THE CHARITABLE FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: THE CHARITABLE FOUNDATION INC (EIN 95-4528536)
Tax period: 2021-05-01 to 2022-04-30
Filed: 2022-11-11
IRS object ID: 202203159349101205
Schema version: 2021v4.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-11-11T06:58:59-08:00	ReturnTs
Tax Period End	2022-04-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	813205505	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Dale T Snider	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	949 Buckaroo Ln	AddressLine1Txt
City	Bonita	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91902	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-05-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	954528536	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE CHARITABLE FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	CHAR	BusinessNameControlTxt
Phone	8587926085	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	12770 EL CAMINO REAL 100	AddressLine1Txt
City	SAN DIEGO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92130	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MARTHA MOSIER	PersonNm
Person Title	Secretary	PersonTitleTxt
Signature	2022-11-11	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	MARTHA	PersonFirstNm
Person Last	MOSIER	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DALE T SNIDER	PreparerPersonNm
PTIN	P00503016	PTIN
Phone	6194700548	PhoneNum
Self Employed	Yes (X)	SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd
Federated Assurance Level	FAL1	FederatedAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$0	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	$183,461	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$2	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$2	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$2	InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss	$183,463	TotalRevAndExpnssAmt
Total Net Invst Incm	$2	TotalNetInvstIncmAmt
Total Adj Net Incm	$2	TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss	$5,485	AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps	$5,485	AccountingFeesChrtblPrpsAmt
Occupancy Rev And Expnss	$200	OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl	$200	OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss	$1,847	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$1,847	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$7,532	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$7,532	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$150,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$150,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$158,032	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$158,032	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$25,431	ExcessRevenueOverExpensesAmt
Net Investment Income	$2	NetInvestmentIncomeAmt
Adjusted Net Income	$2	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$45,716	CashBOYAmt
Cash EOY	$60,738	CashEOYAmt
Acct Rcvbl	$10,553	AcctRcvblAmt
Acct Rcvbl BOY	$93	AcctRcvblBOYAmt
Acct Rcvbl EOY	$10,553	AcctRcvblEOYAmt
Total Assets BOY	$45,809	TotalAssetsBOYAmt
Total Assets EOY	$71,291	TotalAssetsEOYAmt
Total Assets EOYFMV	$0	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$525	AccountsPayableBOYAmt
Accounts Payable EOY	$576	AccountsPayableEOYAmt
Total Liabilities BOY	$525	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$576	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$45,284	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$70,715	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$45,284	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$70,715	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$45,809	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$71,291	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$45,284	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$25,431	ExcessRevenueOverExpensesAmt
Subtotal	$70,715	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$70,715	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt
Applied To ES Tax	$0	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	false	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	CA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	BRENT CONSEDINE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8587926085	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	12770 EL CAMINO REAL 100	AddressLine1Txt
City	SAN DIEGO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92130	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
KATHY KING
12770 EL CAMINO REAL 100	SAN DIEGO	CA	92130	CEO	2.00	$0
MARTHA MOSIER
12770 EL CAMINO REAL 100	SAN DIEGO	CA	92130	Secretary	2.00	$0
BRENT CONSEDINE
12770 EL CAMINO REAL 100	SAN DIEGO	CA	92130	Treasurer	2.00	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$53,227	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$53,227	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$53,227	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$798	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$52,429	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$2,621	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$2,621	MinimumInvestmentReturnAmt
Distributable Before Adj	$2,621	DistributableBeforeAdjAmt
Distributable Before Ded	$2,621	DistributableBeforeDedAmt
Distributable As Adjusted	$2,621	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$158,032	ExpensesAndContributionsAmt
Qualifying Distributions	$158,032	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$2,621	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$182,075	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$214,094	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$123,320	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$110,337	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$134,121	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$763,947	TotalExcessDistributionCyovAmt
Qualifying Distributions	$158,032	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$2,621	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$155,411	RemainingDistriFromCorpusAmt
Total Corpus	$919,358	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$182,075	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$737,283	ExcessDistriCyovToNextYrAmt
Excess From Year4	$214,094	ExcessFromYear4Amt
Excess From Year3	$123,320	ExcessFromYear3Amt
Excess From Year2	$110,337	ExcessFromYear2Amt
Excess From Year1	$134,121	ExcessFromYear1Amt
Excess From Current Year	$155,411	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Field	Value	IRS element (for citing)
Recipient Person	SEE STATEMENT 2	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	SEE STATEMENT 2	AddressLine1Txt
City	SEE STATEMENT	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92130	ZIPCd

Field	Value	IRS element (for citing)
Grant Or Contribution Purpose	CHARITABLE, EDUCATIONAL, RELIGIOUS OR SCIENTIFIC PURPOSES	GrantOrContributionPurposeTxt
Amt	$150,500	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$150,500	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$2	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$2	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$2	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (7 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd
LAUREN RAVITZ
1	10547 ROUNDTREE ROAD	LOS ANGELES	CA	90064	$10,740	Yes (X)
DAVID OFFER
2	240 CHADBOURNE	LOS ANGELES	CA	90049	$17,174	Yes (X)
ANDREW MANNING INC
3	4036 CONTRERA ROAD	ENCINO	CA	91436	$12,055	Yes (X)
BRIAN JOY
4	3244 OAKDELL ROAD	STUDIO CITY	CA	91604	$5,662	Yes (X)
THOMAS O'ROURKE
5	9044 BURROUGHS ROAD	LOS ANGELES	CA	90046	$29,559	Yes (X)
NANCY SANBORN
6	10326 DUNLEER	LOS ANGELES	CA	90064	$5,593	Yes (X)
BERKSHIRE HATHAWAY HOMESERVICES CA
7	12770 EL CAMINO REAL 100	SAN DIEGO	CA	92130	$18,550	Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BOOKKEEPING	$5,085	$0	$0	$5,085
TAX PREP FEES	$400	$0	$0	$400

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	FUNDRAISING FEES	Desc
Revenue And Expenses Per Books	$1,847	RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps	$1,847	DisbursementsCharitablePrpsAmt

THE CHARITABLE FOUNDATION INC: Form 990PF, tax year 2021

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient US Address RecipientUSAddress

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp (7 entries)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Comments