BENETO FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BENETO FOUNDATION (EIN 68-0397473)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-03
- IRS object ID
- 202043089349100519
- Schema version
- 2019v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-03T13:56:20-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 4080 SEAPORT BLVD | AddressLine1Txt |
| City | WEST SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95691 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE BENETO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9166770817 | PhoneNum |
| Signature | 2020-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GENE D HUME CPA | PreparerPersonNm |
| PTIN | P01078778 | PTIN |
| Phone | 9163715252 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.220.244.82 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-03 | IPDt |
| IP Tm | 11:55:57 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E29797509557DABB309EDB5006BC79F4851B0E2C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 256C6E8EB806B71AEB71C466132D09629980884D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,399,831 | 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 | $20,084 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20,084 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $29,358 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,358 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,846 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $493,064 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,846 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $88,288 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $88,288 | 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 | $4,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,238 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,416 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $787 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,830 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,830 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,196 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,855 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $240,074 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $240,074 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $255,270 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,855 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $240,074 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$166,982 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $78,433 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $54,203 | CashEOYAmt |
| Cash EOYFMV | $54,203 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $238,785 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $191,362 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $191,362 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,026 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $456 | PrepaidExpensesEOYAmt |
| US Government Obligations BOY | $369,335 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $193,216 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $215,604 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $595,140 | CorporateStockBOYAmt |
| Corporate Stock EOY | $604,441 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $662,735 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $63,254 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $101,481 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $107,045 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $212,051 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $168,450 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $168,882 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,480,591 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,313,609 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,399,831 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,480,591 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,313,609 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,480,591 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,313,609 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,480,591 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,313,609 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,480,591 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$166,982 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,313,609 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,313,609 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (44 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| CONSTELLATION BRANDS INC | 2019-05-31 | 2019-09-30 | $8,307 | $7,016 | $1,291 | $1,291 | |
| CATERPILLAR INC DEL | 2019-10-09 | 2019-12-20 | $4,410 | $3,583 | $827 | $827 | |
| CONAGRA BRANDS INC | 2019-03-18 | 2019-04-02 | $8,282 | $6,929 | $1,353 | $1,353 | |
| CONAGRA BRANDS INC | 2019-03-18 | 2019-08-30 | $5,674 | $4,619 | $1,055 | $1,055 | |
| CONAGRA BRANDS INC | 2019-03-18 | 2019-09-30 | $6,100 | $4,619 | $1,481 | $1,481 | |
| EL POLLO LOCO HLDGS INC | 2019-07-18 | 2019-12-20 | $4,611 | $3,124 | $1,487 | $1,487 | |
| ALPS EQUAL SECTOR WEIGHT | 2018-10-29 | 2019-02-25 | $21,481 | $20,325 | $1,156 | $1,156 | |
