BANCHIK FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BANCHIK FAMILY FOUNDATION (EIN 95-4653371)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2022-04-13
- IRS object ID
- 202241039349100019
- Schema version
- 2020v4.2
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-13T19:27:24-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 11440 SAN VICENTE BLVD 200 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900496216 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD BANCHIK | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3108205443 | PhoneNum |
| Signature | 2022-04-13 | 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 |
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 | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $177,456 | 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 | $456,915 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $13 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $674 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $674 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $674 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $104,330 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $535,793 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $104,330 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $561,932 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $105,017 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $687 | 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 | $1,388 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,388 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,150 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $85 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $85 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,623 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,623 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $498,623 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $498,623 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $501,246 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $501,246 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $60,686 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $105,017 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $687 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $28,812 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,405 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,405 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $7,480 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $7,480 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $94,373 | CorporateStockBOYAmt |
| Corporate Stock EOY | $143,459 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $163,571 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $123,185 | TotalAssetsBOYAmt |
| Total Assets EOY | $157,344 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $177,456 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $123,185 | CapitalStockBOYAmt |
| Capital Stock EOY | $157,344 | 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 | $123,185 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $157,344 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $123,185 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $157,344 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $123,185 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $60,686 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $183,871 | SubtotalAmt |
| Other Decreases | $26,527 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $157,344 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 500 SHS J P MORGAN CHASE & CO | D | 2018-12-14 | 2020-01-13 | $68,064 | $48,996 | $19,068 | $19,068 |
| 200 SHS LAM RESEARCH CORPORATION | D | 2020-06-29 | 2020-09-21 | $65,134 | $60,504 | $4,630 | $4,630 |
| 25 SHS LIVE NATION ENTERTAINMENT, INC. | D | 2020-02-24 | 2020-02-25 | $1,633 | $1,724 | -$91 | -$91 |
| 1,300 SHS PINTEREST INC | D | 2020-11-10 | 2020-12-17 | $90,878 | $72,080 | $18,798 | $18,798 |
| 3,000 SIGNET JEWELERS LTD. | D | 2020-09-21 | 2020-12-03 | $76,386 | $54,780 | $21,606 | $21,606 |
| 750 SHS SQUARE INC | D | 2020-10-14 | 2020-12-29 | $113,758 | $78,665 | $35,093 | $35,093 |
