2026-07-14T16:08:18-05:00 2025-12-31 330671936 LYONS ACCOUNTANCY GROUP 7964 ARJONS DR SUITE B SAN DIEGO CA 92126 990PF 2025-01-01 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 2026-06-30 1 SCOTT M LYONS CPA P00370277 8583621099 2025 2025-03-06 01:10:19Z X 11714319 X 555884 27546 27546 27546 147356 147356 147356 508041 2852606 508041 1238827 682943 174902 0 0 0 0 9000 9000 0 0 44321 44321 0 0 41340 41340 0 0 94661 94661 0 0 1101945 1101945 1196606 94661 0 1101945 42221 588282 174902 232061 161346 161346 3520 3520 3520 3520 8885583 8998519 11549453 9121164 9163385 11714319 0 0 X 9121164 9163385 0 0 0 0 9121164 9163385 9121164 9163385 9121164 42221 0 9163385 0 9163385 MORGAN STANLEY P 2025-01-01 2025-12-31 1159232 1244448 -85216 -85216 MORGAN STANLEY P 2024-01-01 2025-12-31 1646625 1100117 546508 546508 CAPITAL GAINS DIVIDENDS P 46749 46749 46749 508041 -85216 8177 0 8177 0 8177 31000 0 0 0 31000 0 22823 0 22823 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 745171 16378 0 761549 0 0 761549 11423 750126 37506 37506 8177 8177 29329 0 29329 0 29329 1101945 0 1101945 29329 0 0 670449 826252 706596 868616 905613 3977526 1101945 0 0 0 29329 1072616 0 0 5050142 0 0 0 0 0 0 670449 4379693 826252 706596 868616 905613 1072616 X BOYS & GIRLS CLUB PO BOX 178569 SAN DIEGO CA 92177 NONE POF UNRESTRICTED 2500 BACH COLLEGIUM 1475 CATALINA BLVD SAN DIEGO CA 92107 NONE POF UNRESTRICTED 50000 BOYS & GIRLS CLUB PO BOX 178569 SAN DIEGO CA 92177 NONE POF UNRESTRICTED 15000 BRAILLE INSTITUTE 741 NORTH VERMONT AVENUE LOS ANGELES CA 90029 NONE POF UNRESTRICTED 15000 BUDO ACCELERATOR 17777 MAIN STE STE G IRVINE CA 92614 NONE POF UNRESTRICTED 25000 CAMARADA 325 W WASHINGTON 2-163 SAN DIEGO CA 92103 NONE POF UNRESTRICTED 3000 BACH COLLEGIUM SAN DIEGO 1475 CATALINA BLVD SAN DIEGO CA 92107 NONE POF UNRESTRICTED 50000 CORONADO SCHOOLS FOUNDATION 201 SIXTH ST CORONADO CA 92118 NONE POF UNRESTRICTED 4000 CORONADO HOSPITAL FOUNDATION 250 PROSPECT PLACE CORONADO CA 92118 NONE POF UNRESTRICTED 6000 BOYS & GIRLS CLUB PO BOX 178569 SAN DIEGO CA 92177 NONE POF UNRESTRICTED 500 FAITH ASSEMBLY OF GOD 320 S J STREET IMPERIAL CA 92251 NONE POF UNRESTRICTED 2500 FATHER JOE'S VILLAGE 3350 E ST SAN DIEGO CA 92102 NONE POF UNRESTRICTED 25000 FOUNDERS FIRST CDC 10755 SCRIPPS POWAY PKWY SUITE 202 SAN DIEGO CA 92131 NONE POF UNRESTRICTED 5000 BACH COLLEGIUM SAN DIEGO 1475 CATALINA BLVD SAN DIEGO CA 92107 NONE POF UNRESTRICTED 25000 BACH COLLEGIUM SAN DIEGO 1475 CATALINA BLVD SAN DIEGO CA 92107 NONE POF UNRESTRICTED 50000 JUNIOR ACHIEVEMENT 4756 