Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
PORTLAND
State or province
OR
Country  
ZIP or foreign postal code
97221
A Employer identification number

93-1324016
B Telephone number (see instructions)

5032920046
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$17,383,649J 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) 101,579
2 Check .................
3 Interest on savings and temporary cash investments 11 11  
4 Dividends and interest from securities... 421,650 421,650  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 289,231
b Gross sales price for all assets on line 6a 6,131,842
7 Capital gain net income (from Part IV, line 2)... 289,231
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
82,454 -6,464 84,918
12 Total. Add lines 1 through 11........ 894,925 704,428 84,918
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 94,000 14,600 0 78,307
14 Other employee salaries and wages...... 358,890 0 0 358,440
15 Pension plans, employee benefits....... 96,322 2,586 0 96,850
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
6,619 0 0 6,619
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,075 0 0 6,075
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
76,546 58,264 0 17,957
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
335 0 335
20 Occupancy.............. 5,511 1,102 0 4,409
21 Travel, conferences, and meetings....... 48,501 9,825 0 39,299
22 Printing and publications.......... 211 42 0 169
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
124,112 6,955 84,583 33,281
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 817,122 93,374 84,918 641,406
25 Contributions, gifts, grants paid....... 453,500 448,500
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,270,622 93,374 84,918 1,089,906
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -375,697
b Net investment income (if negative, enter -0-) 611,054
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 13,208 97 97
2 Savings and temporary cash investments......... 790,413 778,911 778,911
3 Accounts receivable 4,769
Less: allowance for doubtful accounts   7,677 4,769 4,769
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
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)....... 11,070,773 Click to see attachment
List of Attached Documents:
// Content
11,716,873 		11,716,873
c Investments—corporate bonds (attach schedule)....... 3,041,107 Click to see attachment
List of Attached Documents:
// Content
3,806,683 		3,806,683
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,027,259 Click to see attachment
List of Attached Documents:
// Content
1,074,014 		1,074,014
14 Land, buildings, and equipment: basis 3,824
Less: accumulated depreciation (attach schedule) 1,522 1,637 Click to see attachment
List of Attached Documents:
// Content
2,302 		2,302
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 15,952,074 17,383,649 17,383,649
Liabilities 17 Accounts payable and accrued expenses.......... 17,794 15,217
18 Grants payable.................   5,000
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 10,000  
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 27,794 20,217
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 15,924,280 17,363,432
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
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)..... 15,924,280 17,363,432
30 Total liabilities and net assets/fund balances (see instructions). 15,952,074 17,383,649
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
15,924,280
2
Enter amount from Part I, line 27a .....................
2
-375,697
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
1,814,849
4
Add lines 1, 2, and 3 ..........................
4
17,363,432
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
17,363,432
Form 990-PF (2025)
Form 990-PF (2025)
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 P    
b INVESTMENT CAPITAL GAIN PER K-1 P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 6,131,842   5,854,395 277,447
b       11,784
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       277,447
b       11,784
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 2 289,231
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 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 8,494
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 8,494
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 8,494
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 15,738
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 15,738
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....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 7,244
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax7,244 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
OR
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 2025 or the taxable year beginning in 2025? 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 addressWWW.JUBITZ.ORG
14
The books are in care ofTHE FOUNDATION Telephone no. (503) 292-0046

Located at5505 SW HEWETT BLVDPORTLANDOR ZIP+497221
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
M ALBIN JUBITZ JR PRESIDENT
10.00 		0 0 0
5505 SW HEWETT BLVD
PORTLAND,OR97221
ELIZABETH JUBITZ SAYLER VICE PRESIDENT
2.00 		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/CO-DIR ENVIROMENTAL GRANTS
15.00 		19,000 3,728 0
5505 SW HEWETT BLVD
PORTLAND,OR97221
LAUREN FORMAN EXECUTIVE DIRECTOR
20.00 		73,000 12,933 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 		114,450 19,185 0
5505 SW HEWETT BLVD
PORTLAND,OR97221
RAY MATSUMIYA DIR. OF ROTARY ENGAG
40.00 		94,500 12,971 0
5505 SW HEWETT BLVD
PORTLAND,OR97221
KELSEY COOLIDGE DIRECTOR, WAR PREVEN
40.00 		99,225 3,969 0
5505 SW HEWETT BLVD
PORTLAND,OR97221
ADAM ZIKRI RESEARCHER, WAR PREV
40.00 		50,715 3,829 0
5505 SW HEWETT BLVD
PORTLAND,OR97221
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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 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. 346,990
2 PEACE - TO SUPPORT PEACE BUILDING ACTIVITIES IN ALL SECTORS OF SOCIETY, WITH AN EMPHASIS ON PROVIDING VIABLE ALTERNATIVES TO WAR AND VIOLENCE. 98,980
3 ENVIRONMENT - TO PROTECT AND RESTORE NATURAL FOREST AND FRESHWATER HABITATS THROUGHOUT OREGON FOR THIS AND FUTURE GENERATIONS. 47,030
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
15,920,926
b
Average of monthly cash balances.......................
1b
645,449
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
16,566,375
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
16,566,375
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
248,496
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
16,317,879
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
815,894
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
815,894
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
8,494
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,494
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
807,400
4
Recoveries of amounts treated as qualifying distributions................
4
4,000
5
Add lines 3 and 4............................
5
811,400
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
811,400
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, line 26, column (d) ..........
1a
1,089,906
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
1,089,906
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 811,400
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021...... 517,019
c From 2022...... 204,035
d From 2023......  
e From 2024...... 150,619
f Total of lines 3a through e ........ 871,673
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,089,906
a Applied to 2024, 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 2025 distributable amount..... 811,400
e Remaining amount distributed out of corpus 278,506
5 Excess distributions carryover applied to 2025. 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 1,150,179
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		1,150,179
10 Analysis of line 9:
a Excess from 2021 .... 517,019
b Excess from 2022 .... 204,035
c Excess from 2023 ....  
d Excess from 2024 .... 150,619
e Excess from 2025 .... 278,506
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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 		    GENERAL OPERATING SUPPORT 5,000

BARK

PO BOX 12065
PORTLAND,OR97212 		    WILDFIRE ADAPTATION ON MT HOOD 35,000

CASCADIA WILD

5431 NE 20TH AVENUE
PORTLAND,OR97211 		    WOLVERINE TRACKING PROJECT 7,500

CENTER FOR INTERNATIONAL POLICY

1050 CONNECTICUT AVENUE NW
WASHINGTON,DC20036 		    GENERAL OPERATING SUPPORT 10,000

CITIES OF PEACE INC

633 RIDGEDATE ROAD
DAYTON,OH45406 		    GENERAL OPERATING SUPPORT 5,000

CLACKAMAS RIVER BASIN COUNCIL

5427 GLEN ECHO AVENUE
GLADSTONE,OR97027 		    ENGAGE DIVERSE COMMUNITY PARTNERSHIPS 5,000

COLUMBIA INSIGHT

PO BOX 1021
HOOD RIVER,OR97031 		    ENVIRONMENTAL JOURNALISM SERIES 12,500

COLUMBIA LAND TRUST

850 OFFICERS ROW
VANCOUVER,WA98661 		    INDIAN CREEK TRAIL - FUELS REDUCTION 22,500

COLUMBIA RIVERKEEPER

407 PORTWAY AVENUE 301
HOOD RIVER,OR97031 		    HABITAT RESTORATION & ED / PEACEBUILDING 30,000

CRAG LAW CENTER

3141 E BURNSIDE STREET
PORTLAND,OR97214 		    LEGAL SUPPORT TO PROTECT MT HOOD 10,000

CURE VIOLENCE GLOBAL

227 W MONROE STREET SUITE 1025
CHICAGO,IL60606 		    GEN. OP. SUPPORT & CIVIC ENGAGE PROJECT W/ CURE:PDX 35,000

EAST COUNTY RESOLUTIONS

PO BOX 226
GRESHAM,OR97030 		    GENERAL OPERATING SUPPORT 6,000

ECOCHALLENGEORG

107 SE WASHINGTON STREET SUITE 251
PORTLAND,OR97214 		    EDUCATIONAL CONTENT EXPANSION 15,000

HOMESHARE OREGON

PO BOX 18222
PORTLAND,OR97218 		    GENERAL OPERATING SUPPORT 5,000

HOOD RIVER CRAG RATS

PO BOX 1159
HOOD RIVER,OR97031 		    NEW OPERATIONS EQUIPMENT 2,500

HOOD RIVER FOREST COLLABORATIVE

3007 EXPERIMENT STATION DRIVE
HOOD RIVER,OR97031 		    PUBLIC ENGAGEMENT EVENTS 6,000

HOOD RIVER WATERSHED GROUP

1230 WASCO STREET
HOOD RIVER,OR97031 		    WATERSHED RESTORATION & COMM. ENGAGE. 30,000

HUMBOLDT AREA COMMUNITY FOUNDATION

363 INDIANOLA ROAD
INDIANOLA,CA95524 		    KLAMATH RIVER FUND 10,000

INKSTICK MEDIA

6935 CARDOZO STREET
NEW MARKET,MD21774 		    GENERAL OPERATING SUPPORT 10,000

OREGON AGRICULTURAL TRUST

1050 SUNNYVIEW ROAD NE 7359
SALEM,OR97303 		    PARKDALE INVESTMENT ZONE 6,500

OREGON PEACE INSTITUTE

760 LAKESHORE ROAD
LAKE OSWEGO,OR97034 		    PEACEVOICE 7,500

OREGON WILD

5825 N GREELEY AVENUE
PORTLAND,OR97217 		    PROTECTING MT HOOD 15,000

OSU FOUNDATION

4238 SW RESEARCH WAY
CORVALLIS,OR97333 		    GIFT FOR THE HARMS OF WAR DATA LAB 10,000

PATHWAYS TO PEACE

122 DEMONT AVENUE EAST SUITE 173
ST PAUL,MN55117 		    GENERAL OPERATING SUPPORT 5,000

PEACE ACTION EDUCATION FUND

8630 FENTON STREET
SILVER SPRINGS,MD20910 		    "PEACE WORKS" 7,500

PEACE LITERACY INSTITUTE

922 NW CIRCLE BLVD UNIT 160-174
CORVALLIS,OR97330 		    GENERAL OPERATING SUPPORT 5,000

PHYSICIANS FOR SOCIAL RESPONSIBILITY

4110 SE HAWTHORNE BLVD SUITE 758
PORTLAND,OR97214 		    BACK FROM THE BRINK CAMPAIGN 7,500

PLOUGHSHARES FUND

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

PORTLAND PEACE INITIATIVE

3138 N VANCOUVER AVENUE
PORTLAND,OR97227 		    GENERAL OPERATING SUPPORT 10,000

RETHINK MEDIA

2039 KALA BAGAI WAY SUITE 401
BERKLEY,CA94704 		    GENERAL OPERATING SUPPORT 10,000

RIOS TO RIVERS

