LODESTAR PHILANTHROPIC FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LODESTAR PHILANTHROPIC FOUNDATION (EIN 20-4480084)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-10
- IRS object ID
- 201301309349101575
- Schema version
- 2012v2.2
- 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
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-10T03:57:23-00:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Lane Suite 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204480084 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Lodestar Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LODE | NameControl |
| Phone | 6029562699 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4455 East Camelback Road Room 215A | AddressLine1 |
| City | Phoenix | City |
| State | AZ | State |
| ZIP Code | 85018 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Lois Savage | Name |
| Title | President | Title |
| Date Signed | 2013-05-10 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey D Haskell | Name |
| Phone | 8008391754 | Phone |
| Date Prepared | 2013-05-10 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 104305 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1439536 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 25 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 25 | InterestOnSavingsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 8023 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1097559 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 410484 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1447584 | TotalRevenueAndExpenses |
| Total Net Investment Income | 410509 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 139 | LegalFeesRevAndExpnss |
| Legal Fees Dsbrs Chrtbl Prps | 139 | LegalFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 3210 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Dsbrs Chrtbl Prps | 3210 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 5600 | TaxesRevAndExpnss |
| Occupancy Rev And Expnss | 2299 | OccupancyRevAndExpnss |
| Occupancy Dsbrs Chrtbl Prps | 2299 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 41959 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 41959 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 806 | PrintingAndPubRevAndExpnss |
| Printing And Pub Dsbrs Chrtbl Prps | 806 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 11896 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 147 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 11749 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 65909 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 147 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 60162 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1488476 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1488476 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1554385 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 147 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1548638 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -106801 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 410362 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 211106 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 104305 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 104305 | SavingsAndTempCashInvstEOYFMV |
| Total Assets BOY | 211106 | TotalAssetsBOY |
| Total Assets EOY | 104305 | TotalAssetsEOY |
| Total Assets EOYFMV | 104305 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 211106 | RetainedEarningsBOY |
| Retained Earnings EOY | 104305 | RetainedEarningsEOY |
| Total Net Assets BOY | 211106 | TotalNetAssetsBOY |
| Total Net Assets EOY | 104305 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 211106 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 104305 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 211106 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -106801 | ExcessOfRevenueOverExpenses |
| Subtotal | 104305 | Subtotal |
| Total Net Assets Fund Balances EOY | 104305 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | Publicly-traded Securities | DescriptionOfAsset |
| Gross Sales Price | 1097559 | GrossSalesPrice |
| Cost Or Other Basis | 1089536 | CostOrOtherBasis |
| Gain Or Loss | 410484 | GainOrLoss |
| Gains Minus Excess Or Losses | 410484 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 410484 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 800763 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 215663 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 003.713029 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1002283 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 258560 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 003.876404 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 86188 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 160632 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 000.536556 | DistributionRatioYear3 |
| Total Distribution Ratio | 008.125989 | TotalDistributionRatio |
| Average Distribution Ratio | 002.031497 | AverageDistributionRatio |
