BETA

THEODORE AND DORIS LEE FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THEODORE AND DORIS LEE FAMILY FOUNDATION (EIN 27-2531820)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-11
IRS object ID
202311319349103636
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-11T17:29:25-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN430765316PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RUBINBROWN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110801 W CHARLESTON BLVD STE 300AddressLine1Txt
CityLAS VEGASCityNm
State AbbreviationNVStateAbbreviationCd
ZIP89135ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN272531820EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THEODORE AND DORIS LEEBusinessNameLine1Txt
Business Name Line2FAMILY FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlTHEOBusinessNameControlTxt
Phone7022780294PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13271 S HIGHLAND DR 704AddressLine1Txt
CityLAS VEGASCityNm
State AbbreviationNVStateAbbreviationCd
ZIP89109ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGREGORY LEEPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7022780294PhoneNum
Signature2023-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGREGORYPersonFirstNm
Person LastLEEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY COOPERPreparerPersonNm
PTINP00165181PTIN
Phone7024152112PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,449,635FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$396,051ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$441InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$441InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$23,508DividendsRevAndExpnssAmt
Dividends Net Invst Incm$23,508DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$24,021NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$24,021GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$24,021CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$444,021TotalRevAndExpnssAmt
Total Net Invst Incm$47,970TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,705AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,679OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,679OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,220TaxesRevAndExpnssAmt
Taxes Net Invst Incm$710TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$875OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,479TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,389TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$304,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$304,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$312,479TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,389TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$304,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$131,542ExcessRevenueOverExpensesAmt
Net Investment Income$44,581NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$172,761CashBOYAmt
Cash EOY$302,945CashEOYAmt
Cash EOYFMV$302,945CashEOYFMVAmt
Corporate Stock BOY$1,165,196CorporateStockBOYAmt
Corporate Stock EOY$895,881CorporateStockEOYAmt
Corporate Stock EOYFMV$895,881CorporateStockEOYFMVAmt
Corporate Bonds BOY$277,284CorporateBondsBOYAmt
Corporate Bonds EOY$237,659CorporateBondsEOYAmt
Corporate Bonds EOYFMV$237,659CorporateBondsEOYFMVAmt
Other Assets BOY$13,680OtherAssetsBOYAmt
Other Assets EOY$13,150OtherAssetsEOYAmt
Other Assets EOYFMV$13,150OtherAssetsEOYFMVAmt
Total Assets BOY$1,628,921TotalAssetsBOYAmt
Total Assets EOY$1,449,635TotalAssetsEOYAmt
Total Assets EOYFMV$1,449,635TotalAssetsEOYFMVAmt
Accounts Payable BOY$478AccountsPayableBOYAmt
Total Liabilities BOY$478TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,628,443RetainedEarningBOYAmt
Retained Earning EOY$1,449,635RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,628,443TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,449,635TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,628,921TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,449,635TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,628,443TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$131,542ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,759,985SubtotalAmt
Other Decreases$310,350OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,449,635TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$24,021GrossSalesPriceAmt
Gain Or Loss$24,021GainOrLossAmt
Gains Minus Excess Or Losses$24,021GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$24,021CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$620InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$620SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$620TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$749EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$749TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$129OverpaymentAmt
Applied To ES Tax$129AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNVOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1GREGORY LEEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7023699595PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13271 S HIGHLAND DR STE 704AddressLine1Txt
CityLAS VEGASCityNm
State AbbreviationNVStateAbbreviationCd
ZIP89109ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonGREGORY T H LEEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13271 S HIGHLAND DR 704AddressLine1Txt
CityLAS VEGASCityNm
State AbbreviationNVStateAbbreviationCd
ZIP89109ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENT & TREASURERTitleTxt
Average Hrs Per Wk Devoted To Pos0.50AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,222,400AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$331,616AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,554,016TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,554,016AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$23,310CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,530,706NetVlNoncharitableAssetsAmt
Minimum Investment Return$76,535MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$76,535MinimumInvestmentReturnAmt
Tax Based On Investment Income$620TaxBasedOnInvestmentIncomeAmt
Total Tax$620TotalTaxAmt
Distributable Before Adj$75,915DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$75,915DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$75,915DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$304,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$304,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$75,915DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$698,834ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$600,657ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$384,217ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$4,332,425ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$774,971ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,791,104TotalExcessDistributionCyovAmt
Qualifying Distributions$304,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$75,915AppliedToCurrentYearAmt
Remaining Distri From Corpus$228,085RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$7,019,189TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$698,834ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$6,320,355ExcessDistriCyovToNextYrAmt
Excess From Year4$600,657ExcessFromYear4Amt
Excess From Year3$384,217ExcessFromYear3Amt
Excess From Year2$4,332,425ExcessFromYear2Amt
Excess From Year1$774,971ExcessFromYear1Amt
Excess From Current Year$228,085ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ASIAN ART MUSEUM
200 LARKIN STSAN FRANCISCOCA94102PCGENERAL SUPPORT$50,000
CATHEDRAL SCHOOL FOR BOYS
1275 SACRAMENTO STSAN FRANCISCOCA94108PCGENERAL SUPPORT$30,000
DIA ART FOUNDATION
537 WEST 22ND STREETNEW YORKNY10011PCGENERAL SUPPORT$24,000
PRESIDENT & FELLOWS OF HARVARD COLLEGE - RSO
2 MORRISSEY BLVDDORCHESTERMA02125PCGENERAL SUPPORT$200,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$304,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$441ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23,508ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24,021ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$47,970ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$47,970TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1LEE CHARITABLE LEAD TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13271 SOUTH HIGHLAND DRIVE STE 704AddressLine1Txt
CityLAS VEGASCityNm
State AbbreviationNVStateAbbreviationCd
ZIP89109ZIPCd
FieldValueIRS element (for citing)
Total Contributions$396,051TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING EXPENSECategoryTxt
Amt$2,705Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionTAXPAYER ELECTS UNDER REGULATION SECTION 53.4942(A)-3(D)(2) TO TREAT THE DISTRIBUTIONS AS MADE FROM CORPUS.ElectionDesc

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionTAXPAYER ELECTS UNDER REGULATION SECTION 53.4942(A)-3(D)(2) TO TREAT THE DISTRIBUTIONS AS MADE FROM CORPUS.ElectionDesc

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBANK OF AMERICA - BONDSBondNm
EOY Book Value$237,659EOYBookValueAmt
EOYFMV$237,659EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockBANK OF AMERICA - SECURITIESStockNm
EOY Book Value$895,881EOYBookValueAmt
EOYFMV$895,881EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACCRUED INCOME$530$0$0
OTHER ASSETS$13,150$13,150$13,150

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
CHANGE IN UNREALIZED GAINS/LOSSES$309,469
ACCRUED DIVIDENDS AND INTEREST$881

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE EXPENSEDesc
Revenue And Expenses Per Books$875RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT & BROKERAGE FEESCategoryTxt
Amt$2,679Amt
Net Investment Income$2,679NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
SECRETARY OF STATE FILING FEES$110$0$0
FEDERAL TAXES$1,400$0$0
FOREIGN TAXES$710$710$0

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