STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

BENETO FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
BENETO FOUNDATION (EIN 68-0397473)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-08-15
IRS object ID
201602289349100945
Schema version
2015v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-08-15T13:00:15-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN942840968PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HUME & COMPANY INC CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14080 SEAPORT BLVDAddressLine1Txt
CityWEST SACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95691ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680397473EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BENETO FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBENEBusinessNameControlTxt
Phone9166770817PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14080 SEAPORT BLVDAddressLine1Txt
CityWEST SACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95691ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVE BENETOPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9166770817PhoneNum
Signature2016-08-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGENE D HUME CPAPreparerPersonNm
PTINP10178778PTIN
Phone9163715252PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,982,896FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$230,400ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$18,014InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$18,014InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$65,065DividendsRevAndExpnssAmt
Dividends Net Invst Incm$65,065DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$55,579NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$880,688GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$55,579CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$369,058TotalRevAndExpnssAmt
Total Net Invst Incm$138,658TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,120AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$6,292TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$108,650OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$118,062TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$424,033ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$424,033ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$542,095TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$424,033TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$173,037ExcessRevenueOverExpensesAmt
Net Investment Income$138,658NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$334,529SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$260,887SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$260,887SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$4,000PrepaidExpensesBOYAmt
Prepaid Expenses EOY$2,612PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$2,612PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$77,368USGovernmentObligationsBOYAmt
US Government Obligations EOY$166,124USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$162,889USGovtObligationsEOYFMVAmt
Corporate Stock BOY$867,963CorporateStockBOYAmt
Corporate Stock EOY$886,347CorporateStockEOYAmt
Corporate Stock EOYFMV$1,006,013CorporateStockEOYFMVAmt
Corporate Bonds BOY$280,295CorporateBondsBOYAmt
Corporate Bonds EOY$155,415CorporateBondsEOYAmt
Corporate Bonds EOYFMV$162,980CorporateBondsEOYFMVAmt
Other Investments BOY$468,788OtherInvestmentsBOYAmt
Other Investments EOY$388,521OtherInvestmentsEOYAmt
Other Investments EOYFMV$387,515OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,032,943TotalAssetsBOYAmt
Total Assets EOY$1,859,906TotalAssetsEOYAmt
Total Assets EOYFMV$1,982,896TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$2,032,943UnrestrictedBOYAmt
Unrestricted EOY$1,859,906UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$2,032,943TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,859,906TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,032,943TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,859,906TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,032,943TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$173,037ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,859,906SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,859,906TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
