LLEE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
LLEE FOUNDATION (EIN 20-1968243)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-04
IRS object ID
202141249349101434
Schema version
2020v4.1
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)
Return2021-05-04T10:52:57-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN741907314PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WERLEIN & HARRIS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13355 W ALABAMA SUITE 900AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77098ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201968243EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LLEE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLLEEBusinessNameControlTxt
Phone7139615544PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13355 WEST ALABAMA NO 900AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77098ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLANNA LEEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7139615544PhoneNum
Signature2021-03-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLANNAPersonFirstNm
Person LastLEEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonVICTOR E HARRISPreparerPersonNm
PTINP00025194PTIN
Phone7139615544PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$841,310FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$165,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$48InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$48InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$12,715DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,715DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$83,652NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$383,890GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$83,652CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$261,415TotalRevAndExpnssAmt
Total Net Invst Incm$96,415TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,871AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,043AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,828AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$541TaxesRevAndExpnssAmt
Taxes Net Invst Incm$69TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$472TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$10,220OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10,185OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$35OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,632TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,297TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,335TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$183,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$183,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$198,132TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,297TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$185,835TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$63,283ExcessRevenueOverExpensesAmt
Net Investment Income$84,118NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$27,627CashBOYAmt
Cash EOY$4,998CashEOYAmt
Cash EOYFMV$4,998CashEOYFMVAmt
Sav And Temp Cash Invst BOY$11,717SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$9,522SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$9,522SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$23,367AcctRcvblAmt
Acct Rcvbl BOY$23,596AcctRcvblBOYAmt
Acct Rcvbl EOY$23,367AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$23,367AcctRcvblEOYFMVAmt
Corporate Stock BOY$485,835CorporateStockBOYAmt
Corporate Stock EOY$574,171CorporateStockEOYAmt
Corporate Stock EOYFMV$803,423CorporateStockEOYFMVAmt
Total Assets BOY$548,775TotalAssetsBOYAmt
Total Assets EOY$612,058TotalAssetsEOYAmt
Total Assets EOYFMV$841,310TotalAssetsEOYFMVAmt
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$548,775RetainedEarningBOYAmt
Retained Earning EOY$612,058RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$548,775TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$612,058TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$548,775TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$612,058TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$548,775TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$63,283ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$612,058SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$612,058TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BBVA USA$46,064$44,728$1,336$1,336
BBVA USA$337,758$255,510$82,248$82,248
CAPITAL GAINS DIVIDENDS$68$68$68
FieldValueIRS element (for citing)
Capital Gain Net Income$83,652CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,169InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,169SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,169TaxBasedOnInvestmentIncomeAmt
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$8EsPenaltyAmt
Tax Due$1,177TaxDueAmt

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 StateTXOrgReportOrRegisterStateCd
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
Individual With BooksWERLEIN HARRIS PCIndividualWithBooksNm
Phone7139615544PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13355 WEST ALABAMA SUITE 900AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77098ZIPCd
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

FieldValueIRS element (for citing)
PersonLANNA L LEEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O 3355 W ALABAMA SUITE 900AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77098ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$698,159AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$26,962AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$725,121TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$725,121AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,877CashDeemedCharitableAmt
Net Vl Noncharitable Assets$714,244NetVlNoncharitableAssetsAmt
Minimum Investment Return$35,712MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$35,712MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,169TaxBasedOnInvestmentIncomeAmt
Total Tax$1,169TotalTaxAmt
Distributable Before Adj$34,543DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$34,543DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$34,543DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$185,835ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$185,835QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$185,835AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$34,543DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$80,984ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$93,954ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$138,062ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$167,301ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$81,207ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$561,508TotalExcessDistributionCyovAmt
Qualifying Distributions$185,835QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$34,543AppliedToCurrentYearAmt
Remaining Distri From Corpus$151,292RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$712,800TotalCorpusAmt
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$80,984ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$631,816ExcessDistriCyovToNextYrAmt
Excess From Year4$93,954ExcessFromYear4Amt
Excess From Year3$138,062ExcessFromYear3Amt
Excess From Year2$167,301ExcessFromYear2Amt
Excess From Year1$81,207ExcessFromYear1Amt
Excess From Current Year$151,292ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLANNA L LEEContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLANNA L LEERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13355 W ALABAMA SUITE 900AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77098ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7135339536RecipientPhoneNum
Form And Info And MaterialsWRITTEN APPLICATION IN THE APPLICANT'S OWN WORDS SPECIFYING THE AMOUNT REQUESTED AND HOW THE FUNDS WOULD BE USED.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMER'S FOUNDATION OF AMERICA
322 EIGHTH AVENUE 7TH FLOORNEW YORKNY10001N/APUBLICGENERAL SUPPORT$4,500
DOCTORS WITHOUT BORDERS
40 RECTOR ST 16TH FLOORNEW YORKNY10006N/APUBLICGENERAL SUPPORT$5,000
GREATER HOUSTON RED CROSS
2700 SOUTHWEST FREEWAYHOUSTONTX77098N/APUBLICGENERAL SUPPORT$25,000
HOUSTON SPCA
7007 OLD KATY RDHOUSTONTX77024N/APUBLICGENERAL SUPPORT$2,000
MISCELLANEOUS PUBLIC CHARITIES
1 AVAILABLE ON REQUESTHOUSTONTX77002N/APUBLICGENERAL SUPPORT$20,000
NEHEMIAH CENTER
5015 FANNIN STHOUSTONTX77004N/APUBLICGENERAL SUPPORT$5,000
PRESBYTERIAN SCHOOL
5300 S MAIN STHOUSTONTX77004N/APUBLICGENERAL SUPPORT$50,000
SPECIAL OLYMPICS TEXAS
10777 NORTHWEST FREEWAYHOUSTONTX77092N/APUBLICGENERAL SUPPORT$5,000
ST JUDE RESEARCH HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105N/APUBLICGENERAL SUPPORT$5,000
TEXAS CHILDREN'S HOSPITAL
6621 FANNIN STREETHOUSTONTX77030N/APUBLICGENERAL SUPPORT$5,000
THE CENTER FOUNDATION
3550 W DALLAS STHOUSTONTX77019N/APUBLICGENERAL SUPPORT$5,000
HOUSTON FOOD BANK
535 PORTWALL STHOUSTONTX77029N/APUBLICGENERAL SUPPORT$32,000
UT MD ANDERSON CANCER CENTER
1515 HOLCOMBE BLVDHOUSTONTX77030N/APUBLICGENERAL SUPPORT$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$183,500TotalGrantOrContriPdDurYrAmt
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$48ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,715ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$83,652ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$96,415ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$96,415TotalIncomeProducingActyAmt

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 Line1LANNA L LEEBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13355 W ALABAMA SUITE 900AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77098ZIPCd
FieldValueIRS element (for citing)
Total Contributions$165,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING FEES$3,656$1,828$1,828
BBVA TAX PREPARATION FEE$215$215$0

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTS - CORPORATE STOCKStockNm
EOY Book Value$574,171EOYBookValueAmt
EOYFMV$803,423EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$70$35$35
INVESTMENT MANAGEMENT FEES$10,150$10,150$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$139$69$70
FEDERAL TAXES$402$0$402

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