PATRICK P LEE FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PATRICK P LEE FOUNDATION INC (EIN 45-3845576)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2020-01-30
- IRS object ID
- 202000309349100110
- Schema version
- 2018v3.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-01-30T14:15:35-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161468002 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHIAMPOU TRAVIS BESAW & KERSHNER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 BRYANT WOODS NORTH | AddressLine1Txt |
| City | AMHERST | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453845576 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICK P LEE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATR | BusinessNameControlTxt |
| Phone | 7168443100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5166 MAIN STREET NO 303 | AddressLine1Txt |
| City | WILLIAMSVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14221 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE MOGAVERO | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7168443100 | PhoneNum |
| Signature | 2020-01-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEAGAN FITZGERALD | PreparerPersonNm |
| PTIN | P01471157 | PTIN |
| Phone | 7166302400 | PhoneNum |
| Preparation | 2020-01-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $38,368,186 | 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 | $14,690,848 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $174,957 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $171,777 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $584,161 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $584,071 | DividendsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$42,439 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,550,266 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,839,284 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,000,586 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $36,443 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $36,023 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $17,036,675 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,792,457 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $127,750 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,775 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $114,975 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $31,446 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $4,375 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $27,071 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $13,318 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $374 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,716 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,038 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,038 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,384 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,338 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,046 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $283,383 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $279,182 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,201 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $10,903 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $10,903 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $59,443 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $24,343 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $13,979 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $12,484 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $19,327 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,933 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $17,394 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,116 