CHEERYBLE FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CHEERYBLE FOUNDATION INC (EIN 95-4121906)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-08
- IRS object ID
- 201232839349100108
- Schema version
- 2011v1.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-08T13:46:58-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953585773 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLEKMAN BAREN & CO | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9171 WILSHIRE BLVD SUITE 400 | AddressLine1 |
| City | BEVERLY HILLS | City |
| State | CA | State |
| ZIP Code | 90210 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954121906 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHEERYBLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHEE | NameControl |
| Phone | 3102745847 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9171 WILSHIRE BLVD NO 400 | AddressLine1 |
| City | BEVERLY HILLS | City |
| State | CA | State |
| ZIP Code | 90210 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ZORA CHARLES | Name |
| Title | CEO | Title |
| Phone | 3102745847 | Phone |
| Date Signed | 2012-09-25 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY S JARET | Name |
| PTIN | P00974148 | PTIN |
| Phone | 3102745847 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1611583 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 50000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 50257 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 50257 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 100257 | TotalRevenueAndExpenses |
| Total Net Investment Income | 50257 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 10 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 10 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 45 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 45 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 55 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 10 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 45 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 216875 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 216875 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 216930 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 10 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 216920 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -116673 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 50247 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 64975 | CashBOY |
| Cash EOY | 56045 | CashEOY |
| Cash EOYFMV | 56045 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 420961 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 113218 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 113218 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 392081 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 392081 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 436616 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 588248 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 588248 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 647812 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 200000 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 200000 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 157892 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 0 | InvestmentsOtherBOY |
| Investments Other EOY | 200000 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 200000 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1666265 | TotalAssetsBOY |
| Total Assets EOY | 1549592 | TotalAssetsEOY |
| Total Assets EOYFMV | 1611583 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1666265 | RetainedEarningsBOY |
| Retained Earnings EOY | 1549592 | RetainedEarningsEOY |
| Total Net Assets BOY | 1666265 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1549592 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1666265 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1549592 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1666265 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -116673 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1549592 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1549592 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 145529 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1633316 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.089100 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 333758 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1545587 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.215943 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 287050 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1921359 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.149399 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 637364 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2273402 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.280357 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 581061 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2429880 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.239132 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.973931 | TotalDistributionRatio |
| Average Distribution Ratio | 0.194786 | AverageDistributionRatio |
