P D JACKSON FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- P D JACKSON FOUNDATION (EIN 82-2797338)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202343199349108174
- 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
- Schedule B
- Accounting Fees Schedule
- Amortization Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T14:51:28-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814663521 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Davis Schallock & Brown CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 708 3RD AVE E | AddressLine1Txt |
| City | Polson | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59860 | 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 | 822797338 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PD JACKSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PDJA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 UNIVERSITY AVE | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94710 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH JACKSON-PETTINE | PersonNm |
| Person Title | TREASURERDIREC | PersonTitleTxt |
| Phone | 7035325079 | PhoneNum |
| Signature | 2023-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELIZABETH | PersonFirstNm |
| Person Last | JACKSON-PETTINE | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CODY L BROWN CPA | PreparerPersonNm |
| PTIN | P01862283 | PTIN |
| Phone | 4068835269 | PhoneNum |
| Preparation | 2023-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,244,694 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $280,739 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $230,315 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $230,315 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$168,376 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $358,053 | GrossSalesPriceAmt |
| Total Rev And Expnss | $342,678 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $230,315 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $16,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,696 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,848 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,848 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $39,484 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,484 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,436 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,799 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $7,637 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,119 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,119 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,119 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $10,341 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $87,854 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,131 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $41,945 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $407,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $407,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $494,854 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,131 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $448,945 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$152,176 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $185,184 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $137,520 | CashBOYAmt |
| Cash EOY | $1,187,434 | CashEOYAmt |
| Acct Rcvbl | $3,859 | AcctRcvblAmt |
| Acct Rcvbl EOY | $3,859 | AcctRcvblEOYAmt |
| Prepaid Expenses BOY | $7,673 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $253,381 | PrepaidExpensesEOYAmt |
| US Government Obligations EOY | $322,156 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $322,156 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,876,033 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,702,640 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,702,640 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,428,593 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,019,898 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,019,898 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $200,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $200,000 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,000 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $778 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Total Assets BOY | $9,450,597 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,689,368 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,244,694 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $4,063 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,063 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $9,450,597 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,685,305 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,450,597 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,685,305 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,450,597 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,689,368 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,450,597 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$152,176 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,298,421 | SubtotalAmt |
| Other Decreases | $1,613,116 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,685,305 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| AVAILABLE FOR SALE SECURITIES | 2022-12-31 | $341,874 | $479,595 | -$137,721 | -$137,721 |
| AVAILABLE FOR SALE SECURITIES | 2022-12-31 | $3,156 | $46,834 | -$43,678 | -$43,678 |
| CAPITAL GAIN DISTRIBUTIONS | 2022-12-31 | $13,023 | $13,023 | $13,023 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$168,376 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$43,678 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,574 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,574 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,574 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,585 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,585 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,011 | OverpaymentAmt |
