Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 07-01-2020 , and ending 06-30-2021
Name of foundation
THE SAMUEL RUBIN FOUNDATION INC
C/O LORING WOLCOTT & COOLIDGE
Number and street (or P.O. box number if mail is not delivered to street address)230 CONGRESS STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02110
A Employer identification number

13-6164671
B Telephone number (see instructions)

(617) 547-0444
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$14,622,711J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 164,497 164,497  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 110,069
b Gross sales price for all assets on line 6a 3,032,281
7 Capital gain net income (from Part IV, line 2)... 110,069
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 274,566 274,566  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 30,431 1,522   28,909
14 Other employee salaries and wages...... 31,931 0   31,931
15 Pension plans, employee benefits....... 8,971 371   8,600
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,000 3,000   1,000
c Other professional fees (attach schedule).... Click to see attachment 71,953 71,953   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 33,224 1,229   6,089
19 Depreciation (attach schedule) and depletion... Click to see attachment 128 0  
20 Occupancy.............. 19,900 6,567   13,333
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 18,283 4,366   13,917
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 218,821 89,008   103,779
25 Contributions, gifts, grants paid....... 549,000 549,000
26 Total expenses and disbursements. Add lines 24 and 25 767,821 89,008   652,779
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -493,255
b Net investment income (if negative, enter -0-) 185,558
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 16,451 21,641 21,641
2 Savings and temporary cash investments......... 348,872 264,000 264,000
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 4,375 4,083  
10a Investments—U.S. and state government obligations (attach schedule) 1,181,258 Click to see attachment1,778,118 1,805,275
b Investments—corporate stock (attach schedule)....... 0 Click to see attachment5,903,594 9,817,520
c Investments—corporate bonds (attach schedule)....... 1,670,777 Click to see attachment1,147,140 1,200,376
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 7,876,255 Click to see attachment1,486,285 1,510,180
14 Land, buildings, and equipment: basis bullet19,931
Less: accumulated depreciation (attach schedule) bullet19,612 447 Click to see attachment319 319
15 Other assets (describe bullet) Click to see attachment3,400 Click to see attachment3,400 Click to see attachment3,400
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,101,835 10,608,580 14,622,711
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 11,353,927 11,353,927
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -252,092 -745,347
29 Total net assets or fund balances (see instructions)..... 11,101,835 10,608,580
30 Total liabilities and net assets/fund balances (see instructions). 11,101,835 10,608,580
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
11,101,835
2
Enter amount from Part I, line 27a .....................
2
-493,255
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
10,608,580
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
10,608,580
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a CHARLES SCHWAB: PUBLIC SECURITIES      
b CHARLES SCHWAB: PUBLIC SECURITIES      
c LWC: PUBLIC SECURITIES      
d LWC: PUBLIC SECURITIES      
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,456,706   1,400,060 56,646
b 508,869   474,950 33,919
c 388,481   411,914 -23,433
d 678,225   635,288 42,937
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       56,646
b       33,919
c       -23,433
d       42,937
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 110,069
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 2,579
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,579
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,579
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 15,160
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 15,160
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 12,581
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet2,600 RefundedBullet 11 9,981
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA, NY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.SAMUELRUBINFOUNDATION.ORG
    14
    The books are in care ofbulletJUDITH WEISS Telephone no.bullet (617) 547-0444

