efile Public Visual Render
ObjectId: 202111729349100211 - Submission: 2021-06-21
TIN: 93-1324016
Form
990-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. 1545-0052
20
20
Open to Public Inspection
For calendar year 2020, or tax year beginning
01-01-2020
, and ending
12-31-2020
Name of foundation
JUBITZ FAMILY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
221 NW SECOND AVENUE NO 204
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PORTLAND
,
OR
97209
A Employer identification number
93-1324016
B
Telephone number (see instructions)
(503) 274-6255
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
16,030,523
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
1,015,129
2
Check
.............
3
Interest on savings and temporary cash investments
11
11
4
Dividends and interest from securities
...
327,879
327,879
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
974,133
b
Gross sales price for all assets on line 6a
4,191,145
7
Capital gain net income (from Part IV, line 2)
...
974,133
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
5,702
5,402
12
Total.
Add lines 1 through 11
........
2,322,854
1,307,425
13
Compensation of officers, directors, trustees, etc.
58,000
12,600
50,400
14
Other employee salaries and wages
......
225,667
45,133
180,533
15
Pension plans, employee benefits
.......
38,888
7,114
28,454
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
5,128
0
5,128
c
Other professional fees (attach schedule)
....
77,639
56,911
20,728
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
39,205
0
0
19
Depreciation (attach schedule) and depletion
...
229
0
20
Occupancy
..............
27,493
5,499
21,994
21
Travel, conferences, and meetings
.......
9,922
2,063
8,251
22
Printing and publications
..........
1,334
375
1,501
23
Other expenses (attach schedule)
.......
30,084
10,187
19,488
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
513,589
139,882
336,477
25
Contributions, gifts, grants paid
.......
522,173
522,173
26
Total expenses and disbursements.
Add lines 24 and 25
1,035,762
139,882
858,650
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
1,287,092
b
Net investment income
(if negative, enter -0-)
1,167,543
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2020)
Page 2
Form 990-PF (2020)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
325,812
580,929
580,929
3
Accounts receivable
Less: allowance for doubtful accounts
125
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)
.......
8,258,341
10,562,402
10,562,402
c
Investments—corporate bonds (attach schedule)
.......
4,134,134
3,445,555
3,445,555
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
1,336,534
1,441,159
1,441,159
14
Land, buildings, and equipment: basis
1,146
Less: accumulated depreciation (attach schedule)
668
707
478
478
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
14,055,653
16,030,523
16,030,523
17
Accounts payable and accrued expenses
..........
9,692
10,150
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
9,692
10,150
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
14,045,961
16,020,373
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
14,045,961
16,020,373
30
Total liabilities and net assets/fund balances
(see instructions)
.
14,055,653
16,030,523
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
14,045,961
2
Enter amount from Part I, line 27a
.....................
2
1,287,092
3
Other increases not included in line 2 (itemize)
3
687,320
4
Add lines 1, 2, and 3
..........................
4
16,020,373
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, column (b), line 29
.
6
16,020,373
Form
990-PF
(2020)
Page 3
Form 990-PF (2020)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
PUBLICLY TRADED SECURITIES
b
INVESTMENT CAPITAL GAIN PER K-1'S
P
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
4,191,145
3,237,436
953,709
b
20,424
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
953,709
b
20,424
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
974,133
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1
Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved
...........................
2
3
Reserved
...........................
3
4
Reserved
...........................
4
5
Reserved
...........................
5
6
Reserved
...........................
6
7
Reserved
...........................
7
8
Reserved
,..........................
8
Form
990-PF
(2020)
Page 4
Form 990-PF (2020)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Reserved
................................
1
16,229
c
All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
16,229
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
16,229
6
Credits/Payments:
a
2020 estimated tax payments and 2019 overpayment credited to 2020
6a
23,759
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
23,759
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
118
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
7,412
11
Enter the amount of line 10 to be:
Credited to 2021 estimated tax
7,412
Refunded
11
0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for 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:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2020)
Page 5
Form 990-PF (2020)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
WWW.JUBITZ.ORG
14
The books are in care of
THE FOUNDATION
Telephone no.
(503) 274-6255
Located at
221 NW SECOND AVENUE SUITE 204
PORTLAND
OR
ZIP+4
97209
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 2020, did the foundation have an interest in or a signature or other authority over
Yes
No
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
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
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.)
