2020-11-23T16:03:43-06:00 2020-08-31 236410283 ISDANER & COMPANY LLC THREE BALA PLAZA SUITE 501 WEST BALA CYNWYD PA 190043484 990PF 2019-09-01 200219069 DRS MARIE UBERTI BENZ AND ROBERT L BENZ FOUNDATION DRSM 6104530354 PO BOX 345 NARBERTH PA 19072 MARIE BENZ TRUSTEE 6104530354 2020-11-11 1 EDWARD W DORAN CPA P00841330 6106684200 100.19.81.45 2020-11-11 09:08:07 ES P 291443FCD1D7F15528A9C8E19C62541F9C19AEBE 9C6534ECA8581E3D8C63CA8818AE5741389B119A 2019 2021-04-22 16:20:28Z X 748610 X X 34657 34657 -15568 20355 0 19089 34657 0 0 0 2250 1125 1125 694 0 0 2944 1125 1125 32600 32600 35544 1125 33725 -16455 33532 4257 14205 14205 81220 81220 94558 259989 233586 271461 282135 282135 368386 627601 611146 748610 0 0 X -116752 -116752 0 0 744353 727898 627601 611146 627601 611146 627601 -16455 0 611146 0 611146 JPMORGAN CHASE 5.45% P 2010-12-31 2019-12-05 5000 5000 0 0 JPMORGAN CHASE 6.125% P 2015-02-05 2020-03-02 10000 10000 0 0 WELLS FARGO P 2010-12-31 2020-03-17 4175 4175 0 0 OBSIDIAN ENERGY P 2010-12-31 2020-08-13 14 8792 -8778 -8778 CHESAPEAKE ENERGY CORP P 2010-12-31 2020-04-15 7 2783 -2776 -2776 NATIONAL OILWELL VARCO INC P 2010-12-31 2020-08-13 994 4684 -3690 -3690 NOW INC P 2010-12-31 2020-08-13 162 489 -327 -327 NAVIOS MARITIME CONTAINERS P 2010-12-31 2020-08-13 2 2 2 HERMITAGE OFFSHORE P 2010-12-31 2020-08-13 1 1 1 -15568 0 32856 691605 0.047507 27504 692016 0.039745 34281 678659 0.050513 40148 672289 0.059718 30722 677544 0.045343 0.242826 0.048565 736295 35758 335 36093 33725 671 0 671 0 671 688 0 0 688 0 17 17 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A MARIE ROBERT BENZ 6104530354 301 S WOODBINE AVE PENN VALLEY PA 19072 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DR MARIE UBERTI BENZ 301 S WOODBINE AVE PENN VALLEY PA 19072 TRUSTEE 1.00 0 0 0 DR ROBERT L BENZ 301 S WOODBINE AVE PENN VALLEY PA 19072 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 N/A 0 0 722313 25195 0 747508 0 0 747508 11213 736295 36815 36815 671 671 36144 0 36144 0 36144 33725 0 33725 0 33725 36144 32211 0 0 33725 32211 0 0 1514 0 0 0 0 0 0 0 0 34630 0 0 0 DR MARIE UBERTI BENZ DR ROBERT L BENZ DRS MARIE UBERTI BENZ ROBERT L BENZ 301 S WOODBINE AVE PENN VALLEY PA 19072 6104530354 THE FOUNDATION HAS NO REQUIRED FORM. ALL INFORMATION THAT THE REQUESTING ORGANIZATION DEEMS APPROPRIATE SHOULD BE SUBMITTED. NONE THERE ARE NO RESTRICTIONS OR LIMITATIONS ON AWARDS OTHER THAN THEY BE USED FOR QUALIFIED PURPOSES. ACADEMY OF NATURAL SCIENCES - DREXEL UNIV 1900 BENJAMIN FRANKLIN PKWY PHILADELPHIA PA 19103 NONE PC CHARITABLE PURPOSES 2233 AMERICAN REVOLUTION MUSEUM 101 S 3RD ST PHILA PA 19106 NONE PC CHARITABLE PURPOSES 250 AVALON RESCUE SQUAD PO BOX 233 AVALON NJ 08202 NONE PC CHARITABLE PURPOSES 100 BARNES FOUNDATION 2025 BENJAMIN FRANKLIN PKWY PHILADELPHIA PA 19130 NONE PC CHARITABLE PURPOSES 250 BIGHORN BASIN PALEONTOLOGICAL INSTITUTE 3959 WELSH RD STE 208 WILLOW GROVE PA 19090 NONE PC CHARITABLE PURPOSES 500 BRYN MAWR FILM INSTITUTE 824 W LANCASTER AVE BRYN MAWR PA 19010 NONE PC CHARITABLE PURPOSES 100 CAPE MAY COUNTY ZOOLOGICAL SOCIETY PO BOX 