BANCHIK FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BANCHIK FAMILY FOUNDATION (EIN 95-4653371)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202303199349107445
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T18:19:05-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HOWARD | PersonFirstNm |
| Person Last | BANCHIK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEON GENDELMAN | PreparerPersonNm |
| PTIN | P00448477 | PTIN |
| Phone | 8189076500 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,710 | 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 | $255,215 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $123 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $123 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $123 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,439 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,439 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,439 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$23,170 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $284,854 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $233,607 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,562 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,562 | 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 |
| Accounting Fees Rev And Expnss | $9,375 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,375 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $599 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $599 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,548 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $31 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,553 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $630 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,375 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $410,784 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $410,784 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $422,337 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $630 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $420,159 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$188,730 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $932 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,562 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $34,090 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $176 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $176 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $7,440 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $9,534 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $9,534 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $67,312 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $108,842 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,710 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,710 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $116,125 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $116,125 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $108,842 | 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 | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $108,842 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | -$106,415 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $108,842 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,710 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $108,842 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$188,730 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | -$79,888 | SubtotalAmt |
| Other Decreases | $26,527 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | -$106,415 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 38 SHS SURO CAPITAL CORP | 2021-12-31 | 2022-05-04 | $316 | $509 | -$193 | -$193 |
| 28 SHS VANGUARD DIVIDEND | 2022-06-27 | 2022-09-21 | $4,017 | $8,145 | -$4,128 | -$4,128 |
| 200 SHS CHARLES SCHWAB | 2020-03-23 | 2022-05-23 | $13,034 | $18,432 | -$5,398 | -$5,398 |
| 40 SHS ISHARES SEMICONDUCTOR | 2020-03-12 | 2022-07-01 | $13,736 | $20,450 | -$6,714 | -$6,714 |
| 150 SHS TECHNOLOGY SELECT SECTORSPDR | 2016-12-28 | 2022-06-17 | $18,786 | $14,345 | $4,441 | $4,441 |
| 650 SHS VANECK AGRIBUSINESS | 2016-12-28 | 2022-09-21 | $57,665 | $52,455 | $5,210 | $5,210 |
| 472 SHS VANGUARD DIVIDEND | 2016-12-28 | 2022-09-21 | $69,393 | $73,975 | -$4,582 | -$4,582 |
| 200 SHS VANGUARD GROWTH | 2020-03-09 | 2022-01-21 | $56,194 | $58,792 | -$2,598 | -$2,598 |
| 40 SHS VANGUARD INFORMATION TECHNOLOGY | 2020-06-16 | 2022-07-01 | $12,993 | $16,896 | -$3,903 | -$3,903 |
| 299 SHS WALKER & DUNLOP INC | 2020-04-01 | 2022-01-26 | $38,720 | $44,025 | -$5,305 | -$5,305 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$23,170 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$4,321 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $720 | 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 | $720 | 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 | $139,967 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,183 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $157,150 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $157,150 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,357 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $154,793 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,740 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,740 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13 | TotalTaxAmt |
| Distributable Before Adj | $7,727 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,727 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,727 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $420,159 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $420,159 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,727 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $353,538 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $284,134 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $463,808 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $496,736 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $535,448 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,133,664 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $420,159 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,727 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $412,432 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,546,096 | 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 | $353,538 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,192,558 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $284,134 | ExcessFromYear4Amt |
| Excess From Year3 | $463,808 | ExcessFromYear3Amt |
| Excess From Year2 | $496,736 | ExcessFromYear2Amt |
| Excess From Year1 | $535,448 | ExcessFromYear1Amt |
| Excess From Current Year | $412,432 | 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 (78 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AARP FOUNDATION | ||||||||||||
| PO BOX 93207 | LONG BEACH | CA | 90809 | 501 | CHARITY | $250 | ||||||
| ALEPH INSTITUTE | ||||||||||||
| 9540 COLLINS AVE | SURFSIDE | FL | 33154 | 501 | CHARITY | $3,600 | ||||||
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY | ||||||||||||
| 199 WATER ST 11TH FLOOR | NEW YORK | NY | 10038 | 501 | CHARITY | $5,000 | ||||||
| AMERICAN JEWISH COMMITTEE | ||||||||||||
| PO BOX 7247 | PHILADELPHIA | PA | 19170 | 501 | CHARITY | $2,500 | ||||||
| AMERICAN JEWISH UNIVERSITY | ||||||||||||
| 15600 MULHOLLAND DR | LOS ANGELES | CA | 90077 | 501 | CHARITY | $550 | ||||||
| AMERICAN NATIONAL RED CROSS | ||||||||||||
| 1450 S CENTRAL AVE | LOS ANGELES | CA | 90021 | 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 | $5,000 | ||||||
| BETTERPLACE BERLIN | ||||||||||||
| 501 | CHARITY | $522 | SCHLESISCHE STREET 26 | D BERLIN | BERLIN | GM | 10997 | |||||
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | 501 | CHARITY | $5,000 | ||||||
| BUREAU JEWISH EDUCATION | ||||||||||||
| ONE FEDERATION WAY SUITE 205 | IRVINE | CA | 92603 | 501 | CHARITY | $5,000 | ||||||
| CALIFORNIA COMMUNITY FOUNDATION | ||||||||||||
| 221 S FIGUEROA ST 400 | LOS ANGELES | CA | 90012 | 501 | CHARITY | $5,000 | ||||||
| CALIFORNIA JAZZ FOUNDATION | ||||||||||||
| 13205 CHELTENHAM DR | SHERMAN OAKS | CA | 91423 | 501 | CHARITY | $1,000 | ||||||
| CAMP RAINBOW GOLD INC | ||||||||||||
| 1120 S FIVE MILE RD | BOISE | ID | 83709 | 501 | CHARITY | $1,000 | ||||||
| CENTER THEATRE GROUP | ||||||||||||
| 601 W TEMPLE ST | LOS ANGELES | CA | 90012 | 501 | CHARITY | $5,000 | ||||||
| CHILDREN'S BOOKS WRITERS OF LOS ANGELES | ||||||||||||
| PO BOX 4376 | TORRANCE | CA | 90510 | 501 | CHARITY | $3,000 | ||||||
| CHILDRENS BURN FOUNDATION | ||||||||||||
| 5000 VAN NUYS BLVD | SHERMAN OAKS | CA | 91403 | 501 | CHARITY | $10,000 | ||||||
| CHILDRENS CANCER RESEARCH FUND | ||||||||||||
| 7301 OHMS LANE SUITE 355 | MINNEAPOLIS | MN | 55439 | 501 | CHARITY | $2,104 | ||||||
| CHILDRENS HOSPITAL LOS ANGELES | ||||||||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | 501 | CHARITY | $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 | ||||||
| CROHN'S & COLITIS FOUNDATION | ||||||||||||
| 733 THIRD AVENUE SUITE 510 | NEW YORK | NY | 10017 | 501 | CHARITY | $1,000 | ||||||
| EL NIDO FAMILY CENTERS | ||||||||||||
| 440 SHATTO PLACE SUITE 417 | LOS ANGELES | CA | 90020 | 501 | CHARITY | $500 | ||||||
| FIRST PLACE FOR YOUTH | ||||||||||||
| 3530 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | 501 | CHARITY | $2,000 | ||||||
| FRIENDS OF ELNET | ||||||||||||
| 641 LEXINGTON AVENUE 20TH FLOOR | NEW YORK | NY | 10022 | 501 | CHARITY | $20,000 | ||||||
| FULFILLMENT FUND | ||||||||||||
| 6100 WILSHIRE BLVD 600 | LOS ANGELES | CA | 90048 | 501 | CHARITY | $25,000 | ||||||
| GIRL SCOUTS | ||||||||||||
| 423 N LA BREA AVE | INGLEWOOD | CA | 90302 | 501 | CHARITY | $150 | ||||||
| GIVING BASKET DONATION NEW YORK | ||||||||||||
| 299 MARKET STREET SUITE 250 | SADDLE BROOK | NJ | 07663 | 501 | CHARITY | $1,000 | ||||||
| GREATER SAN FERNANDO B'NAI BRITH MEN'S CHAPPTER | ||||||||||||
| 10800 RESEDA BLDV | PORTER RANCH | CA | 91326 | 501 | CHARITY | $500 | ||||||
| GUIDING EYES FOR THE BLIND | ||||||||||||
| 611 GRANITE SPRINGS RD | YORKTOWN HEIGHTS | NY | 10598 | 501 | CHARITY | $500 | ||||||
| HARMONY PROJECT | ||||||||||||
| 4322 WILSHIRE BLVD 101 | LOS ANGELES | CA | 90010 | 501 | CHARITY | $10,600 | ||||||
| HARRIETT BUHAI CENTER FOR FAMILY LAW | ||||||||||||
| 3250 WILSHIRE BLVD 710 | LOS ANGELES | CA | 90010 | 501 | CHARITY | $500 | ||||||
| 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 | ||||||
| HISTORIC WILMINGTON FOUNDATION | ||||||||||||
| 211 ORANGE ST | WILMINGTON | NC | 28401 | 501 | CHARITY | $5,000 | ||||||
| JEWISH BIG BROTHERS BIG SISTERS OF LOS ANGELES | ||||||||||||
| 11150 W OLYMPIC BLVD SUITE 900 | LOS ANGELES | CA | 90064 | 501 | CHARITY | $6,000 | ||||||
| JEWISH EDUCATION TRADE SCHOOL | ||||||||||||
| 16601 RINALDI ST | GRANADA HILLS | CA | 91344 | 501 | CHARITY | $1,000 | ||||||
| JEWISH FAMILY SERVICE OF LA | ||||||||||||
| 8838 W PICO BLVD | LOS ANGELES | CA | 90035 | 501 | CHARITY | $1,000 | ||||||
| JEWISH FEDERATION OF GREATER LOS ANGELES | ||||||||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | 501 | CHARITY | $105,500 | ||||||
| KETCHUM SUN VALLEY VOLUNTEER ASSOCIATION | ||||||||||||
| PO BOX 1262 | KETCHUM | ID | 83340 | 501 | CHARITY | $500 | ||||||
| KKJZ | ||||||||||||
| 1500 COTNER AVENUE | LOS ANGELES | CA | 90025 | 501 | CHARITY | $300 | ||||||
| LEADERSHIP BRIEFINGS | ||||||||||||
| PO BOX 9070 | MCLEAN | VA | 221020070 | 501 | CHARITY | $105 | ||||||
| LOS ANGELES JAZZ SOCIETY | ||||||||||||
| 6725 SUNSET BLVD | LOS ANGELES | CA | 90028 | 501 | CHARITY | $3,500 | ||||||
| LOS ANGELES JEWISH HOME | ||||||||||||
| 7150 TAMPA AVE | RESEDA | CA | 91335 | 501 | CHARITY | $15,000 | ||||||
| LOS ANGELES MISSION | ||||||||||||
| 303 E 5TH ST | LOS ANGELES | CA | 90013 | 501 | CHARITY | $500 | ||||||
| LOS ANGELES PHILHARMONIC HOLLYWOOD BOWL | ||||||||||||
| 151 S GRAND AVE | LOS ANGELES | CA | 90012 | 501 | CHARITY | $4,470 | ||||||
| LOS ANGELES REGIONAL FOOD BANK | ||||||||||||
| 1734 E 41ST ST | LOS ANGELES | CA | 90058 | 501 | CHARITY | $1,000 | ||||||
| MAZON | ||||||||||||
| 10850 WILSHIRE BLVD 400 | LOS ANGELES | CA | 90024 | 501 | CHARITY | $2,500 | ||||||
| MENLO PARK | ||||||||||||
| 570 WILLOW RD | MENLO PARK | CA | 94025 | 501 | CHARITY | $500 | ||||||
| MOVEMBER FOUNDATION | ||||||||||||
| 8559 HIGUERA ST | CULVER CITY | CA | 90232 | 501 | CHARITY | $5,000 | ||||||
| MUSIC CENTER | ||||||||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | 501 | CHARITY | $2,500 | ||||||
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||||||
| 5150 GOLDLEAF CIR | LOS ANGELES | CA | 90056 | 501 | CHARITY | $1,000 | ||||||
| NEIGHBORHOOD INDUSTRIES | ||||||||||||
| 353 E OLIVE AVE | FRESNO | CA | 93728 | 501 | CHARITY | $250 | ||||||
| OLIVE CREST | ||||||||||||
| 2130 E 4TH ST 200 | SANTA ANA | CA | 92705 | 501 | CHARITY | $10,025 | ||||||
| SKIRBALL CENTER | ||||||||||||
| 2701 N SEPULVEDA BLVD | LOS ANGELES | CA | 90049 | 501 | CHARITY | $10,000 | ||||||
| SOUTHERN CALIFORNIA COUNSELING CENTER | ||||||||||||
| 5615 W PICO BLVD | LOS ANGELES | CA | 90019 | 501 | CHARITY | $1,000 | ||||||
| SPCA | ||||||||||||
| 5026 W JEFFERSON BLVD | LOS ANGELES | CA | 90016 | 501 | CHARITY | $200 | ||||||
| SPUR COMMUNITY FOUNDATION | ||||||||||||
| PO BOX 6184 | KETCHUM | ID | 83340 | 501 | CHARITY | $500 | ||||||
| ST LUKE'S WOOD RIVER FOUNDATION | ||||||||||||
| 100 HOSPITAL DR | KETCHUM | ID | 83340 | 501 | CHARITY | $1,250 | ||||||
| STEP UP ON SECOND | ||||||||||||
| 1328 2ND ST | SANTA MONICA | CA | 90401 | 501 | CHARITY | $1,000 | ||||||
| SUN VALLEY WRITERS | ||||||||||||
| 351 LEADVILLE AVENUE NORTH | KETCHUM | ID | 83340 | 501 | CHARITY | $8,708 | ||||||
| SWIFTSURE RANCH | ||||||||||||
| 114 CALYPSO LANE | BELLEVUE | ID | 83313 | 501 | CHARITY | $2,000 | ||||||
| THE GABRIELLA FOUNDATION | ||||||||||||
| 222 E 16TH ST SUITE E | LOS ANGELES | CA | 90015 | 501 | CHARITY | $1,500 | ||||||
| THE GIVENGAIN FOUNDATION | ||||||||||||
| 501 | CHARITY | $1,050 | VENUE CENTRALE 122 | VILLARSSUROLLON | VAUD | SZ | 1884 | |||||
| THE JAZZ SALON | ||||||||||||
| 431 W SEVENTH ST | LOS ANGELES | CA | 90014 | 501 | CHARITY | $100 | ||||||
| THE MAESTRO FOUNDATION | ||||||||||||
| 3025 OLYMPIC BLVD BOOKSTORE | SANTA MONICA | CA | 90404 | 501 | CHARITY | $3,500 | ||||||
| THE PAD PROJECT | ||||||||||||
| 10573 W PICO BLVD SUITE 73 | LOS ANGELES | CA | 90064 | 501 | CHARITY | $35,000 | ||||||
| THE RAPE FOUNDATION | ||||||||||||
| 1223 WILSHIRE BLVD NO 410 | SANTA MONICA | CA | 90403 | 501 | CHARITY | $2,500 | ||||||
| THE SEEING EYE INC | ||||||||||||
| 1 SEEING EYE WY | MORRISTOWN | NJ | 07960 | 501 | CHARITY | $100 | ||||||
| THE WALLIS ANNENBERG CENTER | ||||||||||||
| 9390 N SANTA MONICA BLVD | BEVERLY HILLS | CA | 90210 | 501 | CHARITY | $10,000 | ||||||
| TOO YOUNG TO WED | ||||||||||||
| 1112 MAIN STREET 1ST FLOOR | PEEKSKILL | NY | 10566 | 501 | CHARITY | $1,000 | ||||||
| TRIDENT SWIM FOUNDATION | ||||||||||||
| 150 W 55TH ST | NEW YORK | NY | 10019 | 501 | CHARITY | $2,500 | ||||||
| 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 | $8,200 | ||||||
| VISTA DEL MAR | ||||||||||||
| 3200 MOTOR AVE | LOS ANGELES | CA | 90034 | 501 | CHARITY | $2,000 | ||||||
| WAGS & WALKS | ||||||||||||
| 2236 FEDERAL AVE | LOS ANGELES | CA | 90064 | 501 | CHARITY | $500 | ||||||
| WOOD RIVER JEWISH COMMUNITY | ||||||||||||
| 271 LEADVILLE AVE | KETCHUM | ID | 83340 | 501 | CHARITY | $1,500 | ||||||
| WORKING DREAMS | ||||||||||||
| 118 S BEVERLY DRIVE 222 | BEVERLY HILLS | CA | 90212 | 501 | CHARITY | $5,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $410,784 | 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 | $123 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,439 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$23,170 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$21,608 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$21,608 | 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 (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| HOWARD BANCHIK | |||||||
| 1 | 13027 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | $58,792 | Yes (X) | |
| HOWARD BANCHIK | |||||||
| 2 | 13027 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | $18,432 | Yes (X) | |
| HOWARD BANCHIK | |||||||
| 3 | 13027 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | $16,896 | Yes (X) | |
| HOWARD BANCHIK | |||||||
| 4 | 13027 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | $44,025 | Yes (X) | |
| HOWARD BANCHIK | |||||||
| 5 | 13027 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | $82,120 | Yes (X) | |
| HOWARD BANCHIK | |||||||
| 6 | 13027 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | $20,450 | Yes (X) | |
| HOWARD BANCHIK | |||||||
| 7 | 13027 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | $14,500 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 200 SHARES - VANGUARD GROWTH INDEX FUND ETF | $58,792 | 2022-01-19 |
| 2 | 200 SHARES - CHARLES SCHWAB CORPORATION COMMON STOCK | $18,432 | 2022-01-19 |
| 3 | 40 SHARES - VANGUARD INFORMATION TECHNOLOGY INDEX FUND | $16,896 | 2022-01-19 |
| 4 | 299 SHARES - WALKER & DUNLOP, INC. | $44,025 | 2022-01-19 |
| 5 | 500 SHARES - VANGUARD DIVIDEND APPRECIATION INDEX FUND. | $82,120 | 2022-01-19 |
| 6 | 40 SHARES - ISHARES SEMICONDUCTOR ETF. | $20,450 | 2022-01-19 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,375 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,375 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $31 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $31 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $116,125 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAX | $1,448 | $0 | $0 | $0 |
| STATE TAX | $100 | $0 | $0 | $0 |