THE BENJAMIN FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE BENJAMIN FAMILY FOUNDATION (EIN 95-4748271)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-11
- IRS object ID
- 201241329349101954
- Schema version
- 2011v1.2
- 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
- Dissolution Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-11T16:26:11-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201567623 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SKMC LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11845 W OLYMPIC BLVD SUITE 900 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 900645086 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954748271 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BENJAMIN FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BENJ | NameControl |
| Phone | 3103759766 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 VIA LOPEZ | AddressLine1 |
| City | PALOS VERDES ESTATES | City |
| State | CA | State |
| ZIP Code | 90274 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK E BENJAMIN | Name |
| Title | PRESIDENT | Title |
| Phone | 3103759766 | Phone |
| Date Signed | 2012-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STANLEY F SHIMOHARA CPA | Name |
| PTIN | P00198926 | PTIN |
| Phone | 3104776161 | Phone |
| Date Prepared | 2012-05-09 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | X | FinalReturn |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 0 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 195437 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 8462 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 8462 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -6284 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 603022 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 177688 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 197615 | TotalRevenueAndExpenses |
| Total Net Investment Income | 186150 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 2000 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3750 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 278 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 132 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 146 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1563 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1563 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 7591 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1695 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 146 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 329774 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 329774 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 337365 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1695 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 329920 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -139750 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 184455 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 4970 | SavingsAndTempCashInvstBOY |
| Investments Corp Bonds BOY | 60803 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 0 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 0 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 77317 | InvestmentsOtherBOY |
| Investments Other EOY | 0 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 0 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 143090 | TotalAssetsBOY |
| Total Assets EOY | 0 | TotalAssetsEOY |
| Total Assets EOYFMV | 0 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | 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 | 143090 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 143090 | TotalNetAssetsBOY |
| Total Net Assets EOY | 0 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 143090 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 0 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 143090 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -139750 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3340 | Subtotal |
| Other Decreases | 3340 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 0 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 599147 | 425334 | 173813 | 173813 | |
| CAPITAL GAINS DIVIDENDS | 3875 | 3875 | 3875 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 177688 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 7010 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 154283 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.045436 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 8638 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 144341 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.059844 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 6727 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 159279 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.042234 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 9017 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 182965 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.049283 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 6914 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 175037 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.039500 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.236297 | TotalDistributionRatio |
| Average Distribution Ratio | 0.047259 | AverageDistributionRatio |
| Net Noncharitable Assets | 211895 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 10014 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1845 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 11859 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 329920 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1845 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1845 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1845 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 3 | PenaltyForUnderpayment |
| Tax Due | 1848 | TaxDue |
| Amount Credited To Next Year | 0 | 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 | 1 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 1 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | SKMCLLP | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3104776161 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11845 W OLYMPIC BLVD SUITE 900 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90064 | 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 |
|---|---|---|---|---|---|---|---|---|
| MARK E BENJAMIN | ||||||||
| 1500 VIA LOPEZ | PALOS VERDES ESTATES | CA | 90274 | DIRECTOR/PRESIDENT | 0.00 | 0 | 0 | 0 |
| PATRICIA A BENJAMIN | ||||||||
| 1500 VIA LOPEZ | PALOS VERDES ESTATES | CA | 90274 | DIRECTOR/VP/SECRETARY/CFO | 0.00 | 0 | 0 | 0 |
| SARAH A BENJAMIN | ||||||||
| 1500 VIA LOPEZ | PALOS VERDES ESTATES | CA | 90274 | 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 | 208651 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 6471 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 215122 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 215122 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 3227 | CashDeemedCharitable |
| Net Noncharitable Assets | 211895 | NetNoncharitableAssets |
| Minimum Investment Return | 10595 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 10595 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1845 | TaxBasedOnInvestmentIncome |
| Total Tax | 1845 | TotalTax |
| Distributable Amount Before Adj | 8750 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 8750 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 8750 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 329920 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 329920 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1845 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 328075 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 8750 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year2 | 976 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 976 | TotalExcessDistriCarryover |
| Qualifying Distributions | 329920 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 8750 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 321170 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 322146 | 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 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 322146 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 976 | ExcessFromYear2 |
| Excess From Current Year | 321170 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARK E BENJAMIN | ContributingManager |
| Contributing Manager | PATRICIA A BENJAMIN | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| GATEWAY PUBLIC SCHOOL | |||||||
| 1430 SCOTT STREET | SAN FRANCISCO | CA | 94115 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $1,000 |
| KQED | |||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $1,000 |
| SAN FRANCISCO FOOD BANK | |||||||
| 900 PENNSYLVANIA AVE | SAN FRANCISCO | CA | 94107 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $1,000 |
| FRIENDS OF THE LA PHIL | |||||||
| 151 SOUTH GRAND AVE | LOS ANGELES | CA | 90012 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $1,000 |
| PENINSULA FRIENDS OF THE LIBRARY | |||||||
| PO BOX 2361 | PALOS VERDES PENINSULA | CA | 90274 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $1,000 |
| FRIENDS OF THE LA RIVER | |||||||
| 570 W AVE 26 250 | LOS ANGELES | CA | 90065 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $1,000 |
| DOCENT COUNCIL - LACMA | |||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $1,000 |
| CHICAGO COMMUNITY FOUNDATION | |||||||
| 111 EAST WACKER DRIVE 1400 | CHICAGO | IL | 60601 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $322,774 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 329774 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $8,462 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$6,284 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $2,178 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 2178 | 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 | MARK BENJAMIN | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 VIA LOPEZ | AddressLine1 |
| City | PALOS VERDES ESTATES | City |
| State | CA | State |
| ZIP Code | 90274 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 195437 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | PUBLICLY TRADED SECURITIES | NoncashPropertyDescription |
| Fair Market Value | 195437 | FairMarketValue |
| Date Received | 2011-07-01 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $3,750 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Dissolution Stmt DissolutionStmt
Dissolution Info DissolutionInfo (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ExplanationExplanation | DissolutionDissolutionAmt |
|---|---|---|---|---|---|
| CHICAGO COMMUNITY FOUNDATION | |||||
| 111 EAST WACKER DRIVE STE 1400 | CHICAGO | IL | 60601 | CASH | $322,774 |
| GATEWAY PUBLIC SCHOOL | |||||
| 1430 SCOTT STREET | SAN FRANCISCO | CA | 94115 | CASH | $1,000 |
| KQED | |||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | CASH | $1,000 |
| SAN FRANCISCO FOOD BANK | |||||
| 900 PENNSYLVANIA AVE | SAN FRANCISCO | CA | 94107 | CASH | $1,000 |
| FRIENDS OF THE L A PHIL | |||||
| 151 SOUTH GRAND AVENUE | LOS ANGELES | CA | 90012 | CASH | $1,000 |
| PENINSULA FRIENDS OF THE LIBRARY | |||||
| PO BOX 2361 | PALOS VERDES ESTATES | CA | 90274 | CASH | $1,000 |
| FRIENDS OF THE LA RIVER | |||||
| 570 W AVE 26 250 | LOS ANGELES | CA | 90065 | CASH | $1,000 |
| DOCENT COUNCIL-LACMA | |||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | CASH | $1,000 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| STATEMENT OF DISSOLUTION | FORM 990-PF, PART VII-A, LINE 5 | EFFECTIVE DECEMBER 31, 2011, THE BOARD OF DIRECTORS ELECTED TO DISSOLVE THE BENJAMIN FAMILY FOUNDATION. THE BOARD OF DIRECTORS AGREED TO DISTRIBUTE ITS ASSETS TO VARIOUS CHARITABLE ORGANIZATIONS. THE BOARD OF DIRECTORS ALSO AGREED TO DISTRIBUTE, AFTER MAKING PAYMENTS OF ALL THE LIABILITIES, ALL OF THE REMAINING ASSETS OF THE FOUNDATION (APPROXIMATELY $1,300), TO AN ORGANIZATION DEDICATED TO CHARITABLE PURPOSES AND WHICH HAS BEEN RECOGNIZED AS A 501(C)(3) ORGANIZATION BY THE INTERNAL REVENUE SERVICE. |
| CONTRIBUTION TO DONOR ADVISED FUND | FORM 990-PF, PART VII-A, LINE 12 | THE BENJAMIN FAMILY FOUNDATION CONTRIBUTED $322,774 TO THE CHICAGO COMMUNITY FOUNDATION, WHICH IS A DONOR ADVISED FUND. THIS CONTRIBUTION WAS TREATED AS A QUALIFYING CONTRIBUTION. THE CONTRIBUTION TO THE CHICAGO COMMUNITY WILL BE USED TO MAKE CONTRIBUTIONS TO CHARITIES AS DESCRIBED IN IRC SECTION 170(C)(2)(B). |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | NORTHERN TRUST - CORPORATE BOND FUNDS | NameOfBond |
| EOY Book Value | 0 | EOYBookValue |
| EOYFMV | 0 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| NORTHERN TRUST - EQUITY FUNDS | AT COST | 0 | 0 |
| NORTHERN TRUST - COMMODITIES | AT COST | 0 | 0 |
| NORTHERN TRUST - REAL ESTATE | AT COST | 0 | 0 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Statement | EFFECTIVE DECEMBER 31, 2011, THE BOARD OF DIRECTORS ELECTED TO DISSOLVE THE BENJAMIN FAMILY FOUNDATION. SEE ATTACHED PDF STATEMENTS FOR DETAIL. | Statement |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $2,000 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| TAXES DUE | $2,022 |
| DUE TO CHICAGO COMMUNITY FOUNDATION | $1,318 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT FEES | Description |
| Revenue And Expenses Per Books | 1563 | RevenueAndExpensesPerBooks |
| Net Investment Income | 1563 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES WITHHELD ON DIVIDEND INCOME | $132 | 132 | 0 |
| U.S. TREASURY | $116 | 0 | 116 |
| FTB | $10 | 0 | 10 |
| SECRETARY OF STATE | $20 | 0 | 20 |
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