BANCHIK FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BANCHIK FAMILY FOUNDATION (EIN 95-4653371)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-12
- IRS object ID
- 201813169349101446
- Schema version
- 2017v2.2
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-12T17:02:13-08:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 21550 Oxnard Street Suite 200 | 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 | 2017-01-01 | 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 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD BANCHIK | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2018-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEON GENDELMAN | PreparerPersonNm |
| PTIN | P00448477 | PTIN |
| Phone | 8189076500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $231,921 | 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 | $276,167 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $55 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $55 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $55 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $4,880 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,880 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,880 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$17,892 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $245,536 | GrossSalesPriceAmt |
| Total Rev And Expnss | $263,210 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,935 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,935 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $654 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $569 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $85 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $654 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $569 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $85 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $366,278 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $366,278 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $366,932 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $569 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $366,363 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$103,722 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,366 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,935 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $128,767 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,251 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,251 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $201,988 | CorporateStockBOYAmt |
| Corporate Stock EOY | $57,970 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $58,064 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $156,812 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $161,606 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $330,755 | TotalAssetsBOYAmt |
| Total Assets EOY | $227,033 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $231,921 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $330,755 | CapitalStockBOYAmt |
| Capital Stock EOY | $227,033 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $330,755 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $227,033 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $330,755 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $227,033 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $330,755 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$103,722 | ExcessRevenueOverExpensesAmt |
| Subtotal | $227,033 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $227,033 | 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 |
|---|---|---|---|---|---|---|---|
| 2410 SHS ENBRIDGE INC | D | 2016-12-19 | 2017-10-18 | $99,478 | $101,700 | -$2,222 | -$2,222 |
| 2113 SHS HOPE BANCORP INC | D | 2016-12-19 | 2017-08-22 | $34,493 | $45,704 | -$11,211 | -$11,211 |
| 700 SHS HOPE BANCORP INC | D | 2016-12-19 | 2017-08-22 | $11,428 | $15,140 | -$3,712 | -$3,712 |
| 500 SHS SELECT SECTOR UTI SELECT | D | 2016-10-10 | 2017-01-03 | $24,240 | $23,560 | $680 | $680 |
| 300 SHS VERIZON COMMUNICATIONS | D | 2016-12-19 | 2017-06-14 | $13,984 | $15,884 | -$1,900 | -$1,900 |
| 2000 SHS MATTHEWS PACIFIC TIGER | D | 2017-12-15 | 2017-12-18 | $61,880 | $61,440 | $440 | $440 |
| ENBRIDGE INC - CASH IN LIEU | D | 2016-12-19 | 2017-03-01 | $33 | $33 | $33 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$17,892 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$17,892 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $344,854 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $121,959 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 2.82762 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $322,708 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $145,437 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 2.21889 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $380,383 | AdjustedQlfyDistriYr3Amt |
| Adjusted Qlfy Distri Yr4 | $299,728 | AdjustedQlfyDistriYr4Amt |
| Adjusted Qlfy Distri Yr5 | $363,732 | AdjustedQlfyDistriYr5Amt |
| Total Distribution | 5.046507 | TotalDistributionRt |
| Average Distribution | 1.009301 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $257,382 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $259,776 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $44 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $259,820 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $366,363 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $44 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $44 | SubtotalAmt |
| Tax Based On Investment Income | $44 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $380 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $380 | TotalPaymentsAndCreditsAmt |
| Overpayment | $336 | OverpaymentAmt |
| Applied To ES Tax | $336 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWARD BANCHIK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| HOWARD BANCHIK | ||||||
| 11440 SAN VICENTE BLVD 200 | LOS ANGELES | CA | 90049 | PRESIDENT | 0.00 | $0 |
| RANDALL BANCHIK | ||||||
| 11440 SAN VICENTE BLVD 200 | LOS ANGELES | CA | 90049 | Director | 0.00 | $0 |
| ANISSA SIEGEL | ||||||
| 11440 SAN VICENTE BLVD 200 | LOS ANGELES | CA | 90049 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $118,805 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $142,497 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $261,302 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $261,302 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,920 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $257,382 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,869 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,869 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $44 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $44 | TotalTaxAmt |
| Distributable Before Adj | $12,825 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $12,825 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $12,825 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $366,363 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $366,363 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $44 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $366,319 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,825 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $363,758 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $299,801 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $380,634 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $315,470 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $338,762 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,698,425 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $366,363 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,825 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $353,538 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,051,963 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $363,758 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,688,205 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $299,801 | ExcessFromYear4Amt |
| Excess From Year3 | $380,634 | ExcessFromYear3Amt |
| Excess From Year2 | $315,470 | ExcessFromYear2Amt |
| Excess From Year1 | $338,762 | ExcessFromYear1Amt |
| Excess From Current Year | $353,538 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED SCHEDULE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| 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) |
|---|---|---|
| Recipient Foundation Status | 501 | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITY | GrantOrContributionPurposeTxt |
| Amt | $366,278 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $366,278 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,880 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$17,892 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$12,957 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$12,957 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 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 | $57,970 | Yes (X) |
| HOWARD BANCHIK | ||||||
| 2 | 13027 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | $218,112 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 348 SHARES - ILLINOIS TOOL WORKS | $57,970 | 2017-12-28 |
| 2 | 7,100 SHARES - MATTHEWS PACIFIC TIGER FD INV | $218,112 | 2017-12-15 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Illinois Tool Works | $57,970 | $58,064 |
| Hope Bancorp | ||
| Spectra Energy | ||
| Verizon | ||
| Select Sector UTI |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Matthews Pacific Tiger | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $156,812 | BookValueAmt |
| EOYFMV | $161,606 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| CALIFORNIA FEES | $85 | $85 | |
| FOREIGN TAXES | $569 | $569 |