MARK C LEMONS FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MARK C LEMONS FOUNDATION (EIN 95-4712282)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-10-30
- IRS object ID
- 201313039349100756
- Schema version
- 2012v2.1
- 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 Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-30T19:14:19-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953416914 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIVEN & COMPANY AN ACCTY CORP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3029 WILSHIRE BLVD 200 | AddressLine1 |
| City | SANTA MONICA | City |
| State | CA | State |
| ZIP Code | 904032376 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954712282 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK C LEMONS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MARK | NameControl |
| Phone | 3108287547 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3029 WILSHIRE BLVD NO 200 | AddressLine1 |
| City | SANTA MONICA | City |
| State | CA | State |
| ZIP Code | 90403 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK C LEMONS | Name |
| Title | TRUSTEE | Title |
| Phone | 3108287547 | Phone |
| Date Signed | 2013-10-24 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PETER GOLDBERG | Name |
| PTIN | P00020952 | PTIN |
| Phone | 3108287547 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 5577816 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 237916 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 137925 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 137925 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 96672 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 644829 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 96672 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 121 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 121 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 472634 | TotalRevenueAndExpenses |
| Total Net Investment Income | 234718 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 35000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 2000 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 33000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 22341 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 11170 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 11171 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 46410 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 46410 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 4863 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2025 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 2753 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 7650 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 7650 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 116264 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 69255 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 46924 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 273200 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 273200 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 389464 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 69255 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 320124 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 83170 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 165463 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 33246 | CashBOY |
| Cash EOY | 21987 | CashEOY |
| Cash EOYFMV | 21987 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 475159 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 358846 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 358846 | SavingsAndTempCashInvstEOYFMV |
| Receivables From Officers BOY | 310 | ReceivablesFromOfficersBOY |
| Receivables From Officers EOY | 310 | ReceivablesFromOfficersEOY |
| Receivables From Officers EOYFMV | 310 | ReceivablesFromOfficersEOYFMV |
| Investments Corp Stock BOY | 3584563 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3967855 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 4868992 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 375932 | InvestmentsOtherBOY |
| Investments Other EOY | 331544 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 327681 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 4469210 | TotalAssetsBOY |
| Total Assets EOY | 4680542 | TotalAssetsEOY |
| Total Assets EOYFMV | 5577816 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 4469210 | RetainedEarningsBOY |
| Retained Earnings EOY | 4680542 | RetainedEarningsEOY |
| Total Net Assets BOY | 4469210 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4680542 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4469210 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4680542 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4469210 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 83170 | ExcessOfRevenueOverExpenses |
| Other Increases | 128162 | OtherIncreases |
| Subtotal | 4680542 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 4680542 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Gross Sales PriceGrossSalesPrice |
|---|---|---|---|---|---|
| WHITTIER LONG/SHORT FUND LLC K-1 | P | 9742 | -9742 | -9742 | |
| WHITTIER LONG/SHORT FUND LLC K-1 | P | 8029 | 8029 | 8029 | |
| WHITTIER #009187 - LT CAP GAIN DIST | P | 945 | 945 | 945 | |
| WHITTIER #009187 - ST PUBLICLY TRADED SECURITIES | 20650 | -2691 | -2691 | 17959 | |
| WHITTIER #009187 - LT PUBLICLY TRADED SECURITIES | 517765 | 97938 | 97938 | 615703 | |
| ENRON CLASS ACTION SETTLEMENT | P | 2193 | 2193 | 2193 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 96672 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 1 | LiableFor4942Tax |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 3309 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3309 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 3309 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 616 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 4000 | TaxPaidWithExtension |
| Total Credits And Payments | 4616 | TotalCreditsAndPayments |
| Penalty For Underpayment | 1 | PenaltyForUnderpayment |
| Overpayment | 1306 | Overpayment |
| Amount Credited To Next Year | 1306 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | MARK C LEMONS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3108287547 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GIVEN CO 3029 WILSHIRE BLVD STE | AddressLine1 |