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,217 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,899 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $82,511 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $43,506 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $39,005 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $666,103 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $379,946 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $243,324 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,746,004 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,408,645 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,412,107 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $379,946 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,651,969 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,624,568 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,412,511 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $61,847 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $50,206 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,206 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $27,727,468 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $38,281,064 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $38,281,064 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $116,690 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $79,774 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $35,570 | LandBOYAmt |
| Land EOY | $36,916 | LandEOYAmt |
| Land EOYFMV | $36,916 | LandEOYFMVAmt |
| Total Assets BOY | $27,824,885 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,368,186 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $38,368,186 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $1,140,067 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,477,426 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $1,140,067 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,477,426 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $256,653 | CapitalStockBOYAmt |
| Capital Stock EOY | $256,653 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $26,428,165 | RetainedEarningBOYAmt |
| Retained Earning EOY | $36,634,107 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,684,818 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $36,890,760 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,824,885 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $38,368,186 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,684,818 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,624,568 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $41,309,386 | SubtotalAmt |
| Other Decreases | $4,418,626 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $36,890,760 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| FIDELITY | $400,000 | $355,324 | $44,676 | $44,676 | |
| FIDELITY | $2,829,638 | $1,756,330 | $1,073,308 | $1,073,308 | |
| ADAMAS OPPORTUNITY FUND | $87,449 | $87,449 | $87,449 | P | |
| ADAMAS OPPORTUNITY FUND | $73,622 | -$73,622 | -$73,622 | P | |
| ADAMAS PARTNERS | $53,645 | $53,645 | $53,645 | P | |
| ADAMAS PARTNERS | $13,033 | -$13,033 | -$13,033 | P | |
| LEE PRIVATE CHARITABLE CAPITAL LLC | $47 | $47 | $47 | P | |
| LEE PRIVATE CHARITABLE CAPITAL LLC | $14,582 | $14,582 | $14,582 | P | |
| AG REALTY | $12 | -$12 | -$12 | P | |
| AG REALTY | $4 | -$4 | -$4 | P | |
| AG REALTY (A) | $89 | -$89 | -$89 | P | |
| AG REALTY (A) | $95 | $95 | $95 | P | |
| AEW | $3,923 | -$3,923 | -$3,923 | P | |
| AEW | $6,026 | -$6,026 | -$6,026 | P | |
| COLCHESTER | $15 | $15 | $15 | P | |
| COLCHESTER | $5,119 | $5,119 | $5,119 | P | |
| OLD KINGS | $131,992 | $131,992 | $131,992 | P | |
| OLD KINGS | $80,655 | -$80,655 | -$80,655 | P | |
| DAVIDSON KEMNPER | $17,983 | $17,983 | $17,983 | P | |
| DAVIDSON KEMNPER | $11,106 | $11,106 | $11,106 | P | |
| SUMMIT ROCK | $135,347 | $135,347 | $135,347 | P | |
| PATRICK LEE UA CAPITAL LOSS | $549,680 | -$549,680 | -$549,680 | P | |
| CAPITAL GAINS DIVIDENDS | $152,266 | $152,266 | $152,266 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,000,586 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,396,615 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $26,145,574 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053417 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $643,006 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $24,961,188 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.025760 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,605,532 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $26,584,611 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060393 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,524,239 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $27,380,850 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055668 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,478,337 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $26,516,957 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055751 | DistributionYr5Rt |
| Total Distribution | 0.250989 | TotalDistributionRt |
| Average Distribution | 0.050198 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $34,603,981 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,737,051 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14,125 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,751,176 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,651,969 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,250 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $28,250 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $28,250 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,994 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $37,654 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $51,648 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $23,398 | OverpaymentAmt |
| Applied To ES Tax | $23,398 | 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 |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | PATRICKPLEEFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICK P LEE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7168443100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5166 MAIN STREET NO 303 | AddressLine1Txt |
| City | WILLIAMSVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14221 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| PATRICK P LEE | ||||||||
| 5166 MAIN STREET SUITE 303 | WILLIAMSVILLE | NY | 14221 | CHAIRMAN | 5.00 | $0 | $0 | $0 |
| JANE MOGAVERO | ||||||||
| 5166 MAIN STREET SUITE 303 | WILLIAMSVILLE | NY | 14221 | EXECUTIVE DIRECTOR | 40.00 | $127,750 | $6,388 | $0 |
| ROBERT LANE JR | ||||||||
| 5166 MAIN STREET SUITE 303 | WILLIAMSVILLE | NY | 14221 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| DAVID HORAN | ||||||||
| 5166 MAIN STREET SUITE 303 | WILLIAMSVILLE | NY | 14221 | SECRETARY | 2.00 | $0 | $0 | $0 |
| LEE WORTHAM | ||||||||
| 5166 MAIN STREET SUITE 303 | WILLIAMSVILLE | NY | 14221 | VICE CHAIR | 2.00 | $0 | $0 | $0 |
| BARBARA RHEE | ||||||||
| 5166 MAIN STREET SUITE 303 | WILLIAMSVILLE | NY | 14221 | VICE CHAIR | 2.00 | $0 | $0 | $0 |
| JOHN RHEE MD | ||||||||
| 5166 MAIN STREET SUITE 303 | WILLIAMSVILLE | NY | 14221 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| CHRISTOPHER LEE | ||||||||
| 5166 MAIN STREET SUITE 303 | WILLIAMSVILLE | NY | 14221 | TREASURER | 2.00 | $0 | $0 | $0 |
| MICHELE LEE | ||||||||
| 5166 MAIN STREET SUITE 303 | WILLIAMSVILLE | NY | 14221 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| CYNTHIA LEE | ||||||||
| 5166 MAIN STREET SUITE 303 | WILLIAMSVILLE | NY | 14221 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JENNIFER MCNAMARA | ||||||||
