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Nonprofit · EIN 36-3488076

PHILIP J & CAROL J LYONS FOUNDATION

Tax-exempt · TUCSON, AZ 85750

Financials

$4K$97K2022$1M$170K2023$352K$552K2024
Revenue Expenses · by fiscal year end
Financials of PHILIP J & CAROL J LYONS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$351,769$551,562-$199,793$1,444,243$0$1,444,243
September 30, 2024990-PF$1,020,865$169,586$851,279$1,644,036$0$1,644,036
September 30, 2023990-PF$3,771$97,209-$93,438$792,757$0$792,757
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$317,500
Dividends
$20,559
Net rental income
$6,204
Net gain from sales of assets
$7,506

Expenses

Grants and similar amounts paid
$495,350
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$537,961
Excise tax on investment income
$287

Balance sheet and other

Total assets, start of year
$1,644,036
Total assets, end of year
$1,444,243
Total liabilities, end of year
$0
Net assets, end of year
$1,444,243
Fair market value of assets
$11,446,070
Qualifying distributions
$537,961
Net investment income
$34,269

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
PHILIP J LYONS
6444 N DESERT WIND CIRCLE, TUCSON, AZ 85750
PRES / TREASURER5$0
CAROL J LYONS
6444 N DESERT WIND CIRCLE, TUCSON, AZ 85750
SECRETARY / V.P5$0
MICHAEL SOLHEIM
180 N LASALLE ST STE 2200, CHICAGO, IL 60601
DIRECTOR1$0
990-PF for the year ended September 30, 2024: 3 people
NameTitleHours / weekCompensation
PHILIP J LYONS
6444 N DESERT WIND CIRCLE, TUCSON, AZ 85750
PRES / TREASURER5$0
CAROL J LYONS
6444 N DESERT WIND CIRCLE, TUCSON, AZ 85750
SECRETARY / V.P5$0
MICHAEL SOLHEIM
180 N LASALLE ST STE 2200, CHICAGO, IL 60601
DIRECTOR1$0
990-PF for the year ended September 30, 2023: 3 people
NameTitleHours / weekCompensation
PHILIP J LYONS
6444 N DESERT WIND CIRCLE, TUCSON, AZ 85750
PRES / TREASURER5$0
CAROL J LYONS
6444 N DESERT WIND CIRCLE, TUCSON, AZ 85750
SECRETARY / V.P5$0
MICHAEL SOLHEIM
180 N LASALLE ST STE 2200, CHICAGO, IL 60601
DIRECTOR1$0

Address and contacts

Address (IRS master file)
6444 N DESERT WIND CIR, TUCSON, AZ 85750-0978
Signed the 990-PF
PHILIP LYONS, PRESIDENT
Phone
(312) 368-1111
Return prepared by
WINEBERG SOLHEIM HOWELL & SHAIN PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
36-3488076
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1987
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$1,444,243
Income (IRS master file)
$374,695

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$351,769$551,562$1,444,243XML
990-TSeptember 2025–––IRS
990-PFSeptember 2024$1,020,865$169,586$1,644,036XML
990-PFSeptember 2023$3,771$97,209$792,757XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2020–––IRS
990-PFSeptember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-3488076).

Questions about PHILIP J & CAROL J LYONS FOUNDATION

What is the EIN of PHILIP J & CAROL J LYONS FOUNDATION?
The employer identification number (EIN) of PHILIP J & CAROL J LYONS FOUNDATION is 36-3488076.
Is PHILIP J & CAROL J LYONS FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to PHILIP J & CAROL J LYONS FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PHILIP J & CAROL J LYONS FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of PHILIP J & CAROL J LYONS FOUNDATION due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PHILIP J & CAROL J LYONS FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of PHILIP J & CAROL J LYONS FOUNDATION?
The 990-PF for the year ended September 30, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does PHILIP J & CAROL J LYONS FOUNDATION have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $351,769, expenses of $551,562 and total assets of $1,444,243 at year end.

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