LEMMON FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LEMMON FAMILY FOUNDATION INC (EIN 92-0607122)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-05
- IRS object ID
- 202543099349100124
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-05T09:12:47-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341341400 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 415 Group Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4300 Munson Street NW | AddressLine1Txt |
| City | Canton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44718 | 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 | 920607122 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lemmon Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEMM | BusinessNameControlTxt |
| Phone | 3308068069 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 South Main Street | AddressLine1Txt |
| City | North Canton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44720 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas Winkhart | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 3308068069 | PhoneNum |
| Signature | 2025-11-04 | 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 | Kathleen S Krohn CPA | PreparerPersonNm |
| PTIN | P00360247 | PTIN |
| Phone | 3304920094 | 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 | $14,809,797 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $190,205 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $190,205 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $138,189 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $138,189 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $330,871 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,617,469 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $330,871 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $659,265 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $659,265 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $24,282 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $12,141 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,502 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $368 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $68,936 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $68,936 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $98,720 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $81,445 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $870,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $870,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $968,720 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $81,445 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $870,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$309,455 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $577,820 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $67,305 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,224 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,224 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $993,608 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,000,000 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $12,998,398 | OtherAssetsBOYAmt |
| Other Assets EOY | $13,806,573 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $13,806,573 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,065,703 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,803,405 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,809,797 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $851,002 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,798,159 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $1,100,000 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $12,214,701 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,905,246 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,065,703 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,803,405 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,065,703 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,803,405 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,065,703 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$309,455 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,047,157 | OtherIncreasesAmt |
| Subtotal | $14,803,405 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,803,405 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (68 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FHLMC 5.625% | P | 2024-03-19 | 2024-08-22 | $250,000 | $249,900 | $100 | $100 |
| FHLMC 5.75% | P | 2024-03-19 | 2024-09-28 | $250,000 | $249,800 | $200 | $200 |
| US Treasury Bill | P | 2024-01-12 | 2024-03-20 | $498,464 | $493,792 | $4,672 | $4,672 |
| US Treasury 1.75% | P | 2023-01-26 | 2024-06-30 | $300,000 | $288,624 | $11,376 | $11,376 |
| US Treasury 1.75% | P | 2023-02-02 | 2024-06-30 | $500,000 | $481,753 | $18,247 | $18,247 |
| US Treasury 2% | P | 2023-03-06 | 2024-05-31 | $750,000 | $721,567 | $28,433 | $28,433 |
| US Treasury 0.125% | P | 2023-01-26 | 2024-02-15 | $400,000 | $381,375 | $18,625 | $18,625 |
| US Treasury 0.125% | P | 2023-02-02 | 2024-02-15 | $500,000 | $477,411 | $22,589 | $22,589 |
| US Treasury 1% | P | 2023-02-09 | 2024-12-15 | $500,000 | $468,583 | $31,417 | $31,417 |
| US Treasury 0.875% | P | 2023-01-26 | 2024-01-31 | $400,000 | $384,934 | $15,066 | $15,066 |
| US Treasury 0.875% | P | 2023-01-31 | 2024-01-31 | $500,000 | $481,336 | $18,664 | $18,664 |
| US Treasury 2.5% | P | 2023-07-28 | 2024-03-20 | $348,866 | $342,620 | $6,246 | $6,246 |
| US Treasury 2.5% | P | 2023-07-28 | 2024-04-30 | $50,000 | $48,946 | $1,054 | $1,054 |
| US Treasury 3% | P | 2023-08-04 | 2024-07-31 | $1,000,000 | $977,969 | $22,031 | $22,031 |
| Autodesk Inc | P | 2023-01-26 | 2024-11-14 | $50,120 | $33,753 | $16,367 | $16,367 |
| Autodesk Inc | P | 2023-02-03 | 2024-11-14 | $21,038 | $15,206 | $5,832 | $5,832 |
| Autodesk Inc | P | 2023-02-09 | 2024-11-14 | $6,807 | $4,962 | $1,845 | $1,845 |
| Amer Electric Pwr Co | P | 2023-01-26 | 2024-05-14 | $72,975 | $74,953 | -$1,978 | -$1,978 |
| Amer Electric Pwr Co | P | 2023-02-02 | 2024-05-14 | $36,397 | $38,045 | -$1,648 | -$1,648 |
| Amer Electric Pwr Co | P | 2023-02-03 | 2024-05-14 | $18,153 | $18,415 | -$262 | -$262 |
| Broadcom Inc | P | 2023-02-03 | 2024-12-13 | $95,017 | $26,198 | $68,819 | $68,819 |
| Boeing Co | P | 2023-01-26 | 2024-04-09 | $54,885 | $65,082 | -$10,197 | -$10,197 |
| Boeing Co | P | 2023-02-02 | 2024-04-09 | $12,393 | $14,861 | -$2,468 | -$2,468 |
| Boeing Co | P | 2023-02-02 | 2024-04-09 | $5,311 | $6,369 | -$1,058 | -$1,058 |
| Boeing Co | P | 2023-02-02 | 2024-04-09 | $12,393 | $14,861 | -$2,468 | -$2,468 |
| Boeing Co | P | 2023-02-02 | 2024-04-09 | $12,393 | $14,861 | -$2,468 | -$2,468 |
| Boeing Co | P | 2023-11-15 | 2024-04-09 | $12,570 | $14,864 | -$2,294 | -$2,294 |
| Boeing Co | P | 2024-02-15 | 2024-04-09 | $4,957 | $5,768 | -$811 | -$811 |
| Becton Dickinson&Co | P | 2023-01-26 | 2024-08-12 | $31,161 | $32,931 | -$1,770 | -$1,770 |
| Becton Dickinson&Co | P | 2023-02-02 | 2024-08-12 | $23,898 | $25,545 | -$1,647 | -$1,647 |
| Becton Dickinson&Co | P | 2024-02-15 | 2024-08-12 | $11,480 | $11,747 | -$267 | -$267 |
| Comcast Corp New A | P | 2023-01-26 | 2024-11-14 | $71,259 | $66,539 | $4,720 | $4,720 |
| Comcast Corp New A | P | 2023-02-03 | 2024-11-14 | $45,008 | $41,498 | $3,510 | $3,510 |
| Comcast Corp New A | P | 2024-02-15 | 2024-11-14 | $11,393 | $11,011 | $382 | $382 |
| Costco Whsl Corp New | P | 2023-02-03 | 2024-12-13 | $38,736 | $20,084 | $18,652 | $18,652 |
| Costco Whsl Corp New | P | 2024-02-15 | 2024-12-13 | $10,926 | $7,971 | $2,955 | $2,955 |
| Salesforce Inc | P | 2023-01-31 | 2024-12-13 | $10,576 | $4,996 | $5,580 | $5,580 |
| Salesforce Inc | P | 2024-02-15 | 2024-12-13 | $19,037 | $15,703 | $3,334 | $3,334 |
| Salesforce Inc | P | 2024-05-16 | 2024-12-13 | $20,095 | $16,328 | $3,767 | $3,767 |
| CVS Health Corp | P | 2023-01-26 | 2024-03-05 | $42,190 | $49,570 | -$7,380 | -$7,380 |
| CVS Health Corp | P | 2023-02-02 | 2024-03-05 | $18,113 | $21,181 | -$3,068 | -$3,068 |
| CVS Health Corp | P | 2024-02-15 | 2024-03-05 | $15,094 | $15,752 | -$658 | -$658 |
| Emerson Electric Co | P | 2023-01-26 | 2024-04-09 | $51,936 | $40,652 | $11,284 | $11,284 |
| Emerson Electric Co | P | 2023-01-26 | 2024-04-09 | $11,415 | $8,935 | $2,480 | $2,480 |
| Emerson Electric Co | P | 2023-02-03 | 2024-04-09 | $38,125 | $30,513 | $7,612 | $7,612 |
| EOG Res Inc | P | 2023-01-26 | 2024-10-30 | $44,923 | $49,609 | -$4,686 | -$4,686 |
| EOG Res Inc | P | 2023-02-02 | 2024-10-30 | $23,244 | $24,176 | -$932 | -$932 |
| EOG Res Inc | P | 2023-02-03 | 2024-10-30 | $11,562 | $11,952 | -$390 | -$390 |
| EOG Res Inc | P | 2024-02-15 | 2024-10-30 | $18,427 | $17,557 | $870 | $870 |
| Fleetcor Technologie | P | 2023-01-26 | 2024-01-22 | $46,516 | $32,573 | $13,943 | $13,943 |
| Fleetcor Technologie | P | 2023-01-26 | 2024-01-22 | $287 | $201 | $86 | $86 |
| Fleetcor Technologie | P | 2023-01-26 | 2024-01-22 | $287 | $201 | $86 | $86 |
| Alphabet Inc C | P | 2023-09-18 | 2024-11-14 | $32,064 | $25,115 | $6,949 | $6,949 |
| Lowes Companies Inc | P | 2023-01-26 | 2024-05-14 | $36,924 | $32,978 | $3,946 | $3,946 |
| Lowes Companies Inc | P | 2023-02-03 | 2024-05-14 | $23,539 | $22,019 | $1,520 | $1,520 |
| Lowes Companies Inc | P | 2024-02-15 | 2024-05-15 | $17,078 | $16,877 | $201 | $201 |
| Roper Technologies | P | 2023-01-26 | 2024-08-12 | $38,522 | $32,970 | $5,552 | $5,552 |
| Roper Technologies | P | 2023-02-03 | 2024-08-12 | $17,700 | $14,653 | $3,047 | $3,047 |
| Roper Technologies | P | 2023-11-15 | 2024-08-12 | $14,576 | $14,585 | -$9 | -$9 |
| Roper Technologies | P | 2024-02-15 | 2024-08-12 | $5,206 | $5,480 | -$274 | -$274 |
| Stryker Corp | P | 2023-02-03 | 2024-12-13 | $374 | $283 | $91 | $91 |
| Stryker Corp | P | 2023-11-15 | 2024-12-13 | $19,433 | $14,755 | $4,678 | $4,678 |
| Truist Finl Corp | P | 2023-01-26 | 2024-05-14 | $53,410 | $66,486 | -$13,076 | -$13,076 |
| Truist Finl Corp | P | 2023-02-03 | 2024-05-14 | $39,594 | $50,148 | -$10,554 | -$10,554 |
| Truist Finl Corp | P | 2023-11-15 | 2024-05-14 | $12,316 | $9,948 | $2,368 | $2,368 |
| Truist Finl Corp | P | 2024-01-12 | 2024-05-14 | $16,106 | $14,990 | $1,116 | $1,116 |
| Truist Finl Corp | P | 2024-02-15 | 2024-05-14 | $12,158 | $11,242 | $916 | $916 |
| Exxon Mobil Corp | P | 2023-01-26 | 2024-05-06 | $42 | $36 | $6 | $6 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $330,871 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,032 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,032 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,032 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,968 | OverpaymentAmt |
| Applied To ES Tax | $1,968 | 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 | 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 | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | Thomas Winkhart | IndividualWithBooksNm |
