2025-07-07T11:52:22-05:00 2024-12-31 330671936 LYONS ACCOUNTANCY GROUP 7964 ARJONS DR SUITE B SAN DIEGO CA 92126 990PF 2024-01-01 330923365 L ROBERT & PATRICIA PAYNE FAMILY FOUNDATION INC PAYN 6192992729 1011 CAMINO DEL RIO SOUTH STE 210 SAN DIEGO CA 92108 SHARON L PAYNE PRESIDENT & CEO 6192992729 2025-06-05 1 0 SCOTT M LYONS CPA P00370277 8583621099 2024 2025-03-06 01:10:19Z X 11074192 X 890686 29115 29115 29115 137220 137220 137220 1831299 4334285 1831299 2888320 1997634 166335 0 0 0 0 8000 8000 0 0 16931 16931 0 0 31184 31184 0 0 56115 56115 0 0 919019 919019 975134 56115 0 919019 1913186 1941519 166335 36275 83811 232061 232061 3520 3520 3520 3520 957890 0 0 5907549 8885583 10838611 218933 0 0 7207978 9121164 11074192 0 0 X 7207978 9121164 0 0 0 0 7207978 9121164 7207978 9121164 7207978 1913186 0 9121164 0 9121164 MORGAN STANLEY P 2024-01-01 2024-12-31 1323606 1364921 -41315 -41315 MORGAN STANLEY P 2023-10-10 2024-12-31 2977236 1138065 1839171 1839171 CAPITAL GAINS DIVIDENDS P 33443 33443 33443 1831299 -41315 26987 0 26987 0 26987 15600 0 0 0 15600 0 11387 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 0 0 0 1 N/A SHARON L PAYNE 6192992729 1011 CAMINO DEL RIO SOUTH SUITE 210 SAN DIEGO CA 92108 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SHARON L PAYNE 1011 CAMINO DEL RIO SOUTH SUITE 210 SAN DIEGO CA 92108 PRESIDENT & CEO 2.00 0 0 0 SUSAN M PAYNE 1011 CAMINO DEL RIO SOUTH SUITE 210 SAN DIEGO CA 92108 VICE PRESIDENT 2.00 0 0 0 GARY PAYNE 1011 CAMINO DEL RIO SOUTH SUITE 210 SAN DIEGO CA 92108 VICE PRESIDENT 2.00 0 0 0 DANIEL WEBER 1011 CAMINO DEL RIO SOUTH SUITE 210 SAN DIEGO CA 92108 ASSISTANT SECRETARY 2.00 0 0 0 MEGHAN K DESPAIN 1011 CAMINO DEL RIO SOUTH SUITE 210 SAN DIEGO CA 92108 SECRETARY 2.00 0 0 0 NONE 0 NONE 0 0 808984 11180 0 820164 0 0 820164 12302 807862 40393 40393 26987 26987 13406 0 13406 0 13406 919019 0 919019 13406 0 0 599439 670449 826252 706596 868616 3671352 919019 0 0 0 13406 905613 0 0 4576965 0 0 0 0 0 0 599439 3977526 670449 826252 706596 868616 905613 X SAN DIEGO RIVER PARK FOUNDATION 4891 PACIFIC HIGHWAY SUITE 114 SAN DIEGO CA 92110 NONE PUBLIC CHARITY UNRESTRICTED 6000 ARMED SERVICES YMCA 3293 SANTO ROAD SAN DIEGO CA 92124 NONE PUBLIC CHARITY UNRESTRICTED 100 LUCK DUCK FOUNDATION 5675 RUFFIN RD STE 100 SAN DIEGO CA 92123 NONE PUBLIC CHARITY UNRESTRICTED 5400 BACH COLLEGIUM 1475 CATALINA BLVD SAN DIEGO CA 92107 NONE PUBLIC CHARITY UNRESTRICTED 150000 BOYS & GIRLS CLUB PO BOX 178569 SAN DIEGO CA 92177 NONE PUBLIC CHARITY UNRESTRICTED 40700 BRAILLE INSTITUTE 741 NORTH VERMONT AVENUE LOS ANGELES CA 90029 NONE PUBLIC CHARITY UNRESTRICTED 15000 BUDO ACCELERATOR 17777 MAIN STE STE G IRVINE CA 92614 NONE PUBLIC CHARITY UNRESTRICTED 25000 CAMARADA 325 W WASHINGTON 2-163 SAN DIEGO CA 92103 NONE PUBLIC CHARITY UNRESTRICTED 30000 CAMPANILE FOUNDATION 3500 CAMPANILE DRIVE SAN DIEGO CA 92182 NONE PUBLIC CHARITY UNRESTRICTED 80000 ENNEAGRAM PRISON PROJECTS PO BOX 804 LOS GATOS CA 95031 NONE PUBLIC CHARITY UNRESTRICTED 19500 CORONADO HISTORICAL ASSOCIATION 1100 ORANGE AVENUE CORONADO CA 92118 NONE PUBLIC CHARITY UNRESTRICTED 2500 CORONADO HOSPITAL FOUNDATION 250 PROSPECT PLACE CORONADO CA 92118 NONE PUBLIC CHARITY UNRESTRICTED 6000 KOUW 4518 UNIVERSITY WAY NE SUITE 310 SEATTLE WA 98102 NONE PUBLIC CHARITY UNRESTRICTED 1500 UNIVERSITY OF SAN DIEGO 5998 ALCALA PARK SAN DIEGO CA 92110 