2024-11-14T20:31:21-08:00 2023-12-31 371420474 Fontanello Duffield & Otake LLP 44 Montgomery Street Suite 1305 San Francisco CA 94104 990PF 2023-01-01 822797338 PD Jackson Family Foundation PDJA 5108414025 127 University Avenue Berkeley CA 94710 Elizabeth Jackson-Pettine Treasurer/Dir. 2024-11-14 true true Erik Satow P01410341 4159830200 2023 2024-10-15 13:58:12Z X X 8317404 X X 224340 224340 258989 1859264 258989 483329 483329 14000 14000 3871 1935 1936 46771 19271 27500 2747 173 12080 12080 284 76 208 79753 21455 55724 323000 323000 402753 21455 378724 80576 461874 1185434 128660 128660 3859 253381 2910 2910 322156 1086555 1086555 4702640 1741053 1741053 1019898 200000 5358226 5358226 7687368 8317404 8317404 4063 4903 4063 4903 X 7683305 8312501 7683305 8312501 7687368 8317404 7683305 80576 548620 8312501 8312501 Sales of Publicly Traded Securities P 2000-01-01 2023-12-31 1859264 1600275 258989 258989 258989 6420 6420 6420 4011 10000 14011 X 96 7495 7495 false false false false false false false true true MT false false false false false true https://pdjff.org Third Plateau 5108414025 127 University Avenue Berkeley CA 94710 false false false true true 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 5000 Chelsea A Sachs 127 University Avenue Berkeley CA 94710 Comm. MGR/Dir. 2.00 3000 Brooke S Sears 127 University Avenue Berkeley CA 94710 Adm. Off./Dir. 2.00 2000 Charles A Jackson 127 University Avenue Berkeley CA 94710 Financials 2.00 2000 Benjamin A Jackson 127 University Avenue Berkeley CA 94710 Secretary 2.00 2000 NONE NONE 7479750 420453 0 7900203 0 7900203 118503 7781700 389085 389085 6420 6420 382665 382665 382665 378724 378724 382665 344834 378724 344834 0 33890 348775 Philip Jackson PD Jackson Family Foundation 127 University Ave Berkeley CA 94710 5108414123 elena.cabot@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. Boys Girls Club of Flathead PO Box 334 Ronan MT 59864 N/A PC General Operating Support 40000 Center Restorative Youth Justice 110 East Idaho Street Kalispell MT 59901 N/A PC General Operating Support 30000 Cragmont Elementary 830 Regal Road Berkeley CA 94708 N/A PC General Operating Support 3000 Cragmont PTA 830 Regal Road Berkeley CA 94708 N/A PC General Operating Support 1000 Dorothy Day House Berkeley 1931 Center Street Berkeley CA 94704 N/A PC General Operating Support 3000 Five Valleys Land Trust 120 Hickory Street Suite B Missoula MT 59801 N/A PC General Operating Support 30000 Flathead Warming Center PO Box 7142 Kalispell MT 59904 N/A PC General Operating Support 25000 Foundation for Santa Barbara Hi PO Box 158 Santa Barbara CA 93102 N/A PC General Operating Support 2000 Glacier Conservancy 402 9th St W Columbia Falls MT 59912 N/A PC General Operating Support 30000 Homeless Prenatal Program 2500 18th Street San Francisco CA 94110 N/A PC General Operating Support 3000 INDIGENOUS 5201 Springlake Way Baltimore MD 21212 N/A PC General Operating Support 20000 Make It Happen PO Box 3731 Lewistown MT 59457 N/A PC General Operating Support 10000 Marshall High School PTSA 7731 Leesburg Pike Falls Church VA 22043 N/A PC General Operating Support 2000 Native Arts and Culture 1020 Southeast 7th Avenue Portland OR 97214 N/A PC General Operating Support 3000 Nature Conservancy of Virginia 652 Peter Jefferson Parkway Ste 190 Charlottesville VA 22911 N/A PC General Operating Support 5000 One Spirit 521 Kansas City Street Rapid City SD 57701 N/A PC Upkeep of the Allen Basketball Court 5000 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 Save the Waves Coalition 849 Almar Avenue Suite C 163 Santa Cruz CA 95060 N/A PC General Operating Support 5000 St Matthew's Parish School 1031 Bienvenida Avenue Pacific Palisades CA 90272 N/A PC General Operating Support 4000 Step One School 499 Spruce Street Berkeley CA 94708 N/A PC General Operating Support 1000 The Liv Project 745 Hollow Road Wayne PA 19087 N/A PC General Operating Support 20000 University of Montana PO Box 7159 Missoula MT 59807 N/A PC General Operating Support 50000 Vital Ground Foundation 20 Fort Missoula Rd Missoula MT 59804 N/A PC General Operating Support 20000 World Central Kitchen 200 Massachusetts Ave NW 7th Floor Washington DC 20001 N/A PC General Operating Support 5000 323000 14 224340 18 258989 483329 483329 false false false false false false false false false false Accounting Fees 3871 1935 0 1936 The Montana Attorney General does not require a copy of form 990-PF to be furnished by the Foundation. ALPHABET INC, 1,539 SHS 216891 216891 AMAZON, 860 SHS 130668 130668 AMG PANTHEON FUND, 7,306 SHS 168777 168777 AMPHENOL CORP, 262 SHS 25972 25972 AON PLC. 92 SHS 26774 26774 APPLIED MATERIALS, 373 SHS 60452 60452 ASTRAZENECA, 268 SHS 18117 18117 BERKSHIRE HATHAWAY, 245 SHS 87382 87382 BLACKSTONE INC, 148 SHS 19376 19376 BOLLORE SE, 3,455 SHS 21565 21565 BROOKFIELD CORP, 827 SHS 33179 33179 CANADIAN PACIFIC KANSA, 526 SHS 41586 41586 CARMAX, 258 SHS 19799 19799 CENCORA INC, 338 SHS 69418 69418 CHARLES SCHWAB, 624 SHS 42931 42931 CISCO SYSTEMS, 411 SHS 20764 20764 CME GROUP INC, 177 SHS 37276 37276 DANAHER CORP, 106 SHS 24522 24522 DIAGEO PLC, 144 SHS 20975 20975 DOMINOS PIZZA, 65 SHS 26795 26795 FORTREA HOLDINGS INC, 117 SHS 4083 4083 JPMORGAN CHASE, 146 SHS 24835 24835 KROGER CO, 393 SHS 17964 17964 LAB CO OF AMER, 117 SHS 26593 26593 LOWES COMPANIES INC, 228 SHS 50741 50741 MASTERCARD INC. 239 SHS 101936 101936 MGM RESORTS INTL, 427 SHS 19078 19078 MICROSOFT CORP, 449 SHS 168842 168842 PARKER-HANNIFAN CORP, 53 SHS 24417 24417 TEXAS INSTRUMENTS, 100 SHS 17046 17046 UBER TECHNOLOGIES, 1,023 SHS 62986 62986 UNITEDHEALTH GRP INC, 84 SHS 44224 44224 VERALTO CORP, 35 SHS 2879 2879 WALT DISNEY CO, 689 SHS 62210 62210 1086555 1086555 CLIFFWATER CORPORATE LEN, 21,495.73 SHS FMV 226565 226565 FIRST FOUNDATION FIXED, 34,932.15 SHS FMV 395083 395083 ABRDN EMERGING MKT, 11,458.88 SHS FMV 150455 150455 ARIEL FUND INSTITUTIONAL, 1,131.2 SHS FMV 77306 77306 COLUMBIA EMERGING MARKET, 12,502.44 SHS FMV 157656 157656 DODGE & COX INTERNATIONAL, 7,920.33 SHS FMV 389363 389363 JACKSON SQUARE SMID-CAP, 3,966.09 FMV 73571 73571 JOHCM INTERNATIONAL, 10,670.54 SHS FMV 247343 247343 MFS NEW DISCOVERY, 6,137.23 SHS FMV 108568 108568 WASATCH SMALL CAP GROWTH, 1,921.27 SHS FMV 70818 70818 ISHARES CORE S&P 500, 4,099 SHS FMV 1957805 1957805 JP MORGAN EQUITY PREMIUN, 7,219 SHS FMV 396901 396901 BUCHANAN MORTGAGE FUND, 200,000 SHS FMV 200000 200000 KAIROS CREDIT STRATEGIES, 10 SHS FMV 99978 99978 KIMPACT EVERGREEN REAL ESTATE, 131,871 S FMV 131871 131871 REDWOOD KAIROS REAL ESTATE, 108,558.74 S FMV 108559 108559 XEBEC LOGISTICS, 141 SHS FMV 416384 416384 BUCHANAN I&G FMV 150000 150000 Advertising Expense 188 188 Bank Fees 73 73 Licenses & Permits 20 20 Other Invesment Expenses 3 3 Foundation Management Fees 27500 0 0 27500 Investment Management Fees 19271 19271 0 0 Federal Excise Tax 2574 Foreign Taxes W/H 173 173