    Located atbullet50 CHURCH STREETCAMBRIDGEMA ZIP+4bullet02138
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JUDITH WEISS PRESIDENT
    20.00     		30,431 7,424 0
    50 CHURCH STREET
    CAMBRIDGE,MA021383726
    PETER WEISS DIRECTOR
    1.00     		0 0 0
    50 CHURCH STREET
    CAMBRIDGE,MA021383726
    TAMARA WEISS VICE PRESIDENT
    1.00     		0 0 0
    50 CHURCH STREET
    CAMBRIDGE,MA021383726
    DANIEL WEISS CHAIR/TREASURER
    1.00     		0 0 0
    50 CHURCH STREET
    CAMBRIDGE,MA021383726
    CORA WEISS DIRECTOR
    1.00     		0 0 0
    50 CHURCH STREET
    CAMBRIDGE,MA021383726
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    13,526,320
    b
    Average of monthly cash balances.......................
    1b
    320,811
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    13,847,131
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    13,847,131
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    207,707
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    13,639,424
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    681,971
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    681,971
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,579
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,579
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    679,392
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    679,392
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    679,392
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    652,779
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    652,779
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    652,779
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 679,392
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 15,595
    b From 2016...... 70,980
    c From 2017...... 16,203
    d From 2018...... 16,137
    e From 2019...... 32,607
    fTotal of lines 3a through e........ 151,522
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 652,779
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 652,779
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 26,613 26,613
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 124,909
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		124,909
    10 Analysis of line 9:
    a Excess from 2016.... 59,962
    b Excess from 2017.... 16,203
    c Excess from 2018.... 16,137
    d Excess from 2019.... 32,607
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    KAITLIN LONGMIRE
    50 CHURCH STREET
    CAMBRIDGE,MA021383726
    (617) 547-0444
    KAITLIN@SAMUELRUBINFOUNDATION.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    A FULL STATEMENT AS TO THE PURPOSE OF THE GRANT REQUEST, INCLUDING PROGRAM BUDGET AND COPY OF IRS TAX EXEMPT DETERMINATION LETTER.
    cAny submission deadlines:
    FIRST WEDNESDAY OF JANUARY, MAY AND SEPTEMBER
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NO GRANTS ARE MADE TO INDIVIDUALS, OR FOR THE PURPOSE OF CAPITAL ACQUISITION, ENDOWMENT OR SCHOLARSHIPS
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALTERNATE ROOTS
    1270 CAROLINE ST BOX D120-353
    ATLANTA,GA30307     		NONE PC GENERAL OPERATING SUPPORT 5,000
    CAMPAIGN FOR PEACE DISARMAMENT AND COMMON SECURITY
    2161 MASSACHUSETTS AVE
    CAMBRIDGE,MA02140     		NONE PC COMMITTEE FOR A SANE US-CHINA POLICY 2,000
    CAPITAL AREA FOOD BANK
    4900 PUERTO RICO AVENUE NE
    WASHINGTON,DC20017     		NONE PC COVID RELIEF EFFORTS 3,500
    AJ MUSTE MEMORIAL INSTITUTE
    168 CANAL STREET 6TH FL
    NEW YORK,NY10013     		NONE PC DEFENDING HUMAN RIGHTS WITH LEGAL MEANS 10,000
    ALLIANCE FOR GLOBAL JUSTICE
    225 EAST 26TH ST SUITE 1
    TUCSON,AZ85713     		NONE PC GLOBAL CAMPAIGN FOR PEACE EDUCATION 6,000
    AMEICAN FRIENDS OF COMBATANTS FOR PEACE
    PO BOX 27671
    SAN FRANCISCO,CA94127     		NONE PC GENERAL OPERATING SUPPORT 6,000
