LODESTAR PHILANTHROPIC FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LODESTAR PHILANTHROPIC FOUNDATION (EIN 20-4480084)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-30
- IRS object ID
- 202523039349101502
- 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
- General Explanation Attachment
- 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 | 2025-10-30T12:17:30-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 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 C250 | 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 | 8008391754 | PhoneNum |
| Signature | 2025-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
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 | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $530,142 | 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 | $1,636,663 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,009 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,009 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,397 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,397 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $78,333 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,484,729 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $813,853 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,722,402 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $821,259 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $110,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $110,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $9,004 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $9,004 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $75,883 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $618 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $75,265 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $43 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $16,100 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $18,979 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $18,979 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,852 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $21,852 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $251,861 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $618 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $235,100 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,362,528 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,362,528 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,614,389 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $618 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,597,628 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $108,013 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $820,641 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $217,284 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $195,030 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $195,030 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $185,001 | CorporateStockBOYAmt |
| Corporate Stock EOY | $315,268 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $335,112 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $402,285 | TotalAssetsBOYAmt |
| Total Assets EOY | $510,298 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $530,142 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $402,285 | RetainedEarningBOYAmt |
| Retained Earning EOY | $510,298 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $402,285 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $510,298 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $402,285 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $510,298 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $402,285 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $108,013 | ExcessRevenueOverExpensesAmt |
| Subtotal | $510,298 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $510,298 | 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 | $1,484,729 | GrossSalesPriceAmt |
| Cost Or Other Basis | $670,876 | CostOrOtherBasisAmt |
