Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
JACKSON FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) 800 N OSAGE AVE
  Room/suite
City or town
DEWEY
State or province
OK
Country  
ZIP or foreign postal code
74029
A Employer identification number

83-4517763
B Telephone number (see instructions)

9183373433
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$1,242,655J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 39,374 38,692  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 67,202
b Gross sales price for all assets on line 6a 355,311
7 Capital gain net income (from Part IV, line 2)... 67,202
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
621    
12 Total. Add lines 1 through 11........ 107,197 105,894  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 12,977 6,488   6,488
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
442 221 0 221
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
975 488 0 488
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
1,469 833   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 15,863 8,030 0 7,197
25 Contributions, gifts, grants paid....... 32,000 32,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 47,863 8,030 0 39,197
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 59,334
b Net investment income (if negative, enter -0-) 97,864
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 52,150 38,439 38,439
2 Savings and temporary cash investments.........      
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts 0      
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)....... 527,712 Click to see attachment
List of Attached Documents:
// Content
588,760 		738,402
c Investments—corporate bonds (attach schedule)....... 392,193 Click to see attachment
List of Attached Documents:
// Content
411,719 		415,516
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
47,387 		Click to see attachment
List of Attached Documents:
// Content
39,096 		Click to see attachment
List of Attached Documents:
// Content
50,298
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,019,442 1,078,014 1,242,655
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,019,442 1,078,014
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)..... 1,019,442 1,078,014
30 Total liabilities and net assets/fund balances (see instructions). 1,019,442 1,078,014
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
1,019,442
2
Enter amount from Part I, line 27a .....................
2
59,334
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
1,599
4
Add lines 1, 2, and 3 ..........................
4
1,080,375
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
2,361
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,078,014
Form 990-PF (2025)
Form 990-PF (2025)
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 4. INVESCO EXCH TRADED RD TR II SHORT TERM TREAS   2024-06-28 2025-01-03
b 3. CISCO SYS INC   2025-01-03 2025-01-14
c 60. CISCO SYS INC   2023-03-24 2025-01-14
d 3. EBAY INC COM   2025-01-03 2025-01-14
e 35. EBAY INC COM   2023-03-31 2025-01-14
1. INVESCO QQQ TR UNIT SER 1   2025-01-03 2025-01-14
10. INVESCO QQQ TR UNIT SER 1   2023-03-31 2025-01-14
3. SPDR TR   2024-06-04 2025-01-16
6. HP INC COM   2025-01-03 2025-01-28
81. HP INC COM   2023-03-31 2025-01-28
11. ISHARES TR S&P 500 GRW   2022-11-30 2025-01-28
5. ISHARES TR S&P 500 GRW   2022-11-30 2025-02-04
2. RESTAURANT BRANDS INTL INC COM   2025-01-03 2025-02-04
44. RESTAURANT BRANDS INTL INC COM   2023-03-31 2025-02-04
18. BANK OF AMER CORP COM   2022-12-16 2025-02-05
3. J P MORGAN CHASE & CO   2022-11-30 2025-02-05
10. LAM RESEARCH CORP COM NEW   2023-01-30 2025-02-05
2. DISNEY WALT CO   2025-01-03 2025-02-13
20. DISNEY WALT CO   2023-03-31 2025-02-13
5. ISHARES TR S&P 500 GRW   2022-12-16 2025-02-13
6. PFIZER INC   2025-01-03 2025-02-13
105. PFIZER INC   2023-12-20 2025-02-13
8. ISHARES TR S&P 500 GRW   2022-12-16 2025-02-14
240. FIRST TR GLOBAL COMMODITY STRATEGY   2024-09-06 2025-02-25
163. FIRST TR EXCHANGE TRADED FD IV NO AMER ENERGY   2023-01-30 2025-02-26
70. ISHARES TR S&P 500 GRW   2023-01-30 2025-02-26
