Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
JUBITZ FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)5505 SW HEWETT BLVD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PORTLAND, OR97221
A Employer identification number

93-1324016
B Telephone number (see instructions)

(503) 292-0046
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$15,335,999J 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) 202,550
2 Check right arrow.............
3 Interest on savings and temporary cash investments 23 23  
4 Dividends and interest from securities... 406,205 406,205  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 150,798
b Gross sales price for all assets on line 6a 4,979,536
7 Capital gain net income (from Part IV, line 2)... 150,798
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
List of Attached Documents:
// Content
39,082 32,052 7,030
12 Total. Add lines 1 through 11........ 798,658 589,078 7,030
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 51,500 10,255 0 41,022
14 Other employee salaries and wages...... 258,750 50,423 0 201,690
15 Pension plans, employee benefits....... 70,581 14,036 0 56,143
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,780 0 0 5,780
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
207,860 70,265 0 137,245
17 Interest............... 30,491 30,491 0 0
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
20 0 20
20 Occupancy.............. 2,747 549 0 2,198
21 Travel, conferences, and meetings....... 32,327 6,603 0 26,410
22 Printing and publications.......... 170 34 0 136
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
28,479 3,374 7,010 19,733
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 688,705 186,030 7,030 490,357
25 Contributions, gifts, grants paid....... 371,311 376,311
26 Total expenses and disbursements. Add lines 24 and 25 1,060,016 186,030 7,030 866,668
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -261,358
b Net investment income (if negative, enter -0-) 403,048
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 1,867 10,979 10,979
2 Savings and temporary cash investments......... 489,247 1,066,940 1,066,940
3 Accounts receivable right arrow860
Less: allowance for doubtful accounts right arrow   2,142 860 860
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 9,972,661 Click to see attachment
List of Attached Documents:
// Content
10,224,728 		10,224,728
c Investments—corporate bonds (attach schedule)....... 2,763,119 Click to see attachment
List of Attached Documents:
// Content
3,076,456 		3,076,456
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 899,063 Click to see attachment
List of Attached Documents:
// Content
956,036 		956,036
14 Land, buildings, and equipment: basis right arrow1,146
Less: accumulated depreciation (attach schedule) right arrow1,146 20 Click to see attachment
List of Attached Documents:
// Content
0 		0
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,000,000 		Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 15,128,119 15,335,999 15,335,999
Liabilities 17 Accounts payable and accrued expenses.......... 11,271 16,559
18 Grants payable................. 10,000 5,000
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 1,000,000  
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 1,021,271 21,559
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 14,106,848 15,314,440
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 14,106,848 15,314,440
30 Total liabilities and net assets/fund balances (see instructions). 15,128,119 15,335,999
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
14,106,848
2
Enter amount from Part I, line 27a .....................
2
-261,358
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,468,950
4
Add lines 1, 2, and 3 ..........................
4
15,314,440
5
Decreases not included in line 2 (itemize) right arrow
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
15,314,440
Form 990-PF (2023)
Form 990-PF (2023)
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 P    
c LONG TERM CAPITAL GAIN FROM SECURITIES P    
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 4,979,536   4,864,492 115,044
b       1,478
c       34,276
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       115,044
b       1,478
c       34,276
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 2 150,798
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
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 right arrow 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) 1 5,602
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 5,602
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 5,602
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 29,977
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 29,977
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 24,375
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow24,375 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOR
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowWWW.JUBITZ.ORG
14
The books are in care ofright arrowTHE FOUNDATION Telephone no.right arrow (503) 292-0046

Located atright arrow5505 SW HEWETT BLVDPORTLANDOR ZIP+4right arrow97221
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
5505 SW HEWETT BLVD
PORTLAND,OR97221
ELIZABETH JUBITZ SAYLER VICE PRESIDENT
2.00 		500 0 0
5505 SW HEWETT BLVD
PORTLAND,OR97221
SARAH C JUBITZ TREASURER
2.00 		500 0 0
5505 SW HEWETT BLVD
PORTLAND,OR97221
KATHERINE H JUBITZ SECRETARY
2.00 		500 0 0
5505 SW HEWETT BLVD
PORTLAND,OR97221
LAUREN FORMAN EXECUTIVE DIRECTOR
20.00 		50,000 13,959 0
5505 SW HEWETT BLVD
PORTLAND,OR97221
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 		109,000 14,526 0
5505 SW HEWETT BLVD
PORTLAND,OR97221
KELSEY COOLIDGE DIRECTOR, WAR PREVEN
40.00 		73,750 7,559 0
5505 SW HEWETT BLVD
PORTLAND,OR97221
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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
SYBIL ACKERMAN-MUNSON ENVIRONMENTAL PROGRAM MANAGEMENT 60,000
20200 SE WALGREN ROAD
DAMASCUS,OR97089
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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 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. 291,203
2 ENVIRONMENT - TO PROTECT AND RESTORE NATURAL FOREST AND FRESHWATER HABITATS THROUGHOUT OREGON FOR THIS AND FUTURE GENERATIONS. 61,729
3 PEACE POLE - TO SUPPORT PEACE BUILDING ACTIVITIES IN ALL SECTORS OF SOCIETY, WITH AN EMPHASIS ON PROVIDING VIABLE ALTERNATIVES TO WAR AND VIOLENCE. 10,934
4  
Part VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
14,035,972
b
Average of monthly cash balances.......................
1b
732,980
c
Fair market value of all other assets (see instructions)................
1c
458,333
d
Total (add lines 1a, b, and c).........................
1d
15,227,285
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
15,227,285
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
228,409
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
14,998,876
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
749,944
Part X
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 IX, line 6..................
1
749,944
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
5,602
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,602
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
744,342
4
Recoveries of amounts treated as qualifying distributions................
4
1,000,000
5
Add lines 3 and 4............................
5
1,744,342
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 XII, line 1 ...
7
1,744,342
Part XI
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
866,668
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
866,668
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,744,342
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 31,283
b From 2019...... 82,490
c From 2020...... 175,193
d From 2021...... 1,105,727
e From 2022...... 204,035
f Total of lines 3a through e ........ 1,598,728
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 866,668
a Applied to 2022, 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 2023 distributable amount..... 866,668
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 877,674 877,674
(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 5 721,054
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		721,054
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021.... 517,019
d Excess from 2022.... 204,035
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
LAUREN FORMAN
5505 SW HEWETT BLVD
PORTLAND,OR97221
(503) 292-0046
bThe form in which applications should be submitted and information and materials they should include:
1. 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 FOUNDATION'S WEBSITE, WWW.JUBITZ.ORG. 2. VIRTUAL OR IN-PERSON SITE VISIT/MEETING - UPON APPROVAL OF AN LOI, A MEETING IS SCHEDULED TO DETERMINE WHETHER THE NONPROFIT APPLICANT SHOULD SUBMIT A FORMAL GRANT APPLICATION. 3. GRANT APPLICATION - THE LINK TO THE GRANT MANAGEMENT SYSTEM CAN BE FOUND ON THE FOUNDATION'S WEBSITE AND REQUIRES THE FOLLOWING INFORMATION: A. FULL DESCRIPTION OF THE PROJECT (CHARITABLE USE OF FUNDS) B. ANTICIPATED OUTCOMES OF THE PROJECT/PROGRAM AND DESCRIPTION OF SYSTEM OF MEASUREMENT/EVALUATION C. A DETAILED BUDGET FOR THE PROJECT OR PROGRAM, AND THE ORGANIZATION'S OVERALL BUDGET, AS WELL AS MAJOR SOURCES OF INCOME D. A LIST OF CURRENT BOARD OF DIRECTORS E. COPY OF THE ORGANIZATION'S IRS DETERMINATION LETTER F. ORGANIZATION'S MOST CURRENT FINANCIAL STATEMENTS AND/OR FORM 990
cAny submission deadlines:
MARCH 15 FOR SPRING GRANTMAKING MEETING; SEPTEMBER 15 FOR FALL GRANTMAKING MEETING.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
*ENVIRONMENTAL STEWARDSHIP, WITH AN EMPHASIS ON THE MOUNT HOOD REGION OF OREGON, INCLUDING ITS RIVERS, FORESTS, AND WATERSHED ECOSYSTEMS. *PEACEBUILDING ACTIVITIES AND EDUCATION, WITH AN EMPHASIS ON VIABLE ALTERNATIVES TO WAR AND POLITICAL VIOLENCE, PARTICULARLY THOSE PRACTICES THAT DEMONSTRATE THE EFFECTIVENESS OF NONVIOLENCE AND CHALLENGES TO MILITARISM.
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

