THE LYDEN FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE LYDEN FOUNDATION INC (EIN 59-3469366)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202611339349103911
- Schema version
- 2025v4.1
- 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 Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T15:40:59-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | 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 | 4076443365 | 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 | 4076443365 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROMAN G CARRAWAY CPA | PreparerPersonNm |
| PTIN | P00448173 | PTIN |
| Phone | 3212550088 | PhoneNum |
| Preparation | 2026-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $21,657,243 | 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 | $760,470 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $153 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $153 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $538,792 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $538,792 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $57,296 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $170,352 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $57,296 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,356,711 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $596,241 | 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 |
| Taxes Rev And Expnss | $182,294 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $91 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $61 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $182,385 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $61 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,110,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,110,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,292,385 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $61 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,110,030 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $64,326 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $596,180 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $457,464 | CashBOYAmt |
| Cash EOY | $37,609 | CashEOYAmt |
| Cash EOYFMV | $37,609 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,919,245 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,739,971 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,739,971 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,121,165 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,188,028 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,879,663 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,497,874 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,965,608 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,657,243 | 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 | $13,497,874 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,965,608 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,497,874 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,965,608 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,497,874 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,965,608 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,497,874 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $64,326 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,562,200 | SubtotalAmt |
| Other Decreases | $596,592 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,965,608 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $170,352 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $113,056 | CostOrOtherBasisAmt |
| Gain Or Loss | $57,296 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $57,296 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $57,296 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,287 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,287 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,287 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,440 | 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 | $7,440 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $54 | EsPenaltyAmt |
| Tax Due | $901 | 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 | 4076443365 | 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 | 3.00 | $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 | $9,916,891 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,272,564 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,189,455 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,189,455 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $317,842 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,871,613 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,043,581 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,043,581 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,287 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,287 | TotalTaxAmt |
| Distributable Before Adj | $1,035,294 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,035,294 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,035,294 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,110,030 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,110,030 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,035,294 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $34,718 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $92,314 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,450 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $151,812 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $933,130 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,226,424 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,110,030 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,035,294 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $74,736 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,301,160 | 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 | $34,718 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,266,442 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $92,314 | ExcessFromYear4Amt |
