William E & Theresa M Rubert Memorial

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 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 1 grants totaling $80K. Net investment income was $86K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.3M

-2.0% YoY

Annual Giving

$80K

-38.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$80K

-38.5% YoY

Under IRS private-foundation payout rules, William E & Theresa M Rubert Memorial reported a distributable amount of $133K for 2024 — the minimum it must pay out in qualifying distributions.

About William E & Theresa M Rubert Memorial

Based on IRS filings

Focus Areas

Education

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $370K (100%)

States

Pennsylvania

Cities

Philadelphia

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,345,087	$1,372,409	$1,374,005
Revenue	$86,352	$145,499	$71,926
Expenses	$113,844	$147,095	$115,469
Qualifying Distributions	$112,025	$143,438	$107,066
Net Investment Income	$86,083	$145,228	$69,503
Distributable Amount	$133,244	$125,528	$130,122

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Drexel University College of Nursing & Health Professions ($80,000).

Recipient	Purpose	Amount
DREXEL UNIVERSITY COLLEGE OF NURSING & HEALTH PROFESSIONS PHILADELPHIA, PA	NURSING SCHOLARSHIPS AND GRANTS	$80,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
DR JEAN MACFADYEN	TRUSTEE / CHAIR	15	$13,400
MR EDWARD L STILLMAN	TRUSTEE	0.25	$1,000
DR JAMES C REYNOLDS	TRUSTEE	0.25	—
RICHARD B ANTHONY ESQ	TRUSTEE	0.25	$1,000
KARYN HOLT PHD RN	TRUSTEE	0.5	$1,250

Subject Areas

Focus areas based on grantmaking activity

Education

Frequently Asked Questions

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 $1.3M in total assets as of 2024.

How large is William E & Theresa M Rubert Memorial?

As of 2024, William E & Theresa M Rubert Memorial holds $1.3M in total assets with $86K in annual revenue. It awarded 1 grants totaling $80K in 2024.

Where does William E & Theresa M Rubert Memorial operate?

William E & Theresa M Rubert Memorial has awarded grants in Pennsylvania.

What size grants does William E & Theresa M Rubert Memorial award?

In 2024, William E & Theresa M Rubert Memorial awarded 1 grants totaling $80K — an average of about $80K per grant, based on its IRS Form 990 filings.

How much is William E & Theresa M Rubert Memorial required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, William E & Theresa M Rubert Memorial reported a distributable amount of $133K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.