AUMdb

William E & Theresa M Rubert Memorial Trust

EIN 236956994 · 501(c)(3) · Private foundation · Malvern, PA · recognized 1990

Assets
$2.6M
Revenue
$86.4K
Expenses
$114K
Investment income
$86.1K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Dr Jean Macfadyen Trustee / chair $13,400 $0
Karyn Holt Phd Rn Trustee $1,250 $0
Mr Edward L Stillman Trustee $1,000 $0
Richard B Anthony Esq Trustee $1,000 $0
Dr James C Reynolds Trustee $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
12/31/2024 $2.6M $86.4K $114K 990 990PF · obj 202501349349101615 IRS ↗
12/31/2022 $2.6M $71.9K $115K 990 990PF · obj 202540369349100304 IRS ↗