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BLACH FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
BLACH FAMILY FOUNDATION (EIN 77-0507984)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-14
IRS object ID
202611349349102916
Schema version
2025v4.1
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)
Return2026-05-14T10:14:48-07:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

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 Begin2025-01-01TaxPeriodBeginDt

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
Signature2026-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDon Michael Codipilly CPAPreparerPersonNm
PTINP01552789PTIN
Phone4086440053PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$74InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$74InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$74InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$555DividendsRevAndExpnssAmt
Dividends Net Invst Incm$555DividendsNetInvstIncmAmt
Dividends Adj Net Incm$555DividendsAdjNetIncmAmt
Other Income Rev And Expnss$90,931OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$91,560TotalRevAndExpnssAmt
Total Net Invst Incm$629TotalNetInvstIncmAmt
Total Adj Net Incm$629TotalAdjNetIncmAmt
Accounting Fees Net Invst Incm$1,250AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,250AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$30,183OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$88OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$30,183TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,250TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,338TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$50,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$50,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$80,183TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,250TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$51,338TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$11,377ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$629AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$33,692SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$45,069SavAndTempCashInvstEOYAmt
Other Investments BOY$404,681OtherInvestmentsBOYAmt
Other Investments EOY$404,681OtherInvestmentsEOYAmt
Total Assets BOY$438,373TotalAssetsBOYAmt
Total Assets EOY$449,750TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$438,373RetainedEarningBOYAmt
Retained Earning EOY$449,750RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$438,373TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$449,750TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$438,373TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$449,750TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$438,373TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$11,377ExcessRevenueOverExpensesAmt
Subtotal$449,750SubtotalAmt
Tot Net Ast Or Fund Balances EOY$449,750TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Due$0TaxDueAmt
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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$51,338ExpensesAndContributionsAmt
Qualifying Distributions$51,338QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$29,401ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$83,116ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$81,333ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$33,388ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$227,238TotalExcessDistributionCyovAmt
Qualifying Distributions$51,338QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$51,338RemainingDistriFromCorpusAmt
Total Corpus$278,576TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$29,401ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$249,175ExcessDistriCyovToNextYrAmt
Excess From Year3$83,116ExcessFromYear3Amt
Excess From Year2$81,333ExcessFromYear2Amt
Excess From Year1$33,388ExcessFromYear1Amt
Excess From Current Year$51,338ExcessFromCurrentYearAmt

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 StatusRecipientFoundationStatusCdGrant 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$74ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$555ExclusionAmt

Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$629ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$629TotalIncomeProducingActyAmt

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)
CategoryBENCHMARK FINANCIAL SOLUTIONSCategoryTxt
Net Investment Income$1,250NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,250DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUND INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$404,681BookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DEPT. OF JUSTICE$50$50
IRS$38$38
Special Event Expenses$30,095

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescIncome From Special EventsDesc
Revenue And Expenses Per Books$90,931RevenueAndExpensesPerBooksAmt

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