JAMES AND AMY BENNETT FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JAMES AND AMY BENNETT FOUNDATION (EIN 46-4196513)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-11
- IRS object ID
- 202501019349100600
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-11T00:18:26-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 SYLVAN WAY | AddressLine1Txt |
| City | PARSIPPANY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070543801 | 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 | 464196513 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES AND AMY BENNETT | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 7863482899 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 LINCOLN ROAD 500 | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33139 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES BENNETT | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 7863482899 | PhoneNum |
| Signature | 2025-04-08 | 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 | LORI ROTHE YOKOBOSKY | PreparerPersonNm |
| PTIN | P01273422 | PTIN |
| Phone | 9732283500 | PhoneNum |
| Preparation | 2025-04-08 | 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 | $22,264,835 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,909,800 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $17,289 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,289 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $286,394 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $286,394 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$23,095 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $349,760 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,190,388 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $303,683 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,090 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,045 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,045 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $21,823 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,667 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $156 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,411 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $196 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $196 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,520 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,712 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,422 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $787,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $787,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $820,020 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,712 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $790,922 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,370,368 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $278,971 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,963,726 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $957,792 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $957,792 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $21,614 | AcctRcvblAmt |
| Acct Rcvbl BOY | $26,151 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $21,614 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $21,614 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $10,015,475 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,396,314 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,285,429 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $12,005,352 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,375,720 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,264,835 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $12,005,352 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,375,720 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,005,352 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,375,720 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,005,352 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,375,720 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,005,352 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,370,368 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,375,720 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,375,720 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $79,618 | $79,630 | -$12 | -$12 |
| PUBLICLY TRADED SECURITIES | $270,142 | $293,225 | -$23,083 | -$23,083 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$23,095 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,878 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,878 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,878 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,200 | 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 | $4,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $322 | OverpaymentAmt |
| Applied To ES Tax | $322 | 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 | CT | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORI PENCHUK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7863482899 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 LINCOLN ROAD 500 | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33139 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| AMY C BENNETT | ||||||||
| 1111 LINCOLN ROAD | MIAMI BEACH | FL | 33139 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JAMES D BENNETT | ||||||||
| 1111 LINCOLN ROAD | MIAMI BEACH | FL | 33139 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| LORI PENCHUK | ||||||||
| 1111 LINCOLN ROAD | MIAMI BEACH | FL | 33139 | SECRETARY, TREASURER | 1.00 | $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 | $15,074,725 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,365,144 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,439,869 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,439,869 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $246,598 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,193,271 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $809,664 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $809,664 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,878 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,878 | TotalTaxAmt |
| Distributable Before Adj | $805,786 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $805,786 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $805,786 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $790,922 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $790,922 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $805,786 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $12,157 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,157 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $790,922 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $790,922 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $12,157 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $12,157 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,707 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | AMY C BENNETT | ContributingManagerNm |
| Contributing Manager | JAMES D BENNETT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACTA | ||||||
| 1730 M STREET NW STE 600 | WASHINGTON | DC | 20036 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $30,000 |
| BEAT THE STREETS BOSTON | ||||||
| 55 ROXBURY STREEET UNIT 191420 | ROXBURY | MA | 02119 | PC | TO SUPPORT GIRLS WRESTLING | $10,000 |
| BEAT THE STREETS LOS ANGELES | ||||||
| 515 S FIGUEROA ST 16TH FLOOR | LOS ANGELES | CA | 90071 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $10,000 |
| BEAT THE STREETS NATIONAL | ||||||
| 3700 MARKET STREET SUITE 300 | PHILADELPHIA | PA | 19104 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $10,000 |
| BEAT THE STREETS NYC | ||||||
| 470 7TH AVENUE STE 40 | NEW YORK | NY | 10018 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $17,500 |
| BEAT THE STREETS PHILADELPHIA | ||||||
| 3700 MARKET ST | PHILADELPHIA | PA | 19104 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $5,000 |
| BLACK WRESTLING ASSOCIATION | ||||||
| 5670 SAUCON RIDGE ROAD | COOPERSBURG | PA | 18036 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $15,000 |
| COLGATE UNIVERSITY | ||||||
| PO BOX 313 | CANAJOHARIE | NY | 13317 | PC | COLGATE FUND | $15,000 |
| CORRY COMMUNITY FOUNDATION | ||||||
| 29 WEST SOUTH STREET SUITE C | CORRY | PA | 16407 | PC | BENNETT ATHLETIC SCHOLARSHIP | $150,000 |
| CORRY PUBLIC LIBRARY | ||||||
| 117 WEST WASHINGTON ST | CORRY | PA | 16407 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $5,000 |
| ERIE COMMUNITY FOUNDATION | ||||||
| 459 W 6TH ST | ERIE | PA | 16507 | PC | CORRY YMCA 7TH GRADE INITIATIVE | $20,000 |
| FILLING IN THE BLANKS | ||||||
| 346 MAIN AVE STE 3A | NORWALK | CT | 068541591 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $5,000 |
| HBCU WRESTLING INITIATIVE | ||||||
| 137 NATIONAL PLAZA SUITE 300 | NATIONAL HARBOR | MD | 20745 | PC | TO SUPPORT WRESTLING | $50,000 |
| JOHNS HOPKINS UNIVERSITY | ||||||
| 3400 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | PC | TO SUPPORT FIELD HOCKEY PROGRAM | $45,000 |
| KINGSLEY TRUST ASSOCIATION | ||||||
| PO BOX 9153 | NEW HAVEN | CT | 06523 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $10,000 |
| KISS THE GROUND | ||||||
| PO BOX 515381 PMB 63508 | LOS ANGELES | CA | 900516681 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $15,000 |
| METROPOLITAN WRESTLING ASSOC | ||||||
| PO BOX 154 | SEASIDE PARK | NJ | 08752 | PC | TO SUPPORT WOMEN'S WRESTLING NYAC | $25,000 |
| MUHLENBERG COLLEGE | ||||||
| 2400 CHEW ST | ALLENTOWN | PA | 181045564 | PC | TO SUPPORT VARISTY WRESTLING | $30,000 |
| NWCA CEO LEADERSHIP MEN'S | ||||||
| P0 BOX 254 | MANHEIM | PA | 17545 | PC | CEO LEADERSHIP ACADEMY | $10,000 |
| NWCA CEO LEADERSHIP WOMEN'S | ||||||
| P0 BOX 254 | MANHEIM | PA | 17545 | PC | CEO LEADERSHIP ACADEMY | $10,000 |
| PANTHERA | ||||||
| EIGHT WEST 40TH STREET 18TH FLOOR | NEW YORK | NY | 10018 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $5,000 |
| SUCCESS ACADEMY CHARTER SCHOOLS | ||||||
| 95 PINE STREET 6TH FLOOR | NEW YORK | NY | 10005 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $10,000 |
| US WRESTLING FOUNDATION | ||||||
| 35 CANOE BROOK RD | SHORT HILLS | NJ | 07078 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $15,000 |
| US WRESTLING FOUNDATION- LETS WRESTLE | ||||||
| 35 CANOE BROOK RD | SHORT HILLS | NJ | 07078 | PC | #LETS WRESTLE CAMPAIGN | $10,000 |
| USA WRESTLING | ||||||
| 6115 LEHMAN DRIVE | COLORADO SPRINGS | CO | 80918 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION/WOMEN'S WRESTLING JAPAN CAMP TRAINING | $55,000 |
| WEST PITTSTON LIBRARY | ||||||
| 200 EXETER AVE | WEST PITTSTON | PA | 18643 | PC | ADULT AND CHILDREN'S CRAFT PROGRAMS | $10,000 |
| WRESTLE LIKE A GIRL | ||||||
| 1629 K STREET NW STE 300 | WASHINGTON | DC | 20006 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $75,000 |
| WYOMING SEMINARY | ||||||
| 201 N SPRAGUE AVE | KINGSTON | PA | 18704 | PC | TO SUPPORT WRESTLING | $120,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $787,500 | 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 | $17,289 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $286,394 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$23,095 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $280,588 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $280,588 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES AND AMY BENNETT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 LINCOLN ROAD | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33139 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,909,800 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 10,000 SHARES OF IVV | NoncashPropertyDesc |
| Fair Market Value | $5,909,800 | FairMarketValueAmt |
| Received | 2024-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,090 | Amt |
| Net Investment Income | $3,045 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,045 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BNY | $10,429,542 | $10,349,850 |
| GRESHAM | $2,754,000 | $4,669,179 |
| IB | $2,448,508 | $5,567,760 |
| BOND ETF | $764,264 | $698,640 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEE | Desc |
| Revenue And Expenses Per Books | $196 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $196 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BNY TRANSACTION FEES | $3,697 | $3,697 | $0 |
| CSC FEES | $156 | $0 | $156 |
| GRESHAM INV MANAGEMENT FEE | $17,970 | $17,970 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $4,386 | $0 | $0 |
| DE TAX | $25 | $0 | $25 |
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