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California · Nonprofit

BENEFICIAL RETURNS INC

BENEFICIAL RETURNS INC (California) receives grants from 4 organizations whose IRS filings report $141,079 to it, the largest being THE HARRY R HALLORAN JR CHARITABLE TRUST ($80,000). 0 of them have funded it in more than one year.

Revenue FY2025
$309k
Funders on record
4
Grants received
$141k
Net assets
$291k
0/4 repeat funders
01What it does

What Beneficial Returns Inc does

Mission

To reduce poverty and improve the natural environment, particularly in Latin America and Southeast Asia, through impact investing.

As stated on its FY2025 Form 990.

Programs

  1. This is our first year of operations and the organization did not have any program services this year.

    $0 spent
  2. This is our first year of operations and the organization did not have any program services this year.

    $0 spent
  3. Not described on the e-filed return.

    $0 spent

The 3 programs described on its FY2025 Form 990, listed largest first by expense. Program spending in total: $0.

02The organization over time

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Board chair

Michael Lebovitz

Board President

As listed on its FY2025 Form 990.

03Who funds it

Who funds it, year by year

2018 → 2023: the base held at 1 funder, grant income fell $80k → $3k.

Funder
'18
'21
'22
'23
total
SK2 Fundidentity?
$3k
funders
1
1
1
1

From the IRS filings of BENEFICIAL RETURNS INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

BENEFICIAL RETURNS INC leans on a few funders — its largest provides 57% of grant income and the top three 98%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

57%
largest funder
98%
top three
~2
effective funders

Largest funder’s share by year: 2018 100% · 2021 100% · 2022 100% · 2023 100% — broadly stable.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

BENEFICIAL RETURNS INC draws 65% of its grant income from funders outside California, across 4 states in all.

ID
WY
PA
CA

In-state vs out-of-state, by year

’18
’21
’22
’23
California out of state home

Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

BENEFICIAL RETURNS INC receives grants from 4 organizations whose IRS filings report $141k to it.

Operating margin94% · outside the comparable range
Months of reserve2232.5mo · outside the comparable range

this organization peer median middle 50% of peers· 4,237 philanthropy nonprofits $100k–$1M, FY2025

Organizations like BENEFICIAL RETURNS INC

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In California

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Governance

4
board members
100%
independent
–Conflict-of-interest policy–Whistleblower policy–Document retention✓Board reviewed the 990–Audited financials

Public support

0%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Screen this organization

A dated, signed PDF of the compliance screen for BENEFICIAL RETURNS INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds BENEFICIAL RETURNS INC?
BENEFICIAL RETURNS INC (California) receives grants from 4 organizations whose IRS filings report $141,079 to it, the largest being THE HARRY R HALLORAN JR CHARITABLE TRUST ($80,000). 0 of them have funded it in more than one year.
How many funders does BENEFICIAL RETURNS INC have?
IRS filings report 4 organizations giving $141,079 in grants to BENEFICIAL RETURNS INC.
Who is the largest funder of BENEFICIAL RETURNS INC?
THE HARRY R HALLORAN JR CHARITABLE TRUST is the largest funder on record, with $80,000 in grants. The full list of funders is on this page.
How can an organization like BENEFICIAL RETURNS INC find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in California. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds Beneficial Returns →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2025–2025), and the filings of 4 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing