Joe and Helene Rudberg Family Foundation
Joe and Helene Rudberg Family Foundation is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $204K in total assets. In 2025, it awarded 8 grants totaling $18K. Net investment income was $25K.
Joe and Helene Rudberg Family Foundation at a glance
In short: Joe and Helene Rudberg Family Foundation gave $18K across 8 grants in 2025 (avg $2K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $18,345
- +41.2% vs 2024
- Grants made (2025)
- 8
- -11.1% vs 2024
- Average grant
- $2,293
- +58.9% vs 2024
- Median grant
- $1,000
- Total assets
- $204,247
- +8.3% vs 2024
- Primary geography
- Texas (92% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Joe and Helene Rudberg Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was The Legacy Foundation ($9K). Together the top 7 received $18K.
Organizations only. It also paid 1 individual scholarship ($245), which are not listed by name.
Grant Size Distribution
42 grants across all recorded years
The most common grant size was under $50K: 42 grants of 42 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
How Joe and Helene Rudberg Family Foundation gives
- Giving grew 56% from 2022 to 2025. Method
- In 2025 it paid out 134% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $9K (2020) to $18K (2025). In 2025 it made 8 grants totaling $18K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Legacy Foundation Dallas, TX | Health Care for seniors | $8,600 |
| Fundacion Teleton USA San Antonio, TX | Rehabilitation of Handicapped Children | $5,000 |
| E4E Relief Hyatt Care Fund 3737 Atlanta, GA | Jamaica hurricane storm damage relief | $1,000 |
| St Marks School of Texas Dallas, TX | Education | $1,000 |
| Hockaday School Dallas, TX | Education | $1,000 |
| Dallas Holocaust and Human Rights Museum Dallas, TX | Education | $1,000 |
| Tara Miller Melanoma Foundation Margate, NJ | Melanoma Research and Education | $500 |
| 1 individual scholarship Recipients not named | — | $245 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $204,247 | $34,353 | $18,752 | $18,345 | 8 | $18,752 | $24,946 | $14,045 |
| 2024 | $188,646 | $27,518 | $13,109 | $12,990 | 9 | $12,999 | $17,607 | $12,647 |
| 2023 | $174,237 | $15,002 | $12,888 | $12,540 | 8 | $12,628 | $7,895 | $10,180 |
| 2022 | $172,123 | $23,130 | $12,105 | $11,740 | 10 | $12,105 | $12,172 | $9,700 |
| 2021 | $161,098 | $21,948 | $11,543 | $11,300 | 7 | $11,543 | $13,370 | $10,597 |
| 2020 | $150,692 | $11,717 | $9,090 | $8,990 | 7 | — | $3,021 | $8,396 |
Under IRS private-foundation payout rules, Joe and Helene Rudberg Family Foundation reported a distributable amount of $14K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Joe and Helene Rudberg Family Foundation is led by Joe A Rudberg, Trustee & President on every filing since 2020; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Joe A Rudberg
Trustee & President
On filings since 2020
1 hr/week
No compensation reported
Devon A Rudberg
Trustee
On filings since 2020
1 hr/week
No compensation reported
Helene S Cohen
Trustee & Treasurer
On filings since 2020
1 hr/week
No compensation reported
Sloan B Rudberg
Trustee & Secretary
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Joe and Helene Rudberg Family Foundation
How much does Joe and Helene Rudberg Family Foundation give each year?
Joe and Helene Rudberg Family Foundation gave $18K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $13K across 9 grants.
What is Joe and Helene Rudberg Family Foundation's typical grant size?
Joe and Helene Rudberg Family Foundation's median grant in 2025 was $1,000, and its average grant was $2,293, across 8 grants on its 2025 IRS Form 990-PF.
Where does Joe and Helene Rudberg Family Foundation give grants?
Joe and Helene Rudberg Family Foundation gives mostly in Texas: 92% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Georgia (5%). The most frequent recipient cities were Dallas, TX (4 grants).
Does Joe and Helene Rudberg Family Foundation give general operating support?
Not in 2025: none of the 8 grants with a stated purpose on Joe and Helene Rudberg Family Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Education" (3 grants).
Who are Joe and Helene Rudberg Family Foundation's largest grantees?
Joe and Helene Rudberg Family Foundation's largest 2025 grantees include The Legacy Foundation ($8,600), Fundacion Teleton USA ($5,000) and E4E Relief Hyatt Care Fund 3737 ($1,000), according to its 2025 IRS Form 990-PF. It also paid 1 individual scholarship ($245), which are not listed by name. Together they received 80% of its itemized 2025 grant dollars.
How large is Joe and Helene Rudberg Family Foundation?
Joe and Helene Rudberg Family Foundation reported $204K in total assets on its 2025 IRS Form 990-PF. It paid out $19K in qualifying distributions that year, against a required minimum of $14K (roughly 5% of its investment assets).
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS September 20, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 14, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 29, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 28, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 3, 2026)
Live grants for the work Joe and Helene Rudberg Family Foundation funds
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