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 09-01-2021 , and ending 08-31-2022
Name of foundation
DUBOW FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 57759
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
JACKSONVILLE, FL322417759
A Employer identification number

59-2981682
B Telephone number (see instructions)

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$25,986,250J 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 167,633 167,633  
4 Dividends and interest from securities... 431,797 431,797  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 600,889
b Gross sales price for all assets on line 6a 7,349,490
7 Capital gain net income (from Part IV, line 2)... 664,693
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 12,963 12,963  
12 Total. Add lines 1 through 11........ 1,213,282 1,277,086  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 151 106   45
b Accounting fees (attach schedule)....... Click to see attachment 25,546 8,515   17,031
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 24,132 2,132   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 101,816 94,447   7,369
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 151,645 105,200   24,445
25 Contributions, gifts, grants paid....... 1,923,486 1,923,486
26 Total expenses and disbursements. Add lines 24 and 25 2,075,131 105,200   1,947,931
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -861,849
b Net investment income (if negative, enter -0-) 1,171,886
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.............      
2 Savings and temporary cash investments......... 2,104,317 907,394 907,394
3 Accounts receivable bullet1,975
Less: allowance for doubtful accounts bullet   68,742 1,975 1,975
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..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 13,990,447 Click to see attachment13,729,886 19,138,849
c Investments—corporate bonds (attach schedule)....... 5,916,805 Click to see attachment5,792,757 5,217,111
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 25,000 Click to see attachment811,450 720,921
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 22,105,311 21,243,462 25,986,250
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 22,105,311 21,243,462
29 Total net assets or fund balances (see instructions)..... 22,105,311 21,243,462
30 Total liabilities and net assets/fund balances (see instructions). 22,105,311 21,243,462
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
22,105,311
2
Enter amount from Part I, line 27a .....................
2
-861,849
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
21,243,462
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
21,243,462
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 EAST SIDE CAPITAL     2021-12-31
b PUBLICLY TRADED SECURITIES      
c
d
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 415,261   416,821 -1,560
b 6,934,229   6,267,976 666,253
c
d
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       -1,560
b       666,253
c
d
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 2 664,693
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 16,289
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 16,289
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 48,341
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 58,341
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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 42,052
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet42,052 RefundedBullet 11 0
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)
    bulletFL
    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 addressbulletN/A
    14
    The books are in care ofbulletMICHAEL DUBOW Telephone no.bullet (904) 470-6015

    Located atbullet245 RIVERSIDE AVE STE 420JACKSONVILLEFL ZIP+4bullet32202
    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)
     
    No
    (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
     
     
    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
    LAWRENCE J DUBOW PRES-TRUSTEE
    1.00     		0 0 0
    6730 EPPING FOREST WAY N 110
    JACKSONVILLE,FL32217
    SUSAN E DUBOW V. PRES-TRUSTEE
    0.00     		0 0 0
    2805 BEAUCLERC ROAD
    JACKSONVILLE,FL32257
    HELEN A DUBOW V PRES-EX ADMIN
    0.00     		0 0 0
    6750 EPPING FOREST WAY N 112
    JACKSONVILLE,FL32217
    MICHAEL DUBOW V. PRES-TRUSTEE
    1.00     		0 0 0
    6750 EPPING FOREST WAY N 112
    JACKSONVILLE,FL32217
    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 N/A 0
    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 N/A 0
    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
    27,244,826
    b
    Average of monthly cash balances.......................
    1b
    1,169,629
    c
    Fair market value of all other assets (see instructions)................
    1c
    48,553
    d
    Total (add lines 1a, b, and c).........................
    1d
    28,463,008
    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
    28,463,008
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    426,945
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    28,036,063
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,401,803
    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
    1,401,803
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    16,289
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    16,289
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,385,514
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,385,514
    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
    1,385,514
    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 1,385,514
    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...... 458,550
    b From 2017...... 581,810
    c From 2018...... 528,786
    d From 2019...... 681,061
    e From 2020...... 272,650
    f Total of lines 3a through e ........ 2,522,857
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,947,931
    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..... 1,385,514
    e Remaining amount distributed out of corpus 562,417
    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 3,085,274
    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) ...     		458,550
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		2,626,724
    10 Analysis of line 9:
    a Excess from 2017.... 581,810
    b Excess from 2018.... 528,786
    c Excess from 2019.... 681,061
    d Excess from 2020.... 272,650
    e Excess from 2021.... 562,417
    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).)