    AMERCIAN FRIENDS OF THE PARENTS CIRCLE
    4 E 95TH STREET APT 5C
    NEW YORK,NY10128     		NONE PC GENERAL OPERATING SUPPORT 5,000
    AMERICANS FOR PEACE NOW
    1320 19TH ST NW SUITE 400
    WASHINGTON,DC20036     		NONE PC GENERAL OPERATING SUPPORT 37,500
    CENTER FOR CONSTITUTIONAL RIGHTS
    666 BROADWAY 7TH FL
    NEW YORK,NY10012     		NONE PC GENERAL OPERATING SUPPORT 40,000
    CENTER FOR INTERNATIONAL POLICY INC
    2000M STREET NW STE 720
    WASHINGTON,DC20036     		NONE PC DEFUNDING MILITARISM: BUILDING SUPPORT FOR SHIFTING PRIORITIES 5,000
    CENTER FOR JUSTICE & ACCOUNTABILITY
    ONE HALLIDIE PLAZA STE 406
    SAN FRANCISCO,CA94102     		NONE PC GENERAL OPERATING SUPPORT 5,000
    CENTER FOR LABOR EDUCATION AND RESEARCH
    375 CENTRE STREET
    BOSTON,MA02130     		NONE PC MASS UNDOCUFUND 3,500
    DC CENTRAL KITCHEN INC
    425 2ND ST NW
    WASHINGTON,DC20001     		NONE PC COVID RELIEF EFFORTS 3,500
    DEMOCRACY NOW
    207 WEST 25TH ST 11TH FL
    NEW YORK,NY10001     		NONE PC GENERAL OPERATING SUPPORT 10,000
    DOWNTOWN COMMUNITY TELEVISION
    87 LAFAYETTE STREET
    NEW YORK,NY10013     		NONE PC DCTV YOUTH MEDIA: FREE FILMMAKING TRAINING FOR NYC TEENS AND YOUNG ADULTS 50,000
    DJ HENRY DREAM FUND
    31 MILK STREET
    BOSTON,MA02109     		NONE PC BROCKTON COMMUNITIES: HEALTHY YOUTH AT HOME 2,500
    FULLER PROJECT FOR INTERNATIONAL REPORTING
    1875 CONNECTICUT AVE 10TH FL
    WASHINGTON,DC20009     		NONE PC GENERAL OPERATING SUPPORT 5,000
    FUND FOR CONSTITUTIONAL GOVERNMENT
    122 MARYLAND AVENUE NE
    WASHINGTON,DC20002     		NONE PC 2021 MEMBERSHIP SUPPORT 2,500
    GEORGIA LATINO ALLIANCE FOR HUMAN RIGHTS
    7 DUNWOODY PARK SUITE 110
    ATLANTA,GA30338     		NONE PC GENERAL OPERATING SUPPORT 5,000
    GLOBAL KIDS
    137 EAST 25TH ST 2ND FL
    NEW YORK,NY10010     		NONE PC POWER OF CITIZENRY LEADERSHIP PROGRAM/COVID-19 EMERGENCY RELIEF 28,500
    GLOBAL NETWORK OF WOMEN PEACEBUILDERS
    777 UN PLAZA SUITE 8B
    NEW YORK,NY10017     		NONE PC GENERAL OPERATING SUPPORT/COVID RELIEF EFFORTS/PAYMENT 1 OF 3 CORA WEISS FELLOWSHIP 48,500
    GRASSROOTS INTERNATIONAL
    179 BOYLSTON ST 4TH FL
    BOSTON,MA02130     		NONE PC PALESTINE SOLIDARITY EMERGENCY FUND/BRAZIL HUMAN RIGHTS/DEFENDING HUMAN RIGHTS 18,000
    HAMPSHIRE COLLEGE
    893 WEST STREET
    AMHERST,MA01002     		NONE PC UNDOCUMENTED STUDENT SCHOLARSHIP FUND 5,000
    HISPANICS IN PHILANTRHOPY
    414 13TH ST STE 200
    OAKLAND,CA94612     		NONE PC FARMWORKERS' COVID-19 PANDEMIC RELIEF FUND 3,500
    HUMAN RIGHTS WATCH
    350 5TH AVE 34TH FL
    NEW YORK,NY10118     		NONE PC CAMPAIGN TO STOP KILLER ROBOTS 8,000
    INSTITUTE FOR POLICY STUDIES
    1301 CONNECTICUT AVE NW STE 600
    WASHINGTON,DC20036     		NONE PC NATIONAL PRIORITIES PROJECT/LETELIER MOFFITT AWARD EVENT 7,000
    INTERNATIONAL WOMEN'S MEDIA FOUNDATION
    1625 K STREET NW STE 1275
    WASHINGTON,DC20006     		NONE PC IWMF ELIZABETH NEUFFER FELLOWSHIP 5,000
    LAWYERS COMMITTEE ON NUCLEAR POLICY
    220 E 49TH ST SUITE 1B
    NEW YORK,NY10017     		NONE PC GENERAL OPERATING SUPPORT 50,000
    MICHIGAN STATE UNIVERSITY
    426 AUDITORIUM ROAD ROOM 2
    EAST LANSING,MI48824     		NONE PC AFRICAN ACTIVIST ARCHIVE PROJECT 5,000
    MIRIAM COLLEGE
    KATIPUNAN ROAD LOYOLA HEIGHTS
    QUEZON CITY    
    RP     		NONE PC INTERFAITH PEACEBUILDING WORKSHOP 3,000
    MUSLIM COMMUNITY NETWORK
    110 WALL STREET
    NEW YORK,NY10005     		NONE PC GENERAL OPERATING SUPPORT 5,000
    NATIONAL DOMESTIC WORKERS ALLIANCE
    45 BROADWAY STE 320
    NEW YORK,NY10006     		NONE PC COVID PANDEMIC RELIEF 3,500
    NAUTILUS INSTITUTE
    2342 SHATTUCK AVE 300
    BERKELEY,CA94704     		NONE PC NUCLEAR PEACEMAKING IN NORTHEAST ASIA 2021 5,500
    NEW ISRAEL FUND
    6 EAST 39TH ST SUITE 301
    NEW YORK,NY10016     		NONE PC B'TSELEM VIDEO CAMERA PROJECT: PREVENT OF TORTURE AND PROMOTION OF ACCOUNTABILITY 25,000
