LODESTAR PHILANTHROPIC FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LODESTAR PHILANTHROPIC FOUNDATION (EIN 20-4480084)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202641339349105034
- Schema version
- 2025v4.1
- 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
- General Explanation Attachment
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T21:49:54-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | 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 | 2026-05-04 | 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 | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $131,116 | 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 | $1,540,750 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,655 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,655 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $206 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $206 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $92,553 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,748,571 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,013,822 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,638,164 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,018,683 | 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 | $8,982 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $8,982 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $67,136 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $281 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $66,855 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $98 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $13,600 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $15,350 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $15,350 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,574 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $19,574 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $234,740 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $281 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $220,761 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,782,606 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,782,606 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,017,346 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $281 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,003,367 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$379,182 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,018,402 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $195,030 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $131,116 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $131,116 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $315,268 | CorporateStockBOYAmt |
| Total Assets BOY | $510,298 | TotalAssetsBOYAmt |
| Total Assets EOY | $131,116 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $131,116 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $510,298 | RetainedEarningBOYAmt |
| Retained Earning EOY | $131,116 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $510,298 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $131,116 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $510,298 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $131,116 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $510,298 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$379,182 | ExcessRevenueOverExpensesAmt |
| Subtotal | $131,116 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $131,116 | 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 | $1,748,571 | GrossSalesPriceAmt |
| Cost Or Other Basis | $734,749 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,013,822 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,013,822 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,013,822 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,156 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,156 | SubtotalAmt |
| Tax Based On Investment Income | $14,156 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,887 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $9,887 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3 | EsPenaltyAmt |
| Tax Due | $4,272 | TaxDueAmt |
| Refund | $0 | 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 | 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 | $365 | $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 | $78,428 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $208,909 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $287,337 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $287,337 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,310 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $283,027 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,151 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,151 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,156 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,156 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,003,367 | 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 | $2,003,367 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $228,403 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,111,679 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,871,690 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,588,791 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,800,563 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,003,367 | QualifyingDistributionsAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,003,367 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,803,930 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $1,540,750 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov To Next Yr | $5,263,180 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $1,671,022 | ExcessFromYear2Amt |
| Excess From Year1 | $1,588,791 | ExcessFromYear1Amt |
| Excess From Current Year | $2,003,367 | 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 (80 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARIZONA ANTI-TRAFFICKING NETWORK | |||||||
| PO BOX 1125 | MESA | AZ | 85211 | N/A | PC | General & Unrestricted | $2,500 |
| ARIZONA COMMUNITY FOUNDATION | |||||||
| 2201 E CAMELBACK RD STE 405B | PHOENIX | AZ | 85016 | N/A | PC | General & Unrestricted | $11,000 |
| ARIZONA COMMUNITY FOUNDATION | |||||||
| 2201 E CAMELBACK RD STE 405B | PHOENIX | AZ | 85016 | N/A | PC | Partner Hub Fund | $15,000 |
| ARIZONA JUSTICE PROJECT INC | |||||||
| 4001 N 3RD ST | PHOENIX | AZ | 85012 | N/A | PC | General Operations - One Injustice Is One Too Many - Gala Event | $6,000 |
| ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMER | |||||||
| PO BOX 2260 | TEMPE | AZ | 85281 | N/A | PC | McCain Institute - Human Rights Defenders | $25,000 |
| ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMER | |||||||
| PO BOX 2260 | TEMPE | AZ | 85281 | N/A | PC | Sandra Day O'Connor School of Law - in Memoriam of Milton R. Schroeder | $5,000 |
| ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMER | |||||||
| PO BOX 2260 | TEMPE | AZ | 85281 | N/A | PC | McCain Institute's Partnership with the Athens Democracy Forum | $50,000 |
| AROUET FOUNDATION | |||||||
| 4340 E INDIAN SCHOOL RD | PHOENIX | AZ | 85018 | N/A | PC | CASE Academy Trade Certification Program | $20,000 |
| 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 |
| BOYS & GIRLS AID SOCIETY OF OREGON | |||||||
| 9320 SW BARBUR BLVD | PORTLAND | OR | 97219 | N/A | PC | Merger Exploration of Open Adoption and Family Services - Boys and Girls Aid | $10,500 |
| CDA COLLABORATIVE LEARNING PROJECTS INC | |||||||
| 160 ALEWIFE BROOK PKWY | CAMBRIDGE | MA | 02138 | N/A | PC | Support for merger implementation between CDA Collaborative Learning and Local Capacities for Peace International | $30,000 |
| CDA COLLABORATIVE LEARNING PROJECTS INC | |||||||
| 160 ALEWIFE BROOK PKWY | CAMBRIDGE | MA | 02138 | N/A | PC | Support for merger implementation between CDA Collaborative Learning and Local Capacities for Peace International | $10,000 |
| CENTER FOR THE FUTURE OF ARIZONA | |||||||
| 455 N 3RD ST STE 260 | PHOENIX | AZ | 85004 | N/A | PC | General & Unrestricted | $5,000 |
| CIVIC VENTURES | |||||||
| PO BOX 29542 | SAN FRANCISCO | CA | 94129 | N/A | PC | The Future of Together | $50,000 |
| CONTINA IMPACT | |||||||
| 127 UNIVERSITY AVE | BERKELEY | CA | 94710 | N/A | PC | Support general operating activities of Patriots and Pragmatists | $25,000 |
| CONTINA IMPACT | |||||||
| 127 UNIVERSITY AVE | BERKELEY | CA | 94710 | N/A | PC | Democracy Funders Network | $1,000 |
| FOUNDATION FOR POST CONFLICT DEVELOPMENT | |||||||
| 369 LEXINGTON AVE 3RD FL | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $2,500 |
| GIVING TUESDAY INC | |||||||
| 165 COURT ST STE 107 | BROOKLYN | NY | 11201 | N/A | PC | Support of merger exploration between Giving Tuesday and Philanthropy Together | $30,000 |
| GLOBAL FELLOWS IN COURAGE | |||||||
| 10 DAVOL SQ STE 100 | PROVIDENCE | RI | 02903 | N/A | PC | General & Unrestricted | $5,000 |
| HISTORICAL LEAGUE INC | |||||||
| 1300 N COLLEGE AVE | TEMPE | AZ | 85288 | N/A | PC | General Operations - Supporting Turquoise & Treasures | $10,000 |
| IDEALISTORG INC | |||||||
| 389 5TH AVE 9TH FL | NEW YORK | NY | 10016 | N/A | PC | Implementation support for Idealist.org and VolunteerMatch.org merger | $10,000 |
| 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 |
| JEWISH COMMUNITY FOUNDATION OF GREATER PHOENIX | |||||||
| 12701 N SCOTTSDALE RD STE 201 | SCOTTSDALE | AZ | 85254 | N/A | PC | General & Unrestricted | $250,000 |
| KEEP OUR REPUBLIC CHARITABLE FUND | |||||||
| 120 WATERFRONT ST STE 420 | NATL HARBOR | MD | 20745 | N/A | PC | Consulting Project | $160,000 |
| MAINE YOUTH LEADERSHIP INC | |||||||
| PO BOX 11483 | PORTLAND | ME | 04104 | N/A | PC | General & Unrestricted | $1,000 |
| MOLLEN FOUNDATION FOR CHILDHOOD OBESITY | |||||||
| 734 W POLK ST SUITE 16 | PHOENIX | AZ | 85007 | N/A | PC | 50th Annual Phoenix fund and First Phoenix Marathon | $10,000 |
| NATIONAL COUNCIL OF NONPROFITS | |||||||
| 1001 G ST NW SUITE 700 EAST | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $5,000 |
| NATIONAL KIDNEY FOUNDATION OF ARIZONA | |||||||
| 301 W WARNER RD STE 137 | TEMPE | AZ | 85284 | N/A | PC | General & Unrestricted | $5,000 |
| NONPROFIT MANAGEMENT CENTER OF THE PERMIAN BASIN | |||||||
