BANCHIK FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BANCHIK FAMILY FOUNDATION (EIN 95-4653371)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202203199349108600
- Schema version
- 2021v4.2
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T16:09:29-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-11-15 | 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 |
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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $130,126 | 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 | $473,178 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $25 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $25 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $5,918 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,918 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,918 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $47,433 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $731,088 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,433 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $526,554 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $53,376 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,943 | 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 | $3,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,350 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,286 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $116 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,722 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,240 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $486 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,358 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,240 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,952 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $541,162 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $541,162 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $548,520 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,240 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $545,114 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,966 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $51,136 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,943 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,405 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,090 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,090 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $7,480 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $7,440 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $7,440 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $143,459 | CorporateStockBOYAmt |
| Corporate Stock EOY | $67,312 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $88,596 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $157,344 | TotalAssetsBOYAmt |
| Total Assets EOY | $108,842 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $130,126 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $157,344 | CapitalStockBOYAmt |
| Capital Stock EOY | $108,842 | 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 | $157,344 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $108,842 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $157,344 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $108,842 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $157,344 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,966 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $135,378 | SubtotalAmt |
| Other Decreases | $26,536 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $108,842 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 500 SHS ARTISAN PARTNERS | 2021-02-11 | 2021-12-21 | $22,605 | $25,459 | -$2,854 | -$2,854 | |
| 100,000 SHS BTCS INC. | 2021-01-11 | 2021-01-15 | $167,503 | $134,000 | $33,503 | $33,503 | |
