LYONS SHARE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LYONS SHARE FOUNDATION (EIN 33-0622707)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202043219349102199
- Schema version
- 2019v5.0
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T08:39:37-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 813083340 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sroka & Co CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 Corporate Park Suite 380 | AddressLine1Txt |
| City | Irvine | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92606 | 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 | 330622707 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lyons Share Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LYON | BusinessNameControlTxt |
| Phone | 9494745500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 Harbor Island | AddressLine1Txt |
| City | Newport Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY A LYONS | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Marcelo E Sroka | PreparerPersonNm |
| PTIN | P00027233 | PTIN |
| Phone | 9493597999 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,143,103 | 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 | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $476 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $476 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $272,578 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $272,578 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,253 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,064,347 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,253 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,278,307 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $278,307 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,073 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $24,199 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,199 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $34,272 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,199 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $639,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $639,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $673,672 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,199 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $639,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $604,635 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $254,108 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $97,936 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $113,721 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $113,721 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $9,065,987 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,029,382 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,029,382 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,276 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,276 | OtherAssetsEOYAmt |
| Total Assets BOY | $9,165,199 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,144,379 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,143,103 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,165,199 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,144,379 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,165,199 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,144,379 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,165,199 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,144,379 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,165,199 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $604,635 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,374,545 | OtherIncreasesAmt |
| Subtotal | $11,144,379 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,144,379 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAIN DIVIDENDS - MERRILL LYNCH | P | $10,164 | $10,164 | $10,164 | |
| SHORT TERM GAINS MERRILL LYNCH 8R6-04002 | P | $386,361 | $13,131 | $13,131 | $373,230 |
| LONG TERM LOSSES MERRILL LYNCH 8R6-04002 | P | $660,842 | -$18,026 | -$18,026 | $678,868 |
| ISHARES GOLD TRUST | P | $25 | $3 | $3 | $22 |
| ISHARES GOLD TRUST | P | $50 | -$1 | -$1 | $51 |
| ISHARES GOLD TRUST | P | $6,905 | $296 | $296 | $6,609 |
| ISHARES GOLD TRUST INV EXP/BASIS ADJ | P | -$314 | -$314 | $314 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,253 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $620,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,651,410 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06424 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $732,400 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,825,028 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.40131 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $687,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,856,550 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.37031 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $677,151 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,186,642 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.57065 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $667,672 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $903,696 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.73882 | DistributionYr5Rt |
| Total Distribution | 2.145328 | TotalDistributionRt |
| Average Distribution | 0.429066 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,570,666 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,106,447 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,541 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,108,988 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $639,400 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,082 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,082 | SubtotalAmt |
| Tax Based On Investment Income | $5,082 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,763 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,763 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $7,681 | OverpaymentAmt |
| Applied To ES Tax | $7,681 | 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 | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | 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 | Mary Lyons | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9494745500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 Harbor Island | AddressLine1Txt |
| City | Newport Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MARY A LYONS | ||||||
| 36 HARBOR ISLAND | NEWPORT BEACH | CA | 92660 | President | 2.00 | $0 |
| PHILLIP N LYONS | ||||||
| 36 HARBOR ISLAND | NEWPORT BEACH | CA | 92660 | Secretary | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,706,067 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,345 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,716,412 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $9,716,412 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $145,746 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,570,666 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $478,533 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $478,533 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,082 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,082 | TotalTaxAmt |
| Distributable Before Adj | $473,451 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $473,451 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $473,451 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $639,400 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $639,400 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $639,400 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $473,451 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $645,549 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $638,717 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $606,987 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $708,382 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $256,112 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,855,747 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $639,400 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $473,451 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $165,949 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,021,696 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $645,549 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,376,147 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $638,717 | ExcessFromYear4Amt |
| Excess From Year3 | $606,987 | ExcessFromYear3Amt |
| Excess From Year2 | $708,382 | ExcessFromYear2Amt |
| Excess From Year1 | $256,112 | ExcessFromYear1Amt |
| Excess From Current Year | $165,949 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARY A LYONS | ContributingManagerNm |
| Contributing Manager | PHILLIP N LYONS | ContributingManagerNm |
| 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 RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARTS ORANGE COUNTY | |||||||
| 17620 FITCH 255 | IRVINE | CA | 92614 | PAST CHAIRMAN | PC | SUPPORT OF ARTS PROGRAMS | $50,000 |
| CHORUS AMERICA | |||||||
| 1200 18TH ST NW STE 1250 | WASHINGTON | DC | 20036 | MARY LYONS PAST BOARD | PC | SUPPORT OF NATIONAL CONCERTS & PRESENTATIONS | $30,000 |
| PACIFIC CHORALE | |||||||
| 3303 HARBOR BLVD STE E5 | COSTA MESA | CA | 92626 | BOARD MEMBER | PC | SUPPORT OF NATIONAL PRESENTATIONS/CONCERTS | $254,400 |
| PACIFIC SYMPHONY | |||||||
| 17620 FITCH STE 100 | IRVINE | CA | 92614 | DIRECTOR, EXEC COMMITTEE | PC | UNDERWRITE CONCERTS AND OPERATING EXPENSES | $280,000 |
| PBS SOCAL | |||||||
| 3080 BRISTOL ST 100 | COSTA MESA | CA | 92626 | CORP BOARD SECRETARY | PC | SUPPORT OF PROGRAMING | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $639,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $476 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $272,578 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,253 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $278,307 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $278,307 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MARY LYONS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 HARBOR ISLAND DR | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORGANIZATION COSTS | Desc |
| BOY Book Value | $1,276 | BOYBookValueAmt |
| EOY Book Value | $1,276 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT ACCOUNT ADVISOR FEES | Desc |
| Revenue And Expenses Per Books | $24,199 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $24,199 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS CARRIED AT MARKET VALUE | Desc |
| Amt | $1,374,545 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL EXCISE TAXES | $10,000 |
| REFUND OF STATE TAX | $12 |
| STATE TAXES AND FILING FEES | $85 |
Comments