BANCHIK FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BANCHIK FAMILY FOUNDATION (EIN 95-4653371)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202413209349106921
- Schema version
- 2023v5.1
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T16:35:40-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953404284 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIRSCH KOHN & BRIDGE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21800 OXNARD STREET SUITE 900 | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 913677108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954653371 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANCHIK FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BANC | BusinessNameControlTxt |
| Phone | 3108205443 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10877 WILSHIRE BLVD STE 1105 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD BANCHIK | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3108205443 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEON GENDELMAN | PreparerPersonNm |
| PTIN | P00448477 | PTIN |
| Phone | 8189076500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $103,823 | 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 | $913,296 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $561 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $561 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $561 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,715 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,715 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,715 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$8,001 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,118,115 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $907,571 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,276 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,276 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,018 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $16,018 | LegalFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $623 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $623 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $56 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,288 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,800 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,985 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,423 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,018 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $824,956 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $824,956 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $843,941 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,423 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $840,974 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $63,630 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,276 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $176 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $51,722 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,722 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $9,534 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $9,534 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $9,534 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $37,183 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $42,567 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,710 | TotalAssetsBOYAmt |
| Total Assets EOY | $98,439 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $103,823 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $116,125 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $167,751 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $116,125 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $167,751 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | -$106,415 | CapitalStockBOYAmt |
| Capital Stock EOY | -$106,415 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $37,103 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | -$106,415 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | -$69,312 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,710 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $98,439 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | -$106,415 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $63,630 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | -$42,785 | SubtotalAmt |
