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THE CHARITABLE FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
THE CHARITABLE FOUNDATION INC (EIN 95-4528536)
Tax period
2016-05-01 to 2017-04-30
Filed
2017-12-13
IRS object ID
201703479349100700
Schema version
2016v3.0
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)
Return2017-12-13T10:28:52-08:00ReturnTs
Tax Period End2017-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2016-05-01TaxPeriodBeginDt

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 Line112544 HIGH BLUFF DRIVEAddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92130ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCANDACE BROWNPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2017-10-25SignatureDt
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)
Tax2016TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$40,774FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$181,807ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$181,807TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$400AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$400AccountingFeesChrtblPrpsAmt
Occupancy Rev And Expnss$919OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$919OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$23,976OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$23,976OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$25,295TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$25,295TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$158,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$158,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$184,095TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$184,095TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,288ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$43,011CashBOYAmt
Cash EOY$39,029CashEOYAmt
Cash EOYFMV$39,029CashEOYFMVAmt
Acct Rcvbl$1,745AcctRcvblAmt
Acct Rcvbl EOY$1,745AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$1,745AcctRcvblEOYFMVAmt
Total Assets BOY$43,011TotalAssetsBOYAmt
Total Assets EOY$40,774TotalAssetsEOYAmt
Total Assets EOYFMV$40,774TotalAssetsEOYFMVAmt
Accounts Payable EOY$51AccountsPayableEOYAmt
Total Liabilities EOY$51TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$43,011UnrestrictedBOYAmt
Unrestricted EOY$40,723UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$43,011TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$40,723TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$43,011TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$40,774TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$43,011TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,288ExcessRevenueOverExpensesAmt
Subtotal$40,723SubtotalAmt
Tot Net Ast Or Fund Balances EOY$40,723TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$202,575AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$47,133NetVlNoncharitableAssetsYr1Amt
Distribution Yr14.29794DistributionYr1Rt
Adjusted Qlfy Distri Yr2$191,054AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$51,804NetVlNoncharitableAssetsYr2Amt
Distribution Yr23.68802DistributionYr2Rt
Adjusted Qlfy Distri Yr3$203,158AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$58,148NetVlNoncharitableAssetsYr3Amt
Distribution Yr33.49381DistributionYr3Rt
Adjusted Qlfy Distri Yr4$176,876AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$65,024NetVlNoncharitableAssetsYr4Amt
Distribution Yr42.72017DistributionYr4Rt
Adjusted Qlfy Distri Yr5$109,456AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$64,134NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.70668DistributionYr5Rt
Total Distribution15.906611TotalDistributionRt
Average Distribution3.181322AverageDistributionRt
Net Vl Noncharitable Assets$40,405NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$128,541AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$128,541AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$184,095QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
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
Form990 T FiledfalseForm990TFiledInd
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 Line1CANDACE BROWNBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8587926085PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line112544 HIGH BLUFF DRIVE 420AddressLine1Txt
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

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
12544 HIGH BLUFF DR 420SAN DIEGOCA92130CEO0.00$0
MARTHA MOSIER
12544 HIGH BLUFF DR 420SAN DIEGOCA92130Secretary0.00$0
CANDACE BROWN
12544 HIGH BLUFF DR 420SAN DIEGOCA92130Treasurer0.00$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$41,020AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$41,020TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$41,020AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$615CashDeemedCharitableAmt
Net Vl Noncharitable Assets$40,405NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,020MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,020MinimumInvestmentReturnAmt
Distributable Before Adj$2,020DistributableBeforeAdjAmt
Distributable Before Ded$2,020DistributableBeforeDedAmt
Distributable As Adjusted$2,020DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$184,095ExpensesAndContributionsAmt
Qualifying Distributions$184,095QualifyingDistributionsAmt
Adjusted Qualifying Distri$184,095AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,020DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$106,250ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$173,625ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$200,251ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$188,464ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$200,218ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$868,808TotalExcessDistributionCyovAmt
Qualifying Distributions$184,095QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,020AppliedToCurrentYearAmt
Remaining Distri From Corpus$182,075RemainingDistriFromCorpusAmt
Total Corpus$1,050,883TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$106,250ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$944,633ExcessDistriCyovToNextYrAmt
Excess From Year4$173,625ExcessFromYear4Amt
Excess From Year3$200,251ExcessFromYear3Amt
Excess From Year2$188,464ExcessFromYear2Amt
Excess From Year1$200,218ExcessFromYear1Amt
Excess From Current Year$182,075ExcessFromCurrentYearAmt

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$158,800Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$158,800TotalGrantOrContriPdDurYrAmt

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 (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
DAVID OFFER
1240 CHADBOURNELOS ANGELESCA90049$10,728Yes (X)
ANDREW MANNING INC
216103 CLEAR OAK AVEENCINOCA91436$5,445Yes (X)
MATT EPSTEIN
313436 VENTURA BLVDSHERMAN OAKSCA91423$6,228Yes (X)
NANCY SANBORN
410326 DUNLEERLOS ANGELESCA90064$5,212Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEESCategoryTxt
Amt$400Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$400DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEES$80$80
FUNDRAISING FEES$23,896$23,896

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