J W AND IDA M JAMESON FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- J W AND IDA M JAMESON FOUNDATION (EIN 95-6031465)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-15
- IRS object ID
- 202423209349105447
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T14:08:15-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954835865 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOEHNER ACCOUNTANCY CORPORATION | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 S LAKE AVENUE SUITE 730 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956031465 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JW AND IDA M JAMESON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JWAN | BusinessNameControlTxt |
| Phone | 6265781530 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5010 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91117 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BILL B BETZ | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 6265781530 | PhoneNum |
| Signature | 2024-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTIN CREIGHTON | PreparerPersonNm |
| PTIN | P00216922 | PTIN |
| Phone | 6264496321 | PhoneNum |
| Preparation | 2024-11-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,201,600 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $420,682 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $420,682 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $848,989 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,403,852 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $848,989 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,269,671 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,269,671 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $192,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $96,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $48,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $21,600 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $10,800 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $5,400 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $31,255 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,628 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,688 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $50,714 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $50,714 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,975 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $888 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $444 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $10,102 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,526 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $2,526 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,800 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $896 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $114 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $326,446 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $177,452 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $61,172 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $750,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $750,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,076,446 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $177,452 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $811,172 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $193,225 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,092,219 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $739,265 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $906,536 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $906,536 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $3,405 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,118 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,118 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,020,950 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $803,961 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $782,734 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,168,323 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,352,659 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,516,717 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,893,616 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,962,367 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,711,819 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $240,981 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $240,981 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,277,376 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,538 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,889 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,649 | LandBOYAmt |
| Land EOY | $2,649 | LandEOYAmt |
| Land EOYFMV | $2,500 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $800 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $800 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,069,189 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,273,071 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,201,600 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $8,699 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $19,356 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $8,699 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,356 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $880,213 | CapitalStockBOYAmt |
| Capital Stock EOY | $880,213 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $12,180,277 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,373,502 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,060,490 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,253,715 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,069,189 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,273,071 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,060,490 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $193,225 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,253,715 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,253,715 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| US TREASURY NOTE DUE 5/9/24 | P | 2023-11-16 | 2024-05-09 | $1,000,000 | $974,776 | $25,224 | $25,224 |
| BERKSHIRE HATHAWAY CL B | P | 2009-06-09 | 2023-09-13 | $366,517 | $59,543 | $306,974 | $306,974 |
| INTEL CORP | P | 2020-11-20 | 2023-09-13 | $268,588 | $318,919 | -$50,331 | -$50,331 |
| BOOKING HOLDINGS INC. | P | 2022-09-26 | 2023-11-17 | $501,934 | $275,314 | $226,620 | $226,620 |
| VMWARE INC. | P | 2020-11-20 | 2023-11-24 | $136,515 | $160,248 | -$23,733 | -$23,733 |
| US TREASURY NOTE 2.125 DUE 11/23/23 | P | 2020-01-22 | 2023-11-27 | $500,000 | $510,815 | -$10,815 | -$10,815 |
| BROADCOM INC. | P | 2020-11-20 | 2024-01-29 | $323,753 | $137,592 | $186,161 | $186,161 |
| FACEBOOK INC./META | P | 2021-03-04 | 2024-03-26 | $406,545 | $206,567 | $199,978 | $199,978 |
| FPA FDS TR: FPNIX | P | 2021-01-22 | 2024-06-13 | $400,000 | $410,674 | -$10,674 | -$10,674 |
| FHLB 5.05% | P | 2022-12-01 | 2024-06-14 | $500,000 | $500,415 | -$415 | -$415 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $848,989 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,182 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,182 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,182 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $16,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $18 | EsPenaltyAmt |
| Overpayment | $800 | OverpaymentAmt |
| Applied To ES Tax | $800 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BILL B BETZ | IndividualWithBooksNm |
| Phone | 6265781530 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5010 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BILL B BETZ | ||||||||
| PO BOX 5010 | PASADENA | CA | 91117 | SECRETARY/TREASURER | 15.00 | $64,000 | $0 | $0 |
| JAMEN WURM | ||||||||
| PO BOX 5010 | PASADENA | CA | 91117 | PRESIDENT | 10.00 | $64,000 | $0 | $0 |
| KRISTIN CREIGHTON | ||||||||
| PO BOX 5010 | PASADENA | CA | 91117 | VICE PRESIDENT | 10.00 | $32,000 | $0 | $0 |
| FRED L LEYDORF | ||||||||
| PO BOX 5010 | PASADENA | CA | 91117 | DIRECTOR (PART-YEAR) | 5.00 | $32,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,020,328 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $872,644 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,500 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,895,472 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,895,472 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $253,432 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,642,040 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $832,102 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $832,102 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,182 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,182 | TotalTaxAmt |
| Distributable Before Adj | $816,920 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $816,920 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $816,920 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $811,172 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $811,172 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $816,920 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $113,435 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $188,860 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $94,512 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $37,858 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $434,665 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $811,172 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $811,172 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $5,748 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,748 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $428,917 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $107,687 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $321,230 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $188,860 | ExcessFromYear4Amt |
| Excess From Year3 | $94,512 | ExcessFromYear3Amt |
| Excess From Year1 | $37,858 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BILL BETZ JW AND IDA JAMESON FOUNDA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5010 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6265781530 | RecipientPhoneNum |
| Form And Info And Materials | THE REQUESTS FOR FUNDS SHOULD INCLUDE THE FOLLOWING INFORMATION: (1) THE PURPOSE FOR WHICH THE FUNDS WILL BE USED; (2) THE AMOUNT REQUESTED; (3) EVIDENCE OF IRS SECTION 501(C)(3) RATING. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT REQUESTS SHOULD BE RECEIVED BY THE FIRST WEEK OF MARCH OF EACH YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ALL GRANT RECIPIENTS MUST BE NON-PROFIT ORGANIZATIONS AND MUST PROVIDE EVIDENCE OF THE IRS SECTION 501(C)(3) RATING. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A PLACE FOR YOUTH | |||||||
| 4901 W JEFFERSON BLVD | LOS ANGELES | CA | 90016 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| ASSISTANCE LEAGUE OF PASADENA | |||||||
| 820 EAST CALIFORNIA BLVD | PASADENA | CA | 91106 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $10,000 |
| CITY BLESSING CHURCH | |||||||
| 18901 AMAR ROAD AT MIRACLE HILL | WALNUT | CA | 91789 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $20,000 |
| FIRST BAPTIST CHURCH OF LANCASTER | |||||||
| 44662 15TH STREET WEST | LANCASTER | CA | 93534 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| FOOTHILL FAMILY | |||||||
| 2500 E FOOTHILL BLVD SUITE 300 | PASADENA | CA | 91107 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| SOUTHERN CALIFORNIA POMERANIAN RESCUE INC | |||||||
| 233 WILSHIRE BLVD SUITE 250 | SANTA MONICA | CA | 90401 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $10,000 |
| TROJAN FOOTBALL ALUMNI CLUB | |||||||
| 14455 SPRING CREST DRIVE | CHINO HILLS | CA | 91709 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $10,000 |
| ABILITY FIRST | |||||||
| 1300 EAST GREEN STREET | PASADENA | CA | 91106 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $15,000 |
| AZUSA PACIFIC UNIVERSITY | |||||||
| 901 E ALOSTA AVE | AZUSA | CA | 91702 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $25,000 |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVENUE | WASHINGTON | DC | 20001 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $15,000 |
