Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2012
Open to Public Inspection
For calendar year 2012, or tax year beginning 01-01-2012 , and ending 12-31-2012
Name of foundation
The Lodestar Foundation
 

Number and street (or P.O. box number if mail is not delivered to street address)4455 East Camelback Road Room 215A   Room/suite
City or town, state, and ZIP code
Phoenix, AZ85018
A Employer identification number

20-4480084
B Telephone number (see instructions)

(602) 956-2699
C bullet
G Check all that apply:

D 1. bullet
2. bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$104,305J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,439,536
2 Check bullet
3 Interest on savings and temporary cash investments 25 25  
4 Dividends and interest from securities......      
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 8,023
b Gross sales price for all assets on line 6a 1,097,559
7 Capital gain net income (from Part IV, line 2)... 410,484
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,447,584 410,509  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 139     139
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 3,210     3,210
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 5,600      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 2,299     2,299
21 Travel, conferences, and meetings....... 41,959     41,959
22 Printing and publications.......... 806     806
23 Other expenses (attach schedule)....... Click to see attachment 11,896 147   11,749
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 65,909 147   60,162
25 Contributions, gifts, grants paid........ 1,488,476 1,488,476
26 Total expenses and disbursements. Add lines 24 and 25 1,554,385 147   1,548,638
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -106,801
b Net investment income (if negative, enter -0-) 410,362
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2012)
Form 990-PF (2012)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 211,106 104,305 104,305
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........      
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 211,106 104,305 104,305
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 211,106 104,305
30 Total net assets or fund balances (see page 17 of the
instructions).................... 211,106 104,305
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 211,106 104,305
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 211,106
2 Enter amount from Part I, line 27a..................... 2 -106,801
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 104,305
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 104,305
Form 990-PF (2012)
Form 990-PF (2012)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 1,097,559   1,089,536 410,484
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       410,484
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 410,484
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2011 800,763 215,663 003.713029
2010 1,002,283 258,560 003.876404
2009 86,188 160,632 000.536556
2008      
2007      
2 Total of line 1, column (d) ...................... 2 008.125989
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 002.031497
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4 187,510
5 Multiply line 4 by line 3....................... 5 380,926
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 4,104
7 Add lines 5 and 6......................... 7 385,030
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,548,638
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2012)
Form 990-PF (2012)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 4,104
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 4,104
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,104
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a 5,600
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Tax Paid Original Return: 5600 7 5,600
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,496
11 Enter the amount of line 10 to be: Credited to 2013 estimated taxBullet1,496 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
Yes
 