NONE PUBLIC CHARITY UNRESTRICTED 48500 FATHER JOE'S VILLAGE 3350 E ST SAN DIEGO CA 92102 NONE PUBLIC CHARITY UNRESTRICTED 25000 FOUNDERS FIRST CDC 10755 SCRIPPS POWAY PKWY SUITE 202 SAN DIEGO CA 92131 NONE PUBLIC CHARITY UNRESTRICTED 5000 FREE TO THRIVE 525 B STREET SAN DIEGO CA 92101 NONE PUBLIC CHARITY UNRESTRICTED 10000 JUNIOR ACHIEVEMENT 4756 MISSION GORGE PLACE SAN DIEGO CA 92120 NONE PUBLIC CHARITY UNRESTRICTED 25000 KPBS 5200 CAMPANILE DRIVE SAN DIEGO CA 92182 NONE PUBLIC CHARITY UNRESTRICTED 7152 HISTORIC KENSINGTON PO BOX 600094 SAN DIEGO CA 92160 NONE PUBLIC CHARITY UNRESTRICTED 5000 MCASD 700 PROSPECT ST LA JOLLA CA 92037 NONE PUBLIC CHARITY UNRESTRICTED 1000 OLD GLOBE PO BOX 122171 SAN DIEGO CA 92122 NONE PUBLIC CHARITY UNRESTRICTED 2500 OLIVEWOOD GARDENS & LEARNING CENTER 2525 N AVENUE NATIONAL CITY CA 91950 NONE PUBLIC CHARITY UNRESTRICTED 33667 OPERA NEO 5325 TOSCANA WAY 6311 SAN DIEGO CA 92122 NONE PUBLIC CHARITY UNRESTRICTED 60000 SAN DIEGO FOUNDATION 2508 HISTORIC DECATUR RD STE 200 SAN DIEGO CA 92106 NONE PUBLIC CHARITY UNRESTRICTED 10000 NATIONAL CONFLICT RESOLUTION 530 B STREET SUITE 1700 SAN DIEGO CA 92101 NONE PUBLIC CHARITY UNRESTRICTED 50000 PROMISES 2 KIDS 9400 RUFFIN COURT SUITE A SAN DIEGO CA 92123 NONE PUBLIC CHARITY UNRESTRICTED 10000 SEATTLE FOUNDATION 1601 5TH AVENUE SUITE 1900 SEATTLE WA 98101 NONE PUBLIC CHARITY UNRESTRICTED 62400 SAN DIEGO MUSEUM OF ART PO BOX 122107 SAN DIEGO CA 92112 NONE PUBLIC CHARITY UNRESTRICTED 75000 SAN DIEGO SYMPHONY 1245 SEVENTH AVENUE SAN DIEGO CA 92101 NONE PUBLIC CHARITY UNRESTRICTED 50000 FAITH ASSEMBLY OF GOD 320 S J STREET IMPERIAL CA 92251 NONE PUBLIC CHARITY UNRESTRICTED 2500 SAN DIEGO EARLY MUSIC SOCIETY PO BOX 82008 SAN DIEGO CA 92138 NONE PUBLIC CHARITY UNRESTRICTED 5000 ST LUKE'S 3725 30TH STREET SAN DIEGO CA 92104 NONE PUBLIC CHARITY UNRESTRICTED 10000 ST MARK'S ESPISCOPAL CATHEDRAL 1245 TENTH AVENUE EAST SEATTLE WA 98102 NONE PUBLIC CHARITY UNRESTRICTED 12500 PRO KIDS FIRST TEE 4085 52ND STREET SAN DIEGO CA 92105 NONE PUBLIC CHARITY UNRESTRICTED 10000 WORLDVIEW PROJECT 2545 MORENA BLVD SUITE 210 SAN DIEGO CA 92110 NONE PUBLIC CHARITY UNRESTRICTED 5000 USS MIDWAY 910 N HARBOR DRIVE SAN DIEGO CA 92101 NONE PUBLIC CHARITY UNRESTRICTED 5000 WORLDVIEW PROJECT 2445 MORENA BLVD STE 210 SAN DIEGO CA 92110 NONE PUBLIC CHARITY UNRESTRICTED 5000 WOUNDED WARRIOR PROJECT 4899 BELFORT ROAD SUITE 300 JACKSONVILLE FL 32256 NONE PUBLIC CHARITY UNRESTRICTED 100 TCOYD 5720 OBERLIN DRIVE UNIT 150 SAN DIEGO CA 92110 NONE PUBLIC CHARITY UNRESTRICTED 2000 919019 0 14 29115 14 137220 18 1831299 0 1997634 0 1997634 0 0 0 0 0 0 0 0 0 0 X X 1 ROBERT AND PATRICIA PAYNE 1011 CAMINO DEL RIO SOUTH SUITE 210 SAN DIEGO CA 92108 618953 X 2 SHARON PAYNE AND ROB OSWALT 4184 PALISADES ROAD SAN DIEGO CA 92116 76344 X 3 SUSAN PAYNE 1932 FEDERAL AVENUE EAST SEATTLE WA 98102 98211 X 4 GARY AND ZORAIDA PAYNE 4249 RIDGEWAY DRIVE SAN DIEGO CA 92116 97178 X 1 STOCK SHARES OF ABBOTT LABS, ANALOG DEVICES, COSTCO, IDEXX LABS,PARKER-HANNIFIN, SALESFORCE, VERTEX 618953 2 374 SHARES NVIDIA, 60 SHARES TESLA 76344 3 760 SHARES NVIDIA 98211 4 710 SHARES NVIDIA 97178 ACCOUNTING 8000 8000 0 0 MORGAN STANLEY 8885583 10838611 PORTFOLIO MANAGEMENT FEES 31130 31130 0 0 FICTITIOUS NAME FEE 54 54 0 0 FOREIGN TAXES 1024 1024 0 0 CALIFORNIA STATE TAX 200 200 0 0 INTERNAL REVENUE TAX 15707 15707 0 0