LEMON FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LEMON FAMILY FOUNDATION (EIN 73-1516391)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-06
- IRS object ID
- 202211269349101951
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-06T14:50:28-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-05-06 | 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 |
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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,399,007 | 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 | $255,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $22 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $22 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $32,767 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,767 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $32,767 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $123,662 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,264,387 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $123,662 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $396,711 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $170 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $170 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $170 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $411,621 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $156,621 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $429,670 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $825 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $825 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $825 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $825 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,836 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,836 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $20,836 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $20,836 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $269 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $269 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $269 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $269 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,930 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,930 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $21,930 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,930 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $102,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $102,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $124,530 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,930 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $21,930 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $124,530 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $287,091 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $134,691 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $407,740 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $147,745 | CashBOYAmt |
| Cash EOY | $113,094 | CashEOYAmt |
| Cash EOYFMV | $113,094 | CashEOYFMVAmt |
| Acct Rcvbl | $727 | AcctRcvblAmt |
| Acct Rcvbl EOY | $727 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $727 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $3,311,666 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,579,812 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,284,552 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $559 | OtherAssetsBOYAmt |
| Other Assets EOY | $634 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $634 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,459,970 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,694,267 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,399,007 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,459,970 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,694,267 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,459,970 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,694,267 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,459,970 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,694,267 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,459,970 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $287,091 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,747,061 | SubtotalAmt |
