STRATEGY STUDIO / PUBLIC DATA EXPLORER

PILCH FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
PILCH FAMILY FOUNDATION (EIN 30-0758146)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-08
IRS object ID
202423139349100842
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-08T15:06:40-08:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN953172477PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Groves Accountancy CorpBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line121201 Victory Blvd Ste 240AddressLine1Txt
CityCanoga ParkCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91303ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN300758146EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PILCH FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPILCBusinessNameControlTxt
Phone8189996321PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line121201 VICTORY BOULEVARD 240AddressLine1Txt
CityCANOGA PARKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91303ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBORIS I PILCHPersonNm
Person TitlePresidentPersonTitleTxt
Signature2024-11-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDARYL GROVES CPAPreparerPersonNm
PTINP00040320PTIN
Phone8189996321PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$650,301FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$74DividendsRevAndExpnssAmt
Dividends Net Invst Incm$74DividendsNetInvstIncmAmt
Dividends Adj Net Incm$74DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$39,630NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$100,903GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$39,630CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$39,630NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$39,704TotalRevAndExpnssAmt
Total Net Invst Incm$39,704TotalNetInvstIncmAmt
Total Adj Net Incm$39,704TotalAdjNetIncmAmt
Interest Rev And Expnss$882InterestRevAndExpnssAmt
Interest Net Invst Incm$882InterestNetInvstIncmAmt
Taxes Rev And Expnss$4,258TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,258TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$9,601OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$9,601OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$14,741TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,741TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$24,564ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$24,563ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$39,305TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,741TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$24,563TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$399ExcessRevenueOverExpensesAmt
Net Investment Income$24,963NetInvestmentIncomeAmt
Adjusted Net Income$39,704AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Corporate Stock BOY$80,780CorporateStockBOYAmt
Corporate Stock EOY$81,179CorporateStockEOYAmt
Corporate Stock EOYFMV$61,301CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis$589,000InvstLandCostOrOtherBasisAmt
Land Bldg Investments BOY$589,000LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$589,000LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$589,000LandBldgInvestmentsEOYFMVAmt
Total Assets BOY$669,780TotalAssetsBOYAmt
Total Assets EOY$670,179TotalAssetsEOYAmt
Total Assets EOYFMV$650,301TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$669,780NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$670,179NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$669,780TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$670,179TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$669,780TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$670,179TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$669,780TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$399ExcessRevenueOverExpensesAmt
Subtotal$670,179SubtotalAmt
Tot Net Ast Or Fund Balances EOY$670,179TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
3116 Shares Mr Cooper Group IncP2013-12-092023-02-24$97,446$61,273$36,173$36,173
21 Calls Mr Cooper Group IncP2023-01-202023-06-16$3,457$3,457$3,457
FieldValueIRS element (for citing)
Capital Gain Net Income$39,630CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$39,630NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$347InvestmentIncomeExciseTaxAmt
Subtotal$347SubtotalAmt
Tax Based On Investment Income$347TaxBasedOnInvestmentIncomeAmt
Tax Due$347TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BORIS PILCHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8189996321PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line121201 VICTORY BLVD 240AddressLine1Txt
CityCANOGA PARKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91303ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
BORIS I PILCH
793 A EAST FOOTHILL BLVD 124SAN LUIS OBISPOCA93405President1.00$0
MARIANNA PILCH
793 A EAST FOOTHILL BLVD 124SAN LUIS OBISPOCA93405Secretary1.00$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$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$347TaxBasedOnInvestmentIncomeAmt
Total Tax$347TotalTaxAmt
Distributable Before Adj$347DistributableBeforeAdjAmt
Distributable Before Ded$347DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$24,563ExpensesAndContributionsAmt
Qualifying Distributions$24,563QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$4,212ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,050ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$12,673ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$12,899ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$9,372ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$40,206TotalExcessDistributionCyovAmt
Qualifying Distributions$24,563QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$24,563RemainingDistriFromCorpusAmt
Total Corpus$64,769TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$4,212ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$60,557ExcessDistriCyovToNextYrAmt
Excess From Year4$1,050ExcessFromYear4Amt
Excess From Year3$12,673ExcessFromYear3Amt
Excess From Year2$12,899ExcessFromYear2Amt
Excess From Year1$9,372ExcessFromYear1Amt
Excess From Current Year$24,563ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBORIS I PILCHContributingManagerNm
Contributing ManagerMARIANNA PILCHContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
Chabad of SLO Cal Poly
1661 Fredericks StreetSan Luis ObispoCA93405Religious CharityPCReligious Studies$3,708
Chabad of Japan
Religious CharityEOFReligious Studies$1871-25-18 Sanno OtakuTokyo1-25-18,Sanno,OtaJA143-0023
Congregation Levi Yitzchok
875 Laureate LaneSan Louis ObispoCA93405Religious ChurchPCChurch Activities$300
Chab of Beverly Grove
9160 Beverly Blvd 201Beverly HillsCA90210Religious CharityPCReligious Studies$900
Chab of Iceland
544 Crown StreetBrooklynNY11213CulturalPCReligious Studies$540
Chab of Los Angeles
1035 S OliveLos AngelesCA90015Religious CharityPCReligious Studies$255
Mendel JCC of Boynton Beach
8500 Jog RoadBoynton BeachFL33472PCour mission is to build community and enhance connection to Jewish life, lectures and presentations.$18,673
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$24,563TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$74RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$39,630RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$39,704RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$39,704TotalIncomeProducingActyAmt

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

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp

FieldValueIRS element (for citing)
Category Or ItemLandCategoryOrItemTxt
Cost Or Other Basis$589,000CostOrOtherBasisAmt
Book Value$589,000BookValueAmt
EOYFMV$589,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
BANK SERVICE CHARGES$25$25
CAMBRIA EXPENSES$9,576$9,576

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryPROPERTY TAXES PAIDCategoryTxt
Amt$4,258Amt
Net Investment Income$4,258NetInvestmentIncomeAmt