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
ANN JACKSON FAMILY FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 5580   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SANTA BARBARA, CA931505580
A Employer identification number

95-3367511
B Telephone number (see instructions)

(805) 969-2258
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$54,164,357J 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 1,021,223 1,021,223  
4 Dividends and interest from securities......      
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,073,761
b Gross sales price for all assets on line 6a 14,964,395
7 Capital gain net income (from Part IV, line 2)... 6,073,761
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)....... Click to see attachment 118,791 118,791  
12 Total. Add lines 1 through 11........ 7,213,775 7,213,775  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 1,074 0   0
b Accounting fees (attach schedule)....... Click to see attachment 8,038 2,000   6,038
c Other professional fees (attach schedule).... Click to see attachment 166,298 166,298   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 109,678 6,505   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 1,429 0  
20 Occupancy.............. 27,434 0   27,434
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 313,951 174,803   33,472
25 Contributions, gifts, grants paid........ 1,705,460 2,236,000
26 Total expenses and disbursements. Add lines 24 and 25 2,019,411 174,803   2,269,472
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,194,364
b Net investment income (if negative, enter -0-) 7,038,972
c Adjusted net income (if negative, enter -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.......... 1,198,464 1,706,885 1,706,885
3 Accounts receivable bullet108,954
Less: allowance for doubtful accounts bullet     108,954 108,954
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...........   5,113 5,113
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 29,218,998 Click to see attachment45,581,729 45,581,729
c Investments—corporate bonds (attach schedule)........ 4,824,447 Click to see attachment5,727,581 5,727,581
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 1,000,000 Click to see attachment1,020,520 1,020,520
14 Land, buildings, and equipment: basis bullet10,004
Less: accumulated depreciation (attach schedule) bullet1,429 0 Click to see attachment8,575 8,575
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment5,000 Click to see attachment5,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 36,241,909 54,164,357 54,164,357
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................   1,618,761
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) Click to see attachment0 Click to see attachment44,800
23 Total liabilities (add lines 17 through 22).......... 0 1,663,561
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 36,241,909 52,500,796
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    
30 Total net assets or fund balances (see instructions)...... 36,241,909 52,500,796
31 Total liabilities and net assets/fund balances (see instructions).. 36,241,909 54,164,357
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 36,241,909
2 Enter amount from Part I, line 27a..................... 2 5,194,364
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 16,753,049
4 Add lines 1, 2, and 3.......................... 4 58,189,322
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 5,688,526
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 52,500,796
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 REALIZED GAINS AND LOSSES P 2014-06-01 2015-05-31
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 14,964,395   8,890,634 6,073,761
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       6,073,761
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 6,073,761
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 2,136,960 49,774,072 0.042933
2012 2,166,560 44,324,907 0.048879
2011 2,058,385 41,793,358 0.049251
2010 1,961,217 42,280,061 0.046386
2009 1,882,548 38,890,862 0.048406
2 Total of line 1, column (d) ...................... 2 0.235855
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 0.047171
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 52,755,970
5 Multiply line 4 by line 3....................... 5 2,488,552
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 70,390
7 Add lines 5 and 6......................... 7 2,558,942
8 Enter qualifying distributions from Part XII, line 4.............. 8 2,269,472
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 1 140,779
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........................... 3 140,779
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- ..... 5 140,779
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 96,000
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 80,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 176,000
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 1,163
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 34,058
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet34,058 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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)
    bulletCA
    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 addressbulletWWW.ANNJACKSONFAMILYFOUNDATION.ORG
    14
    The books are in care ofbulletPALMER G JACKSON Telephone no.bullet (805) 969-2258
    Located atbulletPO BOX 5580SANTA BARBARACA ZIP+4bullet931505580
    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
     
     
    .........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
     
     
    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
    PALMER G JACKSON PRESIDENT
    4.00     		0 0 0
    PO BOX 5580
    SANTA BARBARA,CA93150
    CHARLES A JACKSON VICE PRESIDENT
    2.00     		0 0 0
    PO BOX 5580
    SANTA BARBARA,CA93150
    JAMES H JACKSON VICE PRESIDENT
    2.00     		0 0 0
    PO BOX 5580
    SANTA BARBARA,CA93150
    PALMER G JACKSON JR SECRETARY
    20.00     		0 0 0
    PO BOX 5580
    SANTA BARBARA,CA93150
    WILLIAM L JACKSON TREASURER
    4.00     		0 0 0
    PO BOX 5580
    SANTA BARBARA,CA93150
    DEBORAH B JONES DIRECTOR
    1.00     		0 0 0
    PO BOX 5580
    SANTA BARBARA,CA93150
    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.........................bullet0
    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
    52,100,418
    b
    Average of monthly cash balances.......................
    1b
    1,349,988
    c
    Fair market value of all other assets (see instructions)................
    1c
    108,954
    d
    Total (add lines 1a, b, and c).........................
    1d
    53,559,360
    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
    53,559,360
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    803,390
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    52,755,970
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,637,799
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    2,637,799
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    140,779
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    140,779
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,497,020
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,497,020
    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
    2,497,020
    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
    2,269,472
    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
     