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bullet
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012 (see instructions for Part XIV)?
    If “Yes,” complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletco Foundation Source Telephone no.bullet (800) 839-1754
    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2012, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2012?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2012, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2012?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If “Yes,” did it have excess business holdings in 2012 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2012.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2012?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    I Jerome Hirsch Sec
    040.00     		0    
    4455 East Camelback Road 215A
    Phoenix,AZ85018
    Lois Savage Pres
    040.00     		0    
    4455 East Camelback Road 215A
    Phoenix,AZ85018
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    34,356
    b
    Average of monthly cash balances.......................
    1b
    156,009
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    190,365
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    190,365
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) Click to see attachment.............................
    4
    2,855
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    187,510
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    9,376
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    9,376
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
    4,104
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,104
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    5,272
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    5,272
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    5,272
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 Click to see attachment..........
    1a
    1,548,638
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,548,638
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    4,104
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,544,534
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2011     		(c)
    2011     		(d)
    2012
    1 Distributable amount for 2012 from Part XI, line 7 5,272
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2012:
    a From 2007.......  
    b From 2008.......  
    c From 2009....... 78,086
    d From 2010....... 989,355
    e From 2011....... 789,980
    fTotal of lines 3a through e......... 1,857,421
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$ 1,548,638
    a Applied to 2011, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2012 distributable amount..... 5,272
    e Remaining amount distributed out of corpus 1,543,366
    5 Excess distributions carryover applied to 2012.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 3,400,787
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2011. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2012. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2013 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......     		3,400,787
    10 Analysis of line 9:
    a Excess from 2008....  
    b Excess from 2009.... 78,086
    c Excess from 2010.... 989,355
    d Excess from 2011.... 789,980
    e Excess from 2012.... 1,543,366
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2012, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2012 (b) 2011 (c) 2010 (d) 2009
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    I Jerome Hirsch
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALLIANCE FOR AUDIENCE
    5867 E PARADISE LN
    SCOTTSDALE,AZ85254     		N/A 509a1 All or Nothing Campaign 5,000
    ARIZONA COALITION TO END HOMELESSNESS
    3829 N 3RD ST STE 104
    PHOENIX,AZ85012     		N/A 509a1 Charitable Event 2,500
    ARIZONA COMMUNITY FOUNDATION
    2201 E CAMELBACK RD STE 202
    PHOENIX,AZ85016     		N/A 509a1 2012 Summer Youth Program 11,300
    ARIZONA FOUNDATION FOR WOMEN INC
    2828 N CENTRAL AVE STE 1200
    PHOENIX,AZ85004     		N/A 509a1 Charitable Event 3,000
    ARIZONA GRANTMAKERS FORUM
    2201 E CAMELBACK RD 405B
    PHOENIX,AZ85016     		N/A 509a2 General Unrestricted 10,000
    ARIZONA SCHOOL FOR THE ARTS
    1410 N 3RD ST
    PHOENIX,AZ85004     		N/A 509a1 General Operations 1,250
    ARIZONA WOMENS BOARD
    5921 E INDIAN BEND RD
    PARADISE VLY,AZ85253     		N/A 509a1 General Unrestricted 5,000
    ASSOCIATION OF SMALL FOUNDATIONS
    1720 N ST NW
    WASHINGTON,DC20036     		N/A 509a2 Strategic/Brand Initiative Challenge Grant 34,250
    BALLET ARIZONA
    3645 E INDIAN SCHL RD
    PHOENIX,AZ85018     		N/A 509a2 La Piana Consulting Fees 7,884
    BARROW NEUROLOGICAL FOUNDATION
    350 W THOMAS RD
    PHOENIX,AZ85013     		N/A 509a2 General Operations 2,500
    CENTER FOR INVESTIGATIVE REPORTING INC
    2130 CENTER ST
    BERKELEY,CA94704     		N/A 509a2 Merger Btwn Center for Investigative Reporting and The Bay Citizen 10,000
    COTTONWOOD INSTITUTE
    PO BOX 7067
    DENVER,CO80207     		N/A 509a2 General Unrestricted 2,500
    FOUNDATION CENTER
    79 5TH AVE 2ND FL
    NEW YORK,NY10003     		N/A 509a1 CollaborationMatch Project 63,700
    FOUNDATION CENTER
    79 5TH AVE 2ND FL
    NEW YORK,NY10003     		N/A 509a1 Consultant Fees Related to the Foundation Center and Guidestar Collaboration 96,000
    GREAT HEARTS ACADEMIES
    3102 N 56TH ST STE 300
    PHOENIX,AZ85018     		N/A 509a1 Teleos and Maryvale Prep Campuses 1,250
    GREATNONPROFITS
    PO BOX 1133
    PALO ALTO,CA94302     		N/A 509a1 Challenge Grant 20,000
    INSTITUTE FOR EASTWEST STUDIES INC
    11 E 26TH ST 20TH FL
    NEW YORK,NY10010     		N/A 509a1 General Unrestricted 10,000
    INTERNEWS NETWORK
    PO BOX 4448
    ARCATA,CA95518     		N/A 509a1 Support of Writing and Marketing of the Book 20,000
    JOHN JAY COLLEGE FOUNDATION INC
    619 W 54TH ST FL 7
    NEW YORK,NY10019     		N/A 509a1 Mozart Academy 10,000
    JOHNS HOPKINS UNIVERSITY BLOOMBERG SCHOOL OF PUBLIC HEALTH
    615 N WOLFE ST RM W1600
    BALTIMORE,MD21205     		N/A 509a1 Lodestar Nonprofit Collaboration Database Project 8,750
    JUNIOR ACHIEVEMENT OF ARIZONA
    636 W SOUTHERN AVE
    TEMPE,AZ85282     		N/A 509a1 JA BizTown 2011-12 Shop Sponsorship 30,000
    JUNIOR ACHIEVEMENT OF ARIZONA
    636 W SOUTHERN AVE
    TEMPE,AZ85282     		N/A 509a1 Philanthropy Shop in a Box Project 15,000
    LITERACY CONNECTS
    2850 E SPEEDWAY BLVD
    TUCSON,AZ85716     		N/A 509a1 Fund the Remaining Costs of the Merger 6,375
    LOCAL INITIATIVES SUPPORT CORPORATION
    111 W MONROE SUITE 720
    PHOENIX,AZ85003     		N/A 509a1 Charitable Event 5,000
    MATCHINGDONORS COM INC
    766 TPKE ST
    CANTON,MA02021     		N/A 509a1 Consultant Business Plan 35,000
    NATIONAL COUNCIL OF NONPROFITS
    1200 NEW YORK AVE NW STE 700
    WASHINGTON,DC20005     		N/A 509a1 General Unrestricted 5,000
    NATIONAL CRIME VICTIM LAW INSTITUTE
    310 SW 4TH AVE STE 540
    PORTLAND,OR97204     		N/A 509a1 Consultant Fees for Nine Nonprofits Working on Crime Victims Rights 14,543
    NEW GLOBAL CITIZENS
    1430 W BROADWAY RD
    TEMPE,AZ85282     		N/A 509a1 General Unrestricted 5,000
    PACIFIC INSTITUTE FOR STUDIES IN DEVELOPMENT ENVIRONMENT AND SECURITY
    654 13TH ST
    OAKLAND,CA94612     		N/A 509a2 Exploration of a Collaboration Among Nonprofits Regarding Water Issues 8,000
    PHILANTHROPY WORKSHOP WEST
    201 CALIFORNIA ST STE 630
    SAN FRANCISCO,CA94111     		N/A 509a1 General Unrestricted 7,500
    PHILANTHROPY WORKSHOP WEST
    201 CALIFORNIA ST STE 630
    SAN FRANCISCO,CA94111     		N/A 509a1 Consulting Fees Related to the Possible Merger of TPW West and TPW 6,688
    PHOENIX SYMPHONY ASSOCIATION
    1 N 1ST ST STE 200
    PHOENIX,AZ85004     		N/A 509a2 Exploration of a Collaboration Between Phoenix Symphony and Ballet Arizona 7,731
    PHOENIX SYMPHONY ASSOCIATION
    1 N 1ST ST STE 200
    PHOENIX,AZ85004     		N/A 509a2 Tessitura Database System 60,000
    SEACHANGE CAPITAL PARTNERS INC
    1385 BROADWAY FL 23
    NEW YORK,NY10018     		N/A 509a1 NYMAC Fund 50,000
    SEACHANGE CAPITAL PARTNERS INC
    1385 BROADWAY FL 23
    NEW YORK,NY10018     		N/A 509a1 The Collaboration Fund 125,000
    SEACHANGE CAPITAL PARTNERS INC
    1385 BROADWAY FL 23
    NEW YORK,NY10018     		N/A 509a1 Coalition Against Child Abuse and Neglect - Coalition Against Domestic Violence Collaboration 14,444
    SEACHANGE CAPITAL PARTNERS INC
    1385 BROADWAY FL 23
    NEW YORK,NY10018     		N/A 509a1 Habitat for Humanity Seattle/South King County and East King County Collaboration 12,444
    SEACHANGE CAPITAL PARTNERS INC
    1385 BROADWAY FL 23
    NEW YORK,NY10018     		N/A 509a1 Barksdale Theatre and Theatre IV Collaboration 32,889
