BANCHIK FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BANCHIK FAMILY FOUNDATION (EIN 95-4653371)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-31
- IRS object ID
- 202533049349100018
- Schema version
- 2024v5.2
- 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 Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-31T09:02:09-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582487348 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APRIO ADVISORY GROUP LLC | 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 | 91367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 2025-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEON GENDELMAN | PreparerPersonNm |
| PTIN | P00448477 | PTIN |
| Phone | 8189076500 | PhoneNum |
| Preparation | 2025-10-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $284,240 | 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 | $884,794 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $220 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $220 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $220 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $3,368 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,368 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,368 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,481 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $876,404 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,481 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $917,863 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,069 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,588 | 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 | $4,500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,500 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,677 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,677 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $866 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,043 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,177 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $640,870 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $640,870 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $650,913 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $650,047 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $266,950 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,069 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,588 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $51,722 | CashBOYAmt |
| Cash EOY | $42,866 | CashEOYAmt |
| Cash EOYFMV | $42,866 | CashEOYFMVAmt |
| Rcvbl From Officers BOY | $9,534 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $9,534 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $9,534 | RcvblFromOfficersEOYFMVAmt |
| Other Investments BOY | $37,183 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $175,160 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $231,840 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $98,439 | TotalAssetsBOYAmt |
| Total Assets EOY | $227,560 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $284,240 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $167,751 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $57,449 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $167,751 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $57,449 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | -$106,415 | CapitalStockBOYAmt |
| Capital Stock EOY | -$106,415 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $37,103 | RetainedEarningBOYAmt |
