Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
JUBITZ FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)221 NW SECOND AVENUE NO 204
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PORTLAND, OR97209
A Employer identification number

93-1324016
B Telephone number (see instructions)

(503) 274-6255
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$16,030,523J 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) 1,015,129
2 Check bullet.............
3 Interest on savings and temporary cash investments 11 11  
4 Dividends and interest from securities... 327,879 327,879  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 974,133
b Gross sales price for all assets on line 6a 4,191,145
7 Capital gain net income (from Part IV, line 2)... 974,133
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)....... Click to see attachment 5,702 5,402  
12 Total. Add lines 1 through 11........ 2,322,854 1,307,425  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 58,000 12,600   50,400
14 Other employee salaries and wages...... 225,667 45,133   180,533
15 Pension plans, employee benefits....... 38,888 7,114   28,454
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 5,128 0   5,128
c Other professional fees (attach schedule).... Click to see attachment 77,639 56,911   20,728
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 39,205 0   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 229 0  
20 Occupancy.............. 27,493 5,499   21,994
21 Travel, conferences, and meetings....... 9,922 2,063   8,251
22 Printing and publications.......... 1,334 375   1,501
23 Other expenses (attach schedule)....... Click to see attachment 30,084 10,187   19,488
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 513,589 139,882   336,477
25 Contributions, gifts, grants paid....... 522,173 522,173
26 Total expenses and disbursements. Add lines 24 and 25 1,035,762 139,882   858,650
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,287,092
b Net investment income (if negative, enter -0-) 1,167,543
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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......... 325,812 580,929 580,929
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   125    
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
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)....... 8,258,341 Click to see attachment10,562,402 10,562,402
c Investments—corporate bonds (attach schedule)....... 4,134,134 Click to see attachment3,445,555 3,445,555
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,336,534 Click to see attachment1,441,159 1,441,159
14 Land, buildings, and equipment: basis bullet1,146
Less: accumulated depreciation (attach schedule) bullet668 707 Click to see attachment478 478
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 14,055,653 16,030,523 16,030,523
Liabilities 17 Accounts payable and accrued expenses.......... 9,692 10,150
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 bullet)    
23 Total liabilities (add lines 17 through 22)......... 9,692 10,150
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 14,045,961 16,020,373
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 14,045,961 16,020,373
30 Total liabilities and net assets/fund balances (see instructions). 14,055,653 16,030,523
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
14,045,961
2
Enter amount from Part I, line 27a .....................
2
1,287,092
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
687,320
4
Add lines 1, 2, and 3 ..........................
4
16,020,373
5
Decreases not included in line 2 (itemize) bullet
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
16,020,373
Form 990-PF (2020)
Form 990-PF (2020)
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 INVESTMENT CAPITAL GAIN PER K-1'S P    
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 4,191,145   3,237,436 953,709
b       20,424
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       953,709
b       20,424
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 2 974,133
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
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
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 Bullet 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)
b Reserved................................ 1 16,229
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% 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 16,229
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 16,229
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 23,759
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 23,759
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 118
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 7,412
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet7,412 RefundedBullet 11 0
Part VII-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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 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:
  • By language in the governing instrument, or
  • 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 XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOR
    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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbulletWWW.JUBITZ.ORG
    14
    The books are in care ofbulletTHE FOUNDATION Telephone no.bullet (503) 274-6255

    Located atbullet221 NW SECOND AVENUE SUITE 204PORTLANDOR ZIP+4bullet97209
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, 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 bullet
    Part VII-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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
     
    No
    ........bullet
    c
    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 2020?.............
    1c
     
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
     
    .........bullet
    c
    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?..........
    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?.....................
    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?
    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? .................
    Part VIII
    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
    M ALBIN JUBITZ JR PRESIDENT
    10.00     		0 0 0
    221 NW SECOND AVENUE SUITE 204
    PORTLAND,OR97209
    ELIZABETH JUBITZ SAYLER VICE PRESIDENT
    2.00     		1,000 0 0
    221 NW SECOND AVENUE SUITE 204
    PORTLAND,OR97209
    SARAH C JUBITZ TREASURER
    2.00     		1,000 0 0
    221 NW SECOND AVENUE SUITE 204
    PORTLAND,OR97209
    KATHERINE H JUBITZ SECRETARY
    2.00     		1,000 0 0
    221 NW SECOND AVENUE SUITE 204
    PORTLAND,OR97209
    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
    PATRICK HILLER EXEC DIR, WAR PREVEN
    40.00     		92,000 8,759 0
    221 NW SECOND AVENUE SUITE 204
    PORTLAND,OR97209
    KELSEY COOLIDGE DIRECTOR, WAR PREVEN
    40.00     		57,000 2,280 0
    221 NW SECOND AVENUE SUITE 204
    PORTLAND,OR97209
    KRISTIN HENDERSON PROJECT MANAGER
    40.00     		50,000 3,663 0
    221 NW SECOND AVENUE SUITE 204
    PORTLAND,OR97209
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    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
    US TRUST OPERATIONS INVESTMENT MANAGEMENT FEES 56,911
    PO BOX 830269
    DALLAS,TX75283
    SYBIL AKERMAN-MUNSON ADMINISTRATIVE 55,000
    221 NW SECOND AVENUE SUITE 204
    PORTLAND,OR97209
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-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 SEE STATEMENT 15 254,750
    2  
    3  
    4  
    Part IX-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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    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
    13,792,095
    b
    Average of monthly cash balances.......................
    1b
    414,730
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    14,206,825
    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
    14,206,825
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    213,102
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    13,993,723
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    699,686
    Part XI
    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 X, line 6....................
    1
    699,686
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    16,229
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    16,229
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    683,457
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    683,457
    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 XIII, line 1 ...
    7
    683,457
    Part XII
    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
    858,650
    b
    Program-related investments—total from Part IX-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 V, line 8, and Part XIII, line 4
    4
    858,650
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    858,650
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 683,457
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 307,770
    b From 2016...... 93,450
    c From 2017...... 48,508
    d From 2018...... 31,283
    e From 2019...... 82,490
    fTotal of lines 3a through e........ 563,501
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 858,650
    a Applied to 2019, 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 2020 distributable amount..... 683,457
    e Remaining amount distributed out of corpus 175,193
    5 Excess distributions carryover applied to 2020. 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 5 738,694
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		307,770
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		430,924
    10 Analysis of line 9:
    a Excess from 2016.... 93,450
    b Excess from 2017.... 48,508
    c Excess from 2018.... 31,283
    d Excess from 2019.... 82,490
    e Excess from 2020.... 175,193
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-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 2020, enter the date of the ruling....... bullet
     
