START SOMETHING THAT MATTERS FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- START SOMETHING THAT MATTERS FOUNDATION (EIN 46-1031067)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-24
- IRS object ID
- 202412989349100716
- Schema version
- 2023v5.1
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-24T11:08:28-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200839341 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT TANI BARASH & ALTMAN LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5623 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 902095623 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461031067 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | START SOMETHING THAT MATTERS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAR | BusinessNameControlTxt |
| Phone | 3102886200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9100 WILSHIRE BLVD STE 1000W | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BLAKE MYCOSKIE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3102886200 | PhoneNum |
| Signature | 2024-10-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TODD A FERTIG | PreparerPersonNm |
| PTIN | P01443786 | PTIN |
| Phone | 3102886200 | PhoneNum |
| Preparation | 2024-10-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,252,894 | 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 | $87,095 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $101,493 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $101,493 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $291,515 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,474,167 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $355,322 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $480,103 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $456,815 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,070 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $43,262 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,262 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,729 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,301 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $100,362 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,262 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,439,579 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,439,579 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,539,941 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,262 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,439,579 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,059,838 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $413,553 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $235,317 | CashBOYAmt |
| Cash EOY | $249,914 | CashEOYAmt |
| Cash EOYFMV | $249,914 | CashEOYFMVAmt |
| Other Investments BOY | $4,076,745 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,002,922 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,002,980 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,312,062 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,252,836 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,252,894 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,312,062 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,252,836 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,312,062 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,252,836 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,312,062 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,252,836 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,312,062 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,059,838 | ExcessRevenueOverExpensesAmt |
| Other Increases | $612 | OtherIncreasesAmt |
