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← STAR ISLAND PERMANENT TR FUND

Form 990 for tax year 2025

Filed by STAR ISLAND PERMANENT TR FUND.

Totals

Total revenue
$734,278
Total expenses
$307,439
Contributions and grants received
$144,526
Grants paid
$260,085
Program service revenue
$0
Investment income
$589,752
Other revenue
$0
Total assets, end of year
$6,093,155
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$6,093,155
Program services expenses (Part IX)
$260,085
Management and general expenses
$47,354
Fundraising expenses
$0
Program service expenses (Part III)
$260,085

Program services were 84.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $144,526

  • 3 · Investment income

    total $180,187 · excluded $180,187

  • 7a · Gross sales of assets other than inventory

    securities $2,162,622

  • 7b · Less cost or other basis and sales expenses

    securities $1,753,057

  • 7c · Gain or loss

    securities $409,565

  • 7d · Net gain or loss

    total $409,565 · excluded $409,565

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $260,085 · program services $260,085

  • 11f · Fees: investment management

    total $47,354 · management and general $47,354

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $147,265 · end of year $276,892

  • 4 · Accounts receivable

    beginning of year $62,521 · end of year $82,445

  • 11 · Investments: publicly traded securities

    beginning of year $5,681,949 · end of year $5,733,818

  • 27 · Net assets without donor restrictions

    beginning of year $5,837,416 · end of year $6,035,880

  • 28 · Net assets with donor restrictions

    beginning of year $54,319 · end of year $57,275

Mission and programs · 2025

Mission

The Star Island Permanent Trust Fund holds and manages endowment assets for the Star Island Corporation, a 501(c)(3) exempt organization. The Trust pays income annually to the Corporation to subsidize its program of religious and educational conferences.

Activities or mission (Part I)

To hold and manage endowment assets for the Star Island Corp., a 501(c)(3) organization.

  • The Star Island Permanent Trust Fund distributed $260,085 of its assets to the Star Island Corporation during 2025. This distribution subsidized the general operating expenses of the Star Island Corporation, which organizes conferences and related activities for religious, educational, and kindred purposes consistent with the principles of the Unitarian Universalist Association and the United Church of Christ. Other than this distribution, the Star Island Permanent Trust Fund had no other program service activities during 2025.

    Expenses $260,085 · Grants $260,085

As filed on the 2025 return.

Listed in Part VII

  • David Yermack

    Chairman

    Total calculated
    $0
    Hours/week
    0.3

  • Elizabeth Erickson

    Trustee

    Total calculated
    $0
    Hours/week
    0.2 + 2 related

  • Edmund Jones

    Trustee

    Total calculated
    $0
    Hours/week
    0.2

  • Kathy Lord

    Trustee

    Total calculated
    $0
    Hours/week
    0.2

  • Bill Peterson

    Trustee

    Total calculated
    $0
    Hours/week
    0.2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2025
Filed
8 April 2026
IRS schema version
2025v4.1
Source object
202610999349301021

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