Skip to content
Nonprofiteer
← DR HANS AND BETTY RUBIN MEMORIAL FUND

Form 990 for tax year 2023

Filed by DR HANS AND BETTY RUBIN MEMORIAL FUND.

Totals

Total revenue
$30,258
Total expenses
$127,743
Contributions and grants received
$0
Grants paid
$105,988
Program service revenue
$0
Investment income
$30,258
Other revenue
$0
Total assets, end of year
$1,975,593
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,975,593
Program services expenses (Part IX)
$105,988
Management and general expenses
$21,755
Fundraising expenses
$0
Program service expenses (Part III)
$105,989

Program services were 83.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $28,736 · excluded $28,736

  • 7a · Gross sales of assets other than inventory

    securities $116,236

  • 7b · Less cost or other basis and sales expenses

    securities $114,714

  • 7c · Gain or loss

    securities $1,522

  • 7d · Net gain or loss

    total $1,522 · excluded $1,522

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $105,988 · program services $105,988

  • 5 · Compensation of officers, directors and key employees

    total $20,395 · management and general $20,395

  • 11c · Fees: accounting

    total $1,050 · management and general $1,050

  • 24e · All other expenses

    total $310 · management and general $310

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $62,753 · end of year $82,791

  • 12 · Investments: other securities

    beginning of year $2,010,327 · end of year $1,892,802

  • 29 · Capital stock, trust principal or current funds

    beginning of year $2,073,080 · end of year $1,975,593

Mission and programs · 2023

Mission

Grants are made according to Trust Agreement dated June 16, 1987. Keybank, as Trustee, makes distributions as follows: 10% to National Jewish Center, 10% to Holy Family Cancer Home, 10% to Lutheran Medical Center, 10% to Judson Retirement Community, and 60% to Mt. Sinai Health Care FDN. Keybank maintains a responsiveness to the needs and activities of each beneficiary organization in the attainment of its mission. The Charity has the right to remove the Trustee, authority to appoint Co-Trustees or Committee Members, and authority to withdraw principal. The Trustee has the authority to amend the document to insure the continuation to qualify as a 509(a)3.

  • Grants made to the Mt. Sinai Medical Center will be used for support of an Opthamology/Botulinum Toxin Program

    Expenses $63,593 · Grants $63,593

  • Grants made to the Holy Family Home will be used to purchase air mattresses for the patients.

    Expenses $10,599 · Grants $10,599

  • Grants made to Lutheran Medical Center will be used to the support of their Hospice Program.

    Expenses $10,599 · Grants $10,599

  • Expenses $21,198 · Grants $21,198

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Keybank NA

    Trustee

    Total calculated
    $20,395
    From this org
    $20,395
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
8 May 2024
IRS schema version
2023v5.0
Source object
202411299349303321

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.