2025-11-05T10:54:19-08:00 2024-12-31 371420474 Fontanello Duffield & Otake LLP 111 Pine Street Suite 1750 San Francisco CA 94111 990PF 2024-01-01 822797338 PD Jackson Family Foundation PDJA 5108414025 127 University Avenue Berkeley CA 94710 Philip Jackson President/Dir. 2025-11-05 true true Erik Satow P01410341 4159830200 2024 2025-03-06 01:10:19Z X 7879292 X X 227741 227741 1602580 10059496 1602580 5710 38814 1836031 1869135 860 1700 60562 6562 54000 6535 19 7180 7180 4460 2990 1470 79597 9571 64350 457000 457000 536597 9571 521350 1299434 1859564 128660 1154731 1154731 2910 6394 6394 1086555 159194 159194 1741053 4386194 4386194 548780 548780 5358226 1623999 1623999 8317404 7879292 7879292 4903 4903 0 X 8312501 7879292 8312501 7879292 8317404 7879292 8312501 1299434 9611935 1732643 7879292 Sales of Publicly Traded Securities P 2000-01-01 2024-12-31 10059496 8456916 1602580 1602580 1602580 25848 25848 25848 4747 30000 34747 X 51 8848 8848 false false false false false true true false true true false false false false false true https://pdjff.org Third Plateau 5108414025 127 University Avenue Berkeley CA 94710 false false false true false false false false false false false false false false false false false false false false false false Philip Jackson 127 University Avenue Berkeley CA 94710 President/Dir. 1.00 0 Elizabeth Jackson-Pettine 127 University Avenue Berkeley CA 94710 Treasurer/Dir. 2.00 0 Chelsea A Sachs 127 University Avenue Berkeley CA 94710 Comm. MGR/Dir. 2.00 0 Brooke S Sears 127 University Avenue Berkeley CA 94710 Adm. Off./Dir. 2.00 0 Charles A Jackson 127 University Avenue Berkeley CA 94710 Financials 2.00 0 Benjamin P Jackson 127 University Avenue Berkeley CA 94710 Secretary 2.00 0 NONE Third Plateau 127 University Avenue Berkeley CA 94710 Fdn Mgmt 54000 6879306 1357398 0 8236704 0 8236704 123551 8113153 405658 405658 25848 25848 379810 2000 381810 381810 521350 521350 381810 3941 521350 3941 0 381810 135599 135599 0 135599 135599 Philip Jackson PD Jackson Family Foundation 127 University Ave Berkeley CA 94710 5108414123 amanda@thirdplateau.com The Foundation accepts applications online. Grant-seeking organizations can submit an application online through the website: https://pdjff.org/connect August 30,2024 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. Center Restorative Youth Justice 110 East Idaho Street Kalispell MT 59901 N/A PC General Operating Support 25000 Cragmont PTA 830 Regal Road Berkeley CA 94708 N/A PC General Operating Support 4000 Five Valleys Land Trust 120 Hickory Street Suite B Missoula MT 59801 N/A PC General Operating Support 10000 Flathead Warming Center PO Box 7142 Kalispell MT 59904 N/A PC General Operating Support 75000 Foundation for Santa Barbara Hi 700 East Anapamu Street Santa Barbara CA 93103 N/A PC General Operating Support 4000 Glacier National Park Conservancy 402 9th St W Columbia Falls MT 59912 N/A PC General Operating Support 50000 Homeless Prenatal Program 2500 18th Street San Francisco CA 94110 N/A PC General Operating Support 5000 Marshall High School PTSA 7731 Leesburg Pike Falls Church VA 22043 N/A PC General Operating Support 3000 Native Arts and Culture 1020 SE 7th Avenue Unit 14460 Portland OR 97214 N/A PC General Operating Support 5000 Nature Conservancy of Virginia 4245 Fairfax Drive Arlington VA 22203 N/A PC General Operating Support 7500 Piedmont Education Foundation 401 Highland Avenue Piedmont CA 94611 N/A PC General Operating Support 4000 Santa Barbara Middle School 1321 Alameda Padre Serra Santa Barbara CA 93103 N/A PC General Operating Support 2000 St Matthew's Parish School 1031 Bienvenida Avenue Los Angeles CA 90272 N/A PC General Operating Support 4000 University of Montana Foundation PO Box 7159 Missoula MT 