MARK C LEMONS FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: MARK C LEMONS FOUNDATION (EIN 95-4712282)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-07-09
IRS object ID: 201241919349100304
Schema version: 2011v1.2
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
Accounting Fees Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-07-09T11:47:01-05:00	Timestamp
Tax Period End Date	2011-12-31	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	2011-01-01	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	16032 MIAMI WAY	AddressLine1
City	PACIFIC PALISADES	City
State	CA	State
ZIP Code	90272	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	MARK C LEMONS	Name
Title	TRUSTEE	Title
Phone	3108287547	Phone
Date Signed	2012-07-09	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	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	5109219	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	261885	ContriReceivedRevAndExpnss
Dividends Rev And Expnss	114693	DividendsRevAndExpnss
Dividends Net Invst Incm	113680	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	14073	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	614799	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	14073	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	390651	TotalRevenueAndExpenses
Total Net Investment Income	127753	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	46488	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	31488	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	15000	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	49317	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	46984	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	1900	OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss	8217	TaxesRevAndExpnss
Taxes Net Invst Incm	2437	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	5280	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	7446	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	7362	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	84	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	146468	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	90271	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	55264	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	215100	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	215100	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	361568	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	90271	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	270364	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	29083	ExcessOfRevenueOverExpenses
Net Investment Income	37482	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	251635	CashBOY
Cash EOY	33245	CashEOY
Cash EOYFMV	33245	CashEOYFMV
Savings And Temp Cash Invst BOY	574437	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	475159	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	475159	SavingsAndTempCashInvstEOYFMV
Receivables From Officers BOY	310	ReceivablesFromOfficersBOY
Receivables From Officers EOY	310	ReceivablesFromOfficersEOY
Receivables From Officers EOYFMV	310	ReceivablesFromOfficersEOYFMV
Investments Corp Stock BOY	3283511	InvestmentsCorpStockBOY
Investments Corp Stock EOY	3584563	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	4225850	InvestmentsCorpStockEOYFMV
Investments Other BOY	255931	InvestmentsOtherBOY
Investments Other EOY	375933	InvestmentsOtherEOY
Investments Other EOYFMV	374655	InvestmentsOtherEOYFMV
Other Assets BOY	79297	OtherAssetsBOY
Other Assets EOY	0	OtherAssetsEOY
Other Assets EOYFMV	0	OtherAssetsEOYFMV
Total Assets BOY	4445121	TotalAssetsBOY
Total Assets EOY	4469210	TotalAssetsEOY
Total Assets EOYFMV	5109219	TotalAssetsEOYFMV
Other Liabilities BOY	3063	OtherLiabilitiesBOY
Other Liabilities EOY	0	OtherLiabilitiesEOY
Total Liabilities BOY	3063	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	4442058	RetainedEarningsBOY
Retained Earnings EOY	4469210	RetainedEarningsEOY
Total Net Assets BOY	4442058	TotalNetAssetsBOY
Total Net Assets EOY	4469210	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	4445121	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	4469210	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	4442058	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	29083	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	4471141	Subtotal
Other Decreases	1931	OtherDecreases
Total Net Assets Fund Balances EOY	4469210	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)

