Borrego Foundation

Larchmont, NY
Tax-exempt since April 1998
EIN: 13-3980920

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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 / Named Trusts/Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Revenue

$2.2M (2024)

Expenses

$4.28M (2024)

Total Assets

$46M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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 Dec.
2024

Revenue

$2,195,813

Expenses

$4,282,284

Net Income

-$2,086,471

Net Assets

$45,963,199

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$438,658	20.0%
Dividends	$1,123,057	51.1%
Sales of Assets	$634,098	28.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,835,412	89.6%
Compensation of Officers*	$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	$45,963,199
Total Liabilities	$0
Net Assets	$45,963,199

Compensation

Key Employees and Officers	Compensation	Other
Mary E Rubin (President)	$0	$0
David Lieber (Trustee)	$0	$0

990-PF

Filed on Nov. 17, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$8,522,352

Expenses

$3,993,945

Net Income

$4,528,407

Net Assets

$48,049,670

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,810,042	21.2%
Sales of Assets	$6,566,999	77.1%
Other Income	$145,311	1.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,634,512	91.0%
Compensation of Officers*	$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	$48,049,670
Total Liabilities	$0
Net Assets	$48,049,670

Compensation

Key Employees and Officers	Compensation	Other
Mary E Rubin (President)	$0	$0
David Lieber (Trustee)	$0	$0

990-PF

Filed on Nov. 12, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$2,266,216

Expenses

$2,537,461

Net Income

-$271,245

Net Assets

$43,754,815

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,312,249	57.9%
Sales of Assets	$953,967	42.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,112,017	83.2%
Compensation of Officers*	$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	$43,754,815
Total Liabilities	$0
Net Assets	$43,754,815

Compensation

Key Employees and Officers	Compensation	Other
Mary E Rubin (President)	$0	$0

990-PF

Filed on Oct. 26, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$2,189,586

Expenses

$2,967,394

Net Income

-$777,808

Net Assets

$44,485,466

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,000	0.9%
Interest Revenue	$0
Dividends	$1,128,473	51.5%
Sales of Assets	$1,041,113	47.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,357,226	79.4%
Compensation of Officers*	$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	$44,485,466
Total Liabilities	$0
Net Assets	$44,485,466

Compensation

Key Employees and Officers	Compensation	Other
Mary E Rubin (President)	$0	$0

990-PF

Filed on May 16, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$9,042,416

Expenses

$3,262,857

Net Income

$5,779,559

Net Assets

$44,072,562

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,160	0.0%
Dividends	$928,358	10.3%
Sales of Assets	$8,100,979	89.6%
Other Income	$11,919	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,970,734	91.0%
Compensation of Officers*	$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	$44,072,562
Total Liabilities	$0
Net Assets	$44,072,562

Compensation

Key Employees and Officers	Compensation	Other
Mary E Rubin (President)	$0	$0

990-PF

Filed on Jan. 14, 2022

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

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Fiscal Year Ending Dec.
2019

Revenue

$3,287,465

Expenses

$1,600,670

Net Income

$1,686,795

Net Assets

$39,752,976

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,047,931	62.3%
Sales of Assets	$1,212,382	36.9%
Other Income	$27,152	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,309,302	81.8%
Compensation of Officers*	$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	$39,752,977
Total Liabilities	$1
Net Assets	$39,752,976

Compensation

Key Employees and Officers	Compensation	Other
Mary E Rubin (President)	$0	$0
Samuel A Lieber Deceased (Vice Pres, Sec, Treas)	$0	$0

990-PF

Filed on Nov. 16, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$18,404,430

Expenses

$964,685

Net Income

$17,439,745

Net Assets

$38,088,682

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$16,100,115	87.5%
Interest Revenue	$0
Dividends	$661,814	3.6%
Sales of Assets	$1,614,457	8.8%
Other Income	$28,044	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$887,500	92.0%
Compensation of Officers*	$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	$38,088,682
Total Liabilities	$0
Net Assets	$38,088,682

Compensation

Key Employees and Officers	Compensation	Other
Mary E Rubin (President)	$0	$0
Samuel A Lieber Deceased (Vice Pres, Sec, Treas)	$0	$0

990-PF

Filed on Nov. 14, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$1,330,409

Expenses

$1,598,255

Net Income

-$267,846

Net Assets

$15,078,879

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$590,321	44.4%
Sales of Assets	$710,258	53.4%
Other Income	$29,830	2.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,574,250	98.5%
Compensation of Officers*	$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	$15,129,280
Total Liabilities	$50,401
Net Assets	$15,078,879

Compensation

Key Employees and Officers	Compensation	Other
Mary E Rubin (President)	$0	$0
Samuel A Lieber (Vice Pres, Sec, Treas)	$0	$0

990-PF

Filed on Nov. 15, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$1,132,889

Expenses

$1,636,945

Net Income

-$504,056

Net Assets

$14,932,509

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$400,000	35.3%
Interest Revenue	$0
Dividends	$573,685	50.6%
Sales of Assets	$124,166	11.0%
Other Income	$35,038	3.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,633,500	99.8%
Compensation of Officers*	$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	$14,962,910
Total Liabilities	$30,401
Net Assets	$14,932,509

Compensation

Key Employees and Officers	Compensation	Other
Mary E Rubin (President)	$0	$0
Samuel A Lieber (Vice Pres, Sec, Treas)	$0	$0

990-PF

Filed on July 19, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$2,094,798

Expenses

$991,030

Net Income

$1,103,768

Net Assets

$15,679,605

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,237,474	59.1%
Interest Revenue	$131	0.0%
Dividends	$455,636	21.8%
Sales of Assets	$401,557	19.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$988,500	99.7%
Compensation of Officers*	$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	$15,708,605
Total Liabilities	$29,000
Net Assets	$15,679,605

Compensation

Key Employees and Officers	Compensation	Other
Mary E Rubin (President)	$0	$0
Samuel A Lieber (Vice Pres, Sec, Treas)	$0	$0

990-PF

Filed on Nov. 15, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$659,699

Expenses

$1,046,312

Net Income

-$386,613

Net Assets

$14,109,615

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$982,475	> 100%
Interest Revenue	$1,100	0.2%
Dividends	$336,735	51.0%
Sales of Assets	-$660,722
Other Income	$111	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,031,139	98.5%
Compensation of Officers*	$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	$14,138,615
Total Liabilities	$29,000
Net Assets	$14,109,615

Compensation

Key Employees and Officers	Compensation	Other
Mary E Rubin (President)	$0	$0
Samuel A Lieber (Vice Pres, Sec, Treas)	$0	$0

990-PF

Filed on Nov. 13, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$686,269

Expenses

$607,274

Net Income

$78,995

Net Assets

$14,532,949

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$587,085	85.5%
Interest Revenue	$4,521	0.7%
Dividends	$293,124	42.7%
Sales of Assets	-$202,984
Other Income	$4,523	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$587,762	96.8%
Compensation of Officers*	$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	$14,549,449
Total Liabilities	$16,500
Net Assets	$14,532,949

Compensation

Key Employees and Officers	Compensation	Other
Mary E Rubin (President)	$0	$0
Samuel A Lieber (Vice Pres, Sec, Treas)	$0	$0

990-PF

Filed on Nov. 13, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$974,335

Expenses

$1,065,514

Net Income

-$91,179

Net Assets

$14,387,256

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$546,989	56.1%
Interest Revenue	$5,854	0.6%
Dividends	$287,239	29.5%
Sales of Assets	$134,241	13.8%
Other Income	$12	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,065,476	100.0%
Compensation of Officers*	$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	$14,387,256
Total Liabilities	$0
Net Assets	$14,387,256

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$2,526,283

Expenses

$685,564

Net Income

$1,840,719

Net Assets

$14,455,434

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,200,000	87.1%
Interest Revenue	$6,943	0.3%
Dividends	$240,197	9.5%
Sales of Assets	$79,143	3.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$675,478	98.5%
Compensation of Officers*	$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	$14,455,434
Total Liabilities	$0
Net Assets	$14,455,434

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

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Borrego Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $2.2M (2024)

Expenses $4.28M (2024)

Total Assets $46M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$2.2M (2024)

Expenses

$4.28M (2024)

Total Assets

$46M (2024)

Total Liabilities

$0 (2024)

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2024

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