TOM AND BARBARA LYON FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: TOM AND BARBARA LYON FAMILY FOUNDATION (EIN 13-4339936)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-05-12
IRS object ID: 201321329349100602
Schema version: 2012v2.0
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
Accounting Fees Schedule
Gain Loss Sale Other Assets Sch
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Legal Fees Schedule
Other Expenses Schedule
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-05-12T14:21:42-07:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ESTATE PLAN ADMINISTRATION SERVICES LLC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

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	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	134339936	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	TOM AND BARBARA LYON FAMILY FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	TOMA	NameControl
Phone	8472515928	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	909 CHEROKEE ROAD	AddressLine1
City	WILMETTE	City
State	IL	State
ZIP Code	60091	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	TOM LYON	Name
Title	PRESIDENT	Title
Phone	8472515928	Phone
Date Signed	2013-04-26	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	DAVID A GOSS	Name
Phone	7082839900	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	250213	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Dividends Rev And Expnss	8155	DividendsRevAndExpnss
Dividends Net Invst Incm	8155	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	5588	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	103167	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	5588	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	13743	TotalRevenueAndExpenses
Total Net Investment Income	13743	TotalNetInvestmentIncome
Legal Fees Rev And Expnss	150	LegalFeesRevAndExpnss
Accounting Fees Rev And Expnss	1521	AccountingFeesRevAndExpnss
Other Prof Fees Rev And Expnss	3055	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	3055	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	3055	OtherProfFeesDsbrsChrtblPrps
Other Expenses Rev And Expnss	10	OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss	4736	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	3055	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	3055	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	4450	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	4450	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	9186	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	3055	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	7505	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	4557	ExcessOfRevenueOverExpenses
Net Investment Income	10688	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	13165	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	22908	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	22908	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	128235	InvestmentsCorpStockBOY
Investments Corp Stock EOY	111017	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	131348	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	76192	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	88224	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	95957	InvestmentsCorpBondsEOYFMV
Total Assets BOY	217592	TotalAssetsBOY
Total Assets EOY	222149	TotalAssetsEOY
Total Assets EOYFMV	250213	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Retained Earnings BOY	217592	RetainedEarningsBOY
Retained Earnings EOY	222149	RetainedEarningsEOY
Total Net Assets BOY	217592	TotalNetAssetsBOY
Total Net Assets EOY	222149	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	217592	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	222149	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	217592	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	4557	ExcessOfRevenueOverExpenses
Subtotal	222149	Subtotal
Total Net Assets Fund Balances EOY	222149	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (60 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
2 Ishrs Barclays Tips Bond	P	2011-10-27	2012-02-21	237	230	7	7
14 Ishrs Core S&P 500	P	2011-10-27	2012-02-21	1914	1798	116	116
