2024-05-29T13:51:29-05:00 2023-12-31 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990PF 2023-01-01 046087371 LAWRENCE J AND ANNE RUBENSTEIN CHARITABLE FOUNDATION C/O RIDGEWAY PTRS LAWR 6172798052 10 POST OFFICE SQ 960 BOSTON MA 02109 ANDREW M CABLE TRUSTEE 6172798052 2024-05-28 1 ANDREW CABLE XXX-XX-XXXX 1 JOYCE RIPIANZI CPA P00548581 5083669100 2024-05-28 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 24658582 X X 438495 438495 234206 8144330 234206 672701 672701 0 0 0 34953 0 34953 6175 0 6175 162434 102434 60000 10630 0 0 1284 226 1058 215476 102660 102186 1120500 1120500 1335976 102660 1222686 -663275 570041 942340 218379 218379 3398672 2594163 2594163 12763611 15056892 15056892 1405098 2568412 2568412 3725249 4220736 4220736 22234970 24658582 24658582 0 0 X 22234970 24658582 22234970 24658582 22234970 24658582 22234970 -663275 3086887 24658582 0 24658582 PUBLICLY TRADED SECURITIES P 8120290 7910124 210166 210166 CAPITAL GAINS DIVIDENDS P 24040 24040 24040 234206 7924 0 7924 0 7924 12050 0 0 0 12050 0 4126 4126 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 1 1 N/A CIBC PRIVATE WEALTH MANAGEMENT 6173579600 100 FEDERAL STREET 37TH FLOOR BOSTON MA 02109 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DR JOYCELLEN Y AURITT C/O RIDGEWAY PTRS LLC 10 POST OFFICE SQUARE SUITE 960 BOSTON MA 02109 TRUSTEE 1.00 0 0 0 ANDREW M CABLE C/O RIDGEWAY PTRS LLC 10 POST OFFICE SQUARE SUITE 960 BOSTON MA 02019 TRUSTEE 1.00 0 0 0 EMMA PERLMUTTER C/O RIDGEWAY PTRS LLC 10 POST OFFICE SQUARE SUITE 960 BOSTON MA 02019 TRUSTEE 1.00 0 0 0 NONE 0 CIBC PRIVATE WEALTH MANAGEMENT 100 FEDERAL STREET 37TH FLOOR BOSTON MA 02110 INVESTMENT SERVICES 102434 RIDGEWAY PARTNERS LLC 10 POST OFFICE SQUARE SUITE 960 BOSTON MA 02109 CHARITABLE PLANNING 60000 0 0 22587771 918482 0 23506253 0 0 23506253 352594 23153659 1157683 1157683 7924 7924 1149759 0 1149759 0 1149759 1222686 0 1222686 1149759 1179896 0 0 1222686 1179896 0 0 42790 0 0 0 0 0 0 0 0 1106969 0 0 0 SUSAN W HUNNEWELL RIDGEWAY PARTNERS 10 POST OFFICE SQUARE BOSTON MA 02109 6172798052 SUSAN.HUNNEWELL@RIDGEWAYPARTNERS.US GUIDELINES AND AN APPLICATION WITH INSTRUCTIONS ARE PROVIDED AFTER AN INITIAL INQUIRY. THERE ARE NO FIRM DEADLINES. GEOGRAPHIC CONCENTRATIONS ARE GENERALLY THE GREATER BOSTON AREA AND A SMALL CONSIDERATION OF PHILADELPHIA, PA. 2LIFE COMMUNITIES INC 30 WALLINGFORD RD BRIGHTON MA 02135 NONE PC SPECIALIZED SENIOR FALL PREVENTION 35000 AGASSIZ VILLAGE 238 BEDFORD ST LEXINGTON MA 02420 NONE PC SUMMER CAMPERSHIPS 30000 AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE 220 E 42ND ST 400 NEW YORK NY 10017 NONE PC UKRAINE OPERATIONS 30000 ANTI-DEFAMATION LEAGUE 40 COURT ST BOSTON MA 02108 NONE PC GENERAL OPERATING SUPPORT 25000 BOSTON CHILDREN'S CHORUS 20 OLD COLONY AVE BOSTON MA 02127 NONE PC GENERAL OPERATING SUPPORT 15000 BOSTON JEWISH FILM INC 1001 WATERTOWN ST WEST NEWTON MA 02465 NONE PC FILM FESTIVAL GENERAL SUPPORT 12500 CAMBRIDGE CAMPING ASSOCIATION 99 BISHOP ALLEN DRIVE CAMBRIDGE MA 02139 NONE PC SUMMER CAMPERSHIPS 30000 CAMP SUNSHINE AT SEBAGO LAKE INC 35 ACADIA ROAD CASCO ME 04015 NONE PC FAMILY CAMPERSHIPS 25000 CHILDREN'S LITERARY INITIATIVE 990 SPRING GARDEN ST PHILADELPHIA PA 19123 NONE PC TEMPLE UNIV JOINT PROGRAM-LITERACY 8000 CHILDREN'S VILLAGE 125 NO 8TH STREET PHILADELPHIA PA 19106 NONE PC EMERGENT EARLY LITERACY PRACTICES IN TODDLERS 15000 COMBINED JEWISH PHILANTHROPIES 126 HIGH ST BOSTON MA 02110 NONE