LEMON FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LEMON FAMILY FOUNDATION (EIN 73-1516391)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202621329349101637
- Schema version
- 2025v4.1
- 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
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T08:47:13-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731452032 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wright CPAs PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 East 19th Street Unit 304 | AddressLine1Txt |
| City | Edmond | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731516391 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEMON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEMO | BusinessNameControlTxt |
| Phone | 4053972097 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11300 RUNNING DEER COURT | AddressLine1Txt |
| City | EDMOND | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY LEMON | PersonNm |
| Person Title | Executive Dir. | PersonTitleTxt |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | James C Wright CPA | PreparerPersonNm |
| PTIN | P01019830 | PTIN |
| Phone | 4056420901 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $5,665,916 | 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 | $859,845 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,654 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,654 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,654 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $78,256 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $78,256 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $78,256 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $446,128 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,550,274 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $446,128 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $120,838 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,385,883 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $526,038 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $200,748 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,280 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,280 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,280 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,280 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,516 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,516 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $17,516 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $17,516 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,391 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,391 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $3,391 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $3,391 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $349 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $349 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $349 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $349 | PrintingAndPubDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,536 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,536 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $22,536 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,536 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $177,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $177,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $199,836 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,536 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $22,536 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $199,836 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,186,047 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $503,502 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $178,212 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $490,335 | CashBOYAmt |
| Cash EOY | $780,413 | CashEOYAmt |
| Cash EOYFMV | $780,413 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $3,855 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $6,428 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $6,428 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $3,410,895 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,246,268 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,879,075 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,905,085 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,033,109 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,665,916 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,905,085 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,033,109 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,905,085 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,033,109 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,905,085 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,033,109 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,905,085 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,186,047 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,091,132 | SubtotalAmt |