AMERICAN UNIVERSITY

4400 MASSACHUSETTS AVENUE NW
WASHINGTON,DC20016 		  PC SUPPORT FOR DAVID VINE'S PROGRAM 5,000

BARK

PO BOX 12065
PORTLAND,OR97212 		  PC A CHANGING PARADIGM FOR MOUNT HOOD 15,000

CASCADIA WILD

5431 NE 20TH AVENUE
PORTLAND,OR97211 		  PC THE WOLVERINE TRACKING PROJECT 5,000

COLUMBIA INSIGHT

PO BOX 1021
HOOD RIVER,OR97031 		  PC ENVIRONMENTAL JOURNALISM ON MOUNT HOOD 8,000

COLUMBIA RIVERKEEPER

407 PORTWAY AVENUE 301
HOOD RIVER,OR97031 		  PC HOOD RIVER BASIN HABITAT PROTECTION PROJECT 12,000

COLUMBIA SLOUGH WATERSHED COUNCIL

7040 NE 47TH AVENUE
PORTLAND,OR97218 		  PC FISCAL SPONSOR FOR SANDY RIVER WATERSHED 30,000

CRAG LAW CENTER

3141 E BURNSIDE STREET
PORTLAND,OR97214 		  PC GRASSHOPPER PROJECT - MT HOOD NAT'L FOREST 10,000

CURE VIOLENCE GLOBAL

227 W MONROE STREET SUITE 1025
CHICAGO,IL60606 		  PC HATE-PDX CONTINUED SUPPORT 5,000

GEORGE MASON UNIVERSITY FOUNDATION

4400 UNIVERSITY DRIVE MS 1A3
FAIRFAX,VA22030 		  PC POINT OF VIEW #2 SPONSORSHIP & POV 3 MEETING 41,311

GLOBAL ZERO

1835 7TH STREET NW 105
WASHINGTON,DC20001 		  PC BUILDING POWER & CHANGING THE NARRATIVE 10,000

HOOD RIVER WATERSHED GROUP

3007 EXPERIMENT STATION ROAD
HOOD RIVER,OR97031 		  PC MONITORING & COMMUNITY ENGAGEMENT IN RESTORATION 25,000

HOOD RIVER WATERSHED GROUP

3007 EXPERIMENT STATION ROAD
HOOD RIVER,OR97031 		  PC HOOD RIVER FOREST COLLABORATIVE - INCREASE COMMUNITY ENGAGEMENT 10,000

INKSTICK MEDIA

6935 CARDOZO STREET
NEW MARKET,MD21774 		  PC BREAKING NEW GROUND 5,000

OREGON AGRICULTURAL TRUST

1050 SUNNYVIEW ROAD NE 7359
SALEM,OR97303 		  PC PROTECTING MT HOOD AREA FARMLAND 15,000

OREGON PEACE INSTITUTE

760 LAKESHORE ROAD
LAKE OSWEGO,OR97034 		  PC PEACEVOICE 5,000

OREGON WILD

5825 N GREELEY AVENUE
PORTLAND,OR97217 		  PC VIVE NW - CONSERVATION & DIVERSE STEWARDSHIP IN MT HOOD 10,000

OSU FOUNDATION

4238 SW RESEARCH WAY
CORVALLIS,OR97333 		  PC PEACEBUILDING FOR THE EARTH GRANT 30,000

PLOUGHSHARES FUND

315 BAY STREET 4TH FLOOR
SAN FRANCISCO,CA94133 		  PC EQUITY RISES PROGRAM SUPPORT 5,000

PORTLAND PEACE INITIATIVE

3138 N VANCOUVER AVENUE
PORTLAND,OR97227 		  PC PPI'S SAFER PDX INITIATIVE 10,000

PORTLAND PEACE TEAM

PO BOX 6512
PORTLAND,OR97228 		  PC COMMUNITY TRAINING SESSIONS GRANT 5,000

RETHINK MEDIA

2039 KALA BAGAI WAY SUITE 401
BERKLEY,CA94704 		  PC STRENGTHEN THE PEACE & SECURITY FIELD 5,000

UNIVERSITY OF OREGON FOUNDATION

1720 E 13TH AVENUE
EUGENE,OR97403 		  PC 2023 PEACEBUILDING FOR THE EARTH GRANT 50,000

WAGING NONVIOLENCE

226 PROSPECT PARK WEST SUITE 146
BROOKLYN,NY11215 		  PC STRENGTHENING MOVEMENT JOURNALISM TO EXPAND DEMOCRACY 5,000

WATERWATCH OF OREGON

213 SW ASH STREET SUITE 208
PORTLAND,OR97204 		  PC PROTECTING & RESTORING MT HOOD RIVERS 15,000

WESTERN RIVERS CONSERVANCY

71 SW OAK STREET SUITE 100
PORTLAND,OR97204 		  PC CONSERVING HABITAT & WATER ON MT HOOD 15,000

WIN WITHOUT WAR EDUCATION FUND

1 THOMAS CIRCLE NW SUITE 700
WASHINGTON,DC20005 		  PC MOBILIZING FOR PEACE 5,000

WOMEN CROSS DMZ

PO BOX 61042
HONOLULU,HI96839 		  PC MOBILIZING FOR PEACE AND A SECURED FUTURE 5,000

WOMEN OF COLOR ADVANCING PEACE SECURITY AND CONFLICT TRANSFORMATION

3695 KETCHUM COURT
WOODBRIDGE,VA22193 		  PC GENERAL SUPPORT GRANT 5,000

WORLD BEYOND WAR

513 E MAIN STREET SUITE 1484
CHARLOTTESVILLE,VA22902 		  PC GENERAL OPERATING SUPPORT 5,000
Total .................................right arrow 3a 371,311
bApproved for future payment

GEORGE MASON UNIVERSITY FOUNDATION
4400 UNIVERSITY DRIVE MS 1A3
FAIRFAX,VA22030 		  PC POV 3RD SESSION 15,924
Total ................................. right arrow 3b 15,924
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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
aPEACE POLE REVENUE         7,030
bINCOME - PROGRAM RELATED INVESTMENTS         34,658
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 23  
4 Dividends and interest from securities ....     14 406,205  
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 ............ 		    18 150,798  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME FROM K-1S 		    14 -2,606  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 554,420 41,688
13Total. Add line 12, columns (b), (d), and (e)..................
13
596,108
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
1A PEACE POLE SALES.
1B INTEREST INCOME FROM PROGRAM-RELATED INVESTMENTS THAT ACCOMPLISHES THE CHARITABLE PURPOSE OF THE FOUNDATION.
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
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
2023
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) (2023)
Schedule B (Form 990) (2023) 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
5505 SW HEWETT BLVD
 
PORTLAND, OR97221

$ 100,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
UNITED WAY OF COLUMBIA-WILLAMETTE
 
619 SW 11TH AVENUE SUITE 300
 
PORTLAND, OR97205

$ 100,000


(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) (2023)
Schedule B (Form 990) (2023)
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
 
$    
(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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
JUBITZ FAMILY FOUNDATION
EIN:
93-1324016
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GARY MCGEE & CO. LLP - TAX SERVICES 5,100 0 0 5,100
LAURA A. BROWER - ACCOUNTING SERVICES 680 0 0 680

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

TY 2023 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 1,126 SL 5.000000000000 20 0 20  

TY 2023 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 399,014 399,014
ARTISAN HIGH INCOME FUND ADV CL 260,983 260,983
HARTFORD TOTAL RETURN BOND FUND 1,218,718 1,218,718
TIAA-CREF CORE IMPACT BOND 1,197,741 1,197,741

TY 2023 InvestmentsCorpStockSchedule
Name:
JUBITZ FAMILY FOUNDATION
EIN:
93-1324016
Name of Stock End of Year Book Value End of Year Fair Market Value
ABB LTD 1,816 1,816
ABBOTT LABS 43,588 43,588
ABBVIE INC 43,702 43,702
ABERCROMBIE & FITCH CO 5,999 5,999
ACADIA PHARMACUTICAL INC 3,068 3,068
ACCEL ENTMT INC COM CL A 5,669 5,669
ACCENTURE PLC 37,196 37,196
ACI WORLDWIDE INC 7,772 7,772
ACORN HOLDCO INC 3,516 3,516
ACS ACTIVIDADES CONS-UNS ADR 27 27
ACUITY BRANDS INC 23,146 23,146
ACV AUCTIONS INC 2,742 2,742
ADIDAS AG 3,659 3,659
ADOBE INC 32,813 32,813
ADTALEM GLOBAL ED INC 3,006 3,006
ADVANCED DRAIN SYS INC 17,158 17,158
ADVANCED MICRO DEVICES INC 31,841 31,841
ADVANTEST CORP ADR 8,708 8,708
AECOM 28,653 28,653
AEGON LTD 11,318 11,318
AENA SME SA UNSP ADR 3,652 3,652
AFFILIATED MANAGERS GROUP 2,877 2,877
AFLAC INC 3,053 3,053
AGILYSYS INC 2,884 2,884
AIA GROUP LTD 44,932 44,932
AIRBNB INC 6,671 6,671
AIR LEASE CORP CL A 2,936 2,936
AJINOMOTO CO LTD ADR 2,878 2,878
AKZO NOBEL N V 18,808 18,808
ALEXANDRIA REAL EST EQTS 11,790 11,790
ALIGHT INC 2,943 2,943
ALKERMES PLC NEW 3,967 3,967
ALLIANZ SE-UNSP 2,669 2,669
ALLSTATE CORP DEL COM 3,080 3,080
ALNYLAM PHARMACEUTICALS 3,063 3,063
ALPHABET INC CL A COM 76,271 76,271
ALPHABET INC SHS CL C 72,861 72,861
ALSTOM SA 10,023 10,023
AMADEUS IT GROUP SA 16,723 16,723
AMALGAMATED FINL CORP 15,033 15,033
AMAZON COM INC 116,386 116,386
AMBAC FINL GROUP INC 3,098 3,098
AMER EAGLE OUTFITTERS 3,237 3,237
AMERSCO INC 3,705 3,705
AMERICA MOVIL S A B DE C V 4,445 4,445
AMERICAN EQUITY INVT LIFE HLDG CO 5,022 5,022
AMERICAN EXPRESS CO 19,671 19,671
AMERICAN STATES WATER CO 13,189 13,189
AMERICAS CAR-MART INC 1,970 1,970
AMERIPRISE FINL INC 1,519 1,519
AMERISAFE INC CL A 3,649 3,649
AMGEN INC 19,297 19,297
AMN HEALTHCARE SVCS INC 2,771 2,771
AMN VANGUARD CORP 1,821 1,821
AMNEAL PHARMACEUTICALS INC 3,260 3,260
AMPHASTAR PHARMA INC DEL 6,185 6,185
ANALOG DEVICES INC 5,361 5,361
ANAPTYSBIO INC 2,849 2,849
ANGLO AMERN PLATNIUM LTD 6,109 6,109
ANGLOGOLD ASHANTI LTD 3,103 3,103
ANZ GROUP HOLDINGS 20,116 20,116
AON PLC SHS 6,693 6,693
APELLIS PHARMACEUTICALS 419 419
APPLE INC 275,125 275,125
APPLIED MATLS INC 23,662 23,662
APTIV PLC SHS 5,563 5,563
ARAMARK SHS 2,164 2,164
ARCBEST CORPORATION 3,486 3,486
ARCH CAPITAL GRP LTD 7,427 7,427
ARCTURUS THERAPEUTICS 3,279 3,279
ARDELYX INC SHS 4,768 4,768
ARES MANAGEMENT 5,114 5,114
ARGAN INC 4,913 4,913
ARISTA NETWORKS INC 11,069 11,069
ARKO CORP REG SHS 8,258 8,258
ARLO TECH ORD 2,580 2,580
ARRAY TECHNOLOGIES INC 6,334 6,334
ASGN INC 3,462 3,462
ASML HOLDINGS NV 52,984 52,984
ASPEN AEROGELS INC 3,929 3,929
ASSOCIATED BANC CRP 10,502 10,502
ASSURED GUARANTY LTD 4,565 4,565
ASTRANZENECA PLC 36,908 36,908
ATKORE INC 7,520 7,520
ATLANTA BRAVES HOLDINGS 3,936 3,936
ATLAS COPCO AB 14,129 14,129
AT&T 18,257 18,257
AUO CORP - SPON 9,404 9,404
AURINA PHARMECEUTICALS 2,643 2,643
AUTODESK INC 14,365 14,365
AUTOMATIC DATA PROCESSING 19,337 19,337
AVALONBAY CMNTYS INC 16,850 16,850
AVERY DENNISON CORP 3,235 3,235
AVIENT CORPORATION 6,693 6,693
AVIVA PLC 4,645 4,645
AVNET INC 9,778 9,778
AXCELIS TECHNOLOGIES INC 3,761 3,761
AXOGEN INC 2,315 2,315
B RILEY FINL INC 882 882
BADGER METER INC 31,955 31,955
BAKER HUGHES CO 31,172 31,172
BANCFIRST CORP 2,920 2,920
BANCO SANTANDER CHILE NEW 12,298 12,298
BANCOLOUMBIA SA SPDS ADR 16,216 16,216
BANK FIRST CORP 3,813 3,813
BANK MANDIRI TBK-UNSPON 14,676 14,676
BANK OF MARIN BANCORP 4,712 4,712
BANK MONTREAL QUE 20,678 20,678
BANK NEW YORK MELLON CORP 22,329 22,329
BANK NOVA SCOTIA HALIFAX 32,768 32,768
BANK OZK COM 3,538 3,538
BATH & BODY WORKS INC 2,762 2,762
BAUSCH HEALTH COMPANIES INC 5,614 5,614
BAYERISCHE MOTOREN WERKE 19,541 19,541
BCE INC 7,915 7,915
BEAM THERAPEUTICS INC 2,831 2,831
BEAZER HOMES USA INC 10,171 10,171
BECTON DICKINSON & CO 12,192 12,192
BEST BUY INC 3,836 3,836
BIDVEST GROUP LTD 1,042 1,042
BIOGEN IDEC INC 6,469 6,469
BLACKBAUD INC 3,381 3,381
BLACKBERRY LTD SHS 1,289 1,289
BLACKSTONE INC 5,106 5,106
BLOCK H&R INC 5,272 5,272
BLOOM ENERGY CORP 4,011 4,011
BLUEPRINT MEDICINES CORP 5,442 5,442
BOLIDEN AB 13,516 13,516
BOSTON PPTYS INC 16,069 16,069
BOSTON SCIENTIFIC CORP 17,921 17,921
BOX INC 2,356 2,356
BRAMBLES LTD SHS 8,915 8,915
BRANDYWINE RLTY TR 19,737 19,737
BRAZE INC REG SHS CL A 2,816 2,816
BRIDGEBIO PHARMA INC 6,177 6,177
BRIGHTSPHERE INVT GROUP 2,338 2,338
BRISTOL-MYERS SQUIBB CO 14,213 14,213
BROADCOM INC 42,418 42,418
BROADRIDGE FINL 10,699 10,699
BROWN FORMAN CORP 5,367 5,367
BUNGE GLOBAL SA ACT NOM 5,653 5,653
BURBERRY GROUP PLC 4,742 4,742
BYLINE BANCORP INC 3,982 3,982
CACTUS INC 6,719 6,719
CADENCE DESIGN SYS INC 7,082 7,082
CALERES INC SHS 3,872 3,872
CALIFORNIA WTR SVC GROUP 10,633 10,633
CALLAWAY GOLF CO DEL COM 2,294 2,294
CAMDEN NATL CORP 6,058 6,058
CAPGEMINI S E 16,112 16,112
CAPITAL CITY BK GRP INC 5,768 5,768
CAPITAL ONE FINL CORP 3,147 3,147
CAPRI HOLDINGS LTD 3,014 3,014
CARDINAL HEALTH INC 7,762 7,762
CARRIER GLOBAL CORP 4,136 4,136
CARVANA CO 4,023 4,023
CASS INFORMATION SYS INC 2,703 2,703
CATHAY GENERAL BANKCORP 7,399 7,399
CBOE GLOBAL MARKETS INC 6,607 6,607
CBRE GROUP INC 12,474 12,474
CD PROJEKT SA - UNSP ADR 2,678 2,678
CELESTICA SUB VTG SHS 2,050 2,050
CELLNEX TELECOM SAU-UNSP 1,650 1,650
CENCORA INC 11,501 11,501
CENTENE CORP 3,711 3,711
CHAMPIONX CORP 9,406 9,406
CHART INDUSTRIES INC 6,135 6,135
CHEFS WHSE HLDGS LLC 2,560 2,560
CHEGG INC 3,408 3,408
CHICOS FAS INC COM 2,926 2,926
CHIPOTLE MEXICAN GRILL INC 6,861 6,861
CHR HANSEND HLDG-SPON 3,766 3,766
CH ROBINSON WORLDWIDE INC NEW 7,170 7,170
CHUBB LTD 7,910 7,910
CHUNGHWA TELECOM CO LTD 37,156 37,156
CHURCH & DWIGHT INC 24,396 24,396
CIGNA GROUP, THE 21,261 21,261
CINEMARK HLDGS INC 2,748 2,748
CIRRUS LOGIC INC DEL 2,413 2,413
CITIZENS FINL GROUP INC 2,287 2,287
CLEAR CHANNEL OUTDOOR 2,644 2,644
CLOROX CO DEL COM 5,276 5,276
CME GROUP INC 4,423 4,423
COCA COLA CO 54,746 54,746
COCA-COLA EUROPACIFIC PARTNERS PLC 16,351 16,351
COCHLEAR LTD-ADR 2,028 2,028
COGNET BIOSCIENCES INC 1,429 1,429
COGNET COMMUNICATIONS HOLDINGS INC 3,575 3,575
COGNIZANT TECH SOLUTNS 13,822 13,822
COLGATE PALMOLIVE CO 18,094 18,094
COLUMBIA FINL INC REG SHS 2,699 2,699
COMERICA INC 5,302 5,302
COMMERCE BANCSHARES INC 3,365 3,365
COMMERZBANK AG-SPONS ADR 2,004 2,004
COMMONWEALTH BK AUSTRALIA 40,000 40,000
COMPANHIA PARANAENSE DE ENERGIA - COPEL 1,933 1,933
COMPANHIA PARANAENSE DE ENERGIA - COPEL ADR 449 449
COMPASS GROUP PLC 16,074 16,074
COMMVAULT SYS INC 3,274 3,274
CONDUENT INC REG SHS INC 2,723 2,723
CONFLUENT INC 3,206 3,206
COOPER COS INC 21,950 21,950
CORCEPT THERAPEUTICS INC 8,964 8,964
CORE AND MAN INC 8,971 8,971
CORE LABORATORIES N V 13,934 13,934
COUSINS PROPERTIES INC 23,011 23,011
COVENANT LOGISTICS GROUP INC 2,578 2,578
CRA INTL INC 2,175 2,175
CREDICORP LTD 12,894 12,894
CRINETICS PHARMACEUTICALS INC 4,768 4,768
CROCS INC 2,242 2,242
CROWDSTRIKE HLDGS INC 4,085 4,085
CSL LTD 12,826 12,826
CVS HEALTH CORP 8,133 8,133
CYTOKINETICS INC 15,195 15,195
C3 AI INC CL A 2,326 2,326
DAIICHI SANKYO CO LTD 8,260 8,260
DAIWA HOUSE IND LTD 41,577 41,577
DANAHER CORP DEL 25,679 25,679
DANONE SPONS ADR 3,756 3,756
DARLING INGREDIENTS INC 18,092 18,092
DASSAULT SYS S A 9,461 9,461
DATADOG INC REG SHS CL A 1,699 1,699
DECKERS OUTDOORS CORP 10,026 10,026
DEERE & CO 15,995 15,995
DELL TECHNOLOGIES INC 10,634 10,634
DENALI THERAPEUTICS INC 2,125 2,125
DEUTSCHE TELEKOM AG 1,786 1,786
DEXCOM INC 3,475 3,475
DIAGEO PLC 31,317 31,317
DIAMOND HILL INVT GP NEW 4,968 4,968
DIGI INTL INC 1,976 1,976
DIGITALBRIDGE GROUP INC 2,947 2,947
DIGITALOCEAN HOLDINGS INC 3,119 3,119
DIGITAL RLTY TR INC 5,922 5,922
DISNEY WALT CO 15,440 15,440
DMC GLOBAL INC 2,070 2,070
DNB BANK ASA SHS ADR 18,918 18,918
DOLLAR TREE INC 3,551 3,551
DONNELLEY FINL SOLUTIONS 4,615 4,615
DOORDASH INC REG SHS 4,747 4,747
DOUGLAS EMMETT INC 12,093 12,093
DR REDDYS LABS LTD 43,557 43,557
DRAFTKINGS INC 952 952
DRIL-QUIP INC 10,029 10,029
DSV A/S 8,079 8,079
DUOLINGO INC CL A 4,764 4,764
EASTERN BANCSHARES INC 3,195 3,195
EAST WEST BANCORP INC 2,878 2,878
EBAY INC 10,992 10,992
ECOLAB INC 27,769 27,769
EISAI CO LTD 1,738 1,738
ELECROLUX AB SPONS 4,344 4,344
ELECTRONIC ARTS INC DEL 3,420 3,420
ELEMENT SOLUTIONS INC 6,826 6,826
ELEVANCE HEALTH INC 25,936 25,936
ELF BEAUTY INC SHS 5,918 5,918
ELI LILLY & CO 68,785 68,785
EMERSON ELEC CO 7,884 7,884
EMPIRE ST RLTY TR INC 14,913 14,913
ENERPAC TOOL GROUP CORP 3,264 3,264
ENPHASE ENERGY INC 7,268 7,268
ENSTAR GROUP LTD 7,653 7,653
ENTERPRISE FINL SVCS CORP 5,849 5,849
EPAM SYSTEMS INC 3,568 3,568
EPLUS INC 3,593 3,593
EQUITABLE HOLDINGS INC 5,361 5,361
EQUITY COMMONWEALTH BEN INT 18,259 18,259
ESCO TECHNOLOGIES INC 4,447 4,447
EVENTBRITE INC REG SHS 2,266 2,266
EVERSOURCE ENERGY COM 20,800 20,800
EVOLENT HEALTH INC 2,675 2,675
EXLSERVICE HLDGS INC 7,404 7,404
EXPEDIA GROUP INC 1,214 1,214
EXPERIAN PLC SP ADR 1,833 1,833
EXPRO GROUP HOLDINGS NV 9,918 9,918
FABRINET 3,426 3,426
FASTLY INC REG SHS CL A 3,542 3,542
FAST RETAILING CO LTD 18,473 18,473
FB FINL CORP 3,507 3,507
FEDERAL SIGNAL CORP 4,758 4,758
FERARI NV 5,076 5,076
FIFTH THIRD BANCORP 6,139 6,139
FIRST BANCORP NC COM 2,665 2,665
FIRST BUSEY CORP 6,205 6,205
FIRST COMMUNITY BANKSHS INC 3,339 3,339
FIRST MID BANCSHS INC 4,991 4,991
FIRST SOLAR INC 8,786 8,786
FISERV INC WISC PV 11,956 11,956
FLEX LTD 3,198 3,198
FLUENT ENERGY INC CLA 3,482 3,482
FMC CORP 17,402 17,402
FOMENTO ECONOMICO MEXICANO SA 12,774 12,774
FORD MTR CO 5,266 5,266
FORTESCUE METALS SPON AD 13,773 13,773
FORTINET INC 3,336 3,336
FORUM ENERGY TECHNOLOGIES INC 2,638 2,638
FRANKLIN COVEY CO 2,960 2,960
FRANKLIN ELEC INC 38,950 38,950
FREEDOM HLDG CORP 6,932 6,932
FRESENIUS SE & CO SPN AD 12,360 12,360
FRONTDOOR INC 3,311 3,311
FTI CONSULTING INC COM 2,788 2,788
FUJIFILM HLDGS CORP 13,382 13,382
FUJITSU LTD 16,817 16,817
FUTU HOLDINGS LTD 3,223 3,223
GALLAGHER ARTHUR J & CO 2,923 2,923
GANNETT CO INC 2,017 2,017
GARTNER INC 8,120 8,120
GATX CORPORATION 3,006 3,006
GE HEALTHCARE TECHNOLOGIES INC SHS 3,093 3,093
GEN DIGITAL INC 5,659 5,659
GENERAL MLS INC 12,898 12,898
GENERAL MOTORS CO 10,309 10,309
GENPACT LTD HAMILTON 10,482 10,482
GERON CORP 2,234 2,234
GIBRALTAR INDS INC 7,345 7,345
GILEAD SCIENCES INC 14,987 14,987
GIVAUDAN SA 20,770 20,770
GLACIER BANCORP INC NEW 3,843 3,843
GLAUKOS CORP 7,234 7,234
GMS INC 21,844 21,844
GOLD FIELDS SP ADR NEW 1,475 1,475
GRAND CANYON EDUCATION INC 3,433 3,433
GRANDEUR PEAK EMERGING MKTS 829,611 829,611
GRANITE CONSTR INC 6,764 6,764
GRAY TELEVISION INC 2,419 2,419
GRUPO A SURESTE SPD ADR 12,065 12,065
GRUPO AVAL ACCIONES Y VALORES SPONSORED ADS 8,544 8,544
GRUPO FIN BANORTE SPON ADR 3,615 3,615
GRUPO TELEVISA SA ADR 1,319 1,319
GROUPON INC 3,300 3,300
GSK PLC SHS ADR 9,784 9,784
GUARDANT HEALTH INC 2,245 2,245
GXO LOGISTICS INC 4,159 4,159
HALOZYME THERAPEUTICS INC 4,583 4,583
HAMILTON LANE INC REG SHS 4,424 4,424
HANCOCK WHITNEY CORP 4,422 4,422
HANG SENG BK LTD 8,658 8,658
HANOVER INS GROUP INC 4,250 4,250
HARMONIC INC 3,560 3,560
HARTFORD FINL SVCS GROUP INC 35,689 35,689
HASBRO INC 4,851 4,851
HEALTHEQUITY INC SHS 6,232 6,232
HEIDRICK & STRUGGLES INTL 2,481 2,481
HELIOS TECHNOLOGIES INC 23 23
HELIX ENERGY SOLUTIONS GROUP INC 7,453 7,453
HELMERICH PAYNE INC 2,535 2,535
HENDERSON LD SPSD ADR 4,920 4,920
HENKEL AG & CO KGAA 2,238 2,238
HERITAGE COMMERCE CORP 4,692 4,692
HERMES INTERNATIONAL ADR 17,008 17,008
HERSHEY COMPANY 11,559 11,559
HEWLETT PACKARD ENTERPRISE CO 14,076 14,076
HEXCEL CORP NEW COM 12,095 12,095
HIGHWOODS PPTYS INC 9,414 9,414
HILLENBRAND INC 3,876 3,876
HITACHI LTD 40,335 40,335
HNI CORP 2,092 2,092
HOLOGIC INC 2,644 2,644
HOME DEPOT INC 24,952 24,952
HONG KONG EXCHANGES & CLEARING 24,523 24,523
HORIZON BANCORP INC 4,007 4,007
HOWMET AEROSPACE INC 20,403 20,403
HP INC 10,110 10,110
HSBC HLDGS PLC 26,716 26,716
HUBBELL INC SHS 3,947 3,947
HUDBAY MINERALS INC 7,756 7,756
HUDSON PAC PPTYS INC 9,738 9,738
HUNT JB TRANS SVCS INC 2,996 2,996
HUNTINGTON BANCSHARES INC 6,195 6,195
HUNTSMAN CORP 2,639 2,639
HURON CONSULTING GROUP INC 3,701 3,701
HUSQVARNA AB CL B ADR 1,392 1,392
HYSTER-YALE MATLS HANDLING INC 4,167 4,167
ICF INTL INC 9,520 9,520
ICICI BK LTD 16,164 16,164
IES HOLDINGS INC 2,535 2,535
IHEARTMEDIA INC 2,307 2,307
ILLINOIS TOOL WORKS INC 12,049 12,049
ILLUMINA INC 3,899 3,899
IMMUNOGEN INC 7,828 7,828
IMPINJ INC 3,151 3,151
INARI MED INC 2,856 2,856
INDEPENDENT BK CORP 10,772 10,772
INFINEON TECHNOLOGIES AG 5,441 5,441
INFORMA PLC 883 883
INFOSYS TECHNOLOGIES LTD 43,965 43,965
ING GP NV SPSD ADR 1,562 1,562
INGERSOLL-RAND PLC 3,326 3,326
INSULET CORP 3,255 3,255
INTEL CORP 33,919 33,919
INTERNATIONAL FLAVORS&FRANGRANC 3,158 3,158
INTRPUBLIC GRP OF CO 8,225 8,225
INSMED INC 3,843 3,843
INSIGHT ENTERPRISES INC 3,898 3,898
INSPERITY INC 3,282 3,282
INTELLIA THERAPEUTICS 2,409 2,409
INTRA-CELLULAR THERAPIES INC 2,865 2,865
INTUIT 25,001 25,001
INTUITIVE SURGICAL INC 4,048 4,048
IRHYTHM TECHNOLOGIES INC 3,211 3,211
ITRON INC 9,137 9,137
JBG SMITH PPTYS 5,954 5,954
JACKSON FINL INCORP 4,045 4,045
JANUS HENDERSON GROUP PLC 4,884 4,884
JOHN BEAN TECHNOLOGIES CORP 7,459 7,459
JOHNSON & JOHNSON 72,571 72,571
JUNIPER NETWORKS INC 15,153 15,153
KASIKORNBANK PUB CO LTD 25,086 25,086
KB FINL GROUP INC 35,785 35,785
KB HOME 37,039 37,039
KELLANOVA 2,069 2,069
KELLY SVCS INC CL A 6,486 6,486
KEROS THERAPEUTICS INC 3,817 3,817
KEURIG DR PEPPER INC 6,331 6,331
KEYCORP NEW 4,176 4,176
KEYSIGHT TECHNOLOGIES 9,386 9,386
KFORCE INC 3,243 3,243
KILROY RLTY CORP 18,366 18,366
KIMBALL ELECTRONICS INC 3,423 3,423
KKR REAL ESTATE FIN TR INC 6,165 6,165
KONE OYJ SHS 1,697 1,697
KONINKLIJKE AHOLD DELHAIZE NV 9,701 9,701
KONINKLIJKE PHILIPS NV 12,971 12,971
KONTOOR BRANDS INC 3,683 3,683
KORN FERRY 7,241 7,241
KROGER CO 12,067 12,067
KT CORP 8,360 8,360
KUMBIA IRON ORE 4,774 4,774
KUBOTO CORP ADR 6,589 6,589
LAKELAND BANCORP INC 8,504 8,504
LAM RESEARCH CORP 9,399 9,399
LANTHEUS HLDGS INC 3,100 3,100
LAS VEGAS SANDS CORP 1,673 1,673
LEMONADE INC REG SHS 2,629 2,629
LENDINGCLUB CORP 3,653 3,653
LESLIES INC 2,812 2,812
LIBERTY ENERGY INC 7,728 7,728
LIBERTY MEDIA CORP 3,247 3,247
LIGHT & WONDER INC 3,284 3,284
LIONS GATE ENTERTAINMENT CORP 2,987 2,987
LIVENT CORP 3,956 3,956
LIVERAMP HLDGS INC 4,243 4,243
LLOYDS BANKING GROUP PLC 3,881 3,881
LOGITECH INTERNATIONAL 7,130 7,130
LONDON STK EXCHANGE 5,036 5,036
L OREAL CO ADR 27,835 27,835
LOWES COS INC 10,237 10,237
LPL FINL HLDGS INC 5,918 5,918
LUCID GROUP INC 2,147 2,147
LULULEMON ATHLETICA INC 6,647 6,647
LVMH MOET HENNESSY LOUIS VUITTON 30,053 30,053
LYFT INC 2,713 2,713
LYNAS RARE EARTHS LTD 1,396 1,396
MAGNITE INC 2,587 2,587
MALIBU BOATS INC 3,070 3,070
MANPOWERGROUP INC 5,801 5,801
MARATHON DIGITAL HLDGS 3,899 3,899
MARSH & MCLENNAN COS INC 11,747 11,747
MARVELL TECHNOLOGY GROUP INC 8,745 8,745
MASTERCARD INC 46,490 46,490
MATERION 3,514 3,514
MAXIMUS INC 3,019 3,019
MC CORMICK NON VTG 7,595 7,595
MCDONALDS CORP 40,918 40,918
MCGRATH RENTCORP 3,469 3,469
MCKESSON CORP 15,278 15,278
MEDTRONIC PLC SHS 10,215 10,215
