Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
The Jackman Family Foundation
 
% c/o Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside RdSuite 123Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

20-4702478
B Telephone number (see instructions)

(800) 839-1754
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,951,396
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 500,000
2 Check bullet
3 Interest on savings and temporary cash investments 1,208 1,208  
4 Dividends and interest from securities...... 47,265 47,265  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 149,521
b Gross sales price for all assets on line 6a 689,374
7 Capital gain net income (from Part IV, line 2)... 149,521
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 697,994 197,994  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 21,406 21,406    
17 Interest...............        
18 Taxes (attach schedule) (see instructions) 4,387 1,794    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 20,713 402   20,311
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 46,506 23,602   20,311
25 Contributions, gifts, grants paid........ 186,481 186,481
26 Total expenses and disbursements. Add lines 24 and 25 232,987 23,602   206,792
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 465,007
b Net investment income (if negative, enter -0-) 174,392
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 1,352,249 1,648,300 1,648,300
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 1,617,188 Click to see attachment1,786,144 2,303,096
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,969,437 3,434,444 3,951,396
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 2,969,437 3,434,444
30 Total net assets or fund balances (see page 17 of the
instructions).................... 2,969,437 3,434,444
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 2,969,437 3,434,444
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 2,969,437
2 Enter amount from Part I, line 27a..................... 2 465,007
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 3,434,444
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 3,434,444
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 689,374   539,853 149,521
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       149,521
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 149,521
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . .
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 196,594 2,778,185 0.070763
2011 138,295 1,922,020 0.071953
2010 193,124 1,798,115 0.107404
2009 256,872 1,735,745 0.147989
2008 94,765 2,176,670 0.043537
2 Total of line 1, column (d) ...................... 2 0.441646
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
. . .
3 0.088329
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 3,689,290
5 Multiply line 4 by line 3....................... 5 325,871
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,744
7 Add lines 5 and 6......................... 7 327,615
8 Enter qualifying distributions from Part XII, line 4.............. 8 206,792
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 3,488
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 3,488
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,488
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 1,500
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 1,988
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,488
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDE
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletco Foundation Source Telephone no.bullet (800) 839-1754
    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    Deborra-Lee Furness VP / Dir
    1.0
    0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Hugh Jackman Pres / Dir / Sec
    1.0
    0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    184,465
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    3,488
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,488
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    180,977
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    180,977
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    180,977
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2012
    (c)
    2012
    (d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 180,977
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only.......  
    b Total for prior years:2011, 2010, 2009  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009....... 65,336
    c From 2010....... 104,216
    d From 2011....... 42,734
    e From 2012....... 59,109
    fTotal of lines 3a through e......... 271,395
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 206,792
    a Applied to 2012, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......
     
    c Treated as distributions out of corpus (Election
    required—see instructions).........
     
    d Applied to 2013 distributable amount..... 180,977
    e Remaining amount distributed out of corpus 25,815
    5 Excess distributions carryover applied to 2013.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 297,210
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............
     
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......
    297,210
    10 Analysis of line 9:
    a Excess from 2009.... 65,336
    b Excess from 2010.... 104,216
    c Excess from 2011.... 42,734
    d Excess from 2012.... 59,109
    e Excess from 2013.... 25,815
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    DEBORRA-LEE FURNESS
    HUGH JACKMAN
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ACADEMY OF TELEVISION ARTS & SCIENCES FOUNDATION
    5220 LANKERSHIM BLVD
    NORTH HOLLYWOOD,CA91601
    N/A PC General & Unrestricted 1,000
    AIDS PROJECT LOS ANGELES INC
    611 S KINGSLEY DR
    LOS ANGELES,CA90005
    N/A PC General & Unrestricted 500
    BABY BUGGY INC
    520 8TH AVE 8TH FL
    NEW YORK,NY10018
    N/A PC General & Unrestricted 1,000
    BROADWAY HOUSING COMMUNITIES INC
    583 RIVERSIDE DR
    NEW YORK,NY10031
    N/A PC 2013 Thanksgiving Feast Fund 1,000
    CAMBODIAN CHILDREN'S FUND
    2461 SANTA MONICA BLVD STE 83
    SANTA MONICA,CA90404
    N/A PC monthly sponsorship of RATANA Program 1,200
    CENTRAL PARK CONSERVANCY INC
    14 E 60TH ST FL 8
    NEW YORK,NY10022
    N/A PC Conservators Program 1,000
    CHABADS CHILDREN OF CHERNOBYL
    675 3RD AVE STE 3210-24
    NEW YORK,NY10017
    N/A PC General & Unrestricted 1,000
    CHILDRENS HEALTHCARE OF ATLANTA INC
    PARK N 1577 NE EXPY STE A
    ATLANTA,GA30329
    N/A PC General & Unrestricted 10,000
    COLUMBIA UNIVERSITY
    622 W 113TH ST MC4523
    NEW YORK,NY10025
    N/A PC Bone Marrow and Blood Diseases Fund 10,000
    DAVID LYNCH FOUNDATION FOR CONSCIOUSNESS-BASED EDU
    1000 N 4TH ST
    FAIRFIELD,IA52557
    N/A SO III FI General & Unrestricted 5,000
    DETROIT RESCUE MISSION MINISTRIES GENESIS HOUSE I
    PO BOX 312087
    DETROIT,MI48231
    N/A PC S.A.Y. Detroit Radiothon Program 5,000
    EDITH COWAN UNIVERSITY OFFICE OF ADVANCEMENT
    270 JOONDALUP DR
    JOONDALUP   WA 6027
    AS
    N/A Other Expenditure Responsibility Grant 15,521
    EVERY MOTHER COUNTS
    805 15TH ST NW STE 700
    WASHINGTON,DC20005
    N/A PC General & Unrestricted 1,000
    GABRIELLES ANGEL FOUNDATION FOR CANCER RESEARCH IN
    14 PENN PLZ STE 1704
    NEW YORK,NY10122
    N/A PC Charitable Event 10,000
    GEFFEN PLAYHOUSE INC
    10886 LE CONTE AVE
    LOS ANGELES,CA90024
    N/A PC General & Unrestricted 5,000
    GRACIE MANSION CONSERVANCY
    88TH ST AT E END AVE
    NEW YORK,NY10128
    N/A PC General & Unrestricted 2,500
    HETRICK-MARTIN INSTITUTE INC
    2 ASTOR PL FL 3
    NEW YORK,NY10003
    N/A PC General & Unrestricted 60
    HIGH PEAKS HOSPICE AND PALLIATIVE CARE INC
    PO BOX 840
    SARANAC LAKE,NY12983
    N/A PC General & Unrestricted 200
    JOYFUL HEART FOUNDATION
    32 W 22ND ST FL 4
    NEW YORK,NY10010
    N/A PC General & Unrestricted 10,000
    LUPUS LA
    8721 SUNSET BLVD STE 208
    LOS ANGELES,CA90069
    N/A PC General & Unrestricted 2,000
    MELANOMA RESEARCH FOUNDATION
    1411 K ST NW STE 800
    WASHINGTON,DC20005