Description Of AssetDescriptionOfAsset	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses	How AcquiredHowAcquired
WHITTIER S/T - PUBLICLY TRADED SECURITIES	143747	139323	4424	4424
WHITTIER L/T - PUBLICLY TRADED SECURITIES	451599	461403	-9804	-9804
WHITTIER LONG/SHORT FUND LLC K-1	13848		13848	13848	P
WHITTIER LONG/SHORT FUND LLC K-1	141		141	141	P
WFB CLASS ACTION SETTLEMENT	1297		1297	1297
CAPITAL GAINS DIVIDENDS	4167		4167	4167	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	14073	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	750	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	750	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	750	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	1366	EstTaxPaymentsAndOverpayment
Total Credits And Payments	1366	TotalCreditsAndPayments
Overpayment	616	Overpayment
Amount Credited To Next Year	616	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	16032 MIAMI WAY	AddressLine1
City	PACIFIC PALISADES	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	4749582	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	326620	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	5076202	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	5076202	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	76143	CashDeemedCharitable
Net Noncharitable Assets	5000059	NetNoncharitableAssets
Minimum Investment Return	250003	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	250003	MinimumInvestmentReturn
Tax Based On Investment Income	750	TaxBasedOnInvestmentIncome
Total Tax	750	TotalTax
Distributable Amount Before Adj	249253	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	249253	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	249253	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	270364	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	270364	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	270364	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	249253	DistributableAmountAsAdjusted
Undistributed Income Prior Year	215656	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Total Excess Distri Carryover	0	TotalExcessDistriCarryover
Qualifying Distributions	270364	QualifyingDistributions
Applied To Year1	215656	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	54708	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	194545	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 (15 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Address Line2RecipientUSAddress/AddressLine2
CALVARY CHRISTIAN SCHOOL FOUNDATION
701 PALISADES DRIVE	PACIFIC PALISADES	CA	90272	PUBLIC CHARITY	EDUCATION	$78,500
CHILDREN'S BUREAU
1910 MAGNOLIA AVENUE	LOS ANGELES	CA	900071220	PUBLIC CHARITY	SOCIAL SERVICES	$22,500
CHRIS MURPHY FOUNDATION
3237 NELSON LANE	FORT COLLINS	CO	80525	PUBLIC CHARITY	SOCIAL SERVICES	$11,000
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	$8,100
PALISADES HIGH BOOSTER CLUB
POBOX 223	PACIFIC PALISADES	CA	90272	PUBLIC CHARITY	EDUCATIONAL	$4,500
PALISADES HIGH BOOSTER CLUB - FOOTBALL
POBOX 223	PACIFIC PALISADES	CA	90272	PUBLIC CHARITY	GENERAL SUPPORT	$500
PROJECT PLAY
2029 CENTURY PARK EAST STE 437	LOS ANGELES	CA	90067	PUBLIC CHARITY	GENERAL SUPPORT	$10,000
SAINT JOHN'S HEALTH CENTER FOUNDATION
1328 TWENTY SECOND STREET	SANTA MONICA	CA	904042091	PUBLIC CHARITY	SOCIAL SERVICES	$15,000
SHOE 4 AFRICA
11 EAST 131ST ST	NEW YORK	NY	10037	PUBLIC CHARITY	GENERAL SUPPORT	$2,500
SO CAL PUBLIC RADIO
474 SOUTH RAYMOND AVENUE	PASADENA	CA	91105	PUBLIC CHARITY	PUBLIC RADIO	$2,500
THE FORMAN SCHOOL
12 NORFOLK ROAD ANNUAL FUND PO BOX	LITCHFIELD	CT	067590080	PUBLIC CHARITY	EDUCATION	$25,000	80
UC REGENTS
1111 FRANKLIN ST 12TH FLOOR	OAKLAND	CA	94607	PUBLIC CHARITY	GENERAL SUPPORT	$15,000
UNIVERSITY OF PORTLAND
5000 N WILLAMETTE BLVD	PORTLAND	OR	97203	PUBLIC CHARITY	GENERAL SUPPORT	$5,000
YMCA
821 VIA DE LA PAZ	PACIFIC PALISADES	CA	90272	PUBLIC CHARITY	GENERAL SUPPORT	$5,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	215100	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	$114,693	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$14,073	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$128,766	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	128766	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	261885	AggregateContributions
Person Contribution Type	X	PersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING	Category
Amount	$46,488	Amount
Net Investment Income	31488	NetInvestmentIncome
Disbursements Charitable Prps	15000	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	3584563	EOYBookValue
EOYFMV	4225850	EOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (8 entries)

Category Or ItemCategoryOrItem	Listed At Cost Or FMVListedAtCostOrFMV	Book ValueBookValue	EOYFMVEOYFMV
AUSTRALIAN GOVT BONDS 5.750% 06/15/2011	AT COST	0	0
BARCLAYS BANK PLC IPATH S&P 500 VIX NEW	AT COST	0	0
BRAZIL FEDERATIVE REP 12.5% DUE 1/5/16	AT COST	27597	25617
CANADA GOVT BD 2.0% 09/01/2012	AT COST	42086	44505
ISHARES EMERGING MKT BONDS (EMB)	AT COST	26033	27438
NEW ZEALAND BOND 6.000% 11/15/2011	AT COST	0	0
NOVAGOLD RES INC 5.5% DUE 5/1/15	AT COST	21003	23310
WHITTIER LONG/SHORT FUND LLC	AT COST	259214	253785

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	DISTRIBUTION RECEIVABLE - ALETHEIA INSIDERS INDEX II LP	Description
BOY Book Value	79297	BOYBookValue
EOY Book Value	0	EOYBookValue
EOYFMV	0	EOYFMV

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Field	Value	IRS element (for citing)
Description	ASSET BASIS ADJUSTMENTS	Description
Amount	$1,931	Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
BANK CHARGES	57	57	0
K-1 PASS-THRU DEDUCTIONS FROM WHITTIER LONG/SHORT FUND LLC	7300	7300	0
PAYROLL PROCESSING FEES	89	5	84

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	EMPLOYEE PAYROLL TAX LIABILITIES	Description
BOY Book Value	3063	BOYBookValue
EOY Book Value	0	EOYBookValue

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
MANAGEMENT FEES	$47,417	46984	0
CONSULTING FEES	$1,900	0	1900

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
FOREIGN TAX	$2,117	2117	0
FEDERAL TAX 990-PF/990-T	$500	0	0
PAYROLL TAXES	$5,600	320	5280

MARK C LEMONS FOUNDATION: Form 990PF, tax year 2011

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee

US Address USAddress

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (15 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Contributor Address US ContributorAddressUS

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (8 entries)

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

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