| Other Decreases | $58,023 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,033,109 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (57 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| 20 Las Vegas Sands Calls Jan 50's | P | 2024-09-27 | 2025-01-17 | $9,394 | $9,394 | $9,394 | |
| 70 Arbor Realty Trust Calls Jan 16's | P | 2024-10-11 | 2025-01-17 | $4,548 | $4,548 | $4,548 | |
| 40 Marvell Tech Calls Jan 100's | P | 2024-11-06 | 2025-01-17 | ||||
| 4 MicroSoft Corp Puts Mar 405's | P | 2025-02-13 | 2025-03-21 | ||||
| 10 Cigna Corp Calls Apr 310's | P | 2025-02-19 | 2025-04-17 | ||||
| 50 Annaly Capital Mgmt Calls Mar 22's | P | 2025-02-26 | 2025-03-21 | $1,999 | $1,999 | $1,999 | |
| 150 Ford Motor Co Calls May 10.85 | P | 2025-03-19 | 2025-05-16 | $4,196 | $4,196 | $4,196 | |
| 50 B2 Gold Corp Calls July 3.50's | P | 2025-04-14 | 2025-07-18 | $1,499 | $1,499 | $1,499 | |
| 10 Astera Labs, Inc Calls June 95's | P | 2025-05-14 | 2025-06-20 | $6,100 | $6,100 | $6,100 | |
| 150 Ford Motor Co Calls July 11's | P | 2025-05-19 | 2025-07-18 | $5,246 | $3,742 | $3,742 | $1,504 |
| 10 Micron Tech, Inc Calls Aug 130's | P | 2025-06-16 | 2025-08-15 | $6,100 | $6,100 | $6,100 | |
| 20 Las Vegas Sands Calls Aug 50's | P | 2025-07-16 | 2025-08-15 | ||||
| 10 Astera Labs, Inc Calls Aug 100's | P | 2025-07-17 | 2025-08-15 | ||||
| 150 Ford Motor Co Calls Oct 11's | P | 2025-07-18 | 2025-10-17 | ||||
| 50 Tactile Systems Oct 12.50's | P | 2025-08-08 | 2025-08-22 | $4,249 | -$2,002 | -$2,002 | $6,251 |
| 70 Arbor Realty Trust Calls Oct 12's | P | 2025-08-08 | 2025-10-17 | $3,148 | $3,148 | $3,148 | |
| 50 Gigacloud Technology Calls Oct 35's | P | 2025-08-12 | 2025-10-17 | $8,249 | $8,249 | $8,249 | |
| 50 B2 Gold Corp Calls Oct 4's | P | 2025-08-13 | 2025-10-17 | ||||
| 50 Tactile Systems Jan 12.50's | P | 2025-08-22 | 2025-09-11 | $9,499 | -$1,752 | -$1,752 | $11,251 |
| 10 Advanced Micro Device Calls Jan 220's | P | 2025-10-06 | 2025-12-11 | $26,120 | $15,490 | $15,490 | $10,630 |
| 100 Vale, SA Calls Jan 12's | P | 2025-11-11 | 2025-12-11 | ||||
| 1000 Cigna Corp w/Calls | P | 2025-01-08 | 2025-04-17 | $317,291 | $39,541 | $39,541 | $277,750 |
| 0.57142 Scilex Holdings Co | P | 2025-04-15 | 2025-04-15 | $4 | $4 | $4 | |
| 0.28914 Scilex Holdings Co | P | 2025-04-25 | 2025-04-25 | $1 | $1 | $1 | |
| 1000 Astera Labs,Inc w/Calls | P | 2025-03-04 | 2025-08-15 | $109,400 | $40,400 | $40,400 | $69,000 |
| 5000 Star Bulk Cariers | P | 2025-01-07 | 2025-11-25 | $97,900 | $24,150 | $24,150 | $73,750 |
| 6000 Arcturus Therapeutics Holdings, Inc | P | 2025-08-28 | 2025-12-03 | $37,800 | -$67,200 | -$67,200 | $105,000 |
| 4000 Tectonic Therapeutic, Inc | P | 2025-08-28 | 2025-12-03 | $79,000 | -$26,000 | -$26,000 | $105,000 |
| 20000 Poseida Therapeutics, Inc | P | 2023-06-09 | 2025-01-09 | $180,000 | $135,000 | $135,000 | $45,000 |
| 2000 Marvell Technology, Inc w/Calls | P | 2022-03-04 | 2025-01-17 | $208,894 | $80,994 | $80,994 | $127,900 |
| 2000 Marvell Technology, Inc w/Calls | P | 2022-12-21 | 2025-01-17 | $208,894 | $132,174 | $132,174 | $76,720 |
| 15000 PaySign, Inc w/Calls | P | 2023-06-05 | 2025-04-11 | $30,299 | -$44,406 | -$44,406 | $74,705 |
| 2000 Devon Energy Corp | P | 2023-02-17 | 2025-05-22 | $62,730 | -$42,770 | -$42,770 | $105,500 |
| 2000 Las Vegas Sands Corp w/Calls | P | 2023-12-06 | 2025-08-15 | $103,839 | $13,839 | $13,839 | $90,000 |
| 5000 Tactile Systems Technology, Inc | P | 2023-11-29 | 2025-09-11 | $68,079 | -$1,921 | -$1,921 | $70,000 |
| 5000 B 2 Gold Corp w/Calls | P | 2020-11-12 | 2025-10-17 | $21,249 | -$8,751 | -$8,751 | $30,000 |
| 3000 Ford Motor Co w/Calls | P | 2014-10-01 | 2025-10-17 | $35,159 | -$8,641 | -$8,641 | $43,800 |
| 7000 Ford Motor Co w/Calls | P | 2017-04-12 | 2025-10-17 | $82,038 | $3,301 | $3,301 | $78,737 |
| 5000 Ford Motor Co w/Calls | P | 2020-02-25 | 2025-10-17 | $58,599 | $21,099 | $21,099 | $37,500 |
| 5000 Star Bulk Cariers | P | 2024-08-19 | 2025-11-25 | $97,800 | -$9,450 | -$9,450 | $107,250 |
| 5000 Zynex, Inc | P | 2023-06-06 | 2025-12-02 | $6,054 | -$39,696 | -$39,696 | $45,750 |
| 20000 Zedge, Inc | P | 2023-06-12 | 2025-12-04 | $47,000 | -$18,947 | -$18,947 | $65,947 |
| 10000 Vale, SA w/Calls | P | 2024-11-13 | 2025-12-11 | $127,598 | $11,098 | $11,098 | $116,500 |
| 50 Opera, Ltd Calls Jan 20's | P | 2024-10-29 | 2025-01-17 | $5,467 | $5,467 | $5,467 | |
| 20 DataDog, Inc Calls Jan 160's | P | 2024-11-22 | 2025-01-17 | $9,986 | $9,986 | $9,986 | |
| 50 Archer Aviation, Inc Calls Jan 10's | P | 2024-11-29 | 2025-01-17 | $6,467 | $6,467 | $6,467 | |
| 50 Opera, Ltd Calls Apr 22.50 | P | 2025-02-14 | 2025-04-17 | $8,717 | $8,717 | $8,717 | |
| 50 Archer Aviation, Inc Calls Mar 12's | P | 2025-02-18 | 2025-03-21 | $6,717 | $6,717 | $6,717 | |
| 50 Archer Aviation, Inc Calls May 11's | P | 2025-03-26 | 2025-05-14 | $2,317 | -$216 | -$216 | $2,533 |
| 50 Archer Aviation, Inc Calls June 11's | P | 2025-05-14 | 2025-06-20 | $6,217 | $6,217 | $6,217 | |
| 20 DataDog, Inc Calls July 125's | P | 2025-05-28 | 2025-07-18 | ||||
| 50 Archer Aviation, Inc Calls Aug 12's | P | 2025-06-27 | 2025-08-15 | $3,817 | $3,817 | $3,817 | |
| 30 Viking Therapeutics Puts Sept 30's | P | 2025-07-21 | 2025-09-19 | ||||
| 5000 Taboola, Ltd | P | 2024-09-03 | 2025-06-05 | $18,549 | $1,699 | $1,699 | $16,850 |
| 1000 GoDaddy, Inc | P | 2025-08-13 | 2025-08-13 | $144,060 | $360 | $360 | $143,700 |
| 2000 DataDog, Inc w/Calls | P | 2023-12-26 | 2025-07-18 | $257,586 | $116,586 | $116,586 | $141,000 |
| 8000 Opko Health, Inc | P | 2022-08-29 | 2025-12-08 | $10,399 | -$14,219 | -$14,219 | $24,618 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $446,128 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $120,838 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,999 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,999 | SubtotalAmt |
| Tax Based On Investment Income | $6,999 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,696 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $732 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $6,428 | TotalPaymentsAndCreditsAmt |
| Tax Due | $571 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LARRY LEMON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4053972097 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11300 RUNNING DEER COURT | AddressLine1Txt |
| City | EDMOND | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 730138344 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY LEMON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11300 RUNNNG DEER COURT | AddressLine1Txt |
| City | EDMOND | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 730138344 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Executive Dir. | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DONATIONS FOR UNDER PRIVILEDGED CHILDREN | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,893,747 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $466,223 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,359,970 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,359,970 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,400 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,294,570 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $214,729 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $199,836 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $199,836 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1997-08-21 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $178,212 | CurrentYearAmt |
| Year1 | $180,652 | Year1Amt |
| Year2 | $151,339 | Year2Amt |
| Year3 | $147,444 | Year3Amt |
| Total | $657,647 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $151,480 | CurrentYearAmt |
| Year1 | $153,554 | Year1Amt |
| Year2 | $128,638 | Year2Amt |
| Year3 | $125,327 | Year3Amt |
| Total | $558,999 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $199,836 | CurrentYearAmt |
| Year1 | $167,891 | Year1Amt |
| Year2 | $163,544 | Year2Amt |
| Year3 | $182,401 | Year3Amt |
| Total | $713,672 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $199,836 | CurrentYearAmt |
| Year1 | $167,891 | Year1Amt |
| Year2 | $163,544 | Year2Amt |
| Year3 | $182,401 | Year3Amt |
| Total | $713,672 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $143,153 | CurrentYearAmt |
| Year1 | $120,435 | Year1Amt |
| Year2 | $100,893 | Year2Amt |
| Year3 | $98,296 | Year3Amt |
| Total | $462,777 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LARRY LEMON | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LARRY LEMON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11300 RUNNING DEER COURT | AddressLine1Txt |
| City | EDMOND | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 730138344 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4053972097 | RecipientPhoneNum |
| Recipient Email Address | LLEMON1@COX.NET | RecipientEmailAddressTxt |
| Form And Info And Materials | LETTER FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | OCT 1 OF EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| IMPACT OKLAHOMA | ||||||
| P O BOX 20149 | OKLAHOMA CITY | OK | 73156 | PC | PROGRAMS | $1,500 |
| POSITIVE TOMORROWS | ||||||
| 901 N VILLA AVENUE | OKLAHOMA CITY | OK | 73107 | PC | PROGRAMS | $25,000 |
| EDMOND SANTA FE HIGH SCHOOL | ||||||
| 1901 W 15TH STREET | EDMOND | OK | 73013 | PC | PROGRAMS | $2,500 |
| SOONER GOLDEN RETRIEVER RESCUE | ||||||
| PO BOX 57139 | OKLAHOMA CITY | OK | 73157 | PC | PROGRAMS | $1,000 |
| ARISE MINISTIRES | ||||||
| 1808 DENA DRIVE | EDMOND | OK | 73003 | PC | PROGRAMS | $2,500 |
| EMPOWER | ||||||
| 1232 N CLASSEN | OKLAHOMA CITY | OK | 73106 | PC | PROGRAMS | $1,000 |
| OKLAHOMA CITY SCHOOL FOUNDATION | ||||||
| 431 W MAIN | OKLAHOMA CITY | OK | 73102 | PC | PROGRAMS | $10,000 |
| TWIN CEDARS | ||||||
| 1 TWIN CEDAR LANE | GUTHRIE | OK | 73044 | PC | PROGRAMS | $2,000 |
| DINNER WITH LOVE FOUNDATION | ||||||
| 416 W 41ST STREET | OKLAHOMA CITY | OK | 73118 | PC | PROGRAMS | $2,000 |
| INFANT CRISIS SERVICES INC | ||||||
| 4224 N LINCOLN | OKLAHOMA CITY | OK | 73105 | PC | PROGRAMS | $5,000 |
| ST PAUL SCHOOL OF THEOLOGY | ||||||
| 2501 N BLACKWELDER AVE | OKLAHOMA CITY | OK | 73106 | PC | PROGRAMS | $2,500 |
| CLEATS FOR KIDS | ||||||
| 720 W WILSHIRE BLVD STE 120 | OKLAHOMA CITY | OK | 73116 | PC | PROGRAMS | $50,000 |
| SKYLINE CHURCH INC | ||||||
| 1901 N DOUGLAS | OKLAHOMA CITY | OK | 73106 | PC | PROGRAMS | $5,000 |
| CROSS POINT CAMP RETREAT | ||||||
| P O BOX 1470 | KINGSTON | OK | 73439 | PC | PROGRAMS | $2,000 |
| GREATER OKC ALUMNAE PANHELLENIC | ||||||
| P O BOX 720723 | OKLAHOMA CITY | OK | 73172 | PC | PROGRAMS | $1,500 |
| THE NATIONAL WORLD WAR II MUSEUM | ||||||
| 945 MAGAZINE STREET | NEW ORLEANS | LA | 70130 | PC | PROGRAMS | $1,500 |
| FREE TO LIVE | ||||||
| P O BOX 5884 | EDMOND | OK | 73083 | PC | PROGRAMS | $1,000 |
| ACTS 2 UNITED METHODIST CHURCH | ||||||
| 4848 WEST COVELL | EDMOND | OK | 73012 | PC | PROGRAMS | $15,300 |
| KIDS ACROSS AMERICA | ||||||
| 2036 TIMBERLAKE ROAD | BRANSON | MO | 65616 | PC | PROGRAMS | $15,000 |
| PROJECT TRANSFORMATION | ||||||
| 1501 NW 24TH STREET | OKLAHOMA CITY | OK | 73106 | PC | PROGRAMS | $10,000 |
| WHIZ KID OF OKLAHOMA | ||||||
| PO BOX 18103 | OKLAHOMA CITY | OK | 73154 | PC | PROGRAMS | $20,000 |
| OKLAHOMA CITY UNIVERSITY | ||||||
| 2501 N BLACKWELDER AVE | OKLAHOMA CITY | OK | 73106 | PC | PROGRAMS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $177,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,654 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $78,256 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $446,128 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $526,038 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $526,038 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| MARTHA JEAN LEMON | |||||||
| 1 | 7707 W BRITTON ROAD | OKLAHOMA CITY | OK | 73132 | $311,490 | Yes (X) | |
| LARRY H LEMON | |||||||
| 2 | 11300 RUNNING DEER COURT | EDMOND | OK | 730138344 | $322,705 | Yes (X) | Yes (X) |
| MARTHA JEAN LEMON | |||||||
| 3 | 7707 W BRITTON ROAD | OKLAHOMA CITY | OK | 73132 | $225,650 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2000 SHS MICRON TECHNOLOGY | $311,490 | 2025-09-12 |
| 2 | 3000 SHS HALOZYME THERAPEUTICS | $222,705 | 2025-09-04 |
| 3 | 5000 SHS COLLEGIUM PHARMACEUTICAL | $225,650 | 2025-11-19 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,280 | Amt |
| Net Investment Income | $1,280 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,280 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,280 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPTION INCOME FOR 2026 | Desc |
| Amt | $58,023 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $17,516 | Amt |
| Net Investment Income | $17,516 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $17,516 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $17,516 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2024 TAX | CategoryTxt |
| Amt | $3,391 | Amt |
| Net Investment Income | $3,391 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,391 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,391 | DisbursementsCharitablePrpsAmt |
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