2023-11-15T14:51:28-05:00 2022-12-31 814663521 Davis Schallock & Brown CPAs 708 3RD AVE E Polson MT 59860 990PF 2022-01-01 822797338 PD JACKSON FAMILY FOUNDATION PDJA 127 UNIVERSITY AVE BERKELEY CA 94710 ELIZABETH JACKSON-PETTINE TREASURERDIREC 7035325079 2023-11-16 true ELIZABETH JACKSON-PETTINE CODY L BROWN CPA P01862283 4068835269 2023-11-15 0 00 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X 6244694 X 280739 230315 230315 -168376 358053 342678 230315 16000 16000 5696 2848 2848 39484 39484 10436 2799 7637 5119 5119 11119 10341 87854 45131 41945 407000 407000 494854 45131 448945 -152176 185184 0 137520 1187434 3859 3859 7673 253381 322156 322156 6876033 4702640 4702640 2428593 1019898 1019898 200000 200000 4000 4000 778 0 9450597 7689368 6244694 4063 0 4063 X 9450597 7685305 9450597 7685305 9450597 7689368 9450597 -152176 9298421 1613116 7685305 AVAILABLE FOR SALE SECURITIES 2022-12-31 341874 479595 -137721 -137721 AVAILABLE FOR SALE SECURITIES 2022-12-31 3156 46834 -43678 -43678 CAPITAL GAIN DISTRIBUTIONS 2022-12-31 13023 13023 13023 -168376 -43678 2574 0 2574 0 2574 6585 6585 4011 4011 false false false false false false false true true MT false false false false false true HTTPSPDJFF.ORG THE FOUNDATION 4068443389 PO BOX 646 LAKESIDE MT 59922 false false false false false false false false false false false false false false false false false false false false false 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 2000 0 0 CHELSEA A SACHS 127 UNIVERSITY AVE BERKELEY CA 94710 COMM MGRDIRECTOR 2.00 5000 0 0 BROOKE S SEARS 127 UNIVERSITY AVE BERKELEY CA 94710 ADMIN OFFICERDIRECTOR 2.00 2000 0 0 CHARLES A JACKSON 127 UNIVERSITY AVE BERKELEY CA 94710 FINANCIAL MGRDIRECTOR 2.00 5000 0 0 BENJAMIN P JACKSON 127 UNIVERSITY AVE BERKELEY CA 94710 SECRETARYDIRECTOR 2.00 2000 0 0 NONE 0 NONE NA 0 7452021 487225 26030 7965276 0 7965276 119479 7845797 392290 392290 2574 2574 389716 389716 389716 448945 448945 389716 406063 448945 406063 42882 346834 PHILIP D JACKSON NONE ATTN PHILANTHROPY 18101 VON KARMAN AVE SUITE 750 IRVINE CA 92612 0000000000 FOUDNATIONSERVICES@FF-INC.COM THE FOUNDATION ACCEPTS APPLICATIONS ONLINE. GRANT-SEEKING ORGANIZATIONS CAN SUBMIT AN APPLICATION ONLINE THROUGH THE WEBSITE: HTTPS://PDJFF.ORG/CONNECT NONE 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. BOYS GIRLS CLUB OF THE FLATHEAD R PO BOX 334 SAINT IGNATIUS MT 59865 NONE PC GENERAL OPERATING SUPPORT 40000 CENTER FOR RESTORATIVE YOUTH JUSTIC 110 E IDAHO STREET KALISPELL MT 59901 NONE PC GENERAL OPERATING SUPPORT 25000 FIVE VALLEYS LAND TRUST INC 120 HICKORY STREET MISSOULA MT 59801 NONE PC GENERAL OPERATING SUPPORT 30000 FLATHEAD LAKERS INC PO BOX 70 POLSON MT 59860 NONE PC GENERAL OPERATING SUPPORT 20000 FLATHEAD WARMING CENTER INC PO BOX 7142 KALISPELL MT 59904 NONE PC GENERAL OPERATING SUPPORT 20000 GLACIER NATIONAL PARK CONSERVANCY 402 9TH STREET WEST COLUMBIA FALLS MT 59912 NONE PC GENERAL OPERATING SUPPORT 52000 MAKE IT HAPPEN INC PO BOX 3731 LEWISTOWN MT 59457 NONE PC GENERAL OPERATING SUPPORT 10000 ONE SPIRIT 521 KANSAS CITY STREET RAPID CITY SD 57701 NONE PC GENERAL OPERATING SUPPORT 40000 UNIVERSITY OF MONTANA FOUNDATION DB PO BOX 7159 MISSOULA MISSOULA MT 59807 NONE PC GENERAL OPERATING SUPPORT 50000 VITAL GROUND FOUNDATION INC 20 FORT MISSOULA ROAD MISSOULA MT 59804 NONE PC GENERAL OPERATING SUPPORT 15000 YOUTH HOMES PO BOX 7616 MISSOULA MT 59807 NONE PC GENERAL OPERATING SUPPORT 20000 COLD SPRING SCHOOL FOUNDATION 2243 SYCAMORE CANYON RD SANTA BARBARA CA 93108 NONE PC GENERAL OPERATING SUPPORT 2000 FOUNDATION FOR SANTA BARBARA HIGH S PO BOX 158 SANTA BARBARA CA 93102 NONE PC GENERAL OPERATING SUPPORT 2000 MARSHALL HIGH SCHOOL BOOSTERS CLUB 7731 LEESBURG PIKE FALLS CHURCH VA 22043 NONE PC GENERAL OPERATING SUPPORT 2000 PIEDMONT EDUCATIONAL FOUNDATION 401 HIGHLAND AVE STE A OAKLAND CA 94611 NONE PC GENERAL OPERATING SUPPORT 4000 PTA CALIFORNIA CONGRESS OF PARENTS 830 REGAL ROAD BERKELEY CA 94708 NONE PC GENERAL OPERATING SUPPORT 2000 RECTOR WARDENS VESTRYMEN OF ST MA 1031 BIENVENEDA AVE PACIFIC PALISADES CA 90272 NONE PC GENERAL OPERATING SUPPORT 4000 SANTA BARBARA MIDDLE SCHOOL 1321 ALAMEDA PADRE SERRA SANTA BARBARA CA 93103 NONE PC GENERAL OPEARTING SUPPORT 2000 STEP ONE SCHOOL 499 SPRUCE STREET BERKELEY CA 94708 NONE PC GENERAL OPERATING SUPPORT 2000 THE OCEAN CLEANUP NORTH PACIFIC FOU DEPT LA 24875 PASADENA CA 91185 NONE PC GENERAL OPERATING SUPPORT 10000 NATIVE ARTS AND CULTURES FOUNDATION 400 E EVERGREEN BLVD STE 101B VANCOUVER WA 98660 NONE PC GENERAL OPERATING SUPPORT 3000 SIMPLY THE BASICS 1768 HELANE COURT BENICIA CA 94510 NONE PC GENERAL OPERATING SUPPORT 1000 HOMELESS PRENATAL PROGRAM 2500 18TH STREET SAN FRANCISCO CA 94110 NONE PC GENERAL OPERATING SUPPORT 3000 ROOM TO READ 465 CALIFORNIA STREET STE 1000 SAN FRANCISCO CA 94104 NONE PC GENERAL OPERATING SUPPORT 3000 ECHO INC 7205 OLD KEENE MILL ROAD SPRINGFIELD VA 22150 NONE PC GENERAL OPERATING SUPPORT 5000 SHELTER HOUSE 12310 PINECREST ROAD STE 304 RESTON VA 20191 NONE PC GENERAL OPEARTING SUPPORT 