MARK C LEMONS FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MARK C LEMONS FOUNDATION (EIN 95-4712282)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-10
- IRS object ID
- 202323149349102662
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-10T15:16:24-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953416914 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIVEN & COMPANY INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3029 WILSHIRE BLVD STE 200 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | 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 | 954712282 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK C LEMONS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARK | BusinessNameControlTxt |
| Phone | 3108287547 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3029 WILSHIRE BLVD 200 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK C LEMONS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3108287547 | PhoneNum |
| Signature | 2023-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARK | PersonFirstNm |
| Person Last | LEMONS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEOFFREY C GIVEN | PreparerPersonNm |
| PTIN | P00365222 | PTIN |
| Phone | 3108287547 | 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 |
| 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 | $8,635,944 | 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 | $305,100 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $201,687 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $189,869 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $1,302 | GrossRentsRevAndExpnssAmt |
| Net Rental Income Or Loss | $1,302 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $216,684 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $904,012 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $216,684 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $89 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $89 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $724,862 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $406,642 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $35,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,750 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $33,250 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,250 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $13,902 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,913 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,989 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $95,298 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $85,434 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,864 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $160,700 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $106,347 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $54,353 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $462,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $462,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $622,700 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $106,347 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $516,353 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $102,162 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $300,295 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $105,370 | CashBOYAmt |
| Cash EOY | $43,030 | CashEOYAmt |
| Cash EOYFMV | $43,030 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,057,771 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $443,812 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $443,812 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $310 | RcvblFromOfficersBOYAmt |
| Corporate Stock BOY | $2,521,571 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,612,472 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,210,720 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,564,155 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,614,825 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,553,690 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,750,313 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,391,514 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,384,692 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,999,490 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,105,653 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,635,944 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,867 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,867 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,999,490 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,101,786 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,999,490 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,101,786 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,999,490 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,105,653 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,999,490 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $102,162 | ExcessRevenueOverExpensesAmt |
