TOM AND BARBARA LYON FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- TOM AND BARBARA LYON FAMILY FOUNDATION (EIN 13-4339936)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-03
- IRS object ID
- 201413079349100111
- Schema version
- 2013v3.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-03T10:25:47-08:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Estate Plan Administration Services LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4440 Lincoln Hwy Ste 207 | AddressLine1 |
| City | Matteson | City |
| State | IL | State |
| ZIP Code | 60443 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOMA | BusinessNameControlTxt |
| Phone | 8472515928 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 308 Trinity Court | AddressLine1 |
| City | Evanston | City |
| State | IL | State |
| ZIP Code | 60201 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TOM LYON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8472515928 | PhoneNum |
| Signature | 2014-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID A GOSS | PreparerPersonNm |
| Phone | 7082839900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $273,548 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $6,748 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,748 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,602 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $160,419 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,602 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $216 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $216 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $16,566 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,566 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $3,293 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,293 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,293 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $254 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $38 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $3,585 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,293 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,293 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,445 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,445 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,030 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,293 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,738 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,536 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,273 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $22,908 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,954 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,954 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $111,017 | CorporateStockBOYAmt |
| Corporate Stock EOY | $122,934 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $160,715 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $88,224 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $83,797 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $91,879 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $222,149 | TotalAssetsBOYAmt |
| Total Assets EOY | $227,685 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $273,548 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $222,149 | RetainedEarningBOYAmt |
| Retained Earning EOY | $227,685 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $222,149 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $227,685 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $222,149 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $227,685 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $222,149 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,536 | ExcessRevenueOverExpensesAmt |
| Subtotal | $227,685 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $227,685 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (36 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 85 Guggenheim Enhanced Short Duration | P | 2013-06-20 | 2013-11-21 | $4,269 | $0 | $4,263 | $6 | $0 | $0 | $0 | $6 |
| 101 Physical Precious Metals | P | 2013-09-12 | 2013-11-21 | $6,827 | $0 | $7,373 | -$546 | $0 | $0 | $0 | -$546 |
