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 12-20-2023 , and ending 12-31-2023
Name of foundation
JADA FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)6223 E TURQUOISE AVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PARADISE VALLEY, AZ85253
A Employer identification number

93-4592919
B Telephone number (see instructions)

(602) 271-9048
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$1,009,401J 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) 1,000,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 287 287  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 9
b Gross sales price for all assets on line 6a 9
7 Capital gain net income (from Part IV, line 2)... 9
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).......      
12 Total. Add lines 1 through 11........ 1,000,296 296  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 0 0   0
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 0 0   0
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,000,296
b Net investment income (if negative, enter -0-) 296
c Adjusted net income (if negative, enter -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.............   206,028 206,028
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 0 Click to see attachment
List of Attached Documents:
// Content
620,601 		661,918
c Investments—corporate bonds (attach schedule).......      
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).......... 0 Click to see attachment
List of Attached Documents:
// Content
136,415 		141,455
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 0 963,044 1,009,401
Liabilities 17 Accounts payable and accrued expenses..........    
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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...........    
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........ 0 -37,252
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 1,000,296
29 Total net assets or fund balances (see instructions)..... 0 963,044
30 Total liabilities and net assets/fund balances (see instructions). 0 963,044
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
0
2
Enter amount from Part I, line 27a .....................
2
1,000,296
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,000,296
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
37,252
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
963,044
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 CAPITAL GAINS DIVIDENDS P    
b
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 9     9
b
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       9
b
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 9
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 4
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 4
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 4
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 150
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 150
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 10 146
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow146 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 arrowAZ
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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 arrowN/A
14
The books are in care ofright arrowDEE & JULIE SCHWEIGERT Telephone no.right arrow (602) 271-9048

Located atright arrow6223 E TURQUOISE AVEPARADISE VALLEYAZ ZIP+4right arrow85253
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)
 
No
(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
 
 
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
DEE D SCHWEIGERT DIRECTOR
0.00 		0 0 0
6223 E TURQUOISE AVE
PARADISE VALLEY,AZ85253
JULIE A SCHWEIGERT DIRECTOR
0.00 		0 0 0
6223 E TURQUOISE AVE
PARADISE VALLEY,AZ85253
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
NONE
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
NONE
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  
2  
3  
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
401,686
b
Average of monthly cash balances.......................
1b
103,014
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
504,700
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
504,700
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
7,571
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
497,129
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
817
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
817
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
4
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
813
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
813
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
813
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
0
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
0
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 0
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......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$  
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..... 0
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 0
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 ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
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).)
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
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
Total .................................right arrow 3a 0
bApproved for future payment
Total ................................. right arrow 3b 0
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
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 ........... 		         
4 Dividends and interest from securities ....     01 287  
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 ............ 		    01 9  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 296 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
296
(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.)
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
JADA FOUNDATION
 
Employer identification number

93-4592919
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
JADA FOUNDATION
  		Employer identification number
93-4592919
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
DEE JULIE SCHWEIGERT
6233 E TURQUOISE AVE
 
PARADISE VALLEY, AZ85253

$ 205,742


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
DEE JULIE SCHWEIGERT
6233 E TURQUOISE AVE
 
PARADISE VALLEY, AZ85253

$ 794,258


(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
JADA FOUNDATION
  		Employer identification number

93-4592919
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
2
 25 SHARES OF ABBOTT LABORATORIES, ABT $ 2,848 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 7 SHARES OF ACCENTURE PLC IRELAND CL A NEW, CAN $ 2,246 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 14 SHARES OF ACUITY BRANDS INC, AYI $ 2,270 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 6 SHARES OF ADOBE INC, ADBE $ 3,117 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 72 SHARES OF AFLAC INC, AFL $ 5,225 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 26 SHARES OF ALIBABA GROUP HOLDING LTD SPONS ADS REPSTG, BABA $ 2,415 2024-12-20
Schedule B (Form 990) (2023)
Name of organization
JADA FOUNDATION
  		Employer identification number

93-4592919
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
2
 46 SHARES OF ALPHABET INC CL A, GOOGL $ 6,059 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 25 SHARES OF AMAZON.COM INC, AMZN $ 3,297 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 37 SHARES OF AMERICAN EXPRESS CO, AXP $ 6,143 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 19 SHARES OF AMERICAN TOWER CORP NEW, AMT $ 3,700 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 18 SHARES OF AMGEN INC, AMGN $ 5,098 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 65 SHARES OF APPLE INC, AAPL $ 12,731 2024-12-20
Schedule B (Form 990) (2023)
Name of organization
JADA FOUNDATION
  		Employer identification number