    N/A PC Charitable Event 1,000
    MOTION PICTURE AND TELEVISION FUND
    23388 MULHOLLAND DR STE 220
    WOODLAND HILLS,CA91364
    N/A PC General & Unrestricted 10,000
    NATIONAL PARKS CONSERVATION ASSOCIATION
    777 6TH ST NW STE 700
    WASHINGTON,DC20001
    N/A PC General & Unrestricted 500
    NEW YORK AND PRESBYTERIAN HOSPITAL
    525 E 68TH ST BOX 123
    NEW YORK,NY10065
    N/A PC Youth Anxiety Center 15,000
    NEW YORK CITY POLICE FOUNDATION INC
    555 5TH AVE 15TH FL
    NEW YORK,NY10017
    N/A PC General & Unrestricted 1,000
    NEW YORKERS FOR CHILDREN INC
    450 7TH AVE STE 403
    NEW YORK,NY10123
    N/A PC Sponsor a student in foster care to participate in NYFC Guardian Scholars Program 10,000
    OPERATION OF HOPE WORLDWIDE
    20911 AVENIDA AMAPOLA
    LAKE FOREST,CA92630
    N/A PC General & Unrestricted 2,000
    RAINCATCHER INC
    28990 PCH STE 109
    MALIBU,CA90265
    N/A PC General & Unrestricted 10,000
    RUBIN MUSEUM OF ART
    150 W 17TH ST
    NEW YORK,NY10011
    N/A PC General & Unrestricted 2,000
    RUBIN MUSEUM OF ART
    150 W 17TH ST
    NEW YORK,NY10011
    N/A PC Annual Fund 1,000
    SCHOOL OF PRACTICAL PHILOSOPHY
    12 E 79TH ST
    NEW YORK,NY10075
    N/A PC General & Unrestricted 10,000
    SCHWAB CHARITABLE FUND
    211 MAIN ST
    SAN FRANCISCO,CA94105
    N/A PC Futuro De Los Ninos Foundation 1,000
    SHOE4AFRICA INC
    1202 LEXINGTON AVE STE 128
    NEW YORK,NY10028
    N/A PC General & Unrestricted 1,000
    SOLVING KIDS CANCER INC
    1 E 53RD ST FL 5
    NEW YORK,NY10022
    N/A PC Charitable Event 1,000
    SUMMIT SCHOOL
    339 N BROADWAY
    UPPER NYACK,NY10960
    N/A PC General & Unrestricted 10,000
    THE CHRYSALIS CENTER
    522 S MAIN ST
    LOS ANGELES,CA90013
    N/A PC General & Unrestricted 1,000
    THE FOUNDATION FOR AIDS RESEARCH
    120 WALL ST 13TH FL
    NEW YORK,NY10005
    N/A PC General & Unrestricted 1,000
    VILLAGE ACADEMIES INC
    35 W 124TH ST
    NEW YORK,NY10027
    N/A PC General & Unrestricted 5,000
    WE ADVANCE INC
    2712 GRANVIA PL
    THOUSAND OAKS,CA91360
    N/A PC General & Unrestricted 2,500
    WOMEN IN THE WORLD FOUNDATION INC
    555 W 18TH ST 2ND FL
    NEW YORK,NY10011
    N/A PC General & Unrestricted 1,000
    WOMENS GUILD CEDARS SINAI MEDICAL CENTER
    8700 BEVERLY BLVD STE 2416
    LOS ANGELES,CA90048
    N/A PC Charitable Event 2,500
    WORLDWIDE ORPHANS FOUNDATION
    515 VALLEY ST
    MAPLEWOOD,NJ07040
    N/A PC General & Unrestricted 15,000
    Total .................................bullet 3a 186,481
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
        14 1,208  
    4 Dividends and interest from securities....     14 47,265  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............
        18 149,521  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   197,994  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13197,994
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    The Jackman Family Foundation
     