| Other Increases | $134 | OtherIncreasesAmt |
| Subtotal | $7,101,786 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,101,786 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| RBC 697 - ST COVERED | 2022-01-01 | 2022-12-31 | $22,177 | $32,058 | -$9,881 | -$9,881 | |
| RBC 697 - LT COVERED | 2021-01-01 | 2022-12-31 | $140,856 | $151,255 | -$10,399 | -$10,399 | |
| RBC 469 - LT NONCOVERED | 2021-01-01 | 2022-12-31 | $56,380 | $63,626 | -$7,246 | -$7,246 | |
| ENCOM CONTRA CUSIP 292CONAB0 | 2021-01-01 | 2022-12-31 | $89 | $89 | $89 | ||
| ISHARES CORE MSCI EMERGING MARKETS ETF | 2022-01-01 | 2022-12-31 | $4,337 | $6,043 | -$1,706 | -$1,706 | |
| RBC 449 - LT NONCOVERED | 2021-01-01 | 2022-12-31 | $169,242 | $72,880 | $96,362 | $96,362 | |
| RBC 461 - ST NONCOVERED | 2022-01-01 | 2022-12-31 | $142,026 | $167,725 | -$25,699 | -$25,699 | |
| RBC 461 - LT NONCOVERED | 2021-01-01 | 2022-12-31 | $355,401 | $193,476 | $161,925 | $161,925 | |
| MWREIF IV HOLDINGS LLC - LTCG | 2021-01-01 | 2022-12-31 | $17 | $17 | $17 | P | |
| RMA CORE PLUS RE FUND - LTCG | 2021-01-01 | 2022-12-31 | $362 | $362 | $362 | P | |
| RMA CORE PLUS RE FUND - SEC 1231 GAIN | 2021-01-01 | 2022-12-31 | $3,492 | $3,492 | $3,492 | P | |
| DISPOSITION OF INTEREST IN RMA CORE PLUS RE FUND I-R LLC (EIN 36-4776712) | 2014-01-01 | 2022-12-31 | $265 | -$265 | -$265 | P | |
| CAPITAL GAINS DIVIDENDS | $9,633 | $9,633 | $9,633 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $216,684 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,174 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,174 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,174 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,655 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,655 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,481 | OverpaymentAmt |
| Applied To ES Tax | $1,481 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARK C LEMONS | IndividualWithBooksNm |
| Phone | 3108287547 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GIVEN CO 3029 WILSHIRE BLVD STE | AddressLine1Txt |
| Address Line2 | 200 | AddressLine2Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK C LEMONS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3029 WILSHIRE BLVD STE 200 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 15.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $35,000 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,563,752 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $877,422 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $704,004 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,145,178 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,145,178 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $137,178 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,008,000 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $450,400 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $450,400 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,174 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,174 | TotalTaxAmt |
| Distributable Before Adj | $446,226 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $446,226 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $446,226 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $516,353 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $516,353 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $446,226 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $180,876 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $516,353 | QualifyingDistributionsAmt |
| Applied To Year1 | $180,876 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $335,477 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $110,749 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARK C LEMONS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AAPLE ACADEMY FOUNDATION | ||||||
| 4750 HOLLISTER AVE | SANTA BARBARA | CA | 93110 | PUBLIC CHARITY | GENERAL SUPPORT | $33,000 |
| AMP STUDIO | ||||||
| 6336 YORK BLVD | LOS ANGELES | CA | 90042 | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 |
| ARTS MENTORSHIP PROGRAM | ||||||
| 531 E COTA ST | SANTA BARBARA | CA | 93103 | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| ATLANTIC INITIATIVE (ATLANTIC COMMUNITY) | ||||||
| 200 M ST NW STE 335 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| CHILDREN'S BUREAU | ||||||
| 1910 MAGNOLIA AVENUE | LOS ANGELES | CA | 900071220 | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| CONEJO YOUTH BASEBALL | ||||||
| 1550 E AVENIDA DE LOS ARBOLES | THOUSAND OAKS | CA | 91360 | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| DREAM FOUNDATION | ||||||
| 1528 CHAPALA STREET SUITE 304 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| FOODBANK OF SANTA BARBARA COUNTY | ||||||
| 4554 HOLLISTER AVE | SANTA BARBARA | CA | 93110 | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| FRIENDS OF SANTA MONICA BASEBALL | ||||||
| 2801 OCEAN PARK BLVD UNIT 387 | SANTA MONICA | CA | 90405 | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 |
