LODESTAR PHILANTHROPIC FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LODESTAR PHILANTHROPIC FOUNDATION (EIN 20-4480084)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-05
- IRS object ID
- 201621269349101202
- Schema version
- 2015v2.1
- 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
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-05T14:31:36-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | 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 | 6029562699 | PhoneNum |
| Signature | 2016-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 6029562699 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $30,983 | 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 | $819,511 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $373 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $373 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,663 | DividendsRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,680 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $310,831 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $97,868 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,396 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $819,263 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $98,241 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $92,352 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $92,352 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $36 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $744 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $744 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $43,536 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $43,536 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,767 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $2,767 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,325 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $60 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,265 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $146,760 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $60 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $146,664 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $699,198 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $699,198 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $845,958 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $60 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $845,862 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$26,695 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $98,181 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $57,530 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,983 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,983 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $148 | AcctRcvblBOYAmt |
| Total Assets BOY | $57,678 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,983 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,983 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $57,678 | RetainedEarningBOYAmt |
| Retained Earning EOY | $30,983 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $57,678 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,983 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $57,678 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,983 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $57,678 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$26,695 | ExcessRevenueOverExpensesAmt |
| Subtotal | $30,983 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $30,983 | 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 | $310,831 | GrossSalesPriceAmt |
| Cost Or Other Basis | $212,963 | CostOrOtherBasisAmt |
| Gain Or Loss | $97,868 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $97,868 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $97,868 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,144,140 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $107,148 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 10.678127 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $981,776 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $150,837 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 6.508854 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,544,534 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $187,510 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 8.237075 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $800,763 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $215,663 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 3.713029 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,002,283 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $258,560 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 3.876404 | DistributionYr5Rt |
| Total Distribution | 33.013489 | TotalDistributionRt |
| Average Distribution | 6.602698 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $78,084 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $515,565 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $982 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $516,547 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $845,862 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $982 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $982 | SubtotalAmt |
| Tax Based On Investment Income | $982 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $982 | TaxDueAmt |
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 |