7. FORTUNE BRANDS HOME & SEC IN COM   2022-12-16 2025-03-05
2. GENERAL DYNAMICS CORP COM   2022-12-16 2025-03-05
4. GILEAD SCIENCES INC   2022-11-30 2025-03-05
7. DTE ENERGY CO   2023-01-30 2025-03-19
35. ISHARES TR S&P 500 GRW   2023-03-24 2025-03-19
9. ISHARES TR S&P 500 GRW   2025-01-03 2025-04-08
26. ISHARES TR S&P 500 GRW   2023-03-24 2025-04-08
5. J P MORGAN CHASE & CO   2022-12-16 2025-04-08
47. ISHARES TR INDEX BARCLAYS 1-3 YR   2023-02-28 2025-04-09
41. BANK OF AMER CORP COM   2023-01-30 2025-04-15
6. APPLIED MATLS INC   2024-03-28 2025-04-16
1. GILEAD SCIENCES INC   2025-01-03 2025-04-16
23. GILEAD SCIENCES INC   2023-03-31 2025-04-16
13. LAM RESEARCH CORP COM NEW   2023-03-10 2025-04-16
6. SALESFORCE.COM INC   2025-01-14 2025-04-22
1. VALERO REFNG & MARKETING CO   2025-01-03 2025-05-13
13. VALERO REFNG & MARKETING CO   2023-03-31 2025-05-13
35. GOLDMAN SACHS TREAS ACCT ETF   2023-03-24 2025-05-14
1. DTE ENERGY CO   2025-01-03 2025-05-20
9. DTE ENERGY CO   2023-03-24 2025-05-20
3. GENERAL DYNAMICS CORP COM   2022-12-16 2025-05-20
10. LOWES COMPANIES INC   2023-01-30 2025-05-20
8. NRG ENERGY INC COM NEW   2025-01-28 2025-05-20
3. FORTUNE BRANDS HOME & SEC IN COM   2025-01-03 2025-05-30
41. FORTUNE BRANDS HOME & SEC IN COM   2023-03-31 2025-05-30
1. ACCENTURE PLC IRELAND SHS CL A   2022-11-30 2025-05-30
9. MICRON TECHNOLOGY INC   2022-12-16 2025-06-11
3. UNITEDHEALTH GROUP INC   2025-04-16 2025-06-11
8. MICRON TECHNOLOGY INC   2022-12-16 2025-07-01
51. ISHARES TR IBOXX HI YD ETF   2025-04-09 2025-07-08
6. J P MORGAN CHASE & CO   2023-01-30 2025-07-24
3. GENERAL DYNAMICS CORP COM   2023-01-30 2025-07-31
19. MONDELEZ INTERNATIONAL INC   2023-01-30 2025-07-31
1. MONDELEZ INTERNATIONAL INC   2022-11-30 2025-07-31
13. ABRDN PLATINUM ETF   2023-12-12 2025-08-04
4. ABRDN PALLADIUM ETF   2023-12-12 2025-08-04
1. APPLIED MATLS INC   2024-03-28 2025-08-04
1. ATMOS ENERGY CORP   2025-05-20 2025-08-04
47. FRANKLIN FTSE JAPAN ETF   2023-06-20 2025-08-04
84. GOLDMAN SACHS ETF TR ACTIVEBETA EME   2022-11-28 2025-08-04
54. INVESCO EXCH TRADED RD TR II SHORT TERM TREAS   2025-01-28 2025-08-04
46. INVESCO EXCH TRADED RD TR II SHORT TERM TREAS   2024-06-28 2025-08-04
63. ISHARES TR MSCI EAFE INDEX FD MFC   2023-01-30 2025-08-04
9. ISHARES TR MSCI AC ASIA ETF   2024-11-20 2025-08-04
22. ISHARES TR EAFE SML CP ETF   2024-04-11 2025-08-04
20. ISHARES SILVER TRUST   2022-12-16 2025-08-04
17. J P MORGAN EXCHANGE-TRADED FD BEATBUILDERS EUR   2023-08-29 2025-08-04
1. MASTERCARD INC CLASS A   2025-01-14 2025-08-04
3. NRG ENERGY INC COM NEW   2025-01-28 2025-08-04
31. SPROTT FDS TR URANIUM MINERS E   2025-02-25 2025-08-04
27. SPROTT FDS TR LITHIUM MINERS   2025-02-26 2025-08-04
679.392 VANECK FDS EMRGING MKTS Z   2022-12-16 2025-08-04
101. VANGUARD TAX MGD FD EUROPE PAC EFT   2023-12-22 2025-08-04
7. VANGUARD EMERGING MKT ETF   2023-01-30 2025-08-04
2. APPLIED MATLS INC   2024-03-28 2025-08-07
5. LAM RESEARCH CORP COM NEW   2023-03-10 2025-08-07
1003.441 VANECK FDS EMRGING MKTS Z   2023-03-01 2025-08-07
4. ABBVIE INC COM   2022-12-16 2025-08-11
235.197 VANECK FDS EMRGING MKTS Z   2025-01-03 2025-08-14
798.67 VANECK FDS EMRGING MKTS Z   2023-03-24 2025-08-14
4. ABBVIE INC COM   2022-12-16 2025-08-22
8. MICRON TECHNOLOGY INC   2023-01-30 2025-08-22
4. PALANTIR TECHNOLOGIES INC CL A   2025-07-01 2025-09-04
1. SALESFORCE.COM INC   2025-01-14 2025-09-04
3. ORACLE CORP   2025-04-16 2025-09-12
22.678 DOUBLELINE EMG MKTS INC I   2022-12-16 2025-09-16
44. GOLDMAN SACHS ETF TR ACCESS INVT GR   2022-10-26 2025-09-16
59. GOLDMAN SACHS TREAS ACCT ETF   2024-05-31 2025-09-16
2. INVESCO EXCH TRADED RD TR II SHORT TERM TREAS   2025-02-26 2025-09-16
147. ISHARES BARCLAYS 20 PLUS YEAR TREASURY BOND FUND   2023-11-07 2025-09-16
40. ISHARES BARCLAYS AGENCY BOND   2022-11-30 2025-09-16
60. ISHARES BARCLAYS MBS BOND FD   2022-11-30 2025-09-16
42. ISHARES CMBS BOND FUND   2022-11-30 2025-09-16
113. JANUS DETROIT STR TR HENDERSON MTG   2022-11-30 2025-09-16
6. LAM RESEARCH CORP COM NEW   2023-03-10 2025-09-17
7. MICRON TECHNOLOGY INC   2023-03-03 2025-09-17
5. IQVIA HLDGS INC COM   2022-12-16 2025-10-02
3. ABRDN PLATINUM ETF   2023-12-12 2025-10-03
31. FIRST TR EXCHANGE TRADED FD IV NO AMER ENERGY   2025-08-04 2025-10-03
502. FIRST TR EXCHANGE TRADED FD IV NO AMER ENERGY   2023-03-24 2025-10-03
24. ISHARES SILVER TRUST   2022-12-16 2025-10-03
138. SPROTT FDS TR URANIUM MINERS E   2025-02-25 2025-10-03
161. SPROTT FDS TR LITHIUM MINERS   2025-02-26 2025-10-03
159. TORTOISE CAP SER TR NORTH AMERN PIPE   2023-01-30 2025-10-03
17. COLGATE PALMOLIVE CO   2025-04-08 2025-10-09
2. MICRON TECHNOLOGY INC   2023-03-03 2025-10-23
8. MONDELEZ INTERNATIONAL INC   2023-01-30 2025-10-23
13. OMNICOM GROUP INC COM   2022-12-16 2025-10-31
3. FISERV INC   2025-08-04 2025-11-05
29. FISERV INC   2023-03-31 2025-11-05
104. ISHARES TR MSCI AC ASIA ETF   2025-01-03 2025-11-06
.25 SOLSTICE ADVANCED MATLS INC   2025-01-03 2025-11-06
3.75 SOLSTICE ADVANCED MATLS INC   2023-03-31 2025-11-06
3. MICRON TECHNOLOGY INC   2023-03-03 2025-11-13
12. SALESFORCE.COM INC   2025-08-04 2025-11-13
2. ABBVIE INC COM   2022-12-16 2025-11-18
4. ABRDN PLATINUM ETF   2023-12-12 2025-11-18
4. ABRDN PALLADIUM ETF   2023-12-12 2025-11-18
2. ALPHABET INC CAP STK CL A   2024-07-26 2025-11-18
2. AMAZON COM INC   2025-02-04 2025-11-18
2. APPLE COMPUTER INC   2022-12-16 2025-11-18
1. APPLIED MATLS INC   2024-03-28 2025-11-18
1. ARISTA NETWORKDS INC COM SHS   2025-11-13 2025-11-18
1. ATMOS ENERGY CORP   2025-05-20 2025-11-18
4. BANK OF AMER CORP COM   2023-01-30 2025-11-18
1. BERKSHIRE HATHAWAY INC DEL CL B NEW   2025-07-24 2025-11-18
2. BOSTON SCIENTIFIC CORP   2025-02-13 2025-11-18
1. BROADCOM INC COM   2025-04-08 2025-11-18
1. CBOE GLOBAL MARKETS INC COM   2025-04-08 2025-11-18
1. CAPITAL ONE FINANCIAL CORP   2022-11-30 2025-11-18
1. CONOCOPHILLIPS   2022-11-30 2025-11-18
1. META PLATFORMS INC CL A   2025-04-15 2025-11-18
60. FIRST TR GLOBAL COMMODITY STRATEGY   2024-09-06 2025-11-18
131. FIRST TR EXCHNG TRADED FD VIII FT ENERGY INCOME   2025-10-03 2025-11-18
26. FRANKLIN FTSE JAPAN ETF   2023-06-20 2025-11-18
87. GOLDMAN SACHS ETF TR ACTIVEBETA EME   2022-11-28 2025-11-18
1. HOME DEPOT INC   2025-05-14 2025-11-18
1. HONEYWELL INTL INC   2022-11-30 2025-11-18
1. INTUITIVE SURGICAL INC COM NEW   2025-04-16 2025-11-18
1. IQVIA HLDGS INC COM   2022-12-16 2025-11-18
4. ISHARES TR S&P 500 INDX FD MFC   2022-12-16 2025-11-18
34. ISHARES TR MSCI EAFE INDEX FD MFC   2023-01-30 2025-11-18
11. ISHARES TR RSSLL 2000 INDX MFC   2022-12-16 2025-11-18
13. ISHARES TR EAFE SML CP ETF   2024-04-11 2025-11-18
13. ISHARES SILVER TRUST   2022-12-16 2025-11-18
10. J P MORGAN EXCHANGE-TRADED FD BEATBUILDERS EUR   2023-08-29 2025-11-18
1. JOHNSON & JOHNSON   2022-11-30 2025-11-18
1. LAM RESEARCH CORP COM NEW   2023-03-10 2025-11-18
1. LOWES COMPANIES INC   2023-01-30 2025-11-18
1. MICROSOFT CORP   2024-06-20 2025-11-18
1. MICRON TECHNOLOGY INC   2023-03-03 2025-11-18
1. MONDELEZ INTERNATIONAL INC   2023-01-30 2025-11-18
1. MOTOROLA SOLUTIONS INC COM NEW   2024-07-26 2025-11-18
1. NRG ENERGY INC COM NEW   2025-01-28 2025-11-18
35.359 NEW WORLD FD INC NEW CL R-6   2025-08-04 2025-11-18
3. NVIDA CORP COM   2025-01-14 2025-11-18
2. OMNICOM GROUP INC COM   2022-12-16 2025-11-18
1. PROCTER & GAMBLE CO   2022-11-30 2025-11-18
1. RAYTHEON TECHNOLOGIES CORP COM   2025-05-30 2025-11-18
2. SPDR SER TR PORTFOLIO S&P 500   2024-11-13 2025-11-18
55. SPROTT FDS TR LITHIUM MINERS   2025-02-26 2025-11-18
86. TORTOISE CAP SER TR NORTH AMERN PIPE   2023-01-30 2025-11-18
1. TRAVELERS COS INC THE   2022-11-30 2025-11-18
1. UNION PACIFIC   2022-11-30 2025-11-18
62. VANGUARD TAX MGD FD EUROPE PAC EFT   2023-12-22 2025-11-18
22. VANGUARD INTL EQUITY INDX FD GLBL EX US ETF   2022-12-16 2025-11-18
14. VANGUARD EMERGING MKT ETF   2023-02-28 2025-11-18
1. ACCENTURE PLC IRELAND SHS CL A   2022-12-16 2025-11-18
17. INVESCO EXCH TRADED RD TR II SHORT TERM TREAS   2025-03-05 2025-12-11
18. BOSTON SCIENTIFIC CORP   2025-02-13 2025-12-17
1. MOTOROLA SOLUTIONS INC COM NEW   2025-02-26 2025-12-17
3. MOTOROLA SOLUTIONS INC COM NEW   2024-07-26 2025-12-17
27. ABRDN PLATINUM ETF   2023-12-12 2025-12-24
