Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 10-01-2021 , and ending 09-30-2022
Name of foundation
ANN & ROBERT BENSON FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)POBOX 1532 AFT
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ08534
A Employer identification number

22-3696348
B Telephone number (see instructions)

(888) 866-3275
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$636,554J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 8,607 8,607  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 75,351
b Gross sales price for all assets on line 6a 194,678
7 Capital gain net income (from Part IV, line 2)... 75,351
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 83,958 83,958  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 1,500 0 0 1,500
c Other professional fees (attach schedule).... Click to see attachment 6,721 4,033   2,688
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 5,059 267   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 54     54
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 13,334 4,300 0 4,242
25 Contributions, gifts, grants paid....... 20,000 20,000
26 Total expenses and disbursements. Add lines 24 and 25 33,334 4,300 0 24,242
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 50,624
b Net investment income (if negative, enter -0-) 79,658
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 90 162 162
2 Savings and temporary cash investments......... 15,848 10,316 10,316
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 494,433 Click to see attachment549,875 626,076
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 510,371 560,353 636,554
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 510,371 560,353
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 510,371 560,353
30 Total liabilities and net assets/fund balances (see instructions). 510,371 560,353
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
510,371
2
Enter amount from Part I, line 27a .....................
2
50,624
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4
4
Add lines 1, 2, and 3 ..........................
4
560,999
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
646
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
560,353
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 4. ALLY FINANCIAL INC   2018-06-04 2022-01-07
b 25. ALLY FINANCIAL INC   2018-06-05 2022-01-07
c 3. ALLY FINANCIAL INC   2018-06-05 2022-01-10
d 10. ALLY FINANCIAL INC   2018-08-09 2022-01-10
e 50. ALLY FINANCIAL INC   2018-08-09 2022-03-14
1. ALLY FINANCIAL INC   2018-08-10 2022-03-14
27. ALLY FINANCIAL INC   2019-07-09 2022-03-15
13. ALLY FINANCIAL INC   2018-08-10 2022-03-15
14. ALLY FINANCIAL INC   2019-07-09 2022-03-31
7. ALLY FINANCIAL INC   2019-07-09 2022-04-01
17. ALLY FINANCIAL INC   2019-07-10 2022-04-01
9. ALLY FINANCIAL INC   2019-10-22 2022-04-01
42. ALLY FINANCIAL INC   2019-10-22 2022-04-12
29. ALLY FINANCIAL INC   2019-10-22 2022-04-13
11. ALPHABET INC SHS CL C   2012-12-17 2022-07-22
9. ALPHABET INC SHS CL C   2014-12-01 2022-08-23
9. ALPHABET INC SHS CL C   2012-12-17 2022-08-23
1. ALPHABET INC SHS CL A   2012-08-28 2021-10-13
9. AMAZON COM INC   2020-03-13 2022-07-22
3. ANALOG DEVICES INC   2021-07-09 2022-07-22
6. ANTHEM INC   2020-01-10 2022-05-10
4. ANTHEM INC   2020-01-10 2022-05-12
9. APPLE INC   2016-06-10 2022-05-25
11. APPLE INC   2016-06-10 2022-07-22
13. APPLE INC   2016-06-10 2022-09-23
4. APPLIED MATERIALS INCORPORATED   2020-08-18 2022-07-22
12. BAE SYSTEMS PLC   2019-09-06 2021-11-01
7. BAE SYSTEMS PLC   2019-09-06 2021-11-02
12. BAE SYSTEMS PLC   2019-09-09 2021-11-02
3. BAE SYSTEMS PLC   2019-09-10 2021-11-02
7. BAE SYSTEMS PLC   2019-10-15 2021-11-03
10. BAE SYSTEMS PLC   2019-10-14 2021-11-03
12. BAE SYSTEMS PLC   2019-09-10 2021-11-03
3. BAE SYSTEMS PLC   2019-10-15 2021-11-08
13. BAE SYSTEMS PLC   2019-10-16 2021-11-08
11. BAE SYSTEMS PLC   2019-10-17 2021-11-08
15. BAE SYSTEMS PLC   2019-10-17 2021-11-09
4. BAE SYSTEMS PLC   2019-10-18 2021-11-09
17. BAE SYSTEMS PLC   2020-07-06 2021-11-09
32. BAE SYSTEMS PLC   2020-07-06 2021-11-10
11. BAE SYSTEMS PLC   2020-07-07 2021-11-11
15. BAE SYSTEMS PLC   2020-07-06 2021-11-11
11. BAE SYSTEMS PLC   2020-07-07 2021-12-03
27. BAE SYSTEMS PLC   2020-11-16 2021-12-03
49. BAE SYSTEMS PLC   2020-11-16 2021-12-06
18. BAE SYSTEMS PLC   2020-11-16 2021-12-07
8. BAE SYSTEMS PLC   2020-11-16 2021-12-07
3. BERKSHIRE HATHAWAYINC   2020-05-20 2022-07-22
6. CDK GLOBAL INC   2019-05-01 2022-04-12
11. CDK GLOBAL INC   2019-05-02 2022-04-12
11. CDK GLOBAL INC   2019-05-03 2022-04-12
13. CDK GLOBAL INC   2019-12-10 2022-04-12
14. CDK GLOBAL INC   2019-12-10 2022-05-03
7. CDK GLOBAL INC   2019-12-10 2022-05-04
8. CDK GLOBAL INC   2019-12-11 2022-05-04
7. CDK GLOBAL INC   2020-02-28 2022-05-04
11. CDK GLOBAL INC   2020-03-02 2022-06-09
12. CDK GLOBAL INC   2020-02-28 2022-06-09
7. CDK GLOBAL INC   2020-03-02 2022-06-10
5. CDK GLOBAL INC   2020-03-03 2022-06-10
8. CDK GLOBAL INC   2020-03-03 2022-07-01
9. CDK GLOBAL INC   2020-10-14 2022-07-01
5. CDK GLOBAL INC   2021-02-05 2022-07-05
13. CDK GLOBAL INC   2021-02-08 2022-07-05
14. CDK GLOBAL INC   2021-02-09 2022-07-05
3. CDK GLOBAL INC   2020-10-14 2022-07-05
24. CDK GLOBAL INC   2020-10-15 2022-07-05
17. CDK GLOBAL INC   2020-10-16 2022-07-05
3. CH ROBINSON WORLDWIDE INC   2021-01-06 2022-07-22
16. CAPITAL ONE FINANCIAL CORPORATION   2020-12-15 2021-10-29
10. CAPITAL ONE FINANCIAL CORPORATION   2021-01-12 2021-10-29
5. CIENA CORP   2020-12-03 2022-07-22
35. CISCO SYSTEMS INCORPORATED   2013-10-10 2021-11-10
35. CISCO SYSTEMS INCORPORATED   2013-10-10 2022-01-03
21. CISCO SYSTEMS INCORPORATED   2014-12-01 2022-01-05
58. CISCO SYSTEMS INCORPORATED   2013-10-10 2022-01-05
54. CISCO SYSTEMS INCORPORATED   2018-01-24 2022-01-05
15. CISCO SYSTEMS INCORPORATED   2018-02-06 2022-01-24
16. CISCO SYSTEMS INCORPORATED   2018-01-24 2022-01-24
38. CISCO SYSTEMS INCORPORATED   2018-02-06 2022-02-24
40. CISCO SYSTEMS INCORPORATED   2021-04-26 2022-02-24
35. COCA-COLA CO/THE   2020-09-10 2021-10-13
28. COCA-COLA CO/THE   2020-10-01 2021-11-10
9. COCA-COLA CO/THE   2020-09-10 2021-11-10
19. COCA-COLA CO/THE   2020-10-01 2021-12-17
43. COCA-COLA CO/THE   2020-11-11 2021-12-17
6. COCA-COLA CO/THE   2021-03-23 2021-12-17
17. COMCAST CORP   2012-10-04 2022-07-22
17. CONOCOPHILLIPS   2019-07-16 2022-01-27
21. CONOCOPHILLIPS   2019-07-16 2022-01-28
6. CONOCOPHILLIPS   2019-07-26 2022-01-28
1. CONOCOPHILLIPS   2019-07-26 2022-01-28
11. CONOCOPHILLIPS   2019-07-26 2022-02-24
7. CONOCOPHILLIPS   2019-07-29 2022-02-24
16. CONOCOPHILLIPS   2020-03-26 2022-03-02
