James and Betty Rubenstein

FORT MYERS, FL EIN: 88-4413468

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

Bonita SpringsFort MeyersFort MyersNaplesNew HavenNew York

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$3M$5M$7M202220232024
Metric202420232022
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

$0$5K$11K$16K$21K0 grants20225 grants20238 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

Jewish Federation of Gre…$6KShabtal Yale$5KChabad of SWFL$4KCanterbury School Fort M…$3KTemple Judea Fort Myers$1KChabad of Florida Gulf C…$1KChabad Jewish Center of …$1KCommunity School of Naples$1K

Grant Size Distribution

13 grants across all recorded years

13<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

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).

RecipientPurposeAmount
Jewish Federation of Greater Naples Naples, FLPromote and support Judaism.$6,000
Temple Judea Fort Myers Fort Myers, FLPromote and support Judaism.$1,000
Chabad of Florida Gulf Coast Univer Fort Myers, FLPromote and support Judaism.$1,000
Chabad of SWFL Fort Meyers, FLPromote Jewish Culture$3,600
Chabad Jewish Center of Bonita Spri Bonita Springs, FLPromote Judaism$1,000
Canterbury School Fort Meyers Fort Myers, FLPromote Judaism$2,500
Community School of Naples Naples, FLPromote Judaism$1,000
Shabtal Yale New Haven, CTPromote Judaism.$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Michael RubensteinTrustee1
James RubensteinTrustee0.5
Betty RubensteinTrustee0.5
Eric J RubensteinDirector
Marissa L BergmanDirector
Alana J AdlerDirector
Shaina J RubensteinDirector

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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