    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
    2,269,472
    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
    2,269,472
    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 2,497,020
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 2,220,964
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 2,269,472
    a Applied to 2013, but not more than line 2a 2,220,964
    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..... 48,508
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 0 0
    (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 0
    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 ..........     		2,448,512
    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 ......     		0
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014....  
    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:
    PALMER G JACKSON
    PO BOX 5580
    SANTA BARBARA,CA93150
    (805) 969-2258
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS SHOULD BE IN LETTER FORM AND BE ACCOMPANIED BY PHOTOCOPIES OF THE MOST CURRENT FEDERAL AND STATE RULING LETTERS SHOWING THE APPLICANT TO BE AN ORGANIZATION DECLARED TO BE A PUBLIC CHARITY UNDER INTERNAL REVENUE SECTION 509(A)(1), (2) OR (3). THE APPLICATION SHOULD ALSO BE ACCOMPANIED BY A CERTIFICATE SIGNED BY AN OFFICER OF THE APPLYING ORGANIZATION THAT THE STATUS OF THE APPLICANT HAS NOT CHANGED SINCE THE ISSUANCE OF THE EXEMPT RULING LETTERS AND THAT RECEIPT OF A GRANT FROM THE ANN JACKSON FAMILY FOUNDATION WILL NOT CHANGE THE APPLICANT'S STATUS AS A PUBLIC CHARITY.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    AWARDS ARE MADE IN THE SOLE AND ABSOLUTE DISCRETION OF THE FOUNDATION TRUSTEES TO PUBLIC CHARITIES WHICH FOSTER RELIGIOUS, CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES AND TO ORGANIZATIONS WHICH PROMOTE THE PREVENTION OF CRUELTY TO CHILDREN AND ANIMALS.
    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
    ADVENTURES IN CARING
    1528 CHAPALA STREET SUITE 202
    SANTA BARBARA,CA93101     		NONE PC TRAINING AND SUPPORT PROGRAMS 10,000
    ALL SAINTS EPISCOPAL CHURCH
    83 EUCALYPTUS LANE
    SANTA BARBARA,CA93108     		NONE PC GENERAL OPERATING SUPPORT 12,000
    ALPHA RESOURCE CENTER OF SANTA BARBARA
    4501 CATHEDRAL OAKS ROAD
    SANTA BARBARA,CA93110     		NONE PC PROGRAM SUPPORT 10,000
    ALZHEIMER'S ASSOCIATION
    1528 CHAPALA STREET SUITE 202
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 7,500
    AMERICAN DANCE & MUSIC
    PO BOX 90708
    SANTA BARBARA,CA93190     		NONE PC MOVING TO LEARN PROGRAM 2,500
    ANTHONY TRUST ASSOCIATION
    PO BOX 205471
    NEW HAVEN,CT06520     		NONE PC GENERAL OPERATING SUPPORT 1,000
    ARTS FUND
    205-C SANTA BARBARA STREET
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 8,000
    ARTS OUTREACH
    PO BOX 755
    LOS OLIVOS,CA93441     		NONE PC ELDER ARTS PROGRAM 8,000
    BLIND CHILDREN'S CENTER
    4120 MARATHON ST
    LOS ANGELES,CA90029     		NONE PC GENERAL OPERATING SUPPORT 2,000
    BOY SCOUTS LOS PADRES COUNCIL
    4000 MODOC ROAD
    SANTA BARBARA,CA93110     		NONE PC GENERAL OPERATING SUPPORT 10,000
    BOYS & GIRLS CLUB OF SANTA BARBARA
    632 EAST CANON PERDIDO ST
    SANTA BARBARA,CA93103     		NONE PC HERITAGE FUND 1,000
    BOYS & GIRLS CLUBS OF MONTEREY COUNTY
    PO BOX 97
    SEASIDE,CA09355     		NONE PC GENERAL OPERATING SUPPORT 5,000
    BOYS & GIRLS CLUBS CAMP WHITTIER
    PO BOX 1485
    SANTA BARBARA,CA93102     		NONE PC GENERAL OPERATING SUPPORT 10,000
    BRAILLE INSTITUTE OF LOS ANGELES
    741 N VERMONT AVENUE
    LOS ANGELES,CA90029     		NONE PC GENERAL OPERATING SUPPORT 10,000
    BRAILLE INSTITUTE OF LOS ANGELES
    741 N VERMONT AVENUE
    LOS ANGELES,CA90029     		NONE PC PROGRAM SUPPORT 5,000
    BRAIN SUPPORT NETWORK
    PO BOX 7264
    MENLO PARK,CA94026     		NONE PC GENERAL OPERATING SUPPORT 5,000
    CREW
    PO BOX 1532
    OJAI,CA93024     		NONE PC PROGRAM SUPPORT 10,000
    CALIFORNIA 4-H FOUNDATION
    6950 HOLLISTER AVENUE SUITE 275
    GOLETA,CA93117     		NONE PC GENERAL OPERATING SUPPORT 15,000
    CALIFORNIANS FOR POPULATION STABILIZATION
    1129 STATE STREET SUITE 30
    SANTA BARBARA,CA93101     		NONE PC PROGRAM SUPPORT 5,000
    CALM
    1236 CHAPALA STREET
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 5,000
    CAMERATA PACIFICA
    PO BOX 30116
    SANTA BARBARA,CA93130     		NONE PC PROGRAM SUPPORT 10,000
    CANCER FOUNDATION OF SANTA BARBARA
    300 WEST PUEBLO
