Nonprofit · EIN 23-6956994
WILLIAM E & THERESA M RUBERT MEMORIAL TRUST
Also known as MACFADYEN B V ET AL TTEES
Tax-exempt · MALVERN, PA 19355
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,442,764 | $184,730 | $1,258,034 | $2,611,193 | $0 | $2,611,193 |
| December 31, 2024 | 990-PF | $86,352 | $113,844 | -$27,492 | $1,345,087 | $170 | $1,344,917 |
| December 31, 2023 | 990-PF | $145,499 | $147,095 | -$1,596 | $1,372,409 | $0 | $1,372,409 |
| December 31, 2022 | 990-PF | $71,926 | $115,469 | -$43,543 | $1,374,005 | $0 | $1,374,005 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $67,321
- Net gain from sales of assets
- $1,375,443
Expenses
- Grants and similar amounts paid
- $135,000
- Compensation of officers, directors and key employees
- $16,750
- Disbursements for charitable purposes
- $163,999
- Excise tax on investment income
- $19,815
Balance sheet and other
- Total assets, start of year
- $1,345,087
- Total assets, end of year
- $2,611,193
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,611,193
- Fair market value of assets
- $2,727,331
- Qualifying distributions
- $163,999
- Net investment income
- $1,446,269
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR JEAN S MACFADYEN 167 CARTERS GROVE, MALVERN, PA 19355 | TRUSTEE / CHAIR | 15 | $13,000 |
| MR EDWARD L STILLMAN 167 CARTERS GROVE, MALVERN, PA 19355 | TRUSTEE | 0.25 | $1,250 |
| RICHARD B ANTHONY ESQ 167 CARTERS GROVE, MALVERN, PA 19355 | TRUSTEE | 0.25 | $1,250 |
| KARYN HOLT PHD RN 167 CARTERS GROVE, MALVERN, PA 19355 | TRUSTEE | 0.25 | $1,000 |
| DR PHILIP V SCRIBANO 167 CARTERS GROVE, MALVERN, PA 19355 | TRUSTEE AS OF JULY 2025 | 0.25 | $250 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR JEAN MACFADYEN 167 CARTERS GROVE, MALVERN, PA 19355 | TRUSTEE / CHAIR | 15 | $13,400 |
| KARYN HOLT PHD RN 1822 WILLOWMOSS COURT, HOUSTON, TX 77008 | TRUSTEE | 0.5 | $1,250 |
| MR EDWARD L STILLMAN 1290 WILMINGTON PIKE, WEST CHESTER, PA 19382 | TRUSTEE | 0.25 | $1,000 |
| RICHARD B ANTHONY ESQ 595 BRINTON RD, WAYNE, PA 190872681 | TRUSTEE | 0.25 | $1,000 |
| DR JAMES C REYNOLDS 664 MALIN ROAD, NEWTOWN SQUARE, PA 19073 | TRUSTEE | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR JEAN MACFADYEN 167 CARTERS GROVE, MALVERN, PA 19355 | TRUSTEE / CHAIR | 15 | $12,990 |
| MR EDWARD L STILLMAN 1290 WILMINGTON PIKE, WEST CHESTER, PA 19382 | TRUSTEE | 0.25 | $750 |
| RICHARD B ANTHONY ESQ 595 BRINTON RD, WAYNE, PA 190872681 | TRUSTEE | 0.25 | $750 |
| KARYN HOLT PHD RN 1822 WILLOWMOSS COURT, HOUSTON, TX 77008 | TRUSTEE | 0.5 | $750 |
| DR JAMES C REYNOLDS 664 MALIN ROAD, NEWTOWN SQUARE, PA 19073 | TRUSTEE | 0.25 | $250 |
990-PF for the year ended December 31, 2022: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR JEAN MACFADYEN 167 CARTERS GROVE, MALVERN, PA 19355 | TRUSTEE / CHAIR | 15 | $18,990 |
| KARYN HOLT PHD RN 1822 WILLOWMOSS COURT, HOUSTON, TX 77008 | TRUSTEE | 0.5 | $750 |
| MR EDWARD L STILLMAN 1290 WILMINGTON PIKE, WEST CHESTER, PA 19382 | TRUSTEE | 0.25 | $500 |
| DR JAMES C REYNOLDS 664 MALIN ROAD, NEWTOWN SQUARE, PA 19073 | TRUSTEE | 0.25 | $250 |
| RICHARD B ANTHONY ESQ 595 BRINTON RD, WAYNE, PA 190872681 | TRUSTEE | 0.25 | $250 |
Address and contacts
- Address (IRS master file)
- CO JEAN S MACFADYEN 167 CARTERS GR, MALVERN, PA 19355-0000
- In care of
- % MACFADYEN BV AL TTEES
- Signed the 990-PF
- EDWARD L STILLMAN, TRUSTEE
- Phone
- (610) 363-0245
- Return prepared by
- CLIFTONLARSONALLEN LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-6956994
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1990
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82Z)
- Assets (IRS master file)
- $2,611,193
- Income (IRS master file)
- $3,835,069
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,442,764 | $184,730 | $2,611,193 | XML |
| 990-PF | December 2024 | $86,352 | $113,844 | $1,345,087 | IRS |
| 990-PF | December 2023 | $145,499 | $147,095 | $1,372,409 | XML |
| 990-PF | December 2022 | $71,926 | $115,469 | $1,374,005 | XML |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-6956994).
Questions about WILLIAM E & THERESA M RUBERT MEMORIAL TRUST
- What is the EIN of WILLIAM E & THERESA M RUBERT MEMORIAL TRUST?
- The employer identification number (EIN) of WILLIAM E & THERESA M RUBERT MEMORIAL TRUST is 23-6956994.
- Is WILLIAM E & THERESA M RUBERT MEMORIAL TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to WILLIAM E & THERESA M RUBERT MEMORIAL TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM E & THERESA M RUBERT MEMORIAL TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM E & THERESA M RUBERT MEMORIAL TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIAM E & THERESA M RUBERT MEMORIAL TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of WILLIAM E & THERESA M RUBERT MEMORIAL TRUST?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 5 received compensation from the organization, the highest $13,000 (DR JEAN S MACFADYEN, TRUSTEE / CHAIR).
- How much revenue does WILLIAM E & THERESA M RUBERT MEMORIAL TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,442,764, expenses of $184,730 and total assets of $2,611,193 at year end.
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