STRATEGY STUDIO / PUBLIC DATA EXPLORER

STARR FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
STARR FOUNDATION (EIN 81-0487929)
Tax period
2012-10-01 to 2013-09-30
Filed
2013-11-27
IRS object ID
201323319349100102
Schema version
2012v2.3
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)
Timestamp2013-11-27T10:40:30-06:00Timestamp
Tax Period End Date2013-09-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1049AddressLine1
CitySIDNEYCity
StateMTState
ZIP Code592701049ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-10-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN810487929EIN

Name Name

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

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameLESLIE TVEITName
TitleTREASURERTitle
Date Signed2013-11-08DateSigned
Authorize Third PartyfalseAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameTERRY AVERETTName
Phone4064335464Phone
Date Prepared2013-11-27DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY302066FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss665InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm665InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm665InterestOnSavingsAdjNetIncm
Gross Rents Rev And Expnss10134GrossRentsRevAndExpnss
Gross Rents Net Invst Incm10134GrossRentsNetInvstIncm
Gross Rents Adj Net Incm10134GrossRentsAdjNetIncm
Net Rental Income Or Loss10134NetRentalIncomeOrLoss
Other Income Rev And Expnss59OtherIncomeRevAndExpnss
Other Income Adj Net Incm59OtherIncomeAdjNetIncm
Total Revenue And Expenses10858TotalRevenueAndExpenses
Total Net Investment Income10799TotalNetInvestmentIncome
Total Adjusted Net Income10858TotalAdjustedNetIncome
Accounting Fees Rev And Expnss175AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm175AccountingFeesNetInvstIncm
Taxes Rev And Expnss78TaxesRevAndExpnss
Taxes Net Invst Incm78TaxesNetInvstIncm
Other Expenses Rev And Expnss9OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm9OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss262TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm262TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss6400ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps6400ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss6662TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm262TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps6400TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses4196ExcessOfRevenueOverExpenses
Net Investment Income10537NetInvestmentIncome
Adjusted Net Income10858AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY65CashBOY
Cash EOY462CashEOY
Cash EOYFMV462CashEOYFMV
Savings And Temp Cash Invst BOY297805SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY301604SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV301604SavingsAndTempCashInvstEOYFMV
Total Assets BOY297870TotalAssetsBOY
Total Assets EOY302066TotalAssetsEOY
Total Assets EOYFMV302066TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY297870UnrestrictedBOY
Unrestricted EOY302066UnrestrictedEOY
Total Net Assets BOY297870TotalNetAssetsBOY
Total Net Assets EOY302066TotalNetAssetsEOY
Total Liabilities Net Assets BOY297870TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY302066TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY297870TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses4196ExcessOfRevenueOverExpenses
Subtotal302066Subtotal
Total Net Assets Fund Balances EOY302066TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year16400QualifyingDistributionsYear1
Noncharitable Assets Year1294921NoncharitableAssetsYear1
Distribution Ratio Year10.021701DistributionRatioYear1
Qualifying Distributions Year25737QualifyingDistributionsYear2
Noncharitable Assets Year26382NoncharitableAssetsYear2
Distribution Ratio Year20.898935DistributionRatioYear2
Qualifying Distributions Year35743QualifyingDistributionsYear3
Noncharitable Assets Year3296040NoncharitableAssetsYear3
Distribution Ratio Year30.019399DistributionRatioYear3
Qualifying Distributions Year45129QualifyingDistributionsYear4
Noncharitable Assets Year4291297NoncharitableAssetsYear4
Distribution Ratio Year40.017607DistributionRatioYear4
Qualifying Distributions Year53896QualifyingDistributionsYear5
Noncharitable Assets Year5293937NoncharitableAssetsYear5
Distribution Ratio Year50.013255DistributionRatioYear5
Total Distribution Ratio0.970897TotalDistributionRatio
Average Distribution Ratio0.194179AverageDistributionRatio
Net Noncharitable Assets295468NetNoncharitableAssets
Adjusted Noncharitable Assets57374AdjustedNoncharitableAssets
One Percent Net Investment Income105OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One57479AdjNonchrtblAssetsAndOnePct
Qualifying Distributions6400QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax211InvestmentIncomeExciseTax
Subtotal211Subtotal
Tax Based On Investment Income211TaxBasedOnInvestmentIncome
Tax Due211TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameKIM SYTHBooksInCareOfPersonName
Books In Care Of Phone Number4067475188BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
MIKE WEBER
PO BOX 447FAIRVIEWMT59221PRESIDENT0.25000
LESLIE TVEIT
13854 HWY 16FAIRVIEWMT59221SECRETARY/TR0.25000
MARILYN USSELMAN
35518 CO RD 133FAIRVIEWMT59221MEMBER0.25000
MATT SCHRIVER
PO BOX 145FAIRVIEWMT59221VICE PRESIDE0.25000
ALMA CHRISTIANSEN
PO BOX 5FAIRVIEWMT59221MEMBER0.25000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1FUNDS ARE TO FINANCE SCHOLARSHIPSDescription1
Expenses15400Expenses1
Description2FUNDS ARE FOR COMMUNITY SERVICEDescription2
Expenses21000Expenses2

