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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$15,952,074J 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) 100,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 17 17  
4 Dividends and interest from securities... 445,337 445,337  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 348,851
b Gross sales price for all assets on line 6a 4,568,242
7 Capital gain net income (from Part IV, line 2)... 348,851
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
28,517 -9,551 38,068
12 Total. Add lines 1 through 11........ 922,722 784,654 38,068
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 48,992 9,792 0 39,167
14 Other employee salaries and wages...... 341,800 68,880 0 275,520
15 Pension plans, employee benefits....... 72,677 14,551 0 58,202
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
152,893 56,976 0 96,267
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
41 0 41
20 Occupancy.............. 4,645 929 0 3,716
21 Travel, conferences, and meetings....... 37,055 7,303 0 29,214
22 Printing and publications.......... 3,016 603 0 2,412
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
84,844 4,272 38,027 38,855
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 751,743 163,306 38,068 549,133
25 Contributions, gifts, grants paid....... 372,765 377,765
26 Total expenses and disbursements. Add lines 24 and 25 1,124,508 163,306 38,068 926,898
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -201,786
b Net investment income (if negative, enter -0-) 621,348
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 10,979 13,208 13,208
2 Savings and temporary cash investments......... 1,066,940 790,413 790,413
3 Accounts receivable right arrow7,677
Less: allowance for doubtful accounts right arrow   860 7,677 7,677
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)....... 10,224,728 Click to see attachment
List of Attached Documents:
// Content
11,070,773 		11,070,773
c Investments—corporate bonds (attach schedule)....... 3,076,456 Click to see attachment
List of Attached Documents:
// Content
3,041,107 		3,041,107
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).......... 956,036 Click to see attachment
List of Attached Documents:
// Content
1,027,259 		1,027,259
14 Land, buildings, and equipment: basis right arrow2,824
Less: accumulated depreciation (attach schedule) right arrow1,187 0 Click to see attachment
List of Attached Documents:
// Content
1,637 		1,637
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 15,335,999 15,952,074 15,952,074
Liabilities 17 Accounts payable and accrued expenses.......... 16,559 17,794
18 Grants payable................. 5,000  
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   Click to see attachment
List of Attached Documents:
// Content
10,000
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 21,559 27,794
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........... 15,314,440 15,924,280
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)..... 15,314,440 15,924,280
30 Total liabilities and net assets/fund balances (see instructions). 15,335,999 15,952,074
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
15,314,440
2
Enter amount from Part I, line 27a .....................
2
-201,786
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
811,626
4
Add lines 1, 2, and 3 ..........................
4
15,924,280
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
15,924,280
Form 990-PF (2024)
Form 990-PF (2024)
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 4,568,242   4,241,359 326,883
b       14,637
c       7,331
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       326,883
b       14,637
c       7,331
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 2 348,851
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 8,637
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 8,637
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 8,637
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 24,375
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 24,375
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 15,738
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow15,738 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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)
Yes
 
(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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 		1,200 0 0
5505 SW HEWETT BLVD
PORTLAND,OR97221
ELIZABETH JUBITZ SAYLER VICE PRESIDENT
2.00 		1,000 0 0
5505 SW HEWETT BLVD
PORTLAND,OR97221
SARAH C JUBITZ TREASURER
2.00 		1,000 0 0
5505 SW HEWETT BLVD
PORTLAND,OR97221
KATHERINE H JUBITZ SECRETARY
2.00 		1,000 0 0
5505 SW HEWETT BLVD
PORTLAND,OR97221
LAUREN FORMAN EXECUTIVE DIRECTOR
20.00 		44,792 11,964 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 12,963 0
5505 SW HEWETT BLVD
PORTLAND,OR97221
RAY MATSUMIYA DIR. OF ROTARY ENGAG
40.00 		90,000 11,378 0
5505 SW HEWETT BLVD
PORTLAND,OR97221
KELSEY COOLIDGE DIRECTOR, WAR PREVEN
40.00 		94,500 3,846 0
5505 SW HEWETT BLVD
PORTLAND,OR97221
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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 65,000
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 - THE WAR PREVENTION INITIATIVE (WPI) WORKS TO TRANSFORM THE GLOBAL PEACE AND SECURITY PARADIGM TO ONE BUILT ON VIABLE ALTERNATIVES TO WAR AND ALL FORMS OF POLITICAL VIOLENCE. 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. 363,248
2 ENVIRONMENT - TO PROTECT AND RESTORE NATURAL FOREST AND FRESHWATER HABITATS THROUGHOUT OREGON FOR THIS AND FUTURE GENERATIONS. 67,997
3 PEACE - TO SUPPORT PEACE BUILDING ACTIVITIES IN ALL SECTORS OF SOCIETY, WITH AN EMPHASIS ON PROVIDING VIABLE ALTERNATIVES TO WAR AND VIOLENCE. 63,729
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 (2024)
Form 990-PF (2024)
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
14,857,011
b
Average of monthly cash balances.......................
1b
1,080,365
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
15,937,376
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
15,937,376
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
239,061
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
15,698,315
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
784,916
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
784,916
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
8,637
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,637
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
776,279
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
776,279
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
776,279
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
926,898
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
926,898
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 776,279
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021...... 517,019
d From 2022...... 204,035
e From 2023......  
f Total of lines 3a through e ........ 721,054
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 926,898
a Applied to 2023, 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 2024 distributable amount..... 776,279
e Remaining amount distributed out of corpus 150,619
5 Excess distributions carryover applied to 2024. 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 5 871,673
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		871,673
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 517,019
c Excess from 2022.... 204,035
d Excess from 2023....  
e Excess from 2024.... 150,619
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

