PASCO, WA
Jubilee Foundation
Quick Facts
- EIN
- 911693752
- Location
- PASCO, WA
- Category
- Religion
- Total Assets
- $200.4M
- Annual Income
- $31.7M
- IRS Ruling Year
- 1999
- Organization Type
- Corporation
- Tax Deductibility
- Contributions are deductible
About This Foundation
Jubilee Foundation is a private corporation based in PASCO, WA. The foundation received its IRS ruling in 1999. It holds total assets of $200.4M. Annual income is reported at $31.7M. The foundation operates in the area of religion. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$4.2M
2023-35%
Total Assets
$179.7M
2023+12%
Fair Market Value
$179.7M
2023
Net Worth
$179.6M
2023
Grants Paid
$600K
2023
Contributions
$16K
2023
Net Investment Income
$4.8M
2023
Distribution Amount
$6.8M
2023
Total Giving by Year
$446K
11$450K
12$1.6M
13$1.4M
14$1.9M
15$1.9M
16$2.1M
18$1.1M
19$2.6M
20$2.7M
21$6.5M
22$4.2M
23Asset Growth
$21.3M
11$23.8M
12$30.1M
13$32.7M
14$33.8M
15$33.8M
16$143.8M
18$151.2M
19$167M
20$185.6M
21$160.1M
22$179.7M
23Investment Portfolio (2023)
Total: $132.6M
Corporate Stock: $102.5M
Corporate Bonds: $30.1M
Cash: $2.3M
Corporate Stock (76%)
Corporate Bonds (22%)
Cash (2%)
Expense Breakdown (2023)
Depreciation$1.2M
Grants Paid$600K
Pension & Benefits$158K
Travel & Conferences$16K
Accounting Fees$13K
Printing & Publications$5K
Legal Fees$385
Revenue Sources (2023)
- Dividends
- $1.8M
- Capital Gains (Net)
- $1.7M
- Gross Rents
- $1.7M
- Interest
- $1.3M
- Other Income
- $92K
- Contributions
- $16K
Financial Details (2023)
- Total Revenue
- $6.6M
- Total Expenses
- $4.2M
- Exempt Purpose Expenses
- $1.8M
- Required Distribution
- $6.8M
- Undistributed Income
- $3.8M
- Total Liabilities
- $51K
- Excise Tax
- $66K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
| 2019-06 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica
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