Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
BROOKLYN BENEVOLENT SOCIETY
 
Number and street (or P.O. box number if mail is not delivered to street address) 137 MONTAGUE STREET 420
  Room/suite
City or town
BROOKLYN
State or province
NY
Country  
ZIP or foreign postal code
112015290
A Employer identification number

11-1661344
B Telephone number (see instructions)

7186240176
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$6,221,383J 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 .................
3 Interest on savings and temporary cash investments 773 773  
4 Dividends and interest from securities... 113,231 113,231  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 541,825
b Gross sales price for all assets on line 6a 1,297,024
7 Capital gain net income (from Part IV, line 2)... 541,825
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)....... Click to see attachment
List of Attached Documents:
// Content
10,000 0  
12 Total. Add lines 1 through 11........ 665,829 655,829  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 11,265 0   11,265
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......       1,872
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
5,976 0   5,976
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
23,797 0   36,320
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
50,395 50,395   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
9,986 1,594   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,000 0   2,000
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,558 75   4,483
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 107,977 52,064   61,916
25 Contributions, gifts, grants paid....... 413,500 413,500
26 Total expenses and disbursements. Add lines 24 and 25 ................ 521,477 52,064   475,416
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 144,352
b Net investment income (if negative, enter -0-) 603,765
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 126,540 83,637 83,637
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 5,573    
10a Investments—U.S. and state government obligations (attach schedule) 99,944 Click to see attachment
List of Attached Documents:
// Content
150,186 		150,186
b Investments—corporate stock (attach schedule)....... 4,984,831 Click to see attachment
List of Attached Documents:
// Content
4,856,314 		4,856,314
c Investments—corporate bonds (attach schedule)....... 300,078 Click to see attachment
List of Attached Documents:
// Content
760,364 		760,364
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 335,698 Click to see attachment
List of Attached Documents:
// Content
358,638 		358,638
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
5,383 		Click to see attachment
List of Attached Documents:
// Content
12,244 		Click to see attachment
List of Attached Documents:
// Content
12,244
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,858,047 6,221,383 6,221,383
Liabilities 17 Accounts payable and accrued expenses.......... 33,177 21,601
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 ) Click to see attachment
List of Attached Documents:
// Content
38,768 		Click to see attachment
List of Attached Documents:
// Content
41,972
23 Total liabilities (add lines 17 through 22)......... 71,945 63,573
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 5,786,102 6,157,810
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
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    
29 Total net assets or fund balances (see instructions)..... 5,786,102 6,157,810
30 Total liabilities and net assets/fund balances (see instructions). 5,858,047 6,221,383
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
5,786,102
2
Enter amount from Part I, line 27a .....................
2
144,352
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
230,561
4
Add lines 1, 2, and 3 ..........................
4
6,161,015
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
3,205
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
6,157,810
Form 990-PF (2025)
Form 990-PF (2025)
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 1,297,024   755,199 541,825
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       541,825
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 2 541,825
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  
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 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) 1 8,392
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 8,392
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 8,392
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 5,573
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,573
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....... 9 2,819
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
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:
round bullet By language in the governing instrument, or
round bullet 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)
NY
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 2025 or the taxable year beginning in 2025? 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
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 addressN/A
14
The books are in care ofBRIAN C DEANE TREASURER Telephone no. (718) 624-0176

