BENETO FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BENETO FOUNDATION (EIN 68-0397473)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-10
- IRS object ID
- 201802839349100900
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-10T20:13:10-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-10-03 | 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 | P10178778 | PTIN |
| Phone | 9163715252 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,821,084 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $230,650 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12,727 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,727 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,412 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,412 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $116,670 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $655,836 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $116,670 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,581 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,581 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $395,040 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $164,390 | 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 | $3,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,659 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,053 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $111,292 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,566 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $117,351 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,319 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $407,577 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $407,577 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $524,928 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,319 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $407,577 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$129,888 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $152,071 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $261,379 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $217,110 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $218,682 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $102 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,480 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,480 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $515,570 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $395,023 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $420,328 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $853,721 | CorporateStockBOYAmt |
| Corporate Stock EOY | $938,463 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,056,086 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $62,439 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $24,573 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $24,770 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $133,232 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $118,906 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $98,738 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,826,443 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,696,555 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,821,084 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,826,443 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,696,555 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,826,443 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,696,555 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,826,443 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,696,555 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,826,443 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$129,888 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,696,555 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,696,555 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (39 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| COMCAST CORP | P | 2003-01-09 | 2017-01-20 | $7,343 | $1,780 | $5,563 | $5,563 |
| VANECK VECTORS STEEL | P | 2015-11-17 | 2017-01-20 | $20,455 | $11,085 | $9,370 | $9,370 |
| UAMANA GOLD RIGHTS | P | 2016-11-30 | 2017-01-06 | $57 | -$57 | -$57 | |
| WHIRLPOOL CORP | P | 2016-10-25 | 2017-01-20 | $9,290 | $7,589 | $1,701 | $1,701 |
| AEGON | P | 2006-05-16 | 2017-02-14 | $7,655 | $7,215 | $440 | $440 |
| CANADIAN RR | P | 2004-11-10 | 2017-02-02 | $10,310 | $2,162 | $8,148 | $8,148 |
| GOLDMAN SACHS | P | 2010-06-23 | 2017-02-14 | $11,436 | $9,476 | $1,960 | $1,960 |
| MERCK AND CO | P | 2008-03-31 | 2017-02-02 | $6,405 | $3,778 | $2,627 | $2,627 |
| SPECTRA ENERGY | P | 2004-01-07 | 2017-02-02 | $8,377 | $3,612 | $4,765 | $4,765 |
| WELLS FARGO & CO | P | 2010-10-22 | 2017-02-02 | $11,131 | $5,281 | $5,850 | $5,850 |
| WELLS FARGO & CO | P | 2010-10-22 | 2017-02-04 | $17,356 | $7,922 | $9,434 | $9,434 |
| AVIS BUDGET GROUP | P | 2016-02-08 | 2017-02-02 | $7,495 | $4,979 | $2,516 | $2,516 |
| CAMECO CORP | P | 2016-07-26 | 2017-01-27 | $12,901 | $10,465 | $2,436 | $2,436 |
| EMBRAER SA | P | 2016-05-05 | 2017-01-27 | $11,561 | $11,218 | $343 | $343 |
| BANK OF AMERICA | P | 2012-06-11 | 2017-03-02 | $25,180 | $7,511 | $17,669 | $17,669 |
| CLOUGH GLOBAL | P | 2016-02-26 | 2017-04-20 | $33,966 | $26,236 | $7,730 | $7,730 |
| GOLDMAN SACHS | P | 2010-06-23 | 2017-04-19 | $11,886 | $9,476 | $2,410 | $2,410 |
| GOLDMAN SACHS | P | 2014-11-12 | 2017-04-19 | $23,771 | $19,438 | $4,333 | $4,333 |
| RH | P | 2016-12-12 | 2017-03-29 | $8,593 | $6,127 | $2,466 | $2,466 |
| RH | P | 2016-12-12 | 2017-04-19 | $9,526 | $6,127 | $3,399 | $3,399 |
| HERTZ GLOBAL HOLDINGS | P | 2017-01-27 | 2017-05-11 | $11,578 | $21,339 | -$9,761 | -$9,761 |
| WHOLE FOODS MKT | P | 2016-04-19 | 2017-06-16 | $29,941 | $21,145 | $8,796 | $8,796 |
| RH | P | 2016-12-12 | 2017-07-21 | $22,691 | $9,190 | $13,501 | $13,501 |
| AEGON | P | 2006-05-16 | 2017-08-23 | $18,195 | $16,835 | $1,360 | $1,360 |
| FEDERATED PRUDENT BEAR | P | 2016-08-10 | 2017-08-23 | $34,440 | $40,340 | -$5,900 | -$5,900 |
| YELP | P | 2017-05-31 | 2017-08-22 | $20,926 | $13,987 | $6,939 | $6,939 |
| ARCONIC | P | 2015-04-17 | 2017-09-13 | $10,077 | $12,015 | -$1,938 | -$1,938 |
| ALCOA CORP | P | 2015-04-17 | 2017-09-13 | $8,931 | $6,579 | $2,352 | $2,352 |
| AVIS BUDGET GROUP | P | 2016-02-08 | 2017-09-13 | $3,725 | $2,489 | $1,236 | $1,236 |
| CORNING | P | 2010-08-02 | 2017-09-13 | $8,718 | $5,814 | $2,904 | $2,904 |
| NOVARTIS | P | 2016-03-03 | 2017-09-13 | $12,872 | $10,904 | $1,968 | $1,968 |
| TARGET | P | 2016-05-18 | 2017-09-13 | $17,845 | $20,020 | -$2,175 | -$2,175 |
| GILEAD | P | 2017-02-09 | 2017-09-13 | $8,394 | $6,570 | $1,824 | $1,824 |
| NOVARTIS | P | 2016-11-21 | 2017-09-13 | $4,291 | $3,498 | $793 | $793 |
| TARGET | P | 2017-04-19 | 2017-09-13 | $5,948 | $5,408 | $540 | $540 |
| U. S. TREASURY | P | 2015-12-24 | 2017-09-13 | $132,194 | $128,558 | $3,636 | $3,636 |
| BANK OF AMERICA | P | 2014-04-16 | 2017-09-13 | $24,033 | $16,152 | $7,881 | $7,881 |
| BIG FIVE SPORTING GOODS | P | 2017-08-08 | 2017-11-02 | $19,800 | $28,500 | -$8,700 | -$8,700 |
| BIG FIVE SPORTING GOODS | P | 2017-08-15 | 2017-11-02 | $6,600 | $8,289 | -$1,689 | -$1,689 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $116,670 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $399,223 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,036,404 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.196043 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $422,646 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,966,254 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.214950 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $321,372 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,782,171 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.180326 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $416,001 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,020,937 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.205846 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $503,623 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,221,783 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.226675 | DistributionYr5Rt |
| Total Distribution | 1.023840 | TotalDistributionRt |
| Average Distribution | 0.204768 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,950,073 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $399,313 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,521 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $400,834 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $407,577 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,521 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,521 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,521 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,479 | OverpaymentAmt |
| Applied To ES Tax | $2,479 | 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 |
