2021-11-09T09:14:03-06:00 2020-12-31 FOUNDATION SOURCE ONE HOLLOW LN STE 212 LAKE SUCCESS NY 11042 990PF 2020-01-01 463772325 The Brad & Jill Jackson Family Foundation % Foundation Source BRAD 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 JILL JACKSON PRESIDENT 8008391754 2021-11-02 true JILL JACKSON 999009999 Jeffrey D Haskell P01345770 8008391754 2020 2022-09-23 18:48:47Z X 941919 X 397839 256 256 10416 10167 149290 656744 173061 557801 183484 0 7046 7046 613 7525 7525 15184 7046 7525 450000 450000 465184 7046 457525 92617 176438 20424 131344 131344 668286 649983 810575 688710 781327 941919 0 0 X 688710 781327 688710 781327 688710 781327 688710 92617 781327 781327 Publicly-traded Securities 656744 483683 173061 173061 173061 2452 2452 2452 500 0 2010 2510 X 58 58 false false false false false false true true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Brad Jackson Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec, Treas 1.0 0 0 0 Jill Jackson Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir 1.0 0 0 0 769828 63415 0 833243 0 833243 12499 820744 41037 41037 2452 2452 38585 38585 38585 457525 0 0 0 0 457525 0 457525 38585 2018 2017 2016 853 6405 111459 118717 457525 38585 418940 537657 0 853 536804 6405 111459 418940 Brad Jackson Jill Jackson X FIDELITY INVESTMENTS CHARITABLE GIFT FUND PO BOX 770001 CINCINNATI OH 45277 N/A PC The Palouse Club 25000 UNIVERSITY CHILD DEVELOPMENT SCHOOL 5062 9TH AVE NE SEATTLE WA 98105 N/A PC UCDS Campaign 150000 UNIVERSITY CHILD DEVELOPMENT SCHOOL 5062 9TH AVE NE SEATTLE WA 98105 N/A PC General & Unrestricted 275000 450000 14 256 14 10416 18 149290 159962 159962 false false false false false false false false false false X X 1 Jackson Jill 3835 W Mercer Way Mercer Island WA 98040 397839 X 1 TESLA MOTORS INC TSLA, 100 sh. 66245 2020-12-29 1 AMAZON COM AMZN, 100 sh. 331594 2020-12-29 AMAZON COM 331594 325692 BARON EMERGING MARKETS FUND 4338 7118 CALVERT EMERGING MARKETS EQUIT 7000 7141 DOUBLELINE TOTAL RETURN BOND 18096 18317 GW&K SMALL CAP EQUITY FUND 17963 19266 INFINITY Q DIVERSIFIED ALPHA F 13763 13827 ISHARES CURRENCY HEDGED MSCI E 8690 9720 ISHARES RUSSELL 2000 12351 12940 ISHARES S&P 500 INDEX FD 40974 56309 ISHARESLEHMAN 7-10YR 9090 9116 JPMORGAN CORE PLUS BOND FUND 32661 34262 MICROSOFT CORP 59615 190169 PIMCO INCOME FUND 6979 7008 SCOUT MID CAP 13665 17334 TESLA MOTORS INC 66245 70567 WCM FOCUSED INTL GROWTH FUNDS 6959 11789 As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2020, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $450,000. This amount represents 25% or more of the Foundation's net assets of $880,575 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2020. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein. Administrative Fees 7500 7500 State or Local Filing Fees 25 25 Investment Management Services 7046 7046 990-PF Estimated Tax for 2020 500 990-PF Extension for 2019 113