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.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
THE JACKSON FOUNDATION 97305070
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

93-6020752
B Telephone number (see instructions)

(503) 464-3580
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$14,044,273J 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)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 301,282 301,282  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 535,977
b Gross sales price for all assets on line 6a 2,702,780
7 Capital gain net income (from Part IV, line 2)... 535,977
8 Net short-term capital gain......... 0
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........ 837,259 837,259  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 170,514 85,257   85,257
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 1,500 0 0 1,500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,138 4,138   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 4,316     4,316
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 180,468 89,395 0 91,073
25 Contributions, gifts, grants paid........ 567,200 567,200
26 Total expenses and disbursements. Add lines 24 and 25 747,668 89,395 0 658,273
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 89,591
b Net investment income (if negative, enter -0-) 747,864
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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.......... 198,901 374,326 374,326
3 Accounts receivable bullet9,838
Less: allowance for doubtful accounts bullet     9,838 9,838
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 bullet0      
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)........ 8,991,815 Click to see attachment7,263,980 10,012,423
c Investments—corporate bonds (attach schedule)........ 2,068,584 Click to see attachment3,705,876 3,647,686
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........     0
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) 11,259,300 11,354,020 14,044,273
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......... 11,259,300 11,354,020
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 11,259,300 11,354,020
31 Total liabilities and net assets/fund balances (see instructions).. 11,259,300 11,354,020
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 11,259,300
2 Enter amount from Part I, line 27a..................... 2 89,591
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 5,129
4 Add lines 1, 2, and 3.......................... 4 11,354,020
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 11,354,020
Form 990-PF (2014)
Form 990-PF (2014)
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 1745.729 T ROWE PRICE MID CAP GROWTH FD #64   2013-06-07 2014-09-25
b 1668.974 T ROWE PRICE SC STOCK   2013-06-10 2014-09-25
c 16305.579 LAUDUS INTERNATIONAL MARKETMASTERS   2012-10-31 2014-09-25
d 132263.25 P I M C O FDS TOTAL RETURN FD   2013-06-10 2014-11-25
e 20395.477 P I M C O FDS TOTAL RETURN FD   2013-12-23 2014-11-25
. LAUDUS ROSENBERG II     2015-04-15
CAPITAL GAIN DIVIDENDS P    
(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 132,483   114,590 17,893
b 72,867   56,782 16,085
c 376,007   270,889 105,118
d 1,456,218   1,506,310 -50,092
e 224,554   218,232 6,322
309     309
      440,342
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       17,893
b       16,085
c       105,118
d       -50,092
e       6,322
      309
       
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 2 535,977
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 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))
2013 666,724 13,552,976 0.049194
2012 629,147 12,674,983 0.049637
2011 635,393 12,114,414 0.052449
2010 600,953 12,411,625 0.048419
2009 498,991 11,505,316 0.04337
2 Total of line 1, column (d) ...................... 2 0.243069
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 0.048614
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 13,956,709
5 Multiply line 4 by line 3....................... 5 678,491
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 7,479
7 Add lines 5 and 6......................... 7 685,970
8 Enter qualifying distributions from Part XII, line 4.............. 8 658,273
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 (2014)
Form 990-PF (2014)
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 14,957
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 0
3 Add lines 1 and 2........................... 3 14,957
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 14,957
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 4,824
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,824
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 10,133
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 2015 estimated taxBullet0 RefundedBullet 11 0
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 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)
    bulletOR
    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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 ofbulletUS BANK Telephone no.bullet (503) 464-3580
    Located atbullet555 SW OAKPORTLANDOR ZIP+4bullet97204
    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 2014, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    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 instructions)? ........
    1b
     
    No
    .........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 2014?.............
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    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
     
    No
    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 2014 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 2014.)....................
    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 2014?
    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 4945(d)(4)(A)? (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
     
     
    .........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).
    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 (2014)
    Form 990-PF (2014)
    Page 7
    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
    US BANK CO-TRUSTEE
    1     		158,514    
    PO BOX 3168
    PORTLAND,OR97208
    JULIE VIGELAND CO-TRUSTEE
    1     		12,000    
    900 SW 5TH AVE STE 2300
    PORTLAND,OR97204
    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
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    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 (2014)
    Form 990-PF (2014)
    Page 8
    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 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
    13,671,488
    b
    Average of monthly cash balances.......................
    1b
    497,760
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    14,169,248
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    14,169,248
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    212,539
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    13,956,709
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    697,835
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    697,835
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    14,957
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    14,957
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    682,878
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    682,878
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    682,878
    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
    658,273
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    658,273
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    658,273
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 682,878
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:2012, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 0
    b From 2010....... 0
    c From 2011....... 18,883
    d From 2012....... 10,170
    e From 2013....... 0
    fTotal of lines 3a through e......... 29,053
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 658,273
    a Applied to 2013, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2014 distributable amount..... 658,273
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 24,605 24,605
    (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 4,448
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    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......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		4,448
    10 Analysis of line 9:
    a Excess from 2010.... 0
    b Excess from 2011.... 0
    c Excess from 2012.... 4,448
    d Excess from 2013.... 0
    e Excess from 2014.... 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    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 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
             
    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).)
    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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    THE JACKSON FOUNDATION ATTN MR R
    PO BOX 3168
    PORTLAND,OR97208
    (503) 275-6564
    bThe form in which applications should be submitted and information and materials they should include:
    A FORMAL APPLICATION IS AVAILABLE ON REQUEST GRANTS ARE MADE ONLY TO 501(C)(3) NON-PRIVATE FOUNDATATIONS WHOSE EXEMPTION LETTER SHOWS THEM TO BE OREGON ORGANIZATIONS.
    cAny submission deadlines:
    APPLICATIONS MAY BE SUBMITTED AT ANYTIME AND WILL BE REVIEWED AT A SPRING, FALL AND WINTER MEETING.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    FUNDS REQUESTED FOR GENERAL OPERATING PURPOSES, STAFF SALARIES AND THE LIKE DO NOT GENERALLY HAVE THE SAME PRIORITY THAT FUNDS FOR ONE-TIME, SPECIAL PROJECTS OR DEVELOPMENTAL PROJECTS ENJOY.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    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
    ALBERTINA KERR CENTER
