Civic Intelligence

The Rubin Family Charitable Fund

EIN 26-0792194 • Rochester, NY

25 Wilshire RdRochester, NY 14618
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

87th percentile

0.00x

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

NTEE T22 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

0.00x

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

NTEE T22 • $500k-$1M nonprofits • Source year 2024

Net Margin

70th percentile

33%

Higher net margin than 70% of similar nonprofits.

NTEE T22 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

NTEE T22 • $500k-$1M nonprofits • Source year 2024

Asset Growth

72nd percentile

5.7%

Faster asset growth than 72% of similar nonprofits.

NTEE T22 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

61st percentile

49%

Faster revenue growth than 61% of similar nonprofits.

NTEE T22 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$751,404

Up $40,803 (+5.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$751,404

Up $40,803 (+5.7%) from 2023

Operations
Liabilities / Revenue87th percentileNet Margin70th percentile

Revenue

Up

$123,766

Up $40,934 (+49%) from 2023

Expenses

Up

$82,963

Up $15,054 (+22%) from 2023

Net Income

Up

$40,803

Up $25,880 (+173%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2010: $690,471Liabilities 2010: $0Net Assets 2010: $690,4712010Assets 2012: $688,077Liabilities 2012: $0Net Assets 2012: $688,0772012Assets 2013: $725,179Liabilities 2013: $0Net Assets 2013: $725,1792013Assets 2014: $737,875Liabilities 2014: $0Net Assets 2014: $737,8752014Assets 2015: $750,992Liabilities 2015: $0Net Assets 2015: $750,9922015Assets 2016: $755,589Liabilities 2016: $0Net Assets 2016: $738,4442016Assets 2017: $753,278Liabilities 2017: $0Net Assets 2017: $753,2782017Assets 2018: $709,303Liabilities 2018: $0Net Assets 2018: $709,3032018Assets 2019: $740,622Liabilities 2019: $0Net Assets 2019: $740,6222019Assets 2020: $683,492Liabilities 2020: $0Net Assets 2020: $683,4922020Assets 2021: $699,704Liabilities 2021: $0Net Assets 2021: $699,7042021Assets 2022: $695,678Liabilities 2022: $0Net Assets 2022: $695,6782022Assets 2023: $710,601Liabilities 2023: $0Net Assets 2023: $710,6012023Assets 2024: $751,404Liabilities 2024: $0Net Assets 2024: $751,4042024

Highlighted filing

2024

Assets$751,404
Liabilities$0
Net Assets$751,404
Open 2024 Filing

Operations Trend

Revenue Growth61st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50K-$100KExpenses 2010: $47,1552010Expenses 2012: $43,3152012Revenue 2013: $95,539Expenses 2013: $58,437Net Income 2013: $37,1022013Revenue 2014: $74,025Expenses 2014: $60,445Net Income 2014: $13,5802014Revenue 2015: $68,833Expenses 2015: $56,771Net Income 2015: $12,0622015Revenue 2016: $62,205Expenses 2016: $57,608Net Income 2016: $4,5972016Revenue 2017: $65,988Expenses 2017: $68,299Net Income 2017: -$2,3112017Revenue 2018: $23,469Expenses 2018: $67,444Net Income 2018: -$43,9752018Revenue 2019: $96,879Expenses 2019: $65,560Net Income 2019: $31,3192019Revenue 2020: $15,881Expenses 2020: $73,011Net Income 2020: -$57,1302020Revenue 2021: $92,078Expenses 2021: $75,866Net Income 2021: $16,2122021Revenue 2022: $64,131Expenses 2022: $68,157Net Income 2022: -$4,0262022Revenue 2023: $82,832Expenses 2023: $67,909Net Income 2023: $14,9232023Revenue 2024: $123,766Expenses 2024: $82,963Net Income 2024: $40,8032024

Highlighted filing

2024

Revenue$123,766
Expenses$82,963
Net Income$40,803
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$751,404
Liabilities
$0
Net assets
$751,404
Revenue
$123,766
Expenses
$82,963
Net income
$40,803
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.51$0.00$7.51$1.24$0.83$0.41
2023Detailed filing. Detailed filing data is available for this year.$7.11$0.00$7.11$0.83$0.68$0.15
2022Detailed filing. Detailed filing data is available for this year.$6.96$0.00$6.96$0.64$0.68$0.04
2021Detailed filing. Detailed filing data is available for this year.$7.00$0.00$7.00$0.92$0.76$0.16
2020Detailed filing. Detailed filing data is available for this year.$6.83$0.00$6.83$0.16$0.73$0.57
2019Detailed filing. Detailed filing data is available for this year.$7.41$0.00$7.41$0.97$0.66$0.31
2018Detailed filing. Detailed filing data is available for this year.$7.09$0.00$7.09$0.23$0.67$0.44
2017Detailed filing. Detailed filing data is available for this year.$7.53$0.00$7.53$0.66$0.68$0.02
2016Detailed filing. Detailed filing data is available for this year.$7.56$0.00$7.38$0.62$0.58$0.05
2015Detailed filing. Detailed filing data is available for this year.$7.51$0.00$7.51$0.69$0.57$0.12
2014Detailed filing. Detailed filing data is available for this year.$7.38$0.00$7.38$0.74$0.60$0.14
2013Detailed filing. Detailed filing data is available for this year.$7.25$0.00$7.25$0.96$0.58$0.37
2012Detailed filing. Detailed filing data is available for this year.$6.88$0.00$6.88$0.43
2010Detailed filing. Detailed filing data is available for this year.$6.90$0.00$6.90$0.47
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 7, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOAN RUBINTrustee-$0--
CYNTHIA BETH RUBINTrustee-$0--
LINDA RUBINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Rubin Family Charitable Fund
EIN
26-0792194
Phone
5852759347
Address
25 WILSHIRE RD, ROCHESTER, NY 14618

Signing Officer

Name
Joan Rubin
Title
Trustee
Signed
2025-05-07
Discuss with paid preparer
Yes

Preparer

Firm
DeMott & Smith CPAs PC
Address
70 Linden Oaks Suite 220, Rochester, NY 14625
Preparer
Benjamin F Dobrzynski CPA
Phone
5852729880
Raw XML AppendixShowing 400 of 442 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.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0350ORG
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2THE DAVID HOCHSTEIN MEMORIAL MUSIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3WILMOT CANCER CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4NORTHWEST IMMIGRANT RIGHTS PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5NORTHWEST HARVEST E M M
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6JOSEPH AVENUE ARTS AND CULTURE ALLI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7PLANNED PARENTHOOD OF CENTRAL AND W
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10HIAS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11EQUAL JUSTICE INITIATIVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm13EXPERIENCING CIVIC LIFE U OF R
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm15STANDING TOGETHER NEW ISREAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm16PLANNED PARENTHOOD GREATER WASHINGT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt020 JAY STREET SUITE 732
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt140 RECTOR STREET 16TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt250 N PLYMOUTH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3300 E RIVER ROAD BOX 278996
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4615 2ND AVE NO 400
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7114 UNIVERSITY AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81 SOUTH WASHINGTON STREET NO 120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9125 BROAD STREET 19TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt101300 SPRING STREET SUITE 500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11122 COMMERCE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12175 N CLINTON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13300 EAST RIVER ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14PO BOX 96538
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt156 EAST 39TH STREET SUITE 301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16123 E INDIANA AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ROCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ROCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SEATTLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SEATTLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6ROCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7ROCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8ROCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10SILVER SPRING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11MONTGOMERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12ROCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13ROCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm14WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm15NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm16SPOKEANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11AL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd16WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd011201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd214614
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd314627
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd498104
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd614603
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd714605
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd814614
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd910004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1020910
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1136104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1214604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1314627
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1420090
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1510016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1699207
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt067000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt059717
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt059717
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02759
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02702
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06752
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt011891
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt08499
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt08499
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt031387
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07283
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02759
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02702
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06752
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt011891
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt067000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07283
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt039886
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt032603
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Rounding
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ACCRUED INTEREST PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ACCRUED MARKET DISCOUNT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PENALTIES

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