CHEERYBLE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CHEERYBLE FOUNDATION INC (EIN 95-4121906)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202433199349102703
- Schema version
- 2023v5.1
- 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 Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T11:05:08-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954537885 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SINGER BURKE ZIMMER & KOGAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6345 BALBOA BLVD STE 375 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91316 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954121906 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHEERYBLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHEE | BusinessNameControlTxt |
| Phone | 8187741000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO SINGER 6345 BALBOA BLVD 375 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91316 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ZORA CHARLES | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8187741000 | PhoneNum |
| Signature | 2024-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW A BURKE | PreparerPersonNm |
| PTIN | P00061657 | PTIN |
| Phone | 8187741000 | PhoneNum |
| Preparation | 2024-11-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,184,903 | 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 | $206,417 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $82,510 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $82,510 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $123,648 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,485,665 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $224,403 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $412,575 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $306,913 | 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 | $800 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,356 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,995 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,151 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $458,459 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $458,459 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $464,610 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $458,459 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$52,035 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $306,913 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $69,548 | CashBOYAmt |
| Cash EOY | $7,135 | CashEOYAmt |
| Cash EOYFMV | $7,135 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $108,497 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $219,376 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $219,376 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $820,546 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,037,214 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,051,375 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,841,019 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,523,850 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,907,017 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,839,610 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,787,575 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,184,903 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $2,839,610 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,787,575 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,839,610 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,787,575 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,839,610 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,787,575 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,839,610 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$52,035 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,787,575 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,787,575 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (35 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1,975 DIMENSIONAL US EQUITY ETF | D | 2020-03-18 | 2023-12-14 | $101,554 | $49,978 | $51,576 | $51,576 |
| 2,923 DIMENSIONAL US MKTWID | D | 2020-03-18 | 2023-12-14 | $107,945 | $55,684 | $52,261 | $52,261 |
| 385 MICROSOFT CORP | D | 1998-09-01 | 2023-03-02 | $96,604 | $9,914 | $86,690 | $86,690 |
| 95 MICROSOFT CORP | D | 1998-09-01 | 2023-05-15 | $29,373 | $2,446 | $26,927 | $26,927 |
| 25 MICROSOFT CORP | D | 1998-09-01 | 2023-06-30 | $8,527 | $644 | $7,883 | $7,883 |
| 20 MICROSOFT CORP | D | 1998-09-01 | 2023-09-15 | $6,613 | $515 | $6,098 | $6,098 |
| 30 MICROSOFT CORP | D | 1998-09-01 | 2023-11-15 | $11,093 | $773 | $10,320 | $10,320 |
| 650 ALIBABA GROUP HLDG LTD FSPONSO | P | 2023-03-02 | $58,376 | $110,546 | -$52,170 | -$52,170 | |
| 1,331 DFA US SUSTAINABILITY CORE | P | 2020-11-06 | 2023-02-03 | $43,990 | $36,385 | $7,605 | $7,605 |
| 1,230 DFA US SUSTAINABILITY CORE | P | 2023-06-16 | $41,990 | $35,135 | $6,855 | $6,855 | |
| 929 DFA US SUSTAINABILITY CORE | P | 2023-06-30 | $31,990 | $25,557 | $6,433 | $6,433 | |
| 165 DIMENSNL EMG MRKT SUS CORE | P | 2022-11-10 | 2023-11-21 | $5,038 | $4,453 | $585 | $585 |
| 5,314 DFA FIVE -YR GLOBAL FIXED | P | 2023-09-06 | 2023-09-15 | $53,990 | $53,895 | $95 | $95 |
| 6,385 DFA FIVE -YR GLOBAL FIXED | P | 2023-09-06 | 2023-12-05 | $64,990 | $64,747 | $243 | $243 |
| 957 DFA INTERMEDIATE-TERM EXTND | P | 2023-05-15 | $8,990 | $9,063 | -$73 | -$73 | |
| 1,182 DFA INTERMEDIATE-TERM EXTND | P | 2023-06-30 | $10,990 | $11,007 | -$17 | -$17 | |
| 1,637 DFA INTERMEDIATE-TERM EXTND | P | 2023-09-15 | $14,990 | $15,103 | -$113 | -$113 | |
| 34,142 DFA TWO-YEAR FIXED INCOME INS | P | 2022-12-29 | 2023-01-30 | $324,346 | $323,000 | $1,346 | $1,346 |
| 2,892 DFA TWO-YEAR GLOBAL FIXED INCOME | P | 2023-05-15 | $27,990 | $27,672 | $318 | $318 | |
| 2,986 DFA TWO-YEAR GLOBAL FIXED INCOME | P | 2023-06-30 | $28,990 | $28,851 | $139 | $139 | |
| 33,595 DFA TWO-YEAR GLOBAL FIXED INCOME | P | 2023-01-30 | 2023-09-06 | $329,557 | $321,178 | $8,379 | $8,379 |
| 2,365 DIMENSIONAL US SUS CORE 1 ETF | P | 2023-09-15 | $67,924 | $62,639 | $5,285 | $5,285 | |
| 415 DIMENSIONAL US SUS CORE 1 ETF | P | 2023-11-21 | $12,064 | $11,003 | $1,061 | $1,061 | |
| 260 DIMENSNL EMG MKT SUS CORE I | P | 2022-12-21 | 2023-01-30 | $7,935 | $7,356 | $579 | $579 |
| 375 DIMENSNL EMG MKT SUS CORE I | P | 2023-09-15 | $11,452 | $11,101 | $351 | $351 | |
| 100 DIMENSNL INTERNTL SUS CORE 1 | P | 2022-12-21 | 2023-01-17 | $2,982 | $2,785 | $197 | $197 |
| 100 DIMENSNL INTERNTL SUS CORE 1 | P | 2022-12-21 | 2023-01-17 | $2,982 | $2,784 | $198 | $198 |
| 370 DIMENSNL INTERNTL SUS CORE 1 | P | 2022-12-21 | 2023-01-17 | $11,035 | $10,303 | $732 | $732 |
| 195 DIMENSNL INTERNTL SUS CORE 1 | P | 2023-06-30 | $5,942 | $5,796 | $146 | $146 | |
| 765 DIMENSNL INTERNTL SUS CORE 1 | P | 2023-03-02 | 2023-09-15 | $22,893 | $22,552 | $341 | $341 |
| 275 ISHARES 0-5YEAR TIPS BOND ETF | P | 2023-03-06 | 2023-05-15 | $27,116 | $26,862 | $254 | $254 |
| 2,990 ISHARES 0-5YEAR TIPS BOND ETF | P | 2023-06-20 | $292,091 | $292,061 | $30 | $30 | |
| 105 ISHARES 0-5YEAR TIPS BOND ETF | P | 2023-03-06 | 2023-06-30 | $10,242 | $10,256 | -$14 | -$14 |
| 155 ISHARES 0-5YEAR TIPS BOND ETF | P | 2023-03-06 | 2023-09-15 | $15,073 | $15,140 | -$67 | -$67 |
| 12,500 VANGUARD SHRT INF PROT IN | P | 2023-03-06 | $588,008 | $594,078 | -$6,070 | -$6,070 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $224,403 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,266 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,266 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,266 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,866 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,866 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $600 | OverpaymentAmt |
| Applied To ES Tax | $600 | 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 |
| 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 | SINGER BURKE ZIMMER KOGAN LLP | IndividualWithBooksNm |
| Phone | 8187741000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6345 BALBOA BLVD STE 375 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91316 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ZORA CHARLES | ||||||||
| 6345 BALBOA BLVD 375 | ENCINO | CA | 91316 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| LES CHARLES | ||||||||
| 6345 BALBOA BLVD 375 | ENCINO | CA | 91316 | CFO/SECRETARY | 5.00 | $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 | $2,892,799 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $170,457 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,063,256 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,063,256 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,949 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,017,307 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $150,865 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $150,865 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,266 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,266 | TotalTaxAmt |
| Distributable Before Adj | $146,599 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $146,599 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $146,599 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $458,459 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $458,459 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $146,599 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $236,786 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $210,327 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $310,974 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $197,104 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $213,938 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,169,129 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $458,459 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $146,599 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $311,860 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,480,989 | 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 | $236,786 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,244,203 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $210,327 | ExcessFromYear4Amt |
| Excess From Year3 | $310,974 | ExcessFromYear3Amt |
| Excess From Year2 | $197,104 | ExcessFromYear2Amt |
| Excess From Year1 | $213,938 | ExcessFromYear1Amt |
| Excess From Current Year | $311,860 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ZORA CHARLES | ContributingManagerNm |
| Contributing Manager | LES CHARLES | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ZORA CHARLES CO SINGER BURKE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6345 BALBOA BLVD 375 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91316 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8187741000 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CANCER FOUNDATION OF SANTA BARBARA | |||||||
| 601 WEST JUNIPERO STREET | SANTA BARBARA | CA | 93105 | NONE | PUBLIC CHARITY | UNRESTRICTED | $66,185 |
| DIRECT RELIEF | |||||||
| 27 S LA PATERA LANE | SANTA BARBARA | CA | 93117 | NONE | PUBLIC CHARITY | UNRESTRICTED | $7,048 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| DOMESTIC VIOLENCE SOLUTIONS | |||||||
| PO BOX 1536 | SANTA BARBARA | CA | 93102 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| ENSEMBLE THEATER COMPANY | |||||||
| 33 W VICTORIA ST | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| ERIC CARLE MUSEUM OF PICTURE BOOK ART | |||||||
| 125 WEST BAY ROAD | AMHERST | MA | 01002 | NONE | PUBLIC CHARITY | UNRESTRICTED | $9,200 |
| FAMILY SERVICE AGENCY OF SANTA BARBARA | |||||||
| 123 WEST GUTIERREZ STREET | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | UNRESTRICTED | $55,190 |
| FIRST TEE | |||||||
| PO BOX 6261 | SANTA BARBARA | CA | 93160 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| FOOD FROM THE HEART | |||||||
| PO BOX 33908 | SANTA BARBARA | CA | 93130 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| FOODBANK OF SANTA BARBARA COUNTY | |||||||
| 4554 HOLLISTER AVE | SANTA BARBARA | CA | 93110 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| FRIENDS OF THE SANTA BARBARA LIBRARY | |||||||
| PO BOX 1019 | SANTA BARBARA | CA | 93102 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| GIRLS INC OF CARPINTERIA | |||||||
| 5315 FOOTHILL ROAD | CARPINTERIA | CA | 93013 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| HAWAII PUBLIC RADIO | |||||||
| 738 KAHEKA ST | HONOLULU | HI | 96814 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,600 |
| HEAL THE OCEAN | |||||||
| PO BOX 90106 | SANTA BARBARA | CA | 93190 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| JIM SAUNDERS NANEA FUND | |||||||
| PO BOX 1089 | KAILUA KONA | HI | 96745 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| KCLU RADIO | |||||||
| 60 WEST OLSEN ROAD 4400 | THOUSAND OAKS | CA | 91360 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| LOS ANGELES MISSION | |||||||
| 303 EAST 5TH ST | LOS ANGELES | CA | 90013 | NONE | PUBLIC CHARITY | UNRESTRICTED | $600 |
| MONTEREY BAY AQUARIUM | |||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| PBS HAWAII | |||||||
| 2350 DOLE ST | HONOLULU | HI | 96822 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,500 |
| PLANNED PARENTHOOD | |||||||
| 518 GARDEN ST | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| SAN MARCOS HIGH SCHOOL ALUMNI FOUNDATION | |||||||
| 4957 YAPLE AVE | SANTA BARBARA | CA | 93108 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| SANTA BARBARA BUCKET BRIGADE | |||||||
| PO BOX 50640 | SANTA BARBARA | CA | 93150 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 |
| SANTA BARBARA MUSEUM OF ART | |||||||
| 1130 STATE STREET | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | UNRESTRICTED | $15,000 |
| SANTA BARBARA PUBLIC LIBRARY | |||||||
| PO BOX 1019 | SANTA BARBARA | CA | 93102 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,500 |
| SANTA BARBARA ZOO | |||||||
| 500 NINOS DRIVE | SANTA BARBARA | CA | 93103 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,210 |
| SCHOLARSHIP FOUNDATION OF SANTA BARBARA | |||||||
| PO BOX 3620 | SANTA BARBARA | CA | 93130 | NONE | PUBLIC CHARITY | UNRESTRICTED | $4,000 |
| SHOWERS OF BLESSING | |||||||
| PO BOX 1135 | GOLETA | CA | 93116 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| TEAM | |||||||
| PO BOX 969 | WHEATON | IL | 60187 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,200 |
| THE FOOD BASKETHAWAII ISLAND'S FOOD BANK | |||||||
| 40 HOLOMUA ST | HILO | HI | 96720 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| THE GRANADA THEATRE | |||||||
| 1214 STATE STREET | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | UNRESTRICTED | $4,400 |
| THE HUMANE SOCIETY OF THE UNITED STATES | |||||||
| 1255 23RD STREET NW SUITE 450 | WASHINGTON | DC | 20037 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| TMA (THIRD MILLENNIUM AWAKENING) | |||||||
| 23823 MALIBU RD 108 | MALIBU | CA | 90265 | NONE | PUBLIC CHARITY | UNRESTRICTED | $12,000 |
| TOGETHER RISING | |||||||
| 800 WEST BROAD STREET 6409 | FALLS CHURCH | VA | 22040 | NONE | PUBLIC CHARITY | UNRESTRICTED | $4,313 |
| UNITY SHOPPE | |||||||
| 1209 STATE STREET 1401 CHAPALA ST | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| WOMENS FUND | |||||||
| 133 EAST DE LA GUERRA STREET 15 | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,500 |
| WORLD CENTRAL KITCHEN | |||||||
| 200 MASSACHUSETTS AVE | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,450 |
| THE WAY HOME TRANSITION HOUSE | |||||||
| 425 EAST COTA STREET | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| CITY OF HOPE | |||||||
| 1500 E DUARTE ROAD | DUARTE | CA | 91010 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| ENTERTAINMENT COMMUNITY FUND | |||||||
| 5757 WILSHIRE BLVD SUITE 400 | LOS ANGELES | CA | 90036 | NONE | PUBLIC CHARITY | SUPPORTING FILM AND TELEVISON WORKERSSUPPORTING HOLLYWOOD WRITERS | $200,000 |
| FRIENDS OF THE CARPINTERIA LIBRARY | |||||||
| 5141 CARPINTERIA AVENUE | CARPINTERIA | CA | 93013 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| LEGACY OF ALOHA FOUNDATION | |||||||
| 225 W PLAZA ST SUITE 300 | SOLANA BEACH | CA | 92075 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| MAUI HUMANE SOCIETY | |||||||
| 1350 MEHAMEHA LOOP | PUUNENE | HI | 96784 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| MONTECITO COMMUNITY FOUNDATION | |||||||
| PO BOX 5001 | SANTA BARBARA | CA | 93150 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 |
| ORGANIC SOUP KITCHEN | |||||||
| 126 E HALEY ST SUITE A4 | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | UNRESTRICTED | $625 |
| SANTA BARBARA ROTARY FOUNDATION-SB DOLPHINS | |||||||
| 633 E CABRILLO BLVD | SANTA BARBARA | CA | 93103 | NONE | PUBLIC CHARITY | UNRESTRICTED | $205 |
| SPIKE'S K9 FUND | |||||||
| 5760 NORTHAMPTON BLVD 118 | VIRGINIA BEACH | VA | 23455 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| GREY MUZZLE ORGANIZATION | |||||||
| 14460 FALLS OF NEUSE ROAD SUITE 149 | RALEIGH | NC | 27614 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,033 |
| THE THRIVING INITIATIVE | |||||||
| 7127 HOLLISTER AVENUE SUITE 25A | GOLETA | CA | 93117 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $458,459 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $82,510 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $123,648 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $82,510 | ExclusionAmt |
| Related Or Exempt Function Incm | $123,648 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $206,158 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INVESTMENTS HELD FOR INTEREST & DIVIDEND INCOME |
| 8 | SALE OF SECURITIES PROVIDED THE FOUNDATION WITH LIQUIDITY TO MAKE GRANTS TO OTHER SEC 501(C)(3) ORGANIZATIONS |
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 | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| LES CHARLES | ||||||
| 1 | C/O SINGER 6345 BALBOA BL STE 375 | ENCINO | CA | 91316 | $100,933 | Yes (X) |
| LES CHARLES | ||||||
| 2 | C/O SINGER 6345 BALBOA BL STE 375 | ENCINO | CA | 91316 | $105,484 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1,975 SHARES DIMENSIONAL US EQUITY ETF | $100,933 | 2023-12-13 |
| 2 | 2,923 SHARES DIMENSIONAL TAX-MGD US MARKETWIDE VALUE | $105,484 | 2023-12-13 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $1,523,850 | EOYBookValueAmt |
| EOYFMV | $1,907,017 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,037,214 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,051,375 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $800 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSE | Desc |
| Revenue And Expenses Per Books | $2,995 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAX | $75 | $0 | $0 |
| EXCISE TAX | $1,000 | $0 | $0 |
| FOREIGN TAX | $1,281 | $0 | $0 |