Rubenstein Family Trust
The Rubenstein Family Trust is a private foundation based in Marion, Massachusetts. Its 2024 grants supported organizations working in areas including arts and history, education, health and medical research, veterans’ services, and environmental and maritime conservation.
Rubenstein Family Trust at a glance
In short: Rubenstein Family Trust gave $294K across 21 grants in 2024 (avg $14K), mostly in Massachusetts. 33% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $293,500
- -22.1% vs 2023
- Grants made (2024)
- 21
- +5.0% vs 2023
- Average grant
- $13,976
- -25.9% vs 2023
- Median grant
- $10,000
- Total assets
- $1,625,950
- +16.9% vs 2023
- New grantees (estimate)
- 33% first-time grantees (7 of 21, 2024; small sample)
- Primary geography
- Massachusetts (71% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Rubenstein Family Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests.
- Contact
Mailing address: 163 Allens Point, Marion, MA 02738-2301
Phone: (508) 524-6800
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Rubenstein Family Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was New Bedford Whaling Museum ($105K). Together the top 10 received $247K.
Grant Size Distribution
102 grants across all recorded years
The most common grant size was under $50K: 95 grants of 102 (93%).
Geographic Focus
Where this funder awards grants
In 2024, Massachusetts organizations received 71% of grant dollars, followed by organizations in Ohio (10%), New York (9%), Florida (4%), and Maine (3%). The trust’s listed 2024 grants also included recipients in other states.
Grant Distribution by State
Share of 2024 grant dollars across all 21 itemized grants.
States
Cities
Is Rubenstein Family Trust open to new grantees?
33%
first-time grantees, 2024
In 2024, 7 of 21 grantees (33%) were first-time recipients. With only 21 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $10K; repeat grants $16K. How we count
Medians: $6K first-time, $10K repeat.
- 62% of 2024 grantees were also funded in 2023. Method
- Giving fell 30% from 2021 to 2024. Method
- In 2024 it paid out 276% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $260K (2022) to $421K (2021). In 2024 it made 21 grants totaling $294K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| New Bedford Whaling Museum New Bedford, MA | To ignite learning through explorations of art, history, science and culture rooted in the stories of people, the region, and an international seaport | $105,000 |
| Cleveland Clinic Independence, OH | To care for life, research for health, and educate those who serve | $30,000 |
| Carroll School Lincoln, MA | To empower children with language-based learning differences, such as dyslexia, to become academically skilled students who are strong self-advocates and confident lifelong learners | $25,000 |
| Brigham & Womens Hospital Boston, MA | To maintain and restore health through leadership in compassionate care, scientific discovery and education. | $20,000 |
| Dana Farber Boston, MA | To provide expert, compassionate, and equitable care to children, adults, and their families, while advancing the understanding, diagnosis, treatment, cure, and prevention of cancer and related diseases | $15,000 |
| Tunnel to Towers Foundation Staten Island, NY | To honor military and first responders and their families who continue to make the supreme sacrifice of life and limb for our country | $12,000 |
| Sea Meadow Marine Foundation Yarmouth, ME | To preserve Maine's working waterfront through a callaborative, sustainable approach to regenerate our coast, improve marine and public health, and protect our maritime heritage | $10,000 |
| Lustgarten Foundation Uniondale, NY | To Fund Pancreatic Cancer Research in the World | $10,000 |
| YMCA Old Colony Brockton Brockton, MA | To build a healthy spirit, mind and body for all | $10,000 |
| Home for Our Troops Taunton, MA | To build and donate specially adapted custom homes nationwide for severely injured post-9/11 veterans to enable them to rebuild their lives | $10,000 |
Ready to take the next step with Rubenstein Family Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $1,625,950 | $542,355 | $307,888 | $293,500 | 21 | $293,500 | $29,967 | $106,492 |
| 2023 | $1,391,377 | $507,447 | $388,698 | $377,000 | 20 | $377,000 | $25,985 | $81,425 |
| 2022 | $1,272,879 | $535,654 | $268,927 | $260,300 | 20 | $260,300 | $127,232 | $73,801 |
| 2021 | $1,030,946 | $391,972 | $435,566 | $420,750 | 24 | $420,750 | $78,156 | $78,772 |
| 2020 | $1,049,875 | $233,749 | $292,152 | $279,700 | 17 | — | $8,530 | $68,006 |
Under IRS private-foundation payout rules, Rubenstein Family Trust reported a distributable amount of $106K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2024 grants included support for organizations with varied missions. For example, the New Bedford Whaling Museum received support for learning through art, history, science, and culture; Carroll School describes its work as empowering children with language-based learning differences; and Sea Meadow Marine Foundation says it works to preserve Maine’s working waterfront and protect maritime heritage.