    LAWRENCE J DUBOW
    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
    ACKERMAN CANCER CENTER
    10881 SAN JOSE BLVD
    JACKSONVIILE,FL32223     		N/A PC CANCER CARE AND SUPPORT SERVICES 187
    AMERICAN CANCER SOCIETY
    1430 PRUDENTIAL DRIVE
    JACKSONVILLE,FL32207     		N/A PC HEALTH SERVICES 6,055
    AMERICAN ISRAEL EDUCATION FOUNDATION
    251 H STREET NW
    WASHINGTON,DC20001     		N/A PC MIDDLE EAST EDUCATION PROGRAMS 25,000
    ASSOCIATION OF FUNDRAISING PROFESSIONALS
    PO BOX 43024
    JACKSONVILLE,FL322023024     		N/A PC COMMUNITY SERVICE 1,000
    BAPTIST HEALTH FOUNDATION
    841 PRUDENTIAL DRIVE SUITE 1300
    JACKSONVIILE,FL32207     		N/A PC HEALTH SERVICES 10,189
    BAPTIST MD ANDERSON CANCER CENTER
    1301 PALM AVENUE
    JACKSONVIILE,FL32207     		N/A PC CANCER SERVICES AND SUPPORT 50,000
    CENTER FOR CENTRAL AMERICAN EMPOWERMENT
    7204 HANSON DRIVE S
    JACKSONVILLE,FL32210     		N/A PC CENTRAL AMERICAN CAUSES 35,000
    CHILDREN'S HOME SOCIETY OF FL
    P O BOX 5616
    JACKSONVILLE,FL322475616     		N/A PC CHILDREN'S SERVICES 1,060
    CITY YEAR INC
    287 COLUMBUS AVENUE
    BOSTON,MA02116     		N/A PC EDUCATION 37,500
    CLARKE SCHOOLS FOR HEARING AND SPEECH
    9803 OLD ST AUGUSTINE RD 7
    JACKSONVILLE,FL32257     		N/A PC PROVIDE LANGUAGE AND LISTENING SKILLS FOR CHILDREN WHO ARE DEAF OR HARD OF HEARING 5,000
    COMMUNITIES IN SCHOOLS
    6261 DUPONT STATION COURT EAST
    JACKSONVILLE,FL32217     		N/A PC EDUCATION 64,605
    COMMUNITY HOSPICE OF NE FL
    4266 SUNBEAM ROAD
    JACKSONVILLE,FL32257     		N/A PC MEDICAL SERVICES 15,860
    CUMMER MUSEUM OF ART
    829 RIVERSIDE AVE
    JACKSONVILLE,FL32204     		N/A PC PRESERVATION OF THE ARTS 35,000
    DOWN SYNDROME ASSOC OF JACKSONVILLE
    8011 PHILIPS HIGHWAY STE 7
    JACKSONVILLE,FL32256     		N/A PC HEALTH SERVICES 6,500
    FIRST COAST CULTURAL CENTER
    3972 THIRD STREET SOUTH
    JACKSONVILLE BEACH,FL32250     		N/A PC BRING ARTS INTO THE LIFE OF THE COMMUNITY 15,000
    FIRST COAST NO MORE HOMELESS PETS
    464 CASSAT AVENUE
    JACKSONVILLE,FL32254     		N/A PC VETERINARY CARE 10,000
    GABRIEL HOUSE OF CARE
    4599 WORRAL WAY
    JACKSONVILLE,FL32224     		N/A PC PROVIDE LODGING AND SUPPORT FOR CANCER AND TRANSPLANT PATIENTS AND CAREGIVERS 4,000
    GENERATION W
    2320 3RD STREET SOUTH STE 5
    JACKSONVILLE BEACH,FL32250     		N/A PC CHILDREN 15,000
    GREAT RESCUE OF NE FL
    P O BOX 600878
    JACKSONVIILE,FL322600878     		N/A PC RESCUE, REHABILITATE AND RE-HOME GOLDEN RETRIEVERS 5,000
    GUARDIAN CATHOLIC SCHOOL
    4920 BRENTWOOD AVENUE
    JACKSONVIILE,FL32206     		N/A PC EDUCATION 1,000
    HADASSAH
    40 WALL STREET
    NEW YORK,NY10005     		N/A PC JEWISH CAUSES 1,000
    HEARTS 4 MINDS
    731 DUVAL STATION ROAD STE 107-24
    JACKSONVILLE,FL32218     		N/A PC SUPPORT AND CARE FOR MENTAL HEALTH 500
    HOPE HAVEN CHILDREN'S CLINIC
    4600 BEACH BLVD
    JACKSONVILLE,FL32207     		N/A PC CHILDREN'S SERVICES 10,000