| Net Noncharitable Assets | 187510 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 380926 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 4104 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 385030 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1548638 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 4104 | InvestmentIncomeExciseTax |
| Subtotal | 4104 | Subtotal |
| Tax Based On Investment Income | 4104 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 5600 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 5600 | TotalCreditsAndPayments |
| Tax Paid Original Return | 5600 | TaxPaidOriginalReturn |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 1496 | Overpayment |
| Amount Credited To Next Year | 1496 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | true | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | co Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8008391754 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| I Jerome Hirsch | ||||||
| 4455 East Camelback Road 215A | Phoenix | AZ | 85018 | Sec | 040.00 | 0 |
| Lois Savage | ||||||
| 4455 East Camelback Road 215A | Phoenix | AZ | 85018 | Pres | 040.00 | 0 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 34356 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 156009 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 190365 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 190365 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 2855 | CashDeemedCharitable |
| Net Noncharitable Assets | 187510 | NetNoncharitableAssets |
| Minimum Investment Return | 9376 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 9376 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4104 | TaxBasedOnInvestmentIncome |
| Total Tax | 4104 | TotalTax |
| Distributable Amount Before Adj | 5272 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 5272 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 5272 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1548638 | ExpensesAndContributions |
| Qualifying Distributions | 1548638 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 4104 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1544534 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 5272 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year3 | 78086 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 989355 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 789980 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1857421 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1548638 | QualifyingDistributions |
| Applied To Current Year | 5272 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1543366 | RemainingDistriFromCorpus |
| Total Corpus | 3400787 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 3400787 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 78086 | ExcessFromYear3 |
| Excess From Year2 | 989355 | ExcessFromYear2 |
| Excess From Year1 | 789980 | ExcessFromYear1 |
| Excess From Current Year | 1543366 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | I Jerome Hirsch | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (64 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ALLIANCE FOR AUDIENCE | |||||||
| 5867 E PARADISE LN | SCOTTSDALE | AZ | 85254 | N/A | 509a1 | All or Nothing Campaign | $5,000 |
| ARIZONA COALITION TO END HOMELESSNESS | |||||||
| 3829 N 3RD ST STE 104 | PHOENIX | AZ | 85012 | N/A | 509a1 | Charitable Event | $2,500 |
| ARIZONA COMMUNITY FOUNDATION | |||||||
| 2201 E CAMELBACK RD STE 202 | PHOENIX | AZ | 85016 | N/A | 509a1 | 2012 Summer Youth Program | $11,300 |
| ARIZONA FOUNDATION FOR WOMEN INC | |||||||
| 2828 N CENTRAL AVE STE 1200 | PHOENIX | AZ | 85004 | N/A | 509a1 | Charitable Event | $3,000 |
| ARIZONA GRANTMAKERS FORUM | |||||||
| 2201 E CAMELBACK RD 405B | PHOENIX | AZ | 85016 | N/A | 509a2 | General Unrestricted | $10,000 |
| ARIZONA SCHOOL FOR THE ARTS | |||||||
| 1410 N 3RD ST | PHOENIX | AZ | 85004 | N/A | 509a1 | General Operations | $1,250 |
| ARIZONA WOMENS BOARD | |||||||
| 5921 E INDIAN BEND RD | PARADISE VLY | AZ | 85253 | N/A | 509a1 | General Unrestricted | $5,000 |
| ASSOCIATION OF SMALL FOUNDATIONS | |||||||
| 1720 N ST NW | WASHINGTON | DC | 20036 | N/A | 509a2 | Strategic/Brand Initiative Challenge Grant | $34,250 |
| BALLET ARIZONA | |||||||
| 3645 E INDIAN SCHL RD | PHOENIX | AZ | 85018 | N/A | 509a2 | La Piana Consulting Fees | $7,884 |
| BARROW NEUROLOGICAL FOUNDATION | |||||||
| 350 W THOMAS RD | PHOENIX | AZ | 85013 | N/A | 509a2 | General Operations | $2,500 |
| CENTER FOR INVESTIGATIVE REPORTING INC | |||||||
| 2130 CENTER ST | BERKELEY | CA | 94704 | N/A | 509a2 | Merger Btwn Center for Investigative Reporting and The Bay Citizen | $10,000 |
| COTTONWOOD INSTITUTE | |||||||
| PO BOX 7067 | DENVER | CO | 80207 | N/A | 509a2 | General Unrestricted | $2,500 |
| FOUNDATION CENTER | |||||||
| 79 5TH AVE 2ND FL | NEW YORK | NY | 10003 | N/A | 509a1 | CollaborationMatch Project | $63,700 |
| FOUNDATION CENTER | |||||||
| 79 5TH AVE 2ND FL | NEW YORK | NY | 10003 | N/A | 509a1 | Consultant Fees Related to the Foundation Center and Guidestar Collaboration | $96,000 |
| GREAT HEARTS ACADEMIES | |||||||
| 3102 N 56TH ST STE 300 | PHOENIX | AZ | 85018 | N/A | 509a1 | Teleos and Maryvale Prep Campuses | $1,250 |
| GREATNONPROFITS | |||||||
| PO BOX 1133 | PALO ALTO | CA | 94302 | N/A | 509a1 | Challenge Grant | $20,000 |
| INSTITUTE FOR EASTWEST STUDIES INC | |||||||
| 11 E 26TH ST 20TH FL | NEW YORK | NY | 10010 | N/A | 509a1 | General Unrestricted | $10,000 |
| INTERNEWS NETWORK | |||||||
| PO BOX 4448 | ARCATA | CA | 95518 | N/A | 509a1 | Support of Writing and Marketing of the Book | $20,000 |
| JOHN JAY COLLEGE FOUNDATION INC | |||||||
| 619 W 54TH ST FL 7 | NEW YORK | NY | 10019 | N/A | 509a1 | Mozart Academy | $10,000 |
| JOHNS HOPKINS UNIVERSITY BLOOMBERG SCHOOL OF PUBLIC HEALTH | |||||||
| 615 N WOLFE ST RM W1600 | BALTIMORE | MD | 21205 | N/A | 509a1 | Lodestar Nonprofit Collaboration Database Project | $8,750 |
| JUNIOR ACHIEVEMENT OF ARIZONA | |||||||
| 636 W SOUTHERN AVE | TEMPE | AZ | 85282 | N/A | 509a1 | JA BizTown 2011-12 Shop Sponsorship | $30,000 |
| JUNIOR ACHIEVEMENT OF ARIZONA | |||||||
| 636 W SOUTHERN AVE | TEMPE | AZ | 85282 | N/A | 509a1 | Philanthropy Shop in a Box Project | $15,000 |
| LITERACY CONNECTS | |||||||
| 2850 E SPEEDWAY BLVD | TUCSON | AZ | 85716 | N/A | 509a1 | Fund the Remaining Costs of the Merger | $6,375 |
| LOCAL INITIATIVES SUPPORT CORPORATION | |||||||
| 111 W MONROE SUITE 720 | PHOENIX | AZ | 85003 | N/A | 509a1 | Charitable Event | $5,000 |
| MATCHINGDONORS COM INC | |||||||
| 766 TPKE ST | CANTON | MA | 02021 | N/A | 509a1 | Consultant Business Plan | $35,000 |
| NATIONAL COUNCIL OF NONPROFITS | |||||||
| 1200 NEW YORK AVE NW STE 700 | WASHINGTON | DC | 20005 | N/A | 509a1 | General Unrestricted | $5,000 |
| NATIONAL CRIME VICTIM LAW INSTITUTE | |||||||
| 310 SW 4TH AVE STE 540 | PORTLAND | OR | 97204 | N/A | 509a1 | Consultant Fees for Nine Nonprofits Working on Crime Victims Rights | $14,543 |
| NEW GLOBAL CITIZENS | |||||||
| 1430 W BROADWAY RD | TEMPE | AZ | 85282 | N/A | 509a1 | General Unrestricted | $5,000 |
| PACIFIC INSTITUTE FOR STUDIES IN DEVELOPMENT ENVIRONMENT AND SECURITY | |||||||
| 654 13TH ST | OAKLAND | CA | 94612 | N/A | 509a2 | Exploration of a Collaboration Among Nonprofits Regarding Water Issues | $8,000 |
| PHILANTHROPY WORKSHOP WEST | |||||||
| 201 CALIFORNIA ST STE 630 | SAN FRANCISCO | CA | 94111 | N/A | 509a1 | General Unrestricted | $7,500 |
| PHILANTHROPY WORKSHOP WEST | |||||||
| 201 CALIFORNIA ST STE 630 | SAN FRANCISCO | CA | 94111 | N/A | 509a1 | Consulting Fees Related to the Possible Merger of TPW West and TPW | $6,688 |
| PHOENIX SYMPHONY ASSOCIATION | |||||||
| 1 N 1ST ST STE 200 | PHOENIX | AZ | 85004 | N/A | 509a2 | Exploration of a Collaboration Between Phoenix Symphony and Ballet Arizona | $7,731 |
| PHOENIX SYMPHONY ASSOCIATION | |||||||
| 1 N 1ST ST STE 200 | PHOENIX | AZ | 85004 | N/A | 509a2 | Tessitura Database System | $60,000 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | 509a1 | NYMAC Fund | $50,000 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | 509a1 | The Collaboration Fund | $125,000 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | 509a1 | Coalition Against Child Abuse and Neglect - Coalition Against Domestic Violence Collaboration | $14,444 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | 509a1 | Habitat for Humanity Seattle/South King County and East King County Collaboration | $12,444 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | 509a1 | Barksdale Theatre and Theatre IV Collaboration | $32,889 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | 509a1 | Belle Center of Chicago and Aspire Collaboration | $2,300 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | 509a1 | Breakthrough Charter Schools Collaboration | $2,500 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | 509a1 | Emergency Fund - Chicago Homeless Alliance Collaboration | $53,333 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | 509a1 | Emergency Fund and the Chicago Alliance to End Homelessness Consolidation | $26,667 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | 509a1 | Everybody Wins LA/Miami Merger | $10,000 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | 509a1 | Exploration of a Jointly Mngd Research Policy Institute by Fractured Atlas and Future of Music Coalition | $13,333 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | 509a1 | Good Shepherd Services and Groundwork Collaboration | $66,667 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | 509a1 | Gotham Schools and Colorado Education News Collaboration | $40,000 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | 509a1 | Harbor Health - Birmingham Group Health Collaboration | $21,111 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | 509a1 | Harbor Health Services, Inc. and Birmingham Group Health Services Merger | $44,444 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | 509a1 | Joint District of Columbia International Charter School | $31,111 