    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 X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    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 X, 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 XV
    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).)
    M ALBIN JUBITZ JR
    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 bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    M ALBIN JUBITZ JR
    211 NW SECOND AVENUE SUITE 204
    PORTLAND,OR97209
    (503) 274-6255
    bThe form in which applications should be submitted and information and materials they should include:
    I. LETTER OF INQUIRY ("LOI")- APPLICANTS MUST FIRST COMPLETE AN LOI THAT PROVIDES A SUMMARY OF THE GRANT REQUEST. THE LOI FORM CAN BE FOUND ON THE THE FOUNDATION'S WEBSITE. II. SITE VISIT- UPON APPROVAL OF AN LOI, A SITE VISIT WILL BE SCHEDULED. FOLLOWING THE SITE VISIT, THE APPLICANTS WILL BE NOTIFIED AS TO WHETHER THEY SHOULD SUBMIT A GRANT APPLICATION. III. GRANT APPLICATION- THE APPLICATION FORM CAN BE FOUND ON THE FOUNDATION'S WEBSITE AND REQUIRES THE FOLLOWING INFORMATION: A DETAILED PROGRAM BUDGET WITH ALL SOURCES OF INCOME; ANTICIPATED OUTCOMES OF THE PROJECT/PROGRAM AND HOW THEY WILL BE MEASURED AND EVALUATED; (SEE PAGE 31 FOR CONTINUATION) A LIST OF THE BOARD OF DIRECTORS; A LIST OF CURRENT MAJOR DONORS; A COPY OF THE ORGANIZATION'S IRS DETERMINATION LETTER; AND THE ORGANIZATION'S MOST CURRENT FINANCIAL STATEMENTS AND 990.
    cAny submission deadlines:
    GRANT REQUESTS MUST BE RECEIVED THREE MONTHS AHEAD OF THE APRIL 1 AND OCTOBER 1 GRANT DEADLINES.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    EARLY CHILDHOOD DEVELOPMENT AND YOUTH EDUCATION, WITH AN EMPHASIS ON CHILDREN AT-RISK. ENVIRONMENTAL STEWARDSHIP, WITH AN EMPHASIS ON RIVERS AND THEIR WATERSHED ECOSYSTEMS. PEACEMAKING ACTIVITIES, WITH AN EMPHASIS ON TEACHING PEACE AND CONFLICT RESOLUTION.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    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
    ADVOCATES FOR THE WEST
    3701 SE MILWAUKIE AVENUE SUITE B
    PORTLAND,OR97202     		  PC PROTECTING FRESHWATER HABITAT & NATIVE SPECIES 10,000
    ALLIANCE FOR GLOBAL JUSTICE CORP WORLD BEYOND WAR
    225 W 26TH STREET 1
    TUSCON,AZ85713     		  PC FISCAL SPONSOR FOR WORLD BEYOND WAR 2,500
    AUDUBON SOCIETY OF PORTLAND
    5151 NW CORNELL ROAD
    PORTLAND,OR97210     		  PC PROTECTING THE PORTLAND'S URBAN WATERWAYS 10,000
    BARK
    PO BOX 12065
    PORTLAND,OR97212     		  PC FREE MT HOOD CAMPAIGN 10,000
    BEYOND THE BOMB
    1835 7TH STREET NW SUITE 105
    WASHINGTON,DC20001     		  PC FUTUREFIRST CAMPAIGN 5,000
    BEYOND TOXICS
    120 SHELTON MCMURPHY BLVD SUITE 280
    EUGENE,OR97401     		  PC THE RESILIENT FOREST PROJECT 10,000
    CASCADIA WILDLANDS PROJECT
    PO BOX 10455
    EUGENE,OR97440     		  PC GENERAL OPERATING SUPPORT 10,000
    COAST RANGE ASSOCIATION
    PO BOX 2250
    CORVALLIS,OR97339     		  PC GENERAL OPERATING SUPPORT 10,000
    COLUMBIA LAND TRUST
    850 OFFICERS ROW
    VANCOUVER,WA98661     		  PC GENERAL OPERATING SUPPORT 5,000
    COLUMBIA RIVERKEEPER
    407 PORTWAY AVENUE 301
    HOOD RIVER,OR97031     		  PC SNAKE RIVER DAM REMOVAL PROJECT 10,000
    CRAG LAW CENTER
    3141 E BURNSIDE STREET
    PORTLAND,OR97214     		  PC PROTECTING HABITAT FOR OREGON COAST COHO SALMON 10,000
    EPIPHANY SCHOOL
    154 CENTRE STREET
    DORCHESTER,MA02124     		  PC GENERAL OPERATING SUPPORT 5,000
    EVERY WOMAN TREATY
    3135 KENNEDY BLVD SUITE 191
    NORTH BERGEN,NJ07047     		  PC TO ADVANCE WOMEN'S MOVEMENT 10,000
    FCNL EDUCATION FUND
    245 2ND STREET NE SUITE 5795
    WASHINGTON,DC20002     		  PC DISMANTLING RACISM GRANT 10,000
    FIELDS OF PEACE
    3355 OTTER CREST LOOP
    DEPOT BAY,OR97341     		  PC PUBLICATION OF "A FIELD GUIDE TO PEACE" 2,610
    FOUNDATION FOR NATIONAL PROGRESS
    222 SUTTER STREET NO 600
    SAN FRANCISCO,CA94108     		  PC REPORTING ON NATIONAL SECURITY & DEFENDING DEMOCRACY 7,500
    GLOBAL ZERO
    1342 FLORIDA AVENUE NW
    WASHINGTON,DC20009     		  PC CENTRE FOR FEMINIST FOREIGN POLICY 12,500
    HELLS CANYON PRES COUNCIL
    PO BOX 2768
    LA GRANDE,OR97850     		  PC WILD CONNECTIONS PROJECT 10,000
    INKSTICK MEDIA
    6935 CARDOZO STREET
    NEW MARKET,MD21774     		  PC "A BIG BET" GRANT 10,000
    JOAN KROC INSTITUTE FOR PEACE AND JUSTICE
    1901 NORTH FORT MYER DRIVE NO 405
    ARLINGTON,VA22209     		  PC AMPLIFYING WOMEN PEACEBUILDERS 7,500
    KING BAUDOUIN FOUNDATION US
    10 ROCKEFELLAR PLAZA 16TH FLOOR
    NEW YORK,NY10020     		  PC INSTITUTE FOR INTEGRATED TRANSITIONS 5,000
    KLAMATH SISKIYOU WILDLANDS CENTER
    PO BOX 102
    ASHLAND,OR97520     		  PC PLACE-BASED ADVOCACY FOR SW OR FORESTS, WATERS & WILDLIFE 10,000
    LAWYERS COMMITTEE ON NUCLEAR POLICY
    220 EAST 49TH STREET ROOM 1B
    NEW YORK,NY10017     		  PC CREATING A SAFER WORLD FREE OF NUCLEAR ARMS 5,000
    LLOYD ECODISTRICT
    2203 LLYOD CENTER
    PORTLAND,OR97232     		  PC POLLINATOR PEACE PARK SCHEMATIC DESIGN PHASE 5,000
    NIMIIPUU PROTECTING THE ENVIRONMENT
    PO BOX 452
    LAPWAI,ID83540     		  PC NIMIIPUU PROTECTING THE ENVIRONMENT PROGRAMS 25,000
    NONVIOLENT PEACEFORCE
    PO BOX 14386
    ST PAUL,MN55114     		  PC GENERAL OPERATIONS GRANT 5,000
    OREGON ENVIRONMENTAL COUNCIL
    222 NW DAVIS STREET SUITE 309
    PORTLAND,OR97209     		  PC WATER JUSTICE & NATURAL INFRASTRUCTURE ADVOCACY 10,000
    OREGON NATURAL DESERT ASSOCIATION
    50 SW BOND STREET SUITE 4
    BEND,OR97702     		  PC PROTECT & RESTORE FRESHWATER HABITATS IN EASTERN OREGON 10,000
    OREGON PEACE INSTITUTE
    760 LAKESHORE ROAD
    LAKE OSWEGO,OR97034     		  PC PEACEVOICE 7,500
    OREGON PHYSICIANS FOR SOCIAL RESP
    1020 SW TAYLOR STREET SUITE 275
    PORTLAND,OR97205     		  PC BUILDING A GRASSROOTS MOVEMENT FOR NUCLEAR JUSTICE 5,000
    OREGON WILD
    5825 N GREELEY AVENUE
    PORTLAND,OR97217     		  PC PROTECT OREGON'S FORESTS & FRESHWATER HABITATS 10,000
    OUTWARD BOUND CENTER FOR PEACEBUILDING
    2946 NORTHERN BLVD
    LONG ISLAND CITY,NY11101     		  PC PEACE EDUCATION AND TRAINING 5,000
    PACIFIC RIVERS COUNCIL
    1001 SE WATER AVENUE
    PORTLAND,OR97214     		  PC SNAKE RIVER SALMON RESTORATION 10,000
    PAX CHRISTI FUND FOR PEACE
    415 MICHIGAN AVENUE NE BOX 16
    WASHINGTON,DC20017     		  PC DON'T BANK ON THE BOMB 7,500
    PEACE ACTION EDUCATION FUND
    PO BOX 8637
    SILVER SPRING,MD20907     		  PC NATURAL SECURITY NOT ENDLESS WAR 5,000
    PEACE DIRECT
    641 S STREET NW
    WASHINGTON,DC20001     		  PC GENERAL OPERATING SUPPORT 7,500
    PLOUGHSHARES FUND
    315 BAY STREET 4TH FLOOR
    SAN FRANCISCO,CA94133     		  PC WOMEN'S INITIATIVE 15,000
    ROTARIAN ACTION GROUP FOR PEACE
    221 NW SECOND AVENUE SUITE 204
    PORTLAND,OR97209     		  PC GENERAL OPERATING SUPPORT 97,063
    SAVE OUR WILD SALMON COALITION
    811 1ST AVENUE SUITE 305
    SEATTLE,WA98104     		  PC OUTREACH, EDUCATION & ADVOCACY FOR SALMON RECOVERY 5,000
    SMART
    101 SW MARKET STREET
    PORTLAND,OR97201     		  PC GENERAL OPERATING SUPPORT 5,000
    SPEARFISH FOUNDATION PUBLIC ED
    PO BOX 1351
    SPEARFISH,SD57783     		  PC GENERAL OPERATING SUPPORT 10,000
    SUSTAINABLE NORTHWEST
    1130 SW MORRISON STREET SUITE 510
    PORTLAND,OR97205     		  PC REVITALIZING THE KLAMATH BASIN 25,000
    THE NEXT DOOR INC
    965 TUCKER ROAD
    HOOD RIVER,OR97031     		  PC GENERAL OPERATING SUPPORT 10,000
    VERDE
    6899 NE COLUMBIA BLVD SUITE A
    PORTLAND,OR97218     		  PC WATER JUSTICE 5,000
    WAGING NONVIOLENCE
    226 PROSPECT PARK WEST SUITE 146
    BROOKLYN,NY11215     		  PC GROWING PLATFORM FOR MOVEMENT MEDIA 5,000
    WATERWATCH OF OREGON
    213 SW ASH STREET SUITE 208
    PORTLAND,OR97204     		  PC HEALTHY FREE FLOWING RIVERS FOR OREGON 10,000
    WESTERN ENVIRONMENTAL LAW CENTER
    120 SHELTON MCMURPHY BLVD SUITE 340
    EUGENE,OR97401     		  PC DEFENDING THE PACIFIC NORTHWEST'S ICONIC FORESTS 10,000
    WILD SALMON CENTER
    721 NW 9TH AVENUE SUITE 300
    PORTLAND,OR97209     		  PC OREGON FORESTRY REFORM 10,000
    WILLAMETTE RIVERKEEPER
    1515 SE WATER AVENUE SUITE 102
    PORTLAND,OR97214     		  PC HEALTH OF THE WILLAMETTE RIVER PROGRAM 10,000
    WIN WITHOUT WAR CENTER FOR INTL POLICY
    1 THOMAS CIRCLE NW SUITE 700
    WASHINGTON,DC20005     		  PC CONFRONTING MILITARISM EDUCATION 5,000
    Total .................................bullet 3a 522,173
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-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 11  
    4 Dividends and interest from securities....     14 327,879  
    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.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 974,133  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPEACE POLE REVENUE     		        300
    bOTHER INCOME REPORTED ON K-1     01 5,402  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,307,425 300
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,307,725
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-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 XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    11A PEACE POLE SALES.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    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.
    Bullet Bullet
    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 PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    JUBITZ FAMILY FOUNDATION
     
    Employer identification number

    93-1324016
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    JUBITZ FAMILY FOUNDATION
          		Employer identification number
    93-1324016
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    M ALBIN AND NANCY JUBITZ
    221 NW SECOND AVENUE SUITE 204
     
    PORTLAND, OR97209

    		$ 1,015,129


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    JUBITZ FAMILY FOUNDATION
          		Employer identification number

    93-1324016
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 PUBLICLY TRADED SECURITIES $ 1,015,129 2020-02-19
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    JUBITZ FAMILY FOUNDATION
          		Employer identification number

    93-1324016
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    JUBITZ FAMILY FOUNDATION
    EIN:
    93-1324016
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GARY MCGEE & CO. - TAX SERVICES 4,528 0   4,528
    LAURA A. BROWER - ACCOUNTING SERVICES 600 0   600

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    JUBITZ FAMILY FOUNDATION
    EIN:
    93-1324016
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    COMPUTER 2018-02-06 1,146 439 SL 5.000000000000 229 0    

    TY 2020 GeneralExplanationAttachment
    Name:
    JUBITZ FAMILY FOUNDATION
    EIN:
    93-1324016
    Identifier Return Reference Explanation
      FORM 990-PF PART IX-A, SUMMARY OF DIRECT CHARITABLE ACTIVITIES: THE JUBITZ FAMILY FOUNDATION HAS INITIATED THE WAR PREVENTION INITIATIVE TO FOCUS ON ENDING WAR BY 2030. THE WAR PREVENTION INITIATIVE (WPI) BRINGS TOGETHER ACADEMICS AND ACTIVISTS TO FOCUS ON BUILDING THE CASE FOR NON-VIOLENCE AND PEACE BUILDING AND DEMONSTRATING THAT DIPLOMACY AND NON-VIOLENCE IS MORE EFFECTIVE IN SETTLING CONFLICTS THAN MILITARY INTERVENTION. 1. DEVELOP AN EFFECTIVE STRATEGY TO CONVINCE AMERICANS THAT THE U.S. SHOULD NOT PROMOTE WAR, MILITARISM, AND WEAPONS PROLIFERATION, AND RATHER EMBRACE CONFLICT RESOLUTION PRACTICES THAT HAVE BEEN SHOWN TO PREVENT, SHORTEN, AND ELIMINATE WAR AS A VIABLE SOLUTION TO GLOBAL, REGIONAL, AND LOCAL CONFLICTS; 2. FACILITATING ANNUAL OR BI-ANNUAL MEETINGS TO DISCUSS NEW IDEAS AND PROJECTS OF STRATEGIC WAR PREVENTION;3. DEVELOP A SIGNIFICANT ROLE FOR ROTARY INTERNATIONAL IN GLOBAL WAR PREVENTION EFFORTS ("EARLY WARNING SYSTEM");4. CREATE A COALITION OF NATIONAL AND INTERNATIONAL ACADEMIC AND NON-ACADEMIC EXPERTS WHO WE CAN ENGAGE IN ONGOING CONSTRUCTIVE DIALOG ON WAR PREVENTION ISSUES;5. INITIATE A HUB FOR WAR PREVENTION EFFORTS;6. IDENTIFY FUNCTIONS TO PREVENT WAR;7. CONSTANTLY EDUCATING OURSELVES ON STATE-OF-ART KNOWLEDGE RELATED TO WAR PREVENTION;8. WRITING REFLECTION PAPERS AND CREATING REPORTS FOR SELF AND PUBLIC AWARENESS.

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    JUBITZ FAMILY FOUNDATION
    EIN:
    93-1324016
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ANGEL OAK MULTI STRATEGY INCOME FUND 488,832 488,832
    HARTFORD TOTAL RETURN BOND FUND 1,497,572 1,497,572
    STONE RIDGE REINSURANCE RISK PREM 16,135 16,135
    TIAA-CREF SOCIAL CHOICE BD FUND 1,443,016 1,443,016