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 | Phoenix | AZ | 85018 | Dir / Sec | 5.0 | $0 | $0 | $0 |
| Lois Savage | ||||||||
| 4455 East Camelback Road | Phoenix | AZ | 85018 | Pres | 5.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rockefeller Philanthropy Advisors | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 West 48th Street 10th Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Philanthropic | ServiceTypeTxt |
| Compensation | $76,301 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THIS IS A COMMUNITY-WIDE INITIATIVE TO ENCOURAGE THE EFFICIENCY AND PRODUCTIVITY OF PHILANTHROPIC CHARITIES THROUGHOUT THE SOUTHWEST REGION. | Description1Txt |
| Expenses1 | $76,301 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $79,152 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $121 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $79,273 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $79,273 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,189 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $78,084 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,904 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,904 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $982 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $982 | TotalTaxAmt |
| Distributable Before Adj | $2,922 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,922 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,922 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $845,862 | 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 | $845,862 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $982 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $844,880 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,922 | DistributableAsAdjustedAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $989,355 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $789,980 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,543,366 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $974,234 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,143,255 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,440,190 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $845,862 | QualifyingDistributionsAmt |
| Applied To Current Year | $2,922 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $842,940 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,283,130 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $989,355 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,293,775 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $789,980 | ExcessFromYear4Amt |
| Excess From Year3 | $1,543,366 | ExcessFromYear3Amt |
| Excess From Year2 | $974,234 | ExcessFromYear2Amt |
| Excess From Year1 | $1,143,255 | ExcessFromYear1Amt |
| Excess From Current Year | $842,940 | 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 (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFP FOUNDATION FOR PHILANTHROPY | |||||||
| 4300 WILSON BLVD STE 300 | ARLINGTON | VA | 22203 | N/A | PC | AFP WA, Advancement Northwest Chapter | $15,000 |
| ARIZONA COALITION TO END HOMELESSNESS 01-01-98 | |||||||
| 141 E PALM LN STE 105 | PHOENIX | AZ | 85004 | N/A | PC | Charitable Event | $2,500 |
| ARIZONA COMMUNITY FOUNDATION | |||||||
| 2201 E CAMELBACK RD STE 405B | PHOENIX | AZ | 85016 | N/A | PC | Nonprofit Capacity Building Landscape Project | $5,000 |
| ARIZONA COMMUNITY FOUNDATION | |||||||
| 2201 E CAMELBACK RD STE 405B | PHOENIX | AZ | 85016 | N/A | PC | the FastPitch Program | $10,000 |
| ARIZONA COMMUNITY FOUNDATION | |||||||
| 2201 E CAMELBACK RD STE 405B | PHOENIX | AZ | 85016 | N/A | PC | General operating support of SVPI | $5,500 |
| ARIZONA GRANTMAKERS FORUM | |||||||
| 2201 E CAMELBACK RD 405B | PHOENIX | AZ | 85016 | N/A | PC | General & Unrestricted | $2,500 |
| ARIZONA INTERFAITH MOVEMENT | |||||||
| 2630 S 20TH PL | PHOENIX | AZ | 85034 | N/A | PC | Charitable Event | $1,500 |
| ARIZONA WOMENS BOARD | |||||||
| 5921 E INDIAN BEND RD | PARADISE VLY | AZ | 85253 | N/A | PC | general operations fund | $5,000 |
| ASSOCIATION OF SMALL FOUNDATIONS DBA EXPONENT PHIL | |||||||
| 1720 N ST NW | WASHINGTON | DC | 20036 | N/A | PC | Charitable Event | $5,000 |
| BARROW NEUROLOGICAL FOUNDATION | |||||||
| 350 W THOMAS RD | PHOENIX | AZ | 85013 | N/A | PC | BNI-ASU Brain Tumor Collaboration Project | $10,000 |
| BOARDSOURCE | |||||||
| 750 9TH ST NW | WASHINGTON | DC | 20001 | N/A | PC | Long-Term Nonprofit Collaboration Board Initiative | $50,000 |
| CANCER SUPPORT COMMUNITY | |||||||
| 360 E PALM LN | PHOENIX | AZ | 85004 | N/A | PC | Charitable Event | $5,000 |
| CIRCLE THE CITY | |||||||
| 333 W INDIAN SCHOOL RD | PHOENIX | AZ | 85013 | N/A | PC | Charitable Event | $5,000 |
| EXPERIENCE MATTERS CONSORTIUM INC | |||||||
| 360 E CORONADO RD STE 170 | PHOENIX | AZ | 85004 | N/A | PC | General & Unrestricted | $5,000 |
| FOUNDATION CENTER | |||||||
| 79 5TH AVE 2ND FL | NEW YORK | NY | 10003 | N/A | PC | Collaboration Hub | $31,500 |
| FOUNDATION CENTER | |||||||
| 79 5TH AVE 2ND FL | NEW YORK | NY | 10003 | N/A | PC | Collaboration Hub | $31,500 |
| GLF GLOBAL LEADERSHIP FOUNDATION U SA | |||||||
| 3030 CLARENDON BLVD 7TH FL | ARLINGTON | VA | 22201 | N/A | PC | General & Unrestricted | $11,500 |
| INSTITUTE FOR EASTWEST STUDIES INC | |||||||
| 11 E 26TH ST 20TH FL | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $10,000 |
| JOHN JAY COLLEGE FOUNDATION INC | |||||||
| 619 W 54TH ST FL 7 | NEW YORK | NY | 10019 | N/A | PC | Mozart Academy Program | $10,000 |
| LODESTAR DAY RESOURCE CENTER | |||||||
| 1125 W JACKSON ST | PHOENIX | AZ | 85007 | N/A | PC | Charitable Event | $5,000 |
| O'CONNOR HOUSE LLC | |||||||
| 30 N 3RD AVE | PHOENIX | AZ | 85003 | N/A | PC | Charitable Event | $1,000 |
| PHILADELPHIA FOUNDATION | |||||||
| 1234 MARKET ST STE 1800 | PHILADELPHIA | PA | 19107 | N/A | PC | The Greater Philadelphia Repositioning Initiative | $10,000 |
| RHODE ISLAND HISTORICAL SOCIETY | |||||||
| 110 BENEVOLENT ST | PROVIDENCE | RI | 02906 | N/A | PC | General & Unrestricted | $5,000 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | Annual 2015 Operating Fund | $25,000 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | New York Merger, Acquisition and Collaboration Fund | $25,000 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | Boundless Readers / Working In The Schools Project | $7,111 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | Canada Federation for Sexual Health, Action Canada, and Canadians for Choice Projects | $10,933 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | CP Rochester Happiness House Project | $16,667 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | Social Accountability International Project | $8,889 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | NECHAMA Project | $5,333 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | Jewish Entrepreneurship Collaboration Project | $444 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | Editorial Projects in Education | $16,889 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | AfterSchool Works! New York Project | $4,444 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | The Actors Fund of America | $13,333 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | The Compassionate Quotient Project | $3,778 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | United Way of Toronto / United Way of Greater York Region Project | $10,933 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | Lung Cancer Research Foundation merger Project | $8,889 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | Walden Theatre Project | $13,333 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | Field Building Activities Initiative | $25,000 |
| SEACHANGE CAPITAL PARTNERS INC | |||||||
| 1385 BROADWAY FL 23 | NEW YORK | NY | 10018 | N/A | PC | Annual 2015 Operating Fund for SeaChange Capital Partners | $75,000 |
| SOCIAL VENTURE PARTNERS INTERNATIONAL | |||||||
| 220 2ND AVE S 3RD FL | SEATTLE | WA | 98104 | N/A | PC | General & Unrestricted | $20,000 |
| SYNERGOS INSTITUTE INC | |||||||
| 3 E 54TH ST 14TH FL | NEW YORK | NY | 10022 | N/A | PC | Turkey Convening of Philanthropists Project | $10,000 |
| SYNERGOS INSTITUTE INC | |||||||
| 3 E 54TH ST 14TH FL | NEW YORK | NY | 10022 | N/A | PC | Mexico Convening of Philanthropists Project | $40,722 |
| THE PHILANTHROPY WORKSHOP WEST | |||||||
| ONE LETTERMAN DR BLDG D STE D | SAN FRANCISCO | CA | 94129 | N/A | PC | 2015 Annual Grant Campaign | $10,000 |
| THIRD SECTOR NEW ENGLAND INC | |||||||
| 89 S ST STE 700 | BOSTON | MA | 02111 | N/A | PC | Nonprofit Centers Network challenge grant | $25,000 |
| VALLEY OF THE SUN UNITED WAY | |||||||
| 3200 E CAMELBACK RD STE 375 | PHOENIX | AZ | 85018 | N/A | PC | General Operations and Youth & Family Services funds | $50,000 |
| YEAR UP INC | |||||||
| 45 MILK ST 9TH FL | BOSTON | MA | 02109 | N/A | PC | Arizona Division | $5,000 |
| SYNERGOS INSTITUTE INC | |||||||
| 3 E 54TH ST 14TH FL | NEW YORK | NY | 10022 | N/A | PC | 2015 Global Philanthropists Circle Membership Campaign | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $699,198 | 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 | $373 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,663 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,680 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,396 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$248 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$248 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Hirsch I Jerome | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4455 East Camelback Road | AddressLine1Txt |
| City | Phoenix | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $819,511 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | GEN DYNAMICS CP GD, 1400 sh. | $201,635 | 2015-11-11 |
| 1 | UNIVERSITY TEX - 5.250% - 08/15/2018 915137TB9, 100000 sh. | $112,876 | 2015-06-04 |
Depreciation Schedule DepreciationSchedule
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | 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, 2015, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $674,198. This amount represents over 25% of the Foundation's net assets of $57,678 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2015. 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. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $5,285 | $5,285 | |
| Bank Charges | $60 | $60 | |
| Foundation Dues & Memberships | $750 | $750 | |
| ANNUAL CREDIT CARD FEES | $50 | $50 | |
| Office Supplies | $11 | $11 | |
| Postage/Delivery Service | $6 | $6 | |
| State or Local Filing Fees | $10 | $10 | |
| Website Hosting/Support | $981 | $981 | |
| REGISTERED AGENT FEES | $172 | $172 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Revenue And Expenses Per Books | $1,396 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Philanthropic Consulting Srvcs | CategoryTxt |
| Amt | $92,352 | Amt |
| Disbursements Charitable Prps | $92,352 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Extension for 2014 | CategoryTxt |
| Amt | $36 | Amt |