ALLIANCE FOR A SAFE OREGON

4931 SW 76TH AVENUE BOX 154
PORTLAND,OR97225 		  PC GUN SAFETY EDUCATION PROGRAM 10,000

AMERICAN FORESTS

1220 L STREET NW SUITE 750
WASHINGTON,DC20005 		  PC 9TH AMERICAN FOREST CONFERENCE 10,000

BARK

PO BOX 12065
PORTLAND,OR97212 		  PC RESTORING & RESILIENCE PROJECTS IN MT. HOOD NATIONAL FOREST 10,000

CASCADIA WILD

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

CENTER FOR INTERNATIONAL POLICY

1050 CONNECTICUT AVENUE NW
WASHINGTON,DC20036 		  PC SUPPORT FOR US FOREIGN POLICY ADVISEMENT ON PEACE STRATEGIES 5,000

COLUMBIA INSIGHT

PO BOX 1021
HOOD RIVER,OR97031 		  PC ENVIRONMENTAL JOURNALISM SERIES - CHANGE COMING 10,000

COLUMBIA RIVERKEEPER

407 PORTWAY AVENUE 301
HOOD RIVER,OR97031 		  PC HOOD RIVER BASIN HABITAT PROTECTION AND RESTORATION PROJECT 20,000

CRAG LAW CENTER

3141 E BURNSIDE STREET
PORTLAND,OR97214 		  PC MT. HOOD MATURE AND OLD GROWTH FOREST ADVOCACY PROJECT 15,000

ENVIRONMENTAL PEACEBUILDING ASSOC

2021 GUADALUPE STREET SUITE 260
AUSTIN,TX78705 		  PC PEACEBUILDING FOR THE EARTH PROGRAM - OPERATING SUPPORT 10,000

FEDERATION OF AMERICAN SCIENTISTS

1150 18TH STREET NW SUITE 1000
WASHINGTON,DC20036 		  PC RESEARCH ALTERNATIVES TO THE CURRENT U.S. NUCLEAR LAUNCH POLICY 10,000

FRESHWATER TRUST

1120 SE MADISON STREET
PORTLAND,OR97214 		  PC UPPER SANDY MONITORING TO INFORM ADAPTIVE STREAM MANAGEMENT 15,000

HOOD RIVER WATERSHED GROUP

1230 WASCO STREET
HOOD RIVER,OR97031 		  PC SUPPORT FOR 5 KEY RESTORATION PROGRAMS 25,000

HUMBOLDT AREA COMMUNITY FOUNDATION

363 INDIANOLA ROAD
INDIANOLA,CA95524 		  PC WITH WILD RIVERS COMMUNITY FOUNDATION -FOR KLAMATH RIVER RESTORATION FUND 35,000

INKSTICK MEDIA

6935 CARDOZO STREET
NEW MARKET,MD21774 		  PC SEEDS OF CHANGE IN A MEDIA DESERT - SUPPORT FOR PEACE JOURNALISM 5,000

INTERNATIONAL ASSOCIATION FOR HUMAN VALUES

2401 15TH STREET NW
WASHINGTON,DC20009 		  PC WITH LOVE IS STRONGER - YOUTH PEACE EDUCATION PROGRAM IN PORTLAND 5,000

LOVE IS STRONGER

PO BOX 11842
PORTLAND,OR97211 		  PC WITH INTL ASSOC FOR HUMAN VALUES - YOUTH PEACE EDUCATION 9,825

NONVIOLENT PEACEFORCE

2143 LOWRY AVENUE NORTH SUITE A
MINNEAPOLIS,MN55411 		  PC PEACE FOR PORTLAND INITIATIVE - HOMELESS VIOLENCE REDUCTION PROGRAM 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 SUPPORT FOR PEACEVOICE JOURNALISM 5,000

OREGON WILD

5825 N GREELEY AVENUE
PORTLAND,OR97217 		  PC OLD GROWTH FOREST PROTECTION EFFORTS IN MT HOOD NATIONAL FOREST 20,000

PLOUGHSHARES FUND

315 BAY STREET 4TH FLOOR
SAN FRANCISCO,CA94133 		  PC NUCLEAR POLICY RESEARCH AND PROPOSALS 5,000

PORTLAND PEACE INITIATIVE

3138 N VANCOUVER AVENUE
PORTLAND,OR97227 		  PC RESTORATIVE JUSTICE WORKSHOPS IN PORTLAND 15,000

PORTLAND PEACE TEAM

PO BOX 6512
PORTLAND,OR97228 		  PC PEACE TEAM SUPPLIES FOR COMMUNITY EVENTS 5,000

SUSTAINABLE NORTHWEST

233 SW NAITO PARKWAY SUITE 200
PORTLAND,OR97204 		  PC MT HOOD NATIONAL FOREST RESTORATION PROJECT 15,000

THE GOTHAM FILM & MEDIA INSTITUTE

55 WASHINGTON STREET SUITE 324
BROOKLYN,NY11201 		  PC SUPPORT FOR PRODUCTION OF DOCUMENTARY FILM ABOUT THE UNITED NATIONS 5,000

THE NEXT DOOR INC

965 TUCKER ROAD
HOOD RIVER,OR97031 		  PC SUMMER AT-RISK YOUTH EMPLOYMENT PROGRAM 15,000

WAGING NONVIOLENCE

226 PROSPECT PARK WEST SUITE 146
BROOKLYN,NY11215 		  PC REPORTING & ANALYSIS ON RISING SOCIAL MOVEMENTS AGAINST GLOBAL AUTHORITARIANISM 5,000

WATERWATCH OF OREGON

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

WELCOME HOME COALITION

PO BOX 11467
PORTLAND,OR97211 		  PC COMMUNITY PEACEBUILDING GATHERINGS FOR UNHOUSED RESIDENTS 10,000

WIN WITHOUT WAR EDUCATION FUND

1 THOMAS CIRCLE NW SUITE 700
WASHINGTON,DC20005 		  PC PEACE EDUCATION PROGRAM 5,000

WOMEN CROSS DMZ

PO BOX 61042
HONOLULU,HI96839 		  PC BUILDING FOR PEACE: FORGING CONNECTIONS WITH DOMESTIC AND INTERNATIONAL ALLIES 5,000

WOMEN OF COLOR ADVANCING PEACE AND SECURITY

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

WORLD BEYOND WAR

513 E MAIN STREET SUITE 1484
CHARLOTTESVILLE,VA22902 		  PC PROMOTE PEACE EDUCATION AND MILITARY DIVESTMENT STRATEGIES 5,000

WORLD OREGON

1207 SW BROADWAY SUITE 300
PORTLAND,OR97205 		  PC PEACE EDUCATION PROGRAM - PORTLAND AND SALEM 22,940
Total .................................right arrow 3a 377,765
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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         38,068
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 17  
4 Dividends and interest from securities ....     14 445,337  
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 ............ 		    18 348,851  
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 -9,551  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 784,654 38,068
13Total. Add line 12, columns (b), (d), and (e)..................
13
822,722
(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
Form 990-PF (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

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

93-1324016
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
JUBITZ FAMILY FOUNDATION
  		Employer identification number
93-1324016
Part I
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
 
 
 
 

$  


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 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 2024 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 1,146 SL 5.000000000000 0 0 0  
LENVO THANKPAD 2024-10-04 826   SL 5.000000000000 41 0 41  
COMPUTER 2024-12-19 852   SL 5.000000000000 0 0 0  

TY 2024 InvestmentsCorpBondsSchedule
Name:
JUBITZ FAMILY FOUNDATION
EIN:
93-1324016
Name of Bond End of Year Book Value End of Year Fair Market Value
ARTISAN HIGH INCOME FUND ADV CL 669,710 669,710
HARTFORD TOTAL RETURN BOND FUND 1,194,925 1,194,925
NUVEEN CORE IMPACT BD FD 1,176,472 1,176,472

