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 01-01-2021 , and ending 12-31-2021
Name of foundation
Beneventures Foundation Inc
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

26-3881255
B Telephone number (see instructions)

(800) 839-1754
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$5,620,604
J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 168 168  
4 Dividends and interest from securities... 81,996 81,996  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 525,100
b Gross sales price for all assets on line 6a 3,249,759
7 Capital gain net income (from Part IV, line 2)... 525,100
8 Net short-term capital gain.........  
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........ 607,264 607,264  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 39,735 39,735    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 5,704 284    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 26,001 3,583   22,418
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 71,440 43,602   22,418
25 Contributions, gifts, grants paid....... 200,000 200,000
26 Total expenses and disbursements. Add lines 24 and 25 271,440 43,602   222,418
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 335,824
b Net investment income (if negative, enter -0-) 563,662
c Adjusted net income (if negative, enter -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.............      
2 Savings and temporary cash investments......... 138,714 294,666 294,666
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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 bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 684,257 Click to see attachment611,894 630,355
b Investments—corporate stock (attach schedule)....... 2,941,563 Click to see attachment3,295,331 3,953,852
c Investments—corporate bonds (attach schedule)....... 726,335 Click to see attachment563,578 563,312
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 55,355 Click to see attachment116,580 178,419
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) 4,546,224 4,882,049 5,620,604
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 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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 4,546,225 4,882,049
29 Total net assets or fund balances (see instructions)..... 4,546,225 4,882,049
30 Total liabilities and net assets/fund balances (see instructions). 4,546,225 4,882,049
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
4,546,225
2
Enter amount from Part I, line 27a .....................
2
335,824
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
4,882,049
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,882,049
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 Publicly-traded Securities      
b
c
d
e
(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 3,249,759   2,724,659 525,100
b
c
d
e
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       525,100
b
c
d
e
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 2 525,100
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  
3 Add lines 1 and 2........................... 3 7,835
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 7,835
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 4,841
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,200
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,041
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 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 10 206
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet206 RefundedBullet 11  
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)
    bulletCA
    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 .
    8b
    Yes
     
    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 ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    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
    Brian Kariger Pres, Trustee
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Tania Russell Dir, Treas
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Dallas Swendeman Dir, Sec
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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
     
    Total number of other employees paid over $50,000...................bullet  
    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
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    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
    5,197,308
    b
    Average of monthly cash balances.......................
    1b
    219,475
    c
    Fair market value of all other assets (see instructions)................
    1c
    168,017
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,584,800
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    5,584,800
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    83,772
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    5,501,028
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    275,051
    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
    275,051
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    7,835
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,835
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    267,216
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    267,216
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    267,216
    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 7 267,216
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 211,340
    b Total for prior years:2019, 2018, 2017  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........  
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 222,418
    a Applied to 2020, but not more than line 2a 211,340
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2021 distributable amount..... 11,078
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021.    
    (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 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    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......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    256,138
    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) .......
     
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
     
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021.... 0
    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).)
    BRIAN KARIGER
    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
    NEXLEAF ANALYTICS
    4858 W PICO BLVD 347
    LOS ANGELES,CA90019
    N/A PC Clean Cookstove Data Platform (CCDP) Concept 200,000
    Total .................................bullet 3a 200,000
    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 ...........
        14 168  
    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 ............
        18 525,100  
    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) ..   607,264  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    607,264
    (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

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 DepreciationSchedule
    Name:
    Beneventures Foundation Inc
    EIN:
    26-3881255
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    Beneventures Foundation Inc
    EIN:
    26-3881255
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS - 2.950% - 03/15/2 10,823 10,503
    ABBVIE INC - 3.200% - 11/21/20 10,699 10,702
    ALEXANDRIA REAL ESTATE - 4.900 6,289 6,012
    AMERICAN ELEC PWR INC - 1.000% 15,066 14,674
    AMERICAN EXPRESS CO - 2.500% - 10,096 10,333
    AMERICAN HONDA FIN CORP - 1.20 9,929 9,965
    AMERICAN TOWER CORP - 3.125% - 5,344 5,238
    AMGEN INC - 2.200% - 02/21/202 15,735 15,363
    ANHEUSER-BUSCH - 3.650% - 02/0 10,859 10,742
    ANTHEM INC NOTE - 3.650% - 12/ 16,861 16,467
    AT&T INC - 4.125% - 02/17/2026 10,823 10,913
    BK OF AMERICA CORP MTN CALL MA 20,235 19,162
    BOSTON PPTYS LTD PARTNERSHIP N 5,440 5,206
    CARRIER GLOBAL CORP - 2.242% - 5,111 5,122
    CITIGROUP INC - 2.572% - 06/03 20,611 20,194
    COMCAST CORP - 3.150% - 03/01/ 19,942 21,324
    CVS CAREMARK CORP NOTE - 4.300 17,715 16,845
    DISNEY WALT CO - 2.000% - 09/0 19,558 19,915
    DTE ELECTRIC CO - 3.375% - 05/ 30,966 31,613
    EQUINIX INC NOTE CALL MAKE WHO 5,197 5,260
    EVERSOURCE ENERGY - 1.650% - 0 13,965 14,040
    FORD - 2.415% - 06/01/2050 5,000 4,744
    HOME DEPOT INC - 2.800% - 09/1 14,072 15,907
    LINCOLN NATL CORP - 3.050% - 0 5,404 5,204
    LOWES COS INC - 3.100% - 05/03 19,877 21,352
    MASTERCARD INC - 3.350% - 03/2 17,693 16,517
    MERCK &CO INC - 3.400% - 03/07 20,198 21,775
    MITSUBISHI UFJ FINANCIAL GROUP 15,837 15,448
    MORGAN STANLEY FR - 3.700% - 1 16,673 15,978
    PNC FINL SVCS - 3.500% - 01/23 15,417 15,709
    PROLOGIS LP - 1.250% - 10/15/2 9,173 9,310
    PRUDENTIAL - 1.500% - 03/10/20 4,999 5,005
    SALESFORCE COM INC NOTE CALL M 9,977 9,918
    SCHLUMBERGER - 3.650% - 12/01/ 15,547 15,669
    SEMPRA ENERGY NOTE 3.4% 02/01/ 5,356 5,326
    SIMON PPTY GROUP LP - 3.375% - 10,519 10,521
    STATE STR CORP NOTE - 2.354% - 20,279 20,617
    STATOIL - 2.650% - 01/15/2024 16,011 15,468
    TORONTO DOMINION BANK - 3.250% 16,160 15,678
    UNITEDHEALTH GROUP INC - 3.850 17,264 16,731
    US BANCORP - 2.375% - 07/22/20 14,871 15,574
    VERIZON - 1.500% - 09/18/2030 11,987 11,268

