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
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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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