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Nonprofit · EIN 61-6337565

LYONS SMITH FAM FOUNDATION

Also known as NANCY A LYONS TTEE

Tax-exempt · CORONA DL MAR, CA 92625

Financials

$430K$72K2024$836K$261K2025
Revenue Expenses · by fiscal year end
Financials of LYONS SMITH FAM FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$836,434$260,589$575,845$890,017$200,000$690,017
December 31, 2024990-PF$429,785$72,425$357,360$427,748$0$427,748
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$683,596
Dividends
$7,678
Interest
$301
Net gain from sales of assets
$144,859

Expenses

Grants and similar amounts paid
$252,100
Disbursements for charitable purposes
$252,100
Excise tax on investment income
$2,058

Balance sheet and other

Total assets, start of year
$427,748
Total assets, end of year
$890,017
Total liabilities, end of year
$200,000
Net assets, end of year
$690,017
Fair market value of assets
$890,017
Qualifying distributions
$252,100
Net investment income
$152,838

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
NANCY A LYONS
1512 SERENADE TERRACE, CORONA DEL MAR, CA 926251752
President1$0
LAWRENCE E SMITH
1512 SERENADE TERRACE, CORONA DEL MAR, CA 926251752
Vice Pres.1$0
NATHANIEL E LYONS-SMITH
1512 SERENADE TERRACE, CORONA DEL MAR, CA 926251752
Secretary1$0
ALEXANDRA K LYONS-SMITH
1512 SERENADE TERRACE, CORONA DEL MAR, CA 926251752
Treasurer1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
NANCY A LYONS
1512 SERENADE TERRACE, CORONA DEL MAR, CA 926251752
President1$0
LAWRENCE E SMITH
1512 SERENADE TERRACE, CORONA DEL MAR, CA 926251752
Vice Pres.1$0
NATHANIEL E LYONS-SMITH
1512 SERENADE TERRACE, CORONA DEL MAR, CA 926251752
Secretary1$0
ALEXANDRA K LYONS-SMITH
1512 SERENADE TERRACE, CORONA DEL MAR, CA 926251752
Treasurer1$0

Address and contacts

Address (IRS master file)
1512 SERENADE TER, CORONA DL MAR, CA 92625-1752
In care of
% NANCY A LYONS
Signed the 990-PF
NANCY A LYONS, President
Phone
(909) 210-1465
Return prepared by
MICHAEL W DURAN CPA

What it must file and when

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

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
61-6337565
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
2007
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$890,017
Income (IRS master file)
$1,536,402

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$52,643$96,189$203,332IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about LYONS SMITH FAM FOUNDATION

What is the EIN of LYONS SMITH FAM FOUNDATION?
The employer identification number (EIN) of LYONS SMITH FAM FOUNDATION is 61-6337565.
Is LYONS SMITH FAM FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to LYONS SMITH FAM FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LYONS SMITH FAM FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of LYONS SMITH FAM FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LYONS SMITH FAM FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of LYONS SMITH FAM FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does LYONS SMITH FAM FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $836,434, expenses of $260,589 and total assets of $890,017 at year end.

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