| 2,000 SHS CARNIVAL CORP | 2021-04-16 | 2020-04-23 | $51,357 | $51,908 | -$551 | -$551 | |
| 1,000 SHS DELTA AIR LINES, INC. | 2021-04-16 | 2021-04-23 | $44,810 | $46,820 | -$2,010 | -$2,010 | |
| 1,000 SHS FS KKR CAPITAL CORP | 2021-01-27 | 2021-11-30 | $20,955 | $17,500 | $3,455 | $3,455 | |
| 1,500 SHS GLADSTONE CAPITAL CORP | 2021-01-27 | 2021-12-10 | $17,287 | $14,070 | $3,217 | $3,217 | |
| 200 SHS INTL FLAVORS& FRAGRA | 2021-02-08 | 2021-11-30 | $28,557 | $25,300 | $3,257 | $3,257 | |
| 1,250 SHS MICRON TECHNOLOGY | 2021-02-02 | 2021-02-03 | $99,059 | $102,025 | -$2,966 | -$2,966 | |
| 700 SHS PINTEREST INC | 2020-11-10 | 2021-01-27 | $45,779 | $38,812 | $6,967 | $6,967 | |
| 500 SHS PORTLAND GENERL ELEC | 2021-02-08 | 2021-12-27 | $25,671 | $21,250 | $4,421 | $4,421 | |
| 500 SHS ROYAL CARIBBEAN GROUP | 2021-04-16 | 2021-07-14 | $38,568 | $42,250 | -$3,682 | -$3,682 | |
| 1,000 SHS SPRAGUE RESOURCES LP | 2021-03-04 | 2021-12-10 | $14,014 | $16,087 | -$2,073 | -$2,073 | |
| 450 SHS SQUARE INC | 2020-10-14 | 2021-01-27 | $95,245 | $90,302 | $4,943 | $4,943 | |
| 1,071 SHS SURO CAPITAL CORP | 2021-02-11 | 2021-11-17 | $14,030 | $15,452 | -$1,422 | -$1,422 | |
| 1,500 SHS NORWEGIAN CRUISE LIN | 2021-04-16 | 2021-07-14 | $38,430 | $42,420 | -$3,990 | -$3,990 | |
| CAPITAL GAINS DIVIDENDS | $7,218 | $7,218 | $7,218 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,433 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $40,215 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $711 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $711 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $711 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $17 | EsPenaltyAmt |
| Tax Due | $728 | 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 | 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 | $190,456 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,247 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $210,703 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $210,703 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,161 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $207,542 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,377 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,377 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $711 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $711 | TotalTaxAmt |
| Distributable Before Adj | $9,666 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,666 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,666 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $545,114 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $545,114 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,666 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $338,762 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $353,538 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $284,134 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $463,808 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $496,736 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,936,978 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $545,114 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,666 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $535,448 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,472,426 | 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 | $338,762 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,133,664 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $353,538 | ExcessFromYear4Amt |
| Excess From Year3 | $284,134 | ExcessFromYear3Amt |
| Excess From Year2 | $463,808 | ExcessFromYear2Amt |
| Excess From Year1 | $496,736 | ExcessFromYear1Amt |
| Excess From Current Year | $535,448 | 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 (83 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A PLACE CALLED HOME | |||||||||||
| 2830 S CENTRAL AV | LOS ANGELES | CA | 90010 | 501 | CHARITY | $1,500 | |||||
