THE LYDEN FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE LYDEN FOUNDATION INC (EIN 59-3469366)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-19
- IRS object ID
- 202512319349100806
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-19T10:17:53-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 994625061 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRI ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7506 LYNX WAY SUITE 201 | AddressLine1Txt |
| City | MELBOURNE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593469366 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LYDEN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LYDE | BusinessNameControlTxt |
| Phone | 4076798181 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 700 | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32790 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES P LYDEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4076798181 | PhoneNum |
| Signature | 2025-08-19 | 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 | ROMAN G CARRAWAY CPA | PreparerPersonNm |
| PTIN | P00448173 | PTIN |
| Phone | 3212550088 | PhoneNum |
| Preparation | 2025-08-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $19,986,399 | 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 | $665,155 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $533,586 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $533,586 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,198,741 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $533,586 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $61 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $31 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $30 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $526 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $526 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $39 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $626 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $596 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $605,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $605,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $605,626 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $596 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $605,030 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $593,115 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $532,990 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $167,525 | CashBOYAmt |
| Cash EOY | $457,464 | CashEOYAmt |
| Cash EOYFMV | $457,464 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,335,448 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,919,245 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,919,245 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $5,214,936 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,121,165 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,609,690 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,717,909 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,497,874 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,986,399 | 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 | $16,717,909 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,497,874 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,717,909 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,497,874 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,717,909 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,497,874 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,717,909 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $593,115 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,311,024 | SubtotalAmt |
| Other Decreases | $3,813,150 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,497,874 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,409 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,409 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,409 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $417 | EsPenaltyAmt |
| Tax Due | $7,826 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES P LYDEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4076798181 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1960 HOWELL BRANCH RD | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 327921013 | 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 | 0 | BusinessHoldingsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES P LYDEN | ||||||||
| 1600 ALABAMA DR | WINTER PARK | FL | 32789 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| SCOTT A LYDEN | ||||||||
| 1155 INTERLACHEN | WINTER PARK | FL | 32789 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| KRISTIN M LYDEN | ||||||||
| 1600 ALABAMA DR | WINTER PARK | FL | 32789 | SECRETARY | 0.00 | $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 | $18,578,716 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $518,516 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,097,232 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,097,232 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $286,458 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,810,774 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $940,539 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $940,539 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,409 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,409 | TotalTaxAmt |