| 5166 MAIN STREET SUITE 303 | WILLIAMSVILLE | NY | 14221 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| ART MICHALEK | ||||||||
| 5166 MAIN STREET SUITE 303 | WILLIAMSVILLE | NY | 14221 | DIRECTOR | 2.00 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,133,618 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,536,815 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $13,460,512 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,130,945 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $35,130,945 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $526,964 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $34,603,981 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,730,199 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,730,199 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,250 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,250 | TotalTaxAmt |
| Distributable Before Adj | $1,701,949 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,701,949 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,701,949 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,651,969 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,651,969 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,651,969 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,701,949 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $314,838 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,651,969 | QualifyingDistributionsAmt |
| Applied To Year1 | $314,838 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,337,131 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $364,818 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PATRICK P LEE FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5166 MAIN STREET SUITE 303 | AddressLine1Txt |
| City | WILLIAMSVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14221 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7168443100 | RecipientPhoneNum |
| Form And Info And Materials | THE FOUNDATION PROACTIVELY IDENTIFIES ORGANIZATIONS WORKING IN ITS FOCUS AREAS OF EDUCATION AND MENTAL HEALTH. NONPROFITS MAY ALSO PROVIDE INFORMATION ON PROGRAMS ALIGNING WITH THE FOUNDATION'S STATED GOALS IN EACH FOCUS AREA. THE MAJORITY OF GRANTS ARE INITIATED BY THE FOUNDATION EITHER THROUGH DIRECT CONTACT OR REQUESTS FOR PROPOSALS (RFPS). | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE FOUNDATION BOARD MEETS QUARTERLY TO APPROVE GRANT AWARDS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE LEE FOUNDATION IS A PRIVATE FAMILY FOUNDATION DEDICATED TO EDUCATION AND MENTAL HEALTH. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALBRIGHT-KNOX ART GALLERY | |||||||
| 1285 ELMWOOD AVENUE | BUFFALO | NY | 14222 | NONE | PUBLIC CHARITY | AK360 CAMPAIGN, CAMPUS EXPANSION, RENOVATION PROJECT | $50,000 |
| COMPEER WEST INC | |||||||
| 135 DELAWARE AVENUE SUITE 210 | BUFFALO | NY | 14202 | NONE | PUBLIC CHARITY | MENTAL HEALTH FIRST AID TRAINING | $25,000 |
| CRISIS SERVICES INC | |||||||
| 100 RIVER ROCK DRIVE SUITE 300 | BUFFALO | NY | 14207 | NONE | PUBLIC CHARITY | CRISIS INTERVENTION TRAINING PROJECT | $37,850 |
| D'YOUVILLE COLLEGE | |||||||
| 320 PORTER AVE | BUFFALO | NY | 14201 | NONE | PUBLIC CHARITY | PSYCH NP SCHOLARSHIPS | $35,000 |
| ERIE COMMUNITY COLLEGE FOUNDATION INC | |||||||
| 6205 MAIN STREET | BUFFALO | NY | 14221 | NONE | PUBLIC CHARITY | STEM SCHOLARSHIP | $13,426 |
| HABITAT FOR HUMANITY | |||||||
| 1675 SOUTH PARK AVENUE | BUFFALO | NY | 14220 | NONE | PUBLIC CHARITY | TRANSPORTATION OF MODULAR HOMES | $20,000 |
| JERICHO ROAD COMMUNITY HEALTH CENTER | |||||||
| 184 BARTON STREET | BUFFALO | NY | 14213 | NONE | PUBLIC CHARITY | MENTAL HEALTH PROFESSIONAL DEVELOPMENT GRANT | $9,800 |
| LT COL MATT URBAN HUMAN SERVICES CENTER OF WNY INC | |||||||