    JACKSONVILLE HUMANE SOCIETY
    8464 BEACH BLVD
    JACKSONVILLE,FL32216     		N/A PC ANIMAL SERVICES 2,288
    JACKSONVILLE JEWISH CENTER
    3662 CROWN POINT ROAD
    JACKSONVILLE,FL32257     		N/A PC RELIGIOUS 362,030
    JACKSONVILLE PUBLIC EDUCATION FUND
    40 EAST ADAMS STREET SUITE 110
    JACKSONVILLE,FL32202     		N/A PC EDUCATION 25,000
    JACKSONVILLE SPORTS MEDICINE PROGRAM
    3563 PHILIPS HWY BLDG E SUITE 502
    JACKSONVILLE,FL32207     		N/A PC HEALTH 2,500
    JACKSONVILLE SYMPHONY ASSOCIATION
    300 WEST WATER STREET STE 200
    JACKSONVILLE,FL32202     		N/A PC SUPPORT OF THE ARTS 98,260
    JASMYN
    P O BOX 380103
    JACKSONVILLE,FL32205     		N/A PC HEALTH 50,000
    JEWISH COMMUNITY ALLIANCE
    8505 SAN JOSE BLVD
    JACKSONVILLE,FL32217     		N/A PC COMMUNITY CENTER 2,500
    JEWISH FAMILY & COMM SERV
    8540 BAYCENTER ROAD
    JACKSONVILLE,FL32256     		N/A PC COMMUNITY SERVICE 76,180
    JEWISH FEDERATION AND FOUNDATION OF NORTHEAST FLORIDA
    8505 SAN JOSE BLVD
    JACKSONVILLE,FL32217     		N/A PC JEWISH CAUSES 175,000
    JIM AND TABITHA FURYK FOUNDATION
    5716 ST AUGUSTINE ROAD
    JACKSONVILLE,FL32207     		N/A PF COMMUNITY SERVICES 15,250
    JOHN E FORD SCHOOL
    1137 CLEVELAND ST
    JACKSONVIILE,FL32209     		N/A PC EDUCATION 1,452
    JUNIOR ACHIEVEMENT OF NORTH FLORIDA
    4049 WOODCOCK DR 200
    JACKSONVILLE,FL32207     		N/A PC CHILDREN'S SERVICES 2,500
    JUVENILE DIABETES RESEARCH FOUNDATION NORTH FLORIDA CHAPTER
    1850 LEE ROAD SUITE 132
    WINTER PARK,FL32789     		N/A PC HEALTH 5,000
    LEADERSHIP JACKSONVILLE
    40 EAST ADAMS STREET SUITE 230
    JACKSONVILLE,FL32202     		N/A PC COMMUNITY SERVICE 1,500
    LEVEL THE PLAYING FIELD LEADERSHIP ACADEMY
    13245 ATLANTIC BLVD 4252
    JACKSONVILLE,FL32225     		N/A PC MENTORING YOUNG MALE ATHLETES OF COLOR 10,000
    MALIVAI WASHINGTON YOUTH FNDTN
    1055 W 6TH STREET
    JACKSONVILLE,FL32209     		N/A PC CHILDREN'S SERVICES 57,500
    MAYO CLINIC
    4500 SAN PABLO ROAD S
    JACKSONVILLE,FL32224     		N/A PC HEALTH 30,000
    METROPOLITAN OPERA ASSOCIATION INC
    30 LINCOLN CENTER
    NEW YORK,NY10023     		N/A PC SUPPORT OF THE ARTS 25,000
    MUSEUM OF SCIENCE & HISTORY
    1025 MUSEUM CIRCLE
    JACKSONVILLE,FL32207     		N/A PC COMMUNITY SERVICES 52,500
    NATIONAL COUNCIL OF JEWISH WOMEN
    P O BOX 298
    ALLENWOOD,NJ087200298     		N/A PC IMPROVING THE QUALITY OF LIFE FOR WOMEN, CHILDREN AND FAMILIES 250
    NEMOURS FUND FOR CHILDREN'S HEALTH
    10140 CENTURION PARKWAY N
    JACKSONVILLE,FL32256     		N/A PC CHILDREN'S HEALTH 16,667
    NONPROFIT CENTER OF NE FL
    40 EAST ADAMS STREET SUITE 100
    JACKSONVILLE,FL32202     		N/A PC EDUCATION AND SUPPORT FOR THE NONPROFIT SECTOR 32,500
    NORTH FLORIDA SCHOOL
    223 MILL CREEK ROAD
    JACKSONVILLE,FL32211     		N/A PC EDUCATION 16,500
    ONEJAX
    1 UNF DR BLDG 53 SUITE 2750
    JACKSONVILLE,FL32224     		N/A PC RELIGIOUS 3,000
    OPERATION NEW HOPE
    1830 N MAIN STREET