| Applied To ES Tax | $4,011 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPSPDJFF.ORG | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 4068443389 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 646 | AddressLine1Txt |
| City | LAKESIDE | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59922 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| PHILIP JACKSON | ||||||||
| 127 UNIVERSITY AVE | BERKELEY | CA | 94710 | PRESIDENTDIRECTOR | 1.00 | $0 | $0 | $0 |
| ELIZABETH JACKSON-PETTINE | ||||||||
| 127 UNIVERSITY AVE | BERKELEY | CA | 94710 | TREASURERDIRECTOR | 2.00 | $2,000 | $0 | $0 |
| CHELSEA A SACHS | ||||||||
| 127 UNIVERSITY AVE | BERKELEY | CA | 94710 | COMM MGRDIRECTOR | 2.00 | $5,000 | $0 | $0 |
| BROOKE S SEARS | ||||||||
| 127 UNIVERSITY AVE | BERKELEY | CA | 94710 | ADMIN OFFICERDIRECTOR | 2.00 | $2,000 | $0 | $0 |
| CHARLES A JACKSON | ||||||||
| 127 UNIVERSITY AVE | BERKELEY | CA | 94710 | FINANCIAL MGRDIRECTOR | 2.00 | $5,000 | $0 | $0 |
| BENJAMIN P JACKSON | ||||||||
| 127 UNIVERSITY AVE | BERKELEY | CA | 94710 | SECRETARYDIRECTOR | 2.00 | $2,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,452,021 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $487,225 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $26,030 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,965,276 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,965,276 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $119,479 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,845,797 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $392,290 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $392,290 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,574 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,574 | TotalTaxAmt |
| Distributable Before Adj | $389,716 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $389,716 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $389,716 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $448,945 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $448,945 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $389,716 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $406,063 | UndistributedIncomePYAmt |
| Qualifying Distributions | $448,945 | QualifyingDistributionsAmt |
| Applied To Year1 | $406,063 | AppliedToYear1Amt |
| Applied To Current Year | $42,882 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $346,834 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PHILIP D JACKSON | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ATTN PHILANTHROPY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18101 VON KARMAN AVE SUITE 750 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 0000000000 | RecipientPhoneNum |
| Recipient Email Address | FOUDNATIONSERVICES@FF-INC.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | THE FOUNDATION ACCEPTS APPLICATIONS ONLINE. GRANT-SEEKING ORGANIZATIONS CAN SUBMIT AN APPLICATION ONLINE THROUGH THE WEBSITE: HTTPS://PDJFF.ORG/CONNECT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION EVALUATES APPLICATIONS IN THE FOLLOWING FOCUS AREAS OF GIVING AND INITIATIVE AREAS; ENVIRONMENTAL PRESERVATION, INDIGENOUS PEOPLES, LOCAL COMMUNITIES IN MONTANA, AND SELF-GROWTH. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS GIRLS CLUB OF THE FLATHEAD R | |||||||
| PO BOX 334 | SAINT IGNATIUS | MT | 59865 | NONE | PC | GENERAL OPERATING SUPPORT | $40,000 |
| CENTER FOR RESTORATIVE YOUTH JUSTIC | |||||||
| 110 E IDAHO STREET | KALISPELL | MT | 59901 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| FIVE VALLEYS LAND TRUST INC | |||||||
| 120 HICKORY STREET | MISSOULA | MT | 59801 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 |
| FLATHEAD LAKERS INC | |||||||
| PO BOX 70 | POLSON | MT | 59860 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| FLATHEAD WARMING CENTER INC | |||||||
| PO BOX 7142 | KALISPELL | MT | 59904 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| GLACIER NATIONAL PARK CONSERVANCY | |||||||
| 402 9TH STREET WEST | COLUMBIA FALLS | MT | 59912 | NONE | PC | GENERAL OPERATING SUPPORT | $52,000 |
| MAKE IT HAPPEN INC | |||||||
| PO BOX 3731 | LEWISTOWN | MT | 59457 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| ONE SPIRIT | |||||||
| 521 KANSAS CITY STREET | RAPID CITY | SD | 57701 | NONE | PC | GENERAL OPERATING SUPPORT | $40,000 |
| UNIVERSITY OF MONTANA FOUNDATION DB | |||||||
| PO BOX 7159 MISSOULA | MISSOULA | MT | 59807 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 |
| VITAL GROUND FOUNDATION INC | |||||||
| 20 FORT MISSOULA ROAD | MISSOULA | MT | 59804 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 |
| YOUTH HOMES | |||||||
| PO BOX 7616 | MISSOULA | MT | 59807 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| COLD SPRING SCHOOL FOUNDATION | |||||||
| 2243 SYCAMORE CANYON RD | SANTA BARBARA | CA | 93108 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| FOUNDATION FOR SANTA BARBARA HIGH S | |||||||
| PO BOX 158 | SANTA BARBARA | CA | 93102 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| MARSHALL HIGH SCHOOL BOOSTERS CLUB | |||||||
| 7731 LEESBURG PIKE | FALLS CHURCH | VA | 22043 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| PIEDMONT EDUCATIONAL FOUNDATION | |||||||
| 401 HIGHLAND AVE STE A | OAKLAND | CA | 94611 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 |
| PTA CALIFORNIA CONGRESS OF PARENTS | |||||||
| 830 REGAL ROAD | BERKELEY | CA | 94708 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| RECTOR WARDENS VESTRYMEN OF ST MA | |||||||
| 1031 BIENVENEDA AVE | PACIFIC PALISADES | CA | 90272 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 |
| SANTA BARBARA MIDDLE SCHOOL | |||||||
| 1321 ALAMEDA PADRE SERRA | SANTA BARBARA | CA | 93103 | NONE | PC | GENERAL OPEARTING SUPPORT | $2,000 |
| STEP ONE SCHOOL | |||||||
| 499 SPRUCE STREET | BERKELEY | CA | 94708 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| THE OCEAN CLEANUP NORTH PACIFIC FOU | |||||||
| DEPT LA 24875 | PASADENA | CA | 91185 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| NATIVE ARTS AND CULTURES FOUNDATION | |||||||
| 400 E EVERGREEN BLVD STE 101B | VANCOUVER | WA | 98660 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 |
| SIMPLY THE BASICS | |||||||
| 1768 HELANE COURT | BENICIA | CA | 94510 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| HOMELESS PRENATAL PROGRAM | |||||||
| 2500 18TH STREET | SAN FRANCISCO | CA | 94110 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 |
| ROOM TO READ | |||||||
| 465 CALIFORNIA STREET STE 1000 | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 |
| ECHO INC | |||||||
| 7205 OLD KEENE MILL ROAD | SPRINGFIELD | VA | 22150 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| SHELTER HOUSE | |||||||
| 12310 PINECREST ROAD STE 304 | RESTON | VA | 20191 | NONE | PC | GENERAL OPEARTING SUPPORT | $5,000 |
| KINDLING FOUNDATION | |||||||
| 1051 ANNERLEY ROAD | OAKLAND | CA | 94610 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| WILDERNESS YOUTH PROJECT | |||||||
| 5386 HOLLISTER AVE | SANTA BARBARA | CA | 93111 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 |
| TRANSITION HOUSE | |||||||
| 425 E COTA ST | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| STORYTELLER CHILDRENS CENTER | |||||||
| 2121 DE LA VINA ST | SANTA BARBARA | CA | 93105 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| SANTA BARBARA RESCUE MISSION | |||||||
| 535 E YANONALI ST | SANTA BARBARA | CA | 93103 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| MONTANA HUMAN RIGHTS NETWORK FOR AL | |||||||
| 737 SPOKANE AVE | WHITEFISH | MT | 59937 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 |
| CHANNEL ISLANDS YMCA FOR NOAHS ANC | |||||||
| 310 W FIGUEROA ST | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| HEAL THE OCEAN | |||||||
| 1430 CHAPALA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| WOMEN DONORS NETWORK | |||||||
| PO BOX 2930 | SAN FRANCISCO | CA | 94126 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| GLACIER INSTITUTE | |||||||
| PO BOX 1444 | COLUMBIA FALLS | MT | 59912 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| THUNDERHEART MEDIA | |||||||
| PO BOX 187 | GALLATIN GATEWAY | MT | 59730 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $407,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS GIRLS CLUB OF THE FLATHEAD R | |||||||
| PO BOX 334 | SAINT IGNATIUS | MT | 59865 | NONE | PC | GENERAL OPEARTING SUPPORT | $40,000 |
| FIVE VALLEYS LAND TRUST INC | |||||||
| 120 HICKORY STREET | MISSOULA | MT | 59801 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 |
| GLACIER NATIONAL PARK CONSERVANCY | |||||||
| 402 9TH STREET WEST | COLUMBIA FALLS | MT | 59912 | NONE | PC | GENERAL OPERATING SUPPORT | $60,000 |
| UNIVERSITY OF MONTANA FOUNDATION DB | |||||||
| PO BOX 7159 MISSOULA | MISSOULA | MT | 59807 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $230,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $230,315 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$168,376 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $61,939 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $61,939 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PHILIP JACKSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 646 | AddressLine1Txt |
| City | LAKESIDE | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59922 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $280,739 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | AVAILABLE FOR SALE SECURITITES | NoncashPropertyDesc |
| Fair Market Value | $280,739 | FairMarketValueAmt |
| Received | 2022-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,696 | Amt |
| Net Investment Income | $2,848 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,848 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | WEBSITE | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2019-12-31 | AcquiredCompletedOrExpendedDt |
| Amortized | $4,000 | AmortizedAmt |
| Deduction For Prior Years | $3,222 | DeductionForPriorYearsAmt |
| Amortization Period | 4 | AmortizationPeriodRt |
| Current Year Amortization | $778 | CurrentYearAmortizationAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Total Amortization | $4,000 | TotalAmortizationAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE MONTANA ATTONEY GENERAL DOES NOT REQUIRE A COPY OF FORM 990-PF TO BE FURNISHED BY THE FOUNDATION. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MUTUAL FUNDS: BONDS | BondNm |
| EOY Book Value | $1,019,898 | EOYBookValueAmt |
| EOYFMV | $1,019,898 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AVAILABLE FOR SALE SECURITITES | $1,653,742 | $1,653,742 |
| EXCHANGE TRADED FUNDS | $1,783,698 | $1,783,698 |
| MUTUAL FUNDS EQUITIES | $1,265,200 | $1,265,200 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $322,156 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $322,156 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PUBLICALLY TRADERD PARTNERSHIPS | CategoryOrItemTxt |
| Book Value | $200,000 | BookValueAmt |
| EOYFMV | $200,000 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INTANGIBLE ASSETS | CategoryOrItemTxt |
| Cost Or Other Basis | $4,000 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $4,000 | AccumulatedDepreciationAmt |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES ON INVESTMENTS | Desc |
| Amt | $1,613,116 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADR FEES | $23 | $0 | $0 | $23 |
| ADVERTISING EXPENSE | $164 | $0 | $0 | $164 |
| LICENSES AND PERMITS | $20 | $0 | $0 | $20 |
| MEALS | $7,836 | $0 | $0 | $7,836 |
| BOARD EXPENSES | $2,298 | $0 | $0 | $2,298 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $39,358 | $39,358 | $0 | $0 |
| PROCESSING FEES | $126 | $126 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX EXPENSE | $2,799 | $2,799 | $0 | $0 |
| FEDERAL EXCISE TAX | $7,637 | $0 | $0 | $7,637 |
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