The Rubin Ladd Foundation

New York City, NY
Tax-exempt since May 2000
EIN: 06-1556098

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$433k (2025)

Expenses

$503k (2025)

Total Assets

$8.44M (2025)

Total Liabilities

$29.5k (2025)

Years with missing data

Source: Form 990 tax filings from 2011 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2025

Revenue

$433,050

Expenses

$502,743

Net Income

-$69,693

Net Assets

$8,413,788

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$21,794	5.0%
Dividends	$195,690	45.2%
Sales of Assets	$7,358	1.7%
Other Income	$208,208	48.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$462,563	92.0%
Compensation of Officers*	$85,000	16.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,443,288
Total Liabilities	$29,500
Net Assets	$8,413,788

Compensation

Key Employees and Officers	Compensation	Other
Ann Walzer Co Pkf O'connor (President)	$85,000	$0
Scott Cabrera Co Pkf O'connor (Director)	$0	$0
Steven Walzer Co Pkf O'connor (Vice President)	$0	$0
Shelley Weiner Co Pkf O'connor (Director)	$0	$0
Ivy Engel Co Pkf O'connor (Director)	$0	$0

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990-PF

Filed on Sept. 29, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending June
2024

Revenue

$505,108

Expenses

$372,445

Net Income

$132,663

Net Assets

$8,193,408

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$390	0.1%
Dividends	$191,178	37.8%
Sales of Assets	$50,734	10.0%
Other Income	$262,806	52.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$355,545	95.5%
Compensation of Officers*	$85,000	22.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,204,408
Total Liabilities	$11,000
Net Assets	$8,193,408

Compensation

Key Employees and Officers	Compensation	Other
Ann Walzer Co Pkf O'connor (President)	$85,000	$0
Scott Cabrera Co Pkf O'connor (Director)	$0	$0
Steven Walzer Co Pkf O'connor (Director)	$0	$0
Shelley Weiner Co Pkf O'connor (Director)	$0	$0
Ivy Engel Co Pkf O'connor (Director)	$0	$0

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990-PF

Filed on Feb. 18, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending June
2023

Revenue

$536,723

Expenses

$499,711

Net Income

$37,012

Net Assets

$6,637,100

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,380	0.3%
Dividends	$180,820	33.7%
Sales of Assets	$14,116	2.6%
Other Income	$340,407	63.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$440,967	88.2%
Compensation of Officers*	$85,000	17.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,663,200
Total Liabilities	$26,100
Net Assets	$6,637,100

Compensation

Key Employees and Officers	Compensation	Other
Ann Walzer Co Pkf O'connor (President)	$85,000	$0
Scott Cabrera Co Pkf O'connor (Director)	$0	$0
Steven Walzer Co Pkf O'connor (Director)	$0	$0
Shelley Weiner Co Pkf O'connor (Director)	$0	$0
Ivy Engel Co Pkf O'connor (Director)	$0	$0

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990-PF

Filed on Nov. 3, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending June
2022

Revenue

$639,435

Expenses

$508,466

Net Income

$130,969

Net Assets

$6,432,580

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$52	0.0%
Dividends	$125,600	19.6%
Sales of Assets	$266,255	41.6%
Other Income	$247,528	38.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$330,526	65.0%
Compensation of Officers*	$85,000	16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,462,772
Total Liabilities	$30,192
Net Assets	$6,432,580

Compensation

Key Employees and Officers	Compensation	Other
Ann Walzer Co Pkf O'connor (President)	$85,000	$0
Scott Cabrera Co Pkf O'connor (Director)	$0	$0
Steven Walzer Co Pkf O'connor (Director)	$0	$0
Shelley Weiner Co Pkf O'connor (Director)	$0	$0
Ivy Engel Co Pkf O'connor (Director)	$0	$0

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990-PF

Filed on Feb. 9, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending June
2021

Revenue

$521,169

Expenses

$472,122

Net Income

$49,047

Net Assets

$7,120,416

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$71	0.0%
Dividends	$120,332	23.1%
Sales of Assets	$297,749	57.1%
Other Income	$103,017	19.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$430,229	91.1%
Compensation of Officers*	$100,875	21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,145,011
Total Liabilities	$24,595
Net Assets	$7,120,416

Compensation

Key Employees and Officers	Compensation	Other
Ann Walzer Co Pkf O'connor (President Term Began 1/1/21)	$61,875	$0
Robert S Walzer Co Pkf O'connor (President Term Ended 12/31/20)	$39,000	$0
Scott Cabrera Co Pkf O'connor (Director)	$0	$0
Steven Walzer Co Pkf O'connor (Director)	$0	$0
Shelley Weiner Co Pkf O'connor (Director)	$0	$0
Ivy Engel Co Pkf O'connor (Director)	$0	$0

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990-PF

Filed on April 29, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending June
2020

Revenue

$418,266

Expenses

$312,955

Net Income

$105,311

Net Assets

$6,772,714

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$233	0.1%
Dividends	$148,161	35.4%
Sales of Assets	$70,545	16.9%
Other Income	$199,327	47.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$281,050	89.8%
Compensation of Officers*	$107,500	34.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,798,214
Total Liabilities	$25,500
Net Assets	$6,772,714

Compensation

Key Employees and Officers	Compensation	Other
Robert S Walzer (President)	$78,000	$0
Ann Walzer (Vice President)	$29,500	$0
Scott Cabrera (Director)	$0	$0
Steven Walzer (Director)	$0	$0
Shelley Weiner (Director)	$0	$0
Ivy Engel (Director)	$0	$0

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990-PF

Filed on March 29, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2019

Revenue

$427,219

Expenses

$531,642

Net Income

-$104,423

Net Assets

$6,633,074

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$430	0.1%
Dividends	$139,690	32.7%
Sales of Assets	$78,766	18.4%
Other Income	$208,333	48.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$488,642	91.9%
Compensation of Officers*	$107,500	20.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,676,574
Total Liabilities	$43,500
Net Assets	$6,633,074

Compensation

Key Employees and Officers	Compensation	Other
Ann Walzer (Vice President)	$78,000	$0
Robert S Walzer (President)	$29,500	$0
Scott Cabrera (Director)	$0	$0
Steven Walzer (Director)	$0	$0
Shelley Weiner (Director)	$0	$0
Ivy Engel (Director)	$0	$0

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990-PF

Filed on April 21, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2015

Revenue

$408,822

Expenses

$798,257

Net Income

-$389,435

Net Assets

$7,515,093

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$24	0.0%
Dividends	$91,698	22.4%
Sales of Assets	$202,114	49.4%
Other Income	$114,986	28.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$719,732	90.2%
Compensation of Officers*	$96,666	12.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,518,593
Total Liabilities	$3,500
Net Assets	$7,515,093

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2014

Revenue

$519,623

Expenses

$636,396

Net Income

-$116,773

Net Assets

$7,836,769

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15	0.0%
Dividends	$181,785	35.0%
Sales of Assets	$200,542	38.6%
Other Income	$137,281	26.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$559,760	88.0%
Compensation of Officers*	$96,666	15.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,859,269
Total Liabilities	$22,500
Net Assets	$7,836,769

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Revenue

$693,828

Expenses

$697,597

Net Income

-$3,769

Net Assets

$7,692,909

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18	0.0%
Dividends	$135,118	19.5%
Sales of Assets	$454,384	65.5%
Other Income	$104,308	15.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$614,223	88.0%
Compensation of Officers*	$96,666	13.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,715,409
Total Liabilities	$22,500
Net Assets	$7,692,909

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Revenue

$595,625

Expenses

$864,343

Net Income

-$268,718

Net Assets

$7,545,566

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$135,903	22.8%
Sales of Assets	$304,746	51.2%
Other Income	$154,971	26.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$775,820	89.8%
Compensation of Officers*	$96,666	11.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,568,066
Total Liabilities	$22,500
Net Assets	$7,545,566

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Revenue

$464,755

Expenses

$430,117

Net Income

$34,638

Net Assets

$7,810,354

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9	0.0%
Dividends	$94,315	20.3%
Sales of Assets	$229,743	49.4%
Other Income	$140,688	30.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$336,689	78.3%
Compensation of Officers*	$90,000	20.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,832,854
Total Liabilities	$22,500
Net Assets	$7,810,354

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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The Rubin Ladd Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $433k (2025)

Expenses $503k (2025)

Total Assets $8.44M (2025)

Total Liabilities $29.5k (2025)

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending June 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending June 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2012

Extracted Financial Data

Revenue

$433k (2025)

Expenses

$503k (2025)

Total Assets

$8.44M (2025)

Total Liabilities

$29.5k (2025)

Fiscal Year Ending June
2025

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002

Fiscal Year Ending June
2001

Fiscal Year Ending June
2000