LEE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LEE FOUNDATION (EIN 59-6148803)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-04
- IRS object ID
- 202241249349101839
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- Other Notes Loans Rcvbl Short Sch2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-04T13:33:09-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ann B Ishenko EA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6509 Hazeltine National Dr S6 | AddressLine1Txt |
| City | Orlando | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32822 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596148803 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Lee Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEEF | BusinessNameControlTxt |
| Phone | 4078572835 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6509 Hazeltine National Dr Ste 6 | AddressLine1Txt |
| City | Orlando | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32822 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard Lee | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 4078572835 | PhoneNum |
| Signature | 2022-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Richard | PersonFirstNm |
| Person Last | Lee | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ann B Ishenko EA | PreparerPersonNm |
| PTIN | P01411226 | PTIN |
| Phone | 4078572835 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,507,935 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $459,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $148 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $148 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $148 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $47,181 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,181 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $47,181 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $71,507 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $163,824 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $71,507 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $64 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $578,336 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $118,836 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $47,393 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,000 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $7,000 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,000 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,000 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $85,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $85,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $92,250 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,000 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $92,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $486,086 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $111,836 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $47,393 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $131,329 | CashBOYAmt |
| Cash EOY | $498,726 | CashEOYAmt |
| Cash EOYFMV | $498,726 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | -$151 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | -$151 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | -$151 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | -$151 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $1,896,541 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,015,230 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,009,360 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,027,719 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,513,805 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,507,935 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,027,719 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,513,805 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,027,719 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,513,805 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,027,719 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,513,805 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,027,719 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $486,086 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,513,805 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,513,805 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS Financial | P | 2021-03-25 | 2021-07-22 | $821 | $757 | $64 | $64 |
| UBS Financial | P | 2020-04-21 | 2021-07-22 | $118,698 | $91,560 | $27,138 | $27,138 |
| Capital Gains Dividends | P | $44,305 | $44,305 | $44,305 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $71,507 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $64 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,555 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,555 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,555 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,963 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,963 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,408 | OverpaymentAmt |
| Applied To ES Tax | $1,408 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.leevistacenter.com | WebsiteAddressTxt |
| Individual With Books | Ann Ishenko | IndividualWithBooksNm |
| Phone | 4078572835 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6509 Hazeltine National Drive Ste 6 | AddressLine1Txt |
| City | Orlando | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32822 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Richard T Lee | ||||||||
| PO Box 2113 | Orlando | FL | 32802 | Co-Trustee | 0.00 | $0 | $0 | $0 |
| Kathleen S Lee | ||||||||
| PO Box 2113 | Orlando | FL | 32802 | Co-Trustee | 0.00 | $0 | $0 | $0 |
| Thomas G Lee II | ||||||||
| PO Box 2113 | Orlando | FL | 32802 | Co-Trustee | 0.00 | $0 | $0 | $0 |
| Lorrayne L Barrow | ||||||||
| PO Box 2113 | Orlando | FL | 32802 | Co-Trustee | 0.00 | $0 | $0 | $0 |
| Michelle L Johnson | ||||||||
| PO Box 2113 | Orlando | FL | 32802 | Co-Trustee | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,624,362 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $107,408 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,731,770 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,731,770 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,977 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,690,793 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $134,540 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $92,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $92,250 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $47,393 | CurrentYearAmt |
| Year1 | $36,352 | Year1Amt |
| Year2 | $49,797 | Year2Amt |
| Year3 | $51,138 | Year3Amt |