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    Beneventures Foundation Inc
    EIN:
    26-3881255
    Name of Stock End of Year Book Value End of Year Fair Market Value
    A B ELECTRLX S ADR# 681 583
    A P MOLLAR MAERSK A 819 1,219
    AAON, INC 2,071 2,462
    ABB LTD 1,378 1,679
    ACCENTURE PLC 5,817 5,804
    ACCOR SA 730 589
    ACI WORLDWIDE INC 5,822 5,136
    ACUITY BRANDS INC 1,587 2,752
    ADDUS HOMECARE CORP 4,515 4,488
    ADECCO S.A. UNSP/ADR 932 716
    ADIDAS AG 12,555 11,520
    ADIENT PLC 1,341 1,341
    ADOBE SYSTEMS, INC 12,434 20,414
    ADVANCE AUTO PARTS INC 4,574 7,196
    ADVANCED DRAINAGE SYSTEMS INC 895 2,586
    ADVANCED MEDICAL OPTICS 9,156 7,534
    ADVANTEST CORP - ADR 879 863
    ADYEN N.V. 5,498 7,501
    AENA SME S.A. ADR 764 680
    AFLAC INC 3,529 4,730
    AFTERPAY LTD 820 599
    AGEAS SPONS ADR 618 519
    AGNICO EAGLE MINES LTD 838 744
    AIA GROUP LTD ADR 11,835 10,886
    AIR PRODS & CHEM INC 9,744 13,692
    ALASKA AIR GROUP INC 2,905 3,230
    ALCON INC 17,656 21,867
    ALLEGION PLC 3,325 3,046
    ALLIANZ SE 2,069 1,865
    ALLISON TRANMISSION HOLDINGS 4,054 3,526
    ALPHABET INC CL A 8,464 26,073
    ALSTOM 810 541
    ALTAIR ENGINEERING ORD SHS CLA 3,117 3,943
    AMADEUS IT HLDS SA 10,345 11,512
    AMAZON COM 23,542 36,678
    AMBARELLA INC 2,984 5,681
    AMERICAN EXPRESS CO 12,334 15,869
    AMERICAN TOWER REIT INC 10,439 16,088
    AMERICAN WATER WORKS COMPANY I 2,422 4,722
    AMERISAFE INC 1,920 1,615
    AMN HEALTHCARE SERVICES INC 3,649 4,771
    AMYRIS, INC. 1,418 876
    ANHEUSER BUSCH COS INC 1,284 1,211
    ANTERO MIDSTREAM CORPORATION 2,835 2,691
    ANTHEM INC 19,059 27,812
    APPLE INC 25,377 55,047
    APPLIED IDNS TECH 2,374 2,568
    APRIA ORD SHS 917 1,141
    APTIV PLC 7,516 10,887
    ARKEMA S/ADR 665 709
    ARROW ELECTRONICS INC 2,206 2,551
    ASHTEAD GROUP PLC 774 986
    ASML HOLDING NV NY REG SHS 19,086 45,380
    ASSA ABLOY UNSP/ADR 1,016 1,054
    ASSOCIATED BRITISH FOODS PLC 968 796
    ASTRAZENECA 3,809 4,893
    ASXFY 722 880
    ATHENE HOLDING LTD 2,647 5,166
    ATLANTIA SPA ADR 755 773
    ATLAS COPCO AB A SHS ADR 12,820 15,595
    ATRICURE, INC. 1,120 973
    AUSTRALIA & N Z ADS 1,464 1,347
    AUTO TRADER GROUP UNSP ADR EA 741 920
    AUTODESK, INC 4,115 6,749
    AVALONBAY CMNTYS INC 2,708 3,789
    AVANGRID INC 4,023 3,990
    AVIVA PLC 927 890
    AXA ADS 1,337 1,429
    AZEK COMPANY INC CL A 8,123 8,878
    BADGER METER, INC 3,379 4,582
    BANK NEW YORK MELLON CORP COM 5,455 7,841
    BANK OF AMERICA CORP 23,637 34,257
    BANK OF MONTREAL 998 1,185
    BANK OF NOVA SCOTIA 1,627 1,864
    BARCLAYS PLC ADR 1,167 1,170
    BAXTER INTERNATIONAL INC 2,744 3,090
    BAYERISCHE MOTOREN WERKE AG AD 1,188 1,102
    BCE INC 596 677
    BERKSHIRE HATHAWAY INC. CLASS 7,210 9,867
    BIOMARIN PHARMACEUTICAL INC 3,472 4,064
    BNP PARIBAS SPONS ADR 15,221 15,516
    BOC HK HLDGS LTD S/ADR 765 729
    BOISE CASCADE COMPANY 1,503 1,780
    BOX INC 2,929 3,038
    BRAMBLES LTD UNSP AD 768 730
    BRENNTAG AG UNSP ADR 794 813
    BRIDGESTONE CORP UNSP ADR 880 944
