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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 06-01-2021 , and ending 05-31-2022
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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$76,644,340J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,012,846 1,012,846  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,801,882
b Gross sales price for all assets on line 6a 14,116,263
7 Capital gain net income (from Part IV, line 2)... 4,801,882
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 284,524 284,524  
12 Total. Add lines 1 through 11........ 6,099,252 6,099,252  
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 805 0   805
b Accounting fees (attach schedule)....... Click to see attachment 13,700 2,000   11,700
c Other professional fees (attach schedule).... Click to see attachment 259,963 232,857   27,106
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 400 0   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 929 0  
20 Occupancy.............. 66,811 0   66,811
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 446,603 438,203   8,400
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 789,211 673,060   114,822
25 Contributions, gifts, grants paid....... 2,879,285 3,015,833
26 Total expenses and disbursements. Add lines 24 and 25 3,668,496 673,060   3,130,655
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,430,756
b Net investment income (if negative, enter -0-) 5,426,192
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 2,392,441 4,406,112 4,406,112
3 Accounts receivable bullet159,662
Less: allowance for doubtful accounts bullet   102,450 159,662 159,662
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) bullet200,000
Less: allowance for doubtful accounts bullet0 250,000 200,000 200,000
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........   6,074 6,074
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 66,896,295 Click to see attachment60,278,420 60,278,420
c Investments—corporate bonds (attach schedule)....... 6,842,403 Click to see attachment6,756,225 6,756,225
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,571,572 Click to see attachment4,831,964 4,831,964
14 Land, buildings, and equipment: basis bullet13,276
Less: accumulated depreciation (attach schedule) bullet12,393 1,812 Click to see attachment883 883
15 Other assets (describe bullet) Click to see attachment5,000 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) 80,061,973 76,644,340 76,644,340
Liabilities 17 Accounts payable and accrued expenses.......... 254 375
18 Grants payable................. 3,018,487 2,881,939
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 attachment53,388 Click to see attachment48,976
23 Total liabilities (add lines 17 through 22)......... 3,072,129 2,931,290
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 76,989,844 73,713,050
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 76,989,844 73,713,050
30 Total liabilities and net assets/fund balances (see instructions). 80,061,973 76,644,340
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
76,989,844
2
Enter amount from Part I, line 27a .....................
2
2,430,756
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
79,420,600
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
5,707,550
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
73,713,050
Form 990-PF (2021)
Form 990-PF (2021)
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 DETAIL AVAILABLE UPON REQUEST P 2019-01-01 2022-01-01
b CAPITAL GAINS DIVIDENDS P    
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 13,919,851   9,314,381 4,605,470
b 196,412     196,412
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       4,605,470
b       196,412
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 4,801,882
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 75,424
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 75,424
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 26,448
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 100,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 126,448
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
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 51,024
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet51,024 RefundedBullet 11 0
Part VI-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 the instructions
for the 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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    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 JACKSON JR 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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    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 CHIEF FINANCIAL OFFICER
    4.00     		0 0 0
    PO BOX 5580
    SANTA BARBARA,CA93150
    DEBORAH A JONES DIRECTOR
    1.00     		0 0 0
    PO BOX 5580
    SANTA BARBARA,CA93150
    PATRICIA JAMESON 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
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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 VIII-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  
    Part VIII-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
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    76,998,377
    b
    Average of monthly cash balances.......................
    1b
    795,447
    c
    Fair market value of all other assets (see instructions)................
    1c
    200,000
    d
    Total (add lines 1a, b, and c).........................
    1d
    77,993,824
    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
    77,993,824
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,169,907
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    76,823,917
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    3,841,196
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    3,841,196
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    75,424
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    75,424
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,765,772
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,765,772
    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 XII, line 1 ...
    7
    3,765,772
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 3,765,772
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 2,985,294
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 3,130,655
    a Applied to 2020, but not more than line 2a 2,985,294
    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 2021 distributable amount..... 145,361
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		3,620,411
    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
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    Supplementary Information (Complete this part only if the foundation 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 JR
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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 GENERAL OPERATING SUPPORT 10,000
    AHA
    1209 DE LA VINA STREET SUITE A
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 2,500
    ALL SAINTS EPISCOPAL CHURCH
    83 EUCALYPTUS LANE
    SANTA BARBARA,CA93108     		NONE PC GENERAL OPERATING SUPPORT 10,000
    ALPHA RESOURCE CENTER OF SANTA BARBARA
    4501 CATHEDRAL OAKS ROAD
    SANTA BARBARA,CA93110     		NONE PC GENERAL OPERATING SUPPORT 10,000
    ANGLES FOSTER CARE
    3905 STATE STREET 7-115
    SANTA BARBARA,CA93105     		NONE PC GENERAL OPERATING SUPPORT 5,000
    ANTHONY TRUST ASSOCIATION
    PO BOX 205471
    NEW HAVEN,CT06520     		NONE PC GENERAL OPERATING SUPPORT 2,000
    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 GENERAL OPERATING SUPPORT 8,000
    BLIND CHILDREN'S CENTER
    4120 MARATHON ST
    LOS ANGELES,CA90029     		NONE PC GENERAL OPERATING SUPPORT 3,000
    BOXTALES THEATRE COMPANY
    PO BOX 91521
    SANTA BARBARA,CA93190     		NONE PC GENERAL OPERATING SUPPORT 20,000
    BOY SCOUTS LOS PADRES COUNCIL
    4000 MODOC ROAD
    SANTA BARBARA,CA93110     		NONE PC GENERAL OPERATING SUPPORT 25,000
    BOYS & GIRLS CLUB OF MONTEREY
    PO BOX 97
    SEASIDE,CA93955     		NONE PC GENERAL OPERATING SUPPORT 5,000
    BRAILLE INSTITUTE (LOS ANGELES)
    741 N VERMONT AVENUE
    LOS ANGELES,CA90029     		NONE PC GENERAL OPERATING SUPPORT 15,000
    CREW
    PO BOX 1532
    OJAI,CA93024     		NONE PC GENERAL OPERATING SUPPORT 10,000
    CALIFORNIA 4-H FOUNDATION (STATE)
    2801 SECOND STREET
    DAVIS,CA95618     		NONE PC GENERAL OPERATING SUPPORT 15,000
    CALIFORNIA BRIDLEHORSE ASSOCIATION
    PO BOX 5401
    SANTA BARBARA,CA93150     		NONE PC GENERAL OPERATING SUPPORT 4,000
    CALM
    1236 CHAPALA STREET
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 82,500
    CAMERATA PACIFICA
    PO BOX 30116
    SANTA BARBARA,CA93130     		NONE PC GENERAL OPERATING SUPPORT 10,000
    CANCER FOUNDATION OF SANTA BARBARA
    601 WEST JUNIPERO STREET
    SANTA BARBARA,CA93105     		NONE PC GENERAL OPERATING SUPPORT 10,000
    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 DEL HERRERO FOUNDATION
    1387 EAST VALLEY ROAD
    SANTA BARBARA,CA93108     		NONE PC GENERAL OPERATING SUPPORT 25,000
    CASA DORINDA
    300 HOT SPRINGS ROAD
    SANTA BARBARA,CA93108     		NONE PC GENERAL OPERATING SUPPORT 100,000
    CASA SANTA BARBARA
    2125 S BROADWAY SUITE 106
    SANTA MARIA,CA93454     		NONE PC GENERAL OPERATING SUPPORT 5,000
    CATE SCHOOL
    1960 CATE MESA ROAD
    CARPINTERIA,CA93103     		NONE PC GENERAL OPERATING SUPPORT 54,000
    CENTER FOR PERFORMING ARTS
    1330 STATE STREET SUITE 101
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 170,000
    CHILDREN'S HOSPITAL LOS ANGELES
    4650 SUNSET BOULEVARD MS 29
    LOS ANGELES,CA90027     		NONE PC GENERAL OPERATING SUPPORT 10,000
    CLAREMONT GRADUATE SCHOOL
    HARPER HALL 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 GENERAL OPERATING SUPPORT 5,000
    COUNCIL ON ALCOHOLISM AND DRUG ABUSE
    PO BOX 28
    SANTA BARBARA,CA93102     		NONE PC GENERAL OPERATING SUPPORT 5,000
    CRANE SCHOOL
    1795 SAN LEANDRO LANE
    SANTA BARBARA,CA93108     		NONE PC GENERAL OPERATING SUPPORT 2,000
    DEERFIELD ACADEMY
    PO BOX 306
    DEERFIELD,MA01342     		NONE PC GENERAL OPERATING SUPPORT 2,000
    DISABLED SPORTS OF 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
    EASY LIFT
    53 CASS PLACE SUITE D
    GOLETA,CA93117     		NONE PC GENERAL OPERATING SUPPORT 10,000
    ELINGS PARK FOUNDATION
    1298 LAS POSITAS RD
    SANTA BARBARA,CA93105     		NONE PC GENERAL OPERATING SUPPORT 52,000
    ELVERHOJ MUSEUM OF HISTORY & ART
    1624 ELVERHOY WAY
    SOLVANG,CA93463     		NONE PC GENERAL OPERATING SUPPORT 5,000
    ENDOWMENT FOR YOUTH
    606 ALAMO PINTADO ROAD SUITE 3274
    SOLVANG,CA93463     		NONE PC GENERAL OPERATING SUPPORT 35,000
    ENSEMBLE THEATRE COMPANY
    1330 STATE ST SUITE 204
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 10,000
    FAMILY SERVICE AGENCY
    123 WEST GUTIERREZ STREET
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 10,000
    FOOD FROM THE HEART
    PO BOX 3908
    SANTA BARBARA,CA93130     		NONE PC GENERAL OPERATING SUPPORT 5,000
    FOODBANK OF SANTA BARBARA COUNTY
    4554 HOLLISTER AVE
    SANTA BARBARA,CA93110     		NONE PC GENERAL OPERATING SUPPORT 10,000
    FOUR LEAF CLOVER FOUNDATION
    PO BOX 451
    LOS ALAMOS,CA93440     		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 LOS ALAMOS LIBRARY
    PO BOX 493
    LOS ALAMOS,CA93440     		NONE PC GENERAL OPERATING SUPPORT 2,000
    FRIENDS OF THE MONTECITO LIBRARY
    PO BOX 5788
    SANTA BARBARA,CA93150     		NONE PC GENERAL OPERATING SUPPORT 4,000
    FRIENDS OF THE SANTA YNEZ VALLEY LIBRARY
    PO BOX 1476
    SOLVANG,CA93464     		NONE PC GENERAL OPERATING SUPPORT 2,000
    FRIENDSHIP CENTER
    83 EUCALYPTUS LANE
    SANTA BARBARA,CA93108     		NONE PC GENERAL OPERATING SUPPORT 5,000
    FRIENDSHIP HOUSE
    PO BOX 486
    SOLVANG,CA93464     		NONE PC GENERAL OPERATING SUPPORT 3,000
    FUTURE LEADERS OF AMERICA
    126 E HALEY STREET SUITE A17
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 10,000
    GIRL SCOUTS
    1500 PALMA DRIVE SUITE 110
    VENTURA,CA93003     		NONE PC GENERAL OPERATING SUPPORT 10,000
    GIRLS INC CARPINTERIA
    5315 FOOTHILL ROAD
    CARPINTERIA,CA93013     		NONE PC GENERAL OPERATING SUPPORT 8,000
    GIRLS INC OF GREATER SANTA BARBARA
    PO BOX 236
    SANTA BARBARA,CA93102     		NONE PC GENERAL OPERATING SUPPORT 10,000
    GUIDE DOGS FOR THE BLIND
    PO BOX 151200
    SAN RAFAEL,CA94915     		NONE PC GENERAL OPERATING SUPPORT 10,000
    HEARTS THERAPEUTIC EQUESTRIAN CENTER
    PO BOX 30662
    SANTA BARBARA,CA93130     		NONE PC GENERAL OPERATING SUPPORT 98,000
    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
    HOSPICE OF SANTA BARBARA
    2050 ALAMEDA PADRE SERRA SUITE 100
    SANTA BARBARA,CA93103     		NONE PC GENERAL OPERATING SUPPORT 5,000
    HUNTINGTON MEMORIAL HOSPITAL
    PO BOX 7013
    PASADENA,CA91109     		NONE PC GENERAL OPERATING SUPPORT 5,000
    ICE IN PARADISE
    6985 SANTA FELICIA DRIVE
    GOLETA,CA93117     		NONE PC GENERAL OPERATING SUPPORT 15,000
    LAGUNA BLANCA SCHOOL
    4125 PALOMA DRIVE
    SANTA BARBARA,CA93110     		NONE PC GENERAL OPERATING SUPPORT 143,000
    LEADING FROM WITHIN
    PO BOX 806
    SANTA BARBARA,CA93102     		NONE PC GENERAL OPERATING SUPPORT 15,000
    LOBERO THEATRE FOUNDATION
    33 EAST CANON PERDIDO STREET
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 21,000
    LOTUSLAND
    695 ASHLEY ROAD
    SANTA BARBARA,CA93108     		NONE PC GENERAL OPERATING SUPPORT 6,000
    LOYALTEACH
    PO BOX 412
    LOS OLIVOS,CA93441     		NONE PC GENERAL OPERATING SUPPORT 2,000
    MEALS ON WHEELS - MONTEREY PENNINSULA
    700 JEWELL AVE
    PACIFIC GROVE,CA93950     		NONE PC GENERAL OPERATING SUPPORT 5,000
    MENTAL WELLNESS CENTER
    617 GARDEN STREET
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 10,000
    MONTECITO COMMUNITY FOUNDATION
    PO BOX 5001
    SANTA BARBARA,CA93150     		NONE PC GENERAL OPERATING SUPPORT 2,000
    MONTECITO YMCA
    591 SANTA ROSA LANE
    SANTA BARBARA,CA93108     		NONE PC GENERAL OPERATING SUPPORT 5,000
    MOXI (WOLFE MUSEUM OF EXPLORATION AND INNOVATION)
    125 STATE STREET
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 30,000
    MUSIC ACADEMY OF THE WEST
    1070 FAIRWAY ROAD
    SANTA BARBARA,CA93108     		NONE PC GENERAL OPERATING SUPPORT 35,000
    NONPROFIT RESOURCE NETWORK
    15 EAST CARRILLO ST
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 5,000
    OPERA SANTA BARBARA
    1330 STATE STREET SUITE 209
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 20,000
    PACIFIC LEGAL FOUNDATION
    930 G STREET
    SACRAMENTO,CA95814     		NONE PC GENERAL OPERATING SUPPORT 5,000
    PARC FOUNDATION
    PO BOX 91742
    SANTA BARBARA,CA93109     		NONE PC GENERAL OPERATING SUPPORT 60,000
    PARTNERS IN HOUSING SOLUTIONS
    701 ANACAPA STREET SUITE C
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 5,000
    PATHPOINT
    315 WEST HALEY STREET SUITE 102
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 10,000
    PEOPLE HELPING PEOPLE
    PO BOX 1478
    SOLVANG,CA93464     		NONE PC GENERAL OPERATING SUPPORT 10,000
    PEPPERDINE UNIVERSITY
    24255 PACIFIC COAST HIGHWAY
    MALIBU,CA90263     		NONE PC GENERAL OPERATING SUPPORT 1,000
    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 1,000
    RESCUE MISSION SB
    535 E YANONALI STREET
    SANTA BARBARA,CA93103     		NONE PC GENERAL OPERATING SUPPORT 10,000
    RONA BARRETT FOUNDATION
    PO BOX 1559
    SANTA YNEZ,CA93460     		NONE PC GENERAL OPERATING SUPPORT 100,000
    SANTA BARBARA BOTANIC GARDEN
    1212 MISSION CANYON ROAD
    SANTA BARBARA,CA93105     		NONE PC GENERAL OPERATING SUPPORT 55,000
    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 GENERAL OPERATING SUPPORT 5,000
    SANTA BARBARA COTTAGE HOSPITAL FOUNDATION
    PO BOX 689
    SANTA BARBARA,CA93102     		NONE PC GENERAL OPERATING SUPPORT 3,000
    SANTA BARBARA COUNTY GENEALOGICAL SOCIETY
    PO BOX 1303
    GOLETA,CA93116     		NONE PC GENERAL OPERATING SUPPORT 1,000
    SANTA BARBARA FOUNDATION
    1111 CHAPALA STREET SUITE 200
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 4,000
    SANTA BARBARA HISTORIAL MUSEUM
    136 E DE LA GUERRA ST
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 5,000
    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 MUSEUM OF ART
    1130 STATE STREET
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 110,000
    SANTA BARBARA MUSEUM OF CONTEMPORARY ARTS
    653 PASEO NUEVO
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 5,000
    SANTA BARBARA MUSEUM OF NATURAL HISTORY
    2559 PUESTA DEL SOL ROAD
    SANTA BARBARA,CA93105     		NONE PC GENERAL OPERATING SUPPORT 83,000
