2026-07-26T14:14:23-07:00 2024-12-31 990 2024-04-01 992418877 GIVMO CHARITABLE FUND GIVM 2152927477 322 CULVER BLVD UNIT V415 PLAYA DEL REY CA 902937704 Jonathan Lesh President 2152927477 2026-07-26 1 2024 2025-03-06 01:10:19Z X JONATHAN LESH 322 CULVER BLVD UNIT V415 PLAYA DEL REY CA 902937704 5511 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 0 9 0 0 5511 0 0 0 0 0 1 0 1 0 5510 0 5510 0 0 0 5510 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 1 0 0 GIVMO CHARITABLE FUND WAS INCORPORATED IN THE STATE OF DELAWARE ON APRIL 1, 2024 AND RECEIVED TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FUND OPERATES AS A DONOR-ADVISED FUND (DAF) SPONSOR AS DEFINED IN IRC SECTION 4966(D)(1), ENABLING DONORS TO MAKE CHARITABLE CONTRIBUTIONS THROUGH THE GIVMO MOBILE APPLICATION AND RECOMMEND GRANTS TO QUALIFIED 501(C)(3) ORGANIZATIONS. DURING THE INITIAL PERIOD FROM APRIL 1, 2024 (INCEPTION) THROUGH DECEMBER 31, 2024, THE FUND RECEIVED INITIAL CAPITAL CONTRIBUTIONS TOTALING $5,502 AND BEGAN DEVELOPMENT OF ITS DONOR-ADVISED FUND PLATFORM. THE FUND ESTABLISHED BANKING RELATIONSHIPS, PAYMENT PROCESSING INFRASTRUCTURE, AND GOVERNANCE POLICIES. THE FUND PROCESSED TEST TRANSACTIONS THROUGH ITS PAYMENT PROCESSOR TO VALIDATE SYSTEMS PRIOR TO PUBLIC LAUNCH. NO GRANTS WERE DISBURSED DURING THIS INITIAL STARTUP PERIOD. 0 0 0 1 1 1 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 0 0 X 5 4 1 0 0 0 0 0 0 1 0 0 0 0 1 1 1 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 X X 0 0 0 COLIN CAMPBELL DIRECTOR 1.00 0 X 0 0 0 STEPHEN CARLSON DIRECTOR 1.00 0 X 0 0 0 MARCELO VEDOVATTO DIRECTOR 1.00 0 X 0 0 0 ASHTON ROSIN DIRECTOR 1.00 0 X 0 0 0 ALLISON FINNEY SECRETARY, TREASURER 1.00 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5502 0 5502 0 9 0 0 9 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5511 0 0 9 PAYMENT PROCESSING FEES 1 1 0 0 BANK SERVICE CHARGES 0 0 0 0 LEGAL AND STATE FILING FEES 0 0 0 0 PLATFORM FEE (RELATED PARTY) 0 0 0 0 1 1 0 0 5510 0 5510 0 0 X 0 5510 0 0 0 5510 0 5510 5510 0 0 0 0 0 X 0 0 0 X 0 0 0 0 5502 5502 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5502 5502 5390 112 0 0 0 0 9 9 5511 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 2 0 0 0 2 0 1 1 Schedule D, Part I, Line 2 THE ORGANIZATION'S FOUNDING CONTRIBUTION WAS RECEIVED INTO ITS GENERAL OPERATING ASSETS AND WAS NOT CREDITED TO ANY DONOR ADVISED FUND. OF TOTAL CONTRIBUTIONS OF $5,502 REPORTED IN PART VIII, $2 WAS CONTRIBUTED TO DONOR ADVISED FUNDS, AS REPORTED ON SCHEDULE D, PART I, LINE 2. 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, 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 FUND HAS ADOPTED A WRITTEN CONFLICT OF INTEREST POLICY THAT REQUIRES ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES TO ANNUALLY DISCLOSE ANY FINANCIAL INTERESTS THAT COULD GIVE RISE TO A CONFLICT. WHEN A POTENTIAL CONFLICT IS IDENTIFIED, THE INTERESTED PERSON MUST DISCLOSE ALL MATERIAL FACTS AND RECUSE THEMSELVES FROM DISCUSSION AND VOTE ON THE MATTER. THE REMAINING DISINTERESTED BOARD MEMBERS DETERMINE WHETHER A CONFLICT EXISTS AND, IF SO, WHETHER THE PROPOSED TRANSACTION IS IN THE FUND'S BEST INTEREST, IS FAIR AND REASONABLE, AND REPRESENTS THE MOST ADVANTAGEOUS ARRANGEMENT REASONABLY ATTAINABLE. THE BOARD DOCUMENTS ITS DELIBERATIONS, INCLUDING THE BASIS FOR ITS DECISION, IN THE MINUTES OF THE MEETING. THE POLICY'S DISCLOSURE-AND-RECUSAL PROCEDURE WAS APPLIED TO THE ORGANIZATION'S RELATED-PARTY SERVICES AGREEMENT IN OCTOBER 2024, WITH THE INTERESTED DIRECTOR'S DISCLOSURE AND RECUSAL DOCUMENTED IN THE MINUTES. 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 PERIOD FROM APRIL 1, 2024 (INCEPTION) THROUGH DECEMBER 31, 2024, 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. 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.