2024-11-15T16:35:40-06:00 2023-12-31 953404284 KIRSCH KOHN & BRIDGE LLP 21800 OXNARD STREET SUITE 900 WOODLAND HILLS CA 913677108 990PF 2023-01-01 954653371 BANCHIK FAMILY FOUNDATION BANC 3108205443 10877 WILSHIRE BLVD STE 1105 LOS ANGELES CA 90024 HOWARD BANCHIK DIRECTOR 3108205443 2024-11-15 1 1 LEON GENDELMAN P00448477 8189076500 2023 2024-10-15 13:58:12Z X 103823 X 913296 561 561 561 1715 1715 1715 -8001 1118115 0 907571 2276 2276 0 0 0 0 16018 0 0 16018 623 623 0 0 56 0 0 0 2288 1800 0 0 18985 2423 0 16018 824956 824956 843941 2423 0 840974 63630 0 2276 176 51722 51722 9534 9534 9534 0 37183 42567 9710 98439 103823 116125 167751 116125 167751 X -106415 -106415 0 0 0 37103 -106415 -69312 9710 98439 -106415 63630 0 -42785 26527 -69312 700 SHS CHARLES SCHWAB CORPORATIONCHARLES SCHWAB CORPORATIONCHARLES SCHW P 2020-03-23 2023-01-03 58120 58055 65 65 450 SHS APPLE INC P 2023-03-09 2023-01-03 56024 56556 -532 -532 500 SHS JACOBS SOLUTIONS INC P 2020-05-13 2023-01-04 61089 60542 547 547 150 SHS SERVICENOW INC P 2020-02-28 2023-01-04 58642 57917 725 725 850 SHS APPLE INC P 2020-03-09 2023-02-22 125857 126339 -482 -482 500 SHS APPLE INC P 2020-03-09 2023-02-21 74939 76430 -1491 -1491 50 SHS MARRIOTT INTERNATIONAL INC P 2021-06-28 2023-08-24 10082 10163 -81 -81 200 SHS ABBVIE INC P 2016-12-28 2023-08-24 29285 29416 -131 -131 200 SHS HILTON HOTELS CORPORATION P 2021-05-06 2023-08-29 29598 29974 -376 -376 150 SHS MARRIOTT INTERNATIONAL INC P 2016-06-28 2023-09-05 30373 30488 -115 -115 1250 SHS VANGUARD DIVIDEND APPRECIATION INDEX FUND ET P 2016-12-28 2023-09-05 203424 204788 -1364 -1364 800 SHS VANGUARD SMALL CAP CALUEET P 2020-05-26 2023-03-09 130682 135448 -4766 -4766 150,000 SHS SCHWAB TREASURY OBLIG MO NEY INV P 150000 150000 0 0 100,000 SHS SCHWAB TREASURY OBLIG MO NEY INV P 100000 100000 0 0 -8001 -532 0 0 0 0 0 707 0 0 0 707 0 707 707 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A HOWARD BANCHIK 3108205443 10877 WILSHIRE BLVD STE 1105 LOS ANGELES CA 90024 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 96999 25999 0 122998 0 0 122998 1845 121153 6058 6058 0 6058 0 6058 0 6058 840974 0 840974 6058 0 0 284134 463808 496736 535448 412432 2192558 840974 0 0 0 6058 834916 0 0 3027474 0 0 0 0 0 0 284134 2743340 463808 496736 535448 412432 834916 HOWARD BANCHIK X A PLACE CALLED HOME 2830 S CENTRAL AV LOS ANGELES CA 90010 501 CHARITY 6000 AARP FOUNDATION PO BOX 93207 LONG BEACH CA 90809 501 CHARITY 1250 ALS NETWORK PO BOX 7082 WOODLAND HILLS CA 91364 501 CHARITY 500 ALZEIMER'S LOS ANGELES 4221 WILSHIRE BLVD STE 290-5 LOS ANGELES CA 90010 501 CHARITY 500 AMERICAN FRIENDS OF THE HEBREW UNIVERSITY 199 WATER ST 11TH FLOOR NEW YORK NY 10038 501 CHARITY 6000 AMERICAN FRIENDS SERVICE COMMITTEE 15 RUTHERFORD PLACE NEW YORK NY 10003 501 CHARITY 500 AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE 6310 S SAN VICENTE BLVD 275 LOS ANGELES CA 90048 501 CHARITY 5000 AMERICAN JEWISH UNIVERSITY 15600 MULHOLLAND DR LOS ANGELES CA 90077 501 CHARITY 1000 AVIVA FAMILY AND CHILDREN'S SERVICES 7120 FRANKLIN AVE LOS ANGELES CA 90046 501 CHARITY 5000 BEIT T'SHUVAH 8831 VENICE BLVD LOS ANGELES CA 90034 501 CHARITY 10000 BIRTHRIGHT ISRAEL FOUNDATION PO BOX 21615 NEW YORK NY 10087 501 CHARITY 10000 BUREAU JEWISH EDUCATION ONE FEDERATION WAY SUITE 205 IRVINE CA 92603 501 CHARITY 1000 CALIFORNIA COMMUNITY FOUNDATION 221 S FIGUEROA ST 400 LOS ANGELES CA 90012 501 CHARITY 10000 CALIFORNIA JAZZ FOUNDATION 13205 CHELTENHAM DR SHERMAN OAKS CA 91423 501 CHARITY 2000 CALIFORNIA ONCOLOGY RESEARCH INSTITUTE 1158 26TH ST SANTA MONICA CA 90403 501 CHARITY 7500 CENTER THEATRE GROUP 601 W TEMPLE ST LOS ANGELES CA 90012 501 CHARITY 5000 CHILDRENS BURN FOUNDATION 5000 VAN NUYS BLVD SHERMAN OAKS CA 91403 501 CHARITY 5000 COMMUNITY INITIATIVES 1000 BROADWAY SUITE 480 OAKLAND CA 94607 501 CHARITY 15250 COMPASSION & CHOICES 101 SW MADISON STREET 8009 PORTLAND OR 97207 501 CHARITY 500 CONCERN FOUNDATION 11111 W OLYMPIC BLVD 214 LOS ANGELES CA 90064 501 CHARITY 2500 EL NIDO FAMILY CENTERS 440 SHATTO PLACE SUITE 417 LOS ANGELES CA 90020 501 CHARITY 1000 FIRST PLACE FOR YOUTH 3530 WILSHIRE BLVD LOS ANGELES CA 90010 501 CHARITY 1000 FRIENDS OF ELNET 641 LEXINGTON AVENUE 20TH FLOOR NEW YORK NY 10022 501 CHARITY 25000 FULFILLMENT FUND 6100 WILSHIRE BLVD 600 LOS ANGELES CA 90048 501 CHARITY 25000 GIVEBUTTER VILLAGE 2810 N CHURCH ST WILMINGTION DE 19802 501 FVASQUEZ - 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CHARLES SCHWAB CORPORATION 58055 2023-01-03 2 450 SHS - APPLE INC 56556 2023-01-03 3 500 SHS - JACOBS SOLUTIONS INC 60542 2023-01-03 4 150 SHS - SERVICENOW INC. 57917 2023-01-03 5 850 SHA - APPLE INC. 126339 2023-02-21 6 500 SHS - APPLE INC. 76430 2023-02-16 7 800 SHS - VANGUARD SMALL CAP CALUE ETF. 135448 2023-02-21 8 200 SHS - MARRIOTT INTERNATIONAL INC. 40650 2023-08-23 9 200 SHS - ABBVIE INC. 29416 2023-08-23 10 12 SHS - BOOKING HOLDINGS INC. 37183 2023-08-23 11 200 SHS - HILTON HOTELS CORPORATION 29973 2023-08-23 12 1,250 SHS - VANGUARD DIVIDEND APPRECIATION INDEX FUND ET 204777 2023-08-30 CORPORATE STOCK 37183 42567 LEGAL AND PROFESSIONAL 16018 0 0 16018 LIFE INSURANCE PREMIUM 26527 BANK FEES 1800 1800 0 0 MISCELLANEOUS 378 0 0 0 SUBSCRIPTIONS 110 0 0 0 CREDIT CARD PAYABLE 116125 167751 FEDERAL TAX 56 0 0 0