2025-03-06T19:23:38-06:00 2023-12-31 223006104 MADDALONI NYDICK & KEENAN PC 30 COLUMBIA TURNPIKE FLORHAM PARK NJ 07932 990PF 2023-01-01 200223308 STEVEN AND BEVERLY RUBENSTEIN CHARITABLE FOUNDATION INC STEV 9739340701 7352 HORIZON DRIVE WEST PALM BEACH FL 33412 ANDREW RUBENSTEIN TRUSTEE 9739340701 2025-02-06 1 0 PHILIP KEENAN P00085628 9738228080 2025-02-06 2023 2025-03-06 01:10:19Z X 24426677 X X 469005 469005 177438 6889771 177438 63982 63982 710425 710425 168750 0 0 264 264 0 15750 15750 0 27258 27258 0 494 494 260 260 0 142959 142929 0 355735 186955 0 1178500 1178500 1534235 186955 1178500 -823810 523470 1487578 406009 406009 14217 0 0 17102593 21369139 21369139 2179929 1601133 1601133 1136847 1049727 1049727 2948 2279 1163 669 669 21922327 24426677 24426677 0 0 X 21922327 24426677 21922327 24426677 21922327 24426677 21922327 -823810 3328160 24426677 0 24426677 THROUGH MORGAN STANLEY 066682 P 558676 561755 -3079 -3079 THROUGH MORGAN STANLEY 066682 P 3032165 3121513 -89348 -89348 THROUGH MORGAN STANLEY 066683 P 538352 386970 151382 151382 THROUGH MORGAN STANLEY 066683 P 389997 499183 -109186 -109186 THROUGH MORGAN STANLEY 068987 P 135078 141506 -6428 -6428 THROUGH MORGAN STANLEY 068987 P 366674 276351 90323 90323 THROUGH BNY 10571917700 P 475457 464980 10477 10477 THROUGH BNY 10571917700 P 1253733 1256971 -3238 -3238 PASSTHROUGH INCOME FROM K-1S P 3104 -3104 -3104 CAPITAL GAINS DIVIDENDS P 139639 139639 139639 177438 7276 0 7276 0 7276 20891 0 10000 0 30891 X 0 23615 23615 0 0 0 0 0 0 0 0 0 1 1 0 1 1 NJ 1 0 0 0 0 1 N/A ANDREW RUBENSTEIN 9739340701 7352 HORIZON DRIVE WEST PALM BEACH FL 33412 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BEVERLY RUBENSTEIN 7352 HORIZON DRIVE WEST PALM BEACH FL 33412 TRUSTEE 8.00 37500 0 0 ANDREW RUBENSTEIN 7352 HORIZON DRIVE WEST PALM BEACH FL 33412 TRUSTEE 25.00 93750 0 0 BARRY MANDELBAUM 7352 HORIZON DRIVE WEST PALM BEACH FL 33412 TRUSTEE 2.00 37500 0 0 NONE 0 NONE 0 N/A 0 N/A 0 N/A 0 N/A 0 N/A 0 0 0 21126397 946794 1093287 23166478 0 0 23166478 347497 22818981 1140949 1140949 7276 187 7463 1133486 0 1133486 0 1133486 1178500 0 1178500 1133486 0 0 517531 324118 474931 587176 189068 2092824 1178500 0 0 0 1133486 45014 0 0 2137838 0 0 0 0 0 0 517531 1620307 324118 474931 587176 189068 45014 BEVERLY RUBENSTEIN ANDREW RUBENSTEIN X ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVENUE FL 17 CHICAGO IL 60601 NONE PUBLIC CHARITY DONATION 2000 AMERICAN SOCIETY FOR TECHNION ISRAEL 55 EAST 59TH STREET NEW YORK NY 10022 NONE PUBLIC CHARITY DONATION 240000 CHANGING LIGHTS INC PO BOX 30043 PALM BEACH GARDENS NJ 33420 NONE PUBLIC CHARITY DONATION 500 EMPLOYMENT HORIZONS INC 10 RIDGEDALE AVENUE CEDAR KNOLLS NJ 07927 NONE PUBLIC CHARITY DONATION 4000 FRIENDS OF THE ISRAEL DEFENSE FORCES PO BOX 4224 NEW YORK NY 10163 NONE PUBLIC CHARITY DONATION 1000 GIFT OF LIFE BONE MARROW FOUNDATION 800 YAMATO ROAD SUITE 101 BOCA RATON FL 33431 NONE PUBLIC CHARITY DONATION 30000 GOTTESMAN RTW ACADEMY 146 DOVER CHESTER ROAD RANDOLPH NJ 07869 NONE PUBLIC CHARITY DONATION 250000 INSTITUTE OF RANGE AND THE AMERICAN MUSTANG PO BOX 998 HOT SPRINGS SD 57747 NONE PUBLIC CHARITY DONATION 1000 JESPY HOUSE 76 SOUTH ORANGE AVENUE SUITE 205 SOUTH ORANGE NJ 07079 NONE PUBLIC CHARITY DONATION 1000 JEWISH NATIONAL FUND 42 EAST 69TH STREET NEW YORK NY 10021 NONE PUBLIC CHARITY DONATION 1000 OASIS 59 MILL STREET PATERSON NJ 07501 NONE PUBLIC CHARITY DONATION 20000 PLACE OF HOPE 9078 ISAIAH LANE PALM BEACH GARDENS FL 33420 NONE PUBLIC CHARITY DONATION 2500 PROJECT LINUS PO BOX 1548 BELTON MO 64012 NONE PUBLIC CHARITY DONATION 500 SUMMIT SPEECH SCHOOL 705 CENTRAL AVENUE NEW PROVIDENCE NJ 07974 NONE PUBLIC CHARITY DONATION 25000 THE UNIVERSITY OF VERMONT 411 MAIN STREET BURLINGTON VT 05401 NONE PUBLIC CHARITY DONATION 600000 1178500 0 14 469005 01 177438 VARIOUS ORGANIZATIONS 01 56107 OTHER INCOME 01 7875 0 710425 0 710425 0 0 0 0 0 0 0 0 0 0 TAX PREP FEES 15750 15750 0 N/A 0 PURSUANT 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. FURNITURE 2019-01-09 1680 960 SL 7.000000000000 240 240 COMPUTER 2019-09-20 1268 825 SL 5.000000000000 254 254 PURSUANT 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. MORGAN STANLEY SMITH BARNEY INVESTMENTS 1601133 1601133 MORGAN STANLEY SMITH BARNEY INVESTMENTS 21369139 21369139 PARTNERSHIP AND OTHER INVESTMETNS FMV 1049727 1049727 FURNITURE 1680 1200 480 COMPUTER 1268 1079 189 LEGAL FEES 264 264 0 SERVICE AND ADVISORY FEES 121865 121865 0 ADMINISTRATIVE EXPENSES 11134 11134 0 INSURANCE 9960 9930 0 VARIOUS ORGANIZATIONS 56107 56107 56107 OTHER INCOME 7875 7875 7875 UNREALIZED GAIN ON INVESTMENTS CARRIED AT MARKET VALUE 3328160 FOREIGN TAXES PAID 7258 7258 0 FEDERAL EXCISE TAX 20000 20000 0