2025-06-02T14:14:00-05:00 2024-08-31 592701990 SHORSTEIN & SHORSTEIN PA 8265 BAYBERRY ROAD JACKSONVILLE FL 32256 990PF 2023-09-01 592981682 DUBOW FAMILY FOUNDATION INC DUBO PO BOX 57759 JACKSONVILLE FL 322417759 LAWRENCE J DUBOW PRESIDENT 2025-06-02 1 0 MARK J SHORSTEIN P00542864 9047391311 2023 2025-03-06 01:10:19Z X 28347859 X X 206717 206717 346321 346321 772439 6917481 834493 3000 0 1328477 1387531 0 0 0 161 113 48 81346 27116 54230 1357 1357 0 82758 82081 677 165622 110667 54955 1294316 1294316 1459938 110667 1349271 -131461 1276864 1781936 1896085 1896085 4745 6100 4745 4745 180595 0 0 12319424 11871131 20622957 4774099 4880087 4588332 973068 1251713 1235740 20035222 19903761 28347859 0 0 X 0 0 0 0 20035222 19903761 20035222 19903761 20035222 19903761 20035222 -131461 0 19903761 0 19903761 PUBLICLY TRADED SECURITIES 6917481 6082988 834493 834493 834493 17748 0 17748 0 17748 50074 0 0 0 50074 0 32326 32326 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A MICHAEL DUBOW 9044706015 245 RIVERSIDE AVE STE 420 JACKSONVILLE FL 32202 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LAWRENCE J DUBOW 6730 EPPING FOREST WAY N 110 JACKSONVILLE FL 32217 PRES-TRUSTEE 1.00 0 0 0 SUSAN E DUBOW 2805 BEAUCLERC ROAD JACKSONVILLE FL 32257 V. PRES-TRUSTEE 0.00 0 0 0 HELEN A DUBOW 6750 EPPING FOREST WAY N 112 JACKSONVILLE FL 32217 V PRES-EX ADMIN 0.00 0 0 0 MICHAEL DUBOW 6750 EPPING FOREST WAY N 112 JACKSONVILLE FL 32217 V. PRES-TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 N/A 0 N/A 0 0 25105851 1127564 29322 26262737 0 0 26262737 393941 25868796 1293440 1293440 17748 17748 1275692 0 1275692 0 1275692 1349271 0 1349271 1275692 0 0 528786 681061 272650 562417 392479 2437393 1349271 0 0 0 1275692 73579 0 0 2510972 0 0 0 0 0 0 528786 1982186 681061 272650 562417 392479 73579 LAWRENCE J DUBOW X AMERICAN CANCER SOCIETY 1430 PRUDENTIAL DRIVE JACKSONVILLE FL 32207 N/A PC HEALTH SERVICES 2500 AMERICAN ISRAEL EDUCATION FOUNDATION 251 H STREET NW WASHINGTON DC 20001 N/A PC MIDDLE EAST EDUCATION PROGRAMS 25000 BAPTIST MD ANDERSON CANCER CENTER 1301 PALM AVENUE JACKSONVIILE FL 32207 N/A PC CANCER SERVICES AND SUPPORT 50000 CENTER FOR CENTRAL AMERICAN EMPOWERMENT 7204 HANSON DRIVE S JACKSONVILLE FL 32210 N/A PC CENTRAL AMERICAN CAUSES 15000 CITY YEAR INC 287 COLUMBUS AVENUE BOSTON MA 02116 N/A PC EDUCATION 37500 CLARKE SCHOOLS FOR HEARING AND SPEECH 9803 OLD ST AUGUSTINE RD 7 JACKSONVILLE FL 32257 N/A PC PROVIDE LANGUAGE AND LISTENING SKILLS FOR CHILDREN WHO ARE DEAF OR HARD OF HEARING 5000 COMMUNITIES IN SCHOOLS 532 RIVERSIDE AVE SUITE 3-OH JACKSONVILLE FL 32202 N/A PC EDUCATION 69500 COMMUNITY HOSPICE OF NE FL 4266 SUNBEAM ROAD JACKSONVILLE FL 32257 N/A PC MEDICAL SERVICES 14610 CUMMER MUSEUM OF ART 829 RIVERSIDE AVE JACKSONVILLE FL 32204 N/A PC PRESERVATION OF THE ARTS 20000 DOWN SYNDROME ASSOC OF JACKSONVILLE 8011-7 PHILIPS HIGHWAY JACKSONVILLE FL 32256 N/A PC HEALTH SERVICES 1000 HADASSAH 40 WALL STREET NEW YORK NY 10005 N/A PC JEWISH CAUSES 1000 HERE TOMORROW 910 3RD STREET NEPTUNE BEACH FL 32266 N/A PC MENTAL HEALTH AND SUPPORT SERVICES 33333 HOPE HAVEN CHILDREN'S CLINIC 4600 BEACH BLVD JACKSONVILLE FL 32207 N/A PC CHILDREN'S SERVICES 12500 JACKSONVILLE JEWISH CENTER 3662 CROWN POINT ROAD JACKSONVILLE FL 32257 N/A PC RELIGIOUS 239205 JACKSONVILLE SYMPHONY ASSOCIATION 300 WEST WATER STREET STE 200 JACKSONVILLE FL 32202 N/A PC SUPPORT OF THE ARTS 1820 JAY FUND FNDTN P O BOX 50798 JACKSONVILLE BEACH FL 32240 N/A PC CHILDREN'S SERVICES 25000 JEWISH COMMUNITY ALLIANCE 8505 SAN JOSE BLVD JACKSONVILLE FL 32217 N/A PC COMMUNITY CENTER 102500 JEWISH EDUCATIONAL LOAN FUND 6065 ROSWELL ROAD SUITE 740 SANDY SPRINGS GA 30328 N/A PC EDUCATIONAL ASSISTANCE 10000 JEWISH FEDERATION AND FOUNDATION OF NORTHEAST FLORIDA 8505 SAN JOSE BLVD JACKSONVILLE FL 32217 N/A PC JEWISH CAUSES 155000 JIM AND TABITHA FURYK FOUNDATION 5716 ST AUGUSTINE ROAD JACKSONVILLE FL 32207 N/A PF COMMUNITY SERVICES 11500 JUVENILE DIABETES RESEARCH FOUNDATION 1850 LEE ROAD SUITE 132 WINTER PARK FL 32789 N/A PC HEALTH 510 LEMA'AN ACHAI P O BOX 532 OCEANSIDE NY 11572 N/A PC COMMUNITY SERVICES 1800 LEVEL THE PLAYING FIELD LEADERSHIP ACADEMY 34 W FORSYTH STREET JACKSONVILLE FL 32202 N/A PC MENTORING YOUNG MALE ATHLETES OF COLOR 10000 MALIVAI WASHINGTON YOUTH FNDTN 1055 W 6TH STREET JACKSONVILLE FL 32209 N/A PC CHILDREN'S SERVICES 7500 MUSEUM OF SCIENCE & HISTORY 1025 MUSEUM CIRCLE JACKSONVILLE FL 322079053 N/A PC COMMUNITY SERVICES 50000 NATIONAL COUNCIL OF JEWISH WOMEN 2055 L ST NW SUITE 650 WASHINGTON DC 20036 N/A PC IMPROVING THE QUALITY OF LIFE FOR WOMEN, CHILDREN AND FAMILIES 250 NONPROFIT CENTER OF NE FL 40 EAST ADAMS STREET SUITE 100 JACKSONVILLE FL 32202 N/A PC EDUCATION AND SUPPORT FOR THE NONPROFIT SECTOR 17500 NORTH FLORIDA SCHOOL 223 MILL CREEK ROAD JACKSONVILLE FL 32211 N/A PC EDUCATION 33295 RAMAH DAROM 6400 POWERS FERRY RD NW STE 215 ATLANTA GA 30339 N/A PC SUPPORT JEWISH CAUSES 15533 READ USA INC 4019 BOULEVARD CENTER DRIVE JACKSONVIILE FL 32207 N/A PC MULTICULTURAL LITERACY PROGRAMMING AND DEVELOPMENT 20000 RIVER GARDEN FOUNDATION 11401 OLD ST AUGUSTINE RD JACKSONVILLE FL 32258 N/A PC COMMUNITY SERVICE 13200 ROTARY CLUB OF DEERWOOD 12620 BEACH BLVD STE3 PMB 428 JACKSONVIILE FL 322467130 N/A PC CHILDREN'S PARKS 1000 SEARCHING FOR IDENTITY 450 SR 13 NORTH SUITE 106-346 SAINT JOHNS FL 32259 N/A PC UNITING DIVERSE COMMUNITIES THROUGH VISUAL AND PERFORMING ARTS 360 THE ARC JACKSONVILLE 1050 NORTH DAVIS STREET JACKSONVILLE FL 32209 N/A PC COMMUNITY SERVICE / EDUCATION 3500 THE BOSELLI FOUNDATION 3730 MONCRIEF ROAD JACKSONVILLE FL 32209 N/A PC COMMUNITY SERVICE 5000 THE GUARDIAN CATHOLIC SCHOOLS 4920 BRENTWOOD AVENUE JACKSONVILLE FL 32206 N/A PC EDUCATION 5000 THE LJD JEWISH FAMILY & COMMUNITY SERVICES 8540 BAYCENTER ROAD JACKSONVILLE FL 32256 N/A PC PROVIDE QUALITY SOCIAL AND COMMUNITY SERVICES 65000 THE SCHECHTER INSTITUTES INC BOX 3566/P O BOX 8500 PHILADELPHIA PA 19178 N/A PC JEWISH CAUSES 3600 THRIVE SCHOLARS 606 SOUTH OLIVE STREET SUITE 2150 LOS ANGELES CA 90014 N/A PC EDUCATION 10000 TORAH ACADEMY OF JACKSONVILLE 10167 SAN JOSE BLVD JACKSONVILLE FL 32257 N/A PC RELIGIOUS 5000 TULANE UNIVERSITY P O BOX 61075 NEW ORLEANS LA 70161 N/A PC EDUCATION 150000 UNITED WAY OF NORTHEAST FLA P O BOX 864228 ORLANDO FL 328864228 N/A PC COMMUNITY SERVICES 30000 UNIVERSITY OF NORTH FLORIDA FOUNDATION 1 UNF DRIVE ALUMNI HALL JACKSONVILLE FL 32224 N/A PC EDUCATIONAL 10000 WJCT FOUNDATION 100 FESTIVAL PARK AVE JACKSONVILLE FL 32202 N/A PC PUBLIC TELEVISION 2500 WOLFSON CHILDREN'S HOSPITAL 841 PRUDENTIAL DRIVE SUITE 1300 JACKSONVILLE FL 32207 N/A PC CHILDREN'S HEALTH 1800 1294316 0 14 206717 14 346321 18 772439 EXCISE TAX - FEDERAL 01 3000 0 1328477 0 1328477 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 81346 27116 54230 ADVANCE AUTO PARTS NTS 38748 34894 AGREE LP NTS 101083 90570 AMAZON.COM INC NTS ISIN US 023135BR65 153826 138757 AMERICAN TOWER CORPORATION NOTES 6/15/30 50230 43507 BANK OF AMERICA CORPORATION MT US06051GFL86 DUE 10/22/2026 163014 149226 CAMDEN PROPERTY TRUST NTS ISIN US133131AV46 DUE 09/15/2024 24881 24977 CANADIAN IMPERIAL BANK 100006 94548 CAPITAL IMPACT PARTNERS MTN PA 30006 29599 CARRIER GLOBAL CORPORATION NTS 131331 119809 CITIGROUP INC. MTN ISIN US1729 DUE 12/31/2027 103256 93648 CONSTELLATION BRANDS, INC NTS 105797 93714 CSX CORPORATION NTS 78335 67789 E I DU PONT DE NEMOURS AND COMPANY NTS 156651 145995 ENERGY TRANSFER LP NTS 151426 153528 GOLUB CAP BDC INC NTS 35756 32954 HUNTINGTON INGALLS INDUSTRIES 99246 99043 JEFFERIES FINANCIAL GROUP INC NTS 99344 103554 JPMORGAN CHASE & CO. MTN ISIN US48128GU248 DUE 12/23/2028 100356 89854 MASCO CORPORATION NTS 145860 135045 MCCORMICK & COMPANY INCORPORATED NTS 49531 42210 MCDONALD'S CORPORATION MTN ISIN US58013MFJ80 52453 46299 MCKESSON CORPORATION NTS 100036 99865 NEXTERA ENERGY CAPITAL HLDGS 101252 95626 ORACLE CORPORATION NTS 106245 96556 OTIS WORLDWIDE 115045 104201 OWL ROCK CAPITAL CORPORATION N US69121KAB08 DUE 03/30/2025 153561 148519 PHILLIPS 66 CO. NTS 101291 102822 PRINCIPAL FINANCIAL GROUP NTS 97952 86969 RAYTHEON TECHNOLOGIES CORPORATION NTS 74369 75400 ROPER TECHNOLOGIES INC NTS 99788 91531 RYDER SYSTEM, INC. MTN 100048 103204 SUN COMMUNITIES OPERATING LIMITED PARTNERSHIP NTS 146937 148202 THE ALLSTATE CORPORATION NTS I US020002BD26 DUE 12/15/2026 107756 97524 THE BOEING COMPANY NTS 101426 95817 THE BOEING COMPANY NTS 31371 29170 THE CHARLES SCHWAB CORPORATION NTS 101686 92132 THE KROGER CO. NTS 162613 165500 THE SHERWIN-WILLIAMS COMPANY NTS 105270 93107 THE SHERWIN-WILLIAMS COMPANY NTS 149652 133567 THE TORONTO-DOMINION BANK MTN 75006 74837 THE TORONTO-DOMINION BANK MTN 100312 100666 THE WESTERN UNION COMPANY NTS US959802AY56 DUE 01/10/2025 151396 148636 TRANSCONTINENTAL GAS PIPELINE CORPORATION 78644 78493 UDR INC DEBENTURE OPT TENDER I US910197AC66 DUE 09/15/2024 124334 100087 US BANCORP MTN ISIN DUE 7/22/20 50673 42083 VALERO ENERGY CORPORATION 100459 93614 VERIZON COMMUNICATIONS INC. (3 110BPS) NTS PAY DUE 05/15/2025 24981 25129 WELLS FARGO & COMPANY MTN 120546 120283 XYLEM, INC NTS 126302 115272 ADVANCED DRAIN SYSTEMS 2330 3135 AFFILIATED MANAGERS GROUP 7672 10604 AG MORTGAGE VALUE PARTICIPATION FUND LTD TRANCHE M 250000 312445 AGNICO EAGLE MINES LTD 29716 38535 ALPHABET INC CL A 60461 126946 ALPHABET INC CL A 35584 408450 ALPHABET INC CL A 94290 245070 ALPHABET INC CL C 70971 132088 AMAZON COM INC COM 46629 86751 AMAZON COM INCORPORATED 152459 178500 AMERICAN TOWER CO CL A 98338 302481 AMPHENOL CORP CL A NEW 44442 63740 APOLLO GLOBAL MGMT 96453 115730 APPLE INC 76238 250526 APTARGROUP INC 7739 15625 ARAMARK SHS 7967 12601 AVERY DENNISON CORP 8710 10205 BALL CORP COM 2289 3063 BANK OF AMERICA CORP PFD NON-CUMULATIVE 4% 115666 113000 BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 190746 713880 BIO TECHNE CORP COM STK 3962 7399 BLACKBAUD INC 5051 8444 BLACKROCK INC 68587 87476 BLACKSTONE GROUP 37978 118159 BLACKSTONE GROUP INCORPORATED 35653 66909 BLACKSTONE REAL ESTATE INCOME TRUST INC CLASS I ADVISORY CLASS 260217 296173 BOOZ ALLEN HAMILTON HLDG CLASS A 9732 17942 BOSTON SCIENTIFIC 48144 80645 BROADCOM LTD 16782 49986 BROADRIDGE FINL SOLUTIONS INC 2522 5960 BROWN & BROWN INC FLA 8461 20500 BURLINGTON STORES INC 9379 16094 BWX TECHNOLOGIES INCORPORATED 120500 206000 CACI INTL INC CL A 11473 22454 CARLISLE COS INC 7969 28818 CARRIER GLOBAL CORPORATION 61390 262008 CASEYS GEN STORES 8822 14130 CATALYST MILLBURN HEDGE STRATEGY 301667 310412 CENCORA INC 34219 34498 CHOICE HOTELS INTL NEW 9617 13269 CISCO SYSTEMS INCORPORATED 111040 202160 COLUMBIA BKG SYS INC 1976 2619 COLUMBIA SPORTSWEAR CO 8142 9768 COMM SERVICES SELECT SECTOR 92656 175251 CONOCOPHILLIPS 18217 34820 CONSTELLATION BRANDS INCORPORATED CLASS A 170319 240710 CONSUMER DISCRETIONARY SPDR 114651 184126 COSTCO WHOLESALE CRP DEL PER ADVISORY AGREEMENT. EXECUTED 100% AGENCY PRICE 38653 102624 CPG CARLYLE FUND, LLC WHEN ISSUED 221279 258753 DANAHER CORP DEL 40851 315093 DARLING INGREDIENTS INCORPORATED 219404 125190 DISNEY (WALT) CO COM STK 54851 90380 DOLBY LABORATORIES INC CL A 13312 11346 ELI LILLY & CO 32573 72002 ENERGY RECOVERY INCORPORATED 97509 129920 ENOVIX CORPORATION 66088 38080 ENVISTA HOLDINGS CORP REG 15328 10134 EXXON MOBIL CORP COM 115662 141528 FACTSET RESH SYS INC 1130 5074 FERRARI NV 33363 55144 FIDELITY MSCI UTILITIES INDEX 6552 7663 FIRST TRUST CLOUD 26194 50336 FTI CONSULTING INCORPORATED 6417 8447 GE HEALTHCARE TECHNOLOGIES 107612 127230 GLOBAL X FUNDS SHS US 23004 34177 GODADDY INC SHS 9783 21763 GOLDMAN SACHS GROUP, INCORPORATED. PFD A 1/1000 115944 114650 GRACO 1181 6418 HEALTH CARE SELECT SPDR 111275 203417 HEICO CORP. CLASS A 119201 287629 HEICO CORPORATION NEW CLASS A 70199 612776 HEWLETT PACKARD ENTERPRISE COMPANY 150052 135590 HILTON WORLDWIDE HOLDINGS INC REG 21060 50298 HOME DEPOT INC 48856 65225 HOME DEPOT INC 107442 110550 HONEYWELL INTL INC DEL 20702 27652 HOWMET AEROSPACE INC 31617 54130 HUNT J B TRANS SVCS INC 5171 9526 IDEX CORE DELAWARE COM 1507 7020 IDIRECT PRIVATE MARKETS FUND 214660 281352 INTERCONTINENTAL 32640 35218 INVESCO KBW BANK ETF 9794 13651 IRONWOOD INSTITUTIONAL MULTI-STRATEGY FUND LLC WHEN ISSUED 267630 285024 ISHARES BIOTECHNOLOGY 35406 49192 ISHARES TR CORE MSCI EAF ETF 184306 202778 ISHARES TR U S 6548 7575 ISHARES U.S. HOME 18256 21655 ISHARES US AEROSPACE ETF 27513 36780 JACK HENRY & ASSOCIATES INC 1417 4153 JOHNSON & JOHNSON 130708 316295 JONES LANG LASALLE INC 5234 9444 JONES LANG LASALLE INC 171097 191782 JP MORGAN CHASE 54554 115322 JP MORGAN CHASE 188045 674400 KENVUE INC 34590 35625 KINSALE CAPITAL GROUP 3584 4911 KIRBY CORP COM 5132 10673 LANDSTAR SYS INC COM 7823 14057 LENNOX INTL INC 5857 15935 LKQ CORP 14367 14598 MANHATTAN ASSOCS INC 1162 6611 MARKEL CORP COM 8530 17607 MARTIN MARIETTA MATLS 45801 40596 MCDONALDS CORP COM 32014 34062 MICROSOFT CORP 86009 249867 MICROSOFT CORP 22538 41714 MICROSOFT CORP 149720 625710 MORNINGSTAR INC 10063 19454 NETFLIX COM INC 32237 55407 