2024-11-11T12:55:59-08:00 2023-12-31 813083340 Sroka & Co CPAs 41 Corporate Park Suite 380 Irvine CA 92606 990PF 2023-01-01 330622707 Lyons Share Foundation LYON 9494745500 36 Harbor Island Newport Beach CA 92660 MARY A LYONS President 2024-11-11 true true Marcelo E Sroka P00027233 9493597999 2023 2024-10-15 13:58:12Z X 16139015 X 500039 1419 1419 1419 290671 290671 290671 32232 5328739 870654 3321 824361 1162744 295411 14709 29966 29816 44675 29816 0 615000 615000 659675 29816 615000 164686 1132928 295411 177812 134842 134842 2719683 3240000 3240000 10913184 12764173 12764173 1276 1276 13811955 16140291 16139015 0 X 13811955 16140291 13811955 16140291 13811955 16140291 13811955 164686 2166122 16142763 2472 16140291 276 CALL - DASEKE INC P 2023-08-21 2023-04-25 10474 10474 10474 M/L A/C 04002 SHORT TERM COVERED P 2022-12-30 2023-01-10 616684 623837 -7153 -7153 M/L A/C 04002 LONG TERM COVERED P 2022-07-01 2023-12-31 3713948 3699688 14260 14260 1145 C.H. ROBINSON WORLDWIDE INC P 2000-08-01 2023-12-29 98773 8402 90371 90371 3278 CISCO SYSTEMS P 2004-03-09 2023-01-10 160094 8074 152020 152020 42 1ST CTZNS BNCSHS INC A P 2002-11-04 2023-12-29 59869 59869 59869 459 MICROSOFT CORP P 2010-09-09 2023-01-10 104733 11056 93677 93677 ISHARES GOLD TRUST P 2020-01-08 2023-12-31 43369 29260 14109 14109 73 AUTOZONE INC P 2014-10-01 2023-12-29 187509 38385 149124 149124 192 BROADCOM INC P 2013-09-11 2023-01-10 107408 7576 99832 99832 599 NIKE INC CL B P 2013-12-03 2023-01-10 75149 23654 51495 51495 3425 OLD REPUB INTL CORP P 2011-06-04 2023-12-29 100433 397 100036 100036 161 SHERMAN WILLIAMS P 2013-08-02 2023-12-29 50296 7756 42540 42540 870654 3321 15748 15748 15748 12900 3100 16000 X 5 247 247 false false false false false false false true true CA true false false false false true N/A Mary Lyons 9494745500 36 Harbor Island Newport Beach CA 92660 false false false false false false false false false false false false false false false false false false false false false false MARY A LYONS 36 HARBOR ISLAND NEWPORT BEACH CA 92660 President 2.00 0 PHILLIP N LYONS 36 HARBOR ISLAND NEWPORT BEACH CA 92660 Secretary 1.00 0 NONE NONE 14305865 149025 0 14454890 0 14454890 216823 14238067 711903 711903 15748 15748 696155 696155 696155 615000 615000 696155 256112 165949 126765 548826 615000 0 615000 81155 81155 467671 0 174957 292714 165949 126765 MARY A LYONS PHILLIP N LYONS X ARTS ORANGE COUNTY 17620 FITCH 255 IRVINE CA 92614 M LYONS - BOARD MEMBER SUPPORT OF ARTS PROGRAMS 20000 CHORUS AMERICA 1200 18TH ST NW STE 1250 WASHINGTON DC 20036 MARY LYONS PAST BOARD SUPPORT OF NATIONAL CONCERTS & PRESENTATIONS 30000 PACIFIC CHORALE 3303 HARBOR BLVD STE E5 COSTA MESA CA 92626 M LYONS - BOARD MEMBER SUPPORT OF NATIONAL PRESENTATIONS/CONCERTS 240000 PACIFIC SYMPHONY 17620 FITCH STE 100 IRVINE CA 92614 DIRECTOR, EXEC COMMITTEE UNDERWRITE CONCERTS AND OPERATING EXPENSES 255000 SEGERSTROM CENTER FOR THE ARTS 600 TOWN CENTER DR COSTA MESA CA 92626 NONE SUPPORT OF PERFORMANCES 1000 SMITHSONIAN INSTITUTION PO BOX 37012 mrc 712 WASHINGTON DC 20013 NONE SUPPORT OF MUSEUM EXHIBITS & PROGRAMS 35000 ORANGE COUNTY COMMUNITY FOUNDATION 4041 MACARTHUR BLVD 510 NEWPORT BEACH CA 92660 NONE SUPPORT LOCAL COMMUNITY CHARITIES 2000 ARTS LEARNING CONSERVATORY 151 KALMUS DR SUITE G3 COSTA MESA CA 92626 NONE SUPPORT EDUCATIONAL AND ARTS PROGRAMS 15000 HOWARD JARVIS TAXPAYERS FOUNDATION 621 S WESTMORELAND AVE STE 200 LOS ANGELES CA 90005 NONE LEGAL AID TO TAXPAYER ADVOCACY ORGANIZATIONS 1000 AIRPORT WORKING GROUP OF ORANGE COU 1048 IRVINE AVE PMB 467 NEWPORT BEACH CA 92660 NONE SUPPORT OF COMMUNITY ADVOCACY RE AIRPORT IMPACT 1000 ONEOC 1901 E 4TH STREET SANTA ANA CA 92705 NONE SUPPORTS NON-PROFIT ADMIN SOLUTIONS 15000 615000 14 1419 14 290671 18 32232 324322 324322 false false false false false false false false false false X X 1 PHILLIP LYONS 36 HARBOR ISLAND DR NEWPORT BEACH CA 92660 500039 X 1 5 STOCKS REGULARLY TRADED ON NYSE 500039 2023-12-26 ORGANIZATION COSTS 1276 1276 dividends reported this return; not booked til 2024 2472 ANNUAL ACCOUNT SERVICE FEE 150 INVESTMENT ACCOUNT ADVISOR FEES 29101 29101 INVESTMENT EXPENSES 715 715 book/tax cap gain difference 31 FEDERAL EXCISE TAXES 14634 STATE TAXES AND FILING FEES 75