Milton and Margie Ruben Charitable
Milton and Margie Ruben Charitable is a private foundation, based in Augusta, GA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.1M in total assets. In 2025, it awarded 9 grants totaling $68K. Net investment income was $60K.
Milton and Margie Ruben Charitable at a glance
In short: Milton and Margie Ruben Charitable gave $68K across 9 grants in 2025 (avg $8K), mostly in Louisiana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $68,025
- +55.2% vs 2024
- Grants made (2025)
- 9
- +12.5% vs 2024
- Average grant
- $7,558
- +38.0% vs 2024
- Median grant
- $1,640
- Total assets
- $1,132,092
- -1.6% vs 2024
- Primary geography
- Louisiana (74% 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 Milton and Margie Ruben Charitable funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Tulane University Bookfest ($50K). Together the top 9 received $68K.
Grant Size Distribution
53 grants across all recorded years
The most common grant size was under $50K: 51 grants of 53 (96%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
Cities
How Milton and Margie Ruben Charitable gives
- Giving grew 101% from 2022 to 2025. Method
- In 2025 it paid out 115% 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 2019 to 2025, annual grant giving ranged from $34K (2022) to $68K (2025). In 2025 it made 9 grants totaling $68K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Tulane University Bookfest New Orleans, LA | Community Support | $50,000 |
| Mountain Theater CO Highlands, NC | Community Support | $5,642 |
| Jewish Community Center and Federation of Augusta Augusta, GA | Religious | $5,000 |
| Adas Yeshurun Augusta, GA | Religious | $2,000 |
| Highlands Cashiers Chamber Music Festival Highlands, NC | Community Support | $1,640 |
| Center for Life Enrichment Cleveland, OH | Community Support | $1,500 |
| Ray Coleman Bridge Club Augusta, GA | Community Support | $1,080 |
| Memphis Jewish Federation Germantown, TN | Religious | $1,000 |
| Augusta University Augusta, GA | Community Support | $163 |
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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 | $1,132,092 | $61,977 | $79,831 | $68,025 | 9 | $68,025 | $60,377 | $59,115 |
| 2024 | $1,149,946 | $320,584 | $55,493 | $43,817 | 8 | $43,817 | $308,627 | $52,518 |
| 2023 | $860,019 | $26,688 | $86,202 | $60,902 | 7 | $60,902 | $30,310 | $51,570 |
| 2022 | $919,533 | $725,825 | $38,534 | $33,852 | 17 | $33,852 | $722,935 | $43,502 |
| 2021 | $232,242 | $51,766 | $48,212 | $46,232 | 12 | $46,232 | $50,534 | $51,139 |
| 2020 | $228,688 | $31,853 | $46,005 | $43,000 | 10 | — | $29,677 | $46,088 |
| 2019 | $242,840 | $53,181 | $42,624 | $41,398 | 13 | — | $46,455 | $46,105 |
Under IRS private-foundation payout rules, Milton and Margie Ruben Charitable reported a distributable amount of $59K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Milton and Margie Ruben Charitable's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Amy Bernstein
Trustee
On filings since 2019
No compensation reported
Jody Cohen
Trustee
On filings since 2024
No compensation reported
Marjorie Ruben
Trustee
On filings since 2024
No compensation reported
Former officers (1)
- Former: Milton Ruben (2019–2023) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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 Milton and Margie Ruben Charitable
How much does Milton and Margie Ruben Charitable give each year?
Milton and Margie Ruben Charitable gave $68K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $44K across 8 grants.
What is Milton and Margie Ruben Charitable's typical grant size?
Milton and Margie Ruben Charitable's median grant in 2025 was $1,640, and its average grant was $7,558, across 9 grants on its 2025 IRS Form 990-PF.
Where does Milton and Margie Ruben Charitable give grants?
Milton and Margie Ruben Charitable gives mostly in Louisiana: 74% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Georgia (12%) and North Carolina (11%). The most frequent recipient cities were Augusta, GA (4 grants) and Highlands, NC (2 grants).
Does Milton and Margie Ruben Charitable give general operating support?
Not in 2025: none of the 9 grants with a stated purpose on Milton and Margie Ruben Charitable's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Community Support" (6 grants) and "Religious" (3 grants).
Who are Milton and Margie Ruben Charitable's largest grantees?
Milton and Margie Ruben Charitable's largest 2025 grantees include Tulane University Bookfest ($50,000), Mountain Theater CO ($5,642) and Jewish Community Center and Federation of Augusta ($5,000), according to its 2025 IRS Form 990-PF. Together they received 89% of its itemized 2025 grant dollars.
How large is Milton and Margie Ruben Charitable?
Milton and Margie Ruben Charitable reported $1.1M in total assets on its 2025 IRS Form 990-PF. It paid out $68K in qualifying distributions that year, against a required minimum of $59K (roughly 5% of its investment assets).
What is Milton and Margie Ruben Charitable's EIN?
Milton and Margie Ruben Charitable's EIN (Employer Identification Number) is 26-2569721. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 14, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Milton and Margie Ruben Charitable funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Milton and Margie Ruben Charitable's focus areas in our free grants database
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