MARK C LEMONS FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MARK C LEMONS FOUNDATION (EIN 95-4712282)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202223199349104887
- Schema version
- 2021v4.2
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T14:06:52-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-11-14 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER GOLDBERG | PreparerPersonNm |
| PTIN | P00020952 | PTIN |
| Phone | 3108287547 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $10,345,103 | 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 | $254,001 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $192,551 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $192,551 | DividendsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$5,928 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $270,219 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,171,114 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $232,555 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $26,119 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $26,119 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $742,890 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $451,225 | 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 | $14,640 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,070 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,070 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,495 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $963 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,745 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $64,999 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $59,371 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $130 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $118,134 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $68,154 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,195 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $378,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $378,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $496,634 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $68,154 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $420,695 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $246,256 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $383,071 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,497 | CashBOYAmt |
| Cash EOY | $105,370 | CashEOYAmt |
| Cash EOYFMV | $105,370 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $730,225 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,057,771 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,057,771 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $310 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $310 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $310 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $2,251,060 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,661,498 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,470,859 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,686,253 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,564,155 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,847,956 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,099,473 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,610,386 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,862,837 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $11,169 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,779,987 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,999,490 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,345,103 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $6,779,987 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,999,490 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,779,987 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,999,490 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,779,987 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,999,490 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,779,987 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $246,256 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,026,243 | SubtotalAmt |
| Other Decreases | $26,753 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,999,490 | 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 | 2021-01-01 | 2021-12-31 | $41,040 | $33,579 | $7,461 | $7,461 | |
| RBC 697 | 2020-01-01 | 2021-12-31 | $70,921 | $53,565 | $17,356 | $17,356 | |
| RBC 449 | 2021-01-01 | 2021-12-31 | $2,701 | $4,081 | -$1,380 | -$1,380 | |
| RBC 449 | 2020-01-01 | 2021-12-31 | $177,298 | $167,991 | $9,307 | $9,307 | |
| RBC461 | 2021-01-01 | 2021-12-31 | $120,961 | $105,618 | $15,343 | $15,343 | |
| RBC461 | 2020-01-01 | 2021-12-31 | $298,461 | $163,334 | $135,127 | $135,127 | |
| RBC 469 | 2021-01-01 | 2021-12-31 | $50,635 | $44,168 | $6,467 | $6,467 | |
| RBC469 | 2020-01-01 | 2021-12-31 | $185,812 | $178,559 | $7,253 | $7,253 | |
| RBC 566 | 2020-01-01 | 2021-12-31 | $173,801 | $150,000 | $23,801 | $23,801 | |
| MWREIF IV | 2020-01-01 | 2021-12-31 | $578 | $578 | $578 | P | |
| RMA CORE PLUS RE FUND | 2020-01-01 | 2021-12-31 | $298 | $298 | $298 | P | |
| RMA CORE PLUS RE FUND | 2020-01-01 | 2021-12-31 | $7,576 | $7,576 | $7,576 | P | |
| CAPITAL GAINS DIVIDENDS | $3,368 | $3,368 | $3,368 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $232,555 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,325 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,325 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,325 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,009 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $9,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,009 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $29 | EsPenaltyAmt |
| Overpayment | $5,655 | OverpaymentAmt |
| Applied To ES Tax | $5,655 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | $7,724,559 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $782,746 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,145,957 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,653,262 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,653,262 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $144,799 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,508,463 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $475,423 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $475,423 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,325 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $4,666 | IncomeTaxAmt |
| Total Tax | $9,991 | TotalTaxAmt |
