Nonprofit · EIN 87-4135491
ROBERT H AND SHIRLEY E FOUNDATION
Tax-exempt · HONOLULU, HI 96826
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $5,477 | $6,131 | -$654 | $75,907 | $0 | $75,907 |
| December 31, 2024 | 990-PF | $24,254 | $4,576 | $19,678 | $76,561 | $0 | $76,561 |
| December 31, 2023 | 990-PF | $21,720 | $4,523 | $17,197 | $56,883 | $0 | $56,883 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $2,250
- Net gain from sales of assets
- $3,227
Expenses
- Grants and similar amounts paid
- $3,000
- Disbursements for charitable purposes
- $3,326
- Excise tax on investment income
- $4
Balance sheet and other
- Total assets, start of year
- $76,561
- Total assets, end of year
- $75,907
- Total liabilities, end of year
- $0
- Net assets, end of year
- $75,907
- Fair market value of assets
- $88,311
- Qualifying distributions
- $3,326
- Net investment income
- $2,299
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 |
|---|---|---|---|
| VICKI BENTZIEN 2499 KAPIOLANI BLVD APT 3901, HONOLULU, HI 96826 | PRESIDENT | 0 | $0 |
| WAYNE YOSHIOKA 2499 KAPIOLANI BLVD APT 3901, HONOLULU, HI 96826 | VP SECTY TRE | 0 | $0 |
| DON BENTZIEN W316N7397 NELSON DRIVE, HARTLAND, WI 53029 | ASSISTANT VP | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VICKI BENTZIEN 2499 KAPIOLANI BLVD APT 3901, HONOLULU, HI 96826 | PRESIDENT | 0 | $0 |
| WAYNE YOSHIOKA 2499 KAPIOLANI BLVD APT 3901, HONOLULU, HI 96826 | VP SECTY TRE | 0 | $0 |
| DON BENTZIEN W316N7397 NELSON DRIVE, HARTLAND, WI 53029 | ASSISTANT VP | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VICKI BENTZIEN 2499 KAPIOLANI BLVD APT 3901, HONOLULU, HI 96826 | PRESIDENT | 0 | $0 |
| WAYNE YOSHIOKA 2499 KAPIOLANI BLVD APT 3901, HONOLULU, HI 96826 | VP SECTY TRE | 0 | $0 |
| DON BENTZIEN W316N7397 NELSON DRIVE, HARTLAND, WI 53029 | ASSISTANT VP | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2499 KAPIOLANI BLVD APT 3901, HONOLULU, HI 96826-5341
- Signed the 990-PF
- WAYNE YOSHIOKA, VP SECTY TREASURER
- Phone
- (808) 342-6565
- Return prepared by
- GEORGE F ROBERTS CPA 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 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
- 87-4135491
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B40)
- Assets (IRS master file)
- $75,907
- Income (IRS master file)
- $29,358
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $5,477 | $6,131 | $75,907 | IRS |
| 990-PF | December 2024 | $24,254 | $4,576 | $76,561 | IRS |
| 990-PF | December 2023 | $21,720 | $4,523 | $56,883 | XML |
| 990-PF | December 2022 | – | – | – | 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 87-4135491).
Questions about ROBERT H AND SHIRLEY E FOUNDATION
- What is the EIN of ROBERT H AND SHIRLEY E FOUNDATION?
- The employer identification number (EIN) of ROBERT H AND SHIRLEY E FOUNDATION is 87-4135491.
- Is ROBERT H AND SHIRLEY E FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to ROBERT H AND SHIRLEY E FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT H AND SHIRLEY E FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT H AND SHIRLEY E FOUNDATION 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 ROBERT H AND SHIRLEY E FOUNDATION 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 ROBERT H AND SHIRLEY E FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does ROBERT H AND SHIRLEY E FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $5,477, expenses of $6,131 and total assets of $75,907 at year end.
Other nonprofits in HONOLULU
- TRUSTEES OF THE ESTATE OF BERNICE PAUAHI BISHOP EIN 99-0073480 · last filed 990 for 2025
- PUNAHOU SCHOOL EIN 99-0073523 · last filed 990 for 2025
- HAWAII PACIFIC UNIVERSITY EIN 99-0113930 · last filed 990 for 2025
- IOLANI SCHOOL EIN 99-0073502 · last filed 990 for 2025
- CHAMINADE UNIVERSITY OF HONOLULU EIN 99-0272261 · last filed 990 for 2025
- HAWAII 3RS EIN 43-1990722 · last filed 990 for 2024
- KEIKI O KA AINA PRESCHOOL INC EIN 99-0327534 · last filed 990 for 2025
- ASSETS SCHOOL EIN 99-6001152 · last filed 990 for 2025