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    JUBITZ FAMILY FOUNDATION
    EIN:
    93-1324016
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1 800 FLOWERS COM 4,368 4,368
    8X8 INC NEW 6,963 6,963
    ABB LTD 27,652 27,652
    ABBOTT LABS 37,665 37,665
    ABBVIE INC 21,859 21,859
    ABERCROMBIE & FITCH CO 4,072 4,072
    ABM INDS INC 9,876 9,876
    ACADIA PHARMACEUTICALS INC 5,560 5,560
    ACCENTURE PLC 65,302 65,302
    ACI WORLDWIDE INC 6,418 6,418
    ACS ACTIV DE CONSTRUC Y SERV 3,847 3,847
    ADECCO GROUP S A 2,342 2,342
    ADIDAS AG 21,870 21,870
    ADOBE INC 50,012 50,012
    ADVANCED MICRO DEVICES INC 19,993 19,993
    AEGION CORP 3,988 3,988
    AEGON N V 9,843 9,843
    AFLAC INC 12,985 12,985
    AGILENT TECHNOLOGIES INC 26,542 26,542
    AGIOS PHARMACEUTICALS INC 5,893 5,893
    AGNICO EAGLE MINES LTD 14,525 14,525
    AIA GROUP LTD 77,089 77,089
    AKZO NOBEL N V 1,935 1,935
    ALFA LAVAL AB SWEDEN 6,255 6,255
    ALIGN TECHNOLOGY INC 3,206 3,206
    ALLIANZ SE 32,661 32,661
    ALLSTATE CORP 27,091 27,091
    ALNYLAM PHARMACEUTICALS INC 6,109 6,109
    ALPLABET INC CL A COM 87,594 87,594
    ALSTOM SA 52,579 52,579
    ALSTOM SA 14,916 14,916
    ALTERYX INC 3,288 3,288
    AMADEUS IT GROUP SA 13,700 13,700
    AMAZON COM INC 130,277 130,277
    AMBAC FINL GROUP INC 5,952 5,952
    AMBEV S A 21,806 21,806
    AMERSCO INC 7,940 7,940
    AMERICA MOVIL S A B DE C V 11,428 11,428
    AMERICAN EAGLE OUTFITTERS NEW 4,074 4,074
    AMERICAN EXPRESS CO 23,094 23,094
    AMERICAN INTL GROUP INC 4,165 4,165
    AMERICAN WTR WKS CO INC 60,774 60,774
    AMERISOURCEBERGEN CORP 6,061 6,061
    AMGEN INC 20,233 20,233
    AMN HEALTHCARE SVCS INC 7,644 7,644
    AMNEAL PHARMACEUTICALS INC 3,702 3,702
    ANALOG DEVICES INC 11,227 11,227
    ANHEUSER BUSCH INBEV SA/NV 19,784 19,784
    ANTARES PHARMA INC 9,133 9,133
    ANTHEM INC 15,091 15,091
    APPFOLIO INC 3,601 3,601
    APPLE INC 271,086 271,086
    APPLIED MATLS INC 14,930 14,930
    APTIV PLC 11,596 11,596
    ARCHROCK INC 8,599 8,599
    ARENA PHARMACEUTICALS INC 7,453 7,453
    ARGAN INC COM 5,695 5,695
    ARGENX SE 11,469 11,469
    ARISTA NETWORKS INC 6,393 6,393
    ATRICURE INC 5,734 5,734
    ASHTEAD GROUP PLC 10,339 10,339
    ASML HOLDINGS NV 62,428 62,428
    ASSA ABLOY AB 11,811 11,811
    ASSURANT INC 3,678 3,678
    ASTELLAS PHARMA INC 12,382 12,382
    ASTRANZENECA PLC 24,495 24,495
    ATHENEX INC 2,776 2,776
    ATLAS COPCO AB 7,281 7,281
    ATN INTL INC 4,822 4,822
    AT&T 58 58
    AU OPTRONICS CORP 11,635 11,635
    AUSTRALIA & NEW ZEALAND BKG 8,496 8,496
    AUTO TRADER GROUP PLC 2,037 2,037
    AUTODESK INC 23,511 23,511
    AUTOMATIC DATA PROCESSING 7,971 7,971
    AVALONBAY CMNTYS INC 17,336 17,336
    AVANOS MED INC 4,588 4,588
    AXA SA 10,696 10,696
    AXALTA COATING SYSTEMS LTD 4,968 4,968
    AXON ENTERPRISE INC 9,680 9,680
    B RILEY FINL INC 3,847 3,847
    BADGER METER INC 15,426 15,426
    BAKER HUGHES CO 18,181 18,181
    BANCO SANTANDER CHILE NEW 11,983 11,983
    BANCOLUMBIA S A 26,325 26,325
    BANCORP INC 4,859 4,859
    BANK AMER CORP 30 30
    BANK MARIN BANKCORP 4,911 4,911
    BANK MONTREAL QUE 22,581 22,581
    BANK NEW YORK MELLON CORP 12,902 12,902
    BANK NOVA SCOTIA HALIFAX 6,269 6,269
    BARCLAYS PLC 7,582 7,582
    BAUSCH HEALTH COS INC 11,544 11,544
    BAXTER INTL INC 10,302 10,302
    BCE INC 6,385 6,385
    BEAZER HOMES USA INC 11,650 11,650
    BECTON DICKINSON & CO 20,268 20,268
    BED BATH & BEYOND INC 4,085 4,085
    BEST BUY INC 13,646 13,646
    BIDVEST GROUP LTD 7,248 7,248
    BIOCRYST PHARMACEUTICALS 5,155 5,155
    BIOGEN IDEC INC 12,243 12,243
    BJS WHSL CLUB HLDGS INC 4,585 4,585
    BLACKBERRY LTD 11,709 11,709
    BLUEBIRD BIO INC 5,928 5,928
    BOC HONG KONG HLDGS LTD 21,579 21,579
    BORG WARNER INC 2,821 2,821
    BOSTON SCIENTIFIC CORP 8,233 8,233
    BRAMBLES LTD 10,208 10,208
    BRANDYWINE RLTY TR 14,411 14,411
    BRIGHT HORIZONS FAMILY SOLUTIONS 3,979 3,979
    BRISTOL MYERS SQUIBB CO 20,882 20,882
    BROADCOM INC 7,443 7,443
    BROWN FORMAN CORP 13,932 13,932
    BUNZL PLC 10,249 10,249
    BURBERRY GROUP PLC 4,501 4,501
    CADENCE BANCORPORATION 4,401 4,401
    CAI INTL INC 3,030 3,030
    CALIFORNIA WTR SVC GROUP 8,375 8,375
    CAMPBELL SOUP CO 11,701 11,701
    CANADIAN IMPERIAL BK COMM 15,760 15,760
    CAPGEMINI S E 15,825 15,825
    CAPITAL ONE FINL CORP 16,508 16,508
    CARDINAL HEALTH INC 4,107 4,107
    CAREDX INC 4,637 4,637
    CARMAX INC 8,785 8,785
    CARVANA CO 3,593 3,593
    CATERPILLAR INC 6,735 6,735
    CBRE GROUP INC 14,802 14,802
    CBTX 7,017 7,017
    CENTRAL PAC FINL CORP 9,391 9,391
    CERUS CORP 3,758 3,758
    CHAMPIONX CORP 4,804 4,804
    CHART INDUSTRIES INC 5,536 5,536
    CHARTER COMMUNICATIONS INC NEW 4,631 4,631
    CHEFS WHSE HLDGS LLC 3,365 3,365
    CHEMOCENTRYX INC 4,768 4,768
    CHIPOTLE MEXICAN GRILL INC 5,547 5,547
    CHUBB LTD 9,437 9,437
    CHUNGHWA TELECOM CO LTD 79,403 79,403
    CHURCH & DWIGHT INC 17,359 17,359
    CHURCHILL DOWNS INC 5,454 5,454
    CIGNA CORP NEW 16,654 16,654
    CIT GROUP INC 3,626 3,626
    CITIGROUP INC 13,874 13,874
    CITRIX SYS INC 15,222 15,222
    CLOROX CO 27,663 27,663
    CLOUDERA INC 3,617 3,617
    CMC MATLS INC 4,249 4,249
    CME GROUP INC 2,953 2,953
    COCA COLA CO 21,771 21,771
    COCA-COLA EUROPEAN PARTNERS PLC UNITED KINGDOM 10,265 10,265
    COGNIZANT TECHNOLOGY SOLUTIONS 10,572 10,572
    COHU INC 6,071 6,071
    COLGATE PALMOLIVE CO 12,655 12,655
    COLONY CAP INC NEW CL A 7,807 7,807
    COLONY CREDIT REAL ESTATE INC 3,660 3,660
    COLUMBIA PPTY TR INC 5,421 5,421
    COMCAST CORP 10,270 10,270
    COMERICA INC 24,482 24,482
    COMMERCE BANCSHARES INC 4,898 4,898
    COMMONWEALTH BK AUSTRALIA 21,669 21,669
    COMMSCOPE HLDG CO INC 3,497 3,497
    COMPASS GROUP PLC 14,532 14,532
    COMPASS MINERALS INTL INC 3,271 3,271
    COOPER COS INC 11,990 11,990
    CORE LABORATORIES N V 8,748 8,748
    COUPA SOFTWARE INC 3,728 3,728
    COUSINS PPTYS INC 3,279 3,279
    CREDICORP LTD 41,661 41,661
    CREDIT SUISSE GROUP 23,872 23,872
    CRINETICS PHARMACEUTICALS INC 5,150 5,150
    CRISPER TERAPEUTICS AG 3,828 3,828
    CSL LTD 34,089 34,089
    CVS HEALTH CORP 15,982 15,982