    424 NE 22ND AVE
    PORTLAND,OR97232     		NONE PUBLIC GENERAL SUPPORT 5,000
    AMERICAN RED CROSS
    OREGON TRAIL CHAPTER
    3131 N VANCOUVER AVE
    PORTLAND,OR97227     		NONE PUBLIC GENERAL SUPPORT 2,000
    BIG BROTHERS BIG SISTERS NORTHWEST
    1827 NE 44TH AVE
    PORTLAND,OR97213     		NONE PUBLIC GENERAL SUPPORT 5,000
    BIRCH COMMUNITY SERVICES
    17780 NE SAN RAFAEL
    PORTLAND,OR97230     		NONE PUBLIC GENERAL SUPPORT 10,000
    BOYS & GIRLS AID SOCIETY
    018 SW BOUNDARY COURT
    PORTLAND,OR97239     		NONE PUBLIC GENERAL SUPPORT 1,500
    BRADLEY ANGLE HOUSE
    5432 N ALBINA ST
    PORTLAND,OR97217     		NONE PUBLIC GENERAL SUPPORT 5,000
    BROADWAY ROSE THEATRE CO
    PO BOX 231004
    TIGARD,OR97281     		NONE PUBLIC GENERAL SUPPORT 3,000
    CALDERA
    224 NW 13TH AVENUE STE 304
    PORTLAND,OR97209     		NONE PUBLIC GENERAL SUPPORT 2,000
    CASA FOR CHILDREN
    1401 NE 68TH AVE
    PORTLAND,OR97213     		NONE PUBLIC GENERAL SUPPORT 5,000
    THE CHILDRENS BOOK BANK
    2680 SW RAVENSVIEW DRIVE
    PORTLAND,OR97201     		NONE PUBLIC GENERAL SUPPORT 2,500
    CENTER FOR EARTH LEADERSHIP
    319 SW WASHINGTON ST 400
    PORTLAND,OR97204     		NONE PUBLIC GENERAL SUPPORT 4,000
    CHESS FOR SUCCESS
    2701 NW VAUGHN ST SUITE 101
    PORTLAND,OR97210     		NONE PUBLIC GENERAL SUPPORT 4,000
    CHILDREN'S CANCER ASSN
    433 NW 4TH AVE STE 100
    PORTLAND,OR97209     		NONE PUBLIC GENERAL SUPPORT 1,000
    CHILDREN'S CENTER
    1713 PENN LANE
    OREGON CITY,OR97045     		NONE PUBLIC GENERAL SUPPORT 1,000
    CLASSROOM LAW PROJECT
    620 SW MAIN ST SUITE 102
    PORTLAND,OR97205     		NONE PUBLIC GENERAL SUPPORT 3,000
    COMMUNITY TRANSITIONAL SCHOOL
    6601 NE KILLINGSWORTH ST
    PORTLAND,OR97218     		NONE PUBLIC GENERAL SUPPORT 4,000
    THE DOUGY CENTER INC
    3903 SE 52ND AVE
    PORTLAND,OR97206     		NONE PUBLIC GENERAL SUPPORT 3,000
    ECUMENICAL MINISTRIES OF OR
    0245 SW BANCROFT ST STE B
    PORTLAND,OR97239     		NONE PUBLIC GENERAL SUPPORT 2,000
    ELEVATE OREGON
    12730 NE MARX ST
    PORTLAND,OR97230     		NONE PUBLIC GENERAL SUPPORT 4,000
    FINANCIAL BEGINNINGS
    7327 SW BARNES ROAD 213
    PORTLAND,OR97225     		NONE PUBLIC GENERAL SUPPORT 1,500
    THE FRESHWATER TRUST
    65 SW YAMHILL ST STE 200
    PORTLAND,OR97204     		NONE PUBLIC GENERAL SUPPORT 2,500
    FRIENDS OF THE CHILDREN-PORTLAND
    44 NE MORRIS ST
    PORTLAND,OR97212     		NONE PUBLIC GENERAL SUPPORT 2,500
    FRIENDS OF THE COLUMBIA GORGE
    522 SW 5TH AVE STE 720
    PORTLAND,OR97204     		NONE PUBLIC GENERAL SUPPORT 2,500
    FRIENDS OF TRYON CREEK
    11321 SW TERWILLIGER BLVD
    PORTLAND,OR97219     		NONE PUBLIC GENERAL SUPPORT 1,000
    FRIENDS OF ZENGER FARM
    11741 SE FOSTER RD
    PORTLAND,OR97266     		NONE PUBLIC GENERAL SUPPORT 5,000
    HUMAN SOLUTIONS INC
    12350 SE POWELL BLVD
    PORTLAND,OR97236     		NONE PUBLIC GENERAL SUPPORT 4,500
    I HAVE A DREAM FOUNDATION OREGON
    2916 NE ALBERTA STREET SUITE D
    PORTLAND,OR97211     		NONE PUBLIC GENERAL SUPPORT 12,500
    IMAGO THEATRE
    PO BOX 15182
    PORTLAND,OR97293     		NONE PUBLIC GENERAL SUPPORT 3,000