Located at137 MONTAGUE STREET NO 420BROOKLYNNY ZIP+4112015290
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
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)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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
Organizations relying on a current notice regarding disaster assistance check .........
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
PETER M ALTMAN TRUSTEE, PRESIDENT
3.00 		0 0 0
137 MONTAGUE STREET UNIT 420
BROOKLYN,NY112015290
HON JOHN G INGRAM TRUSTEE, VICE PRESIDENT
0.50 		0 0 0
137 MONTAGUE STREET UNIT 420
BROOKLYN,NY112015290
BRIAN C DEANE TRUSTEE, TREASURER
3.00 		7,691 0 0
137 MONTAGUE STREET UNIT 420
BROOKLYN,NY112015290
WILLIAM B BICE TRUSTEE
0.50 		0 0 0
137 MONTAGUE STREET UNIT 420
BROOKLYN,NY112015290
THOMAS A CONNIFF TRUSTEE
0.50 		0 0 0
137 MONTAGUE STREET UNIT 420
BROOKLYN,NY112015290
COLIN P CROWLEY TRUSTEE
0.50 		0 0 0
137 MONTAGUE STREET UNIT 420
BROOKLYN,NY112015290
THOMAS E POWERS TRUSTEE
0.50 		0 0 0
137 MONTAGUE STREET UNIT 420
BROOKLYN,NY112015290
PATRICK G QUINN TRUSTEE
0.50 		0 0 0
137 MONTAGUE STREET UNIT 420
BROOKLYN,NY112015290
ANISA HARKA SECRETARY/AGENT
3.00 		3,574 0 0
137 MONTAGUE STREET UNIT 420
BROOKLYN,NY112015290
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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
UBS FINANCIAL SERVICES INC INVESTMENT MANAGEMENT AND ADVISORY 50,395
299 PARK AVENUE 8TH FLOOR
NEW YORK,NY101710002
Total number of others receiving over $50,000 for professional services.............right arrow0
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
5,988,829
b
Average of monthly cash balances.......................
1b
126,813
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
6,115,642
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
6,115,642
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
91,735
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,023,907
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
301,195
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
301,195
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
8,392
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,392
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
292,803
4
Recoveries of amounts treated as qualifying distributions................
4
10,000
5
Add lines 3 and 4............................
5
302,803
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
302,803
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, line 26, column (d) ..........
1a
475,416
b
Program-related investments—total from Part VIII-B..................
1b
0
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
475,416
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 302,803
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 54,724
b From 2021...... 1,300
c From 2022...... 15,377
d From 2023...... 9,795
e From 2024...... 55,172
f Total of lines 3a through e ........ 136,368
4Qualifying distributions for 2025 from Part
XI, line 4: $ 475,416
a Applied to 2024, 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 2025 distributable amount..... 302,803
e Remaining amount distributed out of corpus 172,613
5 Excess distributions carryover applied to 2025. 0 0
(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 5 308,981
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		54,724
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		254,257
10 Analysis of line 9:
a Excess from 2021 .... 1,300
b Excess from 2022 .... 15,377
c Excess from 2023 .... 9,795
d Excess from 2024 .... 55,172
e Excess from 2025 .... 172,613
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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).)
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
BRIAN C DEANE
137 MONTAGUE STREET UNIT 420
BROOKLYN,NY112015290
(718) 624-0176
bThe form in which applications should be submitted and information and materials they should include:
DESCRIBE CHARITABLE ACTIVITIES OF PROGRAM AND INTENDED USE OF THE FUNDS
cAny submission deadlines:
OCTOBER 30TH
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
LIMITED TO NEW YORK CITY CHARITABLE ORGANIZATIONS, RECOGNIZED AS EXEMPT ORGANIZATIONS BY THE INTERNAL REVENUE SERVICE.
Form 990-PF (2025)
Form 990-PF (2025)
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

