LEE FAMILY FOUNDATION TR: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LEE FAMILY FOUNDATION TR (EIN 04-6919219)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-15
- IRS object ID
- 202401369349105000
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Notes Loans Rcvbl Short Sch2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T16:51:48-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131971216 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSES & SCHREIBER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 HUNTINGTON QUADRANGLE STE 3N05 | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117474468 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046919219 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEEF | BusinessNameControlTxt |
| Phone | 9412608826 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1439 SOUTH LAKESHORE DRIVE | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34231 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN J LEE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9412608826 | PhoneNum |
| Signature | 2024-05-02 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEVEN J | PersonFirstNm |
| Person Last | LEE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY E SCHREIBER CPA | PreparerPersonNm |
| PTIN | P01317843 | PTIN |
| Phone | 5163527700 | PhoneNum |
| Preparation | 2024-05-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,758,294 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,637 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,637 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,637 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $42,032 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,032 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $42,032 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $68,546 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $278,384 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $68,546 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $11,504 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $112,215 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $112,215 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $55,173 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,121 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,121 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $7,261 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,261 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $11,382 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,882 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $33,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $45,132 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,882 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $67,083 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $102,333 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $55,173 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $67,624 | CashBOYAmt |
| Cash EOY | $229,810 | CashEOYAmt |
| Cash EOYFMV | $229,810 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $378,186 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $365,618 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $378,186 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $378,186 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $910,563 | CorporateStockBOYAmt |
| Corporate Stock EOY | $800,044 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,150,298 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,343,805 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,408,040 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,758,294 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,343,805 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,408,040 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,343,805 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,408,040 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,343,805 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,408,040 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,343,805 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $67,083 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,410,888 | SubtotalAmt |
