Theodosia G Lyons Simple Tr

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending July
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,138
Expenses
$17,988
Net Income
-$3,850
Net Assets
$290,491
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,176
57.8%
Sales of Assets $5,911
41.8%
Other Income $51
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,807
82.3%
Compensation of Officers* $3,882
21.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $290,491
Total Liabilities $0
Net Assets $290,491
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $3,882 $0
Timothy Hoagland (Co Trustee) $0 $0

Document Links

Fiscal Year Ending July
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,892
Expenses
$18,364
Net Income
-$1,472
Net Assets
$294,355
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,214
48.6%
Sales of Assets $8,678
51.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,619
79.6%
Compensation of Officers* $3,825
20.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $294,355
Total Liabilities $0
Net Assets $294,355
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $3,825 $0
Timothy Hoagland (Co Trustee) $0 $0

Document Links

Fiscal Year Ending July
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$34,585
Expenses
$20,591
Net Income
$13,994
Net Assets
$295,743
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,268
21.0%
Sales of Assets $27,317
79.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,644
80.8%
Compensation of Officers* $3,643
17.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $295,743
Total Liabilities $0
Net Assets $295,743
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $3,643 $0

Document Links

Fiscal Year Ending July
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$27,085
Expenses
$28,060
Net Income
-$975
Net Assets
$281,883
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,290
34.3%
Sales of Assets $17,795
65.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $24,462
87.2%
Compensation of Officers* $3,709
13.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $281,883
Total Liabilities $0
Net Assets $281,883
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $3,709 $0

Document Links

Fiscal Year Ending July
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,031
Expenses
$9,531
Net Income
$5,500
Net Assets
$282,244
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,587
43.8%
Sales of Assets $7,685
51.1%
Other Income $759
5.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,465
57.3%
Compensation of Officers* $4,444
46.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $282,245
Total Liabilities $1
Net Assets $282,244
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $4,444 $0

Document Links

Fiscal Year Ending July
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,688
Expenses
$21,356
Net Income
-$7,668
Net Assets
$276,960
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,876
50.2%
Sales of Assets $6,812
49.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,945
79.3%
Compensation of Officers* $3,558
16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $276,961
Total Liabilities $1
Net Assets $276,960
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $3,558 $0

Document Links

Fiscal Year Ending July
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$51,858
Expenses
$19,695
Net Income
$32,163
Net Assets
$284,629
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,010
15.4%
Sales of Assets $43,848
84.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,956
75.9%
Compensation of Officers* $3,778
19.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $284,629
Total Liabilities $0
Net Assets $284,629
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $3,778 $0

Document Links

Fiscal Year Ending July
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$40,004
Expenses
$17,883
Net Income
$22,121
Net Assets
$252,465
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,512
16.3%
Sales of Assets $33,492
83.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,336
80.2%
Compensation of Officers* $3,861
21.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $252,465
Total Liabilities $0
Net Assets $252,465
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $3,861 $0

Document Links

Fiscal Year Ending July
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,807
Expenses
$18,202
Net Income
-$2,395
Net Assets
$230,344
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,422
34.3%
Sales of Assets $10,385
65.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,666
80.6%
Compensation of Officers* $3,730
20.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $230,344
Total Liabilities $0
Net Assets $230,344
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $3,730 $0

Document Links

Fiscal Year Ending July
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,592
Expenses
$18,984
Net Income
$1,608
Net Assets
$232,743
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,692
22.8%
Sales of Assets $15,900
77.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,633
82.3%
Compensation of Officers* $3,522
18.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $232,743
Total Liabilities $0
Net Assets $232,743
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $3,522 $0

Document Links

Fiscal Year Ending July
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,352
Expenses
$17,889
Net Income
$3,463
Net Assets
$231,138
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,241
29.2%
Sales of Assets $14,814
69.4%
Other Income $297
1.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,470
80.9%
Compensation of Officers* $3,701
20.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $231,138
Total Liabilities $0
Net Assets $231,138
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $3,701 $0

Document Links

Fiscal Year Ending July
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,934
Expenses
$17,504
Net Income
-$5,570
Net Assets
$224,937
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,220
43.7%
Sales of Assets $6,714
56.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,290
75.9%
Compensation of Officers* $3,640
20.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $224,937
Total Liabilities $0
Net Assets $224,937
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $3,640 $0

Document Links

Fiscal Year Ending July
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$26,778
Expenses
$13,580
Net Income
$13,198
Net Assets
$230,506
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $4,554
17.0%
Sales of Assets $22,223
83.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,379
91.2%
Compensation of Officers* $1,101
8.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $230,507
Total Liabilities $1
Net Assets $230,506

Document Links

Fiscal Year Ending July
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,881
Expenses
$13,549
Net Income
-$6,668
Net Assets
$217,308
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $4,603
66.9%
Sales of Assets $2,267
32.9%
Other Income $10
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,537
92.5%
Compensation of Officers* $1,080
8.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $217,309
Total Liabilities $1
Net Assets $217,308

Document Links

Fiscal Year Ending July
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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