MISSION GORGE PLACE SAN DIEGO CA 92120 NONE POF UNRESTRICTED 25000 KOUW 4518 UNIVERSITY WAY NE SUITE 310 SEATTLE WA 98102 NONE POF UNRESTRICTED 1350 KPBS 5200 CAMPANILE DRIVE SAN DIEGO CA 92182 NONE POF UNRESTRICTED 5000 LUCK DUCK FOUNDATION 5675 RUFFIN RD STE 100 SAN DIEGO CA 92123 NONE POF UNRESTRICTED 5000 KPBS 5200 CAMPANILE DRIVE SAN DIEGO CA 92182 NONE POF UNRESTRICTED 700 NATIONAL CONFLICT RESOLUTION 530 B STREET SUITE 1700 SAN DIEGO CA 92101 NONE POF UNRESTRICTED 50000 BOYS & GIRLS CLUB PO BOX 178569 SAN DIEGO CA 92177 NONE POF UNRESTRICTED 11000 OLIVEWOOD GARDENS & LEARNING CENTER 2525 N AVENUE NATIONAL CITY CA 91950 NONE POF UNRESTRICTED 16667 OPERA NEO 5325 TOSCANA WAY 6311 SAN DIEGO CA 92122 NONE POF UNRESTRICTED 50000 PRO KIDS FIRST TEE 4085 52ND STREET SAN DIEGO CA 92105 NONE POF UNRESTRICTED 5000 PROMISES 2 KIDS 9400 RUFFIN COURT SUITE A SAN DIEGO CA 92123 NONE POF UNRESTRICTED 10000 SAN DIEGO EARLY MUSIC SOCIETY PO BOX 82008 SAN DIEGO CA 92138 NONE POF UNRESTRICTED 15000 SAN DIEGO FOUNDATION 2508 HISTORIC DECATUR RD STE 200 SAN DIEGO CA 92106 NONE POF UNRESTRICTED 10000 SAN DIEGO MUSEUM OF ART PO BOX 122107 SAN DIEGO CA 92112 NONE POF UNRESTRICTED 10000 SAN DIEGO MUSEUM OF ART PO BOX 122107 SAN DIEGO CA 92112 NONE POF UNRESTRICTED 50000 OLIVEWOOD GARDENS & LEARNING CENTER 2525 N AVENUE NATIONAL CITY CA 91950 NONE POF UNRESTRICTED 16667 SEATTLE FOUNDATION 1601 5TH AVENUE SUITE 1900 SEATTLE WA 98101 NONE POF UNRESTRICTED 50000 ST LUKE'S 3725 30TH STREET SAN DIEGO CA 92104 NONE POF UNRESTRICTED 10000 ST MARK'S ESPISCOPAL CATHEDRAL 1245 TENTH AVENUE EAST SEATTLE WA 98102 NONE POF UNRESTRICTED 10500 TCOYD 5720 OBERLIN DRIVE UNIT 150 SAN DIEGO CA 92110 NONE POF UNRESTRICTED 5000 UNIVERSITY OF SAN DIEGO 5998 ALCALA PARK SAN DIEGO CA 92110 NONE POF UNRESTRICTED 10000 USS MIDWAY 910 N HARBOR DRIVE SAN DIEGO CA 92101 NONE POF UNRESTRICTED 10000 WORLDVIEW PROJECT 2545 MORENA BLVD SUITE 210 SAN DIEGO CA 92110 NONE POF UNRESTRICTED 10000 OLIVEWOOD GARDENS & LEARNING CENTER 2525 N AVENUE NATIONAL CITY CA 91950 NONE POF UNRESTRICTED 5000 WOUNDED WARRIOR PROJECT 4899 BELFORT ROAD SUITE 300 JACKSONVILLE FL 32256 NONE POF UNRESTRICTED 100 SAN DIEGO DIPLOMACY COUNCIL 1101 CAMINO DEL RIO S SUITE 210D SAN DIEGO CA 92108 NONE POF UNRESTRICTED 15000 SAN DIEGO DIPLOMACY COUNCIL 1101 CAMINO DEL RIO S SUITE 210D SAN DIEGO CA 92108 NONE POF UNRESTRICTED 1000 CHRIST EPISCOPAL CHURCH 1114 9TH STREET CORONADO CA 92118 NONE POF UNRESTRICTED 18000 EPISCOPAL COMMUNITY SERVICES 401 MILE OF CARS WAY SUITE 350 NATIONAL CITY CA 