| Subtotal | $1,252,836 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,252,836 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (93 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| RECURSION | D | 2016-09-02 | 2023-07-26 | $11,191 | $3,068 | $8,123 | $8,123 |
| RECURSION | D | 2016-09-02 | 2023-07-26 | $73,763 | $20,220 | $53,543 | $53,543 |
| ARTISAN INTL VALUE FUND | P | 2022-11-15 | 2023-10-11 | $14 | $12 | $2 | $2 |
| ARTISAN INTL VALUE FUND | P | 2022-11-15 | 2023-10-11 | $295 | $257 | $38 | $38 |
| ARTISAN INTL VALUE FUND | P | 2022-11-15 | 2023-10-11 | $2,402 | $2,094 | $308 | $308 |
| DIAMOND HILL SMALL MID CAP | P | 2022-12-15 | 2023-10-11 | $1,328 | $1,383 | -$55 | -$55 |
| DIAMOND HILL SMALL MID CAP | P | 2022-12-30 | 2023-10-11 | $262 | $266 | -$4 | -$4 |
| DODGE & COX INCOME | P | 2022-12-19 | 2023-10-11 | $1,441 | $1,499 | -$58 | -$58 |
| DODGE & COX INCOME | P | 2023-03-28 | 2023-10-11 | $1,584 | $1,646 | -$62 | -$62 |
| DODGE & COX INCOME | P | 2023-06-27 | 2023-10-11 | $1,742 | $1,811 | -$69 | -$69 |
| DODGE & COX INCOME | P | 2023-09-26 | 2023-10-11 | $1,948 | $1,951 | -$3 | -$3 |
| DOUBLELINE TOTAL RETURN BOND | P | 2022-10-31 | 2023-10-11 | $591 | $607 | -$16 | -$16 |
| DOUBLELINE TOTAL RETURN BOND | P | 2022-11-30 | 2023-10-11 | $559 | $588 | -$29 | -$29 |
| DOUBLELINE TOTAL RETURN BOND | P | 2022-12-30 | 2023-10-11 | $588 | $612 | -$24 | -$24 |
| DOUBLELINE TOTAL RETURN BOND | P | 2023-01-31 | 2023-10-11 | $535 | $575 | -$40 | -$40 |
| DOUBLELINE TOTAL RETURN BOND | P | 2023-02-28 | 2023-10-11 | $586 | $615 | -$29 | -$29 |
| DOUBLELINE TOTAL RETURN BOND | P | 2023-03-31 | 2023-10-11 | $601 | $641 | -$40 | -$40 |
| DOUBLELINE TOTAL RETURN BOND | P | 2023-04-28 | 2023-10-11 | $549 | $588 | -$39 | -$39 |
| DOUBLELINE TOTAL RETURN BOND | P | 2023-05-31 | 2023-10-11 | $563 | $595 | -$32 | -$32 |
| DOUBLELINE TOTAL RETURN BOND | P | 2023-06-30 | 2023-10-11 | $630 | $659 | -$29 | -$29 |
| DOUBLELINE TOTAL RETURN BOND | P | 2023-07-31 | 2023-10-11 | $635 | $660 | -$25 | -$25 |
| DOUBLELINE TOTAL RETURN BOND | P | 2023-08-31 | 2023-10-11 | $677 | $697 | -$20 | -$20 |
| DOUBLELINE TOTAL RETURN BOND | P | 2023-09-29 | 2023-10-11 | $712 | $711 | $1 | $1 |
| GQG PARTNERS EMERG MARKETS | P | 2022-12-29 | 2023-10-11 | $7,118 | $6,173 | $945 | $945 |
| ARTISAN INTL VALUE FUND | P | 2019-06-18 | 2023-10-11 | $142,634 | $112,593 | $30,041 | $30,041 |
| ARTISAN INTL VALUE FUND | P | 2022-09-15 | 2023-10-11 | $650 | $536 | $114 | $114 |
| DIAMOND HILL SMALL MID CAP | P | 2014-12-04 | 2023-10-11 | $27,051 | $22,039 | $5,012 | $5,012 |
| DIAMOND HILL SMALL MID CAP | P | 2015-12-18 | 2023-10-11 | $1,787 | $1,430 | $357 | $357 |
| DIAMOND HILL SMALL MID CAP | P | 2015-12-31 | 2023-10-11 | $576 | $464 | $112 | $112 |
| DIAMOND HILL SMALL MID CAP | P | 2018-12-31 | 2023-10-11 | $1,386 | $1,122 | $264 | $264 |
| DODGE & COX INCOME | P | 2015-06-29 | 2023-10-11 | $5,469 | $6,252 | -$783 | -$783 |
| DODGE & COX INCOME | P | 2015-09-29 | 2023-10-11 | $5,884 | $6,627 | -$743 | -$743 |
| DODGE & COX INCOME | P | 2015-12-22 | 2023-10-11 | $1,827 | $2,043 | -$216 | -$216 |
| DODGE & COX INCOME | P | 2015-12-22 | 2023-10-11 | $298 | $334 | -$36 | -$36 |
| DODGE & COX INCOME | P | 2015-12-22 | 2023-10-11 | $4,917 | $5,501 | -$584 | -$584 |
| DODGE & COX INCOME | P | 2016-03-24 | 2023-10-11 | $6,873 | $7,746 | -$873 | -$873 |
| DODGE & COX INCOME | P | 2016-03-24 | 2023-10-11 | $1,135 | $1,280 | -$145 | -$145 |
| DODGE & COX INCOME | P | 2016-06-28 | 2023-10-11 | $6,213 | $7,143 | -$930 | -$930 |
| DODGE & COX INCOME | P | 2016-12-21 | 2023-10-11 | $7,451 | $8,467 | -$1,016 | -$1,016 |
| DODGE & COX INCOME | P | 2017-03-29 | 2023-10-11 | $7,668 | $8,791 | -$1,123 | -$1,123 |
| DODGE & COX INCOME | P | 2017-03-19 | 2023-10-11 | $844 | $967 | -$123 | -$123 |
| DODGE & COX INCOME | P | 2017-12-20 | 2023-10-11 | $7,003 | $8,087 | -$1,084 | -$1,084 |