    SEACHANGE CAPITAL PARTNERS INC
    1385 BROADWAY FL 23
    NEW YORK,NY10018     		N/A 509a1 Belle Center of Chicago and Aspire Collaboration 2,300
    SEACHANGE CAPITAL PARTNERS INC
    1385 BROADWAY FL 23
    NEW YORK,NY10018     		N/A 509a1 Breakthrough Charter Schools Collaboration 2,500
    SEACHANGE CAPITAL PARTNERS INC
    1385 BROADWAY FL 23
    NEW YORK,NY10018     		N/A 509a1 Emergency Fund - Chicago Homeless Alliance Collaboration 53,333
    SEACHANGE CAPITAL PARTNERS INC
    1385 BROADWAY FL 23
    NEW YORK,NY10018     		N/A 509a1 Emergency Fund and the Chicago Alliance to End Homelessness Consolidation 26,667
    SEACHANGE CAPITAL PARTNERS INC
    1385 BROADWAY FL 23
    NEW YORK,NY10018     		N/A 509a1 Everybody Wins LA/Miami Merger 10,000
    SEACHANGE CAPITAL PARTNERS INC
    1385 BROADWAY FL 23
    NEW YORK,NY10018     		N/A 509a1 Exploration of a Jointly Mngd Research Policy Institute by Fractured Atlas and Future of Music Coalition 13,333
    SEACHANGE CAPITAL PARTNERS INC
    1385 BROADWAY FL 23
    NEW YORK,NY10018     		N/A 509a1 Good Shepherd Services and Groundwork Collaboration 66,667
    SEACHANGE CAPITAL PARTNERS INC
    1385 BROADWAY FL 23
    NEW YORK,NY10018     		N/A 509a1 Gotham Schools and Colorado Education News Collaboration 40,000
    SEACHANGE CAPITAL PARTNERS INC
    1385 BROADWAY FL 23
    NEW YORK,NY10018     		N/A 509a1 Harbor Health - Birmingham Group Health Collaboration 21,111
    SEACHANGE CAPITAL PARTNERS INC
    1385 BROADWAY FL 23
    NEW YORK,NY10018     		N/A 509a1 Harbor Health Services, Inc. and Birmingham Group Health Services Merger 44,444
    SEACHANGE CAPITAL PARTNERS INC
    1385 BROADWAY FL 23
    NEW YORK,NY10018     		N/A 509a1 Joint District of Columbia International Charter School 31,111
    SEACHANGE CAPITAL PARTNERS INC
    1385 BROADWAY FL 23
    NEW YORK,NY10018     		N/A 509a1 Our Family Service and New Beginnings for Women and Children Merger 31,111
    SEACHANGE CAPITAL PARTNERS INC
    1385 BROADWAY FL 23
    NEW YORK,NY10018     		N/A 509a1 PCI-Media Impact - Media for Health Collaboration 17,778
    SEACHANGE CAPITAL PARTNERS INC
    1385 BROADWAY FL 23
    NEW YORK,NY10018     		N/A 509a1 Pre-funding of the SeaChange/Lodestar Collaboration 50,000
    SEACHANGE CAPITAL PARTNERS INC
    1385 BROADWAY FL 23
    NEW YORK,NY10018     		N/A 509a1 Reading Partners and Mission Learning Center Collaboration 31,111
    SEACHANGE CAPITAL PARTNERS INC
    1385 BROADWAY FL 23
    NEW YORK,NY10018     		N/A 509a1 Rebuild Resources Project for Pride in Living Enterprises Merger 22,222
    SEACHANGE CAPITAL PARTNERS INC
    1385 BROADWAY FL 23
    NEW YORK,NY10018     		N/A 509a1 St. Louis Arc - The Bell Center Collaboration 13,333
    SEACHANGE CAPITAL PARTNERS INC
    1385 BROADWAY FL 23
    NEW YORK,NY10018     		N/A 509a1 United Way of Battle Creek and United Way of Greater Kalamazoo Collaboration 37,037
    SOCIAL VENTURE PARTNERS
    1505 E MISSOURI AVE STE 200
    PHOENIX,AZ85014     		N/A 509a1 General Unrestricted 5,500
    SOCIAL VENTURE PARTNERS
    1505 E MISSOURI AVE STE 200
    PHOENIX,AZ85014     		N/A 509a1 Fast Pitch Speech Program 1,500
    SOCIAL VENTURE PARTNERS INTERNATIONAL
    220 2ND AVE S 3
    SEATTLE,WA98104     		N/A 509a1 Network Capacity-Building Grant 27,300
    SYNERGOS INSTITUTE INC
    51 MADISON AVE 21ST FL
    NEW YORK,NY10010     		N/A 509a1 General Unrestricted 25,000
    TIDES FOUNDATION
    PO BOX 29903
    SAN FRANCISCO,CA94129     		N/A 509a1 The Nonprofits Center Network 40,000
    VALLEY OF THE SUN UNITED WAY
    1515 E OSBORN RD
    PHOENIX,AZ85014     		N/A 509a1 Toqueville Society 50,000
    VSA FLORIDA
    4202 E FOWLER AVE EDU 105
    TAMPA,FL33620     		N/A 509a1 Collaboration Consultant Fees 9,620
    YOUNG MENS & YOUNG WOMENS HEBREW ASSOCIATION
    1395 LEXINGTON AVE
    NEW YORK,NY10128     		N/A 509a1 Meeting the Challenge Grant 50,000
    Total .................................bullet 3a 1,488,476
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 25  
    4 Dividends and interest from securities....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 8,023  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   8,048  
    13Total. Add line 12, columns (b), (d), and (e)..................
    138,048
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2012)
    Additional Data


