START SOMETHING THAT MATTERS FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- START SOMETHING THAT MATTERS FOUNDATION (EIN 46-1031067)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-04
- IRS object ID
- 201842479349100709
- Schema version
- 2017v2.3
- 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 Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-04T14:19:10-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-08-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD MELLETT | PreparerPersonNm |
| PTIN | P00242337 | PTIN |
| Phone | 3102886200 | PhoneNum |
| Preparation | 2018-08-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $10,039,877 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,086 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,086 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $182,807 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $182,807 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,591 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,398,839 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,591 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $212,491 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $212,491 | 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 | $12,756 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,583 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $51,038 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $51,038 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,451 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $521 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $65,766 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,038 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,583 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $161,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $161,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $226,766 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,038 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $168,583 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,275 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $161,453 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $382,166 | CashBOYAmt |
| Cash EOY | $133,909 | CashEOYAmt |
| Cash EOYFMV | $133,909 | CashEOYFMVAmt |
| Other Investments BOY | $8,383,801 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,630,262 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,815,968 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $100,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $90,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $90,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,865,967 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,854,171 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,039,877 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $8,865,967 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,854,171 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,865,967 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,854,171 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,865,967 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,854,171 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,865,967 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,275 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,479 | OtherIncreasesAmt |
| Subtotal | $8,854,171 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,854,171 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (44 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PASSTHROUGH FROM SALIENT K-1 | P | $312 | -$312 | -$312 | |||
| PASSTHROUGH FROM SALIENT K-1 | P | $1 | $1 | $1 | |||
| LIQUIDATION OF BHR OFFSHORE FUND | P | $72,892 | -$72,892 | -$72,892 | |||
| LIQUIDATION OF SEER OFFSHORE FUND | P | $24,856 | -$24,856 | -$24,856 | |||
| SALIENT K-1 SWAP LOSS | P | $23,862 | -$23,862 | -$23,862 | |||
| HOTCHKIS & WILEY HIG ND CLASS 1 | P | $2,035 | $21 | $21 | $2,056 | 2016-12-30 | 2017-01-13 |
| HOTCHKIS & WILEY HIG ND CLASS 1 | P | $1,762 | $28 | $28 | $1,790 | 2016-09-30 | 2017-01-13 |
| HOTCHKIS & WILEY HIG ND CLASS 1 | P | $1,760 | $30 | $30 | $1,790 | 2016-08-31 | 2017-01-13 |
| HOTCHKIS & WILEY HIG ND CLASS 1 | P | $1,730 | $30 | $30 | $1,760 | 2016-10-31 | 2017-01-13 |
| HOTCHKIS & WILEY HIG ND CLASS 1 | P | $1,639 | $39 | $39 | $1,678 | 2016-11-30 | 2017-01-13 |
| HOTCHKIS & WILEY HIG ND CLASS 1 | P | $1,766 | $66 | $66 | $1,832 | 2016-07-29 | 2017-01-13 |
| HOTCHKIS & WILEY HIG ND CLASS 1 | P | $792 | $0 | $0 | $785 | 2017-02-28 | 2017-04-07 |
| HOTCHKIS & WILEY HIG ND CLASS 1 | P | $792 | $0 | $0 | $785 | 2017-03-31 | 2017-04-07 |
| HOTCHKIS & WILEY HIG ND CLASS 1 | P | $131 | $0 | $0 | $130 | 2017-03-31 | 2017-04-07 |
| HOTCHKIS & WILEY HIG ND CLASS 1 | P | $1,442 | $5 | $5 | $1,447 | 2017-01-31 | 2017-04-07 |
| HOTCHKIS & WILEY HIG ND CLASS 1 | P | $664 | $0 | $0 | $662 | 2017-04-28 | 2017-06-05 |
| HOTCHKIS & WILEY HIG ND CLASS 1 | P | $119 | $0 | $0 | $119 | 2017-04-28 | 2017-06-05 |
| HOTCHKIS & WILEY HIG ND CLASS 1 | P | $664 | -$2 | -$2 | $662 | 2017-05-31 | 2017-06-05 |
| HOTCHKIS & WILEY HIG ND CLASS 1 | P | $76 | $0 | $0 | $76 | 2017-05-31 | 2017-06-05 |
| HOTCHKIS & WILEY HIG ND CLASS 1 | P | $1,758 | $135 | $135 | $1,893 | 2017-06-30 | 2017-06-05 |
| LAZARD US EQUITY CD PORTF | P | $6,867 | $0 | $0 | $6,522 | 2016-08-23 | 2017-01-13 |
| LAZARD US EQUITY CD PORTF | P | $36,196 | $305 | $305 | $36,501 | 2016-12-23 | 2017-01-13 |
| LAZARD US EQUITY CD PORTF | P | $761 | -$32 | -$32 | $729 | 2016-12-23 | 2017-01-13 |
| LAZARD US EQUITY CD PORTF | P | $34,644 | $291 | $291 | $34,935 | 2016-12-23 | 2017-01-13 |
| LAZARD US EQUITY CD PORTF | P | $6,051 | -$258 | -$258 | $5,793 | 2016-12-23 | 2017-01-13 |
| DOUBLELINE TOTAL RETURN | P | $1,654 | -$51 | -$51 | $1,603 | 2015-02-02 | 2017-06-05 |
| DOUBLELINE TOTAL RETURN | P | $101,421 | -$3,024 | -$3,024 | $98,397 | 2015-04-15 | 2017-06-05 |
| DOUBLELINE TOTAL RETURN | P | $25,937 | -$937 | -$937 | $25,000 | 2015-04-15 | 2017-11-02 |
| HOTCHKIS & WILEY HIG ND CLASS 1 | P | $151,699 | $8,581 | $8,581 | $160,280 | 2015-12-04 | 2017-01-13 |
| HOTCHKIS & WILEY HIG ND CLASS 1 | P | $20,531 | $1,322 | $1,322 | $21,853 | 2015-12-04 | 2017-04-07 |
| HOTCHKIS & WILEY HIG ND CLASS 1 | P | $127,770 | $9,676 | $9,676 | $137,446 | 2015-12-04 | 2017-06-05 |
| HOTCHKIS & WILEY HIG ND CLASS 1 | P | $1,749 | $145 | $145 | $1,894 | 2016-05-31 | 2017-06-05 |
| HOTCHKIS & WILEY HIG ND CLASS 1 | P | $1,494 | $124 | $124 | $1,618 | 2016-04-29 | 2017-06-05 |
| HOTCHKIS & WILEY HIG ND CLASS 1 | P | $712 | $80 | $80 | $792 | 2015-12-14 | 2017-06-05 |
| HOTCHKIS & WILEY HIG ND CLASS 1 | P | $1,768 | $199 | $199 | $1,967 | 2015-12-14 | 2017-06-05 |
| HOTCHKIS & WILEY HIG ND CLASS 1 | P | $1,683 | $196 | $196 | $1,879 | 2016-03-31 | 2017-06-05 |
| HOTCHKIS & WILEY HIG ND CLASS 1 | P | $965 | $114 | $114 | $1,079 | 2015-12-31 | 2017-06-05 |
| HOTCHKIS & WILEY HIG ND CLASS 1 | P | $1,718 | $259 | $259 | $1,977 | 2016-01-29 | 2017-06-05 |
| HOTCHKIS & WILEY HIG ND CLASS 1 | P | $1,432 | $229 | $229 | $1,661 | 2016-02-29 | 2017-06-05 |
| LAZARD US EQUITY CD PORTF | P | $375,000 | -$15 | -$15 | $374,985 | 2014-12-04 | 2017-01-13 |
| LAZARD US EQUITY CD PORTF | P | $332,250 | $8,284 | $8,284 | $340,534 | 2015-04-15 | 2017-01-13 |
| PASSTHROUGH FROM LEGACY K-1 | P | $239 | -$239 | -$239 | |||
| PASSTHROUGH FROM LEGACY K-1 | P | $17 | -$17 | -$17 | |||
| CAPITAL GAINS DIVIDENDS | P | $123,928 | $123,928 | $123,928 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,591 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $335,529 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,681,077 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038651 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $886,432 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,497,808 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.093330 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,564 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $500,760 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.011111 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $183,751 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $146,966 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.250296 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $87,115 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $44,649 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.951108 | DistributionYr5Rt |
| Total Distribution | 3.344496 | TotalDistributionRt |
| Average Distribution | 0.668899 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,245,922 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,184,588 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,615 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,186,203 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $168,583 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,229 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,229 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,229 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,121 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,121 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,892 | OverpaymentAmt |
| Applied To ES Tax | $6,892 | 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 | CA | OrgReportOrRegisterStateCd |
