2024-05-15T16:51:48-04:00 2023-12-31 131971216 MOSES & SCHREIBER LLP 1 HUNTINGTON QUADRANGLE STE 3N05 MELVILLE NY 117474468 990PF 2023-01-01 046919219 LEE FAMILY FOUNDATION LEEF 9412608826 1439 SOUTH LAKESHORE DRIVE SARASOTA FL 34231 STEVEN J LEE PRESIDENT 9412608826 2024-05-02 STEVEN J LEE XXX-XX-XXXX true GARY E SCHREIBER CPA P01317843 5163527700 2024-05-02 2023 2023-04-26 12:10:37Z X 1758294 X X 1637 1637 1637 42032 42032 42032 68546 278384 68546 11504 112215 112215 55173 3000 1500 1500 1121 1121 7261 7261 11382 9882 1500 33750 33750 45132 9882 35250 67083 102333 55173 67624 229810 229810 378186 365618 378186 378186 910563 800044 1150298 1343805 1408040 1758294 0 X 1343805 1408040 1343805 1408040 1343805 1408040 1343805 67083 1410888 2848 1408040 3M CO P 2023-08-17 10371 15203 -4832 -4832 RTX CORP CALL P 2023-08-04 2023-11-17 408 408 408 BROADCOM P 2023-12-15 52277 28846 23431 23431 PROCTOR & GAMBLE P 2023-01-17 8255 6210 2045 2045 BROADCOM P 2023-08-18 2023-12-15 44532 37801 6731 6731 GENERAL MILLS P 2023-01-18 7761 5906 1855 1855 CISCO CALL P 2023-09-08 2023-12-15 864 864 864 GENUINE PARTS P 2023-01-18 13901 5100 8801 8801 CITIZENS FINANCIAL P 2023-05-31 2023-10-23 735 30 705 705 CHEVRON CORP P 2023-01-17 24132 14415 9717 9717 CROWN CASTLE P 2023-12-13 5840 9402 -3562 -3562 GENUINE PARTS P 2023-02-09 3354 1244 2110 2110 CROWN CASTLE P 2023-08-24 2023-12-13 4975 4578 397 397 WALMART P 2023-02-09 1533 1537 -4 -4 DIAGEO P 2023-07-26 25656 13451 12205 12205 VF CORP P 2023-02-13 1791 3565 -1774 -1774 EVER SOURCE ENERGY CALL P 2023-05-31 2023-10-23 894 18 876 876 VF CORP P 2023-02-14 2197 4180 -1983 -1983 GENERAL MILLS P 2023-08-04 2023-09-15 162 162 162 VF CORP P 2023-02-15 2518 6193 -3675 -3675 GENERAL MILLS P 2023-05-31 2023-08-07 819 48 771 771 KINDER MORGAN P 2023-12-15 29750 22469 7281 7281 MORGAN STANLEY P 2023-07-26 8808 9037 -229 -229 RAYTHEON CALL P 2023-05-31 2023-08-07 600 10 590 590 WALMART P 2023-07-26 26251 20595 5656 5656 68546 11504 1422 1422 1422 1600 1600 178 178 false false false false false false false true true MA true false false false false true N/A MOSES AND SCHREIBER LLP 5163527700 ONE HUNTINGTON QUAD STE 3N05 MELVILLE NY 11747 false false false false false false false true 2022 true false false false false false false false false false false false false 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 NONE NONE N/A 1241366 111244 371902 1724512 1724512 25868 1698644 84932 84932 1422 1422 83510 83510 83510 35250 35250 83510 60630 35250 35250 25380 83510 X STEVEN J LEE 1439 SOUTH LAKESHORE DRIVE SARASOTA FL 34231 9412608826 A LETTER WITH FULL DESCRIPTION NONE SUBJECT TO VOTE BY TRUSTEES ALZHEIMERS ASSOCIATION PO BOX 96011 WASHINGTON DC 200906011 CHARITABLE 1000 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 8009 PORTLAND OR 97207 CHARITABLE 200 FLORIDA SHERRIFS ASSOC 2617 MAHAN DRIVE TALLAHASSEE FL 32308 CHARITABLE 100 HERITAGE FOUNDATION 214 MASSACHUSETTS AVE NE WASHINGTON DC DC 200024999 CHARITABLE 1000 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 2000 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 1000 SARASOTA ORCHESTRA 709 N TAMIAMI TR SARASOTA FL 34236 CHARITABLE 1000 SELBY GARDENS 900 S PALM AVE SARASOTA FL 34236 CHARITABLE 10000 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 1000 TURNING POINT USA 4940 EAST BEVERLY ROAD PHOENIX AZ 85044 CHARITABLE 1000 VAN WEZEL FOUNDATION 777 N TAMIAMI TRAIL 3RD SARASOTA FL 34236 CHARITABLE 4000 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 1350 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 2500 AMERICAN JEWISH COMMITTEE 375 N BROADWAY JERICHO NY 11753 CHARITABLE 250 INTERNATIONAL FELLOWSHIP CHRISTIANS PO BOX 96105 WASHINGTON DC DC 20090 CHARITABLE 2000 33750 14 1637 14 42032 18 68546 112215 112215 false false false false false false false false false false ACCOUNTING FEES 3000 1500 1500 3M 456 328 ABBOT LABS 5559 15850 ACCENTURE PLC CLS A 2776 16843 ALTRIA GROUP 24953 18831 BCE INC 21851 19296 BLACKROCK 6676 8118 BROADCOM INC CHEVRON CORP NY 18496 29830 CISCO SYS INC COM 28563 40416 CITIZENS FINL GROUP 23247 14082 COCA COLA 28050 42455 COMCAST CORP 26334 25647 CROWN CASTLE CVS HEALTH CORP COR 12782 16248 DIAGEO ADR EACH REPR 4 ORD DUKE ENERGY CORP 17987 17855 EVERSOURCE ENERGY COM 14298 18778 EXXON MOBILE CORP 28245 49985 FIDELITY NATL INFORMATION 13693 11533 GENERAL MILLS 16494 20945 GENUINE PARTS 5784 12881 HOME DEPOT 19526 32576 HUNTINGTON BANCSHARES INC 15326 12606 ILLINOIS TOOL WORKS 7791 15454 INTL BUSINESS MACHINES 11069 15374 JOHNSON & JOHNSON 19227 33699 JP MORGAN CHASE & CO 18789 40132 KINDER MORGAN INC COM USD 595 794 LEGGETT & PLATT INC 7012 5941 LOCKHEED MARTIN CORP 13889 38525 MCDONALDS 20728 32616 MEDTRONIC 21106 20515 MICROSOFT CORP 25713 71428 MORGAN STANLEY 542 560 NIKE INC 9458 12014 NOVARTIS 14917 27767 OMNICOM GROUP 14830 31576 ORACLE CORP 8271 26980 PARKER HANNIFIN 9040 35474 PFIZER 24608 13934 PHILIP MORRIS INTL 28552 35253 PROCTER AND GAMBLE CO COM 13884 36928 RAYTHEON ROCHE HOLDINGS 26691 23079 RTX CORP 17770 21624 SANDOZ GROUP 1761 STARBUCKS 23357 28119 TEXAS INSTRUMENTS INC 9668 30853 TRUIST FINL CORP 21100 19621 UNITED HEALTH GROUP 13327 14741 UNITED PARCEL SERVICES 13619 11635 VERIZON COMMUNICATIONS 38266 26802 VF CORP VISA 22790 28378 WALMART INC WATSCO INC 5773 16710 ZOETIS 6566 6908 FEDERAL TAX 2848 EXPENSES ADVISORY FEES 7261 7261 LIFE INSURANCE 378186 FOREIGN TAX 1086 1086 MA ANNUAL FILING FEES 35 35