Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 09-01-2022 , and ending 08-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$25,643,496J 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 right arrow.............
3 Interest on savings and temporary cash investments 184,654 184,654  
4 Dividends and interest from securities... 413,945 413,945  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -62,586
b Gross sales price for all assets on line 6a 8,683,944
7 Capital gain net income (from Part IV, line 2)... 0
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
List of Attached Documents:
// Content
5,249 5,249  
12 Total. Add lines 1 through 11........ 541,262 603,848  
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
List of Attached Documents:
// Content
151 106   45
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
76,415 25,472   50,943
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,000 0   1,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
24,121 2,708   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
List of Attached Documents:
// Content
81,435 73,522   7,913
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 183,122 101,808   59,901
25 Contributions, gifts, grants paid....... 1,566,380 1,566,380
26 Total expenses and disbursements. Add lines 24 and 25 1,749,502 101,808   1,626,281
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,208,240
b Net investment income (if negative, enter -0-) 502,040
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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......... 907,394 1,781,936 1,781,936
3 Accounts receivable right arrow6,100
Less: allowance for doubtful accounts right arrow   1,975 6,100 6,100
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment
List of Attached Documents:
// Content
180,595 		183,318
b Investments—corporate stock (attach schedule)....... 13,729,886 Click to see attachment
List of Attached Documents:
// Content
12,319,424 		18,463,348
c Investments—corporate bonds (attach schedule)....... 5,792,757 Click to see attachment
List of Attached Documents:
// Content
4,774,099 		4,290,505
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 811,450 Click to see attachment
List of Attached Documents:
// Content
973,068 		918,289
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 21,243,462 20,035,222 25,643,496
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 21,243,462 20,035,222
29 Total net assets or fund balances (see instructions)..... 21,243,462 20,035,222
30 Total liabilities and net assets/fund balances (see instructions). 21,243,462 20,035,222
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
21,243,462
2
Enter amount from Part I, line 27a .....................
2
-1,208,240
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
20,035,222
5
Decreases not included in line 2 (itemize) right arrow
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
20,035,222
Form 990-PF (2022)
Form 990-PF (2022)
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 PUBLICLY TRADED SECURITIES      
b
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 8,683,944   8,746,513 -62,569
b
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       -62,569
b
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 -62,569
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 6,978
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 6,978
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 6,978
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 57,052
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 57,052
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 50,074
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow50,074 Refundedright arrow 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowFL
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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 addressright arrowN/A
14
The books are in care ofright arrowMICHAEL DUBOW Telephone no.right arrow (904) 470-6015

Located atright arrow245 RIVERSIDE AVE STE 420JACKSONVILLEFL ZIP+4right arrow32202
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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.............right arrow0
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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
24,412,857
b
Average of monthly cash balances.......................
1b
752,930
c
Fair market value of all other assets (see instructions)................
1c
27,708
d
Total (add lines 1a, b, and c).........................
1d
25,193,495
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
25,193,495
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
377,902
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
24,815,593
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,240,780
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
1,240,780
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
6,978
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,978
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,233,802
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,233,802
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
1,233,802
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
1,626,281
b
Program-related investments—total from Part VIII-B..................
1b
0
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
1,626,281
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 1,233,802
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 581,810
b From 2018...... 528,786
c From 2019...... 681,061
d From 2020...... 272,650
e From 2021...... 562,417
f Total of lines 3a through e ........ 2,626,724
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 1,626,281
a Applied to 2021, 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 2022 distributable amount..... 1,233,802
e Remaining amount distributed out of corpus 392,479
5 Excess distributions carryover applied to 2022. 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 3,019,203
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		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 2017 not
applied on line 5 or line 7 (see instructions) ... 		581,810
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		2,437,393
10 Analysis of line 9:
a Excess from 2018.... 528,786
b Excess from 2019.... 681,061
c Excess from 2020.... 272,650
d Excess from 2021.... 562,417
e Excess from 2022.... 392,479
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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 right arrow
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 (2022)
Form 990-PF (2022)
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

AMERICAN ISRAEL EDUCATION FOUNDATION

251 H STREET NW
WASHINGTON,DC20001 		N/A PC MIDDLE EAST EDUCATION PROGRAMS 25,000

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 25,000

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 64,500

COMMUNITY HOSPICE OF NE FL

4266 SUNBEAM ROAD
JACKSONVILLE,FL32257 		N/A PC MEDICAL SERVICES 15,500

CUMMER MUSEUM OF ART

829 RIVERSIDE AVE
JACKSONVILLE,FL32204 		N/A PC PRESERVATION OF THE ARTS 11,500

DEERWOOD ROTARY

12620 BEACH BLVD STE3 PMB 428
JACKSONVIILE,FL322467130 		N/A PC CHILDREN'S PARKS 2,500

DELORES BARR WEAVER POLICY CENTER

40 E ADAMS ST 130
JACKSONVILLE,FL32202 		N/A PC EDUCATION SERVICES FOR YOUNG WOMEN 10,000

DOWN SYNDROME ASSOC OF JACKSONVILLE

8011 PHILIPS HIGHWAY STE 7
JACKSONVILLE,FL32256 		N/A PC HEALTH SERVICES 1,500

FIRST COAST CULTURAL CENTER

3972 THIRD STREET SOUTH
JACKSONVILLE BEACH,FL32250 		N/A PC BRING ARTS INTO THE LIFE OF THE COMMUNITY 15,000

FLORIDA THEATRE

128 EAST FORSYTH STREET 300
JACKSONVILLE,FL32202 		N/A PC SUPPORT OF PERFORMING ARTS 579

GABRIEL HOUSE OF CARE

4599 WORRAL WAY
JACKSONVILLE,FL32224 		N/A PC PROVIDE LODGING AND SUPPORT FOR CANCER AND TRANSPLANT PATIENTS AND CAREGIVERS 1,000

GENERATION W

2320 3RD STREET SOUTH STE 5
JACKSONVILLE BEACH,FL32250 		N/A PC CHILDREN 15,000

HADASSAH

40 WALL STREET
NEW YORK,NY10005 		N/A PC JEWISH CAUSES 1,000

HERE TOMORROW

910 3RD STREET
NEPTUNE BEACH,FL32266 		N/A PC MENTAL HEALTH AND SUPPORT SERVICES 33,333

HOPE HAVEN CHILDREN'S CLINIC

4600 BEACH BLVD
JACKSONVILLE,FL32207 		N/A PC CHILDREN'S SERVICES 22,500

JACKSONVILLE ARTS AND MUSIC SCHOOL

3315 NORTH LIBERTY STREET
JACKSONVIILE,FL32206 		N/A PC YOUTH ARTS EDUCATION 1,000

JACKSONVILLE HUMANE SOCIETY

8464 BEACH BLVD
JACKSONVILLE,FL32216 		N/A PC ANIMAL SERVICES 1,030

JACKSONVILLE JEWISH CENTER

3662 CROWN POINT ROAD
JACKSONVILLE,FL32257 		N/A PC RELIGIOUS 290,872

JACKSONVILLE PUB LIBRARY FDN

303 NORTH LAURA ST
JACKSONVILLE,FL32202 		N/A PC COMMUNITY SERVICE 1,000

JACKSONVILLE SYMPHONY ASSOCIATION

300 WEST WATER STREET STE 200
JACKSONVILLE,FL32202 		N/A PC SUPPORT OF THE ARTS 134,833

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 40,000

JEWISH FEDERATION AND FOUNDATION OF NORTHEAST FLORIDA

8505 SAN JOSE BLVD
JACKSONVILLE,FL32217 		N/A PC JEWISH CAUSES 185,360

JIM AND TABITHA FURYK FOUNDATION

5716 ST AUGUSTINE ROAD
JACKSONVILLE,FL32207 		N/A PF COMMUNITY SERVICES 34,790

JUNIOR ACHIEVEMENT OF NORTH FLORIDA

4049 WOODCOCK DR 200
JACKSONVILLE,FL32207 		N/A PC CHILDREN'S SERVICES 500

JUVENILE DIABETES RESEARCH FOUNDATION NORTH FLORIDA CHAPTER

1850 LEE ROAD SUITE 132
WINTER PARK,FL32789 		N/A PC HEALTH 3,000

LEVEL THE PLAYING FIELD LEADERSHIP ACADEMY

13245 ATLANTIC BLVD 4252
JACKSONVILLE,FL32225 		N/A PC MENTORING YOUNG MALE ATHLETES OF COLOR 10,000

MAYO CLINIC

4500 SAN PABLO ROAD S
JACKSONVILLE,FL32224 		N/A PC HEALTH 30,000

MUSEUM OF SCIENCE & HISTORY

1025 MUSEUM CIRCLE
JACKSONVILLE,FL322079053 		N/A PC COMMUNITY SERVICES 50,000

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 15,000

NORTH FLORIDA SCHOOL

223 MILL CREEK ROAD
JACKSONVILLE,FL32211 		N/A PC EDUCATION 25,600

ONEJAX

1 UNF DR BLDG 53 SUITE 2750
JACKSONVILLE,FL32224 		N/A PC RELIGIOUS 2,550

ORANGE RIBBONS FOR JAIME INC

5944 CORAL RIDGE DRIVE 301
CORAL SPRINGS,FL33076 		N/A PC COMMUNITY SERVICES 360

PROJECT CHANCE

23525 BAHAMA POINT UNIT 1612
FERNANDINA BEACH,FL32034 		N/A PC SERVICE ANIMALS AND SUPPORT FOR CHILDREN WITH DISABILITIES 1,000

READ USA INC

1001 MAYPORT ROAD 331067
ATLANTIC BEACH,FL32233 		N/A PC MULTICULTURAL LITERACY PROGRAMMING AND DEVELOPMENT 20,000

RETHREADED

820 BARNETT STREET
JACKSONVILLE,FL32209 		N/A PC COMMUNITY SERVICES 10,000

RIVER GARDEN

11401 OLD ST AUGUSTINE RD
JACKSONVILLE,FL32258 		N/A PC COMMUNITY SERVICE 13,580

SAVE THE CHIMPS

16891 CAROLE NOON LANE
FORT PIERCE,FL34945 		N/A PC ANIMAL SANCTUARY 500

SHALVA

P O BOX 46375
CHICAGO,IL606460375 		N/A PC JEWISH CAUSES 280

ST JUDE CHILDREN'S RESEARCH HOSPITALALSAC

262 DANNY THOMAS PLACE
MEMPHIS,TN38105 		N/A PC CANCER CURE AND PREVENTION 6,356

THE GUARDIAN CATHOLIC SCHOOLS

4920 BRENTWOOD AVENUE
JACKSONVILLE,FL32206 		N/A PC EDUCATION 1,000

THE JEWISH THEOLOGICAL SEMINARY

3080 BROADWAY
NEW YORK,NY10027 		N/A PC JEWISH EDUCATION AND TRAINING 12,500

THE LJD JEWISH FAMILY & COMMUITY SERVICES

8540 BAYCENTER ROAD
JACKSONVILLE,FL32256 		N/A PC PROVIDE QUALITY SOCIAL AND COMMUNITY SERVICES 25,000

THE OREN MARGOL FOUNDATION

8777 SAN JOSE BLVD SUITE 901
JACKSONVILLE,FL32217 		N/A PC COMMUNITY SERVICES 6,000

THE TEMPLE

1589 PEACHTREE ST NE
ATLANTA,GA30309 		N/A PC JEWISH SYNAGOGUE 186

TOM COUGHLIN JAY FUND FNDTN

P O BOX 50798
JACKSONVILLE,FL32240 		N/A PC CHILDREN'S SERVICES 25,604

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 ILLINOIS

P O BOX 734500
CHICAGO,IL60673 		N/A PC EDUCATION 20,000

UNIVERSITY OF NORTH FLORIDA FOUNDATION

1 UNF DRIVE ALUMNI HALL
JACKSONVILLE,FL32224 		N/A PC EDUCATIONAL 10,000

VANDERBILT UNIVERSITY LAW SCHOOL

131 21ST AVE S
NASHVILLE,TN37203 		N/A PC EDUCATION 100

WOLFSON CHILDREN'S HOSPITAL

841 PRUDENTIAL DRIVE SUITE 1300
JACKSONVILLE,FL32207 		N/A PC CHILDREN'S HEALTH 100,000
Total .................................right arrow 3a 1,566,380
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
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 ........... 		    14 184,654  
4 Dividends and interest from securities ....     14 413,945  
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 .....     14 5,249  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -62,586  
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) .. 0 541,262 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
541,262
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
DUBOW FAMILY FOUNDATION INC
EIN:
59-2981682
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 76,415 25,472   50,943

TY 2022 InvestmentsCorpBondsSchedule
Name:
DUBOW FAMILY FOUNDATION INC
EIN:
59-2981682
Name of Bond End of Year Book Value End of Year Fair Market Value
ADVANCE AUTO PARTS NTS 38,748 32,902
AGREE LP NTS 101,083 83,929
AMAZON.COM INC NTS ISIN US 023135BR65 153,826 132,063
AMERICAN TOWER CORPORATION NOTES 6/15/30 50,230 39,893
ASPEN INSURANCE HOLDINGS LTD N 74,631 74,786
BANK OF AMERICA CORPORATION MT US06051GFL86 DUE 10/22/2026 163,014 144,054
CAMDEN PROPERTY TRUST NTS ISIN US133131AV46 DUE 09/15/2024 24,881 24,387
CANADIAN IMPERIAL BANK 100,006 88,593
CAPITAL IMPACT PARTNERS MTN PA 125,006 124,955
CARDINAL HEALTH, INC. NTS OID US14149YBH09 DUE 06/15/2024 102,056 97,810
CARRIER GLOBAL CORPORATION NTS 131,331 113,555
CITIGROUP INC. MTN ISIN US1729 DUE 12/31/2027 103,256 88,452
CNH INDUSTRIAL CAPITAL LLC NTS US125 100,670 99,316
CONSTELLATION BRANDS, INC NTS 105,797 89,346
CSX CORPORATION NTS 78,335 64,173
E I DU PONT DE NEMOURS AND COMPANY NTS 156,651 139,883
FIFTH THIRD BANCORP NTS ISIN US316773CX61 DUE 01/25/2024 100,196 99,055
FOX CORPORATION 45,193 44,644
GOLUB CAP BDC INC NTS 35,756 30,756
GOLUB CAP BDC INC NTS 130,514 122,468
HUNTINGTON INGALLS INDUSTRIES 99,246 96,754
JPMORGAN CHASE & CO. MTN ISIN US48128GU248 DUE 12/23/2028 100,356 82,018
KINDER MORGAN ENERGY PARTNERS 100,907 99,205
MASCO CORPORATION NTS 147,550 127,656
MCCORMICK & COMPANY INCORPORATED NTS 49,531 39,355
MCDONALD'S CORPORATION MTN ISIN US58013MFJ80 52,453 44,240
MCKESSON CORPORATION NTS 100,036 99,629
NEXTERA ENERGY CAPITAL HLDGS 101,252 91,197
ORACLE CORPORATION NTS 106,245 92,877
OTIS WORLDWIDE 115,045 99,890
OWL ROCK CAPITAL CORPORATION N US69121KAB08 DUE 03/30/2025 153,561 142,697
PRINCIPAL FINANCIAL GROUP NTS 97,952 81,542
ROPER TECHNOLOGIES INC NTS 99,788 86,577
THE ALLSTATE CORPORATION NTS I US020002BD26 DUE 12/15/2026 107,756 94,482
THE BOEING COMPANY NTS 101,426 92,251
THE BOEING COMPANY NTS 31,371 28,119
THE CHARLES SCHWAB CORPORATION NTS 101,686 86,160
THE SHERWIN-WILLIAMS COMPANY NTS 105,270 88,095
THE SHERWIN-WILLIAMS COMPANY NTS 149,652 125,262
THE TORONTO-DOMINION BANK MTN 75,006 74,243
THE TORONTO-DOMINION BANK MTN 100,312 99,208
THE WESTERN UNION COMPANY NTS US959802AY56 DUE 01/10/2025 151,396 143,730
TRANSCONTINENTAL GAS PIPELINE CORPORATIN 78,644 77,114
UDR INC DEBENTURE OPT TENDER I US910197AC66 DUE 09/15/2024 124,334 101,631
US BANCORP MTN ISIN DUE 7/22/20 50,673 37,911
VALERO ENERGY CORPORATION 100,459 89,046
VERIZON COMMUNICATIONS INC. (3 110BPS) NTS PAY DUE 05/15/2025 24,981 25,248
WILLIAMS PARTNERS L.P. 99,729 99,684
XYLEM, INC NTS 126,302 109,664

TY 2022 InvestmentsCorpStockSchedule
Name:
DUBOW FAMILY FOUNDATION INC
EIN:
59-2981682
Name of Stock End of Year Book Value End of Year Fair Market Value
ACUITY BRANDS INC 1,782 2,419
ADVANCED DRAIN SYSTEMS 2,330 2,563
AFFILIATED MANAGERS GROUP 9,065 10,721
AG MORTGAGE VALUE PARTICIPATION FUND LTD TRANCHE M 250,000 280,204
ALBEMARLE CORP COM 29,980 28,217
ALPHABET INC CL A 97,596 462,161
ALPHABET INC CL A 121,163 272,340
ALPHABET INC CL C 70,971 109,880
AMAZON COM INC COM 70,717 101,713
AMERICAN TOWER CO CL A 98,338 244,782
APPLE INC 79,722 214,923
APTARGROUP INC 7,739 13,521
ARAMARK SHS 10,784 12,790
AVERY DENNISON CORP 2,207 2,449
BANK OF AMERICA CORP PFD NON-CUMULATIVE 4% 115,666 103,200
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 190,746 540,300
BIO TECHNE CORP COM STK 1,783 5,331
BLACK KNIGHT HOLDCO CORP 7,504 7,349
BLACKBAUD INC 5,051 7,687
BLACKROCK INC 51,856 51,139
BLACKSTONE GROUP 31,697 67,013
BLACKSTONE GROUP INCORPORATED 36,391 71,268
BLACKSTONE REAL ESTATE INCOME TRUST INC CLASS I ADVISORY CLASS 462,437 569,770
BOEING COMPANY 67,121 71,242
BOOZ ALLEN HAMILTON HLDG CLASS A 7,006 10,651
BOSTON SCIENTIFIC 51,808 58,471
BROADCOM LTD 39,538 66,448
BROADRIDGE FINL SOLUTIONS INC 4,306 9,497
BROWN & BROWN INC FLA 8,461 14,450
BURLINGTON STORES INC 11,401 11,358
BWX TECHNOLOGIES INCORPORATED 120,500 147,520
CACI INTL INC CL A 8,949 12,464
CARLISLE COS INC 8,362 20,253
CARRIER GLOBAL CORPORATION 81,854 275,760
CASEYS GEN STORES 5,998 7,332
CATALYST MILLBURN HEDGE STRAEGY 295,421 285,690
CENTENE CORPORATION DEL 141,872 138,713
CHOICE HOTELS INTL NEW 7,564 11,040
CISCO SYSTEMS INCORPORATED 111,040 229,400
COLUMBIA BKG SYS INC 1,976 2,130
COLUMBIA SPORTSWEAR CO 8,142 8,874
COMM SERVICES SELECT SECTOR 110,473 156,185
CONOCOPHILLIPS 21,784 43,446
CONSTELLATION BRANDS INCORPORATED CLASS A 170,318 260,560
CONSTRUCTION PARTNERS INCORPORATED 140,765 173,750
CONSUMER DISCRETIONARY SPDR 93,952 146,640
COSTCO WHOLESALE CRP DEL PER ADVISORY AGREEMENT. EXECUTED 100% AGENCY PRICE 60,752 100,518
CPG CARLYLE FUND, LLC WHEN ISSUED 210,188 249,272
CVS CAREMARK CORP 232,469 195,510
DANAHER CORP DEL 46,242 310,050
DARLING INGREDIENTS INCORPORATED 219,404 185,280
DECKERS OUTDOORS CORP 3,823 6,878
DISNEY (WALT) CO COM STK 54,851 83,680
DOLBY LABORATORIES INC CL A 13,312 13,431
ELI LILLY & CO 51,576 65,396
ENERGY RECOVERY INCORPORATED 26,733 81,540
ENOVIX CORPORATION 66,088 55,120
ENVISTA HOLDINGS CORP REG 12,564 13,801
EXXON MOBIL CORP COM 94,442 91,176
FACTSET RESH SYS INC 1,130 5,237
FIDELITY MSCI UTILITIES INDEX 42,581 38,988
FIRST TRUST CLOUD 31,085 45,777
FRANCO NEV CORPORATION 139,980 143,960
FTI CONSULTING INCORPORATED 6,418 6,875
GARTNER INC 723 3,147
GENERAL MOTORS CO 41,241 32,940
GLOBAL X FUNDS SHS US 16,836 21,105
GODADDY INC SHS 11,618 11,312
GOLDMAN SACHS GROUP, INCORPORATED. PFD A 1/1000 115,944 102,500
GRACO 1,181 6,078
HEALTH CARE SELECT SPDR 143,135 205,809
HEICO CORP. CLASS A 177,938 262,396
HEICO CORPORATION NEW CLASS A 60,616 414,754
HEXCEL CORP NEW COM 4,621 8,430
HILTON WORLDWIDE HOLDINGS INC REG 16,095 30,176
HOME DEPOT INC 51,151 62,427
HONEYWELL INTL INC DEL 24,952 29,882
HUNT J B TRANS SVCS INC 5,171 10,333
IDEX CORE DELAWARE COM 1,507 7,698
IDIRECT PRIVATE MARKETS FUND 212,361 247,907
INVESCO KBW BANK ETF 11,166 10,868
IRONWOOD INSTITUTIONAL MULTI-STRATEGY FUND LLC WHEN ISSUED 254,833 264,784
ISHARES NASDAQ BIOTECH 42,314 50,840
ISHARES TR CORE MSCI EAF 10,230 9,974
ISHARES TR CORE MSCI EAF ETF 183,456 174,367
ISHARES US AEROSPACE ETF 19,852 21,027
JACK HENRY & ASSOCIATES INC 1,417 3,763
JOHNSON & JOHNSON 130,708 308,324
JONES LANG LASALLE INC 7,229 8,813
JONES LANG LASALLE INC 179,875 206,985
JP MORGAN CHASE 81,736 105,943
JP MORGAN CHASE 188,045 438,990
KENVUE INC 50,692 60,368
KIRBY CORP COM 6,964 10,271
LANDSTAR SYS INC COM 5,477 11,958
LAUDER ESTEE COS INC A 110,535 208,689
LENNOX INTL INC 5,857 10,174
LKQ CORP 7,704 10,611
MANHATTAN ASSOCS INC 1,162 5,066
MARKEL CORP COM 8,530 16,268
MCCORMICK & COMPANY INCORPORATED COM NON VTG 47,152 42,435
MCDONALDS CORP COM 28,480 29,240
META PLATFORMS INC 89,255 85,216
MICROSOFT CORP 109,612 226,482
MICROSOFT CORP 149,720 491,640
MICROSOFT CORP 22,538 32,776
MORNINGSTAR INC 7,678 13,727
NESTLE S A REP RG SH ADR 213,510 301,160
NEXTERA ENERGY 49,161 48,163
NEXTERA ENERGY 80,696 267,200
NINTENDO LIMITED USPON ADS (JAPAN) 155,520 161,430
NORDSON CORP 4,561 9,033
NVIDIA 59,144 145,104
O'REILLY AUTOMOTIVE 42,494 47,925
PACER BENCHMARK DATA AND INFRASTRUCTURE 13,888 12,121
PACER US CASH COWS100 1,187,217 1,258,742
PALO ALTO NETWORKS INCORPORATED 31,059 50,363
PARKER HANNIFIN CORP 74,985 105,476
PARTNERS GROUP PRIVATE EQUITY MASTER FUND LLC CLASS I 388,081 580,843
PFIZER INC. 156,669 265,350
POOL CORPORATION 3,176 5,118
PRINCIPAL SPECTRUM PREFERRED AND CPTL SECS 100,000 81,711
PROCTOR & GAMBLE 46,634 46,148
PROGRESSIVE CORPORATION OHIO 64,798 75,811
PROLOGIS INC 43,838 57,256
PROSPERITY BANCSHARES 5,172 4,318
QUALCOMM INC 132,015 171,795
REAL ESTATE SELECT SECTOR SPDR 13,054 11,994
ROPER TECHNOLOGIES INCORPORATED 227,039 449,154
ROSS STORES INC 23,621 23,997
RPM INTERNATIONAL INC 7,417 11,071
S&P GLOBAL INC 63,259 59,020
SCHEIN (HENRY) INC COM 2,444 3,062
SCHLUMBERGER LTD 39,241 54,538
SECTOR SPDR ENERGY 139,974 215,987
SEI INVT CO PA PV 7,463 11,667
SERVICE CORP INTL 3,279 4,986
SERVICE NOW INC 50,407 64,182
SPDR US FINANCIAL SECTOR 81,990 100,355
STARBUCKS CORP 42,280 45,115
STARBUCKS CORP 79,872 194,880
TELEFLEX INC 14,543 12,339
THERMO FISHER SCIENTIFIC 36,554 61,281
TORONTO DOMINION BANK 53,123 45,635
TRANSUNION 3,667 4,711
TRIMBLE INC 8,101 8,712
TYLER TECHS INC 3,727 4,383
ULTA BEAUTY INC 1,749 3,735
UNION PACIFIC CORP 46,400 57,789
UNITED PARCEL SERVICE INCORPORATED CLASS B 157,354 169,400
UNITED RENTALS INC 30,402 30,022
UNITEDHEALTH GROUP 91,408 86,261
VANECK SEMICONDUCTOR ETF 111,376 134,193
VANGUARD CONSUMER 91,983 109,317
VANGUARD INDUSTRIAL ETF 53,922 96,968
VANGUARD INFORMATION 149,892 355,459
VANGUARD MATERIALS ETF 15,354 24,452
VISA INC CL A SHRS 69,590 93,358
W R BERKLEY CORP 13,151 21,589
WALMART INCORPORATED 173,204 234,971
WASTE CONNECTIONS INCORPORATED (CANADA) 120,285 369,873
WEX INC. 7,537 11,182
WEYERHAEUSER COMPANY REIT 149,326 163,750
ZOETIS INC 47,737 66,297

TY 2022 InvestmentsGovtObligationsSch
Name:
DUBOW FAMILY FOUNDATION INC
EIN:
59-2981682
US Government Securities - End of Year Book Value:

180,595
US Government Securities - End of Year Fair Market Value:

183,318
State & Local Government Securities - End of Year Book Value:


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


0


TY 2022 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 75,000 68,080
HG VORA SPECIAL OPPORTUNITIES FUND, LTD AT COST 530,199 475,209
ISRAELI BONDS AT COST 25,000 25,000
NFP CONTINUATION PARTNERS PARALELL, LP AT COST 342,869 350,000

TY 2022 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 2022 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 7,548 0   7,548
INVESTMENT MANAGEMENT EXPENSE 73,522 73,522   0
MISCELLANEOUS ADMIN EXPENSES 365 0   365


TY 2022 OtherIncomeSchedule2
Name:
DUBOW FAMILY FOUNDATION INC
EIN:
59-2981682
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
HG VORA 5,249 5,249 5,249


TY 2022 OtherProfessionalFeesSchedule
Name:
DUBOW FAMILY FOUNDATION INC
EIN:
59-2981682
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PHILANTHROPY SUPPORT 1,000 0   1,000


TY 2022 TaxesSchedule
Name:
DUBOW FAMILY FOUNDATION INC
EIN:
59-2981682
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 2,708 2,708   0
EXCISE TAX 21,413 0   0