JAMES AND AMY BENNETT FOUNDATION: Form 990PF, tax year 2018
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- Organization
- JAMES AND AMY BENNETT FOUNDATION (EIN 46-4196513)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-17
- IRS object ID
- 201921079349100207
- Schema version
- 2018v3.1
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-17T17:48:42-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 1301 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | 2033533101 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 STAMFORD PLAZA NO 1501 | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES BENNETT | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 2033533101 | PhoneNum |
| Signature | 2019-04-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MOSHE BIDERMAN | PreparerPersonNm |
| PTIN | P01062971 | PTIN |
| Phone | 2122970400 | PhoneNum |
| Preparation | 2019-04-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.59.242.22 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-16 | IPDt |
| IP Tm | 13:09:53 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 238159564A7F207AC3E2D33505B4833284B8AC6F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,869,885 | 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 | $3,936,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,181 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,181 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $251,188 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $251,188 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $679,155 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,192,854 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,748,105 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,873,524 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,006,474 | 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 | $4,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,175 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,175 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $26,107 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,435 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,731 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $704 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $53,892 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,906 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,879 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $589,859 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $589,859 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $643,751 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,906 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $592,738 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,229,773 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,981,568 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $122,003 | CashBOYAmt |
| Cash EOY | $7,892,056 | CashEOYAmt |
| Cash EOYFMV | $7,892,056 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $32,282 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,829 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,829 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $151,533 | AcctRcvblAmt |
| Acct Rcvbl BOY | $13,517 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $151,533 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $151,533 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $10,890,683 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,236,840 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,818,467 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $11,058,485 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,288,258 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,869,885 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $11,058,485 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,288,258 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,058,485 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,288,258 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,058,485 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,288,258 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,058,485 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,229,773 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $15,288,258 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,288,258 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHARES CORE EMERGING MARKETS | P | 2016-12-09 | 2018-08-30 | $522,088 | $439,337 | $82,751 | $82,751 |
| ISHARES CORE EMERGING MARKETS | P | 2016-12-23 | 2018-08-30 | $522,088 | $415,214 | $106,874 | $106,874 |
| ISHARES CORE EMERGING MARKETS | P | 2017-07-10 | 2018-08-30 | $156,627 | $149,655 | $6,972 | $6,972 |
| LOW VOLATILIRY HEDGED STRATEGIES OFFSHORE | P | 2014-01-01 | 2018-09-30 | $1,464,000 | $1,250,000 | $214,000 | $214,000 |
| AMAZON | P | 2018-08-30 | 2018-10-05 | $1,099,326 | $1,169,857 | -$70,531 | -$70,531 |
| ISHARES IV V | D | 2018-12-14 | 2018-12-18 | $3,865,826 | $1,867,050 | $1,998,776 | $1,998,776 |
| ISHARES IV V | P | 2016-11-29 | 2018-12-18 | $644,304 | $556,635 | $87,669 | $87,669 |
| STANDARD & POORS SPY | P | 2016-11-29 | 2018-12-20 | $371,988 | $332,061 | $39,927 | $39,927 |
| STANDARD & POORS SPY | P | 2016-12-09 | 2018-12-20 | $619,979 | $564,311 | $55,668 | $55,668 |
| STANDARD & POORS SPY | P | 2016-12-23 | 2018-12-20 | $495,984 | $450,929 | $45,055 | $45,055 |
| STANDARD & POORS SPY | P | 2017-09-20 | 2018-12-20 | $991,967 | $999,700 | -$7,733 | -$7,733 |
| LOW VOLATILIRY HEDGED STRATEGIES OFFSHORE | P | 2014-01-01 | 2018-12-31 | $1,438,677 | $1,250,000 | $188,677 | $188,677 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,748,105 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $520,633 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,607,170 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049083 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $455,155 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,224,016 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049345 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $512,618 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,951,183 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051513 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $510,314 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,142,240 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050316 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,079,455 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.200257 | TotalDistributionRt |
| Average Distribution | 0.040051 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,360,587 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $495,054 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $29,816 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $524,870 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $592,738 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $29,816 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $29,816 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $29,816 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,080 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,080 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $936 | EsPenaltyAmt |
| Tax Due | $27,672 | TaxDueAmt |
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 | 0 | 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 |
| Individual With Books | LORI PENCHUK | IndividualWithBooksNm |
| Phone | 2033533101 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 STAMFORD PLAZA SUITE 1501 | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06901 | 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 |
