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Nonprofit · EIN 25-6276186

BENZ WILLIAM L & MARGARET L FDN

Tax-exempt · PITTSBURGH, PA 15230

Financials

$48K$204K2023$132K$210K2024
Revenue Expenses · by fiscal year end
Financials of BENZ WILLIAM L & MARGARET L FDN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2025990-PF$131,775$209,996-$78,221$3,447,343$0$3,447,343
May 31, 2024990-PF$48,358$203,851-$155,493$3,524,951$0$3,524,951
Financial details: 990-PF for the year ended May 31, 2025

Revenue

Dividends
$92,449
Net gain from sales of assets
$39,326

Expenses

Grants and similar amounts paid
$157,975
Compensation of officers, directors and key employees
$43,936
Disbursements for charitable purposes
$181,550
Excise tax on investment income
$1,448

Balance sheet and other

Total assets, start of year
$3,524,951
Total assets, end of year
$3,447,343
Total liabilities, end of year
$0
Net assets, end of year
$3,447,343
Fair market value of assets
$4,042,166
Qualifying distributions
$181,550
Net investment income
$131,775

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 May 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
BNY MELLON N A
PO BOX 185, PITTSBURGH, PA 152300185
TRUSTEE1$43,936
990-PF for the year ended May 31, 2024: 1 people
NameTitleHours / weekCompensation
BNY MELLON N A
PO BOX 185, PITTSBURGH, PA 152300185
TRUSTEE1$39,886

Address and contacts

Address (IRS master file)
PO BOX 185, PITTSBURGH, PA 15230-0185
Signed the 990-PF
MICHAEL STAGIS, VICE PRESIDENT
Phone
(412) 234-0023
Return prepared by
PWC US TAX 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 May, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026Not on file
2024May 31, 2025October 15, 2025990-PF on file
2023May 31, 2024October 15, 2024990-PF on file

IRS record

EIN
25-6276186
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
1987
Accounting year ends
May
Files
Form 990-PF
Assets (IRS master file)
$3,447,343
Income (IRS master file)
$758,775

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMay 2025$131,775$209,996$3,447,343IRS
990-PFMay 2024$48,358$203,851$3,524,951XML
990-PFMay 2023–––IRS
990-TMay 2023–––IRS
990-PFMay 2022–––IRS
990-TMay 2022–––IRS
990-PFMay 2021–––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 25-6276186).

Questions about BENZ WILLIAM L & MARGARET L FDN

What is the EIN of BENZ WILLIAM L & MARGARET L FDN?
The employer identification number (EIN) of BENZ WILLIAM L & MARGARET L FDN is 25-6276186.
Is BENZ WILLIAM L & MARGARET L FDN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to BENZ WILLIAM L & MARGARET L FDN tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BENZ WILLIAM L & MARGARET L FDN file?
Form 990-PF. Private foundations file every year.
When is the next return of BENZ WILLIAM L & MARGARET L FDN due?
The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BENZ WILLIAM L & MARGARET L FDN last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended May 2025.
Who are the officers and directors of BENZ WILLIAM L & MARGARET L FDN?
The 990-PF for the year ended May 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $43,936 (BNY MELLON N A, TRUSTEE).
How much revenue does BENZ WILLIAM L & MARGARET L FDN have?
On its 990-PF for the year ended May 31, 2025 it reported revenue of $131,775, expenses of $209,996 and total assets of $3,447,343 at year end.

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