LEE FAMILY FOUNDATION TR: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LEE FAMILY FOUNDATION TR (EIN 04-6919219)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-05
- IRS object ID
- 202511259349101831
- Schema version
- 2024v5.1
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-05T12:14:01-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 AND SCHREIBER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HUNTINGTON QUADRANGLE - SUITE | AddressLine1Txt |
| Address Line2 | 3N05 | AddressLine2Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 LEE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9412608826 | PhoneNum |
| Signature | 2025-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLISON GALLAGHER | PreparerPersonNm |
| PTIN | P01298380 | PTIN |
| Phone | 5163527700 | PhoneNum |
| Preparation | 2025-05-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,958,459 | 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 | $3,244 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,244 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3,244 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $36,836 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,836 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $36,836 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $421,203 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,270,535 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $421,203 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $461,283 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $461,283 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $40,080 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,021 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,021 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,943 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,943 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,464 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,714 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,325 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,325 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,789 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,714 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,075 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $419,494 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $451,569 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $40,080 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $229,810 | CashBOYAmt |
| Cash EOY | $63,840 | CashEOYAmt |
| Cash EOYFMV | $63,840 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $378,186 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $378,186 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $378,186 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $378,186 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $800,044 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,376,472 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,516,433 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,408,040 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,818,498 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,958,459 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,408,040 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,818,498 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,408,040 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,818,498 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,408,040 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,818,498 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,408,040 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $419,494 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,827,534 | SubtotalAmt |
| Other Decreases | $9,036 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,818,498 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (72 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|
| MEDTRONIC PLC | 2024-01-19 | $17,000 | $17,181 | -$181 | -$181 | |
| BLACKROCK INC | 2024-01-11 | $7,903 | $6,676 | $1,227 | $1,227 | |
| CVS HEALTH CORP | 2024-01-18 | $14,500 | $11,734 | $2,766 | $2,766 | |
| MICROSOFT CORP | 2024-01-19 | $56,520 | $14,513 | $42,007 | $42,007 | |
| MICROSOFT CORP | 2024-01-19 | $15,480 | $13,579 | $1,901 | $1,901 | 2023-08-18 |
