LEMON FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LEMON FAMILY FOUNDATION (EIN 73-1516391)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202521339349102542
- Schema version
- 2024v5.1
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T10:40:03-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,975,635 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,460 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,460 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,460 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $77,580 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $77,580 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $77,580 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $181,928 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,576,586 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $181,928 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $559,558 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,358 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,358 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,358 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $262,326 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $262,326 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $639,956 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,230 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,230 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,230 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,230 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,092 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,092 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $16,092 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $16,092 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $791 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $791 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $791 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $791 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $278 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $278 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $278 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $278 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,391 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,391 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $18,391 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,391 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $149,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $149,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $167,891 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,391 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $18,391 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $167,891 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $94,435 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $243,935 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $621,565 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $216,056 | CashBOYAmt |
| Cash EOY | $490,335 | CashEOYAmt |
| Cash EOYFMV | $490,335 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $2,009 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,855 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,855 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $3,571,024 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,410,895 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,481,445 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,789,089 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,905,085 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,975,635 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,789,089 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,905,085 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,789,089 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,905,085 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,789,089 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,905,085 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,789,089 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $94,435 | ExcessRevenueOverExpensesAmt |
| Other Increases | $21,561 | OtherIncreasesAmt |
| Subtotal | $3,905,085 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,905,085 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (60 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| 20 Devon Energy Corp Calls Jan 55's | P | 2023-09-01 | 2024-01-19 | $6,339 | $6,339 | $6,339 | |
| 30 DataDog, Inc Calls Jan 105's | P | 2023-11-07 | 2024-01-19 | ||||
| 10 Ultra Clean Holdings Calls Jan 30's | P | 2023-12-07 | 2024-01-19 | ||||
| 10 SiTime Corp Calls Feb 140's | P | 2023-12-26 | 2024-02-16 | $7,800 | $7,800 | $7,800 | |
| 20 Air Lease Corp Calls May 45's | P | 2023-12-27 | 2024-05-17 | ||||
| 10 Taiwan SemiConductor Calls March 120 | P | 2024-01-18 | 2024-03-15 | ||||
| 40 Marvell Technology Calls April 72.50 | P | 2024-01-18 | 2024-04-19 | $19,199 | $19,199 | $19,199 | |
| 150 Ford Motor Co Calls June 13's | P | 2024-02-07 | 2024-06-21 | $10,496 | $10,496 | $10,496 | |
| 50 Viking Therapeutics Calls March 30's | P | 2024-02-08 | 2024-03-15 | ||||
| 50 Catalyst Pharma Calls March 12.50 | P | 2024-02-12 | 2024-03-15 | ||||
| 20 Devon Energy Corp Calls June 55's | P | 2024-04-01 | 2024-06-21 | $2,299 | $2,299 | $2,299 | |
| 150 PaySign, Inc Calls May 5's | P | 2024-04-02 | 2024-05-17 | $2,996 | $2,996 | $2,996 | |
| 10 SiTime Corp Calls Aug 140's | P | 2024-05-09 | 2024-08-16 | $11,500 | $11,500 | $11,500 | |
| 10 Apple, Inc Calls Aug 200's | P | 2024-05-31 | 2024-08-16 | ||||
| 10 Enphase Energy, Inc Calls Aug 150's | P | 2024-05-31 | 2024-08-16 | $9,499 | $9,499 | $9,499 | |
| 150 Ford Motor Co Calls Aug 13's | P | 2024-07-01 | 2024-08-16 | $5,996 | $5,996 | $5,996 | |
| 50 Smart Global Holdings Calls Aug 25's | P | 2024-07-10 | 2024-08-16 | $16,498 | $16,498 | $16,498 | |
| 150 PaySign, Inc Calls Aug 5's | P | 2024-07-16 | 2024-08-16 | $7,496 | $7,496 | $7,496 | |
| 10 Enphase Energy, Inc Puts Sept 100's | P | 2024-07-22 | 2024-09-20 | $9,099 | $9,099 | $9,099 | |
| 4 Lantheus Holdings Calls Sept 115's | P | 2024-07-24 | 2024-09-20 | $3,600 | $3,600 | $3,600 | |
| 6 Lantheus Holdings Calls Sept 115's | P | 2024-07-25 | 2024-09-20 | $5,520 | $5,520 | $5,520 | |
| 150 Paysign, Inc Calls Dec 5's | P | 2024-08-19 | 2024-12-20 | $8,996 | $8,996 | $8,996 | |
| 10 Sitime Corp Calls Nov 150's | P | 2024-08-19 | 2024-11-15 | ||||
| 30 Cassava Sciences, Inc Calls Oct 30's | P | 2024-08-21 | 2024-10-18 | $16,499 | $16,499 | $16,499 | |
| 40 DAQO New Energy Calls Nov 20's | P | 2024-09-30 | 2024-11-15 | $11,999 | $11,999 | $11,999 | |
| 10 Nvidia Corp Calls Nov 130's | P | 2024-10-03 | 2024-11-15 | ||||
| 30 Cassava Sciences, Inc Calls Jan 30's | P | 2024-10-23 | 2024-11-29 | $42,298 | $42,146 | $42,146 | $152 |
| 20 Devon Energy Corp Calls Dec 40's | P | 2024-11-05 | 2024-12-20 | $3,599 | $3,599 | $3,599 | |
| 100 Ford Motor Co Calls Dec 11's | P | 2024-11-14 | 2024-12-20 | $5,197 | $5,197 | $5,197 | |
| 40 DAQO New Energy Calls Dec 20's | P | 2024-11-18 | 2024-12-20 | $5,999 | $5,999 | $5,999 | |
| 1000 Ultra Clean Holdings | P | 2023-09-19 | 2024-01-19 | $30,900 | $1,610 | $1,610 | $29,290 |
| 1000 DataDog, Inc w/Calls | P | 2023-03-10 | 2024-01-19 | $111,249 | $44,249 | $44,249 | $67,000 |
| 1200 Cassava Sciences, Inc Warrants | P | 2023-12-22 | 2024-02-08 | $9,600 | $9,600 | $9,600 | |
| 5000 Catalyst Pharmaceutical w/Calls | P | 2023-06-07 | 2024-03-15 | $69,998 | $10,306 | $10,306 | $59,692 |
| 5000 Viking Therapeutics, Inc w/Calls | P | 2023-06-28 | 2024-03-15 | $173,997 | $95,282 | $95,282 | $78,715 |
| 129870.13 Goldman Sachs Trust | P | 2024-01-26 | 2024-03-08 | $130,000 | $13 | $13 | $129,987 |
| 114885 Goldman Sachs Trust | P | 2024-03-20 | 2024-04-01 | $115,000 | $11 | $11 | $114,989 |
| 1000 Apple, Inc w/Calls | P | 2024-03-07 | 2024-08-16 | $204,994 | $35,994 | $35,994 | $169,000 |
| 500 Boeing Co | P | 2024-01-25 | 2024-09-30 | $76,297 | -$26,203 | -$26,203 | $102,500 |
| 1000 Nvidia Corp w/Calls | P | 2024-08-29 | 2024-11-15 | $135,746 | $14,746 | $14,746 | $121,000 |
| 3000 Euroseas, Ltd | P | 2021-11-08 | 2024-01-18 | $112,499 | $14,249 | $14,249 | $98,250 |
| 2000 DataDog, Inc w/Calls | P | 2022-12-22 | 2024-01-19 | $222,498 | $72,498 | $72,498 | $150,000 |
| 1000 Taiwan SemiConductor w/Calls | P | 2021-03-16 | 2024-03-15 | $121,949 | $2,949 | $2,949 | $119,000 |
| 2000 Enerplus Corp | P | 2022-09-27 | 2024-04-11 | $41,230 | $15,730 | $15,730 | $25,500 |
| 2000 Air Lease Corp w/Calls | P | 2018-03-20 | 2024-05-17 | $93,639 | $8,799 | $8,799 | $84,840 |
| 1000 Sitime Corp w/Calls | P | 2022-06-30 | 2024-11-15 | $162,995 | $2,995 | $2,995 | $160,000 |
| 3000 Cassava Sciences, Inc | P | 2021-09-03 | 2024-12-03 | $10,561 | -$139,439 | -$139,439 | $150,000 |
| 1000 Enphase Energy, Inc | P | 2023-04-26 | 2024-12-09 | $76,298 | -$93,272 | -$93,272 | $169,570 |
| 4000 Uniqure, B.V. | P | 2021-08-24 | 2024-12-10 | $56,998 | -$53,798 | -$53,798 | $110,796 |
| 4000 DAQO New Energy Corp | P | 2021-08-24 | 2024-12-24 | $76,998 | -$179,202 | -$179,202 | $256,200 |
| 20 DataDog, Inc Calls Feb 130's | P | 2024-01-09 | 2024-02-13 | $7,287 | $1,274 | $1,274 | $6,013 |
| 50 Viking Therapeutics Calls March 30's | P | 2024-02-08 | 2024-03-15 | ||||
| 20 DataDog, Inc Calls Aug 140's | P | 2024-07-08 | 2024-08-16 | $9,786 | $9,786 | $9,786 | |
| 100 Rocket Laboratory Calls October 7's | P | 2024-08-20 | 2024-10-18 | $11,233 | $11,233 | $11,233 | |
| 1000 Pacira Biosciences, Inc | P | 2024-04-02 | 2024-12-11 | $20,171 | -$8,309 | -$8,309 | $28,480 |
| 2000 Catalyst Pharmaceuticals, Inc | P | 2023-06-07 | 2024-02-12 | $27,399 | $3,499 | $3,499 | $23,900 |
| 5000 Viking Therapeutics, Inc w/Calls | P | 2023-08-16 | 2024-03-15 | $172,465 | $102,465 | $102,465 | $70,000 |
| 10000 Rocket Lab USA, Inc w/Calls | P | 2024-03-18 | 2024-10-18 | $81,230 | $41,230 | $41,230 | $40,000 |
