MARK C LEMONS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MARK C LEMONS FOUNDATION (EIN 95-4712282)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202003219349102720
- Schema version
- 2019v5.1
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T11:00:49-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER GOLDBERG | PreparerPersonNm |
| PTIN | P00020952 | PTIN |
| Phone | 3108287547 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.63.82.150 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-11 | IPDt |
| IP Tm | 19:09:32 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A321294CE95BA6A6CCFC4948B73E4CECBE996DED | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,163,845 | 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 | $236,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $180,872 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $180,872 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $58,008 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $11,580 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $58,008 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $111,003 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,422,298 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $111,003 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $50,414 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $50,411 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $636,297 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $353,866 | 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 | $17,619 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,619 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $24,550 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,735 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,543 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50,082 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $49,942 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $140 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $127,251 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $65,427 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $41,552 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $322,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $322,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $449,251 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $65,427 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $363,552 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $187,046 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $288,439 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,405 | CashBOYAmt |
| Cash EOY | $7,157 | CashEOYAmt |
| Cash EOYFMV | $7,157 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $726,150 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $717,200 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $717,200 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $310 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $310 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $310 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $1,846,114 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,923,335 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,166,367 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,812,877 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,819,806 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,946,025 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,074,245 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,174,312 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,326,786 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,479,101 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,642,120 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,163,845 | 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 | $6,479,101 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,642,120 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,479,101 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,642,120 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,479,101 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,642,120 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,479,101 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $187,046 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,666,147 | SubtotalAmt |
| Other Decreases | $24,027 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,642,120 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| RBC 461 | $76,549 | $85,409 | -$8,860 | -$8,860 | |
| RBC 461 | $80,869 | $46,649 | $34,220 | $34,220 | |
| RBC 449 | $52,584 | $52,745 | -$161 | -$161 | |
| RBC 697 | $773,847 | $733,106 | $40,741 | $40,741 | |
| RBC 697 | $230,425 | $191,355 | $39,070 | $39,070 | |
| RBC 469 | $9,197 | $9,097 | $100 | $100 | |
| RBC 469 | $198,294 | $192,934 | $5,360 | $5,360 | |
| OAKTREE CAPITAL GROUP LLC | $97 | $97 | $97 | P | |
| OAKTREE CAPITAL GROUP LLC | $17 | $17 | $17 | P | |
| MWREIF IV | $220 | $220 | $220 | P | |
| CAPITAL GAINS DIVIDENDS | $199 | $199 | $199 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $111,003 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $471,731 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,283,589 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.064766 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $384,760 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,953,619 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055332 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $315,747 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,345,624 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049758 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $269,029 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,380,160 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042166 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $221,432 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,478,295 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040420 | DistributionYr5Rt |
| Total Distribution | 0.252442 | TotalDistributionRt |
| Average Distribution | 0.050488 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,596,318 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $383,523 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,884 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $386,407 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $363,552 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,769 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,769 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,769 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,617 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,617 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $152 | TaxDueAmt |