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 | 0.00 | $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 | 0.00 | $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 | $1,803,196 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $176,574 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,979,770 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,979,770 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,697 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,950,073 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $97,504 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $97,504 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,521 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,521 | TotalTaxAmt |
| Distributable Before Adj | $95,983 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $95,983 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $95,983 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $407,577 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $407,577 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,521 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $406,056 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $95,983 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $396,600 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $319,574 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $238,147 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $327,107 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $302,425 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,583,853 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $407,577 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $95,983 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $311,594 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,895,447 | 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 | $396,600 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,498,847 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $319,574 | ExcessFromYear4Amt |
| Excess From Year3 | $238,147 | ExcessFromYear3Amt |
| Excess From Year2 | $327,107 | ExcessFromYear2Amt |
| Excess From Year1 | $302,425 | ExcessFromYear1Amt |
| Excess From Current Year | $311,594 | 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 (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WEST SACRAMENTO XMAS BASKET | |||||||
| PO BOX 1236 | WEST SACRAMENTO | CA | 95605 | NONE | PUBLIC CHARITY | COMMUNITY FOOD BANK | $17,387 |
| ST JUDES CHILDRENS HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | CHILDRENS MEDICAL CARE | $5,000 |
| MERCY FOUNDATION | |||||||
| 3400 DATA DR | RANCHO CORDOVA | CA | 95670 | NONE | PUBLIC CHARITY | COMMUNITY HEALTH SERVICES | $40,000 |
| SHRINERS HOSPITAL | |||||||
| 2425 STOCKTON BLVD | SACRAMENTO | CA | 95817 | NONE | PUBLIC CHARITY | CHILDRENS HEALTH CARE - SACRAMENTO ONLY | $25 |
| 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 CONTRIBUTION | $10,000 |
| OKIZU FOUNDATION | |||||||
| 16 DIGITAL DR | NOVATO | CA | 94949 | NONE | PUBLIC CHARITY | PROGRAM CONTRIBUTION | $30,000 |
| SCOTTISH RITE LANGUAGE CENTER | |||||||
| 6151 H STREET | SACRAMENTO | CA | 95819 | NONE | PUBLIC CHARITY | CONTRIBUTION - SACRAMENTO ONLY | $50,000 |
| TERRYS HOUSE | |||||||
| PO BOX 1232 | FRESNO | CA | 93715 | NONE | PUBLIC CHARITY | PROGRAM CONTRIBUTION | $20,000 |
| PATHWAY CARING FOR CHILDREN | |||||||
| 6370 WISE AVE NW | NORTH CANTON | OH | 44720 | NONE | PUBLIC CHARITY | PROGRAM CONTRIBUTION | $25,000 |
| DESERT ARC | |||||||
| 73255 COUNTRY CLUB DR | PALM DESERT | CA | 95824 | NONE | PUBLIC CHARITY | EVENT SPONSORSHIP | $99,380 |
| THE COWPOKE FOUNDATION | |||||||
| 3270 TAYLOR RD | LOOMIS | CA | 95650 | NONE | PUBLIC CHARITY | PROGRAM CONTRIBUTION | $5,000 |
| GRAND NATIONAL FOUNDATION | |||||||
| 1143 CRANE ST SUITE 200 | MENLO PARK | CA | 94025 | NONE | PRIVATE FOUNDATION | BEEF EATERS OF AMERICA DONATION | $1,000 |
| COMMUNITY FOUNDATION OF AMADOR COUNTY | |||||||
| PO BOX 1154 | JACKSON | CA | 95642 | NONE | PUBLIC CHARITY | PROMOTE HIGH SCHOOL ATHLETICS | $2,500 |
| SACRAMENTO FOOD BANK | |||||||
| 333 THIRD AVE | SACRAMENTO | CA | 95817 | NONE | PUBLIC CHARITY | FOOD FOR THE POOR | $5,000 |
| READING PARTNERS | |||||||
| 106 LINDEN STREET 202 | OAKLAND | CA | 94607 | NONE | PRIVATE CHARITY | READING FOR THE HANDICAPPED | $7,500 |
| RIDE TO WALK | |||||||
| 700 SUNRISE AVE SUITE O | ROSEVILLE | CA | 95661 | NONE | PRIVATE CHARITY | THERAPEUTIC HORSEBACK RIDING FOR DISABLED CHILDREN | $5,000 |
