MARK C LEMONS FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MARK C LEMONS FOUNDATION (EIN 95-4712282)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202113199349103221
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- 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 | 2021-11-15T10:53:05-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 NO 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 | 2021-11-15 | 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 | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $9,135,076 | 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 | $256,202 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $185,096 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $185,096 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $103,296 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,533,645 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $103,296 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $54,236 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $54,236 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $598,830 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $342,628 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $35,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,750 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $33,250 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,080 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,080 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $25,641 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $768 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,777 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $58,251 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $58,191 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $60 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $134,972 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $71,709 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $41,167 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $300,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $300,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $435,572 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $71,709 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $341,767 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $163,258 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $270,919 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,157 | CashBOYAmt |
| Cash EOY | $1,497 | CashEOYAmt |
| Cash EOYFMV | $1,497 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $717,200 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $730,225 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $730,225 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $310 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $310 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $310 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $1,923,335 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,203,508 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,936,122 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,819,806 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,686,253 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,016,034 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,174,312 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,147,025 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,439,719 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,169 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $11,169 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,642,120 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,779,987 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,135,076 | 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 | $6,642,120 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,779,987 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,642,120 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,779,987 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,642,120 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,779,987 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,642,120 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $163,258 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,805,378 | SubtotalAmt |
| Other Decreases | $25,391 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,779,987 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| RBC 461 | $49,945 | $67,865 | -$17,920 | -$17,920 | |
| RBC 461 | $363,786 | $213,015 | $150,771 | $150,771 | |
| RBC 351 | $235,957 | $319,401 | -$83,444 | -$83,444 | |
| RBC 449 | $14,451 | $16,221 | -$1,770 | -$1,770 | |
| RBC 449 | $100,508 | $48,829 | $51,679 | $51,679 | |
| RBC 469 | $77,676 | $75,567 | $2,109 | $2,109 | |
| RBC 469 | $237,038 | $238,113 | -$1,075 | -$1,075 | |
| RBC 566 | $484,614 | $450,000 | $34,614 | $34,614 | |
| RBC697 | $852,646 | $883,602 | -$30,956 | -$30,956 | |
| RBC 697 | $112,132 | $114,960 | -$2,828 | -$2,828 | |
| MWREIF PNP | $180 | $180 | $180 | P | |
| RMA CORE PLUS RE FUND | $710 | -$710 | -$710 | P | |
| CAPITAL GAINS DIVIDEND | $176 | $176 | $176 | P | |
| CAPITAL GAINS DIVIDEND | $167 | $167 | $167 | P | |
| RBC 469 US CONCRETE | $2,109 | $2,066 | $43 | $43 | |
| RBC 469 MGM RESORTS CONTRA | $2,260 | $2,260 | $2,260 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $103,296 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,766 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,766 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,766 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $25 | EsPenaltyAmt |
| Overpayment | $2,009 | OverpaymentAmt |
| Applied To ES Tax | $2,009 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARK C LEMONS | IndividualWithBooksNm |
| Phone | 3108287547 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GIVEN CO 3029 WILSHIRE BLVD STE | AddressLine1Txt |
| Address Line2 | 200 | AddressLine2Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK C LEMONS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3029 WILSHIRE BLVD STE 200 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 15.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | 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 | $5,994,629 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $712,755 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,359,195 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,066,579 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,066,579 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $120,999 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,945,580 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $397,279 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $397,279 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,766 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,766 | TotalTaxAmt |
| Distributable Before Adj | $393,513 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $393,513 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $393,513 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $341,767 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $341,767 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $341,767 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $393,513 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $85,747 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $341,767 | QualifyingDistributionsAmt |
| Applied To Year1 | $85,747 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $256,020 | 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 | $137,493 | 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 (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| FORMAN SCHOOL | |||||||
| PO BOX 80 | LITCHFIELD | CT | 067590080 | PUBLIC CHARITY | EDUCATION | $20,000 | |
| LA BLANCA SCHOOL | |||||||
| 14125 PALOMA DRIVE | SANTA BARBARA | CA | 93110 | EDUCATIONAL | GENERAL SUPPORT | $40,000 | NONE |
| PARK CITY COMMUNITY FDN | |||||||
| PO BOX 681499 | PARK CITY | UT | 84068 | PUBLIC CHARITY | GENERAL SUPPORT | $135,000 | NONE |
| SOUTHERN CALIFORNIA PGA FOUNDATION | |||||||
| 3333 CONCOURS ST BLDG 2 STE 2100 | ONTARIO | CA | 91764 | PUBLIC CHARITY | GENERAL SUPPORT | $11,000 | NONE |
| TGR FOUNDATION | |||||||
| 121 INNOVATION DR STE 150 | IRVINE | CA | 92617 | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 | |
| THACHER SCHOOL | |||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | PUBLIC CHARITY | EDUCATIONAL | $39,100 | NONE |
| SANTA BARBARA COMMUNITY COLLEGE | |||||||
| 721 CLIFF DRIVE | SANTA BARBARA | CA | 93109 | PUBLIC CHARITY | EDUCATIONAL | $10,000 | NONE |
| PAGE YOUTH CENTER | |||||||
| 4540 HOLLISTER AVENUE | SANTA BARBARA | CA | 93110 | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 | NONE |
| ARTS MENTORSHIP PROGRAM | |||||||
| 531 E COTA ST | SANTA BARBARA | CA | 93103 | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 | NONE |
| FIRST TEE CENTRAL COAST | |||||||
| PO BOX 6261 | SANTA BARBARA | CA | 93160 | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 | NONE |
| JOHN TRACY CLINIC | |||||||
| 2160 WEST ADAMS BLVD | LOS ANGELES | CA | 90018 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | NONE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $300,600 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $185,096 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54,236 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $103,296 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $342,628 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $342,628 | 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 | $256,202 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $16,080 | Amt |
| Net Investment Income | $11,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,080 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RBC 351 FIXED INCOME | $642,847 | $883,449 |
| RBC 449 FIXED INCOME | $48,595 | $65,745 |
| RBC 469 TAXABLE FIXED INCOME | $844,811 | $904,150 |
| RBC 566 - RBC ABSOLUTE RETURN BARRIER NOTE | $150,000 | $162,690 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RBC 449 INTERNATIONAL EQUITIES | $136,810 | $194,907 |
| RBC 449 US EQUITIES | $454,956 | $1,405,006 |
| RBC 461 AMERICAN CAMPUS COMM | $19,156 | $23,139 |
| RBC 461 AMERICOLD REALTY | $18,538 | $24,787 |
| RBC 461 CAMDEN PROPERTY TRUST | $11,436 | $9,892 |
| RBC 461 INTERNATIONAL EQUITIES | $80,557 | $113,621 |
| RBC 461 US EQUITIES | $626,671 | $1,053,298 |
| RBC 697 INTERNATIONAL EQUITIES | $63,626 | $91,424 |
| RBC 697 US EQUITIES | $791,758 | $1,020,048 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 4C GPS 1 LP | AT COST | $399,987 | $399,987 |
| 4C GPS 3 LP | AT COST | $41,579 | $41,579 |
| IRONWOOD MULTI-STRATEGY | AT COST | $454,874 | $485,284 |
| MWFEIF IV HOLDINGS LLC | AT COST | $308,238 | $308,902 |
| RBC 351 GATEWAY TR | AT COST | $337,539 | $430,808 |
| RBC 351 SARATOGA ADVANTAGE | AT COST | $100,000 | $91,197 |
| RBC 449 HOST HOTELS & RESORTS | AT COST | $17,398 | $16,093 |
| RBC 461 AMERICAN TOWER | AT COST | $23,160 | $54,993 |
| RBC 461 CYRUSONE | AT COST | $10,821 | $33,283 |
| RBC 461 VICI PROPERTIES | AT COST | $47,552 | $58,293 |
| RBC 566 - RBC ABSOLUTE RETURN BARRIER NOTE | AT COST | $350,000 | $351,400 |
| RMA CORE PLUS RE FUND I-R LLC | AT COST | $55,877 | $167,900 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PRNSHP DISTRIB RECEIVED 2021 4CGPS 1 | $10,116 | $10,116 |
| PRNSHP DISTRIB RECEIVED 2021 4CGPS 3 | $1,053 | $1,053 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS ADJUSTMENTS | Desc |
| Amt | $25,391 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $60 | $0 | $60 |
| RBC ADR, PROGRAM, AND MISC FEES | $32,131 | $32,131 | $0 |
| SCH K-1 PASS-THRU MWREIF IV HOLDINGS | $5,700 | $5,700 | $0 |
| 4C GPS 1 LP | $8,000 | $8,000 | $0 |
| 4C GPS 3 LP | $832 | $832 | $0 |
| RMA CORE PLUS RE FUND - ORDINARY LOSS/EXPENSES (SCH K-1) | $3,506 | $3,506 | $0 |
| RMA CORE PLUS RE FUND - SEC 1231 LOSS | $8,022 | $8,022 | $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 | $49,129 | $49,129 | $49,129 |
| 4CGPS 3 LP GUARANTEED PAYMENT | $5,107 | $5,107 | $5,107 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $818 | $622 | $0 |
| FEDERAL | $21,900 | $0 | $0 |
| PAYROLL TAXES | $2,923 | $146 | $2,777 |
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