| Distributable Before Adj | $465,432 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $465,432 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $465,432 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $420,695 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $420,695 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $465,432 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $137,493 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $420,695 | QualifyingDistributionsAmt |
| Applied To Year1 | $137,493 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $283,202 | 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 | $182,230 | 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 (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| APPLE ACADEMY FOUNDATION | |||||||
| 4750 HOLLISTER AVE | SANTA BARBARA | CA | 93110 | NONE | EDUCATIONAL | GENERAL SUPPORT | $15,000 |
| ARTS MENTORSHIP PROGRAM | |||||||
| 531 E COTA ST | SANTA BARBARA | CA | 93103 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| CHILDREN'S BUREAU | |||||||
| 1910 MAGNOLIA AVENUE | LOS ANGELES | CA | 900071220 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $20,000 |
| FIRST TEE CENTRAL COAST | |||||||
| PO BOX 6261 | SANTA BARBARA | CA | 93160 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| FORMAN SCHOOL | |||||||
| PO BOX 80 | LITCHFIELD | CT | 067590080 | PUBLIC CHARITY | EDUCATION | $20,000 | |
| LA BLANCA SCHOOL | |||||||
| 14125 PALOMA DRIVE | SANTA BARBARA | CA | 93110 | NONE | EDUCATIONAL | GENERAL SUPPORT | $7,500 |
| LAS MADRINAS | |||||||
| DEPARTMENT 6778 | LOS ANGELES | CA | 900846778 | NONE | PUBLIC CHARITY | AUTISM RESEARCH | $25,000 |
| NATIONAL CHARITY LEAGUE | |||||||
| PO BOX 1514 | SANTA BARBARA | CA | 93102 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $7,500 |
| NOTRE DAME HIGH SCHOOL | |||||||
| 13645 RIVERSIDE DR | SHERMAN OAKS | CA | 91423 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| PARK CITY COMMUNITY FDN | |||||||
| PO BOX 681499 | PARK CITY | UT | 84068 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $90,000 |
| ROD DEDEAUX FOUNDATION | |||||||
| 1430 S EASTMAN AVE | LOS ANGELES | CA | 90023 | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 | |
| SAN MARCOS HIGH SCHOOL | |||||||
| 4750 HOLLISTER AVE | SANTA BARABARA | CA | 93110 | EDUCATIONAL | GENERAL SUPPORT | $11,000 | |
| TGR FOUNDATION | |||||||
| 121 INNOVATION DR STE 150 | IRVINE | CA | 92617 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| THACHER SCHOOL | |||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | NONE | PUBLIC CHARITY | EDUCATIONAL | $75,000 |
| UNITED BOYS & GIRLS CLUB SB | |||||||
| PO BOX 1485 | SANTA BARBARA | CA | 93102 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| UNIVERSITY OF SOUTHERN CALIF | |||||||
| 1026 W 34TH ST | LOS ANGELES | CA | 90089 | NONE | PUBLIC CHARITY | GENERAL SUPPORT GOLF | $50,000 |
| USSSA FDN (SKI AND SNOWBOARD) | |||||||
| 1 VICTORY LAND | PARK CITY | UT | 84060 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $12,500 |
| WESTSIDE GUILD CHILDREN'S HOSPITAL | |||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $378,500 | 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 | $192,551 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | -$5,498 | UnrelatedBusinessTaxblIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$430 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,119 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $37,664 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $232,555 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $32,166 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $450,795 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $482,961 | 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 | $254,001 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $14,640 | Amt |
| Net Investment Income | $6,070 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,070 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | RMA CORE PLUS RE FUND | AssetDesc |
| Acquired | 2020-01 | AcquiredDt |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Sold | 2021-12 | SoldDt |
| Gross Sales Price | $37,664 | GrossSalesPriceAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $37,664 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RBC 351 FIXED INCOME | $642,522 | $880,714 |
| RBC 449 FIXED INCOME | $48,595 | $63,350 |
| RBC 469 TAXABLE FIXED INCOME | $873,038 | $903,892 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RBC 449 INTERNATIONAL EQUITIES | $132,743 | $241,510 |
| RBC 449 US EQUITIES | $599,976 | $1,982,844 |
| RBC 461 CAMDEN PROPERTY TRUST | $22,800 | $34,843 |
| RBC 461 EQUINIX INC | $42,795 | $46,521 |
| RBC 461 INTERNATIONAL EQUITIES | $176,442 | $209,224 |
| RBC 461 PROLOGIS | $22,304 | $28,790 |
| RBC 461 US EQUITIES | $762,337 | $1,456,781 |
| RBC 461 VICI PROPERTIES | $52,028 | $73,348 |
| RBC 697 INTERNATIONAL EQUITIES | $63,628 | $145,093 |
| RBC 697 US EQUITIES | $786,445 | $1,251,905 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| IRONWOOD MULTI-STRATEGY | AT COST | $484,437 | $532,760 |
| MWFEIF IV HOLDINGS LLC | AT COST | $168,414 | $192,338 |
| RBC 351 EASTERLY GL RE (SARATOGA ADV) | AT COST | $200,000 | $201,053 |
| RBC 351 GATEWAY TR | AT COST | $340,694 | $480,303 |
| RBC 449 SIMON PROPERTIES | AT COST | $13,314 | $13,580 |
| RBC 461 AMERICAN TOWER | AT COST | $28,532 | $77,513 |
| RBC 566 - RBC ABSOLUTE RETURN BARRIER NOTE | AT COST | $350,000 | $351,890 |
| RMA CORE PLUS RE FUND I-R LLC | AT COST | $24,995 | $13,400 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PRNSHP DISTRIB RECEIVED 2021 4CGPS 1 | $10,116 | $0 | $0 |
| PRNSHP DISTRIB RECEIVED 2021 4CGPS 3 | $1,053 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENTS AND MISCELLANEOUS | Desc |
| Amt | $26,753 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $130 | $0 | $130 |
| RBC ADR, PROGRAM, AND MISC FEES | $46,400 | $46,400 | $0 |
| MWREIF IV HOLDINGS - OTHER DEDUCTIONS (SCH K-1) | $4,575 | $4,575 | $0 |
| 4C GPS 1 LP | $5,984 | $5,984 | $0 |
| 4C GPS 3 LP | $622 | $622 | $0 |
| RMA CORE PLUS RE FUND - ORDINARY LOSS/EXPENSES (SCH K-1) | $930 | $930 | $0 |
| RMA CORE PLUS RE FUND - RE LOSS (SCH K-1) | $430 | $430 | $0 |
| RMA CORE PLUS RE | $5,498 | $0 | $0 |
| RMA CORE PLUS RE | $430 | $430 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| 4CGPS 1 LP GUARANTEED PAYMENT | $19,879 | $19,879 | $19,879 |
| 4CGPS 3 LP GUARANTEED PAYMENT | $6,240 | $6,240 | $6,240 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $740 | $740 | $0 |
| PAYROLL TAXES | $2,677 | $145 | $2,745 |
| STATE TAXES | $78 | $78 | $0 |
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