Nonprofit · EIN 04-3538929
BEN E FACTORS FOUNDATION
Tax-exempt · BOSTON, MA 02108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $218,945 | $147,684 | $71,261 | $835,217 | $0 | $835,217 |
| June 30, 2024 | 990-PF | $133,606 | $137,218 | -$3,612 | $763,956 | $0 | $763,956 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $36,262
- Interest
- $5
- Net gain from sales of assets
- $182,678
Expenses
- Grants and similar amounts paid
- $115,596
- Disbursements for charitable purposes
- $118,567
- Excise tax on investment income
- $2,676
Balance sheet and other
- Total assets, start of year
- $763,956
- Total assets, end of year
- $835,217
- Total liabilities, end of year
- $0
- Net assets, end of year
- $835,217
- Fair market value of assets
- $2,615,249
- Qualifying distributions
- $118,567
- Net investment income
- $218,945
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRACY G RUBIN 42 WINDING RIVER ROAD, NEEDHAM, MA 02492 | TRUSTEE | 1 | $0 |
| GREGORY J RUBIN 138 OLD REDDING ROAD, WESTON, CT 06883 | TRUSTEE | 1 | $0 |
| MATTHEW G RUBIN 29 YALE ROAD, NEEDHAM HEIGHTS, MA 02494 | TRUSTEE | 1 | $0 |
| JESSICA A RUBIN 3249 S MAY STREET, CHICAGO, IL 60608 | TRUSTEE | 1 | $0 |
990-PF for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRACY G RUBIN 42 WINDING RIVER ROAD, NEEDHAM, MA 02492 | TRUSTEE | 1 | $0 |
| GREGORY J RUBIN 138 OLD REDDING ROAD, WESTON, CT 06883 | TRUSTEE | 1 | $0 |
| MATTHEW G RUBIN 29 YALE ROAD, NEEDHAM HEIGHTS, MA 02494 | TRUSTEE | 1 | $0 |
| JESSICA A RUBIN 3249 S MAY STREET, CHICAGO, IL 60608 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 45 SCHOOL ST 5TH FLOOR, BOSTON, MA 02108-3207
- In care of
- % WELCH & FORVES LLC
- Signed the 990-PF
- TRACY G RUBIN, TRUSTEE
- Phone
- (617) 523-1635
- Return prepared by
- WELCH & FORBES LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-3538929
- 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
- 2001
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $835,217
- Income (IRS master file)
- $336,818
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $218,945 | $147,684 | $835,217 | XML |
| 990-PF | June 2024 | $133,606 | $137,218 | $763,956 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 04-3538929).
Questions about BEN E FACTORS FOUNDATION
- What is the EIN of BEN E FACTORS FOUNDATION?
- The employer identification number (EIN) of BEN E FACTORS FOUNDATION is 04-3538929.
- Is BEN E FACTORS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to BEN E FACTORS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BEN E FACTORS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BEN E FACTORS FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BEN E FACTORS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of BEN E FACTORS FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does BEN E FACTORS FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $218,945, expenses of $147,684 and total assets of $835,217 at year end.
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