| 1,350 SHS TECHNOLOGY SELECT SECTOR SPDR FUND | D | 2020-02-24 | 2020-12-28 | $119,940 | $114,714 | $5,226 | $5,226 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $104,330 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $85,262 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,460 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,460 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,460 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $290 | 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 | $290 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,170 | TaxDueAmt |
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 | 11440 SAN VICENTE BLVD 200 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | 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 | ||||||||
| 11440 SAN VICENTE BLVD 200 | LOS ANGELES | CA | 90049 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| RANDALL BANCHIK | ||||||||
| 11440 SAN VICENTE BLVD 200 | LOS ANGELES | CA | 90049 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ANISSA SIEGEL | ||||||||
| 11440 SAN VICENTE BLVD 200 | LOS ANGELES | CA | 90049 | 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 | $17,609 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $103,611 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $121,220 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $121,220 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,818 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $119,402 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,970 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,970 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,460 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,460 | TotalTaxAmt |
| Distributable Before Adj | $4,510 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,510 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,510 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $501,246 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $501,246 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $501,246 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,510 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $315,470 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $338,762 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $353,538 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $284,134 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $463,808 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,755,712 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $501,246 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,510 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $496,736 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,252,448 | 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 | $315,470 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,936,978 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $338,762 | ExcessFromYear4Amt |
| Excess From Year3 | $353,538 | ExcessFromYear3Amt |
| Excess From Year2 | $284,134 | ExcessFromYear2Amt |
| Excess From Year1 | $463,808 | ExcessFromYear1Amt |
| Excess From Current Year | $496,736 | 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 (77 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AARP FOUNDATION | ||||||
| PO BOX 93207 | LONG BEACH | CA | 90809 | 501 | CHARITY | $275 |
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY | ||||||
| 199 WATER ST 11TH FLOOR | NEW YORK | NY | 10038 | 501 | CHARITY | $5,000 |
| AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE | ||||||
| 6310 S SAN VICENTE BLVD 275 | LOS ANGELES | CA | 90048 | 501 | CHARITY | $5,000 |
| AMERICAN JEWISH COMMITTEE | ||||||
| PO BOX 7247 | PHILADELPHIA | PA | 19170 | 501 | CHARITY | $2,500 |
| BEIT T'SHUVAH | ||||||
| 8831 VENICE BLVD | LOS ANGELES | CA | 90034 | 501 | CHARITY | $3,500 |
| BET TZEDEK LEGAL SERVICES | ||||||
| 3250 WILSHIRE BLVD 1300 | LONG BEACH | CA | 90010 | 501 | CHARITY | $1,500 |
| BIG SUNDAY | ||||||
| 6111 MELROSE AVE | LONG BEACH | CA | 90038 | 501 | CHARITY | $1,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | 501 | CHARITY | $5,000 |
| UBUNTU PATHWAYS | ||||||
| 32 BROADWAY | NEW YORK | NY | 10004 | 501 | CHARITY | $500 |
| TEAM PRIME TIME | ||||||
| 3740 OVERLAND AVE UNIT F | LOS ANGELES | CA | 90034 | 501 | CHARITY | $1,000 |
| CALIFORNIA COMMUNITY FOUNDATION | ||||||
| 221 S FIGUEROA ST 400 | LOS ANGELES | CA | 90012 | 501 | CHARITY | $3,000 |
| CALIFORNIA JAZZ FOUNDATION | ||||||
| 13205 CHELTENHAM DR | SHERMAN OAKS | CA | 91423 | 501 | CHARITY | $500 |
| CHILDREN'S BURN FOUNDATION | ||||||
| 5000 VAN NUYS BLVD | SHERMAN OAKS | CA | 91403 | 501 | CHARITY | $10,000 |
| CHILDREN'S CANCER RESEARCH FUND | ||||||
| 7301 OHMS LANE SUITE 355 | MINNEAPOLIS | MN | 55439 | 501 | CHARITY | $2,000 |
| 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 | $1,750 |
| CENTER THEATRE GROUP | ||||||
| 601 W TEMPLE ST | LOS ANGELES | CA | 90012 | 501 | CHARITY | $18,000 |
| FELNET | ||||||
| 641 LEXINGTON AVENUE 20TH FLOOR | NEW YORK | NY | 10022 | 501 | CHARITY | $20,000 |
| FIRST PLACE FOR YOUTH | ||||||
| 3530 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | 501 | CHARITY | $2,500 |
| FULFILLMENT FUND | ||||||
| 6100 WILSHIRE BLVD 600 | LOS ANGELES | CA | 90048 | 501 | CHARITY | $25,000 |
| GALS LA | ||||||
| 8015 VAN NUYS BLVD | PANORAMA CITY | CA | 91402 | 501 | CHARITY | $500 |
| GIRL SCOUTS | ||||||
| 1150 S OLIVE ST | LOS ANGELES | CA | 90015 | 501 | CHARITY | $210 |
| NFG | ||||||
| 300 FRANK H OGAWA PLAZA | OAKLAND | CA | 94612 | 501 | CHARITY | $250 |
| HAMMER MUSEUM | ||||||
| 10899 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | 501 | CHARITY | $100 |
| HARMONY PROJECT | ||||||
| 4322 WILSHIRE BLVD 101 | LOS ANGELES | CA | 90010 | 501 | CHARITY | $40,000 |
| HEBREW UNION COLLEGE | ||||||
| 3077 UNIVERSITY AVE | LOS ANGELES | CA | 90007 | 501 | CHARITY | $30,000 |
| HORIZON EDUCATION ALLIANCE | ||||||
| 124 E WASHINGTON ST | GOSHEN | IN | 46528 | 501 | CHARITY | $10,000 |
| I HAVE A DREAM FOUNDATION | ||||||
| FOX ACRES RD | HAILEY | ID | 83333 | 501 | CHARITY | $500 |
| JEWISH BIG BROTHERS BIG SISTERS OF LOS ANGELES | ||||||
| 11150 W OLYMPIC BLVD SUITE 900 | LOS ANGELES | CA | 90064 | 501 | CHARITY | $6,000 |
| JEWISH FEDERATION OF GREATER LOS ANGELES | ||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | 501 | CHARITY | $100,000 |
| JEWISH FREE LOAN ASSOCIATION | ||||||
| 6505 WILSHIRE BLVD SUITE 715 | LOS ANGELES | CA | 90048 | 501 | CHARITY | $10,000 |
| JEWISH FAMILY SERVICE OF LA | ||||||
| 8838 W PICO BLVD | LOS ANGELES | CA | 90035 | 501 | CHARITY | $11,000 |
| JOHN WAYNE CANCER INSTITUTE AUXILIARY | ||||||
| 2200 SANTA MONICA BOULEVARD | SANTA MONICA | CA | 90404 | 501 | CHARITY | $20,000 |
| LOS ANGELES REGIONAL FOOD BANK | ||||||
| 1734 E 41ST ST | LOS ANGELES | CA | 90058 | 501 | CHARITY | $1,325 |
| LOS ANGELES JAZZ INSTITUTE | ||||||
| 403 N ESCONDIDO BLVD 454 | ESCONDIDO | CA | 92033 | 501 | CHARITY | $250 |
| LOS ANGELES JAZZ SOCIETY | ||||||
| 6725 SUNSET BLVD | LOS ANGELES | CA | 90028 | 501 | CHARITY | $3,856 |
| LOS ANGELES JEWISH HOME | ||||||
| 7150 TAMPA AVE | RESEDA | CA | 91335 | 501 | CHARITY | $300 |
| WALT DISNEY CONCERT HALL | ||||||
| 111 S GRAND AVE | LOS ANGELES | CA | 90012 | 501 | CHARITY | $2,659 |
| LOS ANGELES PHILHARMONIC HOLLYWOOD BOWL | ||||||
| 151 S GRAND AVE | LOS ANGELES | CA | 90012 | 501 | CHARITY | $2,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | 501 | CHARITY | $35 |
| LOS ANGELES MISSION | ||||||
| 303 E 5TH ST | LOS ANGELES | CA | 90013 | 501 | CHARITY | $750 |
| LOVE 2 YEU | ||||||
| 149 SOUTH BARRINGTON AVE 126 | LOS ANGELES | CA | 90049 | 501 | CHARITY | $1,000 |
| LUPUS RESEARCH ALLIANCE | ||||||
| 270 MADISON AVENUE SUITE 300 | NEW YORK | NY | 10016 | 501 | CHARITY | $1,000 |
| MOVEMBER FOUNDATION | ||||||
| 8559 HIGUERA ST | CULVER CITY | CA | 90232 | 501 | CHARITY | $1,000 |
| MUSIC CENTER | ||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | 501 | CHARITY | $4,000 |
| NARAL PRO CHOICE | ||||||
| 1725 EYE STREET NW SUITE 900 | WASHINGTON | DC | 20006 | 501 | CHARITY | $250 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||
| 5150 GOLDLEAF CIR | LOS ANGELES | CA | 90056 | 501 | CHARITY | $1,000 |
| NEW WEST SYMPHONY | ||||||
| 2100 THOUSAND OAKS BLVD D | THOUSAND OAKS | CA | 91362 | 501 | CHARITY | $15,000 |
| NORTHEAST COMMUNITY CENTER | ||||||
| 1161 FRITZ DR | BETHLEHEM | PA | 18017 | 501 | CHARITY | $15,000 |
| PARTNERS IN HEALTH | ||||||
| 800 BOYLSTON ST SUITE 300 | BOSTON | MA | 02199 | 501 | CHARITY | $25 |
| EL NIDO FAMILY CENTERS | ||||||
| 440 SHATTO PLACE SUITE 417 | LOS ANGELES | CA | 90020 | 501 | CHARITY | $500 |
| UCLA HILLEL | ||||||
| 574 HILGARD AVE | LOS ANGELES | CA | 90024 | 501 | CHARITY | $500 |
| TRIBE MEDIA CORP | ||||||
| 3250 WILSHIRE BLVD STE 1250 | LOS ANGELES | CA | 90010 | 501 | CHARITY | $250 |
| PLANNED PARENTHOOD ADVOCACY | ||||||
| 400 WEST 30TH STREET | LOS ANGELES | CA | 90007 | 501 | CHARITY | $1,000 |
| VALLEY OUTREACH | ||||||
| 26668 AGOURA RD | CALABASAS | CA | 91302 | 501 | CHARITY | $1,807 |
| SOUTHERN CALIFORNIA COUNSELING CENTER | ||||||
| 5615 W PICO BLVD | LOS ANGELES | CA | 90019 | 501 | CHARITY | $2,500 |
| SKIRBALL CENTER | ||||||
