LEMMON FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LEMMON FOUNDATION (EIN 95-4643623)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-15
- IRS object ID
- 202401369349105370
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T15:30:27-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371420474 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fontanello Duffield & Otake LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 Montgomery Street Suite 1305 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954643623 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Lemmon Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEMM | BusinessNameControlTxt |
| Phone | 3108047624 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 Montgomery Street 1305 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Courtney N Lemmon | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Courtney N | PersonFirstNm |
| Person Last | Lemmon | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Antonio Tellez Jr | PreparerPersonNm |
| PTIN | P01716904 | PTIN |
| Phone | 4159830200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,675,381 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $35,567 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,567 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $448 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $282,581 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $448 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $36,015 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,015 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $57,771 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $57,771 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,677 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,677 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,029 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,029 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,244 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,244 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,207 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,192 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $72,328 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,288 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $63,040 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $98,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $98,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $170,728 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,288 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $161,440 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$134,713 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,727 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,891 | CashBOYAmt |
| Cash EOY | $22,411 | CashEOYAmt |
| Cash EOYFMV | $22,411 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $19,935 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,534 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,534 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $165,503 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $165,549 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $165,549 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,184,638 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,251,631 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,251,631 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $71,617 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $72,622 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $72,622 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $150,627 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $146,634 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $146,634 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,629,211 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,675,381 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,675,381 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $664 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $796 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $664 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $796 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,628,547 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,674,585 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,628,547 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,674,585 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,629,211 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,675,381 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,628,547 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$134,713 | ExcessRevenueOverExpensesAmt |
| Other Increases | $180,751 | OtherIncreasesAmt |
| Subtotal | $1,674,585 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,674,585 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Sales of Publicly Traded Securities | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2012-12-12 | AcquiredDt |
| Sold | 2023-12-12 | SoldDt |
| Gross Sales Price | $282,581 | GrossSalesPriceAmt |
| Cost Or Other Basis | $282,133 | CostOrOtherBasisAmt |
| Gain Or Loss | $448 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $448 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $448 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $372 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $372 | SubtotalAmt |
| Tax Based On Investment Income | $372 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,228 | OverpaymentAmt |
| Applied To ES Tax | $1,228 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Courtney N Lemmon | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3108047624 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 Montgomery St Suite 1305 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| Courtney N Lemmon | |||||||
| 44 Montgomery St Suite 1305 | San Francisco | CA | 94104 | President | 20.00 | $29,000 | $28,771 |
| John McCrea | |||||||
| 44 Montgomery St Suite 1305 | San Francisco | CA | 94104 | Trustee | 0.20 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,588,875 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,277 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,654,152 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,654,152 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,812 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,629,340 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $81,467 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $81,467 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $372 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $372 | TotalTaxAmt |
| Distributable Before Adj | $81,095 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $81,095 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $81,095 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $161,440 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $161,440 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $81,095 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $6,920 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $50,771 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $42,944 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $37,773 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $25,397 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $163,805 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $161,440 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $81,095 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $80,345 | RemainingDistriFromCorpusAmt |
| Total Corpus | $244,150 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $6,920 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $237,230 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $50,771 | ExcessFromYear4Amt |
| Excess From Year3 | $42,944 | ExcessFromYear3Amt |
| Excess From Year2 | $37,773 | ExcessFromYear2Amt |
| Excess From Year1 | $25,397 | ExcessFromYear1Amt |
| Excess From Current Year | $80,345 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Dream Catcher Farm Horse Sanctuary | |||||||
| PO Box 9 | Ravendale | CA | 96123 | N/A | PC | Feed/program expenses | $400 |
| Animal Protection Institute | |||||||
| PO Box 22505 | Sacramento | CA | 95822 | N/A | 509(a)1 | Making the world a better place for all animals | $1,000 |
| International Fund Animal Wlfr | |||||||
| 411 Main Street | Yarmouth Port | MA | 02675 | N/A | PC | General Support | $15,000 |
| Sea Turtle Conservancy | |||||||
| 4424 NW 13th St Suite B-11 | Gainseville | FL | 32609 | N/A | PC | General Support | $10,000 |
| Wild Earth Allies | |||||||
| 2 Wisconsin Circle 900 | Chevy Chase | MD | 20815 | N/A | PC | General Support | $20,000 |
| American Bird Conservancy | |||||||
| PO Box 249 | The Plains | VA | 20198 | N/A | PC | General Support | $25,000 |
| Compassion in World Farming | |||||||
| 211 E 43rd St 7th Floor | New York City | NY | 10017 | N/A | PC | General Support | $2,000 |
| Full Circle Farm Sanctuary | |||||||
| 961 White House Parkway | Warm Springs | GA | 31830 | N/A | PC | General Support | $2,000 |
| Kindred Spirits Sanctuary | |||||||
| 1411 E Hwy 329 | Citra | FL | 32113 | N/A | PC | General Support | $2,000 |
| Center for Humane Economy | |||||||
| PO Box 30845 | Bethesda | MD | 20824 | N/A | PC | General Support | $15,000 |
| Compassion Works International | |||||||
| PO Box 92586 | Henderson | NV | 89009 | N/A | PC | General Support | $500 |
| Lady Freethinker | |||||||
| 12405 Venice Blvd 390 | Los Angeles | CA | 90066 | N/A | PC | General Support | $2,000 |
| Mercy for Animals | |||||||
| 8033 Sunset Blvd Suite 864 | Los Angeles | CA | 90046 | N/A | PC | General Support | $1,000 |
| Physicians Committee for Responsibl | |||||||
| 5100 Wisconsin Ave NW Suite 400 | Washington | DC | 20016 | N/A | PC | General Support | $500 |
| World Animal Protection | |||||||
| 535 8th Ave 3rd floor | New York | NY | 10018 | N/A | PC | General Support | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $98,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,567 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $448 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Revenue | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $36,015 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $36,015 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11a | LineNumberTxt |
| Relationship Statement | Other Revenue | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Bookkeeping | CategoryTxt |
| Amt | $1,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,400 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Visa, 3.15%, 12/14/25 | $24,392 | $24,392 |
| Apple Inc, 3.35%, 2/9/27 | $24,350 | $24,350 |
| American Express, 3.3%, 5/3/27 | $23,880 | $23,880 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (46 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP Morgan Chase & Co, 240 Sh | $40,824 | $40,824 |
| Costco Wholesale Corp, 40 Sh | $26,403 | $26,403 |
| Pepsico Inc, 170 Sh | $28,873 | $28,873 |
| Nike Inc - B, 165 Sh | $17,914 | $17,914 |
| Ross Stores Inc, 155 Sh | $21,450 | $21,450 |
| United Parcel Service Inc-B, 140 Sh | $22,012 | $22,012 |
| Accenture PLC Ireland, 135 Sh | $47,373 | $47,373 |
| Cisco Systems Inc, 465 Sh | $23,492 | $23,492 |
| Microsoft Corp, 250 Sh | $94,010 | $94,010 |
| Becton, Dickinson and Co, 69 Sh | $16,824 | $16,824 |
| Johnson & Johnson, 190 Sh | $29,781 | $29,781 |
| Stryker Corp, 100 Sh | $29,946 | $29,946 |
| Automatic Data Processing Inc, 85 Sh | $19,802 | $19,802 |
| Apple Inc, 380 Sh | $73,161 | $73,161 |
| Union Pacific Corp 130 Sh | $31,931 | $31,931 |
| Visa Inc -Class A, 186 Sh | $48,425 | $48,425 |
| Alphabet Inc CL-A, 545 Sh | $76,131 | $76,131 |
| Comcast Corp-A, 685 Sh | $30,037 | $30,037 |
| Dollar Gen Corp, 65 Sh | $8,837 | $8,837 |
| Hubbell Inc-B, 50 Sh | $16,447 | $16,447 |
| Merck & Co Inc., 200 Sh | $21,804 | $21,804 |
| Autozone Inc, 5 Sh | $12,928 | $12,928 |
| Starbucks Corp, 150 Sh | $14,402 | $14,402 |
| Northern Trust Co, 190 Sh | $16,032 | $16,032 |
| UnitedHealth Group, 55 Sh | $28,956 | $28,956 |
| Marsh McLennan Inc, 80 Sh | $15,158 | $15,158 |
| Deere Co, 40 Sh | $15,995 | $15,995 |
| Donaldson Co, 160 Sh | $10,456 | $10,456 |
| Waters Corp, 70 Sh | $23,046 | $23,046 |
| Analog Devices Inc, 125 Sh | $24,820 | $24,820 |
| Lowes Co, 75 Sh | $16,691 | $16,691 |
| T Rowe Price Group Inc, 115 Sh | $12,384 | $12,384 |
| Cooper Cos Inc, 60 Sh | $22,706 | $22,706 |
| Chubb Ltd, 125 Sh | $28,250 | $28,250 |
| Conocophilips, 330 Sh | $38,303 | $38,303 |
| Adobe Inc, 35 Sh | $20,881 | $20,881 |
| Factset Research Systems, 30 Sh | $14,712 | $14,712 |
| Air Products Chemicals Inc, 60 Sh | $16,428 | $16,428 |
| Aptar Group Inc, 125 Sh | $15,453 | $15,453 |
| Te Connectivity Ltd, 105 Sh | $14,753 | $14,753 |
| Boston Trust Walden, 2,625 Sh | $35,226 | $35,226 |
| Boston Trust Walden Small, 3,459 Sh | $58,761 | $58,761 |
| Vanguard Esg International, 520 Sh | $31,839 | $31,839 |
| Agilent Technologies Inc, 130 Sh | $18,074 | $18,074 |
| Booking Holdings, 3 Sh | $10,642 | $10,642 |
| Eversource Energy, 150 Sh | $9,258 | $9,258 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $165,549 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $165,549 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Vanguard Inflation Prot, 2,202 Sh | FMV | $50,703 | $50,703 |
| Vanguard Intm Term, 11,052 Sh | FMV | $95,931 | $95,931 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank Fees | $15 | $15 | |
| Filing Fees | $75 | $75 | |
| Payroll Processing Fees | $900 | $900 | |
| Supplies | $217 | $217 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Payroll Taxes Payable | Desc |
| BOY Book Value | $664 | BOYBookValueAmt |
| EOY Book Value | $796 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Consulting | CategoryTxt |
| Amt | $6,029 | Amt |
| Net Investment Income | $6,029 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Excise Tax on Investments | CategoryTxt |
| Amt | $3,244 | Amt |
| Net Investment Income | $3,244 | NetInvestmentIncomeAmt |
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