| Retained Earning EOY | $276,526 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | -$69,312 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $170,111 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $98,439 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $227,560 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | -$69,312 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $266,950 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $197,638 | SubtotalAmt |
| Other Decreases | $27,527 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $170,111 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 12 SHS BOOKING HOLDINGS INC | 2022-04-06 | 2024-01-02 | $42,714 | $37,182 | $5,532 | $5,532 |
| 600 SHS VANGUARD DIVIDEND APPRECIATION INDEX FUND ET | 2016-12-28 | 2024-01-16 | $101,905 | $101,364 | $541 | $541 |
| 60 SHS MCDONALDS CORP | 2020-04-02 | 2024-02-09 | $17,445 | $17,573 | -$128 | -$128 |
| 350 SHS STARBUCKS CORP | 2020-03-23 | 2024-02-15 | $32,623 | $32,855 | -$232 | -$232 |
| 50 SHS MCDONALDS CORP | 2020-04-02 | 2024-03-15 | $13,993 | $14,645 | -$652 | -$652 |
| 100 SHS STARBUCKS CORP | 2020-03-23 | 2024-03-15 | $9,045 | $9,387 | -$342 | -$342 |
| 65 SHS MCDONALDS CORP | 2020-04-02 | 2024-03-26 | $18,117 | $19,038 | -$921 | -$921 |
| 250 SHS STARBUCKS CORP | 2020-03-23 | 2024-03-26 | $22,747 | $23,468 | -$721 | -$721 |
| 200 SHS VANGUARD DIVIDEND APPRECIATION INDEX FUND ET | 2016-12-28 | 2024-04-22 | $34,942 | $35,096 | -$154 | -$154 |
| 67.4349 SHS VANGUARD DIVIDEND APPRECIATION INDEX FUND ET | 2016-12-28 | 2024-05-20 | $12,384 | $11,833 | $551 | $551 |
| 82.5651 SHS VANGUARD DIVIDEND APPRECIATION INDEX FUND ET | 2016-12-28 | 2024-05-20 | $15,163 | $14,488 | $675 | $675 |
| 97.4349 SHS VANGUARD DIVIDEND APPRECIATION INDEX FUND ET | 2016-12-28 | 2024-05-20 | $17,894 | $17,098 | $796 | $796 |
| 122.5651 SHS VANGUARD DIVIDEND APPRECIATION INDEX FUND ET | 2016-12-28 | 2024-05-20 | $22,509 | $21,508 | $1,001 | $1,001 |
| 180 SHS VANGUARD DIVIDEND APPRECIATION INDEX FUND ET | 2016-12-28 | 2024-05-20 | $33,057 | $32,175 | $882 | $882 |
| 100 SHS VANGUARD DIVIDEND APPRECIATION INDEX FUND ET | 2016-12-28 | 2024-05-22 | $18,347 | $17,875 | $472 | $472 |
| 150 SHS JP MORGAN CHASE & CO | 2020-04-01 | 2024-06-06 | $29,588 | $25,025 | $4,563 | $4,563 |
| 150 SHS JP MORGAN CHASE & CO | 2020-04-01 | 2024-06-13 | $28,847 | $25,025 | $3,822 | $3,822 |
| 7.5651 SHS VANGUARD DIVIDEND APPRECIATION INDEX FUND ET | 2016-12-28 | 2024-06-21 | $1,401 | $1,352 | $49 | $49 |
| 192.435 SHS VANGUARD DIVIDEND APPRECIATION INDEX FUND ET | 2016-12-28 | 2024-06-21 | $35,632 | $34,398 | $1,234 | $1,234 |
| 175 SHS MCDONALDS CORP | 2020-04-02 | 2024-07-09 | $42,861 | $44,597 | -$1,736 | -$1,736 |
| 50 SHS VANGUARD DIVIDEND APPRECIATION INDEX FUND ET | 2016-12-28 | 2024-08-16 | $9,517 | $8,937 | $580 | $580 |
| 275 SHS VANGUARD DIVIDEND APPRECIATION INDEX FUND ET | 2016-12-28 | 2024-09-17 | $54,298 | $49,157 | $5,141 | $5,141 |
| 310 SHS VANGUARD DIVIDEND APPRECIATION INDEX FUND ET | 2016-12-28 | 2024-10-21 | $61,684 | $55,413 | $6,271 | $6,271 |
| 1000 SHS UNITED AIRLINES HLDGS | 2020-09-24 | 2024-12-16 | $99,584 | $97,327 | $2,257 | $2,257 |
| 100107.48 SHS SCHWAB TREASURY OBLIGATIONS | 2024-06-06 | 2024-06-13 | $100,107 | $100,107 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,481 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $460 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $460 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $460 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $707 | 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 | $707 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $247 | OverpaymentAmt |