91950 NONE POF UNRESTRICTED 2000 SURVIVORS OF TORTURE 3990 OLD TOWN AVE SUITE C201 SAN DIEGO CA 92110 NONE POF UNRESTRICTED 2000 OLIVEWOOD GARDENS & LEARNING CENTER 2525 N AVENUE NATIONAL CITY CA 91950 NONE POF UNRESTRICTED 2000 OLIVEWOOD GARDENS & LEARNING CENTER 2525 N AVENUE NATIONAL CITY CA 91950 NONE POF UNRESTRICTED 1000 OLIVEWOOD GARDENS & LEARNING CENTER 2525 N AVENUE NATIONAL CITY CA 91950 NONE POF UNRESTRICTED 17000 OLIVEWOOD GARDENS & LEARNING CENTER 2525 N AVENUE NATIONAL CITY CA 91950 NONE POF UNRESTRICTED 10000 OLIVEWOOD GARDENS & LEARNING CENTER 2525 N AVENUE NATIONAL CITY CA 91950 NONE POF UNRESTRICTED 5500 CAMARADA 325 W WASHINGTON 2-163 SAN DIEGO CA 92103 NONE POF UNRESTRICTED 25000 CAMARADA 325 W WASHINGTON 2-163 SAN DIEGO CA 92103 NONE POF UNRESTRICTED 8000 OPERA NEO 5325 TOSCANA WAY 6311 SAN DIEGO CA 92122 NONE POF UNRESTRICTED 50000 OPERA NEO 5325 TOSCANA WAY 6311 SAN DIEGO CA 92122 NONE POF UNRESTRICTED 50000 SOROPTIMIST INTERNATIONAL PO BOX 180345 CORONADO CA 92178 NONE POF UNRESTRICTED 250 BOYS & GIRLS CLUB PO BOX 178569 SAN DIEGO CA 92177 NONE POF UNRESTRICTED 30000 BOYS & GIRLS CLUB PO BOX 178569 SAN DIEGO CA 92177 NONE POF UNRESTRICTED 77500 CATALYST 5060 SHOREHAM PL SUITE 350 SAN DIEGO CA 92122 NONE POF UNRESTRICTED 10000 FAITH ASSEMBLY OF GOD 320 S J STREET IMPERIAL CA 92251 NONE POF UNRESTRICTED 2500 ART OF ELAN 6165 RADCLIFFE DRIVE SAN DIEGO CA 92122 NONE POF UNRESTRICTED 5000 USS MIDWAY 910 N HARBOR DRIVE SAN DIEGO CA 92101 NONE POF UNRESTRICTED 5000 SURVIVORS OF TORTURE 3990 OLD TOWN AVE SUITE C201 SAN DIEGO CA 92110 NONE POF UNRESTRICTED 5000 BORREGO VALLEY ENDOWMENT 587 PALM CANYON DRIVE SUITE 128 BORREGO SPRINGS CA 92004 NONE POF UNRESTRICTED 5000 SEATTLE FOUNDATION 1601 5TH AVENUE SUITE 1900 SEATTLE WA 98101 NONE POF UNRESTRICTED 84711 1101945 0 14 27546 14 147356 18 508041 0 682943 0 682943 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 75221 X 2 SHARON PAYNE AND ROB OSWALT 4184 PALISADES ROAD SAN DIEGO CA 92116 87790 X 3 SUSAN PAYNE 1932 FEDERAL AVENUE EAST SEATTLE WA 98102 100437 X 4 GARY AND ZORAIDA PAYNE 4249 RIDGEWAY DRIVE SAN DIEGO CA 92116 292436 X 1 425 SHARES NVIDIA 75221 2 310 SHARES NVIDIA, 100 SHARES TESLA 87790 3 95 SHARES BROADCOM, 50 SHARES META, 178 SHARES NVIDIA 100437 4 190 SHARES NVIDIA, 150 SHARES AMAZON, 70 SHARES MICROSOFT, 400 SHARES TESLA 292436 ACCOUNTING 9000 9000 0 0 MORGAN STANLEY 8998519 11549453 PORTFOLIO MANAGEMENT FEES 41340 41340 0 0 FOREIGN TAXES 1439 1439 0 0 CALIFORNIA STATE TAX 200 200 0 0 INTERNAL REVENUE TAX 42682 42682 0 0