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Nonprofit · EIN 04-2682392

ROBERT M BENNETT & MARJIE A BENNETT FOUNDATION

Tax-exempt · WOODLAND HILLS, CA 91367

Financials

$5.6M$705K2023$1.8M$725K2024
Revenue Expenses · by fiscal year end
Financials of ROBERT M BENNETT & MARJIE A BENNETT FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$1,793,533$724,716$1,068,817$9,650,560$41,555$9,609,005
December 31, 2023990-PF$5,565,311$705,342$4,859,969$8,540,188$0$8,540,188
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$357,881
Net gain from sales of assets
$1,435,652

Expenses

Grants and similar amounts paid
$600,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$600,000
Excise tax on investment income
$23,587

Balance sheet and other

Total assets, start of year
$8,540,188
Total assets, end of year
$9,650,560
Total liabilities, end of year
$41,555
Net assets, end of year
$9,609,005
Fair market value of assets
$12,800,712
Qualifying distributions
$600,000
Net investment income
$1,772,207

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
KELLY BENNETT
21600 OXNARD STREET SUITE 500, WOODLAND HILLS, CA 91367
FOUNDATION MANAGER1$0
GERALD W HRIBAL
21600 OXNARD STREET SUITE 500, WOODLAND HILLS, CA 91367
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
KELLY BENNETT
21600 OXNARD STREET SUITE 500, WOODLAND HILLS, CA 91367
FOUNDATION MANAGER1$0
GERALD W HRIBAL
21600 OXNARD STREET SUITE 500, WOODLAND HILLS, CA 91367
TRUSTEE1$0

Address and contacts

Address (IRS master file)
CO MHT LLP 21600 OXNARD ST 500, WOODLAND HILLS, CA 91367-0000
In care of
% MHT LLP
Signed the 990-PF
GERALD W HRIBAL, TRUSTEE
Phone
(818) 587-3730
Return prepared by
MELONI HRIBAL TRATNER LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 04-2682392 or by the name ROBERT M BENNETT & MARJIE A BENNETT FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-2682392
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
1979
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$9,650,560
Income (IRS master file)
$2,573,483

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$1,793,533$724,716$9,650,560IRS
990-PFDecember 2023$5,565,311$705,342$8,540,188XML
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 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 04-2682392).

Questions about ROBERT M BENNETT & MARJIE A BENNETT FOUNDATION

What is the EIN of ROBERT M BENNETT & MARJIE A BENNETT FOUNDATION?
The employer identification number (EIN) of ROBERT M BENNETT & MARJIE A BENNETT FOUNDATION is 04-2682392.
Is ROBERT M BENNETT & MARJIE A BENNETT FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
Are donations to ROBERT M BENNETT & MARJIE A BENNETT FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROBERT M BENNETT & MARJIE A BENNETT FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of ROBERT M BENNETT & MARJIE A BENNETT FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ROBERT M BENNETT & MARJIE A BENNETT FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of ROBERT M BENNETT & MARJIE A BENNETT FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does ROBERT M BENNETT & MARJIE A BENNETT FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,793,533, expenses of $724,716 and total assets of $9,650,560 at year end.

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