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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 07-01-2021 , and ending 06-30-2022
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$11,303,338J 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... 135,249 135,249  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 260,785
b Gross sales price for all assets on line 6a 2,120,855
7 Capital gain net income (from Part IV, line 2)... 260,785
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)....... Click to see attachment 12,581 0  
12 Total. Add lines 1 through 11........ 408,615 396,034  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 36,855 1,843   35,012
14 Other employee salaries and wages...... 41,063 0   41,063
15 Pension plans, employee benefits....... 10,550 414   10,136
16a Legal fees (attach schedule)......... Click to see attachment 1,392 0   1,392
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 77,734 77,734   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 10,181 1,427   6,154
19 Depreciation (attach schedule) and depletion... Click to see attachment 128 0  
20 Occupancy.............. 11,700 3,861   7,839
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 15,446 3,621   11,825
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 205,049 88,900   113,421
25 Contributions, gifts, grants paid....... 598,100 598,100
26 Total expenses and disbursements. Add lines 24 and 25 803,149 88,900   711,521
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -394,534
b Net investment income (if negative, enter -0-) 307,134
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 21,641 877 877
2 Savings and temporary cash investments......... 264,000 230,571 230,571
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.......... 4,083 583 583
10a Investments—U.S. and state government obligations (attach schedule) 1,778,118 Click to see attachment1,612,394 1,425,654
b Investments—corporate stock (attach schedule)....... 5,903,594 Click to see attachment6,166,028 7,618,504
c Investments—corporate bonds (attach schedule)....... 1,147,140 Click to see attachment967,181 870,444
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,486,285 Click to see attachment1,236,221 1,156,514
14 Land, buildings, and equipment: basis bullet19,931
Less: accumulated depreciation (attach schedule) bullet19,740 319 Click to see attachment191 191
15 Other assets (describe bullet) Click to see attachment3,400 Click to see attachment0 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,608,580 10,214,046 11,303,338
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 -745,347 -1,139,881
29 Total net assets or fund balances (see instructions)..... 10,608,580 10,214,046
30 Total liabilities and net assets/fund balances (see instructions). 10,608,580 10,214,046
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
10,608,580
2
Enter amount from Part I, line 27a .....................
2
-394,534
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
10,214,046
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
10,214,046
Form 990-PF (2021)
Form 990-PF (2021)
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 265,267   272,954 -7,687
