DUBNER FAMILY FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
DUBNER FAMILY FOUNDATION INC (EIN 20-3984549)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-08-04
IRS object ID
202402179349100100
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-08-04T08:57:04-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN471589057PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Ferraro & Ferraro CPAs PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13601 SE Ocean Blvd 005AddressLine1Txt
CityStuartCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34996ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203984549EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DUBNER FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDUBNBusinessNameControlTxt
Phone7722835001PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 45AddressLine1Txt
CitySTUARTCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34995ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLESLIE D STRUPPPersonNm
Person TitlePresidentPersonTitleTxt
Signature2024-08-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRANK A FERRARO CPAPreparerPersonNm
PTINP00146355PTIN
Phone7722835001PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,169,593FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$109,123DividendsRevAndExpnssAmt
Dividends Net Invst Incm$109,123DividendsNetInvstIncmAmt
Dividends Adj Net Incm$109,123DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$6,618NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$230,720GrossSalesPriceAmt
Other Income Net Invst Incm$30,036OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$102,505TotalRevAndExpnssAmt
Total Net Invst Incm$139,159TotalNetInvstIncmAmt
Total Adj Net Incm$109,123TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$45,000CompOfcrDirTrstRevAndExpnssAmt
Other Expenses Rev And Expnss$20,648OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$16,974OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$65,648TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$16,974TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$278,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$278,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$343,648TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$16,974TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$278,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$241,143ExcessRevenueOverExpensesAmt
Net Investment Income$122,185NetInvestmentIncomeAmt
Adjusted Net Income$109,123AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$127,430CashBOYAmt
Cash EOY$504,112CashEOYAmt
Cash EOYFMV$504,112CashEOYFMVAmt
Corporate Stock BOY$2,599,431CorporateStockBOYAmt
Corporate Stock EOY$2,412,093CorporateStockEOYAmt
Corporate Stock EOYFMV$3,234,468CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,065,441CorporateBondsBOYAmt
Corporate Bonds EOY$1,010,252CorporateBondsEOYAmt
Corporate Bonds EOYFMV$990,772CorporateBondsEOYFMVAmt
Other Investments BOY$1,572,253OtherInvestmentsBOYAmt
Other Investments EOY$1,196,955OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,440,241OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,364,555TotalAssetsBOYAmt
Total Assets EOY$5,123,412TotalAssetsEOYAmt
Total Assets EOYFMV$6,169,593TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$5,364,555RetainedEarningBOYAmt
Retained Earning EOY$5,123,412RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,364,555TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,123,412TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,364,555TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,123,412TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,364,555TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$241,143ExcessRevenueOverExpensesAmt
Subtotal$5,123,412SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,123,412TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
7,134 ISHARES IBONDS DEC 23P2020-07-212023-12-22$180,720$187,338-$6,618-$6,618
50,000 TOLL BROS FINANCAP2016-10-302023-04-17$50,000$50,000
FieldValueIRS element (for citing)
Capital Gain Net Income-$6,618CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,698InvestmentIncomeExciseTaxAmt
Subtotal$1,698SubtotalAmt
Tax Based On Investment Income$1,698TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,191EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,191TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$18EsPenaltyAmt
Tax Due$525TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1FRANK A FERRARO CPABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7722835001PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13601 SE OCEAN BLVD STE 005AddressLine1Txt
CitySTUARTCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34996ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
MICHAEL STRUPP
900 BISCAYNE BLVD APT 3708MIAMIFL33132Vice President1.00$0
LAUREN STRUPP
6302 BARNESDALE PATHCENTERVILLEVA20120Vice President3.00$45,000
LESLIE D STRUPP
5821 RIDINGS MANOR PLACECENTREVILLEVA20120President1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,838,558AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$147,159AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,985,717TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$5,985,717AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$89,786CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,895,931NetVlNoncharitableAssetsAmt
Minimum Investment Return$294,797MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$294,797MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,698TaxBasedOnInvestmentIncomeAmt
Total Tax$1,698TotalTaxAmt
Distributable Before Adj$293,099DistributableBeforeAdjAmt
Distributable Before Ded$293,099DistributableBeforeDedAmt
Distributable As Adjusted$293,099DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$278,000ExpensesAndContributionsAmt
Qualifying Distributions$278,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$293,099DistributableAsAdjustedAmt
Undistributed Income PY$128,577UndistributedIncomePYAmt
Qualifying Distributions$278,000QualifyingDistributionsAmt
Applied To Year1$128,577AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$149,423AppliedToCurrentYearAmt
Undistributed Income CY$143,676UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLESLIE D STRUPPRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line15821 RIDINGS MANOR PLACEAddressLine1Txt
CityCENTREVILLECityNm
State AbbreviationVAStateAbbreviationCd
ZIP20120ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7034711152RecipientPhoneNum
Form And Info And MaterialsLETTERFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FOOD FRIENDS
219 RIGGS ROAD NEWASHINGTONDC20011NONE501(c)UNLIMITED USE$45,000
SHES THE FIRST
PO BOX 20483 COLUMBUS CIR STATIONNEW YORKNY10023NONE501(c)UNLIMITED USE$10,000
ST JUDE CHILDREN'S RESEARCH
501 ST JUDE PLACEMEMPHISTN38105NONE501(c)UNLIMITED USE$20,000
GUIDING EYES FOR THE BLIND
611 GRANITE SPRINGS ROADYORKTOWN HEIGHTSNY10598NONE501(c)UNLIMITED USE$65,000
HUMANE SOCIETY OF FAIRFAX CO
4057 CHAIN BRIDGE ROADFAIRFAXVA22030NONE501(C)UNLIMITED USE$1,000
FEEDING AMERICA
35 E WACKER DR STE 2000CHICAGOIL60601NONE501(c)UNLIMITED$20,000
TREASURE COAST FOOD BANK
401 ANGLE ROADFORT PIERCEFL34947NONE501(c)UNLIMITED USE$10,000
THE CHILDREN'S INN AT NIH
7 WEST DRIVEBETHESDAMD20814NONE501(c)UNLIMITED USE$5,000
BOREDOM BUSTERS INC
13700 ROSETREE CTCHANTILLYVA20151NONE501(c)UNLIMITED USE$60,000
SHRINERS HOSPITAL FOR CHILDREN
2900 ROCKY POINT DRTAMPAFL33607NONE501(c)UNLIMITED$10,000
HIBISCUS CHILDREN'S CENTER
PO BOX 1406JENSEN BEACHFL34958NONE501(c)UNLIMITED$10,000
BE THE MATCH
500 N 5TH STMINNEAPOLISMN55401NONE501(c)UNLIMITED$5,000
LUSTGARTEN FOUNDATION
415 CROSSWAYS PARK DR DWOODBURYNY11797NONE501(C)UNLIMITED$5,000
CHERRY DUNN KIDNEY FUND
8545 SHADOW COURTCORAL SPRINGSFL33071NONE501(C)UNLIMITED$5,000
NO KID HUNGRY
1030 15TH ST NWWASHINGTONDC20005NONE501(C)UNLIMITED$7,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$278,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$109,123ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$6,618RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$109,123ExclusionAmt
Related Or Exempt Function Incm-$6,618RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$102,505TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
INVESTMENT MANAGEMENT FEES-0714$16,974$16,974
PAYROLL TAX$3,674

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