    SANTA BARBARA NEIGHBORHOOD CLINICS
    915 N MILPAS ST 2ND FLOOR
    SANTA BARBARA,CA93103     		NONE PC GENERAL OPERATING SUPPORT 60,000
    SANTA BARBARA PUBLIC LIBRARY FOUNDATION
    PO BOX 1019
    SANTA BARBARA,CA93102     		NONE PC GENERAL OPERATING SUPPORT 282,500
    SANTA BARBARA REVELS
    PO BOX 41535
    SANTA BARBARA,CA93140     		NONE PC GENERAL OPERATING SUPPORT 2,500
    SANTA BARBARA SCHOLARSHIP FOUNDATION
    PO BOX 3620
    SANTA BARBARA,CA93130     		NONE PC GENERAL OPERATING SUPPORT 10,000
    SANTA BARBARA SYMPHONY
    1330 STATE STREET SUITE 102
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 25,000
    SANTA YNEZ VALLEY BOTANIC GARDEN
    PO BOX 1623
    BUELLTON,CA93427     		NONE PC GENERAL OPERATING SUPPORT 1,000
    SANTA YNEZ VALLEY CHRISTIAN ACADEMY
    891 N REFUGIO ROAD
    SANTA YNEZ,CA93460     		NONE PC GENERAL OPERATING SUPPORT 7,500
    SANTA YNEZ VALLEY COTTAGE HOSPITAL FOUNDATION
    2050 VIBORG ROAD
    SOLVANG,CA93463     		NONE PC GENERAL OPERATING SUPPORT 5,000
    SANTA YNEZ VALLEY FOUNDATION
    485 ALISAL ROAD SUITE 272
    SOLVANG,CA93463     		NONE PC GENERAL OPERATING SUPPORT 1,000
    SANTA YNEZ VALLEY HISTORICAL MUSEUM
    PO BOX 181
    SANTA YNEZ,CA93460     		NONE PC GENERAL OPERATING SUPPORT 3,000
    SANTA YNEZ VALLEY HUMANE SOCIETY
    PO BOX 335
    BUELLTON,CA93427     		NONE PC GENERAL OPERATING SUPPORT 1,000
    SANTA YNEZ VALLEY MASTER CHORALE
    PO BOX 1902
    SANTA YNEZ,CA93460     		NONE PC GENERAL OPERATING SUPPORT 8,000
    SANTA YNEZ VALLEY SENIOR CITIZENS FOUNDATION
    1400 W HIGHWAY 246
    BUELLTON,CA93427     		NONE PC GENERAL OPERATING SUPPORT 5,000
    SANTA YNEZ VALLEY THERAPEUTIC RIDING PROGRAM
    PO BOX 256
    SOLVANG,CA93464     		NONE PC GENERAL OPERATING SUPPORT 5,000
    SANTA YNEZ VALLEY YMCA
    900 NORTH REFUGIO ROAD
    SANTA YNEZ,CA93460     		NONE PC GENERAL OPERATING SUPPORT 2,000
    SANTA YNEZ VALLEY YOUTH RECREATION
    PO BOX 503
    SOLVANG,CA93464     		NONE PC GENERAL OPERATING SUPPORT 5,000
    SARAH HOUSE
    PO BOX 20031
    SANTA BARBARA,CA93120     		NONE PC GENERAL OPERATING SUPPORT 10,000
    SHEPHERD OF THE VALLEY CHURCH
    3550 BASELINE AVE
    SANTA YNEZ,CA93460     		NONE PC GENERAL OPERATING SUPPORT 7,500
    SHERIFF'S BENEVOLENT POSSE OF SANTA BARBARA COUNTY
    4434 CALLE REAL
    SANTA BARBARA,CA93110     		NONE PC GENERAL OPERATING SUPPORT 3,000
    SOLVANG LUTHERAN HOME
    36 ATTERDAG ROAD
    SOLVANG,CA93463     		NONE PC GENERAL OPERATING SUPPORT 3,000
    SOLVANG SENIOR CENTER
    1745 MISSION DRIVE
    SOLVANG,CA93463     		NONE PC GENERAL OPERATING SUPPORT 78,000
    SOUTHERN METHODIST UNIVERSITY
    PO BOX 750402
    DALLAS,TX75275     		NONE PC GENERAL OPERATING SUPPORT 2,000
    SPECIAL OLYMPICS OF SANTA BARBARA COUNTY
    PO BOX 567
    SANTA BARBARA,CA93102     		NONE PC GENERAL OPERATING SUPPORT 10,000
    ST EDMUND'S EPISCOPAL CHURCH
    PO BOX 80038
    SAN MARINO,CA91118     		NONE PC GENERAL OPERATING SUPPORT 2,000
    ST GEORGE'S SCHOOL
    PO BOX 1910
    NEWPORT,RI02840     		NONE PC GENERAL OPERATING SUPPORT 1,000
    ST VINCENT'S
    4200 CALLE REAL
    SANTA BARBARA,CA93110     		NONE PC GENERAL OPERATING SUPPORT 10,000
    STANFORD UNIVERSITY
    PO BOX 20466
    STANFORD,CA94309     		NONE PC GENERAL OPERATING SUPPORT 5,000
    STANFORD UNIVERSITY GRADUATE SCHOOL OF BUSINESS
    518 MEMORIAL WAY
    STANFORD,CA94305     		NONE PC GENERAL OPERATING SUPPORT 12,000
    STATE STREET BALLET
    2285 LAS POSITAS ROAD
    SANTA BARBARA,CA93105     		NONE PC GENERAL OPERATING SUPPORT 15,000
    STEVENSON SCHOOL
    3152 FOREST LAKE ROAD
    PEBBLE BEACH,CA93953     		NONE PC GENERAL OPERATING SUPPORT 7,500
    STORYTELLER
    2115 STATE STREET
    SANTA BARBARA,CA93105     		NONE PC GENERAL OPERATING SUPPORT 2,500
    SUMMIT ASSISTANCE DOGS
    PO BOX 699
    ANACORTES,WA98221     		NONE PC GENERAL OPERATING SUPPORT 2,500
    TEDDY BEAR CANCER FOUNDATION
    3892 STATE STREET 202
    SANTA BARBARA,CA93105     		NONE PC GENERAL OPERATING SUPPORT 5,000
    TFTCC
    PO BOX 6261
    SANTA BARBARA,CA93160     		NONE PC GENERAL OPERATING SUPPORT 5,000
    THEATERFEST SOLVANG
    PO BOX 917
    SOLVANG,CA93464     		NONE PC GENERAL OPERATING SUPPORT 55,000
    TRANSITION HOUSE
    425 E COTA ST
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 10,000
    UCP WORK INC
    5320 CARPINTERIA AVE SUITE G
    CARPINTERIA,CA93013     		NONE PC GENERAL OPERATING SUPPORT 10,000
    UNITED BOYS & GIRLS CLUBS OF SB COUNTY
    PO BOX 1485
    SANTA BARBARA,CA93102     		NONE PC GENERAL OPERATING SUPPORT 30,000
    UNITY SHOPPE (VICTORIA ST HOUSE)
    110 W SOLA ST
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 10,000
    UNIVERSITY OF CALIFORNIA BERKELEY
    2440 BANKCROFT WAY 4200
    BERKELEY,CA94720     		NONE PC GENERAL OPERATING SUPPORT 1,000
    UNIVERSITY OF CALIFORNIA BERKELEY HAAS SCHOOL OF BUSINESS
    545 STUDENT SERVICES BLDG 1900
    BERKELEY,CA94720     		NONE PC GENERAL OPERATING SUPPORT 2,000
    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
    VEGGIE RESCUE
    PO BOX 1651
    SANTA YNEZ,CA93460     		NONE PC GENERAL OPERATING SUPPORT 3,000
    VNA HEALTH
    512 E GUTIERREZ ST
    SANTA BARBARA,CA93103     		NONE PC GENERAL OPERATING SUPPORT 60,000
    WAYFINDER FAMILY SERVICES
    5300 ANGELES VISTA BLVD
    LOS ANGELES,CA90043     		NONE PC GENERAL OPERATING SUPPORT 15,000
    WESTMONT COLLEGE
    955 LA PAZ ROAD
    SANTA BARBARA,CA93108     		NONE PC GENERAL OPERATING SUPPORT 27,000
    WHITMAN COLLEGE
    345 BOYER AVENUE
    WALLA WALLA,WA99362     		NONE PC GENERAL OPERATING SUPPORT 1,000
    WILDERNESS YOUTH PROJECT
    5386 HOLLISTER AVENUE SUITE D
    SANTA BARBARA,CA93111     		NONE PC GENERAL OPERATING SUPPORT 10,000
    WILDLING ART MUSEUM
    1511-B 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
    YALE UNIVERSITY
    PO BOX 2038
    NEW HAVEN,CT06521     		NONE PC GENERAL OPERATING SUPPORT 7,000
    YOUNG AMERICA'S FOUNDATION
    217 STATE STREET
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 10,000
    CARPINTERIA SKATE FOUNDATION
    PO BOX 1090
    CARPINTERIA,CA93014     		NONE PC GENERAL OPERATING SUPPORT 10,000
    CHANNEL ISLANDS RESTORATION
    PO BOX 21757
    SANTA BARBARA,CA93121     		NONE PC GENERAL OPERATING SUPPORT 15,000
    SANTA BARBARA ARTS COLLABORATIVE
    PO BOX 1414
    SANTA BARBARA,CA93102     		NONE PC GENERAL OPERATING SUPPORT 25,000
    SANTA BARBARA WILDLIFE CARE NETWORK
    1460 N FAIRVIEW AVE
    GOLETA,CA93117     		NONE PC GENERAL OPERATING SUPPORT 25,000
    ALCAZAR THEATRE
    4916 CARPINTERIA AVE
    CARPINTERIA,CA93013     		NONE PC GENERAL OPERATING SUPPORT 10,000
    APPLES TO ZUCCHINI
    PO BOX 30912
    SANTA BARBARA,CA93130     		NONE PC GENERAL OPERATING SUPPORT 5,000
    SAVE THE SAN MARCOS FOOTHILLS CAMPAIGN
    1111 CHAPALA STREET SUITE 200
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 25,000
    FREEDOM 4 YOUTH
    PO BOX 2096
    SANTA BARBARA,CA93120     		NONE PC GENERAL OPERATING SUPPORT 5,000
    JUST THE BEGINNING FILM PROJECT
    PO BOX 3093
    SANTA BARBARA,CA93130     		NONE PC GENERAL OPERATING SUPPORT 15,000
    LOMPOC THEATRE PROJECT
    740 NORTH H STREETSUITE 238
    LOMPOC,CA93436     		NONE PC GENERAL OPERATING SUPPORT 10,000
    MONTAGE HEALTH
    23625 HOLMAN HIGHWAY
    MONTEREY,CA93940     		NONE PC GENERAL OPERATING SUPPORT 5,000
    SANTA BARBARA BOWL FOUNDATION
    1122 N MILPAS ST
    SANTA BARBARA,CA93103     		NONE PC GENERAL OPERATING SUPPORT 25,000
    SANTA BARBARA BUCKET BRIGADE
    PO BOX 50640
    SANTA BARBARA,CA93150     		NONE PC GENERAL OPERATING SUPPORT 33,333
    SANTA BARBARA EDUCATION FOUNDATION
    1330 STATE ST 201
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 5,000
    SANTA BARBARA FOUNDATION ROUNDTABLE
    1111 CHAPALA STREET SUITE 200
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 5,000
    SANTA BARBARA PARTNERS IN EDUCATION
    3970 LA COLONIA ROAD SUITE 9
    SANTA BARBARA,CA93110     		NONE PC GENERAL OPERATING SUPPORT 5,000
    SANTA BARBARA POLICE ACTIVITIES LEAGUE
    PO BOX 91121
    SANTA BARBARA,CA93190     		NONE PC GENERAL OPERATING SUPPORT 10,000
    SANTA BARBARA TRUST FOR HISTORIC PRESERVATION
    123 E CANON PERDIDO ST
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 25,000
    THE GWENDOLYN STRONG FOUNDATION
    27 W ANAPAMU STREET SUITE 177
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 25,000
    UCSB ARTS AND LECTURES
    UC REGENTS BUILDING 402
    SANTA BARBARA,CA93106     		NONE PC GENERAL OPERATING SUPPORT 5,000
    UNIVERSITY OF CHICAGO
    5235 S HARPER COURT
    CHICAGO,IL60615     		NONE PC GENERAL OPERATING SUPPORT 2,000
    WOMENS ECONOMIC VENTURES
    333 S SALINAS STREET
    SANTA BARBARA,CA93103     		NONE PC GENERAL OPERATING SUPPORT 25,000
    THE WILLIAM F BUCKLEY PROGRAM AT YALE UNIVERSITY
    234 CHURCH STREET 7TH FLOOR
    NEW HAVEN,CT06510     		NONE PC GENERAL OPERATING SUPPORT 2,000
    YMCA YOUTH AND FAMILY SERVICES
    105 E CARRILLO STREET
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 5,000
    Total .................................bullet 3a 3,015,833
    bApproved for future payment
    DUNN SCHOOL
    PO BOX 98
    LOS OLIVOS,CA93441     		NONE PC GENERAL OPERATING SUPPORT 150,000
    ALPHA RESOURCE CENTER OF SANTA BARBARA
    4501 CATHEDRAL OAKS ROAD
    SANTA BARBARA,CA93110     		NONE PC GENERAL OPERATING SUPPORT 83,880
    VNA HEALTH
    509 E MONTECITO STREET SUITE 200
    SANTA BARBARA,CA93103     		NONE PC GENERAL OPERATING SUPPORT 50,000
    CENTER FOR PERFORMING ARTS
    1214 STATE STREET
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 200,000
    WOMENS ECONOMIC VENTURES
    333 S SALINAS STREET
    SANTA BARBARA,CA93103     		NONE PC GENERAL OPERATING SUPPORT 25,000
    SANTA BARBARA BOWL FOUNDATION
    1122 N MILPAS ST
    SANTA BARBARA,CA93103     		NONE PC GENERAL OPERATING SUPPORT 25,000
    SANTA BARBARA BUCKET BRIGADE
    PO BOX 50640
    SANTA BARBARA,CA93150     		NONE PC GENERAL OPERATING SUPPORT 66,667
    SOLVANG SENIOR CENTER
    1745 MISSION DRIVE
    SOLVANG,CA93463     		NONE PC GENERAL OPERATING SUPPORT 225,000
    SANTA BARBARA MUSEUM OF ART
    1130 STATE STREET
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 200,000
    SANTA BARBARA SYMPHONY
    1330 STATE STREET SUITE 102
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 100,000
    FOOTHILLS FOREVER
    1111 CHAPALA STREET SUITE 200
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 25,000
    Total .................................bullet 3b 1,150,547
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ....          
    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 4,801,882  
    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 6,099,252 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    6,099,252
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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 instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    ANN JACKSON FAMILY FOUNDATION
    EIN:
    95-3367511
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 13,700 2,000   11,700

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

    TY 2021 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 2,291 200DB 7.000000000000 107 0    
    OFFICE CABINET 2014-12-24 6,091 5,819 200DB 7.000000000000 272 0    
    OFFICE SINK 2015-01-26 1,515 1,447 200DB 7.000000000000 68 0    
    PETAN DIARY ITEM 2018-04-10 1,600 1,038 200DB 7.000000000000 161 0    
    OFFICE EQUIPMENT 2020-01-01 1,672 869 200DB 5.000000000000 321 0    

    TY 2021 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 6,756,225 6,756,225

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    ANN JACKSON FAMILY FOUNDATION
    EIN:
    95-3367511
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITIES 60,278,420 60,278,420

    TY 2021 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 4,831,964 4,831,964

    TY 2021 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 2,398 0  
    OFFICE CABINET 6,091 6,091 0  
    OFFICE SINK 1,515 1,515 0  
    PETAN DIARY ITEM 1,600 1,199 401  
    OFFICE EQUIPMENT 1,672 1,190 482  


    TY 2021 LegalFeesSchedule
    Name:
    ANN JACKSON FAMILY FOUNDATION
    EIN:
    95-3367511
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 805 0   805


    TY 2021 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 5,000 5,000 5,000


    TY 2021 OtherDecreasesSchedule
    Name:
    ANN JACKSON FAMILY FOUNDATION
    EIN:
    95-3367511
    Description Amount
    UNREALIZED LOSS ON INVESTMENTS 5,631,669
    FEDERAL EXCISE TAXES 75,881


    TY 2021 OtherExpensesSchedule
    Name:
    ANN JACKSON FAMILY FOUNDATION
    EIN:
    95-3367511
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE SUPPLIES 5,246 0   5,246
    DUES AND SUBSCRIPTIONS 3,154 0   3,154
    BOND PREMIUM 44 44   0
    OTHER NET INVESTMENT INCOME DEDUCTION 438,159 438,159   0


    TY 2021 OtherIncomeSchedule2
    Name:
    ANN JACKSON FAMILY FOUNDATION
    EIN:
    95-3367511
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    EIIRC INVESTMENT INCOME 259,571 259,571 259,571
    CORTLAND PARTNERS INCOME 33,091 33,091 33,091
    OTHER -8,138 -8,138 -8,138


    TY 2021 OtherLiabilitiesSchedule
    Name:
    ANN JACKSON FAMILY FOUNDATION
    EIN:
    95-3367511
    Description Beginning of Year - Book Value End of Year - Book Value
    EXCISE TAX PAYABLE 53,388 48,976


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    ANN JACKSON FAMILY FOUNDATION
    EIN:
    95-3367511
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 206,208 206,208   0
    CUSTODIAL FEES 26,649 26,649   0
    CONSULTING 27,106 0   27,106


    TY 2021 TaxesSchedule
    Name:
    ANN JACKSON FAMILY FOUNDATION
    EIN:
    95-3367511
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ANNUAL FILINGS 400 0   0