Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 07-01-2024 , and ending 06-30-2025
Name of foundation
THE JACKSON FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

93-6020752
B Telephone number (see instructions)

(503) 464-3580
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$15,022,801J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 442,938 442,814  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 576,883
b Gross sales price for all assets on line 6a 1,580,162
7 Capital gain net income (from Part IV, line 2)... 576,883
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
234 234  
12 Total. Add lines 1 through 11........ 1,020,055 1,019,931  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 171,379 154,241   17,138
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,500 0 0 1,500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,336 3,216   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,980     5,980
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 185,195 157,457 0 24,618
25 Contributions, gifts, grants paid....... 800,000 800,000
26 Total expenses and disbursements. Add lines 24 and 25 985,195 157,457 0 824,618
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 34,860
b Net investment income (if negative, enter -0-) 862,474
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 861,560 173,402 173,402
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 11,264,337 Click to see attachment
List of Attached Documents:
// Content
12,002,406 		14,849,399
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,125,897 12,175,808 15,022,801
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 12,125,897 12,175,808
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)..... 12,125,897 12,175,808
30 Total liabilities and net assets/fund balances (see instructions). 12,125,897 12,175,808
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
12,125,897
2
Enter amount from Part I, line 27a .....................
2
34,860
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
15,072
4
Add lines 1, 2, and 3 ..........................
4
12,175,829
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
21
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,175,808
Form 990-PF (2024)
Form 990-PF (2024)
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 7229.811 FIDELITY LARGE CAP GROWTH INDEX FUND   2022-05-06 2024-07-22
b 15899.498 HARDING LOEVNER FDS INC INTL EQUITY PR   2019-08-08 2024-09-03
c 10029.707 T ROWE PRICE SMALL CAP STOCK FD   2011-09-02 2024-09-03
d 1594. ISHARES INTERMEDIATE GOVT CRDT ETF   2015-10-14 2025-03-26
e CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 259,333   168,599 90,734
b 438,349   343,747 94,602
c 615,924   313,328 302,596
d 168,045   177,605 -9,560
e       98,511
      98,511
      98,511
      98,511
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       90,734
b       94,602
c       302,596
d       -9,560
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 2 576,883
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
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 right arrow 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) 1 11,988
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 11,988
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 11,988
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 3,486
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,486
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 436
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 8,938
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowOR
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 2024 or the taxable year beginning in 2024? 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
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 addressright arrow  
14
The books are in care ofright arrowUS BANK Telephone no.right arrow (503) 464-4908

Located atright arrow555 SW OAKPORTLANDOR ZIP+4right arrow97204
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
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)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
JULIE VIGELAND CO-TRUSTEE
1 		12,000    
1517 SW COLLEGE ST
PORTLAND,OR97204
EMILY KARR CO-TRUSTEE
1 		12,000    
900 SW FIFTH SUITE 2600
PORTLAND,OR97204
US BANK N A TRUSTEE
1 		147,379    
PO BOX 0634
MILWAUKEE,WI53201
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...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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.............right arrow0
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.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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
14,421,195
b
Average of monthly cash balances.......................
1b
189,988
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
14,611,183
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
14,611,183
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
219,168
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
14,392,015
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
719,601
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
719,601
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
11,988
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
11,988
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
707,613
4
Recoveries of amounts treated as qualifying distributions................
4
15,000
5
Add lines 3 and 4............................
5
722,613
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
722,613
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
824,618
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
824,618
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 722,613
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 109,763
b From 2020...... 0
c From 2021...... 0
d From 2022...... 58,767
e From 2023...... 0
f Total of lines 3a through e ........ 168,530
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 824,618
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 722,613
e Remaining amount distributed out of corpus 102,005
5 Excess distributions carryover applied to 2024. 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 5 270,535
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		109,763
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		160,772
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 58,767
d Excess from 2023.... 0
e Excess from 2024.... 102,005
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
NA
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.
NA
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
THE JACKSON FOUNDATION ATTN MR R
PO BOX 3168
PORTLAND,OR97208
(503) 275-6564
bThe form in which applications should be submitted and information and materials they should include:
A FORMAL APPLICATION IS AVAILABLE ON REQUEST GRANTS ARE MADE ONLY TO 501(C)(3) NON-PRIVATE FOUNDATATIONS WHOSE EXEMPTION LETTER SHOWS THEM TO BE OREGON ORGANIZATIONS.
cAny submission deadlines:
APPLICATIONS MAY BE SUBMITTED AT ANYTIME AND WILL BE REVIEWED AT A SPRING, FALL AND WINTER MEETING.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
FUNDS REQUESTED FOR GENERAL OPERATING PURPOSES, STAFF SALARIES AND THE LIKE DO NOT GENERALLY HAVE THE SAME PRIORITY THAT FUNDS FOR ONE-TIME, SPECIAL PROJECTS OR DEVELOPMENTAL PROJECTS ENJOY.
Form 990-PF (2024)
Form 990-PF (2024)
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