| GENERAL MILLS | 2018-05-15 | 2019-04-02 | $5,080 | $4,245 | $835 | $835 | |
| INTEL CORP | 2019-08-06 | 2019-12-20 | $11,765 | $9,399 | $2,366 | $2,366 | |
| VANECK VECTORS INDIA | 2018-10-15 | 2019-09-30 | $9,789 | $11,892 | -$2,103 | -$2,103 | |
| NUVEEN PFD AND INCOME | 2018-10-29 | 2019-07-18 | $24,277 | $21,865 | $2,412 | $2,412 | |
| ISHARES TR CORE MSCI | 2018-06-19 | 2019-02-25 | $5,794 | $6,026 | -$232 | -$232 | |
| WABTEC | 2019-03-01 | 2019-03-04 | $3 | $3 | $0 | $0 | |
| AMBEV SA SHS ADR | 2017-05-23 | 2019-08-30 | $9,120 | $11,510 | -$2,390 | -$2,390 | |
| ARCONIC INC | 2015-04-23 | 2019-08-29 | $7,725 | $8,754 | -$1,029 | -$1,029 | |
| ARCONIC INC | 2015-04-23 | 2019-09-30 | $7,815 | $8,754 | -$939 | -$939 | |
| AT&T INC | 2017-05-11 | 2019-02-25 | $6,224 | $7,667 | -$1,443 | -$1,443 | |
| AT&T INC | 2017-05-11 | 2019-12-20 | $7,814 | $7,667 | $147 | $147 | |
| APPLIED MATERIAL INC | 2018-10-10 | 2019-12-20 | $6,181 | $3,504 | $2,677 | $2,677 | |
| CISCO SYSTEMS INC COM | 2015-07-02 | 2019-05-14 | $5,229 | $2,733 | $2,496 | $2,496 | |
| CISCO SYSTEMS INC COM | 2016-02-10 | 2019-05-14 | $5,229 | $2,264 | $2,965 | $2,965 | |
| CISCO SYSTEMS INC COM | 2016-02-10 | 2019-12-20 | $9,545 | $4,527 | $5,018 | $5,018 | |
| EXELON CORPORATION | 2015-09-04 | 2019-04-02 | $5,014 | $2,994 | $2,020 | $2,020 | |
| INVESCO QQQ TR SER 1 | 2018-03-20 | 2019-04-02 | $5,467 | $5,027 | $440 | $440 | |
| GENERAL MILLS | 2018-05-15 | 2019-09-30 | $22,160 | $16,979 | $5,181 | $5,181 | |
| VANECK VECTORS INDIA | 2018-10-15 | 2019-12-20 | $6,484 | $7,928 | -$1,444 | -$1,444 | |
| VANECK VECTORS GOLD | 2012-06-11 | 2019-09-30 | $5,327 | $9,380 | -$4,053 | -$4,053 | |
| NOVARTIS ADR | 2016-11-21 | 2019-12-20 | $4,719 | $3,073 | $1,646 | $1,646 | |
| NUTRIEN LTD REG SHS | 2017-03-06 | 2019-08-29 | $7,474 | $6,411 | $1,063 | $1,063 | |
| PFIZER INC | 2011-08-31 | 2019-12-20 | $5,927 | $2,890 | $3,037 | $3,037 | |
| SANOFI ADR | 2016-02-18 | 2019-09-30 | $9,281 | $7,880 | $1,401 | $1,401 | |
| SNAP INC CL A | 2017-06-22 | 2019-08-30 | $4,738 | $5,282 | -$544 | -$544 | |
| TEVA PHARMACTCL INDS ADR | 2017-02-06 | 2019-12-20 | $5,022 | $17,208 | -$12,186 | -$12,186 | |
| WHIRLPOOL CORP | 2016-10-25 | 2019-02-25 | $7,330 | $7,589 | -$259 | -$259 | |
| WHIRLPOOL CORP | 2016-10-25 | 2019-12-20 | $4,392 | $4,553 | -$161 | -$161 | |
| KERN CO CA PENSION OBLIG | 2012-03-19 | 2019-08-15 | $50,000 | $50,000 | $0 | $0 | |
| CALIFORNIA ST GO BDS | 2009-10-20 | 2019-10-01 | $50,000 | $50,000 | $0 | $0 | |
| COMCAST CORP NEW CL A | 2003-01-09 | 2019-12-20 | $8,795 | $1,780 | $7,015 | $7,015 | |
| MERCK AND CO INC SHS | 2008-03-31 | 2019-02-25 | $964 | $453 | $511 | $511 | |
| MERCK AND CO INC SHS | 2008-10-30 | 2019-02-25 | $7,066 | $1,260 | $5,806 | $5,806 | |
| MERCK AND CO INC SHS | 2008-10-30 | 2019-12-20 | $4,567 | $716 | $3,851 | $3,851 | |
| ROYAL DUTCH SHELL PLC | 2007-01-08 | 2019-04-02 | $6,338 | $6,762 | -$424 | -$424 | |
| GNM | 2019-02-15 | 2019-12-16 | $140 | $140 | $0 | $0 | P |
| U.S. TREASURY BONDS | 2016-11-30 | 2019-10-01 | $91,404 | $84,888 | $6,516 | $6,516 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,846 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $374,001 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,723,023 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.217061 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $406,056 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,950,073 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.208226 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $399,223 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,036,404 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.196043 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $422,646 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,966,254 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.214950 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $321,372 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,782,171 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.180326 | DistributionYr5Rt |
| Total Distribution | 1.016606 | TotalDistributionRt |
| Average Distribution | 0.203321 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,449,834 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $294,782 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $784 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $295,566 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $240,074 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,569 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,569 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,569 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,025 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,025 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $456 | OverpaymentAmt |
| Applied To ES Tax | $456 | 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 | Yes (1) | 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 | 4080 SEAPORT BLVD | AddressLine1Txt |
