RUBENS FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- RUBENS FAMILY FOUNDATION (EIN 65-6235868)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-05
- IRS object ID
- 202321259349100702
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-05T06:31:28-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861198767 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EFPR GROUP FLORIDA CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1061 E INDIANTOWN ROAD SUITE 104 | AddressLine1Txt |
| City | JUPITER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33477 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656235868 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBENS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUBE | BusinessNameControlTxt |
| Phone | 5616384441 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6598 GRANDE ORCHID WAY | AddressLine1Txt |
| City | DELRAY BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33446 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACK RUBENS | PersonNm |
| Person Title | CHAIRMAN & TRUSTEE | PersonTitleTxt |
| Phone | 5616384441 | PhoneNum |
| Signature | 2023-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JACK | PersonFirstNm |
| Person Last | RUBENS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW VENISKEY CPA | PreparerPersonNm |
| PTIN | P01027711 | PTIN |
| Phone | 5617460999 | PhoneNum |
| Preparation | 2023-05-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,194,879 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $26 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $303,922 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $304,667 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $252,123 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,215,550 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $252,123 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,104 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $440 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,557,175 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $557,256 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $875 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $28,282 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $526 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $11,753 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,753 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,579 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $188 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,391 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $43,364 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,589 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,019 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $454,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $454,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $497,664 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,589 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $468,319 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,059,511 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $555,667 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,749,171 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,503,813 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,503,813 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $154,096 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,554 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $154,096 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $154,096 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $5,994,458 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,146,785 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,536,970 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,745,183 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,804,694 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,194,879 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,745,183 