BENETO FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BENETO FOUNDATION (EIN 68-0397473)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202533219349108698
- Schema version
- 2024v5.2
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T20:52:58-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680251243 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMPBELL TAYLOR WASHBURN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3741 DOUGLAS BLVD SUITE 350 | AddressLine1Txt |
| City | ROSEVILLE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95661 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | PO BOX 108 | AddressLine1Txt |
| City | ORANGEVALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95662 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DARLENE BENETO | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 9166770817 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEN IRWIN | PreparerPersonNm |
| PTIN | P00852506 | PTIN |
| Phone | 9169293680 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,020,292 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $170,772 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $166,967 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $172,228 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $172,228 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $318,930 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,880,097 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $318,930 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $500 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $500 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $662,430 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $658,625 | 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 | $21,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $21,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,805 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,479 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $64,481 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $64,481 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $91,786 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $88,460 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $321,780 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $321,780 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $413,566 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $88,460 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $321,780 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $248,864 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $570,165 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,213 | CashBOYAmt |
| Cash EOY | $22,398 | CashEOYAmt |
| Cash EOYFMV | $22,398 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $591,317 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $23,318 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,318 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,000 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,000 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $3,839,370 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,994,325 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,994,325 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,302,115 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,950,424 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,950,424 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $27,779 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $28,827 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $28,827 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $9,788,794 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,020,292 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,020,292 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $10,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $10,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $10,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,778,794 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $10,010,292 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,778,794 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,010,292 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,788,794 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,020,292 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,778,794 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $248,864 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,027,658 | SubtotalAmt |
| Other Decreases | $17,366 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,010,292 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL #04B51-ST COVERED | P | 2024-05-06 | 2024-12-05 | $2,112,469 | $1,964,272 | $148,197 | $148,197 |
| MERRILL #04B51-LT COVERED | P | 2019-03-01 | 2024-12-05 | $1,746,856 | $1,577,555 | $169,301 | $169,301 |
