BETA

LEE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
LEE FOUNDATION (EIN 59-6148803)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-04-26
IRS object ID
202331169349101438
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)
Return2023-04-26T12:46:30-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Ann B Ishenko EABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16509 Hazeltine National Dr S6AddressLine1Txt
CityOrlandoCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32822ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN596148803EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Lee FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLEEFBusinessNameControlTxt
Phone4078572835PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16509 Hazeltine National Dr Ste 6AddressLine1Txt
CityOrlandoCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32822ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRichard LeePersonNm
Person TitleTrusteePersonTitleTxt
Phone4078572835PhoneNum
Signature2023-04-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRichardPersonFirstNm
Person LastLeePersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAnn B Ishenko EAPreparerPersonNm
PTINP01411226PTIN
Phone4078572835PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
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$2,929,838FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$323InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$323InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$323InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$45,369DividendsRevAndExpnssAmt
Dividends Net Invst Incm$45,369DividendsNetInvstIncmAmt
Dividends Adj Net Incm$45,369DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$10,560NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$110,361GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$37,132TotalRevAndExpnssAmt
Total Net Invst Incm$45,692TotalNetInvstIncmAmt
Total Adj Net Incm$45,692TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$5,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,000TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$5,000TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$303OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$303OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$303OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,303TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,303TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,303TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$93,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$93,300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$98,603TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,303TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$98,603TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$61,471ExcessRevenueOverExpensesAmt
Net Investment Income$40,389NetInvestmentIncomeAmt
Adjusted Net Income$45,692AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$498,726CashBOYAmt
Cash EOY$402,440CashEOYAmt
Cash EOYFMV$402,440CashEOYFMVAmt
Other Nts And Loans Rcvbl-$151OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY-$151OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY-$151OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV-$151OtherNtsAndLoansRcvblEOYFMVAmt
Other Investments BOY$2,015,230OtherInvestmentsBOYAmt
Other Investments EOY$2,050,045OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,527,549OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,513,805TotalAssetsBOYAmt
Total Assets EOY$2,452,334TotalAssetsEOYAmt
Total Assets EOYFMV$2,929,838TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
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$2,513,805RetainedEarningBOYAmt
Retained Earning EOY$2,452,334RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,513,805TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,452,334TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,513,805TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,452,334TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,513,805TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$61,471ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,452,334SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,452,334TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UBS FinancialP2021-10-252022-09-25$1,143$1,281-$138-$138
UBS FinancialP2021-07-212022-10-24$107,794$119,640-$11,846-$11,846
Capital Gains DividendsP$1,424$1,424$1,424
FieldValueIRS element (for citing)
Capital Gain Net Income-$10,560CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$138NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$561InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$561SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$561TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,408EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$6,408TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$5,847OverpaymentAmt
Applied To ES Tax$5,847AppliedToESTaxAmt
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
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (1)PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website Addresswww.leevistacenter.comWebsiteAddressTxt
Individual With BooksAnn IshenkoIndividualWithBooksNm
Phone4078572835PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16509 Hazeltine National Drive Ste 6AddressLine1Txt
CityOrlandoCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32822ZIPCd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Richard T Lee
PO Box 2113OrlandoFL32802Co-Trustee0.00$0$0$0
Kathleen S Lee
PO Box 2113OrlandoFL32802Co-Trustee0.00$0$0$0
Thomas G Lee II
PO Box 2113OrlandoFL32802Co-Trustee0.00$0$0$0
Lorrayne L Barrow
PO Box 2113OrlandoFL32802Co-Trustee0.00$0$0$0
Michelle L Johnson
PO Box 2113OrlandoFL32802Co-Trustee0.00$0$0$0
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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NoneDescription1Txt
Expenses1$0Expenses1Amt

