STRATEGY STUDIO / PUBLIC DATA EXPLORER

STARR FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
STARR FOUNDATION (EIN 81-0487929)
Tax period
2019-10-01 to 2020-09-30
Filed
2021-02-15
IRS object ID
202120469349100802
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-02-15T10:03:32-05:00ReturnTs
Tax Period End2020-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1M Kittleson & Company PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 353AddressLine1Txt
CityFairviewCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59221ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810487929EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Starr FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTARBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line134396 County Road 140AddressLine1Txt
CityFairviewCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59221ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJanet DudaPersonNm
Person TitleSecretaryPersonTitleTxt
Signature2021-01-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMarsha KittlesonPreparerPersonNm
PTINP00116730PTIN
Phone4067425064PhoneNum
Preparation2021-02-15PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$292,979FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$5,560InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,560InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$5,560InterestOnSavingsAdjNetIncmAmt
Other Income Rev And Expnss$187OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$187OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$187OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$5,747TotalRevAndExpnssAmt
Total Net Invst Incm$5,747TotalNetInvstIncmAmt
Total Adj Net Incm$5,747TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$125AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$125AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$42TaxesRevAndExpnssAmt
Taxes Net Invst Incm$42TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$41OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$41OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$333TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$208TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$125TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,733TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$208TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,525TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$986ExcessRevenueOverExpensesAmt
Net Investment Income$5,539NetInvestmentIncomeAmt
Adjusted Net Income$5,747AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,624CashBOYAmt
Cash EOY$1,638CashEOYAmt
Cash EOYFMV$1,638CashEOYFMVAmt
Sav And Temp Cash Invst BOY$291,341SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$291,341SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$291,341SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$293,965TotalAssetsBOYAmt
Total Assets EOY$292,979TotalAssetsEOYAmt
Total Assets EOYFMV$292,979TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$293,965NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$292,979NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$293,965TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$292,979TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$293,965TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$292,979TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$293,965TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$986ExcessRevenueOverExpensesAmt
Subtotal$292,979SubtotalAmt
Tot Net Ast Or Fund Balances EOY$292,979TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$4,725AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$289,143NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.016341DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,945AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$290,201NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.010148DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,345AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$288,310NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.008134DistributionYr3Rt
Adjusted Qlfy Distri Yr4$4,145AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$290,690NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.014259DistributionYr4Rt
Adjusted Qlfy Distri Yr5$5,930AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$294,487NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.020137DistributionYr5Rt
Total Distribution0.069019TotalDistributionRt
Average Distribution0.013804AverageDistributionRt
Net Vl Noncharitable Assets$290,039NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$4,004AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$55NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$4,059AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$6,525QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$55InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$55SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$55TaxBasedOnInvestmentIncomeAmt
Tax Due$55TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMTOrgReportOrRegisterStateCd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksJanet DudaIndividualWithBooksNm
Phone4067425203PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line134396 County Road 140AddressLine1Txt
CityFairviewCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59221ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Mike Weber
PO Box 447FairviewMT59221President0.00$0$0$0
D Luke Kloker
904 8th St SWFairviewMT59221Vice President0.00$0$0$0
Janet Duda
34396 County Road 140FairviewMT59221Secretary1.00$0$0$0
Mary Ann Danielson
3051 160th Ave NwFairviewMT59221Member0.00$0$0$0
Marilyn Usselman
35518 County Road 133FairviewMT59221Member0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Funds are to finance scholarshipsDescription1Txt
Expenses1$5,400Expenses1Amt
Description2Funds are for community serviceDescription2Txt
Expenses2$1,000Expenses2Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,115AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$291,341FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$294,456TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$294,456AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,417CashDeemedCharitableAmt
Net Vl Noncharitable Assets$290,039NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,502MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$14,502MinimumInvestmentReturnAmt
Tax Based On Investment Income$55TaxBasedOnInvestmentIncomeAmt
Total Tax$55TotalTaxAmt
Distributable Before Adj$14,447DistributableBeforeAdjAmt
Distributable Before Ded$14,447DistributableBeforeDedAmt
Distributable As Adjusted$14,447DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,525ExpensesAndContributionsAmt
Qualifying Distributions$6,525QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$55PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$6,470AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$14,447DistributableAsAdjustedAmt
Undistributed Income PY$14,415UndistributedIncomePYAmt
Prior Year12015PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32017PriorYear3Yr
Total For Prior Years$30,628TotalForPriorYearsAmt
Qualifying Distributions$6,525QualifyingDistributionsAmt
Applied To Year1$6,525AppliedToYear1Amt
Prior Year Undistributed Incm$30,628PriorYearUndistributedIncmAmt
Taxable1$30,628Taxable1Amt
Taxable2$7,890Taxable2Amt
Undistributed Income CY$14,447UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJanet DudaRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line134396 County RoadAddressLine1Txt
CityFairviewCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59221ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4067425203RecipientPhoneNum
Form And Info And MaterialsNo present form or required contentFormAndInfoAndMaterialsTxt
Submission DeadlinesDeadline setup yearlySubmissionDeadlinesTxt
Restrictions On AwardsThere are no restriction on scholarshipsRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Zion Lutheran Church
317 W 7th StFairviewMT59221NCCommunity Service$300
St Catherine Church
309 S Central AveFairviewMT59221NCcommunity service$300
Community Presbyterian Church
403 W 4th StreetFairviewMT59221NCcommunity service$300
Mondak Heritage Center
120 3rd Ave SESidneyMT59270NCcommunity service$100
Lak Kloker
904 8th St SWFairviewMT59221Ischolarship$600
Joshua Herron
509 S Western AveFairviewMT59221Ischolarship$600
Emily Axtman
34396 CR 140FairviewMT59221Ischolarship$600
Jesse Selting
34396 CR 140FairviewMT59221Ischolarship$600
Bryce Neu
34396 CR 140FairviewMT59221Ischolarship$600
Jaycie Rau
34396 CR 140FairviewMT59221Ischolarship$600
Jade Schlothauer
34396 CR 140FairviewMT59221IScholarship$600
Allyson Young
34396 CR 140FairviewMT59221IScholarship$600
Kellie Hansen
34396 CR 140FairviewMT59221IScholarship$600
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,400TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$250Amt
Net Investment Income$125NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$125DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSuppliesDesc
Revenue And Expenses Per Books$41RevenueAndExpensesPerBooksAmt
Net Investment Income$41NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOil RoyaltiesDesc
Revenue And Expenses Per Books$187RevenueAndExpensesPerBooksAmt
Net Investment Income$187NetInvestmentIncomeAmt
Adjusted Net Income$187AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTaxesCategoryTxt
Amt$42Amt
Net Investment Income$42NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt