START SOMETHING THAT MATTERS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- START SOMETHING THAT MATTERS FOUNDATION (EIN 46-1031067)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202533219349101823
- Schema version
- 2024v5.2
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T07:17:25-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Disaster Relief | Los Angeles County Fire | DisasterReliefTxt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 824688236 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARTERED INTERNATIONAL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9401 WILSHIRE BLVD SUITE 500 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CILLP 9401 WILSHIRE BLVD 500 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BLAKE T MYCOSKIE | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HARRY GULUMIAN CPA | PreparerPersonNm |
| PTIN | P03109256 | PTIN |
| Phone | 3108588880 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,122,798 | 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 | $1,491,592 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,237 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,237 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,237 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $18,858 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,858 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $18,858 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $722,874 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $894,766 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $722,874 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $2,857 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $56 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $2,234,617 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $742,969 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $22,952 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $20,601 | LegalFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $36,073 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,073 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,433 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $60,107 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,073 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,313,263 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,313,263 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,373,370 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,073 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,313,263 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$138,753 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $706,896 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $22,952 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $249,914 | CashBOYAmt |
| Cash EOY | $36,819 | CashEOYAmt |
| Cash EOYFMV | $36,819 | CashEOYFMVAmt |
| Other Investments BOY | $1,002,922 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,085,941 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,085,979 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,252,836 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,122,760 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,122,798 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,252,836 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,122,760 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,252,836 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,122,760 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,252,836 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,122,760 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,252,836 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$138,753 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,677 | OtherIncreasesAmt |
| Subtotal | $1,122,760 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,122,760 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Fidelity #5966 | P | 2023-01-01 | 2024-12-31 | $833,408 | $171,892 | $661,516 | $661,516 |
| LEGACY VENTURE VIII, LLC | P | 2024-01-01 | 2024-12-01 | $2,857 | $2,857 | $2,857 | |
| LEGACY VENTURE VIII, LLC | P | 2023-01-01 | 2024-12-31 | $58,501 | $58,501 | $58,501 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $722,874 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,857 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,826 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,826 | SubtotalAmt |
| Tax Based On Investment Income | $9,826 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $551 | EsPenaltyAmt |
| Tax Due | $10,377 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Chartered International LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3108588880 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9100 WILSHIRE BLVD 1000W | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BLAKE T MYCOSKIE | ||||||
| CILLP 9401 WILSHIRE BLVD 500 | BEVERLY HILLS | CA | 90212 | Director | 2.00 | $0 |
| MICHAEL LEE MYCOSKIE | ||||||
| 292 HOLDEN ROAD | BEAVER CREEK | CO | 81620 | Secretary | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $820,499 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $337,212 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,157,711 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,157,711 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,366 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,140,345 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $57,017 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $57,017 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,826 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,826 | TotalTaxAmt |
| Distributable Before Adj | $47,191 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $47,191 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $47,191 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,313,263 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,313,263 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,191 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,032,845 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,764,374 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,086,797 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,606,200 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,263,397 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,753,613 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,313,263 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $47,191 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,266,072 | RemainingDistriFromCorpusAmt |
| Total Corpus | $16,019,685 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,032,845 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,986,840 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,764,374 | ExcessFromYear4Amt |
| Excess From Year3 | $1,086,797 | ExcessFromYear3Amt |
| Excess From Year2 | $6,606,200 | ExcessFromYear2Amt |
| Excess From Year1 | $3,263,397 | ExcessFromYear1Amt |
| Excess From Current Year | $2,266,072 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CHARITY WATER - THE SPRING CAMPAIGN | ||||||
| 230 Franklin Rd Ste 11-II | Franklin | TN | 37064 | NONE | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $12,000 |
| CHARITY WATER - THE WELL CAMPAIGN | ||||||
| 230 Franklin Rd Ste 11-II | Franklin | TN | 37064 | NONE | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $100,000 |
| EVERYTOWN FOR GUN SAFETY SUPPORT FU | ||||||
| PO Box 4184 | New York | NY | 10163 | NONE | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $13,000 |
| HOGAR DE NINOS CHILDREN'S HOME IN H | ||||||
| 115 Spring Rd | Hollsopple | PA | 15935 | NONE | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $45,000 |
| UC BERKELEY - MYCOSKIE FELLOWSHIPS | ||||||
| 2220 Piedmont Ave Ste F-299 | Berkeley | CA | 94720 | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $250,000 | |
| UC BERKELEY FOUNDATION - PSYCHEDELI | ||||||
| 2220 Piedmont Ave Ste F-299 | Berkeley | CA | 94720 | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $745,263 | |
| AMIGOS OF COSTA RICA | ||||||
| PO Box 748 | West Chester | PA | 19381 | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $40,000 | |
| BUSINESS FOR SOCIAL GOOD | ||||||
| 1732 AVIATION BLVD STE 433 | REDONDO BEACH | CA | 90278 | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $20,000 | |
| INDIGENOUS MEDICINE CONSERVATIVE FU | ||||||
| 2222 Cleveland Ave 1014 | Santa Rosa | CA | 95403 | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $500,000 | |
| LEGACY OF LIGHT | ||||||
| 11495 Slab Creek Rd | Neskowin | OR | 97149 | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $50,000 | |
| PSFC | ||||||
| PO Box 170235 | San Francisco | CA | 94117 | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $500,000 | |
| PSFC FARM LEAGUE INVOICES | ||||||
| PO Box 170235 | San Francisco | CA | 94117 | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $28,000 | |
| THANK YOU LIFE | ||||||
| 7908 Finch Trl | Austin | TX | 78745 | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,313,263 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,237 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $18,858 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $56 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $722,874 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $20,151 | ExclusionAmt |
| Related Or Exempt Function Incm | $722,874 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $743,025 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LEGACY VENTURE VIII, LLC | AT COST | $799,272 | $799,272 |
| FIDELITY ACCOUNTS | AT COST | $286,669 | $286,707 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $20,601 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Bank Charges | $8 |
| Insurance | $2,375 |
| Taxes-Licenses & Permits | $1,050 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $56 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | book to tax difference | Desc |
| Amt | $8,677 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT EXPENSE | $29,192 | $29,192 | $0 | $0 |
| INVESTMENT EXPENSE | $6,881 | $6,881 | $0 | $0 |
Comments