TOM AND BARBARA LYON FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TOM AND BARBARA LYON FAMILY FOUNDATION (EIN 13-4339936)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-01
- IRS object ID
- 202032459349100603
- Schema version
- 2019v5.1
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-01T08:51:27-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362663249 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEISS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 PATRIOT BOULEVARD - SUITE 400 | AddressLine1Txt |
| City | GLENVIEW | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60026 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134339936 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOM AND BARBARA LYON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOMA | BusinessNameControlTxt |
| Phone | 8472513950 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2210 ELMWOOD AVENUE | AddressLine1Txt |
| City | WILMETTE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60091 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE LYON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8472513950 | PhoneNum |
| Signature | 2020-08-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES HAMILTON | PreparerPersonNm |
| PTIN | P01065919 | PTIN |
| Phone | 8474418800 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 45.27.55.57 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-25 | IPDt |
| IP Tm | 10:18:56 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7E9262563DCA2B0930D7A43CADC573152D6C6D64 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0A2308F95823302D9FFE0693BD0C5588A34F5D17 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,394,579 | 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 | $321,603 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $32,358 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,358 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,677 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $387,561 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,677 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $359,638 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,035 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $200 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $200 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,125 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,185 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,185 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $556 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $531 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,191 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,841 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,350 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $54,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $54,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $69,391 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,841 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $55,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $290,247 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,194 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $42,850 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $72,603 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $72,603 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,027,664 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,184,894 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,321,975 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,070,514 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,257,498 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,394,579 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,070,514 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,257,498 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,070,514 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,257,498 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,070,514 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,257,498 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,070,514 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $290,247 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,360,761 | SubtotalAmt |
| Other Decreases | $103,263 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,257,498 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| TD AMERITRADE 1532 | P | 2018-11-13 | 2019-01-22 | $76,818 | $77,258 | -$440 | -$440 |
| TD AMERITRADE 1532 | P | 2018-01-05 | 2019-12-31 | $248,601 | $252,390 | -$3,789 | -$3,789 |
| TD AMERITRADE 1532 | P | 2009-02-05 | 2019-12-31 | $13,870 | $3,729 | $10,141 | $10,141 |
