Nonprofit · EIN 95-3367511
ANN JACKSON FAMILY FOUNDATION
Tax-exempt · SANTA BARBARA, CA 93150
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-PF | $9,589,829 | $3,527,068 | $6,062,761 | $91,680,070 | $2,886,668 | $88,793,402 |
| May 31, 2024 | 990-PF | $4,665,089 | $5,002,108 | -$337,019 | $88,737,372 | $3,516,993 | $85,220,379 |
| May 31, 2023 | 990-PF | $4,787,659 | $3,469,736 | $1,317,923 | $74,255,339 | $2,244,230 | $72,011,109 |
Financial details: 990-PF for the year ended May 31, 2025
Revenue
- Dividends
- $1,262,600
- Net gain from sales of assets
- $8,271,869
- Other income
- $55,360
Expenses
- Grants and similar amounts paid
- $3,065,236
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $3,802,538
- Excise tax on investment income
- $129,703
Balance sheet and other
- Total assets, start of year
- $88,737,372
- Total assets, end of year
- $91,680,070
- Total liabilities, end of year
- $2,886,668
- Net assets, end of year
- $88,793,402
- Fair market value of assets
- $91,680,070
- Qualifying distributions
- $3,802,538
- Net investment income
- $9,589,829
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PALMER G JACKSON PO BOX 5580, SANTA BARBARA, CA 93150 | PRESIDENT | 4 | $0 |
| CHARLES A JACKSON PO BOX 5580, SANTA BARBARA, CA 93150 | VICE PRESIDENT | 2 | $0 |
| JAMES H JACKSON PO BOX 5580, SANTA BARBARA, CA 93150 | VICE PRESIDENT | 2 | $0 |
| PALMER G JACKSON JR PO BOX 5580, SANTA BARBARA, CA 93150 | SECRETARY | 20 | $0 |
| WILLIAM L JACKSON PO BOX 5580, SANTA BARBARA, CA 93150 | CHIEF FINANCIAL OFFICER | 4 | $0 |
| DEBORAH A JONES PO BOX 5580, SANTA BARBARA, CA 93150 | DIRECTOR | 1 | $0 |
| PATRICIA JAMESON PO BOX 5580, SANTA BARBARA, CA 93150 | DIRECTOR | 1 | $0 |
990-PF for the year ended May 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PALMER G JACKSON PO BOX 5580, SANTA BARBARA, CA 93150 | PRESIDENT | 4 | $0 |
| CHARLES A JACKSON PO BOX 5580, SANTA BARBARA, CA 93150 | VICE PRESIDENT | 2 | $0 |
| JAMES H JACKSON PO BOX 5580, SANTA BARBARA, CA 93150 | VICE PRESIDENT | 2 | $0 |
| PALMER G JACKSON JR PO BOX 5580, SANTA BARBARA, CA 93150 | SECRETARY | 20 | $0 |
| WILLIAM L JACKSON PO BOX 5580, SANTA BARBARA, CA 93150 | CHIEF FINANCIAL OFFICER | 4 | $0 |
| DEBORAH A JONES PO BOX 5580, SANTA BARBARA, CA 93150 | DIRECTOR | 1 | $0 |
| PATRICIA JAMESON PO BOX 5580, SANTA BARBARA, CA 93150 | DIRECTOR | 1 | $0 |
990-PF for the year ended May 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PALMER G JACKSON PO BOX 5580, SANTA BARBARA, CA 93150 | PRESIDENT | 4 | $0 |
| CHARLES A JACKSON PO BOX 5580, SANTA BARBARA, CA 93150 | VICE PRESIDENT | 2 | $0 |
| JAMES H JACKSON PO BOX 5580, SANTA BARBARA, CA 93150 | VICE PRESIDENT | 2 | $0 |
| PALMER G JACKSON JR PO BOX 5580, SANTA BARBARA, CA 93150 | SECRETARY | 20 | $0 |
| WILLIAM L JACKSON PO BOX 5580, SANTA BARBARA, CA 93150 | CHIEF FINANCIAL OFFICER | 4 | $0 |
| DEBORAH A JONES PO BOX 5580, SANTA BARBARA, CA 93150 | DIRECTOR | 1 | $0 |
| PATRICIA JAMESON PO BOX 5580, SANTA BARBARA, CA 93150 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5580, SANTA BARBARA, CA 93150-5580
- In care of
- % PALMER JACKSON JR
- Signed the 990-PF
- PALMER G JACKSON JR, SECRETARY
- Phone
- (805) 969-2258
- Return prepared by
- PROSPERITY PARTNERS
California records
California keeps its own records of charities and corporations. Search them by EIN 95-3367511 or by the name ANN JACKSON FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 95-3367511
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1979
- Accounting year ends
- May
- Files
- Form 990-PF
- Assets (IRS master file)
- $91,680,070
- Income (IRS master file)
- $30,495,975
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2025 | $9,589,829 | $3,527,068 | $91,680,070 | XML |
| 990-PF | May 2024 | $4,665,089 | $5,002,108 | $88,737,372 | XML |
| 990-PF | May 2023 | $4,787,659 | $3,469,736 | $74,255,339 | XML |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 2020 | – | – | – | IRS |
| 990-PF | May 2019 | – | – | – | IRS |
| 990-PF | May 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-3367511).
Questions about ANN JACKSON FAMILY FOUNDATION
- What is the EIN of ANN JACKSON FAMILY FOUNDATION?
- The employer identification number (EIN) of ANN JACKSON FAMILY FOUNDATION is 95-3367511.
- Is ANN JACKSON FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to ANN JACKSON FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ANN JACKSON FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANN JACKSON FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANN JACKSON FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2025.
- Who are the officers and directors of ANN JACKSON FAMILY FOUNDATION?
- The 990-PF for the year ended May 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does ANN JACKSON FAMILY FOUNDATION have?
- On its 990-PF for the year ended May 31, 2025 it reported revenue of $9,589,829, expenses of $3,527,068 and total assets of $91,680,070 at year end.
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