    IMPACT NW
    10055 E BURNSIDE ST
    PORTLAND,OR97216     		NONE PUBLIC GENERAL SUPPORT 2,000
    JOIN
    1435 NE 81ST AVE STE 100
    PORTLAND,OR97213     		NONE PUBLIC GENERAL SUPPORT 3,000
    THE LIBRARY FOUNDATION
    620 SW 5TH AVE STE 102
    PORTLAND,OR97204     		NONE PUBLIC GENERAL SUPPORT 8,000
    LINFIELD COLLEGE
    900 SE BAKER STREET
    MCMINNVILLE,OR97128     		NONE PUBLIC GENERAL SUPPORT 3,500
    LITERARY ARTS INC
    925 SW WASHINGTON ST
    PORTLAND,OR97205     		NONE PUBLIC GENERAL SUPPORT 3,000
    MEDICAL TEAMS INTERNATIONAL
    14150 SW MILTON CT
    TIGARD,OR97224     		NONE PUBLIC GENERAL SUPPORT 10,000
    METROPOLITAN FAMILY SERVICE
    1808 SE BELMONT ST
    PORTLAND,OR97214     		NONE PUBLIC GENERAL SUPPORT 1,000
    METROPOLITAN YOUTH SYMPHONY
    4800 SW MACADAM SUITE 105
    PORTLAND,OR97239     		NONE PUBLIC GENERAL SUPPORT 3,000
    MIRACLE THEATRE GROUP
    425 SE SIXTH AVENUE
    PORTLAND,OR97214     		NONE PUBLIC GENERAL SUPPORT 2,000
    MORRISON CHILD & FAMILY SERVICES
    1035 NE SANDY BLVD
    PORTLAND,OR97220     		NONE PUBLIC GENERAL SUPPORT 3,000
    NATIONAL FOREST FOUNDATION
    805 SW BROADWAY SUITE 2100
    PORTLAND,OR97205     		NONE PUBLIC GENERAL SUPPORT 1,500
    NEIGHBORHOOD HOUSE INC
    7780 SW CAPITOL HWY
    PORTLAND,OR97219     		NONE PUBLIC GENERAL SUPPORT 2,500
    NW CHILDREN'S THEATER & SCHOOL
    1819 NW EVERETT ST
    PORTLAND,OR97209     		NONE PUBLIC GENERAL SUPPORT 2,000
    NW FILM CENTERPORTLAND ART MUSEUM
    1219 SW PARK AVENUE
    PORTLAND,OR97205     		NONE PUBLIC GENERAL SUPPORT 3,000
    NW EARTH INSTITUTE
    107 SE WASHINGTON ST SUITE 235
    PORTLAND,OR97214     		NONE PUBLIC GENERAL SUPPORT 1,000
    NORTHWEST HOUSING ALTERNATIVES
    2316 SE WILLARD ST
    MILWAUKIE,OR97222     		NONE PUBLIC GENERAL SUPPORT 3,500
    OPEN MEADOW ALTERNATIVE SCHOOL
    7621 N WABASH AVE
    PORTLAND,OR97217     		NONE PUBLIC GENERAL SUPPORT 4,000
    OREGON ALLIANCE OF INDEP
    COLLEGES & UNIVERSITIES
    16101 SW 72ND AVE STE 100
    PORTLAND,OR97224     		NONE PUBLIC GENERAL SUPPORT 1,000
    OREGON BALLET THEATRE
    818 SE 6TH AVENUE
    PORTLAND,OR97214     		NONE PUBLIC GENERAL SUPPORT 10,000
    OREGON CHILDREN'S FOUNDATION
    (SMART)
    101 SW MARKET ST
    PORTLAND,OR97201     		NONE PUBLIC GENERAL SUPPORT 11,500
    OREGON CHILDREN'S THEATRE
    1939 NE SANDY BLVD
    PORTLAND,OR97232     		NONE PUBLIC GENERAL SUPPORT 2,500
    OREGON COAST AQUARIUM
    2820 SE FERRY SLIP RD
    NEWPORT,OR97365     		NONE PUBLIC GENERAL SUPPORT 4,000
    OREGON COMMUNITY FDN
    1221 SW YAMHILL ST STE 100
    PORTLAND,OR97205     		NONE PUBLIC GENERAL SUPPORT 22,000
    OREGON MUSEUM OF SCIENCE &
    NDUSTRY
    1945 SE WATER AVE
    PORTLAND,OR97214     		NONE PUBLIC GENERAL SUPPORT 20,000
    OREGON NATURAL DESERT ASSOCIATION
    50 SW BOND ST STE 4
    BEND,OR97702     		NONE PUBLIC GENERAL SUPPORT 2,000
    OREGON SHAKESPEARE FESTIVAL
    15 SOUTH PIONEER ST
    ASHLAND,OR97520     		NONE PUBLIC GENERAL SUPPORT 7,500
    OREGON SYMPHONY ASSN
    921 SW WASHINGTON ST STE 200
    PORTLAND,OR97205     		NONE PUBLIC GENERAL SUPPORT 14,000