| Other Decreases | $2,848 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,408,040 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 3M CO | P | 2023-08-17 | $10,371 | $15,203 | -$4,832 | -$4,832 | |
| RTX CORP CALL | P | 2023-11-17 | $408 | $408 | $408 | 2023-08-04 | |
| BROADCOM | P | 2023-12-15 | $52,277 | $28,846 | $23,431 | $23,431 | |
| PROCTOR & GAMBLE | P | 2023-01-17 | $8,255 | $6,210 | $2,045 | $2,045 | |
| BROADCOM | P | 2023-12-15 | $44,532 | $37,801 | $6,731 | $6,731 | 2023-08-18 |
| GENERAL MILLS | P | 2023-01-18 | $7,761 | $5,906 | $1,855 | $1,855 | |
| CISCO CALL | P | 2023-12-15 | $864 | $864 | $864 | 2023-09-08 | |
| GENUINE PARTS | P | 2023-01-18 | $13,901 | $5,100 | $8,801 | $8,801 | |
| CITIZENS FINANCIAL | P | 2023-10-23 | $735 | $30 | $705 | $705 | 2023-05-31 |
| CHEVRON CORP | P | 2023-01-17 | $24,132 | $14,415 | $9,717 | $9,717 | |
| CROWN CASTLE | P | 2023-12-13 | $5,840 | $9,402 | -$3,562 | -$3,562 | |
| GENUINE PARTS | P | 2023-02-09 | $3,354 | $1,244 | $2,110 | $2,110 | |
| CROWN CASTLE | P | 2023-12-13 | $4,975 | $4,578 | $397 | $397 | 2023-08-24 |
| WALMART | P | 2023-02-09 | $1,533 | $1,537 | -$4 | -$4 | |
| DIAGEO | P | 2023-07-26 | $25,656 | $13,451 | $12,205 | $12,205 | |
| VF CORP | P | 2023-02-13 | $1,791 | $3,565 | -$1,774 | -$1,774 | |
| EVER SOURCE ENERGY CALL | P | 2023-10-23 | $894 | $18 | $876 | $876 | 2023-05-31 |
| VF CORP | P | 2023-02-14 | $2,197 | $4,180 | -$1,983 | -$1,983 | |
| GENERAL MILLS | P | 2023-09-15 | $162 | $162 | $162 | 2023-08-04 | |
| VF CORP | P | 2023-02-15 | $2,518 | $6,193 | -$3,675 | -$3,675 | |
| GENERAL MILLS | P | 2023-08-07 | $819 | $48 | $771 | $771 | 2023-05-31 |
| KINDER MORGAN | P | 2023-12-15 | $29,750 | $22,469 | $7,281 | $7,281 | |
| MORGAN STANLEY | P | 2023-07-26 | $8,808 | $9,037 | -$229 | -$229 | |
| RAYTHEON CALL | P | 2023-08-07 | $600 | $10 | $590 | $590 | 2023-05-31 |
| WALMART | P | 2023-07-26 | $26,251 | $20,595 | $5,656 | $5,656 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $68,546 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $11,504 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,422 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,422 | SubtotalAmt |
| Tax Based On Investment Income | $1,422 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $178 | OverpaymentAmt |
| Applied To ES Tax | $178 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSES AND SCHREIBER LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5163527700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HUNTINGTON QUAD STE 3N05 | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2022 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEVEN J LEE | ||||||||
| 1439 SOUTH LAKESHORE DRIVE | SARASOTA | FL | 34231 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| KAREN A LEE | ||||||||
| 1439 SOUTH LAKESHORE DRIVE | SARASOTA | FL | 34231 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| JUSTIN S LEE | ||||||||
| 1207 N LAKESHORE DRIVE | SARASOTA | FL | 34231 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| MEGAN A LEE | ||||||||
| 8 PERKINS ROAD | MIDDLETOWN | MA | 01949 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,241,366 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $111,244 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $371,902 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,724,512 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,724,512 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,868 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,698,644 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $84,932 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $84,932 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,422 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,422 | TotalTaxAmt |
