Nonprofit · EIN 21-6017207
RUBIN KATZ FOUNDATION
Tax-exempt · WILMETTE, IL 60091
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | -$4,108 | $14,444 | -$18,552 | $211,057 | $0 | $211,057 |
| December 31, 2024 | 990-PF | $10,047 | $16,578 | -$6,531 | $229,609 | $0 | $229,609 |
| December 31, 2023 | 990-PF | $8,378 | $21,667 | -$13,289 | $236,140 | $0 | $236,140 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $9,138
- Net gain from sales of assets
- -$13,246
Expenses
- Grants and similar amounts paid
- $14,100
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $14,444
- Excise tax on investment income
- $122
Balance sheet and other
- Total assets, start of year
- $229,609
- Total assets, end of year
- $211,057
- Total liabilities, end of year
- $0
- Net assets, end of year
- $211,057
- Fair market value of assets
- $211,057
- Qualifying distributions
- $14,444
- Net investment income
- $9,138
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 |
|---|---|---|---|
| Barbara Pearlman 202 Indian Rd, Palm Beach, FL 334803022 | President | 1 | $0 |
| Jerry Pearlman 202 Indian Rd, Palm Beach, FL 334803022 | Secretary Treasurer | 1 | $0 |
| Lisa Pattis 1451 Waverly Road, Highland Park, IL 60035 | director | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Barbara Pearlman 202 Indian Rd, Palm Beach, FL 334803022 | President | 1 | $0 |
| Jerry Pearlman 202 Indian Rd, Palm Beach, FL 334803022 | Secretary Treasurer | 1 | $0 |
| Lisa Pattis 1451 Waverly Road, Highland Park, IL 60035 | director | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Barbara Pearlman 202 Indian Rd, Palm Beach, FL 334803022 | President | 1 | $0 |
| Jerry Pearlman 202 Indian Rd, Palm Beach, FL 334803022 | Secretary Treasurer | 1 | $0 |
| Lisa Pattis 1451 Waverly Road, Highland Park, IL 60035 | director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 21 LINDEN AVE, WILMETTE, IL 60091-2837
- In care of
- % BARBARA PEARLMAN
- Signed the 990-PF
- Jerry Pearlman, Secretary-Treasurer
- Phone
- (847) 899-7379
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
- 21-6017207
- 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
- 1963
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $211,057
- Income (IRS master file)
- $79,595
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | -$4,108 | $14,444 | $211,057 | XML |
| 990-PF | December 2024 | $10,047 | $16,578 | $229,609 | XML |
| 990-PF | December 2023 | $8,378 | $21,667 | $236,140 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 21-6017207).
Questions about RUBIN KATZ FOUNDATION
- What is the EIN of RUBIN KATZ FOUNDATION?
- The employer identification number (EIN) of RUBIN KATZ FOUNDATION is 21-6017207.
- Is RUBIN KATZ FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
- Are donations to RUBIN KATZ FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RUBIN KATZ FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RUBIN KATZ 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 RUBIN KATZ 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 RUBIN KATZ FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does RUBIN KATZ FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of -$4,108, expenses of $14,444 and total assets of $211,057 at year end.
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