| 3M COMPANY | 2024-01-02 | $331 | $456 | -$125 | -$125 | |
| TRUIST FINANCIAL CORP | 2024-01-19 | $19,500 | $21,545 | -$2,045 | -$2,045 | |
| VERIZON COMMUNICATIONS INC | 2024-01-08 | $25,900 | $37,057 | -$11,157 | -$11,157 | |
| WATSCO INC | 2024-02-07 | $15,797 | $5,773 | $10,024 | $10,024 | |
| ACCENTURE PLC CLASS A | 2024-03-26 | $16,115 | $2,776 | $13,339 | $13,339 | |
| ILLINOIS TOOL WORKS INC | 2024-03-26 | $15,715 | $7,791 | $7,924 | $7,924 | |
| MORGAN STANLEY | 2024-03-26 | $550 | $542 | $8 | $8 | |
| CITIZENS FINANCIAL GROUP | 2024-04-19 | $13,750 | $22,765 | -$9,015 | -$9,015 | |
| MEDTRONIC PLC | 2024-05-08 | $4,070 | $4,295 | -$225 | -$225 | |
| ABBOT LABORATORIES | 2024-05-23 | $4,602 | $1,699 | $2,903 | $2,903 | |
| ALTRIA GROUP INC | 2024-05-23 | $3,061 | $3,610 | -$549 | -$549 | |
| BCE INC | 2024-05-23 | $3,049 | $4,013 | -$964 | -$964 | |
| CVS HEALTH CORP | 2024-05-23 | $1,312 | $1,349 | -$37 | -$37 | |
| CITIZENS FINANCIAL GROUP | 2024-05-07 | $819 | $1,047 | -$228 | -$228 | |
| COCA COLA CO | 2024-05-23 | $1,503 | $959 | $544 | $544 | |
| DUKE ENERGY HOLDING CORP | 2024-05-23 | $8,598 | $8,212 | $386 | $386 | |
| EVERSOURCE ENERGY | 2024-05-23 | $1,458 | $1,148 | $310 | $310 | |
| FIDELITY NATIONAL INFORMATION | 2024-05-23 | $7,095 | $6,561 | $534 | $534 | |
| GENUINE PARTS CO | 2024-05-23 | $13,637 | $5,784 | $7,853 | $7,853 | |
| HUNTINGTON BANCSHARES INC | 2024-05-08 | $13,953 | $15,326 | -$1,373 | -$1,373 | |
| KINDER MORGAN INC | 2024-05-08 | $842 | $595 | $247 | $247 | |
| LEGGETT & PLATT INC | 2024-05-08 | $2,949 | $7,012 | -$4,063 | -$4,063 | |
| MCDONALDS CORP | 2024-05-23 | $2,612 | $1,884 | $728 | $728 | |
| NIKE INC | 2024-05-23 | $1,105 | $1,042 | $63 | $63 | |
| OMNICOM GROUP | 2024-05-23 | $6,143 | $2,641 | $3,502 | $3,502 | |
| ORACLE CORP | 2024-05-23 | $7,001 | $1,925 | $5,076 | $5,076 | |
| PARKER HANNIFIN CORP | 2024-05-23 | $41,049 | $9,040 | $32,009 | $32,009 | |
| PFIZER INC | 2024-05-23 | $2,428 | $4,271 | -$1,843 | -$1,843 | |
| ROCHE HOLDING LTD | 2024-05-23 | $1,176 | $1,550 | -$374 | -$374 | |
| SANDOZ GROUP | 2024-05-08 | $1,905 | $1,905 | $1,905 | ||
| VISA INC | 2024-05-23 | $2,472 | $1,882 | $590 | $590 | |
| ZOETIS INCE | 2024-05-23 | $6,035 | $6,566 | -$531 | -$531 | |
| ALPHABET INC | 2024-06-21 | $50,150 | $42,988 | $7,162 | $7,162 | |
| ALTRIA GROUP INC | 2024-06-13 | $17,000 | $21,551 | -$4,551 | -$4,551 | |
| APPLE INC | 2024-06-21 | $104,307 | $92,660 | $11,647 | $11,647 | |
| BCE INC | 2024-06-20 | $13,072 | $17,837 | -$4,765 | -$4,765 | |
| COCA COLA CO | 2024-06-13 | $43,750 | $27,960 | $15,790 | $15,790 | |
| JP MORGAN CHASE & CO | 2024-06-21 | $6,840 | $2,951 | $3,889 | $3,889 | |
| JP MORGAN CHASE & CO | 2024-06-21 | $31,160 | $12,664 | $18,496 | $18,496 | |
| NOVARTIS AG | 2024-05-31 | $7,704 | $4,068 | $3,636 | $3,636 | |
| ORACLE CORP | 2024-06-21 | $26,000 | $6,876 | $19,124 | $19,124 | |
| PHILIP MORRIS INTERNATIONAL | 2024-06-21 | $28,895 | $2,499 | $26,396 | $26,396 | |
| RTX CORP | 2024-06-21 | $20,382 | $4,563 | $15,819 | $15,819 | |
| TEXAS INSTRUMENTS INC | 2024-06-21 | $18,330 | $3,798 | $14,532 | $14,532 | |
| FIDELITY NATIONAL INFORMATION | 2024-09-09 | $7,750 | $7,132 | $618 | $618 | |
| PHILIP MORRIS INTERNATIONAL | 2024-09-20 | $11,000 | $7,712 | $3,288 | $3,288 | |
| RTX CORP | 2024-09-20 | $10,500 | $6,914 | $3,586 | $3,586 | |
| ROCHE HOLDING LTD | 2024-09-04 | $24,600 | $25,140 | -$540 | -$540 | |
| CISCO SYSTEMS INC | 2024-10-18 | $37,800 | $24,143 | $13,657 | $13,657 | |
| CISCO SYSTEMS INC | 2024-10-18 | $4,200 | $4,420 | -$220 | -$220 | |
| DUKE ENERGY HOLDING CORP | 2024-10-18 | $11,500 | $9,776 | $1,724 | $1,724 | |
| EVERSOURCE ENERGY | 2024-10-18 | $19,500 | $13,780 | $5,720 | $5,720 | |
| GENERAL MILLS | 2024-10-09 | $22,540 | $16,761 | $5,779 | $5,779 | |
| GENERAL MILLS | 2024-10-09 | $5,460 | $5,406 | $54 | $54 | |
| HOME DEPOT INC | 2024-10-18 | $37,130 | $19,526 | $17,604 | $17,604 | |
| HOME DEPOT INC | 2024-10-18 | $2,370 | $1,972 | $398 | $398 | |
| INTERNATIONAL BUSINESS MACHINES | 2024-10-18 | $82,862 | $59,860 | $23,002 | $23,002 | |
| MCDONALDS CORP | 2024-10-18 | $28,000 | $18,844 | $9,156 | $9,156 | |
| NOVARTIS AG | 2024-10-18 | $23,000 | $10,849 | $12,151 | $12,151 | |
| OMNICOM GROUP | 2024-10-18 | $29,250 | $12,189 | $17,061 | $17,061 | |
| STARBUCKS CORP | 2024-10-18 | $24,905 | $23,758 | $1,147 | $1,147 | |