5000 KINDLING FOUNDATION 1051 ANNERLEY ROAD OAKLAND CA 94610 NONE PC GENERAL OPERATING SUPPORT 10000 WILDERNESS YOUTH PROJECT 5386 HOLLISTER AVE SANTA BARBARA CA 93111 NONE PC GENERAL OPERATING SUPPORT 1500 TRANSITION HOUSE 425 E COTA ST SANTA BARBARA CA 93101 NONE PC GENERAL OPERATING SUPPORT 1000 STORYTELLER CHILDRENS CENTER 2121 DE LA VINA ST SANTA BARBARA CA 93105 NONE PC GENERAL OPERATING SUPPORT 1000 SANTA BARBARA RESCUE MISSION 535 E YANONALI ST SANTA BARBARA CA 93103 NONE PC GENERAL OPERATING SUPPORT 1000 MONTANA HUMAN RIGHTS NETWORK FOR AL 737 SPOKANE AVE WHITEFISH MT 59937 NONE PC GENERAL OPERATING SUPPORT 1500 CHANNEL ISLANDS YMCA FOR NOAHS ANC 310 W FIGUEROA ST SANTA BARBARA CA 93101 NONE PC GENERAL OPERATING SUPPORT 2000 HEAL THE OCEAN 1430 CHAPALA STREET SANTA BARBARA CA 93101 NONE PC GENERAL OPERATING SUPPORT 1000 WOMEN DONORS NETWORK PO BOX 2930 SAN FRANCISCO CA 94126 NONE PC GENERAL OPERATING SUPPORT 1000 GLACIER INSTITUTE PO BOX 1444 COLUMBIA FALLS MT 59912 NONE PC GENERAL OPERATING SUPPORT 10000 THUNDERHEART MEDIA PO BOX 187 GALLATIN GATEWAY MT 59730 NONE PC GENERAL OPERATING SUPPORT 5000 407000 BOYS GIRLS CLUB OF THE FLATHEAD R PO BOX 334 SAINT IGNATIUS MT 59865 NONE PC GENERAL OPEARTING SUPPORT 40000 FIVE VALLEYS LAND TRUST INC 120 HICKORY STREET MISSOULA MT 59801 NONE PC GENERAL OPERATING SUPPORT 30000 GLACIER NATIONAL PARK CONSERVANCY 402 9TH STREET WEST COLUMBIA FALLS MT 59912 NONE PC GENERAL OPERATING SUPPORT 60000 UNIVERSITY OF MONTANA FOUNDATION DB PO BOX 7159 MISSOULA MISSOULA MT 59807 NONE PC GENERAL OPERATING SUPPORT 100000 230000 14 230315 18 -168376 61939 61939 false false false false false false false false false false X X 1 PHILIP JACKSON PO BOX 646 LAKESIDE MT 59922 280739 X 1 AVAILABLE FOR SALE SECURITITES 280739 2022-12-31 ACCOUNTING FEES 5696 2848 0 2848 WEBSITE 2019-12-31 4000 3222 4 778 0 0 4000 THE MONTANA ATTONEY GENERAL DOES NOT REQUIRE A COPY OF FORM 990-PF TO BE FURNISHED BY THE FOUNDATION. MUTUAL FUNDS: BONDS 1019898 1019898 AVAILABLE FOR SALE SECURITITES 1653742 1653742 EXCHANGE TRADED FUNDS 1783698 1783698 MUTUAL FUNDS EQUITIES 1265200 1265200 322156 322156 PUBLICALLY TRADERD PARTNERSHIPS 200000 200000 INTANGIBLE ASSETS 4000 4000 0 0 UNREALIZED LOSSES ON INVESTMENTS 1613116 ADR FEES 23 0 0 23 ADVERTISING EXPENSE 164 0 0 164 LICENSES AND PERMITS 20 0 0 20 MEALS 7836 0 0 7836 BOARD EXPENSES 2298 0 0 2298 INVESTMENT MANAGEMENT FEES 39358 39358 0 0 PROCESSING FEES 126 126 0 0 FOREIGN TAX EXPENSE 2799 2799 0 0 FEDERAL EXCISE TAX 7637 0 0 7637