STRATEGY STUDIO / PUBLIC DATA EXPLORER

BANCHIK FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
BANCHIK FAMILY FOUNDATION (EIN 95-4653371)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-13
IRS object ID
201743179349101784
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-13T13:02:22-08:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KIRSCH KOHN & BRIDGE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line121550 Oxnard Street Suite 200AddressLine1Txt
CityWoodland HillsCityNm
State AbbreviationCAStateAbbreviationCd
ZIP913677108ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954653371EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BANCHIK FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBANCBusinessNameControlTxt
Phone3108205443PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111440 SAN VICENTE BLVDAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90049ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHOWARD BANCHIKPersonNm
Person TitleDirectorPersonTitleTxt
Signature2017-11-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLEON GENDELMANPreparerPersonNm
PTINP00448477PTIN
Phone8189076500PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$331,313FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$589,492ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$7InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$7InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$355DividendsRevAndExpnssAmt
Dividends Net Invst Incm$355DividendsNetInvstIncmAmt
Dividends Adj Net Incm$355DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$2,321NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$408,298GrossSalesPriceAmt
Total Rev And Expnss$587,533TotalRevAndExpnssAmt
Total Net Invst Incm$362TotalNetInvstIncmAmt
Total Adj Net Incm$362TotalAdjNetIncmAmt
Taxes Rev And Expnss$60TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$60TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$26OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$26OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$86TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$26TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$60TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$344,797ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$344,797ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$344,883TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$26TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$344,857TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$242,650ExcessRevenueOverExpensesAmt
Net Investment Income$336NetInvestmentIncomeAmt
Adjusted Net Income$362AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$64,930SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$128,767SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$128,767SavAndTempCashInvstEOYFMVAmt
Corporate Stock EOY$201,988CorporateStockEOYAmt
Corporate Stock EOYFMV$202,546CorporateStockEOYFMVAmt
Other Investments BOY$23,175OtherInvestmentsBOYAmt
Total Assets BOY$88,105TotalAssetsBOYAmt
Total Assets EOY$330,755TotalAssetsEOYAmt
Total Assets EOYFMV$331,313TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$88,105CapitalStockBOYAmt
Capital Stock EOY$330,755CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$88,105TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$330,755TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$88,105TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$330,755TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$88,105TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$242,650ExcessRevenueOverExpensesAmt
Subtotal$330,755SubtotalAmt
Tot Net Ast Or Fund Balances EOY$330,755TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
300 SH ISHARES NASDAQP2016-12-21$80,626$80,736-$110-$110
290 SH KIMBERLY-CLARK CORPP2016-10-25$33,053$35,673-$2,620-$2,620
1,000 SH NATIONAL GRID PLCP2016-01-15$66,697$68,660-$1,963-$1,963
2,000 SH SELECT SECTOR UTI SELECTP2016-12-31$94,541$94,240$301$301
800 SH VANGUARD DIVIDENDP2016-12-31$66,781$65,750$1,031$1,031
4,000 SH MATTHEWS ASIAN GROWTHP2016-05-31$66,600$65,560$1,040$1,040
FieldValueIRS element (for citing)
Capital Gain Net Income-$2,321CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$2,321NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$322,708AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$145,437NetVlNoncharitableAssetsYr1Amt
Distribution Yr12.21889DistributionYr1Rt
Adjusted Qlfy Distri Yr2$380,383AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$299,728AdjustedQlfyDistriYr3Amt
Adjusted Qlfy Distri Yr4$363,732AdjustedQlfyDistriYr4Amt
Adjusted Qlfy Distri Yr5$321,750AdjustedQlfyDistriYr5Amt
Total Distribution2.218885TotalDistributionRt
Average Distribution0.443777AverageDistributionRt
Net Vl Noncharitable Assets$121,959NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$54,123AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$54,126AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$344,857QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$3InvestmentIncomeExciseTaxAmt
Subtotal$3SubtotalAmt
Tax Based On Investment Income$3TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$383EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$383TotalPaymentsAndCreditsAmt
Overpayment$380OverpaymentAmt
Applied To ES Tax$380AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1HOWARD BANCHIKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3108205443PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111440 SAN VICENTE BLVD 200AddressLine1Txt
CityLos AngelesCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90049ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
HOWARD BANCHIK
11440 SAN VICENTE BLVD 200LOS ANGELESCA90049PRESIDENT0.00$0
JACQUELINE BANCHIK
11440 SAN VICENTE BLVD 200LOS ANGELESCA90049Secretary0.00$0
RANDALL BANCHIK
11440 SAN VICENTE BLVD 200LOS ANGELESCA90049Director0.00$0
ANISSA SIEGEL
11440 SAN VICENTE BLVD 200LOS ANGELESCA90049Director0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$26,706AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$97,110AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$123,816TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$123,816AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,857CashDeemedCharitableAmt
Net Vl Noncharitable Assets$121,959NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,098MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,098MinimumInvestmentReturnAmt
Tax Based On Investment Income$3TaxBasedOnInvestmentIncomeAmt
Total Tax$3TotalTaxAmt
Distributable Before Adj$6,095DistributableBeforeAdjAmt
Distributable Before Ded$6,095DistributableBeforeDedAmt
Distributable As Adjusted$6,095DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$344,857ExpensesAndContributionsAmt
Qualifying Distributions$344,857QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$3PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$344,854AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,095DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$321,787ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$363,758ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$299,801ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$380,634ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$315,470ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,681,450TotalExcessDistributionCyovAmt
Qualifying Distributions$344,857QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,095AppliedToCurrentYearAmt
Remaining Distri From Corpus$338,762RemainingDistriFromCorpusAmt
Total Corpus$2,020,212TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$321,787ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,698,425ExcessDistriCyovToNextYrAmt
Excess From Year4$363,758ExcessFromYear4Amt
Excess From Year3$299,801ExcessFromYear3Amt
Excess From Year2$380,634ExcessFromYear2Amt
Excess From Year1$315,470ExcessFromYear1Amt
Excess From Current Year$338,762ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerHOWARD BANCHIKContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonSEE ATTACHED SCHEDULERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line111440 SAN VICENTE BLVD 200AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90049ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation Status501RecipientFoundationStatusTxt
Grant Or Contribution PurposeCHARITYGrantOrContributionPurposeTxt
Amt$344,797Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$344,797TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$355ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$2,321ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$1,959ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$1,959TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (9 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
HOWARD BANCHIK
113027 SAN VICENTE BLVDLOS ANGELESCA90049$42,575Yes (X)
HOWARD BANCHIK
213027 SAN VICENTE BLVDLOS ANGELESCA90049$35,673Yes (X)
HOWARD BANCHIK
313027 SAN VICENTE BLVDLOS ANGELESCA90049$117,800Yes (X)
HOWARD BANCHIK
413027 SAN VICENTE BLVDLOS ANGELESCA90049$80,736Yes (X)
HOWARD BANCHIK
513027 SAN VICENTE BLVDLOS ANGELESCA90049$101,700Yes (X)
HOWARD BANCHIK
613027 SAN VICENTE BLVDLOS ANGELESCA90049$60,845Yes (X)
HOWARD BANCHIK
713027 SAN VICENTE BLVDLOS ANGELESCA90049$15,884Yes (X)
HOWARD BANCHIK
813027 SAN VICENTE BLVDLOS ANGELESCA90049$68,660Yes (X)
HOWARD BANCHIK
913027 SAN VICENTE BLVDLOS ANGELESCA90049$65,560Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (9 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1500 SHARES - VANGUARD DIV APPRECIATION$42,5752016-08-01
2290 Shares - Kimberly Clark Corp$35,6732016-10-10
32,500 Shares - Utilities SPDR$117,8002016-10-10
4300 Shares - iShares NASDAQ Biotechnology Index$80,7362016-12-19
52,450 Shares - Spectra Energy$101,7002016-12-19
62,813 Shares - Hope Bancorp Inc$60,8452016-12-19
7300 shares - Verizon$15,8842017-12-19
81,000 shares - National Grid plc$68,6602016-01-05
94,000 shares - Matthews Asian Growth and Income Fund Investor$65,5602016-05-23

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
BANK CHARGES$25$25
ROUNDING$1$1

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryCALIFORNIA FEESCategoryTxt
Amt$60Amt
Disbursements Charitable Prps$60DisbursementsCharitablePrpsAmt