STARR FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- STARR FOUNDATION (EIN 81-0487929)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2012-01-10
- IRS object ID
- 201230619349100153
- Schema version
- 2010v3.6
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-01-10T17:41:17-06:00 | Timestamp |
| Tax Period End Date | 2011-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRENNER AVERETT & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1049 | AddressLine1 |
| City | SIDNEY | City |
| State | MT | State |
| ZIP Code | 592701049 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810487929 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STARR FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O KIMBERLY SYTH | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STAR | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BOX 151 | AddressLine1 |
| City | FAIRVIEW | City |
| State | MT | State |
| ZIP Code | 59221 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KIMBERLY SYTH | Name |
| Title | TREASURER | Title |
| Date Signed | 2012-01-10 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARSHA KITTLESON | Name |
| Phone | 4064335464 | Phone |
| Date Prepared | 2012-01-10 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 300955 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 6507 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 6507 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 6507 | InterestOnSavingsAdjNetIncm |
| Other Income Rev And Expnss | 11 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 11 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 11 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 6518 | TotalRevenueAndExpenses |
| Total Net Investment Income | 6518 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 6518 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 175 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 175 | AccountingFeesNetInvstIncm |
| Taxes Rev And Expnss | 57 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 57 | TaxesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 232 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 232 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 5800 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 5800 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 6032 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 232 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 5800 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 486 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 6286 | NetInvestmentIncome |
| Adjusted Net Income | 6518 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1313 | CashBOY |
| Cash EOY | 1393 | CashEOY |
| Cash EOYFMV | 1393 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 299756 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 299562 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 299562 | SavingsAndTempCashInvstEOYFMV |
| Total Assets BOY | 301069 | TotalAssetsBOY |
| Total Assets EOY | 300955 | TotalAssetsEOY |
| Total Assets EOYFMV | 300955 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 1200 | AccountsPayableBOY |
| Accounts Payable EOY | 600 | AccountsPayableEOY |
| Total Liabilities BOY | 1200 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 600 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 299869 | UnrestrictedBOY |
| Unrestricted EOY | 300355 | UnrestrictedEOY |
| Total Net Assets BOY | 299869 | TotalNetAssetsBOY |
| Total Net Assets EOY | 300355 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 301069 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 300955 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 299869 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 486 | ExcessOfRevenueOverExpenses |
| Subtotal | 300355 | Subtotal |
| Total Net Assets Fund Balances EOY | 300355 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 5743 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 296040 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.019399 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 5129 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 291297 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.017607 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 3896 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 293937 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.013255 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 4000 | QualifyingDistributionsYear4 |
| Total Distribution Ratio | 0.050261 | TotalDistributionRatio |
| Average Distribution Ratio | 0.016754 | AverageDistributionRatio |
| Net Noncharitable Assets | 6382 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 107 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 63 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 170 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 5800 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 63 | InvestmentIncomeExciseTax |
| Subtotal | 63 | Subtotal |
| Tax Based On Investment Income | 63 | TaxBasedOnInvestmentIncome |
