LYONS SMITH FAM FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LYONS SMITH FAM FOUNDATION (EIN 61-6337565)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-09-21
- IRS object ID
- 201712649349100706
- Schema version
- 2016v3.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-21T14:16:18-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL W DURAN CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 E WILSHIRE AVE STE 201 | AddressLine1Txt |
| City | FULLERTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 928321956 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 616337565 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYONS-SMITH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LYON | BusinessNameControlTxt |
| Phone | 9098602450 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22536 RIDGE LINE RD | AddressLine1Txt |
| City | DIAMOND BAR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91765 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY A LYONS | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2017-09-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael W Duran | PreparerPersonNm |
| PTIN | P01328737 | PTIN |
| Phone | 7144412500 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $611,509 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $149,301 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $10,438 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,438 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $64,555 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $261,180 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $64,555 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $224,294 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $74,993 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,316 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $4,352 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,352 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $50 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $30 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $5,718 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,382 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $85,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $85,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $90,918 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,382 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $85,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $133,376 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $70,611 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $26,888 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,583 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,583 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $477,061 | CorporateStockBOYAmt |
| Corporate Stock EOY | $596,926 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $596,926 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $503,949 | TotalAssetsBOYAmt |
| Total Assets EOY | $611,509 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $611,509 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $503,949 | UnrestrictedBOYAmt |
| Unrestricted EOY | $611,509 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $503,949 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $611,509 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $503,949 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $611,509 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $503,949 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $133,376 | ExcessRevenueOverExpensesAmt |
| Subtotal | $637,325 | SubtotalAmt |
| Other Decreases | $25,816 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $611,509 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $261,180 | GrossSalesPriceAmt |
| Cost Or Other Basis | $196,625 | CostOrOtherBasisAmt |
| Gain Or Loss | $64,555 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $64,555 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $64,555 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $64,555 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $112,255 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $455,513 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.24644 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $121,973 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $414,232 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.29446 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $114,975 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $392,309 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.29307 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $108,314 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $159,392 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.67955 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $25,750 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $215,448 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.11952 | DistributionYr5Rt |
| Total Distribution | 1.633028 | TotalDistributionRt |
| Average Distribution | 0.326606 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $540,634 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $176,574 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $706 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $177,280 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $85,200 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,412 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,412 | SubtotalAmt |
| Tax Based On Investment Income | $1,412 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $42 | EsPenaltyAmt |
| Tax Due | $1,454 | TaxDueAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | NANCY A LYONS PRES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9098602450 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22536 RIDGE LINE RD | AddressLine1Txt |
| City | DIAMOND BAR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917653229 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| NANCY A LYONS | ||||||
| 22536 RIDGE LINE RD | DIAMOND BAR | CA | 917653229 | President | 1.00 | $0 |
| LAWRENCE E SMITH | ||||||
| 22536 RIDGE LINE RD | DIAMOND BAR | CA | 917653229 | Vice President | 1.00 | $0 |
| NATHANIEL E LYONS-SMITH | ||||||
| 22536 RIDGE LINE RD | DIAMOND BAR | CA | 917653229 | Secretary | 1.00 | $0 |
| ALEXANDRA K LYONS-SMITH | ||||||
| 22536 RIDGE LINE RD | DIAMOND BAR | CA | 917653229 | Treasurer | 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 | $527,005 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,862 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $548,867 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $548,867 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,233 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $540,634 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,032 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,032 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,412 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,412 | TotalTaxAmt |
| Distributable Before Adj | $25,620 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $25,620 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $25,620 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $85,200 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $85,200 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $85,200 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,620 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $25,750 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $101,716 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $95,410 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $101,315 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $89,499 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $413,690 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $85,200 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,620 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $59,580 | RemainingDistriFromCorpusAmt |
| Total Corpus | $473,270 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $25,750 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $447,520 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $101,716 | ExcessFromYear4Amt |
| Excess From Year3 | $95,410 | ExcessFromYear3Amt |
| Excess From Year2 | $101,315 | ExcessFromYear2Amt |
| Excess From Year1 | $89,499 | ExcessFromYear1Amt |
| Excess From Current Year | $59,580 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NANCY A LYONS | ContributingManagerNm |
| Contributing Manager | LAWRENCE E SMITH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NORTHMINSTER PRESBYTERIAN CHURCH | |||||||
| 400 RANCHERIA ROAD | DIAMOND BAR | CA | 91765 | N/A | PC | GENERAL SUPPORT | $81,000 |
| SPECIAL OPERATIONS WARRIOR FOUNDATI | |||||||
| PO BOX 89367 | TAMPA | FL | 33689 | N/A | PC | GENERAL SUPPORT | $2,500 |
| ANDREW ENNABE CHARITABLE FOUNDATION | |||||||
| 2436 CLEAR CREEK LN | DIAMOND BAR | CA | 91765 | N/A | PC | GENERAL SUPPORT | $200 |
| GIRLS ON THE RUN OF LOS ANGELES COU | |||||||
| 89 SOUTH STREET SUITE LL00 | BOSTON | MA | 02111 | N/A | PC | GENERAL SUPPORT | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $85,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,438 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $64,555 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $74,993 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $74,993 | 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 | SMITH-LYONS FAMILY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22536 RIDGE LINE RD | AddressLine1Txt |
| City | DIAMOND BAR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917653229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $149,301 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED STOCK--SCHEDULE ATTACHED | NoncashPropertyDesc |
| Fair Market Value | $75,801 | FairMarketValueAmt |
| Received | 2016-12-06 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $1,316 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS A/C 0074--5,290 SHARES, UBS STOCK | $82,895 | $82,895 |
| UBS A/C 0116--EQUITIES (PUBLICLY TRADED) | $193,136 | $193,136 |
| UBS A/C 0115--EQUITIES (PUBLICLY TRADED) | $193,396 | $193,396 |
| UBS A/C 0183--EQUITIES (PUBLICLY TRADED) | $127,499 | $127,499 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SFAS 124/FASB ASC 958-320 ADJUSTMENT | Desc |
| Amt | $25,816 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| UBS FEES A/C 0074 | $80 | $80 | $0 | $0 |
| UBS FEES A/C 0115 | $1,572 | $1,572 | $0 | $0 |
| UBS FEES A/C 0116 | $1,586 | $1,586 | $0 | $0 |
| UBS FEES A/C 0183 | $1,114 | $1,114 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| DEPARTMENT OF THE TREASURY | $20 | |
| FOREIGN TAXES | $30 | $30 |
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