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $10,804,694 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,745,183 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,804,694 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,745,183 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,804,694 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,745,183 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,059,511 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,804,694 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,804,694 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $6,215,286 | $5,963,427 | $251,859 | $251,859 | |
| CAPITAL GAINS DIVIDENDS | $264 | $264 | $264 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $252,123 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,724 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,724 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,724 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,280 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $17,280 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,556 | OverpaymentAmt |
| Applied To ES Tax | $9,556 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JACK RUBENS | IndividualWithBooksNm |
| Phone | 5616384441 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6598 GRANDE ORCHID WAY | AddressLine1Txt |
| City | DELRAY BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33446 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JACK RUBENS | ||||||||
| 6598 GRANDE ORCHID WAY | DELRAY BEACH | FL | 33446 | CHAIRMAN & TRUSTEE | 5.00 | $0 | $0 | $0 |
| HELEN RUBENS | ||||||||
| 6598 GRANDE ORCHID WAY | DELRAY BEACH | FL | 33446 | SECRETARY & TRUSTEE | 10.00 | $0 | $0 | $0 |
| SUZANNE RUBENS KANTER | ||||||||
| 2905 HARRISON | EVANSTON | IL | 60201 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| NICOLE E DRUCKMAN | ||||||||
| 2736 HARRISON | EVANSTON | IL | 60201 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARGARET RUBENS ELLIS | ||||||||
| 20610 VASHON HIGHWAY SW | VASHON | WA | 98070 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| NATHAN J ROBFOGEL | ||||||||
| 9182 LUCKENBACH HILL ROAD | SPRINGWATER | NY | 14560 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,593,822 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,027,619 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,621,441 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,621,441 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $159,322 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,462,119 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $523,106 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $523,106 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,724 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,724 | TotalTaxAmt |
| Distributable Before Adj | $515,382 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $515,382 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $515,382 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $468,319 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $468,319 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $515,382 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $453,539 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $468,319 | QualifyingDistributionsAmt |
| Applied To Year1 | $453,539 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,780 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $500,602 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JACK RUBENS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHABAD LUBAVITCH OF ROCHESTER INC | |||||||
| 1037 WINTON ROAD SOUTH | ROCHESTER | NY | 14618 | NONE | 501(C)(3) | GENERAL | $1,000 |
| VASHON YOUTH & FAMILY SERVICES | |||||||
| 20110 VASHON HIGHWAY SW | VASHON | WA | 980706026 | NONE | 501(C)(3) | GENERAL | $1,000 |
| SEATTLE JEWISH FILM FESTIVAL SAMUEL & ALTHEA SRTOUM JEWISH COMMUNITY CENTE | |||||||
| 3801 EAST MERCER WAY | MERCER ISLAND | WA | 980403805 | NONE | 501(C)(3) | GENERAL | $2,000 |