| Applied To ES Tax | $247 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HOWARD BANCHIK | IndividualWithBooksNm |
| Phone | 3108205443 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10877 WILSHIRE BLVD STE 1105 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HOWARD BANCHIK | ||||||||
| 10877 WILSHIRE BLVD STE 1105 | LOS ANGELES | CA | 90024 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| RANDALL BANCHIK | ||||||||
| 10877 WILSHIRE BLVD STE 1105 | LOS ANGELES | CA | 90024 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ANISSA SIEGEL | ||||||||
| 10877 WILSHIRE BLVD STE 1105 | LOS ANGELES | CA | 90024 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $187,246 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $59,844 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $247,090 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $247,090 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,706 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $243,384 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,169 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,169 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $460 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $460 | TotalTaxAmt |
| Distributable Before Adj | $11,709 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,709 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,709 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $650,047 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $650,047 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,709 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $463,808 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $496,736 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $535,448 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $412,432 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $834,916 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,743,340 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $650,047 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,709 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $638,338 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,381,678 | 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 | $463,808 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,917,870 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $496,736 | ExcessFromYear4Amt |
| Excess From Year3 | $535,448 | ExcessFromYear3Amt |
| Excess From Year2 | $412,432 | ExcessFromYear2Amt |
| Excess From Year1 | $834,916 | ExcessFromYear1Amt |
| Excess From Current Year | $638,338 | 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 (74 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AARP FOUNDATION | |||||||||||
| PO BOX 93207 | LONG BEACH | CA | 90809 | 501 | CHARITY | $750 | |||||
| ALEPH INSTITUTE | |||||||||||
| 9540 COLLINS AVE | SURFSIDE | FL | 33154 | 501 | CHARITY | $1,000 | |||||
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY | |||||||||||
| 199 WATER ST 11TH FLOOR | NEW YORK | NY | 10038 | 501 | CHARITY | $7,000 | |||||
| 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 | |||||
| AMERICAN JEWISH UNIVERSITY | |||||||||||
| 15600 MULHOLLAND DR | LOS ANGELES | CA | 90077 | 501 | CHARITY | $1,000 | |||||
| AMERICAN NATIONAL RED CROSS | |||||||||||
| 1450 S CENTRAL AVE | LOS ANGELES | CA | 90021 | 501 | CHARITY | $1,000 | |||||
| BEIT T'SHUVAH | |||||||||||
| 8831 VENICE BLVD | LOS ANGELES | CA | 90034 | 501 | CHARITY | $5,000 | |||||
| BET TZEDEK LEGAL SERVICES | |||||||||||
| 3250 WILSHIRE BLVD 1300 | LONG BEACH | CA | 90010 | 501 | CHARITY | $3,000 | |||||
