2024-11-11T10:29:31-06:00 2023-12-31 562382653 NORTHWEST CPA GROUP PLLC 1333 COLUMBIA PARK TRAIL STE 120 RICHLAND WA 99352 990PF 2023-01-01 911693752 JUBILEE FOUNDATION JUBI 5095465999 3713 EAST A STREET PASCO WA 99301 RALPH BROETJE VICE PRESIDENT 5095465999 2024-11-06 1 1 ALISON C GEBERS P00423745 5097351300 2024-11-06 2023 2024-10-15 13:58:12Z X 179690325 X 15766 1254371 1254371 1818103 1818103 1674627 1674627 278465 1740766 19138792 1740766 92135 0 6595768 6487867 0 0 0 692487 228005 390769 158346 49447 107777 385 0 385 12616 1262 11354 319357 312790 6567 376531 160915 118024 1202409 521669 16094 5240 10854 5295 4491 804 842138 426395 557801 3625658 1710214 1204335 600000 600000 4225658 1710214 1804335 2370110 4777653 2354721 2305929 2305929 12487507 12585348 12585348 83606733 102496459 102496459 28906518 30117048 30117048 2304000 2227500 2227500 36328014 7718207 28928115 28609807 28609807 1500000 1348234 1348234 160087594 179690325 179690325 51425 51075 51425 51075 X 160036169 179639250 160036169 179639250 160087594 179690325 160036169 2370110 17384737 179791016 151766 179639250 SALE OF PUBLICLY TRADED SECURITIES 2022-07-01 2023-12-31 16662270 16010851 651419 651419 SALE OF PUBLICLY TRADED SECURITIES 2023-07-01 2023-12-31 1958978 1374985 583993 583993 CAPITAL GAIN DISTRIBUTIONS LT 2022-07-01 2023-12-31 502042 502042 502042 CAPITAL GAIN DISTRIBUTIONS ST 2023-07-01 2023-12-31 15502 15502 15502 DISPOSAL OF CAPITALIZED ASSETS P 2021-12-31 2023-12-31 12190 -12190 -12190 1740766 66409 0 66409 0 66409 180670 0 0 0 180670 X 0 114261 114261 0 0 0 0 0 0 0 0 0 0 0 0 1 WA 1 0 0 0 0 1 WWW.BROETJEFAMILYTRUST.ORG SHELLY BROETJE 5095465999 3713 EAST A STREET PASCO WA 99301 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 RALPH BROETJE 3713 EAST A STREET PASCO WA 99301 TREASURER 2.00 0 0 0 CHERYL BROETJE 3713 EAST A STREET PASCO WA 99301 PRESIDENT 2.00 0 0 0 CALLIE SIMS 3713 EAST A STREET PASCO WA 99301 VICE PRESIDENT/SECRETARY 2.00 0 0 0 SUZANNE BROETJE 3713 EAST A STREET PASCO WA 99301 CHAIR 5.00 0 0 0 ROGER BAIRSTOW 3713 EAST A STREET PASCO WA 99301 BOARD MEMBER 2.00 0 0 0 SHAUN BROETJE 3713 EAST A STREET PASCO WA 99301 BOARD MEMBER 2.00 0 0 0 TYLER BROETJE 3713 EAST A STREET PASCO WA 99301 BOARD MEMBER 2.00 0 0 0 OMAR ESCALERA 3713 EAST A STREET PASCO WA 99301 BOARD MEMBER 2.00 0 0 0 SARAHI BRAVO GONZALEZ 3713 EAST A STREET PASCO WA 99301 PROPERTY MANAGER 40.00 54983 7261 0 MARTIN MARTINEZ 3713 EAST A STREET PASCO WA 99301 COMMUNITY RELATIONS 40.00 52543 8306 0 GUSTAVO GARCIA-ARELLANO 3713 EAST A STREET PASCO WA 99301 MAINTENANCE MANAGER 40.00 50373 7246 0 0 OLIN HOMES LLC 9912 SILVERBRIGHT DR PASCO WA 99301 CONSTRUCTION 394441 ELITE CONSTRUCTION 5804 ROAD 90 SUITE A PASCO WA 99301 CONSTRUCTION 340097 US BANK WEALTH MANAGEMENT 1325 FOWLER ST SUITE 107 RICHLAND WA 99352 INVESTMENT MANAGEMENT AND TRUST SERVICES 307609 0 THE ORGANIZATION PROVIDES TIERRA VIDA MULTI-FAMILY HOUSING TO LOW-INCOME INDIVIDUALS AND FAMILIES. IN ADDITION TO THE AFFORDABLE HOUSING PROGRAM, THE ORGANIZATION ALSO PROVIDES YOUTH PROGRAMMING, COMMUNITY LEADERSHIP DEVELOPMENT, AND LAY COUNSELING SERVICES TO RESIDENTS WITHIN THE MULTI-FAMILY HOUSING AND COMMUNITY MEMBERS WITHIN THE TIERRA VIDA DEVELOPMENT. 1577623 THE NEIGHBORHOOD AND COMMUNITY OUTREACH PROGRAM SEEKS TO BRING THE PEOPLE IN THE COMMUNITY A SENSE OF SAFETY, BELONGING, TOGETHERNESS AND AGENCY. COMMUNITY OUTREACH SEEKS TO ENGAGE THOSE LIVING IN THE TIERRA VIDA COMMUNITY UNDER THE BELIEF THAT EVERYONE SHOULD BE KNOWN AND LOVED. STAFF IN OUR COMMUNITIES WALK ALONGSIDE THOSE WHO MAY BE AT RISK OF BEING LOST, FORGOTTEN OR PUSHED ASIDE. IN OUR APPROACH TO DO 'WITH NOT 'FOR', WE SEEK TO EQUIP INDIVIDUALS AND FAMILIES WITH THE CAPACITY TO MOVE PAST THEIR CHALLENGES AND ENGAGE THE WORLD. OVERALL, OUR HOPE IS THAT THROUGH WALKING WITH THOSE WHO ARE ALIENATED THAT JUBILEE FOUNDATION CAN NURTURE A CULTURE WITHIN COMMUNITIES THAT ENHANCES THE LEVEL OF INTERACTION AND CARE THAT WE HAVE FOR EACH OTHER. 756974 SUMMER PROGRAMS PROVIDE SUMMER EXPERIENCES FOR CHILDREN OF THE TIERRA VIA COMMUNITY AND LOW-INCOME FAMILIES FROM JUBILEE'S MULTI-FAMILY HOUSING. PROGRAMMING FOCUSES ON OFFERING AT-RISK CHILDREN OPPORTUNITIES TO BE EXPOSED TO ENRICHMENT PROGRAMMING. 86860 THE ORGANIZATION PROVIDES THE FACILITIES FOR THE CENTER FOR SHARING, A TAX-EXEMPT CHRISTIAN-BASED ORGANIZATION IN PASCO, WASHINGTON THAT PROVIDES PROGRAMS EMPHASIZING SERVANT-LEADERSHIP TRAINING AND SERVICE WORK TO COMMUNITIES AROUND THE WORLD AND A WORK-READINESS PROGRAM. THE ORGANIZATION ALSO PROVIDES THE USE OF FACILITIES FOR VISTA HERMOSA FOUNDATION, A TAX-EXEMPT ORGANIZATION BASED IN PASCO, WASHINGTON THAT OPERATES A PRIVATE, CHRISTIAN SCHOOL FOR GRADES K-8 AND PROVIDES SCHOLARSHIPS, MENTORING, AND SUPPORT TO STUDENTS IN THE EASTERN WASHINGTON REGION INTERESTED IN PURSUING HIGHER EDUCATION. 790073 0 125117585 12509559 2244000 139871144 0 0 139871144 2098067 137773077 6888654 6888654 66409 66409 6822245 12990 6835235 0 6835235 1804335 0 897091 2701426 6835235 0 0 290864 290864 2701426 0 0 0 2701426 0 290864 290864 0 0 0 0 0 3842945 0 0 0 RALPH BROETJE CHERYL BROETJE SUZANNE BROETJE ROGER BAIRSTOW SHAUN BROETJE TYLER BROETJE SUSAN DOBKINS 3713 EAST A STREET PASCO WA 99301 5095465999 THE REQUEST SHOULD CONTAIN INFORMATION REQUESTED BY THE FOUNDATION AND DEEMED PERTINENT BY THE APPLICANT. THERE ARE CURRENTLY FIVE GRANT CYCLES PER YEAR, WITH SUBMISSION DEADLINES OF 2/1, 4/1, 8/1 AND 10/1. FUNDS WILL ONLY BE USED FOR THE PURPOSES ALLOWED BY THE IRS AND OTHER GOVERNMENT AGENCIES RELATED TO THE GRANTS FROM PRIVATE FOUNDATIONS. IN PARTICULAR, NO FUNDS WILL BE USED FOR LOBBYING PURPOSES OR AID IN THE ELECTION OF PUBLIC OFFICIALS. PASCO SCHOOL DISTRICT 1215 W LEWIS STREET PASCO WA 99301 GOV DONATION FOR LAKE VIEW EARLY LEARNING CENTER CAPITAL PROJECT 600000 600000 0 OTHER COMMUNITY PROGRAMS 92135 14 1254371 14 1818103 278465 18 1740766 0 4813240 370600 5183840 1A FEES RELATED TO SUMMER AND OTHER PROGRAMS PROVIDED TO THE TIERRA VIDA COMMUNITY AND LOW-INCOME FAMILIES FROM JUBILEE'S MULTI-FAMILY HOUSING. PROGRAMMING FOCUSES ON OFFERING AT-RISK CHILDREN OPPORTUNITIES TO BE EXPOSED TO ENRICHMENT PROGRAMMING. 5B THE RENTAL ACTIVITY CONSISTS OF RENTAL REVENUE FROM LOW-INCOME HOUSING TENANTS AT THE TIERRA VIDA HOUSING COMPLEX. 0 0 0 0 0 0 0 0 0 0 X X 1 BROETJE ORCHARDS LLC 7106 W SUNSET DR BURBANK WA 99323 15766 X 1 LAND 15766 2023-01-01 ACCOUNTING EXPENSE 12616 1262 11354 RAISING VOICES PLOT 16 TUFNELL DRIVE KAMWOKYA PO BOX 6770 KAMPALA UG 2021-10-01 318000 SASA CURRICULUM IMPLEMENTATION IN MEXICO 99800 TO THE BEST OF OUR KNOWLEDGE, THERE HAS BEEN NO DIVERSION. 3/30/23, 4/28/23, 10/16/23 THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE. SHIVI DEVELOPMENT SOCIETY 96-97 3RD FLOOR POCKET 13 SECTOR 20 ROHINI NEW DELHI DELHI IN 110086 2022-10-01 175000 PROMOTING PEACE AND GENDER JUSTICE IN BUNDI 85000 TO THE BEST OF OUR KNOWLEDGE, THERE HAS BEEN NO DIVERSION. 5/3/23, 8/23/3 THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE. SHARED-X PO BOX 10008 WILLOW HOUSE GRAND CAYMAN CAYMAN ISLANDS CJ 2022-01-25 1500000 DIRECT EQUITY PROGRAM RELATED INVESTMENT - START-UP TO BRING JUSTICE TO THE FARMING INDUSTRY, ADDRESSING GLOBAL FOOD SHORTAGES IN DEVELOPING COUNTRIES WHILE PRIORTIZING SMALL FAMERS WHO ARE STRUGGELING TO SURVIVE IN A MODERN ECONOMY DOMINATED BY LAGE-SCALE PLAYERS. SHARED-X HAS A MISSION TO ADDRESS POVERTY ALLEVIATION AND FOOD SECURITY THROUGH REGENERATIVE AGRICULTURE AND BIOTECHNOLOGY TO THE MARGINALIZED. TO THE BEST OF OUR KNOWLEDGE, THERE HAS BEEN NO DIVERSION. MARCH 2023 AND OCTOBER 2024 THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE INVESTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE. INICIATIVAS PARA EL DESARROLLO DE UNA ECONOMA ALTERNATIVA Y SOLIDARIA AC IGNACIO ALDAMA 108 COLONIA NACIONAL SANTA LUCA DEL CAMINO OAXACA MX 71228 2021-08-01 135000 SCHOOL FOR THE COMMON GOOD 45000 TO THE BEST OF OUR KNOWLEDGE, THERE HAS BEEN NO DIVERSION. 2/21/23, 5/10/23, 8/25/23, 12/30/23 THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE. UBS BROKERAGE FIXED INCOME 103513 103513 US BANK FIXED INCOME 28764035 28764035 US BANK IMPACT FIXED INCOME 1249500 1249500 UBS BROKERAGE EQUITIES 381151 381151 US BANK EQUITIES 90800375 90800375 US BANK IMPACT EQUITY FUNDS 11298890 11298890 TIEDEMANN MUTUAL FUNDS 43 43 HIREQUEST 16000 16000 LAND - CFS BLDG 165129 0 165129 165129 CENTER FOR SHARING BLDG 1263997 758399 505598 505598 CFS - LID (LOCAL IMPROVEMENT DISTRICT) 36598 18300 18298 18298 TIERRA VIDA MULTI-FAMILY COMPLEX 12645696 5100432 7545264 7545264 FITNESS EQUIPMENT 62110 62110 0 352 WHITE CHAIRS W/ CART 10704 10704 0 36 TABLES 60'' W/ CART 4725 4725 0 PLAY LAND LIGHT - TIERRA VIDA 4626 4626 0 LAND FOR MULTI-FAMILY PROPERTY 360000 0 360000 360000 TIERRA VIDA MULTI-FAMILY PHASE 2 6641339 865646 5775693 5775693 LAND, LOT 2, TIERRA VIDA COMMERCIAL PHASE ONE 300000 0 300000 300000 CONSTRUCTION IN PROGRESS 573631 0 573631 573631 STOVE (COLLEGIUM CAFE) 2892 1988 904 904 DATA RELOCATION AND ADDITIONAL CABLE (APARTMENTS) 3476 2433 1043 1043 FILTER RACK AND MODIFICATION OF SA 5-TON ZONE SYSTEM 4483 379 4104 4104 PORT ETHERNET AND POWER SUPPLY 2753 1699 1054 1054 LAWN MOWER 9120 4712 4408 4408 SERVER - POWEREDGE R7515 8966 4258 4708 4708 SANDWICH/SALAD PREP TABLE/FRIDGE - CAFE 4045 1373 2672 2672 NATORI LHASA SUNSET 12 X 15 RUG 12119 5151 6968 6968 NATORI LHASA SUNSET 8' RUG 4333 1842 2491 2491 ICE MACHINE HOSHIZAKI KM-231BAJ - LEO 3338 1419 1919 1919 FURNITURE 563482 171057 392425 392425 LAND TIERRA VIDA MULTI-FAMILY COMPLEX 765000 0 765000 765000 BUILDING - LEO 9129215 536438 8592777 8592777 WEBSITE 9000 9000 0 HEAT PUMP - COLLEGIUM 6787 283 6504 6504 HEAT PUMP FOR F104 7338 278 7060 7060 DELL XPS 15" LAPTOP 16GB RAM, 512 GB 3128 939 2189 2189 SET OF 1 TABLE & 3 BENCHES WITH UMBRELLA HOL 8189 1755 6434 6434 SET OF 1 TABLE & 4 BENCHES WITH UMBRELLA HOL 9793 3797 5996 5996 TRIO BENCH 6 FT W/ ANCHOR KIT 3418 732 2686 2686 TRIO BENCH 6 FT W/ ANCHOR KIT 3418 732 2686 2686 TRIO BENCH 6 FT W/ ANCHOR KIT 3418 732 2686 2686 SET OF 1 TABLE & 4 BENCHES W/ ANCHOR KIT 9744 2088 7656 7656 CHAMBER BENCH 6FT W/ANCHOR KI 3325 713 2612 2612 HEATED CART 8718 1868 6850 6850 LAND 0 TV PHASE 3 1633200 0 1633200 1633200 COLLEGIUM CONDENSER FOR BUILDING 5815 118 5697 5697 3215 HELENA ST, PASCO 324046 8347 315699 315699 HOUSE 3219 HELENA ST, PASCO 333883 8600 325283 325283 HOUSE 506 RAMA CT 363710 9368 354342 354342 COLLEGIUM FRONT DOORS 10346 77 10269 10269 COLLEGIUM SIDE DOORS 10890 81 10809 10809 36" GAS RANGE FOR CAFE 2777 486 2291 2291 STORY WALL 947336 110522 836814 836814 CIP LAND TV PHASE 3 APTS 22193 0 22193 22193 LAND 506 RAMA CT, PASCO 5255 0 5255 5255 LAND 3215 HELENA ST, PASCO 5255 0 5255 5255 LAND 3219 HELENA ST, PASCO 5255 0 5255 5255 LEGAL FEES 385 0 385 SHARED-X - PROGRAM-RELATED INVESTMENT 1500000 1348234 1348234 UNREALIZED LOSS ON PROGRAM RELATED INVESTMENT 151766 INSURANCE 129297 85569 43728 OFFICE SUPPLIES 5460 704 4756 BANK CHARGES 1164 0 1164 DUES AND SUBSCRIPTIONS 14093 256 13837 SUPPLIES 57985 6742 42897 REPAIRS AND MAINTENANCE 179296 118607 60689 ACTIVITIES AND EVENTS 10204 993 7849 FUEL 4333 3006 1327 CABLE, INTERNET, AND PHONE 158314 4512 153802 UTILITIES 258555 201360 57195 PROFESSIONAL DEVELOPMENT 3030 521 2509 CREDIT CHECK FEES 1525 1525 0 MISCELLANEOUS 1520 0 1520 LICENSES & FEES 2272 0 2272 ADVERTISING AND PROMOTION 10377 1261 9116 HOSPITALITY 4347 1339 3008 BAD DEBTS 366 0 366 PROGRAM RELATED INVESTMENT - SHARED-X LOSS 0 0 151766 OTHER COMMUNITY PROGRAMS 92135 92135 UNREALIZED GAIN ON INVESTMENTS 17384737 TENANT DEPOSITS 51425 51075 INVESTMENT FEES 312790 312790 0 OTHER PROFESSIONAL SERVICES 6567 0 6567 BUSINESS TAXES 1017 0 1017 PAYROLL TAXES 76284 25261 43431 PROPERTY TAXES 209230 135654 73576 NET INVESTMENT INCOME TAX 90000 0 0