2022-05-04T13:33:09-05:00 2021-12-31 Ann B Ishenko EA 6509 Hazeltine National Dr S6 Orlando FL 32822 990PF 2021-01-01 596148803 The Lee Foundation LEEF 4078572835 6509 Hazeltine National Dr Ste 6 Orlando FL 32822 Richard Lee Trustee 4078572835 2022-05-04 1 Richard Lee XXX-XX-XXXX Ann B Ishenko EA P01411226 4078572835 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 3507935 X 459500 148 148 148 47181 47181 47181 71507 163824 71507 64 578336 118836 47393 0 0 0 0 7000 7000 0 7000 7000 7000 0 7000 85250 85250 92250 7000 0 92250 486086 111836 47393 131329 498726 498726 -151 0 -151 -151 -151 1896541 2015230 3009360 2027719 2513805 3507935 0 0 X 0 0 0 0 2027719 2513805 2027719 2513805 2027719 2513805 2027719 486086 0 2513805 0 2513805 UBS Financial P 2021-03-25 2021-07-22 821 757 64 64 UBS Financial P 2020-04-21 2021-07-22 118698 91560 27138 27138 Capital Gains Dividends P 44305 44305 44305 71507 64 1555 0 1555 0 1555 2963 0 0 0 2963 0 1408 1408 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0 1 www.leevistacenter.com Ann Ishenko 4078572835 6509 Hazeltine National Drive Ste 6 Orlando FL 32822 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 None 0 0 2624362 107408 0 2731770 0 0 2731770 40977 2690793 134540 X 92250 0 92250 X 47393 36352 49797 51138 184680 40284 30899 42327 43467 156978 92250 56420 78190 79659 306519 0 0 0 0 0 92250 56420 78190 79659 306519 0 0 89693 65827 57114 54463 267097 0 0 0 0 Richard T Lee 6509 Hazeltine National Dr Ste6 Orlando FL 32822 4078572835 ANN@LEEVISTACENTER.COM Letter stating purpose of request and if applicant approved by 501(c)(3) January 31 each year Major effort in Central Florida area 4 Roots 1916 W Princeton St Orlando FL 32804 N/A 501(c)(3) Entity Fund Charitable Activities 3000 A Gift of Teaching 6501 Magic Way Orlando FL 32809 N/A 501(c)(3) Entity Fund Charitable Activities 1000 Achievement Academy 716 E Bella Vista St Lakeland FL 33805 N/A 501(c)(3) Entity Fund Charitable Activities 1000 Alzheimer Resource Center 1506 Lake Highland Drive Orlando FL 32803 N/A 501(c)(3) Entity Fund Charitable Activities 2100 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 1500 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 1000 Boys & Girls Club Central Florida Po Box 2987 Orlando FL 32802 N/A 501(c)(3) Entity Fund Charitable Activities 3000 Canine Companions Po Box 680388 Orlando FL 32868 N/A 501(c)(3) Entity Fund Charitable Activities 1000 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 2000 Christian Service Center 808 West Center Blvd Orlando FL 32805 N/A 501(c)(3) Entity Fund Charitable Activities 1000 Council of 101 OMA 2416 North Mills Ave Orlando FL 32803 N/A 501(c)(3) Entity Fund Charitable Activities 3000 Creating Opportunity for Disability 720 N Denning Drive Winter Park FL 32789 N/A 501(c)(3) Entity Fund Charitable Activities 2500 Edgewood Children Ranch 1451 Edgewood Ranch Rd Orlando FL 32835 N/A 501(c)(3) Entity Fund Charitable Activities 1200 Elevate Orlando Po Box 940633 Maitland FL 32794 N/A 501(c)(3) Entity Fund Charitable Activities 2000 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 1000 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 2000 Golden Retriever Rescue Po Box 1449 Goldenrod FL 32733 N/A 501(c)(3) Entity Fund Charitable Activities 1000 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 1000 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 2000 Indiginty 424 E Central Blvd Orlando FL 32801 N/A 501(c)(3) Entity Fund Charitable Activities 3000 Junior Achievement 2121 Camden Road Orlando FL 32803 N/A 501(c)(3) Entity Fund Charitable Activities 2000 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 2500 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 1000 Michelle Puppets 4420 Parkway Commerce Blvd Orlando FL 32808 N/A 501(c)(3) Entity Fund Charitable Activities 2500 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 2000 Non Pareil Instistute 2500 Maitland Center Pkwy Maitland FL 32751 N/A 501(c)(3) Entity Fund Charitable Activities 1000 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 2000 Orlando Fringe 812 E Rollins St Orlando FL 32803 N/A 501(c)(3) Entity Fund Charitable Activities 1000 Orlando Union Rescue Mission Po Box 2791 Orlando FL 32802 N/A 501(c)(3) Entity Fund Charitable Activities 1000 Pathlight Home 3200 West Colonial Drive Orlando FL 32808 N/A 501(c)(3) Entity Fund Charitable Activities 2000 Paws for Liberty 8939 Palomino Dr Lake Worth FL 33467 N/A 501(c)(3) Entity Fund Charitable Activities 1000 Paws for Purple Hearts Po Box 1209 Merrifiend VA 22185 N/A 501(c)(3) Entity Fund Charitable Activities 1000 Pet Alliance 2727 Conroy rd Orlando FL 32839 N/A 501(c)(3) Entity Fund Charitable Activities 2000 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 2000 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 2500 Seniors First 5335 McLedd Road Orlando FL 32811 N/A 501(c)(3) Entity Fund Charitable Activities 1000 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 2500 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 1000 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 1000 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 2000 UCP of Central Florida 1221 W Colonial Drive Orlando FL 32804 N/A 501(c)(3) Entity Fund Charitable Activities 1200 Volusia County 4H 6021 S Conway Rd Orlando FL 32812 N/A 501(c)(3) Entity Fund Charitable Activities 1000 Winter Park Day Nursery 741 S Pennsylvania Ave Winter Park FL 32789 N/A 501(c)(3) Entity Fund Charitable Activities 2200 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 1000 Zebra Coalition 911 N Mills Ave Orlando FL 32803 N/A 501(c)(3) Entity Fund Charitable Activities 1000 85250 0 148 47181 71507 0 0 118836 118836 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 0 0 0 0 0 0 0 0 0 0 X X 1 Festival Independencia Dominicana 102 Cherrywood Ct Kissimmee FL 34763 7500 X 2 Richard T Lee 6509 Hazeltine National Dr S6 Orlando FL 32822 1000 X 3 Randy & Michelle Johnson 6509 Hazeltine National Dr S6 Orlando FL 32822 1000 X 4 Thomas G Lee 6509 Hazeltine National Dr S6 Orlando FL 32822 250000 X 5 Thomas G Lee 6509 Hazeltine National Dr S6 Orlando FL 32822 200000 X Not required, per Attorney General's office Brokerage Account AT COST 1815230 2809360 Investment Bank Stock AT COST 200000 200000 Famlee Investment Company 0 Independencia Dominica 102 Cherrywood Ct Kissimmee FL 34743 Taxes Paid 7000 7000 0 7000