11. CONOCOPHILLIPS   2019-07-29 2022-03-02
4. CONOCOPHILLIPS   2020-11-11 2022-08-04
36. CONOCOPHILLIPS   2020-03-26 2022-08-04
21. CONOCOPHILLIPS   2020-11-11 2022-08-08
38. DOWDUPONT INC   2019-06-21 2022-05-26
5. DOWDUPONT INC   2019-06-21 2022-07-22
2. DOLLAR GENERAL CORP   2021-03-26 2022-07-22
7. DOLLAR TREE INC   2019-04-08 2022-06-09
6. DOLLAR TREE INC   2019-03-22 2022-06-09
11. DOLLAR TREE INC   2019-04-08 2022-06-21
2. DOLLAR TREE INC   2019-04-08 2022-07-22
38. EQT CORP   2021-03-05 2022-04-07
14. EQT CORP   2021-03-08 2022-04-07
56. EQT CORP   2021-03-08 2022-04-12
6. EQT CORP   2021-03-09 2022-04-12
42. EQT CORP   2021-03-09 2022-04-18
48. EQT CORP   2021-03-09 2022-05-18
1. EQT CORP   2021-03-24 2022-05-18
15. EQT CORP   2021-03-24 2022-05-25
10. EQT CORP   2021-03-25 2022-05-25
18. EQT CORP   2021-03-25 2022-07-22
24. EQT CORP   2021-03-25 2022-08-23
20. EQT CORP   2021-03-26 2022-08-23
33. EQT CORP   2021-04-14 2022-09-07
1. EQT CORP   2021-04-15 2022-09-07
10. EQT CORP   2021-03-26 2022-09-07
3. FACEBOOK INC   2020-02-07 2022-07-22
2. FIDELITY NATL INFORMATION SVCS INC COM   2021-03-19 2022-07-22
2. FIDELITY NATL INFORMATION SVCS INC COM   2021-03-22 2022-07-22
1. FLEETCOR TECHNOLOGIS INC   2020-07-10 2022-07-22
1. FORTIVE CORP   2018-05-16 2022-07-22
3. FORTIVE CORP   2017-11-27 2022-07-22
26. FOX CORP   2019-12-11 2022-02-24
24. FOX CORP   2020-07-22 2022-02-24
3. FOX CORP   2020-07-23 2022-02-24
15. GENERAL MOTORS CO   2020-01-23 2022-07-22
14. J P MORGAN CHASE & CO COM   2012-12-17 2022-01-07
3. J P MORGAN CHASE & CO COM   2012-12-17 2022-07-22
4. KONINKLIJKE PHILIPS ELECTRS N V   2020-02-25 2021-10-13
16.68 KONINKLIJKE PHILIPS ELECTRS N V   2020-02-26 2021-10-14
.32 KONINKLIJKE PHILIPS ELECTRS N V   2020-02-25 2021-10-14
2.01 KONINKLIJKE PHILIPS ELECTRS N V   2020-03-12 2021-10-15
16.99 KONINKLIJKE PHILIPS ELECTRS N V   2020-02-26 2021-10-15
3. KONINKLIJKE PHILIPS ELECTRS N V   2020-03-12 2021-10-18
2.76 KONINKLIJKE PHILIPS ELECTRS N V   2020-03-13 2021-11-30
7.24 KONINKLIJKE PHILIPS ELECTRS N V   2020-03-12 2021-11-30
10.2 KONINKLIJKE PHILIPS ELECTRS N V   2020-03-16 2021-12-01
17.34 KONINKLIJKE PHILIPS ELECTRS N V   2020-04-01 2021-12-01
12.24 KONINKLIJKE PHILIPS ELECTRS N V   2020-04-02 2021-12-01
5. KONINKLIJKE PHILIPS ELECTRS N V   2021-03-23 2021-12-01
46.21 KONINKLIJKE PHILIPS ELECTRS N V   2020-03-13 2021-12-01
2. LABORATORY CORP AMER HLDGS COM NEW   2018-07-12 2022-07-22
10. LAS VEGAS SANDS CORP   2021-02-19 2022-07-22
5. MICROSOFT CORPORATION   2016-01-20 2022-07-22
4. MONDELEZ INTERNATIONAL INC   2021-12-17 2022-07-22
11.54 MORGAN STANLEY   2018-12-14 2021-10-29
8.46 MORGAN STANLEY   2018-12-17 2021-10-29
5. MORGAN STANLEY   2018-12-17 2022-07-22
2.19 MORGAN STANLEY   2018-12-17 2022-09-23
15.81 MORGAN STANLEY   2019-01-17 2022-09-23
1. NORFOLK SOUTHERN CORP   2017-04-03 2022-07-22
2. NOVO-NORDISK A S ADR   2019-01-03 2022-07-22
3. O'REILLY AUTOMOTIVE INC   2018-10-25 2021-11-22
3. O'REILLY AUTOMOTIVE INC   2019-01-02 2022-01-19
2. O'REILLY AUTOMOTIVE INC   2018-10-25 2022-01-19
1. O'REILLY AUTOMOTIVE INC   2018-10-26 2022-01-19
4. O'REILLY AUTOMOTIVE INC   2019-01-02 2022-01-28
1. O'REILLY AUTOMOTIVE INC   2021-03-23 2022-01-31
16. PROGRESSIVE CORP OHIO COM   2021-11-08 2022-07-12
6. QUANTA SERVICES INC   2020-04-17 2021-10-13
