CHEERYBLE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CHEERYBLE FOUNDATION INC (EIN 95-4121906)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202543179349103139
- Schema version
- 2024v5.2
- 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
- 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 | 2025-11-13T16:12:58-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 392689642 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERCER ADVISORS TAX SERVICES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 17TH ST SUITE 2000 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 2025-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW A BURKE | PreparerPersonNm |
| PTIN | P00061657 | PTIN |
| Phone | 8187741000 | PhoneNum |
| Preparation | 2025-11-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | $3,202,032 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $91,311 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $91,311 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $66,126 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $327,738 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $66,126 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $157,437 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $157,437 | 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 | $1,220 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,384 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $455 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,059 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $268,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $268,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $275,209 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $268,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$117,772 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $157,437 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,135 | CashBOYAmt |
| Cash EOY | $38,302 | CashEOYAmt |
| Cash EOYFMV | $38,302 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $219,376 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $136,183 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $136,183 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,037,214 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,017,972 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,031,581 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,523,850 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,477,346 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,995,966 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,787,575 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,669,803 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,202,032 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,787,575 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,669,803 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,787,575 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,669,803 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,787,575 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,669,803 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,787,575 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$117,772 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,669,803 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,669,803 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 5,583 DFA FIVE-YEAR GLOBAL FIXED-INCO | P | 2023-09-06 | 2024-02-15 | $55,990 | $56,616 | -$626 | -$626 |
| 1,972 DFA FIVE-YEAR GLOBAL FIXED-INCO | P | 2023-09-06 | 2024-04-26 | $19,990 | $20,001 | -$11 | -$11 |
| 32 DFA INTERMEDIATE-TERM EXTND QLTY | P | 2024-01-30 | 2024-07-22 | $311 | $311 | $0 | $0 |
| 56 DFA US SUSTAINABILITY CORE 1 | P | 2024-03-27 | 2024-04-26 | $2,236 | $2,323 | -$87 | -$87 |
| 15 DIMENSNL INTERNTL SUS CORE 1 ETF | P | 2024-03-22 | 2024-04-26 | $513 | $527 | -$14 | -$14 |
| 1,277 DFA FIVE-YEAR GLOBAL FIXED-INCO | P | 2023-06-21 | 2024-07-22 | $12,990 | $12,809 | $181 | $181 |
| 1,531 DFA INTERMEDIATE-TERM EXTND Q | P | 2024-07-22 | $14,679 | $14,132 | $547 | $547 | |
| 502 DFA US SUSTAINABILITY CORE 1 | P | 2024-02-23 | $19,990 | $14,108 | $5,882 | $5,882 | |
| 976 DFA US SUSTAINABILITY CORE 1 | P | 2024-04-26 | $38,754 | $26,976 | $11,778 | $11,778 | |
| 353 DFA US SUSTAINABILITY CORE 1 | P | 2024-07-05 | $14,990 | $11,436 | $3,554 | $3,554 | |
| 1,111 DFA US SUSTAINABILITY CORE 1 | P | 2024-07-22 | $47,990 | $31,922 | $16,068 | $16,068 | |
| 1,280 DIMENSIONAL US SUS CORE 1 ETF | P | 2024-11-08 | $49,965 | $32,884 | $17,081 | $17,081 | |
| 180 DIMENSNL EMG MRKT SUS CORE 1 E | P | 2023-03-02 | 2024-04-26 | $5,816 | $5,319 | $497 | $497 |
| 175 DIMENSNL EMG MRKT SUS CORE 1 E | P | 2024-07-22 | $5,927 | $4,942 | $985 | $985 | |
| 504 DIMENSNL INTERNTL SUS CORE 1 ET | P | 2024-04-26 | $16,499 | $14,668 | $1,831 | $1,831 | |
| 440 DIMENSNL INTERNTL SUS CORE 1 ET | P | 2022-12-21 | 2024-07-22 | $14,942 | $12,252 | $2,690 | $2,690 |
| 15 MICROSOFT CORP | D | 1998-09-01 | 2024-02-23 | $6,156 | $386 | $5,770 | $5,770 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $66,126 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,188 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,188 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,188 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,412 | OverpaymentAmt |
| Applied To ES Tax | $2,412 | 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 | $3,054,188 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $160,197 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,214,385 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,214,385 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,216 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,166,169 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $158,308 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $158,308 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,188 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,188 | TotalTaxAmt |
| Distributable Before Adj | $156,120 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $156,120 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $156,120 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $268,150 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $268,150 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $156,120 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $210,327 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $310,974 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $197,104 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $213,938 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $311,860 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,244,203 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $268,150 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $156,120 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $112,030 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,356,233 | 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 | $210,327 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,145,906 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $310,974 | ExcessFromYear4Amt |
| Excess From Year3 | $197,104 | ExcessFromYear3Amt |
| Excess From Year2 | $213,938 | ExcessFromYear2Amt |
| Excess From Year1 | $311,860 | ExcessFromYear1Amt |
| Excess From Current Year | $112,030 | 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 (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CANCER FOUNDATION OF SANTA BARBARA | |||||||
| 601 WEST JUNIPERO STREET | SANTA BARBARA | CA | 93105 | NONE | PUBLIC CHARITY | UNRESTRICTED | $15,450 |
| CANCER RESEARCH INSTITUTE | |||||||
| 29 BROADWAY FLOOR 4 | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,030 |
| DIRECT RELIEF | |||||||
| 27 S LA PATERA LANE | SANTA BARBARA | CA | 93117 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,024 |
| DOMESTIC VIOLENCE SOLUTIONS | |||||||
| PO BOX 1536 | SANTA BARBARA | CA | 93102 | NONE | PUBLIC CHARITY | UNRESTRICTED | $6,000 |
| DR LORNA BREEN HEROES' FOUNDATION | |||||||
| 1867 WINSTON ROAD | CHARLOTTESVILLE | VI | 22903 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,023 |
| ENSEMBLE THEATER COMPANY | |||||||
| 33 W VICTORIA ST | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| FAMILY SERVICE AGENCY OF SANTA BARBARA | |||||||
| 123 WEST GUTIERREZ STREET | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| FIRST TEE | |||||||
| PO BOX 6261 | SANTA BARBARA | CA | 93160 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| GREATER GOOD CHARITIES | |||||||
| 301 UNION STREET 21308 | SEATTLE | WA | 98111 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,046 |
| HAWAII PUBLIC RADIO | |||||||
| 738 KAHEKA ST | HONOLULU | HI | 96814 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,600 |
| HEAL THE OCEAN | |||||||
| PO BOX 90106 | SANTA BARBARA | CA | 93190 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 |
| HEARTS OF THERAPEUTIC EQUESTRIAN CENTER | |||||||
| PO BOX 30662 | SANTA BARBARA | CA | 93130 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,145 |
| INLAND VALLEY HOPE PARTNERS | |||||||
| 1753 N PARK AVENUE | POMONA | CA | 91768 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| 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 |