| DODGE & COX INCOME | P | 2017-12-20 | 2023-10-11 | $2,023 | $2,336 | -$313 | -$313 |
| DODGE & COX INCOME | P | 2018-01-16 | 2023-10-11 | $63,972 | $73,990 | -$10,018 | -$10,018 |
| DODGE & COX INCOME | P | 2018-03-27 | 2023-10-11 | $8,525 | $9,644 | -$1,119 | -$1,119 |
| DODGE & COX INCOME | P | 2018-03-27 | 2023-10-11 | $2,782 | $3,147 | -$365 | -$365 |
| DODGE & COX INCOME | P | 2018-06-27 | 2023-10-11 | $8,040 | $9,028 | -$988 | -$988 |
| DODGE & COX INCOME | P | 2018-09-26 | 2023-10-11 | $8,110 | $9,092 | -$982 | -$982 |
| DODGE & COX INCOME | P | 2018-12-20 | 2023-10-11 | $8,209 | $9,149 | -$940 | -$940 |
| DODGE & COX INCOME | P | 2018-12-20 | 2023-10-11 | $1,889 | $2,105 | -$216 | -$216 |
| DODGE & COX INCOME | P | 2019-03-27 | 2023-10-11 | $7,850 | $8,999 | -$1,149 | -$1,149 |
| DODGE & COX INCOME | P | 2020-03-27 | 2023-10-11 | $6,173 | $7,050 | -$877 | -$877 |
| DODGE & COX INCOME | P | 2020-03-27 | 2023-10-11 | $1,667 | $1,904 | -$237 | -$237 |
| DODGE & COX INCOME | P | 2020-03-27 | 2023-10-11 | $185 | $212 | -$27 | -$27 |
| DODGE & COX INCOME | P | 2022-09-27 | 2023-10-11 | $1,439 | $1,443 | -$4 | -$4 |
| DOUBLELINE TOTAL RETURN BOND | P | 2018-01-16 | 2023-10-11 | $111,573 | $140,336 | -$28,763 | -$28,763 |
| DOUBLELINE TOTAL RETURN BOND | P | 2018-01-31 | 2023-10-11 | $3,332 | $4,160 | -$828 | -$828 |
| DOUBLELINE TOTAL RETURN BOND | P | 2018-02-28 | 2023-10-11 | $3,336 | $4,141 | -$805 | -$805 |
| DOUBLELINE TOTAL RETURN BOND | P | 2018-03-29 | 2023-10-11 | $3,549 | $4,417 | -$868 | -$868 |
| DOUBLELINE TOTAL RETURN BOND | P | 2018-04-30 | 2023-10-11 | $3,149 | $3,889 | -$740 | -$740 |
| DOUBLELINE TOTAL RETURN BOND | P | 2018-05-31 | 2023-10-11 | $3,418 | $4,239 | -$821 | -$821 |
| DOUBLELINE TOTAL RETURN BOND | P | 2018-06-19 | 2023-10-11 | $3,333 | $4,125 | -$792 | -$792 |
| DOUBLELINE TOTAL RETURN BOND | P | 2018-07-31 | 2023-10-11 | $3,225 | $3,976 | -$751 | -$751 |
| DOUBLELINE TOTAL RETURN BOND | P | 2018-08-31 | 2023-10-11 | $3,297 | $4,077 | -$780 | -$780 |
| DOUBLELINE TOTAL RETURN BOND | P | 2018-09-29 | 2023-10-11 | $3,209 | $3,941 | -$732 | -$732 |
| DOUBLELINE TOTAL RETURN BOND | P | 2018-10-31 | 2023-10-11 | $3,353 | $4,094 | -$741 | -$741 |
| DOUBLELINE TOTAL RETURN BOND | P | 2018-11-30 | 2023-10-11 | $3,381 | $4,140 | -$759 | -$759 |
| DOUBLELINE TOTAL RETURN BOND | P | 2018-12-31 | 2023-10-11 | $3,120 | $3,861 | -$741 | -$741 |
| DOUBLELINE TOTAL RETURN BOND | P | 2019-01-31 | 2023-10-11 | $2,996 | $3,718 | -$722 | -$722 |
| DOUBLELINE TOTAL RETURN BOND | P | 2019-02-28 | 2023-10-11 | $3,066 | $3,794 | -$728 | -$728 |
| DOUBLELINE TOTAL RETURN BOND | P | 2019-03-29 | 2023-10-11 | $3,138 | $3,925 | -$787 | -$787 |
| DOUBLELINE TOTAL RETURN BOND | P | 2019-04-30 | 2023-10-11 | $3,061 | $3,817 | -$756 | -$756 |
| DOUBLELINE TOTAL RETURN BOND | P | 2020-03-31 | 2023-10-11 | $2,635 | $3,273 | -$638 | -$638 |
| DOUBLELINE TOTAL RETURN BOND | P | 2021-06-30 | 2023-10-11 | $1,083 | $1,356 | -$273 | -$273 |
| DOUBLELINE TOTAL RETURN BOND | P | 2021-07-30 | 2023-10-11 | $1,052 | $1,314 | -$262 | -$262 |
| DOUBLELINE TOTAL RETURN BOND | P | 2021-09-12 | 2023-10-11 | $538 | $674 | -$136 | -$136 |
| DOUBLELINE TOTAL RETURN BOND | P | 2022-09-30 | 2023-10-11 | $561 | $591 | -$30 | -$30 |
| GQG PARTNERS EMERG MARKETS | P | 2022-09-09 | 2023-10-11 | $126,638 | $120,000 | $6,638 | $6,638 |
| ISHARES CORE S&P 500 ETF | P | 2014-12-04 | 2023-10-11 | $150,609 | $72,139 | $78,470 | $78,470 |
| ISHARES CORE S&P 500 ETF | P | 2014-12-04 | 2023-10-11 | $296,655 | $142,106 | $154,549 | $154,549 |
| ISHARES CORE S&P 500 ETF | P | 2015-03-31 | 2023-10-11 | $10,913 | $5,217 | $5,696 | $5,696 |
| ISHARES CORE S&P 500 ETF | P | 2015-06-30 | 2023-10-11 | $13,095 | $6,255 | $6,840 | $6,840 |
| ISHARES CORE S&P 500 ETF | P | 2015-10-01 | 2023-10-11 | $12,825 | $5,675 | $7,150 | $7,150 |
