Mcquaig Jubilee Fund, Jubilee Fund in Wenatchee, Washington (WA)

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Mcquaig Jubilee Fund, Jubilee Fund
Employer Identification Number (EIN)911941865
Name of OrganizationMcquaig Jubilee Fund
Secondary NameJubilee Fund
AddressOne Fifth Street Suite, Wenatchee, WA 98801-6647
SubsectionCharitable Organization
Ruling Date03/2000
DeductibilityContributions are deductible
FoundationOrganizations operated solely for the benefit of and in conjunction with organizations described in 10 through 16 above
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period09/2014
Assets$100,000 to $499,999
Income$10,000 to $24,999
Filing Requirement990 - Required to file Form 990-N - Income less than $25,000 per year
Asset Amount$268,445
Amount of Income$19,870
Form 990 Revenue Amount$19,870
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Fund Raising and/or Fund Distribution


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Amount of income in 2014: $19,870 (it was $21,838 in 2013)
Mcquaig Jubilee Fund, Jubilee Fund: 

 $19,870
Other organizations performing similar types of work: 

 $107,771

Assets in 2014: $268,445 (it was $277,223 in 2013)
Mcquaig Jubilee Fund, Jubilee Fund: 

 $268,445
Other organizations performing similar types of work: 

 $292,134

Expenses in 2013: $25,670
This organization: 

 $25,670
Other organizations performing similar types of work: 

 $48,744

Income to expenses ratio in 2013: 0.8
Mcquaig Jubilee Fund, Jubilee Fund: 

 0.8
Other organizations performing similar types of work: 

 1.8

Financial snapshot ($)

Revenue, Expenses, and Changes in Net Assets or Fund Balances
201120122013
Total revenue$6,963$2,903$21,838
Contributions, gifts, grants, and similar amounts received$0$0$0
Program service revenue including government fees and contracts$0$0$0
Membership dues and assessments$0$0$0
Investment income$6,963$2,903$21,838
Gain/Loss from sale of assets other than inventory$0$0$0
Net income/loss from gaming and fundraising events$0$0$0
Gross profit/loss from sales of inventory$0$0$0
Other revenue$0$0$0
Total expenses$8,606$6,130$25,670
Total net assets$284,282$281,055$277,223
Excess/Deficit for the year$-1,643$-3,227$-3,832
Net assets or fund balances at beginning of year$285,925$284,282$281,055
Other changes in net assets or fund balances$0$0$0
Net assets or fund balances at end of year$281,055$277,223
Balance Sheets
201120122013
Total assets$284,282$281,055$277,223
Total liabilities$0$0$0
Net assets or fund balances$284,282$281,055$277,223
Other Information
201120122013
Did the organization engage in any significant activity not previously reported to the IRS?NoNo
Were any significant changes made to the organizing or governing documents?NoNo
Did the organization have unrelated business gross income of $1,000 or more during the year from business activitiesNoNoNo
Has the organization filed a Form 990-T for the year?NoNo
Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year?NoNo
Amount of political expenditures, direct or indirect$0$0
Did the organization file Form 1120-POL for this year?NoNo
Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return?NoNo
Total amount involved$0$0
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities$0$0$0
Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ?NoNo
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?NoNo
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2)
Number of organizations supported2
Sum of amounts of support$10,000
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Webber Family Foundation3112 Windsor Rd A336, Austin, TX 78703-2350TX2000-04$5,985,789
2Velma Moore T W CharitiesPnc Bank 620 Liberty Avenue No 10, Pittsburgh, PA 15222PA1999-01$2,555,878
3William & Anna Tenenblatt Foundation Inc3750 Broadway Pl, Los Angeles, CA 90007-4400CA2000-04$1,924,464
4Water First International1904 3rd Ave Ste 1012, Seattle, WA 98101-1123WA2005-06$1,692,165
5The Scholtz Family Foundation2591 Windward Way, Naples, FL 34103-4067FL1999-12$1,283,832
6Weiss Family Foundation, Weiss Richard & Barbara Co-Ttee1660 N Prospect Ave Unit 1901, Milwaukee, WI 53202-2485WI1999-01$919,334
7Rbo Bragg Charitable Trust UwPO BOX 831041, Dallas, TX 75283-1041TX1999-04$595,023
8Raymond H Jr & Bonnie B Hefner Fam Affiliated Fund Of Oc CommmunityPO BOX 1146, Oklahoma City, OK 73101-1146OK1999-03$571,203
9The Great Georgia Airshow IncPO BOX 2035, Peachtree Cty, GA 30269-0035GA2001-07$510,381
10Walter N Charles Trust124 S 1st St, Oskaloosa, IA 52577-3126IA2012-01$506,639
11Willis Family Foundation Inc112 S Tryon St Ste 1765, Charlotte, NC 28284-2198NC1999-03$430,120
12Zichron Yona Vsara Charitable Foundation, Herzog Herman Et Al Ttees6 Lenore Ave, Monsey, NY 10952-2705NY1999-01$413,957
13The@elliot D Baker Charitable Foundation, Baker Elliot D TteePO BOX 46019, Chicago, IL 60646-0019IL2000-02$407,540
14Women Sharing HopePO BOX 29598, Bellingham, WA 98228-1598WA2001-05$61,746
15Jewish Day School Supporting Fndn2031 3rd Ave, Seattle, WA 98121-2412WA1999-03$20,567
16Mcquaig Jubilee Fund, Jubilee FundOne Fifth Street Suite, Wenatchee, WA 98801-6647WA2000-03$19,870
17Hand & Heart Organization7220 Woodlawn Ave Ne, Seattle, WA 98115WA2010-06$0
18Hawaiian CowboysPO BOX 642, Ellensburg, WA 98926-0642WA2006-02$0
19Neely O Brien Elementary Pta6300 S 236th Street, Kent, WA 98032WA2013-04$0
20Prosperity RingsPo Box 70388, Seattle, WA 98127WA2001-04$0
Number of organizations performing similar types of work
Alaska1
Alabama1
Arkansas1
Arizona4
California21
Colorado9
Connecticut5
District of Columbia1
Delaware1
Florida9
Georgia3
Hawaii1
Iowa1
Idaho2
Illinois14
Indiana2
Kansas3
Kentucky1
Louisiana1
Massachusetts8
Maryland2
Maine1
Michigan8
Missouri3
North Carolina8
Nebraska1
New Hampshire2
New Jersey9
Nevada1
New York38
Ohio3
Oklahoma7
Oregon3
Pennsylvania5
South Carolina1
Tennessee2
Texas12
Utah1
Virginia2
Washington8
Wisconsin5
International1
Total212

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