STEVEN AND BEVERLY RUBENSTEIN CHARITABLE FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
STEVEN AND BEVERLY RUBENSTEIN CHARITABLE FOUNDATION INC (EIN 20-0223308)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-14
IRS object ID
202543189349104819
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-14T16:28:15-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN223006104PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MADDALONI NYDICK & KEENAN PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line130 COLUMBIA TURNPIKEAddressLine1Txt
CityFLORHAM PARKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07932ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200223308EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STEVEN AND BEVERLY RUBENSTEIN CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSTEVBusinessNameControlTxt
Phone9739340701PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17352 HORIZON DRIVEAddressLine1Txt
CityWEST PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33412ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDREW RUBENSTEINPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9739340701PhoneNum
Signature2025-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPHILIP KEENANPreparerPersonNm
PTINP00085628PTIN
Phone9738228080PhoneNum
Preparation2025-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$26,272,652FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$531,920DividendsRevAndExpnssAmt
Dividends Net Invst Incm$531,920DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$389,169NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,789,874GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$389,169CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$40,115OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$40,115OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$961,204TotalRevAndExpnssAmt
Total Net Invst Incm$961,204TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$134,750CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$26,051TaxesRevAndExpnssAmt
Taxes Net Invst Incm$26,051TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$429DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$429DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$39,416TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$39,416TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$141,266OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$141,266OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$341,912TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$207,162TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$921,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$921,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,263,012TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$207,162TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$921,100TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$301,808ExcessRevenueOverExpensesAmt
Net Investment Income$754,042NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$406,009SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$378,353SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$378,353SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$21,369,139CorporateStockBOYAmt
Corporate Stock EOY$21,728,144CorporateStockEOYAmt
Corporate Stock EOYFMV$21,728,144CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,601,133CorporateBondsBOYAmt
Corporate Bonds EOY$3,174,193CorporateBondsEOYAmt
Corporate Bonds EOYFMV$3,174,193CorporateBondsEOYFMVAmt
Other Investments BOY$1,049,727OtherInvestmentsBOYAmt
Other Investments EOY$991,722OtherInvestmentsEOYAmt
Other Investments EOYFMV$991,722OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$2,948LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,708LandBldgEquipAccumDeprecAmt
Land BOY$669LandBOYAmt
Land EOY$240LandEOYAmt
Land EOYFMV$240LandEOYFMVAmt
Total Assets BOY$24,426,677TotalAssetsBOYAmt
Total Assets EOY$26,272,652TotalAssetsEOYAmt
Total Assets EOYFMV$26,272,652TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$24,426,677NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$26,272,652NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$24,426,677TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$26,272,652TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$24,426,677TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$26,272,652TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$24,426,677TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$301,808ExcessRevenueOverExpensesAmt
Other Increases$2,147,783OtherIncreasesAmt
Subtotal$26,272,652SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$26,272,652TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
THROUGH MORGAN STANLEY 066682P$261,500$264,971-$3,471-$3,471
THROUGH MORGAN STANLEY 066682P$1,326,899$1,328,266-$1,367-$1,367
THROUGH MORGAN STANLEY 066682P$1,212,766$1,059,148$153,618$153,618
THROUGH MORGAN STANLEY 066682P$100,000$100,000$0$0
THROUGH MORGAN STANLEY 066683P$83,578$326,587-$243,009-$243,009
THROUGH MORGAN STANLEY 066683P$352,571$347,192$5,379$5,379
THROUGH MORGAN STANLEY 066683P$592,142$564,451$27,691$27,691
THROUGH MORGAN STANLEY 066683P$894,144$734,185$159,959$159,959
THROUGH MORGAN STANLEY 068987P$528,249$497,918$30,331$30,331
THROUGH MORGAN STANLEY 068987P$2,349$1,797$552$552
THROUGH MORGAN STANLEY 068987P$213,617$173,923$39,694$39,694
THROUGH MORGAN STANLEY 068987P$2,402$1,703$699$699
PASSTHROUGH INCOME FROM K-1SP$564-$564-$564
CAPITAL GAINS DIVIDENDSP$219,657$219,657$219,657
FieldValueIRS element (for citing)
Capital Gain Net Income$389,169CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,481InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,481SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,481TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$28,615EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$28,615TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$18,134OverpaymentAmt
Applied To ES Tax$18,134AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ANDREW RUBENSTEINBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9739340701PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17352 HORIZON DRIVEAddressLine1Txt
CityWEST PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33412ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BEVERLY RUBENSTEIN
7352 HORIZON DRIVEWEST PALM BEACHFL33412TRUSTEE8.00$30,000$0$0
ANDREW RUBENSTEIN
7352 HORIZON DRIVEWEST PALM BEACHFL33412TRUSTEE25.00$74,750$0$0
BARRY MANDELBAUM
7352 HORIZON DRIVEWEST PALM BEACHFL33412TRUSTEE2.00$30,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Description2N/ADescription2Txt
Expenses2$0Expenses2Amt
Description3N/ADescription3Txt
Expenses3$0Expenses3Amt
Description4N/ADescription4Txt
Expenses4$0Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$23,936,305AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$392,181AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,020,725FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$25,349,211TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$25,349,211AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$380,238CashDeemedCharitableAmt
Net Vl Noncharitable Assets$24,968,973NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,248,449MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,248,449MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,481TaxBasedOnInvestmentIncomeAmt
Income Tax$189IncomeTaxAmt
Total Tax$10,670TotalTaxAmt
Distributable Before Adj$1,237,779DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,237,779DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,237,779DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$921,100ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$921,100QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,237,779DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$324,118ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$474,931ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$587,176ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$189,068ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$45,014ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,620,307TotalExcessDistributionCyovAmt
Qualifying Distributions$921,100QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$921,100AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$316,679ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$316,679ExcessDistributionCyovAppCYAmt
Total Corpus$1,303,628TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$7,439ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,296,189ExcessDistriCyovToNextYrAmt
Excess From Year4$474,931ExcessFromYear4Amt
Excess From Year3$587,176ExcessFromYear3Amt
Excess From Year2$189,068ExcessFromYear2Amt
Excess From Year1$45,014ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Shareholder ManagerBEVERLY RUBENSTEINShareholderManagerNm
Shareholder ManagerANDREW RUBENSTEINShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVENUE FL 17CHICAGOIL60601NONEPUBLIC CHARITYDONATION$3,000
EMPLOYMENT HORIZONS INC
10 RIDGEDALE AVENUECEDAR KNOLLSNJ07927NONEPUBLIC CHARITYDONATION$3,000
GIFT OF LIFE BONE MARROW FOUNDATION
800 YAMATO ROAD SUITE 101BOCA RATONFL33431NONEPUBLIC CHARITYDONATION$40,000
INSTITUTE OF RANGE AND THE AMERICAN MUSTANG
PO BOX 998HOT SPRINGSSD57747NONEPUBLIC CHARITYDONATION$1,000
JUPITER MEDICAL CENTER FOUNDATION
1210 SOUTH OLD DIXIE HIGHWAYJUPITERFL33458NONEPUBLIC CHARITYDONATION$5,000
KENT PLACE SCHOOL
42 NORWOOD AVENUESUMMITNJ07901NONEPUBLIC CHARITYDONATION$25,000
NEW JERSEY PERFORMING ARTS CENTER CORPORATION
ONE CENTER STREETNEWARKNJ07102NONEPUBLIC CHARITYDONATION$50,000
OASIS
59 MILL STREETPATERSONNJ07501NONEPUBLIC CHARITYDONATION$500
PLACE OF HOPE
9078 ISAIAH LANEPALM BEACH GARDENSFL33420NONEPUBLIC CHARITYDONATION$1,000
PROJECT LINUS
PO BOX 1548BELTONMO64012NONEPUBLIC CHARITYDONATION$500
RABBINICAL COLLEGE OF AMERICA
226 SUSSEX AVENUEMORRISTOWNNJ07960NONEPUBLIC CHARITYDONATION$1,000
THE CROSSROADS CLUB
1700 LAKE IDA ROADDELRAY BEACHFL33445NONEPUBLIC CHARITYDONATION$1,000
THE HERITAGE FOUNDATION
214 MASSACHUSETTS AVENUE NEWASHINGTONDC20002NONEPUBLIC CHARITYDONATION$100
THE SEEING EYE
PO BOX 375MORRISTOWNNJ07963NONEPUBLIC CHARITYDONATION$30,000
THE UNIVERSITY OF VERMONT
411 MAIN STREETBURLINGTONVT05401NONEPUBLIC CHARITYDONATION$600,000
THE VALERIE FUND
2101 MILLBURN AVENUEMAPLEWOODNJ07040NONEPUBLIC CHARITYDONATION$160,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$921,100TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$531,920ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$389,169ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
VARIOUS ORGANIZATIONS01$40,031
OTHER INCOME01$84

