BETA

LEE FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
LEE FOUNDATION (EIN 59-6148803)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-08
IRS object ID
202021609349100432
Schema version
2019v5.1
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)
Return2020-06-08T13:48:55-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN596148803EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Lee FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLEEFBusinessNameControlTxt
Phone4078572835PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16509 Hazeltine National Dr No SteAddressLine1Txt
CityOrlandoCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32822ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRichard LeePersonNm
Person TitleTrusteePersonTitleTxt
Phone4078572835PhoneNum
Signature2020-06-08SignatureDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,236,995FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$7,500ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$9,806InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9,806InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$9,806InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$39,991DividendsRevAndExpnssAmt
Dividends Net Invst Incm$39,991DividendsNetInvstIncmAmt
Dividends Adj Net Incm$39,991DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$646NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$197,163GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$646CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$57,943TotalRevAndExpnssAmt
Total Net Invst Incm$50,443TotalNetInvstIncmAmt
Total Adj Net Incm$49,797TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$5,500TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,500TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$5,500TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,500TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,500TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,500TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$72,690ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$72,690ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$78,190TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,500TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$78,190TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$20,247ExcessRevenueOverExpensesAmt
Net Investment Income$44,943NetInvestmentIncomeAmt
Adjusted Net Income$49,797AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,105CashBOYAmt
Cash EOY$179,173CashEOYAmt
Cash EOYFMV$179,173CashEOYFMVAmt
Other Nts And Loans Rcvbl-$151OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$176,800OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY-$151OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV-$151OtherNtsAndLoansRcvblEOYFMVAmt
Other Investments BOY$1,562,435OtherInvestmentsBOYAmt
Other Investments EOY$1,548,071OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,057,973OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,747,340TotalAssetsBOYAmt
Total Assets EOY$1,727,093TotalAssetsEOYAmt
Total Assets EOYFMV$2,236,995TotalAssetsEOYFMVAmt
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$1,747,340RetainedEarningBOYAmt
Retained Earning EOY$1,727,093RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,747,340TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,727,093TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,747,340TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,727,093TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,747,340TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$20,247ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,727,093SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,727,093TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UBS FINANCIALP2019-01-252019-12-31$1,191$1,214-$23-$23
UBS FINANCIALP2018-02-202019-12-31$48,982$49,734-$752-$752
UBS FINANCIALP2018-03-012019-12-31$126,320$145,569-$19,249-$19,249
Capital Gains DividendsP$20,670$20,670$20,670
FieldValueIRS element (for citing)
Capital Gain Net Income$646CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$23NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$79,659AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,633,906NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048754DistributionYr1Rt
Adjusted Qlfy Distri Yr2$74,813AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,533,640NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048781DistributionYr2Rt
Adjusted Qlfy Distri Yr3$78,415AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,481,572NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.052927DistributionYr3Rt
Adjusted Qlfy Distri Yr4$71,767AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,459,046NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.049188DistributionYr4Rt
Adjusted Qlfy Distri Yr5$74,950AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,310,257NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.057203DistributionYr5Rt
Total Distribution0.256853TotalDistributionRt
Average Distribution0.051371AverageDistributionRt
Net Vl Noncharitable Assets$1,713,410NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$88,020AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$449NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$88,469AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$78,190QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$899InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$899SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$899TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,717EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,717TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$818OverpaymentAmt
Applied To ES Tax$818AppliedToESTaxAmt
Refund$0RefundAmt

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
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (1)PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksAnn IshenkoIndividualWithBooksNm
Phone4078572835PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16509 Hazeltine National Drive Ste 6AddressLine1Txt
CityOrlandoCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32822ZIPCd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Richard T Lee
PO Box 2113OrlandoFL32802Co-Trustee0.00$0$0$0
Kathleen S Lee
PO Box 2113OrlandoFL32802Co-Trustee0.00$0$0$0
Thomas G Lee II
PO Box 2113OrlandoFL32802Co-Trustee0.00$0$0$0
Lorrayne L Barrow
PO Box 2113OrlandoFL32802Co-Trustee0.00$0$0$0
Michelle L Johnson
PO Box 2113OrlandoFL32802Co-Trustee0.00$0$0$0
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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NoneDescription1Txt
Expenses1$0Expenses1Amt