    Employer identification number

    20-4702478
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    The Jackman Family Foundation
     
    Employer identification number

    20-4702478
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
     
     

    Jackman Hugh  
    9100 Wilshire Blvd 1000 West
     
    Beverly Hills, CA90212

    $500,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    The Jackman Family Foundation
     
    Employer identification number

    20-4702478
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    The Jackman Family Foundation
     
    Employer identification number

    20-4702478
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  

    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2013 DepreciationSchedule
    Name:
    The Jackman Family Foundation
    EIN: 20-4702478
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2013 ExpenditureResponsibilityStmt
    Name:
    The Jackman Family Foundation
    EIN: 20-4702478
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    WORLD VISION AUSTRALIA
     
    1 Vision Drive Burwood East
    Victoria   3151
    AS
    2012-08-23 59,432 To support Seeds of Hope Project 59,432 NO 4/30/13   None necessary
    EDITH COWAN UNIV OFFICE OF ADVANCEMENT
     
    270 JOONDALUP DRIVE
    JOONDALUP   WA 6027
    AS
    2013-03-28 15,521 To support WAAPA's visiting artist program   NO Report Expected in 2014   None necessary

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    The Jackman Family Foundation
    EIN: 20-4702478
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACCENTURE PLC 5,201 6,495
    ACE LTD 11,462 14,701
    ADIDAS AG 7,030 12,204
    ADVENT SOFTWARE, INC. 2,376 3,914
    AIA GROUP LTD ADR 9,742 12,715
    ALBEMARLE CP 6,621 8,051
    ALEXANDER AND BALDWIN HOLDINGS 3,009 5,133
    ALEXION PHARMACEUTICALS, INC. 14,352 20,198
    ALLIANT TECH SYS INC 3,534 4,502
    AMADEUS IT HLDS SA 4,473 5,814
    AMERICAN EAGLES OUTFITTERS INC 1,517 2,131
    ANHEUSER BUSCH COS INC 7,690 8,091
    ARM HOLDINGS PLC 641 5,473
    ASML HOLDING NV NY REG SHS 6,052 7,777
    ASSA ABLOY UNSP/ADR 4,444 8,702
    ATWOOD OCEANICS INC. 4,735 6,727
    BAIDU.COM - ADR 4,958 7,649
    BANCO BILBAO ARG SA 5,725 6,406
    BANCO ITAU HOLDING FINANCIERA 6,430 4,817
    BAXTER INTERNATIONAL INC. 15,292 18,292
    BIOGEN IDEC INC 16,908 18,172
    BLACKROCK INC 17,216 20,254
    BOEING CO 9,106 11,192
    BURBERRY GROUP PLC 7,329 8,543
    CABELA'S INC 3,012 9,132
    CANADIAN NATL RAILWAY CO 5,372 10,720
    CAPITAL ONE FINANCIAL CORP 10,663 17,084
    CARNIVAL CORP 7,206 8,114
    CELGENE CORP 12,637 40,215
    CHINA MOBILE HGK LTD 7,843 7,582
    CISCO SYSTEMS INC 8,489 10,677
    CITIGROUP INC 15,191 21,782
    COCA-COLA CO 8,895 9,130
    COGNIZANT TECHNOLOGY SOLUTIONS 14,943 17,873
    COLUMBIA SPORTSWEAR CO. 2,321 3,623
    COMPASS GROUP PLC ADR 6,810 9,097
    CORR CP OF AM 4,347 6,286
    COVIDIEN LTD 6,198 10,011
    CVS CAREMARK CORP. 8,351 10,879
    DASSAULT SYS SA SPN ADR 2,979 5,718
    DECKERS OUTDOOR CORPORATION 5,157 6,841
    DEUTSCHE BANK AG 6,712 7,140
    DISCOVERY COMMUNICATIONS CL A 10,015 19,531
    DOLLAR GENERAL CORP 12,100 19,242
    EATON VANCE CORP COM 4,616 8,686
    EBAY INC. 16,226 20,412
    ECOLAB INC 7,097 11,365
    EMBRAER EMPRESA BR 5,030 6,597
    ENCANA CORP 7,721 6,769
    ESTEE LAUDER COMPANIES INC 12,898 15,968
    EUROPEAN ARNUTC D&S ADR 17,625 22,764
    EXELON CORPORATION 14,096 11,011
    EXPERIAN GROUP LTD S/ADR 5,312 5,455
    EXXON MOBIL CORP 21,053 26,818
    FANUC LIMITED UNSPONSORED 4,908 10,441
    FIRST INDUSTRIAL REALTY TRUST 3,380 5,689
    FORD MOTOR COMPANY 12,015 12,745
    FRESENIUS MED CAR AG 5,539 9,749
    GENERAL ELECTRIC CO 21,971 30,917
    GOLDMAN SACHS CORE FIXED INCOM 429,879 458,719
    GOLDMAN SACHS HIGH YIELD FUND 111,329 104,353
    GOOGLE INC CL A 11,700 23,535
    HALLIBURTON COMPANY 10,822 14,159
    HENNES & MAURITZ AB 5,092 8,922
    HONEYWELL INTERNATIONAL INC. 6,266 12,426
    HONG KONG EX&CL UNSP/ADR 2,775 5,608
    HSBC HOLDINGS PLC 6,558 7,828
    INDUSTRIAL & COM UNSP/ADR 5,383 5,038
    ING GROUP N V SPONSORED ADR 8,827 11,558
    INTESA SANPAOLO S.P.A 6,128 6,593
    INTUITIVE SURGICAL, INC. 14,544 14,211
    INVESCO PLC 13,532 14,232
    JOHNSON & JOHNSON 6,868 8,701
    JOHNSON CONTROLS INC. 7,518 14,210
    JP MORGAN CHASE & CO 12,873 19,064
    JULIUS BAER GROUP LTD 5,082 5,105
    KAMAN CORPORATION 2,155 2,702
    KINGFISHER PLC 9,151 13,790
    KOMATSU LTD. 4,992 5,227
    KONE OYJ ADR B SHS 4,902 5,108
    KUBOTA CP 6,894 7,691
    LAS VEGAS SANDS CORP 16,289 29,024
    LULULEMON ATHLETICA INC 8,768 7,674
    LVMH MOET HENN UNSP 6,532 14,311
    MARATHON OIL CORP COM 10,519 11,931
    MARTIN MARIETTA MATLS INC. 1,720 2,598
    MASTERCARD INC 14,310 18,380
    MATSON INC 3,036 3,420
    MBIA INC. 2,508 4,382
    MERCADOLIBRE, INC. 3,560 5,282
    MICHELIN CIE GEN UNSP/ADR 6,369 8,818
    MICREL, INCORPORATED 1,739 1,767
    MITSUBISHI TOKYO FIN 9,291 10,267
    MONSANTO CO 25,241 38,462
    MONSTER BEVERAGE CORP 13,088 14,638
    MONTPELIER RE HLDGS 1,991 3,638
    MRC GLOBAL INC 6,285 6,355
    NESTLE S.A. 6,333 11,186
    NETAPP, INC. 7,457 7,693
    NEW MARKET CORP 4,619 10,693
    NOKIA 2,588 2,595
    NOVARTIS AG ADR 12,034 18,246
    NOVO NORDISK A S 4,411 14,966
    OLD DOMINION FREIGHT LINES 4,110 10,869
    OLIN CP 6,803 7,126
    ORACLE CORP 13,440 14,615
    PACIFIC RUBIALES ENERGY 8,193 7,008
    PEARSON PLC 6,179 7,347
    PFIZER INC. 18,696 31,580
    PNC FINANCIAL GROUP INC. 20,516 22,964
    PRAXAIR INC. 7,876 8,972
    PRECISION CASTPARTS 10,043 13,465
    PRICELINE.COM INCORPORATED 19,293 20,923
    PRICESMART, INC. 4,334 9,128
    PT BK MANDIR PRS UNSP/ADR 2,496 1,828
    PUBLICIS GROUPE S.A 9,779 16,952
    RECKITT BENCKISER GROUP 6,304 10,796
    REGENERON PHARMACEUTICALS, INC 11,903 11,835
    RITCHIE BROS AUCTIONEERS 1,873 2,155
    ROCHE HOLDING LTD ADR 9,381 10,741
    SABMILLER PLC S/ADR 5,270 8,256
    SAP AKTIENGESELL ADS 3,440 6,100
    SCHLUMBERGER LTD 7,138 11,714
    SERVICE CP INTL 3,608 7,361
    SINA CORPORATION 2,439 3,454
    SOUTHERN COPPER CORP 4,160 3,560
    SOUTHWESTERN ENERGY 7,691 8,535
    STURM RUGER AND CO 2,965 5,336
    SUMITOMO MITSUI TR HOLDINGS SP 8,314 8,559
    SWATCH GROUP AG 15,102 18,293
    SYMANTEC CORP 6,780 7,027
    SYNGENTA AG ADS 7,330 7,754
    TAIWAN SEMICONDUCTOR MFG CO LT 8,018 7,656
    TATA MOTORS LTD ADS 4,152 5,205
    TEJON RANCH CO 2,995 3,860
    TEMPUR PEDIC INTERNATIONAL INC 5,094 6,259
    TENCENT HOLDINGS LIMITED 13,983 37,042
    TENET HEALTHCARE CORP 3,219 7,245
    TEXAS INSTRUMENTS INC. 10,276 15,895
    THE MOSAIC CO 7,331 5,861
    TIME WARNER INC. 26,849 42,459
    TJX COMPANIES INC 7,484 11,216
    TOYOTA MTR CORP 9,098 12,558
    TREDEGAR CORP 2,540 4,322
    UNITEDHEALTH GROUP INC. 9,253 13,178
    VALUECLICK INC 1,812 2,968
    VIACOM INC. CL B 8,620 16,507
    VISA INC 7,768 20,487
    VODAFONE GROUP PLC 15,534 23,036
    WHITE MTN INS LTD 2,800 4,222
    WORLD FUEL SVCS CP 2,270 2,503
    WST TEJON RANCH CO. EXP 08/31/   82
    WYNN RESORTS LIMITED COMMON 14,667 20,004
    YANDEX N V 5,489 9,105
    YUM BRANDS INC 24,907 28,051

    TY 2013 InvestmentsLandSchedule2
    Name:
    The Jackman Family Foundation
    EIN: 20-4702478
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value

    TY 2013 LandEtcSchedule2
    Name:
    The Jackman Family Foundation
    EIN: 20-4702478
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value


    TY 2013 OtherExpensesSchedule
    Name:
    The Jackman Family Foundation
    EIN: 20-4702478
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 20,286     20,286
    Bank Charges 402 402    
    State or Local Filing Fees 25     25


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    The Jackman Family Foundation
    EIN: 20-4702478
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 21,406 21,406    


    TY 2013 TaxesSchedule
    Name:
    The Jackman Family Foundation
    EIN: 20-4702478
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2013 1,500      
    990-PF Extension for 2012 1,093      
    Foreign Tax Paid 1,794 1,794