Nonprofit · EIN 20-4894062
BENNETT FAMILY FOUNDATION
Tax-exempt · SANTA FE, NM 87505
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $289,279 | $29,526 | $259,753 | $929,684 | $0 | $929,684 |
| December 31, 2024 | 990-PF | $85,948 | $12,620 | $73,328 | $687,216 | $0 | $687,216 |
| December 31, 2023 | 990-PF | $23,977 | $52,688 | -$28,711 | $676,415 | $0 | $676,415 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $20,000
- Dividends
- $38,561
- Net gain from sales of assets
- $230,718
Expenses
- Grants and similar amounts paid
- $28,750
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $29,526
- Excise tax on investment income
- $3,732
Balance sheet and other
- Total assets, start of year
- $687,216
- Total assets, end of year
- $929,684
- Total liabilities, end of year
- $0
- Net assets, end of year
- $929,684
- Fair market value of assets
- $1,376,579
- Qualifying distributions
- $29,526
- Net investment income
- $269,279
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Penny Bennett 18A N Cloudstone Dr, Santa Fe, NM 87505 | President | 1 | $0 |
| David Bennett 18A N Cloudstone Dr, Santa Fe, NM 87505 | Treasurer | 1 | $0 |
| Kyle Bennett 48 Smythe Ave, Greenville, SC 29605 | Director | 0.5 | $0 |
| Alexandra Bennett Ray 5446 8th St Unit 14, Carpinteria, CA 93013 | Director | 0.5 | $0 |
| William Ray 5446 th St Unit 14, Carpinteria, CA 93013 | Director | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Penny Bennett 18A N Cloudstone Dr, Santa Fe, NM 87505 | President | 1 | $0 |
| David Bennett 18A N Cloudstone Dr, Santa Fe, NM 87505 | Treasurer | 1 | $0 |
| Kyle Bennett 48 Smythe Ave, Greenville, SC 29605 | Director | 0.5 | $0 |
| Alexandra Bennett Ray 5446 8th St Unit 14, Carpinteria, CA 93013 | Director | 0.5 | $0 |
| William Ray 5446 th St Unit 14, Carpinteria, CA 93013 | Director | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Penny Bennett 18A N Cloudstone Dr, Santa Fe, NM 87505 | President | 1 | $0 |
| David Bennett 18A N Cloudstone Dr, Santa Fe, NM 87505 | Treasurer | 1 | $0 |
| Kyle Bennett 111 Crane Ave, Greenville, SC 29617 | Director | 0.5 | $0 |
| Alexandra Bennett Ray 5446 8th St Unit 14, Carpinteria, CA 93013 | Director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 18A N CLOUDSTONE DR, SANTA FE, NM 87505-8192
- In care of
- % PENNY BENNETT
- Signed the 990-PF
- David Bennett, Treasurer
- Phone
- (616) 942-4000
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-4894062
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $929,684
- Income (IRS master file)
- $438,095
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $289,279 | $29,526 | $929,684 | XML |
| 990-PF | December 2024 | $85,948 | $12,620 | $687,216 | XML |
| 990-PF | December 2023 | $23,977 | $52,688 | $676,415 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-4894062).
Questions about BENNETT FAMILY FOUNDATION
- What is the EIN of BENNETT FAMILY FOUNDATION?
- The employer identification number (EIN) of BENNETT FAMILY FOUNDATION is 20-4894062.
- Is BENNETT FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to BENNETT FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BENNETT FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BENNETT FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BENNETT FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of BENNETT FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does BENNETT FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $289,279, expenses of $29,526 and total assets of $929,684 at year end.
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