| STARBUCKS CORP | 2024-10-18 | $595 | $557 | $38 | $38 | |
| VISA INC | 2024-10-18 | $29,000 | $20,908 | $8,092 | $8,092 | |
| ABBOT LABORATORIES | 2024-11-15 | $11,000 | $3,861 | $7,139 | $7,139 | |
| JP MORGAN CHASE & CO | 2024-11-15 | $70,048 | $39,696 | $30,352 | $30,352 | |
| LOCKHEED MARTIN | 2024-11-15 | $44,200 | $13,889 | $30,311 | $30,311 | |
| LOCKHEED MARTIN | 2024-11-15 | $7,800 | $7,025 | $775 | $775 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $421,203 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $137,650 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,277 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,277 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,277 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,677 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MOSES AND SCHREIBER LLP | IndividualWithBooksNm |
| 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 | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2023 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2022 | UndistributedIncomePY2Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 | 0.00 | $0 | $0 | $0 |
| KAREN A LEE | ||||||||
| 1439 SOUTH LAKESHORE DRIVE | SARASOTA | FL | 34231 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JUSTIN S LEE | ||||||||
| 1207 N LAKESHORE DRIVE | SARASOTA | FL | 34231 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MEGAN A LEE | ||||||||
| 8 PERKINS ROAD | MIDDLETOWN | MA | 01949 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,364,336 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $115,103 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $378,186 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,857,625 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,857,625 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,864 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,829,761 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $91,488 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $91,488 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,277 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,277 | TotalTaxAmt |
| Distributable Before Adj | $85,211 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $85,211 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $85,211 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,075 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $32,075 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $85,211 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $60,630 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Total For Prior Years | $25,380 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $32,075 | QualifyingDistributionsAmt |
| Applied To Year1 | $32,075 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $25,380 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $25,380 | Taxable1Amt |
| Taxable2 | $28,555 | Taxable2Amt |
| Undistributed Income CY | $85,211 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ALL FAITHS FOOD BANK | |||||
| 2250 MYRTLE ST | SARASOTA | FL | 34234 | CHARITABLE | $500 |
| 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 |
| FLORIDA SHERRIFS ASSOC | |||||
| 2617 MAHAN DRIVE | TALLAHASSEE | FL | 32308 | CHARITABLE | $200 |
| FLORIDA THEATRE | |||||
| 128 E FORSYTH ST STE 300 | JACKSONVILLE | FL | 32202 | CHARITABLE | $250 |
| HILLSDALE COLLEGE | |||||
| 33 E COLLEGE STREET | HILLSDALE | MI | 49242 | CHARITABLE | $250 |
| INTERNATIONAL FELLOWSHIP CHRISTIANS | |||||
| PO BOX 96105 | WASHINGTON DC | DC | 20090 | CHARITABLE | $200 |
| JUDICIAL WATCH | |||||
| PO BOX 96234 | WASHINGTON | DC | 20077 | CHARITABLE | $1,500 |
| 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 | $500 |
| MARINE CORP SCHOLARSHIP FUND | |||||
| 909 N WASHINGTON STREET | ALEXANFRIA | VA | 22314 | CHARITABLE | $250 |
| MEMORIAL SLOAN KETTERING | |||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | CHARITABLE | $200 |
| MUTTS WITH A MISSION | |||||
| 2700 SHIRLEY LANDING DR | VIRGINIA BEACH | VA | 23457 | CHARITABLE | $200 |
| NATIONAL LEGAL & POLICY CENTER | |||||
| 107 PARK WASHINGTON CT | FALLS CHURCH | VA | 22046 | CHARITABLE | $200 |
| NRA-ILA | |||||
| 11250 WAPLES MILL ROAD | FAIRFAX | VA | 22030 | CHARITABLE | $125 |
| OYSTER BAY ESTATES | |||||
| 1400 FIELD RD | SARASOTA | FL | 34231 | CHARITABLE | $2,500 |