| Other Decreases | $52,794 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,694,267 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (67 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| 20 Air Lease Corp Calls Feb 45's | P | 2020-11-18 | 2021-02-19 | $4,299 | $4,299 | $4,299 | |
| 100 MasterCraft Boat Calls Jan 22.50 | P | 2020-11-23 | 2021-01-15 | ||||
| 20 Ultra Clean Holding Calls March 35's | P | 2020-11-27 | 2021-03-19 | ||||
| 100 Vale, SA Calls March 16's | P | 2020-12-02 | 2021-03-19 | ||||
| 100 Freeport McMoran Calls Feb 27's | P | 2020-12-03 | 2021-02-19 | ||||
| 20 Acadia Healthcare Calls March 50's | P | 2020-12-14 | 2021-03-19 | ||||
| 200 Clean Energy Fuels Calls March 10's | P | 2020-12-28 | 2021-03-19 | ||||
| 100 Sorrento Therapeutics Calls March 18's | P | 2021-02-10 | 2021-03-19 | $29,995 | $29,995 | $29,995 | |
| 2 Cyber Optics Calls March 25's | P | 2021-02-16 | 2021-03-19 | $800 | $800 | $800 | |
| 18 Cyber Optics Calls March 25's | P | 2021-02-16 | 2021-03-19 | ||||
| 20 Air Lease Corp Calls May 50's | P | 2021-02-22 | 2021-05-21 | $5,499 | $5,499 | $5,499 | |
| 30 US Concrete, Inc Calls April 55's | P | 2021-03-01 | 2021-04-16 | ||||
| 15 Bank America Calls April 38's | P | 2021-03-04 | 2021-04-16 | ||||
| 20 Wisdom Tree Emerging Calls April 45's | P | 2021-03-09 | 2021-04-16 | ||||
| 20 Marathon Petroleum Calls April 57.50's | P | 2021-03-10 | 2021-04-16 | $6,999 | $6,999 | $6,999 | |
| 20 Marathon Petroleum Calls June 60's | P | 2021-05-03 | 2021-06-18 | $3,199 | $3,199 | $3,199 | |
| 20 Magellan Midstream Calls July 50's | P | 2021-05-26 | 2021-07-16 | $1,799 | $1,799 | $1,799 | |
| 30 Netgear, Inc Calls July 40's | P | 2021-05-26 | 2021-07-16 | $3,299 | $3,299 | $3,299 | |
| 30 Cassava Sciences Calls August 80's | P | 2021-06-07 | 2021-08-20 | ||||
| 20 Gilead Sciences Calls August 72.50 | P | 2021-06-09 | 2021-08-20 | $2,759 | $2,360 | $2,360 | $399 |
| 100 Equitrans Midstream July 10's | P | 2021-06-16 | 2021-07-16 | $2,496 | $2,496 | $2,496 | |
| 10 Salesforce.Com August 260's | P | 2021-06-23 | 2021-08-20 | $3,170 | $3,170 | $3,170 | |
| 100 Sorrento Therapeutics Calls Dec 10's | P | 2021-08-11 | 2021-12-17 | $12,996 | $12,996 | $12,996 | |
| 20 Gilead Sciences Calls Oct 75's | P | 2021-08-20 | 2021-10-15 | $2,699 | $2,699 | $2,699 | |
| 100 Equitrans Midstream Oct 10's | P | 2021-09-07 | 2021-10-15 | ||||
| 20 Marathon Petroleum Calls Dec 67.50's | P | 2021-10-21 | 2021-12-17 | $5,499 | $5,499 | $5,499 | |
| 10 Taiwan SemiConductor Calls Dec 120's | P | 2021-10-21 | 2021-12-17 | $2,280 | $2,280 | $2,280 | |
| 4500 Mastercraft Boat Holdings w/Calls | P | 2020-09-28 | 2021-01-15 | $110,246 | $35,996 | $35,996 | $74,250 |
| 1000 EXP World Holdings, Inc | P | 2021-01-06 | 2021-01-27 | $107,098 | $47,098 | $47,098 | $60,000 |
| 6000 Vale, SA w/Calls | P | 2020-06-26 | 2021-03-04 | $102,057 | $39,957 | $39,957 | $62,100 |
| 300 Ultra Clean Hldings w/Calls | P | 2020-05-27 | 2021-03-10 | $11,115 | $4,965 | $4,965 | $6,150 |
| 1700 Ultra Clean Hldings w/Calls | P | 2020-05-27 | 2021-03-19 | $62,984 | $28,134 | $28,134 | $34,850 |
| 1000 Vale, SA w/Calls | P | 2020-06-26 | 2021-03-19 | $17,010 | $6,660 | $6,660 | $10,350 |
| 1800 Cyberoptics Corp w/Calls | P | 2020-12-28 | 2021-03-19 | $52,199 | $6,299 | $6,299 | $45,900 |
| 3000 Cassava Sciences w/Calls | P | 2021-04-06 | 2021-08-20 | $296,997 | $164,997 | $164,997 | $132,000 |
| 10000 Siemens Gamesa Renewable Energy | P | 2021-02-09 | 2021-12-22 | $47,500 | -$32,094 | -$32,094 | $79,594 |
| 4000 Mastercraft Boat Holdings w/Calls | P | 2018-10-31 | 2021-01-15 | $97,996 | -$22,004 | -$22,004 | $120,000 |
| 1500 Mastercraft Boat Holdings w/Calls | P | 2019-07-26 | 2021-01-15 | $36,749 | $11,624 | $11,624 | $25,125 |
| 2000 Gulfport Energy Corp | P | 2016-12-19 | 2021-01-19 | $204 | -$44,996 | -$44,996 | $45,200 |
