2022-10-13T09:00:40-05:00 2021-11-30 130485070 BERDON LLP 360 MADISON AVENUE NEW YORK NY 10017 990PF 2020-12-01 133267113 FRANCES & BENJAMIN BENENSON FOUNDATION INC FRAN 2128670990 155 E 44TH STREET 28TH FL NEW YORK NY 10017 LAWRENCE SIPKIN CO-PRESIDENT 2128670990 2022-10-08 1 LAWRENCE SIPKIN 000000000 MAURY GOLBERT P00748248 2128320400 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 47340390 X 1550000 18246 18246 674771 674771 4471785 17003113 4471785 6714802 5164802 0 0 0 0 0 6420 3210 0 3210 16500 8250 0 8250 132733 66366 0 66365 622 0 0 0 545071 542130 0 2941 701346 619956 0 80766 3911236 3911236 4612582 619956 0 3992002 2102220 4544846 0 2419812 2817107 2817107 448560 165086 174269 16128904 17163466 31622278 5787699 3932059 3997821 4499623 6048631 6097433 1405833 2631482 2631482 30690431 32757831 47340390 2654330 2669330 2654330 2669330 X 0 0 0 0 28036101 30088501 28036101 30088501 30690431 32757831 28036101 2102220 0 30138321 49820 30088501 STCG - WELLS FARGO P 2020-01-01 2021-11-30 1155853 1125000 30853 30853 LTCG - WELLS FARGO P 2018-01-01 2021-11-30 3230139 3169684 60455 60455 STCG - NEUBERGER BERMAN P 2020-01-01 2021-11-30 4793923 4324522 469401 469401 LTCG - NEUBERGER BERMAN P 2018-01-01 2021-11-30 7016355 3912122 3104233 3104233 LTCG - OTHER P 2018-01-01 2021-11-30 800000 800000 800000 DISPOSAL OF PARTNERSHIP INTEREST P 2018-01-01 2021-11-30 6843 6843 6843 4471785 500254 63173 0 63173 0 63173 42369 0 73000 0 115369 0 52196 52196 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A ORGANIZATION'S TREASURER 2128670990 155 E 44TH ST 28TH FL NEW YORK NY 10017 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 DAVID THOMAS 155 E 44TH ST 28TH FL NEW YORK NY 10017 TREASURER & SECRETARY 0.00 0 0 0 NONE 0 NONE 0 NONE 0 NONE 0 NONE 0 0 0 40559716 5093377 0 45653093 0 0 45653093 684796 44968297 2248415 2248415 63173 63173 2185242 0 2185242 0 2185242 3992002 0 3992002 0 3992002 2185242 0 0 2777877 2554235 2819283 2281741 1911020 12344156 3992002 0 0 0 2185242 1806760 0 0 14150916 0 0 0 0 0 0 2777877 11373039 2554235 2819283 2281741 1911020 1806760 BRUCE W BENENSON BRUCE W BENENSON 155 E 44TH ST 28TH FL NEW YORK NY 10017 2128670990 NO FORMAL REQUIREMENTS; AMOUNT AND PURPOSES MUST BE STATED NONE NONE VARIOUS - INFORMATION AVAILABLE UPON REQUEST 155 E 44TH ST 28TH FL NEW YORK NY 10017 NONE NONE CONTRIBUTIONS 3911236 3911236 0 14 18246 14 674771 18 4471785 0 5164802 0 5164802 0 0 0 0 0 0 0 0 0 0 X X 1 BW BENENSON 155 E 44TH ST 28TH FL NEW YORK NY 10017 1500000 X 2 AMANDA BENENSON 155 E 44TH ST 28TH FL NEW YORK NY 10017 50000 X 16500 8250 0 8250 NONE 0 WELS FARGO- SEE STMT. 3932059 3997821 NEUBERGER BERMAN 17163466 31622278 165086 174269 0 0 MTGE. BACKED SECURITY AT COST 218407 218219 WELLS FARGO - FIXED RATE CAP SECURITIES AT COST 5830224 5879214 6420 3210 0 3210 CASH IN NEUBERGER AND BERMAN 1338262 1993191 1993191 CASH IN J.P. MORGAN 33284 33290 33290 CASH IN WACHOVIA/WELLS FARGO 34287 605001 605001 NON DEDUCTIBLE EXPENSES 49820 LICENCES, PERMITS, FEES 775 0 0 775 INVESTMENT EXPENSES 292112 292112 0 0 MISCEILANEOUS EXPENSES 2166 0 0 2166 MANAGEMENT EXPENSE 250000 250000 0 0 PTN EXPENSE - OTHER 18 18 0 0 INVESTMENT - QUELLOS STRATEGY PNR II LTD 1125000 1125000 INVESTMENT - KS INTERNATIONAL 652198 652198 INVESTMENT - PROVIDENCE MBS OFFSHORE FD 867132 867132 OTHER PAYABLE - BCC 10000 25000 132733 66366 0 66365 FOREIGN INCOME TAXES 622 0 0 0