TY 2024 InvestmentsCorpStockSchedule
Name:
JUBITZ FAMILY FOUNDATION
EIN:
93-1324016
Name of Stock End of Year Book Value End of Year Fair Market Value
ABB LTD 11,655 11,655
ABBOTT LABS 131,094 131,094
ABBVIE INC 94,181 94,181
ABERCROMBIE & FITCH CO 2,242 2,242
ACCENTURE PLC 55,583 55,583
ACS ACTIVIDADES CONS-UNS ADR 31 31
ACUITY BRANDS INC 33,011 33,011
ADIDAS AG 4,384 4,384
ADOBE INC 31,128 31,128
ADVANCED DRAIN SYS INC 29,247 29,247
ADVANCED MICRO DEVICES INC 51,094 51,094
ADVANTEST CORP ADR 8,932 8,932
AECOM 63,344 63,344
AEGON LTD 11,574 11,574
AENA SME SA UNSP ADR 7,143 7,143
AIA GROUP LTD 32,077 32,077
AKZO NOBEL N V 22,204 22,204
ALEXANDRIA REAL EST EQTS 1,268 1,268
ALLIANZ SE-UNSP 9,162 9,162
ALPHABET INC CL A COM 140,271 140,271
ALPHABET INC SHS CL C 119,025 119,025
ALTUS PWR INC 9,951 9,951
AMADEUS IT GROUP SA 15,589 15,589
AMAZON COM INC 264,365 264,365
AMERICA MOVIL S A B DE C V 3,434 3,434
AMERICAN ASSETS TR INC 27,836 27,836
AMERICAN EXPRESS CO 31,163 31,163
AMNEAL PHARMACEUTICALS INC 562 562
ANGLOGOLD ASHANTI LTD 3,831 3,831
ANZ GROUP HOLDINGS 28,812 28,812
APPLE INC 471,541 471,541
APPLIED MATLS INC 6,017 6,017
APPLOVIN CORP COM 5,181 5,181
ARCHROCK INC 11,798 11,798
ARISTA NETWORKS INC 9,727 9,727
ARRAY TECHNOLOGIES INC 10,715 10,715
ASE TECHNOLOGY 26,988 26,988
ASML HOLDINGS NV 45,743 45,743
ASTRANZENECA PLC 29,091 29,091
ATLAS COPCO AB 8,654 8,654
AT&T 53,965 53,965
AUO CORP - SPON 6,970 6,970
AUTODESK INC 40,789 40,789
AUTOMATIC DATA PROCESSING 30,151 30,151
AVALONBAY CMNTYS INC 18,477 18,477
AVIVA PLC 5,008 5,008
BADGER METER INC 48,363 48,363
BAKER HUGHES CO 71,457 71,457
BANCO SANTANDER CHILE NEW 11,901 11,901
BANCOLOUMBIA SA SPDS ADR 14,274 14,274
BANK MONTREAL QUE 20,186 20,186
BANK NEW YORK MELLON CORP 69,301 69,301
BANK NOVA SCOTIA HALIFAX 32,823 32,823
BAUSCH HEALTH COMPANIES INC 5,642 5,642
BAYERISCHE MOTOREN WERKE 8,111 8,111
BCE INC 3,199 3,199
BDO UNIBANK INC SPON 1,454 1,454
BEAZER HOMES USA INC 769 769
BERKLEY (THE) GROUP 2,941 2,941
BEST BUY INC 4,204 4,204
BIDVEST GROUP LTD 1,057 1,057
BLACKBERRY LTD SHS 1,376 1,376
BLINK CHARGING CO 129 129
BOLIDEN AB 11,456 11,456
BOOKING HLDGS INC 49,684 49,684
BOSTON SCIENTIFIC CORP 40,283 40,283
BRAMBLES LTD SHS 11,601 11,601
BRANDYWINE RLTY TR 20,468 20,468
BRIDGESTONE CORP 6,444 6,444
BRISTOL-MYERS SQUIBB CO 8,993 8,993
BROADCOM INC 121,020 121,020
BROOKFIELD RENEWABLE 2,074 2,074
BURBERRY GROUP PLC 4,989 4,989
BXP INC 30,116 30,116
CANADIAN IMPERIAL BANK 4,047 4,047
CAPGEMINI S E 11,199 11,199
CARDINAL HEALTH INC 7,333 7,333
CBRE GROUP INC 2,494 2,494
CD PROJEKT SA - UNSP ADR 1,244 1,244
CELESTICA SUB VTG SHS 2,677 2,677
CELLNEX TELECOM SAU-UNSP 8,169 8,169
CHUNGHWA TELECOM CO LTD 14,119 14,119
CHURCH & DWIGHT INC 57,276 57,276
CIE GENERALE DES 1,377 1,377
CIGNA GROUP, THE 31,204 31,204
COCA COLA CO 11,445 11,445
COCA COLA COM 89,032 89,032
COCA-COLA FEMSA SP ADR 3,427 3,427
COCHLEAR LTD-ADR 8,063 8,063
COGNIZANT TECH SOLUTNS 10,382 10,382
COINBASE GLOBAL INC 5,214 5,214
COLGATE PALMOLIVE CO 20,637 20,637
COMMERCE BANCSHARES INC 65 65
COMMERZBANK AG-SPONS ADR 2,750 2,750
COMMONWEALTH BK AUSTRALIA 57,874 57,874
COMPASS GROUP PLC 19,415 19,415
COOPER COS INC 7,998 7,998
COUPANG INC REG SHS CL A 4,264 4,264
COUSINS PROPERTIES INC 84,383 84,383
CREDICORP LTD 21,265 21,265
CVS HEALTH CORP 2,245 2,245
DAIICHI SANKYO CO LTD 8,242 8,242
DAIWA HOUSE IND LTD 54,001 54,001
DANAHER CORP DEL 32,137 32,137
DARLING INGREDIENTS INC 44,167 44,167
DASSAULT SYS S A 13,053 13,053
DECKERS OUTDOORS CORP 9,748 9,748
DEERE & CO 30,083 30,083
DELL TECHNOLOGIES INC 21,550 21,550
DEUTSCHE TELEKOM AG 27,969 27,969
DIAGEO PLC 36,232 36,232
DIGITAL RLTY TR INC 1,596 1,596
DISNEY WALT CO 23,606 23,606
DNB BANK ASA SHS ADR 17,691 17,691
DOORDASH INC REG SHS 5,536 5,536
DOUGLAS EMMETT INC 15,479 15,479
DOXIMITY INC REG SHS 8,115 8,115
DR REDDYS LABS LTD 61,423 61,423
EBAY INC 19,328 19,328
ECOLAB INC 66,078 66,078
EISAI CO LTD 4,179 4,179
ELECTRONIC ARTS INC DEL 2,001 2,001
ELEVANCE HEALTH INC 2,582 2,582
ELI LILLY & CO 111,168 111,168
EMPIRE ST RLTY TR INC 19,433 19,433
ENPHASE ENERGY INC 19,024 19,024
EQUITY COMMONWEALTH BEN INT 455 455
EVGO INC 3,098 3,098
EXPERIAN PLC SP ADR 470 470
FAST RETAILING CO LTD 19,569 19,569
FERARI NV 14,445 14,445
FIFTH THIRD BANCORP 23,254 23,254
FIRST SOLAR INC 25,555 25,555
FISERV INC WISC PV 9,449 9,449
FMC CORP 4,035 4,035
FOMENTO ECONOMICO MEXICANO SA 6,754 6,754
FORD MTR CO 11,929 11,929
FORTESCUE METALS SPON AD 1,645 1,645
FORTINET INC 4,252 4,252
FRANKLIN ELEC INC 29,820 29,820
FRESENIUS SE & CO SPN AD 18,725 18,725
FUJIFILM HLDGS CORP 10,805 10,805
FUJITSU LTD 18,842 18,842
FUTU HOLDINGS LTD 3,760 3,760
GILEAD SCIENCES INC 9,976 9,976
GIVAUDAN SA 21,769 21,769
GMS INC 15,185 15,185
GRANDEUR PEAK EMERGING MKTS 783,670 783,670
GRUPO A SURESTE SPD ADR 9,017 9,017
GRUPO AEROPORTUARIO DEL 1,441 1,441
GRUPO AVAL ACCIONES Y VALORES SPONSORED ADS 4,602 4,602
GRUPO FIN BANORTE SPON ADR 2,311 2,311
GSK PLC SHS ADR 34 34
HANG SENG BK LTD 14,079 14,079
HARTFORD FINL SVCS GROUP INC 92,771 92,771
HDFC BANK LTD 21,074 21,074
HELIOS TECHNOLOGIES INC 22 22
HENKEL AG & CO KGAA 2,376 2,376
HERMES INTERNATIONAL ADR 16,732 16,732
HEWLETT PACKARD ENTERPRISE CO 17,699 17,699
HITACHI LTD 36,848 36,848
HONDA MOTOR ADR NEW 1,884 1,884
HONG KONG EXCHANGES & CLEARING 26,871 26,871
HP INC 2,056 2,056
HSBC HLDGS PLC 30,418 30,418
HUDBAY MINERALS INC 10,117 10,117
ICICI BK LTD 20,245 20,245
INDUSTRIA DE DISENO 17,704 17,704
INFINEON TECHNOLOGIES AG 2,465 2,465
INFOSYS TECHNOLOGIES LTD 52,126 52,126
ING GP NV SPSD ADR 2,962 2,962
INTEL CORP 26,105 26,105
INTERFACE INC 3,458 3,458
INTUIT 25,140 25,140
INTUITIVE SURGICAL INC 7,307 7,307
JOHNSON CONTROLS INTER 1,658 1,658
JOHNSON & JOHNSON 53,076 53,076
JUNIPER NETWORKS INC 19,249 19,249
KASIKORNBANK PUB CO LTD 28,144 28,144
KB FINL GROUP INC 24,296 24,296
KB HOME 50,604 50,604
KBC GROUPE SA SHS 4,088 4,088
KEYCORP NEW 4,971 4,971
