Civic Intelligence

Jameson Research Foundation

990PF • Fiscal year 2018 • EIN 95-6103075

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

Organization Profile
PO Box 80368San Marino, CA 91118

(626) 765-4070

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

21st percentile

-15%

Higher net margin than 21% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

43rd percentile

-1.5%

Faster asset growth than 43% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

12th percentile

-41%

Faster revenue growth than 12% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$137,657

Down $2,065 (-1.5%) from 2017

Net Assets

Down

$137,657

Down $2,065 (-1.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin21st percentile

Revenue

Down

$13,997

Down $9,807 (-41%) from 2017

Expenses

Down

$16,062

Down $859 (-5.1%) from 2017

Net Income

Down

-$2,065

Down $8,948 (-130%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2011: $135,143Liabilities 2011: $02011Assets 2012: $141,436Liabilities 2012: $02012Assets 2013: $137,408Liabilities 2013: $02013Assets 2014: $135,168Liabilities 2014: $02014Assets 2015: $131,594Liabilities 2015: $0Net Assets 2015: $131,5942015Assets 2016: $132,839Liabilities 2016: $0Net Assets 2016: $132,8392016Assets 2017: $139,722Liabilities 2017: $0Net Assets 2017: $139,7222017Assets 2018: $137,657Liabilities 2018: $0Net Assets 2018: $137,6572018Assets 2019: $135,962Liabilities 2019: $1Net Assets 2019: $135,9612019Assets 2020: $136,739Liabilities 2020: $0Net Assets 2020: $136,7392020Assets 2021: $141,179Liabilities 2021: $0Net Assets 2021: $141,1792021Assets 2022: $132,707Liabilities 2022: $0Net Assets 2022: $132,7072022Assets 2023: $136,378Liabilities 2023: $0Net Assets 2023: $136,3782023Assets 2024: $126,376Liabilities 2024: $0Net Assets 2024: $126,3762024

Highlighted filing

2018

Assets$137,657
Liabilities$0
Net Assets$137,657
Open 2018 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30K$20K$10K$0-$10K-$20KRevenue 2011: $7,561Expenses 2011: $11,481Net Income 2011: -$3,9202011Revenue 2012: $4,859Expenses 2012: $10,626Net Income 2012: -$5,7672012Revenue 2013: $7,574Expenses 2013: $11,602Net Income 2013: -$4,0282013Revenue 2014: $10,994Expenses 2014: $13,234Net Income 2014: -$2,2402014Revenue 2015: $9,691Expenses 2015: $13,265Net Income 2015: -$3,5742015Revenue 2016: $18,062Expenses 2016: $16,817Net Income 2016: $1,2452016Revenue 2017: $23,804Expenses 2017: $16,921Net Income 2017: $6,8832017Revenue 2018: $13,997Expenses 2018: $16,062Net Income 2018: -$2,0652018Revenue 2019: $14,548Expenses 2019: $16,244Net Income 2019: -$1,6962019Revenue 2020: $19,067Expenses 2020: $18,289Net Income 2020: $7782020Revenue 2021: $15,294Expenses 2021: $10,854Net Income 2021: $4,4402021Revenue 2022: $9,458Expenses 2022: $17,930Net Income 2022: -$8,4722022Revenue 2023: $9,799Expenses 2023: $6,128Net Income 2023: $3,6712023Revenue 2024: $15,614Expenses 2024: $25,616Net Income 2024: -$10,0022024

Highlighted filing

2018

Revenue$13,997
Expenses$16,062
Net Income-$2,065
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 10, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Frank W JamesonPresident-$0--
William S JamesonVice President-$0--
Ruth J PasqualettoTreasurer-$0--
Barbara S JamesonSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Jameson Research Foundation
EIN
95-6103075
Phone
6267654070
Address
PO Box 80368, San Marino, CA 91118

Signing Officer

Name
Frank W Jameson
Title
President
Signed
2019-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Phillips & Company CPAs
Address
909 E Green St, Pasadena, CA 91106-2996
Preparer
C Anthony Phillips CPA
Phone
6267966000
Raw XML Appendix329 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt01113
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Tax Preparation
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt08976
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt021
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt08997
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt08997
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01113
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt08997
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt014000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt014000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt08976
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt08976
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt08976
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-2065
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt021
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt021
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt021
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt08997
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0753
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0196
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt08997
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt014000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt016062
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt08997
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt013997
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02062
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2065
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0137657
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0139722
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0137657
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt014591
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt014591
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt014591
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt014771
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0180
IRS990PF/DistributableAmountGrp/TotalTaxAmt0180
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0180
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0180
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0180
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0180
IRS990PF/FMVAssetsEOYAmt0283328
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt012464
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt010400
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt010400
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0127257
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0127257
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0272928
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0139722
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0137657
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0139722
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0137657
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0283328
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0139722
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0137657
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0139722
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0137657
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0299925
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt010567
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0289358
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04499
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt014771
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0295426
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0299925
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Frank W Jameson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1William S Jameson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Ruth J Pasqualetto
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Barbara S Jameson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 80368
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO Box 80368
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO Box 80368
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO Box 80368
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0San Marino
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1San Marino
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2San Marino
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3San Marino
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd091118
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd191118
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd291118
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd391118
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt014885
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt014975
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt014912
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt014919
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt011403
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt011390
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt09930
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050386
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.05342
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05641
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04764
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04806
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04641
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt090
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0295426
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0279174
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0264479
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0239376
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0236989
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0213960
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt014000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.251932
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt014000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt014000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt014000
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02600 Mission Street
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0San Marino
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd091108
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Frank W Jameson
IRS990PF/StatementsRegardingActyGrp/PhoneNum06267954070
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Organized exclusively for charitable, religious, scientific, literary and educational purposes, including, for such purposes, the making of distributions to organizations that qualify as exempt organizations under Sec. 501(c)(3).
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0There are no formal application forms.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Frank W Jameson
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06267954070
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO Box 80368
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0San Marino
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd091118
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0There are no restrictions or limitations on awards.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5General
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2Hospital
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Bellarmine College Prep
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Polytechnic School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Huntington Hospital
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Mayfield Senior School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Texas Christian University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5US Adaptive Recreation Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0960 W Hedding Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11030 E California Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2100 West California Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3500 Bellefontaine Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42800 S University Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt543101 Goldmine Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0San Jose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Pasadena
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Pasadena
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Pasadena
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Fort Worth
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Big Bear Lake
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095126
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd191106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd291105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd391105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd476129
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd592315
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt014000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014591
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0591
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01129
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt015000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt011500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0591
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt038538
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01129
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt015000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt010909
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt038538
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt039129
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Frank W Jameson
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO Box 80368
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0San Marino
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd091118
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Advisor Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0753
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt188
TaxesSchedule/TaxesDetail/Amt278
TaxesSchedule/TaxesDetail/Amt320
TaxesSchedule/TaxesDetail/CategoryTxt0Franchise Tax Board
TaxesSchedule/TaxesDetail/CategoryTxt1IRS
TaxesSchedule/TaxesDetail/CategoryTxt2Other
TaxesSchedule/TaxesDetail/CategoryTxt3Secretary of State
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Frank W Jameson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jameson Research Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0956103075
ReturnHeader/Filer/PhoneNum06267654070
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 80368
ReturnHeader/Filer/USAddress/CityNm0San Marino
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091118
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953461096
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Phillips & Company CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0909 E Green St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pasadena
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0911062996
ReturnHeader/PreparerPersonGrp/PhoneNum06267966000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0C Anthony Phillips CPA
ReturnHeader/ReturnTs02019-05-10T14:41:52-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$137,657
Liabilities
$0
Net assets
$137,657
Revenue
$13,997
Expenses
$16,062
Net income
-$2,065
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.16$0.26$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.10$0.06$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.09$0.18$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.15$0.11$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.19$0.18$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.15$0.16$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.14$0.16$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.24$0.17$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.18$0.17$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.10$0.13$0.04
2014Summary only. Only limited summary data is available for this year.$1.35$0.00$0.11$0.13$0.02
2013Summary only. Only limited summary data is available for this year.$1.37$0.00$0.08$0.12$0.04
2012Summary only. Only limited summary data is available for this year.$1.41$0.00$0.05$0.11$0.06
2011Summary only. Only limited summary data is available for this year.$1.35$0.00$0.08$0.11$0.04