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances299968AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets299968TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets299968AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable4500CashDeemedCharitable
Net Noncharitable Assets295468NetNoncharitableAssets
Minimum Investment Return14773MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return14773MinimumInvestmentReturn
Tax Based On Investment Income211TaxBasedOnInvestmentIncome
Total Tax211TotalTax
Distributable Amount Before Adj14562DistributableAmountBeforeAdj
Distributable Amount Before Ded14562DistributableAmountBeforeDed
Distributable Amount As Adjusted14562DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions6400ExpensesAndContributions
Qualifying Distributions6400QualifyingDistributions
Adj Qualifying Distributions6400AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted14562DistributableAmountAsAdjusted
Undistributed Income Prior Year8524UndistributedIncomePriorYear
Qualifying Distributions6400QualifyingDistributions
Applied To Year16400AppliedToYear1
Taxable Amount22124TaxableAmount2
Undistributed Income CY14562UndistributedIncomeCY

Supplementary Information SupplementaryInformation

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

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameKIM SYTHRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 151AddressLine1
CityFAIRVIEWCity
StateMTState
ZIP Code59221ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number4067475188RecipientPhoneNumber
Form And Info And MaterialsNO PRESENT FORM OR REQUIRED CONTENTSFormAndInfoAndMaterials
Submission DeadlinesSCHOLARSHIP APPLICATIONS MUST BE RECEIVED BY APPLICABLE DEADLINE DETERMINED BY THE BOARD ANNUALLYSubmissionDeadlines
Restrictions On AwardsTHERE ARE NO RESTRICTIONS ON SCHOLARSHIPSRestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
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
ASHLEY SKORPIL
BOX 151FAIRVIEWMT59221NONESCHOLARSHIP$600
JENNA FINSAAS
BOX 151FAIRVIEWMT59221NONESCHOLARSHIP$600
SHELBY NORBY
BOX 151FAIRVIEWMT59221NONESCHOLARSHIP$600
LEXI CAYKO
BOX 151FAIRVIEWMT59221NONESCHOLARSHIP$600
JERED DAHL
BOX 151FAIRVIEWMT59221NONESCHOLARSHIP$600
RILEY REYNOLDS
BOX 151FAIRVIEWMT59221NONESCHOLARSHIP$600
BRITTANY SCHNEIDER
BOX 151FAIRVIEWMT59221NONESCHOLARSHIP$600
BROCK SCHRIVER
BOX 151FAIRVIEWMT59221NONESCHOLARSHIP$600
JACE TAYLOR
BOX 151FAIRVIEWMT59221NONESCHOLARSHIP$600
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year6400TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Related Or Exempt Function Income665RelatedOrExemptFunctionIncome

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Related Or Exempt Function Income10134RelatedOrExemptFunctionIncome

Other Revenue Described OtherRevenueDescribed

FieldValueIRS element (for citing)
DescriptionINSURANCE REFUNDDescription
Related Or Exempt Function Income59RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Related Or Exempt Function Income10858RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA10858TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEECategory
Amount$175Amount
Net Investment Income175NetInvestmentIncome

Compensation Explanation CompensationExplanation

Compensation Compensation (5 entries)

MIKE WEBER
LESLIE TVEIT
MARILYN USSELMAN
MATT SCHRIVER
ALMA CHRISTIANSEN

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncome
EXPENSES
POSTAGE99

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionINSURANCE REFUNDDescription
Revenue And Expenses Per Books59RevenueAndExpensesPerBooks
Adjusted Net Income59AdjustedNetIncome

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategory
Amount$78Amount
Net Investment Income78NetInvestmentIncome