BETA

LEMMON FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
LEMMON FOUNDATION (EIN 95-4643623)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-05
IRS object ID
202631259349100743
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-05T12:00:29-07:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN371420474PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Fontanello Duffield & Otake LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 Pine Street Suite 1750AddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954643623EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Lemmon FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLEMMBusinessNameControlTxt
Phone3108047624PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1111 Pine St 1750AddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCourtney N LemmonPersonNm
Person TitlePresidentPersonTitleTxt
Signature2026-05-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAntonio Tellez JrPreparerPersonNm
PTINP01716904PTIN
Phone4159830200PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,629,049FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$36,995DividendsRevAndExpnssAmt
Dividends Net Invst Incm$36,995DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$142,037NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$390,568GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$142,037CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$179,032TotalRevAndExpnssAmt
Total Net Invst Incm$179,032TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$45,870CompOfcrDirTrstRevAndExpnssAmt
Pension Empl Bnft Rev And Expnss$2,662PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$2,662PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,450AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$4,450AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$5,801OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,801OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,367TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$1,006OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$1,006OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$61,156TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,801TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,118TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$96,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$96,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$157,656TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,801TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$104,618TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$21,376ExcessRevenueOverExpensesAmt
Net Investment Income$173,231NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,766CashBOYAmt
Cash EOY$20,433CashEOYAmt
Cash EOYFMV$20,433CashEOYFMVAmt
Sav And Temp Cash Invst BOY$77,932SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$88,249SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$88,249SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$164,737USGovernmentObligationsBOYAmt
US Government Obligations EOY$144,538USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$144,538USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,114,810CorporateStockBOYAmt
Corporate Stock EOY$1,088,185CorporateStockEOYAmt
Corporate Stock EOYFMV$1,088,185CorporateStockEOYFMVAmt
Corporate Bonds BOY$73,446CorporateBondsBOYAmt
Corporate Bonds EOY$49,778CorporateBondsEOYAmt
Corporate Bonds EOYFMV$49,778CorporateBondsEOYFMVAmt
Other Investments BOY$168,638OtherInvestmentsBOYAmt
Other Investments EOY$237,866OtherInvestmentsEOYAmt
Other Investments EOYFMV$237,866OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,604,329TotalAssetsBOYAmt
Total Assets EOY$1,629,049TotalAssetsEOYAmt
Total Assets EOYFMV$1,629,049TotalAssetsEOYFMVAmt
Other Liabilities BOY$806OtherLiabilitiesBOYAmt
Total Liabilities BOY$806TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,603,523NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,629,049NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,603,523TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,629,049TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,604,329TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,629,049TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,603,523TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$21,376ExcessRevenueOverExpensesAmt
Other Increases$4,150OtherIncreasesAmt
Subtotal$1,629,049SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,629,049TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySales of Publicly Traded SecuritiesPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2012-12-12AcquiredDt
Sold2025-12-12SoldDt
Gross Sales Price$390,568GrossSalesPriceAmt
Cost Or Other Basis$248,531CostOrOtherBasisAmt
Gain Or Loss$142,037GainOrLossAmt
Gains Minus Excess Or Losses$142,037GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$142,037CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,408InvestmentIncomeExciseTaxAmt
Subtotal$2,408SubtotalAmt
Tax Based On Investment Income$2,408TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$126EsPenaltyAmt
Tax Due$2,534TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Courtney N LemmonBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3108047624PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1111 Pine StAddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmt
Courtney N Lemmon
111 Pine St 1750San FranciscoCA94111President20.00$29,000$16,870
John McCrea
111 Pine St 1750San FranciscoCA94111Trustee0.20$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,513,586AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$85,213AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,598,799TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,598,799AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$23,982CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,574,817NetVlNoncharitableAssetsAmt
Minimum Investment Return$78,741MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$78,741MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,408TaxBasedOnInvestmentIncomeAmt
Total Tax$2,408TotalTaxAmt
Distributable Before Adj$76,333DistributableBeforeAdjAmt
Distributable Before Ded$76,333DistributableBeforeDedAmt
Distributable As Adjusted$76,333DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$104,618ExpensesAndContributionsAmt
Qualifying Distributions$104,618QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$76,333DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$42,944ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$37,773ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$25,397ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$80,345ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$116,651ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$303,110TotalExcessDistributionCyovAmt
Qualifying Distributions$104,618QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$76,333AppliedToCurrentYearAmt
Remaining Distri From Corpus$28,285RemainingDistriFromCorpusAmt
Total Corpus$331,395TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$42,944ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$288,451ExcessDistriCyovToNextYrAmt
Excess From Year4$37,773ExcessFromYear4Amt
Excess From Year3$25,397ExcessFromYear3Amt
Excess From Year2$80,345ExcessFromYear2Amt
Excess From Year1$116,651ExcessFromYear1Amt
Excess From Current Year$28,285ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Wildlife in Crisis
PO Box 1246WestonCT06883N/APCGeneral Support$500
Sea Turtle Conservancy
4424 NW 13th St Suite B-11GainsevilleFL32609N/APCGeneral Support$10,000
Wild Earth Allies
2 Wisconsin Circle 900Chevy ChaseMD20815N/APCGeneral Support$25,000
Compassion in World Farming
211 E 43rd St 7th FloorNew York CityNY10017N/APCGeneral Support$2,000
Center for Humane Economy
PO Box 30845BethesdaMD20824N/APCGeneral Support$15,000
Compassion Works International
PO Box 92586HendersonNV89009N/APCGeneral Support$4,000
Lady Freethinker
12405 Venice Blvd 390Los AngelesCA90066N/APCGeneral Support$30,000
Central Texas Pig Rescue
1920 E Riverside Dr Ste A120 411AustinTX78741N/APCGeneral Support$5,000
West Newton Cinema Foundation
1296 Washington StreetWest NewtonMA02465N/APCGeneral Support$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$96,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$36,995ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$142,037ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$179,032ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$179,032TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting & Tax PrepCategoryTxt
Amt$4,450Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$4,450DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Apple Inc, 3.35%, 2/9/27$24,920$24,920
American Express, 3.3%, 5/3/27$24,858$24,858

