CHEERYBLE FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CHEERYBLE FOUNDATION INC (EIN 95-4121906)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202343199349104204
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- 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 | 2023-11-15T12:04:23-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ZORA | PersonFirstNm |
| Person Last | CHARLES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW A BURKE | PreparerPersonNm |
| PTIN | P00061657 | PTIN |
| Phone | 8187741000 | PhoneNum |
| Preparation | 2023-11-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,027,224 | 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 | $124,981 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $79,155 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $79,155 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$97,576 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,570,283 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $106,560 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $79,155 | 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 | $1,239 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $74 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,495 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,254 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $43 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,062 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $368,286 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $368,286 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $374,348 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $368,286 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$267,788 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $79,112 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $198,684 | CashBOYAmt |
| Cash EOY | $69,548 | CashEOYAmt |
| Cash EOYFMV | $69,548 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $52,023 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $108,497 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $108,497 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,631,582 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $820,546 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $829,371 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,225,109 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,841,019 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,019,808 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,107,398 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,839,610 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,027,224 | 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 | $3,107,398 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,839,610 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,107,398 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,839,610 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,107,398 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,839,610 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,107,398 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$267,788 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,839,610 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,839,610 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 223 DIMENSIONAL US TARGET VALUE / DFAT | D | 2020-04-16 | 2022-12-21 | $9,836 | $4,889 | $4,947 | $4,947 |
| 3500 DIMENSIONAL US / DFUV | D | 2020-03-18 | 2022-12-21 | $116,960 | $66,676 | $50,284 | $50,284 |
| 905 DFA EM MKTS SUSTNBY/DESIX | P | 2021-11-30 | 2022-11-10 | $7,081 | $8,045 | -$964 | -$964 |
| 3,382 DFA INTL SUSTAINABILITY / DFSPX | P | 2021-11-30 | 2022-11-10 | $35,214 | $34,148 | $1,066 | $1,066 |
| 321 DFA SHORT DURATION REAL RETURN / DFAIX | P | 2021-12-15 | 2022-05-02 | $3,335 | $3,355 | -$20 | -$20 |
| 321 DFA SHORT TERM EXTENDED QUALIT | P | 2021-10-30 | 2022-10-10 | $3,244 | $3,413 | -$169 | -$169 |
| 47 DFA SHORT TERM EXTENDED QUALITY | P | 2021-11-30 | 2022-11-10 | $478 | $513 | -$35 | -$35 |
| 598 DFA TWO YEAR GLOBAL FIXED INCOME | P | 2021-06-30 | 2022-06-14 | $5,722 | $5,961 | -$239 | -$239 |
| 4871 DFA TWO YEAR GLOBAL FIXED INCOME | P | 2021-01-30 | 2022-12-29 | $46,330 | $46,523 | -$193 | -$193 |
| 319 DFA US SUSTAINBILITY CORE 1 | P | 2021-12-15 | 2022-03-30 | $11,232 | $11,642 | -$410 | -$410 |
| 55 DFA US SUSTAINBILITY CORE 1 | P | 2021-12-15 | 2022-11-10 | $1,713 | $2,024 | -$311 | -$311 |
| 2300 ISHARES 0-5 YEARS | P | 2022-05-26 | 2022-11-09 | $222,796 | $239,812 | -$17,016 | -$17,016 |
| 27752 VANGUARD SHORT TERM | P | 2022-01-30 | 2002-12-23 | $276,965 | $274,841 | $2,124 | $2,124 |
| 12671 DFA EM MKTS SUSTNBY | P | 2020-11-06 | 2022-11-10 | $99,083 | $121,490 | -$22,407 | -$22,407 |
| 31631 DFA INTL SUSTAINABILITY | P | 2020-11-06 | 2022-11-10 | $329,271 | $345,181 | -$15,910 | -$15,910 |