HIGH DESERT MUSEUM

59800 SOUTH HIGHWAY 97
BEND,OR97702 		NONE PC GENERAL OPERATING 5,000

CHILDRENS CENTER

1713 PENN LANE
OREGON CITY,OR97045 		NONE PC GENERAL OPERATING 1,500

LITERARY ARTS

925 SW WASHINGTON ST
PORTLAND,OR97205 		NONE PC GENERAL OPERATING 15,000

MIRACLE THEATRE GROUP

425 SE SIXTH AVENUE
PORTLAND,OR97214 		NONE PC GENERAL OPERATING 5,000

NORTHWEST HOUSING ALTERNATIVES

2316 SE WILLARD ST
MILWAUKIE,OR97222 		NONE PC GENERAL OPERATING 4,000

OREGON CHILDREN'S THEATRE

1939 NE SANDY BLVD
PORTLAND,OR97232 		NONE PC GENERAL OPERATING 5,000

OREGON HUMANITIES

813 SW ALDER ST STE 702
PORTLAND,OR97205 		NONE PC GENERAL OPERATING 7,500

OREGON SHAKESPEARE FESTIVAL

15 SOUTH PIONEER ST
ASHLAND,OR97520 		NONE PC GENERAL OPERATING 15,000

PORTLAND ART MUSEUM

1219 SW PARK AVE
PORTLAND,OR97205 		NONE PC GENERAL OPERATING 21,000

PORTLAND INSTITUTE FOR CONTEMPORARY ART

415 SW 10TH AVE 300
PORTLAND,OR97209 		NONE PC GENERAL OPERATING 3,000

PORTLAND OPERA ASSOCIATION

211 SE CARUTHERS ST
PORTLAND,OR97214 		NONE PC GENERAL OPERATING 15,000

PORTLAND YOUTH PHILHARMONIC

520 SW 6TH AVE STE 820
PORTLAND,OR97219 		NONE PC GENERAL OPERATING 2,500

SCHOOLHOUSE SUPPLIES

2735 NE 82ND AVE
PORTLAND,OR97230 		NONE PC GENERAL OPERATING 4,000

THIRD ANGLE NEW MUSIC

PO BOX 28225
PORTLAND,OR97227 		NONE PC GENERAL OPERATING 2,500

WALLACE MEDICAL CONCERN

124 NE 181ST AVE STE 103
PORTLAND,OR97233 		NONE PC GENERAL OPERATING 3,500

NEW AVENUES FOR YOUTH

1220 SW COLUMBIA STREET
PORTLAND,OR97201 		NONE PC GENERAL OPERATING 7,000

REBUILDING TOGETHER PORTLAND

5000 N WILLAMETTE BLVD
PORTLAND,OR97230 		NONE PC GENERAL OPERATING 3,000

LIFT URBAN PORTLAND

11900 SW BOONES FERRY RD
PORTLAND,OR97210 		NONE PC GENERAL OPERATING 3,500

PDX JAZZ

126 NE ALBERTA ST STE 002
PORTLAND,OR97204 		NONE PC GENERAL OPERATING 3,000

PLAYWRITE INC

PO BOX 13420
PORTLAND,OR97213 		NONE PC GENERAL OPERATING 2,000

BLOODWORKS NORTHWEST

921 TERRY AVE
SEATTLE,WA98104 		NONE PC GENERAL OPERATING 2,500

MEALS ON WHEELS

PO BOX 241576
LOS ANGELES,CA90024 		NONE PC GENERAL OPERATING 7,500

PORTLAND JAPANESE GARDEN

PO BOX 3847
PORTLAND,OR97205 		NONE PC GENERAL OPERATING 2,500

PROFILE THEATRE

PO BOX 14845
PORTLAND,OR97293 		NONE PC GENERAL OPERATING 10,000

GLEANERS OF CLACKAMAS COUNTY INC

PO BOX 1660
OREGON CITY,OR97045 		NONE PC GENERAL OPERATING 3,000

FRIENDS OF BASEBALL

100 SW MARKET ST
PORTLAND,OR97201 		NONE PC GENERAL OPERATING 2,500

ADELANTE MUJERES

2030 MAIN ST STE A
FOREST GROVE,OR971163049 		NONE PC GENERAL OPERATING 3,000

PLAY IT FORWARD

PO BOX 25607
PORTLAND,OR97298 		NONE PC GENERAL OPERATING 2,500

MAYBELLE CENTER FOR COMMUNITY

121 NW 6TH AVENUE
PORTLAND,OR97209 		NONE PC GENERAL OPERATING 5,000

VOLUNTEERS OF AMERICA

3910 SE STARK STREET
PORTLAND,OR97214 		NONE PC GENERAL OPERATING 2,500

OPB

7140 SW MACADAM AVE
PORTLAND,OR97219 		NONE PC GENERAL OPERATING 20,000

DOVELEWIS EMERGENCY ANIMAL HOSPITAL

1945 NW PETTYGROVE STREET
PORTLAND,OR97209 		NONE PC GENERAL OPERATING 5,000

ARTS FOR LEARNING NW

1220 SW MORRISON STREET SUITE 1000
PORTLAND,OR97205 		NONE PC GENERAL OPERATING 2,000

AMERICAN CANCER SOCIETY

3380 CHASTAIN MEADOWS PKWY
KENNESAW,GA30144 		NONE PC GENERAL OPERATING 2,500

BOYS GIRLS CLUBS

PO BOX 4167
SEQUIM,WA98382 		NONE PC GENERAL OPERATING 2,000

ACTORS CONSERVATORY

128 NW 11TH AVE STE 433
PORTLAND,OR97209 		NONE PC GENERAL OPERATING 3,000

READING RESULTS

3115 NE SANDY BLVD STE 229
PORTLAND,OR972322779 		NONE PC GENERAL OPERATING 2,500

DRESS FOR SUCCESS OREGON

1532 NE 37TH AVENUE
PORTLAND,OR97232 		NONE PC GENERAL OPERATING 5,000

PARK ACADEMY

1915 SOUTH SHORE BLVD
LAKE OSWEGO,OR970344651 		NONE PC GENERAL OPERATING 3,500

PORTLAND PIANO INTERNATIONAL

PO BOX 6469
PORTLAND,OR972286469 		NONE PC GENERAL OPERATING 2,000

FINANCIAL BEGINNINGS

6443 SW BEAVERTON HILLSDALE HWY 430
PORTLAND,OR972214228 		NONE PC GENERAL OPERATING 3,000

FRIENDS OF SATURDAY ACADEMY

5000 N WILLAMETTE BLVD
PORTLAND,OR972035743 		NONE PC GENERAL OPERATING 2,000

WORLD FORESTRY CENTER

4033 SW CANYON ROAD
PORTLAND,OR97221 		NONE PC GENERAL OPERATING 5,000

BOY SCOUTS OF AMERICA

PO BOX 152079
IRVING,TX75015 		NONE PC GENERAL OPERATING 2,500

GIRLS ON THE RUN OF PORTLAND METRO

2337 NW YORK ST STE 202E
PORTLAND,OR97210 		NONE PC GENERAL OPERATING 3,000

BAG AND BAGGAGE PRODUCTIONS

350 E MAIN ST
HILLSBORO,OR97123 		NONE PC GENERAL OPERATING 3,000

SHAKING THE TREE THEATRE

823 SE GRANT ST
PORTLAND,OR97214 		NONE PC GENERAL OPERATING 3,000

OHSU FOUNDATION

ATTN BETZY FRY SR PHIL ADVISOR
PORTLAND,OR97201 		NONE PC GENERAL OPERATING 10,000

KBOO FOUNDATION

20 SE 8TH AVE
PORTLAND,OR972141203 		NONE PC GENERAL OPERATING 2,500

JAZZ SOCIETY OF OREGON

PO BOX 19882
PORTLAND,OR972800882 		NONE PC GENERAL OPERATING 3,000

CHAMBER MUSIC NORTHWEST

1201 SW 12TH AVE STE 420
PORTLAND,OR972052031 		NONE PC GENERAL OPERATING 4,500

