The PD Jackson Family Foundation is a private family-run foundation based in Berkeley, California. Established in 2018, it operates as a 501(c)(3) organization dedicated to funding endeavors aligned with its core philosophy of harmony, community, and growth. The foundation believes in the interconnectedness of all living things and works to foster a culture of philanthropy while bringing its family together through shared purpose.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$7.9M
-5.3% YoY
Annual Giving
$457K
+41.5% YoY
Grant Count
32
+28.0% YoY
Avg Grant Size
$14K
+10.5% YoY
Under IRS private-foundation payout rules, PD Jackson Family Foundation reported a distributable amount of $382K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's philosophy centers on three core beliefs:
- The interconnectedness of all living things
- Universal access to education and opportunities for self-growth
- Creating harmony between people and the earth
The foundation supports four primary initiative areas:
Environmental Preservation — Funds wide-ranging environmental efforts, from protecting Montana's lakes to nurturing coral reefs in the Indian Ocean.
Indigenous Peoples — Contributes to programs that stimulate the well-being and preserve the traditions of indigenous peoples.
Local Communities in Montana — Supports educational, environmental, housing, and cultural organizations operating in Northwest Montana, where the foundation is based.
Self-Growth — Committed to helping individuals and communities achieve their educational and spiritual goals.
Grantmaking
The foundation made 32 grants in 2024 totaling $457,000 in giving.
Grant Range
s:** Typical awards range from $1,000 to $125,000, with a median grant amount of approximately $6,300.
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Geographic Focus
Where this funder awards grants
The foundation's primary geographic focus is Montana, particularly Northwest Montana. However, the foundation also funds initiatives in California and Virginia, with environmental preservation efforts extending internationally (including the Indian Ocean).
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total Assets: $7,879,292
- Total Revenues: $1,836,031
- Total Expenses: $536,597
- Total Liabilities: $4,900
As of 2023:
- Total Assets: $8,317,404
- Total Revenues: $483,329
- Total Expenses: $402,753
The foundation operates with no paid staff, relying entirely on volunteer board members.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $7,879,292 | $8,317,404 | $7,689,368 |
| Revenue | $1,836,031 | $483,329 | $342,678 |
| Expenses | $536,597 | $402,753 | $494,854 |
| Qualifying Distributions | $521,350 | $378,724 | $448,945 |
| Net Investment Income | $1,859,564 | $461,874 | $185,184 |
| Distributable Amount | $381,810 | $382,665 | $389,716 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
151 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include University of Montana Foundation ($125,000), Flathead Warming Center ($75,000), Glacier National Park Conservancy ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Center Restorative Youth Justice Kalispell, MT | General Operating Support | $25,000 |
| Cragmont PTA Berkeley, CA | General Operating Support | $4,000 |
| Five Valleys Land Trust Missoula, MT | General Operating Support | $10,000 |
| Flathead Warming Center Kalispell, MT | General Operating Support | $75,000 |
| Foundation for Santa Barbara Hi Santa Barbara, CA | General Operating Support | $4,000 |
| Glacier National Park Conservancy Columbia Falls, MT | General Operating Support | $50,000 |
| Homeless Prenatal Program San Francisco, CA | General Operating Support | $5,000 |
| Marshall High School PTSA Falls Church, VA | General Operating Support | $3,000 |
| Native Arts and Culture Portland, OR | General Operating Support | $5,000 |
| Nature Conservancy of Virginia Arlington, VA | General Operating Support | $7,500 |
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation is led by family members serving in volunteer capacities:
- Philip Jackson — President/Director
- Elizabeth Jackson-Pettine — Treasurer/Director
- Chelsea A Sachs — Communications Manager/Director
- Brooke S Sears — Administrative Officer/Director
- Charles A Jackson — Financials
- Benjamin P Jackson — Secretary
All board members serve without compensation.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Philip Jackson | President/Dir. | 1 | — |
| Elizabeth Jackson-Pettine | Treasurer/Dir. | 2 | — |
| Chelsea A Sachs | Comm. MGR/Dir. | 2 | — |
| Brooke S Sears | Adm. Off./Dir. | 2 | — |
| Charles A Jackson | Financials | 2 | — |
| Benjamin P Jackson | Secretary | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does PD Jackson Family Foundation fund?
The foundation's philosophy centers on three core beliefs: • The interconnectedness of all living things • Universal access to education and opportunities for self-growth • Creating harmony between people and the earth The foundation supports four primary initiative areas: **Environmental Preservation** — Funds wide-ranging environmental efforts, from protecting Montana's lakes to nurturing coral reefs in the Indian Ocean. **Indigenous Peoples** — Contributes to programs that stimulate the well…
How do I apply for a grant from PD Jackson Family Foundation?
**Grant Sizes:** Typical awards range from $1,000 to $125,000, with a median grant amount of approximately $6,300. **Recent Grant Activity (2024):** • University of Montana Foundation (Flathead Lake Bio Station): $125,000 • Flathead Warming Center (General Operating Support): $75,000 • Glacier National Park Conservancy (General Operating Support): $50,000 **2023 Grant Activity:** • Boys and Girls Club of the Flathead Reservation and Lake County: $40,000 • Glacier National Park Conservancy: $30,…
Where does PD Jackson Family Foundation make grants?
The foundation's primary geographic focus is Montana, particularly Northwest Montana. However, the foundation also funds initiatives in California and Virginia, with environmental preservation efforts extending internationally (including the Indian Ocean).
What size grants does PD Jackson Family Foundation award?
In 2024, PD Jackson Family Foundation awarded 32 grants totaling $457K — an average of about $14K per grant, based on its IRS Form 990 filings.
How much is PD Jackson Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, PD Jackson Family Foundation reported a distributable amount of $382K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is PD Jackson Family Foundation's EIN?
PD Jackson Family Foundation's EIN (Employer Identification Number) is 82-2797338. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in PD Jackson Family Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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