LODESTAR PHILANTHROPIC FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LODESTAR PHILANTHROPIC FOUNDATION (EIN 20-4480084)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-04
- IRS object ID
- 201522169349100712
- Schema version
- 2014v5.0
- 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
- Depreciation Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-04T14:39:26-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | AddressLine1Txt |
| Address Line2 | Suite 215A | AddressLine2Txt |
| 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 | 2015-07-27 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $57,678 | 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 | $1,117,714 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $104 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $104 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,099 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $468,813 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $223,650 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,118,917 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $223,754 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $17,880 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $17,880 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $43 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $43 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,100 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $1,874 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $1,874 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $32,551 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $32,551 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $177 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $177 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,303 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $172 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,131 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $68,928 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $172 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $66,656 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,079,720 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,079,720 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,148,648 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $172 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,146,376 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$29,731 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $223,582 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $87,409 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $57,530 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $57,530 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $148 | AcctRcvblAmt |
| Acct Rcvbl EOY | $148 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $148 | AcctRcvblEOYFMVAmt |
| Total Assets BOY | $87,409 | TotalAssetsBOYAmt |
| Total Assets EOY | $57,678 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $57,678 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $87,409 | RetainedEarningBOYAmt |
| Retained Earning EOY | $57,678 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $87,409 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $57,678 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $87,409 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $57,678 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $87,409 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$29,731 | ExcessRevenueOverExpensesAmt |
| Subtotal | $57,678 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $57,678 | 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 | $468,813 | GrossSalesPriceAmt |
| Cost Or Other Basis | $245,163 | CostOrOtherBasisAmt |
| Gain Or Loss | $223,650 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $223,650 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $223,650 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $981,776 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $150,837 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 6.508854 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,544,534 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $187,510 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 8.237075 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $800,763 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $215,663 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 3.713029 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,002,283 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $258,560 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 3.876404 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $86,188 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $160,632 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.536556 | DistributionYr5Rt |
| Total Distribution | 22.871918 | TotalDistributionRt |
| Average Distribution | 4.574384 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $107,148 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $490,136 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,236 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $492,372 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,146,376 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,236 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,236 | SubtotalAmt |
| Tax Based On Investment Income | $2,236 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,200 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $36 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,236 | 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 | Phoenix | AZ | 85018 | Dir / Sec | 5.0 | $0 | $0 | $0 |
| Lois Savage | ||||||||
| 4455 East Camelback Road | Phoenix | AZ | 85018 | Pres | 5.0 | $0 | $0 | $0 |
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $108,670 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $110 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $108,780 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $108,780 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,632 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $107,148 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,357 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,357 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,236 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,236 | TotalTaxAmt |
| Distributable Before Adj | $3,121 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,121 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,121 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,146,376 | 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 | $1,146,376 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,236 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,144,140 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,121 | DistributableAsAdjustedAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $78,086 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $989,355 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $789,980 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,543,366 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $974,234 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,375,021 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,146,376 | QualifyingDistributionsAmt |
| Applied To Current Year | $3,121 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,143,255 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,518,276 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $78,086 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,440,190 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $989,355 | ExcessFromYear4Amt |
| Excess From Year3 | $789,980 | ExcessFromYear3Amt |
| Excess From Year2 | $1,543,366 | ExcessFromYear2Amt |
| Excess From Year1 | $974,234 | ExcessFromYear1Amt |
| Excess From Current Year | $1,143,255 | 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 (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALT CONSULTING | |||||||
| 211 W 3RD AVE STE 245 | PINE BLUFF | AR | 71601 | N/A | PC | Community Resource Group Merger Matching Grant | $13,000 |
| ARIZONA COALITION TO END HOMELESSNESS | |||||||
| 141 E PALM LN STE 105 | PHOENIX | AZ | 85004 | N/A | PC | General & Unrestricted | $2,500 |
| ARIZONA COMMUNITY FDN - SOCIAL VENTURE PARTNERS | |||||||
| 2201 E CAMELBACK RD STE 405B | PHOENIX | AZ | 85016 | N/A | PC | General & Unrestricted | $5,500 |
| ARIZONA WOMENS BOARD | |||||||
| 5921 E INDIAN BEND RD | PARADISE VLY | AZ | 85253 | N/A | PC | Authors Luncheon Program | $5,000 |
| ASSN OF SML FOUNDATIONS DBA EXPONENT PHILANTHROPY | |||||||
| 1720 N ST NW | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $2,500 |
| BALBOA PARK CONSERVANCY | |||||||
| 1549 EL PRADO STE 1 | SAN DIEGO | CA | 92101 | N/A | PC | Balboa Park Central Merger Matching Grant | $15,000 |
| BARROW NEUROLOGICAL FOUNDATION | |||||||
| 350 W THOMAS RD | PHOENIX | AZ | 85013 | N/A | PC | BNI-ASU Brain Tumor Collaboration Project | $10,000 |
| BRIDGESPAN GROUP | |||||||
| 2 COPLEY PL STE 3700B | BOSTON | MA | 02116 | N/A | PC | Nonprofit Collaboration Models Project | $53,000 |
| CIVIC VENTURES DBA ENCOREORG | |||||||
| PO BOX 29542 | SAN FRANCISCO | CA | 94129 | N/A | PC | Charitable Event | $5,000 |
| CRISIS NURSERY INC | |||||||
| 2334 E POLK ST | PHOENIX | AZ | 85006 | N/A | PC | La Piana Consultant Fees for the Merger Exploration Project for Crisis Nursery and Child Crisis Center | $38,100 |
| FLORENCE IMMIGRANT AND REFUGEE RIGHTS PROJECT INC | |||||||
| PO BOX 654 | FLORENCE | AZ | 85132 | N/A | PC | General & Unrestricted | $10,000 |
| FLORENCE IMMIGRANT AND REFUGEE RIGHTS PROJECT INC | |||||||
| PO BOX 654 | FLORENCE | AZ | 85132 | N/A | PC | Storytelling Video Project | $2,500 |
| GREENLIGHTS FOR NONPROFIT SUCCESS | |||||||
| 7703 N LAMAR BLVD | AUSTIN | TX | 78752 | N/A | PC | Innovation Plus Merger Project | $10,000 |
| INSTITUTE FOR EASTWEST STUDIES INC | |||||||
| 11 E 26TH ST 20TH FL | NEW YORK | NY | 10010 | N/A | PC | John Mroz Memorial Program | $25,000 |
| INTERNEWS NETWORK | |||||||
| 876 7TH ST | ARCATA | CA | 95521 | N/A | PC | Merger Project for Internews Europe and Internews US | $125,000 |
| JOHN JAY COLLEGE FOUNDATION INC | |||||||
| 619 W 54TH ST FL 7 | NEW YORK | NY | 10019 | N/A | PC | Mozart Academy | $10,000 |
| NEW MEXICO COMMUNITY FOUNDATION | |||||||
| 502 W CORDOVA RD STE 1 | SANTA FE | NM | 87505 | N/A | PC | Merger Project for Community Foundations | $30,000 |
| O'CONNOR HOUSE LLC | |||||||
| 30 N 3RD AVE | PHOENIX | AZ | 85003 | N/A | PC | General & Unrestricted | $5,000 |
| O'CONNOR HOUSE LLC | |||||||
| 30 N 3RD AVE | PHOENIX | AZ | 85003 | N/A | PC | President Vike-Freiberga Program | $5,000 |