METROPOLITAN YOUTH SYMPHONY

4800 S MACADAM AVE STE 105
PORTLAND,OR972393929 		NONE PC GENERAL OPERATING 3,000

ELEVATE OREGON

12215 NE MARX ST
PORTLAND,OR972301073 		NONE PC GENERAL OPERATING 5,000

MAURICE LUCAS FOUNDATION

7555 SW HERMOSO WAY STE 100
TIGARD,OR972238684 		NONE PC GENERAL OPERATING 3,500

PORTLAND PLAYHOUSE

602 NE PRESCOTT ST
PORTLAND,OR972113966 		NONE PC GENERAL OPERATING 5,000

ECOCHALLENGE

PO BOX 6381
PORTLAND,OR97228 		NONE PC GENERAL OPERATING 1,500

BIRD ALLIANCE OF OREGON

5151 NW CORNELL RD
PORTLAND,OR97210 		NONE PC GENERAL OPERATING 5,000

COHO PRODUCTIONS

2257 NW RALEIGH STREET
PORTLAND,OR97210 		NONE PC GENERAL OPERATING 2,000

RISK REWARD

PO BOX 14128
PORTLAND,OR97293 		NONE PC GENERAL OPERATING 2,500

BIG BROTHERS BIG SISTERS

OF SHEBOYGAN COUNTY INC
SHEBOYGAN,WI53081 		NONE PC GENERAL OPERATING 4,000

COLLEGE POSSIBLE

755 PRIOR AVE N STE 210
SAINT PAUL,MN551041064 		NONE I SCHOLARSHIP 3,000

WILLAMETTE UNIVERSITY PNCA

900 STATE STREET
SALEM,OR97301 		NONE PC GENERAL OPERATING 10,000

YOUTH MUSIC PROJECT

2015 8TH AVE
WEST LINN,OR970684605 		NONE PC GENERAL OPERATING 4,500

PORTLAND COMMUNITY FOOTBALL CLUB

1631 NE BROADWAY ST
PORTLAND,OR972321425 		NONE PC GENERAL OPERATING 1,500

BRAVO YOUTH ORCHESTRA

PO BOX 83269
PORTLAND,OR97283 		NONE PC GENERAL OPERATING 4,000

ADVANCE GENDER EQUITY IN THE ARTS

PO BOX 10532
PORTLAND,OR97296 		NONE PC GENERAL OPERATING 6,000

WILLAMETTE FALLS TRUST

911 MAIN STREET 200
OREGON CITY,OR970451867 		NONE PC GENERAL OPERATING 10,000

Sitka Center For Art & Ecology

56605 SITKA DR
OTIS,OR97368 		NONE PC GENERAL OPERATING 2,500

PATRICIA RESER CENTER FOR THE ARTS

12625 SW CRESCENT ST
BEAVERTON,OR97005 		NONE PC GENERAL OPERATING 15,000

FOREST PARK CONSERVANCY

833 SW 11TH AVE 800
PORTLAND,OR97205 		NONE PC GENERAL OPERATING 2,500

OREGON REPERTORY SINGERS

PO BOX 820057
PORTLAND,OR972821057 		NONE PC GENERAL OPERATING 1,500

TIDES FOUNDATION

1012 TORNEY AVE
SAN FRANCISCO,CA941291704 		NONE PC GENERAL OPERATING 15,000

GIRLS INC OF THE PACIFIC NORTHWEST

4800 S MACADAM AVE STE 309
PORTLAND,OR972393927 		NONE PC GENERAL OPERATING 2,500

LIBRARY FOUNDATION

620 SW FIFTH AVENUE SUITE 1025
PORTLAND,OR97204 		NONE PC GENERALOPERATING 12,000

HAND2MOUTH

3121 S MOODY AVE
PORTLAND,OR97239 		NONE PC GENERAL OPERATING 1,500

CASA FOR CHILDREN INC

1401 NE 68TH AVENUE
PORTLAND,OR972322045 		NONE PC GENERAL OPERATING 3,500

ALS NORTHWEST

825 NE MULTNOMAH ST STE 940