    BRIGHT HORIZONS FAMILY SOLUTIO 3,449 2,769
    BRITISH LAND CO S/ADR 710 725
    BRUKER CORPORATION 2,833 4,867
    BUILDERS FIRST SOURCE INC 3,209 3,943
    BUNGE LTD 1,600 1,774
    BUNZL PLC SPONSORED ADR 740 875
    BURBERRY GROUP PLC 7,334 8,326
    CADENCE BANCORPORATION 1,041 983
    CALLON PETROLEUM CO 1,797 1,607
    CALRSBERG AS SP ADR REP B 819 903
    CALVERT EMERGING MARKETS EQUIT 346,522 411,698
    CAMECO CORPORATION 733 872
    CAN IMPERIAL BK OF COMMERCE 993 1,166
    CANADIAN NATL RAILWAY CO 1,655 1,720
    CANADIAN PACIFIC RAILWAY LTD 14,369 14,100
    CAP GEMINI SA UNSP/ADR 896 1,224
    CAPITAL ONE FINANCIAL CORP 5,447 7,109
    CAPRI HOLDINGS LTD.SHS 2,603 3,181
    CARDIOVASCULAR SYSTEMS, INC. 1,747 808
    CARGURUS INC 4,504 5,921
    CARREFOUR S.A 778 765
    CARS COM INC 1,042 949
    CASELLA WASTE SYSTEMS INC 1,450 1,879
    CATALENT INC 3,975 3,841
    CAVCO INDS INC DEL 996 1,271
    CBIZ, INC 6,427 7,472
    CBRE GROUP 3,603 5,751
    CELLNEX TELECOM ADR 6,682 6,442
    CENTURY ALUMINUM COMPANY 1,177 1,507
    CGI INC 510 531
    CHARLES SCHWAB CORP 7,545 11,858
    CHARTER COMMUNICATIONS, INC 6,173 9,128
    CHECK POINT SOFTWARE TECHNOLOG 694 699
    CHEMED CORP 5,345 6,348
    CHOICE HOTELS INTERNATIONAL IN 4,434 5,928
    CISCO SYSTEMS INC 11,593 13,815
    CLEAN ENERGY FUELS CORP 1,008 687
    CLEARWATER ANALYTICS HOLDINGS, 2,490 2,528
    CLEARWAY ENERGY, INC. CLASS C 1,459 2,666
    COCA COLA EUROPEAN PARTNERS PL 716 783
    COCA COLA HBC AG 684 732
    COEUR MINING 2,116 1,068
    COHEN & STEERS INC 2,241 3,053
    COLUMBIA SPORTSWEAR CO 1,658 1,851
    COMCAST CORP 9,162 9,563
    COMMERCE BANCSHARES, INC 6,020 5,637
    COMMONWEALTH BK AUS-SP ADR 2,209 2,442
    COMMUNITY BK SYS INC 5,049 4,841
    COMPAGNIE DE SAINT G 946 1,082
    COMPASS GROUP PLC ADR 1,142 1,223
    CONTL AG SPONS ADR 732 622
    CORCEPT THERAPEUTICS INC 1,317 1,228
    CRA QUALIFIED INVESTMENT FD 492,551 484,264
    CREDIT SUISSE GROUP ADR 1,028 916
    CRH PLC - AMERICAN DEPOSITARY 11,988 13,675
    CSW INDUSTRIALS INC 4,349 3,988
    CUBESMART 3,526 5,293
    CUSHMAN & WAKEFIELD PLC 1,957 2,758
    CVS CAREMARK CORP 9,429 14,958
    DAIKIN INDS LTD ADR 1,295 1,428
    DAITO TRUST CONST SPON ADR 697 690
    DAIWA HOUSE IND LTD 824 804
    DANA HOLDING CP 4,555 4,153
    DANAHER CORP 5,101 15,792
    DANSKE BANK A S SPON 467 416
    DARLING INGREDIENTS INC 843 1,455
    DASSAULT SYS SA SPN ADR 915 1,194
    DBS GROUP HLDGS SPON ADR 1,065 1,168
    DEERE CO 12,546 18,859
    DENSO CORP ADR 1,009 1,240
    DEUTSCHE BOERSE ADR 1,047 1,013
    DEUTSCHE LUFTHANSA S OTC 178 93
    DEUTSCHE POST AG 1,345 1,538
    DEUTSCHE TELE AG ADS 1,543 1,370
    DEUTSCHE WOHNEN SE UNSPON ADR 709 615
    DEXCOM, INC 3,992 5,906
    DIAGEO PLC ADS 1,861 2,422
    DISH NETWORK CORPORATION 13,450 10,575
    DOMO INC 1,672 992
    DOMYX 193,725 222,568
    DORMAN PRODUCTS INC 5,812 5,990
    DOUGLAS EMMETT INC 1,611 1,340
    DSV UNSP ADR EACH REPR 0.5 ORD 1,117 1,291
    DYNAVAX TECHNOLOGIES CORP 1,009 1,168