13. QUANTA SERVICES INC   2020-04-17 2021-10-14
6. QUANTA SERVICES INC   2020-04-17 2022-03-31
10. QUANTA SERVICES INC   2020-04-17 2022-04-01
8. QUANTA SERVICES INC   2020-04-17 2022-07-12
3. QUANTA SERVICES INC   2020-04-20 2022-07-12
10. QUANTA SERVICES INC   2020-04-28 2022-07-12
15. QUANTA SERVICES INC   2020-04-28 2022-07-27
5. QUANTA SERVICES INC   2020-04-28 2022-08-25
8. QUANTA SERVICES INC   2020-04-29 2022-08-25
4. QUANTA SERVICES INC   2020-04-29 2022-09-07
13. QUANTA SERVICES INC   2020-04-29 2022-09-08
6. QUANTA SERVICES INC   2021-03-23 2022-09-09
5. QUANTA SERVICES INC   2020-04-29 2022-09-09
9. SANOFI ADR   2020-03-06 2022-07-22
5. SEALED AIR CORP   2021-06-18 2022-07-22
5. TAIWAN S MANUFCTRING ADR   2018-12-14 2022-07-22
4. TAIWAN S MANUFCTRING ADR   2019-01-08 2022-09-13
22. TAIWAN S MANUFCTRING ADR   2018-12-14 2022-09-13
21. TAIWAN S MANUFCTRING ADR   2019-01-08 2022-09-23
2. TAIWAN S MANUFCTRING ADR   2019-01-08 2022-09-29
26. TAIWAN S MANUFCTRING ADR   2019-01-09 2022-09-29
16. TERADYNE INC   2022-02-24 2022-05-25
6. TERADYNE INC   2022-02-24 2022-05-26
14. TERADYNE INC   2022-02-25 2022-05-26
5. UNILEVER PLC W/I (UK/USD) US9047677045   2019-11-11 2022-07-22
6. UNITEDHEALTH GROUP INC   2014-10-27 2022-01-28
6. UNITEDHEALTH GROUP INC   2019-01-02 2022-05-12
2. UNITEDHEALTH GROUP INC   2014-10-27 2022-05-12
4. VISA INC   2020-03-03 2022-07-22
32. VODAFONE GROUP PLC   2020-10-15 2021-10-29
11. VODAFONE GROUP PLC   2020-10-05 2021-10-29
9. VODAFONE GROUP PLC   2020-10-14 2021-10-29
5. VODAFONE GROUP PLC   2020-10-15 2021-10-29
94. VODAFONE GROUP PLC   2020-10-15 2021-10-29
57. VODAFONE GROUP PLC   2020-10-28 2021-11-01
3. VODAFONE GROUP PLC   2020-10-16 2021-11-01
36. VODAFONE GROUP PLC   2020-10-27 2021-11-01
24. VODAFONE GROUP PLC   2020-10-15 2021-11-01
5. VODAFONE GROUP PLC   2020-10-15 2021-11-01
82. VODAFONE GROUP PLC   2020-10-28 2021-11-02
35. VODAFONE GROUP PLC   2020-11-04 2021-11-02
14. VODAFONE GROUP PLC   2020-11-03 2021-11-02
1. VODAFONE GROUP PLC   2020-11-03 2021-11-02
22. VODAFONE GROUP PLC   2020-11-04 2021-11-03
77. VODAFONE GROUP PLC   2020-11-05 2021-11-03
3. VODAFONE GROUP PLC   2020-11-06 2021-11-03
12. VODAFONE GROUP PLC   2021-03-23 2021-11-03
9. WORLD WRESTLING ENTERTAINMENT INC   2021-03-02 2022-06-21
19. WORLD WRESTLING ENTERTAINMENT INC   2021-03-03 2022-06-21
3. WORLD WRESTLING ENTERTAINMENT INC   2021-03-03 2022-06-30
19. WORLD WRESTLING ENTERTAINMENT INC   2021-03-04 2022-06-30
8. WORLD WRESTLING ENTERTAINMENT INC   2021-03-05 2022-06-30
10. WORLD WRESTLING ENTERTAINMENT INC   2021-03-05 2022-07-12
3. WORLD WRESTLING ENTERTAINMENT INC   2021-03-05 2022-07-13
8. WORLD WRESTLING ENTERTAINMENT INC   2021-03-08 2022-07-13
1. WORLD WRESTLING ENTERTAINMENT INC   2021-03-08 2022-07-14
5. WORLD WRESTLING ENTERTAINMENT INC   2021-05-17 2022-07-14
2. WORLD WRESTLING ENTERTAINMENT INC   2021-05-17 2022-07-26
14. WORLD WRESTLING ENTERTAINMENT INC   2021-05-18 2022-07-26
8. WORLD WRESTLING ENTERTAINMENT INC   2021-05-19 2022-07-26
3. WORLD WRESTLING ENTERTAINMENT INC   2021-05-20 2022-07-26
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 200   105 95
b 1,250   653 597
c 149   78 71
d 495   277 218
e 2,079   1,386 693
42   27 15
1,128   847 281
543   352 191
610   439 171
308   220 88
747   535 212
396   278 118
