Nonprofit · EIN 04-6833651
RUBENSTEIN FAMILY TRUST
Also known as RUBENSTEIN JL & BC & SR TTEE
Tax-exempt · MARION, MA 02738
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $542,355 | $307,888 | $234,467 | $1,625,950 | $0 | $1,625,950 |
| December 31, 2023 | 990-PF | $507,447 | $388,698 | $118,749 | $1,391,377 | $0 | $1,391,377 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $500,000
- Dividends
- $36,323
- Net gain from sales of assets
- $6,032
Expenses
- Grants and similar amounts paid
- $293,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $293,500
- Excise tax on investment income
- $417
Balance sheet and other
- Total assets, start of year
- $1,391,377
- Total assets, end of year
- $1,625,950
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,625,950
- Fair market value of assets
- $2,508,753
- Qualifying distributions
- $293,500
- Net investment income
- $42,355
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES L RUBENSTEIN 163 ALLENS POINT, MARION, MA 027382301 | TRUSTEE | 0.2 | $0 |
| BENJAMIN C RUBENSTEIN 25 RUTLAND SQUARE, BOSTON, MA 02118 | TRUSTEE | 0.1 | $0 |
| SAMUEL R RUBENSTEIN 91 MIDDLESEX ROAD, CHESTNUT HILL, MA 02467 | TRUSTEE | 0.1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES L RUBENSTEIN 163 ALLENS POINT, MARION, MA 027382301 | TRUSTEE | 0.2 | $0 |
| BENJAMIN C RUBENSTEIN 25 RUTLAND SQUARE, BOSTON, MA 02118 | TRUSTEE | 0.1 | $0 |
| SAMUEL R RUBENSTEIN 91 MIDDLESEX ROAD, CHESTNUT HILL, MA 02467 | TRUSTEE | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 163 ALLENS POINT RD, MARION, MA 02738-2301
- In care of
- % SULLIVAN & WORCESTER LLP
- Signed the 990-PF
- JAMES L RUBENSTEIN, TRUSTEE
- Phone
- (508) 524-6800
- Return prepared by
- RAPHAEL AND RAPHAEL LLP
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 | Not 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
- 04-6833651
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $1,625,950
- Income (IRS master file)
- $900,133
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $542,355 | $307,888 | $1,625,950 | XML |
| 990-PF | December 2023 | $507,447 | $388,698 | $1,391,377 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 04-6833651).
Questions about RUBENSTEIN FAMILY TRUST
- What is the EIN of RUBENSTEIN FAMILY TRUST?
- The employer identification number (EIN) of RUBENSTEIN FAMILY TRUST is 04-6833651.
- Is RUBENSTEIN FAMILY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to RUBENSTEIN FAMILY TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RUBENSTEIN FAMILY TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RUBENSTEIN FAMILY TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RUBENSTEIN FAMILY TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of RUBENSTEIN FAMILY TRUST?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does RUBENSTEIN FAMILY TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $542,355, expenses of $307,888 and total assets of $1,625,950 at year end.
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All nonprofits in MARION · Massachusetts · Philanthropy, voluntarism and grantmaking foundations