.......
Yes
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
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2020?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2020?
.............
Yes
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2020 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2020.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
4b
No
Form
990-PF
(2020)
Page 6
Form 990-PF (2020)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
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?
.....
Yes
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
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
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?
.....................
Yes
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?
Yes
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?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
M ALBIN JUBITZ JR
PRESIDENT
10.00
0
0
0
221 NW SECOND AVENUE SUITE 204
PORTLAND
,
OR
97209
ELIZABETH JUBITZ SAYLER
VICE PRESIDENT
2.00
1,000
0
0
221 NW SECOND AVENUE SUITE 204
PORTLAND
,
OR
97209
SARAH C JUBITZ
TREASURER
2.00
1,000
0
0
221 NW SECOND AVENUE SUITE 204
PORTLAND
,
OR
97209
KATHERINE H JUBITZ
SECRETARY
2.00
1,000
0
0
221 NW SECOND AVENUE SUITE 204
PORTLAND
,
OR
97209
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
PATRICK HILLER
EXEC DIR, WAR PREVEN
40.00
92,000
8,759
0
221 NW SECOND AVENUE SUITE 204
PORTLAND
,
OR
97209
KELSEY COOLIDGE
DIRECTOR, WAR PREVEN
40.00
57,000
2,280
0
221 NW SECOND AVENUE SUITE 204
PORTLAND
,
OR
97209
KRISTIN HENDERSON
PROJECT MANAGER
40.00
50,000
3,663
0
221 NW SECOND AVENUE SUITE 204
PORTLAND
,
OR
97209
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2020)
Page 7
Form 990-PF (2020)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
US TRUST OPERATIONS
INVESTMENT MANAGEMENT FEES
56,911
PO BOX 830269
DALLAS
,
TX
75283
SYBIL AKERMAN-MUNSON
ADMINISTRATIVE
55,000
221 NW SECOND AVENUE SUITE 204
PORTLAND
,
OR
97209
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
SEE STATEMENT 15
254,750
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2020)
Page 8
Form 990-PF (2020)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
13,792,095
b
Average of monthly cash balances
.......................
1b
414,730
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
14,206,825
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
14,206,825
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
213,102
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
13,993,723
6
Minimum investment return.
Enter 5% of line 5
..................
6
699,686
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
699,686
2a
Tax on investment income for 2020 from Part VI, line 5
......
2a
16,229
b
Income tax for 2020. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
16,229
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
683,457
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
683,457
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
683,457
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
858,650
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
858,650
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
858,650
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2020)
Page 9
Form 990-PF (2020)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2019
(c)
2019
(d)
2020
1
Distributable amount for 2020 from Part XI, line 7
683,457
2
Undistributed income, if any, as of the end of 2020:
a
Enter amount for 2019 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2020:
a
From 2015
......
307,770
b
From 2016
......
93,450
c
From 2017
......
48,508
d
From 2018
......
31,283
e
From 2019
......
82,490
f
Total
of lines 3a through e
........
563,501
4
Qualifying distributions for 2020 from Part
XII, line 4:
$
858,650
a
Applied to 2019, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2020 distributable amount
.....
683,457
e
Remaining amount distributed out of corpus
175,193
5
Excess distributions carryover applied to 2020.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
738,694
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2019. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2021. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2015 not
applied on line 5 or line 7 (see instructions)
...
307,770
9
Excess distributions carryover to 2021.
Subtract lines 7 and 8 from line 6a
......
430,924
10
Analysis of line 9:
a
Excess from 2016
....
93,450
b
Excess from 2017
....
48,508
c
Excess from 2018
....
31,283
d
Excess from 2019
....
82,490
e
Excess from 2020
....
175,193
Form
990-PF
(2020)
Page 10
Form 990-PF (2020)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2020, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2020
(b)
2019
(c)
2018
(d)
2017
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List 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
b
List 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.