1,813   1,298 515
1,255   897 358
1,191   197 994
1,036   241 795
1,036   161 875
2,752   338 2,414
1,096   762 334
489   498 -9
2,929   1,846 1,083
1,919   1,231 688
1,272   223 1,049
1,691   272 1,419
1,939   321 1,618
405   266 139
366   339 27
213   198 15
365   337 28
91   85 6
214   200 14
306   284 22
367   340 27
94   86 8
405   373 32
343   310 33
466   423 43
124   112 12
529   418 111
989   787 202
338   274 64
461   369 92
321   274 47
787   705 82
1,451   1,279 172
534   470 64
237   209 28
852   528 324
327   344 -17
599   618 -19
599   615 -16
708   696 12
761   750 11
381   375 6
435   427 8
381   319 62
601   499 102
655   547 108
382   318 64
273   226 47
439   362 77
493   395 98
274   270 4
713   716 -3
768   706 62
164   132 32
1,316   1,072 244
932   769 163
305   284 21
2,427   1,469 958
1,517   1,107 410
241   232 9
2,023   801 1,222
2,204   801 1,403
1,276   577 699
3,523   1,327 2,196
3,280   2,275 1,005
825   586 239
881   674 207
2,038   1,485 553
2,145   2,064 81
1,897   1,760 137
1,588   1,377 211
511   452 59
1,112   934 178
2,518   2,307 211
351   306 45
720   311 409
1,515   1,029 486
1,852   1,271 581
534   353 181
88   59 29
954   647 307
607   406 201
1,586   511 1,075
1,091   638 453
365   141 224
3,283   1,150 2,133
1,976   740 1,236
2,406   1,047 1,359
269   138 131
493   403 90
1,134   722 412
972   610 362
1,707   1,135 572
342   206 136
1,371   682 689
505   246 259
2,249   986 1,263
241   106 135
1,895   740 1,155
1,923   845 1,078
40   18 22
710   264 446
473   182 291
766   328 438
1,147   437 710
956   388 568
1,500   583 917
45   18 27
455   194 261
506   635 -129
197   284 -87
197   283 -86
217   252 -35
58   65 -7
174   186 -12
1,056   943 113
975   620 355
122   79 43
517   523 -6
2,320   607 1,713
343   130 213
175   173 2
734   717 17
14   14  
90   69 21
757   731 26
129   102 27
97   93 4
255   247 8
358   318 40
609   660 -51
430   470 -40
175   287 -112
1,621   1,547 74
490   372 118
389   602 -213
1,297   251 1,046
247   261 -14
1,184   494 690
868   354 514
410   209 201
176   92 84
1,274   753 521
242   113 129
228   94 134
1,926   979 947
1,996   1,031 965
1,330   652 678
665   323 342
2,567   1,374 1,193
646   493 153
1,898   1,540 358
667   207 460
1,465   449 1,016
791   207 584
1,320   345 975
1,027   276 751
385   103 282
1,283   370 913
2,014   555 1,459
736   185 551
1,178   297 881
569   149 420
1,886   483 1,403
880   507 373
733   186 547
445   434 11
294   289 5
430   184 246
319   140 179
1,755   811 944
1,548   733 815
139   70 69
1,801   928 873
1,606   1,858 -252
627   697 -70
1,463   1,654 -191
234   299 -65
2,776   552 2,224
2,871   1,465 1,406
957   184 773
853   743 110
479   453 26
166   154 12
135   129 6
75   71 4
1,415   1,331 84
859   771 88
45   43 2
543   503 40
364   343 21
75   71 4
1,230   1,109 121
524   488 36
210   195 15
15   14 1
325   306 19
1,138   1,087 51
44   42 2
177   225 -48
554   478 76
1,169   988 181
189   156 33
1,195   992 203
503   430 73
638   538 100
189   161 28
504   449 55
63   56 7
313   269 44
139   108 31
972   745 227
556   420 136
208   164 44
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       95
b       597
c       71
d       218
e       693
      15
      281
      191
      171
      88
      212
      118
      515
      358
      994
