CHEERYBLE FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CHEERYBLE FOUNDATION INC (EIN 95-4121906)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-10-11
- IRS object ID
- 201142849349100314
- Schema version
- 2010v3.4
- 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
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-10-11T17:11:49-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | 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 | 2011-08-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY S JARET | Name |
| Phone | 3102745847 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1646547 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 60000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 20988 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 20988 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 80988 | TotalRevenueAndExpenses |
| Total Net Investment Income | 20988 | 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 | 11408 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 5662 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 5746 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 11418 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5672 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 5746 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 139783 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 139783 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 151201 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5672 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 145529 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -70213 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 15316 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 21025 | CashBOY |
| Cash EOY | 64975 | CashEOY |
| Cash EOYFMV | 64975 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1127205 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 420961 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 420961 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 0 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 392081 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 387276 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 588248 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 588248 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 578642 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 0 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 200000 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 194693 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 1736478 | TotalAssetsBOY |
| Total Assets EOY | 1666265 | TotalAssetsEOY |
| Total Assets EOYFMV | 1646547 | 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 | 1736478 | RetainedEarningsBOY |
| Retained Earnings EOY | 1666265 | RetainedEarningsEOY |
| Total Net Assets BOY | 1736478 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1666265 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1736478 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1666265 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1736478 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -70213 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1666265 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1666265 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 333758 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1545587 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.215943 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 287050 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1921359 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.149399 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 637364 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2273402 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.280357 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 581061 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2429880 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.239132 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 617133 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 909798 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.678319 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.563150 | TotalDistributionRatio |
| Average Distribution Ratio | 0.312630 | AverageDistributionRatio |
| Net Noncharitable Assets | 1633316 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 510624 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 153 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 510777 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 145529 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 306 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 306 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 306 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1165 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1165 | TotalCreditsAndPayments |
| Overpayment | 859 | Overpayment |
| Amount Credited To Next Year | 859 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | 1176996 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 481193 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1658189 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1658189 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 24873 | CashDeemedCharitable |
| Net Noncharitable Assets | 1633316 | NetNoncharitableAssets |
| Minimum Investment Return | 81666 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 81666 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 306 | TaxBasedOnInvestmentIncome |
| Total Tax | 306 | TotalTax |