34. ABRDN PALLADIUM ETF   2023-12-12 2025-12-24
10. INVESCO EXCH TRADED RD TR II SHORT TERM TREAS   2025-03-19 2025-12-24
90. ISHARES SILVER TRUST   2023-02-28 2025-12-24
21. SPDR SER TR S&P REGL BKG   2025-11-18 2025-12-26
89. SPDR SER TR S&P REGL BKG   2024-06-04 2025-12-26
26. SUPER MICRO COMPUTER INC COM NEW   2025-12-11 2025-12-31
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 422   422  
b 177   180 -3
c 3,547   2,936 611
d 194   199 -5
e 2,260   1,581 679
505   528 -23
5,050   2,941 2,109
1,779   1,583 196
196   213 -17
2,652   2,323 329
1,148   694 454
520   316 204
124   140 -16
2,730   2,902 -172
846   655 191
811   412 399
817   480 337
219   212 7
2,188   2,003 185
531   312 219
154   174 -20
2,692   3,856 -1,164
852   476 376
6,015   5,381 634
6,009   4,397 1,612
7,107   4,223 2,884
437   398 39
527   499 28
462   352 110
953   815 138
3,320   2,141 1,179
737   915 -178
2,129   1,619 510
1,076   657 419
3,873   3,817 56
1,560   1,351 209
808   1,234 -426
105   102 3
2,406   1,945 461
818   623 195
1,451   1,948 -497
136   134 2
1,771   1,766 5
3,497   3,507 -10
138   132 6
1,244   995 249
842   741 101
2,303   2,052 251
1,274   810 464
151   230 -79
2,064   2,478 -414
317   300 17
1,037   501 536
925   1,756 -831
967   420 547
4,074   3,945 129
1,785   808 977
933   689 244
1,233   1,265 -32
65   67 -2
1,579   1,112 467
436   360 76
182   206 -24
160   159 1
1,524   1,280 244
3,147   2,276 871
5,700   5,706 -6
4,855   4,855  
5,568   4,491 1,077
754   667 87
1,616   1,375 241
678   416 262
1,124   911 213
568   508 60
521   304 217
1,438   1,095 343
180   173 7
11,176   8,977 2,199
5,728   4,511 1,217
350   296 54
365   411 -46
493   239 254
16,798   13,851 2,947
791   645 146
3,965   3,422 543
13,466   10,624 2,842
841   651 190
942   478 464
621   523 98
244   325 -81
878   385 493
210   194 16
2,063   1,876 187
5,901   5,911 -10
212   211 1
13,282   14,860 -1,578
4,412   4,252 160
5,738   5,465 273
2,061   1,935 126
5,180   5,190 -10
733   287 446
1,121   430 691
1,018   1,040 -22
438   257 181
1,186   1,171 15
19,212   13,254 5,958
1,046   514 532
8,215   4,874 3,341
1,565   1,034 531
5,792   3,379 2,413
1,330   1,507 -177
411   114 297
488   522 -34
972   1,021 -49
193   562 -369
1,866   3,166 -1,300
9,778   7,703 2,075
11   14 -3
168   181 -13
707   171 536
2,881   3,780 -899
468   326 142
558   342 216
511   360 151
572   333 239
448   483 -35
536   270 266
225   206 19
124   130 -6
175   159 16
207   142 65
505   483 22
200   212 -12
342   155 187
259   209 50
201   103 98
90   124 -34
601   521 80
1,626   1,345 281
2,632   2,619 13
900   708 192
3,600   2,426 1,174
338   373 -35
192   207 -15
548   479 69
218   206 12
2,662   1,546 1,116
3,158   2,424 734
2,574   1,934 640
969   813 156
598   278 320
692   536 156
200   177 23
143   48 95
220   203 17
495   445 50
229   57 172
56   65 -9
373   393 -20
168   101 67
3,381   3,146 235
547   395 152
147   155 -8
147   149 -2
175   137 38
156   141 15
640   353 287
3,054   2,156 898
288   190 98
221   218 3
3,713   2,945 768
1,032   926 106
755   586 169
240   266 -26
1,797   1,795 2
1,694   1,912 -218
375   427 -52
1,124   1,180 -56
5,398   2,309 3,089
5,257   3,063 2,194
1,055   1,058 -3
5,816   1,863 3,953
1,395   1,262 133
5,912   3,908 2,004
755   884 -129
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
      3,228
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        
b       -3
c       611
d       -5
e       679
      -23
      2,109
      196
      -17
      329
      454
      204
      -16
      -172
      191
      399
      337
      7
      185
      219
      -20
      -1,164
      376
      634
      1,612
      2,884
      39
      28
      110
      138
      1,179
      -178
      510
      419
      56
      209
      -426
      3
      461
      195
      -497
      2
      5
      -10
      6
      249
      101
      251
      464
      -79
      -414
      17
      536
      -831
      547
      129
      977
      244
      -32
      -2
      467
      76
      -24
      1
      244
      871
      -6
       