| City | WEST SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95691 | 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 | $1,282,119 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $189,794 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,471,913 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,471,913 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,079 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,449,834 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $72,492 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $72,492 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,569 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,569 | TotalTaxAmt |
| Distributable Before Adj | $70,923 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $70,923 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $70,923 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $240,074 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $240,074 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $240,074 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $70,923 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $238,147 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $327,107 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $302,425 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $311,594 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $288,758 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,468,031 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $240,074 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $70,923 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $169,151 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,637,182 | 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 | $238,147 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,399,035 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $327,107 | ExcessFromYear4Amt |
| Excess From Year3 | $302,425 | ExcessFromYear3Amt |
| Excess From Year2 | $311,594 | ExcessFromYear2Amt |
| Excess From Year1 | $288,758 | ExcessFromYear1Amt |
| Excess From Current Year | $169,151 | 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 (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MERCY FOUNDATION | |||||||
| 3400 DATA DR | RANCHO CORDOVA | CA | 95670 | NONE | PUBLIC CHARITY | COMMUNITY HEALTH CAREOMMUNITY HEALTH SERVICES | $30,000 |
| 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 CONTRIBUTIONEVENT SPONSORSHIP | $66,774 |
| 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 |
| READING PARTNERS | |||||||
| 106 LINDEN STREET 202 | OAKLAND | CA | 94607 | NONE | PRIVATE CHARITY | READING FOR THE HANDICAPPED | $1,000 |
| RIDE TO WALK | |||||||
| 700 SUNRISE AVE SUITE O | ROSEVILLE | CA | 95661 | NONE | PRIVATE CHARITY | THERAPEUTIC HORSEBACK RIDING FOR DISABLED CHILDREN | $7,000 |
| BENETO LAWSON CHARITY GOLF TOURNEMENT | |||||||
| 4080 SEAPORT BLVD | WEST SACRAMENTO | CA | 95691 | SPONSOR | PRIVATE CHARITY | PROGRAM CONTRIBUTION | $5,000 |
| THE RANCH RECOVERY CENTERS INC | |||||||
| 3694 B TIVOLA STREET | SANTA YNEZ | CA | 93460 | NONE | PUBLIC CHARITY | PROGRAM CONTRIBUTIONPROGRAM CONTRIBUTIONPUBLIC CHARITY PROGRAM | $10,000 |
| 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 | $10,000 |
| SCOTTISH RITE LANGUAGE CENTER | |||||||
| 6151 H STREET | SACRAMENTO | CA | 95819 | NONE | PUBLIC CHARITY | PROGRAM DONATIONPROGRAM DONATION | $25,000 |
| HAPPY TRAILS RIDING ACADEMY | |||||||
| 2773 E OAKDALE AVE | TULARE | CA | 93274 | NONE | PUBLIC CHARITY | PROGRAM DONATION | $20,000 |
| UNITED CEREBRAL PALSY | |||||||
| 35-325 DATE PALM DRIVE | CATHEDRAL CITY | CA | 92234 | NONE | PUBLIC CHARITY | PROGRAM DONATIONPROGRAM DONATIONPROGRAM DONATIONPROGRAM DONATION | $5,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $240,074 | 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 | $20,084 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,358 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $38,846 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $49,442 | ExclusionAmt |
| Related Or Exempt Function Incm | $38,846 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $88,288 | 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 | $4,950 | Amt |
| Net Investment Income | $1,238 | 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 | $101,481 | EOYBookValueAmt |
| EOYFMV | $107,045 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $604,441 | EOYBookValueAmt |
| EOYFMV | $662,735 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $80,079 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $79,932 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $113,137 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $135,672 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUTAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $168,450 | BookValueAmt |
| EOYFMV | $168,882 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $7,756 | $7,756 | $0 |
| BANK FEES | $15 | $15 | $0 |
| MISCELLANEOUS | $59 | $59 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN BENETO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4080 SEAPORT BLVD | AddressLine1Txt |
| City | WEST SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95691 | ZIPCd |
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 | $787 | $787 | $0 |
| SECRETARY OF STATE | $50 | $0 | $0 |
| FEDERAL TAXES | $1,569 | $0 | $0 |