LEMON FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LEMON FAMILY FOUNDATION (EIN 73-1516391)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-12
- IRS object ID
- 202321329349102637
- Schema version
- 2022v5.0
- 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
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T11:04:04-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-05-12 | 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 | 2022 | 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 | $2,692,686 | 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 | $100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $441 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $441 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $441 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $57,417 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,417 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $57,417 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $54,236 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,648,428 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $54,236 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $252,797 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $212,094 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $112,094 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $310,655 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,140 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,140 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,140 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,140 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,718 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,718 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $14,718 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $14,718 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,872 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,872 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,872 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $1,872 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $121 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $121 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $121 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $121 | PrintingAndPubDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,851 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,851 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $17,851 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,851 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $164,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $164,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $182,401 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,851 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $17,851 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $182,401 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $29,693 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $94,243 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $292,804 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $113,094 | CashBOYAmt |
| Cash EOY | $123,679 | CashEOYAmt |
| Cash EOYFMV | $123,679 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $727 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $634 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,691 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,691 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $3,579,812 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,536,553 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,567,316 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,694,267 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,661,923 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,692,686 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,694,267 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,661,923 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,694,267 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,661,923 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,694,267 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,661,923 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,694,267 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $29,693 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,723,960 | SubtotalAmt |
| Other Decreases | $62,037 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,661,923 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (61 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| 30 EXP World Holdings Calls Jan 60's | P | 2021-08-06 | 2022-01-21 | $15,899 | $15,899 | $15,899 | |
| 30 Cassava Sciences Calls Jan 105's | P | 2021-11-04 | 2022-01-21 | $58,499 | $58,499 | $58,499 | |
| 20 Air Lease Calls Feb 50's | P | 2021-11-05 | 2022-02-18 | $4,499 | $4,499 | $4,499 | |
| 10 Taiwan SemiConductor Calls Feb 120's | P | 2021-12-21 | 2022-02-18 | $4,000 | $4,000 | $4,000 | |
| 150 Ford Motor Co Calls March 27's | P | 2022-01-14 | 2022-03-18 | $18,745 | $18,745 | $18,745 | |
| 20 Intel Corp Calls Feb 55's | P | 2022-01-14 | 2022-02-18 | $4,879 | $4,879 | $4,879 | |
| 20 Marathon Petroleum Calls March 80's | P | 2022-02-02 | 2022-03-18 | $4,499 | $4,499 | $4,499 | |
| 20 Magellan Midstream Ptner Calls April 50 | P | 2022-02-15 | 2022-04-14 | ||||
| 10 Taiwan SemiConductor Calls May 125's | P | 2022-02-22 | 2022-05-20 | $5,250 | $5,250 | $5,250 | |
| 10 Wheaton Precious Metals Calls May 50's | P | 2022-03-08 | 2022-05-20 | $4,260 | $4,260 | $4,260 | |
| 10 AstraZeneca Calls June 65's | P | 2022-03-17 | 2022-06-17 | $2,250 | $2,250 | $2,250 | |
| 20 Marathon Petroleum Calls May 82.50's | P | 2022-03-21 | 2022-05-20 | ||||
| 20 Intel Corp Calls May 52.50's | P | 2022-03-24 | 2022-05-20 | $3,499 | $3,499 | $3,499 | |
| 20 Air Lease Calls May 45's | P | 2022-03-29 | 2022-05-20 | $6,399 | $6,399 | $6,399 | |
| 40 Daqo New Energy Calls June 60's | P | 2022-06-06 | 2022-06-17 | $17,998 | $17,998 | $17,998 | |
| 40 Daqo New Energy Calls August 65's | P | 2022-06-21 | 2022-08-19 | $37,998 | $37,998 | $37,998 | |
| 10 AstraZeneca Calls August 65's | P | 2022-06-22 | 2022-08-19 | ||||
| 100 The Geo Group Calls August 7's | P | 2022-07-08 | 2022-08-19 | ||||
| 10 Apple, Inc Calls Sept 160's | P | 2022-07-22 | 2022-09-16 | $4,650 | $4,650 | $4,650 | |
| 10 Triton Intl Calls Sept 65's | P | 2022-07-28 | 2022-09-16 | $2,750 | $2,750 | $2,750 | |
| 10 Sitime Corp Calls Sept 210's | P | 2022-08-03 | 2022-09-16 | $14,999 | $14,999 | $14,999 | |
| 40 Daqo New Energy Calls October 70's | P | 2022-08-22 | 2022-10-20 | $17,998 | $17,998 | $17,998 | |
| 20 Gilead Sciences Calls Nov 70's | P | 2022-09-12 | 2022-11-18 | ||||
| 30 Cassava Sciences Calls Nov 50's | P | 2022-09-26 | 2022-11-18 | $17,999 | $17,999 | $17,999 | |
| 1000 Renewalbe Energy Group | P | 2021-04-27 | 2022-02-28 | $61,500 | $3,000 | $3,000 | $58,500 |
| 1000 Renewalbe Energy Group | P | 2021-08-30 | 2022-02-28 | $61,500 | $11,500 | $11,500 | $50,000 |
| 1 Franklin, Ltd Rights | P | 2022-02-10 | 2022-03-04 | ||||
| 3000 EXP World Holdings, Inc | P | 2022-05-02 | 2022-12-09 | $36,917 | -$4,543 | -$4,543 | $41,460 |
| 5000 Golden Ocean Group, Ltd | P | 2022-08-23 | 2022-12-09 | $42,549 | -$9,801 | -$9,801 | $52,350 |
| 10000 BioDelivery Science Intl | P | 2020-06-03 | 2022-02-14 | $55,200 | $7,200 | $7,200 | $48,000 |
| 5000 Energy Transfer, LP | P | 2020-07-20 | 2022-02-15 | $50,600 | $18,100 | $18,100 | $32,500 |
| 20000 Antares Pharma, Inc | P | 2020-07-31 | 2022-03-23 | $80,000 | $28,000 | $28,000 | $52,000 |
| 2000 Magellan Midstream Prtns w/Calls | P | 2020-10-16 | 2022-04-14 | $101,699 | $27,699 | $27,699 | $74,000 |
| 2000 Marathon Petroleum Corp w/Calls | P | 2020-01-28 | 2022-05-16 | $171,556 | $64,684 | $64,684 | $106,872 |
| 499 BlueKnight Energy, LP | P | 2017-07-26 | 2022-06-30 | $2,255 | -$689 | -$689 | $2,944 |
| 700 BlueKnight Energy, LP | P | 2017-07-27 | 2022-06-30 | $3,164 | -$966 | -$966 | $4,130 |
| 8801 BlueKnight Energy, LP | P | 2017-08-07 | 2022-06-30 | $39,780 | -$10,826 | -$10,826 | $50,606 |
| 10000 BlueKnight Energy, LP | P | 2018-03-23 | 2022-06-30 | $45,199 | $1,199 | $1,199 | $44,000 |
| 1763 BlueKnight Energy, LP | P | 2019-12-11 | 2022-06-30 | $7,969 | $6,065 | $6,065 | $1,904 |
| 8237 BlueKnight Energy, LP | P | 2019-12-16 | 2022-06-30 | $37,230 | $28,334 | $28,334 | $8,896 |
| 200 Cyberopticss Corp w/Calls | P | 2020-12-28 | 2022-08-08 | $10,600 | $5,500 | $5,500 | $5,100 |
| 1000 Astrazeneca, PLC w/Calls | P | 2020-11-17 | 2022-08-19 | $67,338 | $12,538 | $12,538 | $54,800 |
| 5000 Geo Group w/Calls | P | 2020-01-07 | 2022-08-19 | $36,248 | -$37,276 | -$37,276 | $73,524 |
| 5000 Geo Group w/Calls | P | 2020-08-06 | 2022-08-19 | $36,248 | -$15,493 | -$15,493 | $51,741 |
| 3000 Netgear, Inc | P | 2021-02-04 | 2022-09-19 | $66,964 | -$50,036 | -$50,036 | $117,000 |
| 2000 Titan Medical, Inc | P | 2021-04-16 | 2022-09-27 | $960 | -$2,040 | -$2,040 | $3,000 |
| 1717 Titan Medical, Inc | P | 2021-04-16 | 2022-10-06 | $824 | -$1,752 | -$1,752 | $2,576 |
| 4601 Titan Medical, Inc | P | 2021-04-16 | 2022-10-11 | $2,208 | -$4,694 | -$4,694 | $6,902 |
| 3456 Titan Medical, Inc | P | 2021-04-16 | 2022-11-02 | $1,659 | -$3,525 | -$3,525 | $5,184 |
| 8226 Titan Medical, Inc | P | 2021-04-16 | 2022-12-13 | $3,948 | -$8,391 | -$8,391 | $12,339 |
| 1000 Gilead Sciences, Inc w/Calls | P | 2016-05-18 | 2022-11-18 | $71,948 | -$10,591 | -$10,591 | $82,539 |
| 1000 Gilead Sciences, Inc w/Calls | P | 2020-09-21 | 2022-11-18 | $71,948 | $8,098 | $8,098 | $63,850 |
| 3000 EXP World Holdings, Inc | P | 2021-04-12 | 2022-12-09 | $36,899 | -$81,601 | -$81,601 | $118,500 |
| 2000 Intel Corp | P | 2021-07-23 | 2022-12-09 | $57,081 | -$47,709 | -$47,709 | $104,790 |
| 10000 MEI Pharma, Inc | P | 2021-06-28 | 2022-12-09 | $2,333 | -$27,852 | -$27,852 | $30,185 |