      1,077
      87
      241
      262
      213
      60
      217
      343
      7
      2,199
      1,217
      54
      -46
      254
      2,947
      146
      543
      2,842
      190
      464
      98
      -81
      493
      16
      187
      -10
      1
      -1,578
      160
      273
      126
      -10
      446
      691
      -22
      181
      15
      5,958
      532
      3,341
      531
      2,413
      -177
      297
      -34
      -49
      -369
      -1,300
      2,075
      -3
      -13
      536
      -899
      142
      216
      151
      239
      -35
      266
      19
      -6
      16
      65
      22
      -12
      187
      50
      98
      -34
      80
      281
      13
      192
      1,174
      -35
      -15
      69
      12
      1,116
      734
      640
      156
      320
      156
      23
      95
      17
      50
      172
      -9
      -20
      67
      235
      152
      -8
      -2
      38
      15
      287
      898
      98
      3
      768
      106
      169
      -26
      2
      -218
      -52
      -56
      3,089
      2,194
      -3
      3,953
      133
      2,004
      -129
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 67,202
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 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 1,360
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 1,360
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 1,360
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 636
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.............. 7 636
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 724
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
OK
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 2025 or the taxable year beginning in 2025? 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 address  
14
The books are in care ofARVEST BANK-TRUST Telephone no. (918) 337-3433