864 CAPE MAY COURT HOUSE NJ 08210 NONE PC CHARITABLE PURPOSES 200 FRIENDS OF THE AVALON VOLUNTEER FIRE DEPT 3100 DUNE DR AVALON NJ 08202 NONE PC CHARITABLE PURPOSES 100 FRIENDS OF THE CYNWYD HERITAGE TRAIL PO BOX 695 BALA CYNWYD PA 19004 NONE PC CHARITABLE PURPOSES 500 JEFFERSON MEDICAL COLLEGE 1020 WALNUT ST PHILA PA 19107 NONE PC CHARITABLE PURPOSES 500 KIMMEL CENTER 260 S BROAD ST PHILA PA 19102 NONE PC CHARITABLE PURPOSES 2500 LANKENAU HOSPITAL 100 E LANCASTER AVE WYNNEWOOD PA 19096 NONE PC CHARITABLE PURPOSES 5000 LOWER MERION TOWNSHIP POLICE PENSION ASSOCIATION 71 E LANCASTER AVE ARDMORE PA 19003 NONE PC CHARITABLE PURPOSES 250 MAIN LINE REFORM TEMPLE 410 MONTGOMERY AVE WYNNEWOOD PA 19096 NONE PC CHARITABLE PURPOSES 1500 MANN MUSIC CENTER 5201 PARKSIDE AVE PHILA PA 19131 NONE PC CHARITABLE PURPOSES 1000 NARBERTH VOLUNTEER FIRE COMPANY 100 CONWAY AVE NARBERTH PA 19072 NONE PC CHARITABLE PURPOSES 100 NATIONAL CONSTITUTION CENTER 525 ARCH ST INDEPENDENCE MALL PHILA PA 19106 NONE PC CHARITABLE PURPOSES 250 NATIONAL KIDNEY FOUNDATION 111 S INDEPENDENCE MALL E STE 411 PHILADELPHIA PA 19106 NONE PC CHARITABLE PURPOSES 750 NEW JERSEY AUDUBON SOCIETY 9 HARDSCRABLLE RD BERNARDSVILLE NJ 07924 NONE PC CHARITABLE PURPOSES 500 PHILADELPHIA MUSEUM OF ART 26TH ST BENJAMIN FRANKLIN PKWY PHILADELPHIA PA 19130 NONE PC CHARITABLE PURPOSES 250 PHILADELPHIA ZOO 3400 W GIRARD AVE PHILADELPHIA PA 19104 NONE PC CHARITABLE PURPOSES 300 SEPTEMBER 11 NATIONAL MEMORIAL TRAIL ALLIANCE 5000 LIBERTY WOODS LN WOODBRIDGE VA 22193 NONE PC CHARITABLE PURPOSES 200 STONE HARBOR VOLUNTEER FIRE DEPT PO BOX 539 STONE HARBOR NJ 08247 NONE PC CHARITABLE PURPOSES 100 THE FRANKLIN INSTITUTE 222 N 20TH ST PHILA PA 19103 NONE PC CHARITABLE PURPOSES 214 UNIVERSITY OF PENNSYLVANIA 3451 WALNUT ST PHILADELPHIA PA 19104 NONE PC CHARITABLE PURPOSES 9000 WETLANDS INSTITUTE STONE HARBOR 75 STONE HARBOR BLVD STONE HARBOR NJ 08247 NONE PC CHARITABLE PURPOSES 103 ADOPT ME BLUEGRASS PET RESCUE PO BOX 202 LAGRANGE KY 40031 NONE PC CHARITABLE PURPOSES 150 ALL STAR CODE 276 5TH AVE 704 NEW YORK NY 10001 NONE PC CHARITABLE PURPOSES 500 BLUE LIVES MATTER NYC INC 404 CORBIN AVE STATEN ISLAND NY 10308 NONE PC CHARITABLE PURPOSES 250 CENTER FOR AMERICAN LIBERTY 20130 LAKEVIEW CENTER PLAZA ASHBURN VA 20147 NONE PC CHARITABLE PURPOSES 1500 GIRLS WHO CODE 28 W 23RD ST NEW YORK NY 10010 NONE PC CHARITABLE PURPOSES 500 JUDICIAL WATCH 425 THIRD ST SW WASHINGTON DC 20024 NONE PC CHARITABLE PURPOSES 1500 NARBERTH AMBULANCE 101 SIBLEY AVE ARDMORE PA 19003 NONE PC CHARITABLE PURPOSES 100 NATIONAL POLICE ASSOCIATION 8710 BASH ST INDIANAPOLIS IN 46250 NONE PC CHARITABLE PURPOSES 250 PUBLIC CITIZENS FOR CHILDREN & YOUTH 990 SPRING GARDEN PHILADELPHIA PA 19123 NONE PC CHARITABLE PURPOSES 100 SMITHSONIAN PO BOX 98096 WASHINGTON DC 20090 NONE PC CHARITABLE PURPOSES 1000 32600 0 14 34657 18 -15568 0 19089 0 19089 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2250 1125 1125 RBC WEALTH MANAGEMENT 282135 368386 TD WATERHOUSE 116761 146498 RBC WEALTH MANAGEMENT 116825 124963 0 0 81220 94558 FEDERAL TAX 694 0 0