59807 N/A PC Flathead Lake Bio Station 125000 Vital Ground Foundation 20 Fort Missoula Rd Missoula MT 59804 N/A PC General Operating Support 10000 After-School All-Stars 6420 Wilshire Boulevard Suite 1250 Los Angeles CA 90048 N/A PC General Support 5000 American Red Cross 1300 28th Street South Great Falls MT 59405 N/A PC To support American Red Cross of Montana Crisis Response program 10000 Ecology Project International 315 South 4th Street East Missoula MT 59801 N/A PC Yellowstone General Operating Support 10000 ExtraFood 907 Sir Francis Drake Boulevard Kentfield CA 94904 N/A PC General Operating Support 5000 Friends of the Children - Western M 400 W Broadway Suite 101 PMB 116 Missoula MT 59802 N/A PC General Operating Support 10000 George C Marshall Band Parents Orga 7731 Leesburg Pike Falls Church VA 22043 N/A PC To Support the Marshall High Band 1000 Heal the Ocean PO Box 90106 Santa Barbara CA 93101 N/A PC General Operating Support 5000 Home ReSource 1515 Wyoming Street Missoula MT 59801 N/A PC General Operating Support 10000 Miriam's Kitchen Inc 2401 Virginia Ave NW Washington DC 20037 N/A PC General Operating Support 7500 Noah's Arc Foundation 7475 Wisconsin Avenue Suite 1100 Bethesda MD 20814 N/A PC General Operating Support 10000 People Assisting The Homeless 340 N Madison Avenue Los Angeles CA 90004 N/A PC General Operating Support 5000 Players Philanthropy Fund 1122 Kenilworth Drive Suite 201 Towson MD 21204 N/A PC Support LOVB Foundation 5000 Reproductive Freedom for All Founda 1725 Eye St NW Suite 900 Washington DC 20006 N/A PC General Operating Support 5000 Standing Together to End Sexual Ass 433 East Canon Perdido Street Santa Barbara CA 93101 N/A PC General Operating Support 5000 The Sarara Foundation 1031 33rd St Denver CO 80205 N/A PC General Operating Support 10000 Unreserved PO Box 3731 Lewistown MT 59457 N/A PC General Operating Support 10000 WILD Foundation 717 Poplar Avenue Boulder CO 80304 N/A PC General Operating Support 10000 457000 14 227741 18 1602580 Partnership Income 901101 -23345 18 23345 Refunds 3710 Returned Grant 2000 -23345 1853666 5710 1836031 11b Refund of expenses incurred in the operation of the Foundation 11c Returned Grant false false false false false false false false false false Accounting Fees 860 0 0 1700 The Montana Attorney General does not require a copy of form 990-PF to be furnished by the Foundation. Abbvie Inc 19428 19428 Air Products & Chem 19540 19540 American Express 25310 25310 AT&T Inc 25095 25095 Canadian Imperial Bank 24492 24492 Citigroup Inc 25136 25136 Comcast Corp 28984 28984 Equinix Inc 18014 18014 Extra Space Storage 24757 24757 General Motors Finl 25374 25374 Global Payments Inc 21996 21996 Intel Corp 22757 22757 JP Morgan Chase & Co 25011 25011 Morgan Stanley 15791 15791 Nextera Energy 22646 22646 Pacific Gas & Electric 25668 25668 Pfizer Inc 22424 22424 Southern Cal Edison 31297 31297 T-Mobile Inc 24422 24422 Verizon Communications 19289 19289 Vici Properties 24342 24342 WEC Energy Group Inc 25012 25012 Wells Fargo & Co 24950 24950 Accrued Income 7045 7045 See Stock Statement 4386194 4386194 159194 159194 Cliffwater Corporate Lend FMV 234726 234726 Buchanan Mortgage Fund FMV 200000 200000 Kairos Credit Strategies FMV 99689 99689 Kimpact Evergreen RE FMV 127779 127779 Redwood Kairos RE FMV 100389 100389 Xebec Logistics FMV 364200 364200 Buchanan I&G FMV 150000 150000 CCM Community Impact Bond Fund FMV 101588 101588 RBC Bluebay High Yield Bd FMV 245628 245628 Advertising Expense 188 188 Bank Fees 45 45 Computer Expenses 1282 1282 Other Investment Expenses 2945 2945 Refunds 3710 Returned Grant 2000 Foundation Management Fees 54000 0 0 54000 Investment Management Fees 6562 6562 0 0 Federal Excise Tax 6516 Foreign Taxes W/H 19 19