KILROY RLTY CORP 31,106 31,106
KONINKLIJKE AHOLD DELHAIZE NV 11,015 11,015
KONINKLIJKE PHILIPS NV 9,065 9,065
KROGER CO 31,615 31,615
KT CORP 13,596 13,596
KUMBA IRON ORE 2,458 2,458
KUBOTA CORP ADR 809 809
LEGRAND SA-UNSP 1,255 1,255
LLOYDS BANKING GROUP PLC 3,030 3,030
LOGITECH INTERNATIONAL 3,376 3,376
LONDON STK EXCHANGE 9,422 9,422
L OREAL CO ADR 18,659 18,659
LOWES COS INC 7,651 7,651
LVMH MOET HENNESSY LOUIS VUITTON 20,257 20,257
LYNAS RARE EARTHS LTD 1,142 1,142
M&T BANK CORPORATION 4,136 4,136
MARVELL TECHNOLOGY GROUP INC 4,418 4,418
MASTERCARD INC 144,807 144,807
MCDONALDS CORP 39,715 39,715
MCKESSON CORP 21,087 21,087
MELCO RESORTS AND ENTERTAINMENT LTD 2,391 2,391
MERCK & CO INC 66,652 66,652
MERITAGE HOMES CORP 68,142 68,142
META PLATFORMS INC 166,285 166,285
METLIFE INC 29,968 29,968
MICROSOFT CORP 455,642 455,642
MITSUBISHI ESTATE ADR 11,420 11,420
MIZUHO FINL GROUP INC 17,922 17,922
MOBILE TELESYSTEMS PJSC 6,385 6,385
MONDELEZ INTERNATIONAL INC 21,324 21,324
MOODYS CORP 47,810 47,810
MORGAN STANLEY 40,482 40,482
MS&AD INS GROUP HLDGS 4,506 4,506
MTN GROUP LTD 4,423 4,423
MUENCHENER RUECK-UNSPON 23,547 23,547
NASDAQ INC 14,457 14,457
NASPERS LTD 19,952 19,952
NATL AUSTRALIA B ADR 1,373 1,373
NESTLE S A 8,987 8,987
NETFLIX COM INC 57,044 57,044
NEXTRACKER INC 24,146 24,146
NIDEC CORPORATION 749 749
NIKE INC 1,740 1,740
NISSAN MOTORS 4,900 4,900
NOKIA CORP 8,878 8,878
NOMURA HLDGS INC 9,403 9,403
NORSK HYDRO AS SPNRD ADR 6,509 6,509
NOVARTIS A G 67,922 67,922
NOVENESIS AS ADR 11,421 11,421
NOVO-NORDISK A S 33,892 33,892
NVIDIA CORP 441,814 441,814
OLYMPUS CORP ADR 5,461 5,461
OMNICOM GROUP INC 23,747 23,747
OMRON CORP 4,396 4,396
OPEN TEXT CORP COM 1,954 1,954
ORACLE CORP 44,826 44,826
ORGANON AND CO REG SHS 1,731 1,731
ORMAT TECHNOLOGIES INC 61,354 61,354
ORKLA A S 13,882 13,882
ORSTED SHS ADR 10,481 10,481
PANASONIC CORP 10,014 10,014
PARAMOUNT GLOBAL CL A 2,498 2,498
PARAMOUNT GROUP INC 20,763 20,763
PAYPAL HOLDINGS INC 20,484 20,484
PEARSON SPONSORED ADR 9,253 9,253
PEPSICO INC 19,160 19,160
PERNOD RICARD SA SPON 4,496 4,496
PFIZER 60,462 60,462
PLDT INC SHS 930 930
PLUG PWR INC 2,535 2,535
PNC FINL SVCS GROUP INC 69,812 69,812
PRECISION DRILLING CORP 13,741 13,741
PROCTOR & GAMBLE CO 19,950 19,950
PROGRESSIVE CRP OHIO 37,379 37,379
PROLOGIS INC 1,797 1,797
PROSUS NV 14,729 14,729
PRUDENTIAL FINL INC 77,282 77,282
PUBLICIS GROUPE SPON ADR 17,828 17,828
QBE INS GROUP LTD 3,294 3,294
QUALCOMM INC 4,916 4,916
RADIUS RECYCLING INC 19,040 19,040
RECKITT BENCKISER PLC 52,648 52,648
RELX PLC 28,115 28,115
RENESAS ELECTRONICS CORP 5,098 5,098
RENAULT SA 3,312 3,312
ROBINHOOD MARKETS INC 3,540 3,540
ROCHE HLDG LTD 10,045 10,045
ROCKET LAB USA INC 3,846 3,846
ROYAL BK CDA MONTREAL QUE 32,658 32,658
S&P GLOBAL INC 74,206 74,206
SALESFORCE COM INC 116,681 116,681
SANDS CHINA LTD 3,851 3,851
SANLAM LTD 25,661 25,661
SANOFI 45,143 45,143
SCHNEIDER ELEC SE 61,057 61,057
SCHWAB CHARLES CORP NEW 14,284 14,284
SEKISUI HOUSE LTD 26,612 26,612