    CYTOKINETICS INC 5,507 5,507
    CYTOMX THERAPEUTICS 3,334 3,334
    DAIICHI SANKYO CO LTD 23,625 23,625
    DAIMLER AG 16,829 16,829
    DAITO TR CONSTR CO LTD 2,428 2,428
    DAIWA HOUSE IND LTD 16,441 16,441
    DANAHER CORP DEL 8,670 8,670
    DARLING INGREDIENTS INC 29,705 29,705
    DASSAULT SYS S A 21,143 21,143
    DECKERS OUTDOOR CORP 6,883 6,883
    DEERE & CO 14,570 14,570
    DELL TECHNOLOGIES INC 7,769 7,769
    DENALI THERAPEUTICS INC 7,622 7,622
    DEUTSCHE BK AG 17,593 17,593
    DEUTSCHE BOERSE ADR 10,393 10,393
    DEUTSCHE POST AG 27,205 27,205
    DEUTSCHE TELEKOM AG 8,271 8,271
    DIAGEO PLC 32,715 32,715
    DISCOVER FINL SVCS 3,712 3,712
    DISNEY WALT CO 58,521 58,521
    DNB NOR ASA 17,071 17,071
    DOCUSIGN INC 6,447 6,447
    DONALDSON INC 3,856 3,856
    DOUGLAS EMMETT INC 19,650 19,650
    DR REDDYS LABS LTD 18,749 18,749
    DRIL-QUIP INC 2,873 2,873
    DXC TECHNOLOGY CO 10,146 10,146
    EAGLE PHARMACEUTICALS INC 8,615 8,615
    EAST JAPAN RY CO 19,872 19,872
    EATON CORP PLC 29,194 29,194
    EBAY INC 12,512 12,512
    ECOLAB INC 29,707 29,707
    EDWARDS LIFESCIENCES CORP 12,863 12,863
    EISAI LTD 10,282 10,282
    EMERGENT BIOSOLUTIONS INC 3,674 3,674
    ENANTA PHARMACEUTICALS INC 5,810 5,810
    ENDO INTERNATIONAL PLC 5,342 5,342
    ENERSYS 11,628 11,628
    ENOVA INTL INC 5 5
    ENVESTNET INC 3,209 3,209
    ERSTE GROUP BANK 1,099 1,099
    ESSENTIAL UTILS INC 17,497 17,497
    ESSILORLUXOTTICA 2,834 2,834
    ETHAN ALLEN INTERIORS INC 3,254 3,254
    ETSY INC 13,165 13,165
    EVENTBRITE INC 2,932 2,932
    EVERSOURCE ENERGY 12,630 12,630
    EVOQUA WATER TECHNOLOGIES CORP 4,317 4,317
    EXACT SCIENCES CORP 3,047 3,047
    EXPEDITOR INTL WASHINGTON INC 20,258 20,258
    EXPERIAN PLC 19,549 19,549
    F M C CORP 12,233 12,233
    FACEBOOK INC 73,753 73,753
    FB FINL CORP 8 8
    FERGUSON PLC 10,293 10,293
    FERRARI NV 11,246 11,246
    FIAT CHRYSTLER AUTOMOBILES NV 9,895 9,895
    FIBROGEN INC 5,675 5,675
    FIFTH THIRD BANCORP 8,825 8,825
    FIRST FNDTN INC 4,220 4,220
    FIRST INTST BANCSYSTEM INC 3,302 3,302
    FIRST SOLAR INC 14,047 14,047
    FLUTTER ENTMT PLC 7,147 7,147
    FOMENTO ECONOMICO MEXICANO SA 27,353 27,353
    FORD MTR CO DEL 3,595 3,595
    FRANKLIN ELEC INC 15,365 15,365
    FRANKS INTERNATIONAL NV 3,288 3,288
    FRESENIUS SE & CO KGAA 3,704 3,704
    FTI CONSULTING INC 3,687 3,687
    FUJIFILM HLDGS CORP 8,006 8,006
    FUJITSU LTD 24,686 24,686
    FULLER HB CO 6,537 6,537
    GALAPAGOS NV 1,584 1,584
    GAP INC DEL 12,154 12,154
    GEA GROUP AG 4,657 4,657
    GENERAL ELEC CO 12,280 12,280
    GENERAL MLS INC 18,228 18,228
    GENMAB A/S 19,517 19,517
    GENMARK DIAGNOSTICS INC 3,387 3,387
    GILEAD SCIENCES INC 11,594 11,594
    GLAUKOS CORP 3,989 3,989
    GIVAUDAN SA 21,099 21,099
    GLAXOSMITHKLINE PLC 10,294 10,294
    GLOBANT SA 32,642 32,642
    GRAINGER W W INC 12,659 12,659
    GRANDEUR PEAK EMERGING MKTS 616,974 616,974
    GRANITE CONSTR INC 7,730 7,730
    GRANITE PT MTG TR INC 3,905 3,905
    GREENBRIER COS INC 4,147 4,147
    GROUPO AVAL ACCIONES Y VALORES 30,440 30,440
    GROUPON INC 3,534 3,534
    GRUPO AEROPORTUARIO DEL PACIFICO 7,679 7,679
    GRUPO FINANCIERO BANORTE S A B 4,925 4,925
    GUESS INC 3,569 3,569
    G1 THERAPEUTICS INC 3,202 3,202
    HALOZYME THERAPEUTICS INC 14,735 14,735
    HANG SENG BK LTD 6,380 6,380
    HANNON ARMSTRONG SUSTAINABLE 9,502 9,502
    HARBORONE BANCORP INC NEW 5,118 5,118
    HARTFORD FINL SVCS GROUP INC 16,024 16,024
    HASBRO INC 12,067 12,067
    HAVERTY FURNITURE INC 3,680 3,680
    HEALTHEQUITY INC 4,252 4,252
    HEALTHPEAK PPTYS INC 19,710 19,710
    HEIDRICK & STRUGGLES INTL INC 4,143 4,143
    HEINEKEN N V 3,125 3,125
    HELIOS TECHNOLOGIES INC 27 27
    HELIX ENERGY SOLUTIONS GROUP INC 5,447 5,447
    HENKEL AG & CO KGAA 8,200 8,200
    HENNES & MAURITZ AB 10,263 10,263
    HERC HLDGS INC 6,043 6,043
    HERITAGE FINL CORP 5,777 5,777
    HERSHEY CO 21,022 21,022
    HERTZ RENT CAR HLDG CO INC 175 175
    HEWLETT PACKARD ENTERPRISE CO 10,055 10,055
    HEXCEL CORP NEW 4,364 4,364
    HIGHWOODS PPTYS INC 6,935 6,935
    HILTON GRAND VACATIONS INC 5,016 5,016
    HITACHI LTD 35,120 35,120
    HOLOGIC INC 3,714 3,714
    HOME DEPOT INC 9,562 9,562
    HOMESTREET INC 3,983 3,983
    HONDA MTR LTD 28,730 28,730
    HONG KONG EXCHANGES & CLEARING 54,922 54,922
    HORIZON BANCORP INC 7,771 7,771
    HORIZON THERAPEUTICS PUB LTD CO 5,267 5,267
    HOYA CORP 8,293 8,293
    HP INC 9,319 9,319
    HSBC HLDGS PLC 10,830 10,830
    HUBSPOT INC 3,964 3,964
    HUMANA INC 26,708 26,708
    HUNTINGTON BANCSHARES INC 7,949 7,949
    HYSTER-YALE MATLS HANDLING INC 6,551 6,551
    ICF INTL INC 14,149 14,149
    ICICI BK LTD 21,740 21,740
    IHS MARKET LTD 40,603 40,603
    INDEPENDENT BK CORP 10,472 10,472
    INDUSTRIA DE DISENO TEXTIL 18,353 18,353
    INFINEON TECHNOLOGIES AG 14,595 14,595
    INFORMA PLC 9,050 9,050
    INFOSYS TECHNOLOGIES LTD 66,580 66,580
    ING GROEP N V 4,682 4,682
    INGERSOLL-RAND COP LTD 3,736 3,736
    INTEL CORP 32,234 32,234
    INTERCONTINENTAL EXCHANGE INC 11,644 11,644
    INTERFACE INC 9,356 9,356
    INTERNATIONAL FLAVORS&FRANGRANC 6,796 6,796
    INTERNATIONAL GAME TECHNOLOGY 1,220 1,220
    INTERPUBLIC GROUP COS INC 18,557 18,557
    INFINERA CORP 3,699 3,699
    INSPIRE MED SYS INC 4,890 4,890
    INTERCEPT PHARMACEUTICALS 3,532 3,532
    INTRA-CELLULAR THERAPIES INC 6,837 6,837
    INTUIT 15,574 15,574
    INVESCO MORTGAGE CAPITAL INC 4,097 4,097
    INVITAE CORP 4,850 4,850
    IQVIA HLDGS INC 9,317 9,317
    IRHYTHM TECHNOLOGIES INC 7,828 7,828
    IRON MOUNTAIN INC 6,893 6,893
    IRONWOOD PHARMACEUTICALS INC 3,827 3,827
    ITRON INC 16,111 16,111
    ITT INC 6,085 6,085
    ITV PLC 6,701 6,701
    J P MORGAN CHASE & CO 47,524 47,524
    J SAINSBURY PLC 1,147 1,147
    JBG SMITH PPTYS 12,094 12,094
    JACK IN THE BOX INC 3,062 3,062
    JAMES RIVER GROUP HLDGS LTD 3,588 3,588
    JANUS HENDERSON GROUP PLC 5,234 5,234
    JAPAN EXCHANGE GROUP INC 9,402 9,402
    JOHN BEAN TECHNOLOGIES CORP 4,099 4,099
    JOHNSCON & JOHNSON 68,146 68,146
    JOHNSON CONTROLS INTL PLC 13,258 13,258
    JONES LANG LASALLE INC 12,760 12,760
    JULIUS BAER GROUP LTD 16,732 16,732
    JUNIPER NETWORKS INC 10,827 10,827
    KADANT INC 3,665 3,665
    KASIKORNBANK PUB CO LTD 27,959 27,959
    KB FINL GROUP INC 71,993 71,993
    KB HOME 16,190 16,190
    KBC GROUP NV 7,920 7,920
    KELLOGG CO 8,277 8,277
    KELLY SVCS INC 4,402 4,402
    KERING S A 26,182 26,182
    KEURIG DR PEPPER INC 15,968 15,968
    KEYCORP NEW 12,504 12,504
    KEYSIGHT TECHNOLOGIES INC 6,737 6,737
    KILROY RLTY CORP 33,408 33,408
    KINGFISHER PLC 5,803 5,803
    KIRIN HLDGS CO LTD 6,742 6,742
    KONE OYJ 6,261 6,261
    KONINKLIJKE AHOLD DELHAIZE NV 22,197 22,197
    KONINKLIJKE PHILIPS NV 29,848 29,848
    KROGER CO 5,145 5,145
    KUMBIA IRON ORE 6,021 6,021
    LAKELAND BANCORP INC 7,214 7,214
    LAS VEGAS SANDS CORP 6,556 6,556
    LAUDER ESTEE COS INC 8,252 8,252
    LEGRAND S A 15,810 15,810
    LENSAR INC 355 355
    LHC GROUP INC 7,040 7,040
    LIBERTY LATIN AMERICA LTD 4,797 4,797
    LILLY ELI & CO 17,391 17,391
    LINCOLN NATL CORP IND 7,848 7,848
    LIVE NATION ENTERTAINMENT INC 4,041 4,041
    LIVE OAK BANCSHARES INC 8,543 8,543
    LIVENT CORP 5,595 5,595
    LIVEPERSON INC 5,227 5,227
    LIVERAMP HLDGS INC 4,245 4,245
    LIXIL GROUP CORP 1,688 1,688
    LLOYDS BANKING GROUP PLC 3,183 3,183
    LOCALIZA RENT A CAR SA 7,945 7,945
    LOGITECH INTL S A 18,855 18,855
    LONDON STK EXCHANGE GROUP PLC 16,870 16,870
    LOREAL CO 51,338 51,338
    LOWES COS INC 16,532 16,532
    LPL FINL HLDGS INC 4,065 4,065
    LULULEMON ATHLETICA INC 4,176 4,176
    LUMEN TECHNOLOGIES INC 10 10
    LVMH MOET HENNESSY LOUIS VUITTON 50,634 50,634
    LYFT INC 7,026 7,026
    MACERICH CO 3,169 3,169
    MACROGENICS INC 5,144 5,144
    MACYS INC 6,908 6,908
    MAGNITE INC 4,975 4,975
    MANPOWERGROUP INC 10,912 10,912
    MARKETAXESS HLDGS INC 3,423 3,423
    MARSH & MCLENNAN COS INC 12,636 12,636
    MARVELL TECHNOLOGY GROUP INC 6,997 6,997
    MASTERCARD INC 37,479 37,479
    MCCORMICK & CO INC 13,623 13,623
    MCDONALDS CORP 23,175 23,175
    MCKESSON CORP 5,044 5,044
    MEDRONIC PLC 21,072 21,072
    MELCO CROWN ENTERTAINMENT LTD 10,165 10,165
    MERCANTILE BK CORP 9,102 9,102
    MERCHANTS BANCORP IND 3,963 3,963
    MERCK & CO INC 42,132 42,132
    MERCK KGAA 9,617 9,617
    MEREDITH CORP 4,186 4,186
    MERIDIAN BANCORP INC MD 6,521 6,521
    MERITAGE HOMES CORP 15,487 15,487
    METTLER TOLEDO INTERNATIONAL 10,257 10,257
    MICROSOFT CORP 226,646 226,646
    MIDDLESEX WATER CO 3,986 3,986
    MILLER HERMAN INC 8,305 8,305
    MITSUBISHI ESTATE LTD 14,348 14,348
    MOBILE TELESYSTEMS PJSC 10,391 10,391
    MODEL N INC 3,925 3,925
    MOLSON COORS BREWING CO 6,959 6,959
    MOODYS CORP 9,578 9,578
    MORGAN STANLEY 14,254 14,254
    MOWI ASA 12,292 12,292
    MR COOPER GROUP INC 4,189 4,189
    MRC GLOBAL INC 5,231 5,231
    MS&AD INS GROUP HLDGS 2,099 2,099
    MTN GROUP LTD 885 885
    MUELLER WTR PRODS INC 8,852 8,852
    MUNICH RE GROUP 18,419 18,419
    MURATA MFG CO CO LTD 5,416 5,416
    MYR GROUP INC DEL 15,566 15,566
    NANOSTRING TECHNOLOGIES INC 4,013 4,013
    NASDAQ INC 16,858 16,858
    NASPERS LTD 37,411 37,411
    NATIONAL AUSTRALIA BK LTD 25,183 25,183
    NATIONAL INSTRS CROP 7,909 7,909
    NATIONAL OILWELL VARCO INC 9,281 9,281
    NATURA & CO HLDG S A 13,620 13,620
    NEOGENOMICS INC 7,807 7,807
    NESTLE S A 68,056 68,056
    NETAPP INC 5,895 5,895
    NETFLIX COM INC 23,792 23,792
    NETGEAR INC 5,160 5,160
    NEVRO CORP 7,097 7,097
    NEW YORK MTG TR INC 7,307 7,307
    NEWELL RUBBERMAID INC 6,857 6,857
    NIKE INC 37,348 37,348
    NISSAN MOTORS 11,510 11,510
    NOKIA CORP 17,196 17,196
    NOMURA HLDGS INC 14,839 14,839
    NORDSTROM INC 6,648 6,648
    NORTHERN TR CORP 8,727 8,727
    NORTHFIELD BANCORP INC DEL 6,966 6,966
    NORTONLIFELOCK INC 7,585 7,585
    NOVARTIS A G 56,280 56,280
    NOVOCURE INC 5,883 5,883
    NOVO-NORDISK A S 22,562 22,562
    NSK LTD 1,927 1,927
    NV5 GLOBAL INC 3,860 3,860
    NVIDIA CORP 54,309 54,309
    OKTA INC 3,814 3,814
    OMNICELL INC 5,521 5,521
    OMNICOM GROUP INC 20,166 20,166
    OMRON CORP 33,148 33,148
    ONESPAN INC 3,536 3,536
    OPEN TEXT CORP 6,137 6,137
    OPENHEIMER HLDGS INC 5,689 5,689
    ORACLE CORP 17,984 17,984
    ORASURE TECHNOLOGIES INC 4,414 4,414
    ORIX CORP 6,496 6,496
    ORMAT TECHNOLOGIES INC 30,605 30,605
    ORKLA A S 6,239 6,239
    PACIFIC BIOSCIENCES CALIF INC 8,119 8,119
    PACIFIC PREMIER BANCORP 5,639 5,639
    PAN AMERN SILVER CORP 2,864 2,864
    PANASONIC CORP 26,060 26,060
    PANDORA 2,687 2,687
    PARAMOUNT GROUP INC 3,963 3,963
    PARKER DRILLING CO 18 18
    PARSONS CORP 7,865 7,865
    PAYPAL HOLDINGS INC 38,175 38,175
    PDL BIOPHARMA INC 1,613 1,613
    PEARSON PLC 5,710 5,710
    PENTAIR PLC 6,902 6,902
    PEOPLES BANCORP INC 8,371 8,371
    PEPSICO INC 10,844 10,844
    PERFORMANCE FOOD GROUP CO 7,284 7,284
    PERKINELMER INC 16,503 16,503
    PERNOD RICARD S A 13,304 13,304
    PERRIGO CO 8,050 8,050
    PERSIMMON PLC 6,203 6,203
    PFIZER 12,442 12,442
    PIEDMONT OFFICE RLTY TR INC 18,495 18,495
    PINTEREST 4,613 4,613
    PITNEY BOWES INC 4,577 4,577
    PJT PARTNERS INC 3,763 3,763
    PLANTRONICS INC NEW 4,352 4,352
    PLDT INC 14,095 14,095
    PLUG PWR INC 18,074 18,074
    PNC FINL SVCS GROUP INC 12,963 12,963
    PRA HEALTH SCIENCES INC 6,147 6,147
    PREMIER FINL CORP 6,348 6,348
    PRICESMART INC 3,644 3,644
    PRIMORIS SVCS CORP 3,846 3,846
    PRINCIPAL FINL GROUP INC 5,854 5,854
    PROCTER & GAMBLE CO 23,932 23,932
    PROLOGIS INC 36,177 36,177
    PROTHENA CORP PLC 5,188 5,188
    PRUDENTIAL FINL INC 9,993 9,993
    PRUDENTIAL PLC 15,511 15,511
    PT BK MANDIRI PERSERO TBK 14,749 14,749
    PT BANK RAKYAT 7,672 7,672
    PTC THERAPEUTICS INC 7,018 7,018
    PUBLICIS S A NEW 6,982 6,982
    PVH CORP 5,352 5,352
    QCR HLDGS INC 8,287 8,287
    QIAGEN N V 951 951
    QUALCOMM INC 26,964 26,964
    QUANTERIX CORP 3,302 3,302
    QUEST DIAGNOSTICS INC 7,389 7,389
    QUIDEL CORP 3,054 3,054
    QUINSTREET INC 3,988 3,988
    RECKITT BENCKISER PLC 32,372 32,372
    REDFIN CORP 4,735 4,735
    REDWOOD TR INC 4,390 4,390
    REGENCY CTRS CORP 4,526 4,526
    REGENERON PHARMACEUTICALS 5,314 5,314
    REGENXBIO INC 7,893 7,893
    RELX NV 11,393 11,393
    RENAULT S A 10,632 10,632
    REPLIGEN CORP 10,731 10,731
    RESMED INC 16,367 16,367
