2020-04-17T14:06:40-05:00 2019-12-31 Foundation Source One Hollow Ln Ste 212 Lake Success NY 11042 990PF 2019-01-01 262934869 Matthew D and Katherine H Lee Foundation % Foundation Source MATT 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 MATTHEW D LEE President 8008391754 2020-03-15 true Jeffrey D Haskell P01345770 8008391754 68.194.129.137 06391520201085000040 2020-04-17 P 2E580382B6EC9A3FAB9C3255FF56957C9676C3F6 D2746C13DFDED97F2954BEA0DC7B7E2EDF81EBF0 2019 2020-11-19 02:30:22Z X 2456872 X 0 X 959 959 50841 50841 190039 1185955 190039 241839 241839 0 24090 24090 7859 5045 20 5025 36994 24110 5025 393928 393928 430922 24110 398953 -189083 217729 191976 149927 149927 1831620 1684586 2306945 2023596 1834513 2456872 0 0 X 2023596 1834513 2023596 1834513 2023596 1834513 2023596 -189083 1834513 1834513 Publicly-traded Securities 1185955 995916 190039 190039 190039 false 877025 2930388 0.299286 876725 3390172 0.258608 935025 3545507 0.263721 897025 4359373 0.205769 500025 3631864 0.137677 1.165061 0.233012 2357203 549257 2177 551434 398953 4355 4355 4355 4400 4400 X 45 45 false false false false false false false true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Matthew D Lee Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec 1.0 0 0 0 2115138 277961 0 2393099 0 2393099 35896 2357203 117860 117860 4355 4355 113505 113505 113505 398953 0 0 0 0 398953 398953 113505 2017 2016 2015 319613 682178 761475 712175 738965 3214406 398953 113505 285448 3499854 0 319613 3180241 682178 761475 712175 738965 285448 Matthew D Lee X ARCHDIOCESE OF WASHINGTON PO BOX 29260 WASHINGTON DC 20017 N/A PC Education Fund 200000 BRITISH SCHOOLS AND UNIVERSITIES FOUNDATION INC 575 MADISON AVE STE 1006 NEW YORK NY 10022 N/A PC Piano Scholarship FUNd 6640 CENTER OF CARE INC 6305 EMERALD PKWY DUBLIN OH 43016 N/A PC General & Unrestricted 2000 DAKOTA STATE UNIVERSITY FOUNDATION 820 N WASHINGTON AVE MADISON SD 57042 N/A PC General & Unrestricted 1000 GLOBAL FUND FOR FORGOTTEN PEOPLE ORDER OF MALTA IN 3705 LELAND ST CHEVY CHASE MD 20815 N/A PC General & Unrestricted 100000 HOLY FAMILY HOSPITAL OF BETHLEHEM FOUNDATION 2000 P ST NW STE 310 WASHINGTON DC 20036 