Lyons-smith Family Foundation

CORONA DEL MAR, CA EIN: 61-6337565

Lyons-smith Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CORONA DEL MAR, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $428K in total assets. In 2024, it awarded 3 grants totaling $70K. Net investment income was $124K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$428K

+110.4% YoY

Annual Giving

$70K

-25.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$23K

-25.5% YoY

Under IRS private-foundation payout rules, Lyons-smith Family Foundation reported a distributable amount of $10K for 2024 — the minimum it must pay out in qualifying distributions.

About Lyons-smith Family Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $1.5M (98%)

Florida $29K (2%)

States

California Florida

Cities

BurlingameIrvineTampaUpland

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$427,748	$203,332	$271,720
Revenue	$429,785	$52,643	$173,622
Expenses	$72,425	$96,189	$132,101
Qualifying Distributions	$70,000	$94,000	$129,000
Net Investment Income	$124,097	$50,454	$16,681
Distributable Amount	$10,301	$11,007	$11,662

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

14 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include First Presbyterian Church of Upland ($48,000), Special Operations Warrior Foundati ($12,000), Oc United Way ($10,000).

Recipient	Purpose	Amount
SPECIAL OPERATIONS WARRIOR FOUNDATI TAMPA, FL	GENERAL SUPPORT	$12,000
FIRST PRESBYTERIAN CHURCH OF UPLAND UPLAND, CA	GENERAL SUPPORT	$48,000
OC UNITED WAY IRVINE, CA	General Support	$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
NANCY A LYONS	President	1	—
LAWRENCE E SMITH	Vice Pres.	1	—
NATHANIEL E LYONS-SMITH	Secretary	1	—
ALEXANDRA K LYONS-SMITH	Treasurer	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Lyons-smith Family Foundation?

Lyons-smith Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CORONA DEL MAR, CA. It holds $428K in total assets as of 2024.

How large is Lyons-smith Family Foundation?

As of 2024, Lyons-smith Family Foundation holds $428K in total assets with $430K in annual revenue. It awarded 3 grants totaling $70K in 2024.

Where does Lyons-smith Family Foundation operate?

Lyons-smith Family Foundation has awarded grants in California, Florida.

What size grants does Lyons-smith Family Foundation award?

In 2024, Lyons-smith Family Foundation awarded 3 grants totaling $70K — an average of about $23K per grant, based on its IRS Form 990 filings.

How much is Lyons-smith Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Lyons-smith Family Foundation reported a distributable amount of $10K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.