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Nonprofit · EIN 46-4196513

JAMES AND AMY BENNETT FOUNDATION

Tax-exempt · MIAMI BEACH, FL 33139

Financials

$324K$782K2023$6.2M$820K2024$408K$1.2M2025
Revenue Expenses · by fiscal year end
Financials of JAMES AND AMY BENNETT FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$408,174$1,228,661-$820,487$16,555,233$0$16,555,233
December 31, 2024990-PF$6,190,388$820,020$5,370,368$17,375,720$0$17,375,720
December 31, 2023990-PF$324,026$781,761-$457,735$12,005,352$0$12,005,352
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$409,747
Interest
$16,210
Net gain from sales of assets
-$17,783

Expenses

Grants and similar amounts paid
$1,187,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$1,195,113
Excise tax on investment income
$24,710

Balance sheet and other

Total assets, start of year
$17,375,720
Total assets, end of year
$16,555,233
Total liabilities, end of year
$0
Net assets, end of year
$16,555,233
Fair market value of assets
$25,381,415
Qualifying distributions
$1,195,113
Net investment income
$1,807,689

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.

NameTitleHours / weekCompensation
AMY C BENNETT
350 LINCOLN ROAD 2ND FLOOR, MIAMI BEACH, FL 33139
PRESIDENT1$0
JAMES D BENNETT
350 LINCOLN ROAD 2ND FLOOR, MIAMI BEACH, FL 33139
CHAIRMAN1$0
LORI PENCHUK
350 LINCOLN ROAD 2ND FLOOR, MIAMI BEACH, FL 33139
SECRETARY, TREASURER1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
AMY C BENNETT
1111 LINCOLN ROAD, MIAMI BEACH, FL 33139
PRESIDENT1$0
JAMES D BENNETT
1111 LINCOLN ROAD, MIAMI BEACH, FL 33139
CHAIRMAN1$0
LORI PENCHUK
1111 LINCOLN ROAD, MIAMI BEACH, FL 33139
SECRETARY, TREASURER1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
AMY C BENNETT
1111 LINCOLN ROAD, MIAMI BEACH, FL 33139
PRESIDENT1$0
JAMES D BENNETT
1111 LINCOLN ROAD, MIAMI BEACH, FL 33139
CHAIRMAN1$0
LORI PENCHUK
1111 LINCOLN ROAD, MIAMI BEACH, FL 33139
SECRETARY, TREASURER1$0

Address and contacts

Address (IRS master file)
350 LINCOLN ROAD 2ND FLOOR, MIAMI BEACH, FL 33139-3183
In care of
% JAMES BENNETT
Signed the 990-PF
JAMES BENNETT, CHAIRMAN
Phone
(786) 348-2899
Return prepared by
COHNREZNICK ADVISORY LLC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
46-4196513
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
2014
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B99)
Assets (IRS master file)
$16,555,233
Income (IRS master file)
$2,767,564

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$408,174$1,228,661$16,555,233XML
990-PFDecember 2024$6,190,388$820,020$17,375,720XML
990-PFDecember 2023$324,026$781,761$12,005,352XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 46-4196513).

Questions about JAMES AND AMY BENNETT FOUNDATION

What is the EIN of JAMES AND AMY BENNETT FOUNDATION?
The employer identification number (EIN) of JAMES AND AMY BENNETT FOUNDATION is 46-4196513.
Is JAMES AND AMY BENNETT FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
Are donations to JAMES AND AMY BENNETT FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JAMES AND AMY BENNETT FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JAMES AND AMY BENNETT 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 JAMES AND AMY BENNETT 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 JAMES AND AMY BENNETT FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does JAMES AND AMY BENNETT FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $408,174, expenses of $1,228,661 and total assets of $16,555,233 at year end.

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