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$1,681,335AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$58,168AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,739,503TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,739,503AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,093CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,713,410NetVlNoncharitableAssetsAmt
Minimum Investment Return$85,671MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$78,190ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$78,190QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$78,190AdjustedQualifyingDistriAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$49,797CurrentYearAmt
Year1$51,138Year1Amt
Year2$50,758Year2Amt
Year3$41,254Year3Amt
Total$192,947TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$42,327CurrentYearAmt
Year1$43,467Year1Amt
Year2$43,144Year2Amt
Year3$35,066Year3Amt
Total$164,005TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$78,190CurrentYearAmt
Year1$79,659Year1Amt
Year2$74,813Year2Amt
Year3$78,415Year3Amt
Total$311,077TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$78,190CurrentYearAmt
Year1$79,659Year1Amt
Year2$74,813Year2Amt
Year3$78,415Year3Amt
Total$311,077TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$57,114CurrentYearAmt
Year1$54,463Year1Amt
Year2$51,121Year2Amt
Year3$49,386Year3Amt
Total$212,084TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonRichard T LeeRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line16509 Hazeltine National Dr Ste6AddressLine1Txt
CityOrlandoCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32822ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4078572835RecipientPhoneNum
Recipient Email AddressANN@LEEVISTACENTER.COMRecipientEmailAddressTxt
Form And Info And MaterialsLetter stating purpose of request and if applicant approved by 501(c)(3)FormAndInfoAndMaterialsTxt
Submission DeadlinesJanuary 31 each yearSubmissionDeadlinesTxt
Restrictions On AwardsMajor effort in Central Florida areaRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (74 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
A Gift of Teaching
6501 Magic WayOrlandoFL32809N/A501(c)(3) EntityFund Charitable Activities$500
Achievement Academy
716 E Bella Vista StLakelandFL33805N/A501(c)(3) EntityFund Charitable Activities$1,000
Adult Literacy League Inc
345 W Michigan StreetOrlandoFL32806N/A501(c)(3) EntityFund Charitable Activities$500
Alzheimer Resource Center
1506 Lake Highland DriveOrlandoFL32803N/A501(c)(3) EntityFund Charitable Activities$2,100
American Cancer Society
507 N New York AveWinter ParkFL32789N/A501(c)(3) EntityFund Charitable Activities$100
American Diabetes Association
2451 Crystal DriveArlingtonVA22202N/A501(c)(3) EntityFund Charitable Activities$100
American Friends of DVI
P O Box 127New YorkNY10185N/A501(c)(3) EntityFund Charitable Activities$1,000
Arnold and Winnie Palmer Foundation
9000 Bay Hill BlvdOrlandoFL32802N/A501(c)(3) EntityFund Charitable Activities$100
Bach Festival Society
1000 Holt AveWinter ParkFL32789N/A501(c)(3) EntityFund Charitable Activities$1,000
Big Brothers Big Sister
807 S Orlando AvenueWinter ParkFL32789N/A501(c)(3) EntityFund Charitable Activities$1,000
Bishop Moore Catholic HS
3901 Edgewater DriveOrlandoFL32804N/A501(c)(3) EntityFund Charitable Activities$100
Boy Scouts of America
1951 South Orange Blossum TrailApopkaFL32703N/A501(c)(3) EntityFund Charitable Activities$1,000
Boys & Girls Club Central Florida
Po Box 2987OrlandoFL32802N/A501(c)(3) EntityFund Charitable Activities$3,500
Carolyn Taggert MS
1530 Waterwitch DriveOrlandoFL32806N/A501(c)(3) EntityFund Charitable Activities$200
Celebration Foundation
610 Sycamore StreetCelebrationFL34747N/A501(c)(3) EntityFund Charitable Activities$500
Center for Independent Living
720 N Denning DriveWinter ParkFL32789N/A501(c)(3) EntityFund Charitable Activities$500
Central Care Mission
4022 Teriwood AveOrlandoFL32812N/A501(c)(3) EntityFund Charitable Activities$2,500
Chandler's Legacy
