $425,029 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $221,047 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $221,047 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,982 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $764 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $764 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $53,592 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $53,592 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,720 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $1,720 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,184 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $134 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,050 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $293,289 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $134 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $291,173 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $690,060 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $690,060 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $983,349 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $134 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $981,233 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $186,049 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $424,895 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $30,983 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $51,576 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,576 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $165,456 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $171,575 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $30,983 | TotalAssetsBOYAmt |
| Total Assets EOY | $217,032 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $223,151 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $30,983 | RetainedEarningBOYAmt |
| Retained Earning EOY | $217,032 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,983 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $217,032 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,983 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $217,032 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,983 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $186,049 | ExcessRevenueOverExpensesAmt |
| Subtotal | $217,032 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $217,032 | 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 |
| Gross Sales Price | $688,047 | GrossSalesPriceAmt |
| Cost Or Other Basis | $265,031 | CostOrOtherBasisAmt |
| Gain Or Loss | $423,016 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $423,016 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $423,016 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $844,880 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $78,084 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 10.820142 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,144,140 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $107,148 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 10.678127 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $981,776 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $150,837 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 6.508854 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,544,534 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $187,510 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 8.237075 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $800,763 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $215,663 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 3.713029 | DistributionYr5Rt |
| Total Distribution | 39.957227 | TotalDistributionRt |
| Average Distribution | 7.991445 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $122,620 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $979,911 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,249 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $984,160 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $981,233 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,498 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,498 | SubtotalAmt |
| Tax Based On Investment Income | $8,498 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $7,498 | AppliedToEsTaxAmt |
| Total Payments And Credits | $8,498 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
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 | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| I Jerome Hirsch | ||||||||
| 4455 East Camelback Road 215A | Phoenix | AZ | 85018 | Dir / Sec | 5.0 | $0 | $0 | $0 |
| Lois Savage | ||||||||
| 4455 East Camelback Road 215A | Phoenix | AZ | 85018 | Pres | 5.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| La Piana Consulting | |||||
| 5858 Horton Street Suite 272 | Emeryville | CA | 946082007 | Philanthropic | $115,107 |
| Beaconfire-Red | |||||