    SANTA BARBARA,CA93105     		NONE PC GENERAL OPERATING SUPPORT 5,000
    CANCER FOUNDATION OF SANTA BARBARA
    300 WEST PUEBLO
    SANTA BARBARA,CA93105     		NONE PC GENERAL OPERATING SUPPORT 5,000
    CANCER FOUNDATION OF SANTA BARBARA
    300 WEST PUEBLO
    SANTA BARBARA,CA93105     		NONE PC WELLNESS PROGRAMS 50,000
    CARONDELET HIGH SCHOOL
    1133 WINTON DRIVE
    CONCORD,CA94518     		NONE PC GENERAL OPERATING SUPPORT 1,000
    CARRIAGE & WESTERN ART MUSEUM
    PO BOX 1587
    SANTA BARBARA,CA93102     		NONE PC GENERAL OPERATING SUPPORT 5,000
    CASA
    118 EAST FIGUEROA STREET
    SANTA BARBARA,CA93101     		NONE PC VOLUNTEER ADVOCATE PROGRAMS 5,000
    CASA DEL HERRERO
    PO BOX 5612
    SANTA BARBARA,CA93150     		NONE PC GENERAL OPERATING SUPPORT 25,000
    CASA DEL HERRERO
    PO BOX 5612
    SANTA BARBARA,CA93150     		NONE PC GENERAL OPERATING SUPPORT 2,500
    CASA DEL HERRERO
    PO BOX 5612
    SANTA BARBARA,CA93150     		NONE PC GATE RESTORATION PROJECT 12,500
    CASA ESPERANSA HOMELESS CENTER
    PO BOX 24116
    SANTA BARBARA,CA93121     		NONE PC GENERAL OPERATING SUPPORT 20,000
    CASA OF MONTEREY COUNTY
    945 S MAIN ST
    SALINAS,CA93901     		NONE PC GENERAL OPERATING SUPPORT 5,000
    CATE SCHOOL
    PO BOX 5005
    CARPINTERIA,CA93014     		NONE PC GENERAL OPERATING SUPPORT 2,000
    CATE SCHOOL
    PO BOX 5005
    CARPINTERIA,CA93014     		NONE PC GENERAL OPERATING SUPPORT 5,000
    CATE SCHOOL
    PO BOX 5005
    CARPINTERIA,CA93014     		NONE PC ENODWMENT FUNDS 12,000
    CENTER FOR THE PERFORMING ARTS
    1330 STATE STREET SUITE 101
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 20,000
    CHANNEL CITY CLUB
    PO BOX 2247
    SANTA BARBARA,CA93120     		NONE PC GENERAL OPERATING SUPPORT 5,000
    CHILDREN'S HOSPITAL LOS ANGELES
    4650 SUNSET BOULEVARD MS 29
    LOS ANGELES,CA90027     		NONE PC GUARDIAN ANGELS COUNCIL 10,000
    CIELO FOUNDATION
    1812 LA CORONILLA DRIVE
    SANTA BARBARA,CA93109     		NONE PC CONCERT PRODUCTION COSTS 15,000
    CLAREMONT GRADUATE SCHOOL
    100 150 E TENTH STREET
    CLAREMONT,CA91711     		NONE PC GENERAL OPERATING SUPPORT 2,000
    COMMUNITY ARTS MUSIC ASSOCIATION (CAMA)
    2060 ALAMEDA PADRE SERRA SUITE 201
    SANTA BARBARA,CA93103     		NONE PC GENERAL OPERATING SUPPORT 10,000
    CORNERSTONE HOUSE
    1451 CAMINO TRILLADO
    CARPINTERIA,CA93013     		NONE PC HAPPY ADVENTURE SUMMER CAMP CAMPERSHIPS 5,000
    COTTAGE HOSPITAL FOUNDATION
    PO BOX 689
    SANTA BARBARA,CA93102     		NONE PC GRAND OPENING OF RENNOVATED HOSPITAL 25,000
    COTTAGE HOSPITAL FOUNDATION
    PO BOX 689
    SANTA BARBARA,CA93102     		NONE PC COTTAGE ASSOCIATES PROGRAM 3,000
    CRANE SCHOOL
    1795 SAN LEANDRO LANE
    SANTA BARBARA,CA93108     		NONE PC GENERAL OPERATING SUPPORT 50,000
    CRANE SCHOOL
    1795 SAN LEANDRO LANE
    SANTA BARBARA,CA93108     		NONE PC GENERAL OPERATING SUPPORT 6,000
    DEAN BROWN LEADERSHIP FOUNDATION
    2529 PROFESSIONAL PARKWAY
    SANTA MARIA,CA93455     		NONE PC LEADERSHIP PROGRAM 5,000
    DEERFIELD ACADEMY
    7 BOYDEN LN
    DEERFIELD,MA01342     		NONE PC GENERAL OPERATING SUPPORT 2,000
    DIRECT RELIEF
    27 S LA PATERA LANE
    SANTA BARBARA,CA93117     		NONE PC GENERAL OPERATING SUPPORT 10,000
    DISABLED SPORTS EASTERN SIERRA
    PO BOX 7275
    MAMMOTH LAKES,CA93546     		NONE PC GENERAL OPERATING SUPPORT 3,000
    DUNN SCHOOL
    PO BOX 98
    LOS OLIVOS,CA93441     		NONE PC GENERAL OPERATING SUPPORT 15,000
    DUNN SCHOOL
    PO BOX 98
    LOS OLIVOS,CA93441     		NONE PC FACILITY MASTER PLAN UPGRADE 60,000
    EASY LIFT
    53 CASS PLACE SUITE D
    GOLETA,CA93117     		NONE PC PROGRAM SUPPORT 10,000
    ELINGS PARK FOUNDATION
    1298 LAS POSITAS RD
    SANTA BARBARA,CA93105     		NONE PC CHAIRMAN'S COUNCIL PROGRAM 2,000
    ELVERHOJ MUSEUM OF HISTORY & ART
    PO BOX 769
    SOLVANG,CA93464     		NONE PC PROGRAM SUPPORT 5,000
    ENSEMBLE THEATRE
    PO BOX 2307
    SANTA BARBARA,CA93120     		NONE PC GENERAL OPERATING SUPPORT 10,000
    ENSEMBLE THEATRE
    PO BOX 2307
    SANTA BARBARA,CA93120     		NONE PC VICTORIA THEATRE RENOVATION 60,000
    EXPONENT PHILANTHROPY
    1720 NORTH STREET NW
    WASHINGTON,DC20036     		NONE PC GENERAL OPERATING SUPPORT 1,000
    FAMILY SERVICE AGENCY
    123 WEST GUTIERREZ STREET
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 10,000
    FIRST TEE
    PO BOX 1611
    SUMMERLAND,CA93067     		NONE PC GENERAL OPERATING SUPPORT 2,000
    FOOD BANK