93-4592919
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
2
 41 SHARES OF APPLIED MATERIALS INC, AMAT $ 6,114 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 61 SHARES OF ARCH CAPITAL GROUP LTD, ACGL $ 4,885 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 17 SHARES OF ARISTA NETWORKS INC, ANET $ 2,765 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 16 SHARES OF ASSURANT INC, AIZ $ 2,685 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 156 SHARES OF AT&TINC, T $ 2,437 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 11 SHARES OF AUTOMATIC DATA, ADP $ 2,764 2024-12-20
Schedule B (Form 990) (2023)
Name of organization
JADA FOUNDATION
  		Employer identification number

93-4592919
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
2
 1 SHARES OF AUTOZONE INC, AZO $ 2,448 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 22 SHARES OF AXCELIS TECHNOLOGIES INC, ACLS $ 2,998 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 99 SHARES OF BAE SYSTEMS PLC SPON ADR, BAESY $ 4,770 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 132 SHARES OF BANK OF AMERICA CORP, BAC $ 4,268 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 7 SHARES OF BLACKROCK INC, BLK $ 5,202 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 61 SHARES OF BNP PARIBAS SPON ADR, BNPOY $ 1,994 2024-12-20
Schedule B (Form 990) (2023)
Name of organization
JADA FOUNDATION
  		Employer identification number

93-4592919
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
2
 10 SHARES OF BROADCOM INC, AVGO $ 9,022 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 29 SHARES OF BUNGE GLOBAL SA, BG $ 3,164 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 9 SHARES OF CATERPILLAR INC, CAT $ 2,538 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 26 SHARES OF CBOE GLOBAL MARKETS INC, CBOE $ 3,704 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 19 SHARES OF CENCORAINC, COR $ 3,576 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 28 SHARES OF CGI INC CL A, SUB $ 2,776 2024-12-20
Schedule B (Form 990) (2023)
Name of organization
JADA FOUNDATION
  		Employer identification number

93-4592919
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
2
 32 SHARES OF CHECK POINT SOFTWARE, CHKP $ 4,241 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 29 SHARES OF CHEVRON CORP, CVX $ 4,665 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 52 SHARES OF CHUBB LTD, CB $ 10,926 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 6 SHARES OF CINTAS CORP, CTAS $ 3,012 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 50 SHARES OF CISCO SYSTEMS INC, CSCO $ 2,687 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 44 SHARES OF COCA-COLA COMPANY, KO $ 2,758 2024-12-20
Schedule B (Form 990) (2023)
Name of organization
JADA FOUNDATION
  		Employer identification number

93-4592919
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
2
 44 SHARES OF COCA-COLA EUROPACIFIC, CCEP $ 2,844 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 165 SHARES OF COMCAST CORP CL A NEW, CMCSA $ 7,525 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 159 SHARES OF COTERRA ENERGY INC, CTRA $ 4,325 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 94 SHARES OF CRH PLC, CRH $ 5,637 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 71 SHARES OF CSX CORP, CSX $ 2,368 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 164 SHARES OF CURTISS-WRIGHT CORP DE, CW $ 31,758 2024-12-20
Schedule B (Form 990) (2023)
Name of organization
JADA FOUNDATION
  		Employer identification number

93-4592919
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
2
 18 SHARES OF DANAHER CORP, DHR $ 4,141 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 157 SHARES OF DEUTSCHE TELEKOM AG SPON ADR, DTEGY $ 3,629 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 19 SHARES OF DR HORTON INC, DHI $ 2,449 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 21 SHARES OF DUKE ENERGY CORP NEW, DUK $ 1,994 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 16 SHARES OF EAGLE MATERIALS INC, EXP $ 2,930 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 113 SHARES OF ELEMENT SOLUTIONS INC, ESI $ 2,339 2024-12-20
Schedule B (Form 990) (2023)
Name of organization
JADA FOUNDATION
  		Employer identification number

93-4592919
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
2
 8 SHARES OF ELEVANCE HEALTH INC, ELV $ 3,777 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 7 SHARES OF ELI LILLY & CO, LLY $ 3,186 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 20 SHARES OF EMCOR GROUP INC, EME $ 3,918 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 26 SHARES OF ENSIGN GROUP INC, ENSG $ 2,343 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 106 SHARES OF ERSTEGROUPBANKAGSPON ADR REPSTG 1/2 SH, EBKDY $ 1,850 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 19 SHARES OF EVERCORE INC CL A, EVR $ 2,590 2024-12-20
Schedule B (Form 990) (2023)
Name of organization
JADA FOUNDATION
  		Employer identification number