| ISHARES CORE S&P 500 ETF | P | 2016-01-05 | 2023-10-11 | $13,730 | $6,518 | $7,212 | $7,212 |
| ISHARES CORE S&P 500 ETF | P | 2016-01-07 | 2023-10-11 | $2,262 | $1,044 | $1,218 | $1,218 |
| ISHARES CORE S&P 500 ETF | P | 2016-04-01 | 2023-10-11 | $13,234 | $6,180 | $7,054 | $7,054 |
| ISHARES CORE S&P 500 ETF | P | 2016-06-29 | 2023-10-11 | $11,809 | $5,545 | $6,264 | $6,264 |
| VANGUARD RUSSELL 2000 ETF | P | 2022-03-09 | 2023-10-11 | $39,338 | $44,758 | -$5,420 | -$5,420 |
| WCM FOCUSED INTL GROWTH | P | 2019-06-18 | 2023-10-11 | $126,346 | $103,550 | $22,796 | $22,796 |
| PASSTHROUGH STCG FROM K-1S | P | $607 | $607 | $607 | |||
| PASSTHROUGH LTCG FROM K-1S | P | $25,856 | $25,856 | $25,856 | |||
| LEGACY K-1 LOSS | P | $551 | -$551 | -$551 | |||
| CAPITAL GAINS DIVIDENDS | P | $1 | $1 | $1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $355,322 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,748 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,748 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,748 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,063 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,063 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,315 | OverpaymentAmt |
| Applied To ES Tax | $3,315 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GRANT TANI BARASH ALTMAN LLC | IndividualWithBooksNm |
| Phone | 3102886200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9100 WILSHIRE BL 1000W | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| BLAKE MYCOSKIE | ||||||||
| 9100 WILSHIRE BLVD STE 1000W | BEVERLY HILLS | CA | 90212 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| MICHAEL LEE MYCOSKIE | ||||||||
| 292 HOLDEN ROAD | BEAVER CREEK | CO | 81620 | SECRETARY & TREASURER | 2.00 | $0 | $0 | $0 |
| BLAKE MYCOSKIE | ||||||||
| 9100 WILSHIRE BLVD STE 1000W | BEVERLY HILLS | CA | 90212 | SOLE DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,965,605 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,728,409 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,694,014 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,694,014 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,410 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,638,604 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $181,930 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $181,930 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,748 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,748 | TotalTaxAmt |
| Distributable Before Adj | $176,182 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $176,182 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $176,182 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,439,579 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,439,579 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $176,182 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,394,755 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,032,845 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,764,374 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,086,797 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,606,200 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,884,971 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,439,579 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $176,182 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,263,397 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,148,368 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,394,755 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,753,613 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,032,845 | ExcessFromYear4Amt |
| Excess From Year3 | $1,764,374 | ExcessFromYear3Amt |
| Excess From Year2 | $1,086,797 | ExcessFromYear2Amt |
| Excess From Year1 | $6,606,200 | ExcessFromYear1Amt |