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$2,445,302AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$429,513AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,874,815TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,874,815AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$43,122CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,831,693NetVlNoncharitableAssetsAmt
Minimum Investment Return$141,585MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$98,603ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$98,603QualifyingDistributionsAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$45,692CurrentYearAmt
Year1$47,393Year1Amt
Year2$36,352Year2Amt
Year3$49,797Year3Amt
Total$179,234TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$38,838CurrentYearAmt
Year1$40,284Year1Amt
Year2$30,899Year2Amt
Year3$42,327Year3Amt
Total$152,349TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$98,603CurrentYearAmt
Year1$92,250Year1Amt
Year2$56,420Year2Amt
Year3$78,190Year3Amt
Total$325,463TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$98,603CurrentYearAmt
Year1$92,250Year1Amt
Year2$56,420Year2Amt
Year3$78,190Year3Amt
Total$325,463TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$94,390CurrentYearAmt
Year1$89,693Year1Amt
Year2$65,827Year2Amt
Year3$57,114Year3Amt
Total$307,024TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonRichard T LeeRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line16509 Hazeltine National Dr Ste6AddressLine1Txt
CityOrlandoCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32822ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4078572835RecipientPhoneNum
Recipient Email AddressANN@LEEVISTACENTER.COMRecipientEmailAddressTxt
Form And Info And MaterialsLetter stating purpose of request and if applicant approved by 501(c)(3)FormAndInfoAndMaterialsTxt
Submission DeadlinesJanuary 31 each yearSubmissionDeadlinesTxt
Restrictions On AwardsMajor effort in Central Florida areaRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
A Gift of Teaching
6501 Magic WayOrlandoFL32809N/A501(c)(3) EntityFund Charitable Activities$1,000
Achievement Academy
716 E Bella Vista StLakelandFL33805N/A501(c)(3) EntityFund Charitable Activities$1,000
Alzheimer Resource Center
1506 Lake Highland DriveOrlandoFL32803N/A501(c)(3) EntityFund Charitable Activities$2,500
American Friends of DVI
P O Box 127New YorkNY10185N/A501(c)(3) EntityFund Charitable Activities$500
Arnold Palmer Hospital Fdt
3160 Southgate Commerce BlvdOrlandoFL32806N/A501(c)(3) EntityFund Charitable Activities$100
Bach Festival Society
1000 Holt AveWinter ParkFL32789N/A501(c)(3) EntityFund Charitable Activities$1,500
Boone HS Athletic Assoc
1000 E Kaley StOrlandoFL32806N/A501(c)(3) EntityFund Charitable Activities$600
Boy Scouts of America
1951 South Orange Blossum TrailApopkaFL32703N/A501(c)(3) EntityFund Charitable Activities$1,000
Boys & Girls Club Central Florida
Po Box 2987OrlandoFL32802N/A501(c)(3) EntityFund Charitable Activities$3,000
Canine Companions
Po Box 680388OrlandoFL32868N/A501(c)(3) EntityFund Charitable Activities$1,000
Center for Indep Living
720 Denning DrWinter ParkFL32789N/A501(c)(3) EntityFund Charitable Activities$2,500
Christian Help
450 Seminole BlvdCasselberryFL32707N/A501(c)(3) EntityFund Charitable Activities$2,000
Christian Service Center
808 West Center BlvdOrlandoFL32805N/A501(c)(3) EntityFund Charitable Activities$1,000
Chandlers Legacy
3229 Countryside DrSt CloudFL34772N/A501(c)(3) EntityFund Charitable Activities$1,400
Congregation of Netivo
1702 N Woodland BlvdDelandFL32720N/A501(c)(3) EntityFund Charitable Activities$300
Edgewood Children Ranch
1451 Edgewood Ranch RdOrlandoFL32835N/A501(c)(3) EntityFund Charitable Activities$1,500
Elevate Orlando
Po Box 940633MaitlandFL32794N/A501(c)(3) EntityFund Charitable Activities$2,000
Edgewater Pop Warner
1226 Mount VernonOrlandoFL32803N/A501(c)(3) EntityFund Charitable Activities$300
Epilepsy Foundation
Po Box 96545WashingtonDC20077N/A501(c)(3) EntityFund Charitable Activities$500
Embrace
918 Spring ParkCelebrationFL32747N/A501(c)(3) EntityFund Charitable Activities$1,000
First Baptist Church Food Bank
1001 Hoffner AveOrlandoFL32809N/A501(c)(3) EntityFund Charitable Activities$600
Florida Symphony Youth Orchestra
Po Box 2328Winter ParkFL32793N/A501(c)(3) EntityFund Charitable Activities$500
Food for the Poor
6401 Lyons RoadCoconut CreekFL33097N/A501(c)(3) EntityFund Charitable Activities$2,000
Golden Retriever Rescue
Po Box 1449GoldenrodFL32733N/A501(c)(3) EntityFund Charitable Activities$1,000
Grace Medical Home
51 Pennsylvania StOrlandoFL32806N/A501(c)(3) EntityFund Charitable Activities$1,000
Habitat for Humanity
4116 Silver Star RdOrlandoFL32806N/A501(c)(3) EntityFund Charitable Activities$1,000
Heart of the City Fdt
106 E Church StOrlandoFL32801N/A501(c)(3) EntityFund Charitable Activities$200
Jobs Partnership
2250 Lee RoadWinter ParkFL32789N/A501(c)(3) EntityFund Charitable Activities$2,000
Immune Dificiency Fdt
110 West RdTowsonMD21204N/A501(c)(3) EntityFund Charitable Activities$500
Impower
3157 N Alafaya TrailOrlandoFL32826N/A501(c)(3) EntityFund Charitable Activities$2,000
Indiginty
424 E Central BlvdOrlandoFL32801N/A501(c)(3) EntityFund Charitable Activities$3,200
Junior Achievement
2121 Camden RoadOrlandoFL32803N/A501(c)(3) EntityFund Charitable Activities$2,000
Love Our Youth
13857 Phoenix DrOrlandoFL32828N/A501(c)(3) EntityFund Charitable Activities$1,000