    E.ON AG SPON ADR REP 1/3 ORD N 972 1,129
    EAST JAPAN RAILWAY C 888 768
    EASTGROUP PROPERTIES INC 3,506 5,696
    EASTMAN KODAK CO COM 1,538 768
    ECOLAB INC 3,848 4,223
    EDENRED SA 795 673
    EDISON INTL 7,382 8,804
    EDP-ELECTRICIDADE DE PORTUGAL 14,943 14,843
    ELASTIC NV 5,851 8,493
    EMERSON ELECTRIC CO 6,905 8,460
    ENCOMPASS HEALTH CORPORATION 4,598 3,589
    ENCORE CAPITAL GROUP INC 1,227 1,925
    ENTEGRIS INC MINNESOTA 3,880 4,296
    ENVESTNET INC 4,351 4,919
    ENVISTA HOLDINGS 5,282 5,903
    EPIROC AB 874 1,060
    EQUINIX, INC 5,960 8,458
    ERICSSON L M TEL CO 1,152 935
    ERSTE BK DER OEST SP 630 837
    ESSENTIAL PROPERTIES REALTY TR 5,043 6,227
    ESSILOR INTL ADR 6,947 7,591
    EURONET WORLDWIDE INC 4,432 3,813
    EVERCORE PARTNERS INC 2,555 4,347
    EVOQUA WATER TECHNOLOGIES CORP 4,079 5,750
    EXPEDIA INC 10,654 12,650
    EXPERIAN GROUP LTD S/ADR 941 1,282
    FANUC LIMITED UNSPONSORED 11,084 10,347
    FERGUSON PLC 821 1,076
    FERRARI NV 854 1,035
    FERROVIAL SA 507 595
    FIDELITY NATIONAL INFORMATION 8,512 6,767
    FIRST AMERICAN CORP 2,166 2,347
    FIRST REPUBLIC BANK 3,000 5,782
    FIRST SOLAR INC 4,288 4,184
    FLOOR AND DECOR HOLDINGS 935 1,820
    FORTESCUE METALS G ADR EA REPR 1,155 1,095
    FUJITSU LTD ADR OTC 897 1,036
    GEBERIT AG ADR 925 1,155
    GILDAN ACTIVEWEAR INC 350 424
    GIVAUDAN SA UNSP/ADR 7,386 10,281
    GLACIER BANCORP INC 3,711 3,345
    GMO CLIMATE CHANGE FUND CL I 158,424 143,379
    GMS INC 1,358 2,224
    GO PRO INC 3,679 3,351
    GRAINGER W W INC 5,524 8,810
    GREENS PLAINS INC 3,444 3,372
    HANG LUNG PROPERTIES-SP ADR 673 533
    HANG SENG BANK LTD S/ADR 838 730
    HANNON ARMSTRONG SUST INFRAST 845 1,062
    HANNOVER RUCKVISCG SP/ADR 756 743
    HARLEY DAVIDSON INC 4,102 3,769
    HEINEKEN HLDG N V 748 754
    HEINEKEN N V S ADR 952 1,018
    HENDERSON GROUP PLC 1,023 923
    HENDERSON LAND DEV COMP LTD AD 704 651
    HENNES & MAURITZ AB 808 776
    HENRY SCHEIN INC 1,339 1,396
    HERC HOLDINGS, INC 2,565 4,070
    HERMES INTL 10 ADR 1,043 1,580
    HEXAGON 954 1,111
    HEXCEL CP DELAWARE 3,096 2,849
    HOME DEPOT INC 17,195 30,711
    HONG KONG EX&CL UNSP/ADR 1,570 1,541
    HOYA CORP SPONS ADR 9,634 14,209
    HSBC HOLDINGS PLC 2,210 2,261
    HUNT J B 3,149 5,928
    IBERDROLA ADR 1,799 1,605
    ICON PLC - AMERICAN DEPOSITARY 11,020 19,511
    IHS MARKIT LTD 6,021 9,836
    ILLINOIS TOOL WORKS 7,599 10,859
    INDEPENDENT BANK CORP 4,481 3,995
    INDEPENDENT BANK GROUP INC 3,712 3,680
    INDUSTRIA DE DISENO 10,018 10,491
    INFINEON TECH ADS 1,369 1,426
    INFINERA CORPORATION 1,703 1,602
    ING GROUP N V SPONSORED ADR 127 125
    INNOVIVA INC 2,024 1,949
    INSIGHT ENTERPRISES, INC 2,307 2,452
    INT'L FLAVORS & FRAGRANCES INC 3,829 4,520
    INTEGRA LIFESCIENCES HOLDINGS 4,942 4,823
    INTERCONTINENTAL HOTELS GROUP 785 717
    INTESA SANPAOLO SPA 9,195 8,471
    INTUITIVE SURGICAL 5,388 5,749
    IQVIA HOLDINGS INC 3,662 8,746
    IROBOT CORPORATION 1,516 1,120
    ISUZU MOTORS UNSP/ADR 737 674
    J & J SNACK FOODS CORP 1,679 1,580