2
Information 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, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
M ALBIN JUBITZ JR
211 NW SECOND AVENUE SUITE 204
PORTLAND
,
OR
97209
(503) 274-6255
b
The form in which applications should be submitted and information and materials they should include:
I. LETTER OF INQUIRY ("LOI")- APPLICANTS MUST FIRST COMPLETE AN LOI THAT PROVIDES A SUMMARY OF THE GRANT REQUEST. THE LOI FORM CAN BE FOUND ON THE THE FOUNDATION'S WEBSITE. II. SITE VISIT- UPON APPROVAL OF AN LOI, A SITE VISIT WILL BE SCHEDULED. FOLLOWING THE SITE VISIT, THE APPLICANTS WILL BE NOTIFIED AS TO WHETHER THEY SHOULD SUBMIT A GRANT APPLICATION. III. GRANT APPLICATION- THE APPLICATION FORM CAN BE FOUND ON THE FOUNDATION'S WEBSITE AND REQUIRES THE FOLLOWING INFORMATION: A DETAILED PROGRAM BUDGET WITH ALL SOURCES OF INCOME; ANTICIPATED OUTCOMES OF THE PROJECT/PROGRAM AND HOW THEY WILL BE MEASURED AND EVALUATED; (SEE PAGE 31 FOR CONTINUATION) A LIST OF THE BOARD OF DIRECTORS; A LIST OF CURRENT MAJOR DONORS; A COPY OF THE ORGANIZATION'S IRS DETERMINATION LETTER; AND THE ORGANIZATION'S MOST CURRENT FINANCIAL STATEMENTS AND 990.
c
Any submission deadlines:
GRANT REQUESTS MUST BE RECEIVED THREE MONTHS AHEAD OF THE APRIL 1 AND OCTOBER 1 GRANT DEADLINES.
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
EARLY CHILDHOOD DEVELOPMENT AND YOUTH EDUCATION, WITH AN EMPHASIS ON CHILDREN AT-RISK. ENVIRONMENTAL STEWARDSHIP, WITH AN EMPHASIS ON RIVERS AND THEIR WATERSHED ECOSYSTEMS. PEACEMAKING ACTIVITIES, WITH AN EMPHASIS ON TEACHING PEACE AND CONFLICT RESOLUTION.
Form
990-PF
(2020)
Page 11
Form 990-PF (2020)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
ADVOCATES FOR THE WEST
3701 SE MILWAUKIE AVENUE SUITE B
PORTLAND
,
OR
97202
PC
PROTECTING FRESHWATER HABITAT & NATIVE SPECIES
10,000
ALLIANCE FOR GLOBAL JUSTICE CORP WORLD BEYOND WAR
225 W 26TH STREET 1
TUSCON
,
AZ
85713
PC
FISCAL SPONSOR FOR WORLD BEYOND WAR
2,500
AUDUBON SOCIETY OF PORTLAND
5151 NW CORNELL ROAD
PORTLAND
,
OR
97210
PC
PROTECTING THE PORTLAND'S URBAN WATERWAYS
10,000
BARK
PO BOX 12065
PORTLAND
,
OR
97212
PC
FREE MT HOOD CAMPAIGN
10,000
BEYOND THE BOMB
1835 7TH STREET NW SUITE 105
WASHINGTON
,
DC
20001
PC
FUTUREFIRST CAMPAIGN
5,000
BEYOND TOXICS
120 SHELTON MCMURPHY BLVD SUITE 280
EUGENE
,
OR
97401
PC
THE RESILIENT FOREST PROJECT
10,000
CASCADIA WILDLANDS PROJECT
PO BOX 10455
EUGENE
,
OR
97440
PC
GENERAL OPERATING SUPPORT
10,000
COAST RANGE ASSOCIATION
PO BOX 2250
CORVALLIS
,
OR
97339
PC
GENERAL OPERATING SUPPORT
10,000
COLUMBIA LAND TRUST
850 OFFICERS ROW
VANCOUVER
,
WA
98661
PC
GENERAL OPERATING SUPPORT
5,000
COLUMBIA RIVERKEEPER
407 PORTWAY AVENUE 301
HOOD RIVER
,
OR
97031
PC
SNAKE RIVER DAM REMOVAL PROJECT
10,000
CRAG LAW CENTER
3141 E BURNSIDE STREET
PORTLAND
,
OR
97214
PC
PROTECTING HABITAT FOR OREGON COAST COHO SALMON
10,000
EPIPHANY SCHOOL
154 CENTRE STREET
DORCHESTER
,
MA
02124
PC
GENERAL OPERATING SUPPORT
5,000
EVERY WOMAN TREATY
3135 KENNEDY BLVD SUITE 191
NORTH BERGEN
,
NJ
07047
PC
TO ADVANCE WOMEN'S MOVEMENT
10,000
FCNL EDUCATION FUND
245 2ND STREET NE SUITE 5795
WASHINGTON
,
DC
20002
PC
DISMANTLING RACISM GRANT
10,000
FIELDS OF PEACE
3355 OTTER CREST LOOP
DEPOT BAY
,
OR
97341
PC
PUBLICATION OF "A FIELD GUIDE TO PEACE"
2,610
FOUNDATION FOR NATIONAL PROGRESS
222 SUTTER STREET NO 600
SAN FRANCISCO
,
CA
94108
PC
REPORTING ON NATIONAL SECURITY & DEFENDING DEMOCRACY
7,500
GLOBAL ZERO
1342 FLORIDA AVENUE NW
WASHINGTON
,
DC
20009
PC
CENTRE FOR FEMINIST FOREIGN POLICY
12,500
HELLS CANYON PRES COUNCIL
PO BOX 2768
LA GRANDE
,
OR
97850
PC
WILD CONNECTIONS PROJECT
10,000
INKSTICK MEDIA
6935 CARDOZO STREET
NEW MARKET
,
MD
21774
PC
"A BIG BET" GRANT
10,000
JOAN KROC INSTITUTE FOR PEACE AND JUSTICE
1901 NORTH FORT MYER DRIVE NO 405
ARLINGTON
,
VA
22209
PC
AMPLIFYING WOMEN PEACEBUILDERS
7,500
KING BAUDOUIN FOUNDATION US
10 ROCKEFELLAR PLAZA 16TH FLOOR
NEW YORK
,
NY
10020
PC
INSTITUTE FOR INTEGRATED TRANSITIONS
5,000
KLAMATH SISKIYOU WILDLANDS CENTER
PO BOX 102
ASHLAND
,
OR
97520
PC
PLACE-BASED ADVOCACY FOR SW OR FORESTS, WATERS & WILDLIFE
10,000
LAWYERS COMMITTEE ON NUCLEAR POLICY
220 EAST 49TH STREET ROOM 1B
NEW YORK
,
NY
10017
PC
CREATING A SAFER WORLD FREE OF NUCLEAR ARMS
5,000
LLOYD ECODISTRICT
2203 LLYOD CENTER
PORTLAND
,
OR
97232
PC
POLLINATOR PEACE PARK SCHEMATIC DESIGN PHASE
5,000
NIMIIPUU PROTECTING THE ENVIRONMENT
PO BOX 452
LAPWAI
,
ID
83540
PC
NIMIIPUU PROTECTING THE ENVIRONMENT PROGRAMS
25,000
NONVIOLENT PEACEFORCE
PO BOX 14386
ST PAUL
,
MN
55114
PC
GENERAL OPERATIONS GRANT
5,000
OREGON ENVIRONMENTAL COUNCIL
222 NW DAVIS STREET SUITE 309
PORTLAND
,
OR
97209
PC
WATER JUSTICE & NATURAL INFRASTRUCTURE ADVOCACY
10,000
OREGON NATURAL DESERT ASSOCIATION
50 SW BOND STREET SUITE 4
BEND
,
OR
97702
PC
PROTECT & RESTORE FRESHWATER HABITATS IN EASTERN OREGON
10,000
OREGON PEACE INSTITUTE
760 LAKESHORE ROAD
LAKE OSWEGO
,
OR
97034
PC
PEACEVOICE
7,500
OREGON PHYSICIANS FOR SOCIAL RESP
1020 SW TAYLOR STREET SUITE 275
PORTLAND
,
OR
97205
PC
BUILDING A GRASSROOTS MOVEMENT FOR NUCLEAR JUSTICE
5,000
OREGON WILD
5825 N GREELEY AVENUE
PORTLAND
,
OR
97217
PC
PROTECT OREGON'S FORESTS & FRESHWATER HABITATS
10,000
OUTWARD BOUND CENTER FOR PEACEBUILDING
2946 NORTHERN BLVD
LONG ISLAND CITY
,
NY
11101
PC
PEACE EDUCATION AND TRAINING
5,000
PACIFIC RIVERS COUNCIL
1001 SE WATER AVENUE
PORTLAND
,
OR
97214
PC
SNAKE RIVER SALMON RESTORATION
10,000
PAX CHRISTI FUND FOR PEACE
415 MICHIGAN AVENUE NE BOX 16
WASHINGTON
,
DC
20017
PC
DON'T BANK ON THE BOMB
7,500
PEACE ACTION EDUCATION FUND
PO BOX 8637
SILVER SPRING
,
MD
20907
PC
NATURAL SECURITY NOT ENDLESS WAR
5,000
PEACE DIRECT
641 S STREET NW
WASHINGTON
,
DC
20001
PC
GENERAL OPERATING SUPPORT
7,500
PLOUGHSHARES FUND
315 BAY STREET 4TH FLOOR
SAN FRANCISCO
,
CA
94133
PC
WOMEN'S INITIATIVE
15,000
ROTARIAN ACTION GROUP FOR PEACE
221 NW SECOND AVENUE SUITE 204
PORTLAND
,
OR
97209
PC
GENERAL OPERATING SUPPORT
97,063
SAVE OUR WILD SALMON COALITION
811 1ST AVENUE SUITE 305
SEATTLE
,
WA
98104
PC
OUTREACH, EDUCATION & ADVOCACY FOR SALMON RECOVERY
5,000
SMART
101 SW MARKET STREET
PORTLAND
,
OR
97201
PC
GENERAL OPERATING SUPPORT
5,000
SPEARFISH FOUNDATION PUBLIC ED
PO BOX 1351
SPEARFISH
,
SD
57783
PC
GENERAL OPERATING SUPPORT
10,000
SUSTAINABLE NORTHWEST
1130 SW MORRISON STREET SUITE 510
PORTLAND
,
OR
97205
PC
REVITALIZING THE KLAMATH BASIN
25,000
THE NEXT DOOR INC
965 TUCKER ROAD
HOOD RIVER
,
OR
97031
PC
GENERAL OPERATING SUPPORT
10,000
VERDE
6899 NE COLUMBIA BLVD SUITE A
PORTLAND
,
OR
97218
PC
WATER JUSTICE
5,000
WAGING NONVIOLENCE
226 PROSPECT PARK WEST SUITE 146
BROOKLYN
,
NY
11215
PC
GROWING PLATFORM FOR MOVEMENT MEDIA
5,000
WATERWATCH OF OREGON
213 SW ASH STREET SUITE 208
PORTLAND
,
OR
97204
PC
HEALTHY FREE FLOWING RIVERS FOR OREGON
10,000
WESTERN ENVIRONMENTAL LAW CENTER
120 SHELTON MCMURPHY BLVD SUITE 340
EUGENE
,
OR
97401
PC
DEFENDING THE PACIFIC NORTHWEST'S ICONIC FORESTS
10,000
WILD SALMON CENTER
721 NW 9TH AVENUE SUITE 300
PORTLAND
,
OR
97209
PC
OREGON FORESTRY REFORM
10,000
WILLAMETTE RIVERKEEPER
1515 SE WATER AVENUE SUITE 102
PORTLAND
,
OR
97214
PC
HEALTH OF THE WILLAMETTE RIVER PROGRAM
10,000
WIN WITHOUT WAR CENTER FOR INTL POLICY
1 THOMAS CIRCLE NW SUITE 700
WASHINGTON
,
DC
20005
PC
CONFRONTING MILITARISM EDUCATION
5,000
Total
.................................
3a
522,173
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2020)
Page 12
Form 990-PF (2020)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
11
4
Dividends and interest from securities
....
14
327,879
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
974,133
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
PEACE POLE REVENUE
300
b
OTHER INCOME REPORTED ON K-1
01
5,402
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
1,307,425
300
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
1,307,725
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
11A
PEACE POLE SALES.
Form
990-PF
(2020)
Page 13
Form 990-PF (2020)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
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.
2021-06-21
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
GARY MCGEE
Preparer's Signature
Date
Check if self-
employed
PTIN
P00743279
Firm's name
GARY MCGEE & CO LLP
Firm's EIN
Firm's address
1000 SW BROADWAY SUITE 1200
PORTLAND
,
OR
97205
Phone no.
(503) 222-2515
Form
990-PF
(2020)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description