| MERRILL #04B51-LT NONCOVERED | P | 2007-01-08 | 2024-12-05 | $17,077 | $19,340 | -$2,263 | -$2,263 |
| CAPITAL GAINS DIVIDENDS | P | $3,695 | $3,695 | $3,695 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $318,930 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,925 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,925 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,925 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $13,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $17,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,075 | OverpaymentAmt |
| Applied To ES Tax | $9,075 | 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BENETOINC.COM/FOUNDATION.HTML | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMY WRIGHT | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| AMY WRIGHT | ||||||||
| 950 GLENN DRIVE SUITE 120 | FOLSOM | CA | 95630 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| PAUL MARCHI | ||||||||
| 950 GLENN DRIVE SUITE 120 | FOLSOM | CA | 95630 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| GENE HUME | ||||||||
| 950 GLENN DRIVE SUITE 120 | FOLSOM | CA | 95630 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| NINA PUCCI | ||||||||
| 950 GLENN DRIVE SUITE 120 | FOLSOM | CA | 95630 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| LUCILLE R FRIDAY | ||||||||
| 950 GLENN DRIVE SUITE 120 | FOLSOM | CA | 95630 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| PAUL MARCHI JR | ||||||||
| 950 GLENN DRIVE SUITE 120 | FOLSOM | CA | 95630 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| TIM MARCHI | ||||||||
| 950 GLENN DRIVE SUITE 120 | FOLSOM | CA | 95630 | PRESIDENT | 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 | $9,973,964 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $187,477 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,161,441 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,161,441 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $152,422 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,009,019 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $500,451 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $500,451 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,925 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,925 | TotalTaxAmt |
| Distributable Before Adj | $492,526 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $492,526 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $492,526 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $321,780 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $321,780 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $492,526 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $169,151 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $100,009 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $137,707 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $150,475 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $557,342 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $321,780 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $321,780 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $170,746 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $170,746 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $386,596 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $386,596 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $98,414 | ExcessFromYear4Amt |
| Excess From Year3 | $137,707 | ExcessFromYear3Amt |
| Excess From Year2 | $150,475 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | AMY WRIGHT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 108 | AddressLine1Txt |
| City | ORANGEVALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95662 | 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 (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACRES OF HOPE | |||||||
| PO BOX 238 | AUBURN | CA | 95604 | NONE | PUBLIC CHARITY | DONATION FOR HOLIDAY GIFT CARDS FOR CLIENTS | $5,000 |
| CCHAT CENTER | |||||||
| CCHAT CENTER | RANCHO CORDOVA | CA | 95670 | NONE | PUBLIC CHARITY | PROVIDE SCHOLARSHIPS FOR CHILDREN WITH HEARING LOSS. | $5,000 |
| CRISTO REY HIGH SCHOOL | |||||||
| 8475 JACKSON RD | SACRAMENTO | CA | 95826 | NONE | PUBLIC CHARITY | MERCY FOUNDATION | $40,000 |
| FAMILY PROMISE OF SACRAMENTO | |||||||
| 165 COMMERCE DRIVE | SACRAMENTO | CA | 95815 | NONE | PUBLIC CHARITY | HELP THOSE IN NEED. | $10,000 |
| GIGI'S PLAYHOUSE SACRAMENTO LLC | |||||||
| 1701 SANTA CLARA DRIVE | ROSEVILLE | CA | 95661 | NONE | PUBLIC CHARITY | SUPPORT CHIDREN WITH DOWN SYNDROME | $2,500 |
| LOAVES & FISHES | |||||||
| 1351 N C STREET | SACRAMENTO | CA | 95811 | NONE | PUBLIC CHARITY | PROVIDE MEALS AND RESOURCES FOR HOMELESS IN SACRAMENTO. FUNDS TO BE USED FOR DINING ROOM SERVICES. | $25,000 |
| MERCY FOUNDATION | |||||||
| 3400 DATA DR | RANCHO CORDOVA | CA | 95670 | NONE | PUBLIC CHARITY | MERCY MEDICAL SAFE HAVEN | $40,000 |
