Civic Intelligence

Benjamin Family Foundation

990PF • Fiscal year 2018 • EIN 95-4039919

Apr 01, 2017 to Mar 31, 2018 • Filed on Feb 07, 2019

3029 Wilshire Boulevard No 200Santa Monica, CA 90403

(310) 828-7547

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$695,096

Flat from 2018

Net Assets

Flat

$695,096

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$125,141

Flat from 2018

Expenses

Flat

$45,950

Flat from 2018

Net Income

Flat

$79,191

Flat from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2011: $781,810Liabilities 2011: $0Net Assets 2011: $781,8102011Assets 2012: $615,560Liabilities 2012: $0Net Assets 2012: $615,5602012Assets 2013: $570,557Liabilities 2013: $0Net Assets 2013: $570,5572013Assets 2014: $617,255Liabilities 2014: $02014Assets 2015: $627,479Liabilities 2015: $0Net Assets 2015: $627,4792015Assets 2016: $614,248Liabilities 2016: $0Net Assets 2016: $614,2482016Assets 2017: $615,905Liabilities 2017: $0Net Assets 2017: $615,9052017Assets 2018: $695,096Liabilities 2018: $0Net Assets 2018: $695,0962018Assets 2018: $695,096Liabilities 2018: $0Net Assets 2018: $695,0962018Assets 2019: $707,972Liabilities 2019: $12019Assets 2020: $699,548Liabilities 2020: $0Net Assets 2020: $699,5482020Assets 2021: $696,101Liabilities 2021: $0Net Assets 2021: $696,1012021Assets 2022: $677,603Liabilities 2022: $0Net Assets 2022: $677,6032022Assets 2023: $563,987Liabilities 2023: $12023Assets 2024: $531,954Liabilities 2024: $12024Assets 2025: $784,320Liabilities 2025: $0Net Assets 2025: $784,3202025

Highlighted filing

2018

Assets$695,096
Liabilities$0
Net Assets$695,096

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KExpenses 2011: $197,0852011Expenses 2012: $167,0002012Expenses 2013: $83,1032013Revenue 2014: $66,812Expenses 2014: $20,114Net Income 2014: $46,6982014Revenue 2015: $15,448Expenses 2015: $5,224Net Income 2015: $10,2242015Revenue 2016: $8,715Expenses 2016: $21,922Net Income 2016: -$13,2072016Revenue 2017: $20,301Expenses 2017: $18,644Net Income 2017: $1,6572017Revenue 2018: $125,141Expenses 2018: $45,950Net Income 2018: $79,1912018Revenue 2018: $125,141Expenses 2018: $45,950Net Income 2018: $79,1912018Revenue 2019: $24,600Expenses 2019: $11,333Net Income 2019: $13,2672019Revenue 2020: $26,130Expenses 2020: $34,554Net Income 2020: -$8,4242020Revenue 2021: $66,222Expenses 2021: $69,669Net Income 2021: -$3,4472021Revenue 2022: $68,898Expenses 2022: $87,396Net Income 2022: -$18,4982022Revenue 2023: $45,235Expenses 2023: $159,157Net Income 2023: -$113,9222023Revenue 2024: $53,610Expenses 2024: $85,643Net Income 2024: -$32,0332024Revenue 2025: $596,164Expenses 2025: $110,292Net Income 2025: $485,8722025

Highlighted filing

2018

Revenue$125,141
Expenses$45,950
Net Income$79,191
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Feb 7, 2019
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATTHEW BENJAMINPresident-$0--
ROBERT H GIVENSecretary/Treasurer-$0--
GIVEN COService Provider-$0--
Filing and Contact Details

Filer

Filer Name
Benjamin Family Foundation
EIN
95-4039919
Phone
3108287547
Address
3029 WILSHIRE BOULEVARD NO 200, SANTA MONICA, CA 90403

Signing Officer

Name
Robert H Given
Title
Treasurer/chief Fin Officer
Phone
3108287547
Signed
2019-02-07
Discuss with paid preparer
Yes

Preparer

Firm
Given & Company Inc
Address
3029 WILSHIRE BLVD 200, SANTA MONICA, CA 90403-2376
Preparer
Peter Goldberg
Phone
3108287547
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt06503
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13895
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-284
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt072158
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13895
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt211748
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CNB BROKERAGE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CNB CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CNB BROKERAGE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt010114
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt079191
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0695096
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0615905
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0695096
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt037394
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt037394
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt037394
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt037590
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0196
IRS990PF/DistributableAmountGrp/TotalTaxAmt0196
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0454
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0650
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0196
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0454
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0196
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0196
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0650
IRS990PF/FMVAssetsEOYAmt0837392
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt027425
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt084299
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt084299
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0162905
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0172905
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0165819
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0371824
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0381042
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0533619
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt025000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt025000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt022157
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0615905
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0695096
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt010259
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt013358
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt013358
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0615905
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0695096
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0837392
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0615905
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0695096
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0615905
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0695096
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt018492
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt018492
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt018140
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0763250
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt060353
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0702897
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011449
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt037590
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0751801
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0763250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MATTHEW BENJAMIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERT H GIVEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2GIVEN CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SERVICE PROVIDER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03029 WILSHIRE BLVD STE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13029 WILSHIRE BLVD STE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23029 WILSHIRE BLVD STE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SANTA MONICA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SANTA MONICA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SANTA MONICA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090403
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd190403
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd290403
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt031304
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt031500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt014385
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt015822
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt02500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt013108
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt079200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.041639
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.022306
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.026810
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.003884
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.020360
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.134837
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0196
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0751801
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0644888
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0590159
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0643736
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0643802
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0587378
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt040208
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.208197
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt040012
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt040208
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0196
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt040208
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$5.96$1.10$4.86
2024Summary only. Only limited summary data is available for this year.$5.32$0.00$0.54$0.86$0.32
2023Summary only. Only limited summary data is available for this year.$5.64$0.00$0.45$1.59$1.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.78$0.00$6.78$0.69$0.87$0.18
2021Detailed filing. Detailed filing data is available for this year.$6.96$0.00$6.96$0.66$0.70$0.03
2020Detailed filing. Detailed filing data is available for this year.$7.00$0.00$7.00$0.26$0.35$0.08
2019Summary only. Only limited summary data is available for this year.$7.08$0.00$0.25$0.11$0.13
2018Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$1.25$0.46$0.79
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.95$0.00$6.95$1.25$0.46$0.79
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.16$0.00$6.16$0.20$0.19$0.02
2016Detailed filing. Detailed filing data is available for this year.$6.14$0.00$6.14$0.09$0.22$0.13
2015Detailed filing. Detailed filing data is available for this year.$6.27$0.00$6.27$0.15$0.05$0.10
2014Summary only. Only limited summary data is available for this year.$6.17$0.00$0.67$0.20$0.47
2013Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.83
2012Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$1.67
2011Detailed filing. Detailed filing data is available for this year.$7.82$0.00$7.82$1.97