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
1
+0.0% YoY
Avg Grant Size
$80K
-38.5% YoY
About William E & Theresa M Rubert Memorial
Based on IRS filings
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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
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 |
|---|---|---|---|
| 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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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