| CLAREMONT INSTITUTE FOR THE STUDY OF STATESMANSHIP AND POLITICAL PHILOSOPHY | |||||||
| 937 WEST FOOTHILL BLVD STE E | CLAREMONT | CA | 91711 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $25,000 |
| DOOR OF HOPE | |||||||
| 669 N LOS ROBLES AVENUE | PASADENA | CA | 91101 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $60,000 |
| GEORGE MASON UNIVERSITY FOUNDATION | |||||||
| 3351 NO FAIRFAX DRIVE 4TH FLOOR | ARLINGTON | VA | 22201 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $10,000 |
| HILLSIDES | |||||||
| 940 AVENUE 64 | PASADENA | CA | 91105 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| HUNTINGTON MEDICAL RESEARCH INSTITUTES | |||||||
| 734 FAIRMONT AVE | PASADENA | CA | 91105 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $25,000 |
| INTERCOLLEGIATE STUDIES INSTITUTE INC | |||||||
| 3901 CENTERVILLE ROAD | WILMINGTON | DE | 198070431 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $30,000 |
| LA CANADA BASEBALL SOFTBALL ASSOCIATION | |||||||
| PO BOX 151 | LA CANADA | CA | 91012 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $40,000 |
| LA CANADA FLINTRIDGE EDUCATION FOUNDATION | |||||||
| 4490 CORNISHON AVENUE RM 211 | LA CANADA FLINTRIDGE | CA | 91011 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $35,000 |
| LA CANADA HIGH SCHOOL BOOSTERS | |||||||
| 5313 MOUNTAIN MEADOW | LA CANADA | CA | 91011 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $50,000 |
| LA CANADA PRESBYTERIAN CHURCH | |||||||
| 626 FOOTHILL BOULEVARD | LA CANADA FLINTRIDGE | CA | 91011 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $40,000 |
| LEAD WITH YOUR LIFE | |||||||
| PO BOX 508 | MONROVIA | CA | 91017 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $10,000 |
| LEADERSHIP INSTITUTE | |||||||
| 1101 NORTH HIGHLAND STREET | ARLINGTON | VA | 22201 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $20,000 |
| PACIFIC RESEARCH INST FOR PUBLIC POLICY | |||||||
| 101 MONTGOMERY STREET | SAN FRANCISCO | CA | 94104 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $15,000 |
| PASADENA CITY COLLEGE FOUNDATION | |||||||
| 1570 E COLORADO BLVD | PASADENA | CA | 91106 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $50,000 |
| PUGET SOUND STRATEGIC MINISTRIES | |||||||
| 4611 53RD STREET EAST | TACOMA | WA | 98443 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $10,000 |
| RM PYLES BOYS CAMP | |||||||
| 27211 HENRY MAYO DRIVE | VALENCIA | CA | 91355 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $25,000 |
| REASON FOUNDATION | |||||||
| 3415 S SEPULVEDA BLVD SUITE 400 | LOS ANGELES | CA | 90034 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $20,000 |
| REASONS TO BELIEVE | |||||||
| 818 S OAK PARK ROAD | COVINA | CA | 91724 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| RUGBY LA | |||||||
| PO BOX 50732 | LOS ANGELES | CA | 90050 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| SAN GABRIEL HABITAT FOR HUMANITY | |||||||
| 400 S IRWINDALE AVENUE | AZUSA | CA | 91702 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| THE GOODEN CENTER | |||||||
| 191 N EL MOLINO AVE | PASADENA | CA | 91103 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| THE LUNCH BUCKET | |||||||
| 27933 MARIPOSA STREET | VALENCIA | CA | 91354 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| THE UCLA FOUNDATION - JW & IDA M JAMESON FUND | |||||||
| PO BOX 951476 | LOS ANGELES | CA | 90095 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $25,000 |
| UNION STATION HOMELESS SERVICES | |||||||
| 825 EAST ORANGE GROVE BLVD | PASADENA | CA | 91104 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $25,000 |
| VETERANS FOR AMERICA BUSINESS DEV | |||||||
| 4247 ENCINAS DR | LA CANADA | CA | 91011 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $10,000 |
| VILLA ESPERANZA SERVICES | |||||||
| 2116 EAST VILLA STREET | PASADENA | CA | 91107 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $25,000 |
| VILLAGE CHRISTIAN SCHOOLS | |||||||
| 8930 VILLAGE AVENUE | SUN VALLEY | CA | 91352 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| WESTERN CHRISTIAN SCHOOLS | |||||||
| 3105 PADUA AVENUE | CLAREMONT | CA | 91711 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $5,000 |
| YOUNG LIFE | |||||||
| 254 N LAKE AVENUE SUITE 155 | PASADENA | CA | 91101 | N/A | PC | SUPPORT FOR GENERAL OPERATIONS | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $750,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $420,682 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $848,989 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,269,671 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,269,671 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $31,255 | Amt |
| Net Investment Income | $15,628 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,688 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $3,962,367 | EOYBookValueAmt |
| EOYFMV | $1,711,819 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $7,352,659 | EOYBookValueAmt |
| EOYFMV | $11,516,717 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $803,961 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $782,734 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $240,981 | BookValueAmt |
| EOYFMV | $2,277,376 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE EQUIPMENT | $409 | $409 | $0 |
| PHOTOCOPIER | $1,480 | $1,480 | $0 |
| LAND - SAN BERNARDINO COUNTY, CA. | $1,067 | $0 | $1,067 |
| MINERAL RIGHTS, KERN COUNTY, CA. | $1,582 | $0 | $1,582 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX RECEIVABLE | Desc |
| EOY Book Value | $800 | EOYBookValueAmt |
| EOYFMV | $800 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $1,690 | $423 | $0 |
| TELEPHONE | $454 | $114 | $114 |
| OFFICE EXPENSE | $901 | $226 | $0 |
| BANK CHARGES | $530 | $133 | $0 |
| FILING FEES | $225 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL TAXES PAYABLE | $509 | $520 |
| EXCISE TAX PAYABLE | $8,190 | $0 |
| MARGIN LOAN | $0 | $18,836 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $50,714 | Amt |
| Net Investment Income | $50,714 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $1,775 | $888 | $444 |
| EXCISE TAX | $15,200 | $0 | $0 |