| ACADEMY MUSEUM | |||||||||||
| 6067 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | 501 | CHARITY | $200 | |||||
| ACCESS BOOKS | |||||||||||
| ORTON AVE | LOS ANGELES | CA | 90064 | 501 | CHARITY | $2,000 | |||||
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY | |||||||||||
| 199 WATER ST 11TH FLOOR | NEW YORK | NY | 10038 | 501 | CHARITY | $10,500 | |||||
| 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 | |||||
| AMERICAN NATIONAL RED CROSS | |||||||||||
| 1450 S CENTRAL AVE | LOS ANGELES | CA | 90021 | 501 | CHARITY | $3,109 | |||||
| ANTI-DEFAMATION LEAGUE | |||||||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | 501 | CHARITY | $250 | |||||
| AVIVA FAMILY AND CHILDREN'S SERVICES | |||||||||||
| 7120 FRANKLIN AVE | LOS ANGELES | CA | 90046 | 501 | CHARITY | $1,675 | |||||
| B'NAI B'RITH INTERNATIONAL | |||||||||||
| 1120 20TH STREET NW SUITE 300N | WASHINGTON DC | DC | 20036 | 501 | CHARITY | $100 | |||||
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | 501 | CHARITY | $7,500 | |||||
| BOYS TOWN | |||||||||||
| 14100 CRAWFORD STREET | BOYS TOWN | NE | 68010 | 501 | CHARITY | $100 | |||||
| CALIFORNIA JAZZ FOUNDATION | |||||||||||
| 13205 CHELTENHAM DR | SHERMAN OAKS | CA | 91423 | 501 | CHARITY | $1,500 | |||||
| CALIFORNIA ONCOLOGY RESEARCH INSTITUTE | |||||||||||
| 1158 26TH ST | SANTA MONICA | CA | 90403 | 501 | CHARITY | $2,500 | |||||
| CALIFORNIA STATE UNIVERSITY NORTHRIDGE | |||||||||||
| 18111 NORDHOFF STREET | NORTHRIDGE | CA | 91330 | 501 | CHARITY | $420 | |||||
| CAMP RAINBOW GOLD INC | |||||||||||
| 1120 S FIVE MILE RD | BOISE | ID | 83709 | 501 | CHARITY | $5,000 | |||||
| CENTER FOR REPRODUCTIVE RIGHTS | |||||||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | 501 | CHARITY | $5,000 | |||||
| CENTER THEATRE GROUP | |||||||||||
| 601 W TEMPLE ST | LOS ANGELES | CA | 90012 | 501 | CHARITY | $12,500 | |||||
| CHILDRENS BURN FOUNDATION | |||||||||||
| 5000 VAN NUYS BLVD | SHERMAN OAKS | CA | 91403 | 501 | CHARITY | $10,000 | |||||
| CONCERN FOUNDATION | |||||||||||
| 11111 W OLYMPIC BLVD 214 | LOS ANGELES | CA | 90064 | 501 | CHARITY | $2,500 | |||||
| COVENANT HOUSE | |||||||||||
| 461 EIGHTH AVENUE | NEW YORK | NY | 10001 | 501 | CHARITY | $250 | |||||
| CROHN'S & COLITIS FOUNDATION | |||||||||||
| 733 THIRD AVENUE SUITE 510 | NEW YORK | NY | 10017 | 501 | CHARITY | $5,000 | |||||
| DOCTORS WITHOUT BORDERS | |||||||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | 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 | $20,000 | |||||
| FROST SCHOOL OF MUSIC | |||||||||||
| 1314 MILLER DR | CORAL GABLES | FL | 33146 | 501 | CHARITY | $10,000 | |||||
| FULFILLMENT FUND | |||||||||||
| 6100 WILSHIRE BLVD 600 | LOS ANGELES | CA | 90048 | 501 | CHARITY | $26,000 | |||||
| GUIDE DOG FOUNDATION | |||||||||||
| 371 NY-25 | SMITHTOWN | NY | 11787 | 501 | CHARITY | $75 | |||||
| GUIDE DOGS FOR THE BLIND | |||||||||||
| PO BOX 151200 | SAN RAFAEL | CA | 94915 | 501 | CHARITY | $50 | |||||
| GUIDING EYES FOR THE BLIND | |||||||||||
| 611 GRANITE SPRINGS RD | YORKTOWN HEIGHTS | NY | 10598 | 501 | CHARITY | $400 | |||||
| HAMMER MUSEUM | |||||||||||
| 10899 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | 501 | CHARITY | $100 | |||||
| HARMONY PROJECT | |||||||||||
| 4322 WILSHIRE BLVD 101 | LOS ANGELES | CA | 90010 | 501 | CHARITY | $122,500 | |||||
| HARRIETT BUHAI CENTER FOR FAMILY LAW | |||||||||||
| 3250 WILSHIRE BLVD 710 | LOS ANGELES | CA | 90010 | 501 | CHARITY | $1,000 | |||||
| HEART OF THE BRAIN | |||||||||||
| 11400 W OLYMPIC BLVD STE 590 | LOS ANGELES | CA | 90064 | 501 | CHARITY | $7,110 | |||||
| I HAVE A DREAM FOUNDATION | |||||||||||
| FOX ACRES RD | HAILEY | ID | 83333 | 501 | CHARITY | $5,000 | |||||
| JEWISH BIG BROTHERS BIG SISTERS OF LOS ANGELES | |||||||||||
| 11150 W OLYMPIC BLVD SUITE 900 | LOS ANGELES | CA | 90064 | 501 | CHARITY | $5,000 | |||||
