Nonprofit · EIN 06-1556098
THE RUBIN-LADD FOUNDATION
Tax-exempt · NEW YORK CITY, NY 10024
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $433,050 | $502,743 | -$69,693 | $8,443,288 | $29,500 | $8,413,788 |
| June 30, 2024 | 990-PF | $505,108 | $372,445 | $132,663 | $8,204,408 | $11,000 | $8,193,408 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $195,690
- Interest
- $21,794
- Net gain from sales of assets
- $7,358
- Other income
- $208,208
Expenses
- Grants and similar amounts paid
- $350,183
- Compensation of officers, directors and key employees
- $85,000
- Disbursements for charitable purposes
- $462,563
- Excise tax on investment income
- $4,679
Balance sheet and other
- Total assets, start of year
- $8,204,408
- Total assets, end of year
- $8,443,288
- Total liabilities, end of year
- $29,500
- Net assets, end of year
- $8,413,788
- Fair market value of assets
- $8,443,288
- Qualifying distributions
- $462,563
- Net investment income
- $359,786
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 |
|---|---|---|---|
| ANN WALZER CO PKF O'CONNOR DAVIES 500 MAMARONECK AVE, STE HARRISON, NY 10528 | PRESIDENT | 20 | $85,000 |
| SCOTT CABRERA CO PKF O'CONNOR DAVIES 500 MAMARONECK AVE, STE HARRISON, NY 10528 | DIRECTOR | 1 | $0 |
| STEVEN WALZER CO PKF O'CONNOR DAVIES 500 MAMARONECK AVE, STE HARRISON, NY 10528 | VICE PRESIDENT | 2 | $0 |
| SHELLEY WEINER CO PKF O'CONNOR DAVIES 500 MAMARONECK AVE, STE HARRISON, NY 10528 | DIRECTOR | 1 | $0 |
| IVY ENGEL CO PKF O'CONNOR DAVIES 500 MAMARONECK AVE, STE HARRISON, NY 10528 | DIRECTOR | 2 | $0 |
990-PF for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANN WALZER CO PKF O'CONNOR DAVIES 500 MAMARONECK AVE, STE HARRISON, NY 10528 | PRESIDENT | 20 | $85,000 |
| SCOTT CABRERA CO PKF O'CONNOR DAVIES 500 MAMARONECK AVE, STE HARRISON, NY 10528 | DIRECTOR | 1 | $0 |
| STEVEN WALZER CO PKF O'CONNOR DAVIES 500 MAMARONECK AVE, STE HARRISON, NY 10528 | DIRECTOR | 2 | $0 |
| SHELLEY WEINER CO PKF O'CONNOR DAVIES 500 MAMARONECK AVE, STE HARRISON, NY 10528 | DIRECTOR | 1 | $0 |
| IVY ENGEL CO PKF O'CONNOR DAVIES 500 MAMARONECK AVE, STE HARRISON, NY 10528 | DIRECTOR | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 203 W 81ST STREET APT 5 C, NEW YORK CITY, NY 10024-5818
- In care of
- % ROBERT WALZER
- Signed the 990-PF
- ANN WALZER, PRESIDENT
- Phone
- (212) 286-2600
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY 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
- 06-1556098
- 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
- 2000
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $8,443,288
- Income (IRS master file)
- $1,219,886
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $433,050 | $502,743 | $8,443,288 | XML |
| 990-PF | June 2024 | $505,108 | $372,445 | $8,204,408 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 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 06-1556098).
Questions about THE RUBIN-LADD FOUNDATION
- What is the EIN of THE RUBIN-LADD FOUNDATION?
- The employer identification number (EIN) of THE RUBIN-LADD FOUNDATION is 06-1556098.
- Is THE RUBIN-LADD FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to THE RUBIN-LADD FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE RUBIN-LADD FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE RUBIN-LADD 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 THE RUBIN-LADD 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 THE RUBIN-LADD FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 5 people; 1 received compensation from the organization, the highest $85,000 (ANN WALZER CO PKF O'CONNOR, PRESIDENT).
- How much revenue does THE RUBIN-LADD FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $433,050, expenses of $502,743 and total assets of $8,443,288 at year end.
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