2025-10-23T06:38:24-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 463772325 The Brad & Jill Jackson Family Foundation % Foundation Source BRAD 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Jill Jackson President 8008391754 2025-10-20 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 851261 X 20498 360 360 6962 6962 52989 140790 78815 80809 86137 0 6254 6254 600 7809 7809 14663 6254 7809 68000 68000 82663 6254 75809 -1854 79883 0 10140 21022 21022 522005 509269 830239 532145 530291 851261 0 0 X 532145 530291 532145 530291 532145 530291 532145 -1854 530291 530291 Publicly-traded Securities 140790 61975 78815 78815 78815 1110 1110 1110 97 0 1100 1197 X 0 87 87 false false false false false false false true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Brad Jackson Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec, Treas 1.0 0 0 0 Jill Jackson Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir 1.0 0 0 0 765336 11701 0 777037 0 777037 11656 765381 38269 38269 1110 1110 37159 37159 37159 75809 0 0 0 0 75809 37159 111459 418940 31597 48707 90589 701292 75809 37159 38650 739942 0 111459 628483 418940 31597 48707 90589 38650 Brad Jackson Jill Jackson X CAMP SPALDING 8513 HWY 211 NEWPORT WA 99156 N/A PC General & Unrestricted 15000 EASTSIDE PREPARATORY SCHOOL 10613 NE 38TH PL KIRKLAND WA 98033 N/A PC General & Unrestricted 15000 EASTSIDE PREPARATORY SCHOOL 10613 NE 38TH PL KIRKLAND WA 98033 N/A PC Annual fund 2023-2024 10000 FIRST RESPONDERS CHILDRENS FOUNDATION 38 E 32ND ST RM 602 NEW YORK NY 10016 N/A PC General & Unrestricted 25000 UNIVERSITY CHILD DEVELOPMENT SCHOOL 5062 9TH AVE NE SEATTLE WA 98105 N/A PC General & Unrestricted 3000 68000 14 360 14 6962 18 52989 60311 60311 false false false false false false false false false false X X 1 Jackson Brad 3835 W Mercer Way Mercer Island WA 98040 20498 X 1 MICROSOFT CORP MSFT, 46 sh. 20498 2024-12-10 AMAZON COM 230623 305172 BNY MELLON CORE PLUS FUND CL I 12000 11882 DODGE & COX INCOME FUND 7626 7490 DOUBLELINE TOTAL RETURN BOND 25482 22040 HOOD RIVER SMALL-CAP GROWTH FU 17200 17723 INFINITY Q DIVERSIFIED ALPHA F 4197 33 ISHARES CURRENCY HEDGED MSCI E 3242 4135 ISHARES S&P 500 INDEX FD 7648 16483 ISHARESLEHMAN 7-10YR 18509 18028 JPMORGAN CORE PLUS BOND FUND 51828 45329 MICROSOFT CORP 60729 262595 PROSHARES S&P MIDCAP 400 DIVID 11018 13712 TESLA MOTORS INC 55867 102172 WILLIAM BLAIR EMERGING MARKETS 3300 3445 Administrative Fees 7784 7784 State or Local Filing Fees 25 25 Investment Management Services 6254 6254 We respectfully request that The Brad & Jill Jackson Family Foundation's quarterly estimated taxes for taxable year ending December 31, 2024 be treated as timely and request that the $18 penalty indicated on Form 2220 be abated because the underpayment in Q4 was due to reasonable cause. Treasury Regulations Sec 301.6651-1(c)(1) defines reasonable by asking whether the taxpayer exercised ordinary business care and prudence. The Foundation exercised care and prudence in seeking a reputable firm knowledgeable about exempt organizations to calculate its quarterly estimates for tax period ending December 31, 2024. The firm was unable to reconcile the Foundation's accounts fully in order to calculate the necessary estimated tax payment for Q4 based on the annualization method. The underpayment was no fault of the foundation's and the firm is enhancing its procedures to improve its reconciliation process for future quarters. We believe that the underpayment was due to reasonable cause and in no way due to an intentional disregard for the rules, and respectfully request that no 2220 penalty be assessed. 990-PF Extension for 2023 600