93-4592919
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
2
 9 SHARES OF EVEREST GROUP LTD, EG $ 3,482 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 68 SHARES OF EXXON MOBIL CORP, XOM $ 7,210 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 34 SHARES OF FARMLAND PARTNERS INC, FPI $ 416 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 52 SHARES OF FEDERAL REALTY INVESTMENT TR NEW, FRT $ 5,274 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 18 SHARES OF FERGUSON PLC NEW, FERG $ 2,929 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 19 SHARES OF FIFTH THIRD BANCORP, FITB $ 613 2024-12-20
Schedule B (Form 990) (2023)
Name of organization
JADA FOUNDATION
  		Employer identification number

93-4592919
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
2
 29 SHARES OF FISERV INC, FL $ 3,512 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 162 SHARES OF FLEX LTD, FLEX $ 4,381 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 55 SHARES OF FORTIVE CORP, FTV $ 4,235 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 60 SHARES OF FOX CORP CLA, FOXA $ 1,757 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 10 SHARES OF GENERAL DYNAMICS CORP, GD $ 2,383 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 59 SHARES OF GENERAL MOTORS CO, GM $ 2,310 2024-12-20
Schedule B (Form 990) (2023)
Name of organization
JADA FOUNDATION
  		Employer identification number

93-4592919
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
2
 6 SHARES OF GLADSTONE LAND CORP, LAND $ 100 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 10 SHARES OF GOLDMAN SACHS GROUP INC, GS $ 3,576 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 64 SHARES OF GRUPO FINANCIERO BANORTE SAB DEC V, GBOOY $ 2,975 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 153 SHARES OF GSK PLC SPONSORED ADR NEW, GSK $ 5,524 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 61 SHARES OF HALLIBURTON COMPANY, HAL $ 2,339 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 8 SHARES OF HOME DEPOT INC, HD $ 2,649 2024-12-20
Schedule B (Form 990) (2023)
Name of organization
JADA FOUNDATION
  		Employer identification number

93-4592919
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
2
 96 SHARES OF HSBC HOLDINGS PLC SPONSORED ADR NEW, HSBC $ 3,986 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 120 SHARES OF IBERDROLA SA SPONSORED ADR REPSTG 1, IBDRY $ 6,102 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 13 SHARES OF ICON PLC, ICLR $ 3,182 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 49 SHARES OF IMPERIAL OIL LTD NEW, IMO $ 2,524 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 57 SHARES OF INFINEON TECHNOLOGIES AG SPONSORED ADR, IFNNY $ 2,441 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 265 SHARES OF ING GROEP NV SPONSORED ADR, ING $ 3,704 2024-12-20
Schedule B (Form 990) (2023)
Name of organization
JADA FOUNDATION
  		Employer identification number

93-4592919
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
2
 86 SHARES OF INTEL CORP, INTC $ 2,980 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 31 SHARES OF ISHARES SILVER TRUST, SLV $ 645 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 32 SHARES OF JOHNSON & JOHNSON, JNJ $ 5,553 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 75 SHARES OF JPMORGAN CHASE & CO, JPM $ 11,828 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 58 SHARES OF KUBOTA CORP ADR, KUBTY $ 3,899 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 16 SHARES OF LINDE PLC NEW, LIN $ 6,176 2024-12-20
Schedule B (Form 990) (2023)
Name of organization
JADA FOUNDATION
  		Employer identification number

93-4592919
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
2
 9 SHARES OF LULULEMON ATHLETICA INC, LULU $ 3,720 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 820 SHARES OF MAZDA MOTOR CORP ADR, MZDAY $ 4,123 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 11 SHARES OF MCDONALDS CORP, MCD $ 3,269 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 9 SHARES OF MCKESSON CORP, MCK $ 3,649 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 55 SHARES OF MERCK & COMPANY INC NEW, MRK $ 5,877 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 19 SHARES OF META PLATFORMS INC CL A, META $ 6,059 2024-12-20
Schedule B (Form 990) (2023)
Name of organization
JADA FOUNDATION
  		Employer identification number

93-4592919
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
2
 19 SHARES OF MGP INGREDIENTS INC NEW, MGPI $ 1,786 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 45 SHARES OF MICROSOFT CORP, MSFT $ 15,114 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 14 SHARES OF MIDDLEBY CORP, MIDD $ 2,111 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 6 SHARES OF MITSUI & COMPANY LTD ADR, MITSY $ 4,666 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 42 SHARES OF MORGAN STANLEY, MS $ 3,941 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 36 SHARES OF NETEASE INC SPON ADR, NTES $ 3,896 2024-12-20
Schedule B (Form 990) (2023)
Name of organization
JADA FOUNDATION
  		Employer identification number

93-4592919
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
2
 101 SHARES OF NEXTERA ENERGY INC, NEE $ 7,487 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 317 SHARES OF NINTENDO LTD ADR, NTDOY $ 3,655 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 101 SHARES OF NIPPON TELEGRAPH & TELEPHONE CORP SPON ADR, NTTYY $ 2,887 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 36 SHARES OF NOVARTIS AG SPON ADR, NVS $ 3,563 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 53 SHARES OF NOVO NORDISK AS ADR, NVO $ 4,167 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 157 SHARES OF NVENT ELECTRIC PLC VOTING USD 0.01, NVT $ 8,247 2024-12-20
Schedule B (Form 990) (2023)
Name of organization
JADA FOUNDATION
  		Employer identification number

93-4592919
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
2
 9 SHARES OF NVIDIA CORP, NVDA $ 4,203 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 9 SHARES OF NXP SEMICONDUCTORS NV, NXPI $ 2,017 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 32 SHARES OF OMNICOM GROUP INC, OMC $ 2,631 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 14 SHARES OF OWENS CORNING INC NEW, OC $ 1,978 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 21 SHARES OF PARKER-HANNIFIN CORP, PH $ 8,312 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 117 SHARES OF PENTAIR PLC, PNR $ 8,039 2024-12-20
Schedule B (Form 990) (2023)
Name of organization
JADA FOUNDATION
  		Employer identification number

93-4592919
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
2
 30 SHARES OF PEPSICO INC, PEP $ 4,863 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 36 SHARES OF PHILIP MORRIS INTL INC, PM $ 3,543 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 18 SHARES OF PPG INDUSTRIES INC, PPG $ 2,635 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 25 SHARES OF PROCTER & GAMBLE CO, PG $ 3,834 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 39 SHARES OF PROLOGIS INC, PLD $ 4,908 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 131 SHARES OF PT BANK MANDIRI PERSERO TBKADR, PPERY $ 1,954 2024-12-20
Schedule B (Form 990) (2023)
Name of organization
JADA FOUNDATION
  		Employer identification number

93-4592919
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
2
 195 SHARES OF PUBLICIS SA NEW SPON ADR, PUBGY $ 3,965 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 74 SHARES OF PULTEGROUP INC, PHM $ 6,304 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 12 SHARES OF S&P GLOBAL INC, SPGI $ 4,832 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 35 SHARES OF SCHLUMBERGER LTD, SLB $ 2,026 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 227 SHARES OF SEKISUI HOUSE LTD SPON ADR, SKHSY $ 4,685 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 58 SHARES OF SIEMENS AG SPON ADR, SIEGY $ 4,972 2024-12-20
Schedule B (Form 990) (2023)
Name of organization
JADA FOUNDATION
  		Employer identification number

93-4592919
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
2
 13 SHARES OF SNAP ON INC, SNA $ 3,508 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 53 SHARES OF SOUTHERN COMPANY, SO $ 3,858 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 59 SHARES OF STARBUCKS CORP, SBUX $ 5,981 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 13 SHARES OF STRYKER CORP, SYK $ 3,697 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 110 SHARES OF SUNCOR ENERGY INC NEW, SU $ 3,796 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 19 SHARES OF T-MOBILE US INC, TMUS $ 2,625 2024-12-20
Schedule B (Form 990) (2023)
Name of organization
JADA FOUNDATION
  		Employer identification number

93-4592919
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
2
 47 SHARES OF TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR, TSM $ 4,737 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 111 SHARES OF TENCENT HOLDINGS LTD UNSPON ADR, TCEHY $ 5,082 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 7 SHARES OF TESLA INC, TSLA $ 1,861 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 14 SHARES OF TEXAS INSTRUMENTS INC, TXN $ 2,515 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 29 SHARES OF TOYOTA MOTOR CORP SPON ADR, TM $ 4,986 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 18 SHARES OF UFP INDUSTRIES INC, UFPI $ 1,838 2024-12-20
Schedule B (Form 990) (2023)
Name of organization
JADA FOUNDATION
  		Employer identification number

93-4592919
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
2
 8 SHARES OF ULTA BEAUTY INC, ULTA $ 3,637 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 11 SHARES OF UNITED THERAPEUTICS CORP, UTHR $ 2,662 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 15 SHARES OF UNITEDHEALTH GROUP INC, UNH $ 7,565 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 270 SHARES OF VALES AADR, VALE $ 4,024 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 34 SHARES OF VALERO ENERGY CORP, VLO $ 4,303 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 67 SHARES OF VERIZON COMMUNICATIONS INC, VZ $ 2,296 2024-12-20
Schedule B (Form 990) (2023)
Name of organization
JADA FOUNDATION
  		Employer identification number

93-4592919
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
2
 170 SHARES OF VINCI S AADR, VCISY $ 5,065 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 308 SHARES OF VIPSHOP HOLDINGS INC ADR, VIPS $ 5,322 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 29 SHARES OF VISA INC CL A, V $ 6,791 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 24 SHARES OF WALMART INC, WMT $ 3,836 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 43 SHARES OF WALT DISNEY CO, DIS $ 3,724 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 13 SHARES OF WASTE MANAGEMENT INC DEL, WM $ 2,105 2024-12-20
Schedule B (Form 990) (2023)
Name of organization
JADA FOUNDATION
  		Employer identification number

