Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
CHARLEYS KIDS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)5000 ARLINGTON CENTRE BLVD 5300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COLUMBUS, OH43220
A Employer identification number

82-2589532
B Telephone number (see instructions)

(614) 923-4700
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$10,742,599J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,542,124
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 86,748 112,457  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -80,498
b Gross sales price for all assets on line 6a 2,399,351
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
147,029 176,286  
12 Total. Add lines 1 through 11........ 1,695,403 288,743  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 145,295 0   145,295
15 Pension plans, employee benefits....... 23,438 0   23,438
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
420 0   420
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
47,464 4,745   42,719
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
4,846 0   4,846
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
16,156 0   7,801
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 40,494 0   40,494
21 Travel, conferences, and meetings....... 1,554 0   1,554
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,707 6,538   8,707
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 288,374 11,283   275,274
25 Contributions, gifts, grants paid....... 586,625 586,625
26 Total expenses and disbursements. Add lines 24 and 25 874,999 11,283   861,899
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 820,404
b Net investment income (if negative, enter -0-) 277,460
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,442,414 716,543 716,543
2 Savings and temporary cash investments......... 107,685 137,845 137,845
3 Accounts receivable right arrow247,911
Less: allowance for doubtful accounts right arrow   347,538 247,911 247,911
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 3,119,432 4,766,461 4,766,461
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 594,118 Click to see attachment
List of Attached Documents:
// Content
838,139 		838,139
b Investments—corporate stock (attach schedule)....... 978,964 Click to see attachment
List of Attached Documents:
// Content
1,123,450 		1,123,450
c Investments—corporate bonds (attach schedule)....... 874,781 Click to see attachment
List of Attached Documents:
// Content
1,035,663 		1,035,663
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,783,443 Click to see attachment
List of Attached Documents:
// Content
1,648,137 		1,648,137
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
193,452 		Click to see attachment
List of Attached Documents:
// Content
228,450 		Click to see attachment
List of Attached Documents:
// Content
228,450
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,441,827 10,742,599 10,742,599
Liabilities 17 Accounts payable and accrued expenses.......... 427 824
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
193,452 		Click to see attachment
List of Attached Documents:
// Content
235,428
23 Total liabilities (add lines 17 through 22)......... 193,879 236,252
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 9,247,948 10,506,347
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 9,247,948 10,506,347
30 Total liabilities and net assets/fund balances (see instructions). 9,441,827 10,742,599
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
9,247,948
2
Enter amount from Part I, line 27a .....................
2
820,404
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
437,995
4
Add lines 1, 2, and 3 ..........................
4
10,506,347
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
10,506,347
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b FLOWTHROUGH FROM PARTNERSHIPS      
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,399,351 0 2,479,849 -80,498
b     15,449 -15,449
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -80,498
b       -15,449
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -95,947
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 3,857
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,857
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,857
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 150
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 5,993
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow5,993 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowCHARLEYSKIDS.ORG
14
The books are in care ofright arrowCANDRA ALISISWANTO Telephone no.right arrow (614) 923-4700