PORTLAND,OR972322597 		NONE PC GENERAL OPERATING 1,500

CATHOLIC HIGH SCHOOL

ATTN STEVE STRAESSLE
LITTLE ROCK,AR72205 		NONE PC GENERAL OPERATING 5,000

WRITE AROUND PORTLAND

133 SW 2ND AVE
PORTLAND,OR972043534 		NONE PC GENERAL OPERATING 3,000

OK YOU INC

2000 NE 42ND AVE 103
PORTLAND,OR972131399 		NONE PC GENERAL OPERATING 3,000

NEIGHBORHOOD HOUSE

7780 SW CAPITOL HWY
PORTLAND,OR97219 		NONE PC GENERAL OPERATING 3,000

MINDS MATTER PORTLAND

1211 SW 5TH AVE
PORTLAND,OR97212 		NONE PC GENERAL OPERATING 4,000

THE GROTTO

8840 NE SKIDMMORE STREET
PORTLAND,OR97220 		NONE PC GENERAL OPERATING 10,000

NW DANCE PROJECT

PO BOX 42488
PORTLAND,OR97242 		NONE PC GENERAL OPERATING 10,000

ALBERTINA KERR CENTERS

424 NE 22ND AVE
PORTLAND,OR972322809 		NONE PC GENERAL OPERATING 3,500

OREGON HUMANE SOCIETY

1067 NE COLUMBIA BLVD
PORTLAND,OR972111411 		NONE PC GENERAL OPERATING 5,000

YWCA OF GREATER PORTLAND

PO BOX 4587
PORTLAND,OR972084587 		NONE PC GENERAL OPERATING 5,000

TUCKER MAXON SCHOOL

2860 SE HOLGATE BLVD
PORTLAND,OR97202 		NONE PC GENERAL OPERATING 5,000

OREGON HISTORICAL SOCIETY

1200 SW PARK AVE
PORTLAND,OR972052441 		NONE PC GENERAL OPERATING 3,000

METROPOLITAN FAMILY SERVICE

1700 NW CIVIC DR STE 200
GRESHAM,OR970303773 		NONE PC GENERAL OPERATING 1,500

OMSI

1945 SE WATER AVENUE
PORTLAND,OR97214 		NONE PC GENERAL OPERATING 15,000

PORTLAND RESCUE MISSION

PO BOX 3713
PORTLAND,OR972083713 		NONE PC GENERAL OPERATING 5,000

OREGON SYMPHONY ASSOCIATION

851 SW 6TH AVE STE 385
PORTLAND,OR972041339 		NONE PC GENERAL OPERATING 20,000

UNION GOSPEL MISSION

ATTNDAN CLEMEXECUTIVE DIRECTOR
SALEM,OR97308 		NONE PC GENERAL OPERATING 7,500

YOUTH PROGRESS ASSOCIATION

2333 SE 12TH AVE
PORTLAND,OR972145323 		NONE PC GENERAL OPERATING 3,000

IMPACT NW

PO BOX 33530
PORTLAND,OR972923530 		NONE PC GENERAL OPERATING 2,500

WILLIAM TEMPLE HOUSE

2023 NW HOYT ST
PORTLAND,OR972091211 		NONE PC GENERAL OPERATING 3,000

TRANSITION PROJECTS INC

665 NW HOYT ST
PORTLAND,OR972093769 		NONE PC GENERAL OPERATING 2,500

ECUMENICAL MINISTRIES OF OREGON

0245 SW BANCROFT ST
PORTLAND,OR972394258 		NONE PC GENERAL OPERATING 1,500

IMMIGRATION COUNSELING SERVICE

519 SOUTHWEST PARK AVENUE SUITE 610
PORTLAND,OR97205 		NONE PC GENERAL OPERATING 5,000

LAKEWOOD THEATRE COMPANY

368 S STATE ST
LAKE OSWEGO,OR970343936 		NONE PC GENERAL OPERATING 5,000

OREGON ZOO FOUNDATION

4001 SW CANYON RD
PORTLAND,OR972212705 		NONE PC GENERAL OPERATING 4,500

WHEEL TO WALK FOUNDATION

PO BOX 20146
PORTLAND,OR972940146 		NONE PC GENERAL OPERATING 1,000

SERENDIPITY CENTER

14815 SE DIVISION STREET
PORTLAND,OR97236 		NONE PC GENERAL OPERATING 5,000

SPECIAL OLYMPICS OREGON

8313 SW CIRRUS DR
BEAVERTON,OR97008 		NONE PC GENERAL OPERATING 2,000

OPEN SCHOOL

7633 N WABASH AVE
PORTLAND,OR97233 		NONE PC GENERAL OPERATING 4,000

FRIENDS OF THE COLUMBIA GORGE

123 NE 3RD AVE STE 108
PORTLAND,OR972322975 		NONE PC GENERAL OPERATING 3,000

OREGON FOOD BANK INC

7900 NE 33RD DR
PORTLAND,OR972111918 		NONE PC GENERAL OPERATING 15,000

ADAPTIVE SPORTS NORTHWEST

10541 SE CHERRY BLOSSOM DR
PORTLAND,OR972162826 		NONE PC GENERAL OPERATING 2,500

PORTLAND FESTIVAL SYMPHONY

PO BOX 585
PORTLAND,OR972070585 		NONE PC GENERAL OPERATING 1,500

RONALD MCDONALD HOUSE CHARITIES

2620 N COMMERCIAL AVE
PORTLAND,OR972271631 		NONE PC GENERAL OPERATING 5,000

LEACH BOTANICAL GARDEN

6704 SE 122ND AVE
PORTLAND,OR972365037 		NONE PC GENERAL OPERATING 5,000

THE BLACK UNITED FUND OF OR

2828 NE ALBERTA STREET
PORTLAND,OR97211 		NONE PC GENERAL OPERATING 2,500

CIVICS LEARNING PROJECT

1300 SW 6TH AVE STE 190
PORTLAND,OR972013463 		NONE PC GENERAL OPERATING 5,000

OREGON COAST AQUARIUM

2820 SE FERRY SLIP ROAD
NEWPORT,OR97365 		NONE PC GENERAL OPERATING 5,000

MEDICAL TEAMS INTERNATIONAL

14150 SW MILTON CT
TIGARD,OR972248024 		NONE PC GENERAL OPERATING 10,000

CLACKAMAS WOMENS SERVICES

256 WARNER MILNE ROAD
OREGON CITY,OR970454014 		NONE PC GENERAL OPERATING 3,000

PORTLAND BAROQUE ORCHESTRA

610 SW BROADWAY STE 605
PORTLAND,OR972053407 		NONE PC GENERAL OPERATING 2,500

PARKINSONS RESOURCES OF OREGON

8880 SW NIMBUS AVE STE B
BEAVERTON,OR970087111 		NONE PC GENERAL OPERATING 2,500

PORTLAND AREA THEATRE ALLIANCE

128 NW 11TH AVE
PORTLAND,OR972094160 		NONE PC GENERAL OPERATING 2,500

OREGON BALLET THEATRE

720 S BANCROFT ST
PORTLAND,OR972398516 		NONE PC GENERAL OPERATING 15,000

SMART READING

480 NE 9TH AVE
PORTLAND,OR972322914 		NONE PC GENERAL OPERATING 2,500

BROADWAY ROSE THEATRE COMPANY

12850 SW GRANT AVE
TIGARD,OR97281 		NONE PC GENERAL OPERATING 6,000

NORTHWEST CATHOLIC COUNSELING CENTER

8383 NE SANDY BLVD STE 205
PORTLAND,OR972204967 		NONE PC GENERAL OPERATING 2,000

PORTLAND CENTER STAGE

128 NW 11TH AVE
PORTLAND,OR972094160 		NONE PC GENERAL OPERATING 15,000

KINSHIP HOUSE

1823 NE 8TH AVE
PORTLAND,OR972123907 		NONE PC GENERAL OPERATING 3,500

CHILDRENS CANCER ASSOCIATION

1200 NW NAITO PKWY STE 140
PORTLAND,OR972092872 		NONE PC GENERAL OPERATING 2,500

CHESS FOR SUCCESS

4207 SE WOODSTOCK BLVD 271
PORTLAND,OR972066267 		NONE PC GENERAL OPERATING 3,000

COMMUNITY TRANSITIONAL SCHOOL

6601 NE KILLINGSWORTH ST
PORTLAND,OR972183068 		NONE PC GENERAL OPERATING 4,000

WHITE BIRD

5620 SW EDGEMONT PL
PORTLAND,OR972392707 		NONE PC GENERAL OPERATING 7,500

FRIENDS OF ZENGER FARM

11741 SE FOSTER RD
PORTLAND,OR972664014 		NONE PC GENERAL OPERATING 4,000

BODYVOX INC

1201 NW 17TH AVE
PORTLAND,OR972092404 		NONE PC GENERAL OPERATING 10,000

FREE GEEK

1731 SE 10TH AVE
PORTLAND,OR972143551 		NONE PC GENERAL OPERATING 1,500

LAN SU CHINESE GARDEN

38 NW DAVIS
PORTLAND,OR972094061 		NONE PC GENERAL OPERATING 7,500

PORTLAND PARKS FOUNDATION

1500 SW FIRST AVE SUITE 760
PORTLAND,OR972015837 		NONE PC GENERAL OPERATING 15,000

OREGON SOCIETY OF ARTISTS

2185 SW PARK PL
PORTLAND,OR972051126 		NONE PC GENERAL OPERATING 1,500

STORE TO DOOR

7730 SW 31ST AVE
PORTLAND,OR972192420 		NONE PC GENERAL OPERATING 3,500

PORTLAND YOUTHBUILDERS PYB

4816 SE 92ND AVENUE
PORTLAND,OR97266 		NONE PC GENERAL OPERATING 2,000

PORTLAND MOUNTAIN RESCUE

PO BOX 5391
PORTLAND,OR972285391 		NONE PC GENERAL OPERATING 2,500

PHAME

1631 NE BROADWAY 134
PORTLAND,OR97214 		NONE PC GENERAL OPERATING 5,000

ANGEL FLIGHT WEST

3161 DONALD DOUGLAS LOOP SOUTH
SANTA MONICA,CA90405 		NONE PC GENERAL OPERATING 2,500

COMMUNITY PARTNERS

1000 N ALAMEDA STREET SUITE 240
LOS ANGELES,CA90012 		NONE PC GENERAL OPERATING 2,500

FRIENDLY HOUSE

2617 SAVIER ST
PORTLAND,OR97210 		NONE PC GENERAL OPERATING 3,000

PORTLAND STATE UNIVERSITY

PO BOX 751-ORCC
PORTLAND,OR97207 		NONE PC GENERAL OPERATING 15,000

PLANNED PARENTHOOD

901 NE LOOP 410 STE 508
SAN ANTONIO,TX782091306 		NONE PC GENERAL OPERATING 5,000

OREGON JOURNALISM PROJECT

PO BOX 10770
PORTLAND,OR972960770 		NONE PC GENERAL OPERATING 15,000

ALL CLASSICAL RADIO

222 SW COLUMBIA STREET SUITE 300
PORTLAND,OR97201 		NONE PC GENERAL OPERATING 20,000

TRILLIUM FAMILY SERVICES

3415 SE POWELL AVE
PORTLAND,OR97202 		NONE PC GENERAL OPERATING 3,500

OREGON ARTS WATCH

2146 NE 14TH STREET
PORTLAND,OR97212 		NONE PC GENERAL OPERATING 20,000

PDXAMBUCS

2408 SW CANBY CT
PORTLAND,OR97232 		NONE PC GENERAL OPERATING 1,500
Total .................................right arrow 3a 800,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 ....     14 442,938  
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 ............ 		    18 576,883  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1 234  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,020,055  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,020,055
(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 (2024)
Form 990-PF (2024)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE JACKSON FOUNDATION
EIN:
93-6020752
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

TY 2024 InvestmentsOtherSchedule2
Name:
THE JACKSON FOUNDATION
EIN:
93-6020752
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
412295107 HARDING LOEVNER INTE      
46429B697 ISHARES MSCI USA MIN      
057071722 BAIRD ULTRA SHORT BO AT COST 923,708 935,728
464288877 ISHARES MSCI EAFE VA AT COST 376,886 503,714
779572106 T ROWE PRICE SMALL C      
922908553 VANGUARD REAL ESTATE      
808524870 SCHWAB U S TIPS ETF      
46434G103 ISHARES CORE MSCI EM AT COST 499,400 663,211
46432F842 ISHARES CORE MSCI EA AT COST 882,638 1,156,782
464288646 ISHARES 1 5 YEAR INV AT COST 1,055,398 1,043,593
31635V729 FIDELITY LARGE CAP G AT COST 1,147,314 2,044,698
921921300 VANGUARD EQUITY INCO AT COST 880,479 1,779,692
057071854 BAIRD AGGREGATE BOND AT COST 1,854,480 1,758,595
464288612 ISHARES INTERMEDIATE AT COST 1,366,270 1,322,808
316146265 FIDELITY MID CAP IND AT COST 533,178 682,862
464288521 ISHARES CORE US REIT AT COST 529,020 616,617
922908710 VANGUARD 500 INDEX A AT COST 927,668 1,263,232
091936450 BLACKROCK ADVANTAGE AT COST 585,346 593,225
52471E258 CLEARBRIDGE INTERNAT AT COST 438,977 482,998
CASH CASH AT COST 1,644 1,644

TY 2024 OtherDecreasesSchedule
Name:
THE JACKSON FOUNDATION
EIN:
93-6020752
Description Amount
PY RETURN OF CAPITAL ADJUSTMENT 21


TY 2024 OtherExpensesSchedule
Name:
THE JACKSON FOUNDATION
EIN:
93-6020752
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING FEE/TAXES 1,413 0   1,413
OTHER MISC EXPENSES 4,567 0   4,567


TY 2024 OtherIncomeSchedule2
Name:
THE JACKSON FOUNDATION
EIN:
93-6020752
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 234 234  


TY 2024 OtherIncreasesSchedule
Name:
THE JACKSON FOUNDATION
EIN:
93-6020752
Description Amount
EARN-OUT PAYMENT ADJ 69
GRANT RECOVERY 15,000
ROUNDING 3


TY 2024 TaxesSchedule
Name:
THE JACKSON FOUNDATION
EIN:
93-6020752
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,340 2,340   0
FEDERAL ESTIMATES - PRINCIPAL 3,120 0   0
FOREIGN TAXES ON NONQUALIFIED 876 876   0