EIN 23-6956994

William E and Theresa M Rubert Memorial Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
Year formed
1990
Most recent tax filings
2023-12-01
NTEE code, primary
Description
The William E and Theresa M Rubert Memorial Trust primarily funds nursing scholarships and refunds prior year trustee fees overpaid along with prior year legal retainer. The trust has provided a grant to Drexel University College Of Nursing & Health Professions and made one grant last year. It is a family foundation of the E family located in Malvern, PA.
Also known as...
William E and Theresa M Rubert Memorial Scholarship Trust; Macfadyen B V Et Al Ttees; Jean S Macfadyen
Total revenues
$145,499
2023
Total expenses
$147,095
2023
Total assets
$1,372,409
2023
Num. employees
0
2023

Program areas at William E and Theresa M Rubert Memorial Trust

Refund prior year trustee fees overpaid
Refund of prior year legal retainer

Personnel at William E and Theresa M Rubert Memorial Trust

NameTitleCompensation
Jean MacFadyenTrustee and Chair$12,990

Financials for William E and Theresa M Rubert Memorial Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$77,135
Net rental income$0
Net gain from sale of non-inventory assets$68,250
Gross sales of inventory$0
Miscellaneous revenues$114
Total revenues$145,499

Form 990s for William E and Theresa M Rubert Memorial Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-13990PFView PDF
2021-122022-11-14990PFView PDF
2020-122021-08-02990PFView PDF
2019-122021-06-11990PFView PDF
2018-122019-06-25990PFView PDF
...and 7 more Form 990s

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Data update history
January 15, 2025
Posted financials
Added Form 990PF for fiscal year 2023
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 9, 2023
Posted financials
Added Form 990PF for fiscal year 2020
October 19, 2021
Posted financials
Added Form 990PF for fiscal year 2019
September 25, 2021
Updated personnel
Identified 6 new personnel
Nonprofit Types
Grantmaking organizationsPrivate foundationsFamily foundationsPrivate non-operating foundationsCharities
Issues
Education
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
167 Carters Grove
Malvern, PA 19355
Metro area
Philadelphia-Camden-Wilmington, PA-NJ-DE-MD
County
Chester County, PA
Phone
(610) 363-0245
IRS details
EIN
23-6956994
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1990
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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