CHEERYBLE FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CHEERYBLE FOUNDATION INC (EIN 95-4121906)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-10
- IRS object ID
- 202223149349102962
- Schema version
- 2021v4.2
- 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 | 2022-11-10T16:31:30-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-11-09 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AARON W ZIMMER | PreparerPersonNm |
| PTIN | P01200721 | PTIN |
| Phone | 8187741000 | PhoneNum |
| Preparation | 2022-11-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,686,041 | 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 | $130,592 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $59,424 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,424 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $97,201 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $843,829 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $173,720 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $287,217 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $233,144 | 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 | $750 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $87 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $31,069 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,230 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $53 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,136 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $371,942 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $371,942 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $406,078 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $371,942 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$118,861 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $233,091 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $204,593 | CashBOYAmt |
| Cash EOY | $198,684 | CashEOYAmt |
| Cash EOYFMV | $198,684 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $42,443 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $52,023 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $52,023 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,606,786 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,631,582 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,682,805 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,372,437 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,225,109 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,752,529 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,226,259 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,107,398 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,686,041 | 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 | $3,226,259 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,107,398 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,226,259 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,107,398 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,226,259 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,107,398 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,226,259 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$118,861 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,107,398 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,107,398 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 40 SHS MICROSOFT | D | 1998-09-01 | 2021-04-05 | $9,935 | $1,030 | $8,905 | $8,905 |
| 45 SHS MICROSOFT | D | 1998-09-01 | 2021-06-10 | $11,552 | $1,159 | $10,393 | $10,393 |
| 110 SHS MICROSOFT | D | 1998-09-01 | 2021-08-05 | $31,774 | $2,833 | $28,941 | $28,941 |
| 1878 DFA SUSTAINABILITY | P | 2020-11-06 | 2021-12-08 | $69,990 | $51,332 | $18,658 | $18,658 |
| 2,800 SHS DIMENSIONAL | D | 2020-04-16 | 2021-12-08 | $132,495 | $61,383 | $71,112 | $71,112 |
| 55 SHS ALIBABA GROUP HLDG | P | 2020-11-06 | 2021-02-04 | $14,707 | $16,494 | -$1,787 | -$1,787 |
| PUBLICALLY TRADED SECURITIES | P | 2015-02-14 | 2021-12-31 | $12,011 | $12,011 | $12,011 | |
| 866 SHS DFA EM MKTS SUSTNBY | P | 2020-11-06 | 2021-02-04 | $9,690 | $8,367 | $1,323 | $1,323 |
| 2,926 DFA INTL SUSTAINABILITY | P | 2020-11-06 | 2021-06-10 | $39,990 | $32,047 | $7,943 | $7,943 |
| 32,024 DFA TWO YEAR GLOBAL FIXED | P | 2020-11-09 | 2021-10-20 | $317,990 | $320,245 | -$2,255 | -$2,255 |
| 3,441 DFA US SUSTAINABILITY | P | 2020-11-06 | 2021-08-05 | $116,970 | $95,255 | $21,715 | $21,715 |
| 670 ISHARES 7-10 YEAR TREASURY BOND | P | 2020-11-09 | 2021-03-09 | $76,725 | $79,964 | -$3,239 | -$3,239 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $173,720 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,240 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,240 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,240 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,724 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,224 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $18 | EsPenaltyAmt |
| Overpayment | $4,966 | OverpaymentAmt |
| Applied To ES Tax | $4,966 | 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 | $3,453,208 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $162,589 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,615,797 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,615,797 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,237 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,561,560 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $178,078 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $178,078 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,240 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,240 | TotalTaxAmt |
| Distributable Before Adj | $174,838 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $174,838 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $174,838 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $371,942 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $371,942 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $174,838 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $60,235 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $192,311 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $236,786 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $210,327 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $310,974 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,010,633 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $371,942 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $174,838 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $197,104 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,207,737 | 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 | $60,235 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,147,502 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $192,311 | ExcessFromYear4Amt |
| Excess From Year3 | $236,786 | ExcessFromYear3Amt |
| Excess From Year2 | $210,327 | ExcessFromYear2Amt |
| Excess From Year1 | $310,974 | ExcessFromYear1Amt |
| Excess From Current Year | $197,104 | 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 (26 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 | $44,286 |
| CANCER FOUNDATION OF SANTA BARBARA | |||||||
| 601 WEST JUNIPERO STREET | SANTA BARBARA | CA | 93105 | NONE | PUBLIC CHARITY | UNRESTRICTED | $12,450 |
| DOMESTIC VIOLENCE SOLUTIONS | |||||||
| PO BOX 1536 | SANTA BARBARA | CA | 93102 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 |
| 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 | $55,000 |
| GIRLS INC OF GREATER SANTA BARBARA | |||||||
| PO BOX 236 | SANTA BARBARA | CA | 93102 | NONE | PUBLIC CHARITY | UNRESTRICTED | $30,000 |
| HAWAII PUBLIC RADIO | |||||||
| 738 KAHEKA ST | HONOLULU | HI | 96814 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,800 |
| KCLU RADIO | |||||||
| 60 WEST OLSEN ROAD 4400 | THOUSAND OAKS | CA | 91360 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,500 |
| LOS ANGELES MISSION | |||||||
| 303 EAST 5TH ST | LOS ANGELES | CA | 90013 | NONE | PUBLIC CHARITY | UNRESTRICTED | $550 |
| ROCK 1 KIDNEY | |||||||
| 45 PONDEROSA TRAIL | DURANGO | CO | 81303 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| 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 | $70,620 |
| SANTA BARBARA PUBLIC LIBRARY | |||||||
| PO BOX 1019 | SANTA BARBARA | CA | 93102 | NONE | PUBLIC CHARITY | UNRESTRICTED | $73,000 |
| TEAM | |||||||
| PO BOX 969 | WHEATON | IL | 60187 | NONE | PUBLIC CHARITY | UNRESTRICTED | $600 |
| TMA (THIRD MILLENNIUM AWAKENING) | |||||||
| 23823 MALIBU RD 108 | MALIBU | CA | 90265 | NONE | PUBLIC CHARITY | UNRESTRICTED | $12,000 |
| FIRST TEE | |||||||
| PO BOX 6261 | SANTA BARBARA | CA | 93160 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | UNRESTRICTED | $250 |
| JIM SAUNDERS NANEA FUND | |||||||
| PO BOX 1089 | KAILUA KONA | HI | 96745 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| TARA MANDALA | |||||||
| 4000 USFS RD 649 | PAGOSA SPRINGS | CO | 81147 | NONE | PUBLIC CHARITY | UNRESTRICTED | $125 |
| KAHILU THEATRE FOUNDATION | |||||||
| 67-1186 LINDSEY RD | KAMUELA | HI | 96743 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| QUEENS NORTH HAWAII COMMUNITY HOSPITAL | |||||||
| 67-1125 MAMALAHOA HWY | KAMUELA | HI | 96743 | NONE | PUBLIC CHARITY | UNRESTRICTED | $50,000 |
| SB AUDUBON | |||||||
| PO BOX 6737 | SANTA BARBARA | CA | 93160 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| THOMAS MORE SCHOOL | |||||||
| 2510 S FREMONT AVE | ALHAMBRA | CA | 91803 | NONE | PUBLIC CHARITY | UNRESTRICTED | $55 |
| TOGETHER RISING | |||||||
| 800 WEST BROAD STREET 6409 | FALLS CHURCH | VA | 22040 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,644 |
| WOMENS FUND | |||||||
| 133 EAST DE LA GUERRA STREET 15 | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $371,942 | 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 | $59,424 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $97,201 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $59,424 | ExclusionAmt |
| Related Or Exempt Function Incm | $97,201 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $156,625 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LES CHARLES | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SINGER 6345 BALBOA BL STE 375 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91316 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $130,592 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 2,800 SHARES DFA TAX-MANAGED US SMALL CAP | NoncashPropertyDesc |
| Fair Market Value | $130,592 | FairMarketValueAmt |
| Received | 2021-12-06 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $87 | 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 | $1,225,109 | EOYBookValueAmt |
| EOYFMV | $1,752,529 | 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 | $1,631,582 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,682,805 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $750 | 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 | $53 | $53 | $0 |
| OFFICE EXPENSE | $2,177 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAX | $170 | $0 | $0 |
| EXCISE TAX | $30,000 | $0 | $0 |
| FOREIGN TAX | $899 | $0 | $0 |