| Phone | 3308068069 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 South Main Street | AddressLine1Txt |
| City | North Canton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44720 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| William Lemmon | ||||||||
| 825 South Main Street | North Canton | OH | 44720 | President | 10.00 | $0 | $0 | $0 |
| Leo Doyle | ||||||||
| 825 South Main Street | North Canton | OH | 44720 | Vice President | 5.00 | $0 | $0 | $0 |
| Thomas Winkhart | ||||||||
| 825 South Main Street | North Canton | OH | 44720 | Treasurer | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Beese Fulmer Investment Management | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4334 Munson St Suite 102 | AddressLine1Txt |
| City | Canton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Management | ServiceTypeTxt |
| Compensation | $62,544 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Support of seven local community charities providing services for residents of the Stark county Ohio area | Description1Txt |
| Expenses1 | $870,000 | Expenses1Amt |
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 | $14,112,108 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $859,360 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,971,468 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,971,468 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $224,572 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,746,896 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $737,345 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $737,345 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,032 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,032 | TotalTaxAmt |
| Distributable Before Adj | $729,313 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $729,313 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $729,313 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $870,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $870,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $729,313 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $161,401 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $161,401 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $870,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $729,313 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $140,687 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $302,088 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $302,088 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $161,401 | ExcessFromYear1Amt |
| Excess From Current Year | $140,687 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | William Lemmon | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Thomas Winkhart | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 South Main St | AddressLine1Txt |
| City | North Canton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44720 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3308068069 | RecipientPhoneNum |
| Recipient Email Address | twinkhart@wr-law.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Written applications | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Aultman Health Foundation | ||||||
| 2600 Sixth St SW | Canton | OH | 44710 | Operating | $25,000 | |
| C4AP - Canton for All People | ||||||
| 120 Cleveland Ave SW | Canton | OH | 44702 | Operating | $640,000 | |
| Habitat for Humanity | ||||||
| 1400 Raff Rd SW Ste A | Canton | OH | 44710 | Operating | $75,000 | |
| Hope Outreach Ministries | ||||||
| 1530 Superior Ave NE | Canton | OH | 44705 | Operating | $15,000 | |
| Canton Symphony Orchestra | ||||||
| 2331 17th St NW | Canton | OH | 44708 | Operating | $15,000 | |
| Malone | ||||||
| 2600 Cleveland Ave NW | Canton | OH | 44709 | Operating | $90,000 | |
| St Baldricks Foundation | ||||||
| 1333 South Mayflower Avenue Suite | Monrovia | CA | 91016 | Operating | $10,000 | 400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $870,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $190,205 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $138,189 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $330,871 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $659,265 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $659,265 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Lancaster Sr Living | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $993,608 | BookValueAmt |
| EOYFMV | $1,000,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Professional Fees | CategoryTxt |
| Legal Fees | $24,282 | LegalFeesAmt |
| Net Investment Income | $12,141 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Money Market | $664,285 | $135,998 | $135,998 |
| Government Bonds | $5,969,828 | $6,443,142 | $6,443,142 |
| Equities | $6,364,285 | $7,227,433 | $7,227,433 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Fees | $62,544 | $62,544 | $0 |
| K-1 Passthru Loss | $6,392 | $6,392 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Unrealized Gains | $947,157 |
| Capital Contribution | $1,100,000 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William Lemmon | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8320 Pittsburgh Ave NW | AddressLine1Txt |
| City | North Canton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44720 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal taxes | $4,934 | $0 | $0 |
| Foreign taxes | $368 | $368 | $0 |
| State Fee | $200 | $0 | $0 |
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