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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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