1072 MACLAY DRIVE
EUGENE,OR97404 		    COLUMBIA RIVER BASIN PADDLE TRIBAL WATERS PROGRAM 10,000

ROTARY PEACE FELLOWSHIP ALUMNI ASSOC

C/O KATHY DOHERTY 106 BAGPIPE WAY
CONROE,TX77384 		    MICROGRANT FOR RPFAA BOARD RETREAT 1,000

STANFORD LAW SCHOOL

559 NATHAN ABBOTT WAY
STANFORD,CA943058610 		    HARMS OF WAR DATA LAB 10,000

SUSTAINABLE NORTHWEST

233 SW NATIO PARKWAY SUITE 200
PORTLAND,OR97204 		    REGENERATIVE RANCHING PROGRAM 7,500

THRIVE HOOD RIVER

PO BOX 1544
HOOD RIVER,OR97031 		    FILM ABOUT MT HOOD'S NORTH FACE 5,000

UPLIFT LOCAL GORGE NEWS SERVICE

PO BOX 1166
FOREST GROVE,OR97116 		    GORGE NEWS SERVICE DOCUMENTERS PROGRAM 5,000

VANCOUVER AVE FIRST BAPTIST CHURCH

3138 N VANCOUVER AVENUE
PORTLAND,OR97227 		    YOUTH PEACE BUILDERS PROGRAM 5,000

WAGING NONVIOLENCE

226 PROSPECT PARK WEST SUITE 146
BROOKLYN,NY11215 		    PEACEMAKING MEDIA 5,000

WATERWATCH OF OREGON

213 SW ASH STREET SUITE 208
PORTLAND,OR97204 		    PROTECTING & RESTORING MT HOOD RIVERS 10,000

WELCOME HOME COALITION

PO BOX 11467
PORTLAND,OR97211 		    GENERAL OPERATING SUPPORT 15,000

WIN WITHOUT WAR EDUCATION FUND

1 THOMAS CIRCLE NW SUITE 700
WASHINGTON,DC20005 		    GENERAL OPERATING SUPPORT 10,000

WOMEN CROSS DMZ

PO BOX 61042
HONOLULU,HI96839 		    GENERAL OPERATING SUPPORT 10,000

WORLD BEYOND WAR

513 E MAIN STREET SUITE 1484
CHARLOTTESVILLE,VA22902 		    GENERAL OPERATING SUPPORT 9,000
Total ................................. 3a 453,500
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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         84,918
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 11  
4 Dividends and interest from securities ....     14 421,650  
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 ............ 		    18 289,231  
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 -12,096  
bMISC INCOME FROM SECURITIES LITIGATION AND SETTLEMENT     14 5,632  
cRETURN OF PRIOR YEAR GRANT     01 4,000  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 708,428 84,918
13Total. Add line 12, columns (b), (d), and (e)..................
13
793,346
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
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

Attach to Form 990, 990-EZ, or 990-PF.
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 ......... $  
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. 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

$ 101,579


(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
1
 PUBLICLY TRADED SECURITIES $ 101,579 2025-07-25
(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 2025 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 5,342 0 0 5,342
LAURA A. BROWER - ACCOUNTING SERVICES 733 0 0 733

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

TY 2025 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  
LENOVO THINKPAD 2024-10-04 826 41 SL 5.000000000000 165 0 165  
COMPUTER 2024-12-19 852   SL 5.000000000000 170 0 170  
COMPUTER 2025-12-18 1,000   SL 5.000000000000 0 0 0  

TY 2025 InvestmentsCorpBondsSchedule
Name:
JUBITZ FAMILY FOUNDATION
EIN:
93-1324016
Name of Bond End of Year Book Value End of Year Fair Market Value
HARTFORD TOTAL RETURN BN ETF 1,619,564 1,619,564
NUVEEN CORE IMPACT BD FD CL R6 1,510,050 1,510,050
ARTISAN HIGH INCOME FUND ADV CL 677,069 677,069

TY 2025 InvestmentsCorpStockSchedule
Name:
JUBITZ FAMILY FOUNDATION
EIN:
93-1324016
Name of Stock End of Year Book Value End of Year Fair Market Value
3I GROUP PLC SHS 14,723 14,723
ABB LTD SPON ADR 56,661 56,661
ABBOTT LABS 127,044 127,044
ABBVIE INC SHS 124,984 124,984
ACCENTURE PLC SHS 42,391 42,391
ACS ACTIVIDADES CONS-UNS 59 59
ACUITY INC 19,442 19,442
ADOBE INC 27,299 27,299
ADVANCED DRAIN SYS INC 29,980 29,980
ADVANTEST CORP ADR 19,833 19,833
ADVNCD MICRO D INC 71,958 71,958
AECOM 49,953 49,953
AEGON LTD 185 185
AENA SME SA UNSP ADR 6,583 6,583
AEON COMPANY LTD ADR 5,783 5,783
AIA GROUP LTD 42,917 42,917
AJINOMOTO CO LTD ADR 1,302 1,302
AKZO NOBEL N V 13,820 13,820
ALLIANZ SE - UNSP 15,640 15,640
ALPHABET INC SHS CL A 220,039 220,039
ALPHABET INC SHS CL C 175,414 175,414
AMAZON COM INC COM 279,754 279,754
AMER EXPRESS COMPANY 70,660 70,660
AMERICA MOVIL SAB DE CV 4,961 4,961
AMERICAN ASSETS TR INC 29,720 29,720
AMNEAL PHARMACEUTICALS 895 895
ANGLOGOLD ASHANTI LTD 14,156 14,156
ANZ GROUP HOLDINGS LTD- 29,282 29,282
APPLE INC 467,055 467,055
APPLIED MATERIAL INC 15,676 15,676
APPLOVIN CORP COM 8,086 8,086
ARISTA NETWORKS INC REG 16,248 16,248
ARRAY TECHNOLOGIES INC 12,170 12,170
ASE TECHNOLOGY HOLDING CO ADR 30,397 30,397
ASICS CORP -UNSP ADR 4,589 4,589
ASM INTERNATIONAL-NY REG 8,448 8,448
ASML HLDG NV NY REG SHS 65,261 65,261
ASTRAZENECA PLC SPND ADR 35,853 35,853
AT&T INC 9,812 9,812
ATLAS COPCO A ADR NEW 10,244 10,244
AUO CORP - SPON 6,098 6,098
AUTODESK INC DEL PV$0.01 57,130 57,130
AVIVA PLC 54,029 54,029
BADGER METER INCORP 45,347 45,347
BAKER HUGHES CO 70,632 70,632
BANCO BILBAO VIZCAYA 4,895 4,895
BANCO SANTANDER CHIL ADR 19,630 19,630
BANK NEW YORK MELLON 104,713 104,713
BANK OF MONTREAL COM 8,177 8,177
BANK OF NOVA SCOTIA 34,708 34,708
BAUSCH HEALTH COMPANIES 2,578 2,578
BAYERISCHE MOTOREN WERKE 1,637 1,637
BDO UNIBANK INC-SPON 1,311 1,311
BEIERSDORF AG SHS 43,251 43,251
BERKELEY (THE) GROUP 29,866 29,866
BLINK CHARGING CO 62 62
BNP PARIBAS SPONSORD ADR 13,082 13,082
BOC HONG KONG HLDGS ADR 17,079 17,079
BOLIDEN AB SHS 19,710 19,710
BOOKING HLDGS INC 69,619 69,619
BOSTON SCIENTIFIC CORP 9,821 9,821
BRAMBLES LTD SHS ADR 14,786 14,786
BROADCOM INC 178,241 178,241
BXP INC 47,168 47,168
CANADIAN IMPERIAL BANK 28,270 28,270
CAPGEMINI SE SHS ADR 13,320 13,320
CAPITAL ONE FINL 22,297 22,297
CARDINAL HEALTH INC OHIO 13,974 13,974
CBRE GROUP INC 7,396 7,396
CD PROJEKT SA - UNSP ADR 1,809 1,809
CELESTICA INC 9,755 9,755
CELLNEX TELECOM SAU-UNSP 385 385
CHUGAI PHARMA CO ADR 5,201 5,201
CHUNGHWA TELECOM CO LTD 8,759 8,759
CHURCH&DWIGHT CO INC 94,415 94,415
CIE GENERALE DES ETABLISSEMENTS MICHELIN 4,347 4,347
CIENA CORP 5,379 5,379
CIGNA GROUP/THE 20,092 20,092
COCA COLA COM 50,894 50,894
COCA COLA FEMSA SP ADR 5,683 5,683
COCA-COLA EURO PACIFIC PARTNERS PLC SHS 24,126 24,126
COCHLEAR LTD-ADR 4,667 4,667
COMCAST CORP NEW CL A 10,820 10,820
COMFORT SYSTEMS USA INC 3,733 3,733