| THE DOVE PROJECT | |||||||
| PO BOX 1341 | VASHON | WA | 980700237 | NONE | 501(C)(3) | GENERAL | $1,000 |
| PARENT TRUST FOR WASHINGTON CHILDREN | |||||||
| 2200 RANIER AVENUE SOUTH | SEATTLE | WA | 98144 | NONE | 501(C)(3) | GENERAL | $1,000 |
| SAVE OUR WILD SALMON COALITION | |||||||
| 811 FIRST AVENUE STE 305 | SEATTLE | WA | 98104 | NONE | 501(C)(3) | GENERAL | $2,000 |
| VASHON ISLAND PUBLIC SCHOOL FOUNDATION | |||||||
| PO BOX 481 | VASHON | WA | 98070 | NONE | 501(C)(3) | GENERAL | $2,000 |
| UNION OF CONCERNED SCIENTISTS | |||||||
| TWO BRATTLE SQUARE | CAMBRIDGE | MA | 02138 | NONE | 501(C)(3) | GENERAL | $2,500 |
| VASHON ALLIANCE TO REDUCE SUBSTANCE ABUSE VARSA | |||||||
| PO BOX 2341 | VASHON | WA | 98070 | NONE | 501(C)(3) | GENERAL | $2,000 |
| ROCHESTER PHILHARMONIC ORCHESTRA INC | |||||||
| 255 EAST AVENUE | ROCHESTER | NY | 146042052 | NONE | 501(C)(3) | GENERAL | $20,000 |
| ROCHESTER FRINGE FESTIVAL INC | |||||||
| PO BOX 10508 | ROCHESTER | NY | 14620 | NONE | 501(C)(3) | GENERAL | $5,000 |
| HOUSING OPPORTUNITIES FOR WOMEN INC | |||||||
| 1607 WEST HOWARD 3RD FLOOR | CHICAGO | IL | 60626 | NONE | 501(C)(3) | GENERAL | $1,000 |
| EVANSTON COMMUNITY FOUNDATION INC | |||||||
| 1560 SHERMAN AVENUE STE 535 | EVANSTON | IL | 60201 | NONE | 501(C)(3) | GENERAL | $6,000 |
| WOMEN'S GLOBAL EDUCATION PROJECT | |||||||
| 136 N MARION ST SUITE 201 | OAK PARK | IL | 60301 | NONE | 501(C)(3) | GENERAL | $7,000 |
| EVANSTON SKOKIE DISTRICT 65 EDUCATIONAL FOUNDATION | |||||||
| 1314 RIDGE AVENUE PO BOX 750 | EVANSTON | IL | 60204 | NONE | 501(C)(3) | GENERAL | $5,000 |
| OLD TOWN SCHOOL OF FOLK MUSIC | |||||||
| 4544 NORTH LINCOLN AVENUE | CHICAGO | IL | 606259803 | NONE | 501(C)(3) | GENERAL | $3,500 |
| WASHINGTON STATE HANDS AND VOICES | |||||||
| 2950 NEWMARKET STREET STE 101-124 | BELLINGHAM | WA | 982263872 | NONE | 501(C)(3) | GENERAL | $1,000 |
| THE WILDERNESS SOCIETY | |||||||
| 1615 M STREET NW | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | GENERAL | $2,000 |
| NATIONAL YIDDISH BOOK CENTER INC | |||||||
| 1021 WEST ST | AMHERST | MA | 010023375 | NONE | 501(C)(3) | GENERAL | $1,500 |
| FARESTART | |||||||
| 700 VIRGINIA STREET | SEATTLE | WA | 981011216 | NONE | 501(C)(3) | GENERAL | $1,000 |
| HOLOCAUST MEMORIAL FOUNDATION OF ILLINOIS INC | |||||||
| 9603 WOODS DRIVE | SKOKIE | IL | 60077 | NONE | 501(C)(3) | GENERAL | $10,000 |
| VASHON-MAURY ISLAND LAND TRUST | |||||||
| PO BOX 2031 | VASHON | WA | 98070 | NONE | 501(C)(3) | GENERAL | $5,000 |
| GEVA THEATER CENTER INC | |||||||
| 75 WOODBURY BLVD | ROCHESTER | NY | 14607 | NONE | 501(C)(3) | GENERAL | $10,000 |
| SHAW FESTIVAL FOUNDATION | |||||||
| PO BOX 628 | LEWISTON | NY | 140929819 | NONE | 501(C)(3) | GENERAL | $2,000 |
| ISRAEL TENNIS CENTERS FOUNDATION INC | |||||||
| 3275 W HILLSBOROUGH BLVD STE 102 | DEERFIELD BEACH | FL | 33442 | NONE | 501(C)(3) | GENERAL | $5,000 |
| UNIVERSITY OF BUFFALO FOUNDATION INC | |||||||
| PO BOX 730 | BUFFALO | NY | 142260730 | NONE | 501(C)(3) | GENERAL | $2,000 |
| MORIKAMI INC | |||||||
| 4000 MORIKAMI PARK ROAD | DELRAY BEACH | FL | 33446 | NONE | 501(C)(3) | GENERAL | $1,500 |
| ADOLPH & ROSE LEVIS JEWISH COMMUNITY CENTER | |||||||
| 21050 95TH AVENUE SOUTH | BOCA RATON | FL | 33428 | NONE | 501(C)(3) | GENERAL | $2,500 |
| GEORGE EASTMAN MUSEUM | |||||||
| 900 EAST AVENUE | ROCHESTER | NY | 146072219 | NONE | 501(C)(3) | GENERAL | $50,000 |
| JEWISH COMMUNITY CENTER OF GREATER ROCHESTER INC | |||||||
| 1200 EDGEWOOD AVENUE | ROCHESTER | NY | 14618 | NONE | 501(C)(3) | GENERAL | $27,500 |
| MEMORIAL ART GALLERYUNIVERSITY OF ROCHESTER | |||||||
| 500 UNIVERSITY AVENUE | ROCHESTER | NY | 14607 | NONE | 501(C)(3) | GENERAL | $40,000 |
| UNIVERSITY OF ROCHESTER MEDICAL CENTER | |||||||
| PO BOX 278799 | ROCHESTER | NY | 146278799 | NONE | 501(C)(3) | GENERAL | $50,000 |
| JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER NY INC | |||||||
| 255 EAST AVENUE SUITE 201 | ROCHESTER | NY | 14607 | NONE | 501(C)(3) | GENERAL | $105,800 |