| Gain Or Loss | $813,853 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $813,853 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $813,853 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,407 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,407 | SubtotalAmt |
| Tax Based On Investment Income | $11,407 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,695 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,100 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $11,795 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $387 | OverpaymentAmt |
| Applied To ES Tax | $387 | AppliedToESTaxAmt |
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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 C250 | Phoenix | AZ | 85018 | Dir, Sec | 5.0 | $0 | $0 | $0 |
| Lois Savage | ||||||||
| 4455 East Camelback Road C250 | Phoenix | AZ | 85018 | Pres | 20.0 | $110,000 | $387 | $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 | $142,490 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $268,559 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $411,049 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $411,049 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,166 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $404,883 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,244 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,244 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,407 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,407 | TotalTaxAmt |
| Distributable Before Adj | $8,837 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,837 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,837 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,597,628 | 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 | $1,597,628 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,837 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $987,618 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $877,448 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,111,679 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,871,690 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,848,435 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,597,628 | QualifyingDistributionsAmt |
| Applied To Current Year | $8,837 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,588,791 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,437,226 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $1,636,663 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov To Next Yr | $4,800,563 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $228,403 | ExcessFromYear3Amt |
| Excess From Year2 | $1,111,679 | ExcessFromYear2Amt |
| Excess From Year1 | $1,871,690 | ExcessFromYear1Amt |
| Excess From Current Year | $1,588,791 | 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 (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARIZONA CENTER FOR LAW IN THE PUBLIC INTEREST | |||||||
| 352 E CAMELBACK RD STE 200 | PHOENIX | AZ | 85012 | N/A | PC | General & Unrestricted | $5,000 |
| ARIZONA COMMUNITY FOUNDATION | |||||||
| 2201 E CAMELBACK RD STE 405B | PHOENIX | AZ | 85016 | N/A | PC | General & Unrestricted | $200,000 |
| ARIZONA JUSTICE PROJECT INC | |||||||
| 4001 N 3RD ST | PHOENIX | AZ | 85012 | N/A | PC | General Operations - One Injustice Is One Too Many - Gala Event | $5,000 |
| ARIZONA JUSTICE PROJECT INC | |||||||
| 4001 N 3RD ST | PHOENIX | AZ | 85012 | N/A | PC | Larry Hammond Justice program | $75,000 |
| ARIZONA LOCAL NEWS FOUNDATION | |||||||
| 555 N CENTRAL AVE STE 302 | PHOENIX | AZ | 85004 | N/A | PC | General $ Unrestricted | $10,000 |
| ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMER | |||||||
| PO BOX 2260 | TEMPE | AZ | 85281 | N/A | PC | Voices for National Service Fund | $30,000 |
| BARROW NEUROLOGICAL FOUNDATION | |||||||
| 2910 N 3RD AVE STE 450 | PHOENIX | AZ | 85013 | N/A | PC | in support of the Pituitary Surgery Research Consortium | $36,000 |
| CALMATTERS | |||||||
| 1017 L ST 261 | SACRAMENTO | CA | 95814 | N/A | PC | The Markup fund | $37,250 |
| CITIZENS FOR RESPONSIBILITY AND ETHICS IN WASHINGT | |||||||
| 1331 F ST NW STE 900 | WASHINGTON | DC | 20004 | N/A | PC | General & Unrestricted | $25,000 |
| COMMUNITY FOUNDATION OF NORTHEAST IOWA | |||||||
| 3117 GREENHILL CIR | CEDAR FALLS | IA | 50613 | N/A | PC | Strategic Volunteer Engagement Initiative - Consulting Services for Transition of SVEI to Independent Sector | $10,000 |
| COMMUNITY FOUNDATION OF NORTHEAST IOWA | |||||||
| 3117 GREENHILL CIR | CEDAR FALLS | IA | 50613 | N/A | PC | Strategic Volunteer Engagement Initiative - Champion Initiative | $35,000 |
| CORE | |||||||
| 9219 FOX MEADOW LN | POTOMAC | MD | 20854 | N/A | PC | Researching the topic of philanthrocapitalism | $150,000 |
| DEFENDING DEMOCRACY TOGETHER INSTITUTE | |||||||
| 1100 VERMONT AVE NW 10TH FL | WASHINGTON | DC | 20005 | N/A | PC | Support for Ukraine | $25,000 |
| FLORENCE IMMIGRANT AND REFUGEE RIGHTS PROJECT INC | |||||||
| PO BOX 86299 | TUCSON | AZ | 85754 | N/A | PC | General & Unrestricted | $6,000 |
| FOUNDATION FOR NATIONAL PROGRESS | |||||||
| 222 SUTTER ST STE 600 | SAN FRANCISCO | CA | 94108 | N/A | PC | Merger Exploration - Mother Jones Magazine & The Center for Investigative Reporting | $50,000 |
| GLOBAL IMPACT | |||||||
| 2300 N ST NW STE 501A | WASHINGTON | DC | 20037 | N/A | PC | Philanthropy Together's We Give Summit | $10,000 |
| GRACE SOBER LIVING | |||||||
| 2525 E AZ BILTMORE CIR STE A113 | PHOENIX | AZ | 85016 | N/A | PC | General & Unrestricted | $10,000 |
| HARMONY PROJECT PHOENIX | |||||||
| 2 N CENTRAL AVE STE 1800 | PHOENIX | AZ | 85004 | N/A | PC | General & Unrestricted | $5,000 |
| INDEPENDENT SECTOR | |||||||
| 1602 L ST NW STE 900 | WASHINGTON | DC | 20036 | N/A | PC | Initiative for Strategic Volunteer Engagement - Integration and Operation Expenses - ISVE to Independent Sector | $38,000 |
| INDIANA UNIVERSITY FOUNDATION | |||||||
| 301 UNIVERSITY BLVD STE 3000 | INDIANAPOLIS | IN | 46202 | N/A | PC | The Legacy Library: An Environmental Scan | $75,000 |
| JEWISH COMMUNITY FOUNDATION OF GREATER PHOENIX | |||||||
| 12701 N SCOTTSDALE RD STE 201 | SCOTTSDALE | AZ | 85254 | N/A | PC | General & Unrestricted | $80,000 |
| MAINE YOUTH LEADERSHIP INC | |||||||
| PO BOX 11483 | PORTLAND | ME | 04104 | N/A | PC | General & Unrestricted | $1,000 |
| NATIONAL CONFLICT RESOLUTION CENTER | |||||||
| 530 B ST STE 1700 | SAN DIEGO | CA | 92101 | N/A | PC | General & Unrestricted | $1,000 |
| NATIONAL KIDNEY FOUNDATION INC | |||||||
| 360 E CORONADO RD STE 180 | PHOENIX | AZ | 85004 | N/A | PC | Dancing With The Stars Gala | $10,000 |
| PHOENIX COMMITTEE ON FOREIGN RELATIONS | |||||||
| 1500 E THOMAS RD STE 105 | PHOENIX | AZ | 85014 | N/A | PC | ISOS Summit Student fund | $5,000 |
| REPORTERS COMMITTEE FOR FREEDOM OF THE PRESS | |||||||
| 1156 15TH ST NW STE 1020 | WASHINGTON | DC | 20005 | N/A | PC | Administration of the Free Expression Legal Network | $25,000 |
| ROCKEFELLER PHILANTHROPY ADVISORS INC | |||||||
| 120 BROADWAY STE 3475 | NEW YORK | NY | 10271 | N/A | PC | in support of the Global Philanthropy Class at Columbia Business School | $10,000 |
| ROCKEFELLER PHILANTHROPY ADVISORS INC | |||||||
| 120 BROADWAY STE 3475 | NEW YORK | NY | 10271 | N/A | PC | in support of the Global Philanthropy Class at Columbia Business School | $10,000 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Support the collaboration between Atlas Corps and Cultural Vistas | $33,333 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | ADMINISTRATIVE FUND | $22,305 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Nonprofit Repositioning Fund | $8,000 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | ADMINISTRATIVE FUND | $19,600 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Collaboration between Global Integrity and Development Gateway | $10,667 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Collaboration between San Francisco Consumer Action and National Community Reinvestment Coalition | $8,889 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Collaboration between The Art Effect of the Hudson Valley Inc and Barrett Art Center | $28,711 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Collaboration between Ta'amod and SRE Network | $6,667 