FRANCES AND BENJAMIN BENENSON FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- FRANCES AND BENJAMIN BENENSON FOUNDATION INC (EIN 13-3267113)
- Tax period
- 2015-12-01 to 2016-11-30
- Filed
- 2017-10-15
- IRS object ID
- 201732889349100403
- Schema version
- 2015v3.0
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-15T13:58:59-05:00 | ReturnTs |
| Tax Period End | 2016-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berdon LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 Madison Ave | 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 | 2015-12-01 | 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 INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ORGANIZATION'S TREASURER | InCareOfNm |
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 2128670990 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 708 THIRD AVENUE Suite 28TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE W BENENSON | PersonNm |
| Person Title | CO-PRESIDENT | PersonTitleTxt |
| Phone | 2128670990 | PhoneNum |
| Signature | 2017-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAURY GOLBERT | PreparerPersonNm |
| PTIN | P00748248 | PTIN |
| Phone | 2128320400 | PhoneNum |
| Preparation | 2017-10-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,880,104 | 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 | $2,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $114,356 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $114,356 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $451,926 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $451,926 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,659,295 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,432,160 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,659,295 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $19,566 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $17,545 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,245,143 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,243,122 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $2,512 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,256 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,256 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $148,426 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $74,213 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $74,213 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $932 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $932 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $34,169 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,669 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $495,461 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $493,936 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,525 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $681,500 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $573,006 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $76,994 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,442,234 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,442,234 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,123,734 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $573,006 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,519,228 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$878,591 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,670,116 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $554,511 | CashBOYAmt |
| Cash EOY | $2,356,141 | CashEOYAmt |
| Cash EOYFMV | $2,356,141 | CashEOYFMVAmt |
| US Government Obligations BOY | $3,037,262 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,786,793 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,737,967 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,859,034 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,300,765 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,239,839 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,450,310 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,788,948 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,713,519 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,238,563 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,936,392 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,900,904 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,868,235 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,931,734 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,931,734 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $29,007,915 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,100,773 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,880,104 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $29,007,915 | RetainedEarningBOYAmt |
| Retained Earning EOY | $28,100,773 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,007,915 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,100,773 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,007,915 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,100,773 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,007,915 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$878,591 | ExcessRevenueOverExpensesAmt |
| Other Increases | $86,272 | OtherIncreasesAmt |
| Subtotal | $28,215,596 | SubtotalAmt |
| Other Decreases | $114,823 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,100,773 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| STCG - NEUBERGER BERMAN (SEE ATTACHED) | $2,662,100 | $2,565,826 | $96,274 | $96,274 |
| LTCG - NEUBERGER BERMAN (SEE ATTACHED) | $5,642,188 | $4,132,207 | $1,509,981 | $1,509,981 |
| STCG - WELLS FARGO (SEE ATTACHED) | $2,818,994 | $2,815,437 | $3,557 | $3,557 |
| LTCG - WELLS FARGO (SEE ATTACHED) | $1,280,406 | $1,259,395 | $21,011 | $21,011 |
| JPMORGAN GLOBAL PARTNERS I LP | $28,472 | $28,472 | $28,472 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,659,295 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,470,471 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $35,355,225 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.126444 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,587,809 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $34,086,524 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.075919 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,461,661 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $28,956,851 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.085011 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,438,424 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $34,151,323 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.071401 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,488,003 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $34,804,568 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.071485 | DistributionYr5Rt |
| Total Distribution | 0.43026 | TotalDistributionRt |
| Average Distribution | 0.086052 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $35,161,048 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,025,679 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $16,701 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,042,380 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,519,228 | 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 | $16,701 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,701 | SubtotalAmt |
| Tax Based On Investment Income | $16,701 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $48,482 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $48,482 | TotalPaymentsAndCreditsAmt |
| Overpayment | $31,781 | OverpaymentAmt |
| Applied To ES Tax | $31,781 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORGANIZATION'S TREASURER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128670990 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 708 THIRD AVENEUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Relying Current Ntc Dsstr Asst1 | Yes (X) | RelyingCurrentNtcDsstrAsst1Ind |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 | ||||||||
| 708 THIRD AVENUE | NEW YORK | NY | 10017 | CO-PRESIDENT | 0 | $0 | $0 | $0 |
| FREDERICK C BENENSON | ||||||||
| 708 THIRD AVENUE | NEW YORK | NY | 10017 | CO-PRESIDENT | 0 | $0 | $0 | $0 |
| LAWRENCE B BENENSON | ||||||||
| 708 THIRD AVENUE | NEW YORK | NY | 10017 | CO-PRESIDENT | 0 | $0 | $0 | $0 |
| RICHARD KESSLER | ||||||||
| 708 THIRD AVENUE | NEW YORK | NY | 10017 | VICE-PRESIDENT | 0 | $0 | $0 | $0 |
| LAWRENCE A SIPKIN | ||||||||
| 708 THIRD AVENUE | NEW YORK | NY | 10017 | TREASURER & SECRETARY | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $23,359,583 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,345,287 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,991,625 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,696,495 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $35,696,495 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $535,447 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,161,048 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,758,052 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,758,052 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,701 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,701 | TotalTaxAmt |
| Distributable Before Adj | $1,741,351 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,741,351 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,741,351 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,519,228 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $4,519,228 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $16,701 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,502,527 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,741,351 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $765,709 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $760,320 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $923,713 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,750,378 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,200,120 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,519,228 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,741,351 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,777,877 | RemainingDistriFromCorpusAmt |
| Total Corpus | $7,977,997 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $765,709 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,212,288 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $760,320 | ExcessFromYear4Amt |
| Excess From Year2 | $923,713 | ExcessFromYear2Amt |
| Excess From Year1 | $2,750,378 | ExcessFromYear1Amt |
| Excess From Current Year | $2,777,877 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRUCE W BENENSON | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
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 | 708 THIRD AVENUE | 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 - SEE STATEMENT | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 708 THIRD AVENUE | 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 | $4,442,234 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,442,234 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $114,356 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $451,926 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $19,566 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,659,295 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,245,143 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,245,143 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | BW BENENSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 708 THIRD AVENUE 28TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | NEUBERGER BERMAN - SEE STMT. | BondNm |
| EOY Book Value | $4,788,948 | EOYBookValueAmt |
| EOYFMV | $4,713,519 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | NEUBERGER BERMAN - SEE STMT. | StockNm |
| EOY Book Value | $14,300,765 | EOYBookValueAmt |
| EOYFMV | $19,239,839 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,786,793 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,737,967 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN PTN GLOBAL INVESTORS | $8,367 | $8,367 |
| QUELLOS STRATEG PNR II LTD | $275,000 | $275,000 |
| AIG EUROPEAN REAL ESTATE | $135,782 | $135,782 |
| KS INTERNATIONAL | $0 | $0 |
| MTGE. BACKED SECURITY | $2,419,442 | $2,383,954 |
| PROVIDENCE MBS OFFSHORE FD | $97,801 | $97,801 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CASH IN NEUBERGER AND BERMAN | $1,729,975 | $1,720,254 | $1,720,254 |
| CASH IN J.P. MORGAN | $23,396 | $25,928 | $25,928 |
| CASH IN WACHOVIA/WELLS FARGO | $114,864 | $185,552 | $185,552 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NONDEDUCTIBLE EXPENSE - JPM PTNRS GLOBAL | $9,461 |
| NONDEDUCTIBLE EXPENSE - AIG EUROPEAN RE | $105,362 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| LICENCES, PERMITS, FEES | $775 | $775 | |
| INVESTMENT EXPENSES | $242,804 | $242,804 | |
| MISCELLANEOUS EXPENSES | $750 | $750 | |
| MANAGEMENT EXPENSE | $250,000 | $250,000 | |
| DIVIDEND CHARGES | $153 | $153 | |
| PTN EXPENSE-MISC 2% EXPENSES | $979 | $979 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INT. INCOME-AIG EUROPEAN RE PTNRS LP | $17,307 | $17,307 |
| INT. INCOME-JP MORGAN PTN. GLOBAI INVEST | $19 | $19 |
| PTN INCOME-JPM GLOBAL PRIV INV LP | $40 | $40 |
| DIV INCOME-JPM GLOBAL PRIV INV LP | $179 | $179 |
| FEDERAL INCOME TAX REFUND | $2,021 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONTAXABLE INCOME FROM PASSTHRU ENTITY | Desc |
| Amt | $86,272 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN INCOME TAXES | $2,669 | $2,669 |
| FEDERAL INCOME TAX | $31,500 |
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