| 230.256 Gotham Absolute Return | P | 2013-06-13 | 2013-11-21 | $3,016 | $0 | $2,738 | $278 | $0 | $0 | $0 | $278 |
| 277 Global X Permanent ETF | P | 2012-12-21 | 2013-06-13 | $6,609 | $0 | $7,091 | -$482 | $0 | $0 | $0 | -$482 |
| 1.389 Oakmark Fds Intl | P | 2013-09-12 | 2013-11-21 | $37 | $0 | $36 | $1 | $0 | $0 | $0 | $1 |
| 2 Ishrs Tips Bond | P | 2012-12-21 | 2013-02-15 | $240 | $0 | $244 | -$4 | $0 | $0 | $0 | -$4 |
| 343 Ishrs Floating Rate Bond | P | 2013-06-13 | 2013-07-26 | $17,366 | $0 | $17,365 | $1 | $0 | $0 | $0 | $1 |
| 12.216 Mainstay Funds Marketfield | P | 2012-12-21 | 2013-11-21 | $220 | $0 | $193 | $27 | $0 | $0 | $0 | $27 |
| 10.104 shrs Merger Fd Sh Ben Int | P | 2012-12-21 | 2013-02-15 | $158 | $0 | $163 | -$5 | $0 | $0 | $0 | -$5 |
| 9.587 shrs Northern Lights Swan Defined Risk | P | 2012-12-21 | 2013-11-21 | $107 | $0 | $95 | $12 | $0 | $0 | $0 | $12 |
| 58.135 shrs Pimco Total Ret Fd Instl | P | 2012-12-21 | 2013-02-15 | $651 | $0 | $659 | -$8 | $0 | $0 | $0 | -$8 |
| 354.539 Pimco High Yield Fd Instl | P | 2012-12-21 | 2013-02-15 | $3,425 | $0 | $3,309 | $116 | $0 | $0 | $0 | $116 |
| 872.365 Pimco High Yield Fd Instl | P | 2012-07-05 | 2013-06-26 | $8,165 | $0 | $8,130 | $35 | $0 | $0 | $0 | $35 |
| 646.465 Pimco Foreign Bd Fd Instl | P | 2012-03-08 | 2013-02-15 | $6,969 | $0 | $6,941 | $28 | $0 | $0 | $0 | $28 |
| 18.55 Pimco Fds Emerging Local Bond | P | 2012-12-21 | 2013-06-13 | $189 | $0 | $205 | -$16 | $0 | $0 | $0 | -$16 |
| 186 Powershares CEF Income Composite Port | P | 2013-02-15 | 2013-06-17 | $4,595 | $0 | $4,806 | -$211 | $0 | $0 | $0 | -$211 |
| 52 Ishrs Tips Bonds ETF | P | 2011-10-27 | 2013-02-15 | $6,240 | $0 | $5,875 | $365 | $0 | $0 | $0 | $365 |
| 62 Ishrs Tips Bonds ETF | P | 2009-12-30 | 2013-06-13 | $7,057 | $0 | $6,582 | $475 | $0 | $0 | $0 | $475 |
| 15 Ishrs Core S&P 500 | P | 2011-10-27 | 2013-11-21 | $2,707 | $0 | $1,918 | $789 | $0 | $0 | $0 | $789 |
| 162 Ishrs MSCI Emergin Mkts | P | 2007-01-08 | 2013-06-13 | $6,415 | $0 | $5,965 | $450 | $0 | $0 | $0 | $450 |
| 20 Ishrs Russell 2000 ETF | P | 2012-03-08 | 2013-11-21 | $2,211 | $0 | $1,531 | $680 | $0 | $0 | $0 | $680 |
| 429.439 Merger Fd Sh Ben Int | P | 2011-12-30 | 2013-02-15 | $6,715 | $0 | $6,778 | -$63 | $0 | $0 | $0 | -$63 |
| 284.991 Pimco Total Ret Fd Instl | P | 2010-05-20 | 2013-02-15 | $3,189 | $0 | $3,173 | $16 | $0 | $0 | $0 | $16 |
| 392.462 Pimco Total Ret Fd Instl | P | 2011-08-15 | 2013-06-20 | $4,235 | $0 | $4,311 | -$76 | $0 | $0 | $0 | -$76 |
| 1140.467 Pimco Total Ret Fd Instl | P | 2011-10-27 | 2013-09-12 | $12,112 | $0 | $11,657 | $455 | $0 | $0 | $0 | $455 |
| 509.211 Pimco High Yield Fd Intl | P | 2011-10-03 | 2013-06-26 | $5,702 | $0 | $5,140 | $562 | $0 | $0 | $0 | $562 |
| 453.558 Pimco High Yield Fd Intl | P | 2009-02-05 | 2013-11-21 | $4,350 | $0 | $3,089 | $1,261 | $0 | $0 | $0 | $1,261 |
| 411.009 Pimco Fds All Asset All Auth Fd Instl | P | 2011-08-05 | 2013-07-26 | $4,238 | $0 | $4,467 | -$229 | $0 | $0 | $0 | -$229 |
| 618.763 Pimco Emerging Local Bond | P | 2012-03-08 | 2013-06-13 | $6,305 | $0 | $6,751 | -$446 | $0 | $0 | $0 | -$446 |
| 65 Dow Jones Reit Eft | P | 2011-08-15 | 2013-06-13 | $4,964 | $0 | $4,089 | $875 | $0 | $0 | $0 | $875 |
| 7 S&P Midcap 400 ETF Trust | P | 2009-02-05 | 2013-11-21 | $1,660 | $0 | $653 | $1,007 | $0 | $0 | $0 | $1,007 |
| 33 Tortoise Energy Infrstrctr | P | 2012-03-08 | 2013-11-21 | $1,572 | $0 | $1,317 | $255 | $0 | $0 | $0 | $255 |
| 117 Vanguard High Dividend Yield | P | 2011-09-26 | 2013-11-21 | $7,204 | $0 | $4,706 | $2,498 | $0 | $0 | $0 | $2,498 |
| 7 Vanguard CRSP US Mid Cap | P | 2011-08-15 | 2013-11-21 | $751 | $0 | $498 | $253 | $0 | $0 | $0 | $253 |
| 93 Vanguard CRSP US Small Cap Index | P | 2012-07-05 | 2013-11-21 | $9,949 | $0 | $7,238 | $2,711 | $0 | $0 | $0 | $2,711 |
| Cap Gain Distr Adj to Cost Basis | P | 2013-12-31 | 2013-12-31 | $0 | $0 | $1,468 | -$1,468 | $0 | $0 | $0 | -$1,468 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,602 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,236 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,505 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $240,934 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.031150 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $9,708 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $239,590 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040519 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,645 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $226,718 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042542 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,826 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $206,896 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042659 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $11,223 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $261,616 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042899 | DistributionYr5Rt |
| Total Distribution | 0.199769 | TotalDistributionRt |
| Average Distribution | 0.039954 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $258,628 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,333 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $133 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,466 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,738 | 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 | $133 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $133 | SubtotalAmt |
| Tax Based On Investment Income | $133 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$500 | OriginalReturnOverpaymentAmt |
| Overpayment | $367 | OverpaymentAmt |
| Applied To ES Tax | $367 | 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 | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TOM L LYON | IndividualWithBooksNm |
| Phone | 8472515928 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 308 Trinity Court | AddressLine1 |
| City | Evanston | City |
| State | IL | State |
| ZIP Code | 60201 | ZIPCode |
| 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 |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| TOM LYON | ||||||||
| 308 Trinity Court | Evanston | IL | 60201 | President | 2.00 | $0 | $0 | $0 |
| BARBARA LYON | ||||||||
| 308 Trinity Court | Evanston | IL | 60201 | Secr/Treas | 1.00 | $0 | $0 | $0 |
| BRUCE LYON | ||||||||
| 308 Trinity Court | Evanston | IL | 60201 | VP | 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $238,855 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,711 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $262,566 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $262,566 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,938 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $258,628 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,931 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,931 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $133 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $133 | TotalTaxAmt |
| Distributable Before Adj | $12,798 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $12,798 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $12,798 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,738 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $10,738 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $133 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,605 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,798 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,328 | UndistributedIncomePYAmt |
| Qualifying Distributions | $10,738 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $10,738 | RemainingDistriFromCorpusAmt |
| Total Corpus | $10,738 | TotalCorpusAmt |
| Taxable2 | $4,328 | Taxable2Amt |
| Undistributed Income CY | $12,798 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $10,738 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $10,738 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| United States Olympic Committe | ||||||
| 1 Olympic Plaza | Colorado Springs | CO | 80909 | 501(c)3 | Charitable | $100 |
| Admiral Nimitz Foundation | ||||||
| 328 East Main Street | Fredericksburg | TX | 78624 | 501(c)3 | Charitable | $100 |
| First Presbyterian Church | ||||||
| 1427 Chicago Avenue | Evanston | IL | 60201 | 501(c)3 | Religious | $3,500 |
| Alzheimer's Foundation | ||||||
| 322 Eighth Avenue 7th Fl | New York | NY | 10001 | 501(c)3 | Charitable | $50 |
| American Cancer Society | ||||||
| PO Box 22718 | Oaklahoma City | OK | 73123 | 501(c)3 | Charitable | $100 |