    JACKSONVILLE,FL32206     		N/A PC SUPPORT FOR PEOPLE AFFECTED BY THE CRIMINAL JUSTICE SYSTEM 25,000
    PARK AVENUE SYNAGOGUE
    50 EAST 87TH STREET
    NEW YORK,NY10128     		N/A PC RELIGIOUS 551
    READ USA INC
    1001 MAYPORT ROAD 331067
    ATLANTIC BEACH,FL32233     		N/A PC MULTICULTURAL LITERACY PROGRAMMING AND DEVELOPMENT 10,000
    RETHREADED
    820 BARNETT STREET
    JACKSONVILLE,FL32209     		N/A PC COMMUNITY SERVICES 2,000
    RIVER GARDEN
    11401 OLD ST AUGUSTINE RD
    JACKSONVILLE,FL32258     		N/A PC COMMUNITY SERVICE 15,330
    ST JUDE CHILDREN'S RESEARCH HOSPITALALSAC
    262 DANNY THOMAS PLACE
    MEMPHIS,TN38105     		N/A PC CANCER CURE AND PREVENTION 6,356
    ST VINCENT'S FOUNDATION
    1 SHIRCLIFF WAY 2ND FLOOR
    JACKSONVILLE,FL32204     		N/A PC HEALTH 1,500
    TEACH FOR AMERICA
    40 E ADAMS STREET SUITE 110
    JACKSONVIILE,FL32202     		N/A PC EDUCATION 33,333
    THE ARC JACKSONVILLE
    1050 NORTH DAVIS STREET
    JACKSONVILLE,FL32209     		N/A PC COMMUNITY SERVICE / EDUCATION 10,000
    THE JEWISH THEOLOGICAL SEMINARY
    3080 BROADWAY
    NEW YORK,NY10027     		N/A PC JEWISH EDUCATION AND TRAINING 12,500
    THE OREN MARGOL FOUNDATION
    8777 SAN JOSE BLVD SUITE 901
    JACKSONVILLE,FL32217     		N/A PC COMMUNITY SERVICES 5,000
    THE TRIBUTARY
    40 E ADAMS ST SUITE 141
    JACKSONVIILE,FL32202     		N/A PC NONPARTISAN NEWSROOM THAT INVESTIGATES AND STRENGTHENS LOCAL COVERAGE OF CRITICAL ISSUES 2,500
    THEATRE JACKSONVILLE
    2032 SAN MARCO BLVD
    JACKSONVILLE,FL32207     		N/A PC CULTURAL UNDERSTANDING THROUGH THE ARTS 25,000
    THEATREWORKS
    630 MAY STREET
    JACKSONVILLE,FL32204     		N/A PC SUPPORT OF THE ARTS 3,000
    TOM COUGHLIN JAY FUND FNDTN
    P O BOX 50798
    JACKSONVILLE,FL32240     		N/A PC CHILDREN'S SERVICES 25,500
    UNF FOUNDATION INC
    1 UNF DRIVE ALUMNI HALL BLDG 58E
    SUITE 2309
    JACKSONVILLE,FL32224     		N/A PC EDUCATIONAL 30,000
    UNF LGBTQ CENTER
    1 UNF DR BLDG 58E ROOM 1111
    JACKSONVIILE,FL32224     		N/A PC AVOCACY, EQUALITY, COMMUNITY AND SUPPORT FOR THE LGBTQ COMMUNITY 2,925
    UNITED STATES HOLOCAUST MEMORIAL MUSEUM
    100 RAOUL WALLENBERG PLACE SW
    WASHINGTON,DC20024     		N/A PC SUPPORT JEWISH CAUSES 1,800
    UNITED WAY OF NORTHEAST FLA
    P O BOX 864228
    ORLANDO,FL328864228     		N/A PC COMMUNITY SERVICES 30,000
    UNIV OF FLORIDA COLLEGE OF PHARMACY
    P O BOX 100484
    GAINESVILLE,FL32610     		N/A PC EDUCATION 100,000
    UNIVERSITY OF FLORIDA FNDTN
    PO BOX 14425
    GAINESVILLE,FL32604     		N/A PC EDUCATION 1,000
    UNIVERSITY OF FLORIDA HILLEL
    2020 W UNIVERSITY AVENUE
    GAINESVILLE,FL32603     		N/A PC EDUCATION 7,500
    UNIVERSITY OF ILLINOIS
    P O BOX 734500
    CHICAGO,IL60673     		N/A PC EDUCATION 20,000
    UNIVERSITY OF NORTH FLORIDA
    BLDG 60 - ALUMNI HALL ROOM 2124 1
    UNF DRIVE
    JACKSONVILLE,FL32224     		N/A PC EDUCATIONAL 25,000
    WAGS AND WALKS
    2238 FEDERAL AVENUE
    LOS ANGELES,CA90064     		N/A PC ANIMAL SERVICES 108
