FRANCES AND BENJAMIN BENENSON FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FRANCES AND BENJAMIN BENENSON FOUNDATION INC (EIN 13-3267113)
- Tax period
- 2021-12-01 to 2022-11-30
- Filed
- 2023-10-13
- IRS object ID
- 202312869349100821
- Schema version
- 2021v4.2
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-13T13:46:09-05:00 | ReturnTs |
| Tax Period End | 2022-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 921693419 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERDON ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 MADISON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133267113 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANCES & BENJAMIN BENENSON FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 2128670990 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 E 44TH STREET 28TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAWRENCE BENENSON | PersonNm |
| Person Title | CO-PRESIDENT | PersonTitleTxt |
| Phone | 2128670990 | PhoneNum |
| Signature | 2023-10-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LAWRENCE | PersonFirstNm |
| Person Last | BENENSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 000000000 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAURY GOLBERT | PreparerPersonNm |
| PTIN | P00748248 | PTIN |
| Phone | 2128320400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $40,095,989 | 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 | $1,275,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16,041 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,041 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $16,041 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $823,314 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $823,314 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $823,314 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,164,359 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,399,618 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,164,359 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,278,714 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,003,714 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $839,355 | 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 | $2,305 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,152 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,153 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $127,643 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $63,822 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $63,827 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $137,481 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $137,481 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $529,166 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $526,772 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,394 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $805,095 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $733,477 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $71,624 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,972,669 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,972,669 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,777,764 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $733,477 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,044,293 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,499,050 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,270,237 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $839,355 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,817,107 | CashBOYAmt |
| Cash EOY | $1,717,347 | CashEOYAmt |
| Cash EOYFMV | $1,717,347 | CashEOYFMVAmt |
| US Government Obligations BOY | $165,086 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,495,925 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,487,388 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $17,163,466 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,737,909 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,090,073 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,932,059 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,053,283 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,832,016 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,048,631 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,297,786 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,037,633 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,631,482 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,931,532 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,931,532 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $32,757,831 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,233,782 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $40,095,989 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,669,330 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,644,331 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,669,330 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,644,331 | 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 | $30,088,501 | RetainedEarningBOYAmt |
| Retained Earning EOY | $28,589,451 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,088,501 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,589,451 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,757,831 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,233,782 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,088,501 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,499,050 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $28,589,451 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,589,451 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| LTCG - WELLS FARGO | P | 2019-01-01 | 2022-11-30 | $35,114 | $35,114 | $0 | $0 |
| LTCG - WELLS FARGO | P | 2019-01-01 | 2022-11-30 | $885,291 | $899,741 | -$14,450 | -$14,450 |
| STCG - NEUBERGER BERMAN | P | 2021-01-01 | 2022-11-30 | $1,651,520 | $2,000,713 | -$349,193 | -$349,193 |
| LTCG - NEUBERGER BERMAN | P | 2019-01-01 | 2022-11-30 | $7,140,243 | $5,214,691 | $1,925,552 | $1,925,552 |
| STCG - WELLS FARGO | P | 2021-01-01 | 2022-11-30 | $477,906 | $650,000 | -$172,094 | -$172,094 |
| LTCG - WELLS FARGO | P | 2019-01-01 | 2022-11-30 | $409,544 | $435,000 | -$25,456 | -$25,456 |
| LTCG - OTHER | P | 2019-01-01 | 2022-11-30 | $800,000 | $800,000 | $800,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,164,359 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$521,287 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,556 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $31,556 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $31,556 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $114,946 | 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 | $114,946 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $83,390 | OverpaymentAmt |