PC RESERVE FOR MULTIPLE INCOMPLETE PROGRAMS 215000 COMMUNITY SERVINGS INC 179 AMORY STREET JAMAICA PLAIN MA 02130 NONE PC MEDICALLY SPECIFIED MEALS 30000 DOCTORS WITHOUT BORDERS USA INC 40 RECTOR ST NEW YORK NY 10006 NONE PC PALESTINIAN EFFORTS 30000 FOUNDATION TO COMBAT ANTI-SEMITISM INC 75 WASHINGTON ST FOXBOROUGH MA 02035 NONE PC STAND UP TO JEWISH HATE PROGRAM 20000 FRIENDS OF BOSTON'S HOMELESS 12 WISE ST BOSTON MA 02130 NONE PC START-UP FUND FOR HOMELESS CITIZENS 35000 GREATER BOSTON FOOD BANK 70 SOUTH BAY AVE BOSTON MA 02118 NONE PC FOOD PROGRAMS FOR SENIORS 25000 HEBREW SENIOR LIFE 1200 CENTRE ST BOSTON MA 02131 NONE PC IMPROVING OUTCOME IN HOME AND COMMUNITY PILOT PROGRAM 50000 HILLEL AT TUFTS UNIVERSITY 220 PACKARD AVE MEDFORD MA 02155 NONE PC OUTREACH PROGRAMS 15000 INITIATIVE FOR A COMPETITIVE INNER CITY PO BOX 191297 ROXBURY MA 02119 NONE PC INNER CITY CAPITAL CONNECTIONS 15000 JEWISH BIG BROTHER BIG SISTER PROGRAM 333 NAHANTON ST NEWTON MA 02459 NONE PC CHILDREN'S COMMUNITY PROGRAM 25000 JEWISH COMMUNITY CENTER OF GREATER BOSTON 333 NAHANTON ST NEWTON MA 02459 NONE PC SUMMER CAMPERSHIPS -- INCLUSION PROGRAMMING 25000 JEWISH FAMILY AND CHILDREN'S SERVICE 1430 MAIN ST WALTHAM MA 02451 NONE PC FAMILY TABLE FOOD PANTRY 40000 JUMPSTART 308 CONGRESS ST BOSTON MA 02210 NONE PC BOSTON AREA LITERACY PROGRAMS 30000 LITERATIONS 1 FEDERAL ST BOSTON MA 02110 NONE PC SUSTAINED LITERACY TUTORING PROGRAMS 30000 NEWTON COMMUNITY DEVELOP FDN 425 WATERTOWN ST NEWTON MA 02458 NONE PC SENIOR FITNESS PROGRAMS 17500 NURTURY INC 2201 WASHINGTON ST BOSTON MA 02119 NONE PC CONTINUED EXPANSION OF FAMILY CHILD CARE INCUBATOR 35000 PHILABUNDANCE 3616 SO GALLOWAY ST PHILADELPHIA PA 19148 NONE PC GENERAL OPERATING SUPPORT -- FOOD PANTRIES 20000 PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 1055 COMMONWEALTH AVE BOSTON MA 02215 NONE PC GENERAL OPERATING SUPPORT 20000 PLANNED PARENTHOOD SOUTHEASTERN PENNSYLVANIA 1144 LOCUST ST PHILADELPHIA PA 19107 NONE PC EDUCATION PROGRAMS 20000 PROJECT BREAD 145 BORDER STREET BOSTON MA 02128 NONE PC GENERAL OPERATING SUPPORT 30000 RAW ART WORK 37 CENTRAL SQUARE LYNN MA 01901 NONE PC ELEMENTARY AND MIDDLE SCHOOL YOUTH PROGRAMS 20000 RAISING A READER 3 SCHOOL ST BOSTON MA 02108 NONE PC GENERAL OPERATING SUPPORT - LITERACY 25000 ROSIE'S PLACE 889 HARRISON AVE BOSTON MA 02118 NONE PC GENERAL OPERATING SUPPORT 30000 SAVE THE HARBORSAVE THE BAY 212 NORTHERN AVE BOSTON MA 02210 NONE PC ENVIRONMENTAL EDUCATION PROGRAMS 10000 SCIENCE FROM SCIENTISTS 1 DEANGELO DR BEDFORD MA 01739 NONE PC DURING-SCHOOL STEM PROGRAMS IN BOSTON SCHOOLS 27500 UNION COLLEGE FBO HILLEL 807 UNION ST SCHENECTADY NY 12308 NONE PC GENERAL OPERATING SUPPORT 5000 WOMEN'S LUNCH PLACE PO BOX 170900 BOSTON MA 02117 NONE PC HEALTHY MEALS SUPPORT 35000 REACH OUT AND READ 89 SOUTH STREET BOSTON MA 02111 NONE PC BOSTON RX FOR SUCCESS - LITERACY 15000 1120500 0 14 438495 18 234206 0 672701 0 672701 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 6175 0 6175 CORPORATE BONDS 2568412 2568412 CORPORATE STOCK 15056892 15056892 2594163 2594163 0 0 EQUITY MUTUAL FUNDS FMV 3387093 3387093 EQUITY EXCHANGE TRADED FUNDS FMV 263107 263107 ALTERNATIVE INVESTMENTS FMV 570536 570536 LEGAL FEES 34953 0 34953 STATE FILING FEES 125 0 125 FOREIGN CONVERSION FEES 226 226 0 MISCELLANEOUS EXPENSES 933 0 933 UNREALIZED GAIN 3086887 INVESTMENT ADVISOR FEES 102434 102434 0 CHARITABLE PLANNING 60000 0 60000 EXCISE TAX 10630 0 0