    RH 9,398 9,398
    RINGCENTRAL INC 7,200 7,200
    RITCHIE BROS AUCTIONEERS INC 12,449 12,449
    ROCHE HLDG LTD 49,289 49,289
    ROCKWELL AUTOMATION INC 5,016 5,016
    ROKU INC 5,644 5,644
    ROYAL BK CDA MONTREAL QUE 51,780 51,780
    ROYAL GOLD INC 3,935 3,935
    RYDER SYS INC 8,646 8,646
    RYERSON HLDG CORP 5,852 5,852
    SAGE THERAPEUTICS INC 5,796 5,796
    SAILPOINT TECHNOLOGIES HLDGS 6,282 6,282
    S&P GLOBAL INC 23,340 23,340
    SALESFORCE COM INC 34,270 34,270
    SAMPO OYJ 8,206 8,206
    SANDS CHINA LTD 10,100 10,100
    SANDVIK AB 13,849 13,849
    SANLAM LTD 30,436 30,436
    SANOFI 25,850 25,850
    SANTEN PHARMACEUTICAL CO LTD 17,652 17,652
    SCHNITZER STL INDS 36,377 36,377
    SCHNEIDER ELEC SE 43,713 43,713
    SCIENTIFIC GAMES CORP 5,477 5,477
    SCHWAB CHARLES CORP NEW 8,752 8,752
    SEACOAST BKG CORP FLA 3,681 3,681
    SEAGEN INC 3,678 3,678
    SEIKO EPSON CORP 1,260 1,260
    SEKISUI HOUSE LTD 14,075 14,075
    SELECT ENERGY SVCS INC 3,059 3,059
    SELECTIVE INS GROUP INC 8,439 8,439
    SEMTECH CORP 5,190 5,190
    SEVEN & I HLDGS CO LTD 11,872 11,872
    SHAKE SHACK INC 4,069 4,069
    SHERWIN WILLIAMS CO 24,252 24,252
    SHISEIDO 12,994 12,994
    SHOCKWAVE MED INC 3,838 3,838
    SIGNET JEWELERS INC 2,782 2,782
    SILICON LABORATORIES INC 8,404 8,404
    SITONE LANDSCAPE SUPPLY INC 8,566 8,566
    SIX FLAGS ENTMT CORP NEW 4,842 4,842
    SK TELECOM LTD 74,321 74,321
    SMITH & NEPHEW PLC 4,090 4,090
    SOCIETE GENERALE FRANCE 542 542
    SOLAREDGE TECH INC 4,787 4,787
    SONIC HEALTHCARE LTD 15,282 15,282
    SONOS INC 4,795 4,795
    SONOVA HLDG AG 9,159 9,159
    SONY CORP 54,493 54,493
    SOUTHWEST GAS HLDGS INC 5,528 5,528
    SPARTANNASH CO 4,910 4,910
    SPLUNK INC 6,965 6,965
    SPX CORP 5,072 5,072
    SQUARE INC 9,576 9,576
    STAAR SURGICAL CO 3,723 3,723
    STAMPS COM INC 4,709 4,709
    STANDARD BK GROUP 2,630 2,630
    STARBUCKS CORP 25,140 25,140
    STITCH FIX INC 6,812 6,812
    STMICROELECTRONICS N V 6,385 6,385
    STRYKER CORP 7,370 7,370
    SUMITOMO MITSUI FINL GROUP INC 5,446 5,446
    SUN HUNG KAI PPTYS LTD 29,302 29,302
    SUN LIFE FINL INC 25,031 25,031
    SUNPOWER CORP 7,769 7,769
    SUNRUN INC 16,651 16,651
    SWISS RE LTD 2,734 2,734
    SYSCO CORP 11,288 11,288
    SYSMEX CORP 23,300 23,300
    T-MOBILE US INC 16,047 16,047
    TAIWAN SEMICONDUCTOR MFG LTD 160,829 160,829
    TAKEDA PHARMACEUTICAL CO LTD 20,038 20,038
    TAPESTRY INC 6,278 6,278
    TARGET CORP 14,475 14,475
    TAYLOR MORRISON HOME CORP 4,514 4,514
    TCF FINL CORP 4,998 4,998
    TECHNIPFMC PLC 7,849 7,849
    TEGNA INC 4,290 4,290
    TELADOC HEALTH INC 7,798 7,798
    TELEFONICA BRASIL SA 16,240 16,240
    TENABLE HLDGS INC 5,278 5,278
    TENET HEALTHCARE CORP 5,950 5,950
    TENNANT CO 5,894 5,894
    TERADATA CORP 3,797 3,797
    TERADYNE INC 17,984 17,984
    TEREX CORP NEW 6,908 6,908
    TESLA MTRS INC 74,095 74,095
    TETRA TECH INC NEW 21,419 21,419
    THE TRADE DESK INC 5,607 5,607
    THERAVANCE BIOPHARMA INC 3,252 3,252
    THERMO FISHER SCIENTIFIC CORP 15,378 15,378
    THOMPSON REUTERS CORP 29,071 29,071
    TIDEWATER INC NEW 1 1
    TIFFANY & CO NEW 7,230 7,230
    TIM S A 13,792 13,792
    TJX COS INC NEW 13,316 13,316
    TOKIO MARINE HLDGS INC 17,069 17,069
    TOKYO ELECTRON LTD 23,804 23,804
    TORO CO 11,032 11,032
    TORONTO DOMINION BK ONTARIO 20,142 20,142
    TOYOTA MOTOR CORP 80,686 80,686
    TPG RE FIN TR INC 5,082 5,082
    TPI COMPOSITES INC 16,678 16,678
    TRANE TECH PUB LTD CO 13,500 13,500
    TRAVELERS COS INC 13,897 13,897
    TREX INC 5,274 5,274
    TRINSEO S A 3,790 3,790
    TRIUMPH BANCORP INC 5,535 5,535
    TRUPANION INC 8,619 8,619
    TRUSTCO BK CORP NY 9,865 9,865
    TTEC HLDGS INC 5,834 5,834
    TUCOWS INC 4,286 4,286
    TURKCELL ILETISIM HIZMETLERI S A 10,192 10,192
    TURKIYE GARANTI BANKASI A S 614 614
    TWILIO INC 7,785 7,785
    TWIST BIOSCIENCE CORP 6,075 6,075
    TWITTER INC 5,577 5,577
    UBER TECHNOLOGIES INC 13,923 13,923
    UBISOFT ENTMT SA 7,235 7,235
    UBS GROUP AG 25,236 25,236
    ULTRAGENYX PHARMACEUTICAL INC 14,812 14,812
    UMICORE SA 21,392 21,392
    UMPQUA HLDGS CORP 5,208 5,208
    UNICREDIT SPA 5,811 5,811
    UNILEVER PLC 20,221 20,221
    UNITED FIRE GROUP INC 9,337 9,337
    UNITED MICROELECTRONICS CORP 15,570 15,570
    UNITED NAT FOODS INC 2,811 2,811
    UNITEDHEALTH GROUP INC 20,690 20,690
    UNIVERSAL DISPLAY CORP 6,894 6,894
    UPLAND SOFTWARE INC 3,671 3,671
    UPWORK INC 4,142 4,142
    US BANCORP DEL 18,193 18,193
    VAIL RESORTS INC 5,021 5,021
    VALEO 11,612 11,612
    VALVOLINE INC 8,076 8,076
    VARIAN MED SYS INC 8,401 8,401
    VECTRUS INC 14,468 14,468
    VERIZON COMMUNICATIONS INC 17,919 17,919
    VESTAS WIND SYS A/S UTD KINGDOM 66,018 66,018
    VF CORP 3,587 3,587
    VIACOMCBS INC 5,512 5,512
    VIAD CORP 4,160 4,160
    VIATRIS INC 786 786
    VIAVI SOLUTIONS INC 3,699 3,699
    VINCI S A 24,091 24,091
    VIRTUS INVT PARTNERS INC 3,255 3,255
    VISA INC 89,461 89,461
    VISTEON CORP 6,401 6,401
    VOCERA COMMUNICATIONS INC 7,766 7,766
    VONAGE HLDGS CORP 3,772 3,772
    VORNADO RLTY TR 9,858 9,858
    VOYA FINL INC 24,583 24,583
    WABASH NATL CORP 5,427 5,427
    WABTEC CORP 5,636 5,636
    WALGREENS BOOTS ALLIANCE INC 5,703 5,703
    WALKER & DUNLOP INC 7,178 7,178
    WASHINGTON TR BANCORP 5,212 5,212
    WATERS CORP 3,711 3,711
    WATTS WATER TECHNOLOGIES INC 4,381 4,381
    WELLTOWER INC 10,404 10,404
    WERNER ENTERPRISES INC 10,810 10,810
    WESCO INTL INC 22,294 22,294
    WESTPAC BKG CORP 10,370 10,370
    WHEATON PRECIOUS METALS CORP 44,745 44,745
    WHIRLPOOL CORP 3,429 3,429
    WIDEOPENWEST INC 3,916 3,916
    WILEY JOHN & SONS INC 10,995 10,995
    WILLIAMS SONOMA INC 3,768 3,768
    WIPRO LTD 57,850 57,850
    WORKDAY INC 14,377 14,377
    WORKIVA INC 5,497 5,497
    WPP PLC 8,761 8,761
    WYNDHAM DESTINATIONS INC 18,079 18,079
    WYNN MACAU LTD 12,023 12,023
    XEROX CORP 4,618 4,618
    XILINX INC 11,342 11,342
    XYLEM INC 53,338 53,338
    YASKAWA ELEC CORP 33,788 33,788
    YEXT INC 4,182 4,182
    ZALANDO SE 15,376 15,376
    ZOGENIX INC 5,257 5,257
    ZSCALER INC 4,593 4,593
    ZUORA INC 6,115 6,115
    ZURICH INS GROUP LTD 5,916 5,916

    TY 2020 InvestmentsOtherSchedule2
    Name:
    JUBITZ FAMILY FOUNDATION
    EIN:
    93-1324016
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ECOTRUST FORESTS LLC FMV 108,505 108,505
    PALMER SQUARE SHORT DURATION FMV 804,149 804,149
    ALLIANZGI EMERGING MARKETS CONSUMER LLC FMV 528,505 528,505

    TY 2020 LandEtcSchedule2
    Name:
    JUBITZ FAMILY FOUNDATION
    EIN:
    93-1324016
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    COMPUTER 1,146 668 478  


    TY 2020 OtherExpensesSchedule
    Name:
    JUBITZ FAMILY FOUNDATION
    EIN:
    93-1324016
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    POSTAGE AND DELIVERY 315 67   268
    OFFICE SUPPLIES 2,936 586   2,342
    OTHER 531 106   425
    PROGRAM EXPENSES 6,280 0   5,890
    DUES AND SUBSCRIPTIONS 9,848 1,963   7,854
    OREGON CHARITY REGISTRATION FEES 1,805 0   1,805
    INSURANCE 904 0   904
    INVESTMENT EXPENSES PER K-1'S 7,465 7,465   0


    TY 2020 OtherIncomeSchedule2
    Name:
    JUBITZ FAMILY FOUNDATION
    EIN:
    93-1324016
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PEACE POLE REVENUE 300   300
    OTHER INCOME REPORTED ON K-1 5,402 5,402 5,402


    TY 2020 OtherIncreasesSchedule
    Name:
    JUBITZ FAMILY FOUNDATION
    EIN:
    93-1324016
    Description Amount
    NET INCREASE IN THE FAIR VALUE OF INVESTMENTS 687,320


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    JUBITZ FAMILY FOUNDATION
    EIN:
    93-1324016
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    U.S. TRUST - INVESTMENT MGMT. FEES 56,911 56,911   0
    MOLLY WALLACE - CONSULTING SERVICES 14,843 0   14,843
    ADAM SB ARMAN AB - CONSULTING SERVICES 4,305 0   4,305
    AYALA PALOMA LLC - GRAPHIC DESIGN 980 0   980
    KRISTIN HENDERSON - CONSULTING SERVICES 400 0   400
    TONY DEFALCO - CONSULTING SERVICES 200 0   200


    TY 2020 TaxesSchedule
    Name:
    JUBITZ FAMILY FOUNDATION
    EIN:
    93-1324016
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX ON INVESTMENT INCOME 39,205 0   0