MELCO RESORTS AND ENTERTAINMENT LTD 6,191 6,191
MERCANTILE BK CORP 9,409 9,409
MERCHNTS BNCSHRS N ENGLD 9,027 9,027
MERCK & CO INC 37,285 37,285
MERITAGE HOMES CORP 46,686 46,686
MERIT MEDICAL SYS INC 3,266 3,266
MERUS BV SHS 3,383 3,383
META PLATFORMS INC 75,040 75,040
METLIFE INC 3,373 3,373
MICROSOFT CORP 292,183 292,183
MID PENN BANCORP INC 3,254 3,254
MIDDLESEX WATER COM 10,105 10,105
MITSUBISHI ESTATE ADR 6,388 6,388
MIZUHO FINL GROUP INC 1,600 1,600
MOBILE TELESYSTEMS PJSC 6,385 6,385
MODEL N INC 2,208 2,208
MODERNA INC 3,978 3,978
MODINE MFG CO 3,522 3,522
MONDELEZ INTERNATIONAL INC 24,771 24,771
MONGOBD INC 3,271 3,271
MONSTER BEVERAGE SHS 2,823 2,823
MOODYS CORP 32,807 32,807
MORGAN STANLEY 9,418 9,418
MORNINGSTAR INC 3,721 3,721
MR COOPER GROUP INC 3,126 3,126
MS&AD INS GROUP HLDGS 2,699 2,699
MTN GROUP LTD 5,751 5,751
MUENCHENER RUECK-UNSPON 19,768 19,768
MURAL ONCOLOGY PLS 85 85
MYR GROUP INC DEL 5,785 5,785
NABORS INDUSTRIES LTD 3,673 3,673
NASDAQ INC 10,872 10,872
NASPERS LTD 11,992 11,992
NATURA & CO HLDG S A 1,238 1,238
NEOGENOMICS INC 2,977 2,977
NESTLE S A 24,398 24,398
NETAPP INC 8,992 8,992
NETFLIX COM INC 17,528 17,528
NETGEAR INC 3,295 3,295
NEW JERSEY RESOURCE CORP 21,889 21,889
NEW YORK MORTGAGE TR INC 3,548 3,548
NEWELL BRANDS INC 4,626 4,626
NICOLET BANKSHARES INC 966 966
NIDEC CORPORATION 686 686
NIKE INC 10,097 10,097
NISSAN MOTORS 6,314 6,314
NOKIA CORP 11,050 11,050
NOMURA HLDGS INC 7,324 7,324
NORDSTROM INC 2,362 2,362
NORTHERN TR CORP 8,269 8,269
NOVARTIS A G 67,145 67,145
NOV INC 4,076 4,076
NOVO-NORDISK A S 51,208 51,208
NOVOZYMES AS ADR 9,004 9,004
NVENT ELEC PLC REG SHS 5,141 5,141
NVIDIA CORP 134,205 134,205
OCEANFIRST FINCL CORP DEL 3,021 3,021
OCULAR THERAPEUTIX INC 2,038 2,038
ODP THE CORP 3,434 3,434
OKTA INC REG SHS 3,168 3,168
OLD NATL BANCORP IND 11,519 11,519
OLD SECOND BANCORP DEL 4,894 4,894
OLYMPUS CORP ADR 5,272 5,272
OMNICELL INC 1,656 1,656
OMNICOM GROUP INC 15,139 15,139
OMRON CORP 8,738 8,738
OPEN TEXT CORP COM 6,093 6,093
ORACLE CORP 20,559 20,559
ORGANON AND CO REG SHS 1,673 1,673
ORMAT TECHNOLOGIES INC 32,893 32,893
ORKLA A S 6,520 6,520
ORSTED SHS ADR 9,455 9,455
PACCAR INC 7,910 7,910
PACIFIC BIOSCIENCES CALF INC 3,198 3,198
PALOMAR HOLDINGS INC 2,719 2,719
PANASONIC CORP 11,355 11,355
PARAMOUNT GLOBAL CL A 2,202 2,202
PARAMOUNT GROUP INC 21,729 21,729
PATTERSON COS INC 3,300 3,300
PAYPAL HOLDINGS INC 7,615 7,615
PEAPACK-GLADSTONE F CORP 686 686
PEARSON SPONSORED ADR 8,480 8,480
PENNYMAC FINL SERVICES INC 5,214 5,214
PENNYMAC MTG INVT TR 3,782 3,782
PENTAIR PLC SHS 2,472 2,472
PEOPLES BANCORP INC 8,541 8,541
PEPSICO INC 23,778 23,778
PERNOD RICARD SA SPON 7,236 7,236
PERRIGO CO 6,146 6,146
PFIZER 27,437 27,437
PIEDMONT OFFICE RLTY TR INC 8,624 8,624
PINNACLE FINL PARTNERS 3,140 3,140
PJT PARTNERS INC SHS CL A 3,973 3,973
PLDT INC SHS 3,725 3,725
PLUG PWR INC 5,355 5,355
PNC FINL SVCS GROUP INC 12,852 12,852
PRECISION DRILLING CORP 2,009 2,009
PROCEPT BIOROBOTICS CORP 4,233 4,233
PROCTOR & GAMBLE CO 9,378 9,378
PROGRESS SOFTWARE CORP 23,295 23,295
PROGRESSIVE CRP OHIO 13,220 13,220
PROGYNY INC 1,747 1,747
PROLOGIS INC 24,794 24,794
PROPETRO HLDG CORP 2,539 2,539
PROS HLDGS INC 3,181 3,181
PROSUS NV 12,168 12,168
PROTAGONISTTHERAPEUTIC INC 3,669 3,669
PROTHENA CORP PLC SHS 2,108 2,108
PRUDENTIAL FINL INC 18,979 18,979
PT BANK RAKYAT 13,154 13,154
PTC THERAPEUTICS 1,957 1,957
PUBLICIS GROUPE SPON ADR 17,527 17,527
PVH CORP 1,465 1,465
QBE INS GROUP LTD 8,324 8,324
QCR HLDGS INC DEL COM 10,335 10,335
QUALCOMM INC 20,971 20,971
QUANTA SERVICES INC 4,963 4,963
QUANTERIX CORP 3,035 3,035
RAMBUS INC 4,504 4,504
RAPID7 ORD 3,426 3,426
RECKITT BENCKISER PLC 40,327 40,327
RECURISION 2,544 2,544
REDFIN CORP 1,950 1,950
REGENERON PHARMACTCLS 7,026 7,026
REGIONS FINL CORP 2,674 2,674
REINSURANCE GROUP AMERICA 3,721 3,721
RELIANCE STL & ALUM CO 5,873 5,873
RELX PLC 25,779 25,779
REMY COINTREAU-UNSP 3,679 3,679
RENAISSANCE HLDGS LTD 5,684 5,684
RENESAS ELECTRONICS CORP 8,779 8,779
RESMED INC 6,537 6,537
REVOLUTION MEDICINES INC 4,847 4,847
RIOT PLATFORMS INC 4,409 4,409
RLI CORP ILLINPIS CORP 3,062 3,062
ROBINHOOD MARKETS INC 3,580 3,580
ROCKET LAB USA INC 3,611 3,611
ROGERS COMMUNICATIONS 7,911 7,911
ROYAL BK CDA MONTREAL QUE 46,115 46,115
ROYAL GOLD INC 7,620 7,620
RPC INC 3,735 3,735
RUSH STREET INTERACTIVE INC 3,385 3,385
RYDER SYSTEMS INC 3,567 3,567
RYERSON HLDG CORP 1,075 1,075
S&P GLOBAL INC 35,682 35,682
SALESFORCE COM INC 36,576 36,576
SALLY BEAUTY HOLDINGS INC 4,595 4,595
SANDS CHINA LTD 5,908 5,908
SANLAM LTD 22,332 22,332
SANOFI 39,983 39,983
SCANSOURCE INC 5,783 5,783
SCHNITZER STL INDS 18,398 18,398
SCHNEIDER ELEC SE 56,724 56,724
SCHRODINGER INC REG SHS 1,969 1,969
SCHWAB CHARLES CORP NEW 10,320 10,320
SCRIPPS EW CO OHIO 2,037 2,037
SEACOAST BKG CORP FLA 3,557 3,557
SEKISUI HOUSE LTD 22,279 22,279
SELECTIVE INS GRP INC 4,576 4,576
SENDAS DISTRIBUIDORA SA 1,783 1,783
SERVICENOW INC 26,847 26,847
SEVEN & I HLDGS CO LTD 8,333 8,333
SEVERN TRENT PLC SHS ADR 3,694 3,694
SHAKE SHACK INC 2,891 2,891
SHERWIN WILLIAMS CO 33,997 33,997
SHINHAN FINL GRP SP ADR 34,535 34,535
SHISEIDO 2,824 2,824
SHOALS TECHNOLOGY GROUP INC 7,552 7,552
SHOCKWAVE MED INC 3,239 3,239
