STAR FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- STAR FAMILY FOUNDATION (EIN 46-1477949)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202631319349102718
- Schema version
- 2025v4.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T12:04:00-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEDMAN & HUEY ASSOC LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20940 S FRANKFORT SQUARE ROAD | AddressLine1Txt |
| City | FRANKFORT | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461477949 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STAR FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JAMES A STAR | InCareOfNm |
| Business Name Control | STAR | BusinessNameControlTxt |
| Phone | 3123464100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 S POINTE DRIVE APT 1504 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33139 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES STAR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3123464100 | PhoneNum |
| Signature | 2026-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS LEWANDOWSKI | PreparerPersonNm |
| PTIN | P00729456 | PTIN |
| Phone | 7087996800 | PhoneNum |
| Preparation | 2026-04-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $33,448,203 | 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 | $2,125,612 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $25,161 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25,161 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $329,025 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $329,025 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,174,471 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,253,827 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,174,471 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $26,654,269 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,528,657 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $6,403 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,201 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,202 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,975 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,975 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,034 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,034 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $54 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $54 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $340,000 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $140,669 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $140,669 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $497,110 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $149,933 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,177 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,255,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,255,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,752,110 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $149,933 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,262,177 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $24,902,159 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,378,724 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $578,426 | CashBOYAmt |
| Cash EOY | $4,521,139 | CashEOYAmt |
| Cash EOYFMV | $4,521,139 | CashEOYFMVAmt |
| Corporate Stock BOY | $7,495,907 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,027,261 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,355,397 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,206,154 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $25,799,103 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $25,558,113 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $13,554 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $13,554 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,280,487 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,361,057 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,448,203 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $9,280,487 | RetainedEarningBOYAmt |
| Retained Earning EOY | $32,361,057 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,280,487 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,361,057 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,280,487 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,361,057 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,280,487 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $24,902,159 | ExcessRevenueOverExpensesAmt |
| Subtotal | $34,182,646 | SubtotalAmt |
| Other Decreases | $1,821,589 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $32,361,057 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| JP MORGAN #8002 | P | $22,209,757 | $5,464,742 | $16,745,015 | $16,745,015 | ||
| 1,338 SHS ASTERA LABS INC. | D | $122,477 | $26,760 | $95,717 | $95,717 | 2023-11-15 | 2025-06-30 |
| 14,192 SHS MASTERCARD INC. | D | $7,921,593 | $281,167 | $7,640,426 | $7,640,426 | 2010-06-04 | 2025-06-30 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,174,471 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $338,864 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $338,864 | SubtotalAmt |
| Tax Based On Investment Income | $338,864 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $345,858 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $345,858 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,994 | OverpaymentAmt |
