DUBNER FAMILY FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
DUBNER FAMILY FOUNDATION INC (EIN 20-3984549)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-13
IRS object ID
201401339349102670
Schema version
2013v3.1
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)
Return2014-05-13T15:53:30-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Frank A Ferraro PA CPABusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13601 SE Ocean Blvd 005AddressLine1
CityStuartCity
StateFLState
ZIP Code34996ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203984549EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DUBNER FAMILY FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlDUBNBusinessNameControlTxt
Phone5614888773PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17555 MANDARIN DRIVEAddressLine1
CityBOCA RATONCity
StateFLState
ZIP Code33433ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRADLEY A DUBNERPersonNm
Person TitleVICE PRESPersonTitleTxt
Signature2014-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRANK A FERRARO CPAPreparerPersonNm
PTINP00146355PTIN
Phone7722835001PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,340,225FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$58InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$58InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$58InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$49,075DividendsRevAndExpnssAmt
Dividends Net Invst Incm$49,075DividendsNetInvstIncmAmt
Dividends Adj Net Incm$49,075DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$4,683NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$335,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,683CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$655NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$53,816TotalRevAndExpnssAmt
Total Net Invst Incm$53,816TotalNetInvstIncmAmt
Total Adj Net Incm$49,788TotalAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$71,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$71,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$71,000TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$71,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$17,184ExcessRevenueOverExpensesAmt
Net Investment Income$53,816NetInvestmentIncomeAmt
Adjusted Net Income$49,788AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$544,401CashBOYAmt
Cash EOY$539,148CashEOYAmt
Cash EOYFMV$539,149CashEOYFMVAmt
Corporate Stock BOY$494,337CorporateStockBOYAmt
Corporate Stock EOY$550,566CorporateStockEOYAmt
Corporate Stock EOYFMV$420,470CorporateStockEOYFMVAmt
Corporate Bonds BOY$282,181CorporateBondsBOYAmt
Corporate Bonds EOY$199,021CorporateBondsEOYAmt
Corporate Bonds EOYFMV$380,606CorporateBondsEOYFMVAmt
Other Investments BOY$35,000OtherInvestmentsBOYAmt
Other Investments EOY$50,000OtherInvestmentsEOYAmt
Total Assets BOY$1,355,919TotalAssetsBOYAmt
Total Assets EOY$1,338,735TotalAssetsEOYAmt
Total Assets EOYFMV$1,340,225TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,355,919RetainedEarningBOYAmt
Retained Earning EOY$1,338,735RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,355,919TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,338,735TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,355,919TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,338,735TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,355,919TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$17,184ExcessRevenueOverExpensesAmt
Subtotal$1,338,735SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,338,735TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1,500 GMAC LLC 7.3% 03-09-31P2013-06-242013-11-08$37,500$36,845$655$655
75,000 AMEX 5.500 13AP16P2009-05-262013-04-16$75,000$72,452$2,548$2,548
2,000 BANK OF AMERICA CORP 8.625 NON CUMP2008-04-222013-05-28$50,000$50,000
2,000 BANK OF AMERICA CORP 8.20 NON CUMP2008-05-202013-05-01$50,000$50,000
1,500 GMAC LLC 7.3% 03-09-31P2011-05-172013-11-08$37,500$36,020$1,480$1,480
35,000 MS CONT CPN 7.5 22SP29P2010-09-242013-09-30$35,000$35,000
50,000 MS STEP UP 20SP22P2010-09-172013-09-23$50,000$50,000
FieldValueIRS element (for citing)
Capital Gain Net Income$4,683CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$655NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$56,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,404,358NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.03988DistributionYr1Rt
Adjusted Qlfy Distri Yr2$54,500AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,389,974NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.03921DistributionYr2Rt
Adjusted Qlfy Distri Yr3$53,245AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,349,591NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.03945DistributionYr3Rt
Adjusted Qlfy Distri Yr4$50,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$936,941NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.05390DistributionYr4Rt
Adjusted Qlfy Distri Yr5$40,500AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$946,175NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.04280DistributionYr5Rt
Total Distribution0.21524TotalDistributionRt
Average Distribution0.04305AverageDistributionRt
Net Vl Noncharitable Assets$1,415,991NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$60,956AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$538NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$61,494AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$71,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$538InvestmentIncomeExciseTaxAmt
Subtotal$538SubtotalAmt
Tax Based On Investment Income$538TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$12EsPenaltyAmt
Tax Due$550TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
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 FERRAROBusinessNameLine1
FieldValueIRS element (for citing)
Phone7722835001PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13601 SE OCEAN BLVD STE 005AddressLine1
CitySTUARTCity
StateFLState
ZIP Code34996ZIPCode
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ANNETTE DUBNER
7555 MANDARIN DRIVEBOCA RATONFL33433President0.00$0
BRADLEY A DUBNER
12994 170TH ROAD NORTHJUPITERFL33478VICE PRES0.00$0
LESLIE D STRUPP
13703 ROSETREE COURTCHANTILLYVA20151VICE PRES0.00$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$867,355AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$570,199AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,437,554TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,437,554AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,563CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,415,991NetVlNoncharitableAssetsAmt
Minimum Investment Return$70,800MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$70,800MinimumInvestmentReturnAmt
Tax Based On Investment Income$538TaxBasedOnInvestmentIncomeAmt
Total Tax$538TotalTaxAmt
Distributable Before Adj$70,262DistributableBeforeAdjAmt
Distributable Before Ded$70,262DistributableBeforeDedAmt
Distributable As Adjusted$70,262DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$71,000ExpensesAndContributionsAmt
Qualifying Distributions$71,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$538PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$70,462AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$70,262DistributableAsAdjustedAmt
Undistributed Income PY$68,971UndistributedIncomePYAmt
Qualifying Distributions$71,000QualifyingDistributionsAmt
Applied To Year1$68,971AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,029AppliedToCurrentYearAmt
Undistributed Income CY$68,233UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonANNETTE DUBNERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line17555 MANDARIN DRIVEAddressLine1
CityBOCA RATONCity
StateFLState
ZIP Code33433ZIPCode
FieldValueIRS element (for citing)
Recipient Phone5614888773RecipientPhoneNum
Form And Info And MaterialsLETTERFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE LOVE DOCTORS CHARITIES
PO BOX 880862PORT SAINT LUCIEFL34988NONE501(c)UNLIMITED USE$10,000
BUSH WILDLIFE SANCTUARY
2500 JUPITER PARK DRJUPITERFL33458NONE501(c)UNLIMITED USE$10,000
MAKE A WISH FOUNDATION
4491 S STATE ROAD 7 SUITE 201FT LAUDERDALEFL33314NONE501(c)UNLIMITED USE$5,000
MARINE TOYS FOR TOTS FOUNDATION
18251 QUANTICO GATEWAY DRTRIANGLEVA22172NONE501(c)UNLIMITED USE$2,000
VINCEREMOS THERAPEUTIC RIDING CENTE
13300 SIXTH COURT NORTHLOXAHATCHEEFL33470NONE501(c)UNLIMITED USE$5,000
FOOD FRIENDS
219 RIGGS ROAD NEWASHINGTONDC20011NONE501(c)UNLIMITED USE$2,000
MEMORIAL SLOAN-KETTERING CANCER CEN
1275 YORK AVENEW YORKNY10065NONE501(c)UNLIMITED USE$4,000
UNIVERSITY OF MIAMI
250 ASHE BUILDINGCORAL GABLES CAMPUSFL33124NONE501(c)UNLIMITED USE$10,000
THE RUSTY STAUB FOUNDATION
100 CORPORATE PLAZA SUITE 203PEABODYMA01960NONE501(c)UNLIMITED USE$17,000
SHES THE FIRST
PO BOX 20483 COLUMBUS CIR STATIONNEW YORKNY10023NONE501(c)UNLIMITED USE$1,000
ANIMAL WELFARE SOCIETY OF SOUTH FLO
2601 SW 27TH AVEMIAMIFL33133501(c)UNLIMITED USE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$71,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Related Or Exempt Function Incm$58RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Related Or Exempt Function Incm$49,075RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4,683RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$53,816RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$53,816TotalIncomeProducingActyAmt

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

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