STRATEGY STUDIO / PUBLIC DATA EXPLORER

STARR FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
STARR FOUNDATION (EIN 81-0487929)
Tax period
2013-10-01 to 2014-09-30
Filed
2014-11-17
IRS object ID
201413219349102671
Schema version
2013v3.1
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)
Return2014-11-17T15:15:29-06:00ReturnTs
Tax Period End2014-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN810390671PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BRENNER AVERETT & CO PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1049AddressLine1
CitySIDNEYCity
StateMTState
ZIP Code592701049ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810487929EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STARR FOUNDATIONBusinessNameLine1
Business Name Line2C/O LESLIE TVEITBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlSTARBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line113854 HWY 16AddressLine1
CityFAIRVIEWCity
StateMTState
ZIP Code59221ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLESLIE TVEITPersonNm
Person TitleTREASURERPersonTitleTxt
Signature2014-11-10SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTERRY AVERETTPreparerPersonNm
PTINP00018756PTIN
Phone4064335464PhoneNum
Preparation2014-11-17PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$296,187FMVAssetsEOYAmt
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$1,463InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,463InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1,463InterestOnSavingsAdjNetIncmAmt
Other Income Rev And Expnss$72OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm$72OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$1,535TotalRevAndExpnssAmt
Total Net Invst Incm$1,463TotalNetInvstIncmAmt
Total Adj Net Incm$1,535TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$175AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$175AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$7TaxesRevAndExpnssAmt
Taxes Net Invst Incm$7TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$20OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$20OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$202TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$202TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,202TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$202TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,667ExcessRevenueOverExpensesAmt
Net Investment Income$1,261NetInvestmentIncomeAmt
Adjusted Net Income$1,535AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$462CashBOYAmt
Cash EOY$121CashEOYAmt
Cash EOYFMV$121CashEOYFMVAmt
Sav And Temp Cash Invst BOY$301,604SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$296,066SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$296,066SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$302,066TotalAssetsBOYAmt
Total Assets EOY$296,187TotalAssetsEOYAmt
Total Assets EOYFMV$296,187TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$302,066UnrestrictedBOYAmt
Unrestricted EOY$296,187UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$302,066TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$296,187TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$302,066TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$296,187TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$302,066TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,667ExcessRevenueOverExpensesAmt
Subtotal$296,399SubtotalAmt
Other Decreases$212OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$296,187TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$6,400AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$295,468NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.021661DistributionYr1Rt
Adjusted Qlfy Distri Yr2$6,400AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$294,921NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.021701DistributionYr2Rt
Adjusted Qlfy Distri Yr3$5,737AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$6,382NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.898935DistributionYr3Rt
Adjusted Qlfy Distri Yr4$5,743AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$296,040NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.019399DistributionYr4Rt
Adjusted Qlfy Distri Yr5$5,129AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$291,297NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.017607DistributionYr5Rt
Total Distribution0.979303TotalDistributionRt
Average Distribution0.195861AverageDistributionRt
Net Vl Noncharitable Assets$294,639NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$57,708AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$13NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$57,721AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$7,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$25InvestmentIncomeExciseTaxAmt
Subtotal$25SubtotalAmt
Tax Based On Investment Income$25TaxBasedOnInvestmentIncomeAmt
Tax Due$25TaxDueAmt

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
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKIM SYTHIndividualWithBooksNm
Phone4067475188PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1BOX 151AddressLine1
CityFAIRVIEWCity
StateMTState
ZIP Code59221ZIPCode
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
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MIKE WEBER
PO BOX 447FAIRVIEWMT59221PRESIDENT1.00$0$0$0
LESLIE TVEIT
13854 HWY 16FAIRVIEWMT59221SECRETARY/TR1.00$0$0$0
MARILYN USSELMAN
35518 CO RD 133FAIRVIEWMT59221MEMBER1.00$0$0$0
D LUKE KLOLER
904 8TH ST SWFAIRVIEWMT59221MEMBER1.00$0$0$0
ALMA CHRISTIANSEN
PO BOX 5FAIRVIEWMT59221MEMBER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1FUNDS ARE TO FINANCE SCHOLARSHIPSDescription1Txt
Expenses1$6,000Expenses1Amt
Description2FUNDS ARE FOR COMMUNITY SERVICEDescription2Txt
Expenses2$1,000Expenses2Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,056AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$292,070FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$299,126TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$299,126AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,487CashDeemedCharitableAmt
Net Vl Noncharitable Assets$294,639NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,732MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$14,732MinimumInvestmentReturnAmt
Tax Based On Investment Income$25TaxBasedOnInvestmentIncomeAmt
Total Tax$25TotalTaxAmt
Distributable Before Adj$14,707DistributableBeforeAdjAmt
Distributable Before Ded$14,707DistributableBeforeDedAmt
Distributable As Adjusted$14,707DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,000ExpensesAndContributionsAmt
Qualifying Distributions$7,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$7,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$14,707DistributableAsAdjustedAmt
Undistributed Income PY$14,562UndistributedIncomePYAmt
Qualifying Distributions$7,000QualifyingDistributionsAmt
Applied To Year1$7,000AppliedToYear1Amt
Taxable2$7,562Taxable2Amt
Undistributed Income CY$14,707UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONE SINCE 2001ContributingManagerNm
Contributing ManagerWILL OF JAMES M STARR REPORTED 1500ContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKIM SYTHRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 151AddressLine1
CityFAIRVIEWCity
StateMTState
ZIP Code59221ZIPCode
FieldValueIRS element (for citing)
Recipient Phone4067475188RecipientPhoneNum
Form And Info And MaterialsNO PRESENT FORM OR REQUIRED CONTENTSFormAndInfoAndMaterialsTxt
Submission DeadlinesSCHOLARSHIP APPLICATIONS MUST BE RECEIVED BY APPLICABLE DEADLINE DETERMINED BY THE BOARD ANNUALLYSubmissionDeadlinesTxt
Restrictions On AwardsTHERE ARE NO RESTRICTIONS ON SCHOLARSHIPSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ST CATHERINE'S CATHOLIC
317 W 7TH STFAIRVIEWMT59221NONECOMMUNITY SERVICE$300
ZION LUTHERAN CHURCH
309 S CENTRAL AVEFAIRVIEWMT59221NONECOMMUNITY SERVICE$300
COMMUNITY PRESBYTERIAN CH
403 W 4TH STREETFAIRVIEWMT59221NONECOMMUNITY SERVICE$300
MONDAK HERITAGE CENTER
PO BOX 50SIDNEYMT59270NONECOMMUNITY SERVICE$100
LEXI CAYKO
BOX 104FAIRVIEWMT59221NONESCHOLARSHIP$600
RILEY REYNOLDS
BOX 364FAIRVIEWMT59221NONESCHOLARSHIP$600
BRITTANY SCHNEIDER
BOX 267FAIRVIEWMT59221NONESCHOLARSHIP$600
BROCK SCHRIVER
BOX 145FAIRVIEWMT59221NONESCHOLARSHIP$600
JACE TAYLOR
BOX 322FAIRVIEWMT59221NONESCHOLARSHIP$600
CODY VITT
14013 CP0 RD 340FAIRVIEWMT59221NNONESCHOLARSHIP$600
DILLON KARST
32110HWY 58FAIRVIEWMT59221NONESCHOLARSHIP$600
AMBER FRIESS
14221 CO RD 341FAIRVIEWMT59221NONESCHOLARSHIP$600
ERIN COZZENS
15832 HWY 200FAIRVIEWMT59221NONESCHOLARSHIP$600
ABIGAIL LEBSOCK
BOX 244FAIRVIEWMT59221NONESCHOLARSHIP$600
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,463RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOIL ROYALTYDesc
Related Or Exempt Function Incm$72RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,535RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,535TotalIncomeProducingActyAmt

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)
CategoryTAX PREPARATION FEECategoryTxt
Amt$175Amt
Net Investment Income$175NetInvestmentIncomeAmt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (5 entries)

MIKE WEBER
LESLIE TVEIT
MARILYN USSELMAN
D LUKE KLOLER
ALMA CHRISTIANSEN

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
Description9/30/2013 FEDERAL INCOME TAXDescription
Amount$212Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
MISCELLANEOUS FEE$20$20

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOIL ROYALTYDesc
Revenue And Expenses Per Books$72RevenueAndExpensesPerBooksAmt
Adjusted Net Income$72AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryPROPERTY TAXESCategoryTxt
Amt$7Amt
Net Investment Income$7NetInvestmentIncomeAmt