b 1,258,530   1,250,256 8,274
c 148,330   187,302 -38,972
d 448,728   149,558 299,170
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       -7,687
b       8,274
c       -38,972
d       299,170
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 2 260,785
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 4,269
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 4,269
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 2,600
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 2,600
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 1,669
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 atbulletPO BOX 401025 1953 MASS AVECAMBRIDGEMA ZIP+4bullet02140
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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     		36,855 8,274 0
    PO BOX 401025 1953 MASS AVE
    CAMBRIDGE,MA02140
    PETER WEISS DIRECTOR
    1.00     		0 0 0
    PO BOX 401025 1953 MASS AVE
    CAMBRIDGE,MA02140
    TAMARA WEISS VICE PRESIDENT
    1.00     		0 0 0
    PO BOX 401025 1953 MASS AVE
    CAMBRIDGE,MA02140
    DANIEL WEISS CHAIR/TREASURER
    1.00     		0 0 0
    PO BOX 401025 1953 MASS AVE
    CAMBRIDGE,MA02140
    CORA WEISS DIRECTOR
    1.00     		0 0 0
    PO BOX 401025 1953 MASS AVE
    CAMBRIDGE,MA02140
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    13,608,740
    b
    Average of monthly cash balances.......................
    1b
    382,588
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    13,991,328
    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
    13,991,328
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    209,870
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    13,781,458
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    689,073
    Part X
    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 IX, line 6..................
    1
    689,073
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    4,269
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,269
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    684,804
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    684,804
    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 XII, line 1 ...
    7
    684,804
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 684,804
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 59,962
    b From 2017...... 16,203
    c From 2018...... 16,137
    d From 2019...... 32,607
    e From 2020......  
    f Total of lines 3a through e ........ 124,909
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 711,521
    a Applied to 2020, 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 2021 distributable amount..... 684,804
    e Remaining amount distributed out of corpus 26,717
    5 Excess distributions carryover applied to 2021. 0 0
    (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 5 151,626
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		59,962
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		91,664
    10 Analysis of line 9:
    a Excess from 2017.... 16,203
    b Excess from 2018.... 16,137
    c Excess from 2019.... 32,607
    d Excess from 2020....  
    e Excess from 2021.... 26,717
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    AJ MUSTE MEMORIAL INSTITUTE
    217 CENTRE ST SUITE 339
    NEW YORK,NY10013     		NONE PC HUMAN RIGHTS ADVOCACY/ISRAELI-PALESTINIAN PEACE 12,500
    ALLIANCE FOR GLOBAL JUSTICE
    225 EAST 26TH ST SUITE 1
    TUCSON,AZ85713     		NONE PC PEACE EDUCATION 10,000
    AMERICAN FRIENDS OF COMBATANTS FOR PEACE
    PO BOX 27671
    SAN FRANCISCO,CA94127     		NONE PC ISRAELI-PALESTINIAN PEACE 10,000
    AMERICAN FRIENDS OF THE PARENTS CIRCLE
    4 E 95TH STREET APT 5C
    NEW YORK,NY10128     		NONE PC ISRAELI-PALESTINIAN PEACE 10,000
    AMERICANS FOR PEACE NOW
    1320 19TH ST NW SUITE 400
    WASHINGTON,DC20036     		NONE PC ISRAELI-PALESTINIAN PEACE 35,000
    CAMPAIGN FOR PEACE DISARMAMENT AND COMMON SECURITY
    4 WASHBURN STREET
    WATERTOWN,MA02472     		NONE PC INTERNATIONAL PEACE AND SECURITY 7,500
    CENTER FOR CONSTITUTIONAL RIGHTS
    666 BROADWAY 7TH FL
    NEW YORK,NY10012     		NONE PC LEGAL RIGHTS ADVOCACY 50,000
    CENTER FOR INTERNATIONAL POLICY INC
    2000 M STREET NW STE 720
    WASHINGTON,DC20036     		NONE PC PUBLIC POLICY RESEARCH & ADVOCACY 10,000
    CENTER FOR JUSTICE & ACCOUNTABILITY
    ONE HALLIDIE PLAZA STE 750
    SAN FRANCISCO,CA94102     		NONE PC LEGAL RIGHTS ADVOCACY 10,000
    DEMOCRACY NOW
    207 WEST 25TH ST 11TH FL
    NEW YORK,NY10001     		NONE PC MEDIA FOR SOCIAL JUSTICE 10,000
    DOWNTOWN COMMUNITY TELEVISION
    87 LAFAYETTE STREET
    NEW YORK,NY10013     		NONE PC MEDIA FOR SOCIAL JUSTICE 50,000
    FILMMAKERS COLLABORATIVE SF
    145 NINTH STREET 101
    SAN FRANCISCO,CA94103     		NONE PC MEDIA FOR SOCIAL JUSTICE 7,500
    FULLER PROJECT FOR INTERNATIONAL REPORTING
    712 H ST NE PMB 37
    WASHINGTON,DC20002     		NONE PC MEDIA FOR SOCIAL JUSTICE 5,000
    GLOBAL KIDS
    137 EAST 25TH ST 2ND FL
    NEW YORK,NY10010     		NONE PC YOUTH EDUCATION & ADVOCACY 25,000
    GLOBAL NETWORK OF WOMEN PEACEBUILDERS
    777 UN PLAZA SUITE 8B
    NEW YORK,NY10017     		NONE PC INTERNATIONAL PEACE EFFORTS 50,000
    GRASSROOTS INTERNATIONAL
    179 BOYLSTON ST 4TH FL
    BOSTON,MA02130     		NONE PC INTERNATIONAL PEACE EFFORTS 28,500
    HUMAN RIGHTS WATCH
    350 5TH AVE 34TH FL
    NEW YORK,NY10118     		NONE PC INTERNATIONAL PEACE EFFORTS 8,000
    INSTITUTE FOR POLICY STUDIES
    1301 CONNECTICUT AVE NW STE 600
    WASHINGTON,DC20036     		NONE PC PUBLIC POLICY RESEARCH & ADVOCACY 10,000
    INTERNATIONAL WOMEN'S MEDIA FOUNDATION
    1625 K STREET NW STE 1275
    WASHINGTON,DC20006     		NONE PC MEDIA FOR SOCIAL JUSTICE 5,000
    LAWYERS COMMITTEE ON NUCLEAR POLICY
    220 E 49TH ST SUITE 1B
    NEW YORK,NY10017     		NONE PC NUCLEAR DISARMAMENT & GLOBAL SECURITY 50,000
    MABEL CENTER FOR IMMIGRANT JUSTICE
    1167 MASSACHUSETTS AVENUE
    ARLINGTON,MA02476     		NONE PC IMMIGRANT LEGAL SERVICES 3,500
    MAYSLES INSTITUTE DBA MAYSLES DOCUMENTARY CENTER
    343 LENOX AVENUE
    NEW YORK,NY10027     		NONE PC MEDIA FOR SOCIAL JUSTICE 3,500
    MICHIGAN STATE UNIVERSITY
    426 AUDITORIUM ROAD ROOM 2
    EAST LANSING,MI48824     		NONE PC EDUCATION 10,000
    NAUTILUS INSTITUTE
    2342 SHATTUCK AVE 300
    BERKELEY,CA94704     		NONE PC NUCLEAR DISARMAMENT & GLOBAL SECURITY 5,500
    NEW ISRAEL FUND
    6 EAST 39TH ST SUITE 301
    NEW YORK,NY10016     		NONE PC INTERNATIONAL PEACE EFFORTS 30,000
    NURSES FOR SEXUAL & REPRODUCTIVE HEALTH
    PO BOX 14209
    ST PAUL,MN55114     		NONE PC EDUCATION 10,000
    PEACE ACTION FUND OF NEW YORK STATE INC
    PO BOX 3357
    NEW YORK,NY10008     		NONE PC PEACE EDUCATION AND ADVOCACY 10,000
    PROVIDE
    PO BOX 8265
    ROUND ROCK,TX78683     		NONE PC HEALTH & SOCIAL SERVICES 10,000
    REPRIEVE US
    PO BOX 792325
    NEW ORLEANS,LA70179     		NONE PC HUMAN RIGHTS 10,000
    RIAN IMMIGRANT CENTER
    ONE STATE ST STE 800
    BOSTON,MA02109     		NONE PC IMMIGRATION SERVICES 10,000
    REDFORD CENTER INC
    PO BOX 29144
    SAN FRANCISCO,CA94129     		NONE PC MEDIA FOR SOCIAL JUSTICE 3,000
    SOJOURNER TRUTH SCHOOL FOR SOCIAL JUSTICE LEADERSHIP
    649 STATE STREET
    SPRINGFIELD,MA01109     		NONE PC EDUCATION 10,000
    ST SERAPHIM OF SAROV ORTHODOX CHURCH
    90 MOUNTAIN VIEW AVE
    SANTA ROSA,CA95407     		NONE PC HEALTH & SOCIAL SERVICES 1,000
    THE GROUND TRUTH PROJECT
    10 GUEST STREET
    BOSTON,MA02135     		NONE PC MEDIA FOR SOCIAL JUSTICE 10,000
    T'RUAH
    266 WEST 37TH ST STE 803
    NEW YORK,NY10018     		NONE PC HUMAN RIGHTS 10,000
    THIRD SECTOR NEW ENGLAND INC
    89 SOUTH STREET STE 700
    BOSTON,MA02110     		NONE PC GENERAL OPERATING SUPPORT 10,000
    TIDES CENTER
    PO BOX 29198
    SAN FRANCISCO,CA94129     		NONE PC GENERAL OPERATING SUPPORT 10,000
    TRI-VALLEY CARES
    4049 FIRST ST SUITE 243
    LIVERMORE,CA94551     		NONE PC NUCLEAR DISARMAMENT & ADVOCACY 5,000
    WOMEN'S JUSTICE INITIATIVE
    PO BOX 21540
    NEW YORK,NY10087     		NONE PC EDUCATION 10,000
    WOMENS INTERNATIONAL NETWORK FOR GUATEMALAN SOLUTIONS INC
    PO BOX 1043
    PUEBLO,CO81002     		NONE PC HUMAN RIGHTS 10,000
    NEO PHILANTHROPY
    45 WEST 36TH ST 6TH FLOOR
    NEW YORK,NY10018     		NONE PC PUBLIC POLICY RESEARCH & ADVOCACY 2,600
    BUILD HEALTH INTERNATIONAL INC
    100 CUMMINGS CENTER SUITE 120B
    BEVERLY,MA01915     		NONE PC HUMAN RIGHTS 10,000
    Total .................................bullet 3a 598,100
    bApproved for future payment
    GLOBAL NETWORK OF WOMEN PEACEBUILDERS
    777 UN PLAZA SUITE 8B
    NEW YORK,NY10017     		NONE PC PAYMENT 3 OF 3 FOR CORA WEISS FELLOWSHIP FOR YOUNG WOMEN PEACEBUILDERS 50,000
    AJ MUSTE MEMORIAL INSTITUTE
    217 CENTRE ST SUITE 339
    NEW YORK,NY10013     		NONE PC HUMAN RIGHTS ADVOCACY 10,000
    ALLIANCE FOR GLOBAL JUSTICE
    225 EAST 26TH ST SUITE 1
    TUCSON,AZ85713     		NONE PC PEACE EDUCATION 10,000
    AMERICAN FRIENDS OF COMBATANTS FOR PEACE
    PO BOX 27671
    SAN FRANCISCO,CA94127     		NONE PC ISRAELI-PALESTINIAN PEACE 10,000
    AMERICAN FRIENDS OF THE PARENTS CIRCLE
    4 E 95TH STREET APT 5C
    NEW YORK,NY10128     		NONE PC ISRAELI-PALESTINIAN PEACE 10,000
    AMERICANS FOR PEACE NOW
    1320 19TH ST NW SUITE 400
    WASHINGTON,DC20036     		NONE PC ISRAELI-PALESTINIAN PEACE 35,000
    CAMPAIGN FOR PEACE DISARMAMENT AND COMMON SECURITY
    4 WASHBURN STREET
    WATERTOWN,MA02472     		NONE PC INTERNATIONAL PEACE AND SECURITY 7,500
    CENTER FOR CONSTITUTIONAL RIGHTS
    666 BROADWAY 7TH FL
    NEW YORK,NY10012     		NONE PC LEGAL RIGHTS ADVOCACY 50,000
    CENTER FOR INTERNATIONAL POLICY INC
    2000 M STREET NW STE 720
    WASHINGTON,DC20036     		NONE PC PUBLIC POLICY RESEARCH & ADVOCACY 10,000
    CENTER FOR JUSTICE & ACCOUNTABILITY
    ONE HALLIDIE PLAZA STE 750
    SAN FRANCISCO,CA94102     		NONE PC LEGAL RIGHTS ADVOCACY 10,000
    DEMOCRACY NOW
    207 WEST 25TH ST 11TH FL
    NEW YORK,NY10001     		NONE PC MEDIA FOR SOCIAL JUSTICE 10,000
    DOWNTOWN COMMUNITY TELEVISION
    87 LAFAYETTE STREET
    NEW YORK,NY10013     		NONE PC MEDIA FOR SOCIAL JUSTICE 50,000
    GLOBAL KIDS
    137 EAST 25TH ST 2ND FL
    NEW YORK,NY10010     		NONE PC YOUTH EDUCATION & ADVOCACY 25,000
    GRASSROOTS INTERNATIONAL
    179 BOYLSTON ST 4TH FL
    BOSTON,MA02130     		NONE PC INTERNATIONAL SOCIAL JUSTICE 25,000
    INSTITUTE FOR POLICY STUDIES
    1301 CONNECTICUT AVE NW STE 600
    WASHINGTON,DC20036     		NONE PC PUBLIC POLICY RESEARCH & ADVOCACY 10,000
    MICHIGAN STATE UNIVERSITY
    426 AUDITORIUM ROAD ROOM 2
    EAST LANSING,MI48824     		NONE PC EDUCATION 10,000
    NEW ISRAEL FUND
    6 EAST 39TH ST SUITE 301
    NEW YORK,NY10016     		NONE PC INTERNATIONAL PEACE EFFORTS 20,000
    NURSES FOR SEXUAL & REPRODUCTIVE HEALTH
    PO BOX 14209
    ST PAUL,MN55114     		NONE PC EDUCATION 10,000
    PEACE ACTION FUND OF NEW YORK STATE INC
    PO BOX 3357
    NEW YORK,NY10008     		NONE PC PEACE EDUCATION AND ADVOCACY 10,000
    PROVIDE
    PO BOX 8265
    ROUND ROCK,TX78683     		NONE PC HEALTH & SOCIAL SERVICES 10,000
    REPRIEVE US
    PO BOX 792325
    NEW ORLEANS,LA70179     		NONE PC HUMAN RIGHTS 10,000
    RIAN IMMIGRANT CENTER
    ONE STATE ST STE 800
    BOSTON,MA02109     		NONE PC IMMIGRANT SERVICES 10,000
    SOJOURNER TRUTH SCHOOL FOR SOCIAL JUSTICE LEADERSHIP
    649 STATE STREET
    SPRINGFIELD,MA01109     		NONE PC EDUCATION 10,000
    THIRD SECTOR NEW ENGLAND INC
    89 SOUTH STREET STE 700
    BOSTON,MA02111     		NONE PC GENERAL OPERATING SUPPORT 10,000
    TIDES CENTER
    PO BOX 29198
    SAN FRANCISCO,CA94129     		NONE PC GENERAL OPERATING SUPPORT 10,000
    T'RUAH
    266 WEST 37TH ST STE 803
    NEW YORK,NY10018     		NONE PC HUMAN RIGHTS 10,000
    WOMEN'S INTERNATIONAL NETWORK FOR GUATEMALAN SOLUTIONS INC
    PO BOX 1043
    PUEBLO,CO81002     		NONE PC HUMAN RIGHTS 10,000
    WOMEN'S JUSTICE INITIATIVE
    PO BOX 21540
    NEW YORK,NY10087     		NONE PC EDUCATION 10,000
    Total .................................bullet 3b 462,500
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ....          
    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 ............     		    18 260,785  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    a990PF TAX REFUND 6/30/2021     		    01 9,981  
    b2021 CREDIT O/P TAX 2022     01 2,600  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 408,615 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    408,615
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


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    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

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    TY 2021 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 1,112 200DB 7.000000000000 128 0    
    COMPUTER SOFTWARE 2016-10-19 7,000 7,000 SL 3.000000000000 0 0    

    TY 2021 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 967,181 870,444

    TY 2021 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 185,391 247,091
    150 SHS ALPHABET INC CLASS A 187,507 326,889
    2400 SHS AMAZON.COM 208,321 254,904
    1,275 SHS AMERICAN TOWER CORP 255,532 325,877
    2,460 SHS APPLE INC. 185,896 336,331
    1,735 SHS CANADIAN NATIONAL RAILWAY 155,895 195,135
    620 SHS COSTCO WHOLESALE CORP 213,542 297,154
    1,260 SHS DANAHER CORP SHS 205,255 319,435
    1,655 SHS WALT DISNEY PRODUCTIONS 219,827 157,176
    2,010 SHS EDWARDS LIFESCIENCE CORP 155,775 191,131
    3,155 SHS FISERV INC. 301,401 258,903
    3,655 SHS HANNON ARMSTRONG 191,813 138,378
    881 SHS HOME DEPOT INC. 172,081 241,632
    550 SHS IDEXX LABS 146,153 192,902
    795 SHS INTUIT 281,854 306,425
    1,195 SHS IQVIA HOLDINGS INC. 181,473 259,303
    1,035 SHS MASTERCARD INC. 199,394 326,522
    1,555 SHS MICROSOFT CORP 185,508 399,371
    2,170 SHS NIKE INC CLASS B 201,624 221,774
    540 SHS PAYCOM SOFTWARE 122,131 151,265
    1,985 SHS PAYPAL HOLDINGS INC. 220,653 138,632
    660 SHS ROPER INDUSTRIES INC. 235,387 260,469
    1,240 SHS SALESFORCE.COM 187,099 204,650
    460 SHS SERVICENOW INC. 117,403 218,739
    2,225 SHS STARBUCKS CORP 188,154 169,968
    2,225 SHS STRYKER CORP 268,181 253,636
    3,600 SHS TRADE DESK INC. 68,908 150,804
    585 SHS THERMO FISHER SCIENTIFIC INC. 172,867 317,819
    945 SHS VISA INC. 88,205 186,061
    990 SHS WEX INC. 173,445 154,004
    1,515 SHS NXP SEMICONDUCTORS 180,838 224,265
    240 SHS ALIGN TECHNOLOGY 119,900 56,800
    465 SHS GENERAC HOLDINGS 134,655 97,920
    245 SHS NVIDIA 53,960 37,139

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    THE SAMUEL RUBIN FOUNDATION INC
     
    C/O LORING WOLCOTT & COOLIDGE
    EIN:
    13-6164671
    US Government Securities - End of Year Book Value:

    1,612,394
    US Government Securities - End of Year Fair Market Value:

    1,425,654
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2021 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 539,687 517,608
    CHARLES SCHWABB CMO AT COST 639,660 586,503
    CHARLES SCHWABB MUNICIPAL BOND AT COST 56,874 52,403

    TY 2021 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 1,240 191  
    COMPUTER SOFTWARE 7,000 7,000 0  


    TY 2021 LegalFeesSchedule
    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
    HURWIT & ASSOCIATES 1,392 0   1,392


    TY 2021 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 0 0


    TY 2021 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 526 132   394
    INSURANCE 3,095 774   2,321
    OFFICE EXPENSES 1,381 345   1,036
    REPRESENTATION 765 191   574
    TELEPHONE 1,034 259   775
    PAYROLL FEES 970 243   727
    SOFTWARE EXPENSE 4,781 1,195   3,586
    DUES 1,926 482   1,444
    FILING FEES 820 0   820
    MEALS 148 0   148


    TY 2021 OtherIncomeSchedule2
    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
    990PF TAX REFUND 6/30/2021 9,981   9,981
    2021 CREDIT O/P TAX 2022 2,600   2,600


    TY 2021 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 17,680 17,680   0
    LWC 60,054 60,054   0


    TY 2021 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 1,103 1,103   0
    PAYROLL TAX 6,478 324   6,154
    2021 EXCISE ESTIMATED TAX 2,600 0   0