2026-06-22T11:36:42-06:00 2025-12-31 850434359 BARBARA A BORREGO PC CPA 3056 AGUA FRIA STREET Santa Fe NM 87507 990EZ 2025-01-01 800202426 THE COFFEE TRUST % MARK GRIFFITH COFF 5056905834 PO BOX 4728 SANTA FE NM 87502 MARK GRIFFITH SECRETARYTREASURER 5056905834 2026-06-16 true BARBARA A BORREGO P00148371 5056903669 2025 2025-03-06 01:10:19Z X WWW.THECOFFEETRUST.ORG X X 88253 X 88113 140 88253 14637 9284 87396 6000 35549 152866 -64613 153140 88527 X 162693 100838 0 0 888 540 163581 101378 10441 12851 153140 88527 EDUCATIONAL AND CHARITABLE PROVIDE A WIDE ARRAY OF EDUCATIONAL AND CHARITABLE ACTIVITIES FOR IMPOVERISHED FARMING FAMILIES ACROSS THE GLOBE. SEE SCHEDULE O. 14637 X 128253 128253 WILLIAM FISHBEIN EXECUTIVE DIRECTOR 40.00 0 0 0 JULIE BARRETT OBRIEN PRESIDENT 1.00 0 0 0 MARINA ORIEL VICE PRESIDENT 1.00 0 0 0 MARK GRIFFITH SECRETARYTREASURER 10.00 9284 0 0 JONATHAN ROSENTHAL DIRECTOR 1.00 0 0 0 RICK PEYSER DIRECTOR 1.00 0 0 0 DORIE HAGLER DIRECTOR 1.00 0 0 0 false false false false false false false false false NM THE ORGANIZATION PO BOX 4728 SANTA FE NM 87502 5056905834 false false false false false false false false false false false NONE NONE true X 159835 134190 122964 170151 88113 675253 159835 134190 122964 170151 88113 675253 350342 324911 21 103 199 166 140 629 675882 0.48070 0.44940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED List of grants and similar amounts paid Part I line 10 Activity ECONOMIC ASSISTANCE Grantee VARIOUS (UNDER $5,000 EACH) Street VARIOUS City, Province, Country, Postal CENTRAL AMERICA, Guatemala Amount 14,637 Description of other expenses Part I line 16 Description AmountACCOUNTING 6,548DEVELOPMENT & MARKETING 5,500AUTOMOBILE 1,550BANK & MERCHANT FEES 790COMPUTER APPS & SOFTWARE 645DUES & SUBSCRIPTIONS 2,222INSURANCE 1,318MISCELLANEOUS 608OFFICE EXPENSE 383OFFICE SUPPLIES 211POSTAGE & DELIVERY 352TELEPHONE 756TRAVEL 14,622OTHER GAIN OR LOSS 44 Description of other assets Part II line 24 Category Beginning of Year End of YearPREPAID EXPENSES 888 0ACCOUNTS RECEIVABLE 0 540 Description of total liabilities Part II line 26 Category Beginning of Year End of YearACCOUNTS PAYABLE & ACCRUED EXP 2,190 2,490UNSECURED NOTES & LOANS 8,251 10,361 General explanation attachment PART III - PROGRAM SERVICE ACCOMPLISHMENTS (CONTINUED) THE COFFEE TRUST PROVIDES A WIDE ARRAY OF EDUCATIONAL AND CHARITABLE PROGRAMS, SUCH AS TECHNICAL ASSISTANCE, CAPACITY BUILDING AND SUSTAINABILITY MODELS, TO EDUCATE IMPOVERISHED FARMING FAMILIES ACROSS THE GLOBE WHO RESIDE IN COMMUNITIES WITH POTENTIALLY LUCRATIVE CROPS SUCH AS COFFEE, TEA, CHOCOLATE AND SUGAR. DESIGNED TO EMPOWER AND EDUCATE THESE IMPOVERISHED FAMILIES, THE COFFEE TRUST IS COMMITTED TO IMPROVING THE OVERALL QUALITY OF LIFE FOR THESE COMMUNITIES, AND TO CREATE A SUSTAINABLE, EDUCATIONAL FOUNDATION FROM WHICH GENERATIONS OF POVERTY CAN BE OVERCOME. * COFFEE PROGRAM: ASOCIACIN CHAJULENSE 1,000 FARMERS -- THE ZOHO ADMIN/ACCOUNTING SYSTEM IS BEING IMPLEMENTED TO PROVIDE CHAJULENSE WITH MUCH-NEEDED DATA TO IMPROVE EXECUTIVE DECISION MAKING. -- 17 CONTAINERS WERE EXPORTED. MORE COULD HAVE BEEN EXPORTED, HOWEVER, CHAJULENSE LEADERSHIP WAS TOO TIMID AND RISK AVERSE IN MANY ASPECTS OF THEIR ROLE. -- PROGRAM DIRECTOR IS NOW SUPPORTING COMMERCIAL RELATIONSHIPS FOR ASOCIACIN CHAJULENSE TO HELP FILL A WEAKNESS IN LEADERSHIP SINCE. RECENTLY SHE HOSTED A VISIT WITH AN ONLINE RETAIL COFFEE VENDER IN BELGIUM THAT PAYS ABOVE MARKET PRICE FOR HIGH QUALITY ORGANIC COFFEE. * HONEY PROGRAM: COPICHAJULENSE -- 125 BEEKEEPERS --THE COFFEE TRUST PROVIDED 48 HIVES NEW BEE HIVES MATCHING ANOTHER 48 HIVES THAT WERE BOUGHT FOR THE FARMERS BY COPICHAJULENSE, THE CHAJULENSE FAIR TRADE, ORGANIC HONEY COOPERATIVE. THE COOP IS DOING RELATIVELY WELL, EXPORTING ALMOST 3 CONTAINERS TO GEPA, GERMANY. -- WE SUPPORTED COPICHAJULENSES GENERAL MANAGER WITH PIONEROS TRAINING FOR MANAGEMENT OF NONPROFITS. THIS IS THE 3RD YEAR AS GENERAL MANAGER. * MICROCREDIT: CHAJULENSE DE MUJERES THERE ARE A TOTAL OF 2100 WOMEN IN THE WOMENS MICROCREDIT ORGANIZATIONS. THERE ARE 1,300 WOMEN IN THE ASOCIATION THAT SUPPORTS GROUPS OF APPROXIMATELY 25 WOMEN WHO BORROW FROM THE ASOCIACIN AND SAVE. THEY DO NOT PROVIDE ANY COLLATERAL FOR THEIR LOANS, BUT THEY ARE INDIVIDUALLY AND COLLECTIVELY RESPONSIBLE FOR EACH LOAN. THERE ARE 800 WOMEN IN THE MICROCREDIT COOPERATIVE THAT SUPPORTS INDIVIDUAL WOMEN (OR UP TO 3 WOMEN) WHO HAVE A HIGHER LEVEL OF BUSINESS EXPERIENCE, SOME WHO STARTED IN THE ASOCIACIN. THESE WOMEN ARE PREPARED TO TAKE ON SLIGHTLY LARGER LOANS FROM THE COOPERATIVE ABD THEY ARE REQUIRED TO PROVIDE COLLATERAL FOR THEIR LOANS. WE ARE INVESTING IN TWO IMPORTANT ADVISORSHIPS: CREDIT METHODOLOGY AND ADMINISTRATION ASOCIACIN CHAJULENSE DE MUJERES: --MOST OF THE GROUPS WHOSE ATTENTION TO THE MICROCREDIT METHODOLOGY HAD ERODED DURING COVID HAVE BEEN RECUPERATED. -- THE PORTFOLIO OF THOSE WHO DEFAULTED IS BEING REVIEWED AND MONITORED -- THE ADMIN PROCEDURES AND PROFILES ARE BEING UPDATED. THERE IS STILL SOME WAY TO GO. -- A NEW ADVISOR IN ACCOUNTING HAS JOINED TO CORRECT THE GAPS IDENTIFIED -- THERE IS A PROCESS TO DO BUDGETS AND CASHFLOW FOR ALL DEPARTMENTS -- IN ORDER FOR THE WOMENS MICROCREDIT ASOCIACIN TO GENERATE THEIR OWN FUNDRAISING CAPABILITIES, THE COFFEE TRUST ARRANGED FOR THE WOMEN TO ATTEND THE CENTRAL AMERICAN COOPERATIVA CHAJULENSE DE MUJERES: -- THE COFFEE TRUST ARRANGED A TRIP FOR THE WOMEN TO MEET BANKS IN ORDER TO REQUEST LOANS FOR THE MICROCREDIT COOPERATIVE. -- THE COFFEE TRUST HIRED ADVISORS TO ASSIST THE WOMEN IN THE PROCESS AND START CHECKING THE FINANCES FOR PURPOSE OF THE LOANS AND THEY ARE GOING TO HELP FULFILLING THE REQUIREMENTS. -- ADVISERSHIP TO ADJUST ZOHO SYSTEM FOR ADMIN/ACCOUNTING AND MIFOS FOR CREDIT IS BEING IMPLEMENTED. * MICROCREDIT, VISION GUATEMALA ATITLAN: THERE ARE CURRENTLY 600 WOMEN IN THE VISIN GUATEMALA ATTLANS MICROCREDIT ORGANIZATION. THE COFFEE TRUST IS SUPPORTING VISION GUATEMALA ATITLAN WITH 4 ADVISERSHIPS IN MICROCREDIT CREDIT METHODOLOGY, ORGANIZATIONAL STRATEGY, ACCOUNTING AND SYSTEMS. AS A RESULT WE HAVE ACHIEVED: -- FOLLOW-UP TO THE CREDIT METHODOLOGY. FINDING THE RIGHT ADVISORS IS A PROCESS. THE ADVISOR IN PACE HAD TO BE CHANGED TO JHONNY CHAVEZ AGAIN. JHONNY HAD TO LEAVE THE PROGRAM AT THE BEGINNING OF THE YEAR, BUT HE IS BACK. JHONNY IS AN EXCELLENT METHODOLOGY ADVISOR AND THE METHODOLOGY IS ALREADY IMPROVING. -- THE DEFAULT WAS PAID BACK USING ADMINISTRATIVE FUNDS. THIS WAS IMPORTANT TO VISIN GUATEMALAS (VGS) FUNDER FROM SWITZERLAND, AS IT WAS A PREREQUISITE FOR CONTINUED FUNDING. -- SUPPORT OF VISIN GUATEMALAS DIRECTORS ROLE CONTINUES THROUGH COURSES AND EVENTS. SHE HAS PARTICIPATED IN EL DIRECTORIOS NETWORKING EVENT, PIONEROS TRAINING FOR MANAGEMENT OF NONPROFITS, A MENTORSHIP IN FUNDRAISING AND IN THE CENTRAL AMERICAN DONORS FORUM. OUR PROGRAM DIRECTOR CONTINUES TO SUPPORT LIA WITH CONSTANT COMMUNICATION AND FOLLOW UP. -- SUPPORTING THE RELATIONSHIP WITH VGS STRONGER SINCE ITS LATEST DECISIONS, AS VGA HAS TAKE A BOLD STEP WITH ITS SWISS FUNDER. -- COMMUNICATION WITH FUNDACION CRECER FROM SWITZERLAND AS A NEW DONOR FOR VGA. * EDUCATION, SCHOLARSHIPS: -- 2025 WE SUPPORTED ONE STUDENT JUST DURING THE FIRST SEMESTER. -- MEETING HLI TO START DISCUSSING THE SCHOLARSHIP PROGRAM FOR 2027, 5 NEW UNIVERSITY SCHOLARSHIPS EVERY YEAR UP TO 25. --EDUCATION, HLI --WE CONTINUE SUPPORTING THE SECONDARY SCHOOL AND HIGHSCHOOL. * OTHER ALLIANCES AND SUPPORTS -- EL DIRECTORIO GUATEMALA, IS A VERY GOOD RESOURCE FOR EVENTS AND TRAINING. THE COFFEE TRUST PAID AGAIN THE MEMBERSHIP FOR 2026. -- FRATERNIDAD IS ANOTHER MICROCREDIT ORGANIZATION FOR WOMEN IN QUETZALTENANGO OF ABOUT 700 WOMEN, THEY ARE REQUESTING US SUPPORT FOR ADVISERSHIP IN THE ACCOUNTING SYSTEM. WE ARE EVALUATING THE SUPPORT.