STRATEGY STUDIO / PUBLIC DATA EXPLORER

STARR FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
STARR FOUNDATION (EIN 81-0487929)
Tax period
2011-10-01 to 2012-09-30
Filed
2012-11-21
IRS object ID
201223269349100107
Schema version
2011v1.2
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)
Timestamp2012-11-21T17:02:22-06:00Timestamp
Tax Period End Date2012-09-30TaxPeriodEndDate

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 Date2011-10-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN810487929EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1STARR FOUNDATIONBusinessNameLine1
Business Name Line2C/O KIMBERLY SYTHBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlSTARNameControl

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameKIMBERLY SYTHName
TitleTREASURERTitle
Date Signed2012-11-16DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameTERRY AVERETTName
Phone4064335464Phone
Date Prepared2012-11-21DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY297870FMVAssetsEOY
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 Expnss4100InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm4100InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm4100InterestOnSavingsAdjNetIncm
Other Income Rev And Expnss53OtherIncomeRevAndExpnss
Other Income Net Invst Incm53OtherIncomeNetInvstIncm
Other Income Adj Net Incm53OtherIncomeAdjNetIncm
Total Revenue And Expenses4153TotalRevenueAndExpenses
Total Net Investment Income4153TotalNetInvestmentIncome
Total Adjusted Net Income4153TotalAdjustedNetIncome
Accounting Fees Rev And Expnss175AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm175AccountingFeesNetInvstIncm
Taxes Rev And Expnss63TaxesRevAndExpnss
Taxes Net Invst Incm63TaxesNetInvstIncm
Tot Opr Expenses Rev And Expnss238TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm238TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss6400ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps6400ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss6638TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm238TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps6400TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-2485ExcessOfRevenueOverExpenses
Net Investment Income3915NetInvestmentIncome
Adjusted Net Income4153AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY1393CashBOY
Cash EOY65CashEOY
Cash EOYFMV65CashEOYFMV
Savings And Temp Cash Invst BOY299562SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY297805SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV297805SavingsAndTempCashInvstEOYFMV
Total Assets BOY300955TotalAssetsBOY
Total Assets EOY297870TotalAssetsEOY
Total Assets EOYFMV297870TotalAssetsEOYFMV
Accounts Payable BOY600AccountsPayableBOY
Total Liabilities BOY600TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY300355UnrestrictedBOY
Unrestricted EOY297870UnrestrictedEOY
Total Net Assets BOY300355TotalNetAssetsBOY
Total Net Assets EOY297870TotalNetAssetsEOY
Total Liabilities Net Assets BOY300955TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY297870TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY300355TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-2485ExcessOfRevenueOverExpenses
Subtotal297870Subtotal
Total Net Assets Fund Balances EOY297870TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year15737QualifyingDistributionsYear1
Noncharitable Assets Year16382NoncharitableAssetsYear1
Distribution Ratio Year10.898935DistributionRatioYear1
Qualifying Distributions Year25743QualifyingDistributionsYear2
Noncharitable Assets Year2296040NoncharitableAssetsYear2
Distribution Ratio Year20.019399DistributionRatioYear2
Qualifying Distributions Year35129QualifyingDistributionsYear3
Noncharitable Assets Year3291297NoncharitableAssetsYear3
Distribution Ratio Year30.017607DistributionRatioYear3
Qualifying Distributions Year43896QualifyingDistributionsYear4
Noncharitable Assets Year4293937NoncharitableAssetsYear4
Distribution Ratio Year40.013255DistributionRatioYear4
Qualifying Distributions Year54000QualifyingDistributionsYear5
Noncharitable Assets Year5236552NoncharitableAssetsYear5
Distribution Ratio Year50.016910DistributionRatioYear5
Total Distribution Ratio0.966106TotalDistributionRatio
Average Distribution Ratio0.193221AverageDistributionRatio
Net Noncharitable Assets294921NetNoncharitableAssets
Adjusted Noncharitable Assets56985AdjustedNoncharitableAssets
One Percent Net Investment Income39OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One57024AdjNonchrtblAssetsAndOnePct
Qualifying Distributions6400QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax78InvestmentIncomeExciseTax
Subtotal78Subtotal
Tax Based On Investment Income78TaxBasedOnInvestmentIncome
Tax Due78TaxDue
Amount Credited To Next Year0AmountCreditedToNextYear

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

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 151FAIRVIEWMT59221PRESIDENT0.25000
LESLIE TVEIT
PO BOX 151FAIRVIEWMT59221VICE PRES.0.25000
KIM SYTH
PO BOX 151FAIRVIEWMT59221SECRETARY0.25000
MATT SCHRIVER
PO BOX 151FAIRVIEWMT59221MEMBER0.25000
ALMA CHRISTIANSEN
PO BOX 151FAIRVIEWMT59221MEMBER0.25000
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
Description2FUNDS ARE FOR COMMUNITY SERVICEDescription2

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 Balances299412AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets299412TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets299412AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable4491CashDeemedCharitable
Net Noncharitable Assets294921NetNoncharitableAssets
Minimum Investment Return14746MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return14746MinimumInvestmentReturn
Tax Based On Investment Income78TaxBasedOnInvestmentIncome
Total Tax78TotalTax
Distributable Amount Before Adj14668DistributableAmountBeforeAdj
Distributable Amount Before Ded14668DistributableAmountBeforeDed
Distributable Amount As Adjusted14668DistributableAmountAsAdjusted

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 Adjusted14668DistributableAmountAsAdjusted
Undistributed Income Prior Year256UndistributedIncomePriorYear
Qualifying Distributions6400QualifyingDistributions
Applied To Year1256AppliedToYear1
Applied To Current Year6144AppliedToCurrentYear
Undistributed Income CY8524UndistributedIncomeCY

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
LAKEN DSCHAAK
BOX 151FAIRVIEWMT59221NONESCHOLARSHIP$600
CHASE USSELMAN
BOX 151FAIRVIEWMT59221NONESCHOLARSHIP$600
BLAKE REYNOLDS
BOX 151FAIRVIEWMT59221NONESCHOLARSHIP$600
ALYSON CAYKO
BOX 151FAIRVIEWMT59221NONESCHOLARSHIP$600
TIFFANEY KITTLESON
BOX 151FAIRVIEWMT59221NONESCHOLARSHIP$600
JORDEN COTTER
BOX 151FAIRVIEWMT59221NONESCHOLARSHIP$600
ASJLEY SKORPIL
BOX 151FAIRVIEWMT59221NONESCHOLARSHIP$600
JENNA FINSAAS
BOX 151FAIRVIEWMT59221NONESCHOLARSHIP$600
SHELBY NORBY
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 Income4100RelatedOrExemptFunctionIncome

Other Investment Income Part VII OtherInvestmentIncomePartVII

FieldValueIRS element (for citing)
Related Or Exempt Function Income53RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Related Or Exempt Function Income4153RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA4153TotalPartXVIA

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
KIM SYTH
MATT SCHRIVER
ALMA CHRISTIANSEN

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionOTHER INVESTMENT INCOMEDescription
Revenue And Expenses Per Books53RevenueAndExpensesPerBooks
Net Investment Income53NetInvestmentIncome
Adjusted Net Income53AdjustedNetIncome

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategory
Amount$63Amount
Net Investment Income63NetInvestmentIncome