2025-11-17T15:52:20-05:00 2024-12-31 943194056 THE HENRY LEVY GROUP 1726 SOLANO AVENUE BERKELEY CA 94707 990PF 2024-01-01 943269919 JASON FAMILY FOUNDATION JASO 9492552710 PO BOX 53695 IRVINE CA 92619 ELIZABETH JASON ADAMS VICE PRESIDENT 9492552710 2025-11-17 true ANTHONY BARR P01587834 5106521000 2025-11-17 2024 2025-03-06 01:10:19Z X 1950833 X X 8616 8616 8616 19468 19468 19468 245090 486335 711 4737 4737 277911 28795 32821 16500 16500 10648 10648 383 383 52 52 27583 27583 0 78350 78350 105933 27583 78350 171978 1212 32821 1456 13707 13707 27576 21194 21194 1200281 1368092 1915932 1229313 1402993 1950833 0 X 1229313 1402993 1229313 1402993 1229313 1402993 1229313 171978 1702 1402993 1402993 711 17 17 17 17 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 1860681 36860 0 1897541 1897541 28463 1869078 93454 93454 17 17 93437 93437 93437 78350 78350 93437 78314 2020 1816 78350 78314 36 1816 1816 93401 X VISTA CENTER FOR THE BLIND PO BOX 61030 PALO ALTO CA 94306 PC OPERATIONS 500 UC DAVIS VETERINARY MEDICAL TEACHIN PO BOX 1167 DAVIS CA 95617 PC EDUCATION 1000 THE ST FRANCIS CENTER 151 BUCKINGHAM AVE REDWOOD CITY CA 94063 PC OPERATIONS 500 STANFORD HEALTH CARE PO BOX 339 SAN FRANCISCO CA 94139 PC OPERATIONS 5000 SAN FRANCISCO MUSEUM OF MODERN ART 151 THIRD STREET SAN FRANCISCO CA 94103 PC EDUCATION 1000 MORGRIDGE COLLEGE OF EDUCATION PO BOX 584 DENVER CO 80291 PC EDUCATION 1000 MENDOCINO COAST BOTANICAL GARDENS 18220 N HIGHWAY 1 FORT BRAGG CA 95437 PC OPERATIONS 150 LUCILLE PACKARD FOUNDATION FOR CHILDREN'S HEALTH 400 HAMILTON AVENUE SUITE 340 PALO ALTO CA 94301 PC EDUCATION 2000 JUVENILE DIABETES FOUNDATION 1391 WARNER AVE SUITE D TUSTIN CA 92780 PC OPERATIONS 1000 INSTITUTE FOR SHIPBOARD EDUCATION PO BOX 842945 DALLAS TX 75284 PC EDUCATION 1000 CUSTOM COLLABORATIVE 118 E 124TH STREET UNIT 1416 NEW YORK NY 10035 PC OPERATIONS 1000 AMERICAN DIABETES ASSOCIATION PO BOX 7023 MERRIFIELD VA 22116 PC OPERATIONS 2000 ANDERSON COLLECTION AT STANFORD UNI 314 LOMITA DRIVE STANFORD CA 94305 PC EDUCATION 500 ARCS FOUNDATION INC PO BOX 29405 SAN FRANCISCO CA 94129 PC EDUCATION 3000 BAY AREA LYME FOUNDATION 884 PORTOLA RD SUITE A7 PORTOLA VALLEY CA 94028 PC MEDICAL 1000 BERKELEY TENNIS CLUB FOUNDATION 1 TUNNEL ROAD BERKELEY CA 94705 PC ATHLETIC 2500 CAL POLY DAIRY SCIENCE DEPARTMENT 1 GRAND AVENUE SAN LUIS OBISPO CA 93401 PC EDUCATION 2000 CENTER FOR LARGE LANDSCAPE CONSERVA PO BOX 1587 BOZEMAN MT 59771 PC CONSERVATION 500 CHILD & FAMILY INSTITUTE 330 RAVENSWOOD AVENUE MENLO PARK CA 94025 PC EDUCATION 1000 CLL SOCIETY INC PO BOX 3197 OLATHE KS 66063 PC MEDICAL 1000 COLD SPRING SCHOOL FOUNDATION 2243 SYCAMORE CANYON ROAD SANTA BARBARA CA 93108 PC EDUCATION 1000 CRAGMONT ELEMENTARY 830 REGAL ROAD BERKELEY CA 94708 PC EDUCATION 500 DESERT COMMUNITY FOUNDATION 75-105 MERLE STREET SUIT PALM DESERT