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Nonprofiteer
← DONALD AND EVELYN BENSMAN FOUNDATION INC

Form 990 for tax year 2022

Filed by DONALD AND EVELYN BENSMAN FOUNDATION INC.

Totals

Total revenue
$192,707
Total expenses
$121,829
Contributions and grants received
$0
Grants paid
$84,500
Program service revenue
$0
Investment income
$179,556
Other revenue
$13,151
Total assets, end of year
$2,030,294
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$2,030,294
Program services expenses (Part IX)
$121,829
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$121,829

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $40,954 · excluded $40,954

  • 7a · Gross sales of assets other than inventory

    securities $435,001 · other assets $58

  • 7b · Less cost or other basis and sales expenses

    securities $296,457

  • 7c · Gain or loss

    securities $138,544 · other assets $58

  • 7d · Net gain or loss

    total $138,602 · excluded $138,602

  • 11a · Other revenue: LIMITED PARTNERSHIP NET INCOM

    total $13,151 · unrelated business $13,151

  • 11e · Other revenue, total

    $13,151

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $84,500 · program services $84,500

  • 11f · Fees: investment management

    total $21,312 · program services $21,312

  • 24a · Other expenses: BROKER ACCOUNT FEES

    total $12,487 · program services $12,487

  • 24b · Other expenses: MISC EXPENSES

    total $3,530 · program services $3,530

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $74,260 · end of year $85,211

  • 11 · Investments: publicly traded securities

    beginning of year $2,301,044 · end of year $1,837,332

  • 15 · Other assets

    beginning of year $124,134 · end of year $107,751

  • 27 · Net assets without donor restrictions

    beginning of year $2,499,438 · end of year $2,030,294

Mission and programs · 2022

Mission

SUPPORT OF THE COMMUNITY FOUNDATION OF SHELBY COUNTY (A NON-PROFIT ORGANIZATION)

Activities or mission (Part I)

THE ORGANIZATION'S MISSION IS TO SUPPORT THE COMMUNITY FOUNDATION OF SHELBY COUNTY, A NON-PROFIT ORGANIZATION WHO'S PURPOSE IS TO PROVIDE SUPPORT FOR ORGANIZATIONS AND RESIDENTS OF SHELBY COUNTY, OH.

  • SUPPORT OF THE COMMUNITY FOUNDATION OF SHELBY COUNTY, A NON-PROFIT ORGANIZATION, OPERATED TO BENEFIT THE ORGANIZATIONS AND RESIDENTS OF SHELBY COUNTY, OH

    Expenses $121,829 · Grants $84,500

As filed on the 2022 return.

Listed in Part VII

  • Daniel Bensman

    TREASURER

    Total calculated
    $0

  • Evelyn Bensman

    TRUSTEE

    Total calculated
    $0

  • Douglas Borchers

    TRUSTEE

    Total calculated
    $0

  • Marian Spicer

    TRUSTEE

    Total calculated
    $0

  • Priscilla J Wilt

    TRUSTEE

    Total calculated
    $0

  • Dale Bensman

    SECRETARY

    Total calculated
    $0

  • Nicholas Bensman

    PRESIDENT

    Total calculated
    $0

  • Diane Reiss

    VICE-PRESIDE

    Total calculated
    $0

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
29 June 2023
IRS schema version
2022v5.0
Source object
202313179349308661

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