| 3500 N A ST STE 2300 | MIDLAND | TX | 79705 | N/A | PC | Nonprofit Management Center and Midland Shared Spaces Merger Exploration | $14,800 |
| NOT MY KID INC | |||||||
| 5310 E SHEA BLVD | SCOTTSDALE | AZ | 85254 | N/A | PC | General & Unrestricted | $5,000 |
| PHOENIX COMMITTEE ON FOREIGN RELATIONS | |||||||
| 1934 E CAMELBACK RD STE 120 PMB 421 | PHOENIX | AZ | 85016 | N/A | PC | General & Unrestricted | $5,000 |
| PHOENIX SISTER CITIES INC | |||||||
| 200 W WASHINGTON ST 20TH FLR | PHOENIX | AZ | 85003 | N/A | PC | Charitable Event | $3,500 |
| 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 |
| REPRESENT US EDUCATION FUND | |||||||
| PO BOX 60008 | FLORENCE | MA | 01062 | N/A | PC | Scholarship Opportunities for American Democracy Summit | $5,000 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Support the collaboration between ACT Contemporary Theatre and Seattle Shakespeare Company | $8,889 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | ADMINISTRATIVE FUNd | $16,972 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Support the collaboration between Water for Good and Lifewater International | $16,889 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Support Propel Impact | $10,222 |
| 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 | Seed grant support for the Beginning | $2,133 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Support the collaboration between Southern Documentary Fund and Reel South | $4,444 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Support the collaboration between Deep South Today and The Current | $13,333 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Sustained Collaboration Network - General Operating Expenses fund | $20,000 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Support the collaboration between Resolution Project and Enactus | $20,000 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | to support the Massachusetts Funder Collaborative | $25,000 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Support the collaboration between Moving Traditions and jGirls Magazine | $16,000 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Support the collaboration between Prevent School Violence Illinois and Illinois Balanced and Restorative Justice | $7,111 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Support the collaboration between Aurora Institute and The Learning Accelerator | $21,333 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Support the collaboration between Leading Edge and JPro Network Inc | $12,444 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Support the collaboration between Southside Together Organizing for Power and Not Me We | $7,111 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Support the collaboration between Common Threads and Culinary Medicine Specialist Board | $10,667 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Support the collaboration between Springboard Collaborative and Future Forward | $15,556 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Support the collaboration between Breaking Barriers and RefuAid | $17,778 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Support the collaboration between Custom Collaborative and Remake | $18,311 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Administrative fund | $25,629 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | NYMAC V fund | $5,000 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Support the collaboration between The Considered Ask and Migrate Art | $22,222 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Support the collaboration between Tanzania Economic Empowerment and Environmental Management Initiative and Wekeza Child Generation | $8,889 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Administrative fund | $28,138 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Support the Entertainment Collaborative | $11,556 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Support the collaboration between National Guild for Community Arts Education and Teaching Artists Guild | $17,778 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | to support the collaboration between Youth In Need and University City Children's Center | $13,333 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Support the collaboration between Fresh Energy and Canary Media | $22,222 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Support the collaboration between Christian Social Services of Illinois | $8,889 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Support the collaboration between Collab, Inc. and Social Enterprise Trust Inc | $10,667 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Support the collaboration between She's the First and Girl Rising | $20,444 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Support the collaboration between Syracuse Northeast Community Center and Northeast Hawley Development Association | $8,000 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 420 LEXINGTON AVE STE 300 | NEW YORK | NY | 10170 | N/A | PC | Administrative fund | $26,846 |
| SOCIAL GOOD FUND INC | |||||||
| PO BOX 5473 | RICHMOND | CA | 94805 | N/A | PC | 100 Who Care Alliance - Leadership Conference | $7,500 |
| SOCIAL VENTURE PARTNERS INTERNATIONAL | |||||||
| 300 LENORA ST 1299 | SEATTLE | WA | 98121 | N/A | PC | Challenge fund | $50,000 |
| SOCIAL VENTURE PARTNERS INTERNATIONAL | |||||||
| 300 LENORA ST 1299 | SEATTLE | WA | 98121 | N/A | PC | Challenge fund | $50,000 |
| ST PAUL CONSERVATORY OF MUSIC | |||||||
| 1619 DAYTON AVE | SAINT PAUL | MN | 55104 | N/A | PC | General & Unrestricted | $5,000 |
| SYNERGOS INSTITUTE INC | |||||||
| 3 EAST 54TH ST 14TH FLOOR | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $25,000 |
| THE BOTTOM LINE INC | |||||||
| 500 AMORY ST STE 3 | BOSTON | MA | 02130 | N/A | PC | In support of the merger exploration between Bottom Line, Inc. and Get Schooled Foundation | $15,000 |
| THE PROJECT ON GOVERNMENT OVERSIGHT INC | |||||||
| PO BOX 34758 | WASHINGTON | DC | 20043 | N/A | PC | Center for Public Integrity Transfer of Archives | $20,000 |
| THOREAU FARM TRUST INC | |||||||
| 341 VIRGINIA RD | CONCORD | MA | 01742 | N/A | PC | Thoreau Farm Trust and The Thoreau Society merger implementation | $26,500 |
| TRUSTEES OF PRINCETON UNIVERSITY | |||||||
| PO BOX 5357 | PRINCETON | NJ | 08543 | N/A | PC | To support research activity on the maintenance of the rule of law currently led by Professor Deborah Pearlstein in Princeton's Program on Law and Public Policy in the School of Public and International Affairs | $35,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 2929 WALNUT ST STE 300 | PHILADELPHIA | PA | 19104 | N/A | PC | Philanthropy Workshop | $75,000 |
| UNITED PHILANTHROPY FORUM | |||||||
| 1020 19TH ST NW STE 360 | WASHINGTON | DC | 20036 | N/A | PC | Charitable Event | $35,000 |
| VALLEY OF THE SUN UNITED WAY | |||||||
| 3115 N 3RD AVE STE G130 | PHOENIX | AZ | 85013 | N/A | PC | for general operations; Central Arizona Shelter Services, Banner Health Foundation and Alzheimer's Foundation for research and related activities, Florence Immigrant and Refugee Rights Project | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,782,606 | 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 | $4,655 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $206 | 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 | $92,553 | 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 | $97,414 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $97,414 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Hirsch Investment Company | |||||||
| 1 | 4455 E CAMELBACK RD 215A | Phoenix | AZ | 85018 | $1,294,775 | Yes (X) | Yes (X) |
| Hirsch I Jerome | |||||||
| 2 | 4455 E Camelback Road Suite C250 | Phoenix | AZ | 85018 | $245,975 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (12 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | JP MORGAN CHASE JPM, 411 sh. | $100,821 | 2025-03-28 |
| 1 | COSTCO WHOLESALE CORPORATION COST, 107 sh. | $99,764 | 2025-03-28 |
| 1 | JP MORGAN CHASE JPM, 700 sh. | $203,550 | 2025-06-30 |
| 1 | JP MORGAN CHASE JPM, 860 sh. | $249,533 | 2025-08-18 |
| 1 | CBRE GROUP CBRE, 500 sh. | $79,300 | 2025-09-29 |
| 1 | CBRE GROUP CBRE, 500 sh. | $78,685 | 2025-09-30 |
| 1 | OKLO INC CLASS A OKLO, 2100 sh. | $283,122 | 2025-10-24 |
| 2 | BERKSHIRE HATHAWAY INC. CLASS B BRK-B, 85 sh. | $43,337 | 2025-02-28 |
| 2 | CBRE GROUP CBRE, 348 sh. | $48,987 | 2025-02-28 |
| 2 | COSTCO WHOLESALE CORPORATION COST, 55 sh. | $57,018 | 2025-02-28 |
| 2 | JP MORGAN CHASE JPM, 203 sh. | $53,054 | 2025-02-28 |
| 3 | SENTINELONE INC S, 2405 sh. | $43,579 | 2025-09-10 |
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 | 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 $200,000 and PUBLICLY TRADED SECURITIES WITH A VALUE OF $1,340,750 RECEIVED IN THE TAXABLE YEAR ENDING DECEMBER 31, 2025 (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 2024. 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 2025. 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, $1,540,750. AS REPORTED ON PART XII, LINE 7, THE FOUNDATION IS TREATING $1,540,750 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 $1,540,750, OF ITS UNUSED PRIOR YEARS'CORPUS DISTRIBUTIONS, AS A CURRENT DISTRIBUTION OUT OF CORPUS. |
| 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: 12/31/2021 AMOUNT: $228,403 TAX YEAR: 12/31/2022 AMOUNT: $1,111,679 TAX YEAR: 12/31/2023 AMOUNT: $200,668 BY: LOIS SAVAGE TITLE: PRESIDENT |
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, 2025, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $1,782,606. This amount represents 25% or more of the Foundation's net assets of $530,142 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2025. 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 (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $12,159 | $12,159 |
| Foundation Dues & Memberships | $1,850 | $1,850 |
| BANK CHARGES | $77 | $77 |
| CREDIT CARD LATE FEES | $101 | $101 |
| Payroll Processing Fees | $1,383 | $1,383 |
| Postage/Delivery Service | $102 | $102 |
| Registered Agent Fee | $602 | $602 |
| Website Hosting/Support | $1,730 | $1,730 |
| DIGITAL SUBSCRIPTION | $1,570 | $1,570 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $281 | $281 | |
| Philanthropic Consulting Srvcs | $65,600 | $65,600 | |
| Website Development | $1,255 | $1,255 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2025 | $9,500 |
| 990-PF Extension for 2024 | $4,100 |