Joe and Helene Rudberg Family Foundation
Joe and Helene Rudberg Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $189K in total assets. In 2024, it awarded 9 grants totaling $13K. Net investment income was $18K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$189K
+8.3% YoY
Annual Giving
$13K
+3.6% YoY
Grant Count
9
+12.5% YoY
Avg Grant Size
$1K
-7.9% YoY
Under IRS private-foundation payout rules, Joe and Helene Rudberg Family Foundation reported a distributable amount of $13K for 2024 — the minimum it must pay out in qualifying distributions.
About Joe and Helene Rudberg Family Foundation
Based on IRS filings
Joe and Helene Rudberg Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $189K in total assets. In 2024, it awarded 9 grants totaling $13K. Net investment income was $18K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $188,646 | $174,237 | $172,123 |
| Revenue | $27,518 | $15,002 | $23,130 |
| Expenses | $13,109 | $12,888 | $12,105 |
| Qualifying Distributions | $12,999 | $12,628 | $12,105 |
| Net Investment Income | $17,607 | $7,895 | $12,172 |
| Distributable Amount | $12,647 | $10,180 | $9,700 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
41 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Fundacion Teleton USA ($5,000), The Legacy Midtown Park Gap Campaign ($5,000), St Marks School of Texas ($1,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Tara Miller Melanoma Foundation Margate, NJ | Melanoma Research and Education | $500 |
| Fundacion Teleton USA San Antonio, TX | Rehabilitation of Handicapped Children | $5,000 |
| The Legacy Midtown Park Gap Campaign Dallas, TX | Health Care for seniors | $5,000 |
| St Marks School of Texas Dallas, TX | Education | $1,000 |
| Hockaday School Dallas, TX | Education | $500 |
| KERA Dallas, TX | Public Radio | $200 |
| Educational Opportunities Dallas, TX | Education | $240 |
| Educational Oportunities Dallas, TX | Education scholarships | $250 |
| Dallas Holocaust and Human Rights Museum Dallas, TX | Education | $300 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Joe A Rudberg | Trustee and President | 1 | — |
| Devon A Rudberg | Trustee | 1 | — |
| Helene S Cohen | Trustee and Treasurer | 1 | — |
| Sloan B Rudberg | Trustee and Secretary | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Joe and Helene Rudberg Family Foundation?
Joe and Helene Rudberg Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $189K in total assets as of 2024.
How large is Joe and Helene Rudberg Family Foundation?
As of 2024, Joe and Helene Rudberg Family Foundation holds $189K in total assets with $28K in annual revenue. It awarded 9 grants totaling $13K in 2024.
Where does Joe and Helene Rudberg Family Foundation operate?
Joe and Helene Rudberg Family Foundation has awarded grants in District of Columbia, New Jersey, New York, Texas.
What size grants does Joe and Helene Rudberg Family Foundation award?
In 2024, Joe and Helene Rudberg Family Foundation awarded 9 grants totaling $13K — an average of about $1K per grant, based on its IRS Form 990 filings.
How much is Joe and Helene Rudberg Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Joe and Helene Rudberg Family Foundation reported a distributable amount of $13K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Joe and Helene Rudberg Family Foundation's EIN?
Joe and Helene Rudberg Family Foundation's EIN (Employer Identification Number) is 20-0263342. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Joe and Helene Rudberg Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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