19 Ishrs MSCI Emerging Markets Index	P	2007-01-08	2012-02-21	831	700	131	131
18 Ishrs Russell 2000 Index	P	2011-10-27	2012-02-21	1477	1371	106	106
25.79 shrs Ivy Asset Strategy Fund	P	2011-08-15	2012-02-21	661	643	18	18
8.992 shrs Merger Fd Sh Ben Int	P	2011-08-15	2012-02-21	141	142	-1	-1
7.044 shrs Permanent Perm Portfolio	P	2011-08-15	2012-02-21	348	348	0	0
29.262 shrs Pimco All Asset All Auth	P	2011-08-15	2012-02-21	314	320	-6	-6
70.1565 shrs Pimco Fds Pac Invt Mgmt	P	2010-05-28	2012-02-21	650	615	35	35
18.1765 shrs Pimco Fds Pac Invt Mgmt	P	2011-10-03	2012-02-21	169	162	7	7
17.387 shrs Pimco Fds Pac Invt Mgmt	P	2011-10-31	2012-02-21	161	158	3	3
16.959 shrs Pimco Fds Pac Invt Mgmt	P	2011-11-30	2012-02-21	157	150	7	7
3.182 shrs Pimco Fds Pac Invt Mgmt	P	2011-12-07	2012-02-21	30	28	2	2
17.908 shrs Pimco Fds Pac Invt Mgmt	P	2012-01-03	2012-02-21	166	161	5	5
81.535 shrs Pimco Total Return Fd	P	2010-05-20	2012-02-21	902	908	-6	-6
8 shrs Spdr DJ Wilshire Reit Etf	P	2011-08-15	2012-02-21	545	503	42	42
5 shrs Spdr S&P 500 Etf Tr	P	2009-02-05	2012-02-21	681	424	257	257
7 shrs Spdr S&P 500 Etf Tr	P	2009-12-30	2012-02-21	953	786	167	167
5 shrs Spdr S&P Midcap 400 Etf	P	2009-02-05	2012-02-21	890	466	424	424
3 shrs Spdr S&P Midcap 400 Etf	P	2009-12-30	2012-02-21	534	400	134	134
9 shrs Tortoise Energy Infas	P	2011-10-27	2012-02-21	362	356	6	6
37 shrs Vanguard High Dividend	P	2011-12-22	2012-02-21	1752	1665	87	87
6 shrs Vanguard Mid-Cap Vipers	P	2011-08-15	2012-02-21	480	427	53	53
362.132 shrs Hussman Strategic Total Ret	P	2010-05-20	2012-03-08	4480	4418	62	62
2 Ishrs Barclays Tips Bond	P	2011-10-27	2012-03-08	237	230	7	7
1 Ishr Core S&P 500 Etf	P	2011-10-27	2012-03-08	137	128	9	9
263.52 shrs Ivy Asset Strategy Fund	P	2011-08-15	2012-03-08	6717	6567	150	150
4.195 shrs Ivy Asset Strategy Fund	P	2011-12-08	2012-03-08	107	96	11	11
3.941 shrs Merger Fd Sh Ben Int	P	2011-08-15	2012-03-08	62	62	0	0
4.551 shrs Pimco All Asset All Auth	P	2011-08-15	2012-03-08	49	50	-1	-1
271.549 shrs Pimco Fds Pac Invt Mgmt Ser	P	2010-05-28	2012-03-08	2525	2381	144	144
23.513 shrs Pimco Total Return Fd	P	2010-05-20	2012-03-08	261	262	-1	-1
117 shrs Spdr S&P 500 Etf Tr	P	2009-02-05	2012-03-08	16011	9924	6087	6087
84 shrs Vanguard High Dividend Yield	P	2011-09-26	2012-03-08	3990	3378	612	612
109 shrs Vanguard High Dividend Yield	P	2011-12-22	2012-03-08	5178	4904	274	274
767.749 shrs WFA International Bond Fd	P	2011-08-15	2012-03-08	8798	9551	-753	-753
36 Ishrs MSCI Emerging Markets Index	P	2007-01-08	2012-05-15	1398	1326	72	72
55 Ishrs MSCI Emerging Markets Index	P	2012-03-08	2012-05-15	2136	2398	-262	-262
188 shrs Vanguard MSCI Eafe Etf	P	2012-03-08	2012-05-12	5781	6353	-572	-572
125 shrs Spdr DJ Wilshire International	P	2012-03-08	2012-06-26	4411	4589	-178	-178
981.206 shrs Pimco Commodity Real Return	P	2012-03-08	2012-07-05	6535	6751	-216	-216
322.949 shrs WFA International Bond Fd	P	2011-08-15	2012-07-05	3630	4017	-387	-387
22.044 shrs WFA Interantional Bond Fd	P	2011-09-27	2012-07-05	248	261	-13	-13
216.316 shrs WFA International Bond Fd	P	2011-10-27	2012-07-05	2431	2613	-182	-182
6.794 shrs WFA International Bond Fd	P	2011-12-12	2012-07-05	76	79	-3	-3
26.909 shrs WFA International Bond Fd	P	2011-12-19	2012-07-05	302	304	-2	-2
2 Ishrs Core S&P 500 Etf	P	2011-10-27	2012-12-21	287	257	30	30
9 Ishrs MSCI Emerging Markets Index	P	2007-01-08	2012-12-21	389	331	58	58
1 Ishr Russell 2000 Index	P	2012-03-08	2012-12-21	84	80	4	4
176.286 shrs Permanent Perm Portfolio	P	2011-08-15	2012-12-21	8550	8698	-148	-148
51.436 shrs Permanent Perm Portfolio	P	2011-10-27	2012-12-21	2495	2535	-40	-40
2.072 shrs Permanent Perm Portfolio	P	2011-12-07	2012-12-21	100	99	1	1
1.48 shrs Permanent Perm Portfolio	P	2011-12-07	2012-12-21	72	70	2	2
8.746 shrs Pimco All Asset All Auth	P	2011-08-15	2012-12-21	100	96	4	4
1 shr Spdr DJ Wilshire Reit Etf	P	2011-08-15	2012-12-21	73	63	10	10
1 shr Spdr S&P MicCap 400 Etf	P	2009-02-05	2012-12-21	186	93	93	93
3 shrs Vanguard High Dividend Yield	P	2011-09-26	2012-12-21	149	121	28	28
19 shrs Vangaurd MSCI Eafe Etf	P	2012-03-08	2012-12-21	665	642	23	23
shrs adjustment cost basis	P	2012-12-31	2012-12-31	0	892	-892	-892
2 shrs Vanguard SM-Cap Vipers	P	2012-07-05	2012-12-21	164	201	-37	-37

Field	Value	IRS element (for citing)
Capital Gain Net Income	5588	CapitalGainNetIncome
Net Short Term Capital Gain Or Loss	-1956	NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	9708	QualifyingDistributionsYear1
Noncharitable Assets Year1	239590	NoncharitableAssetsYear1
Distribution Ratio Year1	0.040519	DistributionRatioYear1
Qualifying Distributions Year2	9645	QualifyingDistributionsYear2
Noncharitable Assets Year2	226718	NoncharitableAssetsYear2
Distribution Ratio Year2	0.042542	DistributionRatioYear2
Qualifying Distributions Year3	8826	QualifyingDistributionsYear3
Noncharitable Assets Year3	206896	NoncharitableAssetsYear3
Distribution Ratio Year3	0.042659	DistributionRatioYear3
Qualifying Distributions Year4	11223	QualifyingDistributionsYear4
Noncharitable Assets Year4	261616	NoncharitableAssetsYear4
Distribution Ratio Year4	0.042899	DistributionRatioYear4
Qualifying Distributions Year5	15598	QualifyingDistributionsYear5
Noncharitable Assets Year5	288511	NoncharitableAssetsYear5
Distribution Ratio Year5	0.054064	DistributionRatioYear5
Total Distribution Ratio	0.222683	TotalDistributionRatio
Average Distribution Ratio	0.044537	AverageDistributionRatio
Net Noncharitable Assets	240934	NetNoncharitableAssets
Adjusted Noncharitable Assets	10730	AdjustedNoncharitableAssets
One Percent Net Investment Income	107	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	10837	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	7505	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	214	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	214	Subtotal
Tax Based On Investment Income	214	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	242	EstTaxPaymentsAndOverpayment
Total Credits And Payments	242	TotalCreditsAndPayments
Original Return Overpayment	-242	OriginalReturnOverpayment
Overpayment	28	Overpayment
Amount Credited To Next Year	28	AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	IL	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	true	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	TOM L LYON	BooksInCareOfPersonName
Books In Care Of Phone Number	8472515928	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	909 CHEROKEE ROAD	AddressLine1
City	WILMETTE	City
State	IL	State
ZIP Code	60091	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	false	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Tr Fail To Qualify As Exceptions	false	TrFailToQualifyAsExceptions
Maint Expend Responsibility	false	MaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn
Proceeds Or Net Income	false	ProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
TOM LYON
909 CHEROKEE RD	WILMETTE	IL	60091	President	2.00	0	0	0
BARBARA LYON
909 CHEROKEE RD	WILMETTE	IL	60091	Secr/Treas	1.00	0	0	0
BRUCE LYON
909 CHEROKEE RD	WILMETTE	IL	60091	VP	1.00	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	215686	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	28917	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	244603	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	244603	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	3669	CashDeemedCharitable
Net Noncharitable Assets	240934	NetNoncharitableAssets
Minimum Investment Return	12047	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	12047	MinimumInvestmentReturn
Tax Based On Investment Income	214	TaxBasedOnInvestmentIncome
Total Tax	214	TotalTax
Distributable Amount Before Adj	11833	DistributableAmountBeforeAdj
Distributable Amount Before Ded	11833	DistributableAmountBeforeDed
Distributable Amount As Adjusted	11833	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	7505	ExpensesAndContributions
Qualifying Distributions	7505	QualifyingDistributions
Adj Qualifying Distributions	7505	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	11833	DistributableAmountAsAdjusted
Undistributed Income Prior Year	933	UndistributedIncomePriorYear
Qualifying Distributions	7505	QualifyingDistributions
Applied To Current Year	7505	AppliedToCurrentYear
Taxable Amount2	933	TaxableAmount2
Undistributed Income CY	4328	UndistributedIncomeCY

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
UNITED STATES OLYMPIC COMMITTE
1 OLYMPIC PLAZA	COLORADO SPRINGS	CO	80909	501(c)3	Charitable	$50
GEROGE W BUSH PRESIDENTIAL CENTER
PO BOX 560887	DALLAS	TX	75356	501(c)3	Charitable	$100
FIRST PRESBYTERIAN CHURCH
1427 CHICAGO AVENUE	EVANSTON	IL	60201	501(c)3	Religious	$3,500
CRAZY HORSE MEMORIAL
12151 AVENUE OF THE CHIEFS	CRAZY HORSE	SD	57730	501(c)3	Charitable	$100
FRIENDS OF WILMETTE LIBRARY
1242 WILMETTE AVENUE	WILMETTE	IL	60091	501(c)3	Charitable	$50
ABRAHAM LINCOLN LIBRARY FOUNDATION
500 E MADISON STREET STE 200	SPRINGFIELD	IL	62701	501(c)3	Charitable	$100
SHRINERS HOSPITAL FOR CHILDREN
2900 ROCKY POINT DR	TAMPA	FL	33607	501(c)3	Charitable	$150
PRESBYTERIAN LAY COMMITTEE
PO BOX 2210	LENOIR	NC	28645	501(c)3	Charitable	$50
WILMETTE HISTORICAL SOCIETY
609 RIDGE ROAD	WILMETTE	IL	60091	501(c)3	Charitable	$50
BOY SCOUTS OF AMERICA
PO BOX 152079	IRVING	TX	75015	501(c)3	Charitable	$100
CHICAGO BOTANIC GARDEN
1000 LAKE COOK ROAD	GLENCOE	IL	60022	501(c)3	Charitable	$100
WTTW
5400 NORTH SAIT LOUIS AVENUE	CHICAGO	IL	60625	501(c)3	Charitable	$100

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	4450	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	8155	RelatedOrExemptFunctionIncome

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	5588	RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	13743	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	13743	TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)

Line NumberLineNumber	Relationship StatementRelationshipStatement
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 Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	Estate Plan Admin Services Accounting	Category
Amount	$1,521	Amount

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset

Field	Value	IRS element (for citing)
Name	Sale of Marketable Securities - See Part IV(a)	Name
How Acquired	Purchased	HowAcquired

Purchaser Name PurchaserName

Field	Value	IRS element (for citing)
Individual	VARIOUS	Individual

Field	Value	IRS element (for citing)
Gross Sales Price	103167	GrossSalesPrice
Basis	97579	Basis
Total Net	5588	TotalNet

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (32 entries)