| 108 BROADWAY | BUFFALO | NY | 14212 | NONE | PUBLIC CHARITY | SUPPORTED EMPLOYMENT PROGRAM | $20,000 |
| OCEAN REEF COMMUNITY FOUNDATION | |||||||
| 200 ANCHOR DRIVE | KEY LARGO | FL | 33037 | NONE | PUBLIC CHARITY | DONOR ADVISED FUNDS | $93,500 |
| ROCHESTER INSTITUTE OF TECHNOLOGY | |||||||
| 1 LOMB MEMORIAL DRIVE | ROCHESTER | NY | 14623 | NONE | PUBLIC CHARITY | STEM SCHOLARSHIP | $20,000 |
| SAY YES - BUFFALO | |||||||
| 712 MAIN STREET | BUFFALO | NY | 14202 | NONE | PUBLIC CHARITY | STEM SCHOLARSHIP | $125,000 |
| ST LOUIS UNIVERSITY | |||||||
| 221 N GRAND BLVD | ST LOUIS | MO | 63103 | NONE | PUBLIC CHARITY | STEM SCHOLARSHIP | $160,000 |
| UNIVERSITY AT BUFFALO FOUNDATION | |||||||
| 901 KIMBALL TOWER | BUFFALO | NY | 14214 | NONE | PUBLIC CHARITY | MEDICAL SCHOOL PSYCHIATRY SCHOLARSHIPS | $64,000 |
| UNIVERSITY OF ROCHESTER | |||||||
| 300 EAST RIVER ROAD | ROCHESTER | NY | 14627 | NONE | PUBLIC CHARITY | STEM SCHOLARSHIP | $20,000 |
| WNY PUBLIC BROADCASTING ASSOCIATION | |||||||
| HORIZONS PLAZA 140 LOWER TERRACE | BUFFALO | NY | 14202 | NONE | PUBLIC CHARITY | MENTAL HEALTH INITIATIVE | $33,205 |
| CRISIS SERVICES INC | |||||||
| 100 RIVER ROCK DRIVE SUITE 300 | BUFFALO | NY | 14207 | NONE | PUBLIC CHARITY | CRISIS INTERVENTION TRAINING PROJECT | $36,150 |
| MENTAL HEALTH ADVOCATES OF WNY | |||||||
| 999 DELAWARE AVENUE | BUFFALO | NY | 14209 | NONE | PUBLIC CHARITY | SERVICE INNOVATION & IMPACT INITATIVE, ERIE COUNTY ANTI-STIGMA COALITION AWARENESS CAMPAIGN | $134,000 |
| TOURETTE ASSOCIATION OF AMERICA | |||||||
| 42-40 BELL BOULEVARD SUITE 205 | BAYSIDE | NY | 11361 | NONE | PUBLIC CHARITY | TOURETTE HEALTH AND EDUCATION PROGRAM | $25,000 |
| UNIVERSITY PSYCHIATRIC PRACTICE INC | |||||||
| 901 KIMBALL TOWER | BUFFALO | NY | 14214 | NONE | PUBLIC CHARITY | DOCTORAL PSYCHOLOGY INTERNSHIP PROGRAM | $37,500 |
| TELESCO CREATIVE GROUP | |||||||
| 344 DELAWARE AVE | BUFFALO | NY | 14202 | NONE | REED HIGGINS GRANT | BEKIND2THEMIND (PSA) | $182,170 |
| NAMI BUFFALO & ERIE COUNTY | |||||||
| 3176 ABBOTT ROAD | ORCHARD PARK | NY | 14127 | NONE | PUBLIC CHARITY | SPONSORSHIP | $2,000 |
| ECMC FOUNDATION | |||||||
| 462 GRIDER ST | BUFFALO | NY | 14215 | NONE | PUBLIC CHARITY | EMERGENCY DEPARTMENT CAPITAL CAMPAIGN | $25,000 |
| GERARD PLACE BUFFALO | |||||||
| 2515 BALEY AVE 1 | BUFFALO | NY | 14215 | NONE | PUBLIC CHARITY | SUPPORTED EMPLOYMENT PROGRAM | $50,000 |
| PEOPLE INC | |||||||
| 3826 MAIN STREET | BUFFALO | NY | 14226 | NONE | PUBLIC CHARITY | SUPPORTED EMPLOYMENT PROGRAM | $50,000 |
| CAMILLUS HOUSE BUFFALO | |||||||
| 1603 NW 7TH AVE | MIAMI | FL | 33136 | NONE | PUBLIC CHARITY | MENTAL HEALTH PROFESSIONAL DEVELOPMENT GRANT | $9,800 |
| CATHOLIC CHARITIES | |||||||
| 2495 MAIN STREET 412 | BUFFALO | NY | 14214 | NONE | PUBLIC CHARITY | MENTAL HEALTH PROFESSIONAL DEVELOPMENT GRANT | $6,850 |
| CHILD AND FAMILY SERVICES | |||||||
| 330 DELAWARE AVE | BUFFALO | NY | 14202 | NONE | PUBLIC CHARITY | MENTAL HEALTH PROFESSIONAL DEVELOPMENT GRANT | $9,750 |
| CAZENOVIA RECOVERY SYSTEMS INC | |||||||
| 1430 MAIN STREET | BUFFALO | NY | 14209 | NONE | PUBLIC CHARITY | MENTAL HEALTH PROFESSIONAL DEVELOPMENT GRANT | $7,757 |
| COMMUNITY CONCERN OF WNY | |||||||
| 6722 ERIE ROAD | DERBY | NY | 14047 | NONE | PUBLIC CHARITY | MENTAL HEALTH PROFESSIONAL DEVELOPMENT GRANT | $5,887 |
| BRING CHANGE TO MIND | |||||||
| 155 SANSOME STREET 530 | SAN FRANCISO | CA | 94104 | NONE | PUBLIC CHARITY | MENTAL HEALTH WORKFORCE SHORTAGE - BETWEEN THE LINES (PSA) | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,408,645 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MENTAL HEALTH ADVOCATES OF WNY | |||||||
| 999 DELAWARE AVENUE | BUFFALO | NY | 14209 | NONE | PUBLIC CHARITY | FUTURE PAYMENT | $66,000 |
| BRING CHANGE TO MIND | |||||||
