The Geraldine and Norman Rubenstein Charitable Foundation

Private foundation · Grantmaker Cuba, MO EIN: 43-1764021

The Geraldine and Norman Rubenstein Charitable Foundation is a private foundation focused on religion, based in Cuba, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $440K in total assets. In 2024, it awarded 3 grants totaling $10K. Net investment income was $18K.

The Geraldine and Norman Rubenstein Charitable Foundation at a glance

In short: The Geraldine and Norman Rubenstein Charitable Foundation gave $10K across 3 grants in 2024 (avg $3K), mostly in New York. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$10,062
-72.1% vs 2023
Grants made (2024)
3
-25.0% vs 2023
Average grant
$3,354
-62.8% vs 2023
Median grant
$2,500
Total assets
$439,536
+0.9% vs 2023
Primary geography
New York (50% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated October 2026.

Who The Geraldine and Norman Rubenstein Charitable Foundation funds

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Friends of the Lone Soldiers: $5KFriends of the Lone Soldiers$5KMo Baptist Healthcare Foundation: $3KMo Baptist HealthcareFoundation$3KMayo Clinic Department of Development: $3KMayo Clinic Department ofDevelopment$3K

The largest 2024 recipient was Friends of the Lone Soldiers ($5K). Together the top 3 received $10K.

Grant Size Distribution

18 grants across all recorded years

18<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 18 grants of 18 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of 2024 grant dollars across all 3 itemized grants.

Cities

St. LouisCubaMemphisNew YorkRochesterUnionWentzville

How The Geraldine and Norman Rubenstein Charitable Foundation gives

  • Giving fell 54% from 2021 to 2024. Method
  • In 2024 it paid out 29% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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

$0$10K$20K$30K$40K5 grants2020 4 grants2021 2 grants2022 4 grants2023 3 grants2024

From 2020 to 2024, annual grant giving ranged from $10K (2024) to $36K (2023). In 2024 it made 3 grants totaling $10K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Friends of the Lone Soldiers New York, NYTo Further Organization's Exempt Purpose$5,062
Mo Baptist Healthcare Foundation St. Louis, MOTo Further Organization's Exempt Purpose$2,500
Mayo Clinic Department of Development Rochester, MNTo Further Organization's Exempt Purpose$2,500
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024$439,536$18,041$14,418$10,0623$10,062$18,041$34,358
2023$435,656$23,092$43,153$36,0464$36,046$23,092$30,078
2022$455,430$30,944$21,515$18,0002$18,000$30,943$29,645
2021$446,001$43,932$42,400$22,0004$22,000$43,578$31,611
2020$444,469$25,942$54,914$30,0005—$22,896$24,737

Under IRS private-foundation payout rules, The Geraldine and Norman Rubenstein Charitable Foundation reported a distributable amount of $34K for 2024 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

The Geraldine and Norman Rubenstein Charitable Foundation is led by Lynn R. Wallis, President & Director since 2022 (on filings since 2020); none of the 14 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Lynn R. Wallis

    President & Director

    Chairman & Director → President & Director, 2022

    On filings since 2020

    1 hr/week

    $1K (2020) → $0 (2024)

  • Adam Wallis

    Director

    On filings since 2020

    1 hr/week

    $1K (2020) → $0 (2024)

  • Andrea Lyell

    Director

    On filings since 2020

    1 hr/week

    $1K (2020) → $0 (2024)

  • Chad Wallis

    Director

    On filings since 2020

    1 hr/week

    $1K (2020) → $0 (2024)

  • Dana March

    Director

    On filings since 2020

    1 hr/week

    $1K (2020) → $0 (2024)

  • Daniel Rubenstein

    Director

    On filings since 2020

    1 hr/week

    $2K (2020) → $0 (2024)

  • Emily Kupperman

    Director

    On filings since 2020

    1 hr/week

    $2K (2020) → $0 (2024)

