Nonprofit · EIN 20-1567943
KATE OBSTGARTEN PRIVATE FOUNDATION
Tax-exempt · BOCA RATON, FL 33432
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $922,079 | $138,280 | $783,799 | $2,440,537 | $0 | $2,440,537 |
| August 31, 2023 | 990-PF | $84,572 | $125,336 | -$40,764 | $1,715,612 | $0 | $1,715,612 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $800,000
- Dividends
- $134,044
- Net gain from sales of assets
- -$11,965
Expenses
- Grants and similar amounts paid
- $118,500
- Compensation of officers, directors and key employees
- $15,000
- Disbursements for charitable purposes
- $118,500
- Excise tax on investment income
- $1,836
Balance sheet and other
- Total assets, start of year
- $1,656,738
- Total assets, end of year
- $2,440,537
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,440,537
- Fair market value of assets
- $2,548,625
- Qualifying distributions
- $118,500
- Net investment income
- $132,079
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLOTTE ROSE RUBIN 550 SE MIZNER BLVD B-107, BOCA RATON, FL 33432 | DIRECTOR | 2 | $15,000 |
| MARVIN RUBIN 200 SE MIZNER BLVD 803, BOCA RATON, FL 33432 | TRUSTEE | 1 | $0 |
| AMY ANN COHN 6019 E MARIPOSA ST, PHOENIX, AZ 85018 | TRUSTEE | 1 | $0 |
990-PF for the year ended August 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLOTTE ROSE RUBIN 550 SE MIZNER BLVD, BOCA RATON, FL 33432 | DIRECTOR | 2 | $15,000 |
| MARVIN RUBIN 16323 VINTAGE OAKS, DELRAY BEACH, FL 33484 | TRUSTEE | 1 | $0 |
| SANDRA RUBIN 16323 VINTAGE OAKS, DELRAY BEACH, FL 33484 | TRUSTEE | 1 | $0 |
| AMY ANN COHN 6019 E MARIPOSA ST, PHOENIX, AZ 85018 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 550 SE MIZNER BLVD APT B107, BOCA RATON, FL 33432-5583
- In care of
- % SANDRA RUBIN
- Signed the 990-PF
- CHARLOTTE RUBIN, TREASURER
- Phone
- (561) 367-6085
- Return prepared by
- TATE & ASSOCIATES INC CPA'S
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 20-1567943
- 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
- 2007
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,440,537
- Income (IRS master file)
- $1,034,044
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $922,079 | $138,280 | $2,440,537 | XML |
| 990-PF | August 2024 | – | – | – | IRS |
| 990-PF | August 2023 | $84,572 | $125,336 | $1,715,612 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 2020 | – | – | – | IRS |
| 990-PF | August 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 20-1567943).
Questions about KATE OBSTGARTEN PRIVATE FOUNDATION
- What is the EIN of KATE OBSTGARTEN PRIVATE FOUNDATION?
- The employer identification number (EIN) of KATE OBSTGARTEN PRIVATE FOUNDATION is 20-1567943.
- Is KATE OBSTGARTEN PRIVATE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to KATE OBSTGARTEN PRIVATE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KATE OBSTGARTEN PRIVATE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KATE OBSTGARTEN PRIVATE FOUNDATION due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KATE OBSTGARTEN PRIVATE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of KATE OBSTGARTEN PRIVATE FOUNDATION?
- The 990-PF for the year ended August 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $15,000 (CHARLOTTE ROSE RUBIN, DIRECTOR).
- How much revenue does KATE OBSTGARTEN PRIVATE FOUNDATION have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $922,079, expenses of $138,280 and total assets of $2,440,537 at year end.
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