COMMERZBANK AG-SPONS ADR 8,430 8,430
COMMONWEALTH BK AUS-SP 36,426 36,426
COMPASS GROUP PLC SHS 18,490 18,490
COOPER COS INC 14,835 14,835
COUSINS PROPERTIES INC 71,488 71,488
CREDICORP LTD COM PV $5 21,238 21,238
CSL LTD SHS ADR 2,419 2,419
CVS HEALTH CORP 6,031 6,031
DAIFUKU CO LTD - UNSP 4,283 4,283
DAIICHI LIFE GROUP INC 6,868 6,868
DAIICHI SANKYO CO LTD 5,671 5,671
DANAHER CORP DEL COM 6,410 6,410
DANONE-SPONS ADR 3,698 3,698
DARLING INGREDIENTS INC 14,832 14,832
DASSAULT SYS SA SPN ADR 14,798 14,798
DBS GROUP HLDGS SPN ADR 3,337 3,337
DEERE CO 26,537 26,537
DELL TECHNOLOGIES INC 32,603 32,603
DEUTSCHE BK AG REG SHS 7,635 7,635
DEUTSCHE TELE AG SPN ADR 25,506 25,506
DIAGEO PLC SPSD ADR NEW 9,662 9,662
DNB BANK ASA SHS ADR 15,429 15,429
DOORDASH INC REG SHS 9,059 9,059
DOUGLAS EMMETT INC 9,166 9,166
DOXIMITY INC REG SHS 1,550 1,550
DR ING HC F PORSCHE AG 1,426 1,426
DR REDDY'S LAB LTD ADR 51,372 51,372
E.ON SE ADR 22,236 22,236
EBAY INC COM 18,727 18,727
ECOLAB INC 47,516 47,516
EISAI CO LTD 2,421 2,421
ELECTRONIC ARTS INC DEL 4,087 4,087
ELEVANCE HEALTH INC 2,454 2,454
ELI LILLY & CO 144,007 144,007
EMPIRE ST RLTY TR INC 12,277 12,277
ENERGY VAULT HLDGS INC 14,526 14,526
ENPHASE ENERGY INC 19,518 19,518
EQUINIX INC 13,025 13,025
EUROBANK ERGASIAS 2,084 2,084
EVERSOURCE ENERGY COM 31,443 31,443
EVGO INC 2,226 2,226
EXPEDIA GROUP INC 13,882 13,882
EXPRO GROUP HOLDINGS NV 6,204 6,204
FANUC LTD-UNSP 10,358 10,358
FAST RETAILING CO LTD 21,358 21,358
FERRARI NV 7,761 7,761
FERROVIAL SE REGISTERED 20,934 20,934
FIFTH THIRD BANCORP 129,196 129,196
FIRST SOLAR INC 14,629 14,629
FOMENTO ECNMCO MEX SPADR 19,911 19,911
FRESENIUS SE& CO-SPN ADR 46,143 46,143
FUJITSU LTD NEW ADR 37,292 37,292
FUTU HOLDINGS LTD SHS 2,135 2,135
GALLAGHER ARTHUR J & CO 11,128 11,128
GARTNER INC 5,298 5,298
GE VERNOVA INC 55,553 55,553
GILEAD SCIENCES INC COM 15,343 15,343
GIVAUDAN SA UNSP ADR 11,859 11,859
GRUPO A SURESTE SPD ADR 7,115 7,115
GRUPO AEROPORTUARIO DEL 2,284 2,284
GRUPO AVAL ACCIONES Y VALORES SPONSORED ADS 567 567
GRUPO CIBEST SA 28,815 28,815
GRUPO FIN BANORTE-SPON 3,342 3,342
HANG SENG BK LTD SPN ADR 22,758 22,758
HARTFORD INSURANCE GROUP 129,808 129,808
HASBRO INC COM 4,428 4,428
HDFC BANK LTD ADR 24,116 24,116
HELIOS TECHNOLOGIES INC 27 27
HERMES INTERNATIONAL-ADR 7,440 7,440
HEWLETT PACKARD 28,992 28,992
HITACHI LTD 10 NEW ADR 38,938 38,938
HONDA MOTOR ADR NEW 5,660 5,660
HONG KONG EXCHANGES AND CLEARING LTD SHS 37,318 37,318
HOWMET AEROSPACE INC 11,891 11,891
HSBC HLDG PLC SP ADR 33,277 33,277
HUDBAY MINERALS INC 9,806 9,806
ICICI BANK LTD SPD ADR 3,367 3,367
INC SERIES SER -A- CL A 11,240 11,240
INDUSTRIA DE DISENO 10,626 10,626
INFINEON TECHS AG SPDADR 3,342 3,342
INFOSYS TECH LTD ADR 37,208 37,208
ING GP NV SPSD ADR 10,668 10,668
INTEL CORP 38,524 38,524
INTERFACE INC 9,018 9,018
INTUIT INC COM 38,420 38,420
INTUITIVE SURGICAL INC 4,531 4,531
JBG SMITH PROPERTIES REG 12,775 12,775
JOHNSON AND JOHNSON COM 143,002 143,002
JOHNSON CONTROLS INTER 25,983 25,983
KASIKORNBANK PCL-UNSPON 36,180 36,180
KB FINL GROUP INC SPN AD 27,619 27,619
KB HOME 23,015 23,015
KBC GROUPE SA SHS 6,914 6,914
KDDI CORP SHS 9,475 9,475
KERING S A 4,572 4,572
KEURIG DR PEPPER INC 3,053 3,053
KILROY REALTY CORP 29,485 29,485
KINGSPAN GROUP PLC-UNSP 16,481 16,481
KONINKL PHIL NV SH NEW 7,826 7,826
KROGER CO 20,493 20,493
KT CORP ADR 16,618 16,618
KUBOTA CORP ADR 980 980
KUMBA IRON ORE ADR 3,042 3,042
L OREAL CO ADR 22,697 22,697
LAM RESH CORP 8,730 8,730
LAS VEGAS SANDS CORP 3,645 3,645
LASERTEC CORP - 1,899 1,899
LEGRAND SA-UNSP 5,634 5,634
LLOYDS BANKING GROUP PLC 5,904 5,904
LOGITECH INTERNATIONAL 5,813 5,813
LONDON STK EX GRP 11,494 11,494
LUCID GROUP INC REG SHS 4,027 4,027
LUMENTUM HOLDINGS INC 4,423 4,423
LVMH MOET HENNESSY ADR 19,605 19,605
LYNAS RARE EARTHS LTD 2,390 2,390
MAGNUM (THE) ICE CREAM 1,303 1,303
MARVELL TECH INC 13,427 13,427
MASTERCARD INC 171,835 171,835
MCDONALDS CORP COM 29,952 29,952
MCKESSON CORPORATION COM 94,333 94,333
MEDTRONIC PLC SHS 23,631 23,631
MERCK AND CO INC SHS 17,578 17,578
MERITAGE HOMES CORP 66,261 66,261
META PLATFORMS INC 180,205 180,205
METLIFE INC COM 61,968 61,968
MICRON TECHNOLOGY INC 5,423 5,423
MICROSOFT CORP 458,955 458,955
MICROVAST HLDGS INC 1,884 1,884
MINERAL RESOURCES LTD 3,844 3,844
MITSUBISHI ESTATE ADR 12,662 12,662
MIZUHO FINL GROUP INC 32,428 32,428
MOBILE TELESYSTEMS 6,386 6,386
MONDELEZ INTERNATIONAL 34,882 34,882
MONGODB INC CL A 839 839
MOODY'S CORP 60,280 60,280
MORGAN STANLEY 86,635 86,635
MS&AD INS GROUP HLDGS 4,850 4,850
MTN GROUP LTD-SPONS ADR 9,354 9,354
NASDAQ OMX GRP INC 50,508 50,508
NASPERS LTD SHS CL N ADR 17,024 17,024
NATL AUSTRALIA B ADR 11,143 11,143
NESTLE S A REP RG SH ADR 10,866 10,866
NEWELL BRANDS INC 4,006 4,006
NEWMONT CORPORATION 11,583 11,583
NEXTPOWER INC CLASS A 28,833 28,833
NINTENDO LTD ADR 9,239 9,239
NISSAN MTR LTD SPN ADR 3,966 3,966
NOKIA CORP SPON ADR 16,822 16,822
NOMURA HLDGS INC ADR 13,625 13,625
NOMURA RESH INST LTD ADR 4,645 4,645
NOVARTIS ADR 32,399 32,399
NOVENESIS A/S ADR 22,776 22,776
NOVO NORDISK A S ADR 19,029 19,029
NU HOLDINGS LTD REG SHS 2,026 2,026
NVIDIA 634,473 634,473
OLYMPUS CORP SHS ADR 7,032 7,032
OMNICOM GROUP COM 53,134 53,134
OMRON CORP SP ADR 3,303 3,303
ORACLE CORP $0.01 DEL 47,948 47,948
ORKLA AS A SHS ADR 17,986 17,986
ORMAT TECH INC 37,449 37,449
ORSTED SHS ADR 7,088 7,088
PALO ALTO NETWORKS INC 14,552 14,552
PANASONIC HLDGS CORP 10,727 10,727
PARAMOUNT SKYDANCE CORP 2,291 2,291
PAYPAL HOLDINGS INC SHS 14,011 14,011
PEARSON SPONSORED ADR 8,059 8,059
PEPSICO INC 25,834 25,834
PFIZER INC 74,775 74,775
PIRAEUS FINL HOLDINGS 15,319 15,319
PLUG PWR INC. 6,103 6,103
PRECISION DRILLING CORP 13,585 13,585
PROLOGIS INC 32,553 32,553
PROSUS N V 21,321 21,321
PRYSMIAN S.P.A. SHS 7,337 7,337
PUBLICIS GROUPE SPON ADR 8,385 8,385
QBE INS GROUP LTD 3,695 3,695
QUANTA SERVICES INC 11,396 11,396
RECKITT BENCKISER GROUP 46,714 46,714
RECRUIT HOLDINGS CO.LTD. 9,450 9,450
RELX PLC 17,946 17,946
RENESAS ELECTRONICS CORP 9,126 9,126
RENEW ENERGY GLOBAL PLC- 24,770 24,770
RESTAURANT BRANDS INTL 2,729 2,729
ROBINHOOD MARKETS, INC 5,881 5,881
ROCHE HLDG LTD SPN ADR 14,852 14,852
ROCKET LAB CORP REG SHS 6,278 6,278
ROSS STORES INC COM 14,771 14,771
ROYAL BANK CANADA PV$1 46,203 46,203
ROYAL GOLD INC COM 14,449 14,449
S&P GLOBAL INC 92,498 92,498
SALESFORCE INC 118,945 118,945
SANDOZ GROUP AG 33,913 33,913
SANDS CHINA LTD UNSP ADR 13,953 13,953
SANLAM LTD SP ADR 28,059 28,059
SANOFI ADR 8,335 8,335
SCHNEIDER ELEC SE ADR 42,025 42,025
SCHWAB CHARLES CORP NEW 8,293 8,293
SEKISUI HSE LD SPONS ADR 6,629 6,629
SENDAS DISTRIBUIDORA SA- 869 869
SERVICENOW INC 62,042 62,042
SEVERN TRENT PLC SHS ADR 7,050 7,050
SHERWIN WILLIAMS 103,690 103,690
SHINHAN FINL GRP SP ADR 26,815 26,815
SHIONOGI AND CO LTD SHS 2,945 2,945
SHOALS TECHNOLOGIES 6,554 6,554
SHOPIFY INC CL A 22,536 22,536
SIEMENS AG ADR 40,586 40,586
SIG GROUP AG SHS UNSPON 7,605 7,605
SIKA AG-BR-ADR 16,753 16,753
SINGAPORE TELECOMM LT AD 6,055 6,055
SK TELECOM CO LTD 25,006 25,006
SL GREEN RLTY CORP 4,266 4,266
SOCIEDAD Q&M CHLE SPDADR 14,173 14,173
SOCIETE GENERAL SPN ADR 18,169 18,169
SOFTBANK GROUP CORP 14,855 14,855
SOLAREDGE TECHNOLOGIES 8,136 8,136
SOMPO HOLDINGS, INC 7,271 7,271
SONOVA HOLD AG UNSPOND 52 52
SONY GROUP CORP 24,960 24,960
SPOTIFY TECH S.A. REG 7,549 7,549
STANTEC INC 2,831 2,831
STARBUCKS CORP 29,642 29,642
STD CHARTERED- UNSP 2,770 2,770
STELLANTIS NV 6,948 6,948
STMICROELECTRONICS NY SH 1,349 1,349
STRATEGY INC CL A 760 760
SUMITOMO ELEC INDS ADR 13,400 13,400
SUMITOMO METAL MINING CO 2,282 2,282
SUMITOMO MITSUI TR GROUP 11,850 11,850
SUMITOMO MITSUI-UNSPONS 14,382 14,382
SUN HG KAI PPTY SPSD ADR 20,347 20,347
SUNRUN INC SHS 14,370 14,370
SUPER MICRO COMPUTER INC 2,342 2,342
SUZUKI MOTOR CORP SHS 1,656 1,656
SWIRE PAC LTD SPSD ADR A 19,473 19,473
SWISS RE AG SHS ADR 30,125 30,125
SWISSCOM AG ADR 1,456 1,456
SYNOPSYS INC 6,106 6,106
TAIWAN S MANUFCTRING ADR 159,846 159,846
TAKEDA PHARMACEUTICAL 8,777 8,777
TARGET CORP COM 27,761 27,761
TDK CORP AMERN DEP SHR 2,030 2,030
TECHTRONIC INDS SPD ADR 9,098 9,098
TECK RESOURCES LTD CLS B 2,059 2,059
TELEFONICA BRASIL SA SHS 27,622 27,622
TELEFONICA SA SPAIN ADR 3,981 3,981
TEMENOS AG SPON ADR 3,201 3,201
TESCO PLC 11,316 11,316
TESLA INC 204,173 204,173
TETRA TECH INC NEW 12,712 12,712
THERMO FISHER SCIENTIFIC 12,168 12,168
THOMSON REUTERS CORP REG 20,047 20,047
TIM SA SHS ADR 13,440 13,440
TJX COS INC NEW 7,988 7,988
TOKIO MARINE HOLDINGS 16,715 16,715
TOKYO ELECTRON LTD SHS 19,109 19,109
TORONTO DOMINION BANK 38,245 38,245
TOYOTA MOTOR CORP ADR 39,387 39,387
TRAVELERS COS INC 15,663 15,663
TREASURY WINE ESTATES 228 228
TRUIST FINL CORP 46,700 46,700
TURKCELL ILETISIM ADR 10,180 10,180
TUTOR PERINI CORP 6,300 6,300
UBER TECHNOLOGIES INC 35,544 35,544
UBS EMG MKTS EQTY OPP;P 730,473 730,473
UBS GROUP AG NAMEN-AKT 24,591 24,591
UCB UNSPOND ADR 8,945 8,945
UMICORE SA SHS 9,153 9,153
UNICREDITO SPA ADR 20,569 20,569
UNILEVER PLC 23,893 23,893
UNITED MICROELECT SP ADR 13,975 13,975
UNITED UTILS GROUP ADR 3,926 3,926
UNITEDHEALTH GROUP INC 53,478 53,478
VALE SA 24,262 24,262
VALEO SE SPONSORED ADR 4,324 4,324
VERIZON COMMUNICATNS COM 74,210 74,210
VESTAS WIND SYTS AS ADR 22,493 22,493
VINCI SA ADR 3,520 3,520
VISA INC CL A SHRS 117,488 117,488
VORNADO REALTY TRUST COM 26,424 26,424
WABTEC 20,705 20,705
WEATHERFORD INTL PLC REG 802 802
WEG SA SHS 1,781 1,781
WHEATON PRECIOUS METALS 51,239 51,239
WILLIAMS SONOMA INC 4,822 4,822
WIPRO LIMITED SPON ADR 37,846 37,846
WOLTERS KLUWR NV SPN ADR 5,385 5,385
WOORI FINL GROUP INC. 41,388 41,388
WSTN DIGITAL CORP DEL 4,134 4,134
WYNN MACAU LTD SHS 1,757 1,757
XYLEM INC SHS 113,983 113,983
ZURICH INSURANCE GROUP 15,212 15,212

