PHILIP J & CAROL J LYONS FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PHILIP J & CAROL J LYONS FOUNDATION (EIN 36-3488076)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-08-04
- IRS object ID
- 202502169349101100
- Schema version
- 2023v6.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-04T14:31:07-05:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362700600 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINEBERG SOLHEIM HOWELL & SHAIN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 N LASALLE ST STE 2200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363488076 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PHILIP J & CAROL J LYONS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHIL | BusinessNameControlTxt |
| Phone | 3123681111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6444 N DESERT WIND CIRCLE | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85750 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILIP LYONS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3123681111 | PhoneNum |
| Signature | 2025-07-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL S SOLHEIM CPA | PreparerPersonNm |
| PTIN | P00570974 | PTIN |
| Phone | 3123720440 | PhoneNum |
| Preparation | 2025-07-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,562,986 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $952,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $24,956 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,956 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $2,239 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $2,239 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $2,239 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $41,670 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $251,119 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $41,670 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,020,865 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $68,865 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $38,619 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,526 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $31,093 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $184 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $184 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,283 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,283 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42,086 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,993 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,093 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $127,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $127,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $169,586 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,993 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $158,593 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $851,279 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $57,872 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,458 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $343,681 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $343,681 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $791,299 | CorporateStockBOYAmt |
| Corporate Stock EOY | $995,379 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,914,329 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $304,976 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $304,976 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $792,757 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,644,036 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,562,986 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $792,757 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,644,036 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $792,757 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,644,036 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $792,757 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,644,036 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $792,757 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $851,279 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,644,036 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,644,036 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA #5325 ST | P | 2023-10-01 | 2024-09-30 | $29,776 | $27,592 | $2,184 | $2,184 |
| BANK OF AMERICA #5325 LT | P | 2022-10-01 | 2024-09-30 | $210,701 | $181,857 | $28,844 | $28,844 |
| CAPITAL GAINS DIVIDENDS | P | $10,642 | $10,642 | $10,642 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $41,670 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $804 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $804 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $804 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $7 | EsPenaltyAmt |
| Tax Due | $311 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PHILIP J LYONS | IndividualWithBooksNm |
| Phone | 3123681111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6444 N DESERT WIND CIRCLE | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85750 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PHILIP J LYONS | ||||||||
| 6444 N DESERT WIND CIRCLE | TUCSON | AZ | 85750 | PRES / TREASURER | 5.00 | $0 | $0 | $0 |
| CAROL J LYONS | ||||||||
| 6444 N DESERT WIND CIRCLE | TUCSON | AZ | 85750 | SECRETARY / V.P | 5.00 | $0 | $0 | $0 |
| MICHAEL SOLHEIM | ||||||||
| 180 N LASALLE ST STE 2200 | CHICAGO | IL | 60601 | DIRECTOR | 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,640,205 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $172,569 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $304,976 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,117,750 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,117,750 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,766 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,085,984 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $104,299 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $104,299 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $804 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $804 | TotalTaxAmt |
| Distributable Before Adj | $103,495 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $103,495 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $103,495 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $158,593 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $158,593 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $103,495 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $34,638 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $158,593 | QualifyingDistributionsAmt |
| Applied To Year1 | $34,638 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $103,495 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,460 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $20,460 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $20,460 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $20,460 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVOCATES FOR CHILDREN OF NY | |||||||
| 151 W 30TH ST 5TH FLOOR | NEW YORK | NY | 10001 | NONE | 501(C)(3) | GENERAL | $2,500 |
| ALIGHT | |||||||
| PO BOX 1002 | MINNEAPOLIS | MN | 55480 | NONE | 501(C)(3) | GENERAL | $2,500 |
| ALTERNATIVE FOR GIRLS | |||||||
| 903 W GRAND BLVD | DETROIT | MI | 48208 | NONE | 501(C)(3) | GENERAL | $2,500 |
| AMERICAN BIRD CONSERVANCY | |||||||
| PO BOX 249 42949 LOUDOUN AVE | THE PLAINS | VA | 20198 | NONE | 501(C)(3) | GENERAL | $2,500 |
| ANERA | |||||||
| 1111 14TH ST NW SUITE 400 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | GENERAL | $2,500 |
| ATHENS CONSERVANCY | |||||||
| PO BOX 2281 | ATHENS | OH | 45701 | NONE | 501(C)(3) | GENERAL | $3,000 |
| ATHENS COUNTY HUMANE SOCIETY | |||||||
| PO BOX 765 | ATHENS | OH | 45701 | NONE | 501(C)(3) | GENERAL | $1,500 |
| BROOKLYN PUBLIC LIBRARY | |||||||
| PO BOX 7247 | PHILADELPHIA | PA | 19170 | NONE | 501(C)(3) | GENERAL | $2,500 |
| CENTER FOR CLIMATE AND ENERGY SOLUTIONS | |||||||
| 1400 K ST NW STE 1100 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | GENERAL | $2,500 |
| EDUCATION ENRICHMENT FOUNDATION | |||||||
| 5049 E BROADWAY BLVD 107 | TUCSON | AZ | 85711 | NONE | 501(C)(3) | GENERAL | $7,500 |
| ENVIRONMENTAL AND ENERGY STUDY INSTITUTE | |||||||
| 1020 19TH ST NW STE 400 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | GENERAL | $2,000 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 1875 CONNECTICUT AVE NW | WASHINGTON | DC | 20009 | NONE | 501(C)(3) | GENERAL | $2,500 |
| EXTREME KIDS & CREW | |||||||
| 145 BROOKLYN AVE | BROOKLYN | NY | 11213 | NONE | 501(C)(3) | GENERAL | $2,500 |
| FLAGSTAFF SHELTER SERVICES | |||||||
| 4185 E HUNTINGTON DRIVE | FLAGSTAFF | AZ | 86002 | NONE | 501(C)(3) | GENERAL | $10,000 |
| FOOD GATHERERS | |||||||
| PO BOX 131037 | ANN ARBOR | MI | 48113 | NONE | 501(C)(3) | GENERAL | $2,500 |
| JEWISH FAMILY SERVICES | |||||||
| 230 W MONROE SUITE 1100 | CHICAGO | IL | 60606 | NONE | 501(C)(3) | GENERAL | $2,000 |
| KEEP GROWING DETROIT | |||||||
| 1445 ADELAIDE | DETROIT | MI | 48207 | NONE | 501(C)(3) | GENERAL | $2,500 |
| KINGS AGAINST VIOLENCE INITIATIVE INC | |||||||
| 147 PRINCE STREET STE 416 | BROOKLYN | NY | 11201 | NONE | 501(C)(3) | GENERAL | $2,500 |
| MY SISTER'S PLACE | |||||||
| PO BOX 1158 | ATHENS | OH | 45701 | NONE | 501(C)(3) | GENERAL | $2,000 |
| PAJAMA PROGRAM | |||||||
| 171 MADISON AVE STE 1409 | NEW YORK | NY | 10016 | NONE | 501(C)(3) | GENERAL | $2,500 |
| PALESTINE CHILDREN'S RELIEF FUND | |||||||
| PO BOX 861716 | LOS ANGELES | CA | 90086 | NONE | 501(C)(3) | GENERAL | $4,000 |
| PARENT CHILD | |||||||
| 163B MINEOLA BLVD | MINEOLA | NY | 11501 | NONE | 501(C)(3) | GENERAL | $2,500 |
| RURAL ACTION | |||||||
| 9030 HOCKING HILLS DRIVE | THE PLAINS | OH | 45780 | NONE | 501(C)(3) | GENERAL | $3,000 |
| SAKHI FOR SOUTH ASIAN SURVIVORS | |||||||
| PO BOX 1333 CHURCH STREET STATION | NEW YORK | NY | 10008 | NONE | 501(C)(3) | GENERAL | $2,500 |
| SCHOLARSHIPS A-Z | |||||||
| 225 E 26TH ST 6 | TUCSON | AZ | 85713 | NONE | 501(C)(3) | GENERAL | $5,000 |
| SHELTER ASSOCIATION OF WASHTENAW COUNTY | |||||||
| PO BOX 7370 | ANN ARBOR | MI | 48107 | NONE | 501(C)(3) | GENERAL | $2,500 |
| THE CORPORATION FOR OHIO APPALACHIAN DEVELOPMENT | |||||||
| 1 PINCHOT LANE | ATHENS | OH | 45701 | NONE | 501(C)(3) | GENERAL | $2,000 |
| THE FLORENCE IMMIGRANT & REFUGEE RIGHTS PROJECT | |||||||
| PO BOX 86299 | TUCSON | AZ | 85754 | NONE | 501(C)(3) | GENERAL | $2,500 |
| THE SUNNYSIDE NEIGHBORHOOD ASSOCIATION OF FLAGSTAFF INC | |||||||
| 2304 N 3RD ST | FLAGSTAFF | AZ | 86004 | NONE | 501(C)(3) | GENERAL | $10,000 |
| TREES WATER PEOPLE | |||||||
| 633 REMINGTON | FORT COLLINS | CO | 80524 | NONE | 501(C)(3) | GENERAL | $2,500 |
| TUCSON SYMPHONY ORCHESTRA | |||||||
| 2175 NORTH 6TH AVENUE | TUCSON | AZ | 85705 | NONE | 501(C)(3) | GENERAL | $10,000 |
| US UKRAINE FOUNDATION | |||||||
| 6312 SEVEN CORNERS CENTER 361 | FALLS CHURCH | VA | 22044 | NONE | 501(C)(3) | GENERAL | $10,000 |
| VIOLENCE POLICY CENTER | |||||||
| 1025 CONNECTICUT AVE NW STE 1210 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | GENERAL | $2,500 |
| WOMEN FOR AFGHAN WOMEN | |||||||
| PO BOX 670999 | FLUSHING | NY | 11367 | NONE | 501(C)(3) | GENERAL | $3,000 |
| WORLD CENTRAL KITCHEN | |||||||
| 655 NEW YORK AVE NW 6TH FLR | WASHINGTON | DC | 20001 | NONE | 501(C)(3) | GENERAL | $2,500 |
| WORLD FOOD PROGRAM | |||||||
| 1750 H STREET NW STE 550 | WASHINGTON | DC | 20006 | NONE | 501(C)(3) | GENERAL | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $127,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,956 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531390 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,239 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $41,670 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,239 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $66,626 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $68,865 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | PHILIP J LYONS AND CAROL J LYONS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6444 N DESERT WIND CIRCLE | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85750 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $952,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY | $924,179 | $1,223,149 |
| US TRUST | $71,200 | $691,180 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | NINE PADDOCK INVESTMENT LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $304,976 | BookValueAmt |
| EOYFMV | $304,976 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NINE PADDOCK INVESTMENT LLC - PASSTHROUGH ORD. LOSS | Desc |
| Revenue And Expenses Per Books | $3,283 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,283 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $7,526 | $7,526 | $0 | $0 |
| PHILANTHROPY CONSULTANT | $31,093 | $0 | $0 | $31,093 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIT | CategoryTxt |
| Amt | $184 | Amt |
| Net Investment Income | $184 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |