P D JACKSON FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: P D JACKSON FOUNDATION (EIN 82-2797338)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-11-08
IRS object ID: 202143129349102304
Schema version: 2020v4.1
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
Depreciation Schedule
Expln Of Non Filing With AG Stmt
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Land Etc Schedule2
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-11-08T17:45:40-06:00	ReturnTs
Tax Period End	2020-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	HOLTHOUSE CARLIN & VAN TRIGT LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3011 TOWNSGATE ROAD SUITE 400	AddressLine1Txt
City	WESTLAKE VILLAGE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91361	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2020-01-01	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)
In Care Of	% THE FOUNDATION	InCareOfNm
Business Name Control	PDJA	BusinessNameControlTxt
Phone	4068443389	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 646	AddressLine1Txt
City	LAKESIDE	CityNm
State Abbreviation	MT	StateAbbreviationCd
ZIP	59922	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	PHILIP D JACKSON	PersonNm
Person Title	PRESIDENT/DIRECTOR	PersonTitleTxt
Phone	8053748555	PhoneNum
Signature	2021-11-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	PHILIP D	PersonFirstNm
Person Last	JACKSON	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Stephanie Wilkinson	PreparerPersonNm
PTIN	P01231617	PTIN
Phone	8053748555	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$8,657,464	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	$3,932,551	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$174,636	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$149,748	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$1,964,201	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$5,504,190	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$2,043,865	CapGainNetIncmNetInvstIncmAmt
Other Income Net Invst Incm	$21,859	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$6,071,388	TotalRevAndExpnssAmt
Total Net Invst Incm	$2,215,472	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$13,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$13,000	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$10,600	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$5,300	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$5,300	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$22,452	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$22,452	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$1,386	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$1,386	TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss	$1,333	DeprecAndDpltnRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss	$731	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl	$731	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$225	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$225	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$49,727	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$29,138	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$19,256	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$202,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$202,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$252,227	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$29,138	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$221,756	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$5,819,161	ExcessRevenueOverExpensesAmt
Net Investment Income	$2,186,334	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$894,472	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$216,885	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$216,885	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$1,569,480	CorporateStockBOYAmt
Corporate Stock EOY	$5,878,371	CorporateStockEOYAmt
Corporate Stock EOYFMV	$5,878,371	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$1,709,940	CorporateBondsBOYAmt
Corporate Bonds EOY	$2,560,097	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$2,560,097	CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$4,000	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,889	LandBldgEquipAccumDeprecAmt
Land BOY	$3,444	LandBOYAmt
Land EOY	$2,111	LandEOYAmt
Land EOYFMV	$2,111	LandEOYFMVAmt
Total Assets BOY	$4,177,336	TotalAssetsBOYAmt
Total Assets EOY	$8,657,464	TotalAssetsEOYAmt
Total Assets EOYFMV	$8,657,464	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$4,177,336	RetainedEarningBOYAmt
Retained Earning EOY	$8,657,464	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$4,177,336	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$8,657,464	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$4,177,336	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$8,657,464	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$4,177,336	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$5,819,161	ExcessRevenueOverExpensesAmt
Subtotal	$9,996,497	SubtotalAmt
Other Decreases	$1,339,033	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$8,657,464	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	AcquiredAcquiredDt	SoldSoldDt
PUBLICLY TRADED SECURITIES	P	$3,012,390	$2,813,494	$198,896	$198,896
PUBLICLY TRADED SECURITIES	D	$2,306,877	$646,831	$1,660,046	$1,660,046
4,050 SHS MAGELLAN MIDSTREAM PARTNERS, L.P.	D	$180,787	$0	$180,787	$180,787	2005-12-27	2020-12-21
CAPITAL GAIN DIVIDENDS	P			$4,136
CAPITAL GAIN DIVIDENDS	P			$4,136
CAPITAL GAIN DIVIDENDS	P			$4,136

Field	Value	IRS element (for citing)
Capital Gain Net Income	$2,043,865	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$30,390	InvestmentIncomeExciseTaxAmt
Subtotal	$30,390	SubtotalAmt
Tax Based On Investment Income	$30,390	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$4,563	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$30,000	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$34,563	TotalPaymentsAndCreditsAmt
Overpayment	$4,173	OverpaymentAmt
Applied To ES Tax	$4,173	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	https://pdjff.org	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	THE FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
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	Yes (true)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
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 D JACKSON
PO BOX 646	LAKESIDE	MT	59922	PRESIDENT/DIRECTOR	1.0	$0	$0	$0
ELIZABETH JACKSON-PETTINE
PO BOX 646	LAKESIDE	MT	59922	TREASURER/DIRECTOR	2.0	$3,000	$0	$0
CHELSEA A SACHS
PO BOX 646	LAKESIDE	MT	59922	COMM. MGR/DIRECTOR	2.0	$3,000	$0	$0
BROOKE S SEARS
PO BOX 646	LAKESIDE	MT	59922	ADMIN. OFFICER/DIRECTOR	1.0	$2,000	$0	$0
CHARLES A JACKSON
PO BOX 646	LAKESIDE	MT	59922	FINANCIAL MGR/DIRECTOR	1.0	$2,000	$0	$0
BENJAMIN P JACKSON
PO BOX 646	LAKESIDE	MT	59922	SECRETARY/DIRECTOR	2.0	$3,000	$0	$0

Field	Value	IRS element (for citing)
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Field	Value	IRS element (for citing)
Summary Of Direct Chrtbl Acty		SummaryOfDirectChrtblActyGrp
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$6,921,777	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$825,230	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$7,747,007	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$7,747,007	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$116,205	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$7,630,802	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$381,540	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$381,540	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$30,390	TaxBasedOnInvestmentIncomeAmt
Total Tax	$30,390	TotalTaxAmt
Distributable Before Adj	$351,150	DistributableBeforeAdjAmt
Distributable Before Ded	$351,150	DistributableBeforeDedAmt
Distributable As Adjusted	$351,150	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$221,756	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$221,756	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$221,756	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$351,150	DistributableAsAdjustedAmt
Undistributed Income PY	$173,112	UndistributedIncomePYAmt
Prior Year1	2018	PriorYear1Yr
Prior Year2	2017	PriorYear2Yr
Prior Year3	2016	PriorYear3Yr
Excess Distribution Cyov Yr1	$0	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$221,756	QualifyingDistributionsAmt
Applied To Year1	$173,112	AppliedToYear1Amt
Applied To Current Year	$48,644	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Undistributed Income CY	$302,506	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$0	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

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	FIRST FOUNDATION 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 Email Address	foundationservices@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 (23 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
COLD SPRING SCHOOL FOUNDATION
2243 SYCAMORE CANYON ROAD	SANTA BARBARA	CA	93108	NONE	PC	GENERAL OPERATING SUPPORT	$4,000
GLACIER NATIONAL PARK CONSERVANCY
PO BOX 2749	COLUMBIA FALLS	MT	59912	NONE	PC	GENERAL OPERATING SUPPORT	$20,000
Boys & Girls Club of the Flathead Reservation
PO BOX 334	RONAN	MT	59864	NONE	PC	GENERAL OPERATING SUPPORT	$20,000
Cragmont School PTA
830 Regal Road	Berkeley	CA	94708	NONE	PC	GENERAL OPERATING SUPPORT	$2,000
Five Valleys Land Trust
120 Hickory Street Suite B	Missoula	MT	59801	NONE	PC	GENERAL OPERATING SUPPORT	$10,000
ST MATTHEW'S PARISH SCHOOL
1031 BIENVENEDA AVENUE	PACIFIC PALISADES	CA	90272	NONE	PC	GENERAL OPERATING SUPPORT	$4,000
PIEDMONT EDUCATIONAL FOUNDATION
401 HIGHLAND AVENUE	PIEDMONT	CA	94611	NONE	PC	GENERAL OPERATING SUPPORT	$4,000
Flathead Warming Center
PO Box 7142	Kalispell	MT	59904	NONE	PC	GENERAL OPERATING SUPPORT	$15,000
PTA Kilmer Middle School
8100 WOLFTRAP ROAD	VIENNA	VA	22182	NONE	PC	GENERAL OPERATING SUPPORT	$2,000
Food for Others Inc
2938 Prosperity Avenue	Fairfax	VA	22031	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
STENWOOD ELEMENTARY SCHOOL PTA
2620 GALLOWS ROAD	VIENNA	VA	22180	NONE	PC	GENERAL OPERATING SUPPORT	$2,000
Homeless Prenatal Program Inc
2500 18th Street	SAN FRANCISCO	CA	94110	NONE	PC	GENERAL OPERATING SUPPORT	$20,000
Hospice of Santa Barbara Inc
2050 Alameda Padre Serra Suite 100	SANTA BARBARA	CA	93103	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
Kalispell Heart Program
514 E Washington Street	Kalispell	MT	59901	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
Omega Institute For Holistic Studies Inc
150 Lake Drive	Rhinebeck	NY	12572	NONE	PC	GENERAL OPERATING SUPPORT	$25,000
CA Congress of Parents Teachers & Students Inc
2327 L Street	Sacramento	CA	95816	NONE	PC	GENERAL OPERATING SUPPORT	$2,000
Robin Hood Foundation
826 Broadway Suite 9th Floor	New York	NY	10003	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
SOME INC
71 O Street NW	Washington	DC	20001	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
The University of Montana Foundation
950 Arthur Avenue	Missoula	MT	59801	NONE	PC	GENERAL OPERATING SUPPORT	$7,500
United Way of Santa Barbara County Inc
320 Gutierrez Street	SANTA BARBARA	CA	93101	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
Whitefish Community Foundation Inc
PO Box 1060	Whitefish	MT	59937	NONE	PC	GENERAL OPERATING SUPPORT	$15,000
Earth Island Institute Inc
2150 Allston Way Suite 460	Berkeley	CA	94704	NONE	PC	GENERAL OPERATING SUPPORT	$10,000
Youth Homes
550 California Street	Missoula	MT	59802	NONE	PC	GENERAL OPERATING SUPPORT	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$202,500	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp
Int On Sav And Temp Cash Invst		IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$174,636	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Incm Part VII		OtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$1,964,201	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$2,138,837	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$2,138,837	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 D JACKSON	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 634	AddressLine1Txt
City	Lakeside	CityNm
State Abbreviation	MT	StateAbbreviationCd
ZIP	59922	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$3,932,551	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	2,441 SHS FIRST AMERICAN FINANCIAL CORPORATION SECURITIES 6,500 SHS ISHARES CORE S&P 500 ETF SECURIT	$2,311,132	2020-01-17
1	2,000 SHS ISHARES U.S. CONSUMER SERVICES ETF SECURITIES 4,050 SHS MAGELLAN MIDSTREAM PARTNERS, L.P.	$727,839	2020-01-17
1	1,629 SHS NORTHERN TRUST CORP SECURITIES 3,000 SHS PPG INDUSTRIES, INC. SECURITIES	$559,318	2020-01-17
1	1,500 SHS INVESCO QQQ TRUST SECURITIES	$334,262	2020-01-17

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$10,600	Amt
Net Investment Income	$5,300	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$5,300	DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

Field	Value	IRS element (for citing)
Property	WEBSITE	PropertyDesc
Acquired	2019-08-01	AcquiredDt
Cost Or Other Basis	$4,000	CostOrOtherBasisAmt
Prior Year Depreciation	$556	PriorYearDepreciationAmt
Computation Method	SL	ComputationMethodTxt
Life	3	LifeRt
Current Year Expense	$1,333	CurrentYearExpenseAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

Field	Value	IRS element (for citing)
Explanation	THE MONTANA ATTORNEY GENERAL DOES NOT REQUIRE THE FOUNDATION TO FURNISH A COPY OF THE FORM 990-PF.	ExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
19,134.2260 SHS BAIRD CORE PLU	$0	$0
57,137.5600 SHS EATON VANCE ST	$0	$0
100,941.8360 SHS LORD ABBETT S	$0	$0
81,419.8340 SHS PIMCO INCM INS	$985,994	$985,994
19,723.1170 SHS VIRTUS SEIX FL	$0	$0
42,451.9040 SHS DOUBLELINE TOT	$454,235	$454,235
71,190.5590 SHS HIGHLAND FIXED	$960,361	$960,361
28,896.1410 SHS PGIM HIGH YIEL	$159,507	$159,507

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
6,000 SHS WISDOMTREE US SMALL	$0	$0
4,936 SHS ISHARES CORE S&P 500	$1,852,925	$1,852,925
1,000 SHS ISHARE EDGE MSCI MIN	$0	$0
2,000 SHS SCHWAB FUNDAMENTAL	$0	$0
4,000 SHS SCHWAB US BROAD MKT	$0	$0
5,000 SHS SCHWAB US DIVIDEND	$0	$0
2,000 SHS SELECT STR FINANCIAL	$0	$0
2,000 SHS VANGUARD FTSE ALL	$0	$0
2,500 SHS VANGUARD SMALL CAP	$0	$0
2,000 SHS WISDOMTREE US MIDCAP	$0	$0
CHARLES SCHWAB - SEE STATEMENT	$1,754,556	$1,754,556
19,788 SHS ISHARES GOLD ETF	$358,756	$358,756
2,484 SHS VANGUARD REAL ESTATE	$210,966	$210,966
13,159.5760 SHS ABERDEEN EMERG	$267,403	$267,403
9,323.5140 SHS ARTISAN FOCUS A	$189,734	$189,734
14,040.4800 SHS COLUMBIA EMERG	$265,365	$265,365
10,614.6090 SHS FRONTIER MFG C	$187,560	$187,560
13,118.1310 SHS JOHCM INTERNAT	$396,955	$396,955
15,925.3110 SHS WCM FOCUSED IN	$394,151	$394,151

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

Field	Value	IRS element (for citing)
Category Or Item	WEBSITE	CategoryOrItemTxt
Cost Or Other Basis	$4,000	CostOrOtherBasisAmt
Accumulated Depreciation	$1,889	AccumulatedDepreciationAmt
Book Value	$2,111	BookValueAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED LOSS ON INVESTMENTS	Desc
Amt	$1,339,033	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES	$15	$15
POSTAGE	$11	$11
ADVERTISING EXPENSE	$144	$144
PROCESSING FEES	$35	$35
LICENSES & PERMITS	$20	$20

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDesc	Net Investment IncomeNetInvestmentIncomeAmt
MAGELLAN MIDSTREAM PARTNERS, LP
PARTNERSHIP INCOME	$5
MAGELLAN MIDSTREAM PARTNERS, LP
PTP DISPOSAL ORDINARY GAIN	$21,854

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT MANAGEMENT FEES	CategoryTxt
Amt	$22,452	Amt
Net Investment Income	$22,452	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAXES	CategoryTxt
Amt	$1,386	Amt
Net Investment Income	$1,386	NetInvestmentIncomeAmt

P D JACKSON FOUNDATION: Form 990PF, tax year 2020

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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