HOPE STAR FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- HOPE STAR FOUNDATION (EIN 80-6198680)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-03
- IRS object ID
- 202622469349101502
- Schema version
- 2025v4.2
- 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
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-03T13:04:59-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 SW BROADWAY STE 1400 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 806198680 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOPESTAR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOPE | BusinessNameControlTxt |
| Phone | 7042591031 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 428 EAST 4TH STREET 408 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH H STAR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7042591031 | PhoneNum |
| Signature | 2026-09-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY CAMPOS | PreparerPersonNm |
| PTIN | P00448102 | PTIN |
| Phone | 5032421447 | PhoneNum |
| Preparation | 2026-09-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $296,495 | 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 | $451,677 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $383 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $383 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $185,336 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $353,758 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $185,336 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $637,396 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $185,719 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $63,531 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $63,531 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $14,540 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $14,540 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,400 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,400 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $232,507 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $232,507 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,015 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,015 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,265 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $18,942 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $18,942 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $62,559 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $61,028 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $400,759 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $150 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $397,963 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,373 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $60,373 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $461,132 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $150 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $458,336 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $176,264 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $185,569 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $120,574 | CashBOYAmt |
| Cash EOY | $258,167 | CashEOYAmt |
| Cash EOYFMV | $258,167 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $3,264 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $37,277 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $160,303 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $121,975 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $43,551 | LandBOYAmt |
| Land EOY | $38,328 | LandEOYAmt |
| Land EOYFMV | $38,328 | LandEOYFMVAmt |
| Total Assets BOY | $204,666 | TotalAssetsBOYAmt |
| Total Assets EOY | $296,495 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $296,495 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,624 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $393 | AccountsPayableEOYAmt |
| Loans From Officers BOY | $1,349 | LoansFromOfficersBOYAmt |
| Total Liabilities BOY | $5,973 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $393 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $198,693 | RetainedEarningBOYAmt |
| Retained Earning EOY | $296,102 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $198,693 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $296,102 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $204,666 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $296,495 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $198,693 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $176,264 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $374,957 | SubtotalAmt |
| Other Decreases | $78,855 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $296,102 | 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 |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $353,758 | GrossSalesPriceAmt |
| Cost Or Other Basis | $168,422 | CostOrOtherBasisAmt |
| Gain Or Loss | $185,336 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $185,336 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $185,336 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,579 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,579 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,579 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,359 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,359 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $16 | EsPenaltyAmt |
| Tax Due | $1,236 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HOPESTARFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULIE LAMMERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7042591031 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 428 EAST 4TH STREET SUITE 408 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH H STAR | ||||||||
| 428 EAST 4TH STREET SUITE 408 | CHARLOTTE | NC | 28202 | TRUSTEE | 40.00 | $0 | $0 | $0 |
| JULIA R WINER | ||||||||
| 428 EAST 4TH STREET SUITE 408 | CHARLOTTE | NC | 28202 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| BENJAMIN D WINER | ||||||||
| 428 EAST 4TH STREET SUITE 408 | CHARLOTTE | NC | 28202 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FASTER GLASS CONSULTING | |||||
| 9138 SANDPIPER DRIVE | CHARLOTTE | NC | 28277 | CONSULTING | $86,532 |
| SHANNON DOWLER LLC | |||||
