START SOMETHING THAT MATTERS FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- START SOMETHING THAT MATTERS FOUNDATION (EIN 46-1031067)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-10
- IRS object ID
- 202223149349102457
- Schema version
- 2021v4.2
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-10T13:48:08-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 155 E PEARL ST STE 200 BOX 1226 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BLAKE MYCOSKIE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3102886200 | PhoneNum |
| Signature | 2022-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BLAKE | PersonFirstNm |
| Person Last | MYCOSKIE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD MELLETT | PreparerPersonNm |
| PTIN | P00242337 | PTIN |
| Phone | 3102886200 | PhoneNum |
| Preparation | 2022-11-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,821,255 | 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 | $1,488,312 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $82,415 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $82,415 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $561,845 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,620,867 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,814,008 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,031 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,031 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,135,603 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,899,454 | 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 | $2,103 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $55,941 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,941 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $42 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $42 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $29,432 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $732 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,895 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $94,413 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,715 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,349,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,349,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,443,413 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,715 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,349,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $692,190 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,842,739 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $65,460 | CashBOYAmt |
| Cash EOY | $678,778 | CashEOYAmt |
| Cash EOYFMV | $678,778 | CashEOYFMVAmt |
| Other Investments BOY | $5,051,688 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,946,305 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,142,477 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,117,148 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,625,083 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,821,255 | 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 | $5,117,148 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,625,083 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,117,148 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,625,083 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,117,148 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,625,083 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,117,148 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $692,190 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,809,338 | SubtotalAmt |
| Other Decreases | $184,255 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,625,083 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (63 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AFFIRM HOLDINGS INC | D | 2017-08-04 | 2021-07-12 | $27,940 | $2,145 | $25,795 | $25,795 |
| AFFIRM HOLDINGS INC | D | 2017-08-23 | 2021-07-12 | $128,174 | $9,840 | $118,334 | $118,334 |
| AFFIRM HOLDINGS INC | D | 2017-12-08 | 2021-07-12 | $73,857 | $12,860 | $60,997 | $60,997 |
| AFFIRM HOLDINGS INC | D | 2019-03-22 | 2021-07-12 | $527,417 | $106,732 | $420,685 | $420,685 |
| AFFIRM HOLDINGS INC | D | 2020-04-28 | 2021-07-12 | $18,171 | $4,710 | $13,461 | $13,461 |
| ASANA INC CL A | D | 2016-04-06 | 2021-07-12 | $11,255 | $734 | $10,521 | $10,521 |
| ASANA INC CL A | D | 2018-01-19 | 2021-07-12 | $33,897 | $2,709 | $31,188 | $31,188 |
| ASANA INC CL A | D | 2018-11-15 | 2021-07-12 | $120,863 | $15,127 | $105,736 | $105,736 |
| UPSTART HOLDINGS INC | D | 2017-03-10 | 2021-10-19 | $379 | $26 | $353 | $353 |
| UPSTART HOLDINGS INC | D | 2017-03-10 | 2021-10-19 | $1,137 | $79 | $1,058 | $1,058 |
| UPSTART HOLDINGS INC | D | 2017-03-10 | 2021-10-19 | $379 | $26 | $353 | $353 |
| UPSTART HOLDINGS INC | D | 2017-03-10 | 2021-10-19 | $18,930 | $1,323 | $17,607 | $17,607 |
| UPSTART HOLDINGS INC | D | 2017-03-10 | 2021-10-19 | $1,136 | $79 | $1,057 | $1,057 |
| UPSTART HOLDINGS INC | D | 2017-03-10 | 2021-10-19 | $29,142 | $2,037 | $27,105 | $27,105 |
| UPSTART HOLDINGS INC | D | 2017-03-10 | 2021-10-19 | $117,303 | $8,200 | $109,103 | $109,103 |
| UPSTART HOLDINGS INC | D | 2017-03-10 | 2021-10-19 | $3,027 | $212 | $2,815 | $2,815 |
| UPSTART HOLDINGS INC | D | 2017-03-10 | 2021-10-19 | $38,977 | $2,724 | $36,253 | $36,253 |
| UPSTART HOLDINGS INC | D | 2017-03-10 | 2021-10-19 | $37,839 | $2,645 | $35,194 | $35,194 |
| UPSTART HOLDINGS INC | D | 2017-03-10 | 2021-10-19 | $12,871 | $899 | $11,972 | $11,972 |
| UPSTART HOLDINGS INC | D | 2019-01-09 | 2021-10-19 | $12,879 | $1,873 | $11,006 | $11,006 |
| UPSTART HOLDINGS INC | D | 2019-01-09 | 2021-10-19 | $15,914 | $2,314 | $13,600 | $13,600 |
| UPSTART HOLDINGS INC | D | 2019-01-09 | 2021-10-19 | $3,031 | $353 | $2,678 | $2,678 |
| UPSTART HOLDINGS INC | D | 2019-01-09 | 2021-10-19 | $18,566 | $2,159 | $16,407 | $16,407 |
| PROTERRA INC | D | $59,651 | $39,525 | $20,126 | $20,126 | ||
| RECURSION PHARMACEUTICALS | D | $166,135 | $16,817 | $149,318 | $149,318 | ||
| DODGE & COX INCOME | P | 2020-12-21 | 2021-03-18 | $8,966 | $9,195 | -$229 | -$229 |
| DODGE & COX INCOME | P | 2020-12-21 | 2021-03-18 | $5,303 | $5,438 | -$135 | -$135 |
| DODGE & COX INCOME | P | 2020-12-21 | 2021-03-18 | $3,712 | $3,806 | -$94 | -$94 |
| DODGE & COX INCOME | P | 2020-12-29 | 2021-04-08 | $1,078 | $1,099 | -$21 | -$21 |
| DODGE & COX INCOME | P | 2020-12-29 | 2021-04-08 | $2,355 | $2,401 | -$46 | -$46 |
| DODGE & COX INCOME | P | 2020-12-29 | 2021-04-08 | $2,993 | $3,052 | -$59 | -$59 |
| DOUBLELINE TOTAL RETURN | P | 2020-04-30 | 2021-03-18 | $2,286 | $2,295 | -$9 | -$9 |
| DOUBLELINE TOTAL RETURN | P | 2020-05-29 | 2021-03-18 | $2,290 | $2,319 | -$29 | -$29 |
| DOUBLELINE TOTAL RETURN | P | 2020-10-30 | 2021-03-18 | $1,932 | $1,965 | -$33 | -$33 |
| DOUBLELINE TOTAL RETURN | P | 2020-11-30 | 2021-03-18 | $1,928 | $1,967 | -$39 | -$39 |
| DOUBLELINE TOTAL RETURN | P | 2021-01-29 | 2021-03-18 | $1,500 | $1,532 | -$32 | -$32 |
| DOUBLELINE TOTAL RETURN | P | 2021-02-26 | 2021-03-18 | $1,473 | $1,487 | -$14 | -$14 |
| DOUBLELINE TOTAL RETURN | P | 2021-02-11 | 2021-04-08 | $1,812 | $1,842 | -$30 | -$30 |
| DOUBLELINE TOTAL RETURN | P | 2021-03-05 | 2021-05-24 | $1,519 | $1,540 | -$21 | -$21 |
| JACKSON SQUARE SMID CAP GROWTH INSTL | P | 2020-12-17 | 2021-05-24 | $11,397 | $11,897 | -$500 | -$500 |
| JACKSON SQUARE SMID CAP GROWTH INSTL | P | 2020-12-17 | 2021-05-24 | $981 | $1,024 | -$43 | -$43 |
| ARTISAN INTL VALUE FUND | P | 2019-06-18 | 2021-05-24 | $53,190 | $39,586 | $13,604 | $13,604 |
| BARON EMERGING MARKETS | P | 2016-07-25 | 2021-05-24 | $58,500 | $34,948 | $23,552 | $23,552 |
| DIAMOND HILL SMALL-MID CAP | P | 2014-12-04 | 2021-05-24 | $9,990 | $6,638 | $3,352 | $3,352 |
| DODGE & COX INCOME | P | 2014-12-04 | 2021-03-18 | $6,521 | $6,380 | $141 | $141 |
| DODGE & COX INCOME | P | 2016-08-05 | 2021-03-18 | $7,255 | $7,048 | $207 | $207 |
| DODGE & COX INCOME | P | 2016-09-28 | 2021-03-18 | $9,344 | $9,096 | $248 | $248 |
| DODGE & COX INCOME | P | 2019-06-26 | 2021-03-18 | $8,890 | $8,673 | $217 | $217 |
| DODGE & COX INCOME | P | 2016-08-05 | 2021-04-08 | $33,564 | $32,677 | $887 | $887 |
| DODGE & COX INCOME | P | 2016-08-05 | 2021-05-24 | $62,290 | $60,340 | $1,950 | $1,950 |
| DOUBLELINE TOTAL RETURN | P | 2016-02-04 | 2021-03-18 | $38,580 | $40,133 | -$1,553 | -$1,553 |
| DOUBLELINE TOTAL RETURN | P | 2016-02-04 | 2021-04-08 | $38,178 | $39,641 | -$1,463 | -$1,463 |
| DOUBLELINE TOTAL RETURN | P | 2016-02-04 | 2021-05-24 | $66,271 | $68,543 | -$2,272 | -$2,272 |
| ISHARES S&P 500 | P | 2014-12-04 | 2021-05-24 | $124,407 | $61,684 | $62,723 | $62,723 |
| JACKSON SQUARE SMID CAP GROWTH INSTL | P | 2019-02-14 | 2021-05-24 | $7,710 | $5,056 | $2,654 | $2,654 |
| JACKSON SQUARE SMID CAP GROWTH INSTL | P | 2019-12-18 | 2021-05-24 | $9,461 | $6,339 | $3,122 | $3,122 |
| JACKSON SQUARE SMID CAP GROWTH INSTL | P | 2019-12-18 | 2021-05-24 | $261 | $175 | $86 | $86 |
| JACKSON SQUARE SMID CAP GROWTH INSTL | P | 2019-12-18 | 2021-05-24 | $179 | $120 | $59 | $59 |
| LAZARD US EQUITY | P | 2015-04-15 | 2021-05-24 | $84,000 | $57,072 | $26,928 | $26,928 |
| WCM FOCUSED INTL GROWTH | P | 2019-06-18 | 2021-05-24 | $52,370 | $33,703 | $18,667 | $18,667 |
| PASSTHROUGH LTCG FROM K-1S | P | $238,807 | $238,807 | $238,807 | |||
| PASSTHROUGH STCG FROM K-1S | P | $13,687 | $13,687 | $13,687 | |||
| CAPITAL GAINS DIVIDENDS | P | $167,017 | $167,017 | $167,017 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,814,008 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,614 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $25,614 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $25,614 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,614 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $55,614 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $29,997 | OverpaymentAmt |
| Applied To ES Tax | $29,997 | 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 | Yes (1) | 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 | Address Line2USAddress/AddressLine2Txt | 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 | |||||||||
| 199 EAST PEARL AVE SUITE 103 BOX | 4430 | JACKSON | WY | 83001 | 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 | |||||||||
| 199 EAST PEARL AVE SUITE 103 BOX | 4430 | JACKSON | WY | 83001 | 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 | $5,142,035 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $701,965 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,844,000 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,844,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $87,660 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,756,340 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $287,817 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $287,817 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,614 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,614 | TotalTaxAmt |
| Distributable Before Adj | $262,203 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $262,203 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $262,203 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,349,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,349,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $262,203 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,394,755 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,032,845 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,764,374 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,191,974 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,349,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $262,203 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,086,797 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,278,771 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,278,771 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,394,755 | ExcessFromYear3Amt |
| Excess From Year2 | $1,032,845 | ExcessFromYear2Amt |
| Excess From Year1 | $1,764,374 | ExcessFromYear1Amt |
| Excess From Current Year | $1,086,797 | 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 (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| CHARITY GLOBAL | |||||||
