2024-11-15T16:07:03-06:00 2023-12-31 620428728 REYNOLDS BONE & GRIESBECK PLC 5100 WHEELIS DRIVE SUITE 300 MEMPHIS TN 381174568 990PF 2023-01-01 260369836 WALTER AND LUCILLE RUBIN FOUNDATION INC WALT 6467899980 1133 14TH STREET NW APT 908 WASHINGTON DC 20005 RONALD RUBIN DIRECTOR 6467899980 2024-11-14 1 1 PAUL B BERRYHILL P00869671 9016822431 2024-11-13 2023 2024-10-15 13:58:12Z X 8794698 X X 2394 2394 92561 92561 231342 231342 79327 52969 52969 52969 379266 379266 0 0 0 1105800 331740 0 1010 1010 0 10489 10489 0 30218 30218 0 41680 41680 738 738 0 67564 67564 0 1257499 483439 0 520208 520208 1777707 483439 520208 -1398441 0 154669 243460 243460 1924750 310342 310342 5782807 6833804 6833804 2017571 610479 1448772 1407092 1407092 9310998 8794698 8794698 0 0 X 0 0 0 0 9310998 8794698 9310998 8794698 9310998 8794698 9310998 -1398441 914356 8826913 32215 8794698 CAPITAL GAINS DIVIDENDS P 52969 52969 52969 52969 0 0 0 0 0 4927 0 5000 0 9927 0 9927 9927 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A RONALD RUBIN 6467899980 1133 14TH STREET NW APT 908 WASHINGTON DC 20005 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RONALD RUBIN 1133 14TH STREET NW APT 908 WASHINGTON DC 20005 DIRECTOR 4.00 0 0 0 DARRELL HORN 999 SOUTH SHADY GROVE ROAD SUITE 105 MEMPHIS TN 38120 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 6299205 1062746 1407092 8769043 0 0 8769043 131536 8637507 431875 431875 0 431875 0 431875 0 431875 520208 0 520208 431875 508911 0 0 520208 508911 0 0 11297 0 0 0 0 0 0 0 0 420578 0 0 0 X ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVE FLOOR 17 CHICAGO IL 60601 CASH TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE 62296 AMERICAN CANCER SOCIETY 3380 CHASTAIN MEADOWS PKWY NW KENNESAW GA 30144 CASH TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE 37388 AMERICAN FRIENDS OF THE ISRAEL MUSEUM 750 N SAN VICENTE BLVD STE 800 WEST WEST HOLLYWOOD CA 90069 CASH TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE 6240 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVE DALLAS TX 75231 CASH TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE 62296 ANTI-DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 10158 CASH TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE 37388 ARTHRITIS FOUNDATION 1355 PEACHTREE ST NE 6TH SUITE ATLANTA GA 30309 CASH TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE 37388 HUMANE SOCIETY OF THE UNITED STATES 1255 23RD ST NW SUITE 450 WASHINGTON DC 20037 CASH TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE 6240 JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY FLORIDA 9901 DONNA KLEIN BLVD BOCA RATON FL 33428 CASH TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE 62296 JOHNS HOPKINS - JAMES BUCHANAN BRADY UROLOGICAL INSTITUTE 600 N WOLFE ST BALTIMORE MD 21287 CASH TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE 62296 MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT ST BOSTON MA 02114 CASH TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE 61296 NORTON MUSEUM OF ART 1450 S DIXIE HIGHWAY WEST PALM BEACH FL 33401 CASH TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE 6240 THE JEWISH MUSEUM 1109 5TH AVE E 92ND ST NEW YORK NY 10128 CASH TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE 1000 THE MAYO CLINIC 200 FIRST ST SW ROCHESTER MN 55905 CASH TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE 31148 THE RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS 701 OKEECHOBEE BLVD WEST PALM BEACH FL 33401 CASH TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE 31148 TRUST BRIDGE HOSPICE FOUNDATION 5300 EAST AVE WEST PALM BEACH FL 33407 CASH TO FURTHER THE CHARITABLE PURPOSE OF THE DONEE 15548 520208 0 2394 92561 531120 79327 52969 79327 0 147924 227251 3 RELATED FUNCTION INCOME 4 RELATED FUNCTION INCOME 5 RELATED FUNCTION INCOME 8 RELATED FUNCTION INCOME 0 0 0 0 0 0 0 0 0 0 THE FOUNDATION ELECTS, PURSUANT TO IRC SECTION 53.4942(A)-3(D)(2), TO TREAT TAX YEAR 2023 QUALIFIED DISTRIBUTIONS IN EXCESS OF THE UNDISTRIBUTED INCOME OF THE IMMEDIATELY PRECEEDING TAX YEAR (2022) AS QUALIFIED DISTRIBUTIONS OUT OF UNDISTRIBUTED INCOME FOR TAX YEAR 2021, IF ANY EXISTS. WLR GREEN SKY, LLC - LAND 2009-01-01 244816 L 0 0 WLR GREEN SKY, LLC - BUILDING 2009-01-01 979262 350480 SL 39.000000000000 25109 25109 WLR GREEN SKY, LLC - BUILDING IMPROVEMENT 2017-11-14 57333 7534 SL 39.000000000000 1470 1470 WLR MORRISTOWN, LLC - LAND 2009-01-01 147232 L 0 0 WLR MORRISTOWN, LLC - BUILDING 2009-01-01 588928 210785 SL 39.000000000000 15101 15101 EXPLANATION OF INCREASED PROFESSIONAL FEE EXPENSES FORM 990-PF, PART I, LINE 16A THE FOUNDATION INCURRED SIGNIFICANT PROFESSIONAL FEES DURING ITS 2023 TAX YEAR. DUE TO THE AMOUNT OF PROFESSIONAL FEES BEING REPORTED COMPARED TO PRIOR YEARS, THE FOUNDATION IS PROVIDING AN EXPLANATION AS TO THE UNDERLYING REASON FOR THE FEES.THE FOUNDATION IS SET TO RECEIVE A VERY LARGE CHARITABLE BEQUEST FROM THE ESTATE OF ONE OF ITS FOUNDERS. HOWEVER, THE FOUNDER'S WILL WAS CONTESTED IN COURT. AS PART OF THESE LEGAL PROCEEDINGS, THE FOUNDATION WAS ALSO SUED. THE PROFESSIONAL FEES SHOWN ON FORM 990-PF WERE INCURRED AS A RESULT OF THE FOUNDATION MOUNTING ITS LEGAL DEFENSE TO PROTECT THE CHARITABLE BEQUEST OWED TO IT. INVESTMENTS - VARIOUS 6833804 6833804 WLR GREEN SKY, LLC - LAND 244816 0 244816 WLR GREEN SKY, LLC - BUILDING 979262 375589 603673 WLR GREEN SKY, LLC - BUILDING IMPROVEMENT 57333 9004 48329 WLR MORRISTOWN, LLC - LAND 147232 0 147232 WLR MORRISTOWN, LLC - BUILDING 588928 225886 363042 LEGAL & PROFESSIONAL FEES 1105800 331740 0 RE ADJUSTMENT RELATED TO CONSOLIDATING REAL ESTATE LLC'S 32215 BANK CHARGES 30 30 0 BROKERAGE FEES -346 -346 0 UTILITIES 3986 3986 0 REPAIRS/MAINTENANCE 28538 28538 0 INSURANCE 7730 7730 0 PROPERTY MANAGEMENT FEES 26315 26315 0 MISCELLANEOUS EXPENSE 1311 1311 0 UNREALIZED INVESTMENT GAINS/LOSSES 914356 PROFESSIONAL FEES 1010 1010 0 REAL ESTATE TAXES 30218 30218 0