| 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 | ||||||||
| 2 STAMFORD PLAZA SUITE 1501 | STAMFORD | CT | 06901 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JAMES D BENNETT | ||||||||
| 2 STAMFORD PLAZA SUITE 1501 | STAMFORD | CT | 06901 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| LORI PENCHUK | ||||||||
| 2 STAMFORD PLAZA SUITE 1501 | STAMFORD | CT | 06901 | 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 | $11,888,476 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $660,343 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,548,819 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,548,819 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $188,232 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,360,587 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $618,029 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $618,029 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,816 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29,816 | TotalTaxAmt |
| Distributable Before Adj | $588,213 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $588,213 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $588,213 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $592,738 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $592,738 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $29,816 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $562,922 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $588,213 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $752 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $17,435 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $250 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $43,904 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $62,341 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $592,738 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $588,213 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,525 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $66,866 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $66,866 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $752 | ExcessFromYear4Amt |
| Excess From Year3 | $17,435 | ExcessFromYear3Amt |
| Excess From Year2 | $250 | ExcessFromYear2Amt |
| Excess From Year1 | $43,904 | ExcessFromYear1Amt |
| Excess From Current Year | $4,525 | ExcessFromCurrentYearAmt |
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 (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACTA | ||||||
| 4709 MONTGOMERY LANE | BETHESDA | MD | 20814 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $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 | $10,966 |
| BEAT THE STREETS PHILADELPHIA | ||||||
| 3700 MARKET ST | PHILADELPHIA | PA | 19104 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $5,000 |
| BEAT THE STREETS PROVIDENCE | ||||||
| PO BOX 2464 | PROVIDENCE | RI | 029060464 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $10,000 |
| BEAT THE STREETS WRESTLING | ||||||
| 252 W 37TH STREET SUITE 400 | NEW YORK | NY | 10018 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $15,000 |
| CORRY COMMUNITY FOUNDATION | ||||||
| 459 W 6TH ST | ERIE | PA | 165071215 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $60,000 |
| FILLING IN THE BLANKS | ||||||
| 346 MAIN AVE STE 3A | NORWALK | CT | 068541591 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $5,000 |
| GANNON ATHLETICS | ||||||
| 109 UNIVERSITY SQ | ERIE | PA | 165410002 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $5,000 |
| GIRLS ON THE RUN OF FAIRFIELD COUNTY | ||||||
| 564 SOUTH AVE | NEW CANAAN | CT | 06840 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $5,000 |
| KINGSLEY TRUST ASSOCIATION | ||||||
| 201934 YALE STATION | NEW HAVEN | CT | 06520 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $10,000 |
| METROPOLITAN WRESTLING ASSOCIATION | ||||||
| PO BOX 154 | SEASIDE PARK | NJ | 087520154 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $15,000 |
| MUHLENBERG COLLEGE | ||||||
| 2400 CHEW ST | ALLENTOWN | PA | 181045564 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $15,000 |
| NANTUCKET STAR | ||||||
| PO BOX 3423 | NANTUCKET | MA | 02584 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $5,000 |
| NEW CANAAN ALL SPORTS BOOSTER CLUB | ||||||
| 11 FARM ROAD | NEW CANAAN | CT | 06740 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $15,000 |
| NEW COVENANT CENTER | ||||||
| 174 RICHMOND HILLE AVE | STAMFORD | CT | 06902 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $5,000 |
| NWCA CEO LEADERSHIP ACADEMY | ||||||
| P0 BOX 254 | MANHEIM | PA | 17545 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $20,000 |
| PANTHERA | ||||||
| EIGHT WEST 40TH STREET 18TH FLOOR | NEW YORK | NY | 10018 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $5,000 |
| ST LUKE'S FOUNDATION | ||||||
| 4225 BALTIMORE AVENUE | KANSAS CITY | MO | 64111 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $2,500 |
| SUCCESS ACADEMY CHARTER SCHOOLS | ||||||
| 95 PINE STREET 6TH FLOOR | NEW YORK | NY | 10005 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $10,000 |
| TILTON SCHOOL | ||||||
| 30 SCHOOL ST | TILTON | NH | 032765750 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $2,500 |
| US WRESTLING FOUNDATION | ||||||
| 35 CANOE BROOK RD | SHORT HILLS | NJ | 07078 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $15,000 |
| USA WRESTLING | ||||||
| 6115 LEHMAN DRIVE | COLORADO SPRINGS | CO | 80918 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $183,893 |
| WEST PITTSTON TOMORROW | ||||||
| 555 EXETER AVE100 | WEST PITTSTON | PA | 18643 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $10,000 |
| WOMEN'S SPORTS FOUNDATION | ||||||
| 247 WEST 30TH STREET 5TH FLOOR | NEW YORK | NY | 10001 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $5,000 |
| WRESTLE LIKE A GIRL | ||||||
| 315 COLUMBIA ROAD | COLORADO SPRINGS | CO | 80904 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $35,000 |
| WYOMING SEMINARY | ||||||
| 201 N SPRAGUE AVE | KINGSTON | PA | 18704 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $90,000 |
| YMCA OF CORRY | ||||||
| 906 N CENTER ST | CORRY | PA | 16407 | PC | TO CARRY OUT CHARITABLE PURPOSE OF ORGANIZATION | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $589,859 | 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 | $7,181 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $251,188 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $679,155 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $937,524 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $937,524 | 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 Person | JAMES AND AMY BENNETT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 STAMFORD PLAZA STE 1501 | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06907 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,936,000 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 15000 SHS ISHARES TR CORE S&P 500 | NoncashPropertyDesc |
| Fair Market Value | $3,936,000 | FairMarketValueAmt |
| Received | 2018-12-14 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,350 | Amt |
| Net Investment Income | $2,175 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,175 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BNY | $4,482,840 | $4,134,494 |
| GRESHAM | $2,754,000 | $2,683,973 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL FILING | $704 | $0 | $704 |
| BNY TRANSACTION FEES | $9,275 | $9,275 | $0 |
| GRESHAM INV MANAGEMENT FEE | $13,456 | $13,456 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $26,107 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments