Civic Intelligence

Burton & Suzanne Rubin Foundation

990PF • Fiscal year 2021 • EIN 13-4081339

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 05, 2021

Organization Profile
2542 Cocoplum Boulevard Unit 803Boca Raton, FL 33496

(914) 846-0100

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

96th percentile

92%

Higher net margin than 96% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

48th percentile

2.7%

Faster asset growth than 48% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

8th percentile

-79%

Faster revenue growth than 8% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$254,583

Up $6,702 (+2.7%) from 2020

Net Assets

Up

$254,583

Up $7,202 (+2.9%) from 2020

Liabilities

Down

$0

Down $500 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin96th percentile

Revenue

Down

$8,434

Down $32,083 (-79%) from 2020

Expenses

Down

$663

Down $38,296 (-98%) from 2020

Net Income

Up

$7,771

Up $6,213 (+399%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2012: $138,690Liabilities 2012: $02012Assets 2013: $142,225Liabilities 2013: $02013Assets 2014: $167,602Liabilities 2014: $02014Assets 2015: $191,791Liabilities 2015: $02015Assets 2016: $215,052Liabilities 2016: $02016Assets 2019: $249,323Liabilities 2019: $3,500Net Assets 2019: $245,8232019Assets 2020: $247,881Liabilities 2020: $500Net Assets 2020: $247,3812020Assets 2021: $254,583Liabilities 2021: $0Net Assets 2021: $254,5832021Assets 2022: $264,608Liabilities 2022: $0Net Assets 2022: $264,6082022Assets 2023: $274,291Liabilities 2023: $0Net Assets 2023: $274,2912023Assets 2024: $4,244Liabilities 2024: $0Net Assets 2024: $4,2442024

Highlighted filing

2021

Assets$254,583
Liabilities$0
Net Assets$254,583
Open 2021 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200K-$400KRevenue 2012: $23,241Expenses 2012: $5,215Net Income 2012: $18,0262012Revenue 2013: $25,085Expenses 2013: $21,550Net Income 2013: $3,5352013Revenue 2014: $30,406Expenses 2014: $5,029Net Income 2014: $25,3772014Revenue 2015: $36,788Expenses 2015: $12,599Net Income 2015: $24,1892015Revenue 2016: $38,472Expenses 2016: $15,211Net Income 2016: $23,2612016Revenue 2019: -$332Expenses 2019: $11,698Net Income 2019: -$12,0302019Revenue 2020: $40,517Expenses 2020: $38,959Net Income 2020: $1,5582020Revenue 2021: $8,434Expenses 2021: $663Net Income 2021: $7,7712021Revenue 2022: $14,572Expenses 2022: $4,150Net Income 2022: $10,4222022Revenue 2023: $11,259Expenses 2023: $1,576Net Income 2023: $9,6832023Revenue 2024: $7,436Expenses 2024: $277,483Net Income 2024: -$270,0472024

Highlighted filing

2021

Revenue$8,434
Expenses$663
Net Income$7,771
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 5, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUZANNE RUBINPresident & Secy - As Required-$0--
FREDERIC RUBINVP & Treas - As Required-$0--
MARGOT RUBINVP - As Required-$0--
Filing and Contact Details

Filer

Filer Name
Burton & Suzanne Rubin Foundation
EIN
13-4081339
Phone
9148460100
Address
2542 COCOPLUM BOULEVARD UNIT 803, BOCA RATON, FL 33496

Signing Officer

Name
Suzanne Rubin
Title
President
Phone
2125350340
Signed
2021-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Clarfeld Financial Advisors LLC
Address
520 WHITE PLAINS ROAD 3RD FLOOR, TARRYTOWN, NY 10591-5112
Preparer
Korey R Kross
Phone
9148460100
Raw XML Appendix338 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt00
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0NONE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm03,727.273 SHS DOUBLELINE FDS TR DBLN LOW
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1606.175 SHS GUGGENHEIM TOTAL RETURN BOND FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23,026.655 METROPOLITAN WEST UNCONSTRAINED BOND FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt036915
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt116115
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt235215
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt037124
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt117628
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt236350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt03206
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt112343
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29222
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36281
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt416119
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt539873
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt620296
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt77015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt817853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt97221
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt106588
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt05258
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt130918
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt226500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt39982
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt423127
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt540572
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt628470
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt710940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt824404
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt912468
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt109492
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0115.707 SHS DFA REAL ESTATE SECURITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1959.581 SHS DFA US LARGE CO PORT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2500 SHS CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3181 SHS ISHARES MSCI EMERGING MARKETS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4535.355 SHS JPMORGAN VALUE ADVANTAGE I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53,355.869 SHS PIMCO INCOME FUND INSTITUTIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6390 SHS PATRICK INDS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71,238.938 SHS AQR RISK BALANCED COMMOD STRAT FD I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8326 SHS ISHARE CORE MSCI EAFE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm929 SHS ISHARES S&P 500 INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10128 SHS ISHARES MSCI EAFE SMALL CAP ETF
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt07406
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01026
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt08434
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt08434
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01026
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt07406
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt07406
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt07771
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01026
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01026
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt08434
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0298
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0365
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0663
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt08434
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt08434
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0663
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01026
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01026
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01026
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01026
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt07771
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0569
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0255152
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0247381
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0254583
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt014974
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt014974
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt014974
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt015091
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0117
IRS990PF/DistributableAmountGrp/TotalTaxAmt0117
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0117
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0117
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0117
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0117
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0333554
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt088245
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt088245
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt091102
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0143231
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0146017
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0222131
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0500
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0247381
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0254583
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt016405
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt020321
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt020321
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0247881
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0254583
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0333554
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0500
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0247881
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0254583
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0247381
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0254583
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0306412
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt017915
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0288497
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04596
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt015091
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0301816
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0306412
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SUZANNE RUBIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1FREDERIC RUBIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARGOT RUBIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT & SECY - AS REQUIRED
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP & TREAS - AS REQUIRED
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VP - AS REQUIRED
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02542 COCOPLUM BOULEVARD UNIT 803
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt118 SANDHOPPER TRAIL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2880 FIFTH AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOCA RATON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WESTPORT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033496
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd106800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd210021
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SUZANNE RUBIN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02542 COCOPLUM BOULEVARD UNIT 803
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOCA RATON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033496
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09148460100
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0SUZANNE RUBIN
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014974
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt014974
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt024857
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01378
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt014974
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt011261
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt011261
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011261
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt026235
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0569
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0OTHER ADJUSTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0UNITED CORPORATE SERVICES, INC
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NEW YORK STATE DEPARTMENT OF LAW
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0198
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1100
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0500
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0OUTSTANDING CHECKS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt1340
TaxesSchedule/TaxesDetail/CategoryTxt0DELAWARE CORP TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUZANNE RUBIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02125350340
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BURTON & SUZANNE RUBIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BURT
ReturnHeader/Filer/EIN0134081339
ReturnHeader/Filer/PhoneNum09148460100
ReturnHeader/Filer/USAddress/AddressLine1Txt02542 COCOPLUM BOULEVARD UNIT 803
ReturnHeader/Filer/USAddress/CityNm0BOCA RATON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033496
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463179237
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLARFELD FINANCIAL ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0520 WHITE PLAINS ROAD 3RD FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TARRYTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0105915112
ReturnHeader/PreparerPersonGrp/PhoneNum09148460100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KOREY R KROSS
ReturnHeader/ReturnTs02021-11-10T11:19:35-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUZANNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RUBIN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$254,583
Liabilities
$0
Net assets
$254,583
Revenue
$8,434
Expenses
$663
Net income
$7,771
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.07$2.77$2.70
2023Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.11$0.02$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.15$0.04$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.08$0.01$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.48$0.01$2.47$0.41$0.39$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.49$0.04$2.46$0.00$0.12$0.12
2016Summary only. Only limited summary data is available for this year.$2.15$0.00$0.38$0.15$0.23
2015Summary only. Only limited summary data is available for this year.$1.92$0.00$0.37$0.13$0.24
2014Summary only. Only limited summary data is available for this year.$1.68$0.00$0.30$0.05$0.25
2013Summary only. Only limited summary data is available for this year.$1.42$0.00$0.25$0.22$0.04
2012Summary only. Only limited summary data is available for this year.$1.39$0.00$0.23$0.05$0.18