2024-09-11T20:27:34-04:00 2023-12-31 943194056 THE HENRY LEVY GROUP 1726 SOLANO AVENUE BERKELEY CA 94707 990PF 2023-01-01 943269919 JASON FAMILY FOUNDATION JASO 9492552710 PO BOX 53695 IRVINE CA 92619 ELIZABETH JASON ADAMS VICE PRESIDENT 9492552710 2024-08-20 true ANTHONY BARR P01587834 5106521000 2024-08-14 2023 2024-08-08 14:25:15Z X 1714296 X X 7594 7594 7594 22627 22627 22627 394477 1095753 531 280 280 424978 30752 30501 16500 16500 16251 16251 1349 1349 21 21 34121 34121 0 87550 87550 121671 34121 87550 303307 0 30501 12645 1456 1456 6844 27576 27576 906517 1200281 1685264 926006 1229313 1714296 0 X 926006 1229313 926006 1229313 926006 1229313 926006 303307 1229313 1229313 531 0 false false false false false false false true true CA true false false false false true N/A KAREN GOLDSTONE 4155436900 PO BOX 53695 IRVINE CA 92619 false false false false false false false true 2021 true false false false false false false false false false false false false ELIZABETH JASON ADAMS PO BOX 53695 IRVINE CA 92619 VICE PRESIDE 000.00 0 0 0 MARIANNE JASON WALTERS 23 FAIRVIEW AVE ATHERTON CA 94027 TREASURER 000.00 0 0 0 WILLIAM G JASON 220 CORTE MADERA RD PORTOLA VALLEY CA 94028 VP/SECRETARY 000.00 0 0 0 MADELYN JASON COBB 345 AMBAR WAY MENLO PARK CA 94025 VICE PRESIDE 000.00 0 0 0 NONE NONE N/A 1572386 95210 0 1667596 1667596 25014 1642582 82129 82129 82129 82129 82129 87550 87550 82129 83735 2021 1816 87550 83735 3815 1816 1816 78314 X ALAMEDA COUNTY COMMUNITY FOOD BANK PO BOX 2599 OAKLAND CA 94614 PC OPERATIONS 1000 ANDERSON COLLECTION AT STANFORD UNI 314 LOMITA DRIVE STANFORD CA 94305 PC EDUCATION 1000 ARCS FOUNDATION INC PO BOX 29405 SAN FRANCISCO CA 94129 PC EDUCATION 3100 BAY AREA LYME FOUNDATION 884 PORTOLA RD SUITE A7 PORTOLA VALLEY CA 94028 PC MEDICAL 500 BERKELEY ART MUSEUM & PACIFIC FILM 2155 CENTER STREET BERKELEY CA 94704 PC EDUCATION 1000 BERKELEY TENNIS CLUB FOUNDATION 1 TUNNEL ROAD BERKELEY CA 94705 PC ATHLETIC 2000 CAL POLY DAIRY SCIENCE DEPARTMENT 1 GRAND AVENUE SAN LUIS OBISPO CA 93401 PC EDUCATION 1000 CENTER FOR LARGE LANDSCAPE CONSERVA PO BOX 1587 BOZEMAN MT 59771 PC CONSERVATION 500 CENTRAL COAST POLO CLUB 2320 CLARK VALLEY ROAD LOS OSOS CA 93402 PC ATHLETIC 1000 CHILD & FAMILY INSTITUTE 330 RAVENSWOOD AVENUE MENLO PARK CA 94025 PC EDUCATION 1000 CLL SOCIETY INC PO BOX 3197 OLATHE KS 66063 PC MEDICAL 7000 COLD SPRING SCHOOL FOUNDATION 2243 SYCAMORE CANYON ROAD SANTA BARBARA CA 93108 PC EDUCATION 1000 DEKAURY RESTORATION CORP 2249 EDGEWATER DR GREENWOOD CA 95635 PC OPERATIONS 2000 DESERT COMMUNITY FOUNDATION 75-105 MERLE STREET SUIT PALM DESERT CA 92211 PC SCHOLARSHIPS 7000 DUNN SCHOOL 2555 WEST HIGHWAY 154 PO LOS OLIVOS CA 93441 PC EDUCATION 2000 EPATT PO BOX 60597 PALO ALTO CA 94118 PC EDUCATION 1000 FILOLI CENTER 86 CANADA ROAD WOODSIDE CA 94062 PC PRESERVATION 500 FINE ARTS MUSEUM OF SAN FRANCISCO 50 HAGIWARA TEA GARDEN DR SAN FRANCISCO CA 94118 PC EDUCATION 1500 FIT KIDS 2682 MIDDLEFIELD ROAD UN REDWOOOD CITY CA 94063 PC ATHLETIC 500 FOREST UNLIMITED PO BOX 195 CAZADERO CA 95461 PC CONSERVATION 250 GLOBAL AIDS INTERFAITH ALLIANCE 2171 FRANCISCO BLVD EAST SAN RAFAEL CA 94901 PC MEDICAL 500 GPL INC 255 PROFESSIONAL WAY WELLINGTON FL 33414 PC OPERATIONS 1500 HIGHER GROUND PO BOX 6791 KETCHUM ID 83340 PC EDUCATION 1000 INSTITUTE FOR NEURODEGENERATIVE DIS 675 NELSON RISING LANE R SAN FRANCISCO CA 94158 PC MEDICAL 1000 LONG BEACH COMMUNITY TABLE 3166 OSTROM AVENUE LONG BEACH CA 90808 PC OPERATIONS 1000 MEMORIAL MEDICAL CENTER FOUNDATION 2801 ATLANTIC AVE LONG BEACH CA 90806 PC MEDICAL 2500 MENLO PARK ATHERTON EDUCATION FOUND PO BOX 584 MENLO PARK CA 94026 PC EDUCATION 4500 MOVING MEDICINE FORWARD DR KLAPER 219 WEST ELM STREET GRAHAM NC 27253 PC MEDICAL 1000 MY NEW RED SHOES 330 TWIN DOLPHIN DRIVE S REDWOOD CITY CA 94063 PC HOMELESS ASSISTANCE 5000 OAKLAND ZOO PO BOX 5328 OAKLAND CA 94605 PC PRESERVATION 2000 OCCIDENTAL COLLEGE 1600 CAMPUS DRIVE LOS ANGELES CA 90041 PC EDUCATION 1000 ORANGE COUNTY COMMUNITY FOUNDATION 19200 VON KARMAN AVE IRVINE CA 92612 PC EDUCATION 250 PIEDMONT BEAUTIFICATION FOUNDATION 120 VISTA AVE PIEDMONT CA 94611 PC CONSERVATION 500 PIEDMONT HISTORICAL SOCIETY 358 HILLSIDE AVENUE PIEDMONT CA 94611 PC EDUCATION 100 PIEDMONT POLICE OFFICERS ASSOCIATIO PO BOX 11450 OAKLAND CA 94611 PC OPERATIONS 500 PLANNED PARENTHOOD 1691 THE ALAMEDA SAN JOSE CA 95126 PC EDUCATION 500 POLO TRAINING FOUNDATION 70 CLINTON STREET TULLY NY 13159 PC ATHLETIC 4000 PROSPECT SIERRA SCHOOL 960 AVIS DRIVE EL CERRITO CA 94530 PC EDUCATION 2000 RELIGIOUS OF THE SACRED HEART OAKWO 140 VALPARAISO AVENUE ATHERTON CA 94027 PC RELIGIOUS 2000 RESOURCE RENEWAL INSTITUTE 187 E BLITHEDALE AVENUE MILL VALLEY CA 94941 PC MEDICAL 1000 SACRED HEART SCHOOLS ATHERTON 150 VALPARAISO AVENUE ATHERTON CA 94027 PC EDUCATION 2000 SALVATION ARMY 2794 GARDEN STREET OAKLAND CA 94601 PC OPERATIONS 250 SAN MATEO HISTORICAL ASSOCIATION 2200 BROADWAY REDWOOD CITY CA 94063 PC EDUCATION 500 SECOND HARVEST OF SILICON VALLEY 750 CURTNER AVENUE SAN JOSE CA 95125 PC OPERATIONS 500 SEMESTER AT SEA 2243 CENTRE AVE SUITE 3 FORT COLLINS CO 80526 PC EDUCATION 1000 SING FOR AMERICA FOUNDATION 63 BUENA VISTA AVE E STE SAN FRANCISCO CA 94117 PC OPERATIONS 2000 SONOMA COUNTY PARKS FOUNDATION 2300 COUNTY CENTER DR SANTA ROSA CA 95403 PC PRESERVATION 1000 SQUARE PEG FOUNDATION PMB X402 80 CABRILLO HWY HALF MOON BAY CA 94019 PC EDUCATION 500 ST JUDE CHILDREN'S RESEARCH HOSPIT 501 ST JUDE PLACE MEMPHIS TN 38105 PC MEDICAL 500 ST PHILIP THE APOSTLE PO BOX 339 OCCIDENTAL CA 95465 PC RELIGIOUS 500 STANFORD UNIVERSITY 485 E BROADWAY U465 REDWOOD CITY CA 94603 PC EDUCATION 1000 STEP ONE 499 SPRUCE STREET BERKELEY CA 94708 PC OPERATIONS 1000 STEPHENS COLLEGE 1200 E BROADWAY COLUMBIA MO 65215 PC EDUCATION 2000 THE AGGIE POLO CLUB AT UC DAVIS 1 SHIELDS AVE 232 ARC DAVIS CA 95616 PC ATHLETIC 500 THE ARETE FUND 1030 CAMBRIDGE AVENUE MENLO PARK CA 94025 PC OPERATIONS 1000 THE DAWN REDWOODS CHARITABLE TRUST 1 BLACKFIELD DRIVE SUITE TIBURON CA 94920 PC CHARITABLE 2000 THE INDEPENDENT INSTITUTE 100 SWAN WAY OAKLAND CA 94621 PC EDUCATION 500 THE LEUKEMIA & LYMPHOMA SOCIETY 3 INTERNATIONAL DR SUITE RYE BROOK NY 10573 PC MEDICAL 1500 UC REGENTS 101 ZELLERBACH HALL 4800 BERKELEY CA 94720 PC EDUCATION 500 UCSF FOUNDATION PO BOX 45339 SAN FRANCISCO CA 94145 PC EDUCATION 1000 YOUTH ON COURSE 3200 LOPEZ ROAD PEBBLE BEACH CA 93953 PC EDUCATION 1000 YOUTH TENNIS ADVANTAGE 1717 POWELL STREET SUITE SAN FRANCISCO CA 94133 PC ATHLETIC 100 87550 14 7594 14 22627 14 531 393946 OTHER INCOME 14 256 FIRST REPUBLIC X3188 NONDIV 14 24 31032 393946 424978 false false false false false false false false false false ACCOUNTING FEES 16500 16500 JPMORGAN X3188 PURCHASE 65526 69326 -3800 JPMORGAN X3188 PURCHASE 710488 418678 291810 JPMORGAN X3188 PURCHASE 155059 49156 105903 JPMORGAN X3188 PURCHASE 164149 164116 33 FIRST REPUBLIC X3188 BROKERAGE 1200281 1685264 EXPENSES POSTAGE & DELIVERY 21 21 OTHER INCOME 256 256 FIRST REPUBLIC X3188 NONDIV 24 24 INVESTMENT ADVISORY FEES 16251 16251 FOREIGN TAX EXPENSE 231 231 STATE TAXES 25 25 FEDERAL TAX-PY 1093 1093