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THE CHARITABLE FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THE CHARITABLE FOUNDATION INC (EIN 95-4528536)
Tax period
2019-05-01 to 2020-04-30
Filed
2021-03-11
IRS object ID
202110709349100101
Schema version
2019v5.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-03-11T05:51:33-08:00ReturnTs
Tax Period End2020-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN813205505PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Dale T Snider CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15130 Bonita Road Suite CAddressLine1Txt
CityBonitaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91902ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-05-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954528536EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CHARITABLE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHARBusinessNameControlTxt
Phone8587926085PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112770 EL CAMINO REALAddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92130ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARTHA MOSIERPersonNm
Person TitleSecretaryPersonTitleTxt
Signature2021-03-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDale SniderPreparerPersonNm
PTINP00503016PTIN
Phone6194700548PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$41,106FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$121,794ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$121,794TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,520AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,520AccountingFeesChrtblPrpsAmt
Occupancy Rev And Expnss$1,198OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$1,198OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$7,329OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$7,329OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,047TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,047TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$102,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$102,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$112,047TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$112,047TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$9,747ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$28,915CashBOYAmt
Cash EOY$40,415CashEOYAmt
Cash EOYFMV$40,415CashEOYFMVAmt
Acct Rcvbl$691AcctRcvblAmt
Acct Rcvbl BOY$2,344AcctRcvblBOYAmt
Acct Rcvbl EOY$691AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$691AcctRcvblEOYFMVAmt
Total Assets BOY$31,259TotalAssetsBOYAmt
Total Assets EOY$41,106TotalAssetsEOYAmt
Total Assets EOYFMV$41,106TotalAssetsEOYFMVAmt
Accounts Payable EOY$100AccountsPayableEOYAmt
Total Liabilities EOY$100TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$31,259NoDonorRstrNetAssestsBOYAmt
Tot Net Ast Or Fund Balances BOY$31,259TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$41,006TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$31,259TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$41,106TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$31,259TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$9,747ExcessRevenueOverExpensesAmt
Subtotal$41,006SubtotalAmt
Tot Net Ast Or Fund Balances EOY$41,006TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$124,825AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$30,097NetVlNoncharitableAssetsYr1Amt
Distribution Yr14.14742DistributionYr1Rt
Adjusted Qlfy Distri Yr2$215,848AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$35,078NetVlNoncharitableAssetsYr2Amt
Distribution Yr26.15337DistributionYr2Rt
Adjusted Qlfy Distri Yr3$184,095AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$40,405NetVlNoncharitableAssetsYr3Amt
Distribution Yr34.55624DistributionYr3Rt
Adjusted Qlfy Distri Yr4$202,575AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$47,133NetVlNoncharitableAssetsYr4Amt
Distribution Yr44.29794DistributionYr4Rt
Adjusted Qlfy Distri Yr5$191,054AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$51,804NetVlNoncharitableAssetsYr5Amt
Distribution Yr53.68802DistributionYr5Rt
Total Distribution22.842998TotalDistributionRt
Average Distribution4.568600AverageDistributionRt
Net Vl Noncharitable Assets$34,194NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$156,219AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$156,219AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$112,047QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BRENT CONSENDINEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8587926085PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line112770 EL CAMINO REAL 100AddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92130ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
KATHY KING
12770 EL CAMINO REAL 100SAN DIEGOCA92130President2.00$0
MARTHA MOSIER
12770 EL CAMINO REAL 100SAN DIEGOCA92130Secretary2.00$0
BRENT CONSENDINE
12770 EL CAMINO REAL 100SAN DIEGOCA92130Treasurer2.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$34,715AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$34,715TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$34,715AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$521CashDeemedCharitableAmt
Net Vl Noncharitable Assets$34,194NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,710MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,710MinimumInvestmentReturnAmt
Distributable Before Adj$1,710DistributableBeforeAdjAmt
Distributable Before Ded$1,710DistributableBeforeDedAmt
Distributable As Adjusted$1,710DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$112,047ExpensesAndContributionsAmt
Qualifying Distributions$112,047QualifyingDistributionsAmt
Adjusted Qualifying Distri$112,047AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,710DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$188,464ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$200,218ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$182,075ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$214,094ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$123,320ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$908,171TotalExcessDistributionCyovAmt
Qualifying Distributions$112,047QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,710AppliedToCurrentYearAmt
Remaining Distri From Corpus$110,337RemainingDistriFromCorpusAmt
Total Corpus$1,018,508TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$188,464ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$830,044ExcessDistriCyovToNextYrAmt
Excess From Year4$200,218ExcessFromYear4Amt
Excess From Year3$182,075ExcessFromYear3Amt
Excess From Year2$214,094ExcessFromYear2Amt
Excess From Year1$123,320ExcessFromYear1Amt
Excess From Current Year$110,337ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonSEE STATEMENT 4RecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1SEE STATEMENT 4AddressLine1Txt
CitySEE STATEMENTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92130ZIPCd
FieldValueIRS element (for citing)
Grant Or Contribution PurposeCHARITABLE, EDUCATIONAL, RELIGIOUS OR SCIENTIFIC PURPOSESGrantOrContributionPurposeTxt
Amt$102,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$102,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
DAVID OFFER
1240 CHADBOURNELOS ANGELESCA90049$11,752Yes (X)
ANDREW MANNING INC
216103 CLEAR OAK DRENCINOCA91436$5,458Yes (X)
BERKSHIRE HATHAWAY HOMESERVICES CA
312770 EL CAMINO REAL 100SAN DIEGOCA92130$10,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BOOKKEEPING$1,120$0$0$1,120
TAX PREP FEES$400$0$0$400

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFUNDRAISING FEESDesc
Revenue And Expenses Per Books$7,329RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$7,329DisbursementsCharitablePrpsAmt

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