BENETO FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BENETO FOUNDATION (EIN 68-0397473)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-23
- IRS object ID
- 201441439349100309
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-23T13:15:15-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4080 SEAPORT BLVD | AddressLine1 |
| City | WEST SACRAMENTO | City |
| State | CA | State |
| ZIP Code | 95691 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | WEST SACRAMENTO | City |
| State | CA | State |
| ZIP Code | 95691 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE BENETO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9166770817 | PhoneNum |
| Signature | 2014-05-23 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,416,874 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $207,575 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13,768 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,768 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $61,741 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,741 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $152,231 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $676,438 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $152,231 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,204 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,204 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $441,519 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $232,944 | 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 | $2,544 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $647 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,495 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,094 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $99,267 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $180 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $105,306 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,921 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $418,311 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $418,311 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $523,617 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,921 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $418,311 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$82,098 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $231,023 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$1 | CashEOYAmt |
| Cash EOYFMV | -$1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $245,018 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $211,082 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $211,082 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,967 | PrepaidExpensesBOYAmt |
| US Government Obligations BOY | $2,565 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,960 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,209 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $923,703 | CorporateStockBOYAmt |
| Corporate Stock EOY | $783,696 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,190,274 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $160,137 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $310,013 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $310,057 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $702,759 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $647,651 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $703,253 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,036,149 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,954,401 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,416,874 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $350 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $350 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,036,149 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,954,051 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,036,149 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,954,051 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,036,149 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,954,401 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,036,149 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$82,098 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,954,051 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,954,051 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALPS ALERIAN MLP ETF | P | 2012-09-20 | 2013-05-09 | $17,573 | $15,981 | $1,592 | $1,592 |
| BANK OF AMERICA CLD 8.625% | P | 2008-04-22 | 2013-05-28 | $12,500 | $12,500 | $0 | $0 |
| BAYER AG NAMEN-AKT. | P | 2011-11-29 | 2013-07-11 | $32,427 | $18,540 | $13,887 | $13,887 |
