LEE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: LEE FOUNDATION (EIN 59-6148803)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-03-09
IRS object ID: 202110689349100766
Schema version: 2020v4.0
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
Form 990-PF
Schedule B
Expln Of Non Filing With AG Stmt
Investments Other Schedule2
Other Expenses Schedule
Other Notes Loans Rcvbl Short Sch2
Substantial Contributors Sch

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-03-09T15:41:04-06:00	ReturnTs
Tax Period End	2020-12-31	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	2020-01-01	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 No Ste	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	2021-03-09	SignatureDt

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	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	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	$2,458,942	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	$7,500	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$1,083	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$1,083	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$1,083	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$35,269	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$35,269	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$35,269	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$313,194	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$460,950	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$313,194	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$0	NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss	$357,046	TotalRevAndExpnssAmt
Total Net Invst Incm	$349,546	TotalNetInvstIncmAmt
Total Adj Net Incm	$36,352	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
Other Expenses Rev And Expnss	$280	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$280	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$0	OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl	$280	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$280	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$280	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$280	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$56,140	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$56,140	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$56,420	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$280	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$56,420	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$300,626	ExcessRevenueOverExpensesAmt
Net Investment Income	$349,266	NetInvestmentIncomeAmt
Adjusted Net Income	$36,352	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$179,173	CashBOYAmt
Cash EOY	$131,329	CashEOYAmt
Cash EOYFMV	$131,329	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	$1,548,071	OtherInvestmentsBOYAmt
Other Investments EOY	$1,896,541	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$2,327,764	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$1,727,093	TotalAssetsBOYAmt
Total Assets EOY	$2,027,719	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,458,942	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	$1,727,093	RetainedEarningBOYAmt
Retained Earning EOY	$2,027,719	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,727,093	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$2,027,719	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,727,093	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$2,027,719	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,727,093	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$300,626	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$2,027,719	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$2,027,719	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UBS Financial	P	2020-01-25	2020-04-22	$476	$671	-$195	-$195
UBS Financial	P	2019-03-21	2020-04-22	$90,846	$127,839	-$36,993	-$36,993
UBS Financial	P	1996-11-13	2020-10-20	$352,767	$19,246	$333,521	$333,521
Capital Gains Dividends	P			$16,861		$16,861	$16,861

Field	Value	IRS element (for citing)
Capital Gain Net Income	$313,194	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	-$195	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$4,855	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$4,855	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$4,855	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$5,818	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	$5,818	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$963	OverpaymentAmt
Applied To ES Tax	$963	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	$1,856,030	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$148,857	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,004,887	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$2,004,887	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$30,073	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,974,814	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$98,741	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Sect4942j3j5 Fndtn And Frgn Org	Yes (X)	Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$56,420	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$56,420	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$56,420	AdjustedQualifyingDistriAmt

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	$36,352	CurrentYearAmt
Year1	$49,797	Year1Amt
Year2	$51,138	Year2Amt
Year3	$50,758	Year3Amt
Total	$188,045	TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