93-4592919
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
2
 95 SHARES OF WELLS FARGO & CO NEW, WFC $ 4,394 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 80 SHARES OF WILLIAMS COS INC DEL, WMB $ 2,722 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 28 SHARES OF WILLIAMS SONOMA INC, WSM $ 3,917 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 17 SHARES OF ALPS ALERIAN MLP ETF NEW, AMLP $ 702 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 35 SHARES OF FIRST TRUST MERGER ARBITRATION ETF, MARB $ 698 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 21 SHARES OF GLOBAL X COPPER MINERS ETF NEW, COPX $ 726 2024-12-20
Schedule B (Form 990) (2023)
Name of organization
JADA FOUNDATION
  		Employer identification number

93-4592919
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
2
 40 SHARES OF GLOBAL X SILVER MINERS ETF NEW, SIL $ 1,079 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 34 SHARES OF GLOBAL XU S INFRASTRUCTURE DEVELOPMENT ETF, PAVE $ 990 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 14 SHARES OF INVESCO GLOBAL LISTED PRIVATE EQUITY NEW ETF, PSP $ 790 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 14 SHARES OF ISHARES BROAD USO HIGH YIELD CORPORATE BD ETF, USHY $ 503 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 108 SHARES OF ISHARES CORE MSCI TOTAL INTL STOCK ETF, IXUS $ 6,540 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 46 SHARES OF ISHARES CORE S&P SMALL CAP ETF, IJR $ 4,290 2024-12-20
Schedule B (Form 990) (2023)
Name of organization
JADA FOUNDATION
  		Employer identification number

93-4592919
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
2
 7 SHARES OF ISHARES CORE S&P TOTAL US STOCK MARKET ETF, ITOT $ 708 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 14 SHARES OF ISHARES CORE U S REIT ETF, USRT $ 742 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 358 SHARES OF ISHARES IBOXX $ HIGH YIELD CORP BOND ETF, HYG $ 26,583 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 5 SHARES OF ISHARES IBOXX $INVESTMENT GRADE CORP BOND ETF, LOO $ 522 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 9 SHARES OF SCHWAB U S LARGE CAP GROWTH ETF, SCHG $ 679 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 123 SHARES OF SPDR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BOND ETF, SJNK $ 3,100 2024-12-20
Schedule B (Form 990) (2023)
Name of organization
JADA FOUNDATION
  		Employer identification number

93-4592919
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
2
 129 SHARES OF SPDR BLOOMBERG HIGH YIELD BOND ETF NEW, JNK $ 11,739 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 23 SHARES OF SPDR PORTFOLIO LONG TERM CORP BOND ETF, SPLB $ 502 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 194 SHARES OF SPDR PORTFOLIO S&P 500 ETF, SPLG $ 9,928 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 37 SHARES OF VANECK CEF MUN INCOME ETF, XMPT $ 787 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 35 SHARES OF VANECK GOLD MINERS ETF, GDX $ 1,012 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 27 SHARES OF VANGUARD FTSE ALL WORLD EX US SMALL CAP ETF, VSS $ 2,862 2024-12-20
Schedule B (Form 990) (2023)
Name of organization
JADA FOUNDATION
  		Employer identification number

93-4592919
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
2
 44 SHARES OF WORLD GOLD TRUST SPDR GOLD MINISHARES TRUST NEW ETF, GLDM $ 1,699 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 24 SHARES OF AMERICAN BEACON AHL MANAGED FUTURES STRATEGY CLY, AHLYX $ 243 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 254 SHARES OF BLACKROCK EVENT DRIVEN EQUITY INSTL CL, BILPX $ 2,477 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 160 SHARES OF BRANDYWINEGLOBAL ALT CREDIT CL I, LMANX $ 1,445 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 227 SHARES OF EASTERLY HEDGED EQUITY CL I, JDIEX $ 2,492 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 55 SHARES OF GUGGENHEIM MARKET NEUTRAL REAL ESTATE INSTL CL, GUMNX $ 1,482 2024-12-20
Schedule B (Form 990) (2023)
Name of organization
JADA FOUNDATION
  		Employer identification number