NEXTERA ENERGY 80696 322040 NINTENDO LIMITED UNSPON ADS (JAPAN) 168110 217088 NORDSON CORP 4561 9493 NVIDIA 56274 223819 ORACLE CORPORATION 183777 247257 PACER DATA AND INFRASTRUCTURE 10792 10157 PACER US CASH COWS100 1111083 1332289 PALO ALTO NETWORKS INCORPORATED 27687 53683 PARKER HANNIFIN CORP 44593 97232 PARTNERS GROUP PRIVATE EQUITY MASTER FUND LLC CLASS I 403844 602797 PFIZER INC. 156669 217575 POOL CORPORATION 6156 8439 PRINCIPAL SPECTRUM PREFERRED AND CPTL SECS 100000 87742 PROCTOR & GAMBLE 42828 46659 PROGRESSIVE CORPORATION OHIO 32661 72886 PROLOGIS INC 50833 66466 PROSPERITY BANCSHARES 5172 5592 QUALCOMM INC 132015 262950 REAL ESTATE SELECT SECTOR SPDR 30433 35537 ROPER TECHNOLOGIES INCORPORATED 227039 498969 ROSS STORES INC 41541 49551 RPM INTERNATIONAL INC 9323 14996 S&P GLOBAL INC 70968 86224 SCHLUMBERGER LTD 120244 109975 SCHLUMBERGER LTD 27502 28506 SEI INVT CO PA PV 7463 12714 SERVICE CORP INTL 3279 6183 SERVICE NOW INC 27475 51300 SIMPSON MFG DEL PV $0.01 5425 5858 SOUTHERN COMPANY 104538 103680 SPDR ENERGY SELECT SECTOR FUND 85185 136920 SPDR S&P BIOTECH ETF 87750 101260 SPDR US FINANCIAL SECTOR 76678 126242 SPECTOR SPDR ENERGY 45595 73389 TELEFLEX INC 17206 17897 TESLA INC 56387 60165 THERMO FISHER SCIENTIFIC 28476 47975 TORONTO DOMINION BANK 38570 33316 TRANSUNION 6693 11908 TRIMBLE INC 14076 15136 TYLER TECHS INC 6734 11170 ULTA BEAUTY INC 3721 4940 UMH PPTYS 105409 116760 UNION PACIFIC CORP 32630 51474 UNITED RENTALS INC 29400 45217 VANECK SEMICONDUCTOR ETF 75092 140963 VANGUARD CONSUMER 48291 75693 VANGUARD INDUSTRIAL ETF 48113 104402 VANGUARD INFORMATION 126332 408667 VANGUARD MATERIALS ETF 12158 23115 VERALTO CORPORATION 5392 43848 VERALTO CORPORATION 175633 259713 VISA INC CL A SHRS 58236 87886 W R BERKLEY CORP 14293 30507 WALMART INCORPORATED 51104 111984 WALMART INCORPORATED 129279 231690 WASTE CONNECTIONS INCORPORATED (CANADA) 120285 503550 WELLTOWER INC 35194 51289 WEX INC. 7537 10888 WSTN DIGITAL CORP DEL 40814 44011 ZOETIS INC 64942 81103 GOLDMAN SACHS GROUP 127157 204100 EXXON MOBIL CORP COM 84955 86804 CARLYLE BUYOUT VIII ACCESS FUND AT COST 138750 131784 FIRST FEDERAL BANK OF FLORIDA FDIC #31313 AT COST 111000 111067 FIRST ST BANK FDIC #5821 AT COST 110000 110050 HG VORA SPECIAL OPPORTUNITIES FUND, LTD AT COST 530199 476629 ISRAELI BONDS AT COST 25000 25000 NFP CONTINUATION PARTNERS PARALLEL, LP AT COST 336764 381210 ANNUAL FILING FEE 161 113 48 CHARITABLE GIFTING SOFTWARE 460 0 460 INVESTMENT MANAGEMENT EXPENSE 82081 82081 0 MISCELLANEOUS ADMIN EXPENSES 217 0 217 EXCISE TAX - FEDERAL 3000 3000 FOREIGN TAX 1357 1357 0