      795
      875
      2,414
      334
      -9
      1,083
      688
      1,049
      1,419
      1,618
      139
      27
      15
      28
      6
      14
      22
      27
      8
      32
      33
      43
      12
      111
      202
      64
      92
      47
      82
      172
      64
      28
      324
      -17
      -19
      -16
      12
      11
      6
      8
      62
      102
      108
      64
      47
      77
      98
      4
      -3
      62
      32
      244
      163
      21
      958
      410
      9
      1,222
      1,403
      699
      2,196
      1,005
      239
      207
      553
      81
      137
      211
      59
      178
      211
      45
      409
      486
      581
      181
      29
      307
      201
      1,075
      453
      224
      2,133
      1,236
      1,359
      131
      90
      412
      362
      572
      136
      689
      259
      1,263
      135
      1,155
      1,078
      22
      446
      291
      438
      710
      568
      917
      27
      261
      -129
      -87
      -86
      -35
      -7
      -12
      113
      355
      43
      -6
      1,713
      213
      2
      17
       
      21
      26
      27
      4
      8
      40
      -51
      -40
      -112
      74
      118
      -213
      1,046
      -14
      690
      514
      201
      84
      521
      129
      134
      947
      965
      678
      342
      1,193
      153
      358
      460
      1,016
      584
      975
      751
      282
      913
      1,459
      551
      881
      420
      1,403
      373
      547
      11
      5
      246
      179
      944
      815
      69
      873
      -252
      -70
      -191
      -65
      2,224
      1,406
      773
      110
      26
      12
      6
      4
      84
      88
      2
      40
      21
      4
      121
      36
      15
      1
      19
      51
      2
      -48
      76
      181
      33
      203
      73
      100
      28
      55
      7
      44
      31
      227
      136
      44
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 75,351
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,107
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,107
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 3,200
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,093
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet1,108 RefundedBullet 11 985
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bullet
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
    8b
     
    No
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletBANK OF AMERICA NA Telephone no.bullet (888) 866-3275

    Located atbulletPO BOX 1532 AFTPENNINGTONNJ ZIP+4bullet08534
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ANN BENSON PRESIDENT
    1     		0    
    304 BERKSHIRE AVE
    NEW MILFORD,NJ07646
    RYAN D BENSON VICE PRESIDENT
    1     		0    
    RIVERHOUSE 9 PORT IMPERIAL APT 1041
    WEEHAWKEN,NJ07086
    SAMANTHA SULLIVAN SECRETARY
    1     		0    
    183 MONROE AVE
    RIVER EDGE,NJ07601
    ROBERT BENSON TREASURER
    1     		0    
    304 BERKSHIRE AVE
    NEW MILFORD,NJ07646
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    747,078
    b
    Average of monthly cash balances.......................
    1b
    11,923
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    759,001
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    759,001
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    11,385
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    747,616
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    37,381
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    37,381
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    1,107
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,107
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    36,274
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    36,274
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    36,274
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 36,274
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 0
    b From 2017...... 0
    c From 2018...... 0
    d From 2019...... 0
    e From 2020...... 351,739
    f Total of lines 3a through e ........ 351,739
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 24,242
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 24,242
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 12,032 12,032
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 339,707
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		339,707
    10 Analysis of line 9:
    a Excess from 2017.... 0
    b Excess from 2018.... 0
    c Excess from 2019.... 0
    d Excess from 2020.... 339,707
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    ROBERT D BENSON
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    COMMUNITY FOOD BANK OF NJ
    31 EVANS TERMINAL
    HILLSIDE,NJ07205     		N/A PC UNRESTRICTED GENERAL 10,000
    TEDDY KIM FOUNDATION
    318 MEGAN COURT
    WYCKOFF,NJ07481     		N/A PC UNRESTRICTED GENERAL 5,000
    JETTY ROCK FOUNDATION
    176 EAST BAY AVENUE
    MANAHAWKIN,NJ08050     		N/A PC UNRESTRICTED GENERAL 2,500
    COMPASSION CAFE
    10 N DELAWARE AVE
    BEACH HAVEN,NJ08008     		N/A PC UNRESTRICTED GENERAL 2,500
    Total .................................bullet 3a 20,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 75,351  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   83,958  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    83,958
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    ANN & ROBERT BENSON FOUNDATION INC
    EIN:
    22-3696348
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE 1,500     1,500

    TY 2021 ExplnOfNonFilingWithAGStmt
    Name:
    ANN & ROBERT BENSON FOUNDATION INC
    EIN:
    22-3696348
    Statement:
    NO FILING REQUIRED FOR THE STATE OF NJ

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    ANN & ROBERT BENSON FOUNDATION INC
    EIN:
    22-3696348
    Name of Stock End of Year Book Value End of Year Fair Market Value
    67103H107 O'REILLY AUTOMOTIVE    
    594918104 MICROSOFT CORP COM 11,113 39,593
    655844108 NORFOLK SOUTHERN COR 9,156 11,111
    874039100 TAIWAN SEMICONDUCTOR 5,697 7,267
    902973304 US BANCORP DEL    
    02079K107 ALPHABET INC SHS 6,399 12,596
    02079K305 ALPHABET INC SHS 3,196 15,304
    269246401 E*TRADE FINANCIAL CO    
    717081103 PFIZER INC    
    20030N101 COMCAST CORP 19,711 16,161
    09062X103 BIOGEN IDEC INC    
    166764100 CHEVRONTEXACO CORP    
    444859102 HUMANA INC 12,154 14,071
    46625H100 J P MORGAN CHASE & C 5,519 9,719
    00130H105 AES CORP/VA    
    02209S103 ALTRIA GROUP INC    
    037833100 APPLE INC 5,558 25,291
    055622104 BP P L C SPONS ADR 7,157 6,823
    548661107 LOWES COMPANIES INC    