93-4592919
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
2
 232 SHARES OF LOCORR LONG SHORT COMMODITIES STRATEGIES CL I, LCSIX $ 2,304 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 4438 SHARES OF NAVIGATOR TACTICAL FIXED INCOME CL I, NTBIX $ 43,137 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 148.54 SHARES OF NEUBERGER BERMAN LONG SHORT INSTL CL, NLSIX $ 2,506 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 163 SHARES OF PIMCO TRENDS MANAGED FUTURES STRAT INSTL CL, POTIX $ 1,762 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 164 SHARES OF VICTORY MARKET NEUTRAL INCOME CL I, CBHIX $ 1,394 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 UNREALIZED GAIN ON SECURITIES DURING TRANSFER $ 37,234 2024-12-20
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
JADA FOUNDATION
  		Employer identification number

93-4592919
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 InvestmentsCorpStockSchedule
Name:
JADA FOUNDATION
EIN:
93-4592919
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES, ABT 2,848 2,752
ACCENTURE PLC IRELAND CL A NEW, CAN 2,246 2,456
ACUITY BRANDS INC, AYI 2,270 2,868
ADOBE INC, ADBE 3,117 3,580
AFLAC INC, AFL 5,225 5,940
ALIBABA GROUP HOLDING LTD SPONS ADS REPSTG, BABA 2,415 2,015
ALPHABET INC CL A, GOOGL 6,059 6,426
AMAZON.COM INC, AMZN 3,297 3,799
AMERICAN EXPRESS CO, AXP 6,143 6,932
AMERICAN TOWER CORP NEW, AMT 3,700 4,102
AMGEN INC, AMGN 5,098 5,184
APPLE INC, AAPL 12,731 12,514
APPLIED MATERIALS INC, AMAT 6,114 6,645
ARCH CAPITAL GROUP LTD, ACGL 4,885 4,530
ARISTA NETWORKS INC, ANET 2,765 4,004
ASSURANT INC, AIZ 2,685 2,696
AT&TINC, T 2,437 2,618
AUTOMATIC DATA, ADP 2,764 2,563
AUTOZONE INC, AZO 2,448 2,586
AXCELIS TECHNOLOGIES INC, ACLS 2,998 2,853
BAE SYSTEMS PLC SPON ADR, BAESY 4,770 5,724
BANK OF AMERICA CORP, BAC 4,268 4,444
BLACKROCK INC, BLK 5,202 5,683
BNP PARIBAS SPON ADR, BNPOY 1,994 2,119
BROADCOM INC, AVGO 9,022 11,163
BUNGE GLOBAL SA, BG 3,164 2,928
CATERPILLAR INC, CAT 2,538 2,661
CBOE GLOBAL MARKETS INC, CBOE 3,704 4,643
CENCORAINC, COR 3,576 3,902
CGI INC CL A, SUB 2,776 3,002
CHECK POINT SOFTWARE, CHKP 4,241 4,889
CHEVRON CORP, CVX 4,665 4,326
CHUBB LTD, CB 10,926 11,752
CINTAS CORP, CTAS 3,012 3,616
CISCO SYSTEMS INC, CSCO 2,687 2,526
COCA-COLA COMPANY, KO 2,758 2,593
COCA-COLA EUROPACIFIC, CCEP 2,844 2,937
COMCAST CORP CL A NEW, CMCSA 7,525 7,235
COTERRA ENERGY INC, CTRA 4,325 4,058
CRH PLC, CRH 5,637 6,501
CSX CORP, CSX 2,368 2,462
CURTISS-WRIGHT CORP DE, CW 31,758 36,538
DANAHER CORP, DHR 4,141 4,164
DEUTSCHE TELEKOM AG SPON ADR, DTEGY 3,629 3,788
DR HORTON INC, DHI 2,449 2,888
DUKE ENERGY CORP NEW, DUK 1,994 2,038
EAGLE MATERIALS INC, EXP 2,930 3,245
ELEMENT SOLUTIONS INC, ESI 2,339 2,615
ELEVANCE HEALTH INC, ELV 3,777 3,772
ELI LILLY & CO, LLY 3,186 4,080
EMCOR GROUP INC, EME 3,918 4,309
ENSIGN GROUP INC, ENSG 2,343 2,917
ERSTEGROUPBANKAGSPON ADR REPSTG 1/2 SH, EBKDY 1,850 2,167
EVERCORE INC CL A, EVR 2,590 3,250
EVEREST GROUP LTD, EG 3,482 3,182
EXXON MOBIL CORP, XOM 7,210 6,799
FARMLAND PARTNERS INC, FPI 416 424
FEDERAL REALTY INVESTMENT TR NEW, FRT 5,274 5,359
FERGUSON PLC NEW, FERG 2,929 3,475
FIFTH THIRD BANCORP, FITB 613 655
FISERV INC, FL 3,512 3,852
FLEX LTD, FLEX 4,381 4,935