| Excess From Current Year | $3,263,397 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BLAKE MYCOSKIE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CHARITY GLOBAL | ||||||
| 40 WORTH ST STE 330 | NEW YORK | NY | 10013 | 501(C)(3) | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $112,000 |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND | ||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | 501(C)(3) | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $11,000 |
| HANDS OFFERING HOPE FOUNDATION | ||||||
| 71 TWITCHGRASS ROAD | TRUMBULL | CT | 06611 | 501(C)(3) | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $15,000 |
| HEALING ADVOCACY FUND | ||||||
| 8110 SE RAMONA ST | PORTLAND | OR | 97206 | 501(C)(3) | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $500,000 |
| INDIGNEOUS MEDICINE CONSERVATIVE FUND | ||||||
| 849 ALMAR AVE STE C475 | SANTA CRUZ | CA | 95060 | 501(C)(3) | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $500,000 |
| JOHN HOPKINS UNIVERSITY | ||||||
| 600 N WOLFE ST MEYER 4-113 | BALTIMORE | MD | 21287 | 501(C)(3) | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $400,000 |
| PSFC | ||||||
| 104 BAKER ST UNIT 2 | SAN FRANCISCO | CA | 94117 | 501(C)(3) | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $650,000 |
| UC BERKELEY FOUNDATION | ||||||
| 1995 UNIVERSITY AVE STE 400 | BERKELEY | CA | 94704 | 501(C)(3) | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $1,006,579 |
| WESTERN PENNSYLVANIA DISTRICT CHURCH OF THE BRETHREN | ||||||
| 115 SPRING ROAD | HOLLSOPPLE | PA | 15935 | 501(C)(3) | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $45,000 |
| CITIZENS OF THE WORLD CHARTER SCHOOLS | ||||||
| 5665 W WILSHIRE BLVD 1418 | LOS ANGELES | CA | 90036 | 501(C)(3) | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $10,000 |
| LEGACY OF LIGHT | ||||||
| 11495 SLAB CREEK ROAD | NESKOWIN | OR | 97149 | 501(C)(3) | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $50,000 |
| MOVING PICTURE INSTITUTE | ||||||
| 375 GREENWICH ST | NEW YORK | NY | 10013 | 501(C)(3) | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $50,000 |
| UTAH FILM CENTER | ||||||
| 50 W BROADWAY SUITE 1125 | SALT LAKE CITY | UT | 84101 | 501(C)(3) | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $50,000 |
| AMIGOS DE COSTA RICA | ||||||
| PO BOX 748 | WESTCHESTER | PA | 19380 | 501(C)(3) | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,439,579 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $101,493 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $291,515 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $393,008 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $393,008 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARPE DIEM VC LLC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9100 WILSHIRE BLVD STE 1000W | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $87,095 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 6293 SHARES OF RECURSION PHARMACEUTICALS STOCK | NoncashPropertyDesc |
| Fair Market Value | $87,095 | FairMarketValueAmt |
| Received | 2023-07-26 | ReceivedDt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY ACCOUNTS | AT COST | $151,631 | $151,689 |
| LEGACY VENTURES VIII PARTNERSHIP | AT COST | $851,291 | $851,291 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $16,070 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE - LIABILITY | $2,375 | $0 | $0 |
| PROGRAM FEES | $20,926 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCE | Desc |
| Amt | $612 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSE | $12,534 | $12,534 | $0 |
| INVESTMENT EXPENSE FROM K-1S | $30,728 | $30,728 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES - LICENSES & PERMITS | $200 | $0 | $0 |
| TAXES - FOREIGN | $29 | $0 | $0 |
| TAXES - FEDERAL | $17,500 | $0 | $0 |
Comments