    J SAINSBURY 698 753
    JABIL CIRCUIT INC 3,085 3,940
    JACKSON FINANCIAL INC 27 42
    JAMES HARDIE IND ADR 812 1,017
    JAMES RIVER GROUP HOLDINGS LTD 1,652 1,441
    JAPAN AIRLINES 225 190
    JAPAN EXCHANGE GROUP INC 790 712
    JOHNSON & JOHNSON 6,784 8,554
    JONES LANG LASALLE 926 1,616
    JP MORGAN CHASE 13,912 20,427
    JULIUS BAER GROUP LTD 856 852
    KBC GROUP SA UNSP ADR 5,342 8,275
    KDDI CP UNSP ADR 1,310 1,201
    KEMPER CORP 1,971 1,529
    KEYCORP 6,615 7,772
    KIMBALL INTERNATIONAL, INC 1,323 951
    KINGFISHER PLC 751 766
    KINROSS GOLD CORP 803 668
    KINSALE CAPITAL GROUP INC 1,622 2,379
    KION GROUP AG GERMANY 726 771
    KIRKLAND LAKE GOLD LTD 707 839
    KNORR BREMSE ADR 722 541
    KOMATSU LTD 981 724
    KONE OYJ ADR B SHS 992 858
    KONINKLIJKE AHOLD DELHAIZE NV 1,023 1,238
    KORN FERRY INTL 1,532 2,272
    KUBOTA CORPORATION 917 894
    KUENE & NAGEL INTL AG ADR 835 885
    KYOCERA CORP ADR 925 879
    L'OREAL ADR 11,286 16,508
    LANDSTAR SYSTEM 6,233 7,161
    LEGAL & GENERAL GROUP 938 949
    LEGRAND INC 9,247 13,175
    LHC GROUP 7,432 5,626
    LINDE PLC COM 16,522 24,250
    LIVE OAK BANCSHARES, INC. 1,827 2,881
    LLOYDS BANKING GROUP PLC 1,188 1,275
    LOGITECH INTERNATIONAL 955 742
    LONDON STK EXCHANGE GROUP 15,435 15,239
    LPL FINANCIAL HOLDINGS INC 3,958 4,643
    LULULEMON ATHLETICA INC 3,722 4,306
    MADDEN STEVEN LTD 1,916 2,277
    MAGNA INTERNATIONAL INC 452 405
    MANHATTAN ASSOCIATES INC 2,931 2,799
    MANPOWER GROUP INC 1,454 1,168
    MARSH AND MCLENNAN COMPANIES I 4,640 8,170
    MARTIN MARIETTA MATLS INC 4,049 7,489
    MASTERCARD INC 6,908 10,420
    MAXLINEAR INC 2,176 2,262
    MAZDA MOTOR CORP 698 641
    MCCORMICK & CO 3,413 4,541
    MEDTRONIC PLC 2,622 3,310
    MERCARI INC ADR 485 508
    MERCK & CO INC 9,025 11,113
    MERIT MEDICAL SYSTEMS, INC. 3,496 3,551
    MERITAGE CORPORATION 1,534 2,075
    META PLATFORMS INC 21,015 30,272
    MICHELIN CIE GEN UNSP/ADR 969 1,016
    MICROSOFT CORP 31,034 65,919
    MIDDLEBY CORPORATION 4,613 5,313
    MILLERKNOLL LLC 4,962 4,585
    MINERAL TECH INC 7,043 6,657
    MITSUBISHI ELEC UNSP/ADR 1,042 864
    MITSUBISHI ESTATE CO ADR 967 761
    MIZUHO FINANCIAL GRO 1,098 938
    MODIVCARE INC 1,120 1,038
    MONDI PLC ADR 765 693
    MONOTARO CO., LTD 5,816 4,286
    MONSTER BEVERAGE CORP 5,596 7,203
    MOTOROLA SOLUTIONS INC 5,038 13,585
    MOWI ASA SPONSORED ADR 701 664
    MS&AD INS GROUP ADR 783 816
    MTU AERO ENGINES 252 203
    MUELLER WATER PRODUCTS INC 3,374 3,514
    MUENCHENER RUECKVERS 1,199 1,129
    MURATA MFG INC UNSP/ADR 1,374 1,297
    MURPHY OIL CP HLDG 3,026 3,655
    NATIONAL INSTRUMENTS CORPORATI 3,502 3,581
    NATWEST GROUP ADR REPRESENTING 792 886
    NCINO 3,370 2,962
    NCR CP 3,145 3,256
    NESTLE S.A 21,942 26,951
    NETFLIX INC 9,705 10,241
    NEUROCRINE BIOSCIENCES, INC 3,017 2,640
    NEWCREST MINING LTD-SPON ADR 905 837
    NEWELL RUBBERMAID INC 4,063 3,516
    NICE SYSTEMS LTD 6,925 7,590
    NIDEC CORPORATION ADR 7,990 8,735
    NIKE INC-CL B 10,699 13,000
    NINTENDO CO LTD ADR UNSPON 1,553 1,284
    NIPPON TELEGRAPH & TELEPHONE C 1,071 1,124
    NISSAN MOTOR LTD ASR 768 682
    NN GROUP N.V. 126 136
    NOKIA 328 504
    NOMAD FOODS LIMITED 3,860 3,859
    NOMURA HOLDINGS ADR 846 671
    NORDEA BANK ABP 1,087 1,088
    NOTORI HOLDINGS 829 669
    NVIDIA CORP 9,649 25,882
    NXP SEMICONDUCTORS 11,770 16,400
    OCADO GROUP PLC 912 727
    OGE ENERGY CORP 4,912 5,565
    OLO ORD SHS CLASS A 3,323 2,476
    OMRON CORP S/ADR 747 904
    ONE GAS INC 5,352 5,586
    ONEMAIN HOLDINGS INC 789 951
    ORACLE CORP 4,206 6,192
    ORANGE 958 802
    ORIX CORP ADS 853 1,018
    ORKLA ASA SPON ADR 731 719
    ORSTED A S 1,132 897
    ORTHO CLINICAL DIAGNOSTICS HOL 1,644 1,925
    OTIS WORLDWIDE CORP 6,521 8,707
    OVERSEA-CHINESE ADR 996 948
    OVINTIV INC 2,350 5,729
    PACIRA PHARMACEUTICALS INC 969 1,925
    PALO ALTO NETWORKS INC 10,636 23,384
    PAN AMERICAN SILVER CORP 745 599
    PANASONIC CORP 1,100 934
    PANDORA A S SPON ADREACH REP 0 653 719
    PATTERSON-UTI ENERGY INC 1,181 1,158
    PAYPAL HOLDINGS, INC 7,802 10,372
    PDC ENERGY INC 3,008 3,415
    PEARSON PLC 731 563
    PENNYMAC FINANCIAL SERVICES IN 1,637 1,814
    PEPSICO INC 6,408 9,554
    PERKIN ELMER INC 3,111 3,418
    PERNOD RICARD S A SPONSORED AD 1,160 1,454
    PERRIGO CO PLC 4,147 3,618
    PERSIMMON PLC ADR 786 712
    PINNACLE FINANCIAL PARTNERS IN 4,446 4,775
    PINNACLE WEST CAPITAL CORP 3,959 3,530
    PNC FINANCIAL GROUP INC 4,847 6,417
    PPG INDUSTRIES INC 7,011 9,139
    PREMIER INC 2,286 2,594
    PROCTER GAMBLE CO 1,924 3,762
    PROGRESS SOFTWARE CORP 2,029 2,172
    PROGRESSIVE CORP OHIO 2,846 6,159
    PROLOGIS 2,777 5,388
    PROSUS NV ADR 1,949 1,512
    PRUDENTIAL PLC SC 1,356 1,067
    PRYSMIAN SPA MILANO 726 809
    PUBLICIS GROUPE S.A 700 761
    QBE INSURANCE GP UNSP/ADR 842 816
    QIAGEN NV 2,046 2,112
    QUAKER CHEMICAL CORP 4,769 4,385
    QUALCOMM INC 6,851 9,692
    QUALYS INC COM 1,716 1,784
    R L I CP 4,313 4,372
    R1 RMC INC COM 5,107 5,786
    RAKUTEN SP ADR 753 620
    RAMBUS, INC 2,093 2,175
    REALOGY HOLDINGS CORP 1,078 2,202
    RECRUIT HOLDINGS CO 13,013 16,285
    RED ELECTRICA DE ESPANA SA 722 874
    REINSURANCE GROUP AMER INC 3,073 2,518
    RELX PLC 1,275 1,598
    REMY COINTREAU 707 890
    RENESAS ELECTRONICS CORP 753 806
    RENTOKIL INITIAL PLC SPON ADR 9,811 12,842
    RESTAURANT BRANDS INTL 851 789
    REXFORD INDUSTRIAL REALTY INC 2,398 3,974
    RIO TINTO PLC SPONSORED ADR 2,329 1,941
    ROCHE HOLDING LTD ADR 14,714 18,143
    ROCKWELL AUTOMATION INC 3,997 6,628
    ROGERS COMM CL B 469 476
    ROYAL BANK OF CANADA 2,326 2,654
    RYAN SPECIALTY GROUP HOLDINGS 2,641 3,591
    SAGE GROUP PLC UNS/ADR 724 954
    SALESFORCE.COM 15,830 19,314
    SANDVIK AB SPONS ADR 7,536 7,854
    SANGAMO BIOSCIENCES INC 1,701 1,020
    SAP AKTIENGESELL ADS 2,372 2,522
    SCHNEIDER ELEC UNSP/ADR 1,744 2,157
    SCHNITZER STEEL INDUSTRIES, IN 1,913 2,388
    SEA LTD 9,943 8,725
    SECOM CO LTD ADR OTC 849 693
    SEIKO EPSON CORP ADR 657 626
    SEKISUI HOUSE LTD 832 847
    SELECT MEDICAL 2,065 1,676
    SELECTIVE INS GROUP INC 4,622 4,998
    SEMPRA ENERGY COM 15,705 17,064
    SEVEN & I HOLDINGS C 1,035 1,098
    SHAW COMMUNICATIONS INC 771 880
    SHISEIDO CO LTD 8,421 7,654
    SHOPIFY INC 2,383 2,755
    SIKA AG BEARER SHS 1,184 1,662
    SILICON LABORATORIES, INC 1,819 2,683
    SINCLARI BROADCAST GROUP INC 1,510 1,216
    SINGAPORE AIRLINES 566 562
    SINGAPORE TELE ADR 592 550
    SLM CORP 4,660 5,803
    SM ENERGY COMPANY 3,637 3,891
    SMC CORPORATION 997 1,152
    SMITHS GROUP ORD 37.5P 729 708
    SMURFIT KAPPA 741 858
    SODEXHO ALLIANCE SA SP ADR 738 646
    SOFTBANK ADR 1,149 1,095
    SOFTBANK CP UNSP ADR 2,400 1,275
    SONIC HEALTHCARE LTD SHS 819 1,009
    SONY GROUP CORP 2,562 2,907
    SOUTH STATE CORPORATION 7,187 6,809
    SPARK NEW ZEALAND SPON ADR 685 671
    SPECTRUM BRANDS HOLDINGS INC 1,646 1,933
    SPLUNK INC 6,744 6,133
    SPS COMMERCE, INC 1,712 1,566
    STARBUCKS CORP COM 4,172 6,550
    STEEL DYNAMICS INC 3,294 5,276
    STMICROELECTRONICS 957 1,173
    STORA ENSO OYJ 851 824
    STORE CAPITAL CORPORATION 4,675 4,885
    STRYKER CORPORATION 3,487 4,546
    SUBARU CORPORATION 774 695
    SUEZ SPONSORED ADR 703 731
    SUMITOMO MITSUI FINCL GRP 1,259 1,161
    SUMITOMO MITSUI TR HOLDINGS SP 773 740
    SUN HUNG KAI PY LTD S/ADR 873 689
    SUN LIFE FINANCIAL INC 975 1,058
    SUNTORY BEVERAGE & FOOD LTD AD 673 668
    SUZUKI MOTOR CORP UNSP ADR 736 616
    SVB FINANCIAL GROUP 4,319 7,461
    SWATCH GROUP AG 854 877
    SWIRE PAC LTD A S/ADR 659 507
    SWISS RE LTD ADR 1,111 1,090
    SWISSCOM AG S/ADR 776 790
    SYSCO CORP 4,841 5,577
    T-MOBILE US INC 4,786 4,755
    TAIWAN SEMICONDUCTOR MFG CO LT 9,920 13,836
    TARGET CORPORATION 4,119 8,795
    TC ENERGY CORPORATION 6,989 6,748
    TDK CORP 885 705
    TE CONNECTIVITY LTD 29,708 37,270
    TELECOM ITALIA SPA ADR 738 660
    TELEFONICA S A ADR 854 856
    TELEFONOS DE MEX L 7,284 6,965
    TELEPERFORMANCE SA 8,926 13,807
    TELIASONERA ADR 766 675
    TELSTRA CORPORATION 756 879
    TELUS CORP 709 825
    TEMENOS GROUP AG 6,479 6,869
    TEMPUR PEDIC INTERNATIONAL INC 1,383 1,693
    TERADATA CORPORATION 3,708 2,973
    TERNA RETE ELETTRICA 789 820
    TEXAS INSTRUMENTS INC 5,186 6,408
    THE CHEMOURS CO 2,485 3,960
    THE MOSAIC CO 1,506 2,043
    THERMO FISHER SCIENTIFIC INC 14,862 24,688
    THOMSON REUTERS CORPORATION 8,514 12,321
    TJX COMPANIES INC 11,855 15,715
    TOKIO MARINE HOLDINGS INC 1,020 1,176
    TOKYO ELECTRON LTD 4,425 6,188
    TORONTO DOMINION 2,200 2,530
    TRACTOR SUPPLY CO COM 6,969 12,169
    TRANE TECHNOLOGIES PLC 4,219 7,677
    TRAVEL+LEISURE CO 2,696 2,929
    TRAVELERS COMPANIES INC 10,848 12,202
    TREASURY WINE ESTATES ADR 692 777
    TREND MICRO INCORPORATED ADS 715 780
    TRONOX LTD 958 2,475
    UBER 8,122 8,931
    UBS AG 1,438 1,608
    UIPATH ORD SHS CLASS A 4,020 2,760
    ULTA SALON, COSMETICS & FRAGRA 5,229 8,247
    ULTRAGENYX PHARMACEUTICAL INC 1,856 1,261
    UMB FINANCIAL CORPORATION 3,469 3,820
    UNDER ARMOUR INC CL A 1,279 1,187
    UNICHARM CORP - SPN ADR 918 946