    4554 HOLLISTER AVE
    SANTA BARBARA,CA93110     		NONE PC GENERAL OPERATING SUPPORT 10,000
    FOOD FROM THE HEART
    PO BOX 3908
    SANTA BARBARA,CA93150     		NONE PC GENERAL OPERATING SUPPORT 5,000
    FOUNDATION ROUNDTABLE
    1111 CHAPALA STREET SUITE 200
    SANTA BARBARA,CA93101     		NONE PC PARTNERSHIP FOR EXCELLENCE 6,500
    FRESH WATER ACTION INC
    149 EAST SIDE DRIVE
    CONCORD,NH03301     		NONE PC GENERAL OPERATING SUPPORT 75,000
    FRIENDS LOS ALAMOS PUBLIC LIBRARY
    PO BOX 493
    LOS ALAMOS,CA93440     		NONE PC "BRING BACK OUR LIBRARY" PROJECT 15,000
    FRIENDS OF MONTECITO LIBRARY
    PO BOX 5788
    SANTA BARBARA,CA93150     		NONE PC GENERAL OPERATING SUPPORT 4,000
    FRIENDS OF THE CARPINTERIA LIBRARY
    5141 CARPINTERIA AVENUE
    CARPINTERIA,CA93013     		NONE PC GENERAL OPERATING SUPPORT 5,000
    FRIENDS OF THE SANTA YNEZ VALLEY LIBRARY
    PO BOX 1476
    SOLVANG,CA93464     		NONE PC PROGRAM SUPPORT 2,000
    FRIENDSHIP CENTER
    820 N FAIRVIEW AVENUE
    GOLETA,CA93117     		NONE PC GENERAL OPERATING SUPPORT 5,000
    FRIENDSHIP HOUSE
    PO BOX 486
    SOLVANG,CA93464     		NONE PC GENERAL OPERATING SUPPORT 3,000
    FUND FOR SANTA BARBARA
    26 W ANAPAMU STREET
    SANTA BARBARA,CA93101     		NONE PC NONPROFIT RESOURCE CENTER 5,000
    GIRL SCOUTS
    1500 PALMA DRIVE SUITE 110
    VENTURA,CA93003     		NONE PC GENERAL OPERATING SUPPORT 15,000
    GIRLS INC OF CARPINTERIA
    5315 FOOTHILL ROAD
    CARPINTERIA,CA93013     		NONE PC AFTER-SCHOOL PROGRAMS 8,000
    GIRLS INC OF SANTA BARBARA
    PO BOX 236
    SANTA BARBARA,CA93102     		NONE PC SCHOLARSHIPS 10,000
    GOLETA VALLEY COTTAGE HOSPITAL FOUNDATION
    PO BOX 6306
    SANTA BARBARA,CA93150     		NONE PC NEW HOSPITAL CONSTRUCTION PROJECT 100,000
    GOLETA VALLEY HISTORICAL SOCIETY
    304 NORTH LOS CARNEROS ROAD
    GOLETA,CA93117     		NONE PC ARBORETUM RESTORATION 10,000
    GUIDE DOGS FOR THE BLIND
    PO BOX 151200
    SAN RAFAEL,CA94915     		NONE PC GUIDE DOG TEAM 15,000
    HAAS SCHOOL ANNUAL FUND
    545 STUDENT SERVICES BLDG 1900
    BERKELEY,CA94720     		NONE PC GENERAL OPERATING SUPPORT 10,000
    HARMONY AT HOME
    3785 VIA NONA MARIE SUITE 300
    CARMEL,CA93923     		NONE PC GENERAL OPERATING SUPPORT 5,000
    HEARTS THERAPEUTIC EQUESTRIAN CENTER
    PO BOX 30662
    SANTA BARBARA,CA93130     		NONE PC GENERAL OPERATING SUPPORT 15,000
    HILLSIDE HOUSE
    1235 VERONICA SPRINGS RD
    SANTA BARBARA,CA93105     		NONE PC GENERAL OPERATING SUPPORT 10,000
    HOOVER INSTITUTION
    434 GALVEZ MALL
    STANFORD,CA94305     		NONE PC GENERAL OPERATING SUPPORT 10,000
    HUNTINGTON MEMORIAL HOSPITAL
    PO BOX 7013
    PASADENA,CA91109     		NONE PC "SCRUBS" GROUP 5,000
    IAPECBS
    PO BOX 870
    BUELLTON,CA93427     		NONE PC PROGRAM SUPPORT 4,000
    JUNIOR BLIND OF AMERICA
    5300 ANGELES VISTA BLVD
    LOS ANGELES,CA90043     		NONE PC CAMP BLOOMFIELD, HATTEN CENTER, BLIND BABIES PROGRAMS 15,000
    LA CASA DE MARIA
    800 EL BOSQUE ROAD
    SANTA BARBARA,CA93108     		NONE PC GENERAL OPERATING SUPPORT 25,000
    LAGUNA BLANCA SCHOOL
    4125 PALOMA DRIVE
    SANTA BARBARA,CA93110     		NONE PC GENERAL OPERATING SUPPORT 3,000
    LAGUNA BLANCA SCHOOL
    4125 PALOMA DRIVE
    SANTA BARBARA,CA93110     		NONE PC GENERAL OPERATING SUPPORT 10,000
    LASALLE HIGH SCHOOL
    3880 EAST SIERRA MADRE BLVD
    PASADENA,CA91107     		NONE PC GENERAL OPERATING SUPPORT 1,000
    LIFE CHRONICLES
    113 W MISSION STREET SUITE B2
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 5,000
    LOBERO THEATRE FOUNDATION
    33 EAST CANON PERDIDO STREET
    SANTA BARBARA,CA93101     		NONE PC GHOST LIGHT SOCIETY 21,000
    LOBERO THEATRE FOUNDATION
    33 EAST CANON PERDIDO STREET
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 10,000
    LOBERO THEATRE FOUNDATION
    33 EAST CANON PERDIDO STREET
    SANTA BARBARA,CA93101     		NONE PC ENCORE CAPITAL CAMPAIGN 50,000
    LOTUSLAND FOUNDATION
    695 ASHLEY ROAD
    SANTA BARBARA,CA93108     		NONE PC GENERAL OPERATING SUPPORT 5,000
    LOTUSLAND FOUNDATION
    695 ASHLEY ROAD
    SANTA BARBARA,CA93108     		NONE PC GENERAL OPERATING SUPPORT 3,000
    LOTUSLAND FOUNDATION
    695 ASHLEY ROAD
    SANTA BARBARA,CA93108     		NONE PC WATER GARDEN RESORATION PROJECT PHASE II 25,000
    MARJORIE LUKE THEATRE
    PO BOX 21046
    SANTA BARBARA,CA93121     		NONE PC GENERAL OPERATING SUPPORT 10,000
    MASTER CHORALE
    PO BOX 1902
    SANTA YNEZ,CA93460     		NONE PC GENERAL OPERATING SUPPORT 8,000
