Search icon

THE NORTH STAR FUND, INC.

Company Details

Name: THE NORTH STAR FUND, INC.
Jurisdiction: New York
Legal type: DOMESTIC NOT-FOR-PROFIT CORPORATION
Status: Active
Date of registration: 24 Jul 1978 (47 years ago)
Entity Number: 502041
ZIP code: 10001
County: New York
Place of Formation: New York
Address: 363 7TH AVE, NEW YORK, NY, United States, 10001

Contact Details

Phone +1 212-620-9110

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
UD3PANFM1LP3 2024-05-01 520 8TH AVE RM 1800, NEW YORK, NY, 10018, 4170, USA 520 8TH AVE RM 1800, NEW YORK, NY, 10018, 4170, USA

Business Information

URL www.northstarfund.org
Congressional District 12
State/Country of Incorporation NY, USA
Activation Date 2023-05-04
Initial Registration Date 2023-05-02
Entity Start Date 1978-01-01
Fiscal Year End Close Date Jun 30

Points of Contacts

Electronic Business
Title PRIMARY POC
Name JUNIE FRANCOIS-PSAWRAYI
Role FINANCE AND OPERATIONS DIRECTOR
Address 520 8TH AVENUE, NEW YORK, NY, 10018, USA
Government Business
Title PRIMARY POC
Name JENNIFER CHING
Role EXECUTIVE DIRECTOR
Address 520 8TH AVENUE, NEW YORK, NY, 10018, USA
Past Performance Information not Available

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
NORTH STAR FUND 403(B) PLAN 2023 132950801 2024-09-18 NORTH STAR FUND 38
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 813000
Sponsor’s telephone number 2126209110
Plan sponsor’s address 520 8TH AVE., SUITE 1800, NEW YORK, NY, 10018

Plan administrator’s name and address

Administrator’s EIN 133745616
Plan administrator’s name PENTEGRA SERVICES, INC
Plan administrator’s address 701 WESTCHESTER AVENUE, SUITE 320E, WHITE PLAINS, NY, 10604
Administrator’s telephone number 8443672848

Signature of

Role Plan administrator
Date 2024-09-18
Name of individual signing DAVID MAUGER
Valid signature Filed with authorized/valid electronic signature
NORTH STAR FUND 403(B) PLAN 2022 132950801 2023-09-07 NORTH STAR FUND 35
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 813000
Sponsor’s telephone number 3322645114
Plan sponsor’s address 520 8TH AVE., SUITE 1800, NEW YORK, NY, 10018

Plan administrator’s name and address

Administrator’s EIN 133745616
Plan administrator’s name PENTEGRA SERVICES, INC
Plan administrator’s address 701 WESTCHESTER AVENUE, SUITE 320E, WHITE PLAINS, NY, 10604
Administrator’s telephone number 8443672848

Signature of

Role Plan administrator
Date 2023-09-07
Name of individual signing BETTY CALDWELL
NORTH STAR FUND 403(B) PLAN 2021 132950801 2022-05-11 NORTH STAR FUND 35
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 813000
Sponsor’s telephone number 2126209110
Plan sponsor’s address 520 8TH AVE. SUITE 1800, NEW YORK, NY, 10018

Plan administrator’s name and address

Administrator’s EIN 133745616
Plan administrator’s name PENTEGRA SERVICES, INC
Plan administrator’s address 701 WESTCHESTER AVENUE, SUITE 320E, WHITE PLAINS, NY, 10604
Administrator’s telephone number 8443672848

Signature of

Role Plan administrator
Date 2022-05-11
Name of individual signing BETTY CALDWELL
NORTH STAR FUND 403(B) PLAN 2020 132950801 2021-04-30 NORTH STAR FUND 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 813000
Sponsor’s telephone number 2126209110
Plan sponsor’s address 520 8TH AVE. SUITE 1800, NEW YORK, NY, 10018

Plan administrator’s name and address

Administrator’s EIN 133745616
Plan administrator’s name PENTEGRA SERVICES, INC
Plan administrator’s address 701 WESTCHESTER AVENUE, SUITE 320E, WHITE PLAINS, NY, 10604
Administrator’s telephone number 8443672848

Signature of

Role Plan administrator
Date 2021-04-30
Name of individual signing BETTY CALDWELL
NORTH STAR FUND 403(B) PLAN 2019 132950801 2020-06-15 NORTH STAR FUND 25
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 813000
Sponsor’s telephone number 2126209110
Plan sponsor’s address 520 8TH AVE. SUITE 1800, NEW YORK, NY, 10018

Plan administrator’s name and address

Administrator’s EIN 133745616
Plan administrator’s name PENTEGRA SERVICES, INC
Plan administrator’s address 701 WESTCHESTER AVENUE, SUITE 320E, WHITE PLAINS, NY, 10604
Administrator’s telephone number 8443672848

