BETA

THEODORE AND DORIS LEE FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
THEODORE AND DORIS LEE FAMILY FOUNDATION (EIN 27-2531820)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-15
IRS object ID
202541359349103584
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-15T13:56:22-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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)
PersonJAMES A BARRETT JRPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7022780294PhoneNum
Signature2025-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS BUTTERFIELDPreparerPersonNm
PTINP01276422PTIN
Phone7024152112PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,195,378FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$329,050ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$29,080DividendsRevAndExpnssAmt
Dividends Net Invst Incm$29,080DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$17,079NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$40,985GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$17,079CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$375,213TotalRevAndExpnssAmt
Total Net Invst Incm$46,163TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$150LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$150LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,051AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,051AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,526OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,526OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$650TaxesRevAndExpnssAmt
Taxes Net Invst Incm$385TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$51TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$970OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$970OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,347TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,911TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,222TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$367,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$367,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$375,847TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,911TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$370,722TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$634ExcessRevenueOverExpensesAmt
Net Investment Income$41,252NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$47,724CashBOYAmt
Cash EOY$70,810CashEOYAmt
Cash EOYFMV$70,810CashEOYFMVAmt
Corporate Stock BOY$666,059CorporateStockBOYAmt
Corporate Stock EOY$722,301CorporateStockEOYAmt
Corporate Stock EOYFMV$722,301CorporateStockEOYFMVAmt
Corporate Bonds BOY$398,315CorporateBondsBOYAmt
Corporate Bonds EOY$389,117CorporateBondsEOYAmt
Corporate Bonds EOYFMV$389,117CorporateBondsEOYFMVAmt
Other Assets BOY$13,150OtherAssetsBOYAmt
Other Assets EOY$13,150OtherAssetsEOYAmt
Other Assets EOYFMV$13,150OtherAssetsEOYFMVAmt
Total Assets BOY$1,125,248TotalAssetsBOYAmt
Total Assets EOY$1,195,378TotalAssetsEOYAmt
Total Assets EOYFMV$1,195,378TotalAssetsEOYFMVAmt
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$1,125,248RetainedEarningBOYAmt
Retained Earning EOY$1,195,378RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,125,248TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,195,378TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,125,248TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,195,378TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,125,248TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$634ExcessRevenueOverExpensesAmt
Other Increases$70,950OtherIncreasesAmt
Subtotal$1,195,564SubtotalAmt
Other Decreases$186OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,195,378TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$20,000$23,906-$3,906-$3,906
CAPITAL GAINS DIVIDENDS$20,985$20,985$20,985P
FieldValueIRS element (for citing)
Capital Gain Net Income$17,079CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$573InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$573SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$573TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$19EsPenaltyAmt
Tax Due$592TaxDueAmt

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 Line1JAMES A BARRETT JRBusinessNameLine1Txt
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GREGORY T H LEE
3271 S HIGHLAND DR 704LAS VEGASNV89109PRESIDENT0.50$0$0$0
JAMES A BARRETT JR
3271 S HIGHLAND DR 704LAS VEGASNV89109TREASURER0.50$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

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$1,105,110AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$168,136AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,273,246TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,273,246AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$19,099CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,254,147NetVlNoncharitableAssetsAmt
Minimum Investment Return$62,707MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$62,707MinimumInvestmentReturnAmt
Tax Based On Investment Income$573TaxBasedOnInvestmentIncomeAmt
Total Tax$573TotalTaxAmt
Distributable Before Adj$62,134DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$62,134DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$62,134DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$370,722ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$370,722QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$62,134DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$384,217ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$4,332,425ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$774,971ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$228,085ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$771,778ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,491,476TotalExcessDistributionCyovAmt
Qualifying Distributions$370,722QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$62,134AppliedToCurrentYearAmt
Remaining Distri From Corpus$308,588RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$6,800,064TotalCorpusAmt
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$384,217ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$6,415,847ExcessDistriCyovToNextYrAmt
Excess From Year4$4,332,425ExcessFromYear4Amt
Excess From Year3$774,971ExcessFromYear3Amt
Excess From Year2$228,085ExcessFromYear2Amt
Excess From Year1$771,778ExcessFromYear1Amt
Excess From Current Year$308,588ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ASIAN ART MUSEUM
200 LARKIN STSAN FRANCISCOCA94102PCGENERAL SUPPORT$50,000
LAS VEGAS METROPOLITAN POLICE DEPARTMENT FOUNDATION
110 N CITY PARKWAY SUITE 420LAS VEGASNV89106PCGENERAL SUPPORT$12,500
UNITED WAY OF SOUTHERN NEVADA
5830 W FLAMINGO RDLAS VEGASNV89103PCGENERAL SUPPORT$25,000
PRESIDENT & FELLOWS OF HARVARD COLLEGE - RSO
2 MORRISSEY BLVDDORCHESTERMA02125PCGENERAL SUPPORT$200,000
STREET SQUASH
40 WEST 116TH STREETNEW YORKNY10026PCPOLSKY FAMILY SCHOLARSHIP FUND$35,000
SQUASHBUSTERS INC
795 COLUMBUS AVENUEROXBURY CROSSINGMA02120PCGENERAL SUPPORT$15,000
ST PAUL'S SCHOOL
325 PLEASANT STREETCONCORDNH03301PCGENERAL SUPPORT$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$367,500TotalGrantOrContriPdDurYrAmt
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$4ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$29,080ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$17,079ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$46,163ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$46,163TotalIncomeProducingActyAmt

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$329,050TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING EXPENSECategoryTxt
Amt$4,051Amt
Net Investment Income$2,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,051DisbursementsCharitablePrpsAmt

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$389,117EOYBookValueAmt
EOYFMV$389,117EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockBANK OF AMERICA - SECURITIESStockNm
EOY Book Value$722,301EOYBookValueAmt
EOYFMV$722,301EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL AND PROFESSIONAL FEESCategoryTxt
Legal Fees$150LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$150DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOTHER ASSETSDesc
BOY Book Value$13,150BOYBookValueAmt
EOY Book Value$13,150EOYBookValueAmt
EOYFMV$13,150EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescACCRUED DIVIDENDS AND INTERESTDesc
Amt$186Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescDUES AND SUBSCRIPTIONSDesc
Revenue And Expenses Per Books$970RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$970DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN UNREALIZED GAINS/LOSSESDesc
Amt$70,950Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT & BROKERAGE FEESCategoryTxt
Amt$2,526Amt
Net Investment Income$2,526NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
SECRETARY OF STATE FILING FEES$51$0$51
FOREIGN TAXES$385$385$0
FEDERAL TAX$214$0$0

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