3229 Countryside View DrSt CloudFL34772N/A501(c)(3) EntityFund Charitable Activities$500
Children's Home Society
1458 S Semoran BlvdWinter ParkFL32792N/A501(c)(3) EntityFund Charitable Activities$1,000
Christian Service Center
808 West Center BlvdOrlandoFL32805N/A501(c)(3) EntityFund Charitable Activities$200
Council of 101 OMA
2416 North Mills AveOrlandoFL32803N/A501(c)(3) EntityFund Charitable Activities$3,500
Edgewater Pop Warner
1226 Mount Vernon StreetOrlandoFL32803N/A501(c)(3) EntityFund Charitable Activities$500
Edgewood Childrens Ranch
1451 Edgewood Ranch RoadOrlandoFL32835N/A501(c)(3) EntityFund Charitable Activities$500
Elevate Orlando
Po Box 940633MaitlandFL32794N/A501(c)(3) EntityFund Charitable Activities$3,000
Emmanuel College
Po Box 129Franklin SpringsGA30639N/A501(c)(3) EntityFund Charitable Activities$100
Enzian Theater
1300 S Orlando AvenueMaitlandFL32751N/A501(c)(3) EntityFund Charitable Activities$1,000
Fighting for our Heroes
2763 Scarborough DriveKississmeeFL34744N/A501(c)(3) EntityFund Charitable Activities$1,000
First Baptist Church Barefoot Bay
303 Barefoot BlvdSebastianFL32976N/A501(c)(3) EntityFund Charitable Activities$1,000
First Prebysterian Church
106 East Church StreetorlandoFL32801N/A501(c)(3) EntityFund Charitable Activities$300
Fort Christmas Historical
Po Box 1016ChristmasFL32709N/A501(c)(3) EntityFund Charitable Activities$100
Golden Retriever Rescue
Po Box 1449GoldenrodFL32733N/A501(c)(3) EntityFund Charitable Activities$2,000
Health Care Center for Homeless
232 N Orange Blossom TrailOrlandoFL32805N/A501(c)(3) EntityFund Charitable Activities$1,000
Hope
319 S Elm AveSanfordFL32771N/A501(c)(3) EntityFund Charitable Activities$1,000
Impower
3157 N Alafaya TrailOrlandoFL32826N/A501(c)(3) EntityFund Charitable Activities$2,000
Jeanette Henry Ministries Wives Endow
3000 S John Young PkwyOrlandoFL32805N/A501(c)(3) EntityFund Charitable Activities$100
Junior Achievement
2121 Camden RoadOrlandoFL32803N/A501(c)(3) EntityFund Charitable Activities$2,000
Kids Beating Cancer
228 E Winter Park StOrlandoFL32804N/A501(c)(3) EntityFund Charitable Activities$500
Lake Junaluska Assembly
Po Box 67Lake JunaluskaNC28745N/A501(c)(3) EntityFund Charitable Activities$100
Lighthouse Central Florida
215 East New Hampshire StreetorlandoFL32804N/A501(c)(3) EntityFund Charitable Activities$2,000
Michelle Puppets
4420 Parkway Commerce BlvdOrlandoFL32808N/A501(c)(3) EntityFund Charitable Activities$2,500
Midwest Food Bank
5601 Division DriveFort MyersFL33905N/A501(c)(3) EntityFund Charitable Activities$200
Mission to the World
Po Box 744165AtlantaGA30374N/A501(c)(3) EntityFund Charitable Activities$500
Music Mission Kiev
286 Wilshire BlvdCasselberryFL32707N/A501(c)(3) EntityFund Charitable Activities$700
Nami Greater Orlando
5051 North LaneOrlandoFL32808N/A501(c)(3) EntityFund Charitable Activities$1,000
Nathaniels Hope
2300 Jetport DriveOrlandoFL32809N/A501(c)(3) EntityFund Charitable Activities$1,000
National Audobon Society
1101 Audubon WayMaitlandFL32751N/A501(c)(3) EntityFund Charitable Activities$200
Orange Audobon Society
1101 Audubon WayMaitlandFL32751N/A501(c)(3) EntityFund Charitable Activities$1,000
Orlando Compact
Po Box 1073OrlandoFL32802N/A501(c)(3) EntityFund Charitable Activities$1,500
Orlando Day Nursery
626 Lake Dot CircleOrlandoFL32801N/A501(c)(3) EntityFund Charitable Activities$2,500
Orlando Health Foundation
3160 Southgate Commerce BlvdOrlandoFL32806N/A501(c)(3) EntityFund Charitable Activities$100
Orlando Museum of Art
Council of 101OrlandoFL32803N/A501(c)(3) EntityFund Charitable Activities$250
Orlando Union Rescue Mission
Po Box 2791OrlandoFL32802N/A501(c)(3) EntityFund Charitable Activities$1,000
Park Lake First Prebysterian Church
106 East Church StreetorlandoFL32801N/A501(c)(3) EntityFund Charitable Activities$100
Paws for Purple Hearts
5860 Labath AveRohnert ParkCA94928N/A501(c)(3) EntityFund Charitable Activities$200
Peggy Adams Animal Rescue
3200 N Military TrailWest Palm BeachFL33409N/A501(c)(3) EntityFund Charitable Activities$500
Quest
