START SOMETHING THAT MATTERS FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- START SOMETHING THAT MATTERS FOUNDATION (EIN 46-1031067)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201723199349101997
- Schema version
- 2016v3.0
- 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 | 2017-11-15T12:42:36-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-11-09 | 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 | 2017-11-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.198.41.50 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-09 | IPDt |
| IP Tm | 14:23:35 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2DEB272346FA9AB8009F85CE2F9FB772969D6EFE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2DEB272346FA9AB8009F85CE2F9FB772969D6EFE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,869,432 | 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 | $73,661 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $27 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $171,251 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $171,251 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$36,696 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,471,802 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $15,132 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $15,132 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $223,375 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $186,410 | 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 | $25,771 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $22,581 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $40,125 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $40,125 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $481 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $54,299 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $54,299 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $818 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $121,494 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,125 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $76,880 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $204,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $204,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $325,844 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,125 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $281,230 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$102,469 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $146,285 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $47,735 | CashBOYAmt |
| Cash EOY | $382,166 | CashEOYAmt |
| Cash EOYFMV | $382,166 | CashEOYFMVAmt |
| Other Investments BOY | $8,923,278 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,383,801 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,387,266 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $100,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $100,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,971,013 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,865,967 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,869,432 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $87,500 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $87,500 | 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 | $8,883,513 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,865,967 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,883,513 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,865,967 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,971,013 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,865,967 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,883,513 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$102,469 | ExcessRevenueOverExpensesAmt |
| Other Increases | $84,923 | OtherIncreasesAmt |
| Subtotal | $8,865,967 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,865,967 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| PASSTHROUGH FROM SALIENT K-1 | P | $456 | -$456 | -$456 | |||
| PASSTHROUGH FROM SALIENT K-1 | P | $5,092 | -$5,092 | -$5,092 | |||
| ISHARES TR MSCI EMER | P | $359,336 | $37,650 | $37,650 | 2016-03-10 | 2016-07-21 | $396,986 |
| MATTHEWS ASIA SMALL FUND | P | $63,653 | -$13,665 | -$13,665 | 2015-04-15 | 2016-02-04 | $49,988 |
| MATTHEWS PACIFIC TIG | P | $68,696 | -$18,708 | -$18,708 | 2015-04-15 | 2016-02-04 | $49,988 |
| TEMPLETON GLOBAL TOT FUND | P | $935 | -$107 | -$107 | 2015-02-19 | 2016-02-04 | $828 |
| TEMPLETON GLOBAL TOT FUND | P | $200,000 | -$22,697 | -$22,697 | 2015-04-15 | 2016-02-04 | $177,303 |
| TEMPLETON GLOBAL TOT FUND | P | $973 | -$111 | -$111 | 2015-04-17 | 2016-02-04 | $862 |
| TEMPLETON GLOBAL TOT FUND | P | $1,607 | -$179 | -$179 | 2015-05-19 | 2016-02-04 | $1,428 |
| TEMPLETON GLOBAL TOT FUND | P | $1,042 | -$112 | -$112 | 2015-03-18 | 2016-02-04 | $930 |
| TEMPLETON GLOBAL TOT FUND | P | $1,437 | -$146 | -$146 | 2015-07-17 | 2016-02-04 | $1,291 |
| TEMPLETON GLOBAL TOT FUND | P | $1,332 | -$129 | -$129 | 2015-06-17 | 2016-02-04 | $1,203 |
| TEMPLETON GLOBAL TOT FUND | P | $1,369 | -$80 | -$80 | 2015-08-19 | 2016-02-04 | $1,289 |
| TEMPLETON GLOBAL TOT FUND | P | $1,441 | -$79 | -$79 | 2015-11-18 | 2016-02-04 | $1,362 |
| TEMPLETON GLOBAL TOT FUND | P | $1,305 | -$60 | -$60 | 2015-10-19 | 2016-02-04 | $1,245 |
| TEMPLETON GLOBAL TOT FUND | P | $1,417 | -$51 | -$51 | 2015-09-17 | 2016-02-04 | $1,366 |
| TEMPLETON GLOBAL TOT FUND | P | $1,013 | $0 | $0 | 2015-12-16 | 2016-02-04 | $978 |
| TEMPLETON GLOBAL TOT FUND | P | $1,000 | -$22 | -$22 | 2016-01-19 | 2016-02-04 | $978 |
| TEMPLETON GLOBAL TOT FUND | P | $101 | $1 | $1 | 2016-01-19 | 2016-02-04 | $102 |
| VIRTUS EMERGING MKTS | P | $120,260 | -$20,272 | -$20,272 | 2015-04-15 | 2016-02-04 | $99,988 |
| VIRTUS EMERGING MKTS | P | $131,240 | -$20,230 | -$20,230 | 2015-04-15 | 2016-03-10 | $111,010 |
| VIRTUS EMERGING MKTS | P | $124,000 | -$2,088 | -$2,088 | 2015-09-21 | 2016-03-10 | $121,912 |
| VIRTUS EMERGING MKTS | P | $4,461 | -$45 | -$45 | 2015-12-22 | 2016-03-10 | $4,416 |
| TEMPLETON GLOBAL TOT FUND | P | $250,000 | -$41,523 | -$41,523 | 2014-12-04 | 2016-02-04 | $208,477 |
| TEMPLETON GLOBAL TOT FUND | P | $877 | -$94 | -$94 | 2015-01-16 | 2016-02-04 | $783 |
| TEMPLETON GLOBAL TOT FUND | P | $419 | -$44 | -$44 | 2014-12-16 | 2016-02-04 | $375 |
| TEMPLETON GLOBAL TOT FUND | P | $9,288 | -$981 | -$981 | 2014-12-16 | 2016-02-04 | $8,307 |
| TEMPLETON GLOBAL TOT FUND | P | $216 | -$23 | -$23 | 2014-12-16 | 2016-02-04 | $193 |
| VIRTUS EMERGING MKTS | P | $155,500 | -$21,669 | -$21,669 | 2014-12-04 | 2016-03-10 | $133,831 |
| VIRTUS EMERGING MKTS | P | $212 | -$22 | -$22 | 2014-12-23 | 2016-03-10 | $190 |
| VIRTUS EMERGING MKTS | P | $833 | -$88 | -$88 | 2014-12-23 | 2016-03-10 | $745 |
