BENETO FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BENETO FOUNDATION (EIN 68-0397473)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-13
- IRS object ID
- 201302259349101000
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- 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) |
|---|---|---|
| Timestamp | 2013-08-13T17:09:19-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942840968 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUME & COMPANY INC CPA'S | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680397473 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENETO FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BENE | NameControl |
| Phone | 9166770817 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVE BENETO | Name |
| Title | PRESIDENT | Title |
| Phone | 9166770817 | Phone |
| Date Signed | 2013-08-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID G HUME CPA | Name |
| PTIN | P01077623 | PTIN |
| Phone | 9163715252 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2379089 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 215720 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 16296 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 16296 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 62226 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 62226 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 122829 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 652832 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 122829 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 3893 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 3893 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 420964 | TotalRevenueAndExpenses |
| Total Net Investment Income | 205244 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1715 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 858 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3046 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 928 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 111881 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 162 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 116642 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1948 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 505656 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 505656 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 622298 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1948 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 505656 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -201334 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 203296 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 309735 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 245018 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 245018 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses EOY | 1967 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 1967 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 3112 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 2565 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 2897 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 935185 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 923703 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1168579 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 465877 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 160137 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 189379 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 535707 | InvestmentsOtherBOY |
| Investments Other EOY | 702759 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 771249 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2249616 | TotalAssetsBOY |
| Total Assets EOY | 2036149 | TotalAssetsEOY |
| Total Assets EOYFMV | 2379089 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 2133 | AccountsPayableBOY |
| Loans From Officers BOY | 10000 | LoansFromOfficersBOY |
| Total Liabilities BOY | 12133 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 2237483 | UnrestrictedBOY |
| Unrestricted EOY | 2036149 | UnrestrictedEOY |
| Total Net Assets BOY | 2237483 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2036149 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2249616 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2036149 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2237483 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -201334 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2036149 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2036149 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (126 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| PHILLIPS 66 SHS | 2012-06-11 | 2012-09-14 | 5240 | 3800 | 1440 | 1440 |
| PHILLIPS 66 SHS | 2012-06-11 | 2012-09-14 | 4597 | 3334 | 1263 | 1263 |
| PHILLIPS 66 SHS | 2012-06-11 | 2012-09-14 | 1701 | 1233 | 468 | 468 |
| PHILLIPS 66 SHS | 2012-06-11 | 2012-09-14 | 2252 | 1633 | 619 | 619 |
| PHILLIPS 66 SHS | 2012-04-11 | 2012-09-14 | 2298 | 1717 | 581 | 581 |
| PIMCO 15+ YEAR U.S. TIPS | 2012-03-20 | 2012-11-20 | 28771 | 26096 | 2675 | 2675 |
| TRANSAMERICA SHORT TERM | 2012-02-15 | 2012-11-20 | 10 | 10 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2012-05-29 | 2012-11-20 | 10 | 10 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2012-04-16 | 2012-11-20 | 115 | 114 | 1 | 1 |
| TRANSAMERICA SHORT TERM | 2012-05-18 | 2012-11-20 | 10 | 10 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2012-01-17 | 2012-11-20 | 63 | 61 | 2 | 2 |
| TRANSAMERICA SHORT TERM | 2012-01-17 | 2012-11-20 | 10 | 10 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2012-03-15 | 2012-11-20 | 115 | 114 | 1 | 1 |
| TRANSAMERICA SHORT TERM | 2012-06-26 | 2012-11-20 | 105 | 103 | 2 | 2 |
| TRANSAMERICA SHORT TERM | 2012-10-26 | 2012-11-20 | 94 | 94 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2012-02-15 | 2012-11-20 | 115 | 113 | 2 | 2 |
| TRANSAMERICA SHORT TERM | 2012-10-26 | 2012-11-20 | 2 | 2 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2012-10-26 | 2012-11-20 | 10 | 10 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2012-05-18 | 2012-11-20 | 105 | 104 | 1 | 1 |
| TRANSAMERICA SHORT TERM | 2012-08-28 | 2012-11-20 | 115 | 115 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2012-07-27 | 2012-11-20 | 105 | 104 | 1 | 1 |
| TRANSAMERICA SHORT TERM | 2012-07-27 | 2012-11-20 | 10 | 10 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2012-05-29 | 2012-11-20 | 42 | 41 | 1 | 1 |
| TRANSAMERICA SHORT TERM | 2012-09-25 | 2012-11-20 | 94 | 94 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2012-04-16 | 2012-11-20 | 10 | 10 | 0 | 0 |
| ISHARES MSCI EMERGING | 2011-07-20 | 2012-02-29 | 21968 | 23779 | -1811 | -1811 |
| MARKET VECTORS ETF TR | 2011-09-16 | 2012-09-14 | 5322 | 6453 | -1131 | -1131 |
| MARKET VECTORS ETF TR | 2011-09-16 | 2012-09-14 | 15967 | 19359 | -3392 | -3392 |
| TRANSAMERICA SHORT TERM | 2011-12-16 | 2012-11-20 | 10 | 10 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2011-12-30 | 2012-11-20 | 178 | 173 | 5 | 5 |
| TRANSAMERICA SHORT TERM | 2011-12-16 | 2012-11-20 | 293 | 284 | 9 | 9 |
| TRANSAMERICA SHORT TERM | 2011-12-16 | 2012-11-20 | 84 | 81 | 3 | 3 |
| LUNDIN MNG CORP | 2011-10-24 | 2012-10-25 | 5130 | 4478 | 652 | 652 |
| WHITING PETROLEUM CORP | 2011-08-31 | 2012-10-25 | 12412 | 14165 | -1753 | -1753 |
| WHITING PETROLEUM CORP | 2011-08-31 | 2012-10-25 | 8275 | 9442 | -1167 | -1167 |
| AT&T INC | 2004-10-06 | 2012-09-14 | 14754 | 10954 | 3800 | 3800 |
| CF INDS HLDGS INC | 2009-11-05 | 2012-07-05 | 9909 | 4016 | 5893 | 5893 |
| CF INDS HLDGS INC | 2009-11-05 | 2012-09-14 | 11058 | 4016 | 7042 | 7042 |
| CALIFORNIA HSG FIN AGY | 2009-10-09 | 2012-02-01 | 18859 | 18428 | 431 | 431 |
| CALIF INFRASTR-ECON DEV | 2011-09-09 | 2012-11-20 | 25406 | 24636 | 770 | 770 |
| CAD CANADIAN GOVT 3.75% 12 | 2008-11-25 | 2012-06-01 | 48017 | 42888 | 5129 | 5129 |
| AMER CAP WRLD GRW & INC A | 2004-12-13 | 2012-01-10 | 850 | 845 | 5 | 5 |
| AMER CAP WRLD GRW & INC A | 2004-12-13 | 2012-01-10 | 785 | 780 | 5 | 5 |
| CHEVRON CORP | 2009-06-25 | 2012-09-14 | 5828 | 3389 | 2439 | 2439 |
| CHEVRON CORP | 2009-03-10 | 2012-09-14 | 11656 | 6154 | 5502 | 5502 |
| CLOUGH GLBL ALLOCATION | 2011-03-31 | 2012-10-25 | 922 | 1147 | -225 | -225 |
| CLOUGH GLBL ALLOCATION | 2011-03-31 | 2012-10-25 | 16204 | 20199 | -3995 | -3995 |
| CLOUGH GLBL ALLOCATION | 2011-03-31 | 2012-10-25 | 2635 | 3280 | -645 | -645 |
| CLOUGH GLBL ALLOCATION | 2011-05-24 | 2012-10-25 | 6587 | 7815 | -1228 | -1228 |
| COL SLGMN COMM & INFO A | 2004-06-16 | 2012-03-20 | 3621 | 1801 | 1820 | 1820 |
| COL SLGMN COMM & INFO A | 2003-04-17 | 2012-03-20 | 18699 | 6413 | 12286 | 12286 |
| FIRST EAGLE GLOBAL CL A | 2004-12-10 | 2012-09-14 | 705 | 526 | 179 | 179 |
| FIRST EAGLE GLOBAL CL A | 2003-12-04 | 2012-09-14 | 252 | 161 | 91 | 91 |
| FIRST EAGLE GLOBAL CL A | 2003-12-04 | 2012-09-14 | 4129 | 2641 | 1488 | 1488 |
| FIRST EAGLE GLOBAL CL A | 2003-01-06 | 2012-09-14 | 30361 | 15666 | 14695 | 14695 |
| FIRST EAGLE GLOBAL CL A | 2003-12-04 | 2012-09-14 | 4884 | 3124 | 1760 | 1760 |
| FIRST EAGLE GLOBAL CL A | 2005-12-14 | 2012-09-14 | 906 | 753 | 153 | 153 |
| FIRST EAGLE GLOBAL CL A | 2004-12-10 | 2012-09-14 | 1813 | 1352 | 461 | 461 |
| FIRST EAGLE GLOBAL CL A | 2006-12-13 | 2012-09-14 | 201 | 182 | 19 | 19 |
| FIRST EAGLE GLOBAL CL A | 2005-12-15 | 2012-09-14 | 50 | 42 | 8 | 8 |
| FIRST EAGLE GLOBAL CL A | 2005-12-14 | 2012-09-14 | 4380 | 3642 | 738 | 738 |
| FIRST EAGLE GLOBAL CL A | 2005-12-14 | 2012-09-14 | 2669 | 2219 | 450 | 450 |
| CD FIRSTBANK OF PR | 2009-10-01 | 2012-01-10 | 40324 | 40000 | 324 | 324 |
| GMAC LLC 0.00%DEC01 12 | 2005-03-21 | 2012-05-03 | 9711 | 5033 | 4678 | 4678 |
| GMAC LLC 0.00%DEC01 12 | 2005-03-21 | 2012-05-03 | 9711 | 5031 | 4680 | 4680 |
| GMAC LLC 0.00%DEC01 12 | 2005-03-21 | 2012-07-27 | 19750 | 10057 | 9693 | 9693 |
| GMAC LLC 0.00%DEC01 12 | 2005-03-21 | 2012-08-22 | 19780 | 10055 | 9725 | 9725 |
| GOLDMAN SACHS GROUP INC | 2010-05-24 | 2012-10-25 | 10283 | 8504 | 1779 | 1779 |
| LUNDIN MNG CORP | 2008-02-27 | 2012-10-25 | 5130 | 9256 | -4126 | -4126 |
| PHILLIPS 66 SHS | 2009-03-31 | 2012-09-14 | 1149 | 462 | 687 | 687 |
| PHILLIPS 66 SHS | 2009-06-25 | 2012-09-14 | 5746 | 2435 | 3311 | 3311 |
| SLM CORP | 2007-08-09 | 2012-11-30 | 23730 | 18455 | 5275 | 5275 |
| SUREWEST COMMNCTNS COM | 2009-10-29 | 2012-02-06 | 2191 | 985 | 1206 | 1206 |
| SUREWEST COMMNCTNS COM | 2009-10-29 | 2012-02-06 | 8767 | 3945 | 4822 | 4822 |
| SUREWEST COMMNCTNS COM | 2009-10-29 | 2012-02-29 | 8855 | 3945 | 4910 | 4910 |
| SUREWEST COMMNCTNS COM | 2009-10-29 | 2012-02-29 | 2213 | 986 | 1227 | 1227 |
| TRANSAMERICA SHORT TERM | 2009-09-15 | 2012-11-20 | 31 | 31 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2009-10-15 | 2012-11-20 | 84 | 82 | 2 | 2 |
| TRANSAMERICA SHORT TERM | 2009-10-16 | 2012-11-20 | 10 | 10 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2011-02-15 | 2012-11-20 | 63 | 63 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2009-09-01 | 2012-11-20 | 25812 | 24999 | 813 | 813 |
| TRANSAMERICA SHORT TERM | 2011-01-25 | 2012-11-20 | 21 | 21 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2010-06-16 | 2012-11-20 | 10 | 10 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2010-11-15 | 2012-11-20 | 63 | 63 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2010-05-18 | 2012-11-20 | 10 | 10 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2011-01-25 | 2012-11-20 | 10 | 10 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2011-03-15 | 2012-11-20 | 63 | 63 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2010-12-31 | 2012-11-20 | 52 | 52 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2010-12-31 | 2012-11-20 | 10 | 10 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2010-07-15 | 2012-11-20 | 10 | 10 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2010-12-31 | 2012-11-20 | 94 | 94 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2010-11-15 | 2012-11-20 | 10 | 10 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2010-10-15 | 2012-11-20 | 63 | 63 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2010-09-15 | 2012-11-20 | 63 | 63 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2010-09-15 | 2012-11-20 | 10 | 10 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2010-08-16 | 2012-11-20 | 73 | 73 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2010-07-15 | 2012-11-20 | 63 | 62 | 1 | 1 |
| TRANSAMERICA SHORT TERM | 2009-11-16 | 2012-11-20 | 94 | 93 | 1 | 1 |
| TRANSAMERICA SHORT TERM | 2011-03-21 | 2012-11-20 | 10 | 10 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2011-04-15 | 2012-11-20 | 105 | 105 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2009-12-31 | 2012-11-20 | 115 | 113 | 2 | 2 |
| TRANSAMERICA SHORT TERM | 2011-10-14 | 2012-11-20 | 10 | 10 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2011-11-15 | 2012-11-20 | 126 | 123 | 3 | 3 |
| TRANSAMERICA SHORT TERM | 2011-10-14 | 2012-11-20 | 115 | 113 | 2 | 2 |
| TRANSAMERICA SHORT TERM | 2011-08-15 | 2012-11-20 | 10 | 10 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2011-09-15 | 2012-11-20 | 126 | 123 | 3 | 3 |
| TRANSAMERICA SHORT TERM | 2011-08-15 | 2012-11-20 | 126 | 124 | 2 | 2 |
| TRANSAMERICA SHORT TERM | 2011-07-15 | 2012-11-20 | 115 | 115 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2011-06-15 | 2012-11-20 | 115 | 115 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2011-06-15 | 2012-11-20 | 10 | 10 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2010-02-16 | 2012-11-20 | 84 | 83 | 1 | 1 |
| TRANSAMERICA SHORT TERM | 2011-05-16 | 2012-11-20 | 126 | 126 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2011-03-21 | 2012-11-20 | 25016 | 24992 | 24 | 24 |
| TRANSAMERICA SHORT TERM | 2010-01-04 | 2012-11-20 | 10 | 10 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2010-02-17 | 2012-11-20 | 10 | 10 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2010-03-15 | 2012-11-20 | 73 | 73 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2010-04-15 | 2012-11-20 | 73 | 73 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2010-04-16 | 2012-11-20 | 10 | 10 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2010-05-17 | 2012-11-20 | 73 | 73 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2010-06-15 | 2012-11-20 | 63 | 62 | 1 | 1 |
| TRANSAMERICA SHORT TERM | 2010-01-15 | 2012-11-20 | 31 | 31 | 0 | 0 |
| TRANSAMERICA SHORT TERM | 2011-02-15 | 2012-11-20 | 25 | 17 | 8 | 8 |
| USB CAPITAL XII CLD | 2007-01-25 | 2012-05-18 | 25000 | 25000 | 0 | 0 |
| VALE SA | 2008-10-08 | 2012-10-25 | 8932 | 6391 | 2541 | 2541 |
| VERIZON COMMUNICATNS COM | 2003-12-31 | 2012-09-20 | 22549 | 15980 | 6569 | 6569 |
| YAMANA GOLD INC | 2009-02-11 | 2012-11-20 | 13937 | 6815 | 7122 | 7122 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 122829 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 284047 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2669226 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.106415 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 390777 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2471049 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.158142 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 318450 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2287075 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.139239 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 356281 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2825338 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.126102 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 513771 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3293575 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.155992 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.685890 | TotalDistributionRatio |
| Average Distribution Ratio | 0.137178 | AverageDistributionRatio |
| Net Noncharitable Assets | 2221783 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 304780 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2033 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 306813 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 505656 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2033 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2033 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2033 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 4000 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 1967 | Overpayment |
| Amount Credited To Next Year | 1967 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.BENETOINC.COM/FOUNDATION | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMY MONROE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9166770817 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2007198 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 248419 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2255617 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2255617 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 33834 | CashDeemedCharitable |
| Net Noncharitable Assets | 2221783 | NetNoncharitableAssets |
| Minimum Investment Return | 111089 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 111089 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2033 | TaxBasedOnInvestmentIncome |
| Total Tax | 2033 | TotalTax |
| Distributable Amount Before Adj | 109056 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 109056 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 109056 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 505656 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 505656 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2033 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 503623 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 109056 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 353588 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 218390 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 205526 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 269157 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 153731 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1200392 | TotalExcessDistriCarryover |
| Qualifying Distributions | 505656 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 109056 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 396600 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1596992 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 353588 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1243404 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 218390 | ExcessFromYear4 |
| Excess From Year3 | 205526 | ExcessFromYear3 |
| Excess From Year2 | 269157 | ExcessFromYear2 |
| Excess From Year1 | 153731 | ExcessFromYear1 |
| Excess From Current Year | 396600 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEPHEN T BENETO | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | AMY MONROE | RecipientName |
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 Number | 9166770817 | RecipientPhoneNumber |
| Form And Info And Materials | NONE | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NO | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (34 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| WEST SACRAMENTO XMAS BASKET | |||||||
| PO BOX 1236 | WEST SACRAMENTO | CA | 95605 | NONE | PUBLIC CHARITY | COMMUNITY FOOD BANK | $1,774 |
| 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 | $200,000 |
| HEARTS AND HOOVES | |||||||
| PO BOX 2175 | NORTH HIGHLANDS | CA | 95660 | NONE | PUBLIC CHARITY | PROGRAM DONATION | $1,000 |
| 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 | $25,000 |
| 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 | $40,000 |
| 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 | $1,000 |
| CRISTO REY HIGH SCHOOL | |||||||
| 6200 MCMAHON DRIVE | SACRAMENTO | CA | 95824 | NONE | EDUCATION ORGANIZATI | PROGRAM CONTRIBUTION | $5,000 |
| VALLEY TEEN RANCH | |||||||
| 2610 W SHAW AVE STE 105 | FRESNO | CA | 93711 | NONE | PUBLIC CHARITY | PROGRAM CONTRIBUTION | $10,000 |
| JOHN BURTON FOUNDATION | |||||||
| 235 MONTGOMERY STREET | SAN FRANCISCO | CA | 94104 | NONE | PUBLIC CHARITY | CHILDREN WITHOUT HOMES PROGRAM | $5,000 |
| PLEASANT VALLEY GRANGE | |||||||
| PO BOX 332 | DIAMOND SPRINGS | CA | 95619 | NONE | PUBLIC CHARITY | PROGRAM CONTRIBUTION | $3,000 |
| 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 | $52,562 |
| 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 | $2,500 |
| COMMUNITY FOUNDATION OF AMADOR COUNTY | |||||||
| PO BOX 1154 | JACKSON | CA | 95642 | NONE | PUBLIC CHARITY | PROMOTE HIGH SCHOOL ATHLETES | $2,500 |
| CANCER CENTER OF SANTA BARBARA | |||||||
| 300 WEST PUEBLO STREET | SANTA BARBARA | CA | 93105 | NONE | PUBLIC CHARITY | CANCER RESEARCH | $5,000 |