| Distributable Amount Before Adj | 81360 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 81360 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 81360 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 145529 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 145529 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 145529 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 81360 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 572609 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 461558 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 525507 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 192383 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 256914 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 2008971 | TotalExcessDistriCarryover |
| Qualifying Distributions | 145529 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 81360 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 64169 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 2073140 | 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 | 572609 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1500531 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 461558 | ExcessFromYear4 |
| Excess From Year3 | 525507 | ExcessFromYear3 |
| Excess From Year2 | 192383 | ExcessFromYear2 |
| Excess From Year1 | 256914 | ExcessFromYear1 |
| Excess From Current Year | 64169 | 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 (29 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | ||||||||
| 806 FOOTHILL RD | BEVERLY HILLS | CA | 90210 | N/A | PUBLIC | GENERAL | $100 | |
| CBC CYCLONESCHRIS CONNER | ||||||||
| 6012 MANTON AVE | SANTA BARBARA | CA | 93101 | N/A | PUBLIC | GENERAL | $6,000 | |
| DOMESTIC VIOLENCE SOLUTIONS | ||||||||
| PO BOX 1536 | SANTA BARBARA | CA | 93102 | N/A | PUBLIC | GENERAL | $3,000 | |
| FAMILY SERVICE AGENCY OF SANTA BARBARA | ||||||||
| 123 WEST GUTIERREZ STREET | SANTA BARBARA | CA | 93101 | N/A | PUBLIC | GENERAL | $5,000 | |
| FOOD FROM THE HEART | ||||||||
| PO BOX 3908 | SANTA BARBARA | CA | 93130 | N/A | PUBLIC | GENERAL | $10,000 | |
| FOUNDATION FOR SBCC | ||||||||
| 721 CLIFF DRIVE | SANTA BARBARA | CA | 93109 | N/A | PUBLIC | GENERAL | $25,000 | |
| FRIENDS OF THE SANTA BARBARA PUBLIC LIBRARY | ||||||||
| PO BOX 1019 | SANTA BARBARA | CA | 91302 | N/A | PUBLIC | GENERAL | $1,000 | |
| GABRIELLA ALEXRAD EDUCATION FOUNDATION | ||||||||
| 631 COMMONWEALTH AVENUE | LOS ANGELES | CA | 90005 | N/A | PUBLIC | GENERAL | $2,500 | |
| GIRLS INC | ||||||||
| PO BOX 236 | SANTA BARBARA | CA | 93102 | N/A | PUBLIC | GENERAL | $20,000 | |
| HSJGA | ||||||||
| C/O NANEA GOLF CLUB 75-1027 HENRY | KAILUAKONA | HI | 96740 | N/A | PUBLIC | GENERAL | $500 | ST |
| JUNIOR LEAGUE OF SANTA BARBARA | ||||||||
| 229 EAST VICTORIA STREET | SANTA BARBARA | CA | 93101 | N/A | PUBLIC | GENERAL | $500 | |
| LOS ANGELES MISSION | ||||||||
| 303 E 5TH STREET | LOS ANGELES | CA | 90013 | N/A | PUBLIC | GENERAL | $600 | |
| MUSIC ACADEMY OF THE WEST | ||||||||
| 1070 FAIRWAY ROAD | SANTA BARBARA | CA | 93101 | N/A | PUBLIC | GENERAL | $9,050 | |
| NBCC FUNDLES GIRLS 10 | ||||||||
| 1101 17TH STREET NW STE 1300 | WASHINGTON | DC | 20036 | N/A | PUBLIC | GENERAL | $2,500 | |
| RECORDING FOR THE BLIND | ||||||||
| 5638 HOLLISTER AVE STE 210 | SANTA BARBARA | CA | 93117 | N/A | PUBLIC | GENERAL | $500 | |
| SALVATION ARMY | ||||||||
| PO BOX 23259 | SANTA BARBARA | CA | 931213259 | N/A | PUBLIC | GENERAL | $250 | |
| SAN MARCOS HIGH SCHOOL BOOSTER CLUB | ||||||||
| 1615 W SAN MARCOS BLVD | SAN MARCOS | CA | 92078 | N/A | PUBLIC | GENERAL | $500 | |
| SANTA BARBARA COUNTY FOOD BANK | ||||||||
| 4554 HOLLISTER AVE | SANTA BARBARA | CA | 93110 | N/A | PUBLIC | GENERAL | $100 | |
| SANTA BARBARA MUSEUM OF ART | ||||||||
| 1130 STATE STREET | SANTA BARBARA | CA | 93101 | N/A | PUBLIC | GENERAL | $21,000 | |
| SCHOLARSHIP FOUNDATION OF SANTA BARBARA | ||||||||
| PO BOX 3620 | SANTA BARBARA | CA | 931303620 | N/A | PUBLIC | GENERAL | $2,500 | |
| ST BONAVENTURE SCHOOL | ||||||||
| 16377 BRADBURY LANE | HUNTINGTON BEACH | CA | 92647 | N/A | PUBLIC | GENERAL | $9,550 | |
| TEAM | ||||||||
| PO BOX 969 | WHEATON | IL | 60187 | N/A | PUBLIC | GENERAL | $2,200 | |
| THADDEUS FOUNDATION | ||||||||
| PO BOX 1943 | GLENDORA | CA | 91740 | N/A | PUBLIC | GENERAL | $5,000 | |
| THE ERIC CARLE MUSEUM OF PICTURE BOOK ART | ||||||||
| 125 WEST BAY RD | AMHERST | MA | 01002 | N/A | PUBLIC | GENERAL | $1,433 | |
| THE FIRST TEE CENTRAL COAST | ||||||||
| PO BOX 1611 | SUMMERLAND | CA | 93067 | N/A | PUBLIC | GENERAL | $1,000 | |
| THE METROPOLITAN MUSEUM OF ART | ||||||||
| 1000 FIFTH AVE | NEW YORK | NY | 10028 | N/A | PUBLIC | GENERAL | $500 | |
| THIRD MILLENIUM AWAKENING | ||||||||
| 23852 PACIFIC COAST HIGHWAY STE 488 | MALIBU | CA | 90265 | N/A | PUBLIC | GENERAL | $2,000 | |
| UNIVERSITY OF REDLANDS | ||||||||
| 1200 EAST COLTON AVENUE | REDLANDS | CA | 92373 | N/A | PUBLIC | GENERAL | $5,000 | |
| WOMEN'S FUND OF SANTA BARBARA | ||||||||
| 15 EAST CARRILLO STREET | SANTA BARBARA | CA | 93101 | N/A | PUBLIC | GENERAL | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 139783 | 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 | $20,988 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $20,988 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 20988 | 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 | 60000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | BANK OF AMER BONDS | NameOfBond |
| EOY Book Value | 200000 | EOYBookValue |
| EOYFMV | 194693 | 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 | 153312 |
| 2,000 SHS INTEL CORP. | 63682 | 42060 |
| 2,000 SHS MICROSOFT CORP. | 64817 | 55820 |
| 775 SHS AMGEN INC | 46937 | 42548 |
| 320 HOSPIRA, INC | 9642 | 17821 |
| 12700 INTEL CORP | 257810 | 267081 |
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 | 387276 | StateLocalSecuritiesEOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT EXPENSE | 150 | 150 | 0 |
| FILING FEES | 75 | 0 | 75 |
| PAYROLL ADMINISTRATION FEES | 158 | 0 | 158 |
| LEGAL FEES | 11025 | 5512 | 5513 |
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 |