START SOMETHING THAT MATTERS FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
START SOMETHING THAT MATTERS FOUNDATION (EIN 46-1031067)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-08-30
IRS object ID
202132429349101018
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-08-30T11:51:39-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN200839341PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT TANI BARASH & ALTMAN LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5623AddressLine1Txt
CityBEVERLY HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP902095623ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461031067EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1START SOMETHING THAT MATTERS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTARBusinessNameControlTxt
Phone3102886200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1199 E PEARL AVE SUITE 103 BOX 4430AddressLine1Txt
CityJACKSONCityNm
State AbbreviationWYStateAbbreviationCd
ZIP83001ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBLAKE MYCOSKIEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3102886200PhoneNum
Signature2021-08-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBLAKEPersonFirstNm
Person LastMYCOSKIEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD MELLETTPreparerPersonNm
PTINP00242337PTIN
Phone3102886200PhoneNum
Preparation2021-08-13PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,334,958FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$87,632DividendsRevAndExpnssAmt
Dividends Net Invst Incm$87,632DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$319,856NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,372,721GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$319,856CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$9,219OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$9,219OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$416,707TotalRevAndExpnssAmt
Total Net Invst Incm$416,707TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$3,667LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$53,832OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$53,832OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$102InterestRevAndExpnssAmt
Interest Net Invst Incm$102InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$6,473TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,031OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$66,105TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$53,934TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,769,290ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,769,290ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,835,395TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$53,934TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,769,290TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,418,688ExcessRevenueOverExpensesAmt
Net Investment Income$362,773NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$59,962CashBOYAmt
Cash EOY$65,460CashEOYAmt
Cash EOYFMV$65,460CashEOYFMVAmt
Other Nts And Loans Rcvbl BOY$290,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$0OtherNtsAndLoansRcvblEOYFMVAmt
Other Investments BOY$5,999,795OtherInvestmentsBOYAmt
Other Investments EOY$5,051,688OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,269,498OtherInvestmentsEOYFMVAmt
Total Assets BOY$6,349,757TotalAssetsBOYAmt
Total Assets EOY$5,117,148TotalAssetsEOYAmt
Total Assets EOYFMV$5,334,958TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$6,349,757RetainedEarningBOYAmt
Retained Earning EOY$5,117,148RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,349,757TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,117,148TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,349,757TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,117,148TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,349,757TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,418,688ExcessRevenueOverExpensesAmt
Other Increases$186,079OtherIncreasesAmt
Subtotal$5,117,148SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,117,148TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (76 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ARTISAN INTERNATIONAL VALUEP2019-06-182020-04-24$7,829$9,779-$1,950-$1,950
ARTISAN INTERNATIONAL VALUEP2019-11-142020-04-24$3,020$3,882-$862-$862
ARTISAN INTERNATIONAL VALUEP2019-11-142020-04-24$9,138$11,745-$2,607-$2,607
ARTISAN INTERNATIONAL VALUEP2019-06-182020-06-08$89,988$91,906-$1,918-$1,918
BARON EMERGING MARKETSP2019-09-302020-07-14$93$83$10$10
BARON EMERGING MARKETSP2019-11-272020-07-14$2,568$2,406$162$162
DIAMOND HILL SMALL MID CAPP2019-12-132020-06-08$8,323$9,471-$1,148-$1,148
DIAMOND HILL SMALL MID CAPP2019-12-312020-06-08$1,895$2,166-$271-$271
DODGE & COX INCOMEP2019-09-262020-01-06$8,752$8,742$10$10
DODGE & COX INCOMEP2019-12-202020-01-06$3,780$3,764$16$16
DODGE & COX INCOMEP2019-12-202020-01-06$7,801$7,769$32$32
DODGE & COX INCOMEP2019-12-202020-01-06$2,815$2,803$12$12
DODGE & COX INCOMEP2020-06-262020-07-14$5,139$5,088$51$51
DOUBLELINE TOTAL RETURNP2020-02-282020-07-14$2,592$2,636-$44-$44
WCM FOCUSED INTL GROWTHP2019-06-182020-04-15$63,924$66,186-$2,262-$2,262
WCM FOCUSED INTL GROWTHP2019-12-062020-04-15$1,064$1,180-$116-$116
WCM FOCUSED INTL GROWTHP2019-06-182020-04-24$29,988$30,249-$261-$261
WCM FOCUSED INTL GROWTHP2019-06-182020-06-08$69,988$61,817$8,171$8,171
ISHARES TR CORE S&PP2019-09-302020-04-15$5,745$6,152-$407-$407
ISHARES TR CORE S&PP2019-12-202020-04-15$1,591$1,822$0$0
ISHARES TR CORE S&PP2019-12-202020-04-15$5,834$6,681-$48-$48
ISHARES TR CORE S&PP2020-03-312020-04-15$1,591$1,672-$81-$81
ISHARES TR CORE S&PP2020-03-312020-04-15$5,505$5,785-$280-$280
LAZARD US EQUITY CONCENTRATEDP2019-12-232020-07-14$5,487$5,823-$336-$336
BARON EMERGING MARKETSP2016-07-252020-07-14$55,331$42,811$12,520$12,520
BARON EMERGING MARKETSP2017-03-032020-07-14$42,008$33,314$8,694$8,694
DIAMOND HILL SMALL MID CAPP2016-12-162020-06-08$2,508$2,706-$198-$198
DIAMOND HILL SMALL MID CAPP2016-12-302020-06-08$491$529-$38-$38
DIAMOND HILL SMALL MID CAPP2017-03-032020-06-08$29,280$32,732-$3,452-$3,452
DIAMOND HILL SMALL MID CAPP2017-12-152020-06-08$6,548$7,303-$755-$755
DIAMOND HILL SMALL MID CAPP2017-12-152020-06-08$772$861-$89-$89
DIAMOND HILL SMALL MID CAPP2018-12-142020-06-08$8,470$8,420$50$50
DOUBLELINE TOTAL RETURNP2016-02-042020-07-14$1,470$1,494-$24-$24
DOUBLELINE TOTAL RETURNP2016-06-302020-07-14$4,061$4,132-$66-$66
DOUBLELINE TOTAL RETURNP2016-07-292020-07-14$4,205$4,287$0$0
DOUBLELINE TOTAL RETURNP2016-08-312020-07-14$4,087$4,152-$65-$65
DOUBLELINE TOTAL RETURNP2016-09-302020-07-14$3,992$4,059-$67-$67
DIAMOND HILL SMALL MID CAPP2015-04-152020-06-08$41,699$41,274$425$425
DODGE & COX INCOMEP2015-04-152020-01-06$26,841$26,581$260$260
DODGE & COX INCOMEP2014-12-042020-01-22$87,402$85,996$1,406$1,406
DODGE & COX INCOMEP2015-04-152020-01-22$12,586$12,383$203$203
DODGE & COX INCOMEP2014-12-042020-04-15$174,988$171,799$3,189$3,189
DODGE & COX INCOMEP2014-12-042020-04-24$74,988$73,628$1,360$1,360
DODGE & COX INCOMEP2014-12-042020-07-14$44,848$42,656$2,192$2,192
DODGE & COX INCOMEP2014-12-042020-09-01$19,988$18,774$1,214$1,214
DOUBLELINE TOTAL RETURNP2014-12-042020-04-15$155,000$162,541-$7,541-$7,541
DOUBLELINE TOTAL RETURNP2014-12-042020-04-24$75,000$78,350-$3,350-$3,350
DOUBLELINE TOTAL RETURNP2014-12-042020-07-14$15,152$15,519-$367-$367
DOUBLELINE TOTAL RETURNP2015-01-022020-07-14$1,947$1,989-$42-$42
DOUBLELINE TOTAL RETURNP2015-05-012020-07-14$3,019$3,092-$73-$73
DOUBLELINE TOTAL RETURNP2015-06-012020-07-14$3,174$3,245-$71-$71
DOUBLELINE TOTAL RETURNP2015-08-032020-07-14$3,262$3,316-$54-$54
DOUBLELINE TOTAL RETURNP2015-10-012020-07-14$3,039$3,095-$56-$56
ISHARES TR CORE S&PP2014-12-042020-04-15$134,932$101,078$33,854$33,854
ISHARES TR CORE S&PP2014-12-042020-04-24$100,053$74,439$25,614$25,614
ISHARES TR CORE S&PP2014-12-042020-06-08$140,144$90,749$49,395$49,395
ISHARES TR CORE S&PP2015-10-012020-12-28$229$119$110$110
LAZARD US EQUITY CONCENTRATEDP2015-04-152020-07-14$44,513$39,427$5,086$5,086
DODGE & COX INCOME DODIX XXX-XX-XXXXP2020-09-282020-12-29$4,172$4,178-$6-$6
DOUBLELINE TOTAL RETURN BOND FD CL I DBLTX XXX-XX-XXXXP2020-01-312020-12-29$2,772$2,787-$15-$15
DOUBLELINE TOTAL RETURN BOND FD CL I DBLTX XXX-XX-XXXXP2020-08-312020-12-29$2,067$2,067$0$0
DOUBLELINE TOTAL RETURN BOND FD CL I DBLTX XXX-XX-XXXXP2020-09-302020-12-29$1,990$1,992-$2-$2
ARTISAN INTL VALUE FUND INSTL APHKX 04314H857P2019-06-182020-12-29$55,990$48,417$7,573$7,573
BARON EMERGING MARKETS FUND INSTL BEXIX 06828M876P2016-07-252020-12-29$70,000$43,637$26,363$26,363
DIAMOND HILL SMALL- MID CAP FD I DHMIX 25264S783P2014-12-042020-12-29$21,925$18,041$3,884$3,884
DIAMOND HILL SMALL- MID CAP FD I DHMIX 25264S783P2015-04-152020-12-29$28,065$24,226$3,839$3,839
DODGE & COX INCOME DODIX XXX-XX-XXXXP2014-12-042020-12-29$105,818$100,767$5,051$5,051
DOUBLELINE TOTAL RETURN BOND FD CL I DBLTX XXX-XX-XXXXP2016-02-042020-12-29$68,636$69,796-$1,160-$1,160
DOUBLELINE TOTAL RETURN BOND FD CL I DBLTX XXX-XX-XXXXP2016-07-152020-12-29$2,386$2,431-$45-$45
DOUBLELINE TOTAL RETURN BOND FD CL I DBLTX XXX-XX-XXXXP2016-07-172020-12-29$325$332-$7-$7
DOUBLELINE TOTAL RETURN BOND FD CL I DBLTX XXX-XX-XXXXP2016-08-152020-12-29$1,815$1,859-$44-$44
ISHARES S&P 500 IVV XXX-XX-XXXXP2014-12-042020-12-29$136,096$76,321$59,775$59,775
LAZARD US EQTY CONCENTRATED PRT INST SHS LEVIX 52106N616P2015-04-152020-12-29$88,000$69,207$18,793$18,793
WCM FOCUSED INTL GROWTH FUND INSTL WCMIX XXX-XX-XXXXP2019-06-182020-12-29$59,990$41,467$18,523$18,523
PASSTHROUGH LTCG FROM K-1SP$18,824$18,824$18,824
CAPITAL GAINS DIVIDENDSP$33,373$33,373$33,373
FieldValueIRS element (for citing)
Capital Gain Net Income$319,856CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,043InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,043SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,043TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,157EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$7,157TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,114OverpaymentAmt
Applied To ES Tax$2,114AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGRANT TANI BARASH ALTMAN LLCIndividualWithBooksNm
Phone3102886200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19100 WILSHIRE BL 1000WAddressLine1Txt
CityBEVERLY HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90212ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BLAKE MYCOSKIE
199 EAST PEARL AVE SUITE 103 BOX4430JACKSONWY83001PRESIDENT2.00$0$0$0
MICHAEL LEE MYCOSKIE
292 HOLDEN ROADBEAVER CREEKCO81620SECRETARY & TREASURER2.00$0$0$0
BLAKE MYCOSKIE
199 EAST PEARL AVE SUITE 103 BOX4430JACKSONWY83001SOLE DIRECTOR2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1JOYN LLC - WOMEN'S CLOTHING BRAND FOCUSED ON HANDMADE TEXTILES WHICH SEEKS TO EMPOWER WOMEN, STIMULATE ECONOMIC DEVELOPMENT AND ALLEVIATE POVERTY BY OFFERING EMPLOYMENT OPPORTUNITIES TO LOW INCOME WOMEN IN RURAL INDIADescription1Txt
Expenses1$280,000Expenses1Amt
Total$280,000TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,697,061AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$190,421AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,887,482TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,887,482AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$88,312CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,799,170NetVlNoncharitableAssetsAmt
Minimum Investment Return$289,959MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$289,959MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,043TaxBasedOnInvestmentIncomeAmt
Total Tax$5,043TotalTaxAmt
Distributable Before Adj$284,916DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$284,916DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$284,916DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,769,290ExpensesAndContributionsAmt
Program Related Invst Total$280,000ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,049,290QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,049,290AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$284,916DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$296,591ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr2$1,394,755ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,032,845ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,724,191TotalExcessDistributionCyovAmt
Qualifying Distributions$2,049,290QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$284,916AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,764,374RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$4,488,565TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$296,591ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,191,974ExcessDistriCyovToNextYrAmt
Excess From Year2$1,394,755ExcessFromYear2Amt
Excess From Year1$1,032,845ExcessFromYear1Amt
Excess From Current Year$1,764,374ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBLAKE MYCOSKIEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COMMUNITY FOUNDATION OF JACKSON HOLE
245 E SIMPSON ST PO BOX 574JACKSONWY83001501(C)(3)UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE$102,500
FRIENDS OF CASA HOGAR
410 NEVADA WAY STE 280BOULDER CITYNV89005501(C)(3)UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE$4,790
FUND FOR PUBLIC EDUCATION
PO BOX 1048JACKSONWY83001501(C)(3)UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE$50,000
GOOD SAMARITAN MISSION
285 W PEARL ST PO BOX 1218JACKSONWY83001501(C)(3)UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE$50,000
HANDS OFFERING HOPE FOUNDATION
71 TWITCHGRASS ROADTRUMBULLCT06611501(C)(3)UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE$10,000
HOFFMAN INSTITUTE FOUNDATION
12999 FOURTH ST 6TH FLSAN RAFAELCA94901501(C)(3)UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE$75,000
HOLE FOOD RESCUE
1524 MARTIN LN UNIT BJACKSONWY83001501(C)(3)UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE$50,000
JOHN HOPKINS UNIVERSITY
600 N WOLFE ST MEYER 4-113BALTIMOREMD21287501(C)(3)UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE$400,000
JACKSON CUPBOARD
170 N GLENWOOD PO BOX 1622JACKSONWY83001501(C)(3)UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE$50,000
JACKSON HOLE THERAPEUTIC RIDING
PO BOX 415TETON VILLAGEWY83025501(C)(3)UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE$10,000
SENIOR CENTER OF JACKSON HOLE
PO BOX 4677JACKSONWY83001501(C)(3)UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE$50,000
ONE22
170 N GLENWOODJACKSONWY83001501(C)(3)UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE$200,000
ST JOHNS HEALTH FOUNDATION
555 E BROADWAY STE 213 PO BOX 428JACKSONWY83001501(C)(3)UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE$50,000
TETON SCIENCE SCHOOLS
700 COYOTE CANYON RDJACKSONWY83001501(C)(3)UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE$50,000
TETON VALLEY FOOD PANTRY
PO BOX 518DRIGGSID83422501(C)(3)UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE$50,000
THE IN FOUNDATION
60 NORTH PARKCAMBRIDGENY12816501(C)(3)UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE$30,000
WESTERN PENNSYLVANIA DISTRICT CHURCH OF THE BRETHREN
115 SPRING ROADHOLLSOPPLEPA15935501(C)(3)UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE$45,000
CHARITY GLOBAL
40 WORTH ST STE 330NEW YORKNY10013501(C)(3)UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE$112,000
TETON YOUTH & FAMILY SERVICES
PO BOX 2631JACKSONWY83001501(C)(3)UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE$50,000
THE BAIL PROJECT INC
PO BOX 750VENICECA90294501(C)(3)UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE$50,000
JOYN LLC
PO BOX 9568FAYETTEVILLEAR72703NCTO EMPOWER WOMEN, STIMULATE ECONOMIC DEVELOPMENT AND ALLEVIATE POVERTY BY OFFERING EMPLOYMENT OPPORTUNITIES TO LOW INCOME WOMEN IN RURAL INDIA.$280,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,769,290TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$87,632ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,219ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$319,856ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$416,707ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$416,707TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BEL AIR ACCOUNTSAT COST$4,328,795$4,546,605
LEGACY VENTURES VIII PARTNERSHIPAT COST$722,893$722,893

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$3,667LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE - LIABILITY$1,988$0$0
BANK CHARGES$43$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescJOYN LLCDesc
Revenue And Expenses Per Books$9,219RevenueAndExpensesPerBooksAmt
Net Investment Income$9,219NetInvestmentIncomeAmt
Adjusted Net Income$9,219AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBOOK TO TAX DIFFERENCEDesc
Amt$186,079Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT EXPENSE$20,780$20,780$0
INVESTMENT EXPENSE FROM K-1S$33,052$33,052$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAXES - LICENSES & PERMITS$200$0$0
TAXES - FOREIGN$273$0$0
TAXES - FEDERAL PRIOR YEAR$6,000$0$0

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