MARK C LEMONS FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MARK C LEMONS FOUNDATION (EIN 95-4712282)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-12
- IRS object ID
- 201933169349102278
- Schema version
- 2018v3.1
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-12T19:23:42-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-11-12 | 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 | 2019-11-12 | IPDt |
| IP Tm | 19:14:08 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 35FA7E0B56B5C00F73D437BD11CF3AA1DECB9A9C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A321294CE95BA6A6CCFC4948B73E4CECBE996DED | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,229,052 | 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 | $255,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $184,375 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $184,375 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $83,622 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $2,454 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $83,622 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $293,416 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,359,198 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $293,416 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $49,091 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $49,062 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $865,504 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $529,307 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $35,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,750 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $33,250 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,839 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,246 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,583 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $61,731 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $61,510 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $75 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $114,570 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $68,506 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $45,908 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $430,431 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $430,431 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $545,001 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $68,506 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $476,339 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $320,503 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $460,801 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,883 | CashBOYAmt |
| Cash EOY | $19,405 | CashEOYAmt |
| Cash EOYFMV | $19,405 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $363,876 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $726,150 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $726,150 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $310 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $310 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $310 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $1,922,874 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,846,114 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,476,813 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,865,622 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,812,877 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,738,099 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,993,019 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,074,245 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,268,275 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,147,584 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,479,101 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,229,052 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $6,147,584 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,479,101 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,147,584 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,479,101 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,147,584 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,479,101 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,147,584 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $320,503 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,014 | OtherIncreasesAmt |
| Subtotal | $6,479,101 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,479,101 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| MWREIF IV HOLDINGS LLC | P | $751 | $751 | $751 | |
| RBC 469 | $26,900 | $116 | $116 | $26,784 | |
| RBC 469 | $151,139 | $2,759 | $2,759 | $148,380 | |
| RBC 351 | $89,879 | -$10,191 | -$10,191 | $100,070 | |
| RBC 449 | $442,408 | $203,932 | $203,932 | $238,476 | |
| RBC 461 | P | $40,093 | -$5,366 | -$5,366 | $45,459 |
| RBC 461 | P | $231,770 | $23,851 | $23,851 | $207,919 |
| RBC 697 | P | $844,145 | -$32,638 | -$32,638 | $876,783 |
| RBC 697 | P | $171,396 | $49,485 | $49,485 | $121,911 |
| RBC 566 | P | $360,024 | $60,024 | $60,024 | $300,000 |
| OAKTREE CAPITAL | P | $96 | $96 | $96 | |
| OAKTREE CAPITAL | P | $595 | $595 | $595 | |
| CAPITAL GAINS DIVIDENDS | P | $2 | $2 | $2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $293,416 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $384,760 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,953,619 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055332 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $315,747 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,345,624 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049758 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $269,029 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,380,160 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042166 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $221,432 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,478,295 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040420 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $244,927 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,741,875 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042656 | DistributionYr5Rt |
| Total Distribution | 0.230332 | TotalDistributionRt |
| Average Distribution | 0.046066 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,283,589 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $335,526 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,608 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $340,134 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $476,339 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,608 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,608 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,608 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,225 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $7,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,225 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,617 | OverpaymentAmt |
| Applied To ES Tax | $5,617 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARK C LEMONS | IndividualWithBooksNm |
| Phone | 3108287547 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GIVEN CO 3029 WILSHIRE BLVD STE | AddressLine1Txt |
| Address Line2 | 200 | AddressLine2Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK C LEMONS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3029 WILSHIRE BLVD STE 200 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 20.00 | 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 | $5,592,200 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $425,939 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,376,368 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,394,507 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,394,507 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $110,918 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,283,589 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $364,179 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $364,179 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,608 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $14,104 | IncomeTaxAmt |
| Total Tax | $18,712 | TotalTaxAmt |
| Distributable Before Adj | $345,467 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $345,467 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $345,467 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $476,339 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $476,339 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,608 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $471,731 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $345,467 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $214,165 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $476,339 | QualifyingDistributionsAmt |
| Applied To Year1 | $214,165 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $262,174 | 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 | $83,293 | 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 (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | ||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| CAMP DEL CORAZON | ||||||
| 11615 HESBY STREET | NORTH HOLLYWOOD | CA | 916013620 | PUBLIC CHARITY | PUBLIC SUPPORT | $5,000 |
| CHILDREN'S BUREAU | ||||||
| 1910 MAGNOLIA AVENUE | LOS ANGELES | CA | 900071220 | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 |
| CITY OF LAFAYETTE AQUATICS | ||||||
| PO BOX 61812 | LAFAYETTE | LA | 705961812 | PUBLIC GOVERNMENTAL | GENERAL SUPPORT | $1,500 |
| ECKER HILL PTO | ||||||
| 2465 WEST KILBY RD | PARK CITY | UT | 84098 | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| EGYPTIAN THEATER | ||||||
| 328 MAIN STREET | PARK CITY | UT | 84060 | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| KELLY BRUSH FOUNDATION | ||||||
| THREE MAIN STREET 104 | BURLINGTON | VT | 05401 | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| PARK CITY COMMUNITY FDN | ||||||
| PO BOX 681499 | PARK CITY | UT | 84068 | PUBLIC CHARITY | GENERAL SUPPORT | $156,500 |
| PARK CITY DAY SCHOOL | ||||||
| 3120 PINEBROOK ROAD | PARK CITY | UT | 84098 | PUBLIC CHARITY | GENERAL SUPPORT | $42,690 |
| PARK CITY EDUCATION FDN | ||||||
| 2700 KEARNS BLVD | PARK CITY | UT | 84060 | PUBLIC CHARITY | GENERAL SUPPORT | $33,000 |
| PARK CITY HIGH SCHOOL | ||||||
| 1750 KEARNS BLVD | PARK CITY | UT | 84060 | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| SOUTHERN CALIFORNIA PGA FOUNDATION | ||||||
| 3333 CONCOURS ST BLDG 2 STE 2100 | ONTARIO | CA | 91764 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| SUMMITLAND CONSERVANCY | ||||||
| PO BOX 1775 | PARK CITY | UT | 84060 | PUBLIC CHARITY | GENERAL SUPPORT | $53,000 |
| TGR FOUNDATION | ||||||
| 121 INNOVATION DR STE 150 | IRVINE | CA | 92617 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| TRAILSIDE ELEMENTARY PTO | ||||||
| 5700 TRAILSIDE DR | PARK CITY | UT | 84098 | PUBLIC CHARITY | GENERAL SUPPORT | $3,241 |
| UNIVERSITY OF UTAH | ||||||
| 201 PRESIDENTS CIRCLE | SALT LAKE CITY | UT | 84112 | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| USSA FDN (SKI AND SNOWBOARD) | ||||||
| 1 VICTORY LAND | PARK CITY | UT | 84060 | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| UTAH FOOD BANK | ||||||
| 3150 SOUTH 900 WEST | SALT LAKE CITY | UT | 84119 | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| YOUTH SPORTS ALLIANCE | ||||||
| 1665 BONANZA DRIVE | PARK CITY | UT | 84060 | PUBLIC CHARITY | GENERAL SUPPORT | $27,500 |
| UTAH ATHLETIC FOUNDATION | ||||||
| PO BIX 980337 | PARK CITY | UT | 84098 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| WESTMINSTER COLLEGE | ||||||
| 1840 SOUTH 1300 EAST | SALT LAKE CITY | UT | 84105 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $430,431 | 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 | $184,375 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $81,168 | UnrelatedBusinessTaxblIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $2,454 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $29 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49,062 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $293,416 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $81,197 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $529,307 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $610,504 | 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 | $255,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $14,000 | Amt |
| Net Investment Income | $4,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RBC 351 FIXED INCOME | $665,817 | $649,294 |
| RBC 449 FIXED INCOME | $48,595 | $56,708 |
| RBC 469 TAXABLE FIXED INCOME | $798,465 | $760,747 |
| RBC 566 - RBC ABSOLUTE RETURN BARRIER NOTE | $300,000 | $271,350 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RBC 449 INTERNATIONAL EQUITIES | $154,135 | $177,652 |
| RBC 449 US EQUITIES | $398,324 | $832,442 |
| RBC 461 INTERNATIONAL EQUITIES | $78,731 | $73,869 |
| RBC 461 US EQUITIES | $525,179 | $712,927 |
| RBC 697 INTERNATIONAL EQUITIES | $75,697 | $76,618 |
| RBC 697 US EQUITIES | $528,225 | $532,475 |
| RBC 351 INTERNATIONAL EQUITIES | $85,823 | $70,830 |
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 | $400,996 | $400,996 |
| IRONWOOD MULTI-STRATEGY | AT COST | $410,158 | $418,489 |
| MWFEIF IV HOLDINGS LLC | AT COST | $156,637 | $157,481 |
| RBC 351 GATEWAY TR | AT COST | $327,722 | $361,685 |
| RBC 351 GLOBAL X FUNDS | AT COST | $74,664 | $53,690 |
| RBC 351 SARATOGA ADVANTAGE | AT COST | $100,000 | $84,713 |
| RBC 449 HOST HOTELS & RESORTS | AT COST | $14,510 | $15,003 |
| RBC 461 AMERICAN TOWER | AT COST | $36,339 | $61,694 |
| RBC 461 CYRUSONE | AT COST | $20,641 | $42,304 |
| RBC 566 RBC BARRIER ENHANCED RETURN NOTE | AT COST | $150,000 | $131,835 |
| RMA CORE PLUS RE FUND I-R LLC | AT COST | $232,578 | $414,700 |
| RBC 566 - RBC ABSOLUTE RETURN BARRIER NOTE | AT COST | $150,000 | $125,685 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $146 | $0 | $0 |
| RBC ADR, PROGRAM, AND MISC FEES | $44,685 | $44,685 | $0 |
| CALIF REGISTRY CHARITABLE TRUST | $75 | $0 | $75 |
| SCH K-1 PASS-THRU MWREIF IV HOLDINGS | $8,823 | $8,823 | $0 |
| 4C GPS 1 LP | $8,002 | $8,002 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OAKTREE CAPITAL SCH K-1 | $63 | $63 | $63 |
| 4CGPS 1 LP GUARANTEED PAYMENT | $48,999 | $48,999 | $48,999 |
| OAKTREE CAPITAL SCH K-1 | $29 | $0 | $29 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS ADJUSTMENTS | Desc |
| Amt | $11,014 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $1,110 | $1,110 | $0 |
| PAYROLL TAXES | $2,719 | $136 | $2,583 |
| FRANCHISE TAX BOARD | $10 | $0 | $0 |
Comments