BENETO FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BENETO FOUNDATION (EIN 68-0397473)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2023-01-12
- IRS object ID
- 202330129349100418
- Schema version
- 2020v4.2
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-01-12T00:00:00-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 942840968 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUME & COMPANY INC CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4080 SEAPORT BLVD | AddressLine1Txt |
| City | WEST SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95691 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680397473 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENETO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BENE | BusinessNameControlTxt |
| Phone | 9166770817 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 GLENN DRIVE SUITE 120 | AddressLine1Txt |
| City | FOLSOM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95630 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DARLENE BENETO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9166770817 | PhoneNum |
| Signature | 2023-01-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DARLENE | PersonFirstNm |
| Person Last | BENETO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GENE D HUME CPA | PreparerPersonNm |
| PTIN | P01078778 | PTIN |
| Phone | 9163715252 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,300,318 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $7,130 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,130 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $24,406 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,406 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,853 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $197,001 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,853 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,701 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,701 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $53,090 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $53,090 | 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 | $3,180 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,403 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $752 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,975 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,191 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,558 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,743 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $160,339 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $160,339 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $173,897 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,743 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $160,339 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$120,807 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $44,347 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $54,203 | CashBOYAmt |
| Cash EOY | $33,805 | CashEOYAmt |
| Cash EOYFMV | $33,805 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $191,362 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $113,634 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $113,634 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $456 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,384 | PrepaidExpensesEOYAmt |
| US Government Obligations BOY | $193,216 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $197,111 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $232,181 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $604,441 | CorporateStockBOYAmt |
| Corporate Stock EOY | $784,069 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $842,700 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $101,481 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $62,799 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $77,998 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $168,450 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,313,609 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,192,802 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,300,318 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,313,609 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,192,802 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,313,609 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,192,802 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,313,609 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,192,802 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,313,609 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$120,807 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,192,802 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,192,802 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| P | 2020-05-12 | 2020-06-13 | $197,001 | $181,012 | $15,989 | $15,989 |
| P | 2020-05-12 | 2020-06-13 | $136 | -$136 | -$136 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,853 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $616 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $616 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $616 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | 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 | $2,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,384 | OverpaymentAmt |
| Applied To ES Tax | $1,384 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 | WWW.BENETOINC.COM/FOUNDATION.HTML | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMY MONROE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9166770817 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 GLENN DRIVE SUITE 120 | AddressLine1Txt |
| City | FOLSOM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95630 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| STEPHEN T BENETO | ||||||||
| 4080 SEAPORT BLVD | W SACRAMENTO | CA | 95691 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| DARLENE J BENETO | ||||||||
| 4080 SEAPORT BLVD | W SACRAMENTO | CA | 95691 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| GENE HUME | ||||||||
| 4080 SEAPORT BLVD | W SACRAMENTO | CA | 95691 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| LUCILLE R FRIDAY | ||||||||
| 4080 SEAPORT BLVD | W SACRAMENTO | CA | 95691 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| NINA PUCCI | ||||||||
| 4080 SEAPORT BLVD | W SACRAMENTO | CA | 95691 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| PAUL MARCHI | ||||||||
| 4080 SEAPORT BLVD | W SACRAMENTO | CA | 95691 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| AMY MONROE | ||||||||
| 4080 SEAPORT BLVD | W SACRAMENTO | CA | 95691 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| LYNN VOLKERTS | ||||||||
| 4080 SEAPORT BLVD | W SACRAMENTO | CA | 95691 | BOARD MEMBER | 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 | $1,175,042 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $57,982 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,233,024 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,233,024 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,495 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,214,529 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $60,726 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $60,726 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $616 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $616 | TotalTaxAmt |