    OREGON ZOO FOUNDATION
    4001 SW CANYON ROAD
    PORTLAND,OR97221     		NONE PUBLIC GENERAL SUPPORT 5,000
    PACIFIC YOUTH CHOIR
    1012 SW KING AVE 10
    PORTLAND,OR97205     		NONE COLLEGE SCHOLARSHIP 1,000
    PHAME ACADEMY
    1631 NE BRAIDWAY 134
    PORTLAND,OR97232     		NONE PUBLIC GENERAL SUPPORT 2,000
    PORTLAND ART MUSEUM
    1219 SW PARK AVE
    PORTLAND,OR97205     		NONE PUBLIC GENERAL SUPPORT 5,000
    PORTLAND CENTER STAGE
    128 NW 11TH AVE
    PORTLAND,OR97209     		NONE PUBLIC GENERAL SUPPORT 12,500
    PORTLAND CHILDREN'S MUSEUM
    4015 SW CANYON ROAD
    PORTLAND,OR97221     		NONE PUBLIC GENERAL SUPPORT 4,500
    PORTLAND COMMUNITY COLLEGE FDN
    PO BOX 19000
    PORTLAND,OR97280     		NONE PUBLIC GENERAL SUPPORT 1,000
    PORTLAND OPERA ASSOCIATION
    211 SE CARUTHERS ST
    PORTLAND,OR97214     		NONE PUBLIC GENERAL SUPPORT 10,000
    PORTLAND RESCUE MISSION
    1507 NE 122ND AVE
    PORTLAND,OR97230     		NONE PUBLIC GENERAL SUPPORT 6,000
    PORTLAND SYMPHONIC CHOIR
    PO BOX 1517
    PORTLAND,OR97207     		NONE PUBLIC GENERAL SUPPORT 1,500
    PORTLAND WOMEN'S CRISIS LINE
    PO BOX 42610
    PORTLAND,OR97242     		NONE PUBLIC GENERAL SUPPORT 4,000
    PORTLAND YOUTH PHILHARMONIC
    520 SW 6TH AVE STE 820
    PORTLAND,OR97204     		NONE PUBLIC GENERAL SUPPORT 2,000
    PORTLAND YOUTHBUILDERS
    4816 SE 92ND AVENUE
    PORTLAND,OR97266     		NONE PUBLIC GENERAL SUPPORT 3,500
    PORTLAND ACTORS CONSERVATORY
    1436 SW MONTGOMERY STREET
    PORTLAND,OR97201     		NONE PUBLIC GENERAL SUPPORT 1,000
    SCHOOLHOUSE SUPPLIES
    2735 NE 82ND AVE
    PORTLAND,OR97220     		NONE PUBLIC GENERAL SUPPORT 3,500
    SISTERS OF THE ROAD INC
    133 NW 6TH AVENUE
    PORTLAND,OR97209     		NONE PUBLIC GENERAL SUPPORT 4,500
    STORE TO DOOR
    7730 SW 31ST AVE
    PORTLAND,OR97219     		NONE PUBLIC GENERAL SUPPORT 3,000
    THIRD ANGLE NEW MUSIC
    PO BOX 28225
    PORTLAND,OR97228     		NONE PUBLIC GENERAL SUPPORT 1,500
    WALLACE MEDICAL CONCERN
    124 NE 181 ST STE 103
    PORTLAND,OR97230     		NONE PUBLIC GENERAL SUPPORT 6,000
    WESTERN RIVERS CONSERVANCY
    71 SW OAK ST STE 100
    PORTLAND,OR97204     		NONE PUBLIC GENERAL SUPPORT 3,000
    WRITE AROUND PORTLAND
    917 SW OAK STREET SUITE 406
    PORTLAND,OR97205     		NONE PUBLIC GENERAL SUPPORT 1,000
    YOUNG AUDIENCES OF OREGON INC
    1220 SW MORRISON ST 1000
    PORTLAND,OR97205     		NONE PUBLIC GENERAL SUPPORT 2,000
    YWCA OF GREATER PORTLAND
    1111 SW 10TH AVE
    PORTLAND,OR97205     		NONE PUBLIC GENERAL SUPPORT 3,000
    BODYVOX
    1201 NW 17TH AVE
    PORTLAND,OR97209     		NONE PUBLIC GENERAL SUPPORT 3,000
    CATHOLIC CHARITIES
    2740 SE POWELL BLVD 1
    PORTLAND,OR97202     		NONE PUBLIC GENERAL SUPPORT 3,500
    DE LA SALLE NORTH CATHOLIC
    HIGH SCHOOL
    7528 N FENWICK AVE
    PORTLAND,OR97217     		NONE PUBLIC GENERAL SUPPORT 3,500
    LAN SU CHINESE GARDEN
    127 NW THIRD AVE
    PORTLAND,OR97209     		NONE PUBLIC GENERAL SUPPORT 5,000
    NEW AVENUES FOR YOUTH
    1220 SW COLUMBIA STREET
    PORTLAND,OR97201     		NONE PUBLIC GENERAL SUPPORT 5,000
    OUR HOUSE OF PORTLAND
    2727 SE ALDER
    PORTLAND,OR97214     		NONE PUBLIC GENERAL SUPPORT 4,500
    OREGON HISTORICAL SOCIETY
    1200 SW PARK AVE
    PORTLAND,OR97205     		NONE PUBLIC GENERAL SUPPORT 35,200
    OREGON PUBLIC BROADCASTING
    7140 SW MACADAM AVENUE
    PORTLAND,OR97219     		NONE PUBLIC GENERAL SUPPORT 5,000
    PORTLAND JAZZ FESTIVAL
    133 SW 2ND AVE STE 420
    PORTLAND,OR97204     		NONE PUBLIC GENERAL SUPPORT 2,500
    SNOW CAP
    PO BOX 160
    FAIRVIEW,OR97024     		NONE PUBLIC GENERAL SUPPORT 2,000
    ALL CLASSICAL PUBLIC MEDIA INC
    515 NE 15TH AVE
    PORTLAND,OR97232     		NONE PUBLIC GENERAL SUPPORT 2,500
    MEALS ON WHEELS
    7710 SW 31ST AVE
    PORTLAND,OR97219     		NONE PUBLIC GENERAL SUPPORT 5,000
    NORTHWEST KIDNEY KIDS INC
    PO BOX 230075
    PORTLAND,OR97281     		NONE PUBLIC GENERAL SUPPORT 1,000
    STAND FOR CHILDREN LEADERSHIP CENTER
    1732 NW QUIMBY ST STE 200
    PORTLAND,OR97209     		NONE PUBLIC GENERAL SUPPORT 1,500
    WHEEL TO WALK FOUNDATION
    PO BOX 20146
    PORTLAND,OR97294     		NONE PUBLIC GENERAL SUPPORT 1,500
    CHILD ADVOCATES INC
    421 HIGH STREET SUITE 108
    OREGON CITY,OR97045     		NONE PUBLIC GENERAL SUPPORT 3,000
    REFIT
    PO BOX 8353
    PORTLAND,OR97207     		NONE PUBLIC GENERAL SUPPORT 3,000
    PENDULUM AERIAL ARTS
    2525 SW PATTON ROAD
    PORTLAND,OR97201     		NONE PUBLIC GENERAL SUPPORT 2,000
    GALES CREEK CAMP FOUNDATION
    7110 SW FIR LOOP STE 170
    PORTLAND,OR97223     		NONE PUBLIC GENERAL SUPPORT 2,000
    ST ANDREW LEGAL CLINIC
    807 NE ALBERTA STREET
    PORTLAND,OR97211     		NONE PUBLIC GENERAL SUPPORT 2,500
    PROFILE THEATRE
    PO BOX 14845
    PORTLAND,OR97293     		NONE PUBLIC GENERAL SUPPORT 6,000
    READING RESULTS
    3115 NE SANDY BLV
    PORTLAND,OR97219     		NONE PUBLIC GENERAL SUPPORT 2,000
    WILLIAM TEMPLE HOUSE
    2023 NW HOYT STREET
    PORTLAND,OR97209     		NONE PUBLIC GENERAL 2,000
    DOVELEWIS
    1945 NW PETTYGROVE
    PORTLAND,OR97209     		NONE PUBLIC GENERAL 1,500
    COMMUNITY WAREHOUSE
    3969 NE MLK JR BLVD
    PORTLAND,OR97212     		NONE PUBLIC GENERAL 1,500
    NURSINGALE
    9900 SE GREENBURG RD SUITE 290
    PORTLAND,OR97223     		NONE PUBLIC GENERAL 1,000
    CONCORDIA UNIVERSITY
    2811 NE HOLMAN ST
    PORTLAND,OR97211     		NONE PUBLIC GENERAL 2,500
    REBUILDING TOGETHER PORTLAND
    5000 N WILLAMETTE BLVD
    PORTLAND,OR97203     		NONE PUBLIC GENERAL 2,500
    COMM DEVELOPMENT CORP OF OR
    4233 SE 182ND AVE PMB 367
    PORTLAND,OR97233     		NONE PUBLIC GENERAL 1,000
    SELF ENHANCEMENT FOUNDATION
    3920 NORTH KERBY AVE
    PORTLAND,OR97227     		NONE PUBLIC GENERAL 5,000
    PLAYWORKS
    1125 SE MADISON ST SUITE 210
    PORTLAND,OR97214     		NONE PUBLIC GENERAL 1,000
    PNCA
    511 NW BROADWAY
    PORTLAND,OR97209     		NONE PUBLIC GENERAL 2,500
    PETER BRITT GARDENS MUSIC
    & ARTS FESTIVAL ASSOCIATION
    216 W MAIN STREET
    MEFORD,OR97501     		NONE PUBLIC GENERAL 1,000
    OMSI
    1945 SE WATER AVE
    PORTLAND,OR97214     		NONE PUBLIC GENERAL 7,500
    BRAVO YOUTH ORCHESTRAS
    PO BOX 17356
    PORTLAND,OR97217     		NONE PUBLUC GENERAL 1,500
    CARES NORTHWEST
    2800 N VANCOUVER AVENUE
    PORTLAND,OR97227     		NONE PUBLIC GENERAL 2,000
    THE OLD CHURCH SOCIETY
    1422 SW 11TH AVE
    PORTLAND,OR97201     		NONE PUBLIC GENERAL 1,000
    CENTRO CULTURAL OF WASHINGTON COUNTY
    1110 NORTH ADAIR STREET
    CORNELIUS,OR97113     		NONE PUBLIC GENERAL 1,000
    PICA
    415 SW 10TH AVE SUITE 300
    PORTLAND,OR97205     		NONE PUBLIC GENERAL 6,000
    PETE
    1531 NE SCHUYLER STREET 5
    PORTLAND,OR97212     		NONE PUBLIC GENERAL 1,000
    CIRCUS PROJECT
    1420 NW 17TH SUITE 888
    PORTLAND,OR97209     		NONE PUBLIC GENERAL 1,000
    NORTHWEST PIOLET PROJECT
    1430 SW BROADWAY SUITE 200
    PORTLAND,OR97201     		NONE PUBLIC GENERAL 1,000
    SOUTHWEST COMMUNITY HEALTH CENTER
    7754 SW CAPITOL HWY
    PORTLAND,OR97219     		NONE PUBLIC GENERAL 2,500
    ROBINSON JEWISH HOME DBA CEDAR SINAI
    6125 SW BOUNDARY ST
    PORTLAND,OR97221     		NONE PUBLIC GENERAL 1,000
    PORTLAND FRUIT TREE PROJECT
    5431 NE 20TH AVE
    PORTLAND,OR97211     		NONE PUBLIC GENERAL 1,500
    TUCKER-MAXON SCHOOL
    2860 SE HOLGATE
    PORTLAND,OR97202     		NONE PUBLIC GENERAL 4,000
    PARK ACADEMY
    1915 SOUTH SHORE BVD
    LAKE OSWEGO,OR97034     		NONE PUBLIC GENERAL 3,000
    RAPHAEL HOUSE OF PORTLAND
    4110 SE HAWTHORNE BLVD 503
    PORTLAND,OR97214     		NONE PUBLIC GENERAL 3,000
    VOLUNTEERS OF AMERICA OREFON
    3910 SE STARK
    PORTLAND,OR97214     		NONE PUBLIC GENERAL 2,500
    BETHEL NEIGHBORHOOD YOUTH DROP IN CT
    5658 N DENVER
    PORTLAND,OR97217     		NONE PUBLIC GENERAL 1,000
    PORTLAND JAPANESE GARDEN
    611 SW KINGSTON AVE
    PORTLAND,OR97205     		NONE PUBLIC GENERAL 2,500
    OREGON COLLEGE OF ART AND CRAFT
    8245 SW BARNES ROAD
    PORTLAND,OR97225     		NONE PUBLIC GENERAL 3,000
    NORTHWEST DANCE PROJECT
    PO BOX 42488
    PORTLAND,OR97242     		NONE PUBLIC GENERAL 3,500
    BAG AND BAGGAGE PODUCTIONS INC
    PO BOX 3176
    HILLSBORO,OR97123     		NONE PUBLIC GENERAL 1,500
    NORTHWEST CATHOLIC COUNSELING CENTER
    8383 NE SANDY BLVD 205
    PORTLAND,OR97220     		NONE PUBLIC GENERAL 2,000
    CLACKAMAS COUNTY HISTORICAL SOCIETY
    PO BOX 2211
    OREGON CITY,OR97045     		NONE PUBLIC GENERAL 2,500
    LIFT URBAN PORTLAND
    11900 SW BOONES FERRY ROAD
    PORTLAND,OR97230     		NONE PUBLIC GENERAL 3,000
    TEACHING PRESCHOOL PARTNERS
    18905 PORTLAND AVE
    GLADSTONE,OR97027     		NONE PUBLIC GENERAL 2,000
    CLACKAMAS WOMEN'S SERVICES
    256 WARNER MILNE ROAD
    OREGON CITY,OR97045     		NONE PUBLIC GENERAL 2,000
    YOUTH PROGRESS
    2020 SE POWELL BLVD
    PORTLAND,OR97202     		NONE PUBLIC GENERAL 2,500
    REACH COMMUNITY DEVELOPMENT
    1135 SE SALMON STREET
    PORTLAND,OR97214     		NONE PUBLIC GENERAL 2,500
    INNOVATIVE HOUSING INC
    219 NW 2ND AVE
    PORTLAND,OR97209     		NONE PUBLIC GENERAL 1,000
    RETURNING VETERANS PROJECT
    833 SW MAIN MB 122
    PORTLAND,OR97214     		NONE PUBLIC GENERAL 2,500
    HOLLYWOOD THEATRE
    1827 NE 44TH AVENUE 130
    PORTLAND,OR97213     		NONE PUBLIC GENERAL 4,000
    ARCHITECTURE FOUNDATION OF OREGON
    PO BOX 40230
    PORTLAND,OR97240     		NONE PUBLIC GENERAL 1,000
    TRILLIUM FAMILY SERVICES
    3415 SE POWELL AVE
    PORTLAND,OR97202     		NONE PUBLIC GENERAL 5,000
    DE PAUL TREATMENT CENTERS
    1312 SW WASHINGTON STREET
    PORTLAND,OR97205     		NONE PUBLUC GENERAL 1,000
    OBO ADDY LEGACY PROJECT
    7725 N FOWLER AVE
    PORTLAND,OR97217     		NONE N/A GENERAL 1,000
    OREGON ARTS WATCH
    2146 NE 14TH STREET
    PORTLAND,OR97212     		NONE N/A GENERAL 10,000
    PORTLAND PLAYHOUSE
    602 NE PRESCOTT STREET
    PORTLAND,OR97211     		NONE PUBLIC GENERAL 1,500
    OREGON FOOD BANK
    PO BOX 55370
    PORTLAND,OR97238     		NONE PUBLIC GENERAL SUPPORT 10,000
    WELLS ART INSTITUTE
    2710 NE 14TH AVENUE
    PORTLAND,OR97212     		NONE PUBLIC GENERAL SUPPORT 1,000
    Total .................................bullet 3a 567,200
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    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 ............     		         
    4 Dividends and interest from securities....     14 301,282  
    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 .............     		    18 535,977  
    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)..   837,259  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13837,259
    (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 (2014)
    Form 990-PF (2014)
    Page 13
    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) 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 (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    THE JACKSON FOUNDATION 97305070
    EIN: 93-6020752
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    THE JACKSON FOUNDATION 97305070
    EIN: 93-6020752
    Name of Bond End of Year Book Value End of Year Fair Market Value
    NUVEEN FUNDS CORE BD FD I 2,068,584 2,025,554
    BAIRD AGREGATE BOND FD INSTL 1,637,292 1,622,132

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    THE JACKSON FOUNDATION 97305070
    EIN: 93-6020752
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ROWE T PRICE MID-CAP GROWTH FD 838,554 1,028,999
    RUSSELL EMERGING MARKETS CL S 300,000 224,193
    T ROWE PRICE GROWTH STK #40 1,385,216 2,358,576
    LAUDUS INTL MARKETMASTERS 474,340 706,609
    AMERICAN EUROPACIFIC GRTH 887,187 1,164,680
    PIMCO TOTAL RETURN FUND    
    NUVEEN INFLATION PRO SEC FD 293,658 278,495
    NUVEEN REAL ESTATE SECS 572,750 631,217
    NUVEEN SANTA BARBARA DIV GRWTH 574,094 897,432
    T ROWE PRICE SC STOCK 518,761 715,562
    VANGUARD EQUITY INCOME 1,419,420 2,006,660

    TY 2014 OtherExpensesSchedule
    Name:
    THE JACKSON FOUNDATION 97305070
    EIN: 93-6020752
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SPIRE TECHNOLOGIES 710 0   710
    STATE CHARITABLE FILING FEE 1,135 0   1,135
    GRANTMAKERS RENEWAL 2,471 0   2,471


    TY 2014 OtherIncreasesSchedule
    Name:
    THE JACKSON FOUNDATION 97305070
    EIN: 93-6020752
    Description Amount
       
       


    TY 2014 TaxesSchedule
    Name:
    THE JACKSON FOUNDATION 97305070
    EIN: 93-6020752
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES ON QUALIFIED FOR 3,857 3,857   0
    FOREIGN TAXES ON NONQUALIFIED 281 281   0