    NUCLEAR AGE PEACE FOUNDATION
    PMB 121 1622 ANACAPA ST
    SANTA BARBARA,CA93101     		NONE PC REVERSE THE TREND 5,000
    NURSES FOR SEXUAL & REPRODUCTIVE HEALTH
    PO BOX 14209
    ST PAUL,MN55114     		NONE PC GENERAL OPERATING SUPPORT 5,000
    PEACE ACTION FUND OF NEW YORK STATE INC
    PO BOX 3357
    NEW YORK,NY10008     		NONE PC STUDENT ORGANIZING TO PROMOTE YOUTH ACTIVISM 5,000
    PROVIDE
    PO BOX 8265
    ROUND ROCK,TX78683     		NONE PC GENERAL OPERATING SUPPORT 7,500
    REPRIEVE US
    PO BOX 792325
    NEW ORLEANS,LA70179     		NONE PC TOWARDS CLOSING GUANTANAMO BAY PRISON 5,000
    RIAN IMMIGRANT CENTER
    ONE STATE ST STE 800
    BOSTON,MA02109     		NONE PC GENERAL OPERATING SUPPORT 7,500
    RUTGERS UNIVERSITYINSTITUTE FOR WOMEN'S LEADERSHIP
    7 COLLEGE AVE
    NEW BRUNSWICK,NJ08901     		NONE PC ALISON BERNSTEIN MEDIA MENTORING PROGRAM 1,000
    SOUTH AFRICA PARTNERS
    89 SOUTH STREET LL02
    BOSTON,MA02111     		NONE PC EMERGENCY ACTION ON CORONAVIRUS IN SOUTH AFRICA 3,500
    SWARTHMORE COLLEGE PEACE COLLECTION
    500 COLLEGE AVENUE
    SWARTHMORE,PA19081     		NONE PC DIGITIZING U.S. ANTI-NUCLEAR MOVEMENT AUDIO-VISUAL MATERIALS 10,000
    T'RUAH
    266 WEST 37TH ST STE 803
    NEW YORK,NY10018     		NONE PC GENERAL OPERATING SUPPORT 7,500
    THIRD SECTOR NEW ENGLAND INC
    89 SOUTH STREET STE 700
    BOSTON,MA02110     		NONE PC GENERAL OPERATING SUPPORT 5,000
    TIDES CENTER
    1012 TORNEY AVENUE
    SAN FRANCISCO,CA94129     		NONE PC GENERAL OPERATING SUPPORT 5,000
    TRI-VALLEY CARES
    4049 FIRST ST SUITE 243
    LIVERMORE,CA94551     		NONE PC GENERAL OPERATING SUPPORT 5,000
    WOMEN'S JUSTICE INITIATIVE
    PO BOX 21540
    NEW YORK,NY10087     		NONE PC GENERAL OPERATING SUPPORT 5,000
    WOMENS INTERNATIONAL NETWORK FOR GUATEMALAN SOLUTIONS INC
    PO BOX 1043
    PUEBLO,CO81002     		NONE PC GENERAL OPERATING SUPPORT 7,500
    CENTER FOR ECONOMIC DEMOCRACY
    434 MASSACHUSETTS AVE SUITE 201
    BOSTON,MA02118     		NONE PC MASS REDISTRIBUTION FUND 10,000
    FILMMAKERS COLLABORATIVE SF
    145 NINTH STREET 101
    SAN FRANCISCO,CA94103     		NONE PC THE MOVEMENT AND THE MADMAN FILM 7,500
    GREATER WASHINGTON COMMUNITY FOUNDATION
    PO BOX 49010
    BALTIMORE,MD21297     		NONE PC TOMMY RASKIN MEMORIAL FUND FOR PEOPLE AND ANIMALS 3,000
    HIGHER HOPE INTERNATIONAL MINISTRIES
    618 MARKET STREET
    SUNBURY,PA17801     		NONE PC GENERAL OPERATING SUPPORT 1,000
    MABEL CENTER FOR IMMIGRANT JUSTICE
    1167 MASSACHUSETTS AVENUE
    ARLINGTON,MA02476     		NONE PC GENERAL OPERATING SUPPORT 3,500
    MAYSLES INSTITUTE DBA MAYSLES DOCUMENTARY CENTER
    343 LENOX AVENUE
    NEW YORK,NY10027     		NONE PC SOCIAL JUSTICE SHOWCASE 2021 3,500
    SCHOTT FOUNDATION FOR PUBLIC EDUCATION
    1250 HANCOCK STREET SUITE 803N
    QUINCY,MA02169     		NONE PC JUST RELATIONSHIPS 2,500
    SOJOURNER TRUTH SCHOOL FOR SOCIAL JUSTICE LEADERSHIP
    649 STATE STREET
    SPRINGFIELD,MA01109     		NONE PC GENERAL OPERATING SUPPORT 5,000
    WAR LEGACIES PROJECT
    144 LOWER BARTONSVILLE RD
    CHESTER,VT05143     		NONE PC GENERAL OPERATING SUPPORT 1,000
    Total .................................bullet 3a 549,000
    bApproved for future payment
    GLOBAL NETWORK OF WOMEN PEACEBUILDERS
    777 UN PLAZA SUITE 7H
    NEW YORK,NY10017     		NONE PC PAYMENTS 2 OF 3 AND 3 OF 3 FOR CORA WEISS FELLOWSHIP FOR YOUNG WOMEN PEACEBUILDERS 60,000
    Total .................................bullet 3b 60,000
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 164,497  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 110,069  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 274,566 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    274,566
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    THE SAMUEL RUBIN FOUNDATION INC
     
