2020-07-15T11:07:23-05:00 2019-12-31 HOLTHOUSE CARLIN & VAN TRIGT LLP 3011 TOWNSGATE ROAD SUITE 400 WESTLAKE VILLAGE CA 91361 990PF 2019-01-01 822797338 PD JACKSON FAMILY FOUNDATION % THE FOUNDATION PDJA 4068443389 PO BOX 646 LAKESIDE MT 59922 PHILIP D JACKSON PRESIDENT/DIRECTOR 8053748555 2020-07-15 true Stephanie Wilkinson P01231617 8053748555 162.194.55.73 95206420201975000013 2020-07-15 P 90331CCEAFC60F326565BB1C5ED9309C3CB327EB 3DE82CF03C4C669F244574ECA69CF31BB07201F8 2019 2021-04-22 16:20:28Z X X 4177336 X 0 X 122039 122039 2092 40243 35221 124131 157260 11050 11050 514 0 0 514 14018 7009 0 7009 12378 12378 17500 556 2571 2571 108 108 58695 19387 0 21252 79200 79200 137895 19387 0 100452 -13764 137873 943480 894472 894472 1311511 1569480 1569480 1615164 1709940 1709940 4000 556 3444 3444 3870155 4177336 4177336 0 0 X 3870155 4177336 3870155 4177336 3870155 4177336 3870155 -13764 320945 4177336 4177336 200 SHS HOME DEPOT INC. D 2009-07-24 2019-05-01 40243 5022 35221 35221 35221 false 95669 3611506 0.02649 0 670150 0.0 0.02649 0.013245 4049676 53638 1379 55017 100452 X 1379 1379 1379 5942 5942 4563 4563 false false false false false false false true true MT false false false false false true https://pdjff.org THE FOUNDATION 4068443389 PO BOX 646 LAKESIDE MT 59922 false false false false true false false false false false false false false false false false false false false false false false PHILIP D JACKSON PO BOX 646 LAKESIDE MT 59922 PRESIDENT/DIRECTOR 0.1 0 0 0 ELIZABETH JACKSON-PETTINE PO BOX 646 LAKESIDE MT 59922 TREASURER/DIRECTOR 1.5 2300 0 0 CHELSEA A SACHS PO BOX 646 LAKESIDE MT 59922 COMM. MGR/DIRECTOR 1.0 2000 0 0 BROOKE S SEARS PO BOX 646 LAKESIDE MT 59922 ADMIN. OFFICER/DIRECTOR 1.0 2000 0 0 CHARLES A JACKSON PO BOX 646 LAKESIDE MT 59922 FINANCIAL MGR/DIRECTOR 1.0 2000 0 0 BENJAMIN P JACKSON PO BOX 646 LAKESIDE MT 59922 SECRETARY/DIRECTOR 2.0 2750 0 0 0 0 3155318 956028 0 4111346 0 4111346 61670 4049676 202484 202484 1379 1379 201105 201105 201105 100452 0 0 0 0 100452 1379 99073 201105 72459 2017 2016 2015 0 0 100452 72459 27993 0 0 0 0 173112 0 0 PHILIP D JACKSON NONE PD JACKSON FAMILY FOUNDATION PO BOX 646 LAKESIDE MT 59922 info@pdjff.org 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. COLD SPRING SCHOOL FOUNDATION 2243 SYCAMORE CANYON ROAD SANTA BARBARA CA 93108 NONE PC GENERAL OPERATING SUPPORT 4000 GLACIER NATIONAL PARK CONSERVANCY PO BOX 2749 COLUMBIA FALLS MT 59912 NONE PC GENERAL OPERATING SUPPORT 16200 NATIVE PRIDE PO BOX 471 CORRALES NM 87048 NONE PC GENERAL OPERATING SUPPORT 10000 FLATHEAD LAKERS INC 213 1ST STREET W 208 PO BOX 70 POLSON MT 59860 NONE PC GENERAL OPERATING SUPPORT 10000 CENTER FOR RESTORATIVE YOUTH JUSTICE 29 3RD STREET EAST KALISPELL MT 59901 NONE PC GENERAL OPERATING SUPPORT 15000 ST MATTHEW'S PARISH SCHOOL 1031 BIENVENEDA AVENUE PACIFIC PALISADES CA 90272 NONE PC GENERAL OPERATING SUPPORT 4000 PIEDMONT EDUCATIONAL FOUNDATION 401 HIGHLAND AVENUE PIEDMONT CA 94611 NONE PC GENERAL OPERATING SUPPORT 4000 STEP ONE SCHOOL 499 SPRUCE STREET BERKELEY CA 94708 NONE PC GENERAL OPERATING SUPPORT 2000 PTA Kilmer Middle School 8100 WOLFTRAP ROAD VIENNA VA 22182 NONE PC GENERAL OPERATING SUPPORT 1000 SANTA BARBARA EDUCATION FOUNDATION 1330 STATE STREET 201 SANTA BARBARA CA 93101 NONE PC GENERAL OPERATING SUPPORT 2000 STENWOOD ELEMENTARY SCHOOL PTA 2620 GALLOWS ROAD VIENNA VA 22180 NONE PC GENERAL OPERATING SUPPORT 1000 GIVE POWER FOUNDATION 500 2ND STREET 1ST FLOOR SAN FRANCISCO CA 94107 NONE PC GENERAL OPERATING SUPPORT 10000 79200 14 122039 18 2092 124131 124131 false false false false false false false false false false ACCOUNTING FEES 14018 7009 7009 WEBSITE 2019-08-01 4000 SL 3 556 THE MONTANA ATTORNEY GENERAL DOES NOT REQUIRE THE FOUNDATION TO FURNISH A COPY OF THE FORM 990-PF. 19,134.2260 SHS BAIRD CORE PLU 221192 221192 57,137.5600 SHS EATON VANCE ST 461100 461100 100,941.8360 SHS LORD ABBETT S 424965 424965 36,296.4340 SHS PIMCO INCM INS 437009 437009 19,723.1170 SHS VIRTUS SEIX FL 165674 165674 6,000 SHS WISDOMTREE US SMALL 172080 172080 200 SHS HOME DEPOT INC 0 0 1,000 SHS ISHARE EDGE MSCI MIN 74540 74540 2,000 SHS SCHWAB FUNDAMENTAL 66500 66500 4,000 SHS SCHWAB US BROAD MKT 307520 307520 5,000 SHS SCHWAB US DIVIDEND 289600 289600 2,000 SHS SELECT STR FINANCIAL 61560 61560 2,000 SHS VANGUARD FTSE ALL 107500 107500 2,500 SHS VANGUARD SMALL CAP 414100 414100 2,000 SHS WISDOMTREE US MIDCAP 76080 76080 WEBSITE 4000 556 3444 LEGAL FEES 514 514 BANK FEES 15 15 POSTAGE 93 93 UNREALIZED GAIN ON INVESTMENTS 320945 INVESTMENT MANAGEMENT FEES 12378 12378 FEDERAL EXCISE TAX 17500