2019-05-15T16:12:25-07:00 2018-12-31 371420474 Fontanello Duffield & Otake LLP 44 Montgomery Street Suite 1305 San Francisco CA 94104 990PF 2018-01-01 954643623 The Lemmon Foundation LEMM 3108047624 44 Montgomery Street San Francisco CA 94104 Courtney N Lemmon President 2019-05-15 false Michael Fontanello P01471027 4159830200 2018 2019-02-21 02:37:17Z X 1526321 X X 34294 34294 98548 364994 98548 364 133206 132842 40995 40995 2684 2733 3660 3660 7977 5208 2769 919 1748 1748 57983 5208 51905 34000 34000 91983 5208 85905 41223 127634 4972 4432 4432 45375 75709 75709 235697 258768 258768 1152346 908499 908499 116879 122953 122953 82248 155960 155960 1637517 1526321 1526321 686 637 686 637 X 1636831 1525684 1636831 1525684 1637517 1526321 1636831 41223 1678054 152370 1525684 Sale of Publicly Traded Securities P 2000-01-01 2018-12-31 364994 266446 98548 98548 98548 false 85901 1529568 0.05616 67154 1431696 0.04691 85568 1451541 0.05895 73520 1467031 0.05012 68583 1351791 0.05074 0.262865 0.052573 1605211 84391 1276 85667 85905 X 1276 1276 1276 1500 1500 X 224 224 false 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 false false false false false Courtney N Lemmon 44 Montgomery St Suite 1305 San Francisco CA 94104 President 20.00 29000 11995 Peter McCrea 44 Montgomery St Suite 1305 San Francisco CA 94104 Trustee 0.20 0 NONE NONE 1551209 78447 0 1629656 0 1629656 24445 1605211 80261 80261 1276 1276 78985 78985 78985 85905 85905 1276 84629 78985 1086 15013 11461 27560 85905 0 78985 6920 34480 0 34480 1086 15013 11461 6920 X Dream Catcher Farm Horse Sanctuary PO Box 9 Ravendale CA 96123 N/A PC Feed/Program Expenses 5000 Orangutan Foundation International 824 S Wellesley Ave Los Angeles CA 90049 N/A PC Rescue orphan orangutans 5000 Sea Turtle Conservancy 4424 NW 13th St Suite B-11 Gainseville FL 32609 N/A PC General Support 4000 Wild Earth Allies 2 Wisconsin Circle 900 Chevy Chase MD 20815 N/A PC Graver's gorillas, reforestation, Asian elephants, filed surveys 10000 Asian University for Woman Support 1100 Massachusetts Avenue Suite 10 Cambridge MA 02138 N/A PC Scholarships 10000 34000 14 34294 18 98548 Refunds 364 132842 364 133206 11a Refund of Expenses false false false false false false false false false false Bookkeeping 1350 0 0 1350 Tax Preparation 2310 0 0 2310 American Express 7.00% 3/19/18 Kimberly Clark Corp, 6.25%, 7/15/18 Cambell Soup Co 4.5% 2/15/19 25037 25037 Microsoft, 2.4%, 12/14/25 24712 24712 Visa, 3.15%, 12/14/25 24566 24566 Apple Inc, 3.35%, 2/9/27 24360 24360 American Express, 3.3%, 5/3/27 24278 24278 JP Morgan Chase & Co, 195 Sh 19036 19036 PNC Financial Svcs Group,150 Sh 17537 17537 State Street Corp, 200 Sh 12614 12614 Colgate-Palmolive Co, 150 Sh 8928 8928 Costco Wholesale Corp, 100 Sh 20371 20371 Pepsico Inc, 185 Sh 20439 20439 Nike Inc - B, 185 Sh 13716 13716 Omnicom Group Inc, 195 Sh 14282 14282 Ross Stores Inc, 175 Sh 14560 14560 Emerson Electric Co, 210 Sh 12548 12548 Illinois Tool Works Inc, 70 Sh 8868 8868 United Parcel Service Inc-B, 100 Sh 9753 9753 3M Co, 100 Sh 19054 19054 AptarGroup Inc, 125 Sh 11759 11759 Accenture PLC Ireland, 160 Sh 22562 22562 Cisco Systems Inc, 270 Sh 11699 11699 Microsoft Corp, 400 Sh 40628 40628 Oracle Corp, 425 Sh 19189 19189 Becton, Dickinson and Co, 100 Sh 22532 22532 Johnson & Johnson, 185 Sh 23874 23874 Medtronic Inc, 125 Sh 11370 11370 Stryker Corp, 100 Sh 15675 15675 Waters Corp, 60 Sh 11318 11318 Apache Corp, 300 Sh 7875 7875 ConocoPhillips, 300 Sh 18705 18705 Automatic Data Processing Inc, 145 Sh 19012 19012 Mettler-Toledo International Inc, 15 Sh 8484 8484 Apple Inc, 235 Sh 37069 37069 Praxair Inc, 100 Sh American Express Co, 125 Sh 11915 11915 General Mills Inc 190 Sh Union Pacific Corp 155 Sh 21426 21426 US Bancorp 475 Sh 21708 21708 PPG Industries, 100 Sh 10223 10223 Visa Inc -Class A, 200 Sh 26387 26387 Alphabet Inc CL-C, 25 Sh 25890 25890 Alphabet Inc/CA CL-A, 10 Sh 10450 10450 AT&T, 100 Sh 2854 2854 Church & Dwight Co, 200 Sh 13152 13152 Cognizant Technology, 125 Sh 7935 7935 Comcast Corp-A, 600 Sh 20430 20430 Dollar Gen Corp, 100 Sh 10808 10808 Hubbell Inc-B, 160 Sh 15894 15894 Merck & Co Inc., 200 Sh 15282 15282 SunTrust Bks Inc, 250 Sh 12610 12610 Autozone Inc, 10 Sh 8383 8383 Starbucks Corp, 160 Sh 10304 10304 Hershey Co, 100 Sh 10718 10718 BBT Corp, 220 Sh 9530 9530 Discover Financial Svc, 150 Sh 8847 8847 Northern Trust Co, 200 Sh 16718 16718 UnitedHealth Group, 110 Sh 27403 27403 Chubb Ltd, 100 Sh Priceline Com Inc, 1,737.74 Sh Lauder Estee Cos Inc, 125 Sh 16263 16263 Marsh McLennan Inc, 130 Sh 10368 10368 Dentsply Sirona Inc, 160 Sh Schein Henry Inc, 150 Sh 11778 11778 Danaher Corp, 100 Sh 10312 10312 Te Connectivity Ltd, 120 Sh 9076 9076 Booking Holdings Inc, 6 Sh 10335 10335 Clorox Co, 85 Sh 13102 13102 Deere Co, 70 Sh 10442 10442 Donaldson Co, 205 Sh 8895 8895 Linde PLC, 100 Sh 15604 15604 258768 258768 Walden Small Cap, 3,038.506 Sh FMV 52383 52383 Walden International Eq, 2,433.007 Sh FMV 23795 23795 Vanguard Inflation Prot, 3,259.052 Sh FMV 79782 79782 Bank Fees 18 18 Dues and Subscriptions 750 750 Filing Fees 80 80 Payroll processing Fees 900 900 Refunds 364 Payroll Taxes Payable 686 637 Investment Consulting 6127 5208 0 919 Website Consulting 1850 0 0 1850 Excise Tax 919