2020-07-06T21:12:25-07:00 2019-12-31 371420474 Fontanello Duffield & Otake LLP 44 Montgomery Street Suite 1305 San Francisco CA 94104 990PF 2019-01-01 954643623 The Lemmon Foundation LEMM 3108047624 44 Montgomery Street San Francisco CA 94104 Courtney N Lemmon President 2020-07-06 false Michael Fontanello P01471027 4159830200 2019 2021-04-22 16:20:28Z X 1745808 X X 33905 33905 61050 165026 61050 16 94971 94955 44987 44987 2684 2684 3815 3815 7296 6027 1269 1376 1795 85 1710 61953 6112 54465 75488 75488 137441 6112 129953 -42470 88843 4432 75709 29171 29171 258768 265897 265897 908499 1163115 1163115 122953 104974 104974 155960 182651 182651 1526321 1745808 1745808 637 635 637 635 X 1525684 1525684 1745173 1526321 1745808 1525684 -42470 261959 1745173 1745173 Sales of Publicly Traded Securities P 2012-12-12 2019-12-12 165026 103976 61050 61050 61050 false 84629 1605211 0.05272 85901 1529568 0.05616 67154 1431696 0.04691 85568 1451541 0.05895 73520 1467031 0.05012 0.264851 0.052970 1601407 84827 888 85715 129953 X 888 888 888 1600 1600 X 712 712 false false false false false false false true true CA true false false false false true N/A Courtney N Lemmon 3108047624 44 Montgomery St Suite 1305 San Francisco CA 94104 false false false true true false false false false false false false false false false false false false false false false false Courtney N Lemmon 44 Montgomery St Suite 1305 San Francisco CA 94104 President 20.00 29000 15987 Peter McCrea 44 Montgomery St Suite 1305 San Francisco CA 94104 Trustee 0.20 0 NONE NONE 1564299 61495 0 1625794 0 1625794 24387 1601407 80070 80070 888 888 79182 79182 79182 129953 129953 888 129065 79182 1086 15013 11461 6920 34480 129953 0 79182 50771 85251 0 1086 84165 15013 11461 6920 50771 X Dream Catcher Farm Horse Sanctuary PO Box 9 Ravendale CA 96123 N/A PC Feed/program expenses 5000 Sheldrick Wildlife Trust One Indiana Square Ste 2800 Indianapolis IN 46204 N/A PC The management of Tsavo and wildlife generally in Kenya 8000 Orangutan Foundation International 824 S Wellesley Ave Los Angeles CA 90049 N/A PC Rescue orphan orangutans 10000 Wild Earth Allies 2 Wisconsin Circle 900 Chevy Chase MD 20815 N/A PC Asian elephants 10000 Green Forests Work 730 Rose St Lexington KY 40546 N/A PC RCPP Project 8000 National Butterfly Center 3333 Butterfly Park Mision TX 78572 N/A PC Materials & stipend 4488 Orang Utan Republik Foundation 2461 Santa Monica Blvd 828 Santa Monica CA 90404 N/A PC Wildlife protection 10000 Wildlife Conservation International 9901 Brodie Ln Ste 160 816 Austin TX 78748 N/A PC International elephant project 10000 Wild Earth Allies 2 Wisconsin Circle 900 Chevy Chase MD 20815 N/A PC Anti-poaching patrols and tree nurseries 10000 75488 14 33905 18 61050 Refunds 16 94955 16 94971 11a Refund of Expenses false false false false false false false false false false Bookkeeping 1400 0 0 