| Tax Due | 63 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | KIM SYTH | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4067475188 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BOX 151 | AddressLine1 |
| City | FAIRVIEW | City |
| State | MT | State |
| ZIP Code | 59221 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| MIKE WEBER | ||||||||
| PO BOX 151 | FAIRVIEW | MT | 59221 | PRESIDENT | 0.25 | 0 | 0 | 0 |
| LESLIE TVEIT | ||||||||
| PO BOX 151 | FAIRVIEW | MT | 59221 | VICE PRES. | 0.25 | 0 | 0 | 0 |
| KIM SYTH | ||||||||
| PO BOX 151 | FAIRVIEW | MT | 59221 | SECRETARY | 0.25 | 0 | 0 | 0 |
| MATT SCHRIVER | ||||||||
| PO BOX 151 | FAIRVIEW | MT | 59221 | MEMBER | 0.25 | 0 | 0 | 0 |
| ALMA CHRISTIANSEN | ||||||||
| PO BOX 151 | FAIRVIEW | MT | 59221 | MEMBER | 0.25 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FUNDS ARE TO FINANCE SCHOLARSHIPS | Description1 |
| Expenses1 | 4800 | Expenses1 |
| Description2 | FUNDS ARE FOR COMMUNITY SERVICE | Description2 |
| Expenses2 | 1000 | Expenses2 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 6479 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 6479 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 6479 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 97 | CashDeemedCharitable |
| Net Noncharitable Assets | 6382 | NetNoncharitableAssets |
| Minimum Investment Return | 319 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 319 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 63 | TaxBasedOnInvestmentIncome |
| Total Tax | 63 | TotalTax |
| Distributable Amount Before Adj | 256 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 256 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 256 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 5800 | ExpensesAndContributions |
| Qualifying Distributions | 5800 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 63 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 5737 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 256 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 14745 | UndistributedIncomePriorYear |
| Qualifying Distributions | 5800 | QualifyingDistributions |
| Applied To Year1 | 5800 | AppliedToYear1 |
| Taxable Amount2 | 8945 | TaxableAmount2 |
| Undistributed Income CY | 256 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE SINCE 2001 | ContributingManager |
| Contributing Manager | WILL OF JAMES M STARR REPORTED 1500 | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | KIM SYTH | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 151 | AddressLine1 |
| City | FAIRVIEW | City |
| State | MT | State |
| ZIP Code | 59221 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4067475188 | RecipientPhoneNumber |
| Form And Info And Materials | NO PRESENT FORM OR REQUIRED CONTENTS | FormAndInfoAndMaterials |
| Submission Deadlines | SCHOLARSHIP APPLICATIONS MUST BE RECEIVED BY APPLICABLE DEADLINE DETERMINED BY THE BOARD ANNUALLY | SubmissionDeadlines |
| Restrictions On Awards | THERE ARE NO RESTRICTIONS ON SCHOLARSHIPS | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| JOSH TAYLOR | ||||||
| BOX 151 | FAIRVIEW | MT | 59221 | NONE | SCHOLARSHIP | $600 |
| CATTIE SCHELMERDINE | ||||||
| BOX 151 | FAIRVIEW | MT | 59221 | NONE | SCHOLARSHIP | $600 |
| ST CATHERINE'S CATHOLIC | ||||||
| 317 W 7TH ST | FAIRVIEW | MT | 59221 | NONE | COMMUNITY SERVICE | $300 |
| ZION LUTHERAN CHURCH | ||||||
| 309 S CENTRAL AVE | FAIRVIEW | MT | 59221 | NONE | COMMUNITY SERVICE | $300 |
| COMMUNITY PRESBYTERIAN CH | ||||||
| 403 W 4TH STREET | FAIRVIEW | MT | 59221 | NONE | COMMUNITY SERVICE | $300 |
| MONDAK HERITAGE CENTER | ||||||
| PO BOX 50 | SIDNEY | MT | 59270 | NONE | COMMUNITY SERVICE | $100 |
| LAKEN DSCHAAK | ||||||
| BOX 151 | FAIRVIEW | MT | 59221 | NONE | SCHOLARSHIP | $600 |
| CHASE USSELMAN | ||||||
| BOX 151 | FAIRVIEW | MT | 59221 | NONE | SCHOLARSHIP | $600 |
| DAKOTA HURLEY | ||||||
| BOX 151 | FAIRVIEW | MT | 59221 | NONE | SCHOLARSHIP | $600 |
| BLAKE REYNOLDS | ||||||
| BOX 151 | FAIRVIEW | MT | 59221 | NONE | SCHOLARSHIP | $600 |
| ALYSON CAYKO | ||||||
| BOX 151 | FAIRVIEW | MT | 59221 | NONE | SCHOLARSHIP | $600 |
| STEPHANIE MURPHY | ||||||
| BOX 151 | FAIRVIEW | MT | 59221 | NONE | SCHOLARSHIP | $600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 5800 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 6507 | RelatedOrExemptFunctionIncome |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 11 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 6518 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 6518 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | Category |
| Amount | $175 | Amount |
| Net Investment Income | 175 | NetInvestmentIncome |
Compensation Explanation CompensationExplanation
Compensation Compensation (5 entries)
| MIKE WEBER |
| LESLIE TVEIT |
| KIM SYTH |
| MATT SCHRIVER |
| ALMA CHRISTIANSEN |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INVESTMENT INCOME | Description |
| Revenue And Expenses Per Books | 11 | RevenueAndExpensesPerBooks |
| Net Investment Income | 11 | NetInvestmentIncome |
| Adjusted Net Income | 11 | AdjustedNetIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | Category |
| Amount | $57 | Amount |
| Net Investment Income | 57 | NetInvestmentIncome |