| Net Noncharitable Assets | 1590379 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 309784 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 502 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 310286 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 216920 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1005 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1005 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1005 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 859 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 146 | TaxPaidWithExtension |
| Total Credits And Payments | 1005 | TotalCreditsAndPayments |
| Tax Due | 0 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | FLEKMAN BAREN COMPANY | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3102745847 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9171 WILSHIRE BLVD400 | AddressLine1 |
| City | BEVERLY HILLS | City |
| State | CA | State |
| ZIP Code | 90210 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| ZORA CHARLES | ||||||||
| 9171 WILSHIRE BLVD400 | BEVERLY HILLS | CA | 90210 | PRES./SEC. | 5.00 | 0 | 0 | 0 |
| LES CHARLES | ||||||||
| 9171 WILSHIRE BLVD400 | BEVERLY HILLS | CA | 90210 | C.F.O. | 5.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1371702 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 242896 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1614598 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1614598 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 24219 | CashDeemedCharitable |
| Net Noncharitable Assets | 1590379 | NetNoncharitableAssets |
| Minimum Investment Return | 79519 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 79519 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1005 | TaxBasedOnInvestmentIncome |
| Total Tax | 1005 | TotalTax |
| Distributable Amount Before Adj | 78514 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 78514 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 78514 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 216920 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 216920 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 216920 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 78514 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 461558 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 525507 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 192383 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 256914 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 64169 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1500531 | TotalExcessDistriCarryover |
| Qualifying Distributions | 216920 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 78514 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 138406 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1638937 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 461558 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1177379 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 525507 | ExcessFromYear4 |
| Excess From Year3 | 192383 | ExcessFromYear3 |
| Excess From Year2 | 256914 | ExcessFromYear2 |
| Excess From Year1 | 64169 | ExcessFromYear1 |
| Excess From Current Year | 138406 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ZORA CHARLES | ContributingManager |
| Contributing Manager | LES CHARLES | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | ZORA CHARLES CO FLEKMAN BAREN CO | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9171 WILSHIRE BLVD 400 | AddressLine1 |
| City | BEVERLY HILLS | City |
| State | CA | State |
| ZIP Code | 90210 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 3102745847 | RecipientPhoneNumber |
| Form And Info And Materials | NO SPECIFIC FORM | FormAndInfoAndMaterials |
| Submission Deadlines | NO DEADLINES | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (45 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CANCER CENTER OF SANTA BARBARA | |||||||
| 300 W PUEBLO ST | SANTA BARBARA | CA | 93105 | N/A | PUBLIC | GENERAL | $12,500 |
| CASA EXPERANZA HOMELESS CENTER | |||||||
| PO BOX 24116 | SANTA BARBARA | CA | 93121 | N/A | PUBLIC | GENERAL | $1,000 |
| CHILD ABUSE LISTENING & MEDIATION | |||||||
| 1236 CHAPALA STREET | SANTA BARBARA | CA | 93101 | N/A | PUBLIC | GENERALGENERAL | $100 |
| CSPI | |||||||
| 1220 L STREET NW SUITE 300 | WASHINGTON | DC | 20005 | N/A | PUBLIC | GENERAL | $3,000 |
| DIRECT RELIEF INTERNATIONAL | |||||||
| 27 S LA PATERA LANE | SANTA BARBARA | CA | 93117 | N/A | PUBLIC | GENERAL | $5,000 |
| DO NGAK KUNPHEN LING CENTER | |||||||
| 30 PUTNAM PARK ROAD | REDDING | CT | 06896 | N/A | PUBLIC | GENERAL | $3,000 |
| DOMESTIC VIOLENCE SOLUTIONS | |||||||
| PO BOX 1536 | SANTA BARBARA | CA | 93102 | N/A | PUBLIC | GENERAL | $3,000 |
| ELINGS PARK FOUNDATION | |||||||
| 1298 LAS POSITAS RD | SANTA BARBARA | CA | 93105 | N/A | PUBLIC | GENERAL | $1,000 |
| FAIRVIEW GARDENS | |||||||
| 598 N FAIRVIEW AVE | GOLETA | CA | 93117 | N/A | PUBLIC | GENERAL | $1,000 |
| FAMILY SERVICE AGENCY OF SANTA BARBARA | |||||||
| 123 WEST GUTIERREZ STREET | SANTA BARBARA | CA | 93101 | N/A | PUBLIC | GENERAL | $10,000 |
| FOOD BANK | |||||||
| 4554 HOLLISTER AVENEUE | SANTA BARBARA | CA | 93110 | N/A | PUBLIC | GENERAL | $100 |
| FOUNDATION FOR SBCC | |||||||
| 721 CLIFF DRIVE | SANTA BARBARA | CA | 93109 | N/A | PUBLIC | GENERAL | $12,500 |
| FRIENDSHIP TOURS VIETNAM | |||||||
| 5142 HOLLISTER AVE 25 | SANTA BARBARA | CA | 93111 | N/A | PUBLIC | GENERAL | $100 |
| GIRLS INC | |||||||
| PO BOX 236 | SANTA BARBARA | CA | 93102 | N/A | PUBLIC | GENERAL | $27,200 |
| HEAL THE OCEAN | |||||||
| PO BOX 90106 | SANTA BARBARA | CA | 93190 | N/A | PUBLIC | GENERAL | $1,000 |
| HSJGA | |||||||
| 4330 KUKUI GROVE STREET | LIHUE | CA | 96766 | N/A | PUBLIC | GENERAL | $1,000 |
| INLAND VALLEY HOPE PARTNERS | |||||||
| 1753 N PARK AVE | POMONA | CA | 91768 | N/A | PUBLIC | GENERAL | $1,000 |
| JEWISH BIG BROTHERS | |||||||
| 6505 WILSHIRE BLVD SUITE 600 | LOS ANGELES | CA | 90048 | N/A | PUBLIC | GENERAL | $2,400 |
| KCLU RADIO | |||||||
| 60 WEST OLSEN ROAD 4400 | THOUSAND OAKS | CA | 91360 | N/A | PUBLIC | GENERAL | $1,000 |
| KIDS ON THE BLOCK | |||||||
| PO BOX 881706 | SAN DIEGO | CA | 92168 | N/A | PUBLIC | GENERAL | $100 |
| LAGUNA COTTAGES FOR SENIORS | |||||||
| 803 LAGUNA ST | SANTA BARBARA | CA | 93101 | N/A | PUBLIC | GENERAL | $250 |
| LOS ANGELES MISSION | |||||||
| 303 E 5TH STREET | LOS ANGELES | CA | 90013 | N/A | PUBLIC | GENERAL | $600 |
| MATER DEI HIGH SCHOOL | |||||||
| 1202 WEST EDINGER AVE | SANTA ANA | CA | 92707 | N/A | PUBLIC | GENERAL | $8,225 |
| MONTEREY BAY AQUARIUM | |||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | N/A | PUBLIC | GENERAL | $10,000 |
| MUSIC ACADEMY OF THE WEST | |||||||
| 1070 FAIRWAY ROAD | SANTA BARBARA | CA | 93108 | N/A | PUBLIC | GENERAL | $7,000 |
| NATURAL RESOURCES DEFENSE | |||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | N/A | PUBLIC | GENERAL | $1,000 |
| NORTH HAWAII COMMUNITY HOSPITAL | |||||||
| 67-1125 MAMALAHOA HIGHWAY | KAMUELA | HI | 96743 | N/A | PUBLIC | GENERAL | $1,000 |
| PBS HAWAII | |||||||
| 2350 DOLE STREET | HONOLULU | HI | 96822 | N/A | PUBLIC | GENERAL | $1,000 |
| PLANNED PARENTHOOD OF SANTA BARBARA | |||||||
| 518 GARDEN ST | SANTA BARBARA | CA | 93101 | N/A | PUBLIC | GENERAL | $4,000 |
| RAILS TO TRAILS CONSERVANCY | |||||||
| 2121 WARD COURT NW 5TH FLOOR | WASHINGTON | DC | 20037 | N/A | PUBLIC | GENERAL | $250 |
| SAN MARCOS HIGH SCHOOL ALUMNI ASSOCIATION | |||||||
| 1615 W SAN MARCOS BLVD | SAN MARCOS | CA | 92078 | N/A | PUBLIC | GENERAL | $500 |
| SANTA BARBARA MUSEUM OF ART | |||||||
| 1130 STATE STREET | SANTA BARBARA | CA | 93101 | N/A | PUBLIC | GENERAL | $50,000 |
| SANTA BARBARA PARTNERS IN EDUCATION | |||||||
| 3970 LA COLINA ROAD SUITE 9 | SANTA BARBARA | CA | 93110 | N/A | PUBLIC | GENERAL | $500 |
| SANTA BARBARA TOBA SISTER CITY ORGANIZATION | |||||||
| 10 FAIRWOOD LANE | SANTA BARBARA | CA | 93103 | N/A | PUBLIC | GENERAL | $500 |
| SANTA BARBARA ZOOLOGICAL FOUNDATION | |||||||
| 500 NINOS DR | SANTA BARBARA | CA | 93103 | N/A | PUBLIC | GENERAL | $3,100 |
| SIM USA | |||||||
| PO BOX 7900 | CHARLOTTE | NC | 28241 | N/A | PUBLIC | GENERAL | $1,100 |
| ST BONAVENTURE SCHOOL | |||||||
| 16377 BRADBURY LANE | HUNTINGTON BEACH | CA | 92647 | N/A | PUBLIC | GENERAL | $5,050 |
| SUMMER SOLSTICE CELEBRATION INC | |||||||
| PO BOX 21141 | SANTA BARBARA | CA | 93121 | N/A | PUBLIC | GENERAL | $2,000 |
| SUMMIT FOR DANNY | |||||||
| 232 E CANON PERDIDO STREET | SANTA BARBARA | CA | 93102 | N/A | PUBLIC | GENERAL | $100 |
| TEAM | |||||||
| PO BOX 969 | WHEATON | IL | 60187 | N/A | PUBLIC | GENERAL | $1,200 |
| THE ERIC CARLE MUSEUM OF PICTURE BOOK ART | |||||||
| 125 WEST BAY RD | AMHERST | MA | 01002 | N/A | PUBLIC | GENERAL | $3,000 |
| THE UNIVERSITY OF REDLANDS | |||||||
| 1200 EAST COLTON AVENUE | REDLANDS | CA | 92373 | N/A | PUBLIC | GENERAL | $15,000 |
| THIRD MILLENIUM AWAKENING | |||||||
| 23852 PACIFIC COAST HIGHWAY STE 488 | MALIBU | CA | 90265 | N/A | PUBLIC | GENERAL | $12,000 |
| WM KECK OBSERVATORY | |||||||
| 65-1120 MAMALAHOA HIGHWAY | KAMUELA | HI | 96743 | N/A | PUBLIC | GENERAL | $1,000 |
| WOMEN'S FUND OF SANTA BARBARA | |||||||
| 1111 CHAPALA STREET SUITE 200 | SANTA BARBARA | CA | 93101 | N/A | PUBLIC | GENERAL | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 216875 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $50,257 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $50,257 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 50257 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | LES AND ZORA CHARLES | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9171 WILSHIRE BLVD SUITE 400 | AddressLine1 |
| City | BEVERLY HILLS | City |
| State | CA | State |
| ZIP Code | 90210 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 50000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | 200,000 BANK OF AMER BONDS | NameOfBond |
| EOY Book Value | 200000 | EOYBookValue |
| EOYFMV | 157892 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (6 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 3,200 SHS ABBOTT LABS | 145360 | 179936 |
| 2,000 SHS INTEL CORP. | 63682 | 48500 |
| 2,000 SHS MICROSOFT CORP. | 64817 | 51920 |
| 775 SHS AMGEN INC | 46937 | 49763 |
| 320 HOSPIRA, INC | 9642 | 9718 |
| 12700 INTEL CORP | 257810 | 307975 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 0 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 0 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 392081 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 436616 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| 100,000 BANK INDIA NEW YORK-CERT. OF DEPOSIT | FMV | 100000 | 100000 |
| 100,000 BANK OF CHINA NEW YORK-CERT. OF DEPOSIT | FMV | 100000 | 100000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FILING FEES | Description |
| Revenue And Expenses Per Books | 45 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 45 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE TAX | Category |
| Amount | $10 | Amount |
| Net Investment Income | 10 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |