JUBILEE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JUBILEE FOUNDATION (EIN 91-1693752)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202303189349105770
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T18:43:34-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 562382653 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHWEST CPA GROUP PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1333 COLUMBIA PARK TRAIL STE 120 | AddressLine1Txt |
| City | RICHLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99352 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911693752 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUBILEE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JUBI | BusinessNameControlTxt |
| Phone | 5095465999 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3713 EAST A STREET | AddressLine1Txt |
| City | PASCO | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RALPH BROETJE | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 5095465999 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RALPH | PersonFirstNm |
| Person Last | BROETJE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALISON C GEBERS | PreparerPersonNm |
| PTIN | P00423745 | PTIN |
| Phone | 5097351300 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $160,087,594 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $673,782 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $673,782 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,345,895 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,345,895 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $1,595,816 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,595,816 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $326,660 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $4,313,459 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,928,949 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,313,459 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $48,161 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,977,113 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,928,952 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $148,810 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $14,881 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $133,929 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $494,987 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $226,060 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $226,690 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $177,797 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $54,062 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $122,984 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,901 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,901 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,410 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,141 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,269 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $331,678 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $318,085 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $13,593 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $508,473 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $167,349 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $118,661 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,060,449 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $495,354 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $9,121 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $343 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,778 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $761,329 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $311,107 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $447,512 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,510,955 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,588,382 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,089,317 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,030,778 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,030,778 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,541,733 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,588,382 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,120,095 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,435,380 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,340,570 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,606,402 | CashBOYAmt |
| Cash EOY | $2,354,721 | CashEOYAmt |
| Cash EOYFMV | $2,354,721 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $17,029,549 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,487,507 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,487,507 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $104,314,263 | CorporateStockBOYAmt |
| Corporate Stock EOY | $83,606,733 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $83,606,733 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $30,847,853 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $28,906,518 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $28,906,518 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $4,906,000 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $2,304,000 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $2,304,000 | MortgageLoansEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $35,443,913 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,515,798 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $26,893,019 | LandBOYAmt |
| Land EOY | $28,928,115 | LandEOYAmt |
| Land EOYFMV | $28,928,115 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,500,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,500,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $185,597,086 | TotalAssetsBOYAmt |
| Total Assets EOY | $160,087,594 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $160,087,594 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $11,141 | AccountsPayableBOYAmt |
| Other Liabilities BOY | $50,875 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $51,425 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $62,016 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $51,425 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $185,535,070 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $160,036,169 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $185,535,070 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $160,036,169 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $185,597,086 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $160,087,594 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $185,535,070 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,435,380 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $186,970,450 | SubtotalAmt |
| Other Decreases | $26,934,281 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $160,036,169 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | 2021-07-01 | 2022-12-31 | $3,500,488 | $3,500,488 | $3,500,488 | ||
| SALE OF PUBLICLY TRADED SECURITIES | 2022-07-01 | 2022-12-31 | -$615,490 | -$615,490 | $615,490 | ||
| CAPITAL GAIN DISTRIBUTIONS LT | 2021-07-01 | 2022-12-31 | $1,384,004 | $1,384,004 | $1,384,004 | ||
| CAPITAL GAIN DISTRIBUTIONS ST | 2022-07-01 | 2022-12-31 | $44,392 | $44,392 | $44,392 | ||
| SALE OF MISCELLANEOUS EQUIPMENT | 2021-07-01 | 2022-12-31 | $65 | $65 | $65 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,313,459 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $88,134 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $88,134 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $88,134 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $178,804 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $90,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $268,804 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $180,670 | OverpaymentAmt |
| Applied To ES Tax | $180,670 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BROETJEFAMILYTRUST.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHELLY BROETJE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5095465999 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3713 EAST A STREET | AddressLine1Txt |
| City | PASCO | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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/CHAIRMAN | 2.00 | $0 | $0 | $0 |
| CALLIE SIMS | ||||||||
| 3713 EAST A STREET | PASCO | WA | 99301 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUZANNE BROETJE | ||||||||
| 3713 EAST A STREET | PASCO | WA | 99301 | SECRETARY | 2.00 | $0 | $0 | $0 |
| ROGER BAIRSTOW | ||||||||
| 3713 EAST A STREET | PASCO | WA | 99301 | DIRECTOR/EXECUTIVE DIRECTOR | 40.00 | $54,999 | $2,200 | $0 |
| SHAUN BROETJE | ||||||||
| 3713 EAST A STREET | PASCO | WA | 99301 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TYLER BROETJE | ||||||||
| 3713 EAST A STREET | PASCO | WA | 99301 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ADAN SUAREZ | ||||||||
| 3713 EAST A STREET | PASCO | WA | 99301 | MANAGING DIRECTOR | 40.00 | $93,811 | $3,752 | $0 |
| OMAR ESCALERA | ||||||||
| 3713 EAST A STREET | PASCO | WA | 99301 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAHI BRAVO GONZALEZ | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3713 EAST A STREET | AddressLine1Txt |
| City | PASCO | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROPERTY MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $51,839 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| OLIN HOMES LLC | |||||
| 9912 SILVERBRIGHT DR | PASCO | WA | 99301 | CONSTRUCTION | $600,000 |
| BLUECADET LLC | |||||
| 1526 FRANKFORD AVE | PHILADELPHIA | PA | 19125 | EXPERIENCE DESIGN | $446,619 |
| U S BANK WEALTH MANAGEMENT | |||||
| 1305 FOWLER ST SUITE 107 | RICHLAND | WA | 99352 | INVESTMENT MANAGEMENT AND TRUST SERVICES | $312,803 |
| PACIFIC STUDIO INC | |||||
| 5311 SHILSHOLE AVE NW | SEATTLE | WA | 98107 | FABRICATION & INSTALLATION OF STORY WALL | $188,340 |
| ELITE CONSTRUCTION | |||||
| 5804 ROAD 90 SUITE A | PASCO | WA | 99301 | CONSTRUCTION | $175,320 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | 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. | Description1Txt |
| Expenses1 | $1,269,156 | Expenses1Amt |
| Description2 | 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. | Description2Txt |
| Expenses2 | $912,878 | Expenses2Amt |
| Description3 | 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. | Description3Txt |
| Expenses3 | $27,508 | Expenses3Amt |
| Description4 | 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. | Description4Txt |
| Expenses4 | $176,797 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SHARED X - A DIRECT EQUITY PROGRAM RELATED INVESTMENT IN A START-UP TO BRING JUSTICE TO THE FARMING INDUSTRY, ADDRESSING GLOBAL FOOD SHORTAGES IN DEVELOPING COUNTRIES WHILE PRIORITIZING SMALL FARMERS WHO ARE STRUGGLING TO SURVIVE IN A MODERN ECONOMY DOMINATED BY LARGE-SCALE PLAYERS. SHARED-X HAS A MISSION TO ADDRESS POVERTY ALLEVIATION AND FOOD SECURITY THROUGH REGENERATIVE AGRICULTURE AND BIOTECHNOLOGY TO THE MARGINALIZED. | Description1Txt |
| Expenses1 | $1,500,000 | Expenses1Amt |
| Total | $1,500,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $118,933,621 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,907,090 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,906,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $139,746,711 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $139,746,711 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,096,201 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $137,650,510 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,882,526 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,882,526 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $88,134 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $88,134 | TotalTaxAmt |
| Distributable Before Adj | $6,794,392 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,794,392 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,794,392 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,120,095 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $1,500,000 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $3,095,545 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $8,715,640 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,794,392 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,630,384 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,715,640 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,630,384 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,794,392 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $290,864 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $290,864 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $290,864 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $290,864 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RALPH BROETJE | ContributingManagerNm |
| Contributing Manager | CHERYL BROETJE | ContributingManagerNm |
| Contributing Manager | SUZANNE BROETJE | ContributingManagerNm |
| Contributing Manager | ROGER BAIRSTOW | ContributingManagerNm |
| Contributing Manager | SHAUN BROETJE | ContributingManagerNm |
| Contributing Manager | TYLER BROETJE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUSAN DOBKINS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3713 EAST A STREET | AddressLine1Txt |
| City | PASCO | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5095465999 | RecipientPhoneNum |
| Form And Info And Materials | STATEMENT ABOUT PURPOSE OF REQUEST INCLUDING BUDGET REFLECTING HOW MONEY WILL BE SPENT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO ESTABLISHED RESTRICTIONS OR LIMITATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALARM | ||||||||||||
| 1321 SPRING VALLEY ROAD | RICHARDSON | TX | 75081 | PC | GENDER EQUITY, RECONCILIATION & PARTNERSHIPS CURRICULUM DEVELOPMENT | $46,610 | ||||||
| AMEXTRA (ASOCIACION MEXICANA DE TRANSFORMACION RURAL Y URBANA AC) | ||||||||||||
| PC | CAMBIANDO VIDAS, TRANSFORMANDO COMUNIDADES EN OCOSINGO, CHIAPAS | $86,200 | CALLE LE OTRA BANDA 54 INTERIOR C | COL LORETA Y CAMPAMENTO DEL ALVARO | CIUDAD DE MEXICO CP | MX | 01090 | |||||
| AMEXTRA (ASOCIACION MEXICANA DE TRANSFORMACION RURAL Y URBANA AC) | ||||||||||||
| PC | CAMBIANDO VIDAS, TRANSFORMANDO COMUNIDADES EN GUERRERO | $97,012 | CALLE LE OTRA BANDA 54 INTERIOR C | COL LORETA Y CAMPAMENTO DEL ALVARO | CIUDAD DE MEXICO CP | MX | 01090 | |||||
| BEYOND BORDERS | ||||||||||||
| PO BOX 2132 | NORRISTOWN | PA | 19403 | PC | MODEL COMMUNITY INITIATIVE ON LA GONAVE 2021-2024 | $200,000 | ||||||
| CAPABLE | ||||||||||||
| 2335 E VISTA ROYALE DRIVE | ORANGE | CA | 92867 | PC | COHORT 3 CAPABLE GRADUATION PROGRAM | $150,000 | ||||||
| CATHOLIC RELIEF SERVICES | ||||||||||||
| 228 W LEXINGTON ST | BALTIMORE | MD | 21201 | PC | PREVENTING CHILD MIGRATION AND ENHANCING DIGNITY AMONG FAMILIES AND YOUTH PHASE III | $304,471 | ||||||
| CATHOLIC RELIEF SERVICES | ||||||||||||
| 228 W LEXINGTON ST | BALTIMORE | MD | 21201 | PC | CHANGING THE WAY WE CARE, HAITI | $230,379 | ||||||
| COFHED | ||||||||||||
| PC | TRAIN THE TRAINER COMMUNITY ENGAGEMENT CATALYSTS 2021-2024 | $50,000 | 1020 GAETA | CAMPPERRIN | HA | |||||||
| EL POZO DE VIDA | ||||||||||||
| 910 W 17TH STREET SUITE B | SANTA ANA | CA | 92706 | PC | LA MERCED ANTI-HUMAN TRAFFICKING COMMUNITY PROJECT | $30,000 | ||||||
| FAMILY LEARNING CENTER | ||||||||||||
| 505 S OLYMPIA ST APT B5 | KENNEWICK | WA | 99336 | PC | NEW FLC - CHURCH REFUGEE FACILITY | $200,000 | ||||||
| FLORESTA USA | ||||||||||||
| 4747 MORENA BLVD STE 100 | SAN DIEGO | CA | 92117 | PC | RESTORING LIVES AND LAND IN THE HAITI BORDER REGION PLANT WITH PURPOSE | $80,000 | ||||||
| GLOBAL GRASSROOTS | ||||||||||||
| 1950 LAFAYETTE RD STE 200 | PORTSMOUTH | NH | 03801 | PC | PLACE-BASED IMPACT | $60,000 | ||||||
| GROUNDSWELL INTERNATIONAL | ||||||||||||
| 1875 CONNECTICUT AVE NW 10TH FLOOR | WASHINGTON | DC | 20009 | PC | BUILDING FOOD SOVEREIGNTY | $60,000 | ||||||
| IDEAS COMUNITARIAS | ||||||||||||
| NC | SCHOOL FOR THE COMMON GOOD- MIXTEC REGION & CENTRAL VALLEY IN MEXICO STRENGHENING CONNECTIONS | $45,000 | IGNACIO ALDAMA 108 COLONIA NACIONAL | SANTA LUCIA DEL CAMINO OA | MX | 71228 | ||||||
| FRIENDS OF JITOKEZE INTERNATIONAL | ||||||||||||
| 106 WEST LANCASTER AVENUE | WAYNE | PA | 19087 | PC | EMPOWERING VULNERABLE WOMEN IN WEST POKOT KENYA | $50,000 | ||||||
| MENNONITE CENTRAL COMMITTEE | ||||||||||||
| 212 SOUTH 12TH STREET | AKRON | PA | 17501 | PC | FOOD ASSISTANCE PROGRAM FOR DROUGHT IN TURKANA | $80,000 | ||||||
| SHIVI DEVELOPMENT SOCIETY | ||||||||||||
| NC | PROMOTING PEACE AND GENDER JUSTICE IN BUNDI DISTRICT | $85,000 | 96-97 3RD FLOOR POCKET 13 SECTOR 30 | ROHINI | NEW DELHI | IN | 110086 | |||||
| NEW ROOTS HAITI | ||||||||||||
| 18606 NW 11TH AVENUE | RIDGEFIELD | WA | 98642 | PC | DREAM CENTER YEAR 2 | $60,000 | ||||||
| OPPORTUNITY INTERNATIONAL | ||||||||||||
| 101 N WACKER DRIVE SUITE 1150 | CHICAGO | IL | 60606 | PC | THRIVING RURAL COMMUNITIES IN UGANDA | $200,000 | ||||||
| PLANT WITH PURPOSE | ||||||||||||
| 4747 MORENA BLVD STE 100 | SAN DIEGO | CA | 92117 | PC | TRANSFORMING RURAL COMMUNITIES IN SOUTHERN MEXICO | $100,000 | ||||||
| RAISING VOICES | ||||||||||||
| NC | SASA THE POPCORN BEGINS TO POP | $127,100 | PLOT 16 TUFNELL DRIVE KAMWOKYA PO | BOX 6770 | KAMPALA | UG | ||||||
| SPARK MICROGRANTS | ||||||||||||
| PO BOX 20435 GREELEY SQUARE STATION | NEW YORK | NY | 100019998 | PC | FACILITATED COLLECTIVE ACTION PROCESS IN THE WEST NILE | $75,000 | 4 EAST 27TH STREET | |||||
| THE BOSTON FOUNDATION | ||||||||||||
| 75 ARLINGTON ST 3RD FLOOR | BOSTON | MA | 02116 | PC | HAITI DEVEOLOPEMENT INSTITUTE BUILDING COMMUNITIES BY SUPPORTING LOCAL ORGS AND LEADERS | $75,000 | ||||||
| THE BOSTON FOUNDATION | ||||||||||||
| 75 ARLINGTON ST 3RD FLOOR | BOSTON | MA | 02116 | PC | HAITI DEVELOPMENT INST. MP3K ENABLING COMMUNITY AG PRODUCTION IN CAMP PERRIN | $99,000 | ||||||
| THE BOSTON FOUNDATION | ||||||||||||
| 75 ARLINGTON ST 3RD FLOOR | BOSTON | MA | 02116 | PC | HAITI DEVELOPMENT INST. OPAGMA RICE SECTOR IN MANICHE FOOD SECURITY & SUSTAINABLE AG | $55,000 | ||||||
| THE CHAIN COLLABORATIVE | ||||||||||||
| 133 FEDERAL WALK | KENNETT SQUARE | PA | 19348 | PC | INVESTMENT PARTNERSHIP WITH NOW AFRICA INIATIVE | $35,000 | ||||||
| WORLD RELIEF | ||||||||||||
| 7 E BALTIMORE ST | BALTIMORE | MD | 21202 | PC | CHURCH EMPOWERMENT ZONES AND YOUTH ENGAGEMENT IN LES CAYES | $125,000 | ||||||
| WORLD RELIEF | ||||||||||||
| 7 E BALTIMORE ST | BALTIMORE | MD | 21202 | PC | CHURCH EMPOWERMENT ZONES KAJIADO | $125,000 | ||||||
| WORLD RENEW | ||||||||||||
| 1700 28TH STREET SE | GRAND RAPIDS | MI | 49508 | PC | BUILDING RESILIENCE IN KATILU | $50,006 | ||||||
| WORLD VISION | ||||||||||||
| MS110 PO BOX 70200 | TACOMA | WA | 984810200 | PC | WORLD VISION HAITI EMPOWERED WORLDVIEW | $50,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,030,778 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER COMMUNITY PROGRAMS | Desc |
| Related Or Exempt Function Incm | $48,161 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $673,782 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,345,895 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $326,660 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,313,459 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,333,136 | ExclusionAmt |
| Related Or Exempt Function Incm | $374,821 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,707,957 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 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. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING EXPENSE | CategoryTxt |
| Amt | $11,410 | Amt |
| Net Investment Income | $1,141 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,269 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IDEAS COMUNITARIAS | ||||||||||||
| GONZLEZ ORTEGA 825 INTERIOR 5 | COLONIA CENTRO | OAXACA DE JUREZ OAXACA CP | OAXACA | MX | 68000 | 2021-07-01 | $135,000 | SCHOOL FOR THE COMMON GOOD, MIXTECA OAXACA. | $45,000 | TO THE BEST OF OUR KNOWLEDGE, THERE HAS BEEN NO DIVERSION. | 04/01/2022, 07/06/2022, 08/31/2022, 12/29/2022 | 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. |
| RAISING VOICES | ||||||||||||
| PLOT 16 TUFNELL DRIVE KAMWOKYA PO | BOX 6770 | KAMPALA | UG | 2021-10-01 | $318,000 | SASA CURRICULUM IMPLEMENTATION IN MEXICO | $127,100 | TO THE BEST OF OUR KNOWLEDGE, THERE HAS BEEN NO DIVERSION. | 04/29/2022, 10/31/2022 | 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 | $175,000 | PROMOTING PEACE AND GENDER JUSTICE IN BUNDI | $85,000 | TO THE BEST OF OUR KNOWLEDGE, THERE HAS BEEN NO DIVERSION. | DISBURSED OCTOBER 2022, FIRST REPORT DUE ON 01/31/2023 | 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 | $1,500,000 | 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. | $1,500,000 | TO THE BEST OF OUR KNOWLEDGE, THERE HAS BEEN NO DIVERSION. | 9/2/2023 | 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. | ||
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS BROKERAGE FIXED INCOME | $99,036 | $99,036 |
| US BANK FIXED INCOME | $26,409,820 | $26,409,820 |
| US BANK IMPACT FIXED INCOME | $2,397,662 | $2,397,662 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS BROKERAGE EQUITIES | $320,505 | $320,505 |
| US BANK EQUITIES | $75,319,087 | $75,319,087 |
| US BANK IMPACT EQUITY FUNDS | $7,962,161 | $7,962,161 |
| TIEDEMANN MUTUAL FUNDS | $4,980 | $4,980 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (38 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND - CFS BLDG | $165,129 | $0 | $165,129 | $165,129 |
| CENTER FOR SHARING BLDG | $1,263,997 | $707,839 | $556,158 | $556,158 |
