Nonprofit · EIN 38-3507162
BENJAMIN & MARION BREGI FOUNDATION INC
Tax-exempt · TRAVERSE CITY, MI 49686
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $105,429 | $88,985 | $16,444 | $857,658 | $0 | $857,658 |
| December 31, 2024 | 990-PF | $89,956 | $109,155 | -$19,199 | $841,846 | $0 | $841,846 |
| December 31, 2023 | 990-PF | $11,154 | $108,886 | -$97,732 | $861,398 | $0 | $861,398 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $26,626
- Interest
- $1,392
- Net gain from sales of assets
- $73,057
- Other income
- $4,354
Expenses
- Grants and similar amounts paid
- $48,000
- Disbursements for charitable purposes
- $62,530
- Excise tax on investment income
- $1,098
Balance sheet and other
- Total assets, start of year
- $841,846
- Total assets, end of year
- $857,658
- Total liabilities, end of year
- $0
- Net assets, end of year
- $857,658
- Fair market value of assets
- $1,230,637
- Qualifying distributions
- $62,530
- Net investment income
- $105,429
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Curtis DeRoo 1026 Bedford Rd, Grosse Pointe, MI 48230 | Secretary | 0.5 | $0 |
| Nancy Bregi Zimmer 15149 Dunn Dr, Traverse City, MI 49686 | President | 0.5 | $0 |
| James F Bregi Sr 2630 Vagabond Lane, Plymouth, MN 55447 | Vice President | 0.5 | $0 |
| Curtis DeRoo 1026 Bedford Rd, Grosse Pointe, MI 48230 | Director | 0.5 | $0 |
| James F Bregi Sr 2630 Vagabond Lane, Plymouth, MN 55447 | Director | 0.5 | $0 |
| Nancy Bregi Zimmer 15149 Dunn Dr, Traverse City, MI 49686 | Director | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Curtis DeRoo 1026 Bedford Rd, Grosse Pointe, MI 48230 | Secretary | 0.5 | $0 |
| Nancy Bregi Zimmer 15149 Dunn Dr, Traverse City, MI 49686 | President | 0.5 | $0 |
| James F Bregi Sr 2630 Vagabond Lane, Plymouth, MN 55447 | Vice President | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Curtis DeRoo 1026 Bedford Rd, Grosse Pointe, MI 48230 | Secretary | 0.5 | $0 |
| Nancy Bregi Zimmer 15149 Dunn Dr, Traverse City, MI 49686 | President | 0.5 | $0 |
| James F Bregi Sr 2630 Vagabond Lane, Plymouth, MN 55447 | Vice President | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 15149 DUNN DR, TRAVERSE CITY, MI 49686-9727
- In care of
- % CURTIS J DEROO
- Signed the 990-PF
- Curtis DeRoo, Secretary
- Phone
- (231) 223-4167
- Return prepared by
- Kerr Russell and Weber PLC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 38-3507162
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $857,658
- Income (IRS master file)
- $196,422
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $105,429 | $88,985 | $857,658 | IRS |
| 990-PF | December 2024 | $89,956 | $109,155 | $841,846 | IRS |
| 990-PF | December 2023 | $11,154 | $108,886 | $861,398 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 38-3507162).
Questions about BENJAMIN & MARION BREGI FOUNDATION INC
- What is the EIN of BENJAMIN & MARION BREGI FOUNDATION INC?
- The employer identification number (EIN) of BENJAMIN & MARION BREGI FOUNDATION INC is 38-3507162.
- Is BENJAMIN & MARION BREGI FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to BENJAMIN & MARION BREGI FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BENJAMIN & MARION BREGI FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BENJAMIN & MARION BREGI FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BENJAMIN & MARION BREGI FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of BENJAMIN & MARION BREGI FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does BENJAMIN & MARION BREGI FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $105,429, expenses of $88,985 and total assets of $857,658 at year end.
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