Jim B Lemon Foundation Inc
Jim B Lemon Foundation Inc is a private foundation, based in Verona, WI. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $38K in total assets. In 2024, it awarded 1 grant totaling $205K. Net investment income was $1K.
Key facts about Jim B Lemon Foundation Inc
In short: Jim B Lemon Foundation Inc gave $205K across 1 grant in 2024 (avg $205K), mostly in Wisconsin. Source: 2024 IRS Form 990-PF.
- EIN
- 92-2515532
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $205,200
- Grants made (2024)
- 1
- Average grant
- $205,200
- Median grant
- $205,200
- Total assets
- $37,903
- Primary geography
- Wisconsin (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$38K
-66.3% YoY
Annual Giving
$205K
+294.6% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$205K
+294.6% YoY
Under IRS private-foundation payout rules, Jim B Lemon Foundation Inc reported a distributable amount of $4K for 2024 — the minimum it must pay out in qualifying distributions.
How Jim B Lemon Foundation Inc gives
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2023 to 2024, annual grant giving ranged from $52K (2023) to $205K (2024). In 2024 it made 1 grant totaling $205K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was University of Wisconsin Foundation ($205K).
Grant Size Distribution
2 grants across all recorded years
The most common grant size was in the $50–100K range: 1 grant of 2 (50%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Wisconsin Foundation Madison, WI | $195,200 to uw carbone cancer center innovation fund and $10,000 to pancreatic cancer research greatest need fund | $205,200 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 |
|---|---|---|
| Total Assets | $37,903 | $112,348 |
| Revenue | $209,715 | $243,153 |
| Expenses | $284,177 | $130,805 |
| Qualifying Distributions | $284,175 | $130,805 |
| Net Investment Income | $1,326 | $178 |
| Distributable Amount | $4,396 | $3,912 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2023–2024
Leadership & Key People
Officers and directors from IRS filings
Jim B Lemon Foundation Inc is led by Kathryn Lemon, President & Treasurer on every filing since 2023; none of the 11 officers listed in 2024 report compensation.
Officers on the 2024 filing
Kathryn Lemon
President & Treasurer
On filings since 2023
8 hrs/week
No compensation reported
Christopher Tierney
Chairman
On filings since 2023
1 hr/week
No compensation reported
Brent Conwell
Director
On filings since 2023
1 hr/week
No compensation reported
James Caulkins
Director
On filings since 2023
1 hr/week
No compensation reported
James Imhoff
Director
On filings since 2023
1 hr/week
No compensation reported
Josh Pelletter
Director
On filings since 2023
1 hr/week
No compensation reported
Mark Meloy
Director
On filings since 2023
1 hr/week
No compensation reported
Michael Oliphant
Director
On filings since 2023
1 hr/week
No compensation reported
Val Fernandez
Director
On filings since 2023
1 hr/week
No compensation reported
Jane Tereba
Vice President
On filings since 2023
1 hr/week
No compensation reported
Kyle Pitzner
Secretary
On filings since 2023
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2023–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Jim B Lemon Foundation Inc
How much does Jim B Lemon Foundation Inc give each year?
Jim B Lemon Foundation Inc gave $205K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $52K across 1 grant.
How large is Jim B Lemon Foundation Inc?
Jim B Lemon Foundation Inc reported $38K in total assets on its 2024 IRS Form 990-PF. It paid out $284K in qualifying distributions that year, against a required minimum of $4K (roughly 5% of its investment assets).
Where does Jim B Lemon Foundation Inc operate?
Jim B Lemon Foundation Inc has awarded grants in Wisconsin.
What is Jim B Lemon Foundation Inc's EIN?
Jim B Lemon Foundation Inc's EIN (Employer Identification Number) is 92-2515532. IRS Form 990 filing data is available on this page for 2023–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Jim B Lemon Foundation Inc by hand.
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