    02005N100 ALLY FINANCIAL INC    
    50540R409 LABORATORY CORP AMER 7,678 10,855
    670100205 NOVO NORDISK A/S ADR 4,209 8,469
    91324P102 UNITEDHEALTH GROUP I 10,967 20,202
    931142103 WAL MART STORES INC    
    12514G108 CDW CORP/DE    
    17275R102 CISCO SYSTEMS INC    
    192446102 COGNIZANT TECHNOLOGY    
    34959J108 FORTIVE CORP 14,553 12,826
    01609W102 ALIBABA GROUP HOLDIN    
    05523R107 BAE SYSTEMS PLC    
    904784709 UNILEVER NV    
    20825C104 CONOCOPHILLIPS 4,876 10,541
    12508E101 CDK GLOBAL INC    
    256746108 DOLLAR TREE INC 8,886 11,841
    22052L104 DOWDUPONT INC 11,309 21,660
    443510607 HUBBELL INC    
    256677105 DOLLAR GENERAL CORP 11,820 13,672
    12504L109 CBRE GROUP INC 6,174 7,561
    191216100 COCA-COLA CO/THE    
    35137L105 FOX CORP 4,800 5,216
    770323103 ROBERT HALF INTERNAT    
    92857W308 VODAFONE GROUP PLC    
    038222105 APPLIED MATERIALS IN 6,558 9,012
    74762E102 QUANTA SERVICES INC    
    92826C839 VISA INC 17,470 16,877
    036752103 ANTHEM INC 6,450 10,448
    339041105 FLEETCOR TECHNOLOGIS 13,078 8,985
    37045V100 GENERAL MOTORS CO 8,942 9,274
    500472303 KONINKLIJKE PHILIPS    
    68902V107 OTIS WORLDWIDE CORP 8,978 9,379
    754730109 RAYMOND JAMES FINANC    
    778296103 ROSS STORES INC 16,160 13,820
    80105N105 SANOFI-SYNTHELABO 17,100 13,269
    N6596X109 NXP SEMICONDUCTORS N    
    30303M102 FACEBOOK INC 14,520 9,633
    084670702 BERKSHIRE HATHAWAYIN 13,101 18,691
    89832Q109 TRUIST FINL CORP    
    G0750C108 AXALTA COATING SYSTE 6,799 5,960
    023135106 AMAZON COM INC 32,101 28,363
    171779309 CIENA CORP 10,770 9,258
    904767704 UNILEVER PLC AMER SH 9,865 7,804
    81211K100 SEALED AIR CORP 8,295 6,365
    617446448 MORGAN STANLEY 6,714 9,481
    05352A100 AVANTOR INC 14,297 7,272
    14040H105 CAPITAL ONE FINANCIA 7,817 6,544
    517834107 LAS VEGAS SANDS CORP 7,514 5,065
    922475108 VEEVA SYS INC 7,162 4,122
    12541W209 CH ROBINSON WORLDWID 8,870 8,764
    26884L109 EQT CORP 6,534 13,529
    31620M106 FIDELITY NATL INFO S 15,449 8,086
    98156Q108 WORLD WRESTLING ENTE 4,187 5,403
    45866F104 INTERCONTINENTAL EXC 12,713 10,481
    032654105 ANALOG DEVICES INC 12,443 10,451
    61174X109 MONSTER BEVERAGE SHS 11,106 11,218
    G6095L109 APTIV PLC SHS 6,903 5,788
    31946M103 FIRST CITIZENS BANCS 8,158 7,974
    929089100 VOYA FINL INC SHS 3,282 3,328
    070830104 BATH & BODY WORKS IN 8,949 6,259
    609207105 MONDELEZ INTERNATION 11,497 9,760
    759351604 REINSURANCE GROUP OF 10,462 11,323
    149123101 CATERPILLAR INC 14,240 10,993
    743315103 PROGRESSIVE CORP/THE 10,459 12,318

    TY 2021 OtherDecreasesSchedule
    Name:
    ANN & ROBERT BENSON FOUNDATION INC
    EIN:
    22-3696348
    Description Amount
    TYE SALES ADJ 646


    TY 2021 OtherExpensesSchedule
    Name:
    ANN & ROBERT BENSON FOUNDATION INC
    EIN:
    22-3696348
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 54 0   54


    TY 2021 OtherIncreasesSchedule
    Name:
    ANN & ROBERT BENSON FOUNDATION INC
    EIN:
    22-3696348
    Description Amount
    ROUNDING 4


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    ANN & ROBERT BENSON FOUNDATION INC
    EIN:
    22-3696348
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 6,721 4,033   2,688


    TY 2021 TaxesSchedule
    Name:
    ANN & ROBERT BENSON FOUNDATION INC
    EIN:
    22-3696348
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 267 267   0
    EXCISE TAX - PRIOR YEAR 1,592 0   0
    EXCISE TAX ESTIMATES 3,200 0   0