2019-07-09T09:33:56-05:00 2018-12-31 042571780 ALEXANDER ARONSON FINNING & CO PC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990PF 2018-01-01 046087371 LAWRENCE J AND ANNE RUBENSTEIN CHARITABLE FOUNDATION C/O RIDGEWAY PTRS LAWR 6172798052 10 POST OFFICE SQ NO 960 BOSTON MA 02109 ANDREW M CABLE TRUSTEE 6172798052 2019-07-08 1 JOEL ARONSON CPA P01375551 5083669100 2019-07-08 64.238.141.162 2019-07-08 11:43:27 ED P 127FBF07DF492015CB8DED3D3474AA320082B26E C6EEA8951B55E8B6A746B93B5E5C2F4BCDF7BC32 2018 2019-02-21 02:37:17Z X 19766873 X X 391370 381326 876702 4994049 876702 1268072 1258028 0 0 0 3500 0 3500 132533 84533 48000 1599 0 1599 149 24 125 137781 84557 53224 952500 952500 1090281 84557 1005724 177791 1173471 804853 451684 451684 1695731 1734211 1734211 6462168 6318071 6318071 1501217 1889243 1889243 11109105 9373664 9373664 21573074 19766873 19766873 0 0 X 21573074 19766873 21573074 19766873 21573074 19766873 21573074 177791 0 21750865 1983992 19766873 PUBLICLY TRADED SECURITIES 4994049 4117347 876702 876702 876702 0 1016902 20614793 0.049329 973431 19258684 0.050545 1042045 20312867 0.051300 931340 20589645 0.045233 876186 19099332 0.045875 0.242282 0.048456 21438426 1038820 11735 1050555 1005724 23469 0 23469 0 23469 3222 32000 0 35222 0 11753 11753 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A CIBC PRIVATE WEALTH MANAGEMENT 6173579600 100 FEDERAL STREET 37TH FLOOR BOSTON MA 02109 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DR JOYCELLEN Y AURITT C/O RIDGEWAY PTRS LLC 10 POST OFFICE SQUARE SUITE 960 BOSTON MA 02109 TRUSTEE 1.00 0 0 0 ANDREW M CABLE C/O RIDGEWAY PTRS LLC 10 POST OFFICE SQUARE SUITE 960 BOSTON MA 02019 TRUSTEE 1.00 0 0 0 STEVEN P PERLMUTTER C/O RIDGEWAY PTRS LLC 10 POST OFFICE SQUARE SUITE 960 BOSTON MA 02109 TRUSTEE 1.00 0 0 0 NONE 0 CIBC PRIVATE WEALTH MANAGEMENT 100 FEDERAL STREET 37TH FLOOR BOSTON MA 02110 INVESTMENT SERVICES 84533 0 0 21085264 679635 0 21764899 0 0 21764899 326473 21438426 1071921 1071921 23469 23469 1048452 0 1048452 0 1048452 1005724 0 1005724 0 1005724 1048452 943612 0 0 1005724 943612 0 0 62112 0 0 0 0 0 0 0 0 986340 0 0 0 SUSAN W HUNNEWELL RIDGEWAY PARTNERS 10 POST OFFICE SQUARE BOSTON MA 02109 6172798052 GUIDELINES AND AN APPLICATION WITH INSTRUCTIONS ARE PROVIDED AFTER AN INITIAL INQUIRY. THERE ARE NO FIRM DEADLINES. GEOGRAPHIC CONCENTRATIONS ARE GENERALLY THE GREATER BOSTON AREA AND A SMALL CONSIDERATION OF PHILADELPHIA, PA. AGASSIZ VILLAGE 238 BEDFORD ST 8 LEXINGTON MA 02420 NONE PC CAMPERSHIP FUND 20000 ANTI-DEFAMATION LEAGUE 605 THIRD AVE NEW YORK NY 10158 NONE PC GENERAL SUPPORT 25000 APPALACHIAN MOUNTAIN CLUB 5 JOY STREET BOSTON MA 02108 NONE PC YOUTH OUTDOOR LEADERSHIP