| Other Decreases | $26,527 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | -$69,312 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 700 SHS CHARLES SCHWAB CORPORATIONCHARLES SCHWAB CORPORATIONCHARLES SCHW | P | 2020-03-23 | 2023-01-03 | $58,120 | $58,055 | $65 | $65 |
| 450 SHS APPLE INC | P | 2023-03-09 | 2023-01-03 | $56,024 | $56,556 | -$532 | -$532 |
| 500 SHS JACOBS SOLUTIONS INC | P | 2020-05-13 | 2023-01-04 | $61,089 | $60,542 | $547 | $547 |
| 150 SHS SERVICENOW INC | P | 2020-02-28 | 2023-01-04 | $58,642 | $57,917 | $725 | $725 |
| 850 SHS APPLE INC | P | 2020-03-09 | 2023-02-22 | $125,857 | $126,339 | -$482 | -$482 |
| 500 SHS APPLE INC | P | 2020-03-09 | 2023-02-21 | $74,939 | $76,430 | -$1,491 | -$1,491 |
| 50 SHS MARRIOTT INTERNATIONAL INC | P | 2021-06-28 | 2023-08-24 | $10,082 | $10,163 | -$81 | -$81 |
| 200 SHS ABBVIE INC | P | 2016-12-28 | 2023-08-24 | $29,285 | $29,416 | -$131 | -$131 |
| 200 SHS HILTON HOTELS CORPORATION | P | 2021-05-06 | 2023-08-29 | $29,598 | $29,974 | -$376 | -$376 |
| 150 SHS MARRIOTT INTERNATIONAL INC | P | 2016-06-28 | 2023-09-05 | $30,373 | $30,488 | -$115 | -$115 |
| 1250 SHS VANGUARD DIVIDEND APPRECIATION INDEX FUND ET | P | 2016-12-28 | 2023-09-05 | $203,424 | $204,788 | -$1,364 | -$1,364 |
| 800 SHS VANGUARD SMALL CAP CALUEET | P | 2020-05-26 | 2023-03-09 | $130,682 | $135,448 | -$4,766 | -$4,766 |
| 150,000 SHS SCHWAB TREASURY OBLIG MO NEY INV | P | $150,000 | $150,000 | $0 | $0 | ||
| 100,000 SHS SCHWAB TREASURY OBLIG MO NEY INV | P | $100,000 | $100,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$8,001 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$532 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $707 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $707 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $707 | OverpaymentAmt |
| Applied To ES Tax | $707 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HOWARD BANCHIK | IndividualWithBooksNm |
| Phone | 3108205443 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10877 WILSHIRE BLVD STE 1105 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HOWARD BANCHIK | ||||||||
| 10877 WILSHIRE BLVD STE 1105 | LOS ANGELES | CA | 90024 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| RANDALL BANCHIK | ||||||||
| 10877 WILSHIRE BLVD STE 1105 | LOS ANGELES | CA | 90024 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ANISSA SIEGEL | ||||||||
| 10877 WILSHIRE BLVD STE 1105 | LOS ANGELES | CA | 90024 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $96,999 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,999 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $122,998 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $122,998 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,845 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $121,153 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,058 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,058 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $6,058 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,058 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,058 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $840,974 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $840,974 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,058 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $284,134 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $463,808 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $496,736 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $535,448 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $412,432 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,192,558 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $840,974 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,058 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $834,916 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,027,474 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $284,134 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,743,340 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $463,808 | ExcessFromYear4Amt |
| Excess From Year3 | $496,736 | ExcessFromYear3Amt |
| Excess From Year2 | $535,448 | ExcessFromYear2Amt |
| Excess From Year1 | $412,432 | ExcessFromYear1Amt |
| Excess From Current Year | $834,916 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HOWARD BANCHIK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (71 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A PLACE CALLED HOME | ||||||||||||
| 2830 S CENTRAL AV | LOS ANGELES | CA | 90010 | 501 | CHARITY | $6,000 | ||||||
| AARP FOUNDATION | ||||||||||||
| PO BOX 93207 | LONG BEACH | CA | 90809 | 501 | CHARITY | $1,250 | ||||||
| ALS NETWORK | ||||||||||||
| PO BOX 7082 | WOODLAND HILLS | CA | 91364 | 501 | CHARITY | $500 | ||||||
| ALZEIMER'S LOS ANGELES | ||||||||||||
| 4221 WILSHIRE BLVD STE 290-5 | LOS ANGELES | CA | 90010 | 501 | CHARITY | $500 | ||||||
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY | ||||||||||||
| 199 WATER ST 11TH FLOOR | NEW YORK | NY | 10038 | 501 | CHARITY | $6,000 | ||||||
| AMERICAN FRIENDS SERVICE COMMITTEE | ||||||||||||
| 15 RUTHERFORD PLACE | NEW YORK | NY | 10003 | 501 | CHARITY | $500 | ||||||
| AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE | ||||||||||||
| 6310 S SAN VICENTE BLVD 275 | LOS ANGELES | CA | 90048 | 501 | CHARITY | $5,000 | ||||||
| AMERICAN JEWISH UNIVERSITY | ||||||||||||
| 15600 MULHOLLAND DR | LOS ANGELES | CA | 90077 | 501 | CHARITY | $1,000 | ||||||
| AVIVA FAMILY AND CHILDREN'S SERVICES | ||||||||||||
| 7120 FRANKLIN AVE | LOS ANGELES | CA | 90046 | 501 | CHARITY | $5,000 | ||||||
| BEIT T'SHUVAH | ||||||||||||
| 8831 VENICE BLVD | LOS ANGELES | CA | 90034 | 501 | CHARITY | $10,000 | ||||||
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | 501 | CHARITY | $10,000 | ||||||
| BUREAU JEWISH EDUCATION | ||||||||||||
| ONE FEDERATION WAY SUITE 205 | IRVINE | CA | 92603 | 501 | CHARITY | $1,000 | ||||||
| CALIFORNIA COMMUNITY FOUNDATION | ||||||||||||
| 221 S FIGUEROA ST 400 | LOS ANGELES | CA | 90012 | 501 | CHARITY | $10,000 | ||||||
| CALIFORNIA JAZZ FOUNDATION | ||||||||||||
| 13205 CHELTENHAM DR | SHERMAN OAKS | CA | 91423 | 501 | CHARITY | $2,000 | ||||||
| CALIFORNIA ONCOLOGY RESEARCH INSTITUTE | ||||||||||||
| 1158 26TH ST | SANTA MONICA | CA | 90403 | 501 | CHARITY | $7,500 | ||||||
| CENTER THEATRE GROUP | ||||||||||||
| 601 W TEMPLE ST | LOS ANGELES | CA | 90012 | 501 | CHARITY | $5,000 | ||||||
| CHILDRENS BURN FOUNDATION | ||||||||||||
| 5000 VAN NUYS BLVD | SHERMAN OAKS | CA | 91403 | 501 | CHARITY | $5,000 | ||||||
| COMMUNITY INITIATIVES | ||||||||||||
| 1000 BROADWAY SUITE 480 | OAKLAND | CA | 94607 | 501 | CHARITY | $15,250 | ||||||
| COMPASSION & CHOICES | ||||||||||||
| 101 SW MADISON STREET 8009 | PORTLAND | OR | 97207 | 501 | CHARITY | $500 | ||||||
| CONCERN FOUNDATION | ||||||||||||
| 11111 W OLYMPIC BLVD 214 | LOS ANGELES | CA | 90064 | 501 | CHARITY | $2,500 | ||||||
| EL NIDO FAMILY CENTERS | ||||||||||||
| 440 SHATTO PLACE SUITE 417 | LOS ANGELES | CA | 90020 | 501 | CHARITY | $1,000 | ||||||
| FIRST PLACE FOR YOUTH | ||||||||||||
| 3530 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | 501 | CHARITY | $1,000 | ||||||
| FRIENDS OF ELNET | ||||||||||||
| 641 LEXINGTON AVENUE 20TH FLOOR | NEW YORK | NY | 10022 | 501 | CHARITY | $25,000 | ||||||
| FULFILLMENT FUND | ||||||||||||
| 6100 WILSHIRE BLVD 600 | LOS ANGELES | CA | 90048 | 501 | CHARITY | $25,000 | ||||||
| GIVEBUTTER VILLAGE | ||||||||||||
| 2810 N CHURCH ST | WILMINGTION | DE | 19802 | 501 | FVASQUEZ - 11/11/24 12:02PM WORKSHEET PRIVATE FOUNDATION | $5,000 | ||||||
| GUIDE DOGS FOR THE BLIND | ||||||||||||
| PO BOX 151200 | SAN RAFAEL | CA | 94915 | 501 | CHARITY | $500 | ||||||
| HAND IN HAND | ||||||||||||
| PO BOX 80102 | PORTLAND | OR | 97280 | 501 | CHARITY | $1,000 | ||||||
| HARMONY PROJECT | ||||||||||||
| 4322 WILSHIRE BLVD 101 | LOS ANGELES | CA | 90010 | 501 | CHARITY | $306,000 | ||||||
| HEART OF THE BRAIN | ||||||||||||
| 11400 W OLYMPIC BLVD STE 590 | LOS ANGELES | CA | 90064 | 501 | CHARITY | $5,000 | ||||||
| HEBREW UNION COLLEGE | ||||||||||||
| 3077 UNIVERSITY AVE | LOS ANGELES | CA | 90007 | 501 | CHARITY | $15,000 | ||||||
| JAZZ ON THE TUBE | ||||||||||||
| PO BOX 145 | TIVOLI | NY | 12583 | 501 | CHARITY | $100 | ||||||
| JEWISH BIG BROTHERS BIG SISTERS OF LOS ANGELES | ||||||||||||
| 11150 W OLYMPIC BLVD SUITE 900 | LOS ANGELES | CA | 90064 | 501 | CHARITY | $12,500 | ||||||
| JEWISH FEDERATION OF GREATER LOS ANGELES | ||||||||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | 501 | CHARITY | $180,000 | ||||||
| JOHN WAYNE CANCER INSTITUTE AUXILIARY | ||||||||||||
| 2200 SANTA MONICA BOULEVARD | SANTA MONICA | CA | 90404 | 501 | CHARITY | $25,000 | ||||||
| KETCHUM SUN VALLEY VOLUNTEER ASSOCIATION | ||||||||||||
| PO BOX 1262 | KETCHUM | ID | 83340 | 501 | CHARITY | $1,250 | ||||||
| KIDS IN THE SPOTLIGHT | ||||||||||||
| 14200 AETNA ST | VAN NUYS | CA | 91401 | 501 | CHARITY | $5,000 | ||||||
| LAPD FOUNDATION | ||||||||||||
| 633 WEST 5TH STREET SUITE 960 | LOS ANGELES | CA | 90071 | 501 | CHARITY | $1,000 | ||||||
| LOS ANGELES FIRE DEPARTMENT | ||||||||||||
| 1700 STADIUM WAY SUITE 100 | LOS ANGELES | CA | 90012 | 501 | CHARITY | $200 | ||||||
| LOS ANGELES JAZZ SOCIETY | ||||||||||||
| 6725 SUNSET BLVD | LOS ANGELES | CA | 90028 | 501 | CHARITY | $5,000 | ||||||
| LOS ANGELES MISSION | ||||||||||||
| 303 E 5TH ST | LOS ANGELES | CA | 90013 | 501 | CHARITY | $250 | ||||||
| LOS ANGELES PHILHARMONIC HOLLYWOOD BOWL | ||||||||||||
| 151 S GRAND AVE | LOS ANGELES | CA | 90012 | 501 | CHARITY | $2,513 | ||||||
| LOS ANGELES REGIONAL FOOD BANK | ||||||||||||
| 1734 E 41ST ST | LOS ANGELES | CA | 90058 | 501 | CHARITY | $1,000 | ||||||
| MUSIC CENTER | ||||||||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | 501 | CHARITY | $2,000 | ||||||
| NEW WEST SYMPHONY | ||||||||||||
| 2100 THOUSAND OAKS BLVD D | THOUSAND OAKS | CA | 91362 | 501 | CHARITY | $5,001 | ||||||
| NORTHEAST COMMUNITY CENTER | ||||||||||||
| 1161 FRITZ DR | BETHLEHEM | PA | 18017 | 501 | CHARITY | $5,000 | ||||||
| OLIVE CREST | ||||||||||||
| 2130 E 4TH ST 200 | SANTA ANA | CA | 92705 | 501 | CHARITY | $15,000 | ||||||
| ORBIS INTERNATIONAL | ||||||||||||
| 52 VANDERBILT AVENUE 8TH FLOOR | NEW YORK | NY | 10017 | 501 | CHARITY | $500 | ||||||
| PLANNED PARENTHOOD ADVOCACY | ||||||||||||
| 400 WEST 30TH STREET | LOS ANGELES | CA | 90007 | 501 | CHARITY | $1,500 | ||||||
| SKIRBALL CENTER | ||||||||||||
| 2701 N SEPULVEDA BLVD | LOS ANGELES | CA | 90049 | 501 | CHARITY | $10,000 | ||||||
| SMILE TRAIN | ||||||||||||
| 633 3RD AVE 9TH FLOOR | NEW YORK | NY | 10017 | 501 | CHARITY | $500 | ||||||
| SPCA | ||||||||||||
| 5026 W JEFFERSON BLVD | LOS ANGELES | CA | 90016 | 501 | CHARITY | $200 | ||||||
| ST VINVENT MEALS ON WHEELS | ||||||||||||
| 2303 MIRAMAR STREET | LOS ANGELES | CA | 90057 | 501 | CHARITY | $250 | ||||||
| STEP UP ON SECOND | ||||||||||||
| 1328 2ND ST | SANTA MONICA | CA | 90401 | 501 | CHARITY | $5,000 | ||||||
| SUNVALLEY SUMMER SYMPHONY | ||||||||||||
| 120 NORTH 2ND AVENUE 103 | KETCHUM | ID | 83340 | 501 | CHARITY | $12,000 | ||||||
| THE GABRIELLA FOUNDATION | ||||||||||||
| 222 E 16TH ST SUITE E | LOS ANGELES | CA | 90015 | 501 | CHARITY | $500 | ||||||
| THE GIVENGAIN FOUNDATION | ||||||||||||
| 501 | CHARITY | $525 | VENUE CENTRALE 122 | VILLARSSUROLLON | VAUD | SZ | 1884 | |||||
| THE JAZZ SALON | ||||||||||||
| 431 W SEVENTH ST | LOS ANGELES | CA | 90014 | 501 | CHARITY | $2,125 | ||||||
| THE MAESTRO FOUNDATION | ||||||||||||
| 3025 OLYMPIC BLVD BOOKSTORE | SANTA MONICA | CA | 90404 | 501 | CHARITY | $3,000 | ||||||
| THE PAD PROJECT | ||||||||||||
| 10573 W PICO BLVD SUITE 73 | LOS ANGELES | CA | 90064 | 501 | CHARITY | $30,000 | ||||||
| THE WALLIS ANNENBERG CENTER | ||||||||||||
| 9390 N SANTA MONICA BLVD | BEVERLY HILLS | CA | 90210 | 501 | CHARITY | $1,500 | ||||||
| UCLA HILLEL | ||||||||||||
| 574 HILGARD AVE | LOS ANGELES | CA | 90024 | 501 | CHARITY | $500 | ||||||
| UNION RESCUE MISSION | ||||||||||||
| 4545 S SAN PEDRO ST | LOS ANGELES | CA | 90013 | 501 | CHARITY | $250 | ||||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||||||
| UNIVERSITY PARK CAMPUS ALM 2ND | LOS ANGELES | CA | 90089 | 501 | CHARITY | $500 | FLOOR | |||||
| VALLEY OUTREACH SYNAGOGUE | ||||||||||||
| 26668 AGOURA RD | CALABASAS | CA | 91302 | 501 | CHARITY | $2,500 | ||||||
| VENICE FAMILY CLINIC | ||||||||||||
| 604 ROSE AVENUE | VENICE | CA | 90291 | 501 | CHARITY | $1,000 | ||||||
| VISTA DEL MAR | ||||||||||||
| 3200 MOTOR AVE | LOS ANGELES | CA | 90034 | 501 | CHARITY | $500 | ||||||
| WAGS & WALKS | ||||||||||||
| 2236 FEDERAL AVE | LOS ANGELES | CA | 90064 | 501 | CHARITY | $250 | ||||||
| WELLNEST EMOTIONAL HEALTH AND WELLNESS | ||||||||||||
| 3031 S VERMONT AVENUE | LOS ANGELES | CA | 90007 | 501 | CHARITY | $1,042 | ||||||
| WOOD RIVER JEWISH COMMUNITY | ||||||||||||
| 271 LEADVILLE AVE | KETCHUM | ID | 83340 | 501 | CHARITY | $1,000 | ||||||
| WORKING DREAMS | ||||||||||||
| 118 S BEVERLY DRIVE 222 | BEVERLY HILLS | CA | 90212 | 501 | CHARITY | $7,500 | ||||||
| WORTHY BEYOND PURPOSE | ||||||||||||
| PO BOX 572876 | TARZANA | CA | 91357 | 501 | CHARITY | $2,500 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $824,956 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $561 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,715 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$8,001 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$5,725 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$5,725 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (12 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| HOWARD BANCHIK | ||||||
| 1 | 13027 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | $58,055 | Yes (X) |
| HOWARD BANCHIK | ||||||
| 2 | 13027 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | $56,556 | Yes (X) |
| HOWARD BANCHIK | ||||||
| 3 | 13027 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | $60,542 | Yes (X) |
| HOWARD BANCHIK | ||||||
| 4 | 13027 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | $57,917 | Yes (X) |
| HOWARD BANCHIK | ||||||
| 5 | 13027 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | $126,339 | Yes (X) |
| HOWARD BANCHIK | ||||||
| 6 | 13027 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | $76,430 | Yes (X) |
| HOWARD BANCHIK | ||||||
| 7 | 13027 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | $135,448 | Yes (X) |
| HOWARD BANCHIK | ||||||
| 8 | 13027 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | $40,650 | Yes (X) |
| HOWARD BANCHIK | ||||||
| 9 | 13027 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | $29,416 | Yes (X) |
| HOWARD BANCHIK | ||||||
| 10 | 13027 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | $37,183 | Yes (X) |
| HOWARD BANCHIK | ||||||
| 11 | 13027 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | $29,973 | Yes (X) |
| HOWARD BANCHIK | ||||||
| 12 | 13027 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | $204,777 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (12 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 700 SHS - CHARLES SCHWAB CORPORATION | $58,055 | 2023-01-03 |
| 2 | 450 SHS - APPLE INC | $56,556 | 2023-01-03 |
| 3 | 500 SHS - JACOBS SOLUTIONS INC | $60,542 | 2023-01-03 |
| 4 | 150 SHS - SERVICENOW INC. | $57,917 | 2023-01-03 |
| 5 | 850 SHA - APPLE INC. | $126,339 | 2023-02-21 |
| 6 | 500 SHS - APPLE INC. | $76,430 | 2023-02-16 |
| 7 | 800 SHS - VANGUARD SMALL CAP CALUE ETF. | $135,448 | 2023-02-21 |
| 8 | 200 SHS - MARRIOTT INTERNATIONAL INC. | $40,650 | 2023-08-23 |
| 9 | 200 SHS - ABBVIE INC. | $29,416 | 2023-08-23 |
| 10 | 12 SHS - BOOKING HOLDINGS INC. | $37,183 | 2023-08-23 |
| 11 | 200 SHS - HILTON HOTELS CORPORATION | $29,973 | 2023-08-23 |
| 12 | 1,250 SHS - VANGUARD DIVIDEND APPRECIATION INDEX FUND ET | $204,777 | 2023-08-30 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $37,183 | EOYBookValueAmt |
| EOYFMV | $42,567 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL AND PROFESSIONAL | CategoryTxt |
| Legal Fees | $16,018 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $16,018 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIFE INSURANCE PREMIUM | Desc |
| Amt | $26,527 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $1,800 | $1,800 | $0 | $0 |
| MISCELLANEOUS | $378 | $0 | $0 | $0 |
| SUBSCRIPTIONS | $110 | $0 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $116,125 | BOYBookValueAmt |
| EOY Book Value | $167,751 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $56 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |