DUBNER FAMILY FOUNDATION INC: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
DUBNER FAMILY FOUNDATION INC (EIN 20-3984549)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-14
IRS object ID
201201359349100320
Schema version
2011v1.2
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)
Timestamp2012-05-14T06:53:00-07:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line13601 SE Ocean Blvd 005AddressLine1
CityStuartCity
StateFLState
ZIP Code34996ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN203984549EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1DUBNER FAMILY FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlDUBNNameControl
Phone5614888773Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameBRADLEY A DUBNERName
TitleVICE PRESTitle
Date Signed2012-05-14DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameFRANK A FERRARO CPAName
Phone7722835001Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY1347306FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss51200InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm51200InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm51200InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss13187DividendsRevAndExpnss
Dividends Net Invst Incm13187DividendsNetInvstIncm
Dividends Adj Net Incm13187DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss5589NetGainSaleAssetsRevAndExpnss
Gross Sales Price530777GrossSalesPrice
Capital Gain Net Incm Net Invst Incm5589CapitalGainNetIncmNetInvstIncm
Net STCG Adj Net Incm7559NetSTCGAdjNetIncm
Total Revenue And Expenses69976TotalRevenueAndExpenses
Total Net Investment Income69976TotalNetInvestmentIncome
Total Adjusted Net Income71946TotalAdjustedNetIncome
Taxes Rev And Expnss1550TaxesRevAndExpnss
Other Expenses Rev And Expnss63OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss1613TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss54500ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps54500ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss56113TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps54500TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses13863ExcessOfRevenueOverExpenses
Net Investment Income69976NetInvestmentIncome
Adjusted Net Income71946AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY49455CashBOY
Cash EOY511082CashEOY
Cash EOYFMV511082CashEOYFMV
Investments Corp Stock BOY756695InvestmentsCorpStockBOY
Investments Corp Stock EOY501968InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV470245InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY282181InvestmentsCorpBondsBOY
Investments Corp Bonds EOY282181InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV301331InvestmentsCorpBondsEOYFMV
Investments Other BOY258037InvestmentsOtherBOY
Investments Other EOY65000InvestmentsOtherEOY
Investments Other EOYFMV64648InvestmentsOtherEOYFMV
Total Assets BOY1346368TotalAssetsBOY
Total Assets EOY1360231TotalAssetsEOY
Total Assets EOYFMV1347306TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY1346368RetainedEarningsBOY
Retained Earnings EOY1360231RetainedEarningsEOY
Total Net Assets BOY1346368TotalNetAssetsBOY
Total Net Assets EOY1360231TotalNetAssetsEOY
Total Liabilities Net Assets BOY1346368TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY1360231TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY1346368TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses13863ExcessOfRevenueOverExpenses
Subtotal1360231Subtotal
Total Net Assets Fund Balances EOY1360231TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (17 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
3000 PUBLIC STORAGE (MD)PFD 7.25%P2006-12-062011-04-26766737500016731673
3000 PUBLIC STORAGE (MD)PFD 7.25%P2006-11-132011-08-227500078005-3005-3005
1000 PUBLIC STORAGE 6.625% DEP SHS RPSTGP2007-01-042011-04-272529425000294294
1000 PUBLIC STORAGE 6.625% DEP SHS RPSTGP2007-01-042011-04-272530025000300300
1000 PUBLIC STORAGE 6.625% DEP SHS RPSTGP2007-01-042011-04-272533425000334334
335 CORTS JC PENNEY PFD 7.625%P2007-04-272011-04-2883658628-263-263
665 CORTS JC PENNEY PFD 7.625%P2007-04-272011-04-271662017127-507-507
235 CORTS JC PENNEY PFD 7.625%P2007-02-272011-04-2758736099-226-226
1265 CORTS JC PENNEY PFD 7.625%P2007-02-272011-04-263174532829-1084-1084
400 CBS CORP 6.75% PFDP2007-03-202011-04-261013610000136136
1100 CBS CORP 6.75% PFDP2007-03-202011-04-262787827500378378
2500 MORGAN STANLEY 9% P A ELKSP2011-09-242011-03-25260442500010441044
4000 MS 7% PA ELKS ON JPM DUE 6/24/11P2010-12-272011-06-24412824000012821282
2500 CITIGROUP FDG INC ELKS 10%P2010-09-242011-03-23261372500011371137
2500 CITIGROUP FDG INC ELKS 8%P2010-09-242011-03-232589825000898898
4000 CFI 9.5% PA ELKS BASED ON WFC DUE 05/25P2010-11-232011-05-25417464000017461746
4000 CFI 8% PA ELKS BASED UPON SLB DUE 05/25P2010-11-232011-05-25414524000014521452
FieldValueIRS element (for citing)
Capital Gain Net Income5589CapitalGainNetIncome
Net Short Term Capital Gain Or Loss7559NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year153245QualifyingDistributionsYear1
Noncharitable Assets Year11349591NoncharitableAssetsYear1
Distribution Ratio Year10.03945DistributionRatioYear1
Qualifying Distributions Year250500QualifyingDistributionsYear2
Noncharitable Assets Year2936941NoncharitableAssetsYear2
Distribution Ratio Year20.05390DistributionRatioYear2
Qualifying Distributions Year340500QualifyingDistributionsYear3
Noncharitable Assets Year3946175NoncharitableAssetsYear3
Distribution Ratio Year30.04280DistributionRatioYear3
Qualifying Distributions Year445000QualifyingDistributionsYear4
Noncharitable Assets Year41053654NoncharitableAssetsYear4
Distribution Ratio Year40.04271DistributionRatioYear4
Qualifying Distributions Year520000QualifyingDistributionsYear5
Noncharitable Assets Year51023195NoncharitableAssetsYear5
Distribution Ratio Year50.01955DistributionRatioYear5
Total Distribution Ratio0.19841TotalDistributionRatio
Average Distribution Ratio0.03968AverageDistributionRatio
Net Noncharitable Assets1389974NetNoncharitableAssets
Adjusted Noncharitable Assets55157AdjustedNoncharitableAssets
One Percent Net Investment Income700OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One55857AdjNonchrtblAssetsAndOnePct
Qualifying Distributions54500QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax1400InvestmentIncomeExciseTax
Subtotal1400Subtotal
Tax Based On Investment Income1400TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment775EstTaxPaymentsAndOverpayment
Total Credits And Payments775TotalCreditsAndPayments
Tax Due625TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Form990 T FiledfalseForm990TFiled
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithFLStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1FRANK A FERRAROBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number7722835001BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line13601 SE OCEAN BLVD STE 005AddressLine1
CitySTUARTCity
StateFLState
ZIP Code34996ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Excess Business HoldingsfalseExcessBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Tr Fail To Qualify As ExceptionsfalseTrFailToQualifyAsExceptions
Maint Expend ResponsibilityfalseMaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncomefalseProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
LESLIE D STRUPP
13703 ROSETREE COURTCHANTILLYVA20151VICE PRES0.000
BRADLEY A DUBNER
12994 170TH ROAD NORTHJUPITERFL33478VICE PRES0.000
ANNETTE DUBNER
7555 MANDARIN DRIVEBOCA RATONFL33433President0.000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities1047796AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances363345AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets1411141TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets1411141AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable21167CashDeemedCharitable
Net Noncharitable Assets1389974NetNoncharitableAssets
Minimum Investment Return69499MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return69499MinimumInvestmentReturn
Tax Based On Investment Income1400TaxBasedOnInvestmentIncome
Total Tax1400TotalTax
Distributable Amount Before Adj68099DistributableAmountBeforeAdj
Distributable Amount Before Ded68099DistributableAmountBeforeDed
Distributable Amount As Adjusted68099DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions54500ExpensesAndContributions
Qualifying Distributions54500QualifyingDistributions
Adj Qualifying Distributions54500AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted68099DistributableAmountAsAdjusted
Undistributed Income Prior Year51371UndistributedIncomePriorYear
Qualifying Distributions54500QualifyingDistributions
Applied To Year151371AppliedToYear1
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year3129AppliedToCurrentYear
Undistributed Income CY64970UndistributedIncomeCY

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameANNETTE DUBNERRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line17555 MANDARIN DRIVEAddressLine1
CityBOCA RATONCity
StateFLState
ZIP Code33433ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number5614888773RecipientPhoneNumber
Form And Info And MaterialsLETTERFormAndInfoAndMaterials
Submission DeadlinesNONESubmissionDeadlines
Restrictions On AwardsNONERestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
THE RUSTY STAUB FOUNDATION
292 MADISON AVENUE - 9TH FLNEW YORKNY10017NONE501(c)UNLIMITED USE$10,000
VINCEREMOS THERAPEUTIC RIDING CENTE
13300 SIXTH COURT NORTHLOXAHATCHEEFL33470NONE501(c)UNLIMITED USE$2,500
SHE'S THE FIRST
PO BOX 20483 COLUMBUS CIRC STATIONNEW YORKNY10023NONE501(c)UNLIMITED USE$3,000
SAFE HARBOR ANIMAL RECUE
185 E INDIANTOWN RD 205JUPITERFL33477NONE501(c)UNLIMITED USE$5,000
MARINE TOYS FOR TOTS FOUNDATION
18251 QUANTICO GATEWAY DRTRIANGLEVA22172NONE501(c)UNLIMITED USE$1,000
MAKE A WISH FOUNDATION
4491 S STATE ROAD 7 SUITE 201FT LAUDERDALEFL33314NONE501(c)UNLIMITED USE$1,000
BUSH WILDLIFE SANCTUARY
2500 JUPITER PARK DRJUPITERFL33458NONE501(c)UNLIMITED USE$7,000
SOME SO OTHERS MIGHT EAT
71 O STREET NWWASHINGTONDC20001NONE501(c)UNLIMITED USE$5,000
INOVA HEALTH SYSTEM FOUNDATION
8110 GATEHOUSE ROAD SUITE 200 EASTFALLS CHURCHVA22042NONE501(c)UNLIMITED USE$10,000
THE LOVE DOCTORS CHARITIES
PO BOX 880862PORT SAINT LUCIEFL34988NONE501(c)UNLIMITED USE$10,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year54500TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$51,200ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$13,187ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$5,589ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$69,976ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA69976TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (4 entries)

Name Of BondNameOfBondEOY Book ValueEOYBookValueEOYFMVEOYFMV
MORGAN STANLEY SENIOR FIXED 4%5000044917
SUNTRUST BANK 5.45%84729106541
BANK OF AMERICA CORP 6.05%7500071479
AMERICAN EXPRESS BAN 5.5%7245278394

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (10 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
GMAC CAPITAL TRUST I 8.125%3944129010
GMAC LLC 7.30% 3/9/31 PINES3602031035
VORNADO REALTY LP 7.875%3750041220
MERRILL LYNCH CAP TR III 7.375%7500064380
MBNA CORP SER D 8.125%3900735400
JPM CHASE CAPITAL XXVIII 7.2%7500076530
FIFTH THIRD CAP TR VI 7.25%2500025320
NEXTERA ENERGY CAP HLDGS INC7500079230
BANK OF AMERICA CORP 8.20%5000044200
BANK OF AMERICA CORP 8.625% Q PFD5000043920

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (2 entries)

Category Or ItemCategoryOrItemListed At Cost Or FMVListedAtCostOrFMVBook ValueBookValueEOYFMVEOYFMV
MORGAN STANLEY 7.5%AT COST3500031588
CITIGROUP FUNDING INC LASERSAT COST3000033060

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionOFFICE EXPENSEDescription
Revenue And Expenses Per Books63RevenueAndExpensesPerBooks

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategory
Amount$1,550Amount

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