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$961,204ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$961,204TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc
Amt$0Amt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO CODE SECTION 4292(H)(2) AND REGULATION SECTION 53-4942(A)-3(D)(2), STEVEN AND BEVERLY RUBENSTEIN CHARITABLE FOUNDATION, INC., 7352 HORIZON DR, WEST PALM BEACH, FL 33412, EIN: 20-0223308 ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS COMING FROM CORPUS.ElectionDesc

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
FURNITURE2019-01-09$1,680$1,200SL7.000000000000$240$240
COMPUTER2019-09-20$1,268$1,079SL5.000000000000$189$189

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO CODE SECTION 4292(H)(2) AND REGULATION SECTION 53-4942(A)-3(D)(2), STEVEN AND BEVERLY RUBENSTEIN CHARITABLE FOUNDATION, INC., 7352 HORIZON DR, WEST PALM BEACH, FL 33412, EIN: 20-0223308 ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS COMING FROM CORPUS.ElectionDesc

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondMORGAN STANLEY SMITH BARNEY INVESTMENTSBondNm
EOY Book Value$3,174,193EOYBookValueAmt
EOYFMV$3,174,193EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMORGAN STANLEY SMITH BARNEY INVESTMENTSStockNm
EOY Book Value$21,728,144EOYBookValueAmt
EOYFMV$21,728,144EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemPARTNERSHIP AND OTHER INVESTMETNSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$991,722BookValueAmt
EOYFMV$991,722EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
FURNITURE$1,680$1,440$240
COMPUTER$1,268$1,268$0

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
SERVICE AND ADVISORY FEES$117,524$117,524$0
ADMINISTRATIVE EXPENSES$12,737$12,737$0
INSURANCE$10,237$10,237$0
DUES & SUBSCRIPTIONS$768$768$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
VARIOUS ORGANIZATIONS$40,031$40,031$40,031
OTHER INCOME$84$84$84

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTS CARRIED AT MARKET VALUEDesc
Amt$2,147,783Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$6,051$6,051$0
FEDERAL EXCISE TAX$20,000$20,000$0

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