PHILIP J & CAROL J LYONS FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PHILIP J & CAROL J LYONS FOUNDATION (EIN 36-3488076)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2013-12-09
- IRS object ID
- 201303439349100300
- Schema version
- 2012v2.1
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-12-09T10:03:02-06:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362700600 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINEBERG SOLHEIM HOWELL & SHAIN PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 N LASALLE ST STE 2200 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363488076 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PHILIP J & CAROL J LYONS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PHIL | NameControl |
| Phone | 3123681111 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6444 N DESERT WIND CIRCLE | AddressLine1 |
| City | TUCSON | City |
| State | AZ | State |
| ZIP Code | 85750 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PHILIP LYONS | Name |
| Title | PRESIDENT | Title |
| Phone | 3123681111 | Phone |
| Date Signed | 2013-11-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL S SOLHEIM CPA | Name |
| PTIN | P00570974 | PTIN |
| Phone | 3123720440 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 832856 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 27734 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 21501 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 21501 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 9917 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 33188 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 9917 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 59152 | TotalRevenueAndExpenses |
| Total Net Investment Income | 31418 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 493 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 493 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 10 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 10 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 503 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 503 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 37508 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 37508 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 38011 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 503 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 37508 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 21141 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 30915 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 4325 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 3376 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 3376 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 731553 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 732347 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 829480 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 735878 | TotalAssetsBOY |
| Total Assets EOY | 735723 | TotalAssetsEOY |
| Total Assets EOYFMV | 832856 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 735878 | RetainedEarningsBOY |
| Retained Earnings EOY | 735723 | RetainedEarningsEOY |
| Total Net Assets BOY | 735878 | TotalNetAssetsBOY |
| Total Net Assets EOY | 735723 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 735878 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 735723 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 735878 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 21141 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 757019 | Subtotal |
| Other Decreases | 21296 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 735723 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 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 |
|---|---|---|---|---|---|---|---|
| 453 SH DFA US CORE EQUITY | P | 2011-09-09 | 2013-08-29 | 6612 | 4479 | 2133 | 2133 |
| 73 SH RAYONIER | P | 2011-03-11 | 2013-08-29 | 4101 | 2900 | 1201 | 1201 |
| 100 SH RAYONIER | P | 2011-03-11 | 2013-08-29 | 5618 | 3973 | 1645 | 1645 |
| 100 SH RAYONIER | P | 2011-03-11 | 2013-08-29 | 5619 | 3973 | 1646 | 1646 |
| 200 SH RAYONIER | P | 2011-03-11 | 2013-08-29 | 11238 | 7946 | 3292 | 3292 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 9917 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 42270 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 811479 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.052090 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 43441 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 849069 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.051163 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 32108 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 760267 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.042233 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 26863 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 640530 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.041939 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 31002 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 874366 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.035457 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.222882 | TotalDistributionRatio |
| Average Distribution Ratio | 0.044576 | AverageDistributionRatio |
| Net Noncharitable Assets | 932503 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 41567 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 309 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 41876 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 37508 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 618 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 618 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 618 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 240 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 240 | TotalCreditsAndPayments |
| Tax Due | 378 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | IL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | PHILIP J LYONS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3123681111 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6444 N DESERT WIND CIRCLE | AddressLine1 |
| City | TUCSON | City |
| State | AZ | State |
| ZIP Code | 85750 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
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 |
|---|---|---|---|---|---|---|---|---|
| PHILIP J LYONS | ||||||||
| 6444 N DESERT WIND CIRCLE | TUCSON | AZ | 85750 | PRES / TREASURER | 0.00 | 0 | 0 | 0 |
| CAROL J LYONS | ||||||||
| 6444 N DESERT WIND CIRCLE | TUCSON | AZ | 85750 | SECRETARY / V.P | 0.00 | 0 | 0 | 0 |
| JOHN J BUTTITA | ||||||||
| 10 S WACKER DR 4000 | CHICAGO | IL | 60606 | ASST. SECRETARY | 0.00 | 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 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 940333 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 6371 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 946704 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 946704 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 14201 | CashDeemedCharitable |
| Net Noncharitable Assets | 932503 | NetNoncharitableAssets |
| Minimum Investment Return | 46625 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 46625 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 618 | TaxBasedOnInvestmentIncome |
| Total Tax | 618 | TotalTax |
| Distributable Amount Before Adj | 46007 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 46007 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 46007 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 37508 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 37508 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 37508 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 46007 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 33606 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 37508 | QualifyingDistributions |
| Applied To Year1 | 33606 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 3902 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 42105 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (20 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S FOUNDATION OF AMERICA | ||||||||
| 322 EIGHTH AVE 7TH FLOOR | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 | |
| AMERICAN INDIAN COLLEGE FUND | ||||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 | |
| CHICAGO CANINE RESCUE | ||||||||
| 5272 N ELSTON | CHICAGO | IL | 60630 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,800 | |
| DEBORAH'S PLACE | ||||||||
| 2822 W JACKSON BLVD | CHICAGO | IL | 60612 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,800 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 SEVENTH AVE 2ND FL | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $2,000 | |
| FISTULA FOUNDATION | ||||||||
| 1900 THE ALMEDA SUITE 500 | SAN JOSE | CA | 95126 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $300 | |
| FLAGSTAFF FAMILY FOOD CENTER | ||||||||
| PO BOX P | FLAGSTAFF | AZ | 86002 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 | |
| GRAMEEN FOUNDATION | ||||||||
| 1101 15TH STREET NW 3RD FL | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 | |
| GREATER CHICAGO FOOD DEPOSITORY | ||||||||
| 4100 W ANN LURIE PLACE | CHICAGO | IL | 60632 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $2,500 | |
| HOMES FOR OUR TROOPS | ||||||||
| 6 MAIN ST | TAUNTON | MA | 02780 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,500 | |
| INJURED MARINE SEMPER FI FUND | ||||||||
| 825 COLLEGE BLVD SUITE 102 PMB 609 | OCEANSIDE | CA | 92057 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,500 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| PO BOX 96651 | WASHINGTON | DC | 20090 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 | |
| INTREPID FALLEN HEROES FUND | ||||||||
| ONE INTREPID SQUARE W 46TH ST 12TH | NEW YORK | NY | 10036 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,500 | AVE |
| JEWISH UNITED FUND | ||||||||
| 30 S WELLS ST RM 3134 | CHICAGO | IL | 60606 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $10,608 | |
| KILLIP ELEMENTARY | ||||||||
| 2300 E 6TH AVE | FLAGSTAFF | AZ | 86004 | N/A | PRIVATE SCHOOL | GRANT TO CHARITABLE ORGANIZATION | $3,000 | |
| LITTLE BROTHERS FRIENDS OF THE ELDERLY | ||||||||
| 355 N ASHLAND AVE | CHICAGO | IL | 60607 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $2,500 | |
| NATIONAL COUNCIL ON AGING | ||||||||
| 1901 L ST NW 4TH FL | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $500 | |
| SUNSHINE FOUNDATION | ||||||||
| 1041 MILL CREEK DR | FEASTERVILLE | PA | 19052 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 | |
| TRUST FOR PUBLIC LAND | ||||||||
| 101 MONTGOMERY ST 900 | SAN FRANCISCO | CA | 94104 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 | |
| UNITED NEGRO COLLEGE FUND | ||||||||
| 8260 WILLOW OAKS CORPORATE DRIVE PO | FAIRFAX | VA | 22031 | N/A | PUBLIC CHARITY | GRANT TO CHARITABLE ORGANIZATION | $1,000 | BOX 10444 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 37508 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $21,501 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $9,917 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $31,418 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 31418 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | PHIL AND CAROL LYONS | 35 E WACKER DR 3200 | CHICAGO | IL | 60601 | 27719 | X | |
| 2 | PHIL AND CAROL LYONS | 35 E WACKER DR 3200 | CHICAGO | IL | 60601 | 15 | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 239 SH LORILLARD, INC | NoncashPropertyDescription |
| Fair Market Value | 27719 | FairMarketValue |
| Date Received | 2012-12-28 | DateReceived |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CHARLES SCHWAB | 661147 | 829480 |
| MORGAN STANLEY | 71200 | 0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SECTION 1015 BASIS ADJUSTMENT OF APPRECIATED SECURITIES RECEIVED | Description |
| Amount | $21,296 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Revenue And Expenses Per Books | 10 | RevenueAndExpensesPerBooks |
| Net Investment Income | 10 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| IL AG 990 | $15 | 15 | 0 | 0 |
| EXCISE TAX | $478 | 478 | 0 | 0 |