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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 09-01-2024 , and ending 08-31-2025
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 50279
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
JACKSONVILLE BEACH, FL32240
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$29,608,932
J 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 202,507 202,507  
4 Dividends and interest from securities... 352,272 352,272  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,029,731
b Gross sales price for all assets on line 6a 10,795,229
7 Capital gain net income (from Part IV, line 2)... 2,123,375
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)....... 29,626 29,626  
12 Total. Add lines 1 through 11........ 2,614,136 2,707,780  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 78,461 0   78,461
15 Pension plans, employee benefits....... 9,891 0   9,891
16a Legal fees (attach schedule)......... 190 133   57
b Accounting fees (attach schedule)....... 100,063 33,355   66,708
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 20,989 989   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 89,243 88,299   944
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 298,837 122,776   156,061
25 Contributions, gifts, grants paid....... 1,624,687 1,624,687
26 Total expenses and disbursements. Add lines 24 and 25 1,923,524 122,776   1,780,748
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 690,612
b Net investment income (if negative, enter -0-) 2,585,004
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 1,896,085 3,219,058 3,219,058
3 Accounts receivable right arrow3,972
Less: allowance for doubtful accounts right arrow   4,745 3,972 3,972
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)      
b Investments—corporate stock (attach schedule)....... 11,871,131 Click to see attachment
List of Attached Documents:
// Content
12,069,647
21,095,632
c Investments—corporate bonds (attach schedule)....... 4,880,087 Click to see attachment
List of Attached Documents:
// Content
4,470,052
4,411,958
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).......... 1,251,713 Click to see attachment
List of Attached Documents:
// Content
831,644
878,312
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) 19,903,761 20,594,373 29,608,932
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 19,903,761 20,594,373
29 Total net assets or fund balances (see instructions)..... 19,903,761 20,594,373
30 Total liabilities and net assets/fund balances (see instructions). 19,903,761 20,594,373
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
19,903,761
2
Enter amount from Part I, line 27a .....................
2
690,612
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
20,594,373
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
20,594,373
Form 990-PF (2024)
Form 990-PF (2024)
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 10,795,229   8,671,854 2,123,375
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       2,123,375
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 2,123,375
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  
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 35,932
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 35,932
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 35,932
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 52,326
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 25,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 77,326
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.......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 41,394
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow41,394 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
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 2024 or the taxable year beginning in 2024? 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
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 arrow4223 DUVAL DRIVEJACKSONVILLE BEACHFL ZIP+4right arrow32250
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 2024, 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
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
2358 RIVERSIDE AVE 105
JACKSONVILLE,FL32204
HELEN A DUBOW V PRES-EX ADMIN
0.00
0 0 0
4223 DUVAL DRIVE
JACKSONVILLE BEACH,FL32250
MICHAEL DUBOW V. PRES-TRUSTEE
1.00
0 0 0
4223 DUVAL DRIVE
JACKSONVILLE BEACH,FL32250
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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
26,883,893
b
Average of monthly cash balances.......................
1b
1,364,329
c
Fair market value of all other assets (see instructions)................
1c
28,192
d
Total (add lines 1a, b, and c).........................
1d
28,276,414
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
28,276,414
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
424,146
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
27,852,268
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,392,613
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
1,392,613
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
35,932
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
35,932
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,356,681
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,356,681
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
1,356,681
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
1,780,748
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
1,780,748
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,356,681
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 681,061
b From 2020...... 272,650
c From 2021...... 562,417
d From 2022...... 392,479
e From 2023...... 73,579
f Total of lines 3a through e ........ 1,982,186
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,780,748
a Applied to 2023, 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 2024 distributable amount..... 1,356,681
e Remaining amount distributed out of corpus 424,067
5 Excess distributions carryover applied to 2024. 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 2,406,253
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
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 2019 not
applied on line 5 or line 7 (see instructions) ...
681,061
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
1,725,192
10 Analysis of line 9:
a Excess from 2020.... 272,650
b Excess from 2021.... 562,417
c Excess from 2022.... 392,479
d Excess from 2023.... 73,579
e Excess from 2024.... 424,067
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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 CANCER SOCIETY