| JCFS CHICAGO JOY FAITH KNAPP CHILDREN'S CENTER | |||||||
| 3145 W PRATT BLVD | CHICAGO | IL | 60645 | NONE | 501(C)(3) | GENERAL | $10,000 |
| NORTHWESTERN UNIVERSITY MARY & LEE BLOCK MUSEUM OF ART | |||||||
| 40 ARTS CIRCLE | EVANSTON | IL | 602082410 | NONE | 501(C)(3) | GENERAL | $5,000 |
| TECHNOLOGY & INFORMATION FOR ALL | |||||||
| 333 18TH AVENUE E | SEATTLE | WA | 98112 | NONE | 501(C)(3) | GENERAL | $2,000 |
| THE MOSAIC PROJECT | |||||||
| 478 SANTA CLARA AVENUE STE 200 | OAKLAND | CA | 94610 | NONE | 501(C)(3) | GENERAL | $2,000 |
| BRANDEIS UNIVERSITY | |||||||
| 415 SOUTH STREET MS 126 | WALTHAM | MA | 024549110 | NONE | 501(C)(3) | GENERAL | $5,000 |
| EISMA EVANSTON IN-SCHOOL MUSIC ASSN | |||||||
| PO BOX 1945 | EVANSTON | IL | 60204 | NONE | 501(C)(3) | GENERAL | $1,000 |
| CHICAGO PUBLIC MEDIA INC | |||||||
| NAVY PIER 848 EAST GRAND AV | CHICAGO | IL | 606113462 | NONE | 501(C)(3) | GENERAL | $3,500 |
| JAMES B MORAN CENTER FOR YOUTH ADVOCACY | |||||||
| 1900 A DEMPSTER STREET | EVANSTON | IL | 60202 | NONE | 501(C)(3) | GENERAL | $3,000 |
| CONNECTIONS FOR THE HOMELESS | |||||||
| 2121 DEWEY | EVANSTON | IL | 602013057 | NONE | 501(C)(3) | GENERAL | $3,500 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 WEST ANN LURIE PLACE | CHICAGO | IL | 60632 | NONE | 501(C)(3) | GENERAL | $6,000 |
| STRONG NATIONAL MUSEUM OF PLAY | |||||||
| ONE MANHATTAN SQUARE | ROCHESTER | NY | 14607 | NONE | 501(C)(3) | GENERAL | $10,000 |
| TOWN HALL SEATTLE | |||||||
| 1119 8TH AVENUE | SEATTLE | WA | 98101 | NONE | 501(C)(3) | GENERAL | $1,000 |
| ADOPT-A-PET | |||||||
| PO BOX 878 | LAKE ZURICH | IL | 60047 | NONE | 501(C)(3) | GENERAL | $500 |
| EVANSTON ART CENTER AND MARKET | |||||||
| 1717 CENTRAL STREET | EVANSTON | IL | 60201 | NONE | 501(C)(3) | GENERAL | $1,000 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 6704 | HAGERSTOWN | MD | 21741 | NONE | 501(C)(3) | GENERAL | $1,000 |
| AFGHAN HEALTH ORGANIZATION | |||||||
| 30607 134TH AVENUE SE | AUBURN | WA | 980922248 | NONE | 501(C)(3) | GENERAL | $1,000 |
| MARINE CORPS HERITAG FOUNDATION | |||||||
| 18900 JEFFERSON DAVIS HIGHWAY | TRIANGLE | VA | 22172 | NONE | 501(C)(3) | GENERAL | $2,500 |
| JOBS WORK MKE INC | |||||||
| PO BOX 12360 | MILWAUKEE | WI | 53212 | NONE | 501(C)(3) | GENERAL | $1,000 |
| TREVOR PROJECT | |||||||
| PO BOX 69232 | W HOLLYWOOD | CA | 90069 | NONE | 501(C)(3) | GENERAL | $500 |
| HEARING & SPEECH CENTER OF ROCHESTER INC | |||||||
| 1000 ELMWOOD AVENUE | ROCHESTER | NY | 14620 | NONE | 501(C)(3) | GENERAL | $1,000 |
| JEWISH SENIOR LIFE FOUNDATION INC | |||||||
| 2021 WINTON ROAD SOUTH | ROCHESTER | NY | 14618 | NONE | 501(C)(3) | GENERAL | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $454,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $303,922 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,104 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $252,123 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $557,175 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $557,175 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JACK RUBENS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6598 GRANDE ORCHID WAY | AddressLine1Txt |
| City | DELRAY BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33446 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,750 | Amt |
| Net Investment Income | $875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $875 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITY INVESTMENTS | StockNm |
| EOY Book Value | $8,146,785 | EOYBookValueAmt |
| EOYFMV | $8,536,970 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ACCOUNT FEES | $188 | $188 | $0 |
| OFFICE EXPENSE | $1,391 | $0 | $1,391 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER MISC INVESTMENT INCOME | $440 | $440 | $440 |
| OTHER MISC INVESTMENT ACCRUAL ADJUSTMENT | $664 | $0 | $664 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $526 | $526 | $0 |
| FEDERAL TAX PAID | $27,756 | $0 | $0 |