| Applied To ES Tax | $6,994 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | 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 | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES A STAR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3123464100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 S POINTE DRIVE APT 1504 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33139 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES A STAR | ||||||||
| 800 S POINTE DRIVE APT 1504 | MIAMI | FL | 33139 | PRESIDENT/SECRETARY | 0 | $0 | $0 | $0 |
| JONATHAN STAR | ||||||||
| 800 S POINTE DRIVE APT 1504 | MIAMI | FL | 33139 | DIRECTOR | 0 | $0 | $0 | $0 |
| RACHEL H STAR | ||||||||
| 800 S POINTE DRIVE APT 1504 | MIAMI | FL | 33139 | DIRECTOR | 0 | $0 | $0 | $0 |
| STEPHANIE C STAR | ||||||||
| 800 S POINTE DRIVE APT 1504 | MIAMI | FL | 33139 | VICE PRESIDENT/TREASURER | 0 | $0 | $0 | $0 |
| BOB PECK | ||||||||
| 800 S POINTE DRIVE APT 1504 | MIAMI | FL | 33139 | SPECIAL DIRECTOR | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $26,379,147 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,224,341 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,603,488 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,603,488 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $474,052 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,129,436 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,556,472 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,556,472 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $338,864 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $338,864 | TotalTaxAmt |
| Distributable Before Adj | $1,217,608 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,217,608 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,217,608 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,262,177 | 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 | $1,262,177 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,217,608 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,251,266 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,262,177 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,251,266 | AppliedToYear1Amt |
| Applied To Current Year | $10,911 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,206,697 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES STAR | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| MLK COMMUNITY CENTER INC | ||||||||
| 20 DR MARCUS WHEATLAND BLVD | NEWPORT | RI | 02840 | NONE | PC | GENERAL PURPOSES | $100,000 | |
| ASPEN COMMUNITY FOUNDATION | ||||||||
| 455 GOLD RIVERS COURT SUITE 515 | BASALT | CO | 81621 | NONE | PC | GENERAL PURPOSES | $470,000 | |
| AUDRAIN AUTOMOBILE MUSEUM INC | ||||||||
| 222 BELLEVUE AVE | NEWPORT | RI | 02840 | NONE | PC | GENERAL PURPOSE | $110,000 | |
| BOYS & GIRLS CLUB OF CHICAGO | ||||||||
| 2102 W MONROE STREET | CHICAGO | IL | 60612 | NONE | PC | GENERAL PURPOSE | $200,000 | |
| BOYS & GIRLS CLUB OF NEWPORT COUNTY | ||||||||
| 95 CHURCH STREET | NEWPORT | RI | 02840 | NONE | PC | GENERAL PURPOSE | $200,000 | |
| NORTHWESTERN UNIVERSITY | ||||||||
| 633 CLARK STREET | EVANSTON | IL | 60208 | NONE | PC | GENERAL PURPOSE | $50,000 | |
| NATIONAL DEFENSE UNIVERSITY FOUNDATION | ||||||||
| 300 FIFTH AVE MARSHALL HALL BLDG | WASHINGTON | DC | 20319 | NONE | PC | GENERAL PURPOSE | $50,000 | FORT LESLEY J MCNAIR |
| NEWPORT HOSPITAL FOUNDATION INC | ||||||||
| 11 FRIENDSHIP ST | NEWPORT | RI | 02840 | NONE | PC | GENERAL PURPOSE | $50,000 | |
| UNIVERSITY OF MIAMI | ||||||||
| PO BOX 248106 | CORAL GABLES | FL | 33124 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,255,000 | 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 | $25,161 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $329,025 | 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 Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,174,471 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $24,528,657 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,528,657 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JAMES A STAR | |||||||
| 1 | 800 S POINTE DRIVE APT 1504 | MIAMI | FL | 33139 | $122,126 | Yes (X) | Yes (X) |
| JAMES A STAR | |||||||
| 2 | 800 S POINTE DRIVE APT 1504 | MIAMI | FL | 33139 | $2,003,486 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1,338 SHS ASTERA LABS INC. (ALAB) | $122,126 | 2025-01-27 |
| 2 | 8,164 SHS VERISIGN INC. (VRSN) | $2,003,486 | 2025-12-23 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FRIEDMAN & HUEY | CategoryTxt |
| Amt | $7,950 | Amt |
| Net Investment Income | $3,975 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,975 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN CHASE EQUITY | $277,263 | $1,983,444 |
| BOMBAS LLC | $1,749,998 | $1,371,953 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UNREALIZED APPRECIATION | $1,206,154 | $1,206,154 |
| TORQUE SHARE PARTNERS LP | $24,592,949 | $24,351,959 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,403 | LegalFeesAmt |
| Net Investment Income | $3,201 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,202 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $13,554 | EOYBookValueAmt |
| EOYFMV | $13,554 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | APPRECIATION OVER DONOR'S COST | Desc |
| Amt | $1,821,589 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $140,669 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $140,669 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc |
|---|
| FOREIGN EXCHANGE INCOME |
| TORQUE SHARE PARTNERS PORTFOLIO DEDUCT |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JP MORGAN | CategoryTxt |
| Amt | $2,034 | Amt |
| Net Investment Income | $2,034 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX PAYMENT | CategoryTxt |
| Amt | $340,000 | Amt |