| SAN JUAN CAPISTRANO HISTORICAL SOCIETY | |||||||
| 31831 LOS RIOS STREET | SAN JUAN CAPI | CA | 92675 | NONE | PUBLIC CHARITY | HISTORICAL FUNDING | $100 |
| SACRAMENTO FOOD BANK | |||||||
| 333 THIRD AVE | SACRAMENTO | CA | 95817 | NONE | PUBLIC CHARITY | FOOD FOR THE POOR | $16,720 |
| PEGASUS RIDING ACADEMY FOR HANDICAPPED | |||||||
| 35-450 PEGASUS CT | PALM DESERT | CA | 92211 | NONE | PRIVATE CHARITY | RIDING FOR THE HANDICAPPED | $1,000 |
| 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 |
| PICKLEBERRY PIE INCORPORATED | |||||||
| 305 DICKENS WAY | SANTA CRUZ | CA | 95064 | NONE | PRIVATE CHARITY | CONCERTS FOR HANDICAPPED CHILDREN | $1,000 |
| READING PARTNERS | |||||||
| 106 LINDEN STREET 202 | OAKLAND | CA | 94607 | NONE | PRIVATE CHARITY | READING FOR THE HANDICAPPED | $5,000 |
| 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 | $2,000 |
| UCP OF SACRAMENTO | |||||||
| 4350 AUBURN BLVD | SACRAMENTO | CA | 95841 | NONE | PRIVATE CHARITY | SUMMER CAMP FOR AUTISTIC CHILDREN | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 505656 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $16,296 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $62,226 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,893 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 122829 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $82,415 | ExclusionAmount |
| Related Or Exempt Function Income | 122829 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 205244 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumber |
| Relationship Statement | PROVIDE FUNDS TO CHARITABLE ORGANIZATIONS | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (12 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| (no name) | |||||||
| 1 | STEPHEN BENETO | 4080 SEAPORT BLVD | W SACRAMENTO | CA | 95691 | 25000 | X |
| SPANDA INDUSTRIAL DEVELOPMENT CO | |||||||
| 2 | 7515 REESE ROAD | SACRAMENTO | CA | 95828 | 5000 | X | |
| FUEL DELIVERY SERVICES | |||||||
| 3 | 4895 S AIRPORT WAY | STOCKTON | CA | 95206 | 5000 | X | |
| MICHELIN NORTH AMER | |||||||
| 4 | 6036 DUNN AVE | SAN JOSE | CA | 95123 | 5000 | X | |
| RAMOS OIL COMPANY | |||||||
| 5 | 1550 HARBOR BLVD | W SACRAMENTO | CA | 95691 | 5000 | X | |
| JOHN R LAWSON ROCK AND OIL CO | |||||||
| 6 | PO BOX 9899 | FRESNO | CA | 93793 | 25000 | X | |
| KEENAN ADVANTAGE GROUP | |||||||
| 7 | 4895 DRESSLER RD NW | CANTON | OH | 44718 | 25000 | X | |
| ANDREINI & COMPANY | |||||||
| 8 | 220 W 20TH STREET | SAN MATEO | CA | 94403 | 5000 | X | |
| CARTEL TRANSPORT LLC | |||||||
| 9 | PO BOX 96 | FIREBAUGH | CA | 93622 | 5000 | X | |
| CUMMINS WEST | |||||||
| 10 | 14775 WICKS BLFD | SAN LEANDRO | CA | 94577 | 5000 | X | |
| COW CAMP CARIDADES | |||||||
| 11 | PO BOX 9 | SAN JUAN CAPISTRANO | CA | 92693 | 10000 | X | |
| SACRAMENTO TRUCK CENTER | |||||||
| 12 | 100 OPPORTUNITY STREET | SACRAMENTO | CA | 95838 | 5000 | X | |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,715 | Amount |
| Net Investment Income | 858 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 160137 | EOYBookValue |
| EOYFMV | 189379 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCK | NameOfStock |
| EOY Book Value | 923703 | EOYBookValue |
| EOYFMV | 1168579 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 2565 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 2897 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | 452916 | 490916 |
| MUNI BONDS | AT COST | 249843 | 277508 |
| ACCRUED INTEREST | AT COST | 0 | 2825 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| SECURITIES SERVICE CHARGES | 162 | 162 | 0 |
| EXPENSE FROM SPECIAL FUND RAISING EVENT | 111428 | 0 | 0 |
| OFFICE EXPENSE | 291 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MERRILL LYNCH-MISCELLANEOUS | Description |
| Revenue And Expenses Per Books | 3893 | RevenueAndExpensesPerBooks |
| Net Investment Income | 3893 | NetInvestmentIncome |
| Adjusted Net Income | 3893 | AdjustedNetIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FRANCHISE TAX BOARD | $10 | 0 | 0 |
| FOREIGN INVESTMENT TAXES PAID | $928 | 928 | 0 |
| SECRETARY OF STATE | $75 | 0 | 0 |
| FEDERAL TAXES | $2,033 | 0 | 0 |