| Distributable Before Adj | $933,130 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $933,130 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $933,130 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $605,030 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $605,030 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $933,130 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $41,076 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $34,718 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $92,314 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $14,450 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $152,812 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $335,370 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $605,030 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $605,030 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $328,100 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $328,100 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,270 | 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 | $7,270 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $7,270 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES P LYDEN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMES P LYDEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 700 | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32790 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4076798181 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO | SubmissionDeadlinesTxt |
| Restrictions On Awards | ATTENDING ROLLINS COLLEGE, GOOD SHEPHERD SCHOOL, ST MARGARET MARY SCHOOL | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| GOOD SHEPHARD SCHOOL FOUNDATION | ||||||
| 5902 OLEANDER DRIVE | ORLANDO | FL | 32809 | PC | SUPPORT YOUNG GRAMMER SCHOOL THROUGH SCHOLARSHIP | $50,000 |
| ROLLINS COLLEGE | ||||||
| 1000 HOLT AVE | WINTER PARK | FL | 32789 | PC | SCHOLARSHIP FOR EDUCATION | $500,000 |
| CHRISTIAN BROTHERS FOUNDATION | ||||||
| 260 WILMOT RD | NEW ROCHELLE | NY | 10804 | PC | SUPPORT YOUNG GRAMMAR SCHOOL THROUGH SCHOLARSHIP | $10,000 |
| ST MARGARET MARY SCHOOL | ||||||
| 142 E SWOPE AVE | WINTER PARK | FL | 32789 | PC | SUPPORT YOUNG GRAMMAR SCHOOL THROUGH SCHOLARSHIP | $25,000 |
| ST LUKE'S SCHOLARSHIP FUND | ||||||
| 2025 W SR 426 | OVIEDO | FL | 32765 | PC | SUPPORT YOUNG GRAMMAR SCHOOL THROUGH SCHOLARSHIP | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $605,000 | 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 | $533,586 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $533,586 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $533,586 | 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 | KRISTIN M LYDEN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 ALABAMA DRIVE | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32789 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $665,155 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $665,155 | FairMarketValueAmt |
| Received | 2024-12-24 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $61 | Amt |
| Net Investment Income | $31 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (51 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALPHA ARCHIXTUS | AT COST | $43,685 | $44,640 |
| ALPHABET, INC | AT COST | $53,775 | $532,320 |
| ALTRIA GOURP INC | AT COST | $48,224 | $198,702 |
| APPLE INC | AT COST | $10,128 | $200,336 |
| ARCHER-DANIELS-MIDLAND CO | AT COST | $13,263 | $10,104 |
| ARCOSA, INC | AT COST | $21,436 | $96,740 |
| AVANTIS US EQUITY | AT COST | $46,725 | $48,465 |
| BERKSHIRE HATHAWAY | AT COST | $191,601 | $453,280 |
| CISCO SYSTEMS INC | AT COST | $18,770 | $59,200 |
| COGNIZANT TECHNOLOGY SOL | AT COST | $29,095 | $30,760 |
| COSTCO WHOLESALE CORP | AT COST | $69,681 | $366,508 |
| CSX CORP | AT COST | $6,569 | $41,951 |
| DIAGRO ADR | AT COST | $54,979 | $139,843 |
| FRANKLIN FTSE EUROPE | AT COST | $14,236 | $13,860 |
| GALLAGHER ARTHUR J & CO | AT COST | $38,491 | $283,850 |
| GOLDMAN SACHS GROUP | AT COST | $47,176 | $343,572 |
| HOME DEPOT, INC. | AT COST | $64,754 | $77,798 |
| INTEL CORP | AT COST | $7,037 | $120,300 |
| INVESCO TRUST QQQ | AT COST | $14,984 | $25,561 |
| ISHARES TRUST EAFE ETF VALUE ETF | AT COST | $46,520 | $52,470 |
| ISHARES TRUST EXPANDED TECH | AT COST | $35,785 | $50,060 |
| ISHARES TRUST RUS 2000 GRW ETF | AT COST | $23,746 | $28,782 |
| JP MORGAN CHASE & CO | AT COST | $24,578 | $143,826 |
| KLA CORPORATION | AT COST | $41,292 | $252,048 |
| LOGILITY SUPPLY CHAIN CO | AT COST | $97,268 | $110,800 |
| LOWE'S COMPANIES, INC | AT COST | $45,306 | $419,560 |
| MARVELL TECHNOLOGY, INC. | AT COST | $48,769 | $220,900 |
| MCDONALD'S CORPORATION | AT COST | $53,682 | $231,912 |
| MERCK & CO INC. | AT COST | $23,505 | $109,428 |
| MICROSOFT CORP | AT COST | $112,576 | $1,306,650 |
| NESTLE SA | AT COST | $39,413 | $81,700 |
| NVIDIA CORP | AT COST | $16,513 | $537,160 |
| ORACLE CORP | AT COST | $84,398 | $199,986 |
| ORGANON AND CO. | AT COST | $19,196 | $14,920 |
| OSI SYSTEMS INC | AT COST | $18,909 | $167,430 |
| PHILIP MORRIS INTERNATIONAL INC | AT COST | $50,768 | $216,630 |
| RELIANCE STEEL AND ALUMINIUM | AT COST | $17,805 | $269,260 |
| SELECT SECTOR SPDR TRUST XLP EFT | AT COST | $36,022 | $39,305 |
| SELECT SECTOR SPDR TRUST XLU ETF | AT COST | $22,388 | $22,707 |
| SELECT SECTOR SPDR TRUST XLV EFT | AT COST | $25,401 | $27,514 |
| SPDR S&P 500 ETF TRUST | AT COST | $100,805 | $146,520 |
| TECHNOLOGY SELECT SECTOR | AT COST | $34,235 | $46,504 |
| UBS GROUP AE | AT COST | $58,078 | $151,600 |
| UNITED HEALTH GROUP | AT COST | $26,839 | $268,106 |
| VANGUARD FTSE EMERG MKT ETF | AT COST | $9,977 | $8,790 |
| VANGUARD FTSE PACIFIC ETF | AT COST | $42,998 | $42,624 |
| VANGUARD REAL ESTATE ETF | AT COST | $27,273 | $26,724 |
| VANGUARD SMALL CAP ETF | AT COST | $40,846 | $48,056 |
| VANGUARD STAR FD INT'L STK F ETF | AT COST | $74,618 | $76,609 |
| VIATRIS INC. | AT COST | $14,583 | $13,695 |
| VISA INC | AT COST | $12,464 | $189,624 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENT | $3,278,093 |
| COST VS FMV OF DONATED STOCK | $535,057 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITORY FEES | Desc |
| Revenue And Expenses Per Books | $39 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $39 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTIN M LYDEN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 ALABAMA DRIVE | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32789 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $526 | Amt |
| Net Investment Income | $526 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |