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Nonprofit · EIN 22-3035886

RUBIN SHERMAN CHARITABLE TR FBO R E S T SHERMAN FAMILY

Also known as SHERMAN RUBIN TTEE

Tax-exempt · HOLMDEL, NJ 07733

Financials

$283K$48K2023$63K$61K2024$73K$61K2025
Revenue Expenses · by fiscal year end
Financials of RUBIN SHERMAN CHARITABLE TR FBO R E S T SHERMAN FAMILY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$73,148$61,259$11,889$1,247,071$0$1,247,071
December 31, 2024990-PF$62,630$60,911$1,719$1,245,806$0$1,245,806
December 31, 2023990-PF$282,549$47,960$234,589$1,244,087$0$1,244,087
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$38,995
Interest
$23,267
Net gain from sales of assets
$10,886

Expenses

Grants and similar amounts paid
$57,269
Disbursements for charitable purposes
$61,084
Excise tax on investment income
$961

Balance sheet and other

Total assets, start of year
$1,245,806
Total assets, end of year
$1,247,071
Total liabilities, end of year
$0
Net assets, end of year
$1,247,071
Fair market value of assets
$1,348,381
Qualifying distributions
$61,084
Net investment income
$69,342

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.

NameTitleHours / weekCompensation
TERRY SHERMAN
76 STILLWELL RD, HOLMDEL, NJ 077332211
TRUSTEE0.5$0
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
TERRY SHERMAN
76 STILLWELL RD, HOLMDEL, NJ 077332211
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
TERRY SHERMAN
76 STILLWELL RD, HOLMDEL, NJ 077332211
TRUSTEE0$0

Address and contacts

Address (IRS master file)
76 STILLWELL RD, HOLMDEL, NJ 07733-2211
Signed the 990-PF
TERRY SHERMAN, TRUSTEE
Phone
(732) 583-6600
Return prepared by
GERMAN VREELAND & ASSOCIATES 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
22-3035886
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
1990
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,247,071
Income (IRS master file)
$128,185

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$73,148$61,259$1,247,071IRS
990-PFDecember 2024$62,630$60,911$1,245,806IRS
990-PFDecember 2023$282,549$47,960$1,244,087XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 22-3035886).

Questions about RUBIN SHERMAN CHARITABLE TR FBO R E S T SHERMAN FAMILY

What is the EIN of RUBIN SHERMAN CHARITABLE TR FBO R E S T SHERMAN FAMILY?
The employer identification number (EIN) of RUBIN SHERMAN CHARITABLE TR FBO R E S T SHERMAN FAMILY is 22-3035886.
Is RUBIN SHERMAN CHARITABLE TR FBO R E S T SHERMAN FAMILY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
Are donations to RUBIN SHERMAN CHARITABLE TR FBO R E S T SHERMAN FAMILY tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does RUBIN SHERMAN CHARITABLE TR FBO R E S T SHERMAN FAMILY file?
Form 990-PF. Private foundations file every year.
When is the next return of RUBIN SHERMAN CHARITABLE TR FBO R E S T SHERMAN FAMILY 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 SHERMAN CHARITABLE TR FBO R E S T SHERMAN FAMILY 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 SHERMAN CHARITABLE TR FBO R E S T SHERMAN FAMILY?
The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does RUBIN SHERMAN CHARITABLE TR FBO R E S T SHERMAN FAMILY have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $73,148, expenses of $61,259 and total assets of $1,247,071 at year end.

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