| JEWISH COMMUNITY FOUNDATION OF LOS ANGELES | |||||||||||
| 6505 WILSHIRE BLVD SUITE 1200 | LOS ANGELES | CA | 90048 | 501 | CHARITY | $1,000 | |||||
| JEWISH FAMILY SERVICE OF LA | |||||||||||
| 8838 W PICO BLVD | LOS ANGELES | CA | 90035 | 501 | CHARITY | $3,000 | |||||
| JEWISH FEDERATION OF GREATER LOS ANGELES | |||||||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | 501 | CHARITY | $123,993 | |||||
| JEWISH FREE LOAN ASSOCIATION | |||||||||||
| 6505 WILSHIRE BLVD SUITE 715 | LOS ANGELES | CA | 90048 | 501 | CHARITY | $20,000 | |||||
| JVS SOCAL | |||||||||||
| 6505 WILSHIRE BLVD 200 | LOS ANGELES | CA | 90048 | 501 | CHARITY | $1,000 | |||||
| KETCHUM SUN VALLEY VOLUNTEER ASSOCIATION | |||||||||||
| PO BOX 1262 | KETCHUM | ID | 83340 | 501 | CHARITY | $250 | |||||
| KIDSAVE | |||||||||||
| PO BOX 5441 | WASHINGTON | DC | 20016 | 501 | CHARITY | $500 | |||||
| LINDA BLAIR WORLDHEART FOUNDATION | |||||||||||
| ACTON CANYON RD | ACTON | CA | 93510 | 501 | CHARITY | $2,500 | |||||
| LOS ANGELES JAZZ SOCIETY | |||||||||||
| 6725 SUNSET BLVD | LOS ANGELES | CA | 90028 | 501 | CHARITY | $2,600 | |||||
| LOS ANGELES JEWISH HOME | |||||||||||
| 7150 TAMPA AVE | RESEDA | CA | 91335 | 501 | CHARITY | $300 | |||||
| LOS ANGELES LGBT CENTER | |||||||||||
| 1118 N MCCADDEN PLACE | LOS ANGELES | CA | 90038 | 501 | CHARITY | $500 | |||||
| LOS ANGELES PHILHARMONIC HOLLYWOOD BOWL | |||||||||||
| 151 S GRAND AVE | LOS ANGELES | CA | 90012 | 501 | CHARITY | $1,230 | |||||
| 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 | $1,000 | |||||
| NAMI WESTSIDE LOS ANGELES | |||||||||||
| 921 WESTWOOD BLVD | LOS ANGELES | CA | 90024 | 501 | CHARITY | $2,000 | |||||
| NECC FOUNDATION | |||||||||||
| 100 ELLIOTT STREET | HAVERHILL | MA | 01830 | 501 | CHARITY | $10,000 | |||||
| NEIGHBORHOOD INDUSTRIES | |||||||||||
| 353 E OLIVE AVE | FRESNO | CA | 93728 | 501 | CHARITY | $250 | |||||
| NEW WEST SYMPHONY | |||||||||||
| 2100 THOUSAND OAKS BLVD D | THOUSAND OAKS | CA | 91362 | 501 | CHARITY | $5,000 | |||||
| ORBIS INTERNATIONAL | |||||||||||
| 52 VANDERBILT AVENUE 8TH FLOOR | NEW YORK | NY | 10017 | 501 | CHARITY | $250 | |||||
| PAWS FOR PURPLE HEARTS | |||||||||||
| 10201 OLD REDWOOD HWY | PENNGROVE | CA | 94951 | 501 | CHARITY | $500 | |||||
| PLANNED PARENTHOOD ADVOCACY | |||||||||||
| 400 WEST 30TH STREET | LOS ANGELES | CA | 90007 | 501 | CHARITY | $2,500 | |||||
| PROJECT HOME | |||||||||||
| 1515 FAIRMOUNT AVENUE | PHILADELPHIA | PA | 19130 | 501 | CHARITY | $250 | |||||
| PROJECT HOPE | |||||||||||
| 1220 19TH STREET NW SUITE 800 | WASHINGTON | DC | 20036 | 501 | CHARITY | $250 | |||||
| PUNAHOU SCHOOL | |||||||||||
| 1601 PUNAHOU STREET | HONOLULU | HI | 96822 | 501 | CHARITY | $250 | |||||
| SHALOM INSTITUTE | |||||||||||
| 1014 S WESTLAKE BLVD SUITE 14-175 | WESTLAKE VILLAGE | CA | 91361 | 501 | CHARITY | $5,000 | |||||
| SKIRBALL CENTER | |||||||||||
| 2701 N SEPULVEDA BLVD | LOS ANGELES | CA | 90049 | 501 | CHARITY | $20,000 | |||||
| SPCA | |||||||||||
| 5026 W JEFFERSON BLVD | LOS ANGELES | CA | 90016 | 501 | CHARITY | $200 | |||||
| STEP UP ON SECOND | |||||||||||
| 1328 2ND ST | SANTA MONICA | CA | 90401 | 501 | CHARITY | $7,110 | |||||
| SUNVALLEY SUMMER SYMPHONY | |||||||||||
| 120 NORTH 2ND AVENUE 103 | KETCHUM | ID | 83340 | 501 | CHARITY | $6,000 | |||||
| TEAM PRIME TIME | |||||||||||
| 3740 OVERLAND AVE UNIT F | LOS ANGELES | CA | 90034 | 501 | CHARITY | $1,000 | |||||
| TEMPLE BETH EL | |||||||||||
| 220 S BEDFORD RD | CHAPPAQUA | NY | 10514 | 501 | CHARITY | $100 | |||||
| THE GIVENGAIN FOUNDATION | |||||||||||
| 501 | CHARITY | $1,000 | VENUE CENTRALE 122 | VILLARSSUROLLON | VAUD | SZ | 1884 | ||||
| THE MAESTRO FOUNDATION | |||||||||||
| 3025 OLYMPIC BLVD BOOKSTORE | SANTA MONICA | CA | 90404 | 501 | CHARITY | $2,500 | |||||
| THE RAPE FOUNDATION | |||||||||||
| 1223 WILSHIRE BLVD NO 410 | SANTA MONICA | CA | 90403 | 501 | CHARITY | $5,000 | |||||
| THE SALVATION ARMY | |||||||||||
| 16941 KEEGAN AVENUE | CARSON | CA | 90746 | 501 | CHARITY | $250 | |||||
| THE SCHAD FOUNDATION | |||||||||||
| 501 | CHARITY | $1,000 | 9520 PINE VALLEY DRIVE | WOODBRIDGE | ONTARIO | CA | L4H 4Z2 | ||||
| THE WALLIS ANNENBERG CENTER | |||||||||||
| 9390 N SANTA MONICA BLVD | BEVERLY HILLS | CA | 90210 | 501 | CHARITY | $10,000 | |||||
| TRIDENT SWIM FOUNDATION | |||||||||||
| 150 W 55TH ST | NEW YORK | NY | 10019 | 501 | CHARITY | $1,500 | |||||
| UCLA HILLEL | |||||||||||
| 574 HILGARD AVE | LOS ANGELES | CA | 90024 | 501 | CHARITY | $500 | |||||
| UNCF | |||||||||||
| 1805 7TH STREET NW | WASHINGTON | DC | 20001 | 501 | CHARITY | $100 | |||||
| UNION RESCUE MISSION | |||||||||||
| 545 SAN PEDRO ST | LOS ANGELES | CA | 90013 | 501 | CHARITY | $500 | |||||
| VAIL JAZZ | |||||||||||
| 291 MAIN ST 2ND FLOOR | MINTURN | CO | 81645 | 501 | CHARITY | $2,000 | |||||
| VALLEY OUTREACH SYNAGOGUE | |||||||||||
| 26668 AGOURA RD | CALABASAS | CA | 91302 | 501 | CHARITY | $2,340 | |||||
| VENICE FAMILY CLINIC | |||||||||||
| 604 ROSE AVENUE | VENICE | CA | 90291 | 501 | CHARITY | $5,000 | |||||
| VILLAGE FOR VETS | |||||||||||
| PO BOX 491971 | LOS ANGELES | CA | 90049 | 501 | CHARITY | $5,000 | |||||
| WAGS & WALKS | |||||||||||
| 2236 FEDERAL AVE | LOS ANGELES | CA | 90064 | 501 | CHARITY | $1,000 | |||||
| WOOD RIVER JEWISH COMMUNITY | |||||||||||
| 271 LEADVILLE AVE | KETCHUM | ID | 83340 | 501 | CHARITY | $1,600 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $541,162 | 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 | $25 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,918 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $47,433 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $53,376 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $53,376 | 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 (8 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 | $134,000 | Yes (X) | |
| HOWARD BANCHIK | |||||||
| 2 | 13027 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | $102,025 | Yes (X) | |
| HOWARD BANCHIK | |||||||
| 3 | 13027 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | $46,820 | Yes (X) | |
| HOWARD BANCHIK | |||||||
| 4 | 13027 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | $42,420 | Yes (X) | |
| HOWARD BANCHIK | |||||||
| 5 | 13027 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | $42,250 | Yes (X) | |
| HOWARD BANCHIK | |||||||
| 6 | 13027 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | $51,908 | Yes (X) | |
| HOWARD BANCHIK | |||||||
| 7 | 13027 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | $52,455 | Yes (X) | |
| HOWARD BANCHIK | |||||||
| 8 | 13027 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | $1,300 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 100,000 SHARES - BTCS INC. | $134,000 | 2021-01-11 |
| 2 | 1,250 SHARES - MICRON TECHNOLOGY, INC. | $102,025 | 2021-02-02 |
| 3 | 1,000 SHARES - DELTA AIR LINES, INC. | $46,820 | 2021-04-16 |
| 4 | 1,500 SHARES - NORWEGIAN CRUISE LINE HOLDINGS | $42,420 | 2021-04-16 |
| 5 | 500 SHARES - ROYAL CARIBBEAN GROUP | $42,250 | 2021-04-16 |
| 6 | 1,900 SHARES - CARNIVAL CORP | $51,908 | 2021-04-16 |
| 7 | 650 SHARES - VANECK VECTORS AGRIBUSINESS | $52,455 | 2021-01-28 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,350 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,350 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $67,312 | EOYBookValueAmt |
| EOYFMV | $88,596 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LIFE INSURANCE PREMIUM | $26,527 |
| NON DEDUCTIBLE PARTNERSHIP INCOME | $9 |
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 |
|---|---|---|---|---|
| CONSULTING | $457 | $0 | $0 | $461 |
| BANK FEES | $25 | $0 | $0 | $25 |
| LOSS SPRAGUE K-1 | $2,240 | $2,240 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CALIFORNIA TAXES | $116 | $0 | $0 | $116 |
| FEDERAL TAX | $1,170 | $0 | $0 | $0 |