| TD AMERITRADE 7339 | P | 2019-01-25 | 2019-12-31 | $48,272 | $48,507 | -$235 | -$235 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,677 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $54,632 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,134,561 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048153 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $9,249 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $232,065 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039855 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,575 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $235,078 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.032223 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $12,104 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $252,906 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047860 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $11,504 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $247,763 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046431 | DistributionYr5Rt |
| Total Distribution | 0.214522 | TotalDistributionRt |
| Average Distribution | 0.042904 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,095,328 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $46,994 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $242 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $47,236 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $55,550 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $242 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $242 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $242 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $267 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $255 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $522 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $280 | OverpaymentAmt |
| Applied To ES Tax | $280 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BRUCE LYON | IndividualWithBooksNm |
| Phone | 8472513950 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2210 ELMWOOD AVENUE | AddressLine1Txt |
| City | WILMETTE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60091 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BRUCE LYON | ||||||||
| 2210 ELMWOOD AVENUE | WILMETTE | IL | 30201 | PRES, SECRETARY, TREASURER | 1.00 | $0 | $0 | $0 |
| SCOTT LYON | ||||||||
| 7082 PINECREST | PARK CITY | UT | 84098 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAVID LYON | ||||||||
| 818 WASHINGTON | WHEATON | IL | 60187 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,112,008 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,112,008 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,112,008 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,680 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,095,328 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,766 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,766 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $242 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $242 | TotalTaxAmt |
| Distributable Before Adj | $54,524 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $54,524 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $54,524 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $55,550 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $55,550 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $242 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $55,308 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,524 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $55,550 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $54,524 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,026 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,026 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,026 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,026 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| COTTONWOODS CANYON FOUNDATION | ||||||
| POBOX 712440 | COTTONWOOD HEIGHTS | UT | 84171 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| FIRST PRESBYTERIAN CHURCH OF WILMETTE | ||||||
| 600 9TH ST | WILMETTE | IL | 60091 | PUBLIC CHARITY | GENERAL SUPPORT | $14,000 |
| NORTHWESTERN UNIVERSITY | ||||||
| 1201 DAVIS ST | EVANSTON | IL | 60208 | PUBLIC CHARITY | PROGRAM SUPPORT | $10,000 |
| SANTA PAULA ANIMAL RESCUE CENTER | ||||||
| 705 E SANTA BARBARA STREET | SANTA PAULA | CA | 93060 | PUBLIC CHARITY | GENERAL SUPPORT | $10,200 |
| ST OLAF COLLEGE | ||||||
| 1520 ST OLAF AVE | NORTHFIELD | MN | 55057 | PUBLIC CHARITY | PROGRAM SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $54,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,358 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,677 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $38,035 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,035 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| LYON CHARITABLE REMAINDER TRUST | |||||||
| 1 | 2210 ELMWOOD AVENUE | WILMETTE | IL | 60091 | $28,551 | Yes (X) | |
| LYON CHARITABLE REMAINDER TRUST | |||||||
| 2 | 2210 ELMWOOD AVENUE | WILMETTE | IL | 60091 | $293,052 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (63 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 36 SH VANGUARD INTERMED TERM ETF | $3,140 | 2019-12-31 |
| 2 | 142 SH VANGUARD FTSE DEV MKT EFT | $6,257 | 2019-12-31 |
| 2 | 47 SH VANGUARD FTSE EMR MKT ETF | $2,090 | 2019-12-31 |
| 2 | 59 SH VANGUARD SHRT TRM CORP BD EFT | $4,781 | 2019-12-31 |
| 2 | 43 SH VANGUARD S&P 500 ETF SHS | $12,719 | 2019-12-31 |
| 2 | 43 SH VANGUARD EXTEND MKT EFT | $5,418 | 2019-12-31 |
| 2 | 48 SH ABBOTT LABORATORIES | $4,169 | 2019-12-31 |
| 2 | 14 SH ADOBE INC | $4,617 | 2019-12-31 |
| 2 | 60 SH ALCON AG | $3,394 | 2019-12-31 |
| 2 | 6 SH ALPHABET INC | $8,022 | 2019-12-31 |
| 2 | 4 SH AMAZON COM INC | $7,391 | 2019-12-31 |
| 2 | 26 SH AON PLC COM | $5,416 | 2019-12-31 |
| 2 | 20 SH APPLE INC | $5,873 | 2019-12-31 |
| 2 | 100 SH ARES MANAGEMENT CORPORATION | $3,569 | 2019-12-31 |
| 2 | 33 SH AVERY DENNISON CORP | $4,317 | 2019-12-31 |
| 2 | 44 SH BAXTER INTERNATIONAL INC | $3,679 | 2019-12-31 |
| 2 | 17 SH BERKSHIRE HATHAWAY INC | $3,851 | 2019-12-31 |
| 2 | 17 SH BIO-TECHNE CORP | $3,732 | 2019-12-31 |
| 2 | 9 SH BOEING CO | $2,932 | 2019-12-31 |
| 2 | 2 SH CABLE ONE INC | $2,977 | 2019-12-31 |
| 2 | 90 SH CATALENT INC | $5,067 | 2019-12-31 |
| 2 | 14 SH CINTAS CORP | $3,767 | 2019-12-31 |
| 2 | 15 SH CLOROX CO | $2,303 | 2019-12-31 |
| 2 | 41 SH COCA-COLA CO | $2,269 | 2019-12-31 |
| 2 | 73 SH COMCAST CORP | $3,283 | 2019-12-31 |
| 2 | 11 SH COSTCO WHOLESALE CORP | $3,233 | 2019-12-31 |
| 2 | 32 SH DANAHER CORP | $4,911 | 2019-12-31 |
| 2 | 23 SH ESTEE LAUDER COMPANIES INC | $4,750 | 2019-12-31 |
| 2 | 30 SH FIRST REPUBLIC BANK SAN FRANCI | $3,524 | 2019-12-31 |
| 2 | 55 SH FLIR SYSTEMS INC | $2,864 | 2019-12-31 |
| 2 | 45 SH FM CORP | $4,492 | 2019-12-31 |
| 2 | 31 SH FRANCO NEVADA CORP | $3,202 | 2019-12-31 |
| 2 | 49 SH GUIDEWIRE SOFTWARE INC | $5,378 | 2019-12-31 |
| 2 | 51 SH HASBRO INC | $5,386 | 2019-12-31 |
| 2 | 24 SH HONEYWELL INTERNATIONAL INC | $4,248 | 2019-12-31 |
| 2 | 73 SH MARKIT LTD | $5,501 | 2019-12-31 |
| 2 | 32 SH INGEVITY CORPORATION | $2,796 | 2019-12-31 |
| 2 | 59 SH JPMORGAN CHASE & CO | $8,225 | 2019-12-31 |
| 2 | 52 SH LIVE NATION ENTERTAINMENT INC | $3,717 | 2019-12-31 |
| 2 | 154 SH MARATHON OIL CORPORATION | $2,091 | 2019-12-31 |
| 2 | 229 SH MARVELL TECH GROUP | $6,082 | 2019-12-31 |
| 2 | 19 SH MCCORMICK & COMPANY INC | $3,225 | 2019-12-31 |
| 2 | 4 SH METTLER-TOLEDO INTL INC | $3,173 | 2019-12-31 |
| 2 | 53 SH MICROCHIP TECHNOLOGY | $5,550 | 2019-12-31 |
| 2 | 76 SH MICROSOFT CORP | $11,985 | 2019-12-31 |
| 2 | 47 SH NOVARTIS AG ADR | $4,450 | 2019-12-31 |
| 2 | 31 SH NXP SEMICONDUCTORS N V | $3,945 | 2019-12-31 |
| 2 | 39 SH OLLIES BARGAIN OUTLET HLDGS INC | $2,547 | 2019-12-31 |
| 2 | 11 SH OREILLY AUTOMOTIVE INC NEW | $4,821 | 2019-12-31 |
| 2 | 19 SH PARKER-HANNIFIN CORP | $3,911 | 2019-12-31 |
| 2 | 92 SH QUANTA SERVICES | $3,745 | 2019-12-31 |
| 2 | 36 SH REINSURANCE GROUP OF AMERICA | $5,870 | 2019-12-31 |
| 2 | 12 SH ROPER TECHNOLOGIES INC | $4,251 | 2019-12-31 |
| 2 | 16 SH S&P GLOBAL INC | $4,369 | 2019-12-31 |
| 2 | 13 SH SERVICENOW INC | $3,670 | 2019-12-31 |
| 2 | 13 SH THERMO FISHER SCIENTIFIC INC | $4,223 | 2019-12-31 |
| 2 | 90 SH TJX COS INC | $5,496 | 2019-12-31 |
| 2 | 22 SH UNITEDHEALTH GROUP INC | $6,468 | 2019-12-31 |
| 2 | 46 SH V F CORP | $4,584 | 2019-12-31 |
| 2 | 43 SH VISA INC | $8,080 | 2019-12-31 |
| 2 | 15 SH ZEBRA TECHNOLOGIES | $3,832 | 2019-12-31 |
| 2 | 77 SH ZIONS BANCORPORATION N A | $3,998 | 2019-12-31 |
| 2 | 41 SH ZOETIS INC | $5,426 | 2019-12-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,250 | Amt |
| Net Investment Income | $1,125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,125 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,184,894 | EOYBookValueAmt |
| EOYFMV | $1,321,975 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $200 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST FOR EXCESS OF BOOK BASIS OVER COST BASIS OF SECURITIES CONTRIBUTED | Desc |
| Amt | $103,263 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $12,185 | Amt |
| Net Investment Income | $12,185 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $531 | $531 | $0 |
| ANNUAL REPORT FILING FEES | $25 | $0 | $25 |
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