1430 PRUDENTIAL DRIVE
JACKSONVILLE,FL32207
N/A PC HEALTH SERVICES 2,500

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

BEAM

850 6TH AVENUE S SUITE 400
JACKSONVILLE BEACH,FL32250
N/A PC COMMUNITY SERVICE 473

BETH EL-THE BEACHES SYNAGOGUE

288 N ROSCOE BLVD
PONTE VEDRA BEACH,FL32082
N/A PC RELIGIOUS 5,103

CENTER FOR CENTRAL AMERICAN EMPOWERMENT

7204 HANSON DRIVE S
JACKSONVILLE,FL32210
N/A PC CENTRAL AMERICAN CAUSES 15,000

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

532 RIVERSIDE AVE SUITE 3-OH
JACKSONVILLE,FL32202
N/A PC EDUCATION 69,500

COMMUNITY HOSPICE OF NE FL

4266 SUNBEAM ROAD
JACKSONVILLE,FL32257
N/A PC MEDICAL SERVICES 64,520

CUMMER MUSEUM OF ART

829 RIVERSIDE AVE
JACKSONVILLE,FL32204
N/A PC PRESERVATION OF THE ARTS 10,000

FIRST COAST NO MORE HOMELESS PETS

464 CASSAT AVENUE
JACKSONVILLE,FL32254
N/A PC VETERINARY CARE 25,000

FLORIDA THEATRE

128 EAST FORSYTH STREET 300
JACKSONVILLE,FL32202
N/A PC SUPPORT OF PERFORMING ARTS 3,000

GENERATION W

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

GREENWOOD SCHOOL

9920 REGENCY SQUARE BLVD
JACKSONVILLE,FL32225
N/A PC EDUCATION 5,000

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 12,500

JACKSONVILLE HUMANE SOCIETY

8464 BEACH BLVD
JACKSONVILLE,FL32216
N/A PC ANIMAL SERVICES 1,000

JACKSONVILLE JEWISH CENTER

3662 CROWN POINT ROAD
JACKSONVILLE,FL32257
N/A PC RELIGIOUS 233,623

JACKSONVILLE PUBLIC EDUCATION FUND

40 EAST ADAMS STREET SUITE 110
JACKSONVILLE,FL32202
N/A PC EDUCATION 12,500

JACKSONVILLE SYMPHONY ASSOCIATION

300 WEST WATER STREET STE 200
JACKSONVILLE,FL32202
N/A PC SUPPORT OF THE ARTS 133,333

JACKSONVILLE UNIV

2800 UNIVERSITY BLVD NORTH
JACKSONVILLE,FL32211
N/A PC SUPPORT EDUCATION 12,500

JAXTHRIVE

380 CLEARWATER DR
PONTE VEDRA,FL32082
N/A PC EDUCATION FOR REFUGEE CHILDREN 258

JAY FUND FNDTN

P O BOX 50798
JACKSONVILLE BEACH,FL32240
N/A PC CHILDREN'S SERVICES 35,200

JEWISH EDUCATIONAL LOAN FUND

6065 ROSWELL ROAD SUITE 740
SANDY SPRINGS,GA30328
N/A PC EDUCATIONAL ASSISTANCE 12,500

JEWISH FEDERATION AND FOUNDATION OF NORTHEAST FLORIDA

8505 SAN JOSE BLVD
JACKSONVILLE,FL32217
N/A PC JEWISH CAUSES 300,250

JIM AND TABITHA FURYK FOUNDATION

5716 ST AUGUSTINE ROAD
JACKSONVILLE,FL32207
N/A PF COMMUNITY SERVICES 10,500

LEVEL THE PLAYING FIELD LEADERSHIP ACADEMY

34 W FORSYTH STREET
JACKSONVILLE,FL32202
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 4,000

MUSEUM OF SCIENCE & HISTORY

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

NATIONAL COUNCIL OF JEWISH WOMEN

2055 L ST NW SUITE 650
WASHINGTON,DC20036
N/A PC IMPROVING THE QUALITY OF LIFE FOR WOMEN, CHILDREN AND FAMILIES 360

NEMOURS CHILDREN'S HEALTH

807 CHILDRENS WAY
JACKSONVILLE,FL32207
N/A PC CHILDREN'S HEALTH 12,500

NONPROFIT CENTER OF NE FL

40 EAST ADAMS STREET SUITE 100
JACKSONVILLE,FL32202
N/A PC EDUCATION AND SUPPORT FOR THE NONPROFIT SECTOR 5,000

NORTH FLORIDA SCHOOL

223 MILL CREEK ROAD
JACKSONVILLE,FL32211
N/A PC EDUCATION 34,420

ONEJAX

100 FESTIVAL PARK AVE
JACKSONVILLE,FL32202
N/A PC RELIGIOUS 5,000

RAMAH DAROM

6400 POWERS FERRY RD NW STE 215
ATLANTA,GA30339
N/A PC SUPPORT JEWISH CAUSES 8,333

READ USA INC

4019 BOULEVARD CENTER DRIVE
JACKSONVIILE,FL32207
N/A PC MULTICULTURAL LITERACY PROGRAMMING AND DEVELOPMENT 20,000

RIVER GARDEN FOUNDATION

11401 OLD ST AUGUSTINE RD
JACKSONVILLE,FL32258
N/A PC COMMUNITY SERVICE 12,800

SHALVA

P O BOX 46375
CHICAGO,IL606460375
N/A PC JEWISH CAUSES 500

STRONGER THAN STIGMA

9672 WEXFORD ROAD
JACKSONVILLE,FL32257
N/A PC MENTAL HEALTH SERVICES 2,500

THE ARC JACKSONVILLE

1050 NORTH DAVIS STREET
JACKSONVILLE,FL32209
N/A PC COMMUNITY SERVICE / EDUCATION 1,500

THE LJD JEWISH FAMILY & COMMUNITY SERVICES

8540 BAYCENTER ROAD
JACKSONVILLE,FL32256
N/A PC PROVIDE QUALITY SOCIAL AND COMMUNITY SERVICES 49,653

THE OREN MARGOL FOUNDATION

12963 BIGGER CHURCH ROAD SOUTH
JACKSONVILLE,FL32224
N/A PC COMMUNITY SERVICES 6,000

THE SCHECHTER INSTITUTES INC

BOX 3566/P O BOX 8500
PHILADELPHIA,PA19178
N/A PC JEWISH CAUSES 16,100

TULANE UNIVERSITY

P O BOX 61075
NEW ORLEANS,LA70161
N/A PC EDUCATION 150,570

UNITED WAY OF NORTHEAST FLA

P O BOX 864228
ORLANDO,FL328864228
N/A PC COMMUNITY SERVICES 30,000

UNIVERSITY OF FLORIDA HILLEL

2020 W UNIVERSITY AVENUE
GAINESVILLE,FL32603
N/A PC EDUCATION 10,000

UNIVERSITY OF NORTH FLORIDA

1 UNF DR
JACKSONVILLE,FL32224
N/A PC EDUCATIONAL 10,000

WOLFSON CHILDREN'S HOSPITAL

841 PRUDENTIAL DRIVE SUITE 1300
JACKSONVILLE,FL32207
N/A PC CHILDREN'S HEALTH SERVICES 101,858
Total .................................right arrow 3a 1,624,687
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ...........
    14 202,507  
4 Dividends and interest from securities ....     14 352,272  
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 29,626  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 2,029,731  
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 2,614,136 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,614,136
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
DUBOW FAMILY FOUNDATION INC
EIN:
59-2981682
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 100,063 33,355   66,708

TY 2024 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 36,375
AMERICAN TOWER CORPORATION NOTES 3/15/30 177,298 178,364
AUTOZONE, INC NTS 7/15/29 75,427 77,239
BANK OF AMERICA CORPORATION MT US06051GFL86 DUE 10/22/2026 163,014 150,080
CANADIAN IMPERIAL BANK 100,006 98,910
CAPITAL IMPACT PARTNERS MTN PA 30,006 30,050
CARRIER GLOBAL CORPORATION NTS 131,331 122,303
CITIGROUP INC. MTN ISIN US1729 DUE 12/31/2027 103,256 95,875
DELL INTERNALTIONAL LLC AND EMC CORPORATION NTS 198,676 199,582
ENERGY TRANSFER LP NTS 151,426 154,704
GENUINE PARTS CO NTS OID 100,498 102,081
GOLDMAN SACHS GROUP INC MTN 100,006 101,566
GOLUB CAP BDC INC NTS 35,756 34,268
HEWLETT PACKARD ENTERPRISE COMPANY NTS 100,996 100,604
JEFFERIES FINANCIAL GROUP INC NTS 99,344 104,253
JPMORGAN CHASE & CO. MTN ISIN US48128GU248 DUE 12/23/2028 100,356 93,264
KINDER MORGAN, INC. NTS 65,534 64,258
MASCO CORPORATION NTS 14,567 14,038
MCDONALD'S CORPORATION MTN ISIN US58013MFJ80 52,453 47,336
MOHAWK INDUSTRIES, INC NTS 129,290 130,620
NEXTERA ENERGY CAPITAL HLDGS 101,252 97,698
ORACLE CORPORATION NTS 106,245 98,606
O'REILLY AUTOMOTIVE INC NTS 151,626 150,165
OTIS WORLDWIDE 115,045 107,088
PACIFICORP, 1ST MTG 103,352 103,740
PHILLIPS 66 CO. NTS 101,291 103,581
PRUDENTIAL FINANCIAL INC. 55,006 55,569
RAYTHEON TECHNOLOGIES CORPORATION NTS 74,369 75,174
ROPER TECHNOLOGIES INC NTS 99,788 94,763
ROSS STORES INC NTS 99,904 100,526
RPM INTERNATIONAL INC NTS 99,334 100,507
RYDER SYSTEM, INC. MTN 100,048 103,514
THE ALLSTATE CORPORATION NTS I US020002BD26 DUE 12/15/2026 107,756 98,905
THE BOEING COMPANY NTS 31,371 29,899
THE BOEING COMPANY NTS 101,426 99,042
THE DOW CHEMICAL COMPANY MTN 99,796 100,069
THE DOW CHEMICAL COMPANY MTN 135,006 135,062
THE KROGER CO. NTS 162,613 167,039
THE TORONTO-DOMINION BANK MTN 100,312 100,211
TOYOTA MOTOR CREDIT CORP MTN 101,014 103,697
TRANSCONTINENTAL GAS PIPELINE CORPORATION 78,644 77,333
VALERO ENERGY CORPORATION 100,459 95,913
WILLIAMS COMPANIES INC. (THE) NTS 150,045 150,789
AMERICAN HOMES 4 RENT LP NTS 126,362 127,298

TY 2024 InvestmentsCorpStockSchedule
Name:
DUBOW FAMILY FOUNDATION INC
EIN:
59-2981682
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC SHS 42,973 48,602
ADVANCED DRAIN SYSTEMS 2,330 2,879
AFFILIATED MANAGERS GROUP 7,041 11,916
AGNICO EAGLE MINES LTD 10,683 23,788
ALPHABET INC CL A 35,584 532,275
ALPHABET INC CL A 54,283 170,328
ALPHABET INC CL A 40,294 124,552
ALPHABET INC CL C 53,228 128,118
AMAZON COM INC COM 38,760 92,516
AMAZON COM INCORPORATED 252,229 343,500
AMERICAN TOWER CORPORATION NEW REIT 98,338 275,198
AMPHENOL CORP CL A NEW 30,809 63,248
APPLE INC 63,834 212,640
APPLE INCORPORATED 121,935 139,284
APTARGROUP INC 7,739 14,206
ARAMARK SHS 7,967 13,454
AVERY DENNISON CORP 13,145 12,187
BALL CORP COM 2,289 2,527
BANK NEW YORK MELLON 40,570 48,893
BANK OF AMERICA CORP PFD NON-CUMULATIVE 4% 115,665 103,250
BENTLEY SYS INC 3,584 4,786
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 147,035 603,576
BIO TECHNE CORP COM STK 7,384 8,686
BLACKBAUD INC 6,115 7,071
BLACKROCK INC 39,748 65,374
BLACKSTONE GROUP INCORPORATED 34,781 142,262
BLACKSTONE GROUP INCORPORATED 36,438 80,558
BLACKSTONE REAL ESTATE INCOME TRUST INC CLASS I ADVISORY CLASS 141,577 151,441
BLUE OWL CREDIT INCOME CORP 150,000 150,637
BLUE OWL REAL ESTATE 101,144 102,169
BOOZ ALLEN HAMILTON HLDG CLASS A 13,799 14,460
BOSTON SCIENTIFIC 41,195 83,451
BROADCOM LTD 32,461 94,273
BROWN & BROWN INC FLA 1,426 3,005
BURLINGTON STORES INC 9,379 17,441
BWX TECHNOLOGIES INCORPORATED 120,500 324,080
CACI INTL INC CL A 12,026 21,108
CARLISLE COS INC 9,649 28,170
CARRIER GLOBAL CORPORATION 54,569 208,640
CASEYS GEN STORES 8,241 17,803
CENCORA INC 31,972 39,367
CHOICE HOTELS INTL NEW 9,617 12,436
CISCO SYSTEMS INCORPORATED 111,040 276,360
COLUMBIA BKG SYS INC 1,976 2,784
COLUMBIA SPORTSWEAR CO 7,339 5,405
COMM SERVICES SELECT SECTOR 73,429 177,221
CONOCOPHILLIPS 29,046 37,411
CONSUMER DISCRETIONARY SPDR 101,247 180,525
CORNING INCORORATED 159,295 234,605
COSTCO WHOLESALE CRP DEL PER ADVISORY AGREEMENT. EXECUTED 100% AGENCY PRICE 23,118 67,919
CPG CARLYLE FUND, LLC WHEN ISSUED 221,279 243,102
DANAHER CORP DEL 30,181 204,791
DICKS SPORTING GOODS INC 2,658 2,554
DISNEY (WALT) CO COM STK 54,851 118,380
DOLBY LABORATORIES INC CL A 17,140 15,268
DUPONT DE NEMOURS INCORPORATED 102,387 115,380
ELI LILLY & CO 43,756 62,269
ENERGY RECOVERY INCORPORATED 97,510 113,680
ENOVIX CORPORATION 66,088 38,480
ENTERGY CORP NEW 28,788 38,495
ENVISTA HOLDINGS CORP REG 11,359 7,455
EQT CORPORATION 172,622 181,440
EXXON MOBIL CORP COM 170,328 194,293
EXXON MOBIL CORP COM 82,232 83,203
FACTSET RESH SYS INC 1,130 4,480
FERRARI NV 24,885 39,608
FIDELITY MSCI UTILITIES INDEX 12,332 14,339
FIRST TR NASDAQ CYBERSECURITY ETF 35,237 35,765
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 492,750 605,597
FTI CONSULTING INCORPORATED 6,417 6,240
GE HEALTHCARE TECHNOLOGIES 167,187 162,206
GLOBAL X FUNDS SHS US INFRASTRUCTURE DEVFUND ETF 24,264 38,882
GLOBAL X URANIUM EFT 100,130 126,606
GODADDY INC SHS 13,114 20,615
GOLDMAN SACHS GROUP 127,157 298,100
GOLDMAN SACHS GROUP INC 43,995 46,951
GOLDMAN SACHS GROUP, INCORPORATED. PFD A 1/1000 115,944 109,400
GRACO 1,181 6,575
HEALTH CARE SELECT SPDR 77,643 104,859
HEICO CORP. CLASS A 60,464 229,697
HEICO CORPORATION NEW CLASS A 50,226 554,335
HEWLETT PACKARD ENTERPRISE COMPANY 204,077 225,700
HILTON WORLDWIDE HOLDINGS INC REG 10,643 31,471
HOME DEPOT INC 180,625 203,385
HOME DEPOT INC 29,263 42,304
HOWMET AEROSPACE INC 15,496 43,699
HUNT J B TRANS SVCS INC 5,171 7,974
IDEX CORE DELAWARE COM 5,265 8,554
IDIRECT PRIVATE MARKETS FUND 224,222 310,223
INSIGHT ENTERPRISES INC 7,040 5,857
INTERCONTINENTAL 41,714 48,565
INVESCO AEROSPACE AND DEFENSE ETF 29,368 38,916
INVESCO KBW BANK ETF 23,637 33,553
IRONWOOD INSTITUTIONAL MULTI-STRATEGY FUND LLC WHEN ISSUED 287,651 317,205
ISHARES BIOTECHNOLOGY ETF 24,476 28,888
ISHARES BITCOIN TRUST ETF 100,051 109,425
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 623,253 614,332
ISHARES TR CORE MSCI EAF ETF 147,463 180,768
ISHARES TR U S INFRASTRUCTURE ETF 12,726 15,034
ISHARES U.S. HOME CONSTRUCTION ETF 27,602 26,900
JACK HENRY & ASSOCIATES INC 4,886 7,183
JACOBS SOLUTIONS INC REG 5,864 6,142
JOHNSON & JOHNSON 123,371 318,906
JOHNSON CONTROLS INTER 30,989 43,290
JONES LANG LASALLE INC 8,078 14,973
JP MORGAN CHASE 36,291 109,415
JP MORGAN CHASE 125,363 602,840
KINSALE CAPITAL GROUP 3,584 4,575
KIRBY CORP COM 5,132 8,651
KKR INFRASTRUCTURE CONGLOMERATE LLC 101,062 101,612
LANDSTAR SYS INC COM 5,647 5,823
LENNOX INTL INC 5,857 15,062
LIVE NATION ENT INC 27,296 32,133
LKQ CORP 14,682 11,026
MANHATTAN ASSOCS INC 5,533 10,987
MARKEL CORP COM 7,701 17,632
MARTIN MARIETTA MATLS 42,999 45,614
META PLATFORMS INCORPORATED CLASS A 58,097 59,096
META PLATFORMS INCORPORATED CLASS A 108,375 147,740
MICROSOFT CORP 72,839 249,291
MICROSOFT CORP 109,795 557,359
MICROSOFT CORP 22,538 50,669
MORNINGSTAR INC 11,195 17,320
NETFLIX COM INC 23,967 71,287
NEXTERA ENERGY 80,696 288,200
NINTENDO LIMITED UNSPON ADS (JAPAN) 168,110 362,608
NORDSON CORP 4,561 8,328
NVIDIA 23,068 206,577
ORACLE CORPORATION 167,635 361,808
PACER DATA AND INFRA REAL ESTATE ETF 2,915 3,227
PALO ALTO NETWORKS INCORPORATED 19,297 43,248
PARKER HANNIFIN CORP 29,073 82,010
PARSONS CORP DEL 3,043 3,044
PARTNERS GROUP PRIVATE EQUITY MASTER FUND LLC CLASS I 184,036 263,611
PFIZER INC. 156,669 185,700
POOL CORPORATION 6,156 7,457
PRINCIPAL SPECTRUM PREFERRED AND CPTL SECS 100,000 88,873
PROCTOR & GAMBLE 48,915 48,054
PROGRESSIVE CORPORATION OHIO 17,970 40,271
PROSPERITY BANCSHARES 5,172 5,254
QUALCOMM INC 132,015 241,095
REAL ESTATE SELECT SECTOR SPDR 26,611 30,167
ROPER TECHNOLOGIES INCORPORATED 227,039 473,679
ROSS STORES INC 46,141 53,272
RPM INTERNATIONAL INC 9,323 16,165
S&P GLOBAL INC 52,512 69,103
SAIA INC 5,881 5,929
SCHLUMBERGER LTD 180,558 147,360
SEI INVT CO PA PV 9,222 15,714
SERVICE CORP INTL 3,279 6,261
SIMPSON MFG DEL PV $0.01 5,425 6,116
SOUTHERN COMPANY 157,721 166,140
SPDR ENERGY SELECT SECTOR FUND 85,185 135,585
SPDR GOLD TRUST 100,092 130,091
SPDR S&P BIOTECH ETF 131,382 134,775
SPDR US FINANCIAL SECTOR ETF 72,085 134,219
SECTOR SPDR ENERGY 18,998 21,694
TELEFLEX INC 18,881 11,756
TESLA INC 17,563 31,718
THERMO FISHER SCIENTIFIC 4,268 4,434
TRANSUNION 8,393 12,730
TRIMBLE INC 19,032 25,539
TYLER TECHS INC 4,358 6,755
ULTA BEAUTY INC 3,721 6,898
UMH PPTYS 103,336 94,140
UNION PACIFIC CORP 29,333 37,113
VANECK SEMICONDUCTOR ETF 127,693 205,816
VANGUARD CONSUMER STAPLES ETF 52,094 69,232
VANGUARD INDUSTRIAL ETF 32,844 77,780
VANGUARD INFORMATION TECH ETF 118,104 404,272
VANGUARD MATERIALS ETF 10,936 17,502
VERALTO CORPORATION 175,633 245,299
VERALTO CORPORATION 5,392 41,414
VISA INC CL A SHRS 37,542 72,115
W R BERKLEY CORP 9,966 22,582
WALMART INCORPORATED 129,280 290,940
WALMART INCORPORATED 28,608 86,021
WASTE CONNECTIONS INCORPORATED (CANADA) 115,336 480,506
WELLTOWER INC 23,909 48,801
WEX INC. 9,891 13,023
WSTN DIGITAL CORP DEL 30,797 63,951
KKR & COMPANY INCORPORATED 180,077 181,337
MILLROSE PPTYS INCORPORATED COM CLASS A 133,763 211,860
PENN ENTERTAINMENT INCORPORATED 100,613 101,150
SENTINELONE INCORPORATED CLASS A (S) 135,163 132,020
RMB MENDON FINANCIAL SERVICES FUND CL I N/L 100,000 113,875
VERIZON COMMUNICATIONS COM 47,391 48,609

TY 2024 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 163,079 163,079
HG VORA SPECIAL OPPORTUNITIES FUND, LTD AT COST 306,528 258,145
ISRAELI BONDS AT COST 25,000 25,000
NFP CONTINUATION PARTNERS PARALLEL, LP AT COST 337,037 432,088

TY 2024 LegalFeesSchedule
Name:
DUBOW FAMILY FOUNDATION INC
EIN:
59-2981682
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ANNUAL FILING FEE 190 133   57


TY 2024 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
INVESTMENT MANAGEMENT EXPENSE 88,299 88,299   0
MISCELLANEOUS ADMIN EXPENSES 944 0   944


TY 2024 OtherIncomeSchedule2
Name:
DUBOW FAMILY FOUNDATION INC
EIN:
59-2981682
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
HG VORA 29,047 29,047 29,047
CARLYLE BUYOUT VII (OFF) LP 579 579 579


TY 2024 TaxesSchedule
Name:
DUBOW FAMILY FOUNDATION INC
EIN:
59-2981682
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 989 989   0
EXCISE TAX 20,000 0   0