2024-10-14T12:33:56-05:00 2024-05-31 042887211 KATZ NANNIS SOLOMON PC 800 SOUTH STREET SUITE 250 WALTHAM MA 024531480 990PF 2023-06-01 141852996 THE MARTHA AND MAX RUBINSTEIN FAMILY FOUNDATION (GROSSMAN OFFICE) MART 7817890936 405 WALTHAM STREET PMB 351 LEXINGTON MA 02421 L SETH STADFELD OFFICER 7817890936 2024-10-04 1 0 GARY WEINMAN CPA P01059267 7814538700 2023 2024-10-15 13:58:12Z X X 1463596 X X 33918 33918 64181 750799 64181 98099 98099 0 0 0 6416 4491 1925 4326 3893 433 17294 12106 5188 1676 1513 163 2768 1938 830 404 283 121 32884 24224 8660 61200 61200 94084 24224 69860 4015 73875 29972 25206 25206 2533 2534 2534 1017420 1026200 1435856 1049925 1053940 1463596 0 0 X 1049925 1053940 1049925 1053940 1049925 1053940 1049925 4015 0 1053940 0 1053940 PUBLICLY TRADED SECURITIES 2021-05-31 2024-05-31 214698 147181 67517 67517 PUBLICLY TRADED SECURITIES 2023-12-31 2024-05-31 536101 539437 -3336 -3336 64181 1027 0 1027 0 1027 1936 0 0 0 1936 0 909 909 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A THERESE BERGER 7817890936 405 WALTHAM STREET PMB 351 LEXINGTON MA 02421 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 L SETH STADFELD 46 MERCHANT AVENUE YARMOUTHPORT MA 02675 TRUSTEE 1.50 0 0 0 NONE 0 NONE 0 0 1378472 30138 0 1408610 0 0 1408610 21129 1387481 69374 69374 1027 1027 68347 0 68347 0 68347 69860 0 69860 68347 57232 0 0 69860 57232 0 0 12628 0 0 0 0 0 0 0 0 55719 0 0 0 X AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE PO BOX 4124 NEW YORK NY 10163 NONE PUBLIC CHARITY CULTURAL & SIMILAR ACTIVITIES 2500 CJP (ISRAEL EMERGENCY FUND) 126 HIGH STREET BOSTON MA 021102700 NONE RELIGIOUS CULTURAL & OTHER SIMILAR ACTIVITIES 2500 BAY TO SOUND NEIGHBORS PO BOX 1505 S DENNIS MA 02660 NONE PUBLIC CHARITY TO ASSIST THE ELDERLY 1000 CAPE SYMPHONY (FORMERLY CAPE CONSERVATORY) 1060 FALMOUTH RD A HYANNIS MA 02601 NONE PRIVATE CHARITY EDUCATIONAL 500 HEBREW COLLEGE 160 HERRICK RD NEWTON CENTRE MA 02459 NONE PUBLIC CHARITY EDUCATION 1500 HEBREW UNION COLLEGE 1 WEST 4TH STREET NEW YORK NY 10012 NONE PUBLIC CHARITY EDUCATION 1250 BOSTON UNIVERSITY MEDICAL CENTER ONE BOSTON MEDICAL CENTER PL BOSTON MA 02118 NONE PUBLIC CHARITY MEDICAL CARE 500 NATIONAL MULTIPLE SCLEROSIS SOCIETY 101A 1ST AVE STE 6 WALTHAM MA 02451 NONE PUBLIC CHARITY MEDICAL RESEARCH 2250 TEMPLE ALIYAH 1664 CENTRAL AVE NEEDHAM MA 02492 NONE RELIGIOUS FOR RELIGIOUS ENDEAVORS 4000 JEWISH COMMUNITY CRISIS RELIEF FUND 126 HIGH STREET BOSTON MA 02110 NONE PUBLIC CHARITY ASSISTANCE TO NEEDY FAMILIES 1000 BEVERLY HOSPITAL 85 HERRICK ST BEVERLY MA 01915 NONE HOSPITAL MEDICAL 1000 TEMPLE B'NAI ABRAHAM 200 E LOTHROP ST BEVERLY MA 01915 NONE RELIGIOUS FOR RELIGIOUS ENDEAVORS 6500 BOWDOIN COLLEGE 255 MAINE ST BRUNSWICK ME 04011 NONE EDUCATION EDUCATION 2000 AMERICAN FRIENDS OF HEBREW UNIVERSITY 199 WATER ST 11TH FLOOR NEW YORK NY 10038 NONE EDUCATION EDUCATION 2000 THE RASHI SCHOOL 8000 GREAT MEADOW RD DEDHAM MA 02026 NONE EDUCATION EDUCATION 2500 NORTH SHORE COMMUNITY COLLEGE 1 FERNCROFT RD DANVERS MA 01923 NONE EDUCATION EDUCATION 750 JEWISH COMMUNITY CENTER OF THE NORTH SHORE 4 COMMUNITY RD MARBLEHEAD MA 01945 NONE PUBLIC CHARITY CULTURAL & OTHER SIMILAR ACTIVITIES 1000 JEWISH FAMILY & CHILDREN'S SERVICE OF THE NORTH SHORE 1430 MAIN STREET WALTHAM MA 02451 NONE PUBLIC CHARITY CULTURAL & OTHER SIMILAR ACTIVITIES 750 JEWISH FAMILY & CHILDREN'S SERVICE - PARKINSON'S FAMILY SUPPORT 1430 MAIN STREET WALTHAM MA 02451 NONE PUBLIC CHARITY FAMILY SUPPORT 1000 JEWISH FAMILY & CHILDREN'S SERVICE - FRIENDLY VISITOR PROGRAM 1430 MAIN STREET WALTHAM MA 02451 NONE PUBLIC CHARITY VISITOR PROGRAM 500 JEWISH THEOLOGICAL SEMINARY 3080 BROADWAY NEW YORK NY 10027 NONE EDUCATION EDUCATION 1500 NORTH SUBURBAN JEWISH COMMUNITY CENTER 240 LYNNFIELD ST PEABODY MA 01960 NONE PUBLIC CHARITY CULTURAL AND OTHER SIMILAR ACTIVITIES 1200 CHABAD LUBAVITCH OF THE NORTH SHORE 44 BURRILL ST SWAMPSCOTT MA 01907 NONE RELIGIOUS TO PROMOTE RELIGIOUS ACTIVITY 500 MIT - ARTHUR H SCHEIN MEMORIAL FUND 77 MASSACHUSETTS AVE CAMBRIDGE MA 02139 NONE PUBLIC CHARITY CULTURAL & OTHER SIMILAR ACTIVITIES 1000 COLBY COLLEGE - GROSSMAN RESEARCH FUND 4000 MAYFLOWER HILL DR WATERVILLE ME 04901 NONE EDUCATION EDUCATION 1750 NEW ENGLAND HEBREW ACADEMY 9 PRESCOTT ST BROOKLINE MA 02446 NONE SCHOOL EDUCATION 2000 BIRTHRIGHT ISRAEL FOUNDATION 711 3RD AVE 10TH FLOOR NEW YORK NY 10017 NONE PRIVATE CHARITY CULTURAL & SIMILAR ACTIVITIES 500 MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH PO BOX 4777 NEW YORK NY 10163 NONE PUBLIC CHARITY MEDICAL RESEARCH 1000 COMMITTEE FOR ACCURACY IN MIDDLE EAST REPORTING IN AMERICA PO BOX 35040 BOSTON MA 02135 NONE PUBLIC CHARITY EDUCATIONAL 250 CAPE COD SYNAGOGUE 145 WINTER ST HYANNIS MA 02601 NONE RELIGIOUS FOR RELIGIOUS ENDEAVORS 3000 AMERICAN PARKINSON DISEASE ASSOC (MA CHAPTER) 72 E CONCORD ST BOSTON MA 02118 NONE PUBLIC CHARITY MEDICAL RESEARCH 2000 YAD CHESSED FUND 440 TOTTEN POND RD WALTHAM MA 02451 NONE RELIGIOUS FOR RELIGIOUS ENDEAVORS 1500 MAYYIM HAYYIM 838 WASHINGTON ST AUBURNDALE MA 02466 NONE RELIGIOUS EDUCATIONAL 1000 COMBINED JEWISH PHILANTHROPIES 126 HIGH STREET BOSTON MA 02110 NONE RELIGIOUS CULTURAL & OTHER SIMILAR ACTIVITIES 1500 AMERICAN MACULAR DEGENERATION FOUNDATION PO BOX 515 NORTHAMPTON MA 01061 NONE PUBLIC CHARITY MEDICAL RESEARCH 500 ALZHEIMER'S ASSOCIATION 309 WAVERLY OAKS RD WALTHAM MA 02452 NONE PUBLIC CHARITY MEDICAL 500 EPILEPSY FOUNDATION POST ROAD PLAZA MARLBOROUGH MA 01752 NONE PUBLIC CHARITY MEDICAL 500 HEBREW SENIOR LIFE 29 NEWBRIDGE WAY DEDHAM MA 02026 NONE PUBLIC CHARITY ELDER CARE 500 KESHET 284 AMORY ST BOSTON MA 02130 NONE PRIVATE CHARITY RELIGIOUS, EDUCATIONAL, ETC 1000 PARKINSON'S SUPPORT NETWORK OF CAPE COD 72 E CONCORD ST BOSTON MA 02118 NONE PUBLIC CHARITY MEDICAL RESEARCH 2000 THE ABRAHAM INITIATIVES 1460 BROADWAY NEW YORK NY 10036 NONE PUBLIC CHARITY EDUCATION 1000 CROHN'S & COLITIS FOUNDATION 72 RIVER PARK ST 202 NEEDHAM MA 02494 NONE PUBLIC CHARITY MEDICAL RESEARCH 500 AMERICAN CANCER SOCIETY - ASTRAZENECA HOPE LODGE 38 CHAUNCY ST STE 700 BOSTON MA 02111 NONE PUBLIC CHARITY MEDICAL RESEARCH 500 ELLIE FUND FOR BREAST CANCER 200 RESERVOIR ST NEEDHAM MA 02494 NONE PUBLIC CHARITY BREAST CANCER SUPPORT 500 61200 0 14 33918 18 64181 0 98099 0 98099 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 4326 3893 433 NORTHWESTERN MUTUAL LIFE AT COST 1026200 1435856 OFFICE EXPENSE 129 90 39 TELEPHONE 244 171 73 MISCELLANEOUS EXPENSE 31 22 9 MANAGEMENT FEES 13294 9306 3988 TRUSTEE FEES 4000 2800 1200 COMM. OF MASS. - FILING FEE 35 35 0 PAYROLL TAXES 543 380 163 FOREIGN TAX WITHHELD 1098 1098 0