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 | $5,675,272 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $694,282 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,342,444 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,711,998 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,711,998 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $115,680 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,596,318 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $379,816 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $379,816 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,769 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $8,041 | IncomeTaxAmt |
| Total Tax | $13,810 | TotalTaxAmt |
| Distributable Before Adj | $366,006 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $366,006 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $366,006 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $363,552 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $363,552 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $363,552 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $366,006 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $83,293 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $363,552 | QualifyingDistributionsAmt |
| Applied To Year1 | $83,293 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $280,259 | 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 | $85,747 | 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 (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHILDREN'S BUREAU | |||||||
| 1910 MAGNOLIA AVENUE | LOS ANGELES | CA | 900071220 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $15,000 |
| CITY OF LAFAYETTE AQUATICS | |||||||
| PO BOX 61812 | LAFAYETTE | LA | 705961812 | NONE | PUBLIC GOVERNMENTAL | GENERAL SUPPORT | $1,000 |
| EGYPTIAN THEATER | |||||||
| 328 MAIN STREET | PARK CITY | UT | 84060 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| FORMAN SCHOOL | |||||||
| PO BOX 80 | LITCHFIELD | CT | 067590080 | NONE | PUBLIC CHARITY | EDUCATION | $15,000 |
| LA BLANCA SCHOOL | |||||||
| 14125 PALOMA DRIVE | SANTA BARBARA | CA | 93110 | NONE | EDUCATIONAL | GENERAL SUPPORT | $15,000 |
| NATUREBRIDGE | |||||||
| 28 GEARY STREET - SUITE 650 | SAN FRANCISCO | CA | 94108 | NONE | PUBLIC CHARITY | OUTDOOR EDUCATION | $10,000 |
| PARK CITY COMMUNITY FDN | |||||||
| PO BOX 681499 | PARK CITY | UT | 84068 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $153,000 |
| PARK CITY DAY SCHOOL | |||||||
| 3120 PINEBROOK ROAD | PARK CITY | UT | 84098 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| PARK CITY PERFORMANCES | |||||||
| PO BOX 3119 | PARK CITY | UT | 84060 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $7,500 |
| ROD DEDEAUX FOUNDATION | |||||||
| 1430 S EASTMAN AVE | LOS ANGELES | CA | 90023 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $13,000 |
| SUMMIT LAND CONSERVANCY | |||||||
| PO BOX 1775 | PARK CITY | UT | 84060 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 |
| THACHER SCHOOL | |||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | NONE | PUBLIC CHARITY | EDUCATIONAL | $2,500 |
| USSSA FDN (SKI AND SNOWBOARD) | |||||||
| 1 VICTORY LAND | PARK CITY | UT | 84060 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| WESTMONT COLLEGE | |||||||
| 955 LA PAZ ROAD | SANTA BARBARA | CA | 93108 | NONE | EDUCATIONAL | GENERAL SUPPORT | $5,000 |
| YOUTH SPORTS ALLIANCE | |||||||
| 1665 BONANZA DRIVE | PARK CITY | UT | 84060 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $322,000 | 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 | $180,872 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $46,428 | UnrelatedBusinessTaxblIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $11,580 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $3 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,411 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $111,003 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $46,431 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $353,866 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $400,297 | 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 | $236,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $17,619 | Amt |
| Net Investment Income | $12,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,619 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RBC 566 - RBC ABSOLUTE RETURN BARRIER NOTE | $300,000 | $327,600 |
| RBC 469 TAXABLE FIXED INCOME | $805,395 | $836,164 |
| RBC 449 FIXED INCOME | $48,595 | $64,005 |
| RBC 351 FIXED INCOME | $665,816 | $718,256 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RBC 461 EQUINIX | $8,371 | $9,339 |
| RBC 697 US EQUITIES | $567,328 | $622,061 |
| RBC 697 SBA COMM | $17,087 | $17,351 |
| RBC 697 INTERNATIONAL EQUITIES | $17,767 | $16,179 |
| RBC 461 US EQUITIES | $589,594 | $1,013,650 |
| RBC 461 INTERNATIONAL EQUITIES | $55,430 | $69,455 |
| RBC 461 CAMDEN PROPERTY TRUST | $8,578 | $8,488 |
| RBC 461 AMERICOLD REALTY | $12,849 | $16,128 |
| RBC 461 AMERICAN CAMPUS COMM | $14,631 | $15,520 |
| RBC 449 US EQUITIES | $391,743 | $1,092,492 |
| RBC 449 INTERNATIONAL EQUITIES | $154,135 | $202,169 |
| RBC 351 INTERNATIONAL EQUITIES | $85,822 | $83,535 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RMA CORE PLUS RE FUND I-R LLC | AT COST | $153,071 | $153,071 |
| RBC 566 RBC BARRIER ENHANCED RETURN NOTE | AT COST | $150,000 | $156,420 |
| RBC 566 - RBC ABSOLUTE RETURN BARRIER NOTE | AT COST | $150,000 | $149,475 |
| RBC 461 CYRUSONE | AT COST | $14,212 | $37,295 |
| RBC 461 AMERICAN TOWER | AT COST | $31,635 | $76,990 |
| RBC 449 HOST HOTELS & RESORTS | AT COST | $14,510 | $16,695 |
| RBC 351 SARATOGA ADVANTAGE | AT COST | $100,000 | $99,578 |
| RBC 351 GLOBAL X FUNDS | AT COST | $69,448 | $55,160 |
| RBC 351 GATEWAY TR | AT COST | $332,989 | $401,895 |
| MWFEIF IV HOLDINGS LLC | AT COST | $281,193 | $281,193 |
| IRONWOOD MULTI-STRATEGY | AT COST | $422,373 | $444,785 |
| 4C GPS 3 LP | AT COST | $41,580 | $41,580 |
| 4C GPS 1 LP | AT COST | $399,987 | $399,987 |
| RBC 449 SIMON PROPERTY GROUP | AT COST | $13,314 | $12,662 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS ADJUSTMENTS | Desc |
| Amt | $24,027 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $65 | $0 | $65 |
| RBC ADR, PROGRAM, AND MISC FEES | $29,127 | $29,127 | $0 |
| CALIF REGISTRY CHARITABLE TRUST | $75 | $0 | $75 |
| SCH K-1 PASS-THRU MWREIF IV HOLDINGS | $8,513 | $8,513 | $0 |
| 4C GPS 1 LP | $8,000 | $8,000 | $0 |
| 4C GPS 3 LP | $611 | $611 | $0 |
| RMA CORE PLUS RE FUND - ORDINARY LOSS/EXPENSES (SCH K-1) | $3,658 | $3,658 | $0 |
| OAKTREE CAPITAL SCH K-1 | $33 | $33 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OAKTREE CAPITAL SCH K-1 | $5 | $5 | $5 |
| 4CGPS 1 LP GUARANTEED PAYMENT | $48,000 | $48,000 | $48,000 |
| OAKTREE CAPITAL SCH K-1 | $3 | $0 | $3 |
| 4CGPS 3 LP GUARANTEED PAYMENT | $2,406 | $2,406 | $2,406 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $1,061 | $1,601 | $0 |
| FEDERAL | $20,707 | $0 | $0 |
| PAYROLL TAXES | $2,677 | $134 | $2,543 |
| FRANCHISE TAX BOARD | $105 | $0 | $0 |
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