2022-06-20T10:48:06-04:00 2021-12-31 814663521 Davis & Brown CPAs PLLC 708 3RD AVE E Polson MT 59860 990PF 2021-01-01 822797338 PD JACKSON FAMILY FOUNDATION PDJA 18101 VON KARMAN AVE SUITE 750 IRVINE CA 92612 ELIZABETH JACKSON-PETTINE TREASURERDIREC 7035325079 2022-05-19 false ELIZABETH JACKSON-PETTINE XXX-XX-XXXX CODY L BROWN CPA P01862283 4068835269 2022-06-20 0 00 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 9305405 X X 155091 155091 414437 1415921 414437 45800 1 1 569529 569529 45800 10000 10000 18791 9396 9396 46361 46361 563 563 2494 2494 1631 298 298 79840 56618 22188 317416 317416 397256 56618 339604 172273 512911 45800 216885 137520 7673 5878371 6876034 6876034 2560097 2428593 2428593 4000 3222 2111 778 778 8657464 9450598 9305405 30390 30390 0 X 8627074 9450598 8627074 9450598 8657464 9450598 8627074 172273 654931 9454278 3680 9450598 PUBLICLY TRADED SECURITIES 845748 834295 11453 11453 PUBLICLY TRADED SECURITIES 437116 167189 269927 269927 TOTAL CAPITAL GAINS DISTRIBUTIONS 133057 133057 133057 414437 45800 7129 0 7129 0 7129 7673 7673 544 544 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 18101 VON KARMAN AVE SUITE 750 IRVINE CA 92612 PRESIDENTDIRECTOR 1.00 0 0 0 ELIZABETH JACKSON-PETTINE 18101 VON KARMAN AVE SUITE 750 IRVINE CA 92612 TREASURERDIRECTOR 2.00 2000 0 0 CHELSEA A SACHS 18101 VON KARMAN AVE SUITE 750 IRVINE CA 92612 COMM MGRDIRECTOR 2.00 2000 0 0 BROOKE S SEARS 18101 VON KARMAN AVE SUITE 750 IRVINE CA 92612 ADMIN OFFICERDIRECTOR 2.00 2000 0 0 CHARLES A JACKSON 18101 VON KARMAN AVE SUITE 750 IRVINE CA 92612 FINANCIAL MGRDIRECTOR 2.00 2000 0 0 BENJAMIN P JACKSON 18101 VON KARMAN AVE SUITE 750 IRVINE CA 92612 SECRETARYDIRECTOR 2.00 2000 0 0 NONE 0 NONE NA 0 8963368 178128 1445 9142941 0 9142941 137144 9005797 450290 450290 7129 7129 443161 443161 443161 339604 339604 443161 302506 339604 302506 37098 406063 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 GILRS CLUB OF THE FLATHEAD R PO BOX 334 RONAN MT 598640334 NONE PC GENERAL OPERATING SUPPORT 35000 CA COMMUNITY FOUNDATION WILFIRE RE 221 S FIGUEROA ST LOS ANGELES CA 90012 NONE PC GENERAL OPERATING SUPPORT 5000 CENTER FOR RESTORATIVE YOUTH JUSTIC 110 E IDAHO ST KALISPELL MT 599014012 NONE PC GENERAL OPERATING SUPPORT 20000 CHESAPEAK BAY FOUNDATION 6 HERNDON AVE ANNAPOLIS MD 21403 NONE PC GENERAL OPERATING SUPPORT 2000 COLD SPRING SCHOOL FOUNDATION 2243 SYCAMORE CANTON RD SANTA BARBARA CA 931081909 NONE PC GENERAL OPERATING SUPPORT 2000 EARTH ISLAND INSTITUTE 2150 ALLSTON WAY STE 460 BERKELEY CA 94704 NONE PC GENERAL OPERATING SUPPORT 20000 FIVE VALLEYS LAND TRUST INC 120 HICKORY ST STE B MISSOULA MT 59801 NONE PC GENERAL OPERATING SUPPORT 20000 FLATHEAD LAKERS INC PO BOX 70 POLSON MT 598600070 NONE PC GENERAL OPERATING SUPPORT 15000 FLATHEAD WARMING CENTER PO BOX 7142 KALISPELL MT 59904 NONE PC GENERAL OPERATING SUPPORT 10000 FOUNDATION FOR SANTA BARBARA HIGH S PO BOX 158 SANTA BARBARA CA 93102 NONE PC GENERAL OPERATING SUPPORT 2000 GLACIER NATIONAL PARK CONSERVANCY 402 9TH ST W COLUMBIA FALLS MT 59912 NONE PC GENERAL OPERATING SUPPORT 40000 JEWISH FAMILY COMMUNITY SERVS FOR 2484 SHATTUCK AVE STE 210 BERKELEY CA 94704 NONE PC GENERAL OPERATING SUPPORT 10000 MARSHALL HIGH SCHOOL BOOSTERS CLUB 7731 LEESBURG PIKE FALLS CHURCH VA 220432405 NONE PC GENERAL OPERATING SUPPORT 2000 NATIVE ARTS AND CULTYRES FOUNDATION 400 E EVERGREEN BLVD STE 101B VANCOUVER WA 98660 NONE PC GENERAL OPERATING SUPPORT 5000 NO ONE LEFT BEHIND PO BOX 3641 MERRIFIELD VA 22116 NONE PC GENERAL OPERATING SUPPORT 4000 OCEAN CLEANUP NORTH PACIFIC FOUNDAT 100 WALL ST 10TH FLOOR NEW YORK NY 100053727 NONE PC GENERAL OPERATING SUPPORT 1500 OCEAN CONSERVANCY 1300 19 ST NW PASADENA CA 911854875 NONE PC GENERAL OPERATING SUPPORT 1500 ONE SPIRIT 521 KANSAS CITY ST RAPID CITY SD 577013673 NONE PC GENERAL OPERATING SUPPORT 10000 PIEDMONT EDUCATION FOUNDATION 401 HIGHLAND AVE STE A OAKLAND CA 946114025 NONE PC GENERAL OPERATING SUPPORT 4000 PTA CALIFORNIA CONGRESS OF PARENTS 830 REGAK RD BERKELEY CA 947081308 NONE PC GENERAL OPERATING SUPPORT 2000 RECTOR WARDENS AND VESTRYMEN OF ST 1031 BIENVENEDA AVE PACIFIC PALISADES CA 902722314 NONE PC GENERAL OPERATING SUPPORT 4000 SANTA BARBARA MIDDLE SCHOOL 1321 ALAMEDA PADRE SERRA SANTA BARBARA CA 93103 NONE PC GENERAL OPERATING SUPPORT 2000 SANTA BARBARA RESCUE MISSION 535 E YANONALI ST SANTA BARBARA CA 93103 NONE PC GENERAL OPERATING SUPPORT 1000 SEA SHEPHERD PO BOX 8628 ALEXANDRIA VA 22306 NONE PC GENERAL OPERATING SUPPORT 10000 SHELTER HOUSE 12310 PINECREST RD STE 304 RESTON VA 20191 NONE PC GENERAL OPERATING SUPPORT 4000 STEP ONE SCHOOL 499 SPRUCE ST BERKELEY CA 947081242 NONE PC GENERAL OPERATING SUPPORT 2000 STORYTELLER CHILDRENS CENTER 2121 DE LA VINA ST SANTA BARBARA CA 93105 NONE PC GENERAL OPERATING SUPPORT 1000 TIPI RAISERS 7830 W ALAMEDA AVE STE 103-186 SANTA BARBARA CA 93105 NONE PC GENERAL OPERATING SUPPORT 1000 TRANSITION HOUSE 425 E COTA ST SANTA BARBARA CA 93101 NONE PC GENERAL OPERATING SUPPORT 3000 U OF M FOUNDATION DBA FLATHEAD BIOL PO BOX 7159 MISSOULA MT 59807 NONE PC GENERAL OPERATING SUPPORT 35416 VA CONGRESS OF PARENTS TEACHERS 2620 GALLOWS RD VIENNA VA 221807131 NONE PC GENERAL OPERATING SUPPORT 2000 VITAL GROUND FOUNDATION INC 20 FORT MISSOULA RD MISSOULA MT 59804 NONE PC GENERAL OPERATING SUPPORT 20000 WILDERNESS YOUTH PROJECT INC 5386 HOLLISTER AVENUE SANTA BARBARA CA 931112338 NONE PC GENERAL OPERATING SUPPORT 1000 YOUTH HOMES 550 N CALIFORNIA ST MISSOULA MT 59802 NONE PC GENERAL OPERATING SUPPORT 20000 317416 0 14 155091 18 414437 569528 569528 false false false false false false false false false false ACCOUNTING FEES 18791 9396 0 9396 WEBSITE 2019-12-31 4000 1889 4 1333 0 0 3222 THE MONTANA ATTORNEY GENERAL DOES NOT REQUIRE A COPY OF FORM 990-PF TO BE FURNISHED BY THE FOUNDATION. 81,419.834 SHS PIMCO INCM INST 926195 926195 42,451.904 SHS DOUBLELINE TOT 360444 360444 71,190.559 SHS HIGHLAND FIXED 0 0 28,896.141 SHS PGIM HIGH YIELD 0 0 6,705.904 SHS GUGGENHEIM FLOAT 168117 168117 73,887.514 SHS FIRST FOUNDATIO 973837 973837 CHARLES SCHWAB -SEE ATTACHMENT 2091227 2091227 4936 SHS ISHARES CORE S&P 500 2080630 2080630 19788 SHS ISHARES GOLD EFT 262920 262920 2484 SHS VANGUARD REAL ESTATE 288169 288169 14729988 SHS ABERDEEN EMERG 253945 253945 10853798 SHS ARTISAN FOCUS F 234551 234551 1250244 SHS COLUMBIA EMERGIN 215917 215917 10901338 SHS FRONTIER MFG CO 213230 213230 1441638 SHS JOHCM INTL 433501 433501 5327276 SHS MFS NEW DISCOVER 109476 109476 21044939 SHS PIMCO COMMODITY 133635 133635 1921269 SHS WASATCH SMALL CA 97581 97581 16663719 SHS WCM FOCUSED IN 461252 461252 INTANGIBLE ASSETS 4000 3222 778 778 PRIOR YEAR ADJUSTMENT 3680 ADR FEES 84 84 0 84 ADVERTISING EXPENSE 164 164 0 164 LICENSES AND PERMITS 20 20 0 20 DUES & SUBS 30 30 0 30 OTHER INCOME 1 1 0 UNREALIZED GAIN ON INVESTMENTS 654931 INVESTMENT MANAGEMENT FEES 46328 46328 0 0 PROCESSING FEES 33 33 0 0 FOREIGN TAX EXPENSE 563 563 0 0