| POLICE FAMILY SURVIVORS FUND | |||||
| 6350 HORIZON DRIVE | TITUSVILLE | FL | 32780 | CHARITABLE | $1,000 |
| PRAGER UNIVERSITY | |||||
| 15021 VENTURA BLVD 552 | SHERMAN OAKS | CA | 91403 | CHARITABLE | $1,000 |
| SARASOTA ORCHESTRA | |||||
| 709 N TAMIAMI TR | SARASOTA | FL | 34236 | CHARITABLE | $250 |
| SELBY GARDENS | |||||
| 900 S PALM AVE | SARASOTA | FL | 34236 | CHARITABLE | $5,500 |
| SHERBORN FIRE & RESCUE | |||||
| 22 N MAIN STREET | SHERBORN | MA | 01770 | CHARITABLE | $200 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||
| PO BOX 947765 | ATLANTA | GA | 30394 | CHARITABLE | $250 |
| ST JUDE | |||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | CHARITABLE | $500 |
| THE RINGLING | |||||
| 5401 BAY SHORE ROAD | SARASOTA | FL | 34243 | CHARITABLE | $2,500 |
| TUNNEL TO TOWERS | |||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | CHARITABLE | $1,000 |
| TURNING POINT USA | |||||
| 4940 EAST BEVERLY ROAD | PHOENIX | AZ | 85044 | CHARITABLE | $500 |
| 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 |
| WSMR | |||||
| 4202 E FOWLER AVENUE | TAMPA | FL | 33620 | CHARITABLE | $100 |
| ASOLO REPERTORY THEATER | |||||
| 5555 N TAMIAMI TRL | SARASOTA | FL | 34243 | CHARITABLE | $100 |
| AVIVA-SR LIVING | |||||
| 1951 N HONORE AVE | SARASOTA | FL | 34235 | CHARITABLE | $200 |
| NATIONAL PARK ASSOCIATION | |||||
| 256 W 36TH ST | NEW YORK | NY | 10018 | CHARITABLE | $200 |
| VIETNAM VETERANS MEMORIAL | |||||
| 5 HENRY BACON DR NW | WASHINGTON | DC | 20002 | CHARITABLE | $150 |
| NATIONAL POLICE ASSOCIATION | |||||
| 8710 BASH ST UNIT 501692 | INDIANAPOLIS | IN | 46250 | CHARITABLE | $150 |
| VINTAGE PAWS SANCTUARY | |||||
| 7950 FL-72 | SARASOTA | FL | 34241 | CHARITABLE | $200 |
| HOLOCAUST MUSEUM MEMORIAL | |||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | CHARITABLE | $200 |
| HOLIDAY HOUSE SRQ FOUNDATION | |||||
| 1357 HARBOR DRIVE | SARASOTA | FL | 34239 | CHARITABLE | $1,000 |
| PAWS OF HONOR | |||||
| 263 MCLAWS CIRCLE SUITE 104 | WILLIAMSBURG | VA | 23185 | CHARITABLE | $50 |
| US DEPUTY SHERIFF ASSOCIATION | |||||
| 2233 S WEST ST | WICHITA | KS | 67213 | CHARITABLE | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,325 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARASOTA MIDDLE SCHOOL BAND | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4826 ASHTON RD | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34233 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | CHARITABLE | GrantOrContributionPurposeTxt |
| Amt | $2,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,244 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,836 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $421,203 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $461,283 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $461,283 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $1,750 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC | $137,084 | $151,440 |
| AMAZON | $100,996 | $131,634 |
| BANK OF AMERICA | $27,458 | $30,765 |
| BROADCOM INC | $79,722 | $115,920 |
| CATERPILLAR | $77,392 | $72,552 |
| CHEVRON CORP | $19,348 | $28,968 |
| COMCAST CORP | $27,302 | $22,518 |
| EXXON MOBILE | $29,750 | $53,785 |
| MICRON TECHNOLOGY INC | $26,703 | $25,248 |
| NIVIDIA | $97,316 | $107,432 |
| PROCTOR AND GAMBLE | $21,906 | $50,295 |
| TEXAS INSTRUMENTS INC | $5,341 | $18,751 |
| TRUIST FINANCIAL CORP | $3,541 | $4,338 |
| UNITED HEALTH GROUP | $37,222 | $50,586 |
| UNITED PARCEL SERVICES | $17,254 | $12,610 |
| VERIZON COMMUNICATIONS | $87,855 | $79,980 |
| WALMART INC | $100,430 | $90,350 |
| ILLINOIS TOOL WORKS | $26,609 | $25,356 |
| JOHNSON & JOHNSON | $37,615 | $43,386 |
| JP MORGAN CHASE & CO | $78,781 | $71,913 |
| MCDONALDS | $157,380 | $144,945 |
| NIKE INC | $8,687 | $7,567 |
| PFIZER | $20,337 | $10,612 |
| APPLE INC | $61,357 | $75,126 |
| HONEYWELL INTL INC | $89,086 | $90,356 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX | Desc |
| Amt | $9,036 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVISORY FEES | Desc |
| Revenue And Expenses Per Books | $6,943 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,943 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $986 | $986 | $0 | $0 |
| MA ANNUAL FILING FEES | $35 | $35 | $0 | $0 |
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