| 2701 N SEPULVEDA BLVD | LOS ANGELES | CA | 90049 | 501 | CHARITY | $20,000 |
| SPCALA | ||||||
| 5026 W JEFFERSON BLVD | LOS ANGELES | CA | 90016 | 501 | CHARITY | $269 |
| ST JOSEPH'S INDIAN SCHOOL | ||||||
| 1301 N MAIN ST | CHAMBERLAIN | SD | 57325 | 501 | CHARITY | $50 |
| TANNER COMMUNITY DEVELOPMENT | ||||||
| 700 E JEFFERSON ST 200 | PHOENIX | AZ | 85034 | 501 | CHARITY | $15,000 |
| ALEPH INSTITUTE | ||||||
| 9540 COLLINS AVE | SURFSIDE | FL | 33154 | 501 | CHARITY | $1,000 |
| THE BROAD STAGE | ||||||
| 1310 11TH STREET | SANTA MONICA | CA | 90401 | 501 | CHARITY | $250 |
| THE PAD PROJECT | ||||||
| 10573 W PICO BLVD SUITE 73 | LOS ANGELES | CA | 90064 | 501 | CHARITY | $28,077 |
| THE RAPE FOUNDATION | ||||||
| 1223 WILSHIRE BLVD NO 410 | SANTA MONICA | CA | 90403 | 501 | CHARITY | $2,000 |
| THE TRIDENT SWIM FOUNDATION | ||||||
| 150 WEST 55TH STREET SUITE 8A | NEW YORK | NY | 10019 | 501 | CHARITY | $1,000 |
| UCLA FOUNDATION | ||||||
| 10889 WILSHIRE BLVD 1100 | LOS ANGELES | CA | 90024 | 501 | CHARITY | $4,000 |
| VAIL JAZZ | ||||||
| 291 MAIN ST 2ND FLOOR | MINTURN | CO | 81645 | 501 | CHARITY | $1,000 |
| WEST VALLEY YMCA | ||||||
| 18810 VANOWEN ST | RESEDA | CA | 91335 | 501 | CHARITY | $1,000 |
| WOOD RIVER JEWISH COMMUNITY | ||||||
| 271 LEADVILLE AVE | KETCHUM | ID | 83340 | 501 | CHARITY | $1,100 |
| JAZZ4US | ||||||
| 1845 MONROVIA AVE | COSTA MESA | CA | 92627 | 501 | CHARITY | $35 |
| COMMUNITY INITIATIVES | ||||||
| 3012 16TH ST STE 211 | SAN FRANCISCO | CA | 94103 | 501 | CHARITY | $5,000 |
| HEART OF THE BRAIN | ||||||
| 11400 W OLYMPIC BLVD STE 590 | LOS ANGELES | CA | 90064 | 501 | CHARITY | $5,000 |
| INNER CITY LAW CENTER | ||||||
| 1309 E 7TH ST | LOS ANGELES | CA | 90021 | 501 | CHARITY | $500 |
| JAZZ ON THE TUBE | ||||||
| PO BOX 145 | TIVOLI | NY | 12583 | 501 | CHARITY | $250 |
| BARBARA MORRISON PERFORMING ARTS CENTER | ||||||
| 4305 DEGNAN BLVD 101 | LOS ANGELES | CA | 90008 | CHARITY | $1,000 | |
| UM ADVANCEMENT | ||||||
| PO BOX 1000 | MEMPHIS | TN | 38148 | CHARITY | $10,000 | |
| SUNVALLEY SUMMER SYMPHONY | ||||||
| 120 NORTH 2ND AVENUE 103 | KETCHUM | ID | 83340 | CHARITY | $9,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $498,623 | 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 | $13 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $674 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $104,330 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $105,017 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $105,017 | 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 |
|---|---|---|---|---|---|---|
| HOWARD BANCHIK | ||||||
| 1 | 13027 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | $110,893 | Yes (X) |
| HOWARD BANCHIK | ||||||
| 2 | 13027 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | $95,235 | Yes (X) |
| HOWARD BANCHIK | ||||||
| 3 | 13027 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | $54,780 | Yes (X) |
| HOWARD BANCHIK | ||||||
| 4 | 13027 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | $50,094 | Yes (X) |
| HOWARD BANCHIK | ||||||
| 5 | 13027 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | $1,724 | Yes (X) |
| HOWARD BANCHIK | ||||||
| 6 | 13027 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | $83,685 | Yes (X) |
| HOWARD BANCHIK | ||||||
| 7 | 13027 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | $60,504 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2,000 SHARES - PINTEREST INC | $110,893 | 2020-11-10 |
| 2 | 500 SHARES - SQUARE INC | $95,235 | 2020-10-14 |
| 3 | 3,000 SHARES - SIGNET JEWELERS LTD. | $54,780 | 2020-09-21 |
| 4 | 600 SHARES - SQUARE INC | $50,094 | 2020-02-24 |
| 5 | 25 SHARES - LIVE NATION ENTERTAINMENT, INC. | $1,724 | 2020-02-24 |
| 6 | 875 SHARES - TECHNOLOGY SELECT SECTOR SPDR FUND | $83,685 | 2020-02-24 |
| 7 | 200 SHARES - LAM RESEARCH CORPORATION | $60,504 | 2020-06-29 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,150 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,150 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $143,459 | EOYBookValueAmt |
| EOYFMV | $163,571 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,388 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,388 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIFE INSURANCE PREMIUM | Desc |
| Amt | $26,527 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CALIFORNIA TAXES | CategoryTxt |
| Amt | $85 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $85 | DisbursementsCharitablePrpsAmt |