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | 509a1 | Our Family Service and New Beginnings for Women and Children Merger | $31,111 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | 509a1 | PCI-Media Impact - Media for Health Collaboration | $17,778 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | 509a1 | Pre-funding of the SeaChange/Lodestar Collaboration | $50,000 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | 509a1 | Reading Partners and Mission Learning Center Collaboration | $31,111 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | 509a1 | Rebuild Resources Project for Pride in Living Enterprises Merger | $22,222 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | 509a1 | St. Louis Arc - The Bell Center Collaboration | $13,333 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | 509a1 | United Way of Battle Creek and United Way of Greater Kalamazoo Collaboration | $37,037 |
| SOCIAL VENTURE PARTNERS | |||||||
| 1505 E MISSOURI AVE STE 200 | PHOENIX | AZ | 85014 | N/A | 509a1 | General Unrestricted | $5,500 |
| SOCIAL VENTURE PARTNERS | |||||||
| 1505 E MISSOURI AVE STE 200 | PHOENIX | AZ | 85014 | N/A | 509a1 | Fast Pitch Speech Program | $1,500 |
| SOCIAL VENTURE PARTNERS INTERNATIONAL | |||||||
| 220 2ND AVE S 3 | SEATTLE | WA | 98104 | N/A | 509a1 | Network Capacity-Building Grant | $27,300 |
| SYNERGOS INSTITUTE INC | |||||||
| 51 MADISON AVE 21ST FL | NEW YORK | NY | 10010 | N/A | 509a1 | General Unrestricted | $25,000 |
| TIDES FOUNDATION | |||||||
| PO BOX 29903 | SAN FRANCISCO | CA | 94129 | N/A | 509a1 | The Nonprofits Center Network | $40,000 |
| VALLEY OF THE SUN UNITED WAY | |||||||
| 1515 E OSBORN RD | PHOENIX | AZ | 85014 | N/A | 509a1 | Toqueville Society | $50,000 |
| VSA FLORIDA | |||||||
| 4202 E FOWLER AVE EDU 105 | TAMPA | FL | 33620 | N/A | 509a1 | Collaboration Consultant Fees | $9,620 |
| YOUNG MENS & YOUNG WOMENS HEBREW ASSOCIATION | |||||||
| 1395 LEXINGTON AVE | NEW YORK | NY | 10128 | N/A | 509a1 | Meeting the Challenge Grant | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1488476 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $25 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $8,023 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,048 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 8048 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType | Contributor Name IndividualContributorNameIndividual | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|---|
| Hirsch Investment Co LLC | ||||||||
| 1 | Jerry Hirsch 4455 East Camelback Rd | Phoenix | AZ | 85018 | 1089536 | X | ||
| (no name) | ||||||||
| 2 | 4455 East Camelback Road | Phoenix | AZ | 85018 | 350000 | Hirsch I Jerome | X | |
Noncash Property NoncashProperty (7 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | COLGATE-PALMOLIVE COMPANY CL, 1264 sh. | 137100 | 2012-10-16 |
| 1 | V F CORP VFC, 954 sh. | 158622 | 2012-10-16 |
| 1 | WAL-MART STORES INC. WMT, 1915 sh. | 147733 | 2012-10-16 |
| 1 | FIRST EAGLE GOLD FUND CLASS I FEGIX, 2126.007 sh. | 54893 | 2012-06-26 |
| 1 | SPDR GOLD TR GOLD SHS GLD, 2300 sh. | 349496 | 2012-06-22 |
| 1 | GRAINGER W W INC. GWW, 523 sh. | 111629 | 2012-04-09 |
| 1 | POLARIS INDUSTRIES PII, 1832 sh. | 130063 | 2012-04-09 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Publicly-traded Securities | Name |
| Gross Sales Price | 1097559 | GrossSalesPrice |
| Basis | 1089536 | Basis |
| Total Net | 8023 | TotalNet |
General Explanation Attachment GeneralExplanationAttachment
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Statement | This statement is submitted to report the distribution of certain assets during the above-referenced year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3a1 and the Form 990-PF instructions During the taxable year ending December 31, 2012, The Lodestar Foundation the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled 1,488,476. This amount represents over 25 of the Foundations net assets of 211,106 as measured by fair market value at the beginning of the Foundations taxable year ending December 31, 2012. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a each such grant was made solely for the charitable purpose specified therein. | Statement |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Annual Statutory Agent Fee | Category |
| Amount | $139 | Amount |
| Disbursements Charitable Prps | 139 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (7 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| Administrative Fees | 5648 | 5648 | |
| Bank Charges | 147 | 147 | |
| Equipment Purchase and Maintenance | 5085 | 5085 | |
| Foundation Dues Memberships | 400 | 400 | |
| Office Supplies | 174 | 174 | |
| State or Local Filing Fees | 10 | 10 | |
| Website Monthly Maintenance | 432 | 432 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Consulting Services | Category |
| Amount | $3,210 | Amount |
| Disbursements Charitable Prps | 3210 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Estimated Tax for 2012 | Category |
| Amount | $5,600 | Amount |
Comments