| 77 Scilex Holdings Company | P | 2023-05-22 | 2024-11-21 | $45 | -$539 | -$539 | $584 |
| 2000 Cara therapeutics, Inc | P | 2021-06-25 | 2024-11-22 | $600 | -$28,600 | -$28,600 | $29,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $181,928 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $559,558 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,391 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,391 | SubtotalAmt |
| Tax Based On Investment Income | $3,391 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,218 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $637 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $3,855 | TotalPaymentsAndCreditsAmt |
| Overpayment | $464 | OverpaymentAmt |
| Applied To ES Tax | $464 | 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 | $3,247,135 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $420,934 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,668,069 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,668,069 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,021 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,613,048 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $180,652 | 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 | $167,891 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $167,891 | 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 | $180,652 | CurrentYearAmt |
| Year1 | $151,339 | Year1Amt |
| Year2 | $147,444 | Year2Amt |
| Year3 | $166,406 | Year3Amt |
| Total | $645,841 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $153,554 | CurrentYearAmt |
| Year1 | $128,638 | Year1Amt |
| Year2 | $125,327 | Year2Amt |
| Year3 | $141,445 | Year3Amt |
| Total | $548,964 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $167,891 | CurrentYearAmt |
| Year1 | $163,544 | Year1Amt |
| Year2 | $182,401 | Year2Amt |
| Year3 | $124,530 | Year3Amt |
| Total | $638,366 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $167,891 | CurrentYearAmt |
| Year1 | $163,544 | Year1Amt |
| Year2 | $182,401 | Year2Amt |
| Year3 | $124,530 | Year3Amt |
| Total | $638,366 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $120,435 | CurrentYearAmt |
| Year1 | $100,893 | Year1Amt |
| Year2 | $98,296 | Year2Amt |
| Year3 | $110,937 | Year3Amt |
| Total | $430,561 | 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 (22 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 | $3,500 |
| 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 | $2,000 |
| DINNER WITH LOVE FOUNDATION | |||||
| 416 W 41ST STREET | OKLAHOMA CITY | OK | 73118 | PROGRAMS | $2,000 |
| INFANT CRISIS SERVICES INC | |||||
| 4224 N LINCOLN | OKLAHOMA CITY | OK | 73105 | PROGRAMS | $5,000 |
| 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 | $2,000 |
| 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 | $20,000 |
| CITY CARE | |||||
| 6001 N CLASSEN BLVDBUILDING 5 | OKLAHOMA CITY | OK | 73118 | PROGRAMS | $15,000 |
| KIDS ACROSS AMERICA | |||||
| 2036 TIMBERLAKE ROAD | BRANSON | MO | 65616 | PROGRAMS | $15,000 |
| TULSA BOYS HOME | |||||
| P O BOX 1101 | TULSA | OK | 74101 | PROGRAMS | $2,500 |
| PROJECT TRANSFORMATION | |||||
| 1501 NW 24TH STREET | OKLAHOMA CITY | OK | 73106 | PROGRAMS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $149,500 | 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 | $1,460 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $77,580 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,358 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $181,928 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $262,326 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $262,326 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,230 | Amt |
| Net Investment Income | $1,230 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,230 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,230 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER FEES | Desc |
| Revenue And Expenses Per Books | $278 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $278 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $278 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $278 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $1,358 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,358 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,358 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPTION INCOME FOR 2025 | Desc |
| Amt | $21,561 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $16,092 | Amt |
| Net Investment Income | $16,092 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $16,092 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $16,092 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2023 TAX | CategoryTxt |
| Amt | $791 | Amt |
| Net Investment Income | $791 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $791 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $791 | DisbursementsCharitablePrpsAmt |
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