| Applied To ES Tax | $64,000 | AppliedToESTaxAmt |
| Refund | $19,390 | 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 |
| 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 | ORGANIZATION'S TREASURER | IndividualWithBooksNm |
| Phone | 2128670990 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 E 44TH ST 28TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| BRUCE W BENENSON | ||||||||
| 155 E 44TH ST 28TH FL | NEW YORK | NY | 10017 | CO-PRESIDENT | 0.00 | $0 | $0 | $0 |
| FREDERICK C BENENSON | ||||||||
| 155 E 44TH ST 28TH FL | NEW YORK | NY | 10017 | CO-PRESIDENT | 0.00 | $0 | $0 | $0 |
| LAWRENCE B BENENSON | ||||||||
| 155 E 44TH ST 28TH FL | NEW YORK | NY | 10017 | CO-PRESIDENT | 0.00 | $0 | $0 | $0 |
| RICHARD KESSLER | ||||||||
| 155 E 44TH ST 28TH FL | NEW YORK | NY | 10017 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| FREDERICK C BENENSON | ||||||||
| 155 E 44TH ST 28TH FL | NEW YORK | NY | 10017 | TREASURER & SECRETARY | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | NONE | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $36,412,693 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,019,797 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $42,432,490 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $42,432,490 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $636,487 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $41,796,003 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,089,800 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,089,800 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,556 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,556 | TotalTaxAmt |
| Distributable Before Adj | $2,058,244 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,058,244 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,058,244 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,044,293 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,044,293 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,058,244 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,554,235 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,819,283 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,281,741 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,911,020 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,806,760 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,373,039 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,044,293 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,058,244 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,986,049 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,359,088 | 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 | $2,554,235 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,804,853 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,819,283 | ExcessFromYear4Amt |
| Excess From Year3 | $2,281,741 | ExcessFromYear3Amt |
| Excess From Year2 | $1,911,020 | ExcessFromYear2Amt |
| Excess From Year1 | $1,806,760 | ExcessFromYear1Amt |
| Excess From Current Year | $2,986,049 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRUCE W BENENSON | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BRUCE W BENENSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 E 44TH ST 28TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2128670990 | RecipientPhoneNum |
| Form And Info And Materials | NO FORMAL REQUIREMENTS; AMOUNT AND PURPOSES MUST BE STATED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VARIOUS - INFORMATION AVAILABLE UPON REQUEST | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 E 44TH ST 28TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | NONE | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CONTRIBUTIONS | GrantOrContributionPurposeTxt |
| Amt | $4,972,669 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,972,669 | 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 | $16,041 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $823,314 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,164,359 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,003,714 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,003,714 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| BW BENENSON | ||||||
| 1 | 155 E 44TH ST 28TH FL | NEW YORK | NY | 10017 | $1,250,000 | Yes (X) |
| FREDERICK C BENENSON | ||||||
| 2 | 155 E 44TH ST 28TH FL | NEW YORK | NY | 10017 | $25,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $8,500 | Amt |
| Net Investment Income | $4,250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,250 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | WELS FARGO- SEE STMT. | BondNm |
| EOY Book Value | $3,053,283 | EOYBookValueAmt |
| EOYFMV | $2,832,016 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | NEUBERGER BERMAN | StockNm |
| EOY Book Value | $15,737,909 | EOYBookValueAmt |
| EOYFMV | $26,090,073 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,495,925 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,487,388 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MTGE. BACKED SECURITY | AT COST | $183,293 | $159,503 |
| WELLS FARGO - FIXED RATE CAP SECURITIES | AT COST | $5,114,493 | $3,878,130 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $2,305 | LegalFeesAmt |
| Net Investment Income | $1,152 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,153 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CASH IN NEUBERGER AND BERMAN | $1,993,191 | $3,166,273 | $3,166,273 |
| CASH IN J.P. MORGAN | $33,290 | $33,411 | $33,411 |
| CASH IN WACHOVIA/WELLS FARGO | $605,001 | $731,848 | $731,848 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LICENCES, PERMITS, FEES | $775 | $0 | $0 | $775 |
| INVESTMENT EXPENSES | $276,772 | $276,772 | $0 | $0 |
| MISCEILANEOUS EXPENSES | $1,619 | $0 | $0 | $1,619 |
| MANAGEMENT EXPENSE | $250,000 | $250,000 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| INVESTMENT - QUELLOS STRATEGY PNR II LTD | $1,125,000 | $1,125,000 |
| INVESTMENT - KS INTERNATIONAL | $652,198 | $652,199 |
| INVESTMENT - PROVIDENCE MBS OFFSHORE FD | $867,132 | $867,132 |
| OTHER PAYABLE - BCC | $25,000 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $127,643 | Amt |
| Net Investment Income | $63,822 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $63,827 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN INCOME TAXES | $1,154 | $1,154 | $0 | $0 |
| FEDERAL INCOME TAXES | $136,327 | $136,327 | $0 | $0 |
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