    WJCT FOUNDATION
    100 FESTIVAL PARK AVE
    JACKSONVILLE,FL32202     		N/A PC PUBLIC TELEVISION 2,500
    WOLFSON CHILDREN'S HOSPITAL
    841 PRUDENTIAL DRIVE SUITE 1300
    JACKSONVILLE,FL32207     		N/A PC CHILDREN'S HEALTH 107,250
    Total .................................bullet 3a 1,923,486
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ...........     		    14 167,633  
    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 ............     		    18 600,889  
    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 1,213,282 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,213,282
    (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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    DUBOW FAMILY FOUNDATION INC
    EIN:
    59-2981682
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 25,546 8,515   17,031

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    DUBOW FAMILY FOUNDATION INC
    EIN:
    59-2981682
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ACUITY BRANDS LIGHTING, INC 100,006 79,247
    ADVANCE AUTO PARTS NTS 38,748 33,410
    AGREE LP NTS 101,083 84,195
    AMAZON.COM INC NTS ISIN US 023135BR65 153,826 133,284
    AMERICAN TOWER CORPORATION NOTES 6/15/30 50,230 40,359
    BANK OF AMERICA CORPORATION MT US06051GFL86 DUE 10/22/2026 163,014 147,738
    BURLINGTON NORTHERN SANTA FE C DEBENTURE ISIN DUE 03/15/2023 157,401 149,466
    CAMDEN PROPERTY TRUST NTS ISIN US133131AT99 DUE 12/15/2022 50,179 49,949
    CAMDEN PROPERTY TRUST NTS ISIN US133131AV46 DUE 09/15/2024 24,881 24,450
    CANADIAN IMPERIAL BANK 100,006 88,041
    CARDINAL HEALTH, INC. NTS OID US14149YBH09 DUE 06/15/2024 102,056 98,052
    CARRIER GLOBAL CORPORATION NTS 131,331 115,014
    CITIGROUP INC NTS US1729675X80 54,108 53,000
    CITIGROUP INC. MTN ISIN US1729 DUE 12/31/2027 103,256 89,619
    CITIGROUP INC. NTS OID ISIN US DUE 05/15/2023 97,646 99,595
    CNH INDUSTRIAL CAPITAL LLC NTS US125 100,670 99,509
    CONSTELLATION BRANDS, INC NTS 105,797 89,904
    CSX CORPORATION NTS 78,335 65,393
    E I DU PONT DE NEMOURS AND COMPANY NTS 156,651 141,315
    FIFTH THIRD BANCORP NTS ISIN US316773CX61 DUE 01/25/2024 100,196 99,359
    GLU MOBILE NTS 200,606 163,940
    GOLDMAN SACHS GROUP, INC MTN 100,006 82,464
    GOLUB CAP BDC INC NTS 35,756 30,416
    GOLUB CAP BDC INC NTS 130,514 121,680
    HUNTINGTON INGALLS INDUSTRIES 99,246 97,849
    JPMORGAN CHASE & CO. (3MO LIBOR NTS PAYS QTRLY DUE 10/24/2023) 76,956 75,058
    JPMORGAN CHASE & CO. MTN ISIN US48128GU248 DUE 12/23/2028 100,356 83,497
    KINDER MORGAN ENERGY PARTNERS 100,907 99,946
    LYB INTERNATIONAL FINANCE B V 125,631 125,016
    MASCO CORPORATION NTS 278,655 239,961
    MCCORMICK & COMPANY INCORPORATED NTS 49,531 39,952
    MCDONALD'S CORPORATION MTN ISIN US58013MFJ80 52,453 44,898
    MORGAN STANLEY (3MO LIBOR + 12 PAYS QTRLY ACTU DUE 05/08/2024) 151,612 150,249
    NEXTERA ENERGY CAPITAL HLDGS 101,252 93,525
    ORACLE CORP GLB 02.625% 50,002 49,765
    ORACLE CORPORATION NTS 106,245 92,211
    OTIS WORLDWIDE 115,045 100,322
    OWL ROCK CAPITAL CORPORATION N US69121KAB08 DUE 03/30/2025 153,561 144,453
    PRINCIPAL FINANCIAL GROUP NTS 97,952 82,773
    ROPER TECHNOLOGIES INC NTS 99,788 85,640
    SOMPO ACQUIRES ENDURANCE SPECIALTY HOLDINGS LTD 10/15/22 77,145 75,108
    THE ALLSTATE CORPORATION NTS I US020002BD26 DUE 12/15/2026 107,756 97,389
    THE BOEING COMPANY NTS 31,371 28,227
    THE BOEING COMPANY NTS 101,426 91,508
    THE CHARLES SCHWAB CORPORATION NTS 101,686 89,772
    THE SHERWIN-WILLIAMS COMPANY NTS 105,270 89,721
    THE SHERWIN-WILLIAMS COMPANY NTS 149,652 126,470
    THE WESTERN UNION COMPANY NTS US959802AY56 DUE 01/10/2025 151,396 143,925
    THE WILLIAMS COMPANIES, INC 91,635 90,041
    TRUIST FINANCIAL CORPORATION 151,065 128,978
    UDR INC DEBENTURE OPT TENDER I US910197AC66 DUE 09/15/2024 124,334 107,003
    US BANCORP MTN ISIN DUE 7/22/20 50,673 39,952
    VALERO ENERGY CORPORATION 100,459 89,473
    VERIZON COMMUNICATIONS INC. (3 110BPS) NTS PAY DUE 05/15/2025 24,981 25,073
    WHIRLPOOL CORPORATION NTS ISIN US96332HCF47 DUE 03/01/2023 102,112 99,913
    XYLEM, INC NTS 126,302 110,044

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    DUBOW FAMILY FOUNDATION INC
    EIN:
    59-2981682
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS 21,487 28,331
    ACUITY BRANDS INC 3,802 5,246
    ADVANCED DRAIN SYSTEMS 2,330 2,714
    AFFILIATED MANAGERS GROUP 10,165 11,844
    AG MORTGAGE VALUE PARTICIPATION FUND LTD TRANCHE M 250,000 263,441
    ALPHABET INC CL A 121,163 216,440
    ALPHABET INC CL A 157,470 452,251
    ALPHABET INC CL C 70,971 87,320
    AMAZON COM INC COM 170,837 191,423
    AMERICAN TOWER CORPORATION NEW REIT 108,455 381,075
    APPLE INC 105,402 229,541
    APTARGROUP INC 7,739 10,487
    ARAMARK SHS 15,419 17,569
    BANK OF AMERICA CORP PFD NON-CUMULATIVE 4% 115,666 99,500
    BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 190,746 421,200
    BIO TECHNE CORP COM STK 1,783 5,641
    BLACK KNIGHT HOLDCO CORP 7,504 6,418
    BLACKBAUD INC 3,189 4,602
    BLACKROCK INC 47,797 89,243
    BLACKSTONE GROUP INCORPORATED 46,168 79,849
    BLACKSTONE REAL ESTATE INCOME TRUST INC CLASS I ADVISORY CLASS 816,497 1,094,072
    BOOZ ALLEN HAMILTON HLDG CLASS A 7,006 8,996
    BRISTOL MYERS SQUIBB 102,043 90,464
    BROADRIDGE FINL SOLUTIONS INC 2,397 6,333
    BROWN & BROWN INC FLA 8,461 12,293
    BURLINGTON STORES INC 5,695 4,206
    CACI INTL INC CL A 8,949 10,673
    CAPITAL ONE FINL 48,077 44,656
    CARLISLE COS INC 7,093 27,792
    CARRIER GLOBAL CORPORATION 102,317 234,720
    CASEYS GEN STORES 5,998 6,413
    CENTENE CORPORATION DEL 141,872 201,915
    CENTRAL GARDEN & PET COMPANY 185,998 188,800
    CHEVRON CORP. 65,894 107,481
    CHOICE HOTELS INTL NEW 5,526 7,915
    CIGNA CORP REG SHS 42,936 44,218
    CISCO SYSTEMS INCORPORATED 111,040 178,880
    COLUMBIA SPORTSWEAR CO 5,425 6,127
    COMM SERVICES SELECT SECTOR 106,267 124,911
    CONOCOPHILLIPS 40,832 74,426
    CONSTELLATION BRANDS INCORPORATED CLASS A 170,318 246,050
    CONSUMER DISCRETIONARY SPDR 98,771 141,514
    COSTCO WHOLESALE CRP DEL PER ADVISORY AGREEMENT. EXECUTED 100% AGENCY PRICE 65,367 100,765
    CPG CARLYLE FUND, LLC WHEN ISSUED 191,646 236,235
    CVS CAREMARK CORP 232,469 294,450
    DANAHAR 33,951 56,411
    DANAHER CORP DEL 46,242 315,795
    DARLING INGREDIENTS INCORPORATED 219,404 228,180
    DECKERS OUTDOORS CORP 3,823 4,180
    DISNEY (WALT) CO COM STK 54,851 112,080
    DOLBY LABORATORIES INC CL A 10,579 9,155
    ELEVANCE HEALTH INC 52,108 74,222
    ENERGY RECOVERY INCORPORATED 44,555 114,700
    ENVISTA HOLDINGS CORP REG 8,864 12,685
    EQUITY RESIDENTIAL REIT 60,476 58,983
    FACTSET RESH SYS INC 1,130 5,200
    FIDELITY MSCI UTILITIES INDEX 31,217 33,263
    FIRST TRUST CLOUD 70,286 91,996
    FORD MOTOR COMPANY DEL 154,493 182,773
    FRANCO NEV CORPORATION 139,980 120,200
    FRANKLIN K2 ALTERNATIVE STRATEGIES FUND ADV CL 285,140 275,378
    GARTNER INC 2,114 6,562
    GLOBAL X FUNDS SHS US 24,728 24,496
    GODADDY INC SHS 10,544 10,766
    GOLDMAN SACHS FINANCIAL SQUARE 225,000 225,000
    GOLDMAN SACHS GROUP, INCORPORATED. PFD A 1/1000 115,944 93,100
    GRACO 1,181 4,916
    HEALTH CARE SELECT SPDR 144,529 194,376
    HEICO CORP. CLASS A 177,938 237,499
    HEICO CORPORATION NEW CLASS A 60,616 375,401
    HEXCEL CORP NEW COM 6,070 9,211
    HILTON WORLDWIDE HOLDINGS INC REG 20,652 32,477
    HOME DEPOT INC 25,014 31,149
    HONEYWELL INTL INC DEL 82,211 93,539
    HUNT J B TRANS SVCS INC 5,171 9,571
    IAA INC REG SHS WHEN ISSUE 10,923 8,756
    ICAPITAL KKR 192,943 246,592
    IDEX CORE DELAWARE COM 1,507 6,841
    INTEL CORP 103,678 63,840
    INTL PAPER CO 50,278 38,665
    IRONWOOD INSTITUTIONAL MULTI-STRATEGY FUND LLC WHEN ISSUED 237,102 252,660
    ISHARES BIOTECHNOLOGY 51,465 57,329
    ISHARES TR CORE MSCI EAF 214,318 176,910
    ISHARES U S REGIONAL 13,824 12,373
    JACK HENRY & ASSOCIATES INC 1,417 4,613
    JBG SMITH PPTYS REIT 192,676 131,820
    JOHNSON & JOHNSON 137,080 322,680
    JONES LANG LASALLE INC 171,222 224,241
    JONES LANG LASALLE INC 7,229 8,823
    JP MORGAN CHASE 75,547 75,858
    JP MORGAN CHASE 188,045 341,190
    KIRBY CORP COM 6,964 8,315
    L3HARRIS TECHNOLOGIES 97,075 99,947
    LANDSTAR SYS INC COM 5,477 9,238
    LAUDER ESTEE COS INC A 110,535 330,694
    LENNOX INTL INC 7,452 8,884
    LKQ CORP 5,984 8,888
    MANHATTAN ASSOCS INC 1,864 5,650
    MARKEL CORP COM 5,814 10,747
    MARVELL TECHNOLOGY INC 48,886 49,536
    META PLATFORMS INC 190,060 175,150
    MICROSOFT CORP 140,681 226,694
    MICROSOFT CORP 149,720 392,205
    MICROSOFT CORP 22,538 26,147
    MORNINGSTAR INC 3,356 8,664
    NESTLE S A REP RG SH ADR 213,510 293,510
    NEXTERA ENERGY 47,437 59,117
    NEXTERA ENERGY 80,696 340,240
    NORDSON CORP 4,561 8,405
    NVIDIA 90,637 61,734
    PACER BENCHMARK DATA AND INFRASTRUCTURE 23,073 21,411
    PACER US CASH COWS100 1,260,653 1,174,453
    PARKER HANNIFIN CORP 68,542 66,250
    PARTNERS GROUP PRIVATE EQUITY MASTER FUND LLC CLASS I 371,835 522,690
    PAYPAL HLDGS INCORPORATED 132,140 114,464
    PFIZER INC. 156,669 339,225
    POOL CORPORATION 3,176 4,749
    PRINCIPAL SPECTRUM PREFERRED AND CPTL SECS 100,000 86,046
    PROCTOR & GAMBLE 75,251 65,246
    PROGRESSIVE CORPORATION OHIO 90,306 95,790
    PROLOGIS INC 59,801 74,083
    PROSHARES ONLINE RETAIL 12,528 7,783
    PROSPERITY BANCSHARES 5,172 5,387
    QUALCOMM INC 132,015 198,405
    REAL ESTATE SELECT SECTOR SPDR 42,748 39,758
    ROPER TECHNOLOGIES INCORPORATED 227,039 362,322
    RPM INTERNATIONAL INC 8,599 12,577
    SCHEIN (HENRY) INC COM 2,444 2,936
    SECTOR SPDR ENERGY 144,760 203,665
    SEI INVT CO PA PV 7,463 10,284
    SERVICE CORP INTL 3,279 4,875
    SPDR S&P 500 ETF TRUST 97,922 150,564
    SPDR S&P TRANSPORTATION ETF 15,009 12,293
    SPDR US FINANCIAL SECTOR 71,708 86,855
    STARBUCKS CORP 79,872 168,140
    TELEFLEX INC 8,291 7,240
    TERMINIX GLOBAL HLDGS 10,670 10,279
    TESLA INC 52,310 49,610
    THERMO FISHER SCIENTIFIC 33,159 56,168
    TORONTO DOMINION BANK 89,241 80,103
    TRIMBLE INC 3,063 4,238
    ULTA BEAUTY INC 5,377 11,336
    UMPQUA HOLDINGS 1,992 3,122
    UNION PACIFIC CORP 30,814 43,106
    UNITED PARCEL SERVICE INCORPORATED CLASS B 157,354 194,510
    VANECK SEMICONDUCTOR ETF 89,096 73,598
    VANGUARD CONSUMER 93,990 110,012
    VANGUARD INDUSTRIAL ETF 55,478 85,619
    VANGUARD INFORMATION 199,915 342,993
    VANGUARD MATERIALS ETF 17,421 25,416
    VISA INC CL A SHRS 94,975 100,746
    W R BERKLEY CORP 10,444 20,023
    WALMART INCORPORATED 174,358 193,523
    WASTE CONNECTIONS INCORPORATED (CANADA) 120,285 375,786
    WEX INC. 7,537 8,792
    WEYERHAEUSER COMPANY REIT 149,326 170,800
    WOODWARD INC 4,992 3,909
    XCEL ENERGY INC 45,594 46,258
    ZOETIS INC 43,901 52,751

    TY 2021 InvestmentsOtherSchedule2
    Name:
    DUBOW FAMILY FOUNDATION INC
    EIN:
    59-2981682
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CARLYLE BUYOUT VIII ACCESS FUND AT COST 12,500 12,500
    CD BEAL BANK USA AT COST 249,000 248,970
    HG VORA SPECIAL OPPORTUNITIES FUND, LTD AT COST 524,950 434,451
    ISRAELI BONDS AT COST 25,000 25,000

    TY 2021 LegalFeesSchedule
    Name:
    DUBOW FAMILY FOUNDATION INC
    EIN:
    59-2981682
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ANNUAL FILING FEE 151 106   45


    TY 2021 OtherExpensesSchedule
    Name:
    DUBOW FAMILY FOUNDATION INC
    EIN:
    59-2981682
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CHARITABLE GIFTING SOFTWARE 7,119 0   7,119
    INVESTMENT MANAGEMENT EXPENSE 94,447 94,447   0
    MISCELLANEOUS ADMIN EXPENSES 250 0   250


    TY 2021 OtherIncomeSchedule2
    Name:
    DUBOW FAMILY FOUNDATION INC
    EIN:
    59-2981682
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    HG VORA 12,963 12,963 12,963


    TY 2021 TaxesSchedule
    Name:
    DUBOW FAMILY FOUNDATION INC
    EIN:
    59-2981682
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 2,132 2,132   0
    EXCISE TAX 22,000 0   0