MARK C LEMONS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MARK C LEMONS FOUNDATION (EIN 95-4712282)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202533219349106758
- Schema version
- 2024v5.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T15:57:54-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 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 | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KACI BURROW | PreparerPersonNm |
| PTIN | P01701317 | PTIN |
| Phone | 3108287547 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,588,176 | 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 | $248,600 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $221,383 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $192,988 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $368,462 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,145,714 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $368,462 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $838,445 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $561,450 | 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 |
| Taxes Rev And Expnss | $10,959 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,937 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,022 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $82,832 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $82,832 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $128,791 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $92,519 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $36,272 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $512,537 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $512,537 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $641,328 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $92,519 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $548,809 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $197,117 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $468,931 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,413 | CashBOYAmt |
| Cash EOY | $20,778 | CashEOYAmt |
| Cash EOYFMV | $20,778 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $441,620 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $282,947 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $282,947 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $23 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $23 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $23 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $2,727,426 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,759,348 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,738,707 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,593,721 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,476,746 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,663,140 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,127,209 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,770,752 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,882,581 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $250,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,148,412 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,310,594 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,588,176 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,583 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,583 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,583 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,583 | 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 | $7,142,829 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,305,011 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,142,829 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,305,011 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,148,412 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,310,594 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,142,829 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $197,117 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,339,946 | SubtotalAmt |
| Other Decreases | $34,935 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,305,011 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ANGEL OAKS FDS TR MULTI STRTGY INCOME FD | P | 2016-03-29 | 2024-03-21 | $76,742 | $100,000 | -$23,258 | -$23,258 |
| PIMCO GNMA AND GOVERNMENT SECURITIES FUND | P | 2020-09-15 | 2024-03-21 | $122,500 | $149,813 | -$27,313 | -$27,313 |
| RBC X 449 LT NON-COVERED | P | 2023-01-01 | 2024-12-31 | $289,491 | $59,990 | $229,501 | $229,501 |
| RBC X 461 ST NON-XOVERED | P | 2024-01-01 | 2024-12-31 | $39,006 | $36,642 | $2,364 | $2,364 |
| RBC X 461 LT NON-COVERED | P | 2023-01-01 | 2024-12-31 | $399,509 | $230,340 | $169,169 | $169,169 |
| RBC X 469 ST NON-COVERED | P | 2024-01-01 | 2024-12-31 | $172,518 | $166,487 | $6,031 | $6,031 |
| RBC X 469 LT NON-COVERED | P | 2023-01-01 | 2024-12-31 | $831,129 | $880,023 | -$48,894 | -$48,894 |
| GEO GROUP INC GLBT NT | P | 2024-01-01 | 2024-12-31 | $8,160 | $8,167 | -$7 | -$7 |
| RBC X 697 LT COVERED | P | 2023-01-01 | 2024-12-31 | $203,676 | $145,790 | $57,886 | $57,886 |
| CAPITAL GAINS DIVIDENDS | P | $2,983 | $2,983 | $2,983 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $368,462 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,518 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,518 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,518 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $74 | EsPenaltyAmt |
| Tax Due | $2,592 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | $9,293,205 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $395,094 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $547,466 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,235,765 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,235,765 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $153,536 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,082,229 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $504,111 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $504,111 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,518 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,518 | TotalTaxAmt |
| Distributable Before Adj | $497,593 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $497,593 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $497,593 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $548,809 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $548,809 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $497,593 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $59,487 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $548,809 | QualifyingDistributionsAmt |
| Applied To Year1 | $59,487 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $489,322 | 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 | $8,271 | 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 (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AAPLE ACADEMY FOUNDATION | |||||||
| 4750 HOLLISTER AVE | SANTA BARBARA | CA | 93110 | PUBLIC CHARITY | GENERAL SUPPORT | $15,500 | |
| FOODBANK OF SANTA BARBARA COUNTY | |||||||
| 4554 HOLLISTER AVE | SANTA BARBARA | CA | 93110 | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| FOUNDATION FOR SBHS | |||||||
| 700 E ANAPAMU ST | SANTA BARBARA | CA | 93103 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| HUNTSMAN CANCER CENTER | |||||||
| 2000 CIR OF HOPE DR | SALT LAKE CITY | UT | 84112 | PUBLIC CHARITY | GENERAL SUPPORT | $5,665 | |
| KAPPA ALPHA THETA | |||||||
| 8740 FOUNDERS RD | INDIANAPOLIS | IN | 46268 | PUBLIC CHARITY | GENERAL SUPPORT | $30,865 | |
| LAS MADRINAS | |||||||
| DEPARTMENT 6778 | LOS ANGELES | CA | 900846778 | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 | |
| NATIONAL CHARITY LEAGUE | |||||||
| PO BOX 1514 | SANTA BARBARA | CA | 93102 | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | |
| NATUREBRIDGE | |||||||
| 28 GEARY STREET - SUITE 650 | SAN FRANCISCO | CA | 94108 | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 | |
| PARK CITY COMMUNITY FDN | |||||||
| PO BOX 681499 | PARK CITY | UT | 84068 | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | |
| ROD DEDEAUX FOUNDATION | |||||||
| 1430 S EASTMAN AVE | LOS ANGELES | CA | 90023 | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 | |
| ROYAL PRIDE FOUNDATION | |||||||
| 4750 HOLLISTER AVE | SANTA BARABARA | CA | 93110 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| SANTA BARBARA COMMUNITY COLLEGE | |||||||
| 721 CLIFF DRIVE | SANTA BARBARA | CA | 93109 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| SANTA BARBARA GIRLS GOLF | |||||||
| 721 CLIFF DRIVE | SANTA BARBARA | CA | 93109 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| SBNL | |||||||
| 1259 VERONICA SPRINGS RD | SANTA BARBARA | CA | 93105 | PUBLIC CHARITY | GENERAL SUPPORT | $10,100 | |
| STORYTELLER CHILDREN'S CENTER | |||||||
| 2115 STATE ST | SANTA BARBARA | CA | 93105 | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| TEDDY BEAR CANCER FOUNDATION | |||||||
| 3892 STATE ST 220 | SANTA BARBARA | CA | 93105 | PUBLIC CHARITY | GENERAL SUPPORT | $1,010 | |
| THE COLLEAGUES | |||||||
| 3312 PICO BLVD | SANTA MONICA | CA | 90405 | PUBLIC CHARITY | GENERAL SUPPORT | $11,500 | |
| THE FORMAN SCHOOL | |||||||
| 12 NORFOLK ROAD ANNUAL FUND PO BOX | LITCHFIELD | CT | 067590080 | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | 80 |
| TRANSITION HOUSE OF SANTA BARBARA | |||||||
| 425 E COTA ST | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 1026 W 34TH ST | LOS ANGELES | CA | 90089 | PUBLIC CHARITY | GENERAL SUPPORT | $143,500 | |
| USSSA FDN (SKI AND SNOWBOARD) | |||||||
| 1 VICTORY LAND | PARK CITY | UT | 84060 | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 | |
| ALL FOR KIDS | |||||||
| 1910 MAGNOLIA AVENUE | LOS ANGELES | CA | 90007 | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 | |
| CADA | |||||||
| PO BOX 28 | SANTA BARABARA | CA | 93102 | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| DREAM FOUNDATION | |||||||
| 1528 CHAPALA ST SUITE 304 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | GENERAL SUPPORT | $13,025 | |
| JOHN TRACY CENTER | |||||||
| 2160 W ADAMS BLVD | LOS ANGELES | CA | 90018 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| KELLY BRUSH FOUNDATION | |||||||
| THREE MAIN ST SUITE 105 | BURLINGTON | VA | 05401 | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| MENTAL WELLNESS CENTER | |||||||
| 617 GARDEN ST | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 | |
| ONE805LIVE | |||||||
| 2000 STATE ST | SANTA BARABARA | CA | 93105 | PUBLIC CHARITY | GENERAL SUPPORT | $4,161 | |
| SANTA BARBARA RESCUE MISSION | |||||||
| 535 E YANONALI ST | SANTA BARBARA | CA | 93103 | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 | |
| SANTA BARBARA TRACK & FIELD | |||||||
| 721 CLIFF DRIVE | SANTA BARBARA | CA | 93109 | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| SPARK RESCUE | |||||||
| 400 STORKE RD | GOLETA | CA | 93118 | PUBLIC CHARITY | GENERAL SUPPORT | $2,160 | |
| UNITED BOYS AND GIRLS CLUB OF SB COUNTY | |||||||
| 1528 CHAPALA ST SUITE 309 | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| UNITY SHOPPE | |||||||
| 1401 CHAPALA ST | SANTA BARBARA | CA | 93101 | PUBLIC CHARITY | GENERAL SUPPORT | $2,551 | |
| MONTECITO TRAILS FOUNDATION | |||||||
| 1470 E VALLEY RD | MONTECITO | CA | 93108 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $512,537 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $221,383 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $368,462 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $589,845 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $589,845 | 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 | $248,600 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RBC 351 FIXED INCOME | $491,949 | $694,124 |
| RBC 449 FIXED INCOME | $24,053 | $30,481 |
| RBC 469 FIXED INCOME | $710,744 | $685,546 |
| RBC 475 FIXED INCOME | $250,000 | $252,989 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RBC 449 INTERNATIONAL EQUITIES | $143,860 | $246,334 |
| RBC 449 US EQUITIES | $659,085 | $2,065,615 |
| RBC 461 EMERGING MARKETS EQUITY | $25,095 | $101,548 |
| RBC 461 INTERNATIONAL EQUITIES | $181,168 | $184,080 |
| RBC 461 US EQUITIES | $830,315 | $1,419,076 |
| RBC 697 INTERNATIONAL EQUITIES | $75,911 | $121,135 |
| RBC 697 US EQUITIES | $843,914 | $1,600,919 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| IRONWOOD MULTI-STRATEGY | AT COST | $334,865 | $351,805 |
| MWFEIF IV HOLDINGS LLC | AT COST | $306,177 | $217,542 |
| RBC 351 MIXED ASSETS | AT COST | $370,165 | $550,157 |
| RBC 351 REAL ASSETS | AT COST | $199,791 | $148,349 |
| RBC 449 REAL ASSETS | AT COST | $38,139 | $38,587 |
| RBC 461 REAL ASSETS | AT COST | $195,759 | $230,631 |
| RBC 475 REAL ASSETS | AT COST | $475,856 | $463,860 |
| RBC 566 RBC ABSOLUTE RETURN BARRIER NOTE | AT COST | $850,000 | $881,650 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM IRONWOOD (SALES PROCEEDS TIMING) | Desc |
| BOY Book Value | $250,000 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMORTIZATION AND COST BASIS ADJUSTMENTS OF INVESTMENTS | Desc |
| Amt | $34,935 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| RBC ADR, PROGRAM, AND MISC FEES | $77,229 | $77,229 | $0 |
| MWREIF IV HOLDINGS - OTHER DEDUCTIONS (SCH K-1) | $5,603 | $5,603 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| 4C GPS I LP | $5,044 | $5,044 |
| 4C GPS III LP | $539 | $539 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $1,413 | $1,413 | $0 |
| PAYROLL TAXES | $3,076 | $154 | $2,922 |
| STATE TAXES | $100 | $0 | $100 |
| FEDERAL TAXES | $6,370 | $6,370 | $0 |
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