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Merger exploration between Jesuit Volunteer Corps Northwest and Jesuit Volunteer Corps | $7,111 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Collaboration between Search for Common Ground and Preemptive Love Coalition | $35,556 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | ADMINISTRATIVE FUND | $25,216 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Collaboration between Michigan Theater Foundation (DBA Marquee Arts) and Ann Arbor Summer Festival | $17,778 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Collaboration between The History Co:Lab and ReImagining Migration Inc | $9,778 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Collaboration Between Lutheran Services Florida and Lutheran Community Services Northwest | $4,444 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Merger implementation between The History Co:Lab and iThrive Games Foundation | $11,111 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Collaboration between National Coalition for a Civil Right to Council and Public Justice Center | $8,889 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Collaboration between Association House of Chicago and LUCHA | $26,667 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Collaboration between Milwaukee Neighborhood News Service and Wisconsin Watch | $11,556 |
| ST PAUL CONSERVATORY OF MUSIC | |||||||
| 1619 DAYTON AVE STE 200 | SAINT PAUL | MN | 55104 | N/A | PC | Merger Implementation Support - The St. Paul Conservatory of Music and St. Joseph's School of Music | $20,000 |
| SYNERGOS INSTITUTE INC | |||||||
| 3 EAST 54TH ST 14TH FLOOR | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $25,000 |
| THE FOUNDATION FOR RESEARCH ON EQUAL OPPORTUNITY | |||||||
| 201 W 5TH ST STE 1100 | AUSTIN | TX | 78701 | N/A | PC | General & Unrestricted | $5,000 |
| THE PHILANTHROPY WORKSHOP INC | |||||||
| 110 E 25TH ST | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $20,000 |
| WIKIMEDIA FOUNDATION INC | |||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $2,000 |
| WILDLIFE HABITAT COUNCIL INC | |||||||
| 7200 WISCONSIN AVE STE 500 | BETHESDA | MD | 20814 | N/A | PC | Merger Exploration - Wildlife Habitat Council & World Environment Center | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,362,528 | 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 | $6,009 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,397 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $78,333 | 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 | $85,739 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $85,739 | 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 | Hirsch I Jerome | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4455 E Camelback Road Suite C250 | AddressLine1Txt |
| City | Phoenix | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,636,663 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (12 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | SENTINELONE INC S, 4018 sh. | $98,682 | 2024-01-03 |
| 1 | SPDR S&P 500 ETF TRUST SPY, 500 sh. | $194,585 | 2024-01-19 |
| 1 | SPDR S&P 500 ETF TRUST SPY, 400 sh. | $203,018 | 2024-02-29 |
| 1 | MAPLEBEAR INC CART, 3667 sh. | $124,880 | 2024-04-25 |
| 1 | SPDR S&P 500 ETF TRUST SPY, 375 sh. | $204,448 | 2024-09-09 |
| 1 | SPDR S&P 500 ETF TRUST SPY, 200 sh. | $114,080 | 2024-09-25 |
| 1 | SENTINELONE INC S, 2004 sh. | $52,675 | 2024-10-22 |
| 1 | OKLO INC CLASS A OKLO, 21000 sh. | $402,815 | 2024-11-15 |
| 1 | STRIDE ORD SHS LRN, 338 sh. | $34,402 | 2024-11-18 |
| 1 | ISHARES MSCI GLOBAL GOLD MINERS ETF RING, 480 sh. | $14,429 | 2024-11-18 |
| 1 | SENTINELONE INC S, 2004 sh. | $53,998 | 2024-11-19 |
| 1 | SENTINELONE INC S, 1603 sh. | $38,653 | 2024-12-10 |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| FORM 990-PF, PART XII, LINE 7 | FORM 990-PF, PART XII, LINE 7 | ELECTION TO TREAT UNUSED PRIOR YEAR CORPUS DISTRIBUTIONS AS CURRENT YEAR CORPUS DISTRIBUTIONS PURSUANT TO TREASURY REGULATIONS SECTION 53.4942(A)-3(C)(2)(IV), THE LODESTAR FOUNDATION HEREBY ELECTS TO TREAT, AS A CURRENT DISTRIBUTION OUT OF CORPUS, THE FOLLOWING UNUSED PRIOR YEAR'S DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTIONS UNDER TREASURY REGULATIONS SECTION 53.4942(A)-3(D)(1)(III) IN SUCH PRIOR TAX YEARS: TAX YEAR: AMOUNT: 2020 $987,618 2021 $649,045 TOTAL $1,636,663 BY: LOIS SAVAGE TITLE: PRESIDENT |
| FORM 990-PF, PART XII, LINE 7 | FORM 990-PF, PART XII, LINE 7 | THE LODESTAR FOUNDATION (THE "FOUNDATION") HEREBY ELECTS TO SATISFY THE REQUIREMENTS OF INTERNAL REVENUE CODE ("CODE") SECTION 170(B)(1)(F)(II) IN RESPECT OF CONTRIBUTIONS OF PUBLICLY TRADED SECURITIES WITH A VALUE Of $1,636,663 RECEIVED IN THE TAXABLE YEAR ENDING DECEMBER 31, 2024 (THE "CONDUIT ELECTION YEAR"). TO SATISFY THE REQUIREMENTS OF CODE SECTION 170(B)(1)(F)(II), A PRIVATE NON-OPERATING FOUNDATION MUST: (A) BY THE END OF THE CONDUIT ELECTION YEAR, DISTRIBUTE ANY UNDISTRIBUTED INCOME FROM THE YEAR IMMEDIATELY PRECEDING THE CONDUIT ELECTION YEAR; (B) DISTRIBUTE, IN THE ABSENCE OF AN ELECTION UNDER CODE SECTION 4942(H)(2), ANY UNDISTRIBUTED INCOME FROM THE CONDUIT ELECTION YEAR BY THE END OF THE CONDUIT ELECTION YEAR; AND (C) MAKE QUALIFYING DISTRIBUTIONS TREATED AS DISTRIBUTIONS OUT OF CORPUS BY NO LATER THAN THE 15TH DAY OF THE THIRD MONTH OF THE TAXABLE YEAR FOLLOWING THE CONDUIT ELECTION YEAR IN AN AMOUNT EQUAL TO 100 PERCENT OF THE CONTRIBUTIONS RECEIVED BY SUCH FOUNDATION IN THE CONDUIT ELECTION YEAR. A. SATISFACTION OF MINIMUM DISTRIBUTION REQUIREMENT FOR THE CONDUIT ELECTION YEAR. AS REPORTED ON PART XII, LINE 2, COLUMN (C), THE UNDISTRIBUTED INCOME FOR THE YEAR IMMEDIATELY PRECEDING THE CONDUIT ELECTION YEAR IS $0. IN OTHER WORDS, THE FOUNDATION HAD NO UNDISTRIBUTED INCOME FOR 2023. B. TIMELY SATISFACTION OF MINIMUM DISTRIBUTION REQUIREMENT FOR THE TAXABLE YEAR FOLLOWING THE CONDUIT ELECTION YEAR. AS REPORTED ON PART XII, LINE 6F, COLUMN (D), THE UNDISTRIBUTED INCOME FOR THE CONDUIT ELECTION YEAR IS $0. IN OTHER WORDS, THE FOUNDATION HAD NO UNDISTRIBUTED INCOME FOR 2024. C. SUFFICIENT TIMELY QUALIFIED DISTRIBUTIONS MADE OUT OF CORPUS. TO SATISFY THE REQUIREMENTS OF INTERNAL REVENUE CODE SECTION 170(B)(1)(F)(II), THE FOUNDATION HAD UNTIL MARCH 15, 2025, THE 15TH DAY OF THE THIRD MONTH OF THE TAXABLE YEAR FOLLOWING THE CONDUIT ELECTION YEAR, TO MAKE DISTRIBUTIONS OUT OF CORPUS IN AN AMOUNT EQUAL TO 100 PERCENT OF THE CONTRIBUTIONS RECEIVED BY IT IN THE CONDUIT ELECTION YEAR, $1,636,663. AS REPORTED ON PART XII, LINE 7, THE FOUNDATION IS TREATING $1,636,663 AS A CURRENT DISTRIBUTION OUT OF CORPUS IN FULL SATISFACTION OF THE REQUIREMENTS OF CODE SECTION 170(B)(1)(F (II) IN RESPECT OF THE CONDUIT ELECTION YEAR. THE FOUNDATION HAS ATTACHED THE NECESSARY ELECTION, PURSUANT TO TREASURY REGULATIONS SECTION 53.4942(A)-3(C)(2)(IV), TO TREAT $1,636,663, OF ITS UNUSED PRIOR YEARS'CORPUS DISTRIBUTIONS, AS A CURRENT DISTRIBUTION OUT OF CORPUS. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN CHASE | $27,924 | $39,552 |
| OKLO INC CLASS A | $194,694 | $215,485 |
| SENTINELONE INC | $92,650 | $80,075 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | As explained below, the Foundation has no plans for dissolution. 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, 2024, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $1,362,527. This amount represents 25% or more of the Foundation's net assets of $404,310 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2024. 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 XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $11,274 | $11,274 |
| Foundation Dues & Memberships | $5,940 | $5,940 |
| DIGITAL SUBSCRIPTION | $1,712 | $1,712 |
| Office Supplies | $431 | $431 |
| Payroll Processing Fees | $1,303 | $1,303 |
| Registered Agent Fee | $300 | $300 |
| State or Local Filing Fees | $10 | $10 |
| Website Hosting/Support | $698 | $698 |
| CREDIT CARD LATE FEES | $97 | $97 |
| BANK CHARGES | $87 | $87 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $618 | $618 | |
| Philanthropic Consulting Srvcs | $72,475 | $72,475 | |
| Website Development | $2,790 | $2,790 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $7,300 |
| 990-PF Extension for 2023 | $8,800 |
Comments