| CAMP RONALD MCDONALD | |||||||
| 1954 COTNER AVE | LOS ANGELES | CA | 90025 | NONE | PRIVATE CHARITY | YOUTH PROGRAMS | $5,000 |
| THE RANCH RECOVERY CENTERS INC | |||||||
| 3694 B TIVOLA STREET | SANTA YNEZ | CA | 93460 | NONE | PUBLIC CHARITY | PUBLIC CHARITY PROGRAM | $9,785 |
| YOLO HOSPICE | |||||||
| PO BOX 1014 | DAVIS | CA | 95617 | 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 |
| ARK PRESCHOOL | |||||||
| 620 NORTH STREET | WOODLAND | CA | 95695 | NONE | PUBLIC CHARITY | PROGRAM DONATION | $12,000 |
| EISENHOWER MEDICAL CENTER | |||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC CHARITY | PROGRAM DONATION | $1,000 |
| 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 | $7,500 |
| FOSTER YOUTH EDUCATION FUND | |||||||
| 3335 WATT AVENUE 253 | SACRAMENTO | CA | 95821 | NONE | PUBLIC CHARITY | PROGRAM DONATION | $5,000 |
| HAPPY TRAILS RIDING ACADEMY | |||||||
| 2773 E OAKDALE AVE | TULARE | CA | 93274 | NONE | PUBLIC CHARITY | PROGRAM DONATION | $15,000 |
| UNITED CEREBRAL PALSY | |||||||
| 35-325 DATE PALM DRIVE | CATHEDRAL CITY | CA | 92234 | NONE | PUBLIC CHARITY | PROGRAM DONATIONPROGRAM DONATIONPROGRAM DONATIONPROGRAM DONATION | $2,500 |
| LEUKEMIA AND LYMPHOMA SOCIETY | |||||||
| 2143 HURLEY WAY SUITE 110 | SACRAMENTO | CA | 95825 | NONE | PUBLIC CHARITY | PUBLIC HEALTH RESEARCH | $5,000 |
| PERSONAL CARE PANTRY | |||||||
| 620 NORTH STREET | WOODLAND | CA | 95695 | NONE | PUBLIC CHARITY | PUBLIC CHARITY PROGRAM | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $407,577 | 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 | $12,727 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,412 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,581 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $116,670 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $164,390 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $164,390 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (13 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| STEPHEN BENETO | ||||||
| 1 | 4080 SEAPORT BLVD | WSACRAMENTO | CA | 95691 | $25,000 | Yes (X) |
| SPANDA INDUSTRIAL DEVELOPMENT | ||||||
| 2 | 7515 REESE ROAD | SACRAMENTO | CA | 95828 | $5,000 | Yes (X) |
| FUEL DELIVERY SERVICE | ||||||
| 3 | 4895 S AIRPORT WAY | STOCKTON | CA | 95206 | $5,000 | Yes (X) |
| RAMOS OIL COMPANY | ||||||
| 4 | 1550 HARBOR BLVD | WSACRAMENTO | CA | 95691 | $5,000 | Yes (X) |
| JOHN LAWSON ROCK AND OIL CO | ||||||
| 5 | PO BOX 9899 | FRESNO | CA | 93793 | $25,000 | Yes (X) |
| KEENAN ADVANTAGE GROUP | ||||||
| 6 | 4895 DRESSLER RD NW | CANTON | OH | 44718 | $25,000 | Yes (X) |
| FRESNO TRUCK CENTER | ||||||
| 7 | PO BOX 12346 | FRESNO | CA | 93771 | $5,000 | Yes (X) |
| POLAR SERVICE CENTERS | ||||||
| 8 | 4432 WINTERS STREET | MCCLELLAN PARK | CA | 95652 | $5,000 | Yes (X) |
| SACRAMENTO TRUCK CENTER | ||||||
| 9 | 100 OPPORTUNITY ST | SACRAMENTO | CA | 95838 | $5,000 | Yes (X) |
| WESTERN PETERBILT-SEATTLE | ||||||
| 10 | 3707 AIRPORT WAY S | SEATTLE | WA | 98124 | $5,000 | Yes (X) |
| CEMEX MATERIALS | ||||||
| 11 | 2365 IRON POINT RD | FOLSOM | CA | 95630 | $5,000 | Yes (X) |
| COW CAMP CARIDADES | ||||||
| 12 | PO BOX 9 | SAN JUAN CAP | CA | 92693 | $10,000 | Yes (X) |
| COX PETROLEUM TRANSPORT | ||||||
| 13 | 7641 EDISON HIGHWAY | BAKERSFIELD | CA | 93307 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,400 | Amt |
| Net Investment Income | $1,700 | 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 | $24,573 | EOYBookValueAmt |
| EOYFMV | $24,770 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $938,463 | EOYBookValueAmt |
| EOYFMV | $1,056,086 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $395,023 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $420,328 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $118,906 | BookValueAmt |
| EOYFMV | $98,738 | 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 | $9,566 | $9,566 | $0 |
| EXPENSE FROM SPECIAL FUND RAISING EVENT | $101,711 | $0 | $0 |
| BANK FEES | $15 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MERRILL LYNCH-MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $6,581 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,581 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,581 | AdjustedNetIncomeAmt |
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 | $1,053 | $1,053 | $0 |
| SECRETARY OF STATE | $75 | $0 | $0 |
| FEDERAL TAXES | $1,521 | $0 | $0 |