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Nonprofit · EIN 23-6965187

THEODORA B BETZ FOUNDATION

Also known as BISHOP JANE TTEE

Tax-exempt · PHILADELPHIA, PA 19103

Financials

$84K$148K2022$240K$259K2024
Revenue Expenses · by fiscal year end
Financials of THEODORA B BETZ FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2025990-PF$239,619$258,745-$19,126$3,048,879$0$3,048,879
April 30, 2023990-PF$84,307$147,644-$63,337$3,036,244$0$3,036,244
Financial details: 990-PF for the year ended April 30, 2025

Revenue

Dividends
$133,603
Net gain from sales of assets
$106,016

Expenses

Grants and similar amounts paid
$144,000
Compensation of officers, directors and key employees
$10,000
Disbursements for charitable purposes
$144,000
Excise tax on investment income
$3,331

Balance sheet and other

Total assets, start of year
$3,068,005
Total assets, end of year
$3,048,879
Total liabilities, end of year
$0
Net assets, end of year
$3,048,879
Fair market value of assets
$3,289,059
Qualifying distributions
$144,000
Net investment income
$239,619

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 April 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
HENRY KWIECINSKI
1617 JOHN F KENNEDY BLVD SUITE 480, PHILADELPHIA, PA 19103
TRUSTEE3$10,000
JOHN C HOOK
2005 MARKET STREET SUITE 2600, PHILADELPHIA, PA 19103
TRUSTEE3$0
990-PF for the year ended April 30, 2023: 3 people
NameTitleHours / weekCompensation
GEORGE NOFER DECEASED 41921
365 FOX HOUND DRIVE, LAFAYETTE HILL, PA 19444
TRUSTEE3$0
HENRY KWIECINSKI
1617 JOHN F KENNEDY BLVD SUITE 480, PHILADELPHIA, PA 19103
TRUSTEE3$0
JOHN C HOOK
2005 MARKET STREET SUITE 2600, PHILADELPHIA, PA 19103
TRUSTEE3$0

Address and contacts

Address (IRS master file)
CO J HOOK 2005 MARKET ST 2600, PHILADELPHIA, PA 19103-0000
In care of
% HENRY KWIECINSKI
Signed the 990-PF
JOHN C HOOK, TRUSTEE
Phone
(215) 564-8057
Return prepared by
STRADLEY RONON STEVENS & YOUNG LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026Not on file
2024April 30, 2025September 15, 2025990-PF on file
2023April 30, 2024September 16, 2024Check at the IRS

IRS record

EIN
23-6965187
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
1990
Accounting year ends
April
Files
Form 990-PF
Assets (IRS master file)
$3,048,879
Income (IRS master file)
$1,975,349

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFApril 2025$239,619$258,745$3,048,879XML
990-PFApril 2023$84,307$147,644$3,036,244XML
990-PFApril 2022–––IRS
990-PFApril 2021–––IRS
990-PFApril 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 23-6965187).

Questions about THEODORA B BETZ FOUNDATION

What is the EIN of THEODORA B BETZ FOUNDATION?
The employer identification number (EIN) of THEODORA B BETZ FOUNDATION is 23-6965187.
Is THEODORA B BETZ FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
Are donations to THEODORA B BETZ FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THEODORA B BETZ FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THEODORA B BETZ FOUNDATION due?
The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THEODORA B BETZ FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended April 2025.
Who are the officers and directors of THEODORA B BETZ FOUNDATION?
The 990-PF for the year ended April 30, 2025 lists 2 people; 1 received compensation from the organization, the highest $10,000 (HENRY KWIECINSKI, TRUSTEE).
How much revenue does THEODORA B BETZ FOUNDATION have?
On its 990-PF for the year ended April 30, 2025 it reported revenue of $239,619, expenses of $258,745 and total assets of $3,048,879 at year end.

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