LEMON FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LEMON FAMILY FOUNDATION (EIN 73-1516391)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-13
- IRS object ID
- 202142569349100809
- Schema version
- 2020v4.0
- 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
- Other Assets Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-13T09:55:09-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-09-13 | 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 | 4053485200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $2,744,681 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $54 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $54 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $54 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $33,989 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,989 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $33,989 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$39,305 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,277,852 | GrossSalesPriceAmt |
| Net ST Capital Gain Adj Net Incm | $114,327 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Net Invst Incm | $14 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $14 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | -$5,262 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,057 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $148,384 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $14,374 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,374 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $14,374 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $14,374 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $355 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $355 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $355 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $355 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,729 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,729 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $14,729 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,729 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $103,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $103,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $118,229 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,729 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $14,729 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $118,229 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$123,491 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,328 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $133,655 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $240,446 | CashBOYAmt |
| Cash EOY | $147,745 | CashEOYAmt |
| Cash EOYFMV | $147,745 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,231,161 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,311,666 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,596,377 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $217 | OtherAssetsBOYAmt |
| Other Assets EOY | $559 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $559 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,471,824 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,459,970 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,744,681 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,471,824 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,459,970 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,471,824 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,459,970 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,471,824 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,459,970 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,471,824 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$123,491 | ExcessRevenueOverExpensesAmt |
| Other Increases | $111,637 | OtherIncreasesAmt |
| Subtotal | $3,459,970 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,459,970 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (53 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 30 Arena Pharma Calls Jan 65's | P | 2019-07-22 | 2020-01-17 | $22,048 | $2 | $22,046 | $22,046 |
| 15 Bank Of America Calls Mar 33's | P | 2019-11-14 | 2020-02-25 | $2,399 | $842 | $1,557 | $1,557 |
| 20 Wisdom Tree Calls March 45's | P | 2019-12-17 | 2020-03-20 | $2,499 | $1 | $2,498 | $2,498 |
| 20 Air Lease Corp Calls May 50's | P | 2019-12-18 | 2020-05-15 | $3,999 | $1 | $3,998 | $3,998 |
| 47 Newmont Mining Calls June 47's | P | 2020-02-06 | 2020-06-19 | $2 | -$2 | -$2 | |
| 10 Cyber-Ark Software Calls April 145's | P | 2020-02-10 | 2020-02-13 | $7,000 | $701 | $6,299 | $6,299 |
| 70 Barrick Gold Corp Calls June 24's | P | 2020-02-24 | 2020-06-19 | $3 | -$3 | -$3 | |
| 10 Gilead Sciences Calls May 80's | P | 2020-02-24 | 2020-05-15 | $2,750 | $2,750 | $2,750 | |
| 55 Exelisis Calls May 20's | P | 2020-04-14 | 2020-05-15 | $2 | -$2 | -$2 | |
| 30 Arena Pharma Calls July 70's | P | 2020-06-02 | 2020-07-17 | $6,749 | $1 | $6,748 | $6,748 |
| 10 Gilead Sciences Calls Aug 82.50's | P | 2020-06-05 | 2020-08-21 | $2,500 | $2,500 | $2,500 | |
| 100 Vale, SA Calls Aug 11's | P | 2020-07-13 | 2020-08-19 | $7,196 | $5,012 | $2,184 | $2,184 |
| 55 Mastercraft Boat Calls Oct 25's | P | 2020-07-22 | 2020-09-11 | $10,998 | $832 | $10,166 | $10,166 |
| 10 Cyber-Ark Software Calls Sept 120's | P | 2020-07-22 | 2020-09-18 | $9,629 | $1 | $9,628 | $9,628 |
| 50 Paysigns, Inc Calls Sept 10's | P | 2020-07-30 | 2020-09-18 | $3,998 | $2 | $3,996 | $3,996 |
| 20 Ultra Clean Holdings Calls Sept 30's | P | 2020-07-30 | 2020-09-18 | $3,999 | $1 | $3,998 | $3,998 |
| 30 Arena Pharma Calls Sept 70's | P | 2020-08-06 | 2020-09-18 | $1 | -$1 | -$1 | |
| 30 Fortress Transportation Calls Nov 18's | P | 2020-09-03 | 2020-11-20 | $1 | -$1 | -$1 | |
| 50 Akoustis Technologi Calls Dec 10's | P | 2020-09-28 | 2020-12-18 | $2 | -$2 | -$2 | |
| 10 Cyber-Ark Software Calls Dec 120's | P | 2020-10-05 | 2020-12-18 | $1 | -$1 | -$1 | |
| 100 Mastercraft Boat Calls Nov 22.50's | P | 2020-10-07 | 2020-11-20 | $12,496 | $4 | $12,492 | $12,492 |
| 5000 McDermott International, Inc | P | 2019-03-25 | 2020-02-10 | $205 | $34,250 | -$34,045 | -$34,045 |
| 44 Newmont Corp w/Calls | P | 2019-07-23 | 2020-06-02 | $2,136 | $1,758 | $378 | $378 |
| 3000 EQM Midstream Partners, LP | P | 2019-12-11 | 2020-06-17 | $64,270 | $74,100 | -$9,830 | -$9,830 |
| 10000 Title Shop Holdings, Inc | P | 2020-08-04 | 2020-10-23 | $38,200 | $18,501 | $19,699 | $19,699 |
| 2000 Wells Fargo & Co | P | 2020-07-09 | 2020-11-16 | $49,499 | $48,031 | $1,468 | $1,468 |
| 1000 OneOk, Inc | P | 2020-06-12 | 2020-11-18 | $33,269 | $30,975 | $2,294 | $2,294 |
| 500 Fortress Transportation w/Calls | P | 2020-06-11 | 2020-11-18 | $9,450 | $5,750 | $3,700 | $3,700 |
| 2500 Fortress Transportation w/Calls | P | 2020-06-11 | 2020-11-20 | $47,248 | $28,751 | $18,497 | $18,497 |
| 1100 Akoustis Technologies, Inc w/Calls | P | 2020-06-03 | 2020-12-17 | $11,549 | $8,756 | $2,793 | $2,793 |
| 3900 Akoustis Technologies, Inc w/Calls | P | 2020-06-03 | 2020-12-18 | $40,948 | $31,047 | $9,901 | $9,901 |
| 1000 Cyber-Ark Software, Ltd w/Calls | P | 2019-12-24 | 2020-12-18 | $125,127 | $116,503 | $8,624 | $8,624 |
| 1648 McDermott International, Inc | P | 2017-06-05 | 2020-02-10 | $68 | $37,997 | -$37,929 | -$37,929 |
| 412 McDermott International, Inc | P | 2017-08-21 | 2020-02-10 | $17 | $5,000 | -$4,983 | -$4,983 |
| 2060 McDermott International, Inc | P | 2017-08-22 | 2020-02-10 | $84 | $24,998 | -$24,914 | -$24,914 |
| 880 McDermott International, Inc | P | 2018-05-21 | 2020-02-10 | $36 | $19,800 | -$19,764 | -$19,764 |
| 15 Chesapeake Energy Corp | P | 2015-03-02 | 2020-05-12 | $169 | $49,324 | -$49,155 | -$49,155 |
| 25 Chesapeake Energy Corp | P | 2018-09-10 | 2020-05-12 | $282 | $20,350 | -$20,068 | -$20,068 |
| 10 Chesapeake Energy Corp | P | 2018-11-01 | 2020-05-12 | $113 | $7,100 | -$6,987 | -$6,987 |
| 2500 Exelixis, Inc w/Calls | P | 2018-06-12 | 2020-05-15 | $52,098 | $48,476 | $3,622 | $3,622 |
| 3000 Exelixis, Inc w/Calls | P | 2018-09-11 | 2020-05-15 | $62,518 | $54,001 | $8,517 | $8,517 |
| 2000 Newmont Corp w/Calls | P | 2012-03-28 | 2020-06-02 | $97,077 | $104,020 | -$6,943 | -$6,943 |
| 2000 Newmont Corp w/Calls | P | 2012-07-20 | 2020-06-02 | $97,077 | $90,602 | $6,475 | $6,475 |
| 656 Newmont Corp w/Calls | P | 2013-11-15 | 2020-06-02 | $31,841 | $22,423 | $9,418 | $9,418 |
| 1000 EQM Midstream Partners, LP | P | 2017-11-28 | 2020-06-17 | $21,423 | $66,450 | -$45,027 | -$45,027 |
| 2000 Barrick Gold Corp w/Calls | P | 2012-07-19 | 2020-06-19 | $49,998 | $70,199 | -$20,201 | -$20,201 |
| 2500 Barrick Gold Corp w/Calls | P | 2013-04-24 | 2020-06-19 | $62,498 | $45,541 | $16,957 | $16,957 |
| 2500 Barrick Gold Corp w/Calls | P | 2016-10-14 | 2020-06-19 | $62,498 | $39,501 | $22,997 | $22,997 |
| 500 Arena Pharma w/Calls | P | 2013-05-03 | 2020-09-18 | $36,649 | $38,483 | -$1,834 | -$1,834 |
| 1000 Arena Pharma w/Calls | P | 2013-07-19 | 2020-09-18 | $73,298 | $70,641 | $2,657 | $2,657 |
| 500 Arena Pharma w/Calls | P | 2012-01-30 | 2020-09-18 | $36,649 | $31,983 | $4,666 | $4,666 |
| 500 Arena Pharma w/Calls | P | 2013-05-03 | 2020-09-18 | $36,649 | $32,174 | $4,475 | $4,475 |
| 500 Arena Pharma w/Calls | P | 2013-07-19 | 2020-09-18 | $36,649 | $32,260 | $4,389 | $4,389 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$39,305 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $114,327 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $269 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $269 | SubtotalAmt |
| Tax Based On Investment Income | $269 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $996 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $996 | TotalPaymentsAndCreditsAmt |
| Overpayment | $727 | OverpaymentAmt |
| Refund | $727 | RefundAmt |
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 | $25,000 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,005,611 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $76,440 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $559 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,082,610 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,082,610 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,239 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,051,371 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $102,569 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $118,229 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $118,229 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $118,229 | AdjustedQualifyingDistriAmt |
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 | $102,569 | CurrentYearAmt |
| Year1 | $55,883 | Year1Amt |
| Year2 | $111,816 | Year2Amt |
| Year3 | $86,722 | Year3Amt |
| Total | $356,990 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $87,184 | CurrentYearAmt |
| Year1 | $47,501 | Year1Amt |
| Year2 | $95,044 | Year2Amt |
| Year3 | $73,714 | Year3Amt |
| Total | $303,443 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $118,229 | CurrentYearAmt |
| Year1 | $127,073 | Year1Amt |
| Year2 | $128,558 | Year2Amt |
| Year3 | $114,081 | Year3Amt |
| Total | $487,941 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $118,229 | CurrentYearAmt |
| Year1 | $127,073 | Year1Amt |
| Year2 | $128,558 | Year2Amt |
| Year3 | $114,081 | Year3Amt |
| Total | $487,941 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $63,380 | CurrentYearAmt |
| Year1 | $68,991 | Year1Amt |
| Year2 | $74,544 | Year2Amt |
| Year3 | $73,614 | Year3Amt |
| Total | $280,529 | 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 (18 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 | $1,000 |
| 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 | $1,000 |
| SOONER GOLDEN RETRIEVER RESCUE | |||||
| PO BOX 57139 | OKLAHOMA CITY | OK | 73157 | PROGRAMS | $1,000 |
| ARISE MINISTIRES | |||||
| 1808 DENA DRIVE | EDMOND | OK | 73003 | PROGRAMS | $4,000 |
| 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 |
| UNIVERSITY OF OKLAHOMA FOUNDTION | |||||
| 100 W TIMBERDELL RD ST 1 | NORMAN | OK | 73019 | PROGRAMS | $25,000 |
| 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 | $20,000 |
| SKYLINE CHURCH INC | |||||
| 1901 N DOUGLAS | OKLAHOMA CITY | OK | 73106 | PROGRAMS | $2,500 |
| UPWARD TRANSITIONS | |||||
| 1134 W MAIN | OKLAHOMA CITY | OK | 73106 | PROGRAMS | $1,000 |
| EMMANUEL EPISCOPAL CHURCH | |||||
| 501 N BROADWAY | SHAWNEE | OK | 74801 | PROGRAMS | $500 |
| CALVARY BAPTIST MINISTRIES | |||||
| P O BOX 834 | EUFAULA | OK | 74432 | PROGRAMS | $1,000 |
| WESTERN OAKS CHRISTIAN CHURCH | |||||
| 8100 N W 23RD | OKLAHOMA CITY | OK | 73127 | PROGRAMS | $1,000 |
| CROSS POINT CAMP RETREAT | |||||
| P O BOX 1470 | KINGSTON | OK | 73439 | PROGRAMS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $103,500 | 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 | $54 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $33,989 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$39,305 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$5,262 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$5,262 | 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 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FORGEIN TAX WITHHELD | Desc |
| BOY Book Value | $217 | BOYBookValueAmt |
| EOY Book Value | $559 | EOYBookValueAmt |
| EOYFMV | $559 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CAPITAL | Desc |
| Amt | $10,661 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $14,374 | Amt |
| Net Investment Income | $14,374 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $14,374 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $14,374 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2019 IRS INCOME TAXES | CategoryTxt |
| Amt | $355 | Amt |
| Net Investment Income | $355 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $355 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $355 | DisbursementsCharitablePrpsAmt |
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