AMERICAN CAPITALP2015-03-162015-10-15$1,105$1,134-$29-$29
AMERICAN CAPITALP2012-03-192015-10-05$54,885$47,281$7,604$7,604
BANK OF AMERICAP2014-12-292015-05-27$50,126$50,615-$489-$489
BIG 5 SPORTING GOODSP2015-01-302015-05-08$46,836$41,416$5,420$5,420
BLACKROCK GLOBALP2014-12-182015-12-15$5,739$6,358-$619-$619
BLACKROCK GLOBALP2010-07-232015-12-15$58,903$56,545$2,358$2,358
CALIFORNIA STP2011-01-312015-04-17$50,000$46,515$3,485$3,485
COMCAST CORP NEW CLP2002-01-232015-07-02$12,467$4,726$7,741$7,741
COMCAST CORP NEW CLP2002-01-232015-10-02$5,820$2,363$3,457$3,457
CROSS TIMBERS REALTY UNITP2014-12-022015-09-14$14,771$23,866-$9,095-$9,095
DEUTSCHE CROCI INTLP2015-01-022015-10-05$12,738$13,653-$915-$915
DEUTSCHE CROCI INTLP2015-01-022015-10-05$34,994$36,362-$1,368-$1,368
EXXON MOBIL CORPP2009-03-102015-01-12$22,407$16,837$5,570$5,570
EXXON MOBIL CORPP2008-06-202015-01-12$13,444$12,891$553$553
FIRST EAGL GLOBP2014-12-172015-12-15$3,071$3,045$26$26
FIRST EAGL GLOBP2011-12-152015-12-15$58,142$48,197$9,945$9,945
FIRST REPUBLIC BANKP2013-04-162015-01-21$23,803$25,000-$1,197-$1,197
ISHARES SILVER TRP2015-08-272015-10-31$4,424$4,182$242$242
L SAYLES STRT INCP2009-07-022015-10-02$14,760$12,072$2,688$2,688
MATTEL INC.P2014-12-192015-10-01$20,340$29,436-$9,096-$9,096
MERCURY GENL CORPP2014-04-102015-09-29$10,056$9,175$881$881
MORGAN STANLEYP2013-12-172015-11-05$54,359$49,876$4,483$4,483
PUBLIC STORAGEP2013-03-042015-09-04$24,175$25,000-$825-$825
SANOFI ADRP2014-10-282015-07-10$51,460$48,397$3,063$3,063
SANOFI ADRP2012-06-112015-07-10$10,292$6,978$3,314$3,314
SPDR DOW JONESP2015-08-202015-10-05$8,376$8,548-$172-$172
SPDR DOW JONESP2015-08-202015-10-27$17,595$17,095$500$500
TIME WARNER CABLEP2010-03-222015-09-08$24,342$7,000$17,342$17,342
US TREASURY INFLP2014-03-122015-04-17$39,867$37,380$2,487$2,487
US BANCORPP2013-04-292015-08-27$24,730$25,000-$270-$270
UNITED STATES STL CORPP2014-06-272015-11-17$9,390$24,625-$15,235-$15,235
UPM KYMMENE OYP2014-12-022015-04-17$29,672$25,153$4,519$4,519
WELLS FARGOP2008-11-072015-09-29$15,327$8,388$6,939$6,939
WELLS FARGOP2008-11-072015-10-27$52,272$50,000$2,272$2,272
FieldValueIRS element (for citing)
Capital Gain Net Income$55,579CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$321,372AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,782,171NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.180326DistributionYr1Rt
Adjusted Qlfy Distri Yr2$416,001AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,020,937NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.205846DistributionYr2Rt
Adjusted Qlfy Distri Yr3$503,623AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,221,783NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.226675DistributionYr3Rt
Adjusted Qlfy Distri Yr4$284,047AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,669,226NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.106415DistributionYr4Rt
Adjusted Qlfy Distri Yr5$390,777AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,471,049NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.158142DistributionYr5Rt
Total Distribution0.877404TotalDistributionRt
Average Distribution0.175481AverageDistributionRt
Net Vl Noncharitable Assets$1,966,254NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$345,040AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,387NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$346,427AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$424,033QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,387InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,387SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,387TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$4,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$1EsPenaltyAmt
Overpayment$2,612OverpaymentAmt
Applied To ES Tax$2,612AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.BENETOINC.COM/FOUNDATION.HTMLWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1AMY MONROEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9166770817PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14080 SEAPORT BLVDAddressLine1Txt
