RENEE BENSON FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RENEE BENSON FAMILY FOUNDATION (EIN 84-4302425)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202403199349105570
- Schema version
- 2023v5.1
- 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
- Amortization Schedule
- Depreciation Schedule
- General Explanation Attachment
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T16:41:42-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742392222 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOL SCHWARTZ & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 IH 10 WEST SUITE 1100 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 844302425 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RENEE BENSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RENE | BusinessNameControlTxt |
| Phone | 2108868496 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 WEST NORTH LOOP ROAD | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78216 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RENEE BENSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2108868496 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BENNETT ALLISON | PreparerPersonNm |
| PTIN | P00542732 | PTIN |
| Phone | 2103848000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,119,409 | 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 | $395,677 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $472 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $472 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $396,149 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $472 | 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 | $6,995 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,645 | AccountingFeesChrtblPrpsAmt |
| Deprec And Dpltn Rev And Expnss | $120,658 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,507 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,507 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $129,160 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,350 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,152 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $167,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $167,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $296,660 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,350 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $172,652 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $99,489 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $263,698 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $143,700 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $143,700 | SavAndTempCashInvstEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $6,324,636 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $444,022 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $5,756,223 | LandBOYAmt |
| Land EOY | $5,880,614 | LandEOYAmt |
| Land EOYFMV | $5,880,613 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $95,096 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $95,096 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,019,921 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,119,410 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,119,409 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $6,019,921 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,119,410 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,019,921 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,119,410 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,019,921 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,119,410 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,019,921 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $99,489 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,119,410 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,119,410 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMILY HARRISON LILJENWALL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2108868496 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 WEST NORTH LOOP ROAD | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78216 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| RENEE BENSON | ||||||||
| 421 WEST NORTH LOOP ROAD | SAN ANTONIO | TX | 78216 | PRESIDENT & DIRECTOR | 0.60 | $0 | $0 | $0 |
| RITA LEBLANC | ||||||||
| 7373 BROADWAY SUITE 500 | SAN ANTONIO | TX | 78209 | VICE PRESIDENT & DIRECTOR | 0.00 | $0 | $0 | $0 |
| RYAN LEBLANC | ||||||||
| 421 WEST NORTH LOOP ROAD | SAN ANTONIO | TX | 78216 | VICE PRESIDENT, SECRETARY & DIRECTOR | 0.00 | $0 | $0 | $0 |
| TRACY LEBLANC | ||||||||
| 421 WEST NORTH LOOP ROAD | SAN ANTONIO | TX | 78216 | VICE PRESIDENT, SECRETARY & DIRECTOR | 0.00 | $0 | $0 | $0 |
| JOHN D BENHAM | ||||||||
| 421 WEST NORTH LOOP ROAD | SAN ANTONIO | TX | 78216 | TREASURER & DIRECTOR | 0.00 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $184,008 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $184,008 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $184,008 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,760 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $181,248 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,062 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,062 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $9,062 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,062 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,062 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $172,652 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $172,652 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,062 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $446,278 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $25,322 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $70,703 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $542,303 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $172,652 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,062 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $163,590 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $705,893 | 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 | $705,893 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $446,278 | ExcessFromYear3Amt |
| Excess From Year2 | $25,322 | ExcessFromYear2Amt |
| Excess From Year1 | $70,703 | ExcessFromYear1Amt |
| Excess From Current Year | $163,590 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RENEE BENSON | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RENEE BENSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 WEST NORTH LOOP ROAD | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2108868496 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN LETTER STATING NAME OF ORGANIZATION, PURPOSE AND AMOUNT REQUESTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MISSIONARY ASSOCIATION OF MARY IMMACULATE USA | |||||||
| 323 OBLATE DRIVE | SAN ANTONIO | TX | 78216 | NONE | PC | TO TOUCH THE LIVES OF THOUSANDS OF POOR AND NEEDY PEOPLE | $10,000 |
| OBLATE SCHOOL OF THEOLOGY | |||||||
| 285 OBLATE DRIVE | SAN ANTONIO | TX | 78216 | NONE | PC | OMI ENDOWMENT FUND - PROVIDES TUITION ASSISTANCE TO THE SEMINARIES AND OTHER STUDENTS OF THE SCHOOL | $20,000 |
| SA LIFE ACADEMY INC | |||||||
| 722 ROBINHOOD PLACE | SAN ANTONIO | TX | 78209 | NONE | PC | TO ENRICH THE LIVES OF ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES | $5,000 |
| SAFARI CLUB INTERNATIONAL FOUNDATION | |||||||
| 4800 WEST GATES PASS ROAD | TUCSON | AZ | 85745 | NONE | PC | TO SUPPORT WILDLIFE VIA CONSERVATION, OUTDOOR EDUCATION, AND HUMANITARIAN PROGRAMS | $5,000 |
| ST GEORGE EPISCOPAL DAY SCHOOL INC | |||||||
| 6900 WEST AVENUE | SAN ANTONIO | TX | 78213 | NONE | PC | TO SUPPORT STUDENTS' EDUCATION IN HIGH SCHOOL AND BEYOND | $27,500 |
| BLANCO INDEPENDENT SCHOOL DISTRICT | |||||||
| 814 11TH STREET | BLANCO | TX | 78606 | NONE | PC | TO SUPPORT THE STUDENT FOOTBALL PROGRAM | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $167,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $472 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $472 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $472 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| RENEE BENSON | |||||||
| 1 | 421 W NORTH LOOP RD | SAN ANTONIO | TX | 78216 | $150,000 | Yes (X) | |
| RENEE BENSON | |||||||
| 2 | 421 W NORTH LOOP RD | SAN ANTONIO | TX | 78216 | $245,677 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | VACANT LAND - 501 MT SACRED HEART ROAD, SAN ANTONIO, TEXAS 78216 | NoncashPropertyDesc |
| Fair Market Value | $370,000 | FairMarketValueAmt |
| Received | 2023-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SOL SCHWARTZ & ASSOCIATES PC - PREPARATION OF FORM 990-PF | $6,700 | $3,350 | $3,350 |
| SOL SCHWARTZ & ASSOCIATES PC - PREPARATION OF TX FRANCHISE RETURN | $295 | $0 | $295 |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | ORGANIZATIONAL COSTS | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2020-01-14 | AcquiredCompletedOrExpendedDt |
| Amortized | $9,414 | AmortizedAmt |
| Deduction For Prior Years | $1,884 | DeductionForPriorYearsAmt |
| Amortization Period | 180.000000000000 | AmortizationPeriodRt |
| Current Year Amortization | $628 | CurrentYearAmortizationAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Total Amortization | $2,512 | TotalAmortizationAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|
| LAND - 619 MOUNT SACRED HEART | 2020-04-23 | $1,450,955 | L | $0 | $0 | ||
| BUILDING - 619 MOUNT SACRED HEART | 2020-04-23 | $4,543,571 | SL | $116,502 | $0 | $310,672 | 39.000000000000 |
| RECREATIONAL GROUNDS - 619 MOUNT SACRED HEART | 2020-04-23 | $42,131 | SL | $2,809 | $0 | $7,490 | 15.000000000000 |
| FENCE - 619 MOUNT SACRED HEART | 2020-04-23 | $12,288 | SL | $819 | $0 | $2,184 | 15.000000000000 |
| BOILER - 619 MOUNT SACRED HEART | 2022-01-13 | $20,600 | SL | $528 | $0 | $506 | 39.000000000000 |
| LAND - 501 MOUNT SACRED HEART | 2023-12-31 | $245,677 | L | $0 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION | IdentifierTxt |
| Form And Line Reference | 2023 FORM 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | RENEE BENSON FAMILY FOUNDATION421 WEST NORTH LOOP ROADSAN ANTONIO, TX 78216EMPLOYER IDENTIFICATION NUMBER: 84-4302425FOR THE YEAR ENDING DECEMBER 31, 2023RENEE BENSON FAMILY FOUNDATION IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F). | MediumExplanationTxt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LAND - 619 MOUNT SACRED HEART | $1,450,955 | $0 | $1,450,955 |
| ORGANIZATIONAL COSTS | $9,414 | $2,512 | $6,902 |
| BUILDING - 619 MOUNT SACRED HEART | $4,543,571 | $427,174 | $4,116,397 |
| RECREATIONAL GROUNDS - 619 MOUNT SACRED HEART | $42,131 | $10,299 | $31,832 |
| FENCE - 619 MOUNT SACRED HEART | $12,288 | $3,003 | $9,285 |
| BOILER - 619 MOUNT SACRED HEART | $20,600 | $1,034 | $19,566 |
| LAND - 501 MOUNT SACRED HEART | $245,677 | $0 | $245,677 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IMPROVEMENTS IN PROGRESS - 619 MOUNT SACRED HEART | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $95,096 | EOYBookValueAmt |
| EOYFMV | $95,096 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $787 | $0 | $787 |
| DUES AND SUBSCRIPTIONS | $92 | $0 | $92 |
| AMORTIZATION | $628 | $0 | $628 |