| CAPITAL GAINS DIVIDENDS | P | $94,426 | $94,426 | $94,426 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$36,696 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $886,432 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,497,808 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.093330 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,564 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $500,760 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.011111 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $183,751 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $146,966 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.250296 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $87,115 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $44,649 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.951108 | DistributionYr4Rt |
| Total Distribution | 3.305845 | TotalDistributionRt |
| Average Distribution | 0.826461 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,681,077 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,174,572 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,463 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,176,035 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $335,529 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,926 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,926 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,926 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,047 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $13,047 | TotalPaymentsAndCreditsAmt |
| Overpayment | $10,121 | OverpaymentAmt |
| Applied To ES Tax | $10,121 | 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 | 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 |
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) |
|---|---|---|
| Description1 | TRANSPORTATION AND LODGING FOR KEYNOTE SPEAKERS AT THE WASATCH II EDUCATION SYMPOSIUM | Description1Txt |
| Expenses1 | $54,299 | Expenses1Amt |
| Total | $54,299 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,172,657 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $640,619 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,813,276 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,813,276 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $132,199 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,681,077 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $434,054 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $434,054 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,926 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,926 | TotalTaxAmt |
| Distributable Before Adj | $431,128 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $431,128 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $431,128 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $281,230 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $54,299 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $335,529 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $335,529 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $431,128 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $86,298 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $176,403 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,564 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $414,409 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $682,674 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $335,529 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $335,529 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $95,599 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $95,599 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $587,075 | 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 | $587,075 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $167,102 | ExcessFromYear3Amt |
| Excess From Year2 | $5,564 | ExcessFromYear2Amt |
| Excess From Year1 | $414,409 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BLAKE MYCOSKIE | ContributingManagerNm |
| Contributing Manager | BLAKE MYCOSKIE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 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 | $5,000 |
| HOGAR DE NINOS EMANUEL | ||||||
| 115 SPRING ROAD | HOLLSOPPLE | PA | 15935 | 501(C)(3) | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $45,000 |
| THE EPISCOPAL CHURCH JACKSON HOLE | ||||||
| 145 N CACHE ST | JACKSON | WY | 83001 | 501(C)(3) | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $31,000 |
| SCATTERGOOD FRIENDS SCHOOL | ||||||
| 1951 DELTA AVENUE | WEST BRANCH | IA | 52358 | 501(C)(3) | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $35,850 |
| NEW VENTURE FUND | ||||||
| 1201 CONNECTICUT AVE NW STE 300 | WASHINGTON | DC | 20036 | 501(C)(3) | UNRESTRICTED DONATION FOR DONEE'S EXEMPT PURPOSE | $87,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $204,350 | 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 | $27 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $171,251 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,132 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$36,696 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $149,714 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $149,714 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| BLAKE AND HEATHER MYCOSKIE | ||||||
| 1 | 9100 WILSHIRE BLVD STE 1000W | BEVERLY HILLS | CA | 90212 | $19,362 | Yes (X) |
| THE GOLDHIRSH FOUNDATION | ||||||
| 2 | 6380 WILSHIRE BLVD 15TH FLOOR | LOS ANGELES | CA | 90048 | $54,299 | Yes (X) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SALIENT PARTNERSHIP INVESTMENT | AT COST | $211,588 | $207,295 |
| SEER OFFSHORE FUND - FOREIGN | AT COST | $36,128 | $11,256 |
| BHR OFFSHORE FUND - FOREIGN | AT COST | $122,537 | $50,693 |
| BEL AIR ACCOUNTS | AT COST | $7,959,528 | $8,064,002 |
| LEGACY VENTURES VIII PARTNERSHIP | AT COST | $54,020 | $54,020 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $25,771 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $22,581 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOTES RECEIVABLE - JOYN LLC | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $100,000 | EOYBookValueAmt |
| EOYFMV | $100,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE - LIABILITY | $521 | $0 | $0 |
| WEBSITE EXPENSE | $297 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASSTHROUGH FROM SALIENT K-1 | Desc |
| Revenue And Expenses Per Books | $15,132 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15,132 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15,132 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCE | Desc |
| Amt | $84,923 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSE | $32,621 | $32,621 | $0 |
| INVESTMENT EXPENSE FROM K-1S | $7,504 | $7,504 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES - LICENSES & PERMITS | CategoryTxt |
| Amt | $481 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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