| 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 |
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 BL STE 1000W | BEVERLY HILLS | CA | 90212 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| MICHAEL LEE MYCOSKIE | ||||||||
| 9100 WILSHIRE BL STE 1000W | BEVERLY HILLS | CA | 90212 | SECRETARY & TREASURER | 2.00 | $0 | $0 | $0 |
| BLAKE MYCOSKIE | ||||||||
| 9100 WILSHIRE BL 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 | $9,162,077 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $224,646 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,386,723 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,386,723 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $140,801 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,245,922 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $462,296 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $462,296 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,229 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,229 | TotalTaxAmt |
| Distributable Before Adj | $459,067 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $459,067 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $459,067 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $168,583 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $168,583 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $168,583 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $459,067 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $167,102 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,564 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $414,409 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $587,075 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $168,583 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $168,583 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $290,484 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $290,484 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $296,591 | 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 | $296,591 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $296,591 | ExcessFromYear2Amt |
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 (6 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 | $11,000 |
| 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 |
| HANDS OFFERING HOPE FOUNDATION | ||||||
| 71 TWITCHGRASS ROAD | TRUMBULL | CT | 06611 | 501(C)(3) | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $10,000 |
| SPECIAL OPERATIONS WARRIOR FOUNDATION | ||||||
| 420 FOXCHASE LANE | MEDIA | PA | 19063 | 501(C)(3) | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $25,000 |
| THE EPISCOPAL CHURCH JACKSON HOLE | ||||||
| 145 N CACHE ST | JACKSON | WY | 83001 | 501(C)(3) | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $50,000 |
| THE NATURE CONSERVANCY | ||||||
| 201 MISSION ST 4TH FLOOR | SAN FRANCISCO | CA | 94105 | 501(C)(3) | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $161,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,086 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $182,807 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $27,591 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $212,491 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $212,491 | 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 |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BLAKE AND HEATHER MYCOSKIE | ContributorPersonNm |
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 | $1 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SALIENT PARTNERSHIP INVESTMENT | AT COST | $289,663 | $280,778 |
| BEL AIR ACCOUNTS | AT COST | $8,180,101 | $9,374,692 |
| LEGACY VENTURES VIII PARTNERSHIP | AT COST | $160,498 | $160,498 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,756 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,583 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOTES RECEIVABLE - JOYN LLC | Desc |
| BOY Book Value | $100,000 | BOYBookValueAmt |
| EOY Book Value | $90,000 | EOYBookValueAmt |
| EOYFMV | $90,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE - LIABILITY | Desc |
| Revenue And Expenses Per Books | $521 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASSTHROUGH FROM LEGACY K-1 | Desc |
| Revenue And Expenses Per Books | $7 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCE | Desc |
| Amt | $2,479 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSE | $35,394 | $35,394 | $0 |
| INVESTMENT EXPENSE FROM K-1S | $15,644 | $15,644 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES - LICENSES & PERMITS | CategoryTxt |
| Amt | $1,451 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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