Private foundation
NARBERTH, PAEIN
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2025 return.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990-PF | −$331 | $33,245 | $31,507 | $563,909 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| UNIVERSITY OF PENNSYLVANIAPHILADELPHIA, PA | CHARITABLE PURPOSES | $13,904 | 2023 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dr Marie Uberti Benz | TRUSTEE | 1.00 | $0 |
| Dr Robert L Benz | TRUSTEE | 1.00 | $0 |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $563,909 |
| FY2024 | 990-PF | $33,358 | $30,534 | $28,958 | $597,485 | $597,485 |
| FY2023 | 990-PF | $31,837 | $38,191 | $37,116 | $594,661 | $594,661 |
| FY2022 | 990-PF | $33,315 | $40,575 | $38,709 | $601,015 | $601,015 |
| FY2021 | 990-PF | $34,073 | $36,944 | $35,539 | $608,275 | $608,275 |
| FY2020 | 990-PF | $19,089 | $35,544 | $33,725 | $611,146 | $611,146 |
| FY2019 | 990-PF | $35,311 | $35,229 | $32,856 | $627,601 | $627,601 |
| FY2017 | 990-PF | $38,683 | $35,658 | $34,658 | $621,399 | $621,399 |
| CHARITABLE PURPOSES |
| $13,074 |
| 2019 |
| UNIVERSITY OF PENNSYLVANIAPHILADELPHIA, PA | CHARITABLE PURPOSES | $13,025 | 2021 |
| UNIVERSITY OF PENNSYLVANIAPHILADELPHIA, PA | CHARITABLE PURPOSES | $13,000 | 2022 |
| LANKENAU HOSPITALWYNNEWOOD, PA | CHARITABLE PURPOSES | $12,750 | 2017 |
| UNIVERSITY OF PENNSYLVANIAPHILADELPHIA, PA | CHARITABLE PURPOSES | $9,000 | 2020 |
| LANKENAU HOSPITALWYNNEWOOD, PA | CHARITABLE PURPOSES | $8,050 | 2019 |
| UNIVERSITY OF PENNSYLVANIAPHILADELPHIA, PA | CHARITABLE PURPOSES | $7,500 | 2024 |
| UNIVERSITY OF PENNSYLVANIAPHILADELPHIA, PA | CHARITABLE PURPOSES | $7,500 | 2017 |
| PENNSYLVANIA REGIONAL TRAINING CENTERPHILA, PA | CHARITABLE PURPOSES | $5,000 | 2024 |
| PENNSYLVANIA REGIONAL TRAINING CENTERPHILA, PA | CHARITABLE PURPOSES | $5,000 | 2022 |
| LANKENAU HOSPITALWYNNEWOOD, PA | CHARITABLE PURPOSES | $5,000 | 2025 |
| PENN GRAPPLER'S FUNDPHILADELPHIA, PA | CHARITABLE PURPOSES | $5,000 | 2025 |
| PENN LEGACY FUNDPHILADELPHIA, PA | CHARITABLE PURPOSES | $5,000 | 2025 |
| PENN LIFE SCIENCESPHILADELPHIA, PA | CHARITABLE PURPOSE | $5,000 | 2025 |
| LANKENAU HOSPITALWYNNEWOOD, PA | CHARITABLE PURPOSES | $5,000 | 2023 |
| FRIENDS OF THE ISREAL DEFENSE FORCESNEW YORK, NY | CHARITABLE PURPOSES | $5,000 | 2024 |
| LANKENAU HOSPITALWYNNEWOOD, PA | CHARITABLE PURPOSES | $5,000 | 2020 |
| PENNSYLVANIA REGIONAL TRAINING CENTERPHILA, PA | CHARITABLE PURPOSES | $4,500 | 2023 |
| LANKENAU HOSPITALWYNNEWOOD, PA | CHARITABLE PURPOSES | $3,650 | 2022 |
| FRIENDS OF THE ISREAL DEFENSE FORCESNEW YORK, NY | CHARITABLE PURPOSES | $2,500 | 2025 |
| LANKENAU HOSPITALWYNNEWOOD, PA | CHARITABLE PURPOSES | $2,500 | 2024 |
| KIMMEL CENTERPHILA, PA | CHARITABLE PURPOSES | $2,500 | 2020 |
| LANKENAU HOSPITALWYNNEWOOD, PA | CHARITABLE PURPOSES | $2,500 | 2021 |
| KIMMEL CENTERPHILA, PA | CHARITABLE PURPOSES | $2,500 | 2017 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2024 · period ending Aug 31, 2024IRS bulk XML
Filing id 202433069349100818
Form 990-PF · FY2023 · period ending Aug 31, 2023
Filing id 202323459349100117
Form 990-PF · FY2022 · period ending Aug 31, 2022
Filing id 202223119349100627
Form 990-PF · FY2021 · period ending Aug 31, 2021
Filing id 202123439349100117
Form 990-PF · FY2020 · period ending Aug 31, 2020
Filing id 202003289349100310
Form 990-PF · FY2019 · period ending Aug 31, 2019
Filing id 201913389349100106
Form 990-PF · FY2017 · period ending Aug 31, 2017
Filing id 201733129349101353
Form 990-PF · FY2016 · period ending Aug 31, 2016
Filing id 201603499349100010
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.