Located atright arrow5000 ARLINGTON CENTRE BLVD 5300COLUMBUSOH ZIP+4right arrow43220
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
CHARLEY M SHIN PRESIDENT/EXECUTIVE DIRECTOR
10.00 		0 0 0
5000 ARLINGTON CENTRE STE 5300
COLUMBUS,OH43220
CANDRA ALISISWANTO TREASURER/DIRECTOR
10.00 		0 0 0
5000 ARLINGTON CENTRE STE 5300
COLUMBUS,OH43220
KYU CHANG HAN SECRETARY/DIRECTOR
10.00 		0 0 0
5000 ARLINGTON CENTRE STE 5300
COLUMBUS,OH43220
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
3,849,571
b
Average of monthly cash balances.......................
1b
989,848
c
Fair market value of all other assets (see instructions)................
1c
509,958
d
Total (add lines 1a, b, and c).........................
1d
5,349,377
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
5,349,377
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
80,241
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,269,136
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
263,457
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
263,457
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,857
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,857
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
259,600
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
259,600
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
259,600
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
861,899
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
861,899
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 259,600
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019...... 68,014
c From 2020...... 128,316
d From 2021...... 384,760
e From 2022...... 639,104
f Total of lines 3a through e ........ 1,220,194
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 861,899
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		Click to see attachment
List of Attached Documents:
// Content
0
d Applied to 2023 distributable amount..... 259,600
e Remaining amount distributed out of corpus 602,299
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,822,493
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,822,493
10 Analysis of line 9:
a Excess from 2019.... 68,014
b Excess from 2020.... 128,316
c Excess from 2021.... 384,760
d Excess from 2022.... 639,104
e Excess from 2023.... 602,299
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
CHARLEY M SHIN
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
HELENA DAMERON
5500 ARLINGTON CENTRE BLVD STE 5300
COLUMBUS,OH43220
(614) 923-4700
CHARLEYSKIDS@CHARLEYS.COM
bThe form in which applications should be submitted and information and materials they should include:
CHARLEYS KIDS FOUNDATION'S GRANT APPLICATION CAN BE COMPLETED AND SUBMITTED AT WWW.CHARLEYSKIDS.ORG.
cAny submission deadlines:
APPLICATION CYCLES OPEN IN OCTOBER ON AN ANNUAL BASIS.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
CHARLEYS KIDS FOUNDATION ONLY GIVES ONE-YEAR DONATIONS WITH THE OPTION OF REAPPLICATION. WE DO NOT FUND THE ENTIRE PROGRAM COST. WE AWARD GRANTS RANGING FROM $500 - $10,000. ALL APPLICANTS MUST: 1. BE A REGISTERED 501(C)(3) ORGANIZATION; 2. PROVIDE EDUCATION, FOOD, AND/OR MENTORSHIP TO KIDS AT LEAST TWICE A WEEK TO CHILDREN IN NEED; AND 3. APPLY FOR FUNDING FOR A PROGRAM EXISTING FOR A MINIMUM OF THREE YEARS. FINALLY, WHEN POSSIBLE, WE PREFER GIVING MONTHLY (RATHER THAN ONE-TIME DONATIONS) TO STAY CONNECTED AND LEARN ABOUT THE DIFFERENCE WE ARE MAKING IN THE LIVES OF CHILDREN TOGETHER.
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ACADEMIC LEARNING CENTER

PO BOX 1881
CONCORD,NC28025 		N/A PC EDUCATION: TUTORING 10,022

ARIZONA BRAINFOOD INC

PO BOX 242
MESA,AZ852110242 		N/A PC FOOD: WEEKEND BACKPACK 10,022

ASIAN-AMERICAN COMMUNITY SERVICES

4700 REED RD STE B
UPPER ARLINGTON,OH43220 		N/A PC MENTORING: AFTERSCHOOL 25,952

ASIA'S HOPE

296 W 4TH AVE
COLUMBUS,OH43201 		N/A PC EDUCATION: COLLEGE AND CAREER 15,022

BRIGHT PROSPECTS

1460 E HOLT AVE STE 74
POMONA,CA91767 		N/A PC EDUCATION: COLLEGE AND CAREER 10,022

CASA HOGAR FRIENDS OF

410 NEVADA WAY STE 280
BOULDER CITY,NV89005 		N/A PC MENTORING: LIFE SKILLS 50,022

CENTRAL OHIO YOUTH FOR CHRIST INC

5000 ARLINGTON CENTER BLVD BOX 9B
COLUMBUS,OH43220 		N/A PC MENTORING: LIFE SKILLS 20,022

CHILDREN AT RISK

2900 WESLYAN STE 400
HOUSTON,TX77027 		N/A PC EDUCATION: TUTORING 10,022

COLLEGE BOUND DC

128 M STREET NW SUITE 220
WASHINGTON,DC20001 		N/A PC EDUCATION: COLLEGE AND CAREER 10,022

COLLEGE BOUND INC

110 NORTH JEFFERSON STREET
ST LOUIS,MO63103 		N/A PC EDUCATION: COLLEGE AND CAREER 12,022

CONNECTIKIDS INC

814 ASYLUM AVENUE
HARTFORD,CT06105 		N/A PC AFTER SCHOOL 10,022

CREATE YOUR OWN DREAM

887 W MARIETTA ST NW T-108
ATLANTA,GA30318 		N/A PC EDUCATION: TUTORING 10,022

DEGREES OF CHANGE

1102 COMMERCE ST SUITE 400
TACOMA,WA98402 		N/A PC EDUCATION: COLLEGE AND CAREER 10,022

ELEVATE NEW YORK

1047 BROADWAY 26TH FLOOR
NEW YORK,NY10018 		N/A PC EDUCATION: COLLEGE AND CAREER 10,022

ELEVATE ORLANDO

PO BOX 940633
MAITLAND,FL32794 		N/A PC EDUCATION: COLLEGE AND CAREER 15,022

ELEVATE PHOENIX

3750 W INDIAN SCHOOL RD
PHOENIX,AZ85019 		N/A PC EDUCATION: COLLEGE AND CAREER 10,022

ENROOT INC

99 BISHOP ALLEN DRIVE UNIT 129
CAMBRIDGE,CT02139 		N/A PC EDUCATION: COLLEGE AND CAREER 10,022

FOR LOVE OF CHILDREN

1301 PENNSYLVANIA AV SE
WASHINGTON,DC20003 		N/A PC EDUCATION: TUTORING 10,022

FRIENDS OF THE CHILDREN NEW YORK

204 A W 115TH STREET
NEW YORK,NY10026 		N/A PC EDUCATION: TUTORING 10,022

HEART FOR LEBANON FOUNDATION

PO BOX 1294
BLACK MOUNTAIN,NC28711 		N/A PC MENTORING: LIFE SKILLS 8,662

IMENTOR CHICAGO

515 N STATE STREET 14TH FLOOR
CHICAGO,IL60654 		N/A PC EDUCATION: COLLEGE AND CAREER 15,022

KID POWER INC

400 E ST SW
WASHINGTON,DC20024 		N/A PC MENTORING: AFTERSCHOOL 14,522

KIDS PACK INC

3725 FRONTAGE ROAD N 1
LAKELAND,FL33810 		N/A PC FOOD: SUPPLEMENTAL 10,021

LIFEWISE ACADEMY

5375 GRACE STREET
HILLIARD,OH43026 		N/A PC MENTORING: LIFE SKILLS 22,022

LITTLE LIGHTS URBAN MINISTRY

760 7TH STREET SE
WASHINGTON,DC20003 		N/A PC MENTORING: LIFE SKILLS 10,022

LOWER LIGHTS

1066 BELLOWS AVENUE
COLUMBUS,OH43223 		N/A PC MENTORING: LIFE SKILLS 10,022

MOUNTAIN PARK BAPTIST CHURCH

16461 S 48TH STREET
PHOENIX,AZ85048 		N/A PC FOOD: SUPPLEMENTAL 10,022

NATIONAL RESTAURANT ASSOC FOUNDATION

2055 L ST NW STE 650
WASHINGTON,DC20036 		N/A PC FOOD: CAREER 10,022

NATIVE AMERICAN ADVANCEMENT FOUNDATION INC

6262 N SWAN ROAD SUITE 135
TUCSON,AZ85718 		N/A PC MENTORING: AFTERSCHOOL 10,022

NEHEMIAH CENTER INC

5015 FANNIN STREET
HOUSTON,TX77004 		N/A PC EDUCATION: TUTORING 10,022

OPEN DOORS ACADEMY

1427 EAST 36TH STREET 4206A
CLEVELAND,OH44114 		N/A PC EDUCATION: TUTORING 10,022

OUTCAST DANCE COMPANY INC

4103 W ADAMS BLVD
LOS ANGELES,CA90018 		N/A PC AFTER SCHOOL 10,022

PATHWAYS INTERNATIONAL

248 MOKAUEA
ST HONOLULU,HI96819 		N/A PC EDUCATION: TUTORING 10,022

POMONA HOPE

401 N GIBBS ST
POMONA,CA91767 		N/A PC MENTORING: AFTERSCHOOL 10,722

RAPHA INTERNATIONAL

PO BOX 1569
JOPLIN,MO64802 		N/A PC RAPHA INTERNATIONAL 15,022

RIGHT MOVES FOR YOUTH

2211 EXECUTIVE STREET STE E
CHARLOTTE,NC28208 		N/A PC MENTORING: LIFE SKILLS 10,022

SLAVIC FULL GOSPEL CHURCH

5851 E WALLINGS ROAD
BROADVIEW HEIGHTS,OH44147 		N/A PC FOOD SUPPLEMENTAL 1,844

THE FISHING SCHOOL

4737 MEADE STREET NE
WASHINGTON,DC20019 		N/A PC EDUCATION: TUTORING 10,022

THE PITTSBURGH PROMISE

1901 CENTRE AVENUE
PITTSBURGH,PA15219 		N/A PC EDUCATION: COLLEGE AND CAREER 10,022

THE REFUGEE RESPONSE

2054 WEST 47TH STREET
CLEVELAND,OH44102 		N/A PC MENTORING: LIFE SKILLS 20,022

THE WOODEN FLOOR

1810 N MAIN STREET
SANTA ANA,CA92706 		N/A PC AFTER SCHOOL 10,022

URBAN RANGER CORPS

5908 SWOPE PARKWAY
KANSAS CITY,MO64130 		N/A PC MENTORING: LIFE SKILLS 10,022

URBANPROMISE CHARLOTTE

PO BOX 12213
CHARLOTTE,NC28220 		N/A PC EDUCATION: TUTORING 10,022

WELLSPRING DETROIT

16742 LAMPHERE
DETROIT,MI48219 		N/A PC EDUCATION: TUTORING 10,022

WINGS OF HOPE INC

18370 WINGS OF HOPE BLVD
CHESTERFIELD,MO63005 		N/A PC EDUCATION: TUTORING 10,022

YOUNG LIFE COLUMBUS

1200 CHAMBERS ROAD
COLUMBUS,OH43212 		N/A PC MENTORING: LIFE SKILLS 20,022

ZOE INTERNATIONAL

PO BOX 221510
SANTA CLARITA,CA91322 		N/A PC MENTORING: LIFE SKILLS 10,022
Total .................................right arrow 3a 586,625
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 86,748  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 147,029  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -80,498  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 153,279 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
153,279
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
CHARLEYS KIDS FOUNDATION
 
Employer identification number

82-2589532
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
CHARLEYS KIDS FOUNDATION
  		Employer identification number
82-2589532
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
GOSH ENTERPRISES
 
5000 ARLINGTON CENTRE STE 5300
 
COLUMBUS, OH43320

$ 921,250


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
BIBIBOP
 
5000 ARLINGTON CENTRE STE 5300
 
COLUMBUS, OH43220

$ 213,268


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
CHARLEYS KIDS FOUNDATION
  		Employer identification number

82-2589532
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
CHARLEYS KIDS FOUNDATION
  		Employer identification number

82-2589532
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
CHARLEYS KIDS FOUNDATION
EIN:
82-2589532
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 47,464 4,745   42,719

TY 2023 DistributionFromCorpusElection
Name:
CHARLEYS KIDS FOUNDATION
EIN:
82-2589532
Election:
PURSUANT TO REG. 53.4942(A)-3(C)(2)(IV), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT, AS A CURRENT CORPUS DISTRIBUTION, THE FOLLOWING UNUSED PRIOR TAX YEARS' DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTIONS UNDER REG. 53.4942(A)-3(D)(1)(III) IN TAX YEARS 2018 AND 2019 IN THE AMOUNT OF $386,000.

TY 2023 InvestmentsCorpBondsSchedule
Name:
CHARLEYS KIDS FOUNDATION
EIN:
82-2589532
Name of Bond End of Year Book Value End of Year Fair Market Value
AMERICAN TOWER CORP 31,095 31,095
ARCELORMITTAL SA NT 32,499 32,499
BALL CORP GTS 29,970 29,970
BANK AMER CORP 29,717 29,717
BECTON DICKINSON & CO FXT RT SR 19,807 19,807
BOEING CO SR 29,852 29,852
BUCKEYE PARTNERS 38,000 38,000
CENTENE CORP DEL SR 28,918 28,918
CHENIERE CORPUS CHRISTI HLDGS LLC 30,067 30,067
DEERE JOHN CAP CORP 29,726 29,726
DELL INTL LLC 30,709 30,709
EMBRAER NETHERLANDS BV 29,808 29,808
ENERGY TRANSFER OPER 30,388 30,388
EXPEDIA GROUP INC SR NT 29,873 29,873
GOLDMAN SACHS GROUP INC 29,997 29,997
JABIL INC SR NT 29,221 29,221
JPMORGAN CHASE & CO. 31,067 31,067
MATTEL INC 28,532 28,532
META PLATFORMS INC 28,577 28,577
MORGAN STANLEY FXD RT SUB NT 29,962 29,962
NEWWELL BRANDS INC 29,596 29,596
NEXTERA ENERGY CAP HLDGS 30,283 30,283
OCCIDENTAL PETE CORP 30,169 30,169
OLIN CORP FXD SR 39,034 39,034
ORACLE CORP 32,686 32,686
PHILIP MORRIS INTL INC 30,556 30,556
PHILLIPS 66 GTS 29,517 29,517
SUZANO AUSTRIA GMBH 30,376 30,376
TAKE-TWO INTERACTIVE SOFTWARE INC SR NT 30,248 30,248
T-MOBILE USA INC 30,290 30,290
TWILIO INC NT 27,367 27,367
VMWARE INC FXD RT SR 29,765 29,765
WALGREENS BOOTS ALLIANCE INC 35,290 35,290
WELLS FARGO & CO MEDIUM TERM SR NTS 32,701 32,701

TY 2023 InvestmentsCorpStockSchedule
Name:
CHARLEYS KIDS FOUNDATION
EIN:
82-2589532
Name of Stock End of Year Book Value End of Year Fair Market Value
COMPASS DIVERSIFIED HOLDINGS 39,904 39,904
INVESCO DB COMMODITY INDEX 72,732 72,732
ISHARES TR CHINA LARGE-CAP ETF 50,463 50,463
ISHARES TR RUSSELL 1000 GROWTH ETF 217,676 217,676
SPDR GOLD TR GOLD SHS 43,969 43,969
SPDR S&P 500 ETF TR 698,706 698,706

TY 2023 InvestmentsGovtObligationsSch
Name:
CHARLEYS KIDS FOUNDATION
EIN:
82-2589532
US Government Securities - End of Year Book Value:

838,139
US Government Securities - End of Year Fair Market Value:

838,139
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 InvestmentsOtherSchedule2
Name:
CHARLEYS KIDS FOUNDATION
EIN:
82-2589532
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BARINGS GLOBAL SHORT DURATION FMV 73,920 73,920
CONNOR DEBT XV LLC FMV 112,500 112,500
CRESTLINE PORTFOLIO FINANCING FUND II LP FMV 125,689 125,689
DEER PARK TOTAL RETURN FMV 108,200 108,200
HAWK RIDGE PARTNERS II LP FMV 136,732 136,732
JEFFERIES DIRECT LENDING OFFSHORE FMV 57,932 57,932
MSIF GLOBAL FRANCHISE PORTFOLIO FMV 171,885 171,885
MSIF INC GROWTH PORTFOLIO FMV 72,009 72,009
PEPPERTREE CAPITAL FUND VIII LP FMV 341,063 341,063
POINT BONITA CAPITAL FUND LLC FMV 287,698 287,698
SOUND POINT FMV 73,578 73,578
SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S QP FUND LP FMV 86,931 86,931

TY 2023 LegalFeesSchedule
Name:
CHARLEYS KIDS FOUNDATION
EIN:
82-2589532
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 420 0   420


TY 2023 OtherAssetsSchedule
Name:
CHARLEYS KIDS FOUNDATION
EIN:
82-2589532
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
OPERATING RIGHT-OF-USE ASSET 193,452 228,450 228,450


TY 2023 OtherExpensesSchedule
Name:
CHARLEYS KIDS FOUNDATION
EIN:
82-2589532
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE SUPPLIES 6,957 0   6,957
OTHER EXPENSE 295 0   295
LICENSES & REGISTRATION 1,455 0   1,455
PASSTHROUGH EXPENSES 0 6,538   0


TY 2023 OtherIncomeSchedule2
Name:
CHARLEYS KIDS FOUNDATION
EIN:
82-2589532
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 147,029 147,029 0
PARTNERSHIP INCOME   29,257 0


TY 2023 OtherIncreasesSchedule
Name:
CHARLEYS KIDS FOUNDATION
EIN:
82-2589532
Description Amount
UNREALIZED GAIN 437,995


TY 2023 OtherLiabilitiesSchedule
Name:
CHARLEYS KIDS FOUNDATION
EIN:
82-2589532
Description Beginning of Year - Book Value End of Year - Book Value
OPERATING LEASE LIABILITY 193,452 235,428


TY 2023 OtherProfessionalFeesSchedule
Name:
CHARLEYS KIDS FOUNDATION
EIN:
82-2589532
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
COLUMBUS TUTORING INITIATIVE PROGRAM EXPENSES 4,846 0   4,846


TY 2023 TaxesSchedule
Name:
CHARLEYS KIDS FOUNDATION
EIN:
82-2589532
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 7,801 0   7,801
FEDERAL TAXES 8,355 0   0