FORTIVE CORP, FTV 4,235 4,050
FOX CORP CLA, FOXA 1,757 1,780
GENERAL DYNAMICS CORP, GD 2,383 2,597
GENERAL MOTORS CO, GM 2,310 2,119
GLADSTONE LAND CORP, LAND 100 87
GOLDMAN SACHS GROUP INC, GS 3,576 3,858
GRUPO FINANCIERO BANORTE SAB DEC V, GBOOY 2,975 3,213
GSK PLC SPONSORED ADR NEW, GSK 5,524 5,670
HALLIBURTON COMPANY, HAL 2,339 2,205
HOME DEPOT INC, HD 2,649 2,772
HSBC HOLDINGS PLC SPONSORED ADR NEW, HSBC 3,986 3,892
IBERDROLA SA SPONSORED ADR REPSTG 1, IBDRY 6,102 6,300
ICON PLC, ICLR 3,182 3,680
IMPERIAL OIL LTD NEW, IMO 2,524 2,802
INFINEON TECHNOLOGIES AG SPONSORED ADR, IFNNY 2,441 2,385
ING GROEP NV SPONSORED ADR, ING 3,704 3,980
INTEL CORP, INTC 2,980 4,322
ISHARES SILVER TRUST, SLV 645 675
JOHNSON & JOHNSON, JNJ 5,553 5,016
JPMORGAN CHASE & CO, JPM 11,828 12,758
KUBOTA CORP ADR, KUBTY 3,899 4,343
LINDE PLC NEW, LIN 6,176 6,571
LULULEMON ATHLETICA INC, LULU 3,720 4,602
MAZDA MOTOR CORP ADR, MZDAY 4,123 4,362
MCDONALDS CORP, MCD 3,269 3,262
MCKESSON CORP, MCK 3,649 4,167
MERCK & COMPANY INC NEW, MRK 5,877 5,996
META PLATFORMS INC CL A, META 6,059 6,725
MGP INGREDIENTS INC NEW, MGPI 1,786 1,872
MICROSOFT CORP, MSFT 15,114 16,922
MIDDLEBY CORP, MIDD 2,111 2,060
MITSUI & COMPANY LTD ADR, MITSY 4,666 4,488
MORGAN STANLEY, MS 3,941 3,917
NETEASE INC SPON ADR, NTES 3,896 3,354
NEXTERA ENERGY INC, NEE 7,487 6,135
NINTENDO LTD ADR, NTDOY 3,655 4,118
NIPPON TELEGRAPH & TELEPHONE CORP SPON ADR, NTTYY 2,887 3,077
NOVARTIS AG SPON ADR, NVS 3,563 3,635
NOVO NORDISK AS ADR, NVO 4,167 5,483
NVENT ELECTRIC PLC VOTING USD 0.01, NVT 8,247 9,277
NVIDIA CORP, NVDA 4,203 4,457
NXP SEMICONDUCTORS NV, NXPI 2,017 2,067
OMNICOM GROUP INC, OMC 2,631 2,768
OWENS CORNING INC NEW, OC 1,978 2,075
PARKER-HANNIFIN CORP, PH 8,312 9,675
PENTAIR PLC, PNR 8,039 8,507
PEPSICO INC, PEP 4,863 5,095
PHILIP MORRIS INTL INC, PM 3,543 3,387
PPG INDUSTRIES INC, PPG 2,635 2,692
PROCTER & GAMBLE CO, PG 3,834 3,664
PROLOGIS INC, PLD 4,908 5,199
PT BANK MANDIRI PERSERO TBKADR, PPERY 1,954 2,061
PUBLICIS SA NEW SPON ADR, PUBGY 3,965 4,521
PULTEGROUP INC, PHM 6,304 7,638
S&P GLOBAL INC, SPGI 4,832 5,286
SCHLUMBERGER LTD, SLB 2,026 1,821
SEKISUI HOUSE LTD SPON ADR, SKHSY 4,685 5,037
SIEMENS AG SPON ADR, SIEGY 4,972 5,425
SNAP ON INC, SNA 3,508 3,755
SOUTHERN COMPANY, SO 3,858 3,716
STARBUCKS CORP, SBUX 5,981 5,665
STRYKER CORP, SYK 3,697 3,893
SUNCOR ENERGY INC NEW, SU 3,796 3,524
T-MOBILE US INC, TMUS 2,625 3,046
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR, TSM 4,737 4,888
TENCENT HOLDINGS LTD UNSPON ADR, TCEHY 5,082 4,195
TESLA INC, TSLA 1,861 1,739
TEXAS INSTRUMENTS INC, TXN 2,515 2,386
TOYOTA MOTOR CORP SPON ADR, TM 4,986 5,318
UFP INDUSTRIES INC, UFPI 1,838 2,260
ULTA BEAUTY INC, ULTA 3,637 3,920
UNITED THERAPEUTICS CORP, UTHR 2,662 2,419
UNITEDHEALTH GROUP INC, UNH 7,565 7,897
VALES AADR, VALE 4,024 4,282
VALERO ENERGY CORP, VLO 4,303 4,420
VERIZON COMMUNICATIONS INC, VZ 2,296 2,526
VINCI S AADR, VCISY 5,065 5,362
VIPSHOP HOLDINGS INC ADR, VIPS 5,322 5,470
VISA INC CL A, V 6,791 7,550
WALMART INC, WMT 3,836 3,784
WALT DISNEY CO, DIS 3,724 3,882
WASTE MANAGEMENT INC DEL, WM 2,105 2,328
WELLS FARGO & CO NEW, WFC 4,394 4,676
WILLIAMS COS INC DEL, WMB 2,722 2,786
WILLIAMS SONOMA INC, WSM 3,917 5,650