PROGRAMS 30000 BIRTHRIGHT ISRAEL 33 EAST 33RD ST 7TH FL NEW YORK NY 10016 NONE PC ACCESSIBILITY/SPECIAL NEEDS TRIPS SUPPORT 30000 BOSTON CHILDREN'S CHORUS 20 OLD COLONY AVE BOSTON MA 02127 NONE PC MUSIC & SOCIAL JUSTICE EDUC FOR BOSTON YOUTH 5000 BOSTON CHILDREN'S HOSPITAL LEAGUE 401 PARK DRIVE 602 BOSTON MA 02215 NONE PC GALA SUPPORT 10000 BOSTON DEBATE LEAGUE INC 566 COLUMBUS AVE BOSTON MA 02118 NONE PC AFTER-SCHOOL DEBATE LEAGUE FOR URBAN TEENS 7000 BOSTON HEALTHCARE FOR THE HOMELESS 780 ALBANY ST BOSTON MA 02118 NONE PC GENERAL SUPPORT 25000 BOSTON JEWISH FILM FESTIVAL 1001 WATERTOWN ST WEST NEWTON MA 02465 NONE PC GENERAL SUPPORT 12500 CAMBRIDGE CAMPING ASSOCIATION 99 BISHOP AVE DR CAMBRIDGE MA 02139 NONE PC CAMPERSHIP SUPPORT 20000 CAMP SUNSHINE 35 ACADIA ROAD CASCO ME 04015 NONE PC FAMILY SPONSORSHIP PROGRAM 20000 CHILDREN'S LITERACY INITIATIVE INC 990 SPRING GARDEN ST 4TH FL PHILADELPHIA PA 19123 NONE PC EXPANSION IN WEST PHILADELPHIA PROMISE ZONE OF BLUEPRINT COACHING 25000 CHILDREN'S SCHOLARSHIP FUND PHILADELPHIA 100 SOUTH BROAD ST 1200 PHILADELPHIA PA 19110 NONE PC SCHOLARSHIP SUPPORT 20000 DANA FARBER CANCER INSTITUTE 450 BROOKLINE AVE BOSTON MA 02215 NONE PC PALLIATIVE CARE DATABASE PROJECT 83000 FACING CANCER TOGETHER INC 410 WASHINGTON STREET BRIGHTON MA 02135 NONE PC KIDS COUNT TOO & SCHOOLS' RESPONSES TO PARENT CANCER 10000 FACING HISTORY AND OURSELVES 16 HURD ST BROOKLINE MA 02445 NONE PC NEW ENGLAND PROGRAMS 10000 FOOD MOXIEWEAVERS WAY 559 CARPENTER LANE PHILADELPHIA PA 19119 NONE PC HOPE GARDEN PROGRAM AT STENTON MANOR 15000 FRIENDS OF BOSTON'S HOMELESS INC 12 WISE STREET BOSTON MA 02130 NONE PC "HOUSING FIRST" START-UP FUND & PREVENT CHRONIC HOMELESSNESS 20000 GENERATIONS INC 25 KINGSTON ST BOSTON MA 02111 NONE PC CLASSROOM LITERACY DORCHESTER MA 25000 GREATER BOSTON FOOD BANK 70 SOUTH BAY AVE BOSTON MA 02118 NONE PC BROWN BAG PROGRAM FOR SENIORS 15000 HABITAT FOR HUMANITY BOSTON 240 COMMERCIAL ST 4TH FL BOSTON MA 02109 NONE PC HOUSE ACQUISITION + IMPROVEMENTS 15000 HEARTS & NOSES CLOWN TROUPE PO BOX 920570 NEEDHAM MA 02492 NONE PC BOSTON HOSPITALS CLOWN VISITS 7000 HEBREW REHABILITATION CENTER 1200 CENTRE ST BOSTON MA 01581 NONE PC HOSPICE - EXPANSION INTO HOME CARE 50000 HILLEL AT TUFTS UNIVERSITY 220 PARKARD AVE MEDFORD MA 02155 NONE PC INNOVATION COMMUNITY BUILDING 10000 HOMESTART INC 105 CHAUNCEY STREET BOSTON MA 02111 NONE PC HOMELESSNESS PREVENTION PROGRAM - IMMEDIATE FUNDS FOR FAMILIES IN CRISIS 20000 INITIATIVE FOR A COMPETITIVE INNER CITY INC 56 WARREN ST 300 ROXBURY MA 02119 NONE PC INNER CITY CAPITAL CONNECTIONS PROGRAM 10000 INTERFAITHFAMILYCOM INC POBOX 428 NEWTON MA 02464 NONE PC YOUR COMMUNITY INITIATIVES - CONTINUED