| 2000 Gulfport Energy Corp | P | 2017-03-06 | 2021-01-19 | $204 | -$34,596 | -$34,596 | $34,800 |
| 6000 Gulfport Energy Corp | P | 2020-01-09 | 2021-01-19 | $605 | -$14,395 | -$14,395 | $15,000 |
| 1000 FreePort McMoran w/Calls | P | 2012-12-05 | 2021-02-19 | $28,299 | -$4,975 | -$4,975 | $33,274 |
| 1000 FreePort McMoran w/Calls | P | 2013-02-26 | 2021-02-19 | $28,299 | -$3,340 | -$3,340 | $31,639 |
| 3000 FreePort McMoran w/Calls | P | 2013-02-26 | 2021-02-19 | $84,897 | -$9,603 | -$9,603 | $94,500 |
| 5000 FreePort McMoran w/Calls | P | 2015-03-27 | 2021-02-19 | $141,495 | $46,495 | $46,495 | $95,000 |
| 3000 Vale, SA w/Calls | P | 2013-04-17 | 2021-03-04 | $51,029 | $9,869 | $9,869 | $41,160 |
| 1800 Clean Energy Fuels w/Calls | P | 2014-03-12 | 2021-03-19 | $21,779 | $19 | $19 | $21,760 |
| 8200 Clean Energy Fuels w/Calls | P | 2014-03-21 | 2021-03-19 | $99,216 | $483 | $483 | $98,733 |
| 2500 Clean Energy Fuels w/Calls | P | 2014-12-18 | 2021-03-19 | $30,249 | $7,749 | $7,749 | $22,500 |
| 7500 Clean Energy Fuels w/Calls | P | 2014-12-19 | 2021-03-19 | $90,746 | $23,246 | $23,246 | $67,500 |
| 2000 Acadia Healthcare Co, Inc w/Calls | P | 2016-08-02 | 2021-03-19 | $107,499 | $4,505 | $4,505 | $102,994 |
| 100 CVR Partners, LP | P | 2014-06-11 | 2021-04-05 | $4,900 | -$10,675 | -$10,675 | $15,575 |
| 100 CVR Partners, LP | P | 2014-06-11 | 2021-04-05 | $4,900 | -$10,675 | -$10,675 | $15,575 |
| 500 CVR Partners, LP | P | 2016-09-16 | 2021-04-05 | $24,500 | -$500 | -$500 | $25,000 |
| 1300 CVR Partners, LP | P | 2019-11-18 | 2021-04-05 | $63,722 | $27,972 | $27,972 | $35,750 |
| 1000 WisdomTree Emerging Market ETF | P | 2014-01-29 | 2021-04-16 | $45,499 | -$852 | -$852 | $46,351 |
| 1000 WisdomTree Emerging Market ETF | P | 2014-01-29 | 2021-04-16 | $45,499 | -$852 | -$852 | $46,351 |
| 3000 US Concrete, Inc w/Calls | P | 2019-12-13 | 2021-04-16 | $178,498 | $58,498 | $58,498 | $120,000 |
| 429 Bank Of America Corp w/Calls | P | 2008-03-03 | 2021-04-16 | $16,821 | -$7,641 | -$7,641 | $24,462 |
| 1071 Bank Of America Corp w/Calls | P | 2018-06-22 | 2021-04-16 | $41,993 | $10,934 | $10,934 | $31,059 |
| 500 Proshares Trust ETF | P | 2009-10-09 | 2021-04-21 | $8,795 | -$15,583 | -$15,583 | $24,378 |
| 20000 SandRidge Mississippian Trust | P | 2012-10-03 | 2021-06-14 | $4,007 | -$281,933 | -$281,933 | $285,940 |
| 25 American Intl Group, Inc | P | 2007-11-08 | 2021-09-07 | $1,387 | -$26,146 | -$26,146 | $27,533 |
| 9760 Equitrans Midstream Corp w/Calls | P | 2020-06-17 | 2021-10-15 | $99,841 | $14,148 | $14,148 | $85,693 |
| 240 Equitrans Midstream Corp w/Calls | P | 2020-06-19 | 2021-10-15 | $2,455 | $175 | $175 | $2,280 |
| 30 Sorrento Therapeutics Calls Dec 10's | P | 2021-08-11 | 2021-12-17 | $3,880 | $3,880 | $3,880 | |
| 30 Cano Health, Inc Calls Nov 17.50's | P | 2021-09-16 | 2021-11-19 | $3,430 | $3,430 | $3,430 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $123,662 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $396,711 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,872 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,872 | SubtotalAmt |
| Tax Based On Investment Income | $1,872 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $634 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $634 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6 | EsPenaltyAmt |
| Tax Due | $1,244 | 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 | 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 | $60,000 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,138,798 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $239,373 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $634 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,378,805 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,378,805 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,682 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,328,123 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $166,406 | 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 | $124,530 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $124,530 | 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 | $166,406 | CurrentYearAmt |
| Year1 | $102,569 | Year1Amt |
| Year2 | $55,883 | Year2Amt |
| Year3 | $111,816 | Year3Amt |
| Total | $436,674 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $141,445 | CurrentYearAmt |
| Year1 | $87,184 | Year1Amt |
| Year2 | $47,501 | Year2Amt |
| Year3 | $95,044 | Year3Amt |
| Total | $371,174 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $124,530 | CurrentYearAmt |
| Year1 | $118,229 | Year1Amt |
| Year2 | $127,073 | Year2Amt |
| Year3 | $128,558 | Year3Amt |
| Total | $498,390 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $124,530 | CurrentYearAmt |
| Year1 | $118,229 | Year1Amt |
| Year2 | $127,073 | Year2Amt |
| Year3 | $128,558 | Year3Amt |
| Total | $498,390 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $110,937 | CurrentYearAmt |
| Year1 | $63,380 | Year1Amt |
| Year2 | $68,991 | Year2Amt |
| Year3 | $74,544 | Year3Amt |
| Total | $317,852 | 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 (24 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 | $1,500 |
| 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 | $1,500 |
| 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 | $2,500 |
| 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 | $25,000 |
| SKYLINE CHURCH INC | |||||
| 1901 N DOUGLAS | OKLAHOMA CITY | OK | 73106 | PROGRAMS | $2,600 |
| UPWARD TRANSITIONS | |||||
| 1134 W MAIN | OKLAHOMA CITY | OK | 73106 | PROGRAMS | $1,000 |
| HOPE HOUSE OKC | |||||
| 6608 N WESTERN AVE | OKLAHOMA CITY | OK | 73116 | PROGRAMS | $7,500 |
| COALITION OF OKLAHOMA BREASTFEEDING | |||||
| 720 WEST WILSHIRE | OKLAHOMA CITY | OK | 73116 | PROGRAMS | $1,000 |
| SOUTHEASTERN OKLA STATE UNIV | |||||
| 425 W UNIVERSITY BLVD | DURANT | OK | 74701 | PROGRAMS | $1,000 |
| CROSS POINT CAMP RETREAT | |||||
| P O BOX 1470 | KINGSTON | OK | 73439 | PROGRAMS | $10,000 |
| EDMOND MEMORIAL HIGH SCHOOL | |||||
| 1000 EAST 15TH STREET | EDMOND | OK | 73013 | PROGRAMS | $500 |
| GREATER OKC ALUMNAE PANHELLENIC | |||||
| P O BOX 720723 | OKLAHOMA CITY | OK | 73172 | PROGRAMS | $1,500 |
| CENTENARY UNITED METHODIST CHURCH | |||||
| 704 SW D AVENUE | LAWTON | OK | 73501 | PROGRAMS | $1,000 |
| LUCKY LAB RESCUE | |||||
| 10594 N 150 E | LEWISVILLE | IN | 47352 | PROGRAMS | $1,000 |
| THE NATIONAL WORLD WAR II MUSEUM | |||||
| P O BOX 758571 | TOPEKA | KS | 66675 | PROGRAMS | $1,000 |
| FREE TO LIVE | |||||
| P O BOX 5884 | EDMOND | OK | 73083 | PROGRAMS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $102,600 | 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 | $22 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $32,767 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $170 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $123,662 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $156,621 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $156,621 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| LARRY H LEMON | ||||||
| 1 | 11300 RUNNING DEER COURT | EDMOND | OK | 730138344 | $130,000 | Yes (X) |
| MARTHA JEAN LEMON | ||||||
| 2 | 11300 RUNNING DEER COURT | EDMOND | OK | 730138344 | $125,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $825 | Amt |
| Net Investment Income | $825 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $825 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $825 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (97 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Adapthealth Corp | $105,480 | $73,380 |
| Adapthealth Corp | $57,997 | $48,920 |
| Air Lease, Inc | $88,000 | $88,460 |
| Antares Pharma, Inc | $52,000 | $71,400 |
| Astrazeneca, PLC | $54,800 | $58,250 |
| B2 Gold Corp | $30,000 | $19,650 |
| Biodelivery Science Intl, Inc | $48,000 | $31,000 |
| BlueKnight Energy Partners | $7,074 | $33,000 |
| BlueKnight Energy Partners | $50,606 | $33,000 |
| BlueKnight Energy Partners | $44,000 | $3,957 |
| BlueKnight Energy Partners | $10,800 | $29,043 |
| Cassava Sciences, Inc | $150,000 | $131,100 |
| Collegium Pharmaceutical, Inc | $45,500 | $18,680 |
| Collegium Pharmaceutical, Inc | $41,200 | $37,360 |
| Collegium Pharmaceutical, Inc | $17,600 | $37,360 |
| Cyberoptics Corp | $5,100 | $9,300 |
| Daqo New Energy Corp | $87,000 | $80,640 |
| Daqo New Energy Corp | $70,000 | $40,320 |
| Daqo New Energy Corp | $99,200 | $40,320 |
| Energy Transfer | $32,500 | $41,150 |
| Euroseas, Ltd | $98,250 | $74,730 |
| EXP World Holdings, Inc | $119,250 | $101,070 |
| Ford Motor Company | $43,800 | $103,850 |
| Ford Motor Company | $78,737 | $145,390 |
| Ford Motor Company | $37,500 | $62,310 |
| Franklin Income Trust | $92,500 | $90,900 |
| Geo Group, Inc | $77,500 | $38,750 |
| Geo Group, Inc | $52,500 | $38,750 |
| Gilead Sciences, Inc | $82,539 | $72,610 |
| Gilead Sciences, Inc | $63,850 | $72,610 |
| Guggenheim Strategic Oppor. Fund | $40,890 | $54,960 |
| Guggenheim Strategic Oppor. Fund | $58,260 | $36,640 |
| Infusystem Holdings, Inc | $54,583 | $51,090 |
| Intel Corp | $104,790 | $103,000 |
| Magellan Midstream Partners | $74,000 | $92,880 |
| Marathon Petroleum Corp | $106,872 | $127,980 |
| MEI Pharma, Inc | $30,185 | $26,700 |
| NetGear, Inc | $117,000 | $87,630 |
| Paysign, Inc | $49,205 | $8,000 |
| Renewable Energy Group | $58,500 | $42,440 |
| Renewable Energy Group | $50,000 | $42,440 |
| Sangamo Therapeutics, Inc | $61,000 | $37,500 |
| Salesforce.com | $219,148 | $254,130 |
| Sorrento Therapeutics, Inc | $72,500 | $46,500 |
| Taiwan SemiConductor | $119,000 | $120,310 |
| Titan Medical, Inc | $30,000 | $12,502 |
| Triton International, Ltd | $50,000 | $60,230 |
| Uniqure B.V. | $110,796 | $82,960 |
| Viking Therapeutics, Inc | $20,000 | $36,800 |
| Viking Therapeutics, Inc | $46,400 | $9,200 |
| Wheaton Precious Metals | $40,500 | $42,930 |
| Cano Helath, Inc | $32,700 | $26,730 |
| Cara Therapeudics | $29,200 | $24,360 |
| MEI Pharma, Inc | $14,850 | $13,350 |
| Opko Health, Inc | $17,750 | $24,050 |
| Sorrento Therapeutics, Inc | $27,900 | $13,950 |
| Trulieve Cannabis Corp | $100,500 | $78,030 |
| ACADIA HEALTHCARE CO INC | ||
| AMERICAN INTERNATIONAL GROUP | ||
| BANK OF AMERICA CORP | ||
| BANK OF AMERICA CORP | ||
| CLEAN ENERGY FUELS CORP | ||
| CLEAN ENERGY FUELS CORP | ||
| CVR PARTNERS LP | ||
| CVR PARTNERS LP | ||
| CVR PARTNERS LP | ||
| CVR PARTNERS LP | ||
| EQUITANS MIDSTREAM CORP | ||
| EQUITANS MIDSTREAM CORP | ||
| EQUITANS MIDSTREAM CORP | ||
| FREEPORT-MCMORAN COPPER & GOLD | ||
| FREEPORT-MCMORAN COPPER & GOLD | ||
| FREEPORT-MCMORAN COPPER & GOLD | ||
| FREEPORT-MCMORAN COPPER & GOLD | ||
| GULFPORT ENERGY CORP | ||
| GULFPORT ENERGY CORP | ||
| GULFPORT ENERGY CORP | ||
| MASTERCRAFT BOAT HOLDINGS | ||
| MASTERCRAFT BOAT HOLDINGS | ||
| MASTERCRAFT BOAT HOLDINGS | ||
| PROSHARES REASURY | ||
| SANDRIDGE MISSISSIPPIAN TRUST | ||
| SANDRIDGE MISSISSIPPIAN TRUST | ||
| SANDRIDGE MISSISSIPPIAN TRUST | ||
| SANDRIDGE MISSISSIPPIAN TRUST | ||
| SANDRIDGE MISSISSIPPIAN TRUST | ||
| SANDRIDGE MISSISSIPPIAN TRUST | ||
| SANDRIDGE MISSISSIPPIAN TRUST | ||
| SANDRIDGE MISSISSIPPIAN TRUST | ||
| SANDRIDGE MISSISSIPPIAN TRUST | ||
| SANDRIDGE MISSISSIPPIAN TRUST | ||
| ULTRA CLEAN HOLDINGS | ||
| U.S. CONCRETE, INC | ||
| VALE S.A. | ||
| VALE S.A. | ||
| WISDOMTREE EMERG MKTS ETF | ||
| WISDOMTREE EMERG MKTS ETF |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FORGEIN TAX WITHHELD | Desc |
| BOY Book Value | $559 | BOYBookValueAmt |
| EOY Book Value | $634 | EOYBookValueAmt |
| EOYFMV | $634 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPTION INCOME FOR 2022 | Desc |
| Amt | $52,794 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $170 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $20,836 | Amt |
| Net Investment Income | $20,836 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $20,836 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $20,836 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2020 IRS INCOME TAXES | CategoryTxt |
| Amt | $269 | Amt |
| Net Investment Income | $269 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $269 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $269 | DisbursementsCharitablePrpsAmt |
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