2026-07-27T10:32:19-07:00 2025-12-31 990 2025-01-01 992418877 GIVMO CHARITABLE FUND GIVM 2152927477 322 CULVER BLVD UNIT V415 PLAYA DEL REY CA 902937704 Jonathan Lesh President 2152927477 2026-07-27 2025 2025-03-06 01:10:19Z JONATHAN LESH 322 CULVER BLVD UNIT V415 PLAYA DEL REY CA 902937704 5523 0 X www.givmocharitable.org X 2024 DE GIVMO CHARITABLE FUND OPERATES AS A DONOR-ADVISED FUND SPONSOR, ENABLING DONORS TO MAKE CHARITABLE CONTRIBUTIONS THROUGH A MOBILE APPLICATION AND RECOMMEND GRANTS TO QUALIFIED 501(C)(3) ORGANIZATIONS. THE FUND MAINTAINS VARIANCE POWER OVER ALL CONTRIBUTED ASSETS AND FACILITATES GRANT DISBURSEMENTS TO CHARITABLE ORGANIZATIONS NATIONWIDE. 5 4 0 6 0 0 5502 5491 0 0 9 32 0 0 5511 5523 0 2656 0 0 0 0 0 0 0 1 192 1 2848 5510 2675 5510 8185 0 0 5510 8185 GIVMO CHARITABLE FUND OPERATES AS A DONOR-ADVISED FUND SPONSOR, ENABLING DONORS TO MAKE CHARITABLE CONTRIBUTIONS THROUGH A MOBILE APPLICATION AND RECOMMEND GRANTS TO QUALIFIED 501(C)(3) ORGANIZATIONS. THE FUND MAINTAINS VARIANCE POWER OVER ALL CONTRIBUTED ASSETS AND FACILITATES GRANT DISBURSEMENTS TO CHARITABLE ORGANIZATIONS NATIONWIDE. 0 0 2791 2656 0 GIVMO CHARITABLE FUND OPERATES EXCLUSIVELY AS A DONOR-ADVISED FUND (DAF) SPONSOR AS DEFINED IN IRC SECTION 4966(D)(1). THE FUND ENABLES INDIVIDUAL AND CORPORATE DONORS TO ESTABLISH DAF ACCOUNTS THROUGH THE GIVMO MOBILE APPLICATION, MAKE TAX-DEDUCTIBLE CHARITABLE CONTRIBUTIONS, AND RECOMMEND GRANTS TO QUALIFIED 501(C)(3) ORGANIZATIONS. THE FUND MAINTAINS EXCLUSIVE LEGAL CONTROL AND VARIANCE POWER OVER ALL CONTRIBUTED ASSETS IN ACCORDANCE WITH ITS GOVERNING DOCUMENTS. DURING THE YEAR ENDED DECEMBER 31, 2025, THE FUND MAINTAINED 31 DONOR-ADVISED FUND ACCOUNTS AND PROCESSED CONTRIBUTIONS TOTALING $5,491. THE FUND APPROVED AND DISBURSED 17 GRANTS TOTALING $2,656 TO 16 QUALIFIED CHARITABLE ORGANIZATIONS ACROSS THE UNITED STATES, SUPPORTING CAUSES INCLUDING HEALTHCARE RESEARCH, EDUCATION, ANIMAL WELFARE, IMMIGRANT SERVICES, FOOD SECURITY, AND COMMUNITY DEVELOPMENT. ALL GRANTS WERE MADE PURSUANT TO DONOR RECOMMENDATIONS THAT WERE REVIEWED AND APPROVED BY THE FUND'S BOARD OF DIRECTORS. 0 0 0 2791 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 0 0 CA X JONATHAN LESH 2152927477 322 CULVER BLVD UNIT V415 PLAYA DEL REY CA 902937704 X JONATHAN LESH PRESIDENT, DIRECTOR 40.00 0.00 X X 0 0 0 COLIN CAMPBELL DIRECTOR 1.00 0.00 X 0 0 0 STEPHEN CARLSON DIRECTOR 1.00 0.00 X 0 0 0 MARCELO VEDOVATTO DIRECTOR 1.00 0.00 X 0 0 0 ASHTON ROSIN DIRECTOR 1.00 0.00 X 0 0 0 ALLISON FINNEY SECRETARY, TREASURER 1.00 0.00 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5491 0 5491 0 32 0 0 32 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5523 0 0 32 2656 2656 PAYMENT PROCESSING FEES 135 135 0 0 BANK SERVICE CHARGES 32 0 32 0 LEGAL AND STATE FILING FEES 25 0 25 0 PLATFORM FEE (RELATED PARTY) 0 0 0 0 2848 2791 57 0 5510 8185 5510 8185 0 0 X 5510 8185 0 0 5510 8185 5510 8185 2675 0 0 0 0 0 X 0 0 0 X 0 0 0 5502 5491 10993 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5502 5491 10993 7797 3196 0 0 0 9 32 41 11034 0 X 31 0 5491 0 2656 0 865 0 1 1 Schedule D, Part I, Line 1 SCHEDULE D, PART I, LINE 1 COUNTS EACH DONOR-ADVISED FUND THAT MADE A DONATION DURING THE YEAR, WITHOUT