    C/O LORING WOLCOTT & COOLIDGE
    EIN:
    13-6164671
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LWC 4,000 3,000   1,000

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    THE SAMUEL RUBIN FOUNDATION INC
     
    C/O LORING WOLCOTT & COOLIDGE
    EIN:
    13-6164671
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    COMPUTER SOFTWARE 2014-09-15 11,500 11,500 SL 3.000000000000 0 0    
    OFFICE FURNITURE 2017-01-03 1,431 984 200DB 7.000000000000 128 0    
    COMPUTER SOFTWARE 2016-10-19 7,000 7,000 SL 3.000000000000 0 0    

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 ExpenditureResponsibilityStmt
    Name:
    THE SAMUEL RUBIN FOUNDATION INC
     
    C/O LORING WOLCOTT & COOLIDGE
    EIN:
    13-6164671
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    MIRIAM COLLEGE FOUNDATION INC
          		KATIPUNAN RD LOYOLA HTS
    QUEZON CITY    
    RP     		2020-11-10 3,000 INTERFAITH PEACEBUILDING WORKSHOP FOR MUSLIM AND CHRISTIAN YOUTH 3,000   SEPTEMBER 30, 2021   ON APRIL 22, 2021 THE GRANTEE REQUESTED AN EXTENSION FOR THIS PROJECT BECAUSE OF UNFAVORABLE CONDITIONS RELATED TO COVID-19. ON APRIL 27, 2021, SRF APPROVED THE REQUEST, AND THE WORKSHOP IS NOW SCHEDULED FOR FEBRUARY 2022. A FINAL REPORT WILL BE SUBMITTED UPON COMPLETION OF THE PROJECT.

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE SAMUEL RUBIN FOUNDATION INC
     
    C/O LORING WOLCOTT & COOLIDGE
    EIN:
    13-6164671
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CHARLES SCHWABB CORP BOND 1,147,140 1,200,376

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE SAMUEL RUBIN FOUNDATION INC
     