Lighthouse Central Florida
215 East New Hampshire StreetorlandoFL32804N/A501(c)(3) EntityFund Charitable Activities$2,500
Make A Wish
1020 N orlandoMaitlandFL32751N/A501(c)(3) EntityFund Charitable Activities$500
Mercy Medical Angels
4020 Haygood RoadVirginia BeachFL23455N/A501(c)(3) EntityFund Charitable Activities$1,000
Michelle Puppets
4420 Parkway Commerce BlvdOrlandoFL32808N/A501(c)(3) EntityFund Charitable Activities$5,000
Music Mission Kiev
286 Wilshire BlvdCasselberryFL32767N/A501(c)(3) EntityFund Charitable Activities$1,000
Nami Greater Orlando
5051 North LaneOrlandoFL32808N/A501(c)(3) EntityFund Charitable Activities$2,000
Non Pareil Instistute
2500 Maitland Center PkwyMaitlandFL32751N/A501(c)(3) EntityFund Charitable Activities$1,000
Nathaniels Hope
5210 S Orange AveOrlandoFL32809N/A501(c)(3) EntityFund Charitable Activities$500
Next Step Orlando
277 Douglas AveAltamonte SprFL32714N/A501(c)(3) EntityFund Charitable Activities$2,000
Orlando Day Nursery
626 Lake Dot CircleOrlandoFL32801N/A501(c)(3) EntityFund Charitable Activities$2,000
Orlando Fringe
812 E Rollins StOrlandoFL32803N/A501(c)(3) EntityFund Charitable Activities$1,000
Orlando Union Rescue Mission
Po Box 2791OrlandoFL32802N/A501(c)(3) EntityFund Charitable Activities$2,000
Pathlight Home
3200 West Colonial DriveOrlandoFL32808N/A501(c)(3) EntityFund Charitable Activities$2,500
Paws for Liberty
8939 Palomino DrLake WorthFL33467N/A501(c)(3) EntityFund Charitable Activities$2,000
Florida 4h Foundation
Po Box 110170GainesvilleFL32611N/A501(c)(3) EntityFund Charitable Activities$1,000
Pet Alliance
2727 Conroy rdOrlandoFL32839N/A501(c)(3) EntityFund Charitable Activities$1,000
Prison Book Project
Po Box 1146SherpesFL32959N/A501(c)(3) EntityFund Charitable Activities$1,000
Quest
500 E Colonial DriveOrlandoFL32803N/A501(c)(3) EntityFund Charitable Activities$2,000
Samaritan Village
Po Box 149599OrlandoFL32814N/A501(c)(3) EntityFund Charitable Activities$2,500
Seniors First
5335 McLedd RoadOrlandoFL32811N/A501(c)(3) EntityFund Charitable Activities$1,000
Shepherds Hope
455 9th StreetWinter GardenFL34787N/A501(c)(3) EntityFund Charitable Activities$3,000
SPCA Florida
5850 Branner Road SLakelandFL33813N/A501(c)(3) EntityFund Charitable Activities$500
Southeastern Food Bank
Po Box 770451Winter GardenFL34777N/A501(c)(3) EntityFund Charitable Activities$2,500
St Jude Children Hospital
601 St Jude PlaceMemphisTN38105N/A501(c)(3) EntityFund Charitable Activities$100
Sunshine State Superkids
363 Sky Valley StreetClermontFL34711N/A501(c)(3) EntityFund Charitable Activities$2,000
The Center
946 N Mills AveOrlandoFL32803N/A501(c)(3) EntityFund Charitable Activities$1,000
The First Tee of Central FL
1826 Palmetto AveWinter ParkFL32789N/A501(c)(3) EntityFund Charitable Activities$500
The Salvation Army
416 W Colonial DrOrlandoFL32804N/A501(c)(3) EntityFund Charitable Activities$2,000
UCP of Central Florida
1221 W Colonial DriveOrlandoFL32804N/A501(c)(3) EntityFund Charitable Activities$2,500
Winter Park Day Nursery
741 S Pennsylvania AveWinter ParkFL32789N/A501(c)(3) EntityFund Charitable Activities$2,000
WMFE
11510 E Colonial DrOrlandoFL32817N/A501(c)(3) EntityFund Charitable Activities$1,000
Zebra Coalition
911 N Mills AveOrlandoFL32803N/A501(c)(3) EntityFund Charitable Activities$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$93,300TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$323RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$45,369RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$10,560RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$35,132RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$35,132TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3Enables the Foundation to accomplish its charitable purpose
4Enables the Foundation to accomplish its charitable purpose
8Enables the Foundation to accomplish its charitable purpose

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonRichard T LeeContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line16509 Hazeltine National DrAddressLine1Txt
CityOrlandoCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32822ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationNot required, per Attorney General's officeExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Brokerage AccountAT COST$1,850,045$2,327,549
Investment Bank StockAT COST$200,000$200,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOffice ExpensesDesc
Revenue And Expenses Per Books$303RevenueAndExpensesPerBooksAmt
Net Investment Income$303NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$303DisbursementsCharitablePrpsAmt

Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2

Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp

Organization501c3 Name Organization501c3Name

FieldValueIRS element (for citing)
Business Name Line1Famlee Investment CompanyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Balance Due$0BalanceDueAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonRichard T LeePersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16509 Hazeltine National DrAddressLine1Txt
CityOrlandoCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32822ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTaxes PaidCategoryTxt
Amt$5,000Amt
Net Investment Income$5,000NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$5,000DisbursementsCharitablePrpsAmt

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