CHEERYBLE FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CHEERYBLE FOUNDATION INC (EIN 95-4121906)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201713199349102276
- Schema version
- 2016v3.0
- 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
- Investments Corp Bonds 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 | 2017-11-15T13:01:28-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 & BUTLER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6345 BALBOA BLVD 375 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 913169515 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 | C/O SINGER 6345 BALBOA BLVD NO 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 | 2017-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AARON W ZIMMER | PreparerPersonNm |
| PTIN | P01200721 | PTIN |
| Phone | 8187741000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.199.62.220 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-07 | IPDt |
| IP Tm | 16:39:37 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1F2A85B7725A525533C01EE9597D3D1AA1003AB9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E802D4CAC2CD03DC5A63439861794EC3DF386864 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,399,335 | 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 | $476,200 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $61,197 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,197 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $537,397 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $61,197 | 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 | $3,369 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,421 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,799 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $159,425 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $159,425 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $164,224 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $159,425 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $373,173 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $61,197 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,367 | CashBOYAmt |
| Cash EOY | $18,211 | CashEOYAmt |
| Cash EOYFMV | $18,211 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $80,334 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $138,322 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $138,322 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $3,859 | RcvblFromOfficersBOYAmt |
| US Government Obligations BOY | $392,081 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $392,081 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $451,608 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $796,985 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,113,185 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,690,694 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $106,500 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $106,500 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $100,500 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,395,126 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,768,299 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,399,335 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $1,395,126 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,768,299 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,395,126 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,768,299 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,395,126 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,768,299 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,395,126 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $373,173 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,768,299 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,768,299 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $191,598 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,930,262 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.099260 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $296,783 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,760,618 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.168568 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $216,865 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,545,685 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.140303 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $199,178 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,625,245 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.122553 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $216,920 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,590,379 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.136395 | DistributionYr5Rt |
| Total Distribution | 0.667079 | TotalDistributionRt |
| Average Distribution | 0.133416 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,008,277 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $267,936 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $612 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $268,548 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $159,425 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,224 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,224 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,224 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Tax Due | $24 | TaxDueAmt |
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 BUTLER 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 |
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 | $1,907,470 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $131,390 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,038,860 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,038,860 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,583 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,008,277 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $100,414 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $100,414 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,224 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,224 | TotalTaxAmt |
| Distributable Before Adj | $99,190 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $99,190 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $99,190 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $159,425 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $159,425 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $159,425 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $99,190 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $138,406 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $118,959 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $140,622 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $209,776 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $96,250 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $704,013 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $159,425 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $99,190 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $60,235 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $764,248 | 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 | $138,406 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $625,842 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $118,959 | ExcessFromYear4Amt |
| Excess From Year3 | $140,622 | ExcessFromYear3Amt |
| Excess From Year2 | $209,776 | ExcessFromYear2Amt |
| Excess From Year1 | $96,250 | ExcessFromYear1Amt |
| Excess From Current Year | $60,235 | 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 (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | |||||||
| 816 SOUTH FIGUEROA STREET | LOS ANGELES | CA | 90017 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 |
| CANCER CENTER OF SANTA BARBARA | |||||||
| 300 W PUEBLO ST | SANTA BARBARA | CA | 93105 | NONE | PUBLIC CHARITY | UNRESTRICTED | $20,800 |
| FAMILY SERVICE AGENCY OF SANTA BARBARA | |||||||
| 123 WEST GUTIERREZ STREET | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 |
| GIRLS INC OF GREATER SANTA BARBARA | |||||||
| PO BOX 236 | SANTA BARBARA | CA | 93102 | NONE | PUBLIC CHARITY | UNRESTRICTED | $24,065 |
| JEWISH BIG BROTHERS | |||||||
| 6505 WILSHIRE BLVD 600 | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,500 |
| LOS ANGELES MISSION | |||||||
| 303 EAST 5TH ST | LOS ANGELES | CA | 90013 | NONE | PUBLIC CHARITY | UNRESTRICTED | $650 |
| MUSIC ACADEMY OF THE WEST | |||||||
| 1070 FAIRWAY ROAD | SANTA BARBARA | CA | 93108 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| PLANNED PARENTHOOD | |||||||
| 518 GARDEN ST | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| SAN MARCOS ALUMNI | |||||||
| 405 GLEN ANNIE ROAD | GOLETA | CA | 93111 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| SANTA BARBARA PUBLIC LIBRARY | |||||||
| PO BOX 1019 | SANTA BARBARA | CA | 93102 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 |
| SANTA BARBARA ZOO | |||||||
| 500 NINOS DRIVE | SANTA BARBARA | CA | 93103 | NONE | PUBLIC CHARITY | UNRESTRICTED | $300 |
| SIM USA | |||||||
| 14830 CHOATE CIRCLE | CHARLOTTE | NC | 28273 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,300 |
| ST SIMON AND ST JUDE CATHOLIC SCHOOL | |||||||
| 20400 MAGNOLIA STREET | HUNTINGTON BEACH | CA | 92646 | NONE | EDUCATIONAL INSTITUT | UNRESTRICTED | $7,210 |
| TEAM | |||||||
| PO BOX 969 | WHEATON | IL | 60187 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,200 |
| THE FIRST TEE CENTRAL COAST | |||||||
| PO BOX 1611 | SUMMERLAND | CA | 93067 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,500 |
| THE WALDORF SCHOOL OF SANTA BARBARA | |||||||
| 7421 MIRANO DRIVE | GOLETA | CA | 93117 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| TMA (THIRD MILLENNIUM AWAKENING) | |||||||
| 23823 MALIBU RD 108 | MALIBU | CA | 90265 | NONE | PUBLIC CHARITY | UNRESTRICTED | $12,000 |
| KAHILU THEATRE FDN | |||||||
| 67-1186 LINDSEY ROAD | KAMUELA | HI | 96743 | NONE | PUBLIC CHARITY | UNRESTRICTED | $6,000 |
| FRIENDS OF THE FUTURE | |||||||
| PO BOX 2655 | KAMUELA | HI | 96743 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| WOMEN'S FUND SANTA BARBARA FDN | |||||||
| 1111 CHAPALA STREET 200 | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 |
| SANTA BARBARA MUSEUM OF ART | |||||||
| 1130 STATE STREET | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | UNRESTRICTED | $33,700 |
| DIRECT RELIEF | |||||||
| 27 S LA PATERA LANE | SANTA BARBARA | CA | 93117 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 |
| ROCK 1 KIDNEY | |||||||
| 45 PONDEROSA TRAIL | DURANGO | CO | 81303 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| HOPE PARTNERS | |||||||
| PO BOX 129 | CAMARILLO | CA | 93011 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,500 |
| NORMAN ROCKWELL MUSEUM | |||||||
| 9 GLENDALE ROAD | STOCKBRIDGE | MA | 01262 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 |
| MONTEREY BAY AQUARIUM | |||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| UNIVERSITY OF REDLANDS | |||||||
| 1200 EAST COLTON AVE | REDLANDS | CA | 92373 | NONE | EDUCATIONAL INSTITUT | UNRESTRICTED | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $159,425 | 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 | $61,197 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $61,197 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $61,197 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | INVESTMENTS HELD FOR INTEREST & DIVIDEND INCOME | RelationshipStatementTxt |
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 | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| LES & ZORA CHARLES | |||||||
| 1 | 6345 BALBOA BLVD STE 375 | ENCINO | CA | 91316 | $160,000 | Yes (X) | |
| LES & ZORA CHARLES | |||||||
| 2 | 6345 BALBOA BLVD STE 375 | ENCINO | CA | 91316 | $316,200 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 5,000 SHARES MICROSOFT CORP | NoncashPropertyDesc |
| Fair Market Value | $316,200 | FairMarketValueAmt |
| Received | 2016-12-23 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 100,000 WELLS FARGO BONDS | BondNm |
| EOY Book Value | $106,500 | EOYBookValueAmt |
| EOYFMV | $100,500 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3,100 SHS ABBOTT LABS | $67,557 | $119,071 |
| 2,000 SHS INTEL CORP | $63,682 | $75,240 |
| 2,000 SHS MICROSOFT CORP | $64,817 | $124,280 |
| 775 SHS AMGEN INC | $46,937 | $113,313 |
| 12,700 INTEL CORP | $257,810 | $460,629 |
| 3,200 SHS ABBVIE INC COM | $75,623 | $200,384 |
| 875 SHS APPLE INC | $79,917 | $101,343 |
| 1,100 SHS FACEBOOK | $69,379 | $126,555 |
| 460 SHS ALIBABA | $51,090 | $40,393 |
| 300 SHS ABBVIE INC COM | $20,173 | $18,786 |
| 5,000 SHS MICROSOFT | $316,200 | $310,700 |
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 | $392,081 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $451,608 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL FEES | $869 | $0 | $0 |
| ACCOUNTING FEES | $2,500 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBS INVESTMENT FEE | Desc |
| Revenue And Expenses Per Books | $9 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAX | $60 | $0 | $0 |
| EXCISE TAX | $1,361 | $0 | $0 |