    C/O LORING WOLCOTT & COOLIDGE
    EIN:
    13-6164671
    Name of Stock End of Year Book Value End of Year Fair Market Value
    675 SHS ADOBE SYSTEM 185,391 395,307
    150 SHS ALPHABET INC CLASS A 187,507 366,269
    115 SHS AMAZON.COM 190,834 395,618
    1,275 SHS AMERICAN TOWER CORP 255,532 344,429
    2,460 SHS APPLE INC. 185,896 336,922
    1,735 SHS CANADIAN NATIONAL RAILWAY 155,895 183,077
    620 SHS COSTCO WHOLESALE CORP 213,542 245,315
    1,260 SHS DANAHER CORP SHS 205,255 338,134
    1,655 SHS WALT DISNEY PRODUCTIONS 219,826 292,657
    2,010 SHS EDWARDS LIFESCIENCE CORP 155,775 208,176
    3,155 SHS FISERV INC. 330,980 337,238
    2,560 SHS HANNON ARMSTRONG 128,013 143,744
    881 SHS HOME DEPOT INC. 172,081 280,942
    550 SHS IDEXX LABS 146,153 347,352
    795 SHS INTUIT 281,854 389,685
    1,105 SHS IQVIA HOLDINGS INC. 157,790 267,764
    620 SHS LULULEMON ATHLETICA INC. 35,454 226,281
    950 SHS MASTERCARD INC. 167,531 346,836
    1,555 SHS MICROSOFT CORP 185,508 421,249
    270 SHS MOODYS CORP 42,165 97,840
    2,170 SHS NIKE INC CLASS B 201,624 335,243
    540 SHS PAYCOM SOFTWARE 122,131 196,274
    1,255 SHS PAYPAL HOLDINGS INC. 131,573 357,063
    625 SHS ROPER INDUSTRIES INC. 218,563 293,875
    235 SHS S&P GLOBAL INC. 42,361 96,456
    1,240 SHS SALESFORCE.COM 187,099 302,895
    460 SHS SERVICENOW INC. 117,403 252,793
    2,225 SHS STARBUCKS CORP 188,154 248,777
    1,275 SHS STRYKER CORP 268,181 331,156
    3,600 SHS TRADE DESK INC. 68,908 278,496
    585 SHS THERMO FISHER SCIENTIFIC INC. 172,867 295,115
    1,480 SHS TREX COMPANY INC. 150,701 151,271
    945 SHS VISA INC. 88,205 220,959
    990 SHS WEX INC. 173,445 191,961
    1,460 SHS NXP SEMICONDUCTORS 169,397 300,351

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    THE SAMUEL RUBIN FOUNDATION INC
     
    C/O LORING WOLCOTT & COOLIDGE
    EIN:
    13-6164671
    US Government Securities - End of Year Book Value:

    1,778,118
    US Government Securities - End of Year Fair Market Value:

    1,805,275
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE SAMUEL RUBIN FOUNDATION INC
     
    C/O LORING WOLCOTT & COOLIDGE
    EIN:
    13-6164671
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CHARLES SCHWABB MORTGAGE POOLS AT COST 641,688 662,804
    CHARLES SCHWABB CMO AT COST 756,506 758,793
    CHARLES SCHWABB MUNICIPAL BOND AT COST 88,091 88,583

    TY 2020 LandEtcSchedule2
    Name:
    THE SAMUEL RUBIN FOUNDATION INC
     
    C/O LORING WOLCOTT & COOLIDGE
    EIN:
    13-6164671
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    COMPUTER SOFTWARE 11,500 11,500 0  
    OFFICE FURNITURE 1,431 1,112 319  
    COMPUTER SOFTWARE 7,000 7,000 0  


    TY 2020 OtherAssetsSchedule
    Name:
    THE SAMUEL RUBIN FOUNDATION INC
     
    C/O LORING WOLCOTT & COOLIDGE
    EIN:
    13-6164671
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    RENT SECURITY DEPOSIT 3,400 3,400 3,400


    TY 2020 OtherExpensesSchedule
    Name:
    THE SAMUEL RUBIN FOUNDATION INC
     
    C/O LORING WOLCOTT & COOLIDGE
    EIN:
    13-6164671
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    POSTAGE 165 41   124
    INSURANCE 3,033 758   2,275
    OFFICE EXPENSES 1,108 277   831
    REPRESENTATION 400 100   300
    TELEPHONE 1,493 373   1,120
    PAYROLL FEES 654 164   490
    SOFTWARE EXPENSE 8,810 2,203   6,607
    DUES 1,800 450   1,350
    FILING FEES 820 0   820


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE SAMUEL RUBIN FOUNDATION INC
     
    C/O LORING WOLCOTT & COOLIDGE
    EIN:
    13-6164671
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANNING & NAPIER 16,968 16,968   0
    LWC 54,985 54,985   0


    TY 2020 TaxesSchedule
    Name:
    THE SAMUEL RUBIN FOUNDATION INC
     
    C/O LORING WOLCOTT & COOLIDGE
    EIN:
    13-6164671
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 909 909   0
    2020 EXCISE TAX 10,746 0   0
    PAYROLL TAX 6,409 320   6,089
    2021 EXCISE ESTIMATED TAX 15,160 0   0