CA 92211 PC SCHOLARSHIPS 7500 DUNN SCHOOL 2555 WEST HIGHWAY 154 PO LOS OLIVOS CA 93441 PC EDUCATION 2000 FINE ARTS MUSEUM OF SAN FRANCISCO 50 HAGIWARA TEA GARDEN DR SAN FRANCISCO CA 94118 PC EDUCATION 1200 FIT KIDS 2682 MIDDLEFIELD ROAD UN REDWOOOD CITY CA 94063 PC ATHLETIC 500 FOREST UNLIMITED PO BOX 195 CAZADERO CA 95461 PC CONSERVATION 500 GLOBAL AIDS INTERFAITH ALLIANCE 2171 FRANCISCO BLVD EAST SAN RAFAEL CA 94901 PC MEDICAL 500 HIGHER GROUND PO BOX 6791 KETCHUM ID 83340 PC EDUCATION 1500 INSTITUTE FOR NEURODEGENERATIVE DIS 675 NELSON RISING LANE R SAN FRANCISCO CA 94158 PC MEDICAL 500 MENLO PARK ATHERTON EDUCATION FOUND PO BOX 584 MENLO PARK CA 94026 PC EDUCATION 2500 MOVING MEDICINE FORWARD DR KLAPER 219 WEST ELM STREET GRAHAM NC 27253 PC MEDICAL 1250 MY NEW RED SHOES 330 TWIN DOLPHIN DRIVE S REDWOOD CITY CA 94063 PC HOMELESS ASSISTANCE 2500 OAKLAND ZOO PO BOX 5328 OAKLAND CA 94605 PC PRESERVATION 1000 OCCIDENTAL COLLEGE 1600 CAMPUS DRIVE LOS ANGELES CA 90041 PC EDUCATION 1000 PIEDMONT BEAUTIFICATION FOUNDATION 120 VISTA AVE PIEDMONT CA 94611 PC CONSERVATION 500 PIEDMONT POLICE OFFICERS ASSOCIATIO PO BOX 11450 OAKLAND CA 94611 PC OPERATIONS 500 POLO TRAINING FOUNDATION 70 CLINTON STREET TULLY NY 13159 PC ATHLETIC 3000 PROSPECT SIERRA SCHOOL 960 AVIS DRIVE EL CERRITO CA 94530 PC EDUCATION 3500 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 500 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 SING FOR AMERICA FOUNDATION 63 BUENA VISTA AVE E STE SAN FRANCISCO CA 94117 PC OPERATIONS 1250 ST PHILIP THE APOSTLE PO BOX 339 OCCIDENTAL CA 95465 PC RELIGIOUS 1000 STEPHENS COLLEGE 1200 E BROADWAY COLUMBIA MO 65215 PC EDUCATION 2000 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 4000 UCSF FOUNDATION PO BOX 45339 SAN FRANCISCO CA 94145 PC EDUCATION 1000 YOUTH ON COURSE 3200 LOPEZ ROAD PEBBLE BEACH CA 93953 PC EDUCATION 500 YOUTH TENNIS ADVANTAGE 1717 POWELL STREET SUITE SAN FRANCISCO CA 94133 PC ATHLETIC 500 78350 14 8616 14 19468 14 711 244379 OTHER INCOME 14 4032 REFUND 14 553 JP MORGAN X2459-NON DIV 14 29 JP MORGAN X2460-NON DIV 14 64 PERSHING LLC X3188-NON DIV 14 59 33532 244379 277911 false false false false false false false false false false ACCOUNTING FEES 16500 16500 PERSHING LLC PURCHASE 24415 24727 -312 PERSHING LLC PURCHASE 34000 33777 223 JP MORGAN X2640 PURCHASE 13607 14227 -620 JP MORGAN X2640 PURCHASE 383670 138175 245495 BAT CAP CORP PURCHASE 16000 16000 JP MORGAN CHASE PURCHASE 13932 14339 -407 FIRST REPUBLIC X3188 BROKERAGE 1368092 1915932 EXPENSES POSTAGE & DELIVERY 20 20 BANK FEES 7 7 LICENSE AND PERMITS 25 25 OTHER INCOME 4032 4032 REFUND 553 553 JP MORGAN X2459-NON DIV 29 29 JP MORGAN X2460-NON DIV 64 64 PERSHING LLC X3188-NON DIV 59 59 PRIOR YEAR ADJUSTMENT 1702 INVESTMENT ADVISORY FEES 10648 10648 FOREIGN TAX EXPENSE 283 283 STATE TAXES 100 100