| Excess From Year3 | $14,450 | ExcessFromYear3Amt |
| Excess From Year2 | $151,812 | ExcessFromYear2Amt |
| Excess From Year1 | $933,130 | ExcessFromYear1Amt |
| Excess From Current Year | $74,736 | ExcessFromCurrentYearAmt |
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, ST MARY MAGDALEN SCHOOL, BISHOP MOORE HIGH SCHOOL, ST CHARLES SCHOOL | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CHRISTIAN BROTHERS FOUNDATION | ||||||
| 260 WILMOT RD | NEW ROCHELLE | NY | 10804 | PC | SUPPORT YOUNG GRAMMAR SCHOOL THROUGH SCHOLARSHIP | $10,000 |
| GOOD SHEPHARD SCHOOL FOUNDATION | ||||||
| 5902 OLEANDER DRIVE | ORLANDO | FL | 32809 | PC | SUPPORT YOUNG GRAMMER SCHOOL THROUGH SCHOLARSHIP | $100,000 |
| ROLLINS COLLEGE | ||||||
| 1000 HOLT AVE | WINTER PARK | FL | 32789 | PC | SCHOLARSHIP FOR EDUCATION | $575,000 |
| ST LUKE'S SCHOLARSHIP FUND | ||||||
| 2025 W SR 426 | OVIEDO | FL | 32765 | PC | SUPPORT YOUNG GRAMMAR SCHOOL THROUGH SCHOLARSHIP | $20,000 |
| ST MARGARET MARY SCHOOL | ||||||
| 142 E SWOPE AVE | WINTER PARK | FL | 32789 | PC | SUPPORT YOUNG GRAMMAR SCHOOL THROUGH SCHOLARSHIP | $100,000 |
| BISHOP MOORE CATHOLIC HIGH SCHOOL | ||||||
| 3901 EDGEWATER DRIVE | ORLANDO | FL | 32804 | PC | SUPPORT YOUNG GRAMMAR SCHOOL THROUGH SCHOLARSHIP | $100,000 |
| ST CHARLES BORROMEO CATHOLIC SCHOOL | ||||||
| 4005 EDGEWATER DRIVE | ORLANDO | FL | 32804 | PC | SUPPORT YOUNG GRAMMAR SCHOOL THROUGH SCHOLARSHIP | $50,000 |
| CHESTERTON ACADAMY OF ORLANDO | ||||||
| 2025 STATE ROAD 436 | WINTER PARK | FL | 32792 | PC | SUPPORT YOUNG GRAMMAR SCHOOL THROUGH SCHOLARSHIP | $25,000 |
| BISHOP IRETON CATHOLOC HIGH SCHOOL | ||||||
| 201 CAMBRIDGE ROAD | ALEXANDRIA | VA | 32314 | PC | SUPPORT HIGH SCHOOL THROUGH SCHOLARSHIP | $10,000 |
| ST MARY MAGDALINE SCHOOL | ||||||
| 869 MAITLAND AVENUE | ALTAMONTE SPRING | FL | 32701 | PC | SUPPORT YOUNG GRAMMAR SCHOOL THROUGH SCHOLARSHIP | $100,000 |
| SECOND HARVEST FOOD BANK | ||||||
| 411 MERCY DRIVE | ORLANDO | FL | 32805 | PC | FEEDING HOPE FUND BANK | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,110,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $153 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $538,792 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $57,296 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $596,241 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $596,241 | 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 | JAMES P 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 | $760,470 | 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 | $760,470 | FairMarketValueAmt |
| Received | 2025-12-23 | ReceivedDt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (49 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALPHA ARCHIXTUS | AT COST | $43,685 | $48,775 |
| ALPHABET, INC | AT COST | $53,775 | $878,000 |
| ALTRIA GOURP INC | AT COST | $48,224 | $219,108 |
| APPLE INC | AT COST | $10,128 | $217,488 |
| ARCHER-DANIELS-MIDLAND CO | AT COST | $13,263 | $11,498 |
| ARCOSA, INC | AT COST | $21,436 | $106,320 |
| AVANTIS US EQUITY | AT COST | $46,725 | $55,890 |
| BERKSHIRE HATHAWAY | AT COST | $375,515 | $1,256,453 |
| CISCO SYSTEMS INC | AT COST | $18,770 | $77,030 |
| COGNIZANT TECHNOLOGY SOL | AT COST | $29,095 | $33,200 |
| COSTCO WHOLESALE CORP | AT COST | $69,681 | $344,936 |
| CSX CORP | AT COST | $6,569 | $47,125 |
| DIAGRO ADR | AT COST | $54,979 | $94,897 |
| FRANKLIN FTSE EUROPE | AT COST | $14,236 | $18,270 |
| GALLAGHER ARTHUR J & CO | AT COST | $38,491 | $258,790 |
| GOLDMAN SACHS GROUP | AT COST | $47,176 | $527,400 |
| HOME DEPOT, INC. | AT COST | $64,754 | $68,820 |
| INTEL CORP | AT COST | $6,450 | $202,950 |
| INVESCO TRUST QQQ | AT COST | $14,984 | $30,715 |
| ISHARES TRUST EAFE ETF VALUE ETF | AT COST | $46,520 | $71,410 |
| ISHARES TRUST EXPANDED TECH | AT COST | $35,785 | $52,845 |
| ISHARES TRUST RUS 2000 GRW ETF | AT COST | $23,746 | $32,301 |
| JP MORGAN CHASE & CO | AT COST | $24,578 | $193,332 |
| KLA CORPORATION | AT COST | $41,292 | $486,032 |
| LOWE'S COMPANIES, INC | AT COST | $45,306 | $409,972 |
| MARVELL TECHNOLOGY, INC. | AT COST | $48,769 | $169,960 |
| MCDONALD'S CORPORATION | AT COST | $53,682 | $244,504 |
| MERCK & CO INC. | AT COST | $23,505 | $115,786 |
| MICROSOFT CORP | AT COST | $112,576 | $1,499,222 |
| NESTLE SA | AT COST | $39,413 | $98,780 |
| NVIDIA CORP | AT COST | $16,513 | $746,000 |
| ORACLE CORP | AT COST | $84,398 | $233,892 |
| OSI SYSTEMS INC | AT COST | $18,909 | $255,060 |
| PHILIP MORRIS INTERNATIONAL INC | AT COST | $50,768 | $288,720 |
| RELIANCE STEEL AND ALUMINIUM | AT COST | $17,805 | $288,870 |
| SELECT SECTOR SPDR TRUST XLP EFT | AT COST | $36,022 | $38,840 |
| SELECT SECTOR SPDR TRUST XLU ETF | AT COST | $22,388 | $25,614 |
| SELECT SECTOR SPDR TRUST XLV EFT | AT COST | $25,401 | $30,960 |
| SPDR S&P 500 ETF TRUST | AT COST | $100,805 | $170,480 |
| TECHNOLOGY SELECT SECTOR | AT COST | $34,235 | $57,588 |
| UBS GROUP AE | AT COST | $58,078 | $231,550 |
| UNITED HEALTH GROUP | AT COST | $26,839 | $174,958 |
| VANGUARD FTSE EMERG MKT ETF | AT COST | $9,977 | $10,752 |
| VANGUARD FTSE PACIFIC ETF | AT COST | $42,998 | $54,240 |
| VANGUARD REAL ESTATE ETF | AT COST | $27,273 | $26,547 |
| VANGUARD SMALL CAP ETF | AT COST | $40,846 | $51,590 |
| VANGUARD STAR FD INT'L STK F ETF | AT COST | $74,618 | $98,072 |
| VIATRIS INC. | AT COST | $14,583 | $13,695 |
| VISA INC | AT COST | $12,464 | $210,426 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENT | $20,036 |
| COST VS FMV OF DONATED STOCK | $576,556 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DEPOSITORY FEES | $30 | $30 | $0 |
| FL ANNUAL FEES | $61 | $31 | $30 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| JAMES P LYDEN | |||
| 1960 HOWELL BRANCH RD | WINTER PARK | FL | 32789 |
| KRISTIN M LYDEN | |||
| 1600 ALABAMA DR | WINTER PARK | FL | 32789 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $182,294 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |