LODESTAR PHILANTHROPIC FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LODESTAR PHILANTHROPIC FOUNDATION (EIN 20-4480084)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201433179349101513
- Schema version
- 2013v3.1
- 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 Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T15:41:38-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| Address Line2 | Suite 215A | AddressLine2 |
| City | Phoenix | City |
| State | AZ | State |
| ZIP Code | 85018 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lois Savage | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 6029562699 | PhoneNum |
| Signature | 2014-11-04 | 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 | 6029562699 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $87,409 | 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 | $964,909 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16 | InterestOnSavNetInvstIncmAmt |
| Total Rev And Expnss | $964,925 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $15,300 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $15,300 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $6 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $6 | InterestNetInvstIncmAmt |
| Occupancy Rev And Expnss | $2,112 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $2,112 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $25,230 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $25,230 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $807 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $807 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,197 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $39 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,158 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $56,652 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $56,607 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $925,169 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $925,169 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $981,821 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $981,776 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,896 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $104,305 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $87,409 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $87,409 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $104,305 | TotalAssetsBOYAmt |
| Total Assets EOY | $87,409 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $87,409 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $104,305 | RetainedEarningBOYAmt |
| Retained Earning EOY | $87,409 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $104,305 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $87,409 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $104,305 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $87,409 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $104,305 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,896 | ExcessRevenueOverExpensesAmt |
| Subtotal | $87,409 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $87,409 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,544,534 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $187,510 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 8.237075 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $800,763 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $215,663 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 3.713029 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,002,283 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $258,560 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 3.876404 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $86,188 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $160,632 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.536556 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 16.363064 | TotalDistributionRt |
| Average Distribution | 3.272613 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $150,837 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $493,631 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $493,631 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $981,776 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $0 | SubtotalAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,496 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,496 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,496 | OverpaymentAmt |
| Applied To ES Tax | $100 | AppliedToESTaxAmt |
| Refund | $1,396 | RefundAmt |
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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8003911754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| I Jerome Hirsch | ||||||
| 4455 East Camelback Road ste 215A | Phoenix | AZ | 85018 | Dir / Sec | 30.0 | $0 |
| Lois Savage | ||||||
| 4455 East Camelback Road Ste 215A | Phoenix | AZ | 85018 | Pres | 5.0 | $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 | $153,134 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $153,134 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $153,134 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,297 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $150,837 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,542 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,542 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $7,542 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,542 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,542 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $981,776 | 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 | $981,776 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $981,776 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,542 | DistributableAsAdjustedAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $78,086 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $989,355 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $789,980 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,543,366 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,400,787 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $981,776 | QualifyingDistributionsAmt |
| Applied To Current Year | $7,542 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $974,234 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,375,021 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $4,375,021 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $78,086 | ExcessFromYear4Amt |
| Excess From Year3 | $989,355 | ExcessFromYear3Amt |
| Excess From Year2 | $789,980 | ExcessFromYear2Amt |
| Excess From Year1 | $1,543,366 | ExcessFromYear1Amt |
| Excess From Current Year | $974,234 | 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 (54 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANTI-DEFAMATION LEAGUE ARIZONA | |||||||
| ONE E CAMELBACK RD STE 670 | PHOENIX | AZ | 85012 | N/A | PC | General & Unrestricted | $1,750 |
| ARIZONA COALITION TO END HOMELESSNESS | |||||||
| 3829 N 3RD ST STE 104 | PHOENIX | AZ | 85012 | N/A | PC | Charitable Event | $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 COMMUNITY FDN - SOCIAL VENTURE PARTners | |||||||
| 2201 E CAMELBACK RD STE 405B | PHOENIX | AZ | 85016 | N/A | PC | Fast Pitch Program | $1,500 |
| ARIZONA GRANTMAKERS FORUM | |||||||
| 2201 E CAMELBACK RD 405B | PHOENIX | AZ | 85016 | N/A | PC | General & Unrestricted | $12,500 |
| Az STATE UNIVERSITY FDN FOR A NEW AM university | |||||||
| PO BOX 2260 | TEMPE | AZ | 85280 | N/A | PC | McCain Institute Tomorrow's Leaders Program | $25,000 |
| ARIZONA WOMENS BOARD | |||||||
| 5921 E INDIAN BEND RD | PARADISE VLY | AZ | 85253 | N/A | PC | General & Unrestricted | $5,000 |
| ASSOCIATION OF SMALL FOUNDATIONS | |||||||
| 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 |
| CENTER FOR INVESTIGATIVE REPORTING INC | |||||||
| 1400 65TH ST STE 200 | EMERYVILLE | CA | 94608 | N/A | PC | meeting your goal for the challenge grant | $42,500 |
| CHARITIES AID FOUNDATION AMERICA | |||||||
| 1800 DIAGONAL RD STE 150 | ALEXANDRIA | VA | 22314 | N/A | PC | Olga Alexeeva Memorial Prize | $25,000 |
| CHILDRENS MUSEUM OF PHOENIX | |||||||
| 215 N 7TH ST | PHOENIX | AZ | 85034 | N/A | PC | Charitable Event | $30,000 |
| CIRCLE THE CITY | |||||||
| 333 W INDIAN SCHOOL | PHOENIX | AZ | 85013 | N/A | PC | Charitable Event | $5,000 |
| HOMEWARD BOUND | |||||||
| 2302 W COLTER ST | PHOENIX | AZ | 85015 | N/A | PC | Homeward Bound and Sojourner Center Collaboration | $26,500 |
| HOMEWARD BOUND | |||||||
| 2302 W COLTER ST | PHOENIX | AZ | 85015 | N/A | PC | Homeward Bound and Sojourner Center Collaboration | $3,500 |
| INSTITUTE FOR EASTWEST STUDIES INC | |||||||
| 11 E 26TH ST 20TH FL | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $10,000 |
| INTERNEWS NETWORK | |||||||
| PO BOX 4448 | ARCATA | CA | 95518 | N/A | PC | General & Unrestricted | $10,000 |
| KING BAUDOUIN FOUNDATION UNITED STATES INC | |||||||
| 10 ROCKEFELLER PLZ FL 16 | NEW YORK | NY | 10020 | N/A | PC | London Community Foundation and North West London Community Foundation merger | $8,050 |
| LOCAL FIRST ARIZONA FOUNDATION | |||||||
| 12 W CAMELBACK RD | PHOENIX | AZ | 85013 | N/A | PC | Local First Arizona Foundation and Arizona Rural Development Council merger | $11,052 |
| PHOENIX SYMPHONY ASSOCIATION | |||||||
| 1 N 1ST ST STE 200 | PHOENIX | AZ | 85004 | N/A | PC | Charitable Event | $5,000 |
| 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 | Chicago Cultural Alliance - Audience Architects - Arts & Business Council of Chicago collaboration | $8,889 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | Lakeview Action Coalition - Organization of the northeast collaboration | $7,111 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | Literacy Volunteers of New Jersey collaboration | $6,000 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | Support Center - Partners in Philanthropy collaboration | $22,222 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | administrative operations | $100,000 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | Belle Center of Chicago and Aspire of Illinois merger | $8,889 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | Children's Aid Society with Edwin Gould Academy merger | $4,444 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | East Bay Asian Youth Center - Oakland Students Educational Services merger | $17,778 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | East Meets West - Blue Planet Network merger | $4,444 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | engagement of a consultant to facilitate a merger exploration process for Literacy Volunteers of New Jersey and its six affiliates | $2,889 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | Housing First and St. Vincent de Paul Society of Juneau merger | $11,556 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | Montessori Leaders Collaboration | $7,067 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | Neighborhood Housing Services of Freeport - Rockford Area Affordable Housing Coalition merger | $17,778 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | Person-to-Person - Christian Community Action merger | $13,333 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | Sacramento Philharmonic - Sacramento Opera merger | $8,889 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | Everybody Wins USA and Everybody Wins Hartford merger | $4,444 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | everybody Wins! USA - Everybody Wins! Minnesota merger | $3,333 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | Hazon - Isabella Freedman Jewish Retreat Centre merger | $10,667 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | Jewish Guild for the Blind - National Association for Parents with Children with Visual Impairments merger | $9,778 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | Northwoods Community Health Center - Lakes Community Health Center merger | $17,778 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | Opportunity Nation - America's Promise Alliance merger | $8,999 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | Visiting Nurses Association of Omaha - Easter Seals of Nebraska merger | $17,778 |
| SOCIAL VENTURE PARTNERS INTERNATIONAL | |||||||
| 220 2ND AVE S 3RD FL | SEATTLE | WA | 98104 | N/A | PC | First installment of the Network Capacity-Building grant | $37,700 |
| SYNERGOS INSTITUTE INC | |||||||
| 51 MADISON AVE 21ST FL | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $25,000 |
| TANENBAUM CENTER FOR INTERRELIGIOUS UNDERSTANDING | |||||||
| 254 W 31ST ST FL 7 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $10,000 |
| TEACH FOR AMERICA - PHOENIX | |||||||
| 3030 N CENTRAL AVE STE 900 | PHOENIX | AZ | 85012 | N/A | PC | Charitable Event | $2,500 |
| THIRD SECTOR NEW ENGLAND INC | |||||||
| 89 S ST STE 700 | BOSTON | MA | 02111 | N/A | PC | Nonprofits Center Network | $40,000 |
| UMOM NEW DAY CENTERS INC | |||||||
| 3333 E VAN BUREN ST | PHOENIX | AZ | 85008 | N/A | PC | General & Unrestricted | $10,000 |
| VALLEY OF THE SUN UNITED WAY | |||||||
| 1515 E OSBORN RD | PHOENIX | AZ | 85014 | N/A | PC | Tocqueville Society Program | $50,000 |
| VSA FLORIDA | |||||||
| 4202 E FOWLER AVE EDU 105 | TAMPA | FL | 33620 | N/A | PC | Collaboration Consultant Fees | $15,551 |
| WELLNESS COMMUNITY-ARIZONA | |||||||
| 260 E PALM LN | PHOENIX | AZ | 85004 | N/A | PC | East Valley collaboration | $25,000 |
| YOUNG MENS & YOUNG WOMENS HEBREW ASSOCIATION | |||||||
| 1395 LEXINGTON AVE | NEW YORK | NY | 10128 | N/A | PC | final installment of the Giving Tuesday challenge grant | $50,000 |
| YOUNG MENS & YOUNG WOMENS HEBREW ASSOCIATION | |||||||
| 1395 LEXINGTON AVE | NEW YORK | NY | 10128 | N/A | PC | partial advance of the challenge grant | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $925,169 | 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 | $16 | 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 | |
| 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 | $16 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16 | 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/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Hirsch Investment Co LLC | ||||||
| 1 | Jerome Hirsch 4455 E CAMELBACK RD | Phoenix | AZ | 85018 | $39,909 | Yes (X) |
| Hirsch I Jerome | ||||||
| 2 | 4455 East Camelback Road | Phoenix | AZ | 85018 | $925,000 | Yes (X) |
Depreciation Schedule DepreciationSchedule
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $5,716 | $5,716 | |
| Bank Charges | $39 | $39 | |
| Equipment Purchase/Maintenance | $1,966 | $1,966 | |
| Foundation Dues & Memberships | $4,445 | $4,445 | |
| PROGRAMMING CLASS FEE | $263 | $263 | |
| State or Local Filing Fees | $10 | $10 | |
| WEBSITE MAINTENANCE | $666 | $666 | |
| OFFICE SUPPLIES | $92 | $92 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING SERVICES | CategoryTxt |
| Amt | $15,300 | Amt |
| Disbursements Charitable Prps | $15,300 | DisbursementsCharitablePrpsAmt |
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