REGARD TO YEAR-END BALANCE, AND INCLUDES 2 EMPLOYER-MATCH (COMPANY-ADVISED) ACCOUNTS. THE LINE 4 YEAR-END VALUE OF $865 COMPRISES DONOR WALLET BALANCES PLUS GRANTS REQUESTED BUT NOT YET DISBURSED AT DECEMBER 31, 2025. Form 990, Part VI, Section A, Line 2 DIRECTORS COLIN CAMPBELL, MARCELO VEDOVATTO, AND STEPHEN CARLSON HAVE A BUSINESS RELATIONSHIP WITH ONE ANOTHER AS EXECUTIVES OF THE SAME FIRM, SCS FINANCIAL (CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, AND MANAGING DIRECTOR, RESPECTIVELY). SCS FINANCIAL IS NOT A RELATED ORGANIZATION OF THE FUND. NO FAMILY RELATIONSHIPS EXIST AMONG THE ORGANIZATION'S OFFICERS, DIRECTORS, TRUSTEES, OR KEY EMPLOYEES. Form 990, Part VI, Section A, Line 8b THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY; ALL ACTIONS ARE TAKEN BY THE FULL BOARD, WHOSE MEETINGS AND WRITTEN ACTIONS ARE CONTEMPORANEOUSLY DOCUMENTED. Form 990, Part VI, Section B THE FUND UTILIZES THE GIVMO MOBILE APPLICATION AS ITS PRIMARY DONATION PLATFORM. THE APPLICATION IS DEVELOPED AND OPERATED BY GIVFI INC., A FOR-PROFIT CORPORATION WHOSE FOUNDER ALSO SERVES ON THE FUND'S BOARD OF DIRECTORS. UNDER A SERVICES AGREEMENT REVIEWED AND APPROVED BY THE FUND'S INDEPENDENT BOARD MEMBERS (WITH INTERESTED PARTIES RECUSED IN ACCORDANCE WITH THE FUND'S CONFLICT OF INTEREST POLICY), GIVFI INC. IS ENTITLED TO FEES EQUAL TO 1% OF DISTRIBUTIONS FROM INDIVIDUAL DONOR-ADVISED FUNDS AND 3% OF DISTRIBUTIONS FROM EMPLOYER DONOR-ADVISED FUNDS. FOR THE YEAR ENDED DECEMBER 31, 2025, GIVFI INC. WAIVED ALL FEES UNDER THE AGREEMENT. DONATION TRANSACTIONS ARE PROCESSED BY SHIFT4, A THIRD-PARTY PAYMENT PROCESSOR, UNDER A CONTRACT DIRECTLY WITH THE FUND. Form 990, Part VI, Section B, Line 11b NO COPY OF THE FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY BEFORE FILING. THE RETURN WAS PREPARED FROM THE ORGANIZATION'S RECONCILED ACCOUNTING RECORDS, VALIDATED FOR INTERNAL CONSISTENCY AGAINST THOSE RECORDS, AND REVIEWED AND APPROVED FOR FILING BY THE PRESIDENT. A COMPLETE COPY OF THE RETURN AS FILED IS PROVIDED TO EACH MEMBER OF THE GOVERNING BODY PROMPTLY AFTER FILING. Form 990, Part VI, Section B, Line 12c THE ORGANIZATION WAS FORMED IN APRIL 2024 AND COMMENCED DONOR-ADVISED-FUND OPERATIONS IN 2025. THE GOVERNANCE CYCLE THAT ESTABLISHED ITS FIRST OPERATING YEAR RAN IN LATE 2024, INCLUDING DISINTERESTED-DIRECTOR REVIEW AND APPROVAL OF THE RELATED-PARTY SERVICES AGREEMENT WITH THE PRESIDENT RECUSED. NO SEPARATE MONITORING CYCLE RAN DURING CALENDAR 2025 WHILE OPERATIONS WERE NASCENT; THE ANNUAL DISCLOSURE AND REVIEW CYCLE WAS RE-ESTABLISHED IN 2026. Form 990, Part VI, Section B, Line 13 SUBSEQUENT TO THE CLOSE OF THE TAX YEAR, IN 2026, THE ORGANIZATION DRAFTED A WRITTEN WHISTLEBLOWER POLICY AND A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY; BOARD ADOPTION OF BOTH POLICIES IS IN PROCESS AS OF THE DATE OF FILING. Form 990, Part VI, Section B, Line 15 THE BOARD OF DIRECTORS HAS DETERMINED THAT ALL OFFICERS AND DIRECTORS SHALL SERVE WITHOUT COMPENSATION. THIS DETERMINATION WAS MADE BY THE FULL BOARD AND IS DOCUMENTED IN THE ORGANIZATION'S MEETING MINUTES. THE BOARD REVIEWS THIS DETERMINATION ANNUALLY. Form 990, Part VI, Section C, Line 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.