| BOEING COMPANY | P | 2002-03-21 | 2013-10-24 | $38,498 | $14,255 | $24,243 | $24,243 |
| CABCO TRUST FOR JC PENNY 7.625% | P | 2013-03-04 | 2013-04-10 | $17,010 | $19,217 | -$2,207 | -$2,207 |
| CATERPILLAR INC DEL | P | 2011-08-17 | 2013-07-18 | $25,498 | $26,433 | -$935 | -$935 |
| CD DISCOVER BANK 00.750% | P | 2011-08-12 | 2013-08-19 | $45,000 | $45,000 | $0 | $0 |
| CD DORAL BANK 1.45% 2014 01.450 | P | 2011-03-07 | 2013-12-17 | $44,954 | $45,000 | -$46 | -$46 |
| CISCO SYSTEMS INC COM | P | 2011-05-13 | 2013-07-10 | $25,088 | $18,433 | $6,655 | $6,655 |
| CLOUGH GLBL ALLOCATION | P | 2012-06-11 | 2013-04-09 | $14,880 | $12,804 | $2,076 | $2,076 |
| CLOUGH GLBL ALLOCATION | P | 2011-05-24 | 2013-04-09 | $14,880 | $15,629 | -$749 | -$749 |
| COL SLGMN COMM & INFO A | P | 2012-12-20 | 2013-10-18 | $3,161 | $2,725 | $436 | $436 |
| COL SLGMN COMM & INFO A | P | 2011-12-20 | 2013-10-18 | $48,060 | $25,638 | $22,422 | $22,422 |
| CONOCOPHILLIPS | P | 2010-06-15 | 2013-10-24 | $29,104 | $15,527 | $13,577 | $13,577 |
| DIRECTV SHS | P | 2006-10-30 | 2013-07-11 | $31,502 | $8,379 | $23,123 | $23,123 |
| FRANKLIN INCOME FD CL C | P | 2013-01-15 | 2013-11-19 | $3,560 | $3,401 | $159 | $159 |
| FRANKLIN INCOME FD CL C | P | 2010-01-15 | 2013-11-19 | $67,809 | $69,767 | -$1,958 | -$1,958 |
| HARTFORD FINL SVCS GROUP | P | 2009-06-25 | 2013-03-04 | $23,292 | $12,303 | $10,989 | $10,989 |
| HEWLETT PACKARD CO DEL | P | 2011-08-22 | 2013-07-24 | $20,567 | $19,886 | $681 | $681 |
| L SAYLES STRAT INCM CL A | P | 2009-07-02 | 2013-10-18 | $32,680 | $24,160 | $8,520 | $8,520 |
| MICRON TECHNOLOGY INC | P | 2010-09-17 | 2013-03-04 | $20,436 | $17,645 | $2,791 | $2,791 |
| MICROSOFT CORP | P | 2001-01-05 | 2013-07-11 | $34,995 | $24,816 | $10,179 | $10,179 |
| PNC FINCL SERVICES GROUP | P | 2004-05-24 | 2013-07-11 | $36,698 | $28,043 | $8,655 | $8,655 |
| PRAXAIR INC | P | 2003-01-29 | 2013-03-04 | $16,745 | $4,075 | $12,670 | $12,670 |
| TEVA PHARMACTCL INDS ADR | P | 2011-04-07 | 2013-06-18 | $19,521 | $24,050 | -$4,529 | -$4,529 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $152,231 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $503,623 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,221,783 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.226675 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $284,047 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,669,226 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.106415 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $390,777 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,471,049 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.158142 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $318,450 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,287,075 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.139239 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $356,281 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,825,338 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.126102 | DistributionYr5Rt |
| Total Distribution | 0.756573 | TotalDistributionRt |
| Average Distribution | 0.151315 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,020,937 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $305,798 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,310 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $308,108 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $418,311 | 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 | $2,310 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,310 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,310 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,967 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,967 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $344 | TaxDueAmt |
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 | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BENETOINC.COM/FOUNDATION | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMY MONROE | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | WEST SACRAMENTO | City |
| State | CA | State |
| ZIP Code | 95691 | ZIPCode |
| 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 (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 |
| 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 | $1,769,787 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $281,926 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,051,713 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,051,713 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,776 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,020,937 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $101,047 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $101,047 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,310 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,310 | TotalTaxAmt |
| Distributable Before Adj | $98,737 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $98,737 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $98,737 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $418,311 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $418,311 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,310 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $416,001 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $98,737 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $218,390 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $205,526 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $269,157 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $153,731 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $396,600 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,243,404 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $418,311 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $98,737 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $319,574 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,562,978 | 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 | $218,390 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,344,588 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $205,526 | ExcessFromYear4Amt |
| Excess From Year3 | $269,157 | ExcessFromYear3Amt |
| Excess From Year2 | $153,731 | ExcessFromYear2Amt |
| Excess From Year1 | $396,600 | ExcessFromYear1Amt |
| Excess From Current Year | $319,574 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEPHEN T BENETO | ContributingManagerNm |
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 | AddressLine1 |
| City | WEST SACRAMENTO | City |
| State | CA | State |
| ZIP Code | 95691 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9166770817 | RecipientPhoneNum |
| Recipient Email Address | AMY@BENETOINC.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | NONE SPECIFIED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOVEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE SPECIFIED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | 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 | $18,690 |
| 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 | $10,000 |
| LOAVES AND FISHES | |||||||
| PO BOX 2161 | SACRAMENTO | CA | 95812 | NONE | PUBLIC CHARITY | MEAL AND SHELTER PROGRAMS | $5,000 |
| PROJECT RIDE | |||||||
| 8840 SOUTHSIDE AVE | ELK GROVE | CA | 95624 | NONE | PUBLIC CHARITY | TRAINING FOR DISADVANTAGE CHILDREN | $7,500 |
| SHRINERS HOSPITAL | |||||||
| 2425 STOCKTON BLVD | SACRAMENTO | CA | 95817 | NONE | PUBLIC CHARITY | CHILDRENS HEALTH CARE - SACRAMENTO ONLY | $50,000 |
| ST VINCENT DE PAUL | |||||||
| 50 N B STREET | SAN MATEO | CA | 94401 | NONE | RELIGIOUS CHARITY | PROGRAM CONTRIBUTION | $5,000 |
| SALVATION ARMY | |||||||
| 1722 J STREET SUITE 19 | SACRAMENTO | CA | 95814 | NONE | PUBLIC CHARITY | PROGRAM CONTRIBUTION | $10,000 |
| OKIZU FOUNDATION | |||||||
| 16 DIGITAL DR | NOVATO | CA | 94949 | NONE | PUBLIC CHARITY | PROGRAM CONTRIBUTION | $2,000 |
| 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 | $10,000 |
| OPTIMIST ALL STAR GAME | |||||||
| 1900 POINTE WEST WAY | SACRAMENTO | CA | 95815 | NONE | PRIVATE FOUNDATION | EVENT SPONSORSHIP | $500 |
| CRISTO REY HIGH SCHOOL | |||||||
| 6200 MCMAHON DRIVE | SACRAMENTO | CA | 95824 | NONE | EDUCATION ORGANIZATI | PROGRAM CONTRIBUTION | $5,000 |
| JOHN BURTON FOUNDATION | |||||||
| 235 MONTGOMERY STREET | SAN FRANCISCO | CA | 94104 | NONE | PUBLIC CHARITY | CHILDREN WITHOUT HOMES PROGRAM | $5,000 |
| 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 | $56,271 |
| THE COWPOKE FOUNDATION | |||||||
| 3270 TAYLOR RD | LOOMIS | CA | 95650 | NONE | PUBLIC CHARITY | PROGRAM CONTRIBUTION | $2,500 |
| THE BENSON CHRISTIAN TRAINING CENTER | |||||||
| PO BOX 2190 | BENSON | AZ | 85602 | NONE | PUBLIC CHARITY | PROGRAM CONTRIBUTION | $1,000 |
| GRAND NATIONAL FOUNDATION | |||||||
| 1143 CRANE ST SUITE 200 | MENLO PARK | CA | 94025 | NONE | PRIVATE FOUNDATION | BEEF EATERS OF AMERICA DONATION | $1,000 |
| PEGASUS RIDING ACADEMY FOR HANDICAPPED | |||||||
| 35-450 PEGASUS CT | PALM DESERT | CA | 92211 | NONE | PRIVATE CHARITY | RIDING FOR THE HANDICAPPED | $1,600 |
| I CAN DO THAT | |||||||
| 4660 NATOMAS BLVD 120-225 | SACRAMENTO | CA | 95835 | NONE | PRIVATE CHARITY | ART PROGRAM FOR DISABLED YOUTH | $2,000 |
| MUSTARD SEED | |||||||
| 1321 NORTH C STREET | SACRAMENTO | CA | 95811 | NONE | PRIVATE CHARITY | SCHOOL FOR HOMELESS CHILDREN | $2,500 |