SHOPIFY INC CLA 19,553 19,553
SIGNET JEWELERS INC 6,757 6,757
SIX FLAGS ENTMT CORP NEW 2,056 2,056
SJW GROUP 5,555 5,555
SK TELECOM LTD 11,470 11,470
SL GREEN RLTY CORP 7,272 7,272
SNOWFLAKE INC REG SHS CL A 7,363 7,363
SOCIETE GENERALE SPN ADR 5,907 5,907
SOFTBANK GROUP CORP ADR 7,707 7,707
SOHO HOUSE & CO INC 3,289 3,289
SOLAREDGE TECH INC 10,670 10,670
SONOS INC 2,914 2,914
SONOVA HLDG AG 3,985 3,985
SONY CORP 36,456 36,456
SPLUNK INC 12,950 12,950
SP PLUS CORP 2,921 2,921
SPRINGWORKS THERAPEUTICS 3,504 3,504
SPROUTS FARMERS MARKETS 6,687 6,687
STAGWELL INC 3,023 3,023
STANTEC INC 18,043 18,043
STARBUCKS CORP 20,258 20,258
STELLANTIS NV 17,024 17,024
STERLING INFRA INC 2,726 2,726
STIMICROELECTRONICS NY SH 5,414 5,414
STONEX GROUP INC 3,322 3,322
STRIDE INC REG SHS 7,243 7,243
STRYKER CORP 10,182 10,182
SUMITOMO MITSUI TR HLDGS 2,000 2,000
SUMITOMO MITSUI-UNSPONS 15,924 15,924
SUN HG KAI PPTY SPSD ADR 18,306 18,306
SUN LIFE FINL INC 1,037 1,037
SUNNOVA ENTERGY INTL INC 6,771 6,771
SUNPOWER CORP 7,462 7,462
SUNRUN INC 14,428 14,428
SWIRE PAC LTD SPSD ADR A 12,817 12,817
SWISS RE LTD 36,244 36,244
SWISSCOM AG 1,204 1,204
SYMRISE AG ADR 4,071 4,071
SYNCHRONY FINL COM 4,239 4,239
SYNOPSYS INC 8,753 8,753
SYSCO CORPORATION 8,337 8,337
SYSMEX CORP 8,161 8,161
TACTILE SYSTEMS TECH INC 1,830 1,830
TAIWAN SEMICONDUCTOR MFG LTD 91,104 91,104
TAKEDA PHARMACEUTICAL CO LTD 9,575 9,575
TAPESTRY INC 3,865 3,865
TARGET CORP 12,390 12,390
TECHNIPFMC PLC 14,642 14,642
TECHTRONIC INDS SPD ADR 10,858 10,858
TEGNA INC 7,283 7,283
TELEFONICA BRASIL SA 25,479 25,479
TELEFONICA SA SPAIN ADR 3,834 3,834
TELEPHONE & DATA SYS INC 2,716 2,716
TELNOR ASA ADR 2,907 2,907
TENABLE HLDGS INC 3,685 3,685
TENARIS SA ADR 12,027 12,027
TENNANT CO 3,800 3,800
TERADATA CORP 3,046 3,046
TEREX CORP NEW 7,815 7,815
TESLA MTRS INC 81,004 81,004
TETRA TECH INC NEW 10,850 10,850
THERMO FISHER SCIENTIFIC CORP 19,108 19,108
THOMPSON REUTERS CORP 27,928 27,928
TIDEWTR INC REG SHS 8,076 8,076
TIM S A 12,763 12,763
TJX COS INC NEW 12,852 12,852
TOKIO MARINE HLDGS INC 6,180 6,180
TOKYO ELECTRON LTD 24,164 24,164
TOPBUILD CORP SHS 14,596 14,596
TORONTO DOMINION BANK 17,835 17,835
TOYOTA MOTOR CORP ADR 49,696 49,696
TPG RE FIN TR INC 4,537 4,537
TRACTOR SUPPLY CO 6,881 6,881
TPI COMPOSITES INC 3,088 3,088
TRANSOCEAN LTD 6,039 6,039
TRANSUNION 2,748 2,748
TRAVEL + LEISURE CO REG SHS 4,065 4,065
TRAVELERS COS INC 16,954 16,954
TREASURY WINE ESTATES LTD 7,899 7,899
TRICO BANCSHARES 2,707 2,707
TRINET GROUP INC 4,163 4,163
TRINITY INDUS INC DEL 3,270 3,270
TRUEBLUE INC 2,148 2,148
TURKCELL ILETISIM HIZMETLERI S A 8,951 8,951
TURKIYE GARANTI BANKASI A S 906 906
TUTOR PERINI CORP 4,950 4,950
UBER TECHNOLOGIES INC 23,212 23,212
UBS EMG MKTS EQTY OPP 457,576 457,576
UBS GROUP AG 23,237 23,237
UGI CORP NEW 14,957 14,957
UIPATH INC CL A 1,764 1,764
ULTA BEAUTY INC 3,920 3,920
UMB FINANCIAL CORP 3,676 3,676
UMICORE SA 27,727 27,727
UNICREDITO SPA ADR 7,137 7,137
UNILEVER PLC 26,422 26,422
UNISYS CORP 3,434 3,434
UNITED MICROELECTRONICS CORP 22,427 22,427
UNITED NAT FOODS INC 1,623 1,623
UNITEDHEALTH GROUP INC 55,806 55,806
UNITED RENTALS INC COM 3,440 3,440
UNITED UTILS GROUP ADR 1,537 1,537
UNIVERSAL DISPLAY CORP 19,317 19,317
UNIVEST FINANCIAL CORP 6,543 6,543
UNUM GROUP 7,235 7,235
UPWORK INC 3,628 3,628
UROGEN PHARMA LTD 3,300 3,300
US BANCORP 5,886 5,886
US FOODS HLDG CORP SHS 7,947 7,947
VALARIS LTD 10,354 10,354
VALE SA 20,095 20,095
VALEO 108 108
VALLEY NATL BANCORP 5,691 5,691
VALVOLINE INC SHS 3,495 3,495
VAREX IMAGING CORP REG SHS 2,972 2,972
VERALTO CORP 82 82
VERISK ANALYTICS INC 16,481 16,481
VERTIV HLDG CO 4,082 4,082
VERIZON COMMUNICATIONS INC 28,765 28,765
VERRA MOBILITY CORP 3,408 3,408
VERTEX PHARMCTLS INC 15,869 15,869
VESTAS WIND SYS A/S UTD KINGDOM 22,753 22,753
VF CORPORATION 2,764 2,764
VIATRIS INC 8,133 8,133
VIRGIN GALACTIC HLDGS 1,948 1,948
VISA INC 60,141 60,141
VITAL FARMS INC REG SHS 3,781 3,781
VIVID SEATS INC 2,560 2,560
VORNADO RLTY TR 9,125 9,125
VOYA FINL INC 5,472 5,472
WABASH NATL CORP 2,895 2,895
WABTEC CORP 8,122 8,122
WALGREENS BOOTS ALLIANCE INC 7,180 7,180
WALKER & DUNLOP INC 4,884 4,884
WARNER BROS DISCOVERY 2,993 2,993
WATTS WATER TECHNOLOGIES INC 13,959 13,959
WEATHERFORD INTL PLC REG 20,838 20,838
WEBSTER FINL CP 6,548 6,548
WESCO INTERNATIONAL INC 2,956 2,956
WHEATON PRECIOUS METALS CORP 15,345 15,345
WHITE MTNS INS GRP LTD 6,020 6,020
WILEY JOHN & SONS INC 3,142 3,142
WILLIAMS SONOMA INC 6,659 6,659
WIPRO LTD 48,225 48,225
WOORI FINL GROUP INC 29,344 29,344
WORKDAY INC CL A 8,558 8,558
WORKHORSE GROUP INC 978 978
WORKIVA INC 3,553 3,553
WORTHINGTON INDSTRS OHIO 3,223 3,223
WORTHINGTON STL INC 1,574 1,574
WPP PLC 5,042 5,042
WT09 24PARKER DRILLING 1 1
W W GRAINGER INCORP 19,060 19,060
WYNN MACAU LTD 3,596 3,596
XENON PHARMACEUTICALS 3,731 3,731
XENCOR INC 1,974 1,974
XYLEM INC 41,284 41,284
XPO INC 3,504 3,504
XPONENTIAL FITNESS INC 1,637 1,637
YASKAWA ELEC CORP ADR 2,399 2,399
YELP INC CL A 3,314 3,314
YUM BRANDS INC 17,770 17,770
ZALANDO SE 7,462 7,462
ZIFF DAVIS INC 3,091 3,091
ZURICH INSURANCE GROUP 8,888 8,888
4D MOLECULAR THERAPEUTICS INC 3,201 3,201
3I GROUP PLC SHS 9,827 9,827
1ST CTZNS BNCSHS INC 2,838 2,838
8X8 INC NEW DELAWARE COM 3,606 3,606

