2014-06-19T09:19:51-05:00 2013-12-31 330002799 MCKAY & CARNAHAN INC 1600 DOVE ST SUITE 250 NEWPORT BEACH CA 92660 990PF 2013-01-01 330622707 LYONS SHARE FOUNDATION LYON 9494745500 36 HARBOR ISLAND NEWPORT BEACH CA 92660 MARY LYONS PRESIDENT 9496759225 2014-05-30 1 VERLON MCKAY P00186204 9497528115 2013 2015-12-30 17:16:21Z X 1207809 X X 53882 53882 15596 893357 59121 69478 113003 0 0 0 4360 0 0 150 150 0 4510 150 0 718500 718500 723010 150 718500 -653532 112853 151849 148183 148183 750742 438291 533131 518736 190586 202003 325256 315991 323216 1276 1276 1276 1747859 1094327 1207809 0 0 X 1747859 1094327 0 0 0 0 1747859 1094327 1747859 1094327 1747859 -653532 0 1094327 0 1094327 893 ALLIANZ NFJ INTERNATIONAL P 2007-12-13 2013-01-25 19753 17099 2654 2654 1600 ALLIANZ NFJ INTERNATIONAL P 2010-10-18 2013-02-07 35232 31753 3479 3479 558 ALLIANZ NFJ INTERNATIOANL P 2010-10-18 2013-02-11 12315 11299 1016 1016 950 ALLIANZ AGIC OPPTY FD A P 2007-12-13 2013-02-07 24253 23708 545 545 488 ALLIANZ 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3274 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 1141215 174816 0 1316031 0 0 1316031 19740 1296291 64815 64815 1129 1129 63686 0 63686 0 63686 718500 0 718500 1129 717371 63686 0 0 299028 401571 432664 689086 701381 2523730 718500 0 0 0 63686 654814 0 0 3178544 0 0 0 0 0 0 299028 2879516 401571 432664 689086 701381 654814 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 40000 CHORUS AMERICA 1156 15TH NW STE 310 WASHINGTON DC 200052750 MARY LYONS SERVES ON BOARD PUBLIC TO SUPPORT NATIONAL PRESENTATIONS/CONCERTS 30000 KOCE TV FOUNDATION PO BOX 25113 SANTA ANA CA 92799 MARY LYONS SERVES ON BOARD PUBLIC DIGITAL FORMAT CONVERSION/EDUCATIONAL & ARTS PROGRAM 80000 PACIFIC CHORALE 3621 S HARBOR BLVD STE 220 SANTA ANA CA 92704 MARY LYONS SERVES ON BOARD PUBLIC UNDERWRITE CONCERTS & OPERATING EXPENSES 310000 PACIFIC SYMPHONY ORCHESTRA 3631 S HARBOR BLVD STE 100 SANTA ANA CA 92704 PHIL LYONS SERVES ON BOARD PUBLIC UNDERWRITE CONCERTS & OPERATING EXPENSES 200000 SEGERSTROM CENTER FOR THE ARTS 615 TOWN CENTER DR COSTA MESA CA 92626 NONE PUBLIC ENHANCE PRESENTATIONS AT THE CENTER 11000 PHILHARMONIC SOCIETY OF ORANGE COUNTY 2082 BUSINESS CENTER DR STE 100 IRVINE CA 92612 NONE PUBLIC UNDERWRITE ORCHESTRAL PROGRAMS & CONCERTS 35000 UCLA FOUNDATION 10920 WILSHIRE BLVD STE 900 LOS ANGELES CA 90024 NONE PUBLIC SUPPORT EDUCATIONAL PROGRAMS OF THE UNIVERSITY OF CALIFORNIA, LOS ANGELES 5000 LEAGUE OF AMERICAN ORCHESTRAS 33 WEST 60TH STREET 5TH FL NEW YORK NY 10023 NONE PUBLIC SUPPORT OF AMERICAN ORCHESTRAS 2500 SO CALIF PUBLIC RADIO 474 RAYMOND AVE PASADENA CA 91105 NONE PUBLIC UNDERWRITE PROGRAMS AND OPERATING EXPENSE 5000 718500 0 14 53882 18 15596 0 69478 0 69478 0 0 0 0 0 0 0 0 0 0 COMMONWEALTH EDISON 0 0 ATLANTIC RICHFIELD CO 0 0 BANKERS TRUST NY CORP 0 0 HOUSEHOLD CORPORATE FINANCE 0 0 ENDURANCE SPECIALTY HLDG 37500 38370 TRANSOCEAN SEDCO FOREX NOTES 61961 63794 BANK OF AMERICA 0 0 HSBC FINANCE CORP 91125 99839 DU PONT E I DE NEMOURS 29294 41451 BLACKROCK (ML) BASIC VALUE FUND 20956 27297 ALLIANZ OCC OPPORTUNITY 17406 21559 PIONEER MID CAP VALUE FD 0 0 EURO PACIFIC GROWTH FUND 34385 41390 IMATION CORP 444 80 RAYTHEON COMPANY 1340 2449 AT&T INC 32490 34140 PFIZER INC 30733 34673 VERIZON COMMUNICATIONS 29950 35872 KRAFT FOODS INC 0 0 MERCK & CO 19210 32432 ISHARES US PFD STK ETF 31955 38671 JOHNSON & JOHNSON 24974 35720 GENERAL ELECTRIC 32029 44848 MOTOROLA SOLUTIONS INC 43648 37597 INTEL CORP 29416 31146 MONDELEZ INTERNATIONAL INC 0 0 PROCTER & GAMBLE CO 30000 36390 CHEVRON 30061 33101 FRONTIER COMMUNICATIONS 0 814 NCR NEW 0 1499 TERADATA CORP DEL 0 2002 AMERICAN GROWTH FUND OF AMERICA FMV 27176 38964 WESTERN ASSET/CLAYMORE US FMV 27720 25358 ALLIANZ NFJ INTERNATIONAL FMV 23242 26751 PIMCO INCOME STRATEGY FUND II FMV 62583 53312 PRUDENTIAL FINANCIAL CPI + FMV 16825 21480 FIDELITY ADV GLOBAL FMV 11077 9348 BLACKROCK MID CAP VALUE FMV 46504 55105 PIMCO TOTAL RETURN ETF FMV 49927 47657 PIMCO ALL ASSET ALL AUTHORITY FMV 50937 45241 ORGANIZATION COSTS 1276 1276 1276 ANNUAL INVESTMENT ACCOUNT FEES 150 150 0 FRANCHISE TAX BOARD CALIF 2012 RETURN 10 0 0 REGISTRY OF CHARITABLE TRUSTS 50 0 0 FEDERAL EXCISE TAX PAYMENTS 4300 0 0