Other 2024 grantees describe missions involving health care and research, cancer research, veterans’ housing, community well-being, and environmental conservation. These are the grantees’ stated missions, not a stated mission of the trust.
Grantmaking
In 2024, the trust reported 21 grants totaling $293,500. Grants ranged from $500 to $105,000, with a median grant of $10,000. In 2023, it reported 20 grants totaling $377,000; in 2022, it reported 20 grants totaling $260,300.
The largest 2024 grants included $105,000 to New Bedford Whaling Museum, $30,000 to Cleveland Clinic, $25,000 to Carroll School, $20,000 to Brigham & Women’s Hospital, and $15,000 to Dana-Farber. Other recipients included Tunnel to Towers Foundation ($12,000), Sea Meadow Marine Foundation ($10,000), Lustgarten Foundation ($10,000), YMCA Old Colony Brockton ($10,000), Home for Our Troops ($10,000), and Park School ($10,000).
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists James L. Rubenstein, Benjamin C. Rubenstein, and Samuel R. Rubenstein as trustees.
Rubenstein Family Trust's 2024 filing lists 3 officers; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Benjamin C. Rubenstein
Trustee
On filings since 2020
0.1 hrs/week
No compensation reported
James L. Rubenstein
Trustee
On filings since 2020
0.2 hrs/week
No compensation reported
Samuel R. Rubenstein
Trustee
On filings since 2020
0.1 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 Rubenstein Family Trust
How much does Rubenstein Family Trust give each year?
Rubenstein Family Trust gave $294K across 21 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $377K across 20 grants.
What is Rubenstein Family Trust's typical grant size?
Rubenstein Family Trust's median grant in 2024 was $10,000, and its average grant was $13,976, across 21 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Rubenstein Family Trust that year got $10K on average.
Where does Rubenstein Family Trust give grants?
Rubenstein Family Trust gives mostly in Massachusetts: 71% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Ohio (10%) and New York (9%). The most frequent recipient cities were Boston, MA (2 grants), Brockton, MA (2 grants) and Brookline, MA (2 grants).
Does Rubenstein Family Trust give general operating support?
Not in 2024: none of the 21 grants with a stated purpose on Rubenstein Family Trust's 2024 IRS Form 990-PF were described as general or operating support.
Who are Rubenstein Family Trust's largest grantees?
Rubenstein Family Trust's largest 2024 grantees include New Bedford Whaling Museum ($105,000), Cleveland Clinic ($30,000) and Carroll School ($25,000), according to its 2024 IRS Form 990-PF. Together they received 55% of its itemized 2024 grant dollars.
How large is Rubenstein Family Trust?
Rubenstein Family Trust reported $1.6M in total assets on its 2024 IRS Form 990-PF. It paid out $294K in qualifying distributions that year, against a required minimum of $106K (roughly 5% of its investment assets).
What does Rubenstein Family Trust fund?
No mission statement for the trust is provided. Its 2024 grants included support for organizations with varied missions. See mission & focus areas ↑
How do I apply for a grant from Rubenstein Family Trust?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Rubenstein Family Trust's EIN?
Rubenstein Family Trust's EIN (Employer Identification Number) is 04-6833651. IRS Form 990 filing data is available on this page for 2020–2024.
Does Rubenstein Family Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Rubenstein Family Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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Browse active grant opportunities in Rubenstein Family Trust's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Rubenstein Family Trust funder profile. GrantGraph. Retrieved October 17, 2026, from https://grantable.co/funders/rubenstein-family-trust-morg_cbf6b4cfde914a069a4805f2ec8739eb
BibTeX
@misc{grantable_046833651_2026,
author = {{Grantable}},
title = {{Rubenstein Family Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/rubenstein-family-trust-morg_cbf6b4cfde914a069a4805f2ec8739eb},
note = {Accessed 2026-10-17. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Rubenstein Family Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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