Strategy Studio is now furp.org. Same site, same data, new address. Please update your bookmarks (and anything that links to strategystudio.org); old links keep working by sending you here.
DRS MARIE UBERTI BENZ AND ROBERT L BENZ FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DRS MARIE UBERTI BENZ AND ROBERT L BENZ FOUNDATION (EIN 20-0219069)
- Tax period
- 2019-09-01 to 2020-08-31
- Filed
- 2020-11-23
- IRS object ID
- 202003289349100310
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-23T16:03:43-06:00 | ReturnTs |
| Tax Period End | 2020-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 236410283 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISDANER & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE BALA PLAZA SUITE 501 WEST | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190043484 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200219069 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DRS MARIE UBERTI BENZ AND | BusinessNameLine1Txt |
| Business Name Line2 | ROBERT L BENZ FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DRSM | BusinessNameControlTxt |
| Phone | 6104530354 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 345 | AddressLine1Txt |
| City | NARBERTH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19072 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIE BENZ | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6104530354 | PhoneNum |
| Signature | 2020-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD W DORAN CPA | PreparerPersonNm |
| PTIN | P00841330 | PTIN |
| Phone | 6106684200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 100.19.81.45 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-11 | IPDt |
| IP Tm | 09:08:07 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 291443FCD1D7F15528A9C8E19C62541F9C19AEBE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9C6534ECA8581E3D8C63CA8818AE5741389B119A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $748,610 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $34,657 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,657 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$15,568 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,355 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $19,089 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,657 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,125 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $694 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,944 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,125 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,125 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $35,544 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,125 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,725 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,455 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,532 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,257 | CashBOYAmt |
| Cash EOY | $14,205 | CashEOYAmt |
| Cash EOYFMV | $14,205 | CashEOYFMVAmt |
| US Government Obligations BOY | $81,220 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $81,220 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $94,558 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $259,989 | CorporateStockBOYAmt |
| Corporate Stock EOY | $233,586 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $271,461 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $282,135 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $282,135 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $368,386 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $627,601 | TotalAssetsBOYAmt |
| Total Assets EOY | $611,146 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $748,610 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | -$116,752 | CapitalStockBOYAmt |
| Capital Stock EOY | -$116,752 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $744,353 | RetainedEarningBOYAmt |
| Retained Earning EOY | $727,898 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $627,601 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $611,146 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $627,601 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $611,146 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $627,601 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,455 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $611,146 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $611,146 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE 5.45% | P | 2010-12-31 | 2019-12-05 | $5,000 | $5,000 | $0 | $0 |
| JPMORGAN CHASE 6.125% | P | 2015-02-05 | 2020-03-02 | $10,000 | $10,000 | $0 | $0 |
| WELLS FARGO | P | 2010-12-31 | 2020-03-17 | $4,175 | $4,175 | $0 | $0 |
| OBSIDIAN ENERGY | P | 2010-12-31 | 2020-08-13 | $14 | $8,792 | -$8,778 | -$8,778 |
| CHESAPEAKE ENERGY CORP | P | 2010-12-31 | 2020-04-15 | $7 | $2,783 | -$2,776 | -$2,776 |
| NATIONAL OILWELL VARCO INC | P | 2010-12-31 | 2020-08-13 | $994 | $4,684 | -$3,690 | -$3,690 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$15,568 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $32,856 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $691,605 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047507 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $27,504 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $692,016 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039745 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $34,281 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $678,659 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050513 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $40,148 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $672,289 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059718 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $30,722 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $677,544 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045343 | DistributionYr5Rt |
| Total Distribution | 0.242826 | TotalDistributionRt |
| Average Distribution | 0.048565 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $736,295 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $35,758 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $335 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $36,093 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $33,725 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $671 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $671 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $671 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $688 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $688 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $17 | OverpaymentAmt |
| Applied To ES Tax | $17 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARIE ROBERT BENZ | IndividualWithBooksNm |
| Phone | 6104530354 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 S WOODBINE AVE | AddressLine1Txt |
| City | PENN VALLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19072 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $722,313 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,195 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $747,508 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $747,508 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,213 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $736,295 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,815 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,815 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $671 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $671 | TotalTaxAmt |
| Distributable Before Adj | $36,144 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $36,144 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $36,144 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,725 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $33,725 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $33,725 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,144 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $32,211 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $33,725 | QualifyingDistributionsAmt |
| Applied To Year1 | $32,211 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,514 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $34,630 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DR MARIE UBERTI BENZ | ContributingManagerNm |
| Contributing Manager | DR ROBERT L BENZ | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DRS MARIE UBERTI BENZ ROBERT L BENZ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 S WOODBINE AVE | AddressLine1Txt |
| City | PENN VALLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19072 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6104530354 | RecipientPhoneNum |
| Form And Info And Materials | THE FOUNDATION HAS NO REQUIRED FORM. ALL INFORMATION THAT THE REQUESTING ORGANIZATION DEEMS APPROPRIATE SHOULD BE SUBMITTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO RESTRICTIONS OR LIMITATIONS ON AWARDS OTHER THAN THEY BE USED FOR QUALIFIED PURPOSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY OF NATURAL SCIENCES - DREXEL UNIV | |||||||
| 1900 BENJAMIN FRANKLIN PKWY | PHILADELPHIA | PA | 19103 | NONE | PC | CHARITABLE PURPOSES | $2,233 |
| 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 | $2,500 |
| LANKENAU HOSPITAL | |||||||
| 100 E LANCASTER AVE | WYNNEWOOD | PA | 19096 | NONE | PC | CHARITABLE PURPOSES | $5,000 |
| 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 | $1,500 |
| MANN MUSIC CENTER | |||||||
| 5201 PARKSIDE AVE | PHILA | PA | 19131 | NONE | PC | CHARITABLE PURPOSES | $1,000 |
| 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 | $9,000 |
| 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 | $1,500 |
| 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 | $1,500 |
| 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 | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,600 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,657 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$15,568 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,089 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,089 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,250 | Amt |
| Net Investment Income | $1,125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,125 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | RBC WEALTH MANAGEMENT | BondNm |
| EOY Book Value | $282,135 | EOYBookValueAmt |
| EOYFMV | $368,386 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TD WATERHOUSE | $116,761 | $146,498 |
| RBC WEALTH MANAGEMENT | $116,825 | $124,963 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $81,220 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $94,558 | StateLocalSecEOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $694 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |