TED AND LAURIE BENESKI FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- TED AND LAURIE BENESKI FOUNDATION (EIN 56-2640822)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-04
- IRS object ID
- 201323089349100002
- Schema version
- 2012v2.1
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-04T08:42:04-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751854024 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLAND GARVEY PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 N CENTRAL EXPY 550 | AddressLine1 |
| City | RICHARDSON | City |
| State | TX | State |
| ZIP Code | 750802007 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562640822 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TED AND LAURIE BENESKI FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TEDA | NameControl |
| Phone | 9728697920 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6405 CUTTER RIDGE CT | AddressLine1 |
| City | COLLEYVILLE | City |
| State | TX | State |
| ZIP Code | 760346545 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TED BENESKI | Name |
| Title | DIRECTOR | Title |
| Phone | 9728697920 | Phone |
| Date Signed | 2013-10-23 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN C GARVEY JR | Name |
| PTIN | P00178081 | PTIN |
| Phone | 9722312503 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4273881 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1003000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 7 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 7 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 27000 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 27000 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 625743 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 0 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 1655750 | TotalRevenueAndExpenses |
| Total Net Investment Income | 27007 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 5 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1102337 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1102337 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1102342 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1102337 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 553408 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 27007 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 5501 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 16342 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 16342 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 784562 | InvestmentsOtherBOY |
| Investments Other EOY | 1181765 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 4257539 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 790063 | TotalAssetsBOY |
| Total Assets EOY | 1198107 | TotalAssetsEOY |
| Total Assets EOYFMV | 4273881 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 145364 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 0 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 145364 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 644699 | RetainedEarningsBOY |
| Retained Earnings EOY | 1198107 | RetainedEarningsEOY |
| Total Net Assets BOY | 644699 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1198107 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 790063 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1198107 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 644699 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 553408 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1198107 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1198107 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1034237 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3339220 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.309724 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1031237 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 846920 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 1.217632 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1033842 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 783828 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 1.318965 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 7132668 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1229566 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 5.800964 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 91665 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 671018 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.136606 | DistributionRatioYear5 |
| Total Distribution Ratio | 8.783891 | TotalDistributionRatio |
| Average Distribution Ratio | 1.756778 | AverageDistributionRatio |
| Net Noncharitable Assets | 4193676 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 7367358 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 270 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 7367628 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1102337 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 540 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 540 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 540 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 615 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 1500 | TaxPaidWithExtension |
| Total Credits And Payments | 2115 | TotalCreditsAndPayments |
| Overpayment | 1575 | Overpayment |
| Amount Credited To Next Year | 1575 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9728697920 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6405 CUTTER RIDGE CT | AddressLine1 |
| City | COLLEYVILLE | City |
| State | TX | State |
| ZIP Code | 760346545 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| TED W BENESKI | ||||||||
| 6405 CUTTER RIDGE COURT | COLLEYVILLE | TX | 76034 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| LAURIE M BENESKI | ||||||||
| 6405 CUTTER RIDGE COURT | COLLEYVILLE | TX | 76034 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| KRISTIN M BENESKI | ||||||||
| 6405 CUTTER RIDGE COURT | COLLEYVILLE | TX | 76034 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 4257539 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4257539 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4257539 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 63863 | CashDeemedCharitable |
| Net Noncharitable Assets | 4193676 | NetNoncharitableAssets |
| Minimum Investment Return | 209684 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 209684 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 540 | TaxBasedOnInvestmentIncome |
| Total Tax | 540 | TotalTax |
| Distributable Amount Before Adj | 209144 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 209144 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 209144 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1102337 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 1102337 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1102337 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 209144 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 61884 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 7071190 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1033803 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 989634 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 867421 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 10023932 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1102337 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 209144 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 893193 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 10917125 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 61884 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 10855241 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 7071190 | ExcessFromYear4 |
| Excess From Year3 | 1033803 | ExcessFromYear3 |
| Excess From Year2 | 989634 | ExcessFromYear2 |
| Excess From Year1 | 867421 | ExcessFromYear1 |
| Excess From Current Year | 893193 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TED W BENESKI | ContributingManager |
| Contributing Manager | LAURIE M BENESKI | ContributingManager |
| Shareholder Manager | TED W BENESKI | ShareholderManager |
| Shareholder Manager | LAURIE M BENESKI | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMHERST COLLEGE | |||||||
| PO BOX 5000 | AMHERST | MA | 01002 | NONE | 501(C)(3) SCHOOL | FOR THE EARTH SCIENCES BUILDING AND NATURAL HISTORY MUSEUM | $1,000,000 |
| MOUNT HOLYOKE COLLEGE | |||||||
| 50 COLLEGE STREET | SOUTH HADLEY | MA | 01075 | NONE | 501(C)(3) SCHOOL | FOR USE IN THE SCHOOL'S ANNUAL FUND | $1,837 |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | |||||||
| 324A SPRINGFEILD ST | AGAWAM | MA | 01001 | NONE | 501(C)(3) CHARITY | GENERAL FUND | $500 |
| TRINITY UNIVERSITY | |||||||
| ONE TRINITY PLACE 49 | SAN ANTONIO | TX | 78212 | NONE | 501(C)(3) SCHOOL | FOR A CENTER FOR SCIENCE AND INNOVATION. | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1102337 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $7 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $27,000 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Unrelated Business IncomeUnrelatedBusinessIncomeAmount |
|---|---|---|
| FROM IE AFFILIATED COINVESTORS I LP | 900099 | $694,460 |
| FROM IE AFFILIATED COINVESTORS II LP | 900099 | -$39,182 |
| FROM IE MEZZANINE (AC) I LP | 900099 | $216 |
| FROM IE (AC CANADIAN AIV) II LP | 900099 | -$29,751 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $625,743 | UnrelatedBusinessIncomeAmount |
| Exclusion | $27,007 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 652750 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | TED AND LAURIE BENESKI | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6405 CUTTER RIDGE CT | AddressLine1 |
| City | COLLEYVILLE | City |
| State | TX | State |
| ZIP Code | 76034 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 1003000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (4 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| INSIGHT EQUITY AFFILIATED COINVESTORS I, LP | AT COST | 743128 | 3136063 |
| INSIGHT EQUITY MEZZANINE (AC) I, LP | AT COST | 144010 | 139691 |
| INSIGHT EQUITY (AC) II, LP | AT COST | 171169 | 792751 |
| INSIGHT EQUITY AC CANADIAN AIV) II, LP | AT COST | 123458 | 189034 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BANK FEES | Description |
| Revenue And Expenses Per Books | 5 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| FROM IE AFFILIATED COINVESTORS I LP | 694460 | 0 | 0 |
| FROM IE AFFILIATED COINVESTORS II LP | -39182 | 0 | 0 |
| FROM IE MEZZANINE (AC) I LP | 216 | 0 | 0 |
| FROM IE (AC CANADIAN AIV) II LP | -29751 | 0 | 0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INSIGHT EQUITY AFFILIATED COINVESTORS II, LP | Description |
| BOY Book Value | 145364 | BOYBookValue |
| EOY Book Value | 0 | EOYBookValue |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| TED W BENESKI | |||
| 6405 CUTTER RIDGE COURT | COLLEYVILLE | TX | 76034 |
| LAURIE M BENESKI | |||
| 6405 CUTTER RIDGE COURT | COLLEYVILLE | TX | 76034 |
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