| OKIZU FOUNDATION | |||||||
| 83 HAMILTON DRIVE SUITE 200 | NOVATO | CA | 94949 | NONE | PUBLIC CHARITY | WEEK-LONG CAMPS FOR CHILDREN WITH CANCER AND THEIR FAMILIES. | $10,000 |
| OLD TOWN ARTISAN STUDIO | |||||||
| 78046 CALLE BARCELONA | LA QUINTA | CA | 92253 | NONE | PUBLIC CHARITY | PROVIDE ART EXPERIENCE FOR ALL PEOPLE REGARDLESS OF AGE, DISABILITY, OR FINANCIAL ADVANTAGE. | $3,000 |
| PATHWAYS OF EMPLOYMENT | |||||||
| 9813 FAIR OAKS BLVD SUITE A | FAIR OAKS | CA | 95628 | NONE | PUBLIC CHARITY | HELPING DIASABLED INDIVIDUALS FIND MEANINGFUL WORK POSITIONS. | $5,000 |
| PERSONAL CARE PANTRY | |||||||
| 620 NORTH STREET | WOODLAND | CA | 95695 | NONE | PUBLIC CHARITY | PROVIDE VERY LOW INCOME FAMILIES WITH PERSONAL HYGEINE AND HOUSEHOLD PRODUCTS FOR FREE. | $5,000 |
| POWERHOUSE MINISTRIES | |||||||
| PO BOX 1611 | FOLSOM | CA | 95763 | NONE | RELIGIOUS CHARITY | HELPING INDIVIDUALS THROUGH ADDICTION, ABUSE, AND POVERTY. | $5,000 |
| RITECARE CHILDHOOD LANGUAGE | |||||||
| 6151 H STREET | SACRAMENTO | CA | 95819 | NONE | PUBLIC CHARITY | LANGUAGE CENTER PROGRAM DONATION. | $25,000 |
| SACRAMENTO FOOD BANK | |||||||
| 1951 BELL AVENUE | SACRAMENTO | CA | 95838 | NONE | PUBLIC CHARITY | 1000 TURKEYS DONATED TO SACRAMENTO FOOD BANK. | $20,208 |
| SACRAMENTO FOOD BANK | |||||||
| 1951 BELL AVENUE | SACRAMENTO | CA | 95838 | NONE | PUBLIC CHARITY | SENIORS PROGRAM - PROVIDE HEALTHY FOOD FOR HARD-TO-REACH SENIORS. | $28,572 |
| SHORES OF HOPE | |||||||
| 110 6TH STREET | WEST SACRAMENTO | CA | 95605 | NONE | PUBLIC CHARITY | HELPING FAMILIES BY OFFERING FOOD, CLOTHES, AND HYGIENE KITS. | $5,000 |
| SHRINERS HOSPITAL | |||||||
| 2425 STOCKTON BLVD | SACRAMENTO | CA | 95817 | NONE | PUBLIC CHARITY | CHILDRENS HEALTH CARE. | $10,000 |
| SOIL BORN FARMS | |||||||
| 2140 CHASE DRIVE | RANCHO CORDOVA | CA | 95670 | NONE | PUBLIC CHARITY | HELP THOSE IN NEED. | $10,000 |
| ST VINCENT DE PAUL | |||||||
| 5057 COTTAGE WAY | CARMICHAEL | CA | 95608 | NONE | RELIGIOUS CHARITY | HELP THOSE IN NEED. | $10,000 |
| STANDFORD SIERRA YOUTH & FAMILIES | |||||||
| 8912 VOLUNTEER LANE | SACRAMENTO | CA | 95826 | NONE | PUBLIC CHARITY | HELP THOSE IN NEED. | $2,500 |
| THE ARC OF AMADOR & CALAVERAS | |||||||
| 75 ACADEMY DRIVE | SUTTER CREEK | CA | 95685 | NONE | PUBLIC CHARITY | HELP THOSE IN NEED | $5,000 |
| THE SOCIETY OF ST VINCENT DE PAUL - TRANSITION TO PERMANENT HOUSING SOLUTI | |||||||
| 3159 LAND PARK DRIVE | SACRAMENTO | CA | 95818 | NONE | PUBLIC CHARITY | HELP THOSE IN NEED | $20,000 |
| THE TAYLOR HOUSE | |||||||
| PO BOX 853 | ROSEVILLE | CA | 95678 | NONE | PUBLIC CHARITY | HELP THOSE IN NEED. | $5,000 |
| UCP OF SACRAMENTO | |||||||
| 4350 AUBURN BLVD | SACRAMENTO | CA | 95841 | NONE | PUBLIC CHARITY | HELP THOSE IN NEED. | $5,000 |
| YOLO CRISIS NURSERY | |||||||
| 1107 KENNEDY PLACE SUITE 5 | DAVIS | CA | 95616 | NONE | PUBLIC CHARITY | EMERGENCY CHILD CARE FOR YOLO COUNTY FAMILIES IN CRISIS AND OTHER SERVICES TO ENSURE CONTINUED STABILITY AND WELL-BEING. | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $321,780 | 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 | $170,772 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $172,228 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $500 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,695 | ExclusionAmt |
| Related Or Exempt Function Incm | $315,235 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $346,695 | ExclusionAmt |
| Related Or Exempt Function Incm | $315,735 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $662,430 | 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 | $21,500 | Amt |
| Net Investment Income | $21,500 | 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 | $28,827 | EOYBookValueAmt |
| EOYFMV | $28,827 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $5,950,424 | EOYBookValueAmt |
| EOYFMV | $5,950,424 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,893,186 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,893,186 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $101,139 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $101,139 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS | $9,516 |
| CY BALANCE ADJUSTMENTS | $7,850 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $58,634 | $58,634 | $0 |
| OPERATIONS | $3,600 | $3,600 | $0 |
| INSURANCE | $1,580 | $1,580 | $0 |
| OTHER COSTS | $667 | $667 | $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 | $500 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $500 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYABLE TO BMC | Desc |
| BOY Book Value | $10,000 | BOYBookValueAmt |
| EOY Book Value | $10,000 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN INVESTMENT TAXES PAID | $2,379 | $2,379 | $0 |
| TAXES | $3,326 | $0 | $0 |
| DEPARTMENT OF JUSTICE | $100 | $100 | $0 |