| 155 SANSOME STREET 530 | SAN FRANCISO | CA | 94104 | NONE | PUBLIC CHARITY | FUTURE PAYMENT | $200,000 |
| ECMC FOUNDATION | |||||||
| 462 GRIDER ST | BUFFALO | NY | 14215 | NONE | PUBLIC CHARITY | FUTURE PAYMENT | $225,000 |
| GERARD PLACE BUFFALO | |||||||
| 2515 BALEY AVE 1 | BUFFALO | NY | 14215 | NONE | PUBLIC CHARITY | FUTURE PAYMENT | $50,000 |
| MATT URBAN HOPE CENTER | |||||||
| 385 PADEREWSKI DRIVE | BUFFALO | NY | 14212 | NONE | PUBLIC CHARITY | FUTURE PAYMENT | $20,000 |
| PEOPLE INC | |||||||
| 3826 MAIN STREET | BUFFALO | NY | 14226 | NONE | PUBLIC CHARITY | FUTURE PAYMENT | $50,000 |
| UNIVERSITY PSYCHIATRIC PRACTICE INC | |||||||
| 901 KIMBALL TOWER | BUFFALO | NY | 14214 | NONE | PUBLIC CHARITY | FUTURE PAYMENT | $264,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $875,750 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $174,957 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $584,161 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$42,439 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 03 | ExclusionCd |
| Exclusion | $3,115 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,550,266 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER K-1 INVESTMENT INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $33,328 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,303,388 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,303,388 | TotalIncomeProducingActyAmt |
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 | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| PATRICK W LEE UA 12-10-05 TRUST | |||||||
| 1 | 5166 MAIN STREET SUITE 303 | WILLIAMSVILLE | NY | 14221 | $349,536 | Yes (X) | Yes (X) |
| PATRICK P LEE | |||||||
| 2 | 13 SUNRISE CAY | KEY LARGO | FL | 14228 | $509,339 | Yes (X) | |
| CHARITABLE TRUST FBO PATRICK W LEE UA 12-10-05 | |||||||
| 3 | 5166 MAIN STREET SUITE 303 | WILLIAMSVILLE | NY | 14221 | $3,126,922 | Yes (X) | Yes (X) |
| PATRICK W LEE UA 12-10-05 TRUST | |||||||
| 4 | 5166 MAIN STREET SUITE 303 | WILLIAMSVILLE | NY | 14221 | $10,553,089 | Yes (X) | Yes (X) |
| PATRICK W LEE UA 12-10-05 TRUST | |||||||
| 5 | 5166 MAIN STREET SUITE 303 | WILLIAMSVILLE | NY | 14221 | $151,962 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ASSESTS WITHIN FIDELITY INVESTMENT ACCOUNT. | $349,536 | 2018-03-31 |
| 2 | 8035 SHARES OF VTSAX | $509,339 | 2018-12-18 |
| 3 | MARKETABLE SECURITIES AND PRIVATE EQUITY INVESTMENTS. | $3,077,491 | 2018-07-01 |
| 4 | MARKETABLE SECURITIES AND PRIVATE EQUITY INVESTMENTS. | $10,553,089 | 2018-07-01 |
| 5 | PRIVATE EQUITY INVESTMENTS. | $151,962 | 2018-07-01 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $13,384 | Amt |
| Net Investment Income | $1,338 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,046 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (17 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER | 2008-08-13 | $1,650 | $1,650 | SL | 3.000000000000 | $0 | $0 |
| OFFICE FURNITURE | 2008-12-19 | $37,717 | $35,221 | SL | 10.000000000000 | $2,496 | $0 |
| COMPUTER | 2009-10-14 | $1,550 | $1,550 | SL | 3.000000000000 | $0 | $0 |
| VIDEO EQUIPMENT | 2009-01-20 | $1,490 | $1,490 | SL | 5.000000000000 | $0 | $0 |
| OFFICE FURNITURE | 2009-01-27 | $2,113 | $1,882 | SL | 10.000000000000 | $211 | $0 |
| OFFICE FURNITURE | 2009-09-21 | $1,272 | $1,048 | SL | 10.000000000000 | $127 | $0 |
| COMPUTER | 2013-02-27 | $863 | $863 | SL | 3.000000000000 | $0 | $0 |
| WEBSITE | 2013-09-04 | $5,200 | $5,200 | SL | 3.000000000000 | $0 | $0 |
| COPY MACHINE | 2013-04-24 | $5,342 | $4,984 | SL | 5.000000000000 | $358 | $0 |
| WEBSITE | 2014-03-04 | $6,065 | $6,065 | SL | 3.000000000000 | $0 | $0 |
| COMPUTER | 2015-05-21 | $890 | $460 | SL | 5.000000000000 | $178 | $0 |
| LAPTOP/MONITOR | 2016-01-04 | $1,219 | $812 | SL | 3.000000000000 | $407 | $0 |
