CHEERYBLE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CHEERYBLE FOUNDATION INC (EIN 95-4121906)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202143169349104714
- Schema version
- 2020v4.1
- 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 | 2021-11-12T16:22:48-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 NO 37 | 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 | 2021-11-12 | 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 | 2021-11-12 | 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 | 2020 | 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 | $3,626,675 | 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 | $125,148 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $72,516 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,516 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,954,555 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,073,516 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,194,201 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,152,219 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,266,717 | 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 | $600 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,773 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $317 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $214 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,690 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $214 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $443,410 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $443,410 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $453,100 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $214 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $443,410 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,699,119 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,266,503 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $357,290 | CashBOYAmt |
| Cash EOY | $204,593 | CashEOYAmt |
| Cash EOYFMV | $204,593 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $33,688 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $42,443 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $42,443 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $220,546 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,606,786 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,661,909 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $915,616 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,372,437 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,717,730 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,527,140 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,226,259 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,626,675 | 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 | $1,527,140 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,226,259 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,527,140 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,226,259 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,527,140 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,226,259 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,527,140 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,699,119 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,226,259 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,226,259 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 968 SHS DFA EM MKTS SUSTNBY COR | P | 2020-11-09 | 2020-12-29 | $9,990 | $9,377 | $613 | $613 |
| 3,810 SHS DFA INTL SUSTAINABILITY | P | 2020-11-09 | 2020-12-29 | $45,980 | $42,374 | $3,606 | $3,606 |
| 2,632 DFA US SUSTAINABILITY | P | 2020-11-09 | 2020-12-29 | $77,980 | $73,297 | $4,683 | $4,683 |
| 300 ABBVIE INC | D | 2015-04-29 | 2020-10-01 | $26,156 | $20,173 | $5,983 | $5,983 |
| 230 ALIBABA GROUP | P | 2014-12-22 | 2020-10-01 | $66,649 | $59,560 | $7,089 | $7,089 |
| 3,500 APPLE INC | P | 2014-06-30 | 2020-11-06 | $411,787 | $79,917 | $331,870 | $331,870 |
| 1,200 ISHARES RUSSELL MID CAP | D | 2018-12-28 | 2020-12-29 | $122,784 | $70,460 | $52,324 | $52,324 |
| 800 MICROSOFT CORP | D | 2015-11-05 | 2020-10-01 | $170,140 | $44,137 | $126,003 | $126,003 |
| 700 ABBOTT LABORATORIES | D | 2000-12-31 | 2020-11-06 | $78,101 | $15,255 | $62,846 | $62,846 |
| 3,200 ABBVIE INC | D | 2000-12-31 | 2020-11-06 | $288,736 | $75,623 | $213,113 | $213,113 |
| 775 AMGEN INC | P | 2002-04-03 | 2020-11-06 | $188,972 | $46,937 | $142,035 | $142,035 |
| 12,700 INTEL CORP | D | 1996-03-01 | 2020-11-06 | $612,597 | $151,803 | $460,794 | $460,794 |
| 1,400 MICROSOFT CORP | D | 2001-12-26 | 2020-12-29 | $297,737 | $47,376 | $250,361 | $250,361 |
| 110 SHS MICROSOFT CORP | D | 1998-09-01 | 2020-10-01 | $23,513 | $2,879 | $20,634 | $20,634 |
| 1,500 SHS INTEL CORP | D | 2001-12-26 | 2020-10-01 | $78,364 | $48,435 | $29,929 | $29,929 |
| 500 SHS INTEL CORP | P | 2002-04-03 | 2020-10-01 | $26,121 | $15,247 | $10,874 | $10,874 |
| 600 SHS MICROSOFT CORP | P | 2002-04-03 | 2020-10-01 | $127,605 | $17,441 | $110,164 | $110,164 |
| 1825 SHS MICROSOFT CORP | D | 1998-09-01 | 2020-11-06 | $407,952 | $46,994 | $360,958 | $360,958 |
| 55 SHS MICROSOFT CORP | P | 2020-12-17 | 2020-12-29 | $12,352 | $12,030 | $322 | $322 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,194,201 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,504 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $31,504 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $31,504 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,228 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $32,228 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $724 | OverpaymentAmt |
| Applied To ES Tax | $724 | 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 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 | $3,064,890 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $263,844 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,328,734 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,328,734 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,931 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,278,803 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $163,940 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $163,940 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,504 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,504 | TotalTaxAmt |
