2024-11-15T14:08:15-06:00 2024-06-30 954835865 GOEHNER ACCOUNTANCY CORPORATION 251 S LAKE AVENUE SUITE 730 PASADENA CA 91101 990PF 2023-07-01 956031465 JW AND IDA M JAMESON FOUNDATION JWAN 6265781530 PO BOX 5010 PASADENA CA 91117 BILL B BETZ SECRETARY/TREASURER 6265781530 2024-11-05 1 1 KRISTIN CREIGHTON P00216922 6264496321 2024-11-05 2023 2024-10-15 13:58:12Z X 17201600 X X 420682 420682 848989 4403852 848989 1269671 1269671 192000 96000 48000 21600 10800 5400 31255 15628 4688 50714 50714 0 16975 888 444 10102 2526 2526 3800 896 114 326446 177452 61172 750000 750000 1076446 177452 811172 193225 1092219 739265 906536 906536 3405 3118 3118 1020950 803961 782734 7168323 7352659 11516717 3893616 3962367 1711819 240981 240981 2277376 4538 1889 2649 2649 2500 0 800 800 13069189 13273071 17201600 8699 19356 8699 19356 X 880213 880213 0 0 12180277 12373502 13060490 13253715 13069189 13273071 13060490 193225 0 13253715 0 13253715 US TREASURY NOTE DUE 5/9/24 P 2023-11-16 2024-05-09 1000000 974776 25224 25224 BERKSHIRE HATHAWAY CL B P 2009-06-09 2023-09-13 366517 59543 306974 306974 INTEL CORP P 2020-11-20 2023-09-13 268588 318919 -50331 -50331 BOOKING HOLDINGS INC. P 2022-09-26 2023-11-17 501934 275314 226620 226620 VMWARE INC. P 2020-11-20 2023-11-24 136515 160248 -23733 -23733 US TREASURY NOTE 2.125 DUE 11/23/23 P 2020-01-22 2023-11-27 500000 510815 -10815 -10815 BROADCOM INC. P 2020-11-20 2024-01-29 323753 137592 186161 186161 FACEBOOK INC./META P 2021-03-04 2024-03-26 406545 206567 199978 199978 FPA FDS TR: FPNIX P 2021-01-22 2024-06-13 400000 410674 -10674 -10674 FHLB 5.05% P 2022-12-01 2024-06-14 500000 500415 -415 -415 848989 15182 0 15182 0 15182 16000 0 0 0 16000 18 800 800 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A BILL B BETZ 6265781530 PO BOX 5010 PASADENA CA 91117 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BILL B BETZ PO BOX 5010 PASADENA CA 91117 SECRETARY/TREASURER 15.00 64000 0 0 JAMEN WURM PO BOX 5010 PASADENA CA 91117 PRESIDENT 10.00 64000 0 0 KRISTIN CREIGHTON PO BOX 5010 PASADENA CA 91117 VICE PRESIDENT 10.00 32000 0 0 FRED L LEYDORF PO BOX 5010 PASADENA CA 91117 DIRECTOR (PART-YEAR) 5.00 32000 0 0 NONE 0 NONE 0 0 16020328 872644 2500 16895472 0 0 16895472 253432 16642040 832102 832102 15182 15182 816920 0 816920 0 816920 811172 0 811172 816920 0 0 113435 188860 94512 37858 434665 811172 0 0 0 811172 0 5748 5748 428917 0 0 0 0 0 0 107687 321230 188860 94512 37858 BILL BETZ JW AND IDA JAMESON FOUNDA PO BOX 5010 PASADENA CA 91117 6265781530 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. GRANT REQUESTS SHOULD BE RECEIVED BY THE FIRST WEEK OF MARCH OF EACH YEAR. ALL GRANT RECIPIENTS MUST BE NON-PROFIT ORGANIZATIONS AND MUST PROVIDE EVIDENCE OF THE IRS SECTION 501(C)(3) RATING. A PLACE FOR YOUTH 4901 W JEFFERSON BLVD LOS ANGELES CA 90016 N/A PC SUPPORT FOR GENERAL OPERATIONS 5000 ASSISTANCE LEAGUE OF PASADENA 820 EAST CALIFORNIA BLVD PASADENA CA 91106 N/A PC SUPPORT FOR GENERAL OPERATIONS 10000 CITY BLESSING CHURCH 18901 AMAR ROAD AT MIRACLE HILL WALNUT CA 91789 N/A PC SUPPORT FOR GENERAL OPERATIONS 20000 FIRST BAPTIST CHURCH OF LANCASTER 44662 15TH STREET WEST LANCASTER CA 93534 N/A PC SUPPORT FOR GENERAL OPERATIONS 5000 FOOTHILL FAMILY 2500 E FOOTHILL BLVD SUITE 300 PASADENA CA 91107 N/A PC SUPPORT FOR GENERAL OPERATIONS 5000 SOUTHERN CALIFORNIA POMERANIAN RESCUE INC 233 WILSHIRE BLVD SUITE 250 SANTA MONICA CA 90401 N/A PC SUPPORT FOR GENERAL OPERATIONS 10000 TROJAN FOOTBALL ALUMNI CLUB 14455 SPRING CREST DRIVE CHINO HILLS CA 91709 N/A PC SUPPORT FOR GENERAL OPERATIONS 10000 ABILITY FIRST 1300 EAST GREEN STREET PASADENA CA 91106 N/A PC SUPPORT FOR GENERAL OPERATIONS 15000 AZUSA PACIFIC UNIVERSITY 901 E ALOSTA AVE AZUSA CA 91702 N/A PC SUPPORT FOR GENERAL OPERATIONS 25000 CATO INSTITUTE 1000 MASSACHUSETTS AVENUE WASHINGTON DC 20001 N/A PC SUPPORT FOR GENERAL OPERATIONS 15000 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 25000 DOOR OF HOPE 669 N LOS ROBLES AVENUE PASADENA CA 91101 N/A PC SUPPORT FOR GENERAL OPERATIONS 60000 GEORGE MASON UNIVERSITY FOUNDATION 3351 NO FAIRFAX DRIVE 4TH FLOOR ARLINGTON VA 22201 N/A PC SUPPORT FOR GENERAL OPERATIONS 10000 HILLSIDES 940 AVENUE 64 PASADENA CA 91105 N/A PC SUPPORT FOR GENERAL OPERATIONS 5000 HUNTINGTON MEDICAL RESEARCH INSTITUTES 734 FAIRMONT AVE PASADENA CA 91105 N/A PC SUPPORT FOR GENERAL OPERATIONS 25000 INTERCOLLEGIATE STUDIES INSTITUTE INC 3901 CENTERVILLE ROAD WILMINGTON DE 198070431 N/A PC SUPPORT FOR GENERAL OPERATIONS 30000 LA CANADA BASEBALL SOFTBALL ASSOCIATION PO BOX 151 LA CANADA CA 91012 N/A PC SUPPORT FOR GENERAL OPERATIONS 40000 LA CANADA FLINTRIDGE EDUCATION FOUNDATION 4490 CORNISHON AVENUE RM 211 LA CANADA FLINTRIDGE CA 91011 N/A PC SUPPORT FOR GENERAL OPERATIONS 35000 LA CANADA HIGH SCHOOL BOOSTERS 5313 MOUNTAIN MEADOW LA CANADA CA 91011 N/A PC SUPPORT FOR GENERAL OPERATIONS 50000 LA CANADA PRESBYTERIAN CHURCH 626 FOOTHILL BOULEVARD LA CANADA FLINTRIDGE CA 91011 N/A PC SUPPORT FOR GENERAL OPERATIONS 40000 LEAD WITH YOUR LIFE PO BOX 508 MONROVIA CA 91017 N/A PC SUPPORT FOR GENERAL OPERATIONS 10000 LEADERSHIP INSTITUTE 1101 NORTH HIGHLAND STREET ARLINGTON VA 22201 N/A PC SUPPORT FOR GENERAL OPERATIONS 20000 PACIFIC RESEARCH INST FOR PUBLIC POLICY 101 MONTGOMERY STREET SAN FRANCISCO CA 94104 N/A PC SUPPORT FOR GENERAL OPERATIONS 15000 PASADENA CITY COLLEGE FOUNDATION 1570 E COLORADO BLVD PASADENA CA 91106 N/A PC SUPPORT FOR GENERAL OPERATIONS 50000 PUGET SOUND STRATEGIC MINISTRIES 4611 53RD STREET EAST TACOMA WA 98443 N/A PC SUPPORT FOR GENERAL OPERATIONS 10000 RM PYLES BOYS CAMP 27211 HENRY MAYO DRIVE VALENCIA CA 91355 N/A PC SUPPORT FOR GENERAL OPERATIONS 25000 REASON FOUNDATION 3415 S SEPULVEDA BLVD SUITE 400 LOS ANGELES CA 90034 N/A PC SUPPORT FOR GENERAL OPERATIONS 20000 REASONS TO BELIEVE 818 S OAK PARK ROAD COVINA CA 91724 N/A PC SUPPORT FOR GENERAL OPERATIONS 5000 RUGBY LA PO BOX 50732 LOS ANGELES CA 90050 N/A PC SUPPORT FOR GENERAL OPERATIONS 5000 SAN GABRIEL HABITAT FOR HUMANITY 400 S IRWINDALE AVENUE AZUSA CA 91702 N/A PC SUPPORT FOR GENERAL OPERATIONS 5000 THE GOODEN CENTER 191 N EL MOLINO AVE PASADENA CA 91103 N/A PC SUPPORT FOR GENERAL OPERATIONS 5000 THE LUNCH BUCKET 27933 MARIPOSA STREET VALENCIA CA 91354 N/A PC SUPPORT FOR GENERAL OPERATIONS 5000 THE UCLA FOUNDATION - JW & IDA M JAMESON FUND PO BOX 951476 LOS ANGELES CA 90095 N/A PC SUPPORT FOR GENERAL OPERATIONS 25000 UNION STATION HOMELESS SERVICES 825 EAST ORANGE GROVE BLVD PASADENA CA 91104 N/A PC SUPPORT FOR GENERAL OPERATIONS 25000 VETERANS FOR AMERICA BUSINESS DEV 4247 ENCINAS DR LA CANADA CA 91011 N/A PC SUPPORT FOR GENERAL OPERATIONS 10000 VILLA ESPERANZA SERVICES 2116 EAST VILLA STREET PASADENA CA 91107 N/A PC SUPPORT FOR GENERAL OPERATIONS 25000 VILLAGE CHRISTIAN SCHOOLS 8930 VILLAGE AVENUE SUN VALLEY CA 91352 N/A PC SUPPORT FOR GENERAL OPERATIONS 5000 WESTERN CHRISTIAN SCHOOLS 3105 PADUA AVENUE CLAREMONT CA 91711 N/A PC SUPPORT FOR GENERAL OPERATIONS 5000 YOUNG LIFE 254 N LAKE AVENUE SUITE 155 PASADENA CA 91101 N/A PC SUPPORT FOR GENERAL OPERATIONS 40000 750000 0 14 420682 18 848989 0 1269671 0 1269671 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 31255 15628 4688 CORPORATE BONDS 3962367 1711819 CORPORATE STOCKS 7352659 11516717 0 0 803961 782734 MUTUAL FUNDS AT COST 240981 2277376 OFFICE EQUIPMENT 409 409 0 PHOTOCOPIER 1480 1480 0 LAND - SAN BERNARDINO COUNTY, CA. 1067 0 1067 MINERAL RIGHTS, KERN COUNTY, CA. 1582 0 1582 EXCISE TAX RECEIVABLE 800 800 INSURANCE 1690 423 0 TELEPHONE 454 114 114 OFFICE EXPENSE 901 226 0 BANK CHARGES 530 133 0 FILING FEES 225 0 0 PAYROLL TAXES PAYABLE 509 520 EXCISE TAX PAYABLE 8190 0 MARGIN LOAN 0 18836 CONSULTING FEES 50714 50714 0 PAYROLL TAXES 1775 888 444 EXCISE TAX 15200 0 0