| American Diabetes Association | ||||||
| PO Box 11454 | Alexandria | VA | 22312 | 501(c)3 | Charitable | $100 |
| American Heart Association | ||||||
| 7272 Greenville Avenue | Dallas | TX | 75231 | 501(c)3 | Charitable | $50 |
| Presbyterian Lay Committee | ||||||
| PO Box 2210 | Lenoir | NC | 28645 | 501(c)3 | Charitable | $100 |
| AmeriCares | ||||||
| 88 Hamilton Avenue | Stamford | CT | 06902 | 501(c)3 | Charitable | $100 |
| Anti-Cruelty Society | ||||||
| 157 West Grand Avenue | Chicago | IL | 60654 | 501(c)3 | Charitable | $100 |
| Arthritis Foundation | ||||||
| 1330 W Peachtree Str Ste 100 | Atlanta | GA | 30309 | 501(c)3 | Charitable | $100 |
| Best Friends Animal Society | ||||||
| 5001 Angel Canyon Road | Kanab | UT | 84741 | 501(c)3 | Charitable | $100 |
| Chicago Botanic Garden | ||||||
| 1000 Lake Cook Road | Glencoe | IL | 60022 | 501(c)3 | Charitable | $85 |
| Cystic Fibrosis Foundation | ||||||
| 6931 Arlington Rd 2nd Fl | Bethesda | MA | 20814 | 501(c)3 | Charitable | $100 |
| Defenders of Wildlife | ||||||
| 1130 17th Street | Washington | DC | 20036 | 501(c)3 | Charitable | $25 |
| Erie House | ||||||
| 1701 W Superior St | Chicago | IL | 60622 | 501(c)3 | Charitable | $100 |
| Greater Chicago Food Depository | ||||||
| 4100 West Ann Lurie Place | Chicago | IL | 60632 | 501(c)3 | Charitable | $100 |
| Guiding Eyes For The Blind | ||||||
| 611 Granite Springs Road | Yorktown Heights | NY | 10598 | 501(c)3 | Charitable | $100 |
| Hadley School For The Blind | ||||||
| 700 Elm Street | Winnetka | IL | 60093 | 501(c)3 | Charitable | $100 |
| Heritage Foundation | ||||||
| 214 Massachusetts Ave NE | Washington | DC | 20002 | 501(c)3 | Charitable | $100 |
| Judicial Watch | ||||||
| 425 Third Street SW Ste 800 | Washington | DC | 20024 | 501(c)3 | Charitable | $35 |
| Diabete Association | ||||||
| 1701 North Beauregard St | Alexandria | VA | 22311 | 501(c)3 | Charitable | $100 |
| Lauderdale Lakes Conservancy | ||||||
| N7622 Pleasant Point Cir | Elkhorn | WI | 53121 | 501(c)3 | Charitable | $100 |
| Macular Degeneration Foundation | ||||||
| PO Box 531313 | Henderson | NV | 89053 | 501(c)3 | Charitable | $100 |
| Misericordia Heart of Mercy | ||||||
| 6300 North Ridge | Chicago | IL | 60660 | 501(c)3 | Charitable | $100 |
| National Multiple Sclerosis Society | ||||||
| 525 West Monroe Street Ste 900 | Chicago | IL | 60661 | 501(c)3 | Charitable | $100 |
| Glaucoma Research Foundation | ||||||
| 251 Post Street Ste 600 | SanFrancisco | CA | 94108 | 501(c)3 | Charitable | $100 |
| National Parks Conservation Assoc | ||||||
| 777 6th Street NW Ste 700 | Washington | DC | 20001 | 501(c)3 | Charitable | $100 |
| National Trust for Historic Preservation | ||||||
| 2600 Virginia Avenue NW Ste 1000 | Washington | DC | 20037 | 501(c)3 | Charitable | $100 |
| National Wildlife Federation | ||||||
| PO Box 1583 | Merrifield | VA | 22116 | 501(c)3 | Charitable | $100 |
| Olive Branch Mission | ||||||
| 2636 W Marquette Road | Chicago | IL | 60629 | 501(c)3 | Charitable | $100 |
| Parkinson's Disease Foundation | ||||||
| 710 West 168th Street Ste 1509 | New York | NY | 10018 | 501(c)3 | Charitable | $100 |
| Special Olympics | ||||||
| 1133 19th Street NW | Washington | DC | 20036 | 501(c)3 | Charitable | $100 |
| Seniors Coalition | ||||||
| 1250 Connecticut Avenue NW | Washington | DC | 20036 | 501(c)3 | Charitable | $100 |
| United Cerebral Palsy Foundation | ||||||
| 1825 K Street NW Ste 600 | Washington | DC | 20006 | 501(c)3 | Charitable | $100 |
| University Of Colorado Foundation | ||||||
| 1800 Grant Str Ste 725 | Denver | CO | 80203 | 501(c)3 | Charitable | $200 |
| USO | ||||||
| PO Box 96322 | Washington | DC | 20090 | 501(c)3 | Charitable | $100 |
| Vassar College | ||||||
| 124 Raymond Avenue | Poughkeepsie | NY | 12604 | 501(c)3 | Charitable | $200 |
| Wilderness Society | ||||||
| 1615 M Street NW | Washington | DC | 20036 | 501(c)3 | Charitable | $100 |
| Womens Board of Presbyterian Homes | ||||||
| 3200 Grant Street | Evanston | IL | 60201 | 501(c)3 | Charitable | $100 |
| World Wildlife Fund | ||||||
| 1250 24th Street NW | Washington | DC | 20037 | 501(c)3 | Charitable | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,445 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,748 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $9,602 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $16,350 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,350 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | Income produced to support grants to other 501(c)3 organizations |
| 8 | Income produced to support grants to other 501(c)3 organizations |
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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Sale of Marketable Securities - See Part IV(a) | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
Purchaser Name PurchaserNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VARIOUS | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $160,419 | GrossSalesPriceAmt |
| Basis | $150,817 | BasisAmt |
| Total Net | $9,602 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (14 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 461.053 shrs Blackrock Global Long/Short | $4,901 | $4,979 |
| 270 shrs Blackrock Global Long/Short | $2,900 | $2,916 |
| 805.461 shrs Gotham Absoute Return Ins | $9,577 | $10,423 |
| 676.094 shrs Good Harbor US Tact | $7,640 | $8,046 |
| 273.476 shrs Gateway Fund CL Y | $7,852 | $7,923 |
| 481.097 shrs Merger Fd Sh Ben Int | $7,852 | $7,688 |
| 584.577 shrs Mainstay Marketfield Fund | $9,254 | $10,785 |
| .069 shrs Mainstay Marketfield Fund | $1 | $1 |
| 311.37 shrs OakMark Intl Fd CL I | $7,389 | $8,201 |
| 181.506 shrs OakMark Intl Fd CL I | $4,645 | $4,781 |
| 1362.637 shrs Pimco High Yield Fund Instl | $9,280 | $13,081 |
| 469.482 shrs Northern Lights Fund | $4,629 | $5,268 |
| 2.341 shrs Northern Lights Fund | $26 | $26 |
| 696.056 shrs Wells Fargo Absolute Return Fund | $7,851 | $7,761 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 195 shrs Guggenheim Enhance | $9,773 | $9,783 |
| 66 shrs Guggenheim Enhance | $3,310 | $3,311 |
| 132 Ishrs Core S&P 500 Etf | $15,915 | $24,404 |
| 98 Ishrs Russell 2000 Index | $6,906 | $11,279 |
| 22 Ishrs Russell 2000 Index | $1,675 | $2,532 |
| 158 Powershares QQQ Nasdaq 100 | $13,163 | $13,808 |
| 587 Powershares Senior Loan PTF | $14,522 | $14,593 |
| 432 Powershares Senior Loan PTF | $10,765 | $10,740 |
| 35 Powershares Senior Loan PTF | $869 | $870 |
| 56 shrs Spdr S&P Midcap 400 ETF | $5,221 | $13,622 |
| 34.3492 shrs Tortoise Energy Infas | $845 | $1,625 |
| 85 shrs Tortoise Energy Infas | $2,233 | $4,021 |
| 3.4964 shrs Tortoise Energy Infas | $96 | $165 |
| 5.9902 shrs Tortoise Energy Infas | $96 | $283 |
| 4.5655 shrs Tortoise Energy Infas | $86 | $216 |
| 3.8648 shrs Tortoise Energy Infas | $90 | $183 |
| 4.1431 shrs Tortoise Energy Infas | $91 | $196 |
| 3.488 shrs Tortoise Energy Infas | $94 | $165 |
| 11 shrs Tortoise Energy Infas | $339 | $520 |
| 3.6439 shrs Tortoise Energy Infas | $103 | $172 |
| 3.4956 shrs Tortoise Energy Infas | $106 | $165 |
| 3.4768 shrs Tortoise Energy Infas | $109 | $164 |
| 3.2326 shrs Tortoise Energy Infas | $111 | $153 |
| 3.0047 shrs Tortoise Energy Infas | $114 | $142 |
| 3.2492 shrs Tortoise Energy Infas | $116 | $154 |
| 50 shrs Tortoise Energy Infas | $1,975 | $2,366 |
| 25 shrs Tortoise Energy Infas | $998 | $1,183 |
| 23 shrs Tortoise Energy Infas | $880 | $1,088 |
| 268 shrs Vanguard FTSE Developed Mkt | $9,056 | $11,152 |
| 53 shrs Vanguard FTSE Developed Mkt | $2,164 | $2,205 |
| 214 shrs Vanguard High Dividend Yield | $8,607 | $13,313 |
| 126 shrs Vanguard FTSE Emerging Mkt | $5,017 | $5,143 |
| 1 shr Vanguard FTSE Emerging Mkt | $41 | $41 |
| 50 shrs Vangaurd SM-Cap Vipers | $3,892 | $5,484 |
| 50 shrs Vanguard MidCap Vipers | $3,556 | $5,474 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Foreign Tax | Desc |
| Revenue And Expenses Per Books | $38 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Capital Gain Distribution | $171 | $171 |
| NonDividend Distribution | $45 | $45 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Coyle Asset Management Investment | CategoryTxt |
| Amt | $3,293 | Amt |
| Net Investment Income | $3,293 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,293 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal | CategoryTxt |
| Amt | $254 | Amt |
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