| Total | $184,680 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $40,284 | CurrentYearAmt |
| Year1 | $30,899 | Year1Amt |
| Year2 | $42,327 | Year2Amt |
| Year3 | $43,467 | Year3Amt |
| Total | $156,978 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $92,250 | CurrentYearAmt |
| Year1 | $56,420 | Year1Amt |
| Year2 | $78,190 | Year2Amt |
| Year3 | $79,659 | Year3Amt |
| Total | $306,519 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $92,250 | CurrentYearAmt |
| Year1 | $56,420 | Year1Amt |
| Year2 | $78,190 | Year2Amt |
| Year3 | $79,659 | Year3Amt |
| Total | $306,519 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $89,693 | CurrentYearAmt |
| Year1 | $65,827 | Year1Amt |
| Year2 | $57,114 | Year2Amt |
| Year3 | $54,463 | Year3Amt |
| Total | $267,097 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Richard T Lee | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6509 Hazeltine National Dr Ste6 | AddressLine1Txt |
| City | Orlando | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32822 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4078572835 | RecipientPhoneNum |
| Recipient Email Address | ANN@LEEVISTACENTER.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | Letter stating purpose of request and if applicant approved by 501(c)(3) | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | January 31 each year | SubmissionDeadlinesTxt |
| Restrictions On Awards | Major effort in Central Florida area | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 4 Roots | |||||||
| 1916 W Princeton St | Orlando | FL | 32804 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $3,000 |
| A Gift of Teaching | |||||||
| 6501 Magic Way | Orlando | FL | 32809 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $1,000 |
| Achievement Academy | |||||||
| 716 E Bella Vista St | Lakeland | FL | 33805 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $1,000 |
| Alzheimer Resource Center | |||||||
| 1506 Lake Highland Drive | Orlando | FL | 32803 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $2,100 |
| American Friends of DVI | |||||||
| P O Box 127 | New York | NY | 10185 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $500 |
| Arnold Palmer Hospital Fdt | |||||||
| 3160 Southgate Commerce Blvd | Orlando | FL | 32806 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $100 |
| Bach Festival Society | |||||||
| 1000 Holt Ave | Winter Park | FL | 32789 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $1,500 |
| Bahia Shrine Circus Fund | |||||||
| Po Box 180864 | Casselberry | FL | 32718 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $350 |
| Barlow Cumberland Preb Church | |||||||
| 2851 Ga 140 | Rydal | GA | 30174 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $500 |
| Boy Scouts of America | |||||||
| 1951 South Orange Blossum Trail | Apopka | FL | 32703 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $1,000 |
| Boys & Girls Club Central Florida | |||||||
| Po Box 2987 | Orlando | FL | 32802 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $3,000 |
| Canine Companions | |||||||
| Po Box 680388 | Orlando | FL | 32868 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $1,000 |
| Charter Oak Church Food Pantry | |||||||
| 449 Frye Farm Road | Greensburg | PA | 15601 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $100 |
| Christian Help | |||||||
| 450 Seminole Blvd | Casselberry | FL | 32707 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $2,000 |
| Christian Service Center | |||||||
| 808 West Center Blvd | Orlando | FL | 32805 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $1,000 |
| Council of 101 OMA | |||||||
| 2416 North Mills Ave | Orlando | FL | 32803 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $3,000 |
| Creating Opportunity for Disability | |||||||
| 720 N Denning Drive | Winter Park | FL | 32789 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $2,500 |
| Edgewood Children Ranch | |||||||
| 1451 Edgewood Ranch Rd | Orlando | FL | 32835 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $1,200 |
| Elevate Orlando | |||||||
| Po Box 940633 | Maitland | FL | 32794 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $2,000 |
| Enzian Theater | |||||||
| 1300 S Orlando Ave | Maitland | FL | 32751 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $500 |
| Epilepsy Foundation | |||||||
| Po Box 96545 | Washington | DC | 20077 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $600 |
| Fighting for our Heroes | |||||||
| 2763 Scarborough Drive | Kississmee | FL | 34744 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $1,000 |
| Flagler Humane Society | |||||||
| 1 Sheltor Drive | Palm Coast | FL | 32137 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $200 |
| Florida Symphony Youth Orchestra | |||||||
| Po Box 2328 | Winter Park | FL | 32793 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $500 |
| Food for the Poor | |||||||
| 6401 Lyons Road | Coconut Creek | FL | 33097 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $2,000 |
| Golden Retriever Rescue | |||||||
| Po Box 1449 | Goldenrod | FL | 32733 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $1,000 |
| Grace Medical Home | |||||||
| 51 Pennsylvania St | Orlando | FL | 32806 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $100 |
| Habitat for Humanity | |||||||
| 4116 Silver Star Rd | Orlando | FL | 32806 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $500 |
| Heart of the City Fdt | |||||||
| 106 E Church St | Orlando | FL | 32801 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $100 |
| Homes for Veterans | |||||||
| Homes for Veterans | Meerfield | VA | 22116 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $1,000 |
| Immune Dificiency Fdt | |||||||
| 110 West Rd | Towson | MD | 21204 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $500 |
| Impower | |||||||
| 3157 N Alafaya Trail | Orlando | FL | 32826 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $2,000 |
| Indiginty | |||||||
| 424 E Central Blvd | Orlando | FL | 32801 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $3,000 |
| Junior Achievement | |||||||
| 2121 Camden Road | Orlando | FL | 32803 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $2,000 |
| Libby Legacy | |||||||
| 112 Annie Street | Orlando | FL | 32806 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $200 |
| Lighthouse Central Florida | |||||||
| 215 East New Hampshire Street | orlando | FL | 32804 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $2,500 |
| Make A Wish | |||||||
| 1020 N orlando | Maitland | FL | 32751 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $500 |
| Mercy Medical Angels | |||||||
| 4020 Haygood Road | Virginia Beach | FL | 23455 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $1,000 |