TY 2025 InvestmentsOtherSchedule2
Name:
JUBITZ FAMILY FOUNDATION
EIN:
93-1324016
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
PALMER SQUARE ULTRA-SHORT DURATION INVT FMV 1,002,385 1,002,385
ECOTRUST FORESTS LLC FMV 71,629 71,629

TY 2025 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  
LENOVO THINKPAD 826 206 620  
COMPUTER 852 170 682  
COMPUTER 1,000 0 1,000  


TY 2025 LegalFeesSchedule
Name:
JUBITZ FAMILY FOUNDATION
EIN:
93-1324016
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SUSSMAN SHANK LLP - LEGAL SERVICES 6,619 0 0 6,619


TY 2025 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 92,670 0 84,583 8,823
DUES AND SUBSCRIPTIONS 14,136 0 0 14,525
INVESTMENT EXPENSES PER K-1'S 6,652 6,652 0 0
OREGON CHARITY REGISTRATION FEES 1,892 0 0 1,892
OTHER 5,486 0 0 5,486
INSURANCE 1,762 0 0 1,344
POSTAGE AND DELIVERY 360 72 0 288
OFFICE SUPPLIES 1,154 231 0 923


TY 2025 OtherIncomeSchedule2
Name:
JUBITZ FAMILY FOUNDATION
EIN:
93-1324016
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PEACE POLE REVENUE 84,918   84,918
OTHER INCOME FROM K-1S -12,096 -12,096 0
MISC INCOME FROM SECURITIES LITIGATION AND SETTLEMENT 5,632 5,632 0
RETURN OF PRIOR YEAR GRANT 4,000   0


TY 2025 OtherIncreasesSchedule
Name:
JUBITZ FAMILY FOUNDATION
EIN:
93-1324016
Description Amount
NET UNREALIZED GAIN ON INVESTMENTS 1,814,849


TY 2025 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 24,439 24,439 0 0
NEPC LLC - INVESTMENT CONSULTING FEES 33,825 33,825 0 0
MOLLY WALLACE - CONSULTING SERVICES 8,307 0 0 8,307
LARRY STROBER - CONSULTING SERVICES 5,000 0 0 5,000
AYALA PALOMA LLC - GRAPHIC DESIGN 975 0 0 650
DAVID VINE - CONSULTING SERVICES 4,000 0 0 4,000