| 40 WORTH ST STE 330 | NEW YORK | NY | 10013 | 501(C)(3) | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $112,000 | |
| MONTEREY PENINSULA FOUNDATION | |||||||
| 1 LOWER RAGSDALE DRIVE BLDG 3 STE | MONTEREY | CA | 93940 | 501(C)(3) | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $47,000 | 100 |
| JEWISH COMMUNITY FOUNDATION | |||||||
| 6505 WILSHIRE BLVD STE 1200 | LOS ANGELES | CA | 90048 | 501(C)(3) | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $5,000 | |
| LAKOTA CHILD AND FAMILY | |||||||
| 27863 292ND AVE | WINNER | SD | 57580 | 501(C)(3) | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $20,000 | |
| PHILANTHROPIC IMPACT FOUNDATION | |||||||
| 269 S BEVERLY DR STE 338 | BEVERLY HILLS | CA | 90212 | 501(C)(3) | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $100,000 | |
| HANDS OFFERING HOPE FOUNDATION | |||||||
| 71 TWITCHGRASS ROAD | TRUMBULL | CT | 06611 | 501(C)(3) | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $10,000 | |
| HOFFMAN INSTITUTE FOUNDATION | |||||||
| 12999 FOURTH ST 6TH FL | SAN RAFAEL | CA | 94901 | 501(C)(3) | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $50,000 | |
| MULTIDISCIPLINARY ASSOCIATION FOR PSYCHEDELIC STUDIES | |||||||
| 1115 MISSION ST | SANTA CRUZ | CA | 95060 | 501(C)(3) | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $500,000 | |
| JACKSON CUPBOARD | |||||||
| 170 N GLENWOOD PO BOX 1622 | JACKSON | WY | 83001 | 501(C)(3) | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $50,000 | |
| JACKSON HOLE THERAPEUTIC RIDING | |||||||
| PO BOX 415 | TETON VILLAGE | WY | 83025 | 501(C)(3) | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $10,000 | |
| 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 | |
| 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 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,349,000 | 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 | $82,415 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,031 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $561,845 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $647,291 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $647,291 | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| CARPE DIEM VC LLC | ||||||
| 1 | 199 E PEARL AVE STE 103 PO BOX 4430 | JACKSON | WY | 83001 | $171,159 | Yes (X) |
| CARPE DIEM VC LLC | ||||||
| 2 | 199 E PEARL AVE STE 103 PO BOX 4430 | JACKSON | WY | 83001 | $782,058 | Yes (X) |
| CARPE DIEM VC LLC | ||||||
| 3 | 199 E PEARL AVE STE 103 PO BOX 4430 | JACKSON | WY | 83001 | $307,300 | Yes (X) |
| CARPE DIEM VC LLC | ||||||
| 4 | 199 E PEARL AVE STE 103 PO BOX 4430 | JACKSON | WY | 83001 | $168,672 | Yes (X) |
| CARPE DIEM VC LLC | ||||||
| 5 | 199 E PEARL AVE STE 103 PO BOX 4430 | JACKSON | WY | 83001 | $59,123 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2537 SHARES OF ASANA INC STOCK | $171,159 | 2021-07-09 |
| 2 | 11908 SHARES OF AFFIRM HOLDINGS INC STOCK | $782,058 | 2021-07-09 |
| 3 | 823 SHARES OF UPSTART HOLDINGS INC STOCK | $307,300 | 2021-10-18 |
| 4 | 8960 SHARES OF RECURSION PHARMACEUTICAL STOCK | $168,672 | 2021-12-16 |
| 5 | 6829 SHARES OF PROTERRA STOCK | $59,123 | 2021-12-21 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY ACCOUNTS | AT COST | $4,044,167 | $5,240,339 |
| LEGACY VENTURES VIII PARTNERSHIP | AT COST | $902,138 | $902,138 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,103 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCE | Desc |
| Amt | $184,255 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE - LIABILITY | Desc |
| Revenue And Expenses Per Books | $6,895 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NONDIVIDEND DISTRIBUTIONS | $12 | $12 | $12 |
| PASSTHROUGH OTHER INCOME | $3,019 | $3,019 | $3,019 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSE | $22,591 | $22,591 | $0 |
| INVESTMENT EXPENSE FROM K-1S | $33,350 | $33,350 | $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 | $732 | $732 | $0 |
| TAXES - FEDERAL | $28,500 | $0 | $0 |
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