1400 Tax Preparation 2415 0 0 2415 Microsoft, 2.4%, 12/14/25 25354 25354 Visa, 3.15%, 12/14/25 26432 26432 Apple Inc, 3.35%, 2/9/27 26630 26630 American Express, 3.3%, 5/3/27 26558 26558 JP Morgan Chase & Co, 195 Sh 27183 27183 PNC Financial Svcs Group,150 Sh 23945 23945 State Street Corp, 200 Sh 15820 15820 Colgate-Palmolive Co, 150 Sh 10322 10322 Costco Wholesale Corp, 75 Sh 22044 22044 Pepsico Inc, 185 Sh 25284 25284 Nike Inc - B, 185 Sh 18742 18742 Omnicom Group Inc, 195 Sh 15799 15799 Ross Stores Inc, 175 Sh 20374 20374 Illinois Tool Works Inc, 70 Sh 12574 12574 United Parcel Service Inc-B, 100 Sh 11706 11706 3M Co, 100 Sh 17642 17642 AptarGroup Inc, 125 Sh 14453 14453 Accenture PLC Ireland, 160 Sh 33691 33691 Cisco Systems Inc, 270 Sh 12949 12949 Microsoft Corp, 400 Sh 63080 63080 Oracle Corp, 425 Sh 14834 14834 Becton, Dickinson and Co, 100 Sh 27197 27197 Johnson & Johnson, 185 Sh 15316 15316 Medtronic Plc, 175 Sh 19287 19287 Stryker Corp, 100 Sh 20994 20994 Apache Corp, 300 Sh 7677 7677 ConocoPhillips, 300 Sh 19509 19509 Automatic Data Processing Inc, 145 Sh 24723 24723 Apple Inc, 293 Sh 55794 55794 American Express Co, 125 Sh 15561 15561 Union Pacific Corp 155 Sh 28022 28022 US Bancorp, 475 Sh 28163 28163 PPG Industries, 100 Sh 12014 12014 Visa Inc -Class A, 160 Sh 30064 30064 Alphabet Inc CL-C, 25 Sh 33426 33426 Alphabet Inc/CA CL-A, 10 Sh 13394 13394 Church & Dwight Co, 140 Sh 9848 9848 Comcast Corp-A, 600 Sh 26982 26982 Dollar Gen Corp, 100 Sh 15598 15598 Hubbell Inc-B, 160 Sh 23651 23651 Merck & Co Inc., 200 Sh 18190 18190 Autozone Inc, 10 Sh 11913 11913 Starbucks Corp, 160 Sh 14067 14067 Hershey Co, 100 Sh 14698 14698 Discover Financial Svc, 150 Sh 12723 12723 Northern Trust Co, 200 Sh 21248 21248 UnitedHealth Group, 110 Sh 32338 32338 Lauder Estee Cos Inc, 55 Sh 11360 11360 Marsh McLennan Inc, 130 Sh 14483 14483 Schein Henry Inc, 150 Sh 11009 11009 Danaher Corp, 100 Sh 15348 15348 Te Connectivity Ltd, 120 Sh 11501 11501 Booking Holdings Inc, 6 Sh 12322 12322 Clorox Co, 65 Sh 9980 9980 Deere Co, 70 Sh 12128 12128 Donaldson Co, 295 Sh 16998 16998 Verizon Communications Inc, 245 Sh 15043 15043 Sysco Corp, 145 Sh 12403 12403 MT Bank Corp, 90 Sh 15278 15278 Truist Finl Corp, 220 Sh 12390 12390 Cemer Corporation, 155 Sh 11375 11375 Varian Med Sys Inc, 95 Sh 13491 13491 Waters Corp, 60 Sh 14019 14019 Cummins Inc, 55 Sh 9843 9843 Expeditors Intl Wash, 130 Sh 10143 10143 Analog Devices Inc, 90 Sh 10696 10696 Avery Dennison Corp, 80 Sh 10466 10466 265897 265897 Walden Small Cap, 3,038.506 Sh FMV 67656 67656 Walden International Eq, 2,433 Sh FMV 28702 28702 Vanguard Inflation Prot, 3,259.052 Sh FMV 86293 86293 Bank Fees 85 85 Dues and Subscriptions 750 750 Filing Fees 60 60 Payroll processing Fees 900 900 Refunds 16 Payroll Taxes Payable 637 635 Investment Consulting 6027 6027 0 0 Website Consulting 1269 0 0 1269 Excise Tax 1376