| 1000 Salesforce, Inc | P | 2021-03-01 | 2022-12-09 | $130,312 | -$88,838 | -$88,838 | $219,150 |
| 50 Opko Health Calls May 4's | P | 2022-04-04 | 2022-05-20 | $717 | $717 | $717 | |
| 20 Cara Therapeutics Calls May 15's | P | 2022-04-07 | 2022-05-20 | $687 | $687 | $687 | |
| 20 Cara Therapeutics Calls Nov 15's | P | 2022-08-11 | 2022-11-18 | $1,787 | $1,787 | $1,787 | |
| 30 Cano Helath, Inc Calls Nov 10's | P | 2022-10-04 | 2022-11-18 | $2,380 | $2,380 | $2,380 | |
| 5000 MEI Pharma, Inc | P | 2021-07-01 | 2022-12-09 | $1,151 | -$13,699 | -$13,699 | $14,850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $54,236 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $252,797 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,310 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,310 | SubtotalAmt |
| Tax Based On Investment Income | $1,310 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,872 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $755 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,627 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $1,315 | OverpaymentAmt |
| Applied To ES Tax | $1,315 | 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 | $2,903,045 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $90,743 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,993,788 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,993,788 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,907 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,948,881 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $147,444 | 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 | $182,401 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $182,401 | 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 | $147,444 | CurrentYearAmt |
| Year1 | $166,406 | Year1Amt |
| Year2 | $102,569 | Year2Amt |
| Year3 | $55,883 | Year3Amt |
| Total | $472,302 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $125,327 | CurrentYearAmt |
| Year1 | $141,445 | Year1Amt |
| Year2 | $87,184 | Year2Amt |
| Year3 | $47,501 | Year3Amt |
| Total | $401,457 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $182,401 | CurrentYearAmt |
| Year1 | $124,530 | Year1Amt |
| Year2 | $118,229 | Year2Amt |
| Year3 | $127,073 | Year3Amt |
| Total | $552,233 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $182,401 | CurrentYearAmt |
| Year1 | $124,530 | Year1Amt |
| Year2 | $118,229 | Year2Amt |
| Year3 | $127,073 | Year3Amt |
| Total | $552,233 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $98,296 | CurrentYearAmt |
| Year1 | $110,937 | Year1Amt |
| Year2 | $63,380 | Year2Amt |
| Year3 | $68,991 | Year3Amt |
| Total | $341,604 | 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 | $8,500 |
| ST PAUL SCHOOL OF THEOLOGY | |||||
| 2501 N BLACKWELDER AVE | OKLAHOMA CITY | OK | 73106 | PROGRAMS | $1,000 |
| CLEATS FOR KIDS | |||||
| 720 W WILSHIRE BLVD STE 120 | OKLAHOMA CITY | OK | 73116 | PROGRAMS | $35,000 |
| SKYLINE CHURCH INC | |||||
| 1901 N DOUGLAS | OKLAHOMA CITY | OK | 73106 | PROGRAMS | $2,550 |
| HOPE HOUSE OKC | |||||
| 6608 N WESTERN AVE | OKLAHOMA CITY | OK | 73116 | PROGRAMS | $20,000 |
| 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 | $5,000 |
| CITY CARE | |||||
| 6001 N CLASSEN BLVDBUILDING 5 | OKLAHOMA CITY | OK | 73118 | PROGRAMS | $18,000 |
| FIELDS AND FUTURES FOUNDATION | |||||
| 7001 NW 164TH STREET | EDMOND | OK | 73013 | PROGRAMS | $10,000 |
| KIDS ACROSS AMERICA | |||||
| 2036 TIMBERLAKE ROAD | BRANSON | MO | 65616 | PROGRAMS | $10,000 |
| UNIVERSITY OF OKLAHOMA FOUNDATIN IN | |||||
| P O BOX 258856 | OKLAHOMA CITY | OK | 73125 | PROGRAMS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $164,550 | 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 | $441 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $57,417 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $54,236 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $112,094 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $112,094 | 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 | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,140 | Amt |
| Net Investment Income | $1,140 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,140 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,140 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPTION INCOME FOR 2023 | Desc |
| Amt | $62,037 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $14,718 | Amt |
| Net Investment Income | $14,718 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $14,718 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $14,718 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2021 IRS INCOME TAXES | CategoryTxt |
| Amt | $1,872 | Amt |
| Net Investment Income | $1,872 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,872 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,872 | DisbursementsCharitablePrpsAmt |
Comments