| 154 WILDS BR | MARSHALL | NC | 28753 | CONSULTING | $81,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE NURTURE NC INITIATIVE FOCUSES ON HELPING EVERY MOTHER AND BABY IN NORTH CAROLINA THRIVE. BY WORKING WITH LOCAL PARTNERS, HEALTH SYSTEMS, AND ADVOCATES, NURTURE NC SUPPORTS EFFORTS THAT MAKE PREGNANCY, BIRTH, AND EARLY PARENTING SAFER AND MORE SUPPORTED, NO MATTER WHERE A FAMILY LIVES. | Description1Txt |
| Expenses1 | $203,332 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $47,898 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $131,073 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $178,971 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $178,971 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,685 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $176,286 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,814 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,814 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,579 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,579 | TotalTaxAmt |
| Distributable Before Adj | $6,235 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,235 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,235 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $458,336 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $458,336 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,235 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $262,115 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $34,446 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $102,679 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $14,617 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $303,557 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $717,414 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $458,336 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,235 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $452,101 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,169,515 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $262,115 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $907,400 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $34,446 | ExcessFromYear4Amt |
| Excess From Year3 | $102,679 | ExcessFromYear3Amt |
| Excess From Year2 | $14,617 | ExcessFromYear2Amt |
| Excess From Year1 | $303,557 | ExcessFromYear1Amt |
| Excess From Current Year | $452,101 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELIZABETH H STAR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ELIZABETH H STAR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 428 EAST 4TH STREET SUITE 408 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7043330568 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BUILD FOR GOOD | ||||||
| 184 WILLY AUSTIN ROAD | BLOWING ROCK | NC | 28605 | PC | TO SUPPORT COMMUNITIES IN NEED, ESPECIALLY WITH DISASTER RELIEF | $250 |
| DUKE UNIVERSITY | ||||||
| 210 SCIENCE DRIVE BOX 90362 | DURHAM | NC | 27708 | PC | AMELIA THORN BOLCH TRAUMA INFORMED COURTS LEADERSHIP | $14,500 |
| FAMILIAL DYSAUTONOMIA FOUNDATION INC | ||||||
| 315 W 39TH ST SUITE 701 | NEW YORK | NY | 10018 | PC | TO RAISE AWARENESS OF AND EDUCATE THE MEDICAL COMMUNITY ABOUT FAMILIAL DYSAUTONOMIA | $500 |
| FOUNDATION NC A&T STATE UNIVERSITY | ||||||
| 1601 EAST MARKET STREET | GREENSBORO | NC | 27411 | PC | 2025 UPLIFTING BLACK AND BROWN LACTATION SUCCESS (UBBLS) CONFERENCE | $500 |
| HEALTHCONNECT ONE | ||||||
| 227 W MONROE STREET 21ST FLOOR | CHICAGO | IL | 60606 | PC | TO SUPPORT WORKFORCE EXPANSION FOR DOULAS IN NC | $20,000 |
| MINT HILL FIRE PREVENTION BUREAU | ||||||
| 8313 FAIRVIEW RD | MINT HILL | NC | 28227 | PC | TO PROVIDE SUPPORT FOR FIRE PREVENTION AND EMERGENCY EQUIPMENT FOR NON PROFIT FIRE DEPARTMENTS | $100 |
| NC CHILD | ||||||
| 1101 HAYNES ST 103 | RALEIGH | NC | 27604 | PC | NC CHILD 2025 STATE OF THE CHILD SUMMIT | $1,000 |
| NORTH CAROLINA ALLIANCE FOR HEALTH | ||||||
| 5001 S MIAMI BLVD SUITE 300 | DURHAM | NC | 27703 | PC | TO SUPPORT KEEPING MEDICAID STRONG | $20,000 |
| SAMPSON COUNTY GOVERNMENT | ||||||
| 406 COUNTY COMPLEX RD | CLINTON | NC | 28328 | GOV | TO SUPPORT THE VETERANS SERVICE OFFICE | $2,000 |
| TEEN HEALTH CONNECTION | ||||||
| 3541 RANDOLPH RD SUITE 206 | CHARLOTTE | NC | 28211 | PC | TO IMPROVE THE HEALTH OF ADOLESCENTS THROUGH MEDICINE, BEHAVIORAL HEALTH SERVICES, EDUCATION, LEADERSHIP DEVELOPMENT, ETC | $1,010 |
| THIRD SECTOR NEW ENGLAND INC | ||||||
| 89 SOUTH ST SUITE 700 | BOSTON | MA | 02111 | PC | TO SUPPORT PEOPLE AND ORGANIZATIONS THAT IMPROVE COMMUNITIES AND CREATE SOCIAL CHANGE | $513 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $60,373 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $383 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $185,336 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $185,719 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $185,719 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ELIZABETH H STAR | |||||||
| 1 | 428 EAST 4TH STREET SUITE 408 | CHARLOTTE | NC | 28202 | $351,677 | Yes (X) | Yes (X) |
| DOGWOOD HEALTH TRUST | |||||||
| 2 | 890 HENDERSONVILLE ROAD | ASHEVILLE | NC | 28203 | $100,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED STOCK | NoncashPropertyDesc |
| Fair Market Value | $201,677 | FairMarketValueAmt |
| Received | 2025-12-31 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| BUILD. IMPROV. | 2017-04-01 | $49,346 | $9,753 | SL | 39.000000000000 | $1,265 | $0 |
| FF&E | 2017-04-01 | $110,957 | $110,957 | SL | 7.000000000000 | $0 | $0 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILD. IMPROV. | $49,346 | $11,018 | $38,328 |
| FF&E | $110,957 | $110,957 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,400 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,400 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| STOCK CONTRIBUTION COST TO FMV ADJUSTMENT | $70,532 |
| PRIOR PERIOD ADJUSTMENTS | $8,323 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | $12,965 | $0 | $12,965 |
| OFFICE EXPENSES | $12,446 | $0 | $12,446 |
| INSURANCE | $1,381 | $0 | $0 |
| ADVERTISEMENT | $617 | $0 | $617 |
| DIRECT CHARITABLE ACTIVITIES | $35,000 | $0 | $35,000 |
| BANK FEES | $150 | $150 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $232,507 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $232,507 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE AND LOCAL EXCISE TAX | CategoryTxt |
| Amt | $1,015 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,015 | DisbursementsCharitablePrpsAmt |
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