| B'NAI B'RITH INTERNATIONAL | |||||||||||
| 1120 20TH STREET NW SUITE 300N | WASHINGTON DC | DC | 20036 | 501 | CHARITY | $250 | |||||
| BUREAU JEWISH EDUCATION | |||||||||||
| ONE FEDERATION WAY SUITE 205 | IRVINE | CA | 92603 | 501 | CHARITY | $500 | |||||
| CALIFORNIA COMMUNITY FOUNDATION | |||||||||||
| 221 S FIGUEROA ST 400 | LOS ANGELES | CA | 90012 | 501 | CHARITY | $10,000 | |||||
| CALIFORNIA JAZZ FOUNDATION | |||||||||||
| 13205 CHELTENHAM DR | SHERMAN OAKS | CA | 91423 | 501 | CHARITY | $6,000 | |||||
| CALIFORNIA ONCOLOGY RESEARCH INSTITUTE | |||||||||||
| 1158 26TH ST | SANTA MONICA | CA | 90403 | 501 | CHARITY | $5,000 | |||||
| CALIFORNIA STATE UNIVERSITY NORTHRIDGE | |||||||||||
| 18111 NORDHOFF STREET | NORTHRIDGE | CA | 91330 | 501 | CHARITY | $1,000 | |||||
| CENTER THEATRE GROUP | |||||||||||
| 601 W TEMPLE ST | LOS ANGELES | CA | 90012 | 501 | CHARITY | $5,000 | |||||
| CHILDRENS BURN FOUNDATION | |||||||||||
| 5000 VAN NUYS BLVD | SHERMAN OAKS | CA | 91403 | 501 | CHARITY | $25,000 | |||||
| COMMUNITY INITIATIVES | |||||||||||
| 1000 BROADWAY SUITE 480 | OAKLAND | CA | 94607 | 501 | CHARITY | $5,000 | |||||
| CONCERN FOUNDATION | |||||||||||
| 11111 W OLYMPIC BLVD 214 | LOS ANGELES | CA | 90064 | 501 | CHARITY | $2,500 | |||||
| DONATE LIFE AMERICA | |||||||||||
| 5516 FALMOUTH STREET SUITE 302 | RICHMOND | VA | 23230 | 501 | CHARITY | $500 | |||||
| ELEMENTAL MUSIC ALL RIGHTS RESERVED | |||||||||||
| 1906 OLYMPIC BLVD | SANTA MONICA | CA | 90404 | 501 | CHARITY | $350 | |||||
| FRIENDS OF ROBINSON GARDENS | |||||||||||
| 1008 ELDEN WAY | BEVERLY HILLS | CA | 90210 | 501 | CHARITY | $3,000 | |||||
| FULFILLMENT FUND | |||||||||||
| 6100 WILSHIRE BLVD 600 | LOS ANGELES | CA | 90048 | 501 | CHARITY | $25,000 | |||||
| GIVEBUTTER | |||||||||||
| 2810 N CHURCH ST | WILMINGTON | DE | 19802 | 501 | CHARITY | $5,400 | |||||
| GREATER SAN FERNANDO B'NAI BRITH MEN'S CHAPTER | |||||||||||
| 10800 RESEDA BLDV | PORTER RANCH | CA | 91326 | 501 | CHARITY | $500 | |||||
| HARMONY PROJECT | |||||||||||
| 4322 WILSHIRE BLVD 101 | LOS ANGELES | CA | 90010 | 501 | CHARITY | $65,500 | |||||
| HEBREW UNION COLLEGE | |||||||||||
| 3077 UNIVERSITY AVE | LOS ANGELES | CA | 90007 | 501 | CHARITY | $15,000 | |||||
| INNER CITY LAW CENTER | |||||||||||
| 1309 E 7TH ST | LOS ANGELES | CA | 90021 | 501 | CHARITY | $1,300 | |||||
| JAZZ ON THE TUBE | |||||||||||
| PO BOX 145 | TIVOLI | NY | 12583 | 501 | CHARITY | $100 | |||||
| JEWISH BIG BROTHERS BIG SISTERS OF LOS ANGELES | |||||||||||
| 11150 W OLYMPIC BLVD SUITE 900 | LOS ANGELES | CA | 90064 | 501 | CHARITY | $7,500 | |||||
| JEWISH COMMUNITY FOUNDATION OF LOS ANGELES | |||||||||||
| 6505 WILSHIRE BLVD SUITE 1200 | LOS ANGELES | CA | 90048 | 501 | CHARITY | $1,000 | |||||
| JEWISH EDUCATION TRADE SCHOOL | |||||||||||
| 16601 RINALDI ST | GRANADA HILLS | CA | 91344 | 501 | CHARITY | $1,000 | |||||
| JEWISH FAMILY SERVICE OF LA | |||||||||||
| 8838 W PICO BLVD | LOS ANGELES | CA | 90035 | 501 | CHARITY | $3,000 | |||||
| JEWISH FEDERATION OF GREATER LOS ANGELES | |||||||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | 501 | CHARITY | $138,000 | |||||
| JEWISH FREE LOAN ASSOCIATION | |||||||||||
| 6505 WILSHIRE BLVD SUITE 715 | LOS ANGELES | CA | 90048 | 501 | CHARITY | $10,000 | |||||
| KETCHUM SUN VALLEY VOLUNTEER ASSOCIATION | |||||||||||
| PO BOX 1262 | KETCHUM | ID | 83340 | 501 | CHARITY | $750 | |||||
| LACPCA SUPPORTS K9 | |||||||||||
| 1223 WILSHIRE BLVD 435 | SANTA MONICA | CA | 90403 | 501 | CHARITY | $250 | |||||
| LOS ANGELES JAZZ SOCIETY | |||||||||||
| 6725 SUNSET BLVD | LOS ANGELES | CA | 90028 | 501 | CHARITY | $5,000 | |||||
| LOS ANGELES PHILHARMONIC HOLLYWOOD BOWL | |||||||||||
| 151 S GRAND AVE | LOS ANGELES | CA | 90012 | 501 | CHARITY | $5,965 | |||||
| LOS ANGELES REGIONAL FOOD BANK | |||||||||||
| 1734 E 41ST ST | LOS ANGELES | CA | 90058 | 501 | CHARITY | $500 | |||||
| MERCY SHIPS | |||||||||||
| PO BOX 1930 | GARDEN VALLEY | TX | 75771 | 501 | CHARITY | $25 | |||||
| MUSEIQUE | |||||||||||
| 1030 S ARROYO PKWY SUITE 216 | PASADENA | CA | 91105 | 501 | CHARITY | $500 | |||||
| MUSIC CENTER | |||||||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | 501 | CHARITY | $3,000 | |||||
| NEW WEST SYMPHONY | |||||||||||
| 2100 THOUSAND OAKS BLVD D | THOUSAND OAKS | CA | 91362 | 501 | CHARITY | $5,000 | |||||
| NORTHEAST COMMUNITY CENTER | |||||||||||
| 1161 FRITZ DR | BETHLEHEM | PA | 18017 | 501 | CHARITY | $5,000 | |||||
| OLIVE CREST | |||||||||||
| 2130 E 4TH ST 200 | SANTA ANA | CA | 92705 | 501 | CHARITY | $10,000 | |||||
| OPEN PATHS COUNSELING CENTER | |||||||||||
| 301 N PRAIRIE AVE SUITE 510 | INGLEWOOD | CA | 90301 | 501 | CHARITY | $35,000 | |||||
| OPERATION SMILE | |||||||||||
| 3641 FACULTY BOULEVARD | VIRGINIA BEACH | VA | 23453 | 501 | CHARITY | $1,500 | |||||
| PLANNED PARENTHOOD ADVOCACY | |||||||||||
| 400 WEST 30TH STREET | LOS ANGELES | CA | 90007 | 501 | CHARITY | $1,000 | |||||
| READY TO SUCCEED | |||||||||||
| 11726 SAN VICENTE BLVD SUITE 212 | LOS ANGELES | CA | 90049 | 501 | CHARITY | $35,000 | |||||
| SAINT JOHN'S HEALTH CENTER | |||||||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | 501 | CHARITY | $25,000 | |||||
| SKIRBALL CULTURAL CENTER | |||||||||||
| 2701 N SEPULVEDA BLVD | LOS ANGELES | CA | 90049 | 501 | CHARITY | $10,000 | |||||
| SPECIAL OLYMPICS | |||||||||||
| 2600 VIRGINIA AVE NW 11TH FLOOR | WASHINGTON | DC | 20037 | 501 | CHARITY | $500 | |||||
| STUDENT SPONSOR PARTNERS | |||||||||||
| 90 BROAD STREET SUITE 400 | NEW YORK | NY | 10004 | 501 | CHARITY | $25,000 | |||||
| SUN VALLEY WRITERS | |||||||||||
| 351 LEADVILLE AVENUE NORTH | KETCHUM | ID | 83340 | 501 | CHARITY | $6,200 | |||||
| SUNVALLEY SUMMER SYMPHONY | |||||||||||
| 120 NORTH 2ND AVENUE 103 | KETCHUM | ID | 83340 | 501 | CHARITY | $3,090 | |||||
| THE ACLU FOUNDATION INC | |||||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | 501 | CHARITY | $500 | |||||
| THE FORD | |||||||||||
| 2580 CAHUENGA BLVD EAST | LOS ANGELES | CA | 90068 | 501 | CHARITY | $9,420 | |||||
| THE GABRIELLA FOUNDATION | |||||||||||
| 222 E 16TH ST SUITE E | LOS ANGELES | CA | 90015 | 501 | CHARITY | $500 | |||||
| THE GIVENGAIN FOUNDATION | |||||||||||
| 501 | CHARITY | $1,000 | VENUE CENTRALE 122 | VILLARSSUROLLON | VAUD | SZ | 1884 | ||||
| THE GUARDIANS | |||||||||||
| 21176 CENTRE POINTE PKWY 300 | CANYON COUNTRY | CA | 91350 | 501 | CHARITY | $2,250 | |||||
| THE MAESTRO FOUNDATION | |||||||||||
| 3025 OLYMPIC BLVD BOOKSTORE | SANTA MONICA | CA | 90404 | 501 | CHARITY | $2,400 | |||||
| THE PAD PROJECT | |||||||||||
| 10573 W PICO BLVD SUITE 73 | LOS ANGELES | CA | 90064 | 501 | CHARITY | $25,000 | |||||
| THE SEEING EYE INC | |||||||||||
| 1 SEEING EYE WY | MORRISTOWN | NJ | 07960 | 501 | CHARITY | $250 | |||||
| TRIDENT SWIM FOUNDATION | |||||||||||
| 150 W 55TH ST | NEW YORK | NY | 10019 | 501 | CHARITY | $1,000 | |||||
| UCLA HILLEL | |||||||||||
| 574 HILGARD AVE | LOS ANGELES | CA | 90024 | 501 | CHARITY | $750 | |||||
| UNITED FRIENDS OF THE CHILDREN | |||||||||||
| 1055 WILSHIRE BLVD 1550 | LOS ANGELES | CA | 90017 | 501 | CHARITY | $35,000 | |||||
| VAIL JAZZ FOUNDATION | |||||||||||
| 291 MAIN ST 2ND FLOOR | MINTURN | CO | 81645 | 501 | CHARITY | $2,100 | |||||
| VALLEY OUTREACH SYNAGOGUE | |||||||||||
| 26668 AGOURA RD | CALABASAS | CA | 91302 | 501 | CHARITY | $3,300 | |||||
| WAGS & WALKS | |||||||||||
| 2236 FEDERAL AVE | LOS ANGELES | CA | 90064 | 501 | CHARITY | $1,270 | |||||
| WOMEN'S GUILD CEDARS-SINAI | |||||||||||
| 407 NORTH MAPLE DRIVE GROUND FLOOR | BEVERLY HILLS | CA | 90210 | 501 | CHARITY | $3,000 | |||||
| WOOD RIVER JEWISH COMMUNITY | |||||||||||
| 271 LEADVILLE AVE | KETCHUM | ID | 83340 | 501 | CHARITY | $1,200 | |||||
| WORKING DREAMS | |||||||||||
| 118 S BEVERLY DRIVE 222 | BEVERLY HILLS | CA | 90212 | 501 | CHARITY | $5,000 | |||||
| WORTHY BEYOND PURPOSE | |||||||||||
| 19155 HAYNES ST | RESEDA | CA | 91335 | 501 | CHARITY | $5,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $640,870 | 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 | $220 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,368 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,481 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $33,069 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,069 | 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 (9 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 | $101,364 | Yes (X) |
| HOWARD BANCHIK | ||||||
| 2 | 13027 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | $50,049 | Yes (X) |
| HOWARD BANCHIK | ||||||
| 3 | 13027 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | $51,257 | Yes (X) |
| HOWARD BANCHIK | ||||||
| 4 | 13027 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | $65,709 | Yes (X) |
| HOWARD BANCHIK | ||||||
| 5 | 13027 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | $100,024 | Yes (X) |
| HOWARD BANCHIK | ||||||
| 6 | 13027 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | $44,597 | Yes (X) |
| HOWARD BANCHIK | ||||||
| 7 | 13027 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | $175,160 | Yes (X) |
| HOWARD BANCHIK | ||||||
| 8 | 13027 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | $97,327 | Yes (X) |
| HOWARD BANCHIK | ||||||
| 9 | 13027 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | $199,307 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (9 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 600 SHARES - VANGUARD DIVIDEND APPRECIATION INDEX FUND ET | $101,364 | 2024-01-01 |
| 2 | 300 SHARES - JP MORGAN CHASE & CO | $50,049 | 2024-01-01 |
| 3 | 175 SHARES - MCDONALDS CORP | $51,257 | 2024-01-01 |
| 4 | 700 SHARES - STARBUCKS CORP | $65,709 | 2024-01-01 |
| 5 | 570 SHARES - VANGUARD DIVIDEND APPRECIATION INDEX FUND. | $100,024 | 2024-01-01 |
| 6 | 175 SHARES - MCDONALDS CORP | $44,597 | 2024-01-01 |
| 7 | 1000 SHARES - BROADCOM INC | $175,160 | 2024-01-01 |
| 8 | 1000 SHARES - UNITED AIRLINES HLDGS | $97,327 | 2024-01-01 |
| 9 | 1115 SHARES - VANGUARD DIVIDEND APPRECIATION INDEX FUND. | $199,307 | 2024-01-01 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,677 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,677 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CORPORATE STOCK | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $175,160 | BookValueAmt |
| EOYFMV | $231,840 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $4,500 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,500 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LIFE INSURANCE PREMIUM | $26,527 |
| NDE POLITICAL CONTRIBUTIONS | $1,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUES AND SUBSCRIPTIONS | Desc |
| Revenue And Expenses Per Books | $866 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $167,751 | BOYBookValueAmt |
| EOY Book Value | $57,449 | EOYBookValueAmt |