SENDAS DISTRIBUIDORA SA 577 577
SERVICENOW INC 81,629 81,629
SEVEN & I HLDGS CO LTD 9,866 9,866
SHERWIN WILLIAMS CO 112,857 112,857
SHINHAN FINL GRP SP ADR 15,355 15,355
SHISEIDO 2,637 2,637
SHOALS TECHNOLOGY GROUP INC 5,397 5,397
SHOPIFY INC CLA 21,266 21,266
SK TELECOM LTD 9,657 9,657
SL GREEN RLTY CORP 9,645 9,645
SOCIEDAD Q&M CHLE SPDADR 21,561 21,561
SOCIETE GENERALE SPN ADR 904 904
SOFTBANK GROUP CORP ADR 6,398 6,398
SOLAREDGE TECH INC 6,786 6,786
SOMPO HOLDINGS INC 9,069 9,069
SONOVA HLDG AG 715 715
SONY CORP 31,423 31,423
STANTEC INC 17,651 17,651
STARBUCKS CORP 29,018 29,018
STIMICROELECTRONICS NY SH 1,298 1,298
STORA ENSO OYJ SPD ADR 2,520 2,520
STRYKER CORP 14,402 14,402
SUMITOMO MITSUI TR HLDGS 9,071 9,071
SUMITOMO MITSUI-UNSPONS 17,243 17,243
SUN HG KAI PPTY SPSD ADR 7,865 7,865
SUNNOVA ENTERGY INTL INC 864 864
SUNRUN INC 7,224 7,224
SUPER MICRO COMPUTER INC 2,438 2,438
SWIRE PAC LTD SPSD ADR A 13,899 13,899
SWISS RE LTD 27,571 27,571
SYMRISE AG ADR 7,923 7,923
SYNCHRONY FINL COM 7,215 7,215
SYSMEX CORP 3,729 3,729
TAIWAN SEMICONDUCTOR MFG LTD 121,851 121,851
TAKEDA PHARMACEUTICAL CO LTD 2,979 2,979
TARGET CORP 24,332 24,332
TECHNIPFMC PLC 21,039 21,039
TECHTRONIC INDS SPD ADR 10,366 10,366
TELEFONICA BRASIL SA 17,584 17,584
TELEFONICA SA SPAIN ADR 3,952 3,952
TESLA MTRS INC 185,766 185,766
TETRA TECH INC NEW 10,558 10,558
THERMO FISHER SCIENTIFIC CORP 17,688 17,688
THOMPSON REUTERS CORP 24,378 24,378
TIM S A 8,126 8,126
TJX COS INC NEW 20,175 20,175
T-MOBILE US INC SHS 46,353 46,353
TOKIO MARINE HLDGS INC 13,688 13,688
TOKYO ELECTRON LTD 16,759 16,759
TORONTO DOMINION BANK 6,655 6,655
TOYOTA MOTOR CORP ADR 37,171 37,171
TRACTOR SUPPLY CO 8,490 8,490
TPI COMPOSITES INC 1,410 1,410
TRAVELERS COS INC 28,425 28,425
TREASURY WINE ESTATES LTD 5,791 5,791
TRUIST FINL CORP 21,864 21,864
TURKCELL ILETISIM HIZMETLERI S A 12,115 12,115
UBER TECHNOLOGIES INC 33,598 33,598
UBS EMG MKTS EQTY OPP 450,303 450,303
UBS GROUP AG 24,377 24,377
UMICORE SA 12,760 12,760
UNICREDITO SPA ADR 16,024 16,024
UNILEVER PLC 25,628 25,628
UNITED MICROELECTRONICS CORP 17,205 17,205
UNITEDHEALTH GROUP INC 91,561 91,561
UNITED UTILS GROUP ADR 4,657 4,657
UNIVERSAL DISPLAY CORP 5,702 5,702
US BANCORP 36,159 36,159
VALE SA 21,776 21,776
VALEO 2,999 2,999
VERALTO CORP 102 102
VERISK ANALYTICS INC 19,005 19,005
VERTEX PHARMCTLS INC 4,430 4,430
VESTAS WIND SYS A/S UTD KINGDOM 19,080 19,080
VIATRIS INC 5,565 5,565
VINCI SA ADR 2,567 2,567
VISA INC 154,860 154,860
VODACOM GROUP LTD SP 1,619 1,619
VORNADO RLTY TR 23,248 23,248
WABTEC CORP 27,301 27,301
WEATHERFORD INTL PLC REG 2,865 2,865
WEG SA SHS 1,832 1,832
WHEATON PRECIOUS METALS CORP 17,716 17,716
WILLIAMS SONOMA INC 4,074 4,074
WIPRO LTD 47,174 47,174
WOORI FINL GROUP INC 30,344 30,344
WPP PLC 1,902 1,902
W W GRAINGER INCORP 15,811 15,811
WYNN MACAU LTD 1,590 1,590
XYLEM INC 120,545 120,545
ZALANDO SE 5,879 5,879
ZURICH INSURANCE GROUP 11,876 11,876
3I GROUP PLC SHS 17,040 17,040

