2023-11-15T21:18:12-06:00 2023-06-30 954835865 GOEHNER ACCOUNTANCY CORPORATION 251 S LAKE AVENUE SUITE 730 PASADENA CA 91101 990PF 2022-07-01 956031465 JW AND IDA M JAMESON FOUNDATION JWAN 6265781530 PO BOX 5010 PASADENA CA 91117 BILL B BETZ SECRETARY/TREASURER 6265781530 2023-11-10 1 BILL BETZ 999009999 1 KRISTIN CREIGHTON P00216922 6264496321 2023-11-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 17415417 X X 326944 326944 1609992 4031893 1609992 4479 4479 1941415 1941415 200000 100000 50000 21600 10800 5400 30170 15085 4526 47026 47026 0 42594 882 441 9416 2354 2354 8094 1973 941 358900 178120 63662 740000 740000 1098900 178120 803662 842515 1763295 758306 739265 739265 4397 3405 3405 2268782 1020950 969141 6252671 7168323 10898996 2666818 3893616 2186311 240981 240981 2615799 4538 1889 2649 2649 2500 23880 0 0 12218484 13069189 17415417 509 8699 509 8699 X 880213 880213 0 0 11337762 12180277 12217975 13060490 12218484 13069189 12217975 842515 0 13060490 0 13060490 US TREASURY NOTE P 2022-06-01 2023-02-28 750000 748184 1816 1816 BRISTOL-MYERS SQUIBB P 2014-02-15 2022-09-26 385796 292086 93710 93710 EXXON MOBIL CORP P 2001-07-19 2022-09-26 337691 113551 224140 224140 CHEVRON CORP P 2003-05-16 2022-12-01 528402 109251 419151 419151 GILEAD SCIENCES INC. P 2015-08-06 2022-12-01 176336 231898 -55562 -55562 SCHLUMBERGER LTD. P 2001-06-30 2023-02-16 208898 101224 107674 107674 US TREASURY NOTE P 2020-01-22 2023-02-28 500000 499648 352 352 AMERICAN EXPRESS CO. P 2020-05-15 2023-03-28 477236 234094 243142 243142 ALPHABET INC. P 2015-05-06 2023-06-02 272702 58101 214601 214601 MICROSOFT P 2003-10-06 2023-06-02 394832 33864 360968 360968 1609992 24510 0 24510 0 24510 16320 0 0 0 16320 0 8190 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 FRED L LEYDORF PO BOX 5010 PASADENA CA 91117 VICE PRESIDENT 10.00 64000 0 0 KRISTIN CREIGHTON PO BOX 5010 PASADENA CA 91117 DIRECTOR 10.00 8000 0 0 NONE 0 NONE 0 0 15199323 845171 2500 16046994 0 0 16046994 240705 15806289 790314 790314 24510 24510 765804 0 765804 0 765804 803662 0 803662 765804 0 0 140888 113435 188860 94512 537695 803662 0 0 0 765804 37858 0 0 575553 0 0 0 0 0 0 140888 434665 113435 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. 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 20000 BOYS AND GIRLS CLUBS OF THE LA HARBOR 1200 S CABRILLO AVE SAN PEDRO CA 90731 N/A PC SUPPORT FOR GENERAL OPERATIONS 15000 CATO INSTITUTE 1000 MASSACHUSETTS AVENUE WASHINGTON DC MD 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 DESERT CHRISTIAN SCHOOLS 44662 15TH STREET WEST LANCASTER CA 93534 N/A PC SUPPORT FOR GENERAL OPERATIONS 5000 DOOR OF HOPE 669 N LOS ROBLES AVENUE PASADENA CA 91101 N/A PC SUPPORT FOR GENERAL OPERATIONS 50000 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 20000 INTERCOLLEGIATE STUDIES INSTITUTE INC 3901 CENTERVILLE ROAD WILMINGTON DE 19807 N/A PC SUPPORT FOR GENERAL OPERATIONS 20000 LA CANADA BASEBALL SOFTBALL ASSOCIATION PO BOX 151 LA CANADA CA 91012 N/A PC SUPPORT FOR GENERAL OPERATIONS 50000 LA CANADA FLINTRIDGE EDUCATION FOUNDATION 4490 CORNISHON AVENUE RM 211 LA CANADA FLINTRIDGE CA 91011 N/A PC SUPPORT FOR GENERAL OPERATIONS 30000 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 50000 LEADERSHIP INSTITUTE 1101 NORTH HIGHLAND STREET ARLINGTON VA 22201 N/A PC SUPPORT FOR GENERAL OPERATIONS 15000 PACIFIC RESEARCH INST FOR PUBLIC POLICY 101 MONTGOMERY STREET SAN FRANCISCO CA 94104 N/A PC SUPPORT FOR GENERAL OPERATIONS 10000 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 10000 REASONS TO BELIEVE 818 S OAK PARK ROAD COVINA CA 91724 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 FUND OF AMERICAN STUDIES 1706 NEW HAMPSHIRE AVENUE NW WASHINGTON DC MD 20009 N/A PC SUPPORT FOR GENERAL OPERATIONS 25000 THE GOODEN CENTER 191 N EL MOLINO AVE PASADENA CA 91103 N/A PC SUPPORT FOR GENERAL OPERATIONS 5000 THE INDEPENDENT INSTITUTE 100 SWAN WAY OAKLAND CA 94621 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 20000 UNIVERSITY OF MICHIGAN 701 TAPPAN STREET 3700 WYLY HALL ANN ARBOR MI 48109 N/A PC SUPPORT FOR GENERAL OPERATIONS 50000 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 20000 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 HILLSDALE 940 AVENUE 64 PASADENA CA 91105 N/A PC SUPPORT FOR GENERAL OPERATIONS 20000 LEAD WITH YOUR LIFE PO BOX 508 MONROVIA CA 91017 N/A PC SUPPORT FOR GENERAL OPERATIONS 10000 PASADENA CITY COLLEGE FOUNDATION 1570 E COLORADO BLVD PASADENA CA 91106 N/A PC SUPPORT FOR GENERAL OPERATIONS 50000 RUGBY LA PO BOX 50732 LOS ANGELES CA 90050 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 20000 740000 0 14 326944 15 4479 18 1609992 0 1941415 0 1941415 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 30170 15085 4526 CORPORATE BONDS 3893616 2186311 CORPORATE STOCKS 7168323 10898996 0 0 1020950 969141 MUTUAL FUNDS AT COST 240981 2615799 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 23880 0 0 INSURANCE 1653 413 0 TELEPHONE 3765 941 941 DUES AND SUBSCRIPTIONS 913 228 0 OFFICE EXPENSE 1142 286 0 BANK CHARGES 421 105 0 FILING FEES 200 0 0 ROYALTY INCOME 4479 4479 4479 PAYROLL TAXES PAYABLE 509 509 EXCISE TAX PAYABLE 0 8190 CONSULTING FEES 47026 47026 0 PAYROLL TAXES 1764 882 441 EXCISE TAX 40830 0 0