Field	Value	IRS element (for citing)
Current Year	$30,899	CurrentYearAmt
Year1	$42,327	Year1Amt
Year2	$43,467	Year2Amt
Year3	$43,144	Year3Amt
Total	$159,838	TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Current Year	$56,420	CurrentYearAmt
Year1	$78,190	Year1Amt
Year2	$79,659	Year2Amt
Year3	$74,813	Year3Amt
Total	$289,082	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	$56,420	CurrentYearAmt
Year1	$78,190	Year1Amt
Year2	$79,659	Year2Amt
Year3	$74,813	Year3Amt
Total	$289,082	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	$65,827	CurrentYearAmt
Year1	$57,114	Year1Amt
Year2	$54,463	Year2Amt
Year3	$51,121	Year3Amt
Total	$228,525	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 (48 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
A Gift of Teaching
6501 Magic Way	Orlando	FL	32809	N/A	501(c)(3) Entity	Fund Charitable Activities	$500
Achievement Academy
716 E Bella Vista St	Lakeland	FL	33805	N/A	501(c)(3) Entity	Fund Charitable Activities	$500
Alzheimer Resource Center
1506 Lake Highland Drive	Orlando	FL	32803	N/A	501(c)(3) Entity	Fund Charitable Activities	$2,000
American Diabetes Association
2451 Crystal Drive	Arlington	VA	22202	N/A	501(c)(3) Entity	Fund Charitable Activities	$100
American Friends of DVI
P O Box 127	New York	NY	10185	N/A	501(c)(3) Entity	Fund Charitable Activities	$500
Bach Festival Society
1000 Holt Ave	Winter Park	FL	32789	N/A	501(c)(3) Entity	Fund Charitable Activities	$1,000
Bahia Shrine Circus Fund
Po Box 180864	Casselberry	FL	32718	N/A	501(c)(3) Entity	Fund Charitable Activities	$350
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	$2,000
Canine Companions
Po Box 680388	Orlando	FL	32868	N/A	501(c)(3) Entity	Fund Charitable Activities	$500
Celebration Foundation
610 Sycamore Street	Celebration	FL	34747	N/A	501(c)(3) Entity	Fund Charitable Activities	$1,000
Central Care Mission
4022 Teriwood Ave	Orlando	FL	32812	N/A	501(c)(3) Entity	Fund Charitable Activities	$2,500
Christian Service Center
808 West Center Blvd	Orlando	FL	32805	N/A	501(c)(3) Entity	Fund Charitable Activities	$400
Compact
Po Box 1073	Orlando	FL	32802	N/A	501(c)(3) Entity	Fund Charitable Activities	$1,500
Council of 101 OMA
2416 North Mills Ave	Orlando	FL	32803	N/A	501(c)(3) Entity	Fund Charitable Activities	$1,500
Edgewater Pop Warner
1226 Mount Vernon Street	Orlando	FL	32803	N/A	501(c)(3) Entity	Fund Charitable Activities	$500
Elevate Orlando
Po Box 940633	Maitland	FL	32794	N/A	501(c)(3) Entity	Fund Charitable Activities	$2,000
Feeding America
Po Box 96849	Washington	DC	20090	N/A	501(c)(3) Entity	Fund Charitable Activities	$500
Fighting for our Heroes
2763 Scarborough Drive	Kississmee	FL	34744	N/A	501(c)(3) Entity	Fund Charitable Activities	$1,000
First Baptist Church
316 Church Street	Port Orange	FL	32127	N/A	501(c)(3) Entity	Fund Charitable Activities	$600
Freedom Ride
1905 Lee Road	Orlando	FL	32810	N/A	501(c)(3) Entity	Fund Charitable Activities	$3,000
Golden Retriever Rescue
Po Box 1449	Goldenrod	FL	32733	N/A	501(c)(3) Entity	Fund Charitable Activities	$2,000
Habitat for Humanity
4116 Silver Star Rd	Orlando	FL	32806	N/A	501(c)(3) Entity	Fund Charitable Activities	$500
Historical Society of Central FL
65 E Central Blvd	Orlando	FL	32801	N/A	501(c)(3) Entity	Fund Charitable Activities	$1,000
Hope
319 S Elm Ave	Sanford	FL	32771	N/A	501(c)(3) Entity	Fund Charitable Activities	$1,000
Impower
3157 N Alafaya Trail	Orlando	FL	32826	N/A	501(c)(3) Entity	Fund Charitable Activities	$1,000
Junior Achievement
2121 Camden Road	Orlando	FL	32803	N/A	501(c)(3) Entity	Fund Charitable Activities	$2,000
Lighthouse Central Florida
215 East New Hampshire Street	orlando	FL	32804	N/A	501(c)(3) Entity	Fund Charitable Activities	$2,000
Mercy Medical Angels
4020 Haygood Road	Virginia Beach	FL	23455	N/A	501(c)(3) Entity	Fund Charitable Activities	$500
Michelle Puppets
4420 Parkway Commerce Blvd	Orlando	FL	32808	N/A	501(c)(3) Entity	Fund Charitable Activities	$2,750
Nami Greater Orlando
5051 North Lane	Orlando	FL	32808	N/A	501(c)(3) Entity	Fund Charitable Activities	$500
National Audobon Society
1101 Audubon Way	Maitland	FL	32751	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	$2,500
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	$500
Pathlight Home
3200 West Colonial Drive	Orlando	FL	32808	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
PETA
Po Box 96684	Washington	DC	20093	N/A	501(c)(3) Entity	Fund Charitable Activities	$500
Pine Castle Historical Society Inc
631 Wilks Ave	Orlando	FL	32809	N/A	501(c)(3) Entity	Fund Charitable Activities	$100
Quest
500 E Colonial Drive	Orlando	FL	32803	N/A	501(c)(3) Entity	Fund Charitable Activities	$3,000
Salvation Army
416 W Colonial Dr	Orlando	FL	32804	N/A	501(c)(3) Entity	Fund Charitable Activities	$2,000
Southeastern Food Bank
Po Box 770451	Winter Garden	FL	34777	N/A	501(c)(3) Entity	Fund Charitable Activities	$1,000
Sunshine State Superkids
363 Sky Valley Street	Clermont	FL	34711	N/A	501(c)(3) Entity	Fund Charitable Activities	$500
Temple of Faith Church
1028 S Marvin Zanders Ave	Apopka	FL	32703	N/A	501(c)(3) Entity	Fund Charitable Activities	$700
The Christ School
106 E Church Street	Orlando	FL	32801	N/A	501(c)(3) Entity	Fund Charitable Activities	$1,000
UCP of Central Florida
1221 W Colonial Drive	Orlando	FL	32804	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	$2,140
Zebra Coalition
911 N Mills Ave	Orlando	FL	32803	N/A	501(c)(3) Entity	Fund Charitable Activities	$500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$56,140	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	$1,083	RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$35,269	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$313,194	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	$349,546	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$349,546	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

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Festival Independencia Dominicana	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	102 Cherrywood Ct	AddressLine1Txt
City	Kissimmee	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	34763	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$7,500	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

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	$1,696,541	$2,127,764
Investment Bank Stock	AT COST	$200,000	$200,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	Office Expenses	Desc
Revenue And Expenses Per Books	$280	RevenueAndExpensesPerBooksAmt
Net Investment Income	$280	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$280	DisbursementsCharitablePrpsAmt

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

LEE FOUNDATION: Form 990PF, tax year 2020

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

Qualifying Distributions QualifyingDistributionsGrp

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

Total Assets TotalAssetsGrp

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

Total Support TotalSupportGrp

Public Support Type PublicSupportType

Largest Support From EO LargestSupportFromEOGrp

Gross Investment Income GrossInvestmentIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

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

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor Business Name ContributorBusinessName

Contributor US Address ContributorUSAddress

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2

Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp

Organization501c3 Name Organization501c3Name

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

US Address USAddress

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