Signature of

Role Plan administrator
Date 2020-06-15
Name of individual signing BETTY CALDWELL
NORTH STAR FUND 403(B) PLAN 2018 132950801 2019-05-10 NORTH STAR FUND 35
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 813000
Sponsor’s telephone number 2126209110
Plan sponsor’s address 520 8TH AVE. SUITE 1800, NEW YORK, NY, 10018

Plan administrator’s name and address

Administrator’s EIN 133745616
Plan administrator’s name PENTEGRA SERVICES, INC
Plan administrator’s address 701 WESTCHESTER AVENUE, SUITE 320E, WHITE PLAINS, NY, 10604
Administrator’s telephone number 8443672848

Signature of

Role Plan administrator
Date 2019-05-10
Name of individual signing BETTY CALDWELL
NORTH STAR FUND 403(B) PLAN 2017 132950801 2018-07-06 NORTH STAR FUND 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 813000
Sponsor’s telephone number 2126209110
Plan sponsor’s address 520 8TH AVE. SUITE 1800, NEW YORK, NY, 10018

Plan administrator’s name and address

Administrator’s EIN 133892096
Plan administrator’s name PENTEGRA RETIREMENT SERVICES
Plan administrator’s address 6830 COMMERCE COURT DRIVE, BLACKLICK, OH, 43004
Administrator’s telephone number 6145017790

Signature of

Role Plan administrator
Date 2018-07-06
Name of individual signing LANCE KESTERSON
NORTH STAR FUND 403(B) PLAN 2016 132950801 2017-05-19 NORTH STAR FUND 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 813000
Sponsor’s telephone number 2126209110
Plan sponsor’s address 520 EIGHTH AVENUE SUITE 1800, NEW YORK CITY, NY, 10018

Signature of

Role Plan administrator
Date 2017-05-19
Name of individual signing CORI PARRISH
NORTH STAR FUND 403(B) PLAN 2015 132950801 2016-08-04 NORTH STAR FUND 25
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 813000
Sponsor’s telephone number 2126209110
Plan sponsor’s address 520 8TH AVE. SUITE 2203, NEW YORK CITY, NY, 10018

Signature of

Role Plan administrator
Date 2016-08-04
Name of individual signing CORI PARRISH
NORTH STAR FUND 403(B) PLAN 2014 132950801 2015-06-01 NORTH STAR FUND 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 813000
Sponsor’s telephone number 2126209110
Plan sponsor’s address 520 8TH AVE. SUITE 2203 22ND FLOOR, NEW YORK CITY, NY, 10018

Signature of

Role Plan administrator
Date 2015-06-01
Name of individual signing CORI PARRISH

DOS Process Agent

Name Role Address
LEVY GUTMAN GOLDBERG & KAPLAN DOS Process Agent 363 7TH AVE, NEW YORK, NY, United States, 10001

Filings

Filing Number Date Filed Type Effective Date
20210409025 2021-04-09 ASSUMED NAME CORP INITIAL FILING 2021-04-09
A548418-5 1979-01-30 CERTIFICATE OF AMENDMENT 1979-01-30
A503537-6 1978-07-24 CERTIFICATE OF INCORPORATION 1978-07-24

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
13-2950801 Corporation Unconditional Exemption 520 8TH AVE RM 1800, NEW YORK, NY, 10018-4170 1978-12
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2023-06
Asset 10,000,000 to 49,999,999
Income 10,000,000 to 49,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Jun
Asset Amount 29398174
Income Amount 15954185
Form 990 Revenue Amount 13420277
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name NORTH STAR FUND INC
EIN 13-2950801
Tax Period 202206
Filing Type E
Return Type 990
File View File
Organization Name NORTH STAR FUND INC
EIN 13-2950801
Tax Period 202006
Filing Type E
Return Type 990
File View File
Organization Name NORTH STAR FUND INC
EIN 13-2950801
Tax Period 201906
Filing Type E
Return Type 990
File View File
Organization Name NORTH STAR FUND INC
EIN 13-2950801
Tax Period 201806
Filing Type E
Return Type 990
File View File
Organization Name NORTH STAR FUND INC
EIN 13-2950801
Tax Period 201706
Filing Type E
Return Type 990
File View File
Organization Name NORTH STAR FUND INC
EIN 13-2950801
Tax Period 201606
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9880417705 2020-05-01 0202 PPP 520 8th Ave, New York, NY, 10018-4170
Loan Status Date 2021-05-15
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 287600
Loan Approval Amount (current) 287600
Undisbursed Amount 0
Franchise Name -
Lender Location ID 317954
Servicing Lender Name Newtek Small Business Finance, Inc.
Servicing Lender Address 1981 Marcus Avenue, LAKE SUCCESS, NY, 11042
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address New York, NEW YORK, NY, 10018-4170
Project Congressional District NY-12
Number of Employees 20
NAICS code 813319
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 317954
Originating Lender Name Newtek Small Business Finance, Inc.
Originating Lender Address LAKE SUCCESS, NY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 290164.43
Forgiveness Paid Date 2021-04-27

Date of last update: 18 Mar 2025

Sources: New York Secretary of State