| Address Line2 | 200 | AddressLine2 |
| City | SANTA MONICA | City |
| State | CA | State |
| ZIP Code | 90272 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | MARK C LEMONS | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16032 MIAMI WAY | AddressLine1 |
| City | PACIFIC PALISADES | City |
| State | CA | State |
| ZIP Code | 90272 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 20.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 35000 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 5013291 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 247719 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 250697 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5511707 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 5511707 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 82676 | CashDeemedCharitable |
| Net Noncharitable Assets | 5429031 | NetNoncharitableAssets |
| Minimum Investment Return | 271452 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 271452 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3309 | TaxBasedOnInvestmentIncome |
| Total Tax | 3309 | TotalTax |
| Distributable Amount Before Adj | 268143 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 268143 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 268143 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 320124 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 320124 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 320124 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 268143 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 194545 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 320124 | QualifyingDistributions |
| Applied To Year1 | 194545 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 125579 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 142564 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| CALVARY CHRISTIAN SCHOOL FOUNDATION | ||||||
| 701 PALISADES DRIVE | PACIFIC PALISADES | CA | 90272 | PUBLIC CHARITY | EDUCATION | $94,200 |
| CHILDREN'S BUREAU | ||||||
| 1910 MAGNOLIA AVENUE | LOS ANGELES | CA | 900071220 | PUBLIC CHARITY | SOCIAL SERVICES | $56,000 |
| CHRIS MURPHY FOUNDATION | ||||||
| 3237 NELSON LANE | FORT COLLINS | CO | 80525 | PUBLIC CHARITY | SOCIAL SERVICES | $12,000 |
| CLARE FOUNDATION | ||||||
| 909 PICO BLVD | SANTA MONICA | CA | 90404 | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 |
| COACH ART | ||||||
| 3303 WILSHIRE BLVD SUITE 320 | LOS ANGELES | CA | 90010 | PUBLIC CHARITY | ART EDUCATION | $10,000 |
| NATUREBRIDGE | ||||||
| 28 GEARY STREET - SUITE 650 | SAN FRANCISCO | CA | 94108 | PUBLIC CHARITY | OUTDOOR EDUCATION | $25,000 |
| PROJECT PLAY | ||||||
| 2029 CENTURY PARK EAST STE 437 | LOS ANGELES | CA | 90067 | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| YMCA | ||||||
| 821 VIA DE LA PAZ | PACIFIC PALISADES | CA | 90272 | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| FALLBROOK FIRST BAPTIST CHURCH | ||||||
| 221 N PICO AVE | FALLBROOK | CA | 92028 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| LA JUNIOR CHAMBER OF COMMERCE FOUNDATION | ||||||
| 244 S SAN PEDRO ST STE 200 | LOS ANGELES | CA | 90012 | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| LOYOLA HIGH SCHOOL | ||||||
| 1901 VENICA BLVD | LOS ANGELES | CA | 90006 | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| PALISADES LACROSSE ASSOCIATION INC | ||||||
| 1577 BOWDOIN STREET | PACIFIC PALISADES | CA | 90272 | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| PALI QUARTERBACK CLUB | ||||||
| 1577 BOWDOIN STREET | PACIFIC PALISADES | CA | 90272 | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| ST MARTIN OF TOURS SCHOOL | ||||||
| 11955 SUNSET BLVD | LOS ANGELES | CA | 90049 | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| ST PAULS (PARENTS WORKING FOR CHILDREN) | ||||||
| 10750 OHIO AVENUE | LOS ANGELES | CA | 90024 | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| THE BRISCOE WESTERN ART MUSUEM | ||||||
| 210 W MARKET STREET | SAN ANTONIO | TX | 78205 | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| USC GOLF | ||||||
| LYON CENTER | LOS ANGELES | CA | 90089 | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 273200 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $137,925 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $121 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $96,672 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $234,718 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 234718 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | MARK C LEMONS CHARITABLE LEAD UNITR | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16032 MIAMI WAY | AddressLine1 |
| City | PACIFIC PALISADES | City |
| State | CA | State |
| ZIP Code | 90272 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 237916 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $22,341 | Amount |
| Net Investment Income | 11170 | NetInvestmentIncome |
| Disbursements Charitable Prps | 11171 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | STOCK - STATEMENTS ATTACHED | NameOfStock |
| EOY Book Value | 3967855 | EOYBookValue |
| EOYFMV | 4868992 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (4 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| BRAZIL FEDERATIVE REP 12.5% DUE 1/5/16 | AT COST | 29284 | 24813 |
| ISHARES EMERGING MKT BONDS (EMB) | AT COST | 26033 | 30698 |
| NOVAGOLD RES INC 5.5% DUE 5/1/15 | AT COST | 21002 | 21473 |
| WHITTIER LONG/SHORT FUND LLC | AT COST | 255225 | 250697 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK CHARGES | 188 | 188 | 0 |
| K-1 PASS-THRU DEDUCTIONS FROM WHITTIER LONG/SHORT FUND LLC | 7462 | 7462 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | WHITTIER LONG/SHORT FUND LLC K-1 | Description |
| Revenue And Expenses Per Books | 121 | RevenueAndExpensesPerBooks |
| Net Investment Income | 121 | NetInvestmentIncome |
| Adjusted Net Income | 121 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ASSET BASIS ADJUSTMENTS | Description |
| Amount | $128,162 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FINANCIAL MANAGEMENT FEES | $46,410 | 46410 | 0 |
| CONSULTING FEES | $0 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAX | $1,858 | 1858 | 0 |
| CALIFORNIA TAX 109/199 | $10 | 0 | 0 |
| CA RRF-1 | $75 | 0 | 0 |
| PAYROLL TAXES | $2,920 | 167 | 2753 |
Comments