James and Betty Rubenstein is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FORT MYERS, FL. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $6.7M in total assets. In 2024, it awarded 8 grants totaling $21K. Net investment income was $2.9M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$6.7M
+1813.5% YoY
Annual Giving
$21K
+149.6% YoY
Grant Count
8
+60.0% YoY
Avg Grant Size
$3K
+56.0% YoY
About James and Betty Rubenstein
Based on IRS filings
James and Betty Rubenstein is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FORT MYERS, FL. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $6.7M in total assets. In 2024, it awarded 8 grants totaling $21K. Net investment income was $2.9M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $6,658,244 | $347,968 | $151,650 |
| Revenue | $6,334,937 | $204,772 | $151,580 |
| Expenses | $24,661 | $8,454 | — |
| Qualifying Distributions | $21,100 | $8,454 | — |
| Net Investment Income | $2,853,505 | $4,930 | — |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
13 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Jewish Federation of Greater Naples ($6,000), Shabtal Yale ($5,000), Chabad of SWFL ($3,600).
| Recipient | Purpose | Amount |
|---|---|---|
| Jewish Federation of Greater Naples Naples, FL | Promote and support Judaism. | $6,000 |
| Temple Judea Fort Myers Fort Myers, FL | Promote and support Judaism. | $1,000 |
| Chabad of Florida Gulf Coast Univer Fort Myers, FL | Promote and support Judaism. | $1,000 |
| Chabad of SWFL Fort Meyers, FL | Promote Jewish Culture | $3,600 |
| Chabad Jewish Center of Bonita Spri Bonita Springs, FL | Promote Judaism | $1,000 |
| Canterbury School Fort Meyers Fort Myers, FL | Promote Judaism | $2,500 |
| Community School of Naples Naples, FL | Promote Judaism | $1,000 |
| Shabtal Yale New Haven, CT | Promote Judaism. | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Michael Rubenstein | Trustee | 1 | — |
| James Rubenstein | Trustee | 0.5 | — |
| Betty Rubenstein | Trustee | 0.5 | — |
| Eric J Rubenstein | Director | — | — |
| Marissa L Bergman | Director | — | — |
| Alana J Adler | Director | — | — |
| Shaina J Rubenstein | Director | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is James and Betty Rubenstein?
James and Betty Rubenstein is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FORT MYERS, FL. It holds $6.7M in total assets as of 2024.
How large is James and Betty Rubenstein?
As of 2024, James and Betty Rubenstein holds $6.7M in total assets with $6.3M in annual revenue. It awarded 8 grants totaling $21K in 2024.
Where does James and Betty Rubenstein operate?
James and Betty Rubenstein has awarded grants in Connecticut, Florida, New York.
What size grants does James and Betty Rubenstein award?
In 2024, James and Betty Rubenstein awarded 8 grants totaling $21K — an average of about $3K per grant, based on its IRS Form 990 filings.
What is James and Betty Rubenstein's EIN?
James and Betty Rubenstein's EIN (Employer Identification Number) is 88-4413468. IRS Form 990 filing data is available on this page for 2022–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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