500 E Colonial DriveOrlandoFL32803N/A501(c)(3) EntityFund Charitable Activities$2,000
Rotary Foundation
Po Box 560388OrlandoFL32856N/A501(c)(3) EntityFund Charitable Activities$100
Salvation Army
416 W Colonial DrOrlandoFL32804N/A501(c)(3) EntityFund Charitable Activities$2,500
Samaritan Village
Po Box 149599OrlandoFL32814N/A501(c)(3) EntityFund Charitable Activities$2,500
Seniors First
5395 L B McLeod RoadOrlandoFL32811N/A501(c)(3) EntityFund Charitable Activities$2,000
Shepherds Hope
4851 S Apopka Vineland RoadOrlandoFL32819N/A501(c)(3) EntityFund Charitable Activities$100
Southeastern Food Bank
Po Box 770451Winter GardenFL34777N/A501(c)(3) EntityFund Charitable Activities$1,000
Sunshine State Superkids
363 Sky Valley StreetClermontFL34711N/A501(c)(3) EntityFund Charitable Activities$500
SVC
300 Fraser Purchase RdLatrobePA15650N/A501(c)(3) EntityFund Charitable Activities$100
Talias Legacy
1521 Hunters Mill PlaceOviedoFL32765N/A501(c)(3) EntityFund Charitable Activities$500
Temple of Faith Church
1028 S Marvin Zanders AveApopkaFL32703N/A501(c)(3) EntityFund Charitable Activities$700
The 40 Center
946 North Mills AveOrlandoFL32803N/A501(c)(3) EntityFund Charitable Activities$1,000
The First Tee of Central Florida
199 E Welbourne AvenueWinter ParkFL32789N/A501(c)(3) EntityFund Charitable Activities$500
The Florida Wildlife Federation
Po Box 6870TallahasseeFL32314N/A501(c)(3) EntityFund Charitable Activities$100
Touching Lives Behind Bars
Po Box 1146SharpesFL32959N/A501(c)(3) EntityFund Charitable Activities$240
UCP of Central Florida
1221 W Colonial DriveOrlandoFL32804N/A501(c)(3) EntityFund Charitable Activities$3,000
Volusia County 4H Assoc
123 W Indiana AveDelandFL32720N/A501(c)(3) EntityFund Charitable Activities$1,000
Winter Park Day Nursery
741 S Pennsylvania AveWinter ParkFL32789N/A501(c)(3) EntityFund Charitable Activities$2,000
Youth Conference Ministries
1200 Mountain Creek RoadChattanoogaTN37405N/A501(c)(3) EntityFund Charitable Activities$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$72,690TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$9,806RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$39,991RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$646RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$50,443RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$50,443TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

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

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3Enables the Foundation to accomplish its charitable purpose
4Enables the Foundation to accomplish its charitable purpose
8Enables the Foundation to accomplish its charitable purpose

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 Line1Festival Independencia DominicanaBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1102 Cherrywood CtAddressLine1Txt
CityKissimmeeCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34763ZIPCd
FieldValueIRS element (for citing)
Total Contributions$7,500TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationNot required, per Attorney General's officeExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Brokerage AccountAT COST$1,348,071$1,857,973
Investment Bank StockAT COST$200,000$200,000

Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2

Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp

Organization501c3 Name Organization501c3Name

FieldValueIRS element (for citing)
Business Name Line1Famlee Investment CompanyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Balance Due$0BalanceDueAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Independencia DominicaBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1102 Cherrywood CtAddressLine1Txt
CityKissimmeeCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34743ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTaxes PaidCategoryTxt
Amt$5,500Amt
Net Investment Income$5,500NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$5,500DisbursementsCharitablePrpsAmt

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