| Michelle Puppets | |||||||
| 4420 Parkway Commerce Blvd | Orlando | FL | 32808 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $2,500 |
| Music Mission Kiev | |||||||
| 286 Wilshire Blvd | Casselberry | FL | 32767 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $700 |
| Nami Greater Orlando | |||||||
| 5051 North Lane | Orlando | FL | 32808 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $2,000 |
| Non Pareil Instistute | |||||||
| 2500 Maitland Center Pkwy | Maitland | FL | 32751 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $1,000 |
| One Campus Crusade for Christ | |||||||
| 100 Lake Hart Drive | Orando | FL | 32832 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $500 |
| Operation Smile | |||||||
| Po Box 76569 | Topeka | KS | 66575 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $500 |
| Orlando Day Nursery | |||||||
| 626 Lake Dot Circle | Orlando | FL | 32801 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $2,000 |
| Orlando Fringe | |||||||
| 812 E Rollins St | Orlando | FL | 32803 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $1,000 |
| Orlando Union Rescue Mission | |||||||
| Po Box 2791 | Orlando | FL | 32802 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $1,000 |
| Pathlight Home | |||||||
| 3200 West Colonial Drive | Orlando | FL | 32808 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $2,000 |
| Paws for Liberty | |||||||
| 8939 Palomino Dr | Lake Worth | FL | 33467 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $1,000 |
| Paws for Purple Hearts | |||||||
| Po Box 1209 | Merrifiend | VA | 22185 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $1,000 |
| Pet Alliance | |||||||
| 2727 Conroy rd | Orlando | FL | 32839 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $2,000 |
| Prison Book Project | |||||||
| Po Box 1146 | Sherpes | FL | 32959 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $700 |
| Quest | |||||||
| 500 E Colonial Drive | Orlando | FL | 32803 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $2,000 |
| Resurrection Catholic Church | |||||||
| 1211 Winter Garden Rd | Winter Garden | FL | 34787 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $200 |
| Samaritan Village | |||||||
| Po Box 149599 | Orlando | FL | 32814 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $2,500 |
| Seniors First | |||||||
| 5335 McLedd Road | Orlando | FL | 32811 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $1,000 |
| Shepherds Hope | |||||||
| 455 9th Street | Winter Garden | FL | 34787 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $700 |
| Shriners Hospital for Children | |||||||
| 12502 USF Pine Dr | Tampa | FL | 33612 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $200 |
| Southeastern Food Bank | |||||||
| Po Box 770451 | Winter Garden | FL | 34777 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $2,500 |
| St Jude Children Hospital | |||||||
| 601 St Jude Place | Memphis | TN | 38105 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $100 |
| Stray Haven | |||||||
| 194 Shepard Road | Waverly | NY | 14892 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $500 |
| Sunshine State Superkids | |||||||
| 363 Sky Valley Street | Clermont | FL | 34711 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $1,000 |
| Talias Legacy | |||||||
| 1521 Hunters Place | Oviedo | FL | 32766 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $500 |
| The Center | |||||||
| 946 N Mills Ave | Orlando | FL | 32803 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $1,000 |
| The First Tee of Central FL | |||||||
| 1826 Palmetto Ave | Winter Park | FL | 32789 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $500 |
| The Salvation Army | |||||||
| 416 W Colonial Dr | Orlando | FL | 32804 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $2,000 |
| UCP of Central Florida | |||||||
| 1221 W Colonial Drive | Orlando | FL | 32804 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $1,200 |
| Volusia County 4H | |||||||
| 6021 S Conway Rd | Orlando | FL | 32812 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $1,000 |
| Winter Park Day Nursery | |||||||
| 741 S Pennsylvania Ave | Winter Park | FL | 32789 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $2,200 |
| WMFE | |||||||
| 11510 E Colonial Dr | Orlando | FL | 32817 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $200 |
| Wounded Veterans Refief Fund | |||||||
| 300 Property Farms Rd | North Palm Beach | FL | 33408 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $1,000 |
| Zebra Coalition | |||||||
| 911 N Mills Ave | Orlando | FL | 32803 | N/A | 501(c)(3) Entity | Fund Charitable Activities | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $85,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $148 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $47,181 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $71,507 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $118,836 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $118,836 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | Enables the Foundation to accomplish its charitable purpose |
| 4 | Enables the Foundation to accomplish its charitable purpose |
| 8 | Enables the Foundation to accomplish its charitable purpose |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Festival Independencia Dominicana | ||||||
| 1 | 102 Cherrywood Ct | Kissimmee | FL | 34763 | $7,500 | Yes (X) |
| Richard T Lee | ||||||
| 2 | 6509 Hazeltine National Dr S6 | Orlando | FL | 32822 | $1,000 | Yes (X) |
| Randy & Michelle Johnson | ||||||
| 3 | 6509 Hazeltine National Dr S6 | Orlando | FL | 32822 | $1,000 | Yes (X) |
| Thomas G Lee | ||||||
| 4 | 6509 Hazeltine National Dr S6 | Orlando | FL | 32822 | $250,000 | Yes (X) |
| Thomas G Lee | ||||||
| 5 | 6509 Hazeltine National Dr S6 | Orlando | FL | 32822 | $200,000 | Yes (X) |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Not required, per Attorney General's office | ExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Brokerage Account | AT COST | $1,815,230 | $2,809,360 |
| Investment Bank Stock | AT COST | $200,000 | $200,000 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Famlee Investment Company | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $0 | BalanceDueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Independencia Dominica | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 Cherrywood Ct | AddressLine1Txt |
| City | Kissimmee | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34743 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Taxes Paid | CategoryTxt |
| Amt | $7,000 | Amt |
| Net Investment Income | $7,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,000 | DisbursementsCharitablePrpsAmt |
Comments