| LOYOLA UNIVERSITY CHICAGO | |||||||
| 820 N MICHIGAN AVE | CHICAGO | IL | 60611 | NONE | EDUCATIONAL INSTITUT | UNRESTRICED | $1,000 |
| MONTECITO COMMUNITY FOUNDATION | |||||||
| PO BOX 5001 | SANTA BARBARA | CA | 93150 | NONE | PUBLIC CHARITY | UNRESTRICTED | $155 |
| MONTEREY BAY AQUARIUM | |||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| MPTF | |||||||
| 23388 MULHOLLAND DR | WOODLAND HILLS | CA | 91364 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,026 |
| NATIONAL DISASTER SEARCH DOG FOUNDATION | |||||||
| 6800 WHEELER CANYON RD | SANTA PUALA | CA | 93060 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| ORGANIC SOUP KITCHEN | |||||||
| 126 E HALEY ST SUITE A4 | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,250 |
| PBS HAWAII | |||||||
| 2350 DOLE ST | HONOLULU | HI | 96822 | NONE | PUBLIC CHARITY | UNRESTRICTED | $6,000 |
| SANTA BARBARA MUSEUM OF ART | |||||||
| 1130 STATE STREET | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | UNRESTRICTED | $14,000 |
| SANTA BARBARA PUBLIC LIBRARY | |||||||
| PO BOX 1019 | SANTA BARBARA | CA | 93102 | NONE | PUBLIC CHARITY | UNRESTRICTED | $6,000 |
| SANTA BARBARA ZOO | |||||||
| 500 NINOS DRIVE | SANTA BARBARA | CA | 93103 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,300 |
| SPECTRUM SAILING | |||||||
| PO BOX 1111 | IOP | SC | 29451 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,033 |
| TEAM | |||||||
| PO BOX 969 | WHEATON | IL | 60187 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,200 |
| THE ERIC CARLE MUSEUM OF PICTURE BOOK ART | |||||||
| 1979 BOUNDARY DRIVE | SANTA BARBARA | CA | 93108 | NONE | PUBLIC CHARITY | UNRESTRICTED | $25,000 |
| THE GRANADA THEATRE | |||||||
| 1214 STATE STREET | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| THE SAN MARCOS HIGH SCHOOL | |||||||
| 1615 W SAN MARCOS BLVD | SAN MARCOS | CA | 92078 | NONE | EDUCATIONAL INSTITUT | UNRESTRICTED | $1,000 |
| THE THRIVING INITIATIVE | |||||||
| 7127 HOLLISTER AVENUE SUITE 25A | GOLETA | CA | 93117 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100,000 |
| TMA (THIRD MILLENNIUM AWAKENING) | |||||||
| 23823 MALIBU RD 108 | MALIBU | CA | 90265 | NONE | PUBLIC CHARITY | UNRESTRICTED | $8,000 |
| TOGETHER RISING | |||||||
| 800 WEST BROAD STREET 6409 | FALLS CHURCH | VA | 22040 | NONE | PUBLIC CHARITY | UNRESTRICTED | $618 |
| WOMEN FOR WOMEN INTERNATIONAL | |||||||
| 2000 M STREET NW STE 200 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| WOMENS FUND | |||||||
| 133 EAST DE LA GUERRA STREET 15 | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,500 |
| WORLD CENTRAL KITCHEN | |||||||
| 200 MASSACHUSETTS AVE | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | UNRESTRICTED | $12,311 |
| NRDC | |||||||
| 40 WEST 20 TH | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| PANCREATIC CANCER ACTION NETWORK | |||||||
| 1500 ROSECRANS AVENUE STE 200 | MANHATTAN BEACH | CA | 90266 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,150 |
| LINUS PROJECT | |||||||
| PO BOX 1548 | BELTON | MO | 64012 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,029 |
| SAVE THE MUSIC | |||||||
| PO BOX 2096 | NEW YORK | NY | 10108 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,050 |
| CALIFORNIA FIRE FOUNDATION | |||||||
| 1780 CREEKSIDE OAKS DRIVE | SACRAMENTO | CA | 95833 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| MIRACLE LEAGUE LOS ANGELES | |||||||
| 5401 HIGHLIGHT PLACE | LOS ANGELES | CA | 90016 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,030 |
| PAWS CO | |||||||
| PO BOX 6261 | DENVER | CO | 80206 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,050 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,030 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $268,150 | 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 | $91,311 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $66,126 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $91,311 | ExclusionAmt |
| Related Or Exempt Function Incm | $66,126 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $157,437 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $1,477,346 | EOYBookValueAmt |
| EOYFMV | $1,995,966 | 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 | $1,017,972 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,031,581 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,220 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSE | Desc |
| Revenue And Expenses Per Books | $455 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAX | $100 | $0 | $0 |
| EXCISE TAX | $4,000 | $0 | $0 |
| FOREIGN TAX | $1,284 | $0 | $0 |