2016-11-09T09:40:47-06:00 2015-12-31 330002799 MCKAY & CARNAHAN INC 1600 DOVE ST SUITE 250 NEWPORT BEACH CA 92660 990PF 2015-01-01 330622707 LYONS SHARE FOUNDATION LYON 9494745500 36 HARBOR ISLAND NEWPORT BEACH CA 92660 MARY LYONS PRESIDENT 9496759225 2016-11-07 1 VERLON MCKAY P00186204 9497528115 2015 2017-02-10 21:41:12Z X 2142114 X 1297521 42106 42106 1008073 2111259 1008073 2347700 1050179 0 0 0 12129 0 0 5285 5285 0 17414 5285 0 687600 687600 705014 5285 687600 1642686 1044894 51285 118265 118265 376254 195893 496177 258359 233892 235581 832845 1334406 1292091 1276 1276 0 1520019 1883732 2142114 0 0 X 1520019 1883732 0 0 0 0 1520019 1883732 1520019 1883732 1520019 1642686 0 3162705 1278973 1883732 MERRILL LYNCH -04002 DETAIL ON FILE 5932 -5932 -5932 MERRILL LYNCH -04002 DETAIL ON FILE 2109285 1097254 1012031 1012031 CAPITAL GAINS DIVIDENDS P 1974 1974 1974 1008073 0 667672 903696 0.738824 717371 1296291 0.553403 787603 1872320 0.420656 786125 2092582 0.375672 543002 2466682 0.220135 2.308690 0.461738 1186642 547918 10449 558367 687600 X 10449 0 10449 0 10449 11600 11600 X 1151 1151 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A MARY LYONS 9494745500 36 HARBOR ISLAND NEWPORT BEACH CA 92660 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARY A LYONS 36 HARBOR ISLAND NEWPORT BEACH CA 92660 PRESIDENT 5.00 0 0 0 PHILLIP N LYONS 36 HARBOR ISLAND NEWPORT BEACH CA 92660 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 1137392 67321 0 1204713 0 0 1204713 18071 1186642 59332 59332 10449 10449 48883 0 48883 0 48883 687600 0 687600 10449 677151 48883 0 0 432664 689086 701381 654814 645549 3123494 687600 0 0 0 48883 638717 0 0 3762211 0 0 0 0 0 0 432664 3329547 689086 701381 654814 645549 638717 MARY A LYONS PHILLIP N LYONS X ARTS ORANGE COUNTY 3730 SO SUSAN ST STE 100 SANTA ANA CA 92704 MARY LYONS SERVES ON BOARD PUBLIC SUPPORT ART PROGRAM IN ORANGE COUNTY 50000 CHORUS AMERICA 1156 15TH NW STE 310 WASHINGTON DC 200052750 MARY LYONS SERVES ON BOARD PUBLIC TO SUPPORT NATIONAL PRESENTATIONS/CONCERTS 20000 PBS SOCALKOCE-TV FOUNDATION 3080 BRISTOL ST STE 100 COSTA MESA CA 92626 MARY LYONS SERVES ON BOARD PUBLIC DIGITAL FORMAT CONVERSION/EDUCATIONAL & ARTS PROGRAM 50000 PACIFIC CHORALE 3621 S HARBOR BLVD STE 220 SANTA ANA CA 92704 MARY LYONS SERVES ON BOARD PUBLIC UNDERWRITE CONCERTS & OPERATING EXPENSES 338000 PACIFIC SYMPHONY ORCHESTRA 3631 S HARBOR BLVD STE 100 SANTA ANA CA 92704 PHIL LYONS SERVES ON BOARD PUBLIC UNDERWRITE CONCERTS & OPERATING EXPENSES 190000 SEGERSTROM CENTER FOR THE ARTS 615 TOWN CENTER DR COSTA MESA CA 92626 NONE PUBLIC ENHANCE PRESENTATIONS AT THE CENTER 12000 PHILHARMONIC SOCIETY OF ORANGE COUNTY 2082 BUSINESS CENTER DR STE 100 IRVINE CA 92612 NONE PUBLIC UNDERWRITE ORCHESTRAL PROGRAMS & CONCERTS 15000 UCLA FOUNDATION 10920 WILSHIRE BLVD STE 900 LOS ANGELES CA 90024 NONE PUBLIC SUPPORT EDUCATIONAL PROGRAMS OF THE UNIVERSITY OF CALIFORNIA, LOS ANGELES 5500 CHILDRENS HOSPITAL OF ORANGE COUNTY 1201 WEST LA VETA AVENUE ORANGE CA 92868 NONE PUBLIC SUPPORT OF NON-PROFIT HOSPITAL PROGRAMS AND SERVICES 5000 FRIENDS OF HEARST CASTLE 700 HEARST CASTLE RD SAN SIMEON CA 93452 NONE PUBLIC SUPPORT OF HISTORICAL MONUMENT 2100 687600 0 14 42106 18 1008073 0 1050179 0 1050179 0 0 0 0 0 0 0 0 0 0 X X 1 PHILLIP AND MARY LYONS 36 HARBOR ISLAND NEWPORT BEACH CA 92660 1297521 X 1 4263 SHARES MOTOROLA SOLUTIONS INC 303227 2015-12-07 1 2374 SHARES BROWN FORMAN CORP CL B 249674 2015-11-17 1 10556 SHARES MOTOROLA SOLUTIONS INC 744620 2015-11-17 CORPORATE BONDS 233892 235581 CORPORATE STOCK 195893 496177 MUTUAL FUNDS FMV 1334406 1292091 ORGANIZATION COSTS 1276 1276 DIFFERENCE BETWEEN BASIS AND VALUE OF CONTRIBUTED STOCK IN 2015 1278973 ANNUAL INVESTMENT ACCOUNT FEES 150 150 0 INVESTMENT ADVISOR FEES 5124 5124 0 PREPAYMENT CHARGE 11 11 0 FRANCHISE TAX BOARD CALIF 2014 RETURN 60 0 0 REGISTRY OF CHARITABLE TRUSTS 150 0 0 FEDERAL EXCISE TAX PAYMENTS 11917 0 0 FOREIGN TAX ON DIVIDEND 2 0 0