CityWEST SACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95691ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STEPHEN T BENETO
4080 SEAPORT BLVDW SACRAMENTOCA95691PRESIDENT0.00$0$0$0
DARLENE J BENETO
4080 SEAPORT BLVDW SACRAMENTOCA95691BOARD MEMBER0.00$0$0$0
GENE HUME
4080 SEAPORT BLVDW SACRAMENTOCA95691BOARD MEMBER0.00$0$0$0
LUCILLE R FRIDAY
4080 SEAPORT BLVDW SACRAMENTOCA95691BOARD MEMBER0.00$0$0$0
NINA PUCCI
4080 SEAPORT BLVDW SACRAMENTOCA95691BOARD MEMBER0.00$0$0$0
PAUL MARCHI
4080 SEAPORT BLVDW SACRAMENTOCA95691BOARD MEMBER0.00$0$0$0
AMY MONROE
4080 SEAPORT BLVDW SACRAMENTOCA95691BOARD MEMBER0.00$0$0$0
LYNN VOLKERTS
4080 SEAPORT BLVDW SACRAMENTOCA95691BOARD MEMBER0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,733,709AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$262,488AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,996,197TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,996,197AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$29,943CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,966,254NetVlNoncharitableAssetsAmt
Minimum Investment Return$98,313MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$98,313MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,387TaxBasedOnInvestmentIncomeAmt
Total Tax$1,387TotalTaxAmt
Distributable Before Adj$96,926DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$96,926DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$96,926DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$424,033ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$424,033QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,387PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$422,646AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$96,926DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$269,157ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$153,731ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$396,600ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$319,574ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$238,147ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,377,209TotalExcessDistributionCyovAmt
Qualifying Distributions$424,033QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$96,926AppliedToCurrentYearAmt
Remaining Distri From Corpus$327,107RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,704,316TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$269,157ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,435,159ExcessDistriCyovToNextYrAmt
Excess From Year4$153,731ExcessFromYear4Amt
Excess From Year3$396,600ExcessFromYear3Amt
Excess From Year2$319,574ExcessFromYear2Amt
Excess From Year1$238,147ExcessFromYear1Amt
Excess From Current Year$327,107ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTEPHEN T BENETOContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonAMY MONROERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14080 SEAPORT BLVDAddressLine1Txt
CityWEST SACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95691ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9166770817RecipientPhoneNum
Recipient Email AddressAMY@BENETOINC.COMRecipientEmailAddressTxt
Form And Info And MaterialsN/AFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WEST SACRAMENTO XMAS BASKET
PO BOX 1236WEST SACRAMENTOCA95605NONEPUBLIC CHARITYCOMMUNITY FOOD BANK$1,772
ST JUDES CHILDRENS HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105NONEPUBLIC CHARITYCHILDRENS MEDICAL CARE$5,000
MERCY FOUNDATION
3400 DATA DRRANCHO CORDOVACA95670NONEPUBLIC CHARITYCOMMUNITY HEALTH SERVICES$40,000
LOAVES AND FISHES
PO BOX 2161SACRAMENTOCA95812NONEPUBLIC CHARITYMEAL AND SHELTER PROGRAMS$41,988
PROJECT RIDE
8840 SOUTHSIDE AVEELK GROVECA95624NONEPUBLIC CHARITYTRAINING FOR DISADVANTAGE CHILDREN$7,500
SHRINERS HOSPITAL
2425 STOCKTON BLVDSACRAMENTOCA95817NONEPUBLIC CHARITYCHILDRENS HEALTH CARE - SACRAMENTO ONLY$25,715
ST VINCENT DE PAUL
50 N B STREETSAN MATEOCA94401NONERELIGIOUS CHARITYPROGRAM CONTRIBUTION$5,000
SALVATION ARMY
1722 J STREET SUITE 19SACRAMENTOCA95814NONEPUBLIC CHARITYPROGRAM CONTRIBUTION$10,000
OKIZU FOUNDATION
16 DIGITAL DRNOVATOCA94949NONEPUBLIC CHARITYPROGRAM CONTRIBUTION$25,000
SCOTTISH RITE LANGUAGE CENTER
6151 H STREETSACRAMENTOCA95819NONEPUBLIC CHARITYCONTRIBUTION - SACRAMENTO ONLY$50,000
JOHN BURTON FOUNDATION
235 MONTGOMERY STREETSAN FRANCISCOCA94104NONEPUBLIC CHARITYCHILDREN WITHOUT HOMES PROGRAM$5,000
PATHWAY CARING FOR CHILDREN
6370 WISE AVE NWNORTH CANTONOH44720NONEPUBLIC CHARITYPROGRAM CONTRIBUTION$25,000
DESERT ARC
73255 COUNTRY CLUB DRPALM DESERTCA95824NONEPUBLIC CHARITYEVENT SPONSORSHIP$100,988
THE COWPOKE FOUNDATION
3270 TAYLOR RDLOOMISCA95650NONEPUBLIC CHARITYPROGRAM CONTRIBUTION$5,000
GRAND NATIONAL FOUNDATION
1143 CRANE ST SUITE 200MENLO PARKCA94025NONEPRIVATE FOUNDATIONBEEF EATERS OF AMERICA DONATION$1,000
SACRAMENTO FOOD BANK
333 THIRD AVESACRAMENTOCA95817NONEPUBLIC CHARITYFOOD FOR THE POOR$20,070
RIDE TO WALK
700 SUNRISE AVE SUITE OROSEVILLECA95661NONEPRIVATE CHARITYTHERAPEUTIC HORSEBACK RIDING FOR DISABLED CHILDREN$4,000
CAMP RONALD MCDONALD
1954 COTNER AVELOS ANGELESCA90025NONEPRIVATE CHARITYYOUTH PROGRAMS$2,500
MERCY HOUSING
1360 MISSION STREETSAN FRANCISCOCA94103NONEPUBLIC CHARITYPUBLIC CHARITY PROGRAM$5,000
YOLO HOSPICE
PO BOX 1014DAVISCA95617NONEPUBLIC CHARITYHOSPICE SERVICES$5,000
DFDD
6 QUEENS CT STE 200RANCHO MIRAGECA92270NONEPUBLIC CHARITYPROGRAM DONATION$10,000
ARK PRESCHOOL
620 NORTH STREETWOODLANDCA95695NONEPUBLIC CHARITYPROGRAM DONATION$8,500
IONE VETERANS MEMORIAL
PO BOX 397IONECA95640NONEPUBLIC CHARITYPROGRAM DONATION$2,500
3 STRANDS GLOBAL
3491 PARK DRIVE SUITE 20-200EL DORADO HILLSCA95762NONEPUBLIC CHARITYPROGRAM DONATION$10,000
CCHAT CENTER
11100 COLOMA RDRANCHO CORDOVACA95670NONEPUBLIC CHARITYPROGRAM DONATION$2,500
YOLO CRISIS NURSERY
1447 DREW AVEDAVISCA95616NONEPUBLIC CHARITYPROGRAM DONATION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$424,033TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,014ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$65,065ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$55,579RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$83,079ExclusionAmt
Related Or Exempt Function Incm$55,579RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$138,658TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementPROVIDE FUNDS TO CHARITABLE ORGANIZATIONSRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (14 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
STEPHEN BENETO
14080 SEAPORT BLVDW SACRAMENTOCA95691$25,000Yes (X)
SPANDA INDUSTRIAL DEVELOPMENT CO
27515 REESE ROADSACRAMENTOCA95828$5,000Yes (X)
FUEL DELIVERY SERVICES
34895 S AIRPORT WAYSTOCKTONCA95206$5,000Yes (X)
RAMOS OIL COMPANY
41550 HARBOR BLVDW SACRAMENTOCA95691$5,000Yes (X)
JOHN R LAWSON ROCK AND OIL CO
5PO BOX 9899FRESNOCA93793$25,000Yes (X)
KEENAN ADVANTAGE GROUP
64895 DRESSLER RD NWCANTONOH44718$25,000Yes (X)
FRESNO TRUCK CENTER
7PO BOX 12346FRESNOCA93771$10,000Yes (X)
ANDREINI & COMPANY
8220 W 20TH STREETSAN MATEOCA94403$5,000Yes (X)
CUMMINS WEST
914775 WICKS BLFDSAN LEANDROCA94577$5,000Yes (X)
COW CAMP CARIDADES
10PO BOX 9SAN JUAN CAPISTRANOCA92693$10,000Yes (X)
SACRAMENTO TRUCK CENTER
11100 OPPORTUNITY STREETSACRAMENTOCA95838$5,000Yes (X)
COX PETROLEUM TRANSPORT
127641 EDISON HIGHWAYBAKERSFIELDCA93307$5,000Yes (X)
CARTUCCI TRANSPORT
131487 13TH STREETFIREBAUGHCA93622$5,000Yes (X)
VULCAN MATERIALS
1411501 FLORIN RDSACRAMENTOCA95830$5,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,120Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$155,415EOYBookValueAmt
EOYFMV$162,980EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$886,347EOYBookValueAmt
EOYFMV$1,006,013EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$166,124USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$162,889USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDSAT COST$194,468$169,245
MUNI BONDSAT COST$194,053$218,270

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$6,986$0$0
EXPENSE FROM SPECIAL FUND RAISING EVENT$101,525$0$0
BANK FEES$34$0$0
MISC EXPENSE$105$0$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonSTEPHEN BENETOPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14080 SEAPORT BLVDAddressLine1Txt
CityWEST SACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95691ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FRANCHISE TAX BOARD$10$0$0
FOREIGN INVESTMENT TAXES PAID$1,805$0$0
SECRETARY OF STATE$75$0$0
FEDERAL TAXES$1,388$0$0
OTHER TAXES$3,014$0$0