| Distributable Before Adj | $83,510 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $83,510 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $83,510 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,250 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $35,250 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $83,510 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $60,630 | UndistributedIncomePYAmt |
| Qualifying Distributions | $35,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $35,250 | AppliedToYear1Amt |
| Taxable2 | $25,380 | Taxable2Amt |
| Undistributed Income CY | $83,510 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEVEN J LEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1439 SOUTH LAKESHORE DRIVE | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34231 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9412608826 | RecipientPhoneNum |
| Form And Info And Materials | A LETTER WITH FULL DESCRIPTION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SUBJECT TO VOTE BY TRUSTEES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | ||||||
| PO BOX 96011 | WASHINGTON | DC | 200906011 | CHARITABLE | $1,000 | |
| AMERICAN CANCER SOCIETY | ||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | CHARITABLE | $100 | |
| CAPITAL RESEARCH CTR | ||||||
| 1513 16TH STREET NW | WASHINGTON | DC | 20036 | CHARITABLE | $500 | |
| COAST GUARD FOUNDATION | ||||||
| 394 TAUGWONK RD | STONINGTON | CT | 06378 | CHARITABLE | $100 | |
| COMPASSION & CHOICES | ||||||
| 101 SW MADISON STREET | PORTLAND | OR | 97207 | CHARITABLE | $200 | 8009 |
| FLORIDA SHERRIFS ASSOC | ||||||
| 2617 MAHAN DRIVE | TALLAHASSEE | FL | 32308 | CHARITABLE | $100 | |
| HERITAGE FOUNDATION | ||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON DC | DC | 200024999 | CHARITABLE | $1,000 | |
| HILLSDALE COLLEGE | ||||||
| 33 E COLLEGE STREET | HILLSDALE | MI | 49242 | CHARITABLE | $250 | |
| JUDICIAL WATCH | ||||||
| PO BOX 96234 | WASHINGTON | DC | 20077 | CHARITABLE | $500 | |
| LEADERSHIP INSTITUTE CAMPUS REFORM | ||||||
| 1101 NORTH HIGHLAND ST | ARLINGTON | VA | 22201 | CHARITABLE | $2,000 | |
| MARINE CORP HERITAGE FUND | ||||||
| 18900 JEFFERSON DAVIS HWY | TRIANGLE | VA | 22172 | CHARITABLE | $200 | |
| MUTTS WITH A MISSION | ||||||
| 2700 SHIRLEY LANDING DR | VIRGINIA BEACH | VA | 23457 | CHARITABLE | $200 | |
| PRAGER UNIVERSITY | ||||||
| 15021 VENTURA BLVD 552 | SHERMAN OAKS | CA | 91403 | CHARITABLE | $1,000 | |
| SARASOTA ORCHESTRA | ||||||
| 709 N TAMIAMI TR | SARASOTA | FL | 34236 | CHARITABLE | $1,000 | |
| SELBY GARDENS | ||||||
| 900 S PALM AVE | SARASOTA | FL | 34236 | CHARITABLE | $10,000 | |
| SHRINERS HOSPITAL FOR CHILDREN | ||||||
| PO BOX 947765 | ATLANTA | GA | 30394 | CHARITABLE | $250 | |
| ST JUDE | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | CHARITABLE | $500 | |
| TUNNEL TO TOWERS | ||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | CHARITABLE | $1,000 | |
| TURNING POINT USA | ||||||
| 4940 EAST BEVERLY ROAD | PHOENIX | AZ | 85044 | CHARITABLE | $1,000 | |
| VAN WEZEL FOUNDATION | ||||||
| 777 N TAMIAMI TRAIL 3RD | SARASOTA | FL | 34236 | CHARITABLE | $4,000 | |
| VET FOREIGN WARS | ||||||
| PO BOX 1437 ROOM 217 | ST PETERSBURG | FL | 33731 | CHARITABLE | $300 | |
| WOUNDED WARRIOR | ||||||
| 4899 BELFORT ROAD STE 300 | JACKSONVILLE | FL | 32256 | CHARITABLE | $100 | |
| FLORIDA THEATRE | ||||||
| 128 E FORSYTH ST STE 300 | JACKSONVILLE | FL | 32202 | CHARITABLE | $250 | |
| NRA-ILA | ||||||
| 11250 WAPLES MILL ROAD | FAIRFAX | VA | 22030 | CHARITABLE | $100 | |
| SEMPER K-9 | ||||||
| PO BOX 451 | QUANTICO | VA | 22134 | CHARITABLE | $500 | |
| COMPANIONS FOR HEROS | ||||||
| 501 GLOUCESTER ST STE 102 | BRUNSWICK | GA | 31520 | CHARITABLE | $200 | |
| MARINE CORP SCHOLARSHIP FUND | ||||||
| 909 N WASHINGTON STREET | ALEXANFRIA | VA | 22314 | CHARITABLE | $200 | |
| ALL FAITHS FOOD BANK | ||||||
| 2250 MYRTLE ST | SARASOTA | FL | 34234 | CHARITABLE | $500 | |
| SHERBORN FIRE & RESCUE | ||||||
| 22 N MAIN STREET | SHERBORN | MA | 01770 | CHARITABLE | $1,350 | |
| POLICE FAMILY SURVIVORS FUND | ||||||
| 6350 HORIZON DRIVE | TITUSVILLE | FL | 32780 | CHARITABLE | $500 | |
| WSMR | ||||||
| 4202 E FOWLER AVENUE | TAMPA | FL | 33620 | CHARITABLE | $100 | |
| THE RINGLING | ||||||
| 5401 BAY SHORE ROAD | SARASOTA | FL | 34243 | CHARITABLE | $2,500 | |
| AMERICAN JEWISH COMMITTEE | ||||||
| 375 N BROADWAY | JERICHO | NY | 11753 | CHARITABLE | $250 | |
| INTERNATIONAL FELLOWSHIP CHRISTIANS | ||||||
| PO BOX 96105 | WASHINGTON DC | DC | 20090 | CHARITABLE | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $33,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,637 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,032 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $68,546 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $112,215 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $112,215 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (57 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M | $456 | $328 |
| ABBOT LABS | $5,559 | $15,850 |
| ACCENTURE PLC CLS A | $2,776 | $16,843 |
| ALTRIA GROUP | $24,953 | $18,831 |
| BCE INC | $21,851 | $19,296 |
| BLACKROCK | $6,676 | $8,118 |
| BROADCOM INC | ||
| CHEVRON CORP NY | $18,496 | $29,830 |
| CISCO SYS INC COM | $28,563 | $40,416 |
| CITIZENS FINL GROUP | $23,247 | $14,082 |
| COCA COLA | $28,050 | $42,455 |
| COMCAST CORP | $26,334 | $25,647 |
| CROWN CASTLE | ||
| CVS HEALTH CORP COR | $12,782 | $16,248 |
| DIAGEO ADR EACH REPR 4 ORD | ||
| DUKE ENERGY CORP | $17,987 | $17,855 |
| EVERSOURCE ENERGY COM | $14,298 | $18,778 |
| EXXON MOBILE CORP | $28,245 | $49,985 |
| FIDELITY NATL INFORMATION | $13,693 | $11,533 |
| GENERAL MILLS | $16,494 | $20,945 |
| GENUINE PARTS | $5,784 | $12,881 |
| HOME DEPOT | $19,526 | $32,576 |
| HUNTINGTON BANCSHARES INC | $15,326 | $12,606 |
| ILLINOIS TOOL WORKS | $7,791 | $15,454 |
| INTL BUSINESS MACHINES | $11,069 | $15,374 |
| JOHNSON & JOHNSON | $19,227 | $33,699 |
| JP MORGAN CHASE & CO | $18,789 | $40,132 |
| KINDER MORGAN INC COM USD | $595 | $794 |
| LEGGETT & PLATT INC | $7,012 | $5,941 |
| LOCKHEED MARTIN CORP | $13,889 | $38,525 |
| MCDONALDS | $20,728 | $32,616 |
| MEDTRONIC | $21,106 | $20,515 |
| MICROSOFT CORP | $25,713 | $71,428 |
| MORGAN STANLEY | $542 | $560 |
| NIKE INC | $9,458 | $12,014 |
| NOVARTIS | $14,917 | $27,767 |
| OMNICOM GROUP | $14,830 | $31,576 |
| ORACLE CORP | $8,271 | $26,980 |
| PARKER HANNIFIN | $9,040 | $35,474 |
| PFIZER | $24,608 | $13,934 |
| PHILIP MORRIS INTL | $28,552 | $35,253 |
| PROCTER AND GAMBLE CO COM | $13,884 | $36,928 |
| RAYTHEON | ||
| ROCHE HOLDINGS | $26,691 | $23,079 |
| RTX CORP | $17,770 | $21,624 |
| SANDOZ GROUP | $1,761 | |
| STARBUCKS | $23,357 | $28,119 |
| TEXAS INSTRUMENTS INC | $9,668 | $30,853 |
| TRUIST FINL CORP | $21,100 | $19,621 |
| UNITED HEALTH GROUP | $13,327 | $14,741 |
| UNITED PARCEL SERVICES | $13,619 | $11,635 |
| VERIZON COMMUNICATIONS | $38,266 | $26,802 |
| VF CORP | ||
| VISA | $22,790 | $28,378 |
| WALMART INC | ||
| WATSCO INC | $5,773 | $16,710 |
| ZOETIS | $6,566 | $6,908 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX | Desc |
| Amt | $2,848 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| ADVISORY FEES | $7,261 | $7,261 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIFE INSURANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $378,186 | BalanceDueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $1,086 | $1,086 |
| MA ANNUAL FILING FEES | $35 | $35 |
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