TY 2024 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 74,701 74,701
PALMER SQUARE SHORT DURATION FMV 952,558 952,558

TY 2024 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  
LENVO THANKPAD 826 41 785  
COMPUTER 852 0 852  


TY 2024 LoansFromOfficersSchedule
Name:
JUBITZ FAMILY FOUNDATION
EIN:
93-1324016

Item No. 1
Lender's Name AL JUBITZ
Lender's Title  
Original Amount of Loan 10000
Balance Due 10000
Date of Note 2024-11
Maturity Date  
Repayment Terms NONE
Interest Rate  
Security Provided by Borrower NONE
Purpose of Loan TO COVER CREDIT CARD PAYMENT.
Description of Lender Consideration NONE
Consideration FMV  


TY 2024 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 58,999 0 38,027 17,392
DUES AND SUBSCRIPTIONS 17,152 0 0 16,903
INVESTMENT EXPENSES PER K-1'S 3,910 3,910 0 0
OREGON CHARITY REGISTRATION FEES 1,831 0 0 1,831
OTHER 369 102 0 407
INSURANCE 1,280 0 0 1,280
POSTAGE AND DELIVERY 627 125 0 501
OFFICE SUPPLIES 676 135 0 541


TY 2024 OtherIncomeSchedule2
Name:
JUBITZ FAMILY FOUNDATION
EIN:
93-1324016
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PEACE POLE REVENUE 38,068   38,068
OTHER INCOME FROM K-1S -9,551 -9,551 0


TY 2024 OtherIncreasesSchedule
Name:
JUBITZ FAMILY FOUNDATION
EIN:
93-1324016
Description Amount
NET UNREALIZED GAIN ON INVESTMENTS 811,626


TY 2024 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 24,176 24,176 0 0
NEPC LLC - INVESTMENT CONSULTING FEES 32,800 32,800 0 0
SYBIL ACKERMAN-MUNSON - CONSULTING SERVICES 65,000 0 0 65,000
MOLLY WALLACE - CONSULTING SERVICES 12,957 0 0 12,957
LARRY STROBER - CONSULTING SERVICES 10,000 0 0 10,000
AYALA PALOMA LLC - GRAPHIC DESIGN 1,160 0 0 1,510
RAY MATSUMIYA - CONSULTING SERVICES 1,200 0 0 1,200
DAVID VINE - CONSULTING SERVICES 5,000 0 0 5,000
THERESA ARIOLA - PEACE WEEK PANEL STIPEND 200 0 0 200
FARIA RASHID - PEACE WEEK PANEL STIPEND 200 0 0 200
DIANA DUARTE - PEACE WEEK PANEL STIPEND 200 0 0 200