    UNICREDIT SPA 505 711
    UNILEVER PLC AMER 4,381 5,218
    UNITED NATURAL FOODS, INC 2,746 5,791
    UNITED PARCEL SERVICE 19,866 30,436
    UNITED UTILITS ADR 720 794
    UNITEDHEALTH GROUP INC 11,429 29,124
    UNITI GROUP INC. COMMON STOCK 1,071 1,401
    UPM KYMMENE CORP 856 877
    US BANCORP 5,542 5,898
    US FOODS HOLDING CORPORATION 3,708 3,866
    USD CYRUSONE INC 4,561 5,383
    V F CORP 4,490 3,807
    VALEO SA SPONS ADR 730 624
    VEOLIA ENVIRONN ADS 810 1,104
    VERIZON COMMUNICATIONS 4,337 4,469
    VERTIV CL A 7,643 10,088
    VESTAS WIND SYS UNSP/ADR 905 661
    VINCI SA ADR 1,394 1,342
    VIRTU FINANCIAL INC 2,283 2,162
    VISA INC 27,532 29,906
    VISTEON CORP 3,841 3,556
    VITESCO TECHNOLOGIES GROUP ADR 77 47
    VODAFONE GROUP PLC 1,283 1,015
    VOLVO AS-A ADR 249 231
    VONOVIA SE 1,089 880
    VOYA FINANCIAL INC 3,089 3,780
    WALKER & DUNLOP INC 772 2,112
    WALT DISNEY HOLDINGS CO 15,053 14,095
    WASTE MANAGEMENT INC 2,593 4,673
    WESCO INTL INC 3,118 4,737
    WESFARMERS LTD ADR 1,237 1,302
    WEST JAPAN RAILWAY C 738 543
    WEST PHARMA SVCS INC 2,762 4,690
    WESTERN ALLIANCE BANCORPORATIO 1,304 1,184
    WESTPAC BANKING CP 1,541 1,249
    WHEATON PRECIOUS METALS CORP 845 902
    WHITEBREAD PLC AMERICAN 127 102
    WINTRUST FINANCIAL CORPORATION 1,589 1,635
    WIX COM LTD 596 316
    WOLTERS KLUWER S/ADR 715 945
    WORKDAY INC 5,890 6,830
    WORLD WRESTLING ENT 3,399 4,342
    WORLDLINE 6,768 4,536
    WPP PLC 796 907
    WYNDHAM HOTELS & RESORTS INC C 2,992 3,765
    XYLEM INC 3,532 5,516
    YAMANA GOLD INC 705 671
    YARA INTERNATIONAL ASA 745 709
    Z HOLDINGS CORP 677 748
    ZALANDO SE 826 647
    ZURICH INS GROU ADR 1,548 1,540

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    Beneventures Foundation Inc
    EIN:
    26-3881255
    US Government Securities - End of Year Book Value:

    392,397
    US Government Securities - End of Year Fair Market Value:

    401,328
    State & Local Government Securities - End of Year Book Value:


    219,497
    State & Local Government Securities - End of Year Fair Market Value:


    229,027


    TY 2021 InvestmentsOtherSchedule2
    Name:
    Beneventures Foundation Inc
    EIN:
    26-3881255
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CLIMATE IMPACT SOLUTIONS OFF M   90,813 145,404
    GENDER EQUITY FUND CAYMAN LP   25,767 33,015

    TY 2021 OtherExpensesSchedule
    Name:
    Beneventures Foundation Inc
    EIN:
    26-3881255
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 22,311     22,311
    Bank Charges 3,583 3,583    
    Postage/Delivery Service 57     57
    State or Local Filing Fees 50     50


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    Beneventures Foundation Inc
    EIN:
    26-3881255
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 39,735 39,735    


    TY 2021 TaxesSchedule
    Name:
    Beneventures Foundation Inc
    EIN:
    26-3881255
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2021 4,800      
    990-PF Extension for 2020 620      
    Foreign Tax Paid 284 284