    Software ID: 12000057
    Software Version: 12.15.422.1
    Part VI Line 7 - Tax Paid Original Return: 5600


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2012
    Name of the organization
    The Lodestar Foundation
     
    Employer identification number

    20-4480084
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990; or check the box on line H of its
    Form 990-EZ or on Part I, line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 2
    Name of organization
    The Lodestar Foundation
          		Employer identification number

    20-4480084
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    Hirsch Investment Co LLC
     

         
    Jerry Hirsch 4455 East Camelback Rd
       
    Phoenix, AZ   85018

    		$1,089,536


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
     
     

    Hirsch I Jerome    
    4455 East Camelback Road
       
    Phoenix, AZ   85018

    		$350,000


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  


    (Complete Part II if there is a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 3
    Name of organization
    The Lodestar Foundation
          		Employer identification number

    20-4480084
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 COLGATE-PALMOLIVE COMPANY CL, 1264 sh.   $137,100 2012-10-16
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 V F CORP VFC, 954 sh.   $158,622 2012-10-16
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 WAL-MART STORES INC. WMT, 1915 sh.   $147,733 2012-10-16
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 FIRST EAGLE GOLD FUND CLASS I FEGIX, 2126.007 sh.   $54,893 2012-06-26
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 SPDR GOLD TR GOLD SHS GLD, 2300 sh.   $349,496 2012-06-22
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 GRAINGER W W INC. GWW, 523 sh.   $111,629 2012-04-09
    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Name of organization
    The Lodestar Foundation
          		Employer identification number

    20-4480084
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 POLARIS INDUSTRIES PII, 1832 sh.   $130,063 2012-04-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 4
    Name of organization
    The Lodestar Foundation
          		Employer identification number

    20-4480084
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Additional Data


    Software ID: 12000057
    Software Version: 12.15.422.1

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2012 GainLossSaleOtherAssetsSch
    Name:
    The Lodestar Foundation
    EIN: 20-4480084
    Software ID:12000057
    Software Version:12.15.422.1
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    Publicly-traded Securities         1,097,559 1,089,536     8,023  

    TY 2012 GeneralExplanationAttachment
    Name:
    The Lodestar Foundation
    EIN: 20-4480084
    Software ID:12000057
    Software Version:12.15.422.1
    Identifier Return Reference Explanation

    TY 2012 LiquidationExplanationStmt
    Name:
    The Lodestar Foundation
    EIN: 20-4480084
    Software ID:12000057
    Software Version:12.15.422.1
    Statement:
    This statement is submitted to report the distribution of certain assets during the above-referenced year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3a1 and the Form 990-PF instructions During the taxable year ending December 31, 2012, The Lodestar Foundation the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled 1,488,476. This amount represents over 25 of the Foundations net assets of 211,106 as measured by fair market value at the beginning of the Foundations taxable year ending December 31, 2012. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a each such grant was made solely for the charitable purpose specified therein.


    TY 2012 LegalFeesSchedule
    Name:
    The Lodestar Foundation
    EIN: 20-4480084
    Software ID:12000057
    Software Version:12.15.422.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Annual Statutory Agent Fee 139     139


    TY 2012 OtherExpensesSchedule
    Name:
    The Lodestar Foundation
    EIN: 20-4480084
    Software ID:12000057
    Software Version:12.15.422.1
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 5,648     5,648
    Bank Charges 147 147    
    Equipment Purchase and Maintenance 5,085     5,085
    Foundation Dues Memberships 400     400
    Office Supplies 174     174
    State or Local Filing Fees 10     10
    Website Monthly Maintenance 432     432


    TY 2012 OtherProfessionalFeesSchedule
    Name:
    The Lodestar Foundation
    EIN: 20-4480084
    Software ID:12000057
    Software Version:12.15.422.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Consulting Services 3,210     3,210


    TY 2012 TaxesSchedule
    Name:
    The Lodestar Foundation
    EIN: 20-4480084
    Software ID:12000057
    Software Version:12.15.422.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Estimated Tax for 2012 5,600