| 7771 DFA SHORT DURATION | P | 2020-11-06 | 2022-05-02 | $80,655 | $79,185 | $1,470 | $1,470 |
| 24631 DFA SHORT DURATION | P | 2020-11-06 | 2022-05-26 | $258,128 | $247,579 | $10,549 | $10,549 |
| 5228 DFA SHORT TERM EXTENDED | P | 2020-11-09 | 2022-10-10 | $52,746 | $57,432 | -$4,686 | -$4,686 |
| 25098 DFA SHORT TERM EXTENDED | P | 2020-11-09 | 2022-11-10 | $254,744 | $275,594 | -$20,850 | -$20,850 |
| 2330 DFA TWO YEAR GLOBAL | P | 2020-11-09 | 2022-06-14 | $22,268 | $23,302 | -$1,034 | -$1,034 |
| 1675 DFA TWO YEAR GLOBAL | P | 2020-11-09 | 2022-09-23 | $15,990 | $16,754 | -$764 | -$764 |
| 8062 DFA TWO YEAR GLOBAL | P | 2020-11-09 | 2022-10-10 | $76,990 | $80,629 | -$3,639 | -$3,639 |
| 29143 DFA TWO YEAR GLOBAL | P | 2020-11-09 | 2022-12-29 | $277,144 | $291,210 | -$14,066 | -$14,066 |
| 391 DFA US SUSTAINABILITY | P | 2020-11-06 | 2022-03-30 | $13,758 | $10,699 | $3,059 | $3,059 |
| 829 DFA US SUSTAINABILITY | P | 2020-11-06 | 2022-11-10 | $25,777 | $23,210 | $2,567 | $2,567 |
| 3090 ISHARES 0-5 YEARS | P | 2021-10-20 | 2022-11-09 | $299,322 | $327,041 | -$27,719 | -$27,719 |
| 55 MICROSOFT CORP | P | 2020-12-17 | 2022-03-30 | $17,234 | $12,030 | $5,204 | $5,204 |
| 20 MICROSOFT CORP | D | 1998-09-01 | 2022-03-30 | $6,267 | $515 | $5,752 | $5,752 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$43,410 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,100 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,100 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,100 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,966 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,966 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,866 | OverpaymentAmt |
| Applied To ES Tax | $4,866 | 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 | $2,998,065 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $158,248 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,156,313 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,156,313 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $47,345 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,108,968 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $155,448 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $155,448 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,100 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,100 | TotalTaxAmt |
| Distributable Before Adj | $154,348 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $154,348 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $154,348 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $368,286 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $368,286 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $154,348 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $192,311 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $236,786 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $210,327 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $310,974 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $197,104 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,147,502 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $368,286 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $154,348 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $213,938 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,361,440 | 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 | $192,311 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,169,129 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $236,786 | ExcessFromYear4Amt |
| Excess From Year3 | $210,327 | ExcessFromYear3Amt |
| Excess From Year2 | $310,974 | ExcessFromYear2Amt |
| Excess From Year1 | $197,104 | ExcessFromYear1Amt |
| Excess From Current Year | $213,938 | 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 (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CANCER CENTER OF SANTA BARBARA | |||||||
| 601 WEST JUNIPERO STREET | SANTA BARBARA | CA | 93105 | NONE | PUBLIC CHARITY | UNRESTRICTED | $76,636 |
| 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 | $3,062 |
| FAMILY SERVICE AGENCY OF SANTA BARBARA | |||||||
| 123 WEST GUTIERREZ STREET | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,120 |
| FIRST TEE | |||||||
| PO BOX 6261 | SANTA BARBARA | CA | 93160 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| FOODBANK OF SANTA BARBARA COUNTY | |||||||
| 4554 HOLLISTER AVE | SANTA BARBARA | CA | 93110 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| FRIENDS OF OXNARD PUBLIC LIBRARY FOUNDATION | |||||||
| 251 SOUTH A STREET | OXNARD | CA | 93030 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| FRIENDS OF THE SANTA BARBARA LIBRARY | |||||||
| PO BOX 1019 | SANTA BARBARA | CA | 93102 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| GIRLS INC OF GREATER SANTA BARBARA | |||||||
| PO BOX 236 | SANTA BARBARA | CA | 93102 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| HAWAII PUBLIC RADIO | |||||||
| 738 KAHEKA ST | HONOLULU | HI | 96814 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,600 |
| INLAND VALLEY HOPE PARTNERS | |||||||
| 1753 N PARK AVENUE | POMONA | CA | 91768 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| JEWISH BIG BROTHERS | |||||||
| 6505 WILSHIRE BLVD 600 | LOS ANGELES | CA | 90048 | 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 | $9,414 |
| PEABODY CHARTER SCHOOL FOUNDATION | |||||||
| 3018 CALLE NOGUERA | SANTA BARBARA | CA | 93105 | NONE | EDUCATIONAL INSTITUT | NONRESTRICTED | $258 |
| QUEENS NORTH HAWAII COMMUNITY HOSPITAL | |||||||
| 67-1125 MAMALAHOA HWY | KAMUELA | HI | 96743 | NONE | PUBLIC CHARITY | UNRESTRICTED | $50,000 |
| SAN MARCOS HIGH SCHOOL ALUMNI FOUNDATION | |||||||
| 4957 YAPLE AVE | SANTA BARBARA | CA | 93108 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| SANTA BARBARA MUSEUM OF ART | |||||||
| 1130 STATE STREET | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | UNRESTRICTED | $78,820 |
| SANTA BARBARA PUBLIC LIBRARY | |||||||
| PO BOX 1019 | SANTA BARBARA | CA | 93102 | NONE | PUBLIC CHARITY | UNRESTRICTED | $58,000 |
| SANTA BARBARA ZOO | |||||||
| 500 NINOS DRIVE | SANTA BARBARA | CA | 93103 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,479 |
| SHOWERS OF BLESSING | |||||||
| PO BOX 1135 | GOLETA | CA | 93116 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| TEAM | |||||||
| PO BOX 969 | WHEATON | IL | 60187 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,800 |
| 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 | $5,262 |
| WOMENS FUND | |||||||
| 133 EAST DE LA GUERRA STREET 15 | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| CEDAR SINAI MEDICAL CENTER | |||||||
| 6500 WILSHIRE BLVD 1600 | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| PBS SO CAL KCET | |||||||
| PO BOX 33816 | LOS ANGELES | CA | 90033 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,068 |
| GIRLS INC OF CARPINTERIA | |||||||
| 5315 FOOTHILL ROAD | CARPINTERIA | CA | 93013 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,221 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| HEAL THE OCEAN | |||||||
| PO BOX 90106 | SANTA BARBARA | CA | 93190 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| LAGUNA COTTAGES FOR SENIORS | |||||||
| 803 LAGUNA STREET | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | UNRESTRICTED | $250 |
| MILLIKAN MIDDLE SCHOOL | |||||||
| 5041 SUNNYSLOPE AVE | SHERMAN OAKS | CA | 91423 | NONE | EDUCATIONAL INSTITUT | UNRESTRICTED | $1,000 |
| NEUE GALERIE | |||||||
| 1048 FIFTH AVE | NEW YORK | NY | 10028 | NONE | PUBLIC CHARITY | UNRESTRICTED | $430 |
| SANTA BARBARA BUCKET BRIGADE | |||||||
| PO BOX 50640 | SANTA BARBARA | CA | 93150 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| SANTA BARBARA WILDLIFE CARE | |||||||
| 1460 N FAIRVIEW AVE | GOLETA | CA | 93117 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,029 |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY EAST 400 | FAIRFIELD | CT | 06825 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| THE FOOD BASKET HAWAII 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 | $5,000 |
| THE MUSEUM OF MODERN ART | |||||||
| 11 WEST 53 STREET | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | UNRESTRICTED | $375 |
| WIKIPEDIA FOUNDATION INC | |||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | NONE | PUBLIC CHARITY | UNRESTRICTED | $312 |
| WORLD CENTRAL KITCHEN | |||||||
| 200 MASSACHUSETTS AVE | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,050 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $368,286 | 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 | $79,155 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$97,576 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $79,155 | ExclusionAmt |
| Related Or Exempt Function Incm | -$97,576 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$18,421 | 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 | $9,656 | Yes (X) |
| LES CHARLES | ||||||
| 2 | C/O SINGER 6345 BALBOA BL STE 375 | ENCINO | CA | 91316 | $115,325 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 223 SHARES DIMENSIONAL US TARGETED VALUE | $9,656 | 2022-12-20 |
| 2 | 3,500 SHARES DIMENSIONAL US MARKETWIDE VALUE | $115,325 | 2022-12-20 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $74 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $1,841,019 | EOYBookValueAmt |
| EOYFMV | $2,019,808 | 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 | $820,546 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $829,371 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,239 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEE | $43 | $43 | $0 |
| OFFICE EXPENSE | $1,211 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAX | $100 | $0 | $0 |
| EXCISE TAX | $2,500 | $0 | $0 |
| FOREIGN TAX | $895 | $0 | $0 |