Jim B Lemon Foundation Inc

VERONA, WI EIN: 92-2515532

Jim B Lemon Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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 grants totaling $205K. Net investment income was $1K.

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.

About Jim B Lemon Foundation Inc

Based on IRS filings

Jim B Lemon Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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 grants totaling $205K. Net investment income was $1K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Madison

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$78K$156K$234K$313K20232024
Metric20242023
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

Giving Over Time

Total grant dollars and number of grants per year

$0$51K$103K$154K$205K1 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

UNIVERSITY OF WISCONSIN …$205K

Grant Size Distribution

2 grants across all recorded years

<$50K1$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include University of Wisconsin Foundation ($205,200).

RecipientPurposeAmount
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

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
KATHRYN LEMONPRESIDENT/TREASURER8
CHRISTOPHER TIERNEYCHAIRMAN1
JANE TEREBAVICE PRESIDENT1
KYLE PITZNERSECRETARY1
BRENT CONWELLDIRECTOR1
MARK MELOYDIRECTOR1
MICHAEL OLIPHANTDIRECTOR1
JOSH PELLETTERDIRECTOR1
JAMES IMHOFFDIRECTOR1
JAMES CAULKINSDIRECTOR1
VAL FERNANDEZDIRECTOR1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Jim B Lemon Foundation Inc?

Jim B Lemon Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in VERONA, WI. It holds $38K in total assets as of 2024.

How large is Jim B Lemon Foundation Inc?

As of 2024, Jim B Lemon Foundation Inc holds $38K in total assets with $210K in annual revenue. It awarded 1 grants totaling $205K in 2024.

Where does Jim B Lemon Foundation Inc operate?

Jim B Lemon Foundation Inc has awarded grants in Wisconsin.

What size grants does Jim B Lemon Foundation Inc award?

In 2024, Jim B Lemon Foundation Inc awarded 1 grants totaling $205K — an average of about $205K per grant, based on its IRS Form 990 filings.

How much is Jim B Lemon Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Jim B Lemon Foundation Inc reported a distributable amount of $4K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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