2026-09-17T15:29:39-05:00 2025-12-31 871353108 EISNER ADVISORY GROUP LLC 202 CARNEGIE CENTER SUITE 300 PRINCETON NJ 08540 990 2025-01-01 203455598 BENEFITS DATA TRUST C/O LYNN E FELDMAN ESQ BENE 6105309285 2310 WALBERT AVENUE 103 ALLENTOWN PA 18104 LYNN E FELDMAN ESQ CHAPTER 7 BANKRUPTCY TRUSTEE 6105309285 2026-09-14 1 WILLIAM EPSTEIN P01307171 6099210900 2026-09-14 2025 LYNN E FELDMAN ESQ 2310 WALBERT AVENUE 103 ALLENTOWN PA 18104 645721 0 X N/A X 2005 PA THE ORGANIZATION WAS FORMED TO TRANSFORM HOW INDIVIDUALS IN NEED ACCESS ESSENTIAL BENEFITS. ON OCTOBER 11, 2024 BENEFITS DATA TRUST FILED A VOLUNTARY PETITION FOR RELIEF UNDER CHAPTER 7 OF THE BANKRUPTCY CODE WITH THE UNITED BANKRUPTCY COURT FOR THE EASTERN DISTRICT OF PENNSYLVANIA. X 0 0 0 0 0 0 757121 0 4958150 0 231133 -4518235 0 645721 5946404 -3872514 0 0 0 0 17004046 0 0 0 0 6863390 275855 23867436 275855 -17921032 -4148369 13801160 5252649 8129689 3729547 5671471 1523102 X BENEFITS DATA TRUST WAS A NOT-FOR-PROFIT ORGNIAZATION COMMITTED TO TRANSFORMING HOW INDIVIDUALS IN NEED ACCESS ESSENTIAL BENEFITS AND SERVICES. THE ORGANIZATION CEASED OPERATIONS AS OF OCTOBER 7, 2024 AND FILED A VOLUNTARY PETITION FOR RELIEF UNDER CHAPTER 7 OF THE BANKRUPTCY CODE WITH THE UNITED STATES BANKRUPTCY COURT FOR THE EASTERN DISTRICT OF PENNSYLVANIA ON OCTOBER 11, 2024. 0 1 NO PROGRAM SERVICES WERE CONDUCTED DURING 2025. 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 0 0 1 1 0 0 0 CA CO CT IN LA MD MI MN NH NJ NY NC ND OK PA RI SC TX VA WA X LYNN E FELDMAN ESQUIRE 6105309285 2310 WALBERT AVE STE 103 ALLENTOWN PA 18104 X LYNN E FELDMAN ESQ BANKRUPTCY TRUSTEE 2.00 X 0 0 0 0 0 0 0 0 0 0 DUANE MORRIS LLP 30 SOUTH 17TH ST PHILADELPHIA PA 19103 LEGAL 119600 1 X 4518235 -4518235 -4518235 -4518235 GAIN ON EXTINGUISHMENT OF OPERATI 900099 546054 546054 SETTLEMENT OF CLAIM 900099 99667 99667 645721 -3872514 0 0 -3872514 X 119600 119600 81213 81213 38880 38880 12298 12298 BANK CHARGES 23864 23864 275855 0 275855 0 3436843 4440054 151720 0 3801805 679047 144407 133548 0 0 4518235 0 1748150 0 13801160 5252649 5785486 3729547 2344203 0 8129689 3729547 X 5671471 1523102 5671471 1523102 13801160 5252649 -4148369 0 X 0 0 0 X 13894661 32534625 15067912 757121 0 62254319 14286156 12937546 12811239 4958150 0 44993091 28180817 45472171 27879151 5715271 107247410 9765964 29821471 9866851 1621809 51076095 0 9765964 29821471 9866851 1621809 51076095 56171315 103509 491574 494812 231133 0 1321028 103509 491574 494812 231133 1321028 58 15535 170011 99667 285271 28284384 45979280 28543974 5946404 99667 108853709 0.51600 0.51590 0.01210 0.01030 X 1000000 1000000 0 0 2000000 3000000 2425 32000 0 0 34425 250000 250000 0 0 500000 750000 245 0 0 245 CASH - BANK SERVICE FEES UNDER 11 USC SEC. 330(A)(1)(B), 503(B)(1) AND 507(A)(2) 26072 CASH AXOS PO BOX 509127 SAN DIEGO CA 92150 CASH - OPERATING EXPENSES 2025-05-19 2962 CASH ABILIA PO BOX 737451 DALLAS TX 75373 CASH - CONSULTING FEES 28880 CASH WENDY STARNER 4558 CARLISLE PIKE NEW OXFORD PA 17350 CASH - FINAL DISTRIBUTION TO CREDITOR FOR LEGAL SERVICESS 2025-09-30 119600 CASH DUANE MORRIS LLP 30 SOUTH 17TH STREET PHILADELPHIA PA 19103 CASH - ACCOUNTING FEES 2025-09-30 81213 CASH EISNER ADVISORY GROUP LLC 733 THIRD AVENUE NEW YORK NY 10017 CASH - INSURANCE PAYMENT 2025-08-01 12298 CASH INTERNATIONAL SURITIES STE 420 701 POYDRAS ST NEW ORLEANS LA 70139 CASH - INVOICES PURSUANT TO COURT ORDER 9237 CASH IRON MOUNTAIN PO BOX 27128 NEW YORK NY 10087 CASH - OPERATING EXPENSES 2025-09-15 6872 CASH MOMENTIVE SOFTWARE PO BOX 737451 DALLAS TX 75373 CASH - OPERATING EXPENSES 2025-05-01 3980 CASH SALESFORCE INC PO BOX 203141 DALLAS TX 75320 CASH - ADMINISTRATIVE CLAIM 2025-06-25 298496 CASH NG 1500 MARKET STREET LLC LOCKBOX 825518 525 FELLOWSHIP MT LAUREL NJ 08054 CASH - VARIOUS CREDITOR CLAIMS PER COURT ORDERS 1734391 CASH ABANDONMENT OF FIXED ASSETS 2025-01-01 4518235 ORIGINAL COST BASIS OF CAPITAL ASSETS: $14,347,757ACCUMULATED DEPRECIATION: $9,829,522LOSS ON ABANDONMENT OF FIXED ASSETS: $4,518,235 0 0 0 0 FORM 990, PART III, LINE 3 THE ORGANIZATION CEASED OPERATIONS ON OCTOBER 7, 2024 AND FILED FOR CHAPTER 7 BANKRUPTCY ON OCTOBER 11, 2024. AS OF OCTOBER 7, 2024, ALL EMPLOYEES, OFFICERS AND DIRECTORS WERE TERMINATED. CONTROL OVER ASSETS AND MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS, TRUSTEES OR KEY EMPLOYEES WERE DELEGATED TO LYNN E. FELDMAN, ESQ., WHO WAS APPOINTED CHAPTER 7 BANKRUPTCY TRUSTEE. SEE ATTACHED PETITION. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION CEASED OPERATIONS ON OCTOBER 7, 2024 AND FILED FOR CHAPTER 7 BANKRUPTCY ON OCTOBER 11, 2024. AS OF OCTOBER 7, 2024, ALL EMPLOYEES, OFFICERS AND DIRECTORS WERE TERMINATED. CONTROL OVER ASSETS AND MANAGEMENT DUTIES CUTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS, TRUSTEES OR KEY EMPLOYEES WERE DELEGATED TO LYNN E. FELDMAN, ESQ., WHO WAS APPOINTED CHAPTER 7 BANKRUPTCY TRUSTEE. SEE ATTACHED PETITION. FORM 990, PART VI, SECTION A, LINE 7B THE ORGANIZATION FILED FOR CHAPTER 7 BANKRUPTCY ON OCTOBER 11, 2024 AND LYNN E. FELDMAN, ESQ. WAS APPOINTED CHAPTER 7 BANKRUPTCY TRUSTEE. AS A RESULT, ALL GOVERNANCE DECISIONS ARE RESERVED FOR THE TRUSTEE ALONG WITH CUSTODY OF THE ORGANIZATION'S ASSETS. FORM 990, PART VI, SECTION A, LINE 8A THE ORGANIZATION FILED FOR CHAPTER 7 BANKRUPTCY ON OCTOBER 11, 2024 AND LYNN E. FELDMAN, ESQ. WAS APPOINTED CHAPTER 7 BANKRUPTCY TRUSTEE. AS A RESULT, ALL GOVERNANCE DECISIONS ARE RESERVED FOR THE TRUSTEE. THERE WERE NO MEETINGS HELD OR WRITTEN ACTIONS UNDERTAKEN DURING THE YEAR. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION FILED FOR CHAPTER 7 BANKRUPTCY ON OCTOBER 11, 2024 AND LYNN E. FELDMAN, ESQ. WAS APPOINTED CHAPTER 7 BANKRUPTCY TRUSTEE. AS A RESULT, ALL GOVERNANCE DECISIONS ARE RESERVED FOR THE TRUSTEE AND THERE WERE NO COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B 990 REVIEW THE FORM 990 IS PREPARED BY THE INDEPENDENT ACCOUNTANT AND REVIEWED BY THE CHAPTER 7 BANKRUPTCY TRUSTEE. FORM 990, PART VI, SECTION B, LINE 12 THE ORGANIZATION CEASED OPERATIONS ON OCTOBER 7, 2024 AS A RESULT OF FILING FOR CHAPTER 7 BANKRUPTCY ON OCTOBER 11, 2024. AS OF OCTOBER 7, 2024, ALL EMPLOYEES, OFFICERS AND DIRECTORS WERE TERMINATED. CONTROL OVER ASSETS AND MANAGEMENT DUTITES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS, TRUSTEES OR KEY EMPLOYEES WERE DELEGATED TO LYNN E. FELDMAN, ESQ., WHO WAS APPOINTED CHAPTER 7 BANKRUPTCY TRUSTEE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION CEASED OPERATIONS ON OCTOBER 7, 2024 AS A RESULT OF FILING FOR CHAPTER 7 BANKRUPTCY ON OCTOBER 11, 2024. AS OF OCTOBER 7, 2024, ALL EMPLOYEES, OFFICERS AND DIRECTORS WERE TERMINATED. CONTROL OVER ASSETS AND MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS, TURSTEES OR KEY EMPLOYEES WERE DELEGATED TO LYNN E. FELDMAN, ESQ., WHO WAS APPOINTED CHAPTER 7 BANKRUPTCY TRUSTEE. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS UPON REQUEST. FORM 990, PART VIII, LINE 7D AS OF JANUARY 1, 2025, THE FOUNDATION DETERMINED THAT CERTAIN FIXED ASSETS WERE NO LONGER RECOVERABLE AS A RESULT OF FILING FOR CHAPTER 7 BANKRUPTCY AND PERMANENTLY ABANDONED THE ASSETS. THE ABANDONED ASSETS HAD AN ORIGINAL COST BASIS OF $14,347,757 AND ACCUMULATED DEPRECIATION OF $9,829,522 RESULTING IN AN ABANDONMENT LOSS OF $4,518,235. THE BREAKOUT OF THE FIXED ASSETS ORIGINAL COST BASIS AND ACCUMULATED DEPRECIATION IS AS FOLLOWS: FURNITURE AND FIXTURES: COST BASIS $636,853, ACCUMULATED DEPRECIATION $636,165 LEASEHOLD IMPROVEMENTS: COST BASIS $3,276,879, ACCUMULATED DEPRECIATION $2,186,768 COMPUTERS AND EQUIPMENT: COST BASIS $450,378, ACCUMULATED DEPRECIATION $441,750 SOFTWARE AND LICENSES: COST BASIS $9,983,647, ACCUMULATED DEPRECIATION $6,564,839 FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 38,880. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 38,880.