| Distributable Before Adj | $60,110 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $60,110 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $60,110 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $160,339 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $160,339 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $160,339 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $60,110 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $327,107 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $302,425 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $311,594 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $288,758 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $169,151 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,399,035 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $160,339 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $60,110 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $100,229 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,499,264 | 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 | $327,107 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,172,157 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $302,425 | ExcessFromYear4Amt |
| Excess From Year3 | $311,594 | ExcessFromYear3Amt |
| Excess From Year2 | $288,758 | ExcessFromYear2Amt |
| Excess From Year1 | $169,151 | ExcessFromYear1Amt |
| Excess From Current Year | $100,229 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEPHEN T BENETO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | AMY MONROE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4080 SEAPORT BLVD | AddressLine1Txt |
| City | WEST SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95691 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9166770817 | RecipientPhoneNum |
| Recipient Email Address | AMY@BENETOINC.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CRISTO REY HIGH SCHOOL | |||||||
| 6200 MCMAHON DRIVE | SACRAMENTO | CA | 95824 | NONE | PUBLIC CHARITY | PUBLIC EDUCATION | $10,000 |
| MERCY FOUNDATION | |||||||
| 3400 DATA DR | RANCHO CORDOVA | CA | 95670 | NONE | PUBLIC CHARITY | COMMUNITY HEALTH CARETH SERVICES | $10,000 |
| ST VINCENT DE PAUL | |||||||
| 50 N B STREET | SAN MATEO | CA | 94401 | NONE | RELIGIOUS CHARITY | PROGRAM CONTRIBUTION | $5,000 |
| SALVATION ARMY | |||||||
| 1722 J STREET SUITE 19 | SACRAMENTO | CA | 95814 | NONE | PUBLIC CHARITY | PROGRAM CONTRIBUTIONPROGRAM CONTRIBUTION | $10,000 |
| OKIZU FOUNDATION | |||||||
| 16 DIGITAL DR | NOVATO | CA | 94949 | NONE | PUBLIC CHARITY | PROGRAM CONTRIBUTION | $10,000 |
| DESERT ARC | |||||||
| 73255 COUNTRY CLUB DR | PALM DESERT | CA | 95824 | NONE | PUBLIC CHARITY | PROGRAM CONTRIBUTION | $2,000 |
| FAMILY PROMISE OF SACRAMENTO | |||||||
| 321 N 12TH STREET | SACRAMENTO | CA | 95812 | NONE | PRIVATE CHARITY | EMERGENCY SHELTER FOR HOMELESS FAMILIES | $10,000 |
| SAINT JOHN'S PROGRAM FOR REAL CHANGE | |||||||
| 2443 FAIR OAKS BLVD 369 | SACRAMENTO | CA | 95825 | NONE | PUBLIC CHARITY | REHAB PROGRAM FOR HOMELESS WOMEN AND CHILDRENREHAB PROGRAM FOR HOMELESS WOMEBN AND CHILDRENREHAB PROGRAM FOR HOMELESS WOMEN AND CHILDREN | $10,000 |
| RIDE TO WALK | |||||||
| 700 SUNRISE AVE SUITE O | ROSEVILLE | CA | 95661 | NONE | PRIVATE CHARITY | THERAPEUTIC HORSEBACK RIDING FOR DISABLED CHILDREN | $7,000 |
| MUSTARD SEED | |||||||
| 1321 NORTH C STREET | SACRAMENTO | CA | 95811 | NONE | PRIVATE CHARITY | PROGRAM CONTRIBUTION | $10,000 |
| THE RANCH RECOVERY CENTERS INC | |||||||
| 3694 B TIVOLA STREET | SANTA YNEZ | CA | 93460 | NONE | PUBLIC CHARITY | PROGRAM CONTRIBUTIONPROGRAM CONTRIBUTIONPROGRAM CONTRIBUTIONPUBLIC CHARITY PROGRAM | $5,000 |
| YOLO HOSPICE | |||||||
| 1909 GALILEO CT | DAVIS | CA | 95618 | NONE | PUBLIC CHARITY | HOSPICE SERVICES | $5,000 |
| THE ARK | |||||||
| 75 ACADEMY DRIVE | SUTTER CREEK | CA | 95685 | NONE | PUBLIC CHARITY | PROGRAM DONATION | $5,000 |
| OLD TOWN ARTISAN STUDIO | |||||||
| 78134 CALLE TAMPICO 160 | LA QUINTA | CA | 92253 | NONE | PUBLIC CHARITY | PROGRAM DONATION | $2,500 |
| CCHAT CENTER | |||||||
| 11100 COLOMA RD | RANCHO CORDOVA | CA | 95670 | NONE | PUBLIC CHARITY | PROGRAM DONATION | $2,500 |
| YOLO CRISIS NURSERY | |||||||
| 1447 DREW AVE | DAVIS | CA | 95616 | NONE | PUBLIC CHARITY | PROGRAM DONATION | $5,000 |
| SCOTTISH RITE LANGUAGE CENTER | |||||||
| 6151 H STREET | SACRAMENTO | CA | 95819 | NONE | PUBLIC CHARITY | PROGRAM DONATIONPROGRAM DONATION | $25,000 |
| WEST SACRAMENTO XMAS BASKET | |||||||
| 1075 WEST CAPITAL AVE | WEST SACRAMENTO | CA | 95605 | NONE | PUBLIC CHARITY | MEALS AND SHELTER PROGRAMSCOMMUNITY FOOD BANKCOMMUNITY FOOD BANK | $17,639 |
| SHRINERS HOSPITAL | |||||||
| 2425 STOCKTON BLVD | SACRAMENTO | CA | 95817 | NONE | PUBLIC CHARITY | CHILDRENS HEALTH CARE | $5,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 2143 HURLEY WAY SUITE 110 | SACRAMENTO | CA | 95825 | NONE | PUBLIC CHARITY | PROGRAM CONTRIBUTION | $1,000 |
| PERSONAL CARE PANTRY | |||||||
| 620 NORTH STREET | WOODLAND | CA | 95695 | NONE | PUBLIC CHARITY | PUBLIC CHARITY PROGRAM | $1,700 |
| GRAND NATIONAL FOUNDATION | |||||||
| 1143 CRANE STREET SUITE 200 | MENLO PARK | CA | 94025 | NONE | PRIVATE CHARITY | PUBLIC CHARITY PROGRAMPUBLIC CHARITY PROGRAMPUBLIC CHARITY PROGRAM | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $160,339 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,130 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,406 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,701 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $15,853 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $31,536 | ExclusionAmt |
| Related Or Exempt Function Incm | $21,554 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $53,090 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | PROVIDE FUNDS TO CHARITABLE ORGANIZATIONS | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,180 | Amt |
| Net Investment Income | $800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $62,799 | EOYBookValueAmt |
| EOYFMV | $77,998 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $784,069 | EOYBookValueAmt |
| EOYFMV | $842,700 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $80,932 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $88,323 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $116,179 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $143,858 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $7,191 | $7,191 | $0 |
| MISCELLANEOUS | $1,784 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $5,701 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,701 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,701 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FRANCHISE TAX BOARD | $10 | $0 | $0 |
| FOREIGN INVESTMENT TAXES PAID | $752 | $752 | $0 |
| SECRETARY OF STATE | $25 | $0 | $0 |
| FEDERAL EXCISE TAXES | $616 | $0 | $0 |