| Distributable Before Adj | $132,436 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $132,436 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $132,436 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $443,410 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $443,410 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $443,410 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $132,436 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $96,250 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $60,235 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $192,311 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $236,786 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $210,327 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $795,909 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $443,410 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $132,436 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $310,974 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,106,883 | 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 | $96,250 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,010,633 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $60,235 | ExcessFromYear4Amt |
| Excess From Year3 | $192,311 | ExcessFromYear3Amt |
| Excess From Year2 | $236,786 | ExcessFromYear2Amt |
| Excess From Year1 | $210,327 | ExcessFromYear1Amt |
| Excess From Current Year | $310,974 | 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 (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 93108FUND | |||||||
| 525 SAN YSIDRO ROAD 218 | MONTECITO | CA | 93108 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 |
| BRAILLE INSTITUTE AUXILIARY | |||||||
| 2031 DE LA VINA STREET | SANTA BARBARA | CA | 93105 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| CANCER CENTER OF SANTA BARBARA | |||||||
| 601 WEST JUNIPERO STREET | SANTA BARBARA | CA | 93105 | NONE | PUBLIC CHARITY | UNRESTRICTED | $45,286 |
| CANCER FOUNDATION OF SANTA BARBARA | |||||||
| 601 WEST JUNIPERO STREET | SANTA BARBARA | CA | 93105 | NONE | PUBLIC CHARITY | UNRESTRICTED | $20,850 |
| COOKING UP DREAMS - FSA | |||||||
| 123 WEST GUTIERREZ STREET | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| DIRECT RELIEF | |||||||
| 27 S LA PATERA LANE | SANTA BARBARA | CA | 93117 | NONE | PUBLIC CHARITY | UNRESTRICTED | $30,000 |
| DOMESTIC VIOLENCE SOLUTIONS | |||||||
| PO BOX 1536 | SANTA BARBARA | CA | 93102 | NONE | PUBLIC CHARITY | UNRESTRICTED | $4,000 |
| ENSEMBLE THEATER COMPANY | |||||||
| 33 W VICTORIA ST | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| ERIC CARLE MUSEUM OF PICTURE BOOK ART | |||||||
| 125 WEST BAY ROAD | AMHERST | MA | 01002 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,500 |
| FAMILY SERVICE AGENCY OF SANTA BARBARA | |||||||
| 123 WEST GUTIERREZ STREET | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| FOOD FROM THE HEART | |||||||
| PO BOX 33908 | SANTA BARBARA | CA | 93130 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| FOODBANK OF SANTA BARBARA COUNTY | |||||||
| 4554 HOLLISTER AVE | SANTA BARBARA | CA | 93110 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| 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 | $1,000 |
| GIRLS INC OF GREATER SANTA BARBARA | |||||||
| PO BOX 236 | SANTA BARBARA | CA | 93102 | NONE | PUBLIC CHARITY | UNRESTRICTED | $43,124 |
| HABITAT FOR HUMANITY | |||||||
| 1850 EASTMAN AVENUE | OXNARD | CA | 93030 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| INCLUSIVE ACTION FOR THE CITY | |||||||
| 2900 ECESAR E CHAVEZ AVE | LOS ANGELES | CA | 90033 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| INLAND VALLEY HOPE PARTNERS | |||||||
| 1753 N PARK AVENUE | POMONA | CA | 91768 | 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 | $20,000 |
| MUSIC ACADEMY OF THE WEST | |||||||
| 1070 FAIRWAY ROAD | SANTA BARBARA | CA | 93108 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| PAUAHI FOUNDATION | |||||||
| 567 SOUTH KING STREET SUITE 160 | HONOLULU | HI | 96813 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| PEABODY CHARTER SCHOOL FOUNDATION | |||||||
| 3018 CALLE NOGUERA | SANTA BARBARA | CA | 93105 | NONE | EDUCATIONAL INSTITUT | NONRESTRICTED | $100 |
| PLANNED PARENTHOOD | |||||||
| 518 GARDEN ST | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| RIVERS EDGE CHURCH | |||||||
| 9774 HAWTHORNE DR | RANCHO CUCAMONGA | CA | 91730 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,200 |
| 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 | $100,000 |
| SANTA BARBARA NEIGHBORHOOD CLINICS | |||||||
| 414 EAST COTA IST FLOOR | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100,000 |
| SANTA BARBARA PUBLIC LIBRARY | |||||||
| PO BOX 1019 | SANTA BARBARA | CA | 93102 | NONE | PUBLIC CHARITY | UNRESTRICTED | $11,000 |
| SANTA BARBARA ZOO | |||||||
| 500 NINOS DRIVE | SANTA BARBARA | CA | 93103 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,800 |
| SCHOLARSHIP FOUNDATION OF SANTA BARBARA | |||||||
| PO BOX 3620 | SANTA BARBARA | CA | 93130 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| SHOWERS OF BLESSINGS | |||||||
| PO BOX 1135 | GOLETA | CA | 93116 | NONE | PUBLIC CHARITY | UNRESTRICTED | $250 |
| TEAM | |||||||
| PO BOX 969 | WHEATON | IL | 60187 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,200 |
| THE WALDORF SCHOOL OF SANTA BARBARA | |||||||
| PO BOX 788 | GOLETA | CA | 93116 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| TMA (THIRD MILLENNIUM AWAKENING) | |||||||
| 23823 MALIBU RD 108 | MALIBU | CA | 90265 | NONE | PUBLIC CHARITY | UNRESTRICTED | $12,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $443,410 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,516 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,954,555 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $72,516 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,954,555 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,027,071 | 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 | $125,148 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1,200 SHARES ISHARES RUSSELL MIDCAP GROWTH | NoncashPropertyDesc |
| Fair Market Value | $125,148 | FairMarketValueAmt |
| Received | 2020-12-28 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $1,372,437 | EOYBookValueAmt |
| EOYFMV | $1,717,730 | 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 | $1,606,786 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,661,909 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $600 | 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 | $214 | $214 | $0 |
| OFFICE EXPENSE | $103 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAX | $85 | $0 | $0 |
| EXCISE TAX | $8,500 | $0 | $0 |
| FOREIGN TAX | $188 | $0 | $0 |