TY 2023 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 71,036 71,036
PALMER SQUARE SHORT DURATION FMV 885,000 885,000

TY 2023 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 1,146 0  


TY 2023 OtherAssetsSchedule
Name:
JUBITZ FAMILY FOUNDATION
EIN:
93-1324016
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PROGRAM INVESTMENT LOAN RECEIVABLE 1,000,000 0 0


TY 2023 OtherExpensesSchedule
Name:
JUBITZ FAMILY FOUNDATION
EIN:
93-1324016
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROGRAM EXPENSES 12,804 0 7,010 6,069
DUES AND SUBSCRIPTIONS 7,882 0 0 9,350
INVESTMENT EXPENSES PER K-1'S 3,013 3,013 0 0
OREGON CHARITY REGISTRATION FEES 1,711 0 0 1,711
OTHER 1,568 293 0 1,170
INSURANCE 1,159 0 0 1,159
POSTAGE AND DELIVERY 261 52 0 209
OFFICE SUPPLIES 81 16 0 65


TY 2023 OtherIncomeSchedule2
Name:
JUBITZ FAMILY FOUNDATION
EIN:
93-1324016
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PEACE POLE REVENUE 7,030   7,030
INCOME - PROGRAM RELATED INVESTMENTS 34,658 34,658 0
OTHER INCOME FROM K-1S -2,606 -2,606 0


TY 2023 OtherIncreasesSchedule
Name:
JUBITZ FAMILY FOUNDATION
EIN:
93-1324016
Description Amount
NET UNREALIZED GAIN ON INVESTMENTS 1,468,950


TY 2023 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 27,728 27,728 0 0
NEPC LLC - INVESTMENT CONSULTING FEES 42,537 42,537 0 0
SYBIL ACKERMAN-MUNSON - CONSULTING SERVICES 60,000 0 0 60,000
RAY MATSUMIYA - CONSULTING SERVICES 43,400 0 0 43,400
UPSWEPT CREATIVE - GRAPHIC DESIGN 250 0 0 250
MOLLY WALLACE - CONSULTING SERVICES 14,583 0 0 14,583
LARRY STROBER - CONSULTING SERVICES 10,000 0 0 10,000
ADAM ZIKRI - CONSULTING SERVICES 1,200 0 0 1,200
AYALA PALOMA LLC - GRAPHIC DESIGN 1,830 0 0 1,480
ANNIKA ERICKSON-PEARSON - COMMUNITY STORIES OF CLIMATE, CONFLICT AND CHANGE 500 0 0 500
REBECCA FARNUM - COMMUNITY STORIES OF CLIMATE, CONFLICT AND CHANGE 500 0 0 500
PUBLISED ESSAY STIPENDS 5,332 0 0 5,332