Nonprofit · EIN 87-1537202
DAVID L RAE MEMORIAL FUND
Tax-exempt · RCHO SANTA FE, CA 92067
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $25,499 | $5,000 | $20,499 | $95,639 | $0 | $95,639 |
| December 31, 2024 | 990-PF | $34,345 | $10,000 | $24,345 | $77,148 | $0 | $77,148 |
| December 31, 2023 | 990-PF | $34,435 | $10,000 | $24,435 | $48,061 | $0 | $48,061 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $20,000
- Dividends
- $5,499
Expenses
- Grants and similar amounts paid
- $5,000
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $5,000
- Excise tax on investment income
- $76
Balance sheet and other
- Total assets, start of year
- $77,148
- Total assets, end of year
- $95,639
- Total liabilities, end of year
- $0
- Net assets, end of year
- $95,639
- Fair market value of assets
- $95,639
- Qualifying distributions
- $5,000
- Net investment income
- $5,499
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Katheen W Rae 8646 Herrington Way, San Diego, CA 92127 | President | 0.25 | $0 |
| Caitlin Rae Laipenieks 1340 Oribia Road, Del Mar, CA 92014 | Vice President | 0.1 | $0 |
| Patrick A Rae 113 Creekside Drive, Farmington, NY 14425 | Secretary | 0.1 | $0 |
| Christopher D Rae 5875 Trailside Drive, Park City, UT 84098 | Treasurer | 0.1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Katheen W Rae 8646 Herrington Way, San Diego, CA 92127 | President | 0.25 | $0 |
| Caitlin Rae Laipenieks 1340 Oribia Road, Del Mar, CA 92014 | Vice President | 0.1 | $0 |
| Patrick A Rae 113 Creekside Drive, Farmington, NY 14425 | Secretary | 0.1 | $0 |
| Christopher D Rae 5875 Trailside Drive, Park City, UT 84098 | Treasurer | 0.1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kathleen W Rae 8646 Herrington Way, San Diego, CA 92127 | President | 0.25 | $0 |
| Caitlin Rae Laipenieks 11340 Oribia Road, Del Mar, CA 92014 | Vice President | 0.1 | $0 |
| Patrick A Rae 113 Creekside Drive, Farmington, NY 14425 | Secretary | 0.1 | $0 |
| Christopher D Rae 5875 Trailside Drive, Park City, UT 84098 | Treasurer | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5010 PMB 135, RCHO SANTA FE, CA 92067-5010
- In care of
- % KATHLEEN W RAE
- Signed the 990-PF
- Kathleen W Rae, President
- Phone
- (201) 925-6456
California records
California keeps its own records of charities and corporations. Search them by EIN 87-1537202 or by the name DAVID L RAE MEMORIAL FUND.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 | 990-PF 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
- 87-1537202
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $95,639
- Income (IRS master file)
- $25,499
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $25,499 | $5,000 | $95,639 | XML |
| 990-PF | December 2024 | $34,345 | $10,000 | $77,148 | XML |
| 990-PF | December 2023 | $34,435 | $10,000 | $48,061 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 87-1537202).
Questions about DAVID L RAE MEMORIAL FUND
- What is the EIN of DAVID L RAE MEMORIAL FUND?
- The employer identification number (EIN) of DAVID L RAE MEMORIAL FUND is 87-1537202.
- Is DAVID L RAE MEMORIAL FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to DAVID L RAE MEMORIAL FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAVID L RAE MEMORIAL FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAVID L RAE MEMORIAL FUND 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 DAVID L RAE MEMORIAL FUND 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 DAVID L RAE MEMORIAL FUND?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does DAVID L RAE MEMORIAL FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $25,499, expenses of $5,000 and total assets of $95,639 at year end.
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