SUPPORT BOSTON & PHILADELPHIA 30000 JEWISH COMMUNITY CENTER OF GREATER BOSTON 333 NAHATON ST NEWTON MA 02459 NONE PC BENEFIT SUPPORT FOR CAMP SCHOLARSHIPS 10000 JEWISH COMMUNITY HOUSING FOR THE ELDERLY FRIENDS OF 30 WALLINGFORD RD BRIGHTON MA 02135 NONE PC FITNESS/WELLNESS PROGRAMS: FALL PREVENTION INITIATIVE AND SPECIAL CLASSES 20000 JEWISH FAMILY & CHILDREN'S SERVICE 1430 MAIN ST WALTHAM MA 02451 NONE PC FOOD TABLE PANTRY PROGRAM 25000 JUMPSTART FOR YOUNG CHILDREN INC 308 CONGRESS ST 6TH FL BOSTON MA 02110 NONE PC GENERAL SUPPORT FOR DORCHESTER SITES 20000 MASSACHUSETTS GENERAL HOSPITAL 2 LONGFELLOW PLACE 200 BOSTON MA 02114 NONE PC EATING DISORDERS COMMUNITY EDUCATION 50000 NEWTON COMMUNITY DEVELOPMENT FDN INC 425 WATERTOWN STREET 205 NEWTON MA 02458 NONE PC CONTINUED SUPPORT OF SENIOR FITNESS & WELLNESS PROGRAMS 15000 PHILABUNDANCE 3616 SO GALLAWAY ST PHILADELPHIA PA 19148 NONE PC GENERAL SUPPORT 25000 PHILADELPHIA PARKS ALLIANCE PO BOX 12677 PHILADELPHIA PA 19131 NONE PC GENERAL SUPPORT 15000 PINE STREET INN 444 HARRISON AVE BOSTON MA 02118 NONE PC GENERAL SUPPORT 15000 PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 1055 COMMONWEALTH AVE BOSTON MA 02215 NONE PC GENERAL OPERATING SUPPORT 20000 PLANNED PARENTHOOD SE PA 1144 LOCUST STREET PHILADELPHIA PA 19107 NONE PC COMMUNITY EDUCATION PROGRAMMING FOR LOCAL YOUTH 20000 PROJECT BREAD-THE WALK FOR HUNGER 145 BORDER STREET EAST BOSTON MA 02128 NONE PC GENERAL OPERATING SUPPORT ($20,000) + HOTLINE MODERNIZATION ($5,000) 20000 RAR-MA (RAISING A READER) 9B HAMILTON PLACE 3RD FL BOSTON MA 02108 NONE PC EXPANSION - METRO BOSTON 20000 RAW ART WORKS INC 37 CENTRAL SQUARE LYNN MA 01901 NONE PC FREE ARTS PROGRAMS 15000 ROSIE'S PLACE 889 HARRISON AVE BOSTON MA 02118 NONE PC GENERAL SUPPORT 25000 SAVE THE HARBORSAVE THE BAY 212 NORTHERN AVE 304 BOSTON MA 02210 NONE PC YOUTH ENV EDUCATION /LEADERSHIP DEV + CLEAN BEACHES/DORCHESTER INITIATIVE 15000 SPOSATO GRADUATE SCHOOL OF EDUCATION INC 215 FOREST HILLS ST JAMAICA PLAIN MA 02130 NONE PC GENERAL SUPPORT 20000 WOMEN'S LUNCH PLACE PO BOX 170900 BOSTON MA 02117 NONE PC GENERAL OPERATING SUPPORT 18000 ZUMIX INC 260 SUMMER ST EAST BOSTON MA 02128 NONE PC SPROUTS: MUSIC EXPLORATION FOR YOUTH AGED 7-11 15000 952500 0 14 391370 18 876702 0 1268072 0 1268072 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3500 0 3500 CORPORATE BONDS 1889243 1889243 CORPORATE STOCK 6318071 6318071 1734211 1734211 0 0 TACTICAL & OPP FMV 2085842 2085842 EQUITY MUTUAL FUNDS FMV 7136557 7136557 FOREIGN BONDS FMV 151265 151265 UNREALIZED LOSS 1983992 STATE FILING FEES 125 0 125 FOREIGN CONVERSION FEES 24 24 0 INVESTMENT ADVISOR FEES 84533 84533 0 CHARITABLE PLANNING 48000 0 48000