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (53 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
JP Morgan Chase & Co$43,500$43,500
Pepsico Inc$20,810$20,810
Ross Stores Inc$16,213$16,213
United Parcel Service Inc-B$9,919$9,919
Accenture PLC Ireland$16,098$16,098
Cisco Systems Inc$24,650$24,650
Microsoft Corp$82,215$82,215
Johnson & Johnson$24,834$24,834
Stryker Corp$17,574$17,574
Apple Inc$58,450$58,450
Union Pacific Corp$10,409$10,409
Visa Inc -Class A$31,564$31,564
Alphabet Inc CL-A$82,945$82,945
Comcast Corp-A$10,163$10,163
Hubbell Inc$19,985$19,985
Merck & Co Inc$11,579$11,579
Autozone Inc$6,783$6,783
UnitedHealth Group$13,204$13,204
Marsh McLennan Inc$11,131$11,131
Deere Co$11,639$11,639
Donaldson Co$17,289$17,289
Lowes Co$13,259$13,259
Cooper Cos Inc$10,655$10,655
Chubb Ltd$24,970$24,970
Conocophilips$16,382$16,382
Adobe Inc$8,750$8,750
Air Products Chemicals Inc$9,881$9,881
Aptar Group Inc$6,098$6,098
Te Connectivity Ltd$14,788$14,788
Boston Trust Walden$42,701$42,701
Boston Trust Walden Small$37,417$37,417
Agilent Technologies Inc$10,205$10,205
Booking Holdings$16,066$16,066
D R Horton Inc$9,362$9,362
Lululemon Athletica Inc$8,312$8,312
Sysco Corp$16,212$16,212
Applied Materials$35,979$35,979
Automatic Data Processing$15,434$15,434
Nvidia Corp$70,870$70,870
Oracle Corporation$16,567$16,567
Qualcomm Inc$12,829$12,829
Essential Utils Inc$13,810$13,810
Accrued Income$2,735$2,735
Procter Gamble Co$14,331$14,331
EOG Res Inc$10,501$10,501
American Express Co$14,798$14,798
Blackrock Inc$16,055$16,055
Morgan Stanley Com$14,202$14,202
Amgen Inc$9,819$9,819
Thermo Fisher Scientific Inc$11,589$11,589
Fortinet Inc$9,132$9,132
Kla Corp$24,302$24,302
Atmos Energy Corp$9,220$9,220

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$144,538USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$144,538USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Vanguard Inflation ProtFMV$25,684$25,684
Vanguard Intm TermFMV$162,048$162,048
Vanguard ESGFMV$50,134$50,134

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Filing Fees$106$106
Payroll Processing Fees$900$900

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment ConsultingCategoryTxt
Amt$5,801Amt
Net Investment Income$5,801NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFederal Excise Tax on InvestmentsCategoryTxt
Amt$1,367Amt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.