2020-07-11T09:53:20-05:00 2019-12-31 PESTA FINNIE & ASSOCIATES LLP 6826 MORRISON BLVD CHARLOTTE NC 28211 990PF 2019-01-01 562114229 LEEOLOU FAMILY FOUNDATION C/O ETON ADVISORS LP % ETON ADVISORS LP LEEO 9194421550 5915 farrington road Suite 202 CHAPEL HILL NC 27517 STEPHEN R LEEOLOU Co-President 9194421550 2020-06-04 true vaLANA WOODSON P00967621 7043641829 71.71.135.111 56590920201935000007 2020-07-11 P B1DF61190FBA41FC4A6517B0FA11B01D1008607D B1DF61190FBA41FC4A6517B0FA11B01D1008607D 2019 2022-01-07 14:23:13Z X 406032 X 0 X 7895 8332 4491 30664 4180 1066 13452 12512 0 3500 3500 0 0 2070 2070 281 158 778 6629 5728 0 0 33000 33000 39629 5728 0 33000 -26177 6784 34703 11139 11139 594 471 471 201750 179331 229768 99549 97391 97667 39661 61748 66987 376257 350080 406032 0 0 X 376257 350080 376257 350080 376257 350080 376257 -26177 350080 350080 SEE STATEMENT A 25676 26484 -808 -808 CAPITAL GAIN DIVIDENDS P 4988 4180 false 17000 419083 0.040565 45278 444243 0.101922 20226 430065 0.04703 27825 471229 0.059048 8500 488774 0.01739 0.265955 0.053191 395635 21044 68 21112 33000 X 68 68 68 471 471 403 403 false false false false false false false true true NC true false false false false true N/A ETON ADVISORS LP 9194421550 5915 FARRINGTON ROAD STE 202 CHAPEL HILL NC 27517 false false false false false false false false false false false false false false false false false false false false false STEPHEN R LEEOLOU 1102 harbor drive delray beach FL 33483 Co-President 0 0 0 0 MARY DENISE LEEOLOU 1102 harbor drive delray beach FL 33483 Co-President 0 0 0 0 Brittney D Leeolou 1102 harbor drive Delray Beach FL 33483 Vice President 0 0 0 0 Collin M Leeolou 1102 harbor drive Delray Beach FL 33483 Treasurer 0 0 0 0 Stephen R Leeolou 1102 harbor drive Delray Beach FL 33483 Secretary 0 0 0 0 380699 20382 579 401660 0 401660 6025 395635 19782 19782 68 68 19714 19714 19714 33000 0 0 0 0 33000 68 32932 19714 0 2017 2016 2015 0 20776 20776 33000 0 19714 13286 34062 0 0 0 0 34062 20776 13286 STEPHEN R LEEOLOU AND MARY DENISE NONE X DIOCESAN SUPPORT APPEAL - DIOCESE OF CHARLOTTE 1123 S Church St Charlotte NC 28203 NONE PC General Purpose Support 3000 Diocesan Services Appeal- Diocese of Palm Beach PO Box 109650 West Palm Beach FL 33410 None PC General Purpose Support 3000 ASPCA 424 E 92nd St New York NY 10128 NONE PC general purpose support 1000 special love 11911 freedom dr suite 850 Reston VA 20190 none PC general purpose support 2000 The Humane Society of the US 1225 23rd Street NW Suite 450 Washington DC 20037 None PC general purpose support 1000 St Jude Childrens Hospital 262 Danny Thomas Place MEmphis TN 38105 none PC general purpose support 7000 Special Olympics 1133 19th Street NW Washington DC 20036 NONE PC general purpose support 1000 Cure Alzheimer's Fund 650 Smithfield St Pittsburgh PA 15222 none PC general purpose support 2000 Everytown for Gun Safety Support Fund PO Box 3886 New York NY 10017 none PC general purpose support 10000 Alzheimer's Association 225 N Michigan Ave Floor 17 Chicago IL 60601 none PC general purpose support 500 El Paso Community Foundation 333 N Oregon St Ste 2 El Paso TX 79901 none PC general purpose support 2000 Epilepsy Foundation 8301 Professional Place West suite Landover MD 20785 none PC general purpose support 500 33000 14 7895 18 4491 NON-DIVIDEND DISTRIBUTIONS 14 1066 13452 13452 false false false false false false false false false false TAX PREPARATION FEES 3500 3500 CORPORATE BONDS - SEE STMT B 97391 97667 US EQUITIES - SEE STATEMENT B 68958 114767 EMERG MRKTS - SEE STATEMENT B 6889 7787 GLOBAL - SEE STATEMENT B 5999 5957 OTH EQUITIES - SEE STATEMENT B 97485 101257 INT'L EQUITIES-SEE STATEMENT B 31893 45400 49405 COMMODITIES - SEE STATEMENT B 7768 16348 17582 MISCELLANEOUS EXPENSE 778 NON-DIVIDEND DISTRIBUTIONS 1066 INVESTMENT MANAGEMENT FEES 2070 2070 FOREIGN TAX 158 158 FEDERAL INCOME TAX 123