  • Jason Wallis

    Director

    On filings since 2020

    1 hr/week

    $1K (2020) → $0 (2024)

  • Mark H. Rubenstein

    Treasurer & Director

    On filings since 2020

    1 hr/week

    $2K (2020) → $0 (2024)

  • Michael Rubenstein

    Director

    On filings since 2020

    1 hr/week

    $2K (2020) → $0 (2024)

  • Rachel Andreasson

    Secretary & Director

    On filings since 2020

    1 hr/week

    $1K (2020) → $0 (2024)

  • Richard Wasserman

    Director

    On filings since 2020

    1 hr/week

    $1K (2020) → $0 (2024)

  • Toni Oldham

    Director

    On filings since 2020

    1 hr/week

    $1K (2020) → $0 (2024)

  • William Rubenstein

    Director

    On filings since 2020

    1 hr/week

    $2K (2020) → $0 (2024)

Former officers (1)
  • Former: Jane B. Wasserman (2020–2021) — President & Director

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.

Compensation Overview

From 2021 IRS filing

Jane B Wasserman — President/Director: $1KJane B WassermanPresident/Director$1KRachel Andreasson — Secretary/Director: $1KRachel AndreassonSecretary/Director$1KMark H Rubenstein — Treasurer/Director: $1KMark H RubensteinTreasurer/Director$1KLynn R Wallis — Chairman/Director: $1KLynn R WallisChairman/Director$1KWilliam Rubenstein — Director: $1KWilliam RubensteinDirector$1KJason Wallis — Director: $1KJason WallisDirector$1KRichard Wasserman — Director: $1KRichard WassermanDirector$1KDana March — Director: $1KDana MarchDirector$1KChad Wallis — Director: $1KChad WallisDirector$1KAdam Wallis — Director: $1KAdam WallisDirector$1KAndrea Lyell — Director: $1KAndrea LyellDirector$1KToni Oldham — Director: $1KToni OldhamDirector$1KMichael Rubenstein — Director: $1KMichael RubensteinDirector$1KDaniel Rubenstein — Director: $1KDaniel RubensteinDirector$1KEmily Kupperman — Director: $1KEmily KuppermanDirector$1K

The highest reported compensation on the 2021 filing was $1K, to Jane B Wasserman (President/Director). 15 officers or directors reported compensation on that filing.

Frequently asked questions about The Geraldine and Norman Rubenstein Charitable Foundation

How much does The Geraldine and Norman Rubenstein Charitable Foundation give each year?

The Geraldine and Norman Rubenstein Charitable Foundation gave $10K across 3 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $36K across 4 grants.

What is The Geraldine and Norman Rubenstein Charitable Foundation's typical grant size?

The Geraldine and Norman Rubenstein Charitable Foundation's median grant in 2024 was $2,500, and its average grant was $3,354, across 3 grants on its 2024 IRS Form 990-PF.

Where does The Geraldine and Norman Rubenstein Charitable Foundation give grants?

The Geraldine and Norman Rubenstein Charitable Foundation gives mostly in New York: 50% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Missouri (25%) and Minnesota (25%).

How large is The Geraldine and Norman Rubenstein Charitable Foundation?

The Geraldine and Norman Rubenstein Charitable Foundation reported $440K in total assets on its 2024 IRS Form 990-PF. It paid out $10K in qualifying distributions that year, against a required minimum of $34K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is The Geraldine and Norman Rubenstein Charitable Foundation?

The Geraldine and Norman Rubenstein Charitable Foundation is a private foundation focused on religion, based in Cuba, MO. It holds $440K in total assets as of 2024.

What is The Geraldine and Norman Rubenstein Charitable Foundation's EIN?

The Geraldine and Norman Rubenstein Charitable Foundation's EIN (Employer Identification Number) is 43-1764021. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

Data update history

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 11, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS January 30, 2023)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 15, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 18, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS November 11, 2025)
  6. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from The Geraldine and Norman Rubenstein Charitable Foundation'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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