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BLACH FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
BLACH FAMILY FOUNDATION (EIN 77-0507984)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-15
IRS object ID
202511359349105801
Schema version
2024v5.1
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)
Return2025-05-15T19:41:26-07:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN364802021PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Benchmark Financial Solutions IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11541 The AlamedaAddressLine1Txt
CitySan JoseCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95126ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770507984EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BLACH FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBLACBusinessNameControlTxt
Phone4082448322PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O 2693 TULIPTREE LANEAddressLine1Txt
CitySANTA CLARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP95051ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANN P BLACHPersonNm
Person TitlePresident & CEOPersonTitleTxt
Signature2025-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDon Michael Codipilly CPAPreparerPersonNm
PTINP01552789PTIN
Phone4086440053PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$438,373FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$61,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$71InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$71InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,986DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,986DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$23,483NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$62,925GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,395CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$87,540TotalRevAndExpnssAmt
Total Net Invst Incm$4,452TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,750AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,750AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$1,240OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$1,240OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,740TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,750TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,990TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$50,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$50,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$54,740TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,750TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$52,990TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$32,800ExcessRevenueOverExpensesAmt
Net Investment Income$2,702NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$37,836SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$33,692SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$33,692SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$367,737OtherInvestmentsBOYAmt
Other Investments EOY$404,681OtherInvestmentsEOYAmt
Other Investments EOYFMV$404,681OtherInvestmentsEOYFMVAmt
Total Assets BOY$405,573TotalAssetsBOYAmt
Total Assets EOY$438,373TotalAssetsEOYAmt
Total Assets EOYFMV$438,373TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$405,573RetainedEarningBOYAmt
Retained Earning EOY$438,373RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$405,573TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$438,373TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$405,573TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$438,373TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$405,573TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$32,800ExcessRevenueOverExpensesAmt
Subtotal$438,373SubtotalAmt
Tot Net Ast Or Fund Balances EOY$438,373TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property4536.90 OSAIC LT COVPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2020-01-01AcquiredDt
Sold2024-07-22SoldDt
Gross Sales Price$62,925GrossSalesPriceAmt
Cost Or Other Basis$61,530CostOrOtherBasisAmt
Gain Or Loss$1,395GainOrLossAmt
Gains Minus Excess Or Losses$1,395GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,395CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$38InvestmentIncomeExciseTaxAmt
Subtotal$38SubtotalAmt
Tax Based On Investment Income$38TaxBasedOnInvestmentIncomeAmt
Tax Due$38TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
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 Line1ANN P BLACHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4082448322PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12693 TULIPTREE LANEAddressLine1Txt
CitySAMTA CLARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP95051ZIPCd
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
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ANN P BLACH
2693 TULIPTREE LANESANTA CLARACA95051President1.00$0
MICHAEL J BLACH
2693 TULIPTREE LANESANTA CLARACA95051Vice President1.00$0
RICHARD W BLACH
2693 TULIPTREE LANESANTA CLARACA95051Secretary1.00$0
BRIAN J BLACH
2693 TULIPTREE LANESANTA CLARACA95051CFO1.00$0
ANN M BLACH
2693 TULIPTREE LANESANTA CLARACA95051Director1.00$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$332,532AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$66,240AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$398,772TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$398,772AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,982CashDeemedCharitableAmt
Net Vl Noncharitable Assets$392,790NetVlNoncharitableAssetsAmt
Minimum Investment Return$19,640MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$19,640MinimumInvestmentReturnAmt
Tax Based On Investment Income$38TaxBasedOnInvestmentIncomeAmt
Total Tax$38TotalTaxAmt
Distributable Before Adj$19,602DistributableBeforeAdjAmt
Distributable Before Ded$19,602DistributableBeforeDedAmt
Distributable As Adjusted$19,602DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$52,990ExpensesAndContributionsAmt
Qualifying Distributions$52,990QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$19,602DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$51,732ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$29,401ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$83,116ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$81,333ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$245,582TotalExcessDistributionCyovAmt
Qualifying Distributions$52,990QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$19,602AppliedToCurrentYearAmt
Remaining Distri From Corpus$33,388RemainingDistriFromCorpusAmt
Total Corpus$278,970TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$51,732ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$227,238ExcessDistriCyovToNextYrAmt
Excess From Year4$29,401ExcessFromYear4Amt
Excess From Year2$83,116ExcessFromYear2Amt
Excess From Year1$81,333ExcessFromYear1Amt
Excess From Current Year$33,388ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBELLERMINE COLLEGE PREPARATORYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1960 W HEDDING STAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95126ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9999999999RecipientPhoneNum
Form And Info And MaterialsFORM 990 PF PART XIVFormAndInfoAndMaterialsTxt
Submission DeadlinesEND OF YEARSubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CRISTO REY JESUIT HIGH SCHOOL
1389 E SNATA CLARA STSAN JOSECA95116NONEPCSCHOLARSHIPS$15,000
NOTRE DAME HIGH SCHOOL
596 SOUTH SECOND STSAN JOSECA95112NONEPCSCHOLARSHIPS$20,000
SACRED HEART NATIVITY SCHOOOL
310 EDWARDS AVESAN JOSECA95110NONEPCSCHOLARSHIPS$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$50,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$71ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,986ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business900001BusinessCd
Unrelated Business Taxbl Incm$1,395UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$22,088ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$1,395UnrelatedBusinessTaxblIncmAmt
Exclusion$25,145ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$26,540TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBAKER TILLY, CPACategoryTxt
Amt$3,500Amt
Net Investment Income$1,750NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,750DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DEPT. OF JUSTICE$75$75
IRS$165$165
Rental Expenses$1,000$1,000

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