The Rubenstein Family Trust is a private foundation based in Marion, Massachusetts, established in 1997 and tax-exempt since May 1998. The trust operates as a 501(c)(3) organization classified under the NTEE category of Private Grantmaking Foundations. It functions as a grantmaking foundation with no employees.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.6M
+16.9% YoY
Annual Giving
$294K
-22.1% YoY
Grant Count
21
+5.0% YoY
Avg Grant Size
$14K
-25.9% YoY
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.
Mission & Focus Areas
The foundation supports organizations involved in education, the environment, health, disaster relief, youth development, human services, community development, and Judaism. The trust has demonstrated particular commitment to educational activities, the arts, medical activities, American veterans, and the Jewish community.
Grantmaking
The Rubenstein Family Trust made 20 grants in 2023. Typical grant awards range from $500 to $150,000. Recent grantees have included:
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Geographic Focus
Where this funder awards grants
The foundation funds organizations across multiple states, with particular activity in Massachusetts, Florida, and New York. Notable cities funded include Boston, New York, Seattle, and Philadelphia. The trust also supports organizations in Colorado, Washington, Maine, and Pennsylvania.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total Assets: $1,625,950
- Total Revenue: $542,355
- Total Giving: $293,500
- Total Expenses: $308,000
As of 2023:
- Total Assets: $1,391,377
- Total Revenue: $507,447
- Total Expenses: $388,698
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,625,950 | $1,391,377 | $1,272,879 |
| Revenue | $542,355 | $507,447 | $535,654 |
| Expenses | $307,888 | $388,698 | $268,927 |
| Qualifying Distributions | $293,500 | $377,000 | $260,300 |
| Net Investment Income | $29,967 | $25,985 | $127,232 |
| Distributable Amount | $106,492 | $81,425 | $73,801 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
102 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include New Bedford Whaling Museum ($105,000), Cleveland Clinic ($30,000), Carroll School ($25,000).
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JAMES L RUBENSTEIN | TRUSTEE | 0.2 | — |
| BENJAMIN C RUBENSTEIN | TRUSTEE | 0.1 | — |
| SAMUEL R RUBENSTEIN | TRUSTEE | 0.1 | — |
Contact Information
- Address: 163 Allens Point Rd, Marion, MA 02738-2301
- Telephone: 508-524-6800
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Rubenstein Family Trust fund?
The foundation supports organizations involved in education, the environment, health, disaster relief, youth development, human services, community development, and Judaism. The trust has demonstrated particular commitment to educational activities, the arts, medical activities, American veterans, and the Jewish community.
How do I apply for a grant from Rubenstein Family Trust?
The Rubenstein Family Trust made 20 grants in 2023. Typical grant awards range from $500 to $150,000. Recent grantees have included: • **Carroll School** ($50,000 in 2023) — 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 • **The Park School** — To support academic excellence, combining high standards of scholarship and encouragement of each child to develop to t…
Where does Rubenstein Family Trust make grants?
The foundation funds organizations across multiple states, with particular activity in Massachusetts, Florida, and New York. Notable cities funded include Boston, New York, Seattle, and Philadelphia. The trust also supports organizations in Colorado, Washington, Maine, and Pennsylvania.
What size grants does Rubenstein Family Trust award?
In 2024, Rubenstein Family Trust awarded 21 grants totaling $294K — an average of about $14K per grant, based on its IRS Form 990 filings.
How much is Rubenstein Family Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Rubenstein Family Trust reported a distributable amount of $106K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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