Nonprofit · EIN 48-6396189
SAMUEL & LOTTIE RUDIN SCHOLARSHIP FOUNDATION
Also known as BAUM E HARRIS TTEE
Tax-exempt · HAVERTOWN, PA 19083
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $3,526,454 | $578,961 | $2,947,493 | $11,684,097 | $0 | $11,684,097 |
| December 31, 2023 | 990-PF | $741,817 | $734,735 | $7,082 | $8,697,911 | $0 | $8,697,911 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,559,612
- Dividends
- $399,149
- Net gain from sales of assets
- $557,512
- Other income
- $10,181
Expenses
- Grants and similar amounts paid
- $316,483
- Compensation of officers, directors and key employees
- $149,305
- Disbursements for charitable purposes
- $478,288
- Excise tax on investment income
- $12,040
Balance sheet and other
- Total assets, start of year
- $8,697,911
- Total assets, end of year
- $11,684,097
- Total liabilities, end of year
- $0
- Net assets, end of year
- $11,684,097
- Fair market value of assets
- $15,159,556
- Qualifying distributions
- $478,288
- Net investment income
- $966,842
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HEATHER S HEBERT 422 STRATHMORE ROAD, HAVERTOWN, PA 19083 | CO-TRUSTEE | 4 | $82,947 |
| E HARRIS BAUM 200 LOCUST STREET, PHILIDELPHIA, PA 19102 | CO-TRUSTEE | 2 | $66,358 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HEATHER S HEBERT 422 STRATHMORE ROAD, HAVERTOWN, PA 19083 | CO-TRUSTEE | 4 | $68,573 |
| E HARRIS BAUM 200 LOCUST STREET, PHILIDELPHIA, PA 19102 | CO-TRUSTEE | 2 | $54,858 |
Address and contacts
- Address (IRS master file)
- 422 STRATHMORE RD, HAVERTOWN, PA 19083-3736
- In care of
- % MERRILL SCHWARTZ
- Signed the 990-PF
- HEATHER S HERBERT, CO- TRUSTEE
- Phone
- (212) 245-5900
- Return prepared by
- FARKOUH FURMAN & FACCIO 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not 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
- 48-6396189
- 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
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $11,684,097
- Income (IRS master file)
- $6,926,199
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $3,526,454 | $578,961 | $11,684,097 | IRS |
| 990-PF | December 2023 | $741,817 | $734,735 | $8,697,911 | 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 48-6396189).
Questions about SAMUEL & LOTTIE RUDIN SCHOLARSHIP FOUNDATION
- What is the EIN of SAMUEL & LOTTIE RUDIN SCHOLARSHIP FOUNDATION?
- The employer identification number (EIN) of SAMUEL & LOTTIE RUDIN SCHOLARSHIP FOUNDATION is 48-6396189.
- Is SAMUEL & LOTTIE RUDIN SCHOLARSHIP FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to SAMUEL & LOTTIE RUDIN SCHOLARSHIP FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SAMUEL & LOTTIE RUDIN SCHOLARSHIP FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SAMUEL & LOTTIE RUDIN SCHOLARSHIP FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAMUEL & LOTTIE RUDIN SCHOLARSHIP FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of SAMUEL & LOTTIE RUDIN SCHOLARSHIP FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $82,947 (HEATHER S HEBERT, CO-TRUSTEE).
- How much revenue does SAMUEL & LOTTIE RUDIN SCHOLARSHIP FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,526,454, expenses of $578,961 and total assets of $11,684,097 at year end.
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All nonprofits in HAVERTOWN · Pennsylvania · Philanthropy, voluntarism and grantmaking foundations