| CFS - LID (LOCAL IMPROVEMENT DISTRICT) | $36,598 | $16,836 | $19,762 | $19,762 |
| TIERRA VIDA MULTI-FAMILY COMPLEX | $12,645,696 | $4,594,604 | $8,051,092 | $8,051,092 |
| FITNESS EQUIPMENT | $62,110 | $62,110 | $0 | |
| 352 WHITE CHAIRS W/ CART | $10,704 | $10,704 | $0 | |
| 36 TABLES 60'' W/ CART | $4,725 | $4,725 | $0 | |
| PLAY LAND LIGHT - TIERRA VIDA | $4,626 | $4,626 | $0 | |
| LAND FOR MULTI-FAMILY PROPERTY | $360,000 | $0 | $360,000 | $360,000 |
| TIERRA VIDA MULTI-FAMILY PHASE 2 | $6,641,339 | $695,355 | $5,945,984 | $5,945,984 |
| LAND, LOT 2, TIERRA VIDA COMMERCIAL PHASE ONE | $300,000 | $0 | $300,000 | $300,000 |
| CONSTRUCTION IN PROGRESS | $1,726,291 | $0 | $1,726,291 | $1,726,291 |
| STOVE (COLLEGIUM CAFE) | $2,892 | $1,627 | $1,265 | $1,265 |
| DATA RELOCATION AND ADDITIONAL CABLE (APARTMENTS) | $3,476 | $1,738 | $1,738 | $1,738 |
| FILTER RACK AND MODIFICATION OF SA 5-TON ZONE SYSTEM | $4,483 | $264 | $4,219 | $4,219 |
| PORT ETHERNET AND POWER SUPPLY | $2,753 | $1,148 | $1,605 | $1,605 |
| LAWN MOWER | $9,120 | $2,888 | $6,232 | $6,232 |
| SERVER - POWEREDGE R7515 | $8,966 | $2,465 | $6,501 | $6,501 |
| SANDWICH/SALAD PREP TABLE/FRIDGE - CAFE | $4,045 | $795 | $3,250 | $3,250 |
| NATORI LHASA SUNSET 12 X 15 RUG | $12,119 | $2,727 | $9,392 | $9,392 |
| NATORI LHASA SUNSET 8' RUG | $4,333 | $975 | $3,358 | $3,358 |
| ICE MACHINE HOSHIZAKI KM-231BAJ - LEO | $3,338 | $751 | $2,587 | $2,587 |
| FURNITURE | $563,482 | $90,559 | $472,923 | $472,923 |
| LAND TIERRA VIDA MULTI-FAMILY COMPLEX | $765,000 | $0 | $765,000 | $765,000 |
| BUILDING - LEO | $9,129,215 | $302,356 | $8,826,859 | $8,826,859 |
| WEBSITE | $9,000 | $6,000 | $3,000 | $3,000 |
| HEAT PUMP - COLLEGIUM | $6,787 | $109 | $6,678 | $6,678 |
| HEAT PUMP FOR F104 | $7,338 | $11 | $7,327 | $7,327 |
| DELL XPS 15" LAPTOP 16GB RAM, 512 GB | $3,128 | $313 | $2,815 | $2,815 |
| SET OF 1 TABLE & 3 BENCHES WITH UMBRELLA HOL | $8,189 | $585 | $7,604 | $7,604 |
| SET OF 1 TABLE & 4 BENCHES WITH UMBRELLA HOL | $9,793 | $1,399 | $8,394 | $8,394 |
| TRIO BENCH 6 FT W/ ANCHOR KIT | $3,418 | $244 | $3,174 | $3,174 |
| TRIO BENCH 6 FT W/ ANCHOR KIT | $3,418 | $244 | $3,174 | $3,174 |
| TRIO BENCH 6 FT W/ ANCHOR KIT | $3,418 | $244 | $3,174 | $3,174 |
| SET OF 1 TABLE & 4 BENCHES W/ ANCHOR KIT | $9,744 | $696 | $9,048 | $9,048 |
| CHAMBER BENCH 6FT W/ANCHOR KI | $3,325 | $238 | $3,087 | $3,087 |
| HEATED CART | $8,718 | $623 | $8,095 | $8,095 |
| LAND 0 TV PHASE 3 | $1,633,200 | $0 | $1,633,200 | $1,633,200 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,901 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,901 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SHARED-X - PROGRAM-RELATED INVESTMENT | Desc |
| EOY Book Value | $1,500,000 | EOYBookValueAmt |
| EOYFMV | $1,500,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $26,934,281 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $45,251 | $0 | $45,251 |
| OFFICE SUPPLIES | $3,597 | $1,272 | $2,325 |
| BANK CHARGES | $925 | $0 | $925 |
| DUES AND SUBSCRIPTIONS | $8,513 | $414 | $8,099 |
| SUPPLIES | $104,101 | $0 | $102,011 |
| REPAIRS AND MAINTENANCE | $181,851 | $111,298 | $70,553 |
| ACTIVITIES AND EVENTS | $17,360 | $3,796 | $12,944 |
| FUEL | $2,866 | $0 | $2,866 |
| CABLE, INTERNET, AND PHONE | $141,551 | $2,147 | $139,404 |
| UTILITIES | $242,077 | $188,867 | $53,210 |
| PROFESSIONAL DEVELOPMENT | $4,168 | $0 | $4,168 |
| CREDIT CHECK FEES | $1,962 | $1,962 | $0 |
| MISCELLANEOUS | $408 | $0 | $408 |
| LICENSES & FEES | $2,497 | $0 | $2,497 |
| ADVERTISING AND PROMOTION | $530 | $0 | $530 |
| HOSPITALITY | $1,708 | $860 | $848 |
| BAD DEBTS | $1,964 | $491 | $1,473 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER COMMUNITY PROGRAMS | Desc |
| Revenue And Expenses Per Books | $48,161 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $48,161 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TENANT DEPOSITS | Desc |
| BOY Book Value | $50,875 | BOYBookValueAmt |
| EOY Book Value | $51,425 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $318,085 | $318,085 | $0 |
| OTHER PROFESSIONAL SERVICES | $13,593 | $0 | $13,593 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BUSINESS TAXES | $390 | $0 | $390 |
| PAYROLL TAXES | $72,817 | $26,575 | $43,779 |
| EXCISE TAXES | $220,000 | $0 | $0 |
| PROPERTY TAXES | $215,266 | $140,774 | $74,492 |