| SERVERS | 2016-04-04 | $4,231 | $2,468 | SL | 3.000000000000 | $1,410 | $0 |
| OFFICE FURNITURE | 2017-02-10 | $30,000 | $2,750 | SL | 10.000000000000 | $3,000 | $0 |
| NEW PHONE SYSTEM | 2017-02-27 | $2,895 | $483 | SL | 5.000000000000 | $579 | $0 |
| GRANT LIFECYCLE MANAGER | 2018-02-08 | $12,000 | SL | 3.000000000000 | $3,667 | $0 | |
| LAPTOP | 2018-12-11 | $1,827 | SL | 3.000000000000 | $51 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | AMENDED RETURN | IdentifierTxt |
| Form And Line Reference | FORM 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | THIS RETURN IS BEING AMENDED TO REPORT ACTUAL CONTRIBUTIONS FROM GIFTS, GRANTS, ETC. RECEIVED ON FORM 990-PF PART I LINE 1 COLUMN A. SCHEDULE B HAS ALSO BEEN UPDATED TO REPORT CORRECT AMOUNTS. IN ADDITION, FORM 990-PF PART II LINE 13 COLUMN B AND C HAVE BEEN UPDATED TO REPORT THE ACTUAL END OF YEAR VALUE. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ADAMAS OPPORTUNITIES, LP | FMV | $1,708,197 | $1,708,197 |
| ADAMAS PARTNERS, LP | FMV | $1,663,144 | $1,663,144 |
| AEW INVESTMENT | FMV | $2,196,345 | $2,196,345 |
| AG REALTY FUND IX (A) LP | FMV | $334,747 | $334,747 |
| AG REALTY FUND IX LP | FMV | $920,108 | $920,108 |
| COLCHESTER INVESTMENTS | FMV | $2,152,230 | $2,152,230 |
| DAVIDSON KEMPNER INSTITUTIONAL PARTNERS L.P. | FMV | $1,100,947 | $1,100,947 |
| FIDELITY INVESTMENTS | FMV | $22,706,482 | $22,706,482 |
| INVESTMENT IN SUMMIT ROCK: PRIVATE EQUITY | FMV | $904,399 | $904,399 |
| LAKEWOOD CAPITAL PARTNERS | FMV | $1,949,555 | $1,949,555 |
| LEE PRIVATE CHARITABLE CAPITAL | FMV | $998,320 | $998,320 |
| OLD KINGS CAPITAL | FMV | $1,646,590 | $1,646,590 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER | $1,650 | $1,650 | $0 |
| OFFICE FURNITURE | $37,717 | $37,717 | $0 |
| COMPUTER | $1,550 | $1,550 | $0 |
| VIDEO EQUIPMENT | $1,490 | $1,490 | $0 |
| OFFICE FURNITURE | $2,113 | $2,093 | $20 |
| OFFICE FURNITURE | $1,272 | $1,175 | $97 |
| COMPUTER | $863 | $863 | $0 |
| WEBSITE | $5,200 | $5,200 | $0 |
| COPY MACHINE | $5,342 | $5,342 | $0 |
| WEBSITE | $6,065 | $6,065 | $0 |
| COMPUTER | $890 | $638 | $252 |
| LAPTOP/MONITOR | $1,219 | $1,219 | $0 |
| SERVERS | $4,231 | $3,878 | $353 |
| OFFICE FURNITURE | $30,000 | $5,750 | $24,250 |
| NEW PHONE SYSTEM | $2,895 | $1,062 | $1,833 |
| GRANT LIFECYCLE MANAGER | $12,000 | $3,667 | $8,333 |
| LAPTOP | $1,827 | $51 | $1,776 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,038 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,038 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $4,418,626 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEMBERSHIP FEE | $6,385 | $0 | $6,385 |
| EQUIPMENT REPAIR & MAINTENANCE | $2,419 | $242 | $2,177 |
| MISCELLANEOUS EXPENSE | $5,054 | $0 | $5,054 |
| MARKETING & PUBLIC RELATIONS | $8,500 | $0 | $8,500 |
| POSTAGE, MAILING SERVICE | $974 | $0 | $974 |
| SUPPLIES | $2,187 | $219 | $1,968 |
| TELEPHONE-COMMUNICATIONS | $2,250 | $0 | $2,250 |
| INSURANCE - LIABILITY | $4,287 | $429 | $3,858 |
| PROFESSIONAL DEVELOPMENT | $6,248 | $0 | $6,248 |
| UTILITIES | $1,768 | $177 | $1,591 |
| NET RENTAL LOSS FROM K-1 INVESTMENTS | $42,439 | $42,439 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXCISE TAX | $3,115 | $3,115 | $3,115 |
| OTHER K-1 INVESTMENT INCOME | $33,328 | $32,908 | $33,328 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $275,940 | $275,940 | $0 |
| PAYROLL PROCESSING FEES | $1,143 | $92 | $1,051 |
| OUSTIDE CONTRACT SERVICES | $6,300 | $3,150 | $3,150 |
| CONSULTANT SERVICES | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $22,898 | $22,898 | $0 |
| PROPERTY TAXES | $1,920 | $192 | $1,728 |
| PAYROLL TAXES | $12,504 | $1,003 | $11,501 |
| NYS FILING FEE | $750 | $0 | $750 |
| NYS CT-13 TAXES | $250 | $250 | $0 |
| FEDERAL EXCISE TAXES | $21,121 | $0 | $0 |
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