TY 2023 InvestmentsOtherSchedule2
Name:
JADA FOUNDATION
EIN:
93-4592919
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALPS ALERIAN MLP ETF NEW, AMLP AT COST 702 723
FIRST TRUST MERGER ARBITRATION ETF, MARB AT COST 698 706
GLOBAL X COPPER MINERS ETF NEW, COPX AT COST 726 788
GLOBAL X SILVER MINERS ETF NEW, SIL AT COST 1,079 1,135
GLOBAL XU S INFRASTRUCTURE DEVELOPMENT ETF, PAVE AT COST 990 1,172
INVESCO GLOBAL LISTED PRIVATE EQUITY NEW ETF, PSP AT COST 790 871
ISHARES BROAD USO HIGH YIELD CORPORATE BD ETF, USHY AT COST 503 509
ISHARES CORE MSCI TOTAL INTL STOCK ETF, IXUS AT COST 6,540 7,012
ISHARES CORE S&P SMALL CAP ETF, IJR AT COST 4,290 4,980
ISHARES CORE S&P TOTAL US STOCK MARKET ETF, ITOT AT COST 708 737
ISHARES CORE U S REIT ETF, USRT AT COST 742 760
ISHARES IBOXX $ HIGH YIELD CORP BOND ETF, HYG AT COST 26,583 27,706
ISHARES IBOXX $INVESTMENT GRADE CORP BOND ETF, LOO AT COST 522 553
SCHWAB U S LARGE CAP GROWTH ETF, SCHG AT COST 679 747
SPDR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BOND ETF, SJNK AT COST 3,100 3,092
SPDR BLOOMBERG HIGHYIELD BOND ETF NEW, JNK AT COST 11,739 12,220
SPDR PORTFOLIO LONG TERM CORP BOND ETF, SPLB AT COST 502 547
SPDR PORTFOLIO S&P 500 ETF, SPLG AT COST 9,928 10,845
VANECK CEF MUN INCOME ETF, XMPT AT COST 787 784
VANECK GOLD MINERS ETF, GDX AT COST 1,012 1,085
VANGUARD FTSE ALL WORLD EX US SMALL CAP ETF, VSS AT COST 2,862 3,106
WORLD GOLD TRUST SPDR GOLD MINISHARES TRUST NEW ETF, GLDM AT COST 1,699 1,800
AMERICAN BEACON AHL MANAGED FUTURES STRATEGY CLY, AHLYX AT COST 243 236
BLACKROCK EVENT DRIVEN EQUITY INSTL CL, BILPX AT COST 2,477 2,537
BRANDYWINEGLOBAL ALT CREDIT CL I, LMANX AT COST 1,444 1,427
EASTERLY HEDGED EQUITY CL I, JDIEX AT COST 2,491 2,592
GUGGENHEIM MARKET NEUTRAL REAL ESTATE INSTL CL, GUMNX AT COST 1,481 1,473
LOCORR LONG SHORT COMMODITIES STRATEGIES CL I, LCSIX AT COST 2,303 2,264
NAVIGATOR TACTICAL FIXED INCOME CL I, NTBIX AT COST 43,136 43,270
NEUBERGER BERMAN LONG SHORT INSTL CL, NLSIX AT COST 2,505 2,591
PIMCO TRENDS MANAGED FUTURES STRAT INSTL CL, POTIX AT COST 1,761 1,751
VICTORY MARKET NEUTRAL INCOME CL I, CBHIX AT COST 1,393 1,436

TY 2023 OtherDecreasesSchedule
Name:
JADA FOUNDATION
EIN:
93-4592919
Description Amount
UNREALIZED GAINS/LOSSES 37,252


TY 2023 SubstantialContributorsSch
Name:
JADA FOUNDATION
EIN:
93-4592919
Name Address
DEE JULIE SCHWEIGERT 6223 E TURQUOISE AVE
PARADISE VALLEY,AZ85253