LEMON FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LEMON FAMILY FOUNDATION (EIN 73-1516391)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-02
- IRS object ID
- 202441239349101624
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-02T11:19:29-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731452032 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wright CPAs PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 East 19th Street Unit 304 | AddressLine1Txt |
| City | Edmond | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73013 | 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 | 731516391 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEMON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEMO | BusinessNameControlTxt |
| Phone | 4053972097 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11300 RUNNING DEER COURT | AddressLine1Txt |
| City | EDMOND | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY LEMON | PersonNm |
| Person Title | Executive Dir. | PersonTitleTxt |
| Signature | 2024-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LARRY | PersonFirstNm |
| Person Last | LEMON | 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 | James C Wright CPA | PreparerPersonNm |
| PTIN | P01019830 | PTIN |
| Phone | 4056420901 | 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 | $3,466,601 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $246,070 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $840 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $840 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $840 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $73,093 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $73,093 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $73,093 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$70,520 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,745,709 | GrossSalesPriceAmt |
| Net ST Capital Gain Adj Net Incm | $190,894 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $249,483 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $73,933 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $264,827 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,145 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,145 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,145 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,145 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,509 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,509 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $14,509 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $14,509 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,310 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,310 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,310 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $1,310 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $80 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $80 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $80 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $80 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,044 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,044 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $17,044 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,044 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $146,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $146,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $163,544 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,044 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $17,044 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $163,544 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $85,939 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $56,889 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $247,783 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $123,679 | CashBOYAmt |
| Cash EOY | $216,056 | CashEOYAmt |
| Cash EOYFMV | $216,056 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $1,691 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,009 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,009 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $3,536,553 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,571,024 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,248,536 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,661,923 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,789,089 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,466,601 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,661,923 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,789,089 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,661,923 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,789,089 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,661,923 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,789,089 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,661,923 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $85,939 | ExcessRevenueOverExpensesAmt |
| Other Increases | $41,227 | OtherIncreasesAmt |
| Subtotal | $3,789,089 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,789,089 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (56 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| 10 Apple, Inc Calls Jan 165's | P | 2022-10-28 | 2023-01-20 | $5,949 | $5,949 | $5,949 | |
| 20 Enerplus Corp Calls Jan 19's | P | 2022-11-07 | 2023-01-20 | $2,999 | $2,999 | $2,999 | |
| 10 Triton Intl, Ltd Calls Jan 65's | P | 2022-11-10 | 2023-01-20 | ||||
| 50 Collegium Pharma Calls Feb 25's | P | 2023-01-04 | 2023-02-17 | ||||
| 10 Wheaton Precious Metals Calls Mar 45's | P | 2023-01-13 | 2023-03-17 | ||||
| 20 Air Lease Corp Calls March 45's | P | 2023-01-31 | 2023-03-17 | $3,900 | $3,900 | $3,900 | |
| 10 Apple, Inc Calls March 165's | P | 2023-02-03 | 2023-03-17 | $2,480 | $2,480 | $2,480 | |
| 50 Star Bulk Carriers Calls May 24's | P | 2023-02-13 | 2023-05-19 | $5,498 | $5,498 | $5,498 | |
| 100 Viking Therapeutics Calls April 13's | P | 2023-03-01 | 2023-04-21 | ||||
| 10 Apple, Inc Calls May 165's | P | 2023-03-24 | 2023-05-19 | ||||
| 100 Intest Corp Calls May 20's | P | 2023-03-29 | 2023-05-11 | $17,497 | $11,494 | $11,494 | $6,003 |
| 150 Ford Motor Co Calls May 14's | P | 2023-04-04 | 2023-05-19 | $2,996 | $2,996 | $2,996 | |
| 10 Lantheus Holdings Calls July 105's | P | 2023-05-04 | 2023-07-21 | $3,500 | $3,500 | $3,500 | |
| 40 Marvell Technology Calls August 70's | P | 2023-05-26 | 2023-08-18 | $16,079 | $16,079 | $16,079 | |
| 30 DataDog, Inc Calls August 105's | P | 2023-06-01 | 2023-08-18 | $17,399 | $17,399 | $17,399 | |
| 100 Intest Corp Calls Sept 25's | P | 2023-06-02 | 2023-09-15 | $18,497 | $18,497 | $18,497 | |
| 150 Ford Motor Co Calls August 14's | P | 2023-06-07 | 2023-08-18 | $8,996 | $8,996 | $8,996 | |
| 20 Air Lease Corp Calls August 45's | P | 2023-06-15 | 2023-08-18 | $1,799 | $1,799 | $1,799 | |
| 10 SiTime Corp Calls August 135's | P | 2023-06-15 | 2023-08-18 | $6,500 | $6,500 | $6,500 | |
| 30 Smart Global Holdings Calls Sept 30's | P | 2023-07-03 | 2023-09-15 | $3,719 | $3,719 | $3,719 | |
| 20 Enerplus Corp Calls Oct 18's | P | 2023-08-07 | 2023-10-20 | $1,199 | $1,199 | $1,199 | |
| 10 Disney Co Puts Sept 85's | P | 2023-08-09 | 2023-09-15 | $2,600 | $2,600 | $2,600 | |
| 30 DataDog, Inc Calls Oct 110's | P | 2023-08-23 | 2023-10-20 | $6,539 | $6,539 | $6,539 | |
| 10 Sitime Corp Calls Nov 140's | P | 2023-08-29 | 2023-11-17 | $9,570 | $9,570 | $9,570 | |
| 10 Disney Co Puts Nov 85's | P | 2023-09-18 | 2023-11-17 | $3,500 | $3,500 | $3,500 | |
| 50 Star Bulk Carriers Calls Dec 20's | P | 2013-10-24 | 2023-12-15 | ||||
| 1 Goldman Sachs Trust | P | 2023-02-09 | 2023-02-17 | $106,000 | $106,000 | ||
| 1 Goldman Sachs Trust | P | 2023-03-01 | 2023-03-10 | $67,100 | $67,100 | ||
| 1 Goldman Sachs Trust | P | 2023-02-09 | 2023-04-26 | $40,000 | -$4 | -$4 | $40,004 |
| 1000 Apple, Inc w/Calls | P | 2022-05-20 | 2023-05-19 | $170,218 | $30,718 | $30,718 | $139,500 |
| 1 Goldman Sachs Trust | P | 2023-03-01 | 2023-05-10 | $67,200 | -$7 | -$7 | $67,207 |
| 1 Goldman Sachs Trust | P | 2023-05-22 | 2023-06-28 | $192,000 | -$35 | -$35 | $192,035 |
| 5000 Medical Properties Trust, Inc | P | 2022-08-29 | 2023-07-14 | $48,758 | -$26,242 | -$26,242 | $75,000 |
| 1 Goldman Sachs Trust | P | 2023-05-22 | 2023-09-30 | $110,387 | $110,387 | ||
| 3000 Euroseas, Ltd | P | 2023-05-10 | 2023-11-22 | $83,999 | $28,502 | $28,502 | $55,497 |
| 5000 Arbor Realty Trust, Inc | P | 2023-03-30 | 2023-12-14 | $77,749 | $22,749 | $22,749 | $55,000 |
| 1000 Triton International, Ltd w/Calls | P | 2021-05-13 | 2023-01-20 | $68,298 | $18,298 | $18,298 | $50,000 |
| 2000 Collegium Pharma w/Calls | P | 2020-05-27 | 2023-02-17 | $52,998 | $7,498 | $7,498 | $45,500 |
| 2000 Collegium Pharma w/Calls | P | 2020-06-03 | 2023-02-17 | $52,998 | $11,798 | $11,798 | $41,200 |
| 1000 Collegium Pharma w/Calls | P | 2020-07-02 | 2023-02-17 | $26,499 | $8,899 | $8,899 | $17,600 |
| 1000 Wheaton Precious Metals w/Calls | P | 2021-01-26 | 2023-03-17 | $47,199 | $6,699 | $6,699 | $40,500 |
| 2000 Viking Therapeutics, Inc w/Calls | P | 2019-04-01 | 2023-04-21 | $27,499 | $7,499 | $7,499 | $20,000 |
| 8000 Viking Therapeutics, Inc w/Calls | P | 2021-03-24 | 2023-04-21 | $109,997 | $63,597 | $63,597 | $46,400 |
| 3000 Adapthealth Corp | P | 2021-02-08 | 2023-05-10 | $33,300 | -$72,180 | -$72,180 | $105,480 |
| 2000 Adapthealth Corp | P | 2021-04-21 | 2023-05-10 | $22,200 | -$35,797 | -$35,797 | $57,997 |
| 10000 Sorrento Therapeutics | P | 2020-12-22 | 2023-05-22 | $3,309 | -$54,416 | -$54,416 | $57,725 |
| 5000 Sangamo Therapeutics, Inc | P | 2021-04-06 | 2023-11-06 | $2,200 | -$58,800 | -$58,800 | $61,000 |
| 4000 Star Bulk Carriers Corp w/Calls | P | 2022-09-19 | 2023-12-01 | $82,199 | $6,919 | $6,919 | $75,280 |
| 1000 Star Bulk Carriers Corp w/Calls | P | 2022-09-19 | 2023-12-15 | $20,550 | $1,730 | $1,730 | $18,820 |
| 20 Smart Global Holdings Calls July 25's | P | 2023-06-06 | 2023-07-21 | ||||
| 3000 Sorrento Therapeutics, Inc | P | 2021-06-24 | 2023-05-22 | $983 | -$26,739 | -$26,739 | $27,722 |
| 100 Bank Of Montreal Fang - ETF | P | 2022-04-20 | 2023-05-30 | $16,125 | $165 | $165 | $15,960 |
| 2000 Smart Global Holdings, Inc w/Calls | P | 2022-04-04 | 2023-07-21 | $52,386 | $2,786 | $2,786 | $49,600 |
| 3000 Trulieve Cannabis Corp | P | 2021-07-22 | 2023-08-10 | $12,595 | -$87,912 | -$87,912 | $100,507 |
| 2000 Trulieve Cannabis Corp | P | 2022-03-18 | 2023-08-10 | $8,397 | -$30,108 | -$30,108 | $38,505 |
| 3000 Cano Health, Inc | P | 2021-08-10 | 2023-08-15 | $1,350 | -$31,350 | -$31,350 | $32,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$70,520 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $190,894 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $791 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $791 | SubtotalAmt |
| Tax Based On Investment Income | $791 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,315 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $694 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,009 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,218 | OverpaymentAmt |
| Applied To ES Tax | $1,218 | 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 | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | 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 | LARRY LEMON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4053972097 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11300 RUNNING DEER COURT | AddressLine1Txt |
| City | EDMOND | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 730138344 | 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 | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY LEMON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11300 RUNNNG DEER COURT | AddressLine1Txt |
| City | EDMOND | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 730138344 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Executive Dir. | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DONATIONS FOR UNDER PRIVILEDGED CHILDREN | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,892,158 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $180,719 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,072,877 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,072,877 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,093 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,026,784 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $151,339 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $163,544 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $163,544 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1997-08-21 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $151,339 | CurrentYearAmt |
| Year1 | $147,444 | Year1Amt |
| Year2 | $166,406 | Year2Amt |
| Year3 | $102,569 | Year3Amt |
| Total | $567,758 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $128,638 | CurrentYearAmt |
| Year1 | $125,327 | Year1Amt |
| Year2 | $141,445 | Year2Amt |
| Year3 | $87,184 | Year3Amt |
| Total | $482,594 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $163,544 | CurrentYearAmt |
| Year1 | $182,401 | Year1Amt |
| Year2 | $124,530 | Year2Amt |
| Year3 | $118,229 | Year3Amt |
| Total | $588,704 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $163,544 | CurrentYearAmt |
| Year1 | $182,401 | Year1Amt |
| Year2 | $124,530 | Year2Amt |
| Year3 | $118,229 | Year3Amt |
| Total | $588,704 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $100,893 | CurrentYearAmt |
| Year1 | $98,296 | Year1Amt |
| Year2 | $110,937 | Year2Amt |
| Year3 | $63,380 | Year3Amt |
| Total | $373,506 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LARRY LEMON | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LARRY LEMON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11300 RUNNING DEER COURT | AddressLine1Txt |
| City | EDMOND | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 730138344 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4053972097 | RecipientPhoneNum |
| Recipient Email Address | LLEMON1@COX.NET | RecipientEmailAddressTxt |
| Form And Info And Materials | LETTER FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | OCT 1 OF EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| IMPACT OKLAHOMA | |||||
| P O BOX 20149 | OKLAHOMA CITY | OK | 73156 | PROGRAMS | $1,500 |
| POSITIVE TOMORROWS | |||||
| 901 N VILLA AVENUE | OKLAHOMA CITY | OK | 73107 | PROGRAMS | $25,000 |
| EDMOND SANTA FE HIGH SCHOOL | |||||
| 1901 W 15TH STREET | EDMOND | OK | 73013 | PROGRAMS | $2,500 |
| SOONER GOLDEN RETRIEVER RESCUE | |||||
| PO BOX 57139 | OKLAHOMA CITY | OK | 73157 | PROGRAMS | $1,000 |
| ARISE MINISTIRES | |||||
| 1808 DENA DRIVE | EDMOND | OK | 73003 | PROGRAMS | $2,500 |
| EXECUTIVE SERVICE CORPS OF OKLAHOMA | |||||
| 1232 N CLASSEN | OKLAHOMA CITY | OK | 73106 | PROGRAMS | $1,000 |
| OKLAHOMA CITY SCHOOL FOUNDATION | |||||
| 431 W MAIN | OKLAHOMA CITY | OK | 73102 | PROGRAMS | $10,000 |
| CENTRAL OKLAHOMA CAMP | |||||
| 1 TWIN CEDAR LANE | GUTHRIE | OK | 73044 | PROGRAMS | $2,500 |
| DINNER WITH LOVE FOUNDATION | |||||
| 416 W 41ST STREET | OKLAHOMA CITY | OK | 73118 | PROGRAMS | $1,000 |
| INFANT CRISES SERVICES INC | |||||
| 4224 N LINCOLN | OKLAHOMA CITY | OK | 73105 | PROGRAMS | $10,000 |
| ST PAUL SCHOOL OF THEOLOGY | |||||
| 2501 N BLACKWELDER AVE | OKLAHOMA CITY | OK | 73106 | PROGRAMS | $2,500 |
| CLEATS FOR KIDS | |||||
| 720 W WILSHIRE BLVD STE 120 | OKLAHOMA CITY | OK | 73116 | PROGRAMS | $25,000 |
| SKYLINE CHURCH INC | |||||
| 1901 N DOUGLAS | OKLAHOMA CITY | OK | 73106 | PROGRAMS | $5,000 |
| CROSS POINT CAMP RETREAT | |||||
| P O BOX 1470 | KINGSTON | OK | 73439 | PROGRAMS | $2,500 |
| GREATER OKC ALUMNAE PANHELLENIC | |||||
| P O BOX 720723 | OKLAHOMA CITY | OK | 73172 | PROGRAMS | $1,500 |
| THE NATIONAL WORLD WAR II MUSEUM | |||||
| 945 MAGAZINE STREET | NEW ORLEANS | LA | 70130 | PROGRAMS | $1,500 |
| FREE TO LIVE | |||||
| P O BOX 5884 | EDMOND | OK | 73083 | PROGRAMS | $1,000 |
| ACTS 2 UNITED METHODIST CHURCH | |||||
| 4848 WEST COVELL | EDMOND | OK | 73012 | PROGRAMS | $10,000 |
| CITY CARE | |||||
| 6001 N CLASSEN BLVDBUILDING 5 | OKLAHOMA CITY | OK | 73118 | PROGRAMS | $15,000 |
| KIDS ACROSS AMERICA | |||||
| 2036 TIMBERLAKE ROAD | BRANSON | MO | 65616 | PROGRAMS | $11,000 |
| UNIVERSITY OF OKLAHOMA FOUNDATIN IN | |||||
| P O BOX 258856 | OKLAHOMA CITY | OK | 73125 | PROGRAMS | $11,000 |
| OKLAHOMA STATE UNIVERSITY FOUNDATIO | |||||
| 400 SOUTH MONROE | STILLWATER | OK | 74074 | PROGRAMS | $1,000 |
| TULSA BOYS HOME | |||||
| P O BOX 1101 | TULSA | OK | 74101 | PROGRAMS | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $146,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $840 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $73,093 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$70,520 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,413 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,413 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MARTHA JEAN LEMON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11300 RUNNING DEER COURT | AddressLine1Txt |
| City | EDMOND | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 730138344 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $246,070 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 2000 SHARES DATA DOG, INC | NoncashPropertyDesc |
| Fair Market Value | $246,070 | FairMarketValueAmt |
| Received | 2023-12-26 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,145 | Amt |
| Net Investment Income | $1,145 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,145 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,145 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (75 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Adapthealth Corp | ||
| Adapthealth Corp | ||
| Air Lease, Inc | $88,000 | $83,880 |
| B2 Gold Corp | $30,000 | $15,800 |
| Cassava Sciences, Inc | $150,000 | $67,530 |
| Collegium Pharmaceutical, Inc | ||
| Collegium Pharmaceutical, Inc | ||
| Collegium Pharmaceutical, Inc | ||
| Daqo New Energy Corp | $87,000 | $26,600 |
| Daqo New Energy Corp | $70,000 | $26,600 |
| Daqo New Energy Corp | $99,200 | $53,200 |
| Euroseas, Ltd | $98,250 | $93,450 |
| Ford Motor Company | $43,800 | $36,570 |
| Ford Motor Company | $78,737 | $85,330 |
| Ford Motor Company | $37,500 | $60,950 |
| Franklin Income Trust | $92,500 | $62,200 |
| Guggenheim Strategic Oppor. Fund | $40,890 | $25,600 |
| Guggenheim Strategic Oppor. Fund | $58,260 | $38,400 |
| Infusystem Holdings, Inc | $54,583 | $31,620 |
| Paysign, Inc | $49,205 | $14,000 |
| Sangamo Therapeutics, Inc | ||
| Sorrento Therapeutics, Inc | ||
| Taiwan SemiConductor | $119,000 | $104,000 |
| Triton International, Ltd | ||
| Uniqure B.V. | $110,796 | $27,080 |
| Viking Therapeutics, Inc | ||
| Viking Therapeutics, Inc | ||
| Wheaton Precious Metals | ||
| Cano Helath, Inc | ||
| Cara Therapeudics | $29,200 | $1,486 |
| Opko Health, Inc | $17,750 | $7,550 |
| Sorrento Therapeutics, Inc | ||
| Trulieve Cannabis Corp | ||
| APPLE INC | ||
| DATA DOG | $150,000 | $242,760 |
| DISNEY COMPANY | $124,620 | $90,290 |
| ENERPLUS CORP | $25,500 | $30,680 |
| FRANKLIN INCOME TRUST | $25,364 | $20,731 |
| FRANKLIN INCOME TRUST | $13,003 | $10,369 |
| Infusystem Holdings, Inc | $39,500 | $52,700 |
| Infusystem Holdings, Inc | $19,400 | $21,080 |
| INTEST CORP | $53,532 | $76,636 |
| INTEST CORP | $42,340 | $59,364 |
| LANTHEUS HOLDINGS, INC | $55,200 | $62,000 |
| MARVELL TECHNOLOGY, INC | $76,720 | $120,620 |
| MARVELL TECHNOLOGY, INC | $127,900 | $120,620 |
| MEDICAL PROPERTIES TRUST | ||
| SI TIME CORP | $160,000 | $122,080 |
| SMART GLOBAL HOLDINGS | $84,000 | $56,790 |
| STAR BULK CARRIERS CORP | ||
| ZEDGE INC | $46,000 | $23,500 |
| FANG ETF | ||
| Opko Health, Inc | $6,868 | $4,530 |
| SMART GLOBAL HOLDINGS, INC | ||
| Trulieve Cannabis Corp | ||
| CATALYST PHARMACEUTICAL | $59,692 | $84,050 |
| DATA DOG | $67,000 | $121,380 |
| DEVON ENERGY CORP | $105,500 | $90,600 |
| ENPHASE ENERGY INC | $169,570 | $132,140 |
| LAS VEGAS SANDS CORP | $90,000 | $98,420 |
| PAYSIGN INC | $25,500 | $28,000 |
| SCILEX HOLDING CO | $14,778 | $2,877 |
| SCILES HOLDING CO | $678 | $184 |
| POSEIDA THERAPEUTICS INC | $45,000 | $67,200 |
| TACTILE SYSTEMS | $70,000 | $71,500 |
| ULTRA CLEAN HOLDINGS | $29,290 | $34,140 |
| VIKING THERAPEUTICS INC | $78,715 | $93,050 |
| ZEDGE INC | $12,295 | $14,509 |
| ZEDGE INC | $7,652 | $8,991 |
| ZYNEX INC | $45,750 | $54,450 |
| CATALYST PHARMACEUTICAL | $23,900 | $33,620 |
| DATA DOG | $246,070 | $242,760 |
| SCILEX HOLDING CO | $4,432 | $863 |
| SCILEX HOLDING CO | $584 | $157 |
| VIKING THERAPEUTICS INC | $70,000 | $93,049 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER FEES | Desc |
| Revenue And Expenses Per Books | $80 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $80 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $80 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $80 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPTION INCOME FOR 2024 | Desc |
| Amt | $41,227 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $14,509 | Amt |
| Net Investment Income | $14,509 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $14,509 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $14,509 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2022 TAX | CategoryTxt |
| Amt | $1,310 | Amt |
| Net Investment Income | $1,310 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,310 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,310 | DisbursementsCharitablePrpsAmt |
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