    MENTAL WELLNESS CENTER
    617 GARDEN STREET
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 20,000
    MONTECITO COMMUNITY FOUNDATION
    PO BOX 5001
    SANTA BARBARA,CA93150     		NONE PC GENERAL OPERATING SUPPORT 1,000
    MONTECITO YMCA
    591 SANTA ROSA LANE
    SANTA BARBARA,CA93108     		NONE PC PROGRAM SUPPORT 8,000
    MUSIC ACADEMY OF THE WEST
    1070 FAIRWAY ROAD
    SANTA BARBARA,CA93108     		NONE PC SCHOLARSHIPS 10,000
    MUSIC ACADEMY OF THE WEST
    1070 FAIRWAY ROAD
    SANTA BARBARA,CA93108     		NONE PC SCHOLARSHIPS 10,000
    NOAH'S ANCHORAGE (YMCA)
    105 E CARRILLO ST
    SANTA BARBARA,CA93101     		NONE PC REACHING FOR THE STARS 5,000
    PACIFIC LEGAL FOUNDATION
    930 G STREET
    SACRAMENTO,CA95814     		NONE PC GENERAL OPERATING SUPPORT 5,000
    PARTNERSHIP FOR HASS PREEMINENCE
    2220 PIEDMONT AVENUE
    BERKELEY,CA94720     		NONE PC BUSINESS SCHOOL BUILDING FUND 25,000
    PATHPOINT
    315 WEST HALEY STREET SUITE 102
    SANTA BARBARA,CA93101     		NONE PC NEW VAN PURCHASE 10,000
    PEOPLE HELPING PEOPLE
    PO BOX 1478
    SOLVANG,CA93463     		NONE PC GENERAL OPERATING SUPPORT 10,000
    PLANNED PARENTHOOD
    518 GARDEN STREET
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 10,000
    POLYTECHNIC SCHOOL
    1030 EAST CALIFORNIA BLVD
    PASADENA,CA91106     		NONE PC GENERAL OPERATING SUPPORT 4,000
    RAND
    PO BOX 2138
    SANTA MONICA,CA90407     		NONE PC GENERAL OPERATING SUPPORT 5,000
    RONA BARRETT FOUNDATION
    PO BOX 1559
    SANTA YNEZ,CA93460     		NONE PC GOLDEN INN & VILLAGE PROJECT 50,000
    SANATA BARBARA FOUNDATION
    1111 CHAPALA STREET SUITE 200
    SANTA BARBARA,CA93101     		NONE PC ASSOCIATES PROGRAM 4,000
    SANATA BARBARA FOUNDATION
    1111 CHAPALA STREET SUITE 200
    SANTA BARBARA,CA93101     		NONE PC THRIVE 15,000
    SANSUM CLINIC
    470 SOUTH PATTERSON AVENUE
    SANTA BARBARA,CA93102     		NONE PC MCNAMARA FUND 10,000
    SANTA BARBARA BOTANIC GARDEN
    1212 MISSION CANYON ROAD
    SANTA BARBARA,CA93105     		NONE PC GENERAL OPERATING SUPPORT 1,000
    SANTA BARBARA BOTANIC GARDEN
    1212 MISSION CANYON ROAD
    SANTA BARBARA,CA93105     		NONE PC "SEED THE FUTURE" CAMPAIGN 50,000
    SANTA BARBARA BOWL FOUNDATION
    1122 N MILPAS ST
    SANTA BARBARA,CA93103     		NONE PC BACKSTAGE IMPROVEMENT PROJECT 25,000
    SANTA BARBARA CHAMBER ORCHESTRA
    PO BOX 90903
    SANTA BARBARA,CA93190     		NONE PC GENERAL OPERATING SUPPORT 10,000
    SANTA BARBARA CHORAL SOCIETY
    1330 STATE ST 202
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 10,000
    SANTA BARBARA CITY COLLEGE
    721 CLIFF DRIVE
    SANTA BARBARA,CA93109     		NONE PC SCHOLARSHIPS 20,000
    SANTA BARBARA CONTEMPORARY ARTS FORUM
    653 PASEO NUEVO
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 5,000
    SANTA BARBARA COUNTY GENEALOGICAL SOCIETY
    PO BOX 1303
    GOLETA,CA93116     		NONE PC GENERAL OPERATING SUPPORT 1,000
    SANTA BARBARA HISTORICAL SOCIETY
    136 E DE LA GUERRA STREET
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 2,000
    SANTA BARBARA HUMANE SOCIETY
    5399 OVERPASS ROAD
    SANTA BARBARA,CA93111     		NONE PC GENERAL OPERATING SUPPORT 1,000
    SANTA BARBARA MARITIME MUSEUM
    113 HARBOR WAY SUITE 190
    SANTA BARBARA,CA93109     		NONE PC GENERAL OPERATING SUPPORT 10,000
    SANTA BARBARA MARITIME MUSEUM
    113 HARBOR WAY SUITE 190
    SANTA BARBARA,CA93109     		NONE PC GENERAL OPERATING SUPPORT 5,000
    SANTA BARBARA MUSEUM OF ART
    1130 STATE STREET
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 25,000
    SANTA BARBARA MUSEUM OF ART
    1130 STATE STREET
    SANTA BARBARA,CA93101     		NONE PC SMART FAMILIES PROGRAM 1,500
    SANTA BARBARA MUSEUM OF ART
    1130 STATE STREET
    SANTA BARBARA,CA93101     		NONE PC BUILDING IMPROVEMENT PROJECT 100,000
    SANTA BARBARA MUSEUM OF NATURAL HISTORY
    2559 PUESTA DEL SOL ROAD
    SANTA BARBARA,CA93105     		NONE PC GENERAL OPERATING SUPPORT 10,000
    SANTA BARBARA MUSEUM OF NATURAL HISTORY
    2559 PUESTA DEL SOL ROAD
    SANTA BARBARA,CA93105     		NONE PC GENERAL OPERATING SUPPORT 7,000
    SANTA BARBARA MUSEUM OF NATURAL HISTORY
    2559 PUESTA DEL SOL ROAD
    SANTA BARBARA,CA93105     		NONE PC GENERAL OPERATING SUPPORT 50,000
    SANTA BARBARA NEIGHBORHOOD CLINICS
    915 N MILPAS ST 2ND FLOOR
    SANTA BARBARA,CA93103     		NONE PC GENERAL OPERATING SUPPORT 10,000
    SANTA BARBARA OPERA
    1330 STATE STREET SUITE 209
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 15,000
    SANTA BARBARA RESCUE MISSION
    535 E YANONALI STREET
    SANTA BARBARA,CA93103     		NONE PC RECOVERY SERVICES 10,000
    SANTA BARBARA REVELS
    PO BOX 41535
    SANTA BARBARA,CA93140     		NONE PC GENERAL OPERATING SUPPORT 3,000
    SANTA BARBARA SYMPHONY
    1330 STATE STREET SUITE 102
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 20,000
    SANTA BARBARA TRUST FOR HISTORIC PRESERVATION
    123 E CANON PERDIDO ST
    SANTA BARBARA,CA93101     		NONE PC 4X4X4 INITIATIVE 25,000
    SANTA BARBARA VISITNG NURSE & HOSPICE
    509 E MONTECITO ST SUITE 200
    SANTA BARBARA,CA93103     		NONE PC GENERAL OPERATING SUPPORT 12,000
    SANTA BARBARA VISITNG NURSE & HOSPICE
    509 E MONTECITO ST SUITE 200
    SANTA BARBARA,CA93103     		NONE PC CAPITAL CAMPAIGN 25,000
    SANTA BARBARA WILDERNESS YOUTH PROJECT
    5386 HOLLISTER AVENUE SUITE D
    SANTA BARBARA,CA93111     		NONE PC PROGRAM SUPPORT 5,000
    SANTA YNEZ VALLEY HISTORICAL SOCIETY
    PO BOX 181
    SANTA YNEZ,CA93460     		NONE PC GENERAL OPERATING SUPPORT 2,000
    SANTA YNEZ VALLEY FOUNDATION
    540 ALISAL ROAD SUITE 10
    SOLVANG,CA93463     		NONE PC AFFILIATES PROGRAM 1,000
    SANTA YNEZ VALLEY HOSPITAL FOUNDATION
    700 ALAMO PINTADO ROAD
    SOLVANG,CA93463     		NONE PC PROGRAM SUPPORT 5,000
    SANTA YNEZ VALLEY HUMANE SOCIETY
    PO BOX 335
    BUELLTON,CA93427     		NONE PC GENERAL OPERATING SUPPORT 1,000
    SARAH HOUSE
    PO BOX 20031
    SANTA BARBARA,CA93120     		NONE PC PROGRAM SUPPORT 10,000
    SB PUBLIC LIBRARY FOUNDATION
    PO BOX 1019
    SANTA BARBARA,CA93102     		NONE PC CHILDREN'S LIBRARY CAMPAIGN 62,500
    SCHOLARSHIP FOUNDATION OF SANTA BARBARA
    PO BOX 3620
    SANTA BARBARA,CA93130     		NONE PC SCHOLARSHIPS 20,000
    SENIOR CITIZENS FOUNDATION
    PO BOX 1946
    BUELLTON,CA93427     		NONE PC SENIOR PROGRAMS 5,000
    SHEPHERD OF THE VALLEY CHURCH
    3550 BASELINE AVE
    SANTA YNEZ,CA93460     		NONE PC GENERAL OPERATING SUPPORT 7,500
    SINGS LIKE HELL
    3509 SOCORRO TRAIL
    AUSTIN,TX78739     		NONE PC GENERAL OPERATING SUPPORT 4,000
    SOLVANG LUTHERAN HOME
    36 ATTERDAG ROAD
    SOLVANG,CA93463     		NONE PC ENDOWMENT FUND 3,000
    SOLVANG SENIOR CENTER
    1745 MISSION DRIVE
    SOLVANG,CA93463     		NONE PC GENERAL OPERATING SUPPORT 3,000
    SOLVANG THEATERFEST
    PO BOX 917
    SOLVANG,CA93464     		NONE PC GENERAL OPERATING SUPPORT 5,000
    SPECIAL OLYMPICS OF SANTA BARBARA
    423 W VICTORIA STREET
    SANTA BARBARA,CA93101     		NONE PC SPORTS TRAINING AND COMPETITION PROGRAMS 10,000
    ST GEORGE'S
    PO BOX 1910
    NEWPORT,RI02840     		NONE PC GENERAL OPERATING SUPPORT 1,000
    ST VINCENT'S
    4200 CALLE REAL
    SANTA BARBARA,CA93110     		NONE PC CHILDREN AND FAMILY SERVICES 5,000
    ST EDMUND'S EPISCOPAL CHURCH
    PO BOX 80038
    SAN MARINO,CA91118     		NONE PC GENERAL OPERATING SUPPORT 2,000
    STANFORD ALUMNI FUND
    PO BOX 20466
    STANFORD,CA94309     		NONE PC GENERAL OPERATING SUPPORT 2,000
    STANFORD BUSINESS SCHOOL
    518 MEMORIAL DRIVE
    STANFORD,CA94305     		NONE PC GENERAL OPERATING SUPPORT 2,000
    STANFORD FUND
    PO BOX 20466
    STANFORD,CA94309     		NONE PC GENERAL OPERATING SUPPORT 3,000
    STANFORD GRADUATE SCHOOL OF BUSINESS
    518 MEMORIAL DRIVE
    STANFORD,CA94305     		NONE PC GENERAL OPERATING SUPPORT 10,000
    STATE STREET BALLET
    2285 LAS POSITAS ROAD
    SANTA BARBARA,CA93105     		NONE PC PROGRAM SUPPORT 10,000
    STEVENSON SCHOOL
    3152 FOREST LAKE ROAD
    PEBBLE BEACH,CA93953     		NONE PC FACULTY ENRICHMENT FUND 7,500
    STORYTELLER
    2115 STATE STREET
    SANTA BARBARA,CA93105     		NONE PC GENERAL OPERATING SUPPORT 5,000
    STORYTELLER
    2115 STATE STREET
    SANTA BARBARA,CA93105     		NONE PC LAND PURCHASE 25,000
    SUMMIT ASSISTANCE DOGS
    PO BOX 699
    ANACORTES,WA98221     		NONE PC PROGRAM SUPPORT 2,000
    THERAPEUTIC RIDING PROGRAM
    PO BOX 256
    SOLVANG,CA93464     		NONE PC GENERAL OPERATING SUPPORT 5,000
    TRANSITION HOUSE
    425 E COTA ST
    SANTA BARBARA,CA93101     		NONE PC HOMES PROGRAM 10,000
    UC BERKELEY CAL ANNUAL FUND
    2440 BANKCROFT WAY 4200
    BERKELEY,CA94720     		NONE PC GENERAL OPERATING SUPPORT 1,000
    UCP WORK INC
    5464 CARPINTERIA AVENUE SUITE B
    CARPINTERIA,CA93013     		NONE PC PROGRAM SUPPORT 10,000
    UNITY SHOPPE INC
    110 W SOLA ST
    SANTA BARBARA,CA93101     		NONE PC PROGRAM SUPPORT 10,000
    UNITY SHOPPE INC
    110 W SOLA ST
    SANTA BARBARA,CA93101     		NONE PC PROGRAM SUPPORT 10,000
    UNIVERSITY OF PUGET SOUND
    1500 NORTH WERNER STREET
    TACOMA,WA98416     		NONE PC GENERAL OPERATING SUPPORT 1,000
    USC MARSHALL SCHOOL OF BUSINESS
    1150 S OLIVE STREET 29TH FLOOR
    LOS ANGELES,CA90015     		NONE PC GENERAL OPERATING SUPPORT 1,000
    WESTMONT FOUNDATION
    955 LA PAZ ROAD
    SANTA BARBARA,CA93108     		NONE PC SCHOLARSHIPS 2,000
    WESTMONT FOUNDATION
    955 LA PAZ ROAD
    SANTA BARBARA,CA93108     		NONE PC GENERAL OPERATING SUPPORT 2,500
    WHITMAN COLLEGE
    345 BOYER AVENUE
    WALLA WALLA,WA99362     		NONE PC GENERAL OPERATING SUPPORT 1,000
    WILDING ART MUSEUM
    1511 MISSION DR
    SOLVANG,CA93463     		NONE PC GENERAL OPERATING SUPPORT 10,000
    WILLAMETTE UNIVERSITY
    900 STATE STREET
    SALEM,OR97301     		NONE PC GENERAL OPERATING SUPPORT 1,000
    WILLAMETTE UNIVERSITY
    900 STATE STREET
    SALEM,OR97301     		NONE PC GENERAL OPERATING SUPPORT 25,000
    YALE UNIVERSITY
    PO BOX 2038
    NEW HAVEN,CT06521     		NONE PC GENERAL OPERATING SUPPORT 50,000
    YALE UNIVERSITY
    PO BOX 2038
    NEW HAVEN,CT06521     		NONE PC GENERAL OPERATING SUPPORT 9,000
    SOLVANG YMCA
    900 NORTH REFUGIO ROAD
    SANTA YNEZ,CA93460     		NONE PC GENERAL OPERATING SUPPORT 2,000
    YOUNG AMERICA'S FOUNDATION
    217 STATE STREET
    SANTA BARBARA,CA93101     		NONE PC PROGRAM SUPPORT 10,000
    YOUTH RECREATION
    PO BOX 503
    SOLVANG,CA93464     		NONE PC YOUTH RECREATION PROGRAMS 5,000
    Total .................................bullet 3a 2,236,000
    bApproved for future payment
    SANTA BARBARA MUSEUM OF NATURAL HISTORY
    2559 PUESTA DEL SOL ROAD
    SANTA BARBARA,CA93105     		NONE PC GENERAL OPERATING SUPPORT 350,000
    SANTA BARBARA MUSEUM OF ART
    1130 STATE STREET
    SANTA BARBARA,CA93101     		NONE PC BUILDING IMPROVEMENT PROJECT 300,000
    SANTA BARBARA BOTANIC GARDEN
    1212 MISSION CANYON ROAD
    SANTA BARBARA,CA93105     		NONE PC "SEED THE FUTURE" CAMPAIGN 250,000
    CRANE SCHOOL
    1795 SAN LEANDRO LANE
    SANTA BARBARA,CA93108     		NONE PC GENERAL OPERATING SUPPOR 150,000
    SB PUBLIC LIBRARY FOUNDATION
    PO BOX 1019
    SANTA BARBARA,CA93102     		NONE PC CHILDREN'S LIBRARY CAMPAIGN 125,000
    RONA BARRETT FOUNDATION
    PO BOX 1559
    SANTA BARBARA,CA93460     		NONE PC GOLDEN INN & VILLAGE PROJECT 100,000
    LOBERO THEATRE FOUNDATION
    33 EAST CANON PERDIDO STREET
    SANTA BARBARA,CA93101     		NONE PC ENCORE CAPITAL CAMPAIGN 100,000
    LOTUSLAND FOUNDATION
    695 ASHLEY ROAD
    SANTA BARBARA,CA93108     		NONE PC WATER GARDEN RESORATION PROJECT PHASE II 75,000
    PARTNERSHIP FOR HASS PREEMINENCE
    2220 PIEDMONT AVENUE
    BERKELEY,CA94720     		NONE PC BUSINESS SCHOOL BUILDING FUND 50,000
    CALIFORNIA 4-H FOUNDATION
    6950 HOLLISTER AVENUE SUITE 275
    GOLETA,CA93117     		NONE PC GENERAL OPERATING SUPPORT 30,000
    SANTA BARBARA BOWL FOUNDATION
    1122 N MILPAS ST
    SANTA BARBARA,CA93103     		NONE PC BACKSTAGE IMPROVEMENT PROJECT 25,000
    LA CASA DE MARIA
    800 EL BOSQUE ROAD
    SANTA BARBARA,CA93108     		NONE PC GENERAL OPERATING SUPPORT 25,000
    WILLAMETTE UNIVERSITY
    900 STATE STREET
    SALEM,OR97301     		NONE PC GENERAL OPERATING SUPPORT 25,000
    SANTA BARBARA VISITNG NURSE & HOSPICE
    509 E MONTECITO ST SUITE 200
    SANTA BARBARA,CA93103     		NONE PC CAPITAL CAMPAIGN 25,000
    CRANE SCHOOL
    1795 SAN LEANDRO LANE
    SANTA BARBARA,CA93108     		NONE PC GENERAL OPERATING SUPPORT 15,000
    CASA DEL HERRERO
    PO BOX 5612
    SANTA BARBARA,CA93150     		NONE PC GENERAL OPERATING SUPPORT 12,500
    CHANNEL CITY CLUB
    PO BOX 2247
    SANTA BARBARA,CA93120     		NONE PC GENERAL OPERATING SUPPORT 5,000
    Total .................................bullet 3b 1,662,500
    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 ............     		    14 1,021,223  
    4 Dividends and interest from securities....          
    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.....     14 118,791  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    14 6,073,761  
    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).. 0 7,213,775 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    137,213,775
    (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:
    ANN JACKSON FAMILY FOUNDATION
    EIN: 95-3367511
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 8,038 2,000   6,038

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

    TY 2014 DepreciationSchedule
    Name:
    ANN JACKSON FAMILY FOUNDATION
    EIN: 95-3367511
    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
    TABLES AND CHAIRS 2014-12-05 2,398   200DB 7.000000000000 343 0    
    OFFICE CABINET 2014-12-24 6,091   200DB 7.000000000000 870 0    
    OFFICE SINK 2015-01-26 1,515   200DB 7.000000000000 216 0    

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    ANN JACKSON FAMILY FOUNDATION
    EIN: 95-3367511
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FIXED INCOME 5,727,581 5,727,581

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    ANN JACKSON FAMILY FOUNDATION
    EIN: 95-3367511
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITIES 44,911,690 44,911,690
    REAL ESTATE FUNDS 670,039 670,039

    TY 2014 InvestmentsOtherSchedule2
    Name:
    ANN JACKSON FAMILY FOUNDATION
    EIN: 95-3367511
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    LIMITED PARTNERSHIPS AT COST 1,020,520 1,020,520

    TY 2014 LandEtcSchedule2
    Name:
    ANN JACKSON FAMILY FOUNDATION
    EIN: 95-3367511
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    TABLES AND CHAIRS 2,398 343 2,055 2,055
    OFFICE CABINET 6,091 870 5,221 5,221
    OFFICE SINK 1,515 216 1,299 1,299


    TY 2014 LegalFeesSchedule
    Name:
    ANN JACKSON FAMILY FOUNDATION
    EIN: 95-3367511
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 1,074 0   0


    TY 2014 OtherAssetsSchedule
    Name:
    ANN JACKSON FAMILY FOUNDATION
    EIN: 95-3367511
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DEPOSITS 0 5,000 5,000


    TY 2014 OtherDecreasesSchedule
    Name:
    ANN JACKSON FAMILY FOUNDATION
    EIN: 95-3367511
    Description Amount
       
       
       


    TY 2014 OtherIncomeSchedule2
    Name:
    ANN JACKSON FAMILY FOUNDATION
    EIN: 95-3367511
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    AG CAPITAL RECOVERY VI, LP 118,791 118,791 118,791


    TY 2014 OtherIncreasesSchedule
    Name:
    ANN JACKSON FAMILY FOUNDATION
    EIN: 95-3367511
    Description Amount
       


    TY 2014 OtherLiabilitiesSchedule
    Name:
    ANN JACKSON FAMILY FOUNDATION
    EIN: 95-3367511
    Description Beginning of Year - Book Value End of Year - Book Value
    EXCISE TAX PAYABLE 0 44,800


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    ANN JACKSON FAMILY FOUNDATION
    EIN: 95-3367511
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 145,814 145,814   0
    CUSTODIAL FEES 20,063 20,063   0
    1099 INVESTMENT FEES 421 421   0


    TY 2014 TaxesSchedule
    Name:
    ANN JACKSON FAMILY FOUNDATION
    EIN: 95-3367511
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 6,505 6,505   0
    EXCISE TAX PAID 102,994 0   0
    ANNUAL FILINGS 179 0   0