| ROCKEFELLER PHILANTHROPY ADVISORS INC | |||||||
| 6 W 48TH ST FL 10 | NEW YORK | NY | 10036 | N/A | PC | Community Philanthropy Roadmap | $30,000 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | NYMAC Fund | $50,000 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | Collaboration Project for Bend the Arc: A Jewish Partnership for Justice and The Disability Opportunity Fund | $26,667 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | Merger Project for Cabrini Green legal Aid and Chicago Legal Advocacy for Incarcerated Mothers | $26,667 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | Merger Project for Center for Popular Democracy and Leadership Center for the Common Good | $15,111 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | Merger Project for Depression and Bipolar Support Alliance and The Balanced Mind Foundation | $8,889 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | Field Building Project | $25,000 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | Merger Project for Gilda's Club Delaware Valley and Cancer Support Philadelphia | $10,667 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | Hudson Valley Visual Art Collections Consortium (Samuel Dorsky Museum) | $6,667 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | Merger Project for Kids Included Together and All Kids, Inc. | $1,778 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | Merger Project for Literacy Coalition of Central Texas and English at Work | $1,778 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | Merger Project for Make-A-Wish America and Make-A-Wish International | $2,667 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | Merger Exploration Project for The Urban Empowerment Fund and TruFund Financial Services | $3,556 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | Merger Project for Refugee Family Services and Refugee Resettlement and Immigration Services of Atlanta | $17,778 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | Merger Project for Soliya and Search for Common Ground | $6,667 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | Merger Project for Western North Carolina Alliance, the Environmental and Conservation Organization, and the Jackson-Macon Conservation Alliance | $8,889 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | Administrative Operations | $100,000 |
| SOUTHERN CALIFORNIA GRANTMAKERS | |||||||
| 1000 N ALAMEDA ST 230 | LOS ANGELES | CA | 90012 | N/A | PC | Collaboration Exploration Project | $10,000 |
| SUPPORT MY CLUB | |||||||
| 4340 E INDIAN SCHOOL RD STE 21-578 | PHOENIX | AZ | 85018 | N/A | PC | General & Unrestricted | $10,000 |
| SYNERGOS INSTITUTE INC | |||||||
| 3 E 54TH ST 14TH FL | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $25,000 |
| SYNERGOS INSTITUTE INC | |||||||
| 3 E 54TH ST 14TH FL | NEW YORK | NY | 10022 | N/A | PC | Mexico Project | $86,700 |
| SYNERGOS INSTITUTE INC | |||||||
| 3 E 54TH ST 14TH FL | NEW YORK | NY | 10022 | N/A | PC | Convening of Philanthropic Organizations | $25,000 |
| TEACH FOR AMERICA - PHOENIX | |||||||
| 3030 N CENTRAL AVE STE 900 | PHOENIX | AZ | 85012 | N/A | PC | Charitable Event | $5,000 |
| THE PHILANTHROPY WORKSHOP WEST | |||||||
| ONE LETTERMAN DR BLDG D STE D | SAN FRANCISCO | CA | 94129 | N/A | PC | Merger Project for TPWW and Institute For Philanthropy | $88,139 |
| THIRD SECTOR NEW ENGLAND INC | |||||||
| 89 S ST STE 700 | BOSTON | MA | 02111 | N/A | PC | NonprofitsCenter Network Project | $60,000 |
| TRENDS CHARITABLE FUND | |||||||
| 4400 N SCOTTSDALE RD RM 9-928 | SCOTTSDALE | AZ | 85251 | N/A | PC | Charitable Event | $5,000 |
| VALLEY OF THE SUN UNITED WAY | |||||||
| 3200 E CAMELBACK RD STE 375 | PHOENIX | AZ | 85018 | N/A | PC | Tocqueville Society | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,079,720 | 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 | $104 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| 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 | $1,099 | 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 | $1,203 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,203 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| Hirsch Investment Co LLC | |||||||
| 1 | c/o J Hirsch 4455 E CAMELBACK RD | Phoenix | AZ | 85018 | $216,394 | Yes (X) | |
| Hirsch I Jerome | |||||||
| 2 | 4455 East Camelback Road | Phoenix | AZ | 85018 | $901,320 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | SIGMA ALDRICH CORP SIAL, 1596 sh. | $216,394 | 2014-11-14 |
| 2 | ISHARES MSCI IRELAND CAPPED EIRL, 1365 sh. | $50,573 | 2014-06-03 |
| 2 | NEW IRELAND FUND INC IRL, 6796 sh. | $94,159 | 2014-06-03 |
| 2 | THIRD AVENUE FUND INC COMMON TAVFX, 1786 sh. | $106,588 | 2014-06-03 |
Depreciation Schedule DepreciationSchedule
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $5,318 | $5,318 | |
| Bank Charges | $172 | $172 | |
| Foundation Dues & Memberships | $7,685 | $7,685 | |
| REGISTERED AGENT FEES | $304 | $304 | |
| State or Local Filing Fees | $10 | $10 | |
| Website Hosting/Support | $714 | $714 | |
| ANNUAL CREDIT CARD FEES | $100 | $100 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING SERVICES | CategoryTxt |
| Amt | $17,880 | Amt |
| Disbursements Charitable Prps | $17,880 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2014 | CategoryTxt |
| Amt | $2,100 | Amt |
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