Nonprofit · EIN 20-0219069
DRS MARIE UBERTI BENZ AND ROBERT L BENZ FOUNDATION
Tax-exempt · NARBERTH, PA 19072
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | -$331 | $33,245 | -$33,576 | $563,909 | $0 | $563,909 |
| August 31, 2024 | 990-PF | $33,358 | $30,534 | $2,824 | $597,485 | $0 | $597,485 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $30,694
- Net gain from sales of assets
- -$31,025
Expenses
- Grants and similar amounts paid
- $30,507
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $31,507
- Excise tax on investment income
- $409
Balance sheet and other
- Total assets, start of year
- $597,485
- Total assets, end of year
- $563,909
- Total liabilities, end of year
- $0
- Net assets, end of year
- $563,909
- Fair market value of assets
- $707,191
- Qualifying distributions
- $31,507
- Net investment income
- $30,694
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR MARIE UBERTI BENZ 301 S WOODBINE AVE, PENN VALLEY, PA 19072 | TRUSTEE | 1 | $0 |
| DR ROBERT L BENZ 301 S WOODBINE AVE, PENN VALLEY, PA 19072 | TRUSTEE | 1 | $0 |
990-PF for the year ended August 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR MARIE UBERTI BENZ 301 S WOODBINE AVE, PENN VALLEY, PA 19072 | TRUSTEE | 1 | $0 |
| DR ROBERT L BENZ 301 S WOODBINE AVE, PENN VALLEY, PA 19072 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 345, NARBERTH, PA 19072-0345
- In care of
- % COZEN OCONNOR
- Signed the 990-PF
- MARIE BENZ, TRUSTEE
- Phone
- (610) 453-0354
- Return prepared by
- ISDANER & COMPANY 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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 20-0219069
- 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
- 2003
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $563,909
- Income (IRS master file)
- $58,850
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | -$331 | $33,245 | $563,909 | XML |
| 990-PF | August 2024 | $33,358 | $30,534 | $597,485 | XML |
| 990-PF | August 2023 | $31,837 | $38,191 | $594,661 | IRS |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 2019 | – | – | – | 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 20-0219069).
Questions about DRS MARIE UBERTI BENZ AND ROBERT L BENZ FOUNDATION
- What is the EIN of DRS MARIE UBERTI BENZ AND ROBERT L BENZ FOUNDATION?
- The employer identification number (EIN) of DRS MARIE UBERTI BENZ AND ROBERT L BENZ FOUNDATION is 20-0219069.
- Is DRS MARIE UBERTI BENZ AND ROBERT L BENZ FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to DRS MARIE UBERTI BENZ AND ROBERT L BENZ FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DRS MARIE UBERTI BENZ AND ROBERT L BENZ FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DRS MARIE UBERTI BENZ AND ROBERT L BENZ FOUNDATION due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DRS MARIE UBERTI BENZ AND ROBERT L BENZ FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of DRS MARIE UBERTI BENZ AND ROBERT L BENZ FOUNDATION?
- The 990-PF for the year ended August 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does DRS MARIE UBERTI BENZ AND ROBERT L BENZ FOUNDATION have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of -$331, expenses of $33,245 and total assets of $563,909 at year end.
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