LEE FAMILY FOUNDATION TR: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
LEE FAMILY FOUNDATION TR (EIN 04-6919219)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-15
IRS object ID
202321359349102772
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)
Return2023-05-15T13:32:15-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131971216PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOSES & SCHREIBER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 HUNTINGTON QUADRANGLE STE 3N05AddressLine1Txt
CityMELVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP117474468ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046919219EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLEEFBusinessNameControlTxt
Phone9412608826PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11439 SOUTH LAKESHORE DRIVEAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34231ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVEN J LEEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9412608826PhoneNum
Signature2023-05-05SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTEVEN JPersonFirstNm
Person LastLEEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARY E SCHREIBER CPAPreparerPersonNm
PTINP01317843PTIN
Phone5163527700PhoneNum
Preparation2023-05-11PreparationDt
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$1,716,527FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$41,079DividendsRevAndExpnssAmt
Dividends Net Invst Incm$41,079DividendsNetInvstIncmAmt
Dividends Adj Net Incm$41,079DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$57,523NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$151,434GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$57,523CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$832NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$98,602TotalRevAndExpnssAmt
Total Net Invst Incm$98,602TotalNetInvstIncmAmt
Total Adj Net Incm$41,911TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$3,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,500AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$976TaxesRevAndExpnssAmt
Taxes Net Invst Incm$976TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$7,294OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$7,294OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$11,270TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,770TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,500TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$31,525ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$31,525ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$42,795TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,770TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$33,025TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$55,807ExcessRevenueOverExpensesAmt
Net Investment Income$88,832NetInvestmentIncomeAmt
Adjusted Net Income$41,911AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$57,367CashBOYAmt
Cash EOY$67,624CashEOYAmt
Cash EOYFMV$67,624CashEOYFMVAmt
Other Nts And Loans Rcvbl$365,618OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$353,050OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$365,618OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$365,618OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$877,956CorporateStockBOYAmt
Corporate Stock EOY$910,563CorporateStockEOYAmt
Corporate Stock EOYFMV$1,283,285CorporateStockEOYFMVAmt
Total Assets BOY$1,288,373TotalAssetsBOYAmt
Total Assets EOY$1,343,805TotalAssetsEOYAmt
Total Assets EOYFMV$1,716,527TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,288,373RetainedEarningBOYAmt
Retained Earning EOY$1,343,805RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,288,373TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,343,805TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,288,373TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,343,805TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,288,373TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$55,807ExcessRevenueOverExpensesAmt
Subtotal$1,344,180SubtotalAmt
Other Decreases$375OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,343,805TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDt
ABBOTT LABORATORIESP2022-01-14$9,336$2,680$6,656$6,656
PPG INDUSTRIESP2022-05-31$3,901$2,811$1,090$1,090
ACCENTURE PLCP2022-01-14$11,334$1,735$9,599$9,599
