LEMMON FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: LEMMON FOUNDATION (EIN 95-4643623)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-11-12
IRS object ID: 202333179349100303
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
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Other Expenses Schedule
Other Income Schedule2
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-11-12T21:09:21-08:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	371420474	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Fontanello Duffield & Otake LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	44 Montgomery Street Suite 1305	AddressLine1Txt
City	San Francisco	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94104	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2022-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	954643623	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	The Lemmon Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	LEMM	BusinessNameControlTxt
Phone	3108047624	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	44 Montgomery Street 1305	AddressLine1Txt
City	San Francisco	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94104	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Courtney N Lemmon	PersonNm
Person Title	President	PersonTitleTxt
Signature	2023-11-12	SignatureDt
Discuss With Paid Preparer	false	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	Courtney N	PersonFirstNm
Person Last	Lemmon	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Antonio Tellez Jr	PreparerPersonNm
PTIN	P01716904	PTIN
Phone	4159830200	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd
Federated Assurance Level	FAL1	FederatedAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	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	$1,629,211	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$38,032	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$38,032	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$81,453	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$292,228	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$81,453	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$311	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	$119,796	TotalRevAndExpnssAmt
Total Net Invst Incm	$119,485	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$55,182	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$55,182	CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$2,684	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl	$2,684	PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$1,400	AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps	$1,400	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$7,507	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$6,402	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$1,105	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$1,972	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$1,055	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$35	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$1,020	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$69,800	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$6,437	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$61,391	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$48,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$48,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$117,800	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$6,437	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$109,391	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$1,996	ExcessRevenueOverExpensesAmt
Net Investment Income	$113,048	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$18,277	CashBOYAmt
Cash EOY	$36,891	CashEOYAmt
Cash EOYFMV	$36,891	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$16,952	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$19,935	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$19,935	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$178,348	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$165,503	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$165,503	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$1,477,224	CorporateStockBOYAmt
Corporate Stock EOY	$1,184,638	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,184,638	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$105,555	CorporateBondsBOYAmt
Corporate Bonds EOY	$71,617	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$71,617	CorporateBondsEOYFMVAmt
Other Investments BOY	$187,040	OtherInvestmentsBOYAmt
Other Investments EOY	$150,627	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$150,627	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$1,983,396	TotalAssetsBOYAmt
Total Assets EOY	$1,629,211	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,629,211	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$668	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$664	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$668	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$664	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$1,982,728	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$1,628,547	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,982,728	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,628,547	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,983,396	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,629,211	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,982,728	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$1,996	ExcessRevenueOverExpensesAmt
Subtotal	$1,984,724	SubtotalAmt
Other Decreases	$356,177	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,628,547	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	Sales of Publicly Traded Securities	PropertyDesc
How Acquired	P	HowAcquiredCd
Acquired	2012-12-12	AcquiredDt
Sold	2022-12-12	SoldDt
Gross Sales Price	$292,228	GrossSalesPriceAmt
Cost Or Other Basis	$210,775	CostOrOtherBasisAmt
Gain Or Loss	$81,453	GainOrLossAmt
Gains Minus Excess Or Losses	$81,453	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$81,453	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,571	InvestmentIncomeExciseTaxAmt
Subtotal	$1,571	SubtotalAmt
Tax Based On Investment Income	$1,571	TaxBasedOnInvestmentIncomeAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$73	EsPenaltyAmt
Tax Due	$1,644	TaxDueAmt
Applied To ES Tax	$0	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	CA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	Courtney N Lemmon	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3108047624	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	44 Montgomery St Suite 1305	AddressLine1Txt
City	San Francisco	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94104	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	Yes (true)	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (true)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt
Courtney N Lemmon
44 Montgomery St Suite 1305	San Francisco	CA	94104	President	20.00	$29,000	$26,182
Peter McCrea
44 Montgomery St Suite 1305	San Francisco	CA	94104	Trustee	0.20	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$1,681,532	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$55,818	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,737,350	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$1,737,350	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$26,060	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,711,290	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$85,565	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$85,565	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,571	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,571	TotalTaxAmt
Distributable Before Adj	$83,994	DistributableBeforeAdjAmt
Distributable Before Ded	$83,994	DistributableBeforeDedAmt
Distributable As Adjusted	$83,994	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$109,391	ExpensesAndContributionsAmt
Qualifying Distributions	$109,391	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$83,994	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$11,461	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$6,920	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$50,771	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$42,944	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$37,773	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$149,869	TotalExcessDistributionCyovAmt
Qualifying Distributions	$109,391	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$83,994	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$25,397	RemainingDistriFromCorpusAmt
Total Corpus	$175,266	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$11,461	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$163,805	ExcessDistriCyovToNextYrAmt
Excess From Year4	$6,920	ExcessFromYear4Amt
Excess From Year3	$50,771	ExcessFromYear3Amt
Excess From Year2	$42,944	ExcessFromYear2Amt
Excess From Year1	$37,773	ExcessFromYear1Amt
Excess From Current Year	$25,397	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Farm Sanctuary
PO Box 150	Watkins Glen	NY	14891	N/A	PC	General Support	$5,000
Wildlife in Crisis
PO Box 1246	Weston	CT	06883	N/A	PC	General Support	$1,000
Sea Turtle Conservancy
4424 NW 13th St Suite B-11	Gainseville	FL	32609	N/A	PC	General Support	$2,500
Wild Earth Allies
2 Wisconsin Circle 900	Chevy Chase	MD	20815	N/A	PC	General Support	$15,000
American Bird Conservancy
PO Box 249	The Plains	VA	20198	N/A	PC	General Support	$5,000
Compassion in World Farming
211 E 43rd St 7th Floor	New York City	NY	10017	N/A	PC	General Support	$500
Full Circle Farm Sanctuary
961 White House Parkway	Warm Springs	GA	31830	N/A	PC	General Support	$2,500
Inga Foundation
101 Mortimer Dr	Evington	VA	24550	N/A	PC	General Support	$10,000
Kindred Spirits Sanctuary
1411 E Hwy 329	Citra	FL	32113	N/A	PC	General Support	$2,500
Luvin Arms Animal Sanctuary
3470 County Road 7	Erie	CO	80516	N/A	PC	General Support	$1,000
Wildlands Network
329 W Pierpont Ave Suite 300	Salt Lake City	UT	84101	N/A	PC	General Support	$3,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$48,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$38,032	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$81,453	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	Other Revenue	Desc
Related Or Exempt Function Incm	$311	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$119,485	ExclusionAmt
Related Or Exempt Function Incm	$311	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$119,796	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Field	Value	IRS element (for citing)
Line Number	11a	LineNumberTxt
Relationship Statement	Other Revenue	RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	Bookkeeping	CategoryTxt
Amt	$1,400	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$1,400	DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
Visa, 3.15%, 12/14/25	$24,102	$24,102
Apple Inc, 3.35%, 2/9/27	$23,903	$23,903
American Express, 3.3%, 5/3/27	$23,612	$23,612

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (53 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
JP Morgan Chase & Co, 260 Sh	$34,866	$34,866
Costco Wholesale Corp, 40 Sh	$18,260	$18,260
Pepsico Inc, 150 Sh	$27,099	$27,099
Nike Inc - B, 165 Sh	$19,307	$19,307
Ross Stores Inc, 155 Sh	$17,991	$17,991
United Parcel Service Inc-B, 110 Sh	$19,122	$19,122
Accenture PLC Ireland, 135 Sh	$36,023	$36,023
Cisco Systems Inc, 465 Sh	$22,153	$22,153
Microsoft Corp, 310 Sh	$74,344	$74,344
Becton, Dickinson and Co, 69 Sh	$17,547	$17,547
Johnson & Johnson, 216 Sh	$38,155	$38,155
Stryker Corp, 100 Sh	$24,449	$24,449
Automatic Data Processing Inc, 75 Sh	$17,915	$17,915
Apple Inc, 380 Sh	$49,373	$49,373
Union Pacific Corp 100 Sh	$21,742	$21,742
US Bancorp, 410 Sh	$17,880	$17,880
Visa Inc -Class A, 155 Sh	$32,203	$32,203
Alphabet Inc CL-A, 560 Sh	$49,409	$49,409
Comcast Corp-A, 580 Sh	$20,283	$20,283
Dollar Gen Corp, 65 Sh	$16,006	$16,006
Hubbell Inc-B, 60 Sh	$14,081	$14,081
Merck & Co Inc., 200 Sh	$22,190	$22,190
Autozone Inc, 5 Sh	$12,331	$12,331
Starbucks Corp, 150 Sh	$14,880	$14,880
Northern Trust Co, 175 Sh	$20,353	$20,353
UnitedHealth Group, 60 Sh	$31,811	$31,811
Lauder Estee Cos Inc, 45 Sh	$11,165	$11,165
Marsh McLennan Inc, 80 Sh	$13,238	$13,238
Deere Co, 40 Sh	$17,150	$17,150
Donaldson Co, 160 Sh	$9,419	$9,419
Waters Corp, 50 Sh	$17,129	$17,129
Cummins Inc, 55 Sh	$10,903	$10,903
Analog Devices Inc, 115 Sh	$18,863	$18,863
Electronic Arts, 91 Sh	$11,118	$11,118
Lowes Co, 105 Sh	$20,920	$20,920
T Rowe Price Group Inc, 115 Sh	$12,542	$12,542
Cooper Cos Inc, 40 Sh	$13,227	$13,227
Chubb Ltd, 125 Sh	$27,575	$27,575
Conocophilips, 410 Sh	$48,380	$48,380
Masco Corp, 205 Sh	$9,567	$9,567
Adobe Inc, 45 Sh	$15,144	$15,144
Applied Materials, 79 Sh	$7,693	$7,693
Factset Research Systems, 320 Sh	$12,036	$12,036
Paypal Holdings, 121 Sh	$8,618	$8,618
Air Products Chemicals Inc, 80 Sh	$24,661	$24,661
Aptar Group Inc, 125 Sh	$13,748	$13,748
Te Connectivity Ltd, 105 Sh	$12,054	$12,054
Boston Trust Walden, 2,582 Sh	$30,318	$30,318
Boston Trust Walden Small, 3,430 Sh	$53,376	$53,376
Vanguard Esg International, 520 Sh	$25,579	$25,579
East West Bancorp Inc, 190 Sh	$12,521	$12,521
Agilent Technologies Inc, 98 Sh	$14,666	$14,666
Schlumberger Ltd Com, 435 Sh	$23,255	$23,255

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$165,503	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$165,503	USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
Vanguard Inflation Prot, 3,754 Sh	FMV	$86,926	$86,926
Vanguard Intm Term, 7,656 Sh	FMV	$63,701	$63,701

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bank Fees	$35	$35
Filing Fees	$120		$120
Payroll Processing Fees	$900		$900

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	Other Revenue	Desc
Revenue And Expenses Per Books	$311	RevenueAndExpensesPerBooksAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	Payroll Taxes Payable	Desc
BOY Book Value	$668	BOYBookValueAmt
EOY Book Value	$664	EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Consulting	$6,402	$6,402	$0	$0
Professional Fees	$1,105	$0	$0	$1,105

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	Federal Excise Tax on Investments	CategoryTxt
Amt	$1,972	Amt

LEMMON FOUNDATION: Form 990PF, tax year 2022

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (53 entries)

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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