Located atPO BOX 2248BARTLESVILLEOK ZIP+4740052248
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
STEPHANIE JACKSON CO-TRUSTEE
0 		0    
4117 MURIETTA AVENUE
SHERMAN OAKS,CA91423
MEREDITH JACKSON CO-TRUSTEE
0 		0    
1901 BELVEDERE AVENUE
CHARLOTTE,NC28205
ARVEST BANK N A CO-TRUSTEE
1 		12,977    
1515 S UTICA STE 200
TULSA,OK74104
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
1,094,903
b
Average of monthly cash balances.......................
1b
17,866
c
Fair market value of all other assets (see instructions)................
1c
61,420
d
Total (add lines 1a, 1b, and 1c).......................
1d
1,174,189
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
1,174,189
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
17,613
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,156,576
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
57,829
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
57,829
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
1,360
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,360
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
56,469
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
56,469
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
56,469
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, line 26, column (d) ..........
1a
39,197
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
39,197
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 56,469
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 31,143
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 39,197
a Applied to 2024, but not more than line 2a 31,143
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 2025 distributable amount..... 8,054
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		48,415
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here 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, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
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

BEL AIR PRESBYTERIAN CHURCH

16221 MULHOLLAND DRIVE
LOS ANGELES,CA90049 		NONE   LOCAL OUTREACH 1,000

NEW HOLLYWOOD

2310 SAN MARCO DRIVE
LOS ANGELES,CA90068 		NONE   ACCOUNTABILITY PROGRAM 5,000

FAMILY SAFETY CENTER

2829 SOUTH SHERIDAN ROAD
TULSA,OK74129 		NONE   GENERAL OPERATION 10,000

IRON GATE

501 S CINCINNATI AVE
TULSA,OK74103 		NONE   GENERAL OPERATING SUPPORT 16,000
Total ................................. 3a 32,000
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 39,374  
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 67,202  
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) ..   107,197  
13Total. Add line 12, columns (b), (d), and (e)..................
13
107,197
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
JACKSON FAMILY FOUNDATION
EIN:
83-4517763
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 975 488   488

TY 2025 InvestmentsCorpBondsSchedule
Name:
JACKSON FAMILY FOUNDATION
EIN:
83-4517763
Name of Bond End of Year Book Value End of Year Fair Market Value
GOLDMAN SACHS ETF TR ACCESS IN 78,170 79,920
GOLDMAN SACHS TREAS ACCT ETF 15,918 15,890
ISHARES BARCLAYS 20 PLUS YEAR 6,180 5,927
ISHARES TR INDEX BARCLYS 7-10 28,625 28,175
ISHARES TR INDEX BARCLAYS 1-3 14,007 14,162
ISHARES BARCLAYS AGENCY BOND 23,828 24,365
ISHARES TR BARCLYS 10-20 YR 25,295 23,892
ISHARES BARCLAYS 3-7 YR TSY BD 25,971 26,257
ISHARES BARCLAYS MBS BOND FD 51,620 52,657
ISHARES CMBS BOND FUND 50,105 52,565
JANUS DETROIT STR TR HENDERSON 69,470 68,855
SCHWAB STRATEGIC TR US TIPS ET 15,899 15,894
DOUBLELINE EMG MKTS INC I 5,679 6,006
INVESCO EXCH TRADED RD TR II 952 951

TY 2025 InvestmentsCorpStockSchedule
Name:
JACKSON FAMILY FOUNDATION
EIN:
83-4517763
Name of Stock End of Year Book Value End of Year Fair Market Value
COMCAST CORP NEW CL A    
EBAY INC    
ECOLAB INC COM 2,332 3,413
FORTUNE BRANDS HOME & SEC IN C    
LOWES COS INC COM 3,123 3,617
OMNICOM GROUP INC COM 3,795 3,472
RESTAURANT BRANDS INTL INC COM    
MONDELEZ INTL INC CL A 1,570 1,238
PROCTER & GAMBLE 2,666 2,580
CONOCOPHILLIPS 2,466 2,059
HESS CORPORATION    
VALERO ENERGY CORP COM    
BANK OF AMER CORP COM 2,027 3,300
CAPITAL ONE FINANCIAL CORP 1,757 3,878
J P MORGAN CHASE & CO COM 2,255 4,833
TRAVELERS COS INC THE 2,874 4,351
ABBVIE INC COM 3,053 4,341
GILEAD SCIENCES INC    
IQVIA HLDGS INC COM 4,243 4,508
JOHNSON & JOHNSON 3,120 3,932
PFIZER INC    
GENERAL DYNAMICS CORP COM 2,274 3,030
HONEYWELL INTL INC COM 2,901 2,926
UNION PACIFIC 3,561 3,932
ACCENTURE PLC IRELAND SHS CL A    
APPLE COMPUTER INC 6,550 9,515
CISCO SYSTEMS INC    
FISERV INC    
HP INC COM    
LAM RESEARCH CORP COM 1,323 3,937
MICRON TECHNOLOGY INC 1,784 6,564
DISNEY COM STK    
DTE ENERGY CO    
FIRST TR EXCHANGE TRADED FD IV 33,403 33,203
INVESCO QQQ TR UNIT SER 1    
MNGD PORT SER TORTOISE NRAM PI    
VANECK FDS EMRGING MKTS Z    
SPDR S & P 500 ETF TRUST    
SPDR S & P MIDCAP 400 ETF TR U 57,156 72,997
ISHARES TR S&P 500 INDX FD MFC 26,937 43,836
ISHARES TR S&P 500 GRW    
ISHARES TR RSSLL 2000 INDX MFC 35,940 47,263
MANAGED PORTFOLIO SER NUANCE M    
ADVISORS INNER CIRCLE FS WESTW 15,047 14,999
FRANKLIN FTSE JAPAN ETF 13,839 17,328
ISHARES TR MSCI EAFE INDEX FD 46,332 63,860
VANGUARD TAX MGD FD EUROPE PAC 57,514 72,028
VANGUARD EMERGING MKT ETF 8,310 9,354
GOLDMAN SACHS ETF TR ACTIVEBET 30,539 43,077
J P MORGAN EXCHANGE-TRADED FD 10,214 13,927
SKYWORKS SOLUTIONS INC COM    
SPDR SER TR S&P REGL BKG    
SPDR SER TR PORTFOLIO S&P 500 20,932 21,018
UNIFIED SER TR DEAN MC VL NL S 10,484 10,978
ISHARES TR MSCI AC ASIA ETF    
ISHARES TR EAFE SML CP ETF 14,982 18,607
ALPHABET INC CAP STK CL A 6,448 10,955
APPLIED MATLS INC 1,727 2,570
MICROSOFT CORP 8,173 9,672
MOTOROLA SOLUTIONS INC COM NEW 1,295 1,150
AMAZON COM INC COM 7,623 7,848
HOME DEPOT INC 3,382 3,097
COSTCO WHSL CORP NEW COM 940 862
WAL MART STORES INC 1,375 1,560
AMERICAN EXPRESS 2,120 2,590
BERKSHIRE HATHAWAY INC DEL CL 1,939 2,011
CBOE GLOBAL MARKETS INC COM 1,251 1,506
PAYPAL HLDGS INC COM 2,047 1,751
WELLS FARGO & CO COM 928 932
BOSTON SCIENTIFIC CORP 1,785 1,621
INTUITIVE SURGICAL INC COM NEW 485 566
LILLY ELI 2,397 3,224
EATON CORP PLC SHS 732 637
GENERAL ELECTRIC CO COM NEW 814 924
RAYTHEON TECHNOLOGIES CORP COM 1,117 1,467
ACCENTURE PLC IRELAND SHS CL A 3,053 2,951
ADOBE SYSTEMS INC 1,030 1,050
ADVANCED MICRO DEVICES 1,372 1,713
ARISTA NETWORKDS INC COM SHS 2,494 2,490
BROADCOM INC COM 3,010 4,845
MASTERCARD INC CLASS A 1,640 1,713
NVIDA CORP COM 8,125 11,190
ORACLE CORP 1,320 1,559
SUPER MICRO COMPUTER INC COM N 884 761
META PLATFORMS INC CL A 4,990 5,281
ATMOS ENERGY CORP 2,390 2,514
NRG ENERGY INC COM NEW 1,821 2,866
TORTOISE CAP SER TR NORTH AMER 27,911 38,717
ISHARES S&P SMALL CAP 600 7,390 7,211
NEW WORLD FD INC NEW CL R-6 39,449 40,697

TY 2025 LegalFeesSchedule
Name:
JACKSON FAMILY FOUNDATION
EIN:
83-4517763
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 442 221   221


TY 2025 OtherAssetsSchedule
Name:
JACKSON FAMILY FOUNDATION
EIN:
83-4517763
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ISHARES SILVER TRUST 4,378 1,417 4,187
VANGUARD INTL EQUITY INDX FD G 10,328 11,838 12,698
ABRDN PLATINUM ETF 5,539 1,607 3,542
ABRDN PALLADIUM ETF 5,507 2,157 3,489
FIRST TR GLOBAL COMMODITY STRA 21,635 17,551 17,887
SPROTT FDS TR LITHIUM MINERS   4,526 8,495


TY 2025 OtherDecreasesSchedule
Name:
JACKSON FAMILY FOUNDATION
EIN:
83-4517763
Description Amount
2025 INCOME POSTED IN 2026 1,137
2025 WASH SALES 470
2025 ROC ADJUSTMENT 87
2024 ROC ADJUSTMENT MADE IN 2025 607
COMMON TRUST FUND ADJUSTMENT 60


TY 2025 OtherIncomeSchedule2
Name:
JACKSON FAMILY FOUNDATION
EIN:
83-4517763
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER REVENUE 621 0  


TY 2025 OtherIncreasesSchedule
Name:
JACKSON FAMILY FOUNDATION
EIN:
83-4517763
Description Amount
2025 INCOME POSTED IN 2024 1,405
CORPORATE ACTION BASIS ADJUSTMENT 194


TY 2025 TaxesSchedule
Name:
JACKSON FAMILY FOUNDATION
EIN:
83-4517763
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 16 16   0
FEDERAL ESTIMATES - PRINCIPAL 636 0   0
FOREIGN TAXES ON QUALIFIED FOR 636 636   0
FOREIGN TAXES ON NONQUALIFIED 181 181   0