JOHNSON& JOHSONP2022-06-14$10,368$3,977$6,391$6,391
CITIZENSP2022-01-14$5,530$4,698$832$8322021-08-03
PPG INDUSTRIESP2022-06-15$4,914$4,518$396$396
CVSP2022-01-14$14,764$11,472$3,292$3,292
RAYTHEONP2022-09-09$5,844$5,122$722$722
HOME DEPOTP2022-01-14$5,821$3,037$2,784$2,784
3MP2022-09-09$2,047$2,585-$538-$538
MICROSOFTP2022-01-14$14,317$1,327$12,990$12,990
3MP2022-09-09$1,686$2,480-$794-$794
PPG INDUSTRIESP2022-01-14$2,525$1,405$1,120$1,120
PPG INDUSTRIESP2022-09-12$8,524$7,252$1,272$1,272
PROCTER & GAMBLEP2022-01-14$4,749$1,529$3,220$3,220
TRUIST FINL CORPP2022-01-14$9,272$4,708$4,564$4,564
WATSCOP2022-01-14$6,103$3,021$3,082$3,082
ACCENTURE PLCP2022-01-31$7,312$1,273$6,039$6,039
AT&TP2022-01-31$5,547$7,399-$1,852-$1,852
RAYTHEONP2022-01-31$5,412$4,299$1,113$1,113
AT&TP2022-03-15$6,100$8,402-$2,302-$2,302
AT&TP2022-03-16$6,028$8,181-$2,153-$2,153
FieldValueIRS element (for citing)
Capital Gain Net Income$57,523CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$832NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,235InvestmentIncomeExciseTaxAmt
Subtotal$1,235SubtotalAmt
Tax Based On Investment Income$1,235TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$13EsPenaltyAmt
Tax Due$1,248TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MOSES AND SCHREIBER LLPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5163527700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1ONE HUNTINGTON QUAD STE 3N05AddressLine1Txt
CityMELVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11747ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STEVEN J LEE
1439 SOUTH LAKESHORE DRIVESARASOTAFL34231PRESIDENT000.00$0$0$0
KAREN A LEE
1439 SOUTH LAKESHORE DRIVESARASOTAFL34231TRUSTEE000.00$0$0$0
JUSTIN S LEE
1207 N LAKESHORE DRIVESARASOTAFL34231TRUSTEE000.00$0$0$0
MEGAN A LEE
8 PERKINS ROADMIDDLETOWNMA01949TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,161,356AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$96,780AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$359,334FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,617,470TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,617,470AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,262CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,593,208NetVlNoncharitableAssetsAmt
Minimum Investment Return$79,660MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$79,660MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,235TaxBasedOnInvestmentIncomeAmt
Total Tax$1,235TotalTaxAmt
Distributable Before Adj$78,425DistributableBeforeAdjAmt
Distributable Before Ded$78,425DistributableBeforeDedAmt
Distributable As Adjusted$78,425DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$33,025ExpensesAndContributionsAmt
Qualifying Distributions$33,025QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$78,425DistributableAsAdjustedAmt
Undistributed Income PY$15,230UndistributedIncomePYAmt
Qualifying Distributions$33,025QualifyingDistributionsAmt
Applied To Year1$15,230AppliedToYear1Amt
Applied To Current Year$17,795AppliedToCurrentYearAmt
Undistributed Income CY$60,630UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSTEVEN J LEERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11439 SOUTH LAKESHORE DRIVEAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34231ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9412608826RecipientPhoneNum
Form And Info And MaterialsA LETTER WITH FULL DESCRIPTIONFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsSUBJECT TO VOTE BY TRUSTEESRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALZHEIMERS ASSOCIATION
PO BOX 96011WASHINGTONDC200906011CHARITABLE$1,000
AMERICAN CANCER SOCIETY
250 WILLIAMS STREET NWATLANTAGA30303CHARITABLE$100
CAPITAL RESEARCH CTR
1513 16TH STREET NWWASHINGTONDC20036CHARITABLE$500
COMPASSION & CHOICES
101 SW MADISON STREETPORTLANDOR97207CHARITABLE$2008009
FLORIDA SHERRIFS ASSOC
2617 MAHAN DRIVETALLAHASSEEFL32308CHARITABLE$100
HILLSIDE COLLEGE
33 E COLLEGE STREETHILLSDALEMI49242CHARITABLE$250
JUDICIAL WATCH
PO BOX 96234WASHINGTONDC20077CHARITABLE$500
LEADERSHIP INSTITUTE CAMPUS REFORM
1101 NORTH HIGHLAND STARLINGTONVA22201CHARITABLE$1,000
LEHIGH UNIVERSITY CREW
27 MEMORIAL DRIVE WESTBETHLEHEMPA18015CHARITABLE$5,000
MARINE CORP HERITAGE FUND
18900 JEFFERSON DAVIS HWYTRIANGLEVA22172CHARITABLE$400
MEMORIAL SLOAN KETTERING
1275 YORK AVENEW YORKNY10065CHARITABLE$300
MUTTS WITH A MISSION
2700 SHIRLEY LANDING DRVIRGINIA BEACHVA23457CHARITABLE$200
NATIONAL LEGAL & POLICY CENTER
107 PARK WASHINGTON CTFALLS CHURCHVA22046CHARITABLE$200
OYSTER BAY ESTATES
1400 FIELD RDSARASOTAFL34231CHARITABLE$325
PAWS FOR PURPLE HEARTS
10201 OLD REDWOOD HWYPENNGROVECA94951CHARITABLE$100
POLICE FAMILY SURVIVOR
6350 HORIZON DRIVETITUSVILLEFL32780CHARITABLE$150
PRAGER UNIVERSITY
15021 VENTURA BLVD 552SHERMAN OAKSCA91403CHARITABLE$1,000
PROJECT K9 HERO
137 HYVIEW ROADSTILLWATAERPA17878CHARITABLE$100
SARASOTA ORCHESTRA
709 N TAMIAMI TRSARASOTAFL34236CHARITABLE$1,500
SELBY GARDENS
900 S PALM AVESARASOTAFL34236CHARITABLE$10,000
ST JUDE
262 DANNY THOMAS PLACEMEMPHISTN38105CHARITABLE$500
TUNNEL TO TOWERS
2361 HYLAN BLVDSTATEN ISLANDNY10306CHARITABLE$500
TURNING POINT USA
4940 EAST BEVERLY ROADPHOENIXAZ85044CHARITABLE$500
UNITED SERVICE ORGANIZATION
PO BOX 108JACKSONVILLEFL32212CHARITABLE$250
VAN WEZEL FOUNDATION
777 N TAMIAMI TRAIL 3RDSARASOTAFL34236CHARITABLE$4,000
VET FOREIGN WARS
PO BOX 1437 ROOM 217ST PETERSBURGFL33731CHARITABLE$300
WOUNDED WARRIOR
4899 BELFORT ROAD STE 300JACKSONVILLEFL32256CHARITABLE$100
WUSF
4202 EAST FOWLER AVENUETAMPAFL33620CHARITABLE$100TVB100
SARASOTA OPERA HOUSE
61 N PINEAPPPLE AVESARASOTAFL34236CHARITABLE$500
HERITAGE FOUNDATION
214 MASSACHUSETTS AVE NEWASHINGTON DCDC200024999CHARITABLE$1,000
COAST GUARD FOUNDATION
394 TAUGWONK RDSTONINGTONCT06378CHARITABLE$100
SHRINERS HOSPITAL FOR CHILDREN
PO BOX 947765ATLANTAGA30394CHARITABLE$250
SOUTHSIDE ELEMENTARY SCHOOL PTO
1901 WEBBER STREETSARASOTAFL34239CHARITABLE$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$31,525TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$41,079ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$57,523RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$41,079ExclusionAmt
Related Or Exempt Function Incm$57,523RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$98,602TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,000Amt
Net Investment Income$1,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,500DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (59 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
3M$15,660$12,352
ABBOT LABS$5,559$15,810
ACCENTURE PLC CLS A$2,776$12,808
ALTRIA GROUP$25,161$21,347
AT&T INC
BCE INC$21,851$21,536
BECTON DICKSON CO
CHEVRON CORP NY$29,312$55,293
CISCO SYS INC COM$24,143$34,301
CITIZENS FINL GROUP$23,812$20,591
COCA COLA$28,918$46,054
COMCAST CORP$26,719$20,457
CVS HEALTH CORP COR$13,084$20,781
DIAGEO ADR EACH REPR 4 ORD$13,451$25,838
DUKE ENERGY CORP$17,987$18,950
EVERSOURCE ENERGY COM$14,928$27,248
EXXON MOBILE CORP$28,895$54,268
GENERAL MILLS$22,667$34,882
GENUINE PARTS$12,128$33,834
HOME DEPOT$19,526$29,691
HUNTINGTON BANCSHARES INC$15,326$13,971
ILLINOIS TOOL WORKS$7,791$12,998
INTEL CORP
INTL BUSINESS MACHINES$11,069$13,244
JOHNSON & JOHNSON$19,227$37,980
JP MORGAN CHASE & CO$19,347$31,648
KINDER MORGAN INC COM USD$25,008$31,550
LEGGETT & PLATT INC$7,012$7,316
LOCKHEED MARTIN CORP$13,889$41,352
MCDONALDS$20,728$28,988
MICROSOFT CORP$3,243$26,380
NESTLE SA CHFO
NIKE INC$9,730$13,105
NOVARTIS$14,917$24,948
OMNICOM GROUP$14,830$29,773
ORACLE CORP$8,801$20,925
PARKER HANNIFIN$9,040$22,407
PHILIP MORRIS INTL$28,921$37,954
PPG
PROCTER AND GAMBLE CO COM$20,094$46,529
RAYTHEON$17,770$25,936
ROCHE HOLDINGS$26,691$25,001
SMITH A O CORP
STARBUCKS$23,759$29,066
TEXAS INSTRUMENTS INC$9,668$29,905
TRUIST FINL CORP$21,832$26,162
UNITED PARCEL SERVICES$13,619$12,864
VERIZON COMMUNICATIONS$38,539$28,683
VF CORP$13,938$6,792
VISA$22,790$22,646
WALMART INC$22,132$24,813
WATSCO INC$5,773$9,727
ZOETIS$6,566$5,129
BLACKROCK$6,675$7,086
BROADCOM INC$28,846$30,193
MEDTRONIC$12,769$11,036
MORGAN STANLEY$9,580$9,012
PFIZER$24,608$24,800
CROWN CASTLE$9,458$7,325

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL TAXDesc
Amt$375Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
ADVISORY FEES$7,294$7,294

Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2

Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp

Organization501c3 Name Organization501c3Name

FieldValueIRS element (for citing)
Business Name Line1LIFE INSURANCEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Balance Due$365,618BalanceDueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAX$941$941
MA ANNUAL FILING FEES$35$35

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