Name Of BondNameOfBond	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
596.793 shrs Mainstay Marketfield Fund	9447	9447
416.968 shrs Merger Fd Sh Ben Int	6584	6601
2.291 shrs Merger Fd Sh Ben Int	36	36
10.18 shrs Merger Fd Sh Ben Int	159	161
10.104 shrs Merger Fd Sh Ben Int	163	160
479.069 shrs Sdrix Northern Lights Fund	4724	4733
1002.76 shrs Pimco Total Return Fd	10178	11271
399.53 shrs Pimco Total Return Fd	4451	4491
.789 shrs Pimco Total Return Fd	9	9
2.985 shrs Pimco Total Return Fd	33	34
122.371 shrs Pimco Total Return Fd	1355	1375
3.797 shrs Pimco Total Return Fd	42	43
4.548 shrs Pimco Total Return Fd	49	51
253.104 shrs Pimco Total Return Fd	2728	2845
4.566 shrs Pimco Total Return Fd	50	51
5.677 shrs Pimco Total Return Fd	61	64
11.45 shrs Pimco Total Return Fd	124	129
5.586 shrs Pimco Total Return Fd	61	63
58.135 shrs Pimco Total Return Fd	659	653
629.143 shrs Pimco Fds Pac Invt Mgmt Ser	6751	6788
17.322 shrs Pimco Fds Pac Invt Mgmt Ser	190	187
1919.15 shrs Pimco Fds Pac Invt Mgmt Ser	13071	18501
503.5098 shrs Pimco Fds Pac Invt Mgmt Ser	4415	4854
2.7485 shrs Pimco Fds Pac Invt Mgmt Ser	23	27
1213.86 shrs Pimco Fds Pac Invt Mgmt Ser	11313	11701
13.04 shrs Pimco Fds Pac Invt Mgmt Ser	126	126
371.234 shrs Pimco All Asset All Auth	4057	4117
4.744 shrs Pimco All Asset All Auth	50	53
11.53 shrs Pimco All Asset All Auth	124	128
23.591 shr Pimco All Asset All Auth	235	261
618.763 shrs Pimco Emerging Local Bond Fnd	6751	6794
18.55 shrs Pimco Emerging Local Bond Fnd	205	203

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (35 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
162 Ishrs MSCI Emerging Markets Index	5965	7185
133 Ishrs Core S&P 500 Etf	16036	19038
14 Ishrs Core S&P 500 Etf	1798	2004
98 Ishrs Russell 2000 Index	6906	8263
40 Ishrs Russell 2000 Index	3046	3373
2 Ishrs Russell 2000 Index	160	169
63 shrs Spdr S&P MidCap 400 Etf Tr	5874	11700
277 shrs Global X Permanent Etf	7091	7098
65 shrs Spdr DJ Wilshire Reit Etf	4089	4743
50 Ishrs Barclays Tips Bond	5399	6071
28 Ishrs Barclays Tips Bond	2911	3399
36 Ishrs Barclays Tips Bond	4147	4371
2 Ishrs Barclays Tips Bond	244	243
34.3492 shrs Tortoise Energy Infas	845	1302
85 shrs Tortoise Energy Infas	2233	3222
3.4964 shrs Tortoise Energy Infas	96	133
5.9902 shrs Tortoise Energy Infas	96	227
4.5655 shrs Tortoise Energy Infas	86	173
3.8648 shrs Tortoise Energy Infas	90	146
4.1431 shrs Tortoise Energy Infas	91	157
3.488 shrs Tortoise Energy Infas	94	132
11 shrs Tortoise Energy Infas	339	417
3.6439 shrs Tortoise Energy Infas	103	138
3.4956 shrs Tortoise Energy Infas	106	132
3.4768 shrs Tortoise Energy Infas	109	132
3.2326 shrs Tortoise Energy Infas	111	123
3.0047 shrs Tortoise Energy Infas	114	114
3.2492 shrs Tortoise Energy Infas	116	123
50 shrs Tortoise Energy Infas	1975	1895
58 shrs Tortoise Energy Infas	2315	2198
23 shrs Tortoise Energy Infas	880	872
143 shrs Vangaurd SM-Cap Vipers	11130	11569
268 shrs Vanguard MSCI Eafe Etf	9056	9442
57 shrs Vanguard MidCap Vipers	4053	4699
331 shrs Vanguard High Dividend Yield	13313	16345

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Field	Value	IRS element (for citing)
Category	Lawrence Kamin Saunders legal	Category
Amount	$150	Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	Filing Fees	Description
Revenue And Expenses Per Books	10	RevenueAndExpensesPerBooks

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	Coyle Asset Management Investment	Category
Amount	$3,055	Amount
Net Investment Income	3055	NetInvestmentIncome
Disbursements Charitable Prps	3055	DisbursementsCharitablePrps

TOM AND BARBARA LYON FAMILY FOUNDATION: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (60 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset

Purchaser Name PurchaserName

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (32 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (35 entries)

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Comments