| 2300 Clarendon Blvd Ste 925 | Arlington | VA | 22201 | Philanthropic | $87,901 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $42,354 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $82,133 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $124,487 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $124,487 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,867 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $122,620 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,131 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,131 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,498 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,498 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $981,233 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $981,233 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $981,233 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $789,980 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,543,366 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $974,234 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,143,255 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $842,940 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,293,775 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $981,233 | QualifyingDistributionsAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $981,233 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,275,008 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $789,980 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,485,028 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,543,366 | ExcessFromYear4Amt |
| Excess From Year3 | $974,234 | ExcessFromYear3Amt |
| Excess From Year2 | $1,143,255 | ExcessFromYear2Amt |
| Excess From Year1 | $842,940 | ExcessFromYear1Amt |
| Excess From Current Year | $981,233 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | I Jerome Hirsch | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 501CTECH INC | |||||||
| 2001 S ST NW STE 630 | WASHINGTON | DC | 20009 | N/A | PC | Merger with Tech Impact | $25,000 |
| AMERICAN FRIENDS OF FORUM 2000 INC | |||||||
| 380 LEXINGTON AVE 17TH FL | NEW YORK | NY | 10168 | N/A | PC | General & Unrestricted | $25,000 |
| ARIZONA COALITION TO END HOMELESSNESS 01-01-98 | |||||||
| 141 E PALM LN STE 105 | PHOENIX | AZ | 85004 | N/A | PC | Charitable Event | $2,500 |
| ARIZONA COMMUNITY FOUNDATION - SOCIAL VENTURE PART | |||||||
| 2201 E CAMELBACK RD STE 405B | PHOENIX | AZ | 85016 | N/A | PC | General & Unrestricted | $5,500 |
| ARIZONA GRANTMAKERS FORUM | |||||||
| 2201 E CAMELBACK RD 405B | PHOENIX | AZ | 85016 | N/A | PC | AGF participation in the ABJ Corporate Philanthropy Event | $2,500 |
| ARIZONA GRANTMAKERS FORUM | |||||||
| 2201 E CAMELBACK RD 405B | PHOENIX | AZ | 85016 | N/A | PC | 2017 Small/Family Foundations Affinity Group Grant | $2,500 |
| ARIZONA WOMENS BOARD | |||||||
| 5921 E INDIAN BEND RD | PARADISE VLY | AZ | 85253 | N/A | PC | General & Unrestricted | $5,000 |
| ARKANSAS FOODBANK | |||||||
| 4301 W 65TH ST | LITTLE ROCK | AR | 72209 | N/A | PC | Merger of the Arkansas Food Bank and Arkansas Rice Depot | $15,000 |
| ASSOCIATION OF SMALL FOUNDATIONS DBA EXPONENT PHIL | |||||||
| 1720 N ST NW | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $5,000 |
| BARROW NEUROLOGICAL FOUNDATION | |||||||
| 350 W THOMAS RD | PHOENIX | AZ | 85013 | N/A | PC | BNI-ASU Brain Tumor Collaboration | $10,000 |
| CANCER SUPPORT COMMUNITY-ARIZONA | |||||||
| 360 E PALM LN | PHOENIX | AZ | 85004 | N/A | PC | Charitable Event | $10,000 |
| CIRCLE THE CITY | |||||||
| 333 W INDIAN SCHOOL RD | PHOENIX | AZ | 85013 | N/A | PC | General Operations | $5,000 |
| EXPERIENCE MATTERS CONSORTIUM INC | |||||||
| 360 E CORONADO RD STE 170 | PHOENIX | AZ | 85004 | N/A | PC | General & Unrestricted | $5,000 |
| HA P I | |||||||
| 7810 E MONTEBELLO AVE | SCOTTSDALE | AZ | 85250 | N/A | PC | Good Works Grant Writing Project | $5,400 |
| HOMEWARD BOUND | |||||||
| 2302 W COLTER ST | PHOENIX | AZ | 85015 | N/A | PC | General & Unrestricted | $1,000 |
| HUMAN SERVICES COUNCIL OF NEW YORK CITY | |||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $5,000 |
| INSTITUTE FOR EASTWEST STUDIES INC | |||||||
| 11 E 26TH ST 20TH FL | NEW YORK | NY | 10010 | N/A | PC | General Operations | $10,000 |
| JOHN JAY COLLEGE FOUNDATION INC | |||||||
| 524 W 59TH ST | NEW YORK | NY | 10019 | N/A | PC | Mozart Academy | $10,000 |
| K2 ADVENTURES FOUNDATION | |||||||
| 20707 N PIMA RD STE L130 | SCOTTSDALE | AZ | 85255 | N/A | PC | Tanzania School Basketball Court | $19,000 |
| ONE HEN INC | |||||||
| 1111A BILTMORE DR | NASHVILLE | TN | 37204 | N/A | PC | America Scores/One Hen Inc. Merger | $25,000 |
| PHILADELPHIA FOUNDATION | |||||||
| 1234 MARKET ST STE 1800 | PHILADELPHIA | PA | 19107 | N/A | PC | The Greater Philadelphia Repositioning Initiative | $10,000 |
| PRESCOTT COLLEGE INC | |||||||
| 220 GROVE AVE | PRESCOTT | AZ | 86301 | N/A | PC | Merger with Fielding University | $50,000 |
| SCIWORKS THE SCIENCE CENTER AND ENVIRONMENTAL PARK | |||||||
| 400 HANES MILL RD | WINSTON SALEM | NC | 27105 | N/A | PC | Challenge grant for the merger of SciWorks and The Children's Museum of Winston-Salem | $25,000 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY 23RD FL | NEW YORK | NY | 10018 | N/A | PC | 2016 Annual Administrative Grant - Q1 Payment | $25,000 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY 23RD FL | NEW YORK | NY | 10018 | N/A | PC | SeaChange 2016 Q2 & Q3 Annual Administrative Grant | $50,000 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY 23RD FL | NEW YORK | NY | 10018 | N/A | PC | SeaChange 2016 Q4 Annual Administrative Grant | $25,000 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY 23RD FL | NEW YORK | NY | 10018 | N/A | PC | Boston Harbor Association - Boston Harbor Island Alliance | $8,889 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY 23RD FL | NEW YORK | NY | 10018 | N/A | PC | Academy for Systemic Change -Sustainability Institute | $4,444 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY 23RD FL | NEW YORK | NY | 10018 | N/A | PC | BHCare -PCRC Project | $17,778 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY 23RD FL | NEW YORK | NY | 10018 | N/A | PC | Chris4Life - CCA Merger | $6,667 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY 23RD FL | NEW YORK | NY | 10018 | N/A | PC | Elderserve - Guardiacare Project | $13,333 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY 23RD FL | NEW YORK | NY | 10018 | N/A | PC | FQHC IPA Collaboration Project | $13,333 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY 23RD FL | NEW YORK | NY | 10018 | N/A | PC | Gender- International Center for Research on Women | $1,778 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY 23RD FL | NEW YORK | NY | 10018 | N/A | PC | MAP for Nonprofits - NAF (second grant) Project | $8,889 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY 23RD FL | NEW YORK | NY | 10018 | N/A | PC | MAP for Nonprofits - Nonprofits Assistance Fund | $3,556 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY 23RD FL | NEW YORK | NY | 10018 | N/A | PC | Marklund -Little Angels Project | $22,222 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY 23RD FL | NEW YORK | NY | 10018 | N/A | PC | Merger of CommCap, CHIF and Greater New Haven Project | $13,333 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY 23RD FL | NEW YORK | NY | 10018 | N/A | PC | Merger of UWCND and UNKW Project | $3,549 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY 23RD FL | NEW YORK | NY | 10018 | N/A | PC | Mile High Community Loan Fund - Funding Partners for Housing Solutions Project | $8,889 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY 23RD FL | NEW YORK | NY | 10018 | N/A | PC | Olive Crest -Youth for Christ Project | $13,333 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY 23RD FL | NEW YORK | NY | 10018 | N/A | PC | People Assisting The Homeless (PATH) Casa Esperanza Project | $8,889 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY 23RD FL | NEW YORK | NY | 10018 | N/A | PC | Rivanna Conservation Society - StreamWatch Project | $6,667 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY 23RD FL | NEW YORK | NY | 10018 | N/A | PC | Rush Hour Concerts -International Music Foundation Project | $17,778 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY 23RD FL | NEW YORK | NY | 10018 | N/A | PC | SouthSTAR Service and New Hope Center merger | $8,889 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY 23RD FL | NEW YORK | NY | 10018 | N/A | PC | West Wisconsin Land Trust Merger Project | $4,444 |
| SYNERGOS INSTITUTE INC | |||||||
| 3 E 54TH ST 14TH FL | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $40,000 |
| THE PHILANTHROPY WORKSHOP WEST | |||||||
| ONE LETTERMAN DR BLDG D STE D | SAN FRANCISCO | CA | 94129 | N/A | PC | General & Unrestricted | $10,000 |
| THIRD SECTOR NEW ENGLAND INC | |||||||
| 89 S ST STE 700 | BOSTON | MA | 02111 | N/A | PC | Nonprofit Centers Network challenge grant | $25,000 |
| VALLEY OF THE SUN UNITED WAY | |||||||
| 3200 E CAMELBACK RD STE 375 | PHOENIX | AZ | 85018 | N/A | PC | VSUW general operations and Jewish Familty & Children's Services divison | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $690,060 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $396 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,617 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,283 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $730 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $730 | TotalIncomeProducingActyAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Hirsh I Jerome | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4455 East Camelback Road | AddressLine1Txt |
| City | Phoenix | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,168,169 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | DFA JAPAN SMALL CO PT DFJSX, 16738.902 sh. | $368,758 | 2016-09-07 |
| 1 | SPECTRUM BRANDS HOLDINGS INC SPB, 1723 sh. | $196,767 | 2016-06-27 |
| 2 | ALTRIA GROUP INC MO, 2097 sh. | $131,723 | 2016-11-18 |
| 2 | CHARLES SCHWAB CORP SCHW, 4169 sh. | $155,921 | 2016-11-18 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTRIA GROUP INC | $81,471 | $87,703 |
| DFA JAPAN SMALL CO PT | $83,985 | $83,872 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2016, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $690,060. This amount represents over 25% of the Foundation's net assets of $30,983 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2016. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $5,214 | $5,214 | |
| Bank Charges | $134 | $134 | |
| Foundation Dues & Memberships | $5,270 | $5,270 | |
| State or Local Filing Fees | $10 | $10 | |
| Website Hosting/Support | $1,639 | $1,639 | |
| CREDIT CARD ANNUAL FEES | $50 | $50 | |
| REGISTERED AGENT FEES | $231 | $231 | |
| EQUIPMENT MAINTENANCE | $1,636 | $1,636 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Philanthropic Consulting Srvcs | $212,770 | $212,770 |
| Website Development | $8,277 | $8,277 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2016 | $1,000 |
| 990-PF Excise Tax for 2015 | $982 |
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