| RIDE TO WALK | |||||||
| 700 SUNRISE AVE SUITE O | ROSEVILLE | CA | 95661 | NONE | PRIVATE CHARITY | THERAPEUTIC HORSEBACK RIDING FOR DISABLED CHILDREN | $3,000 |
| RUN FOR COURAGE | |||||||
| 3942 PARK DRIVE SUITE 20-200 | EL DORADO HILLS | CA | 95762 | NONE | PRIVATE CHARITY | RAISE AWARENESS OF HUMAN TRAFFICING | $5,000 |
| CAMP RONALD MCDONALD | |||||||
| 1954 COTNER AVE | LOS ANGELES | CA | 90025 | NONE | PRIVATE CHARITY | YOUTH PROGRAMS | $2,500 |
| LEUKEMIA AND LYMPHOMA SOCIETY | |||||||
| 2143 HURLEY WAY SUITE 110 | SACRAMENTO | CA | 95825 | NONE | PUBLIC CHARITY | PUBLIC HEALTH RESEARCH | $5,000 |
| MERCY HOUSING | |||||||
| 1360 MISSION STREET | SAN FRANCISCO | CA | 94103 | NONE | PUBLIC CHARITY | PUBLIC CHARITY PROGRAM | $2,500 |
| SIERRA FOREVER FAMILIES | |||||||
| 8928 VOLUNTEER LANE | SACRAMENTO | CA | 95826 | NONE | PUBLIC CHARITY | HOUSING SUPPORT SERVICES | $5,000 |
| THE RANCH RECOVERY CENTERS INC | |||||||
| 7885 ANNONDALE AVE | DESERT HOT SPRINGS | CA | 92240 | NONE | PUBLIC CHARITY | PUBLIC CHARITY PROGRAM | $100,000 |
| YOLO HOSPICE | |||||||
| PO BOX 1014 | DAVIS | CA | 95617 | NONE | PUBLIC CHARITY | HOSPICE SERVICES | $5,000 |
| WEST COAST EQUINE FOUNDATION | |||||||
| 7200 LONE PINE DR | RANCHO MURIETA | CA | 95683 | NONE | PUBLIC CHARITY | PROGRAM DONATION | $250 |
| DFDD | |||||||
| 6 QUEENS CT STE 200 | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC CHARITY | PROGRAM DONATION | $1,000 |
| CALIFORNIA BOUNTIFUL FOUNDATION | |||||||
| 2300 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | NONE | PUBLIC CHARITY | PROGRAM DONATION | $2,500 |
| SHAE RIDING ACADEMY | |||||||
| 1020 E MINERAL KING AVE | VISALIA | CA | 93292 | NONE | PUBLIC CHARITY | RIDING PROGRAM DONATION | $1,000 |
| SAFE HOUSE | |||||||
| 72-710 E LYNN STREET | THOUSAND PALMS | CA | 92276 | NONE | PUBLIC CHARITY | PROGRAM DONATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $418,311 | 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 | $13,768 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61,741 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,204 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,000 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $152,231 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $80,713 | ExclusionAmt |
| Related Or Exempt Function Incm | $153,231 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $233,944 | 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 (12 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| STEPHEN BENETO | ||||||
| 1 | 4080 SEAPORT BLVD | W SACRAMENTO | CA | 95691 | $25,000 | Yes (X) |
| SPANDA INDUSTRIAL DEVELOPMENT CO | ||||||
| 2 | 7515 REESE ROAD | SACRAMENTO | CA | 95828 | $5,000 | Yes (X) |
| FUEL DELIVERY SERVICES | ||||||
| 3 | 4895 S AIRPORT WAY | STOCKTON | CA | 95206 | $5,000 | Yes (X) |
| RAMOS OIL COMPANY | ||||||
| 4 | 1550 HARBOR BLVD | W SACRAMENTO | CA | 95691 | $5,000 | Yes (X) |
| JOHN R 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) |
| ANDREINI & COMPANY | ||||||
| 7 | 220 W 20TH STREET | SAN MATEO | CA | 94403 | $5,000 | Yes (X) |
| CUMMINS WEST | ||||||
| 8 | 14775 WICKS BLFD | SAN LEANDRO | CA | 94577 | $5,000 | Yes (X) |
| COW CAMP CARIDADES | ||||||
| 9 | PO BOX 9 | SAN JUAN CAPISTRANO | CA | 92693 | $10,000 | Yes (X) |
| SACRAMENTO TRUCK CENTER | ||||||
| 10 | 100 OPPORTUNITY STREET | SACRAMENTO | CA | 95838 | $5,000 | Yes (X) |
| COX PETROLEUM TRANSPORT | ||||||
| 11 | 7641 EDISON HIGHWAY | BAKERSFIELD | CA | 93307 | $5,000 | Yes (X) |
| CARTUCCI TRANSPORT | ||||||
| 12 | 1487 13TH STREET | FIREBAUGH | CA | 93622 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,544 | Amt |
| Net Investment Income | $647 | 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 | $310,013 | EOYBookValueAmt |
| EOYFMV | $310,057 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $783,696 | EOYBookValueAmt |
| EOYFMV | $1,190,274 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,960 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,209 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $392,549 | $429,201 |
| MUNI BONDS | AT COST | $255,102 | $274,052 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SECURITIES SERVICE CHARGES | $180 | $180 | $0 |
| EXPENSE FROM SPECIAL FUND RAISING EVENT | $99,067 | $0 | $0 |
| BANK FEES | $20 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MERRILL LYNCH-MISCELLANEOUS | $5,204 | $5,204 | $5,204 |
| RETURNED DONATION | $1,000 | $0 | $1,000 |
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 | $1,094 | $1,094 | $0 |
| SECRETARY OF STATE | $75 | $0 | $0 |
| FEDERAL TAXES | $2,316 | $0 | $0 |