Nonprofit · EIN 95-6031465
J W AND IDA M JAMESON FOUNDATION
Tax-exempt · PASADENA, CA 91101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $1,890,114 | $1,090,859 | $799,255 | $13,795,429 | $17,937 | $13,777,492 |
| June 30, 2025 | 990-PF | $793,766 | $1,069,244 | -$275,478 | $12,978,762 | $525 | $12,978,237 |
| June 30, 2024 | 990-PF | $1,269,671 | $1,076,446 | $193,225 | $13,273,071 | $19,356 | $13,253,715 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $502,850
- Net gain from sales of assets
- $1,387,264
Expenses
- Grants and similar amounts paid
- $745,000
- Compensation of officers, directors and key employees
- $192,000
- Salaries, compensation and benefits (total)
- $21,600
- Disbursements for charitable purposes
- $807,228
- Excise tax on investment income
- $23,700
Balance sheet and other
- Total assets, start of year
- $12,978,762
- Total assets, end of year
- $13,795,429
- Total liabilities, end of year
- $17,937
- Net assets, end of year
- $13,777,492
- Fair market value of assets
- $17,210,411
- Qualifying distributions
- $807,228
- Net investment income
- $1,890,114
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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BILL B BETZ PO BOX 5010, PASADENA, CA 91117 | SECRETARY/TREASURER | 15 | $64,000 |
| JAMEN WURM PO BOX 5010, PASADENA, CA 91117 | PRESIDENT | 10 | $64,000 |
| KRISTIN CREIGHTON PO BOX 5010, PASADENA, CA 91117 | VICE PRESIDENT | 10 | $64,000 |
990-PF for the year ended June 30, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BILL B BETZ PO BOX 5010, PASADENA, CA 91117 | SECRETARY/TREASURER | 15 | $64,000 |
| JAMEN WURM PO BOX 5010, PASADENA, CA 91117 | PRESIDENT | 10 | $64,000 |
| KRISTIN CREIGHTON PO BOX 5010, PASADENA, CA 91117 | VICE PRESIDENT | 10 | $64,000 |
990-PF for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BILL B BETZ PO BOX 5010, PASADENA, CA 91117 | SECRETARY/TREASURER | 15 | $64,000 |
| JAMEN WURM PO BOX 5010, PASADENA, CA 91117 | PRESIDENT | 10 | $64,000 |
| KRISTIN CREIGHTON PO BOX 5010, PASADENA, CA 91117 | VICE PRESIDENT | 10 | $32,000 |
| FRED L LEYDORF PO BOX 5010, PASADENA, CA 91117 | DIRECTOR (PART-YEAR) | 5 | $32,000 |
Address and contacts
- Address (IRS master file)
- 251 S LAKE AVE STE 730, PASADENA, CA 91101-3064
- In care of
- %
- Signed the 990-PF
- JAMEN WURM, PRESIDENT
- Phone
- (626) 578-1530
- Return prepared by
- GOEHNER ACCOUNTANCY CORPORATION
California records
California keeps its own records of charities and corporations. Search them by EIN 95-6031465 or by the name J W AND IDA M JAMESON 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 95-6031465
- 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
- 1957
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $13,795,429
- Income (IRS master file)
- $5,794,462
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $1,890,114 | $1,090,859 | $13,795,429 | XML |
| 990-PF | June 2025 | $793,766 | $1,069,244 | $12,978,762 | XML |
| 990-PF | June 2024 | $1,269,671 | $1,076,446 | $13,273,071 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 95-6031465).
Questions about J W AND IDA M JAMESON FOUNDATION
- What is the EIN of J W AND IDA M JAMESON FOUNDATION?
- The employer identification number (EIN) of J W AND IDA M JAMESON FOUNDATION is 95-6031465.
- Is J W AND IDA M JAMESON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1957.
- Are donations to J W AND IDA M JAMESON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does J W AND IDA M JAMESON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of J W AND IDA M JAMESON FOUNDATION due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did J W AND IDA M JAMESON FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of J W AND IDA M JAMESON FOUNDATION?
- The 990-PF for the year ended June 30, 2026 lists 3 people; 3 received compensation from the organization, the highest $64,000 (BILL B BETZ, SECRETARY/TREASURER).
- How much revenue does J W AND IDA M JAMESON FOUNDATION have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $1,890,114, expenses of $1,090,859 and total assets of $13,795,429 at year end.
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