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GAYLE AND TOM BENSON CHARITABLEFOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
GAYLE AND TOM BENSON CHARITABLEFOUNDATION (EIN 26-0221908)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-08-14
IRS object ID
202322269349100727
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-08-14T18:11:11-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN742619624PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RIDOUT BARRETT & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1922 ISOM RD STE 100AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP782164184ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN260221908EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GAYLE AND TOM BENSON CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlGAYLBusinessNameControlTxt
Phone5045934850PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15800 AIRLINE DRIVEAddressLine1Txt
CityMETAIRIECityNm
State AbbreviationLAStateAbbreviationCd
ZIP70003ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEDWARD F LANGPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5045934850PhoneNum
Signature2023-08-10SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEDWARDPersonFirstNm
Person LastLANGPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSARITA GARCIA AKIN CPAPreparerPersonNm
PTINP01399134PTIN
Phone2108291793PhoneNum
Preparation2023-08-14PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$84,629FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$6,770,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$196InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$196InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$6,770,196TotalRevAndExpnssAmt
Total Net Invst Incm$196TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$510LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$510LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,300AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,300AccountingFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,810TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,810TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,768,283ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,768,283ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,770,093TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,810TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,768,283TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$103ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$44,526SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$84,629SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$84,629SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$44,526TotalAssetsBOYAmt
Total Assets EOY$84,629TotalAssetsEOYAmt
Total Assets EOYFMV$84,629TotalAssetsEOYFMVAmt
Accounts Payable EOY$40,000AccountsPayableEOYAmt
Total Liabilities EOY$40,000TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$44,526RetainedEarningBOYAmt
Retained Earning EOY$44,629RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$44,526TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$44,629TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$44,526TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$84,629TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$44,526TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$103ExcessRevenueOverExpensesAmt
Subtotal$44,629SubtotalAmt
Tot Net Ast Or Fund Balances EOY$44,629TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateLAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksEDWARD F LANGIndividualWithBooksNm
Phone5045934850PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15800 AIRLINE DRIVEAddressLine1Txt
CityMETAIRIECityNm
State AbbreviationLAStateAbbreviationCd
ZIP70003ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GAYLE BENSON
5800 AIRLINE DRIVEMETAIRIELA70003TRUSTEE000.00$0$0$0
DENNIS LAUSCHA
5800 AIRLINE DRIVEMETAIRIELA70003TRUSTEE000.00$0$0$0
GREGORY C BENSEL
5800 AIRLINE DRIVEMETAIRIELA70003TRUSTEE000.00$0$0$0
S BENJAMIN HALES
5800 AIRLINE DRIVEMETAIRIELA70003TRUSTEE000.00$0$0$0
EDWARD F LANG
5800 AIRLINE DRIVEMETAIRIELA70003TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$48,066AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$48,066TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$48,066AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$721CashDeemedCharitableAmt
Net Vl Noncharitable Assets$47,345NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,367MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,367MinimumInvestmentReturnAmt
Distributable Before Adj$2,367DistributableBeforeAdjAmt
Distributable Before Ded$2,367DistributableBeforeDedAmt
Distributable As Adjusted$2,367DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,768,283ExpensesAndContributionsAmt
Qualifying Distributions$6,768,283QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,367DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$14,882,215ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$10,007,803ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$9,512,252ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$8,900,731ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$10,929,204ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$54,232,205TotalExcessDistributionCyovAmt
Qualifying Distributions$6,768,283QualifyingDistributionsAmt
Applied To Current Year$2,367AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,765,916RemainingDistriFromCorpusAmt
Total Corpus$60,998,121TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$14,882,215ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$46,115,906ExcessDistriCyovToNextYrAmt
Excess From Year4$10,007,803ExcessFromYear4Amt
Excess From Year3$9,512,252ExcessFromYear3Amt
Excess From Year2$8,900,731ExcessFromYear2Amt
Excess From Year1$10,929,204ExcessFromYear1Amt
Excess From Current Year$6,765,916ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGAYLE BENSONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDENNIS LAUSCHARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line15800 AIRLINE DRIVEAddressLine1Txt
CityMETAIRIECityNm
State AbbreviationLAStateAbbreviationCd
ZIP70003ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5047311780RecipientPhoneNum
Form And Info And MaterialsNO PRESCRIBED FORMFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ARCHBISHOP RUMMEL HIGH SCHOOL
1901 SEVERN AVENUEMETAIRIELA70001NONE501(C)(3)CHARITABLE$500,000
ARCHDIOCESE OF NEW ORLEANS
5500 ST MARY STREETMETAIRIELA70006NONE501(C)(3)CHARITABLE$1,500
ARCHDIOCESE OF NEW ORLEANS
7887 WALMSLEY AVENUENEW ORLEANSLA70125NONE501(C)(3CHARITABLE$593,800
BRAVO
30 ROCKEFELLA PLZNEW YORKNY10036NONE501(C)(3)CHARITABLE$5,000FL 8
BRIDGE HOUSE GRACE HOUSE
4150 EARHART BLVDNEW ORLEANSLA70125NONE501(C)(3)CHARITABLE$1,500
DELGADO COMMUNITY COLLEGE
615 CITY PARK AVENEW ORLEANSLA70119NONE501(C)(3)CHARITABLE$250,000
DOMINICAN SISTERS OF ST CECILIA
801 DOMINICAN DRIVENASHVILLETN37228NONE501(C)(3)RELIGIOUS/ CHARITABLE$10,000
FRIENDS OF THE CABILDO
701 PLACE JOHN PAUL DEAUXNEW ORLEANSLA70116NONE501(C)(3)CHARITABLE$1,000
JESUIT HIGH SCHOOL
4133 BANKS STNEW ORLEANSLA70119NONE501(C)(3)CHARITABLE$1,000,000
JUNIOR ACHIEVEMENT OF GREATER
919 18TH STREET NWWASHINGTONDC20006NONE501(C)(3)CHARITABLE$3,500SUITE 901
KINGSLEY HOUSE
1600 CONSTANCE STNEW ORLEANSLA70130NONE501(C)(3)CHARITABLE$200,000
LADIES LEUKEMIA LEAGUE INC
PO BOX 9355METAIRIELA70055NONE501(C)(3)CHARITABLE$3,000
LONGUE VUE
7 BAMBOO ROADNEW ORLEANSLA70124NONE501(C)(3)CHARITABLE$1,000
LOUISIANA APPLESEED
1615 POYDRAS STNEW ORLEANSLA70112NONE501(C)(3)CHARITABLE$10,000
LOUISIANA PUBLIC BROADCASTING
7733 PERKINS ROADBATON ROUGELA70810NONE501(C)(3)CHARITABLE$125,000
NEW ORLEANS HISPANIC HERITAGE
PO BOX 57237NEW ORLEANSLA70157NONE501(C)(3)CHARITABLE$5,000
NEW ORLEANS MUSEUM OF ART
PO BOX 19123NEW ORLEANSLA70179NONE501(C)(3)CHARITABLE$83,333
NFL CHARITIES
280 PARK AVENUENEW YORKNY10017NONE501(C)(3)CHARITABLE$40,000
NOTRE DAME SEMINARY
2901 S CAROLLTON AVENUENEW ORLEANSLA70118NONE501(C)(3)CHARITABLE$207,500
OCHSNER CLINIC FOUNDATION
15134 JEFFERSON HWYNEW ORLEANSLA70121NONE501(C)(3)CHARITABLE$2,600,000BRENT HOUSE 240
PRO BONO PROJECT
935 GRAVIER ST 1340NEW ORLEANSLA70112NONE501(C)(3)CHARITABLE$1,500
RAINBOW CHILDCARE CENTER
3700 RED CEDAR WAYLAKE OSWEGOOR97035NONE501(C)(3)CHARITABLE$5,000
SAMARITANS FEET
4808 CHESAPEAKE DRCHARLOTTENC28216NONE501(C)(3)CHARITABLE$25,000
SECOND HARVEST FOOD BANK
700 EDWARDS AVENEW ORLEANSLA70123NONE501(C)(3)CHARITABLE$500,000
SHRINE OF OUR LADY OF PROMPT
2701 STATE STNEW ORLEANSLA70118NONE501(C)(3)CHARITABLE$5,000
SPECIAL OLYMPICS LOUISIANA
46 LOUIS PRIMA DRCONVINGTONLA70433NONE501(C)(3)CHARITABLE$19,650
ST MICHAEL'S SPECIAL SCHOOL
1522 CHIPPEWA STREETNEW ORLEANSLA70130NONE501(C)(3)CHARITABLE / EDUCATIONAL$100,000
THE PAPAL FOUNDATION
2501 SEAPORT STE SH300CHESTERPA19013NONE501(C)(3)CHARITABLE$100,000
THE SALVATION ARMY
2810 W ASHBY PLSAN ANTONIOTX75201NONE501(C)(3)CHARITABLE$10,000
UNITED NEGRO COLLEGE FUND INC
1100 POYDRAS ST 1400NEW ORLEANSLA70163NONE501(C)(3)CHARITABLE$100,000
UNIVERSITY OF MISSISSIPPI
2500 NORTH STATE STREETJACKSONMS39216NONE501(C)(3)CHARITABLE$250,000
VIEUX CARRE COMMISSION
1300 PERDIDO STNEW ORLEANSLA70112NONE501(C)(3)CHARITABLE$5,000
WOMENS NEW LIFE CLINIC
4612 S CLAIBORNE AVENUEBATON ROUGELA70806NONE501(C)(3)CHARITABLE$1,000
WYES
916 NAVARRE AVENUENEW ORLEANSLA70124NONE501(C)(3)CHARITABLE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,768,283TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$196ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$196ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$196TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryRIDOUT, BARRETT & CO.CategoryTxt
Amt$1,300Amt
Net Investment Income$1,300NetInvestmentIncomeAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategorySTONE PIGMANCategoryTxt
Legal Fees$510LegalFeesAmt
Net Investment Income$510NetInvestmentIncomeAmt