ACADEMY OF MOUNT ST URSULA

330 BEDFORD PARK BOULEVARD
BRONX,NY104582493 		N/A   SCHOLARSHIPS 10,000

ALBERTUS MAGNUS HIGH SCHOOL

798 ROUTE 304
BARDONIA,NY109541632 		N/A   SCHOLARSHIPS 2,500

BAY RIDGE CATHOLIC ACADEMY

365 83RD STREET
BROOKLYN,NY112094404 		N/A   SCHOLARSHIPS 30,000

BISHOP LOUGHLIN MEMORIAL HIGH SCHOOL

357 CLERMONT AVENUE
BROOKLYN,NY112381001 		N/A   SCHOLARSHIPS 10,000

BROOKLYN JESUIT PREP

925 E 37TH STREET
BROOKLYN,NY112103431 		N/A   SCHOLARSHIPS 30,000

CAMP FATIMA AND BERNADETTE

32 FATIMA ROAD
GILMANTON IRON WORKS,NH038375649 		N/A   SCHOLARSHIPS 7,500

CORNELIA CONNELLY CENTER

220 E 4TH STREET
NEW YORK,NY100097425 		N/A   SCHOLARSHIPS 7,500

CRISTO REY BROOKLYN HIGH SCHOOL

710 E 37TH STREET
BROOKLYN,NY112035604 		N/A   SCHOLARSHIPS 10,000

CRISTO REY NEW YORK HIGH SCHOOL

112 E 106TH STREET
NEW YORK,NY100293894 		N/A   SCHOLARSHIPS 7,500

DE LA SALLE ACADEMY

332 W 43RD STREET
NEW YORK,NY100366405 		N/A   SCHOLARSHIPS 10,000

DOMINICAN ACADEMY

44 E 68TH STREET
NEW YORK,NY100655983 		N/A   SCHOLARSHIPS 7,500

FAITH IN THE FUTURE

51 SUTTON STREET
BROOKLYN,NY112227221 		N/A   SCHOLARSHIPS 2,500

FONTBONNE HALL ACADEMY

9901 SHORE ROAD
BROOKLYN,NY112097999 		N/A   SCHOLARSHIPS 10,000

HOLY CROSS HIGH SCHOOL

26-20 FRANCIS LEWIS BOULEVARD
FLUSHING,NY113581197 		N/A   SCHOLARSHIPS 10,000

HOUR CHILDREN

3611 12TH STREET
LONG ISLAND,NY111065068 		N/A   SCHOLARSHIPS 10,000

JESUIT VOLUNTEERS CORPS

740 N CALVERT STREET
BALTIMORE,MD212023622 		N/A   SCHOLARSHIPS 1,000

LA SALLE ACADEMY

215 E 6TH STREET
NEW YORK,NY100038253 		N/A   SCHOLARSHIPS 10,000

LONG BEACH CATHOLIC SCHOOL

735 W BROADWAY
LONG BEACH,NY115612864 		N/A   SCHOLARSHIPS 5,000

LOYOLA SCHOOL

980 PARK AVENUE
NEW YORK,NY100280820 		N/A   SCHOLARSHIPS 3,000

MONSIGNOR MCCLANCY MEMORIAL HIGH SCHOOL

7106 31ST AVENUE
EAST ELMHURST,NY113701726 		N/A   SCHOLARSHIPS 10,000

NAZARETH REGIONAL HIGH SCHOOL

475 E 57TH STREET
BROOKLYN,NY112036010 		N/A   SCHOLARSHIPS 10,000

NOTRE DAME SCHOOL OF MANHATTAN

327 W 13TH STREET
NEW YORK,NY100141207 		N/A   SCHOLARSHIPS 10,000

ORATORY OF ST PHILLIP NERI

64 MIDDAGH STREET
BROOKLYN,NY112011342 		N/A   SCHOLARSHIPS 20,000

PROVIDENCE HOUSE

703 LEXINGTON AVENUE
BROOKLYN,NY112212206 		N/A   SCHOLARSHIPS 2,000

SAINT EDMUND PREPARATORY HIGH SCHOOL

2474 OCEAN AVENUE
BROOKLYN,NY112293916 		N/A   SCHOLARSHIPS 10,000

SAINT FRANCIS PREPARATORY SCHOOL

6100 FRANCIS LEWIS BOULEVARD
FRESH MEADOWS,NY113652840 		N/A   SCHOLARSHIPS 25,000

ST AGNES ROMAN CATHOLIC CATHEDRAL

29 QUEALY PLACE
ROCKVILLE CENTER,NY115704021 		N/A   SCHOLARSHIPS 5,000

ST FRANCIS DE SALES SCHOOL FOR THE DEAF

260 EASTERN PARKWAY
BROOKLYN,NY112251101 		N/A   SCHOLARSHIPS 7,500

ST IGNATIUS LOYOLA SCHOOL

48 E 84TH STREET
NEW YORK,NY100280806 		N/A   SCHOLARSHIPS 5,000

ST IGNATIUS SCHOOL

740 MANIDA STREET
BRONX,NY104745808 		N/A   SCHOLARSHIPS 10,000

ST JEAN BAPTISTE HIGH SCHOOL

173 E 75TH STREET
NEW YORK,NY100213393 		N/A   SCHOLARSHIPS 20,000

ST JOSEPH'S SCHOOL FOR THE DEAF

1000 HUTCHINSON RIVER PARKWAY
BRONX,NY104651899 		N/A   SCHOLARSHIPS 10,000

ST PATRICK CATHOLIC ACADEMY

401 97TH STREET
BROOKLYN,NY112097405 		N/A   SCHOLARSHIPS 10,000

ST SAVIOUR HIGH SCHOOL

588 6TH STREET
BROOKLYN,NY112153702 		N/A   SCHOLARSHIPS 10,000

THE MARY LOUIS ACADEMY

17621 WEXFORD TERRACE
JAMAICA,NY114322926 		N/A   SCHOLARSHIPS 10,000

XAVERIAN HIGH SCHOOL

7100 SHORE ROAD
BROOKLYN,NY112091037 		N/A   SCHOLARSHIPS 10,000

XAVIER HIGH SCHOOL

30 W 16TH STREET
NEW YORK,NY100116392 		N/A   SCHOLARSHIPS 45,000
Total ................................. 3a 413,500
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 ........... 		    14 773  
4 Dividends and interest from securities ....     14 113,231  
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 ............ 		    18 541,825  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aRESCINDED GRANTS 		    01 10,000  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 665,829 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
665,829
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
BROOKLYN BENEVOLENT SOCIETY
EIN:
11-1661344
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BOOKKEEPING AND ADMINISTRATION 18,630 0   36,320
TAX RETURN PREPARATION 5,167 0   0

TY 2025 InvestmentsCorpBondsSchedule
Name:
BROOKLYN BENEVOLENT SOCIETY
EIN:
11-1661344
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC NTS 4.500% 05/14/35 (00287YAR0) 50,000 QTY 49,164 49,164
AT&T INC NTS 4.550% 11/01/32 (00206RNB4) 50,000 QTY 49,740 49,740
ATMOS ENERGY CORP NTS 5.900% 11/15/33 (049560AZ8) 50,000 QTY 54,160 54,160
AUTOMATIC DATA PROCESSNG NTS 4.450% 09/09/34 (053015AH6) 50,000 QTY 49,933 49,933
BOEING CO NTS 5.040% 05/04/20 (097023CU7) 50,000 QTY 50,517 50,517
CHEVRON INC NTS 4.500% 10/15/32 (166756BK1) 50,000 QTY 50,540 50,540
CHUBB INA HLDGS INC NTS 4.900% 08/15/35 (171239AM8) 50,000 QTY 50,296 50,296
CITIGROUP INC 5.827% 02/13/35 (172967PG0) 50,000 QTY 52,049 52,049
ELI LILLY & CO NTS 4.500% 02/09/29 (53257CK2) 50,000 QTY 50,969 50,969
LABORATORY CORP OF AMER NTS 4.800% 10/01/34 (50540RBB7) 50,000 QTY 49,636 49,636
MCCORMICK & CO NTS 4.700% 10/15/34 (579780AU1) 50,000 QTY 49,405 49,405
MERCK & CO INC NTS 4.500% 05/17/33 (58933YBK0) 50,000 QTY 50,548 50,548
ONEOK INC NTS 5.050% 11/01/34 (682680CE1) 50,000 QTY 49,663 49,663
PEPSICO INC NTS 4.450% 05/17/33 (713448FS2) 50,000 QTY 50,937 50,937
PNC FINANCIAL SERVICES 5.676% 01/22/35 (693475BWA) 50,000 QTY 52,807 52,807

TY 2025 InvestmentsCorpStockSchedule
Name:
BROOKLYN BENEVOLENT SOCIETY
EIN:
11-1661344
Name of Stock End of Year Book Value End of Year Fair Market Value
ALCON INC CHF (ALC) 1,000.000 SHARES 78,810 78,810
ALPHABET INC CL A (GOOGL) 500.000 SHARES 156,500 156,500
ALPHABET INC CL C (GOOG) 400.000 SHARES 125,520 125,520
AMAZON.COM INC (AMZN) 700.000 SHARES 161,574 161,574
AMERICA MOVIL S A B DE C V (AMX) 500.000 SHARES 10,335 10,335
APPLE INC (AAPL) 700.000 SHARES 190,302 190,302
BANK OF AMER CORP (BAC) 800.000 SHARES 44,000 44,000
BERKSHIRE HATHAWAY INC NEW CL B (BRK.B) 400.000 SHARES 201,060 201,060
BLACK HILLS CORP (BKH) 400.000 SHARES 27,768 27,768
BOSTON SCIENTIFIC CORP (BSX) 600.000 SHARES 57,210 57,210
BROOKFIELD CORP CL A CAD (BN) 3,750.000 SHARES 172,088 172,088
CAPITAL ONE FINCL CORP (COF) 500.000 SHARES 121,180 121,180
CISCO SYSTEMS INC (CSCO) 800.000 SHARES 61,624 61,624
CITIGROUP INC (C) 1,500.000 SHARES 175,035 175,035
CONSTELLATION ENERGY (CEG) 200.000 SHARES 70,654 70,654
CORNING INC (GLW) 1,000.000 SHARES 87,560 87,560
DANAHER CORP (DHR) 100.000 SHARES 22,892 22,892
DICK'S SPORTING GOODS INC (DKS) 200.000 SHARES 39,594 39,594
DUPONT DE NEMOURS INC (DD) 400.000 SHARES 16,080 16,080
EATON CORP PLC (ETN) 100.000 SHARES 31,851 31,851
EDWARDS LIFESCIENCES CORP (EW) 400.000 SHARES 34,100 34,100
EXXON MOBIL CORP (XOM) 1,000.000 SHARES 120,340 120,340
GE AEROSPACE (GE) 650.000 SHARES 200,219 200,219
GE VERNOVA LLC COM (GEV) 175.000 SHARES 114,375 114,375
GENL DYNAMICS CORP (GD) 400.000 SHARES 134,664 134,664
GILEAD SCIENCES INC (GILD) 400.000 SHARES 49,096 49,096
GOLDMAN SACHS GROUP INC 4.000% PREFERRED CLBL (GS.PRD) 1,200.000 SHARES 23,340 23,340
HEALTHEQUITY INC (HQY) 800.000 SHARES 73,288 73,288
INTUITIVE SURGICAL INC (ISRG) 150.000 SHARES 84,954 84,954
JOHNSON & JOHNSON COM (JNJ) 800.000 SHARES 165,560 165,560
JPMORGAN CHASE & CO (JPM) 400.000 SHARES 128,888 128,888
KINDER MORGAN INC (KMI) 1,500.000 SHARES 41,235 41,235
MERCK & CO INC NEW COM (MRK) 1,200.000 SHARES 126,312 126,312
MICROSOFT CORP (MSFT) 400.000 SHARES 193,448 193,448
MOTOROLA SOLUTIONS INC (MSI) 400.000 SHARES 153,328 153,328
NEXTERA ENERGY INC COM (NEE) 600.000 SHARES 48,168 48,168
NOVO NORDISK ADR DENMARK ADR (NVO) 2,000.000 SHARES 101,760 101,760
O REILLY AUTOMOTIVE INC (ORLY) 1,950.000 SHARES 177,859 177,859
ONEOK INC NEW (OKE) 700.000 SHARES 51,450 51,450
PEPSICO INC (PEP) 500.000 SHARES 71,760 71,760
PFIZER INC (PFE) 1,500.000 SHARES 37,350 37,350
QNITY ELECTRONICS INC (Q) 200.000 SHARES 16,330 16,330
QUALCOMM INC (QCOM) 500.000 SHARES 85,525 85,525
QXO INC (QXO) 500.000 SHARES 9,645 9,645
REPUBLIC SERVICES INC (RSG) 500.000 SHARES 105,965 105,965
RTX CORP (RTX) 500.000 SHARES 91,700 91,700
SYSCO CORP (SYY) 500.000 SHARES 36,845 36,845
TELEDYNE TECHNOLOGIES INC (TDY) 200.000 SHARES 102,146 102,146
TEVA PHARMACEUTICALS IND LTD ADR (TEVA) 3,000.000 SHARES 93,630 93,630
VEEVA SYSTEMS INC CL A (VEEV) 400.000 SHARES 89,292 89,292
VERTEX PHARMACEUTICAL INC (VRTX) 150.000 SHARES 68,004 68,004
VERTIV HLDG CO (VRT) 600.000 SHARES 97,206 97,206
WALT DISNEY CO (DIS) 500.000 SHARES 56,885 56,885
WATERBRIDGE INFRASTRUCTURE LLC CL A (WBI) 1,000.000 SHARES 20,010 20,010

TY 2025 InvestmentsGovtObligationsSch
Name:
BROOKLYN BENEVOLENT SOCIETY
EIN:
11-1661344
US Government Securities - End of Year Book Value:

150,186
US Government Securities - End of Year Fair Market Value:

150,186
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2025 InvestmentsOtherSchedule2
Name:
BROOKLYN BENEVOLENT SOCIETY
EIN:
11-1661344
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
DFA INFLATION-PROTECTED SEC FUND CL I (DIPSX) 23,364.389 SHARES FMV 259,578 259,578
FLAHERTY & CRUMRINE PFD & INCOME SECURITIES FUND (FFC) 6,000.000 SHARES FMV 99,060 99,060

TY 2025 LegalFeesSchedule
Name:
BROOKLYN BENEVOLENT SOCIETY
EIN:
11-1661344
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GENERAL AND ADMINISTRATIVE LEGAL COUNSEL 5,976 0   5,976


TY 2025 OtherAssetsSchedule
Name:
BROOKLYN BENEVOLENT SOCIETY
EIN:
11-1661344
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INTEREST 5,383 12,244 12,244


TY 2025 OtherDecreasesSchedule
Name:
BROOKLYN BENEVOLENT SOCIETY
EIN:
11-1661344
Description Amount
DEFERRED FEDERAL EXCISE TAX EXPENSE 3,205


TY 2025 OtherExpensesSchedule
Name:
BROOKLYN BENEVOLENT SOCIETY
EIN:
11-1661344
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 187 0   187
FILING FEES 250 0   250
INSURANCE EXPENSE 3,746 0   3,746
OFFICE AND OTHER EXPENSES 300 0   300
OTHER INVESTMENT EXPENSES 75 75   0


TY 2025 OtherIncomeSchedule2
Name:
BROOKLYN BENEVOLENT SOCIETY
EIN:
11-1661344
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
RESCINDED GRANTS 10,000   10,000


TY 2025 OtherIncreasesSchedule
Name:
BROOKLYN BENEVOLENT SOCIETY
EIN:
11-1661344
Description Amount
UNREALIZED APPRECIATION ON INVESTMENTS 230,561


TY 2025 OtherLiabilitiesSchedule
Name:
BROOKLYN BENEVOLENT SOCIETY
EIN:
11-1661344
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED FEDERAL EXCISE TAX 38,768 41,972


TY 2025 OtherProfessionalFeesSchedule
Name:
BROOKLYN BENEVOLENT SOCIETY
EIN:
11-1661344
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT AND ADVISORY 50,395 50,395   0


TY 2025 TaxesSchedule
Name:
BROOKLYN BENEVOLENT SOCIETY
EIN:
11-1661344
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 8,392 0   0
FOREIGN TAXES WITHHELD 1,594 1,594   0