William E & Theresa M Rubert Memorial

Private foundation · Grantmaker Malvern, PA EIN: 23-6956994

William E & Theresa M Rubert Memorial is a private foundation focused on Education, based in Malvern, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.6M in total assets. In 2025, it awarded 9 grants totaling $135K. Net investment income was $1.4M.

Key facts about William E & Theresa M Rubert Memorial

In short: William E & Theresa M Rubert Memorial gave $135K across 9 grants in 2025 (avg $15K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.

EIN
23-6956994
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$135,000
Grants made (2025)
9
Average grant
$15,000
Median grant
$15,000
Total assets
$2,611,193
Primary geography
Pennsylvania (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.6M

+94.1% YoY

Annual Giving

$135K

+68.8% YoY

Grant Count

9

+800.0% YoY

Avg Grant Size

$15K

-81.3% YoY

Under IRS private-foundation payout rules, William E & Theresa M Rubert Memorial reported a distributable amount of $115K for 2025 — the minimum it must pay out in qualifying distributions.

How William E & Theresa M Rubert Memorial gives

  • Giving grew 59% from 2022 to 2025. Method
  • In 2025 it paid out 143% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 9 itemized grants.

States

Cities

PhiladelphiaPhildelphia

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 9 grants2025

From 2020 to 2025, annual grant giving ranged from $35K (2021) to $135K (2025). In 2025 it made 9 grants totaling $135K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Alexa Blankenbill Co Drexel Univers: $15KAlexa Blankenbill Co DrexelUnivers$15KTamilia B Francis Co Drexel Univers: $15KTamilia B Francis Co DrexelUnivers$15KCatherine Zhuiko Co Drexel Universi: $15KCatherine Zhuiko Co DrexelUniversi$15K

The largest 2025 recipient was Alexa Blankenbill Co Drexel Univers ($15K). Together the top 3 received $45K.

Organizations only. It also paid 6 individual scholarships ($90,000), which are not listed by name.

Grant Size Distribution

13 grants across all recorded years

10<$50K2$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 10 grants of 13 (77%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Alexa Blankenbill Co Drexel Univers Phildelphia, PANursing Scholarships and Grants$15,000
6 individual scholarships Recipients not named —$90,000
Tamilia B Francis Co Drexel Univers Phildelphia, PANursing Scholarships and Grants$15,000
Catherine Zhuiko Co Drexel Universi Phildelphia, PANursing Scholarships and Grants$15,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M$2M2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$2,611,193$1,345,087$1,372,409
Revenue$1,442,764$86,352$145,499
Expenses$184,730$113,844$147,095
Qualifying Distributions$163,999$112,025$143,438
Net Investment Income$1,425,538$86,083$145,228
Distributable Amount$115,037$133,244$125,528

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS July 29, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

William E & Theresa M Rubert Memorial is led by Jean S. Macfadyen, Trustee & Chair on every filing since 2020; all 5 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Jean S. Macfadyen

    Trustee & Chair

    On filings since 2020

    15 hrs/week

    $13K (2020) → $13K (2025)

  • Edward L. Stillman

    Trustee

    On filings since 2020

    0.3 hrs/week

    $500 (2020) → $1K (2025)

  • Karyn Holt PhD RN

    Trustee

    On filings since 2022

    0.3 hrs/week

    $750 (2022) → $1K (2025)

  • Richard B. Anthony Esq.

    Trustee

    On filings since 2022

    0.3 hrs/week

    $250 (2022) → $1K (2025)

  • Philip V. Scribano

    Trustee

    New on the 2025 filing

    0.3 hrs/week

    $250 (2025)

Former officers (4)
  • Former: James C. Reynolds (2020–2024) — Trustee
  • Former: Martha E. Maccullough (2020–2021) — Trustee
  • Former: Thomas E. Martin Jr. (2020–2021) — Trustee
  • Former: Kathleen Brewer-Smyth (2020) — Trustee

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Dr Jean S Macfadyen — Trustee / Chair: $13KDr Jean S MacfadyenTrustee / Chair$13KMr Edward L Stillman — Trustee: $1KMr Edward L StillmanTrustee$1KRichard B Anthony ESQ — Trustee: $1KRichard B Anthony ESQTrustee$1KKaryn Holt PHD RN — Trustee: $1KKaryn Holt PHD RNTrustee$1KDr Philip V Scribano — Trustee as of July 2025: $250Dr Philip V ScribanoTrustee as of July 2025$250

The highest reported compensation on the 2025 filing was $13K, to Dr Jean S Macfadyen (Trustee / Chair). 5 officers or directors reported compensation on that filing.

Frequently asked questions about William E & Theresa M Rubert Memorial

How much does William E & Theresa M Rubert Memorial give each year?

William E & Theresa M Rubert Memorial gave $135K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $80K across 1 grant.

What is William E & Theresa M Rubert Memorial's typical grant size?

William E & Theresa M Rubert Memorial's median grant in 2025 was $15,000, and its average grant was $15,000, across 9 grants on its 2025 IRS Form 990-PF.

Where does William E & Theresa M Rubert Memorial give grants?

William E & Theresa M Rubert Memorial gives mostly in Pennsylvania: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Phildelphia, PA (3 grants).

Does William E & Theresa M Rubert Memorial give general operating support?

Not in 2025: none of the 9 grants with a stated purpose on William E & Theresa M Rubert Memorial's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Nursing Scholarships and Grants" (8 grants).

Who are William E & Theresa M Rubert Memorial's largest grantees?

William E & Theresa M Rubert Memorial's largest 2025 grantees include Alexa Blankenbill Co Drexel Univers ($15,000), Tamilia B Francis Co Drexel Univers ($15,000) and Catherine Zhuiko Co Drexel Universi ($15,000), according to its 2025 IRS Form 990-PF. It also paid 6 individual scholarships ($90,000), which are not listed by name. Together they received 33% of its itemized 2025 grant dollars.

How large is William E & Theresa M Rubert Memorial?

William E & Theresa M Rubert Memorial reported $2.6M in total assets on its 2025 IRS Form 990-PF. It paid out $164K in qualifying distributions that year, against a required minimum of $115K (roughly 5% of its investment assets).

What is William E & Theresa M Rubert Memorial?

William E & Theresa M Rubert Memorial is a private foundation focused on Education, based in Malvern, PA. It holds $2.6M in total assets as of 2025.

What is William E & Theresa M Rubert Memorial's EIN?

William E & Theresa M Rubert Memorial's EIN (Employer Identification Number) is 23-6956994. IRS Form 990 filing data is available on this page for 2020–2025.

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

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