| LAS MADRINAS | ||||||
| DEPARTMENT 6778 | LOS ANGELES | CA | 900846778 | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| NATIONAL CHARITY LEAGUE | ||||||
| PO BOX 1514 | SANTA BARBARA | CA | 93102 | PUBLIC CHARITY | GENERAL SUPPORT | $7,500 |
| NATUREBRIDGE | ||||||
| 28 GEARY STREET - SUITE 650 | SAN FRANCISCO | CA | 94108 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| PAGE YOUTH CENTER | ||||||
| 4540 HOLLISTER AVENUE | SANTA BARBARA | CA | 93110 | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| PARK CITY COMMUNITY FDN | ||||||
| PO BOX 681499 | PARK CITY | UT | 84068 | PUBLIC CHARITY | GENERAL SUPPORT | $30,000 |
| ROD DEDEAUX FOUNDATION | ||||||
| 1430 S EASTMAN AVE | LOS ANGELES | CA | 90023 | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| ROYAL PRIDE FOUNDATION | ||||||
| 4750 HOLLISTER AVE | SANTA BARABARA | CA | 93110 | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 |
| SAN MARCOS HIGH SCHOOL | ||||||
| 4750 HOLLISTER AVE | SANTA BARBARA | CA | 93110 | PUBLIC CHARITY | GENERAL SUPPORT | $27,500 |
| SANTA BARBARA COMMUNITY COLLEGE | ||||||
| 721 CLIFF DRIVE | SANTA BARBARA | CA | 93109 | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| SPARK RESCUE | ||||||
| 400 STORKE RD 8445 | SANTA BARBARA | CA | 93118 | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| THETA PARENTS CLUB | ||||||
| 8740 FOUNDERS RD | INDIANAPOLIS | IN | 46268 | PUBLIC CHARITY | GENERAL SUPPORT | $12,500 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||
| 1026 W 34TH ST | LOS ANGELES | CA | 90089 | PUBLIC CHARITY | GENERAL SUPPORT | $100,000 |
| USSSA FDN (SKI AND SNOWBOARD) | ||||||
| 1 VICTORY LAND | PARK CITY | UT | 84060 | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| YOUTH SPORTS ALLIANCE | ||||||
| 1665 BONANZA DRIVE | PARK CITY | UT | 84060 | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| MONTECITO TRAILS FOUNDATION | ||||||
| 1470 E VALLEY RD | MONTECITO | CA | 93108 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $462,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $201,687 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,302 | UnrelatedBusinessTaxblIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $89 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $216,684 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,302 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $418,460 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $419,762 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK C LEMONS CHARITABLE LEAD UNITRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3029 WILSHIRE BLVD STE 200 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $305,100 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $16,500 | Amt |
| Net Investment Income | $8,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RBC 351 FIXED INCOME | $642,331 | $701,337 |
| RBC 449 FIXED INCOME | $48,595 | $53,020 |
| RBC 469 FIXED INCOME | $923,899 | $799,333 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RBC 449 EMERGING MARKETS EQUITY | $20,336 | $21,015 |
| RBC 449 INTERNATIONAL EQUITIES | $102,374 | $183,264 |
| RBC 449 US EQUITIES | $623,171 | $1,582,884 |
| RBC 461 INTERNATIONAL EQUITIES | $193,143 | $191,170 |
| RBC 461 US EQUITIES | $815,834 | $1,144,993 |
| RBC 697 INTERNATIONAL EQUITIES | $63,628 | $93,394 |
| RBC 697 US EQUITIES | $793,986 | $994,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RBC 351 REAL ASSETS | AT COST | $200,000 | $144,779 |
| RBC 351 MIXED ASSETS | AT COST | $344,421 | $423,388 |
| IRONWOOD MULTI-STRATEGY | AT COST | $521,301 | $529,809 |
| RBC 449 REAL ASSETS | AT COST | $24,528 | $17,578 |
| RBC 461 REAL ASSETS | AT COST | $189,235 | $218,938 |
| RBC 475 REAL ASSETS | AT COST | $500,000 | $495,864 |
| MWFEIF IV HOLDINGS LLC | AT COST | $262,029 | $253,056 |
| RBC 566 RBC ABSOLUTE RETURN BARRIER NOTE | AT COST | $350,000 | $301,280 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $114 | $0 | $114 |
| RBC ADR, PROGRAM, AND MISC FEES | $66,906 | $66,906 | $0 |
| MWREIF IV HOLDINGS - OTHER DEDUCTIONS (SCH K-1) | $3,540 | $3,540 | $0 |
| 4C GPS 1 LP (SCH K-1) | $2,800 | $2,800 | $0 |
| 4C GPS 3 LP (SCH K-1) | $291 | $291 | $0 |
| RMA CORE PLUS RE FUND - ORDINARY LOSS/EXPENSES (SCH K-1) | $2,147 | $2,147 | $0 |
| MISCELLANEOUS EXPENSES | $19,500 | $9,750 | $9,750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RBC X469 - OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $89 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $89 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $89 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMORTIZATION AND COST BASIS ADJUSTMENTS OF INVESTMENTS | Desc |
| Amt | $134 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| 4C GPS I LP | $0 | $3,503 |
| 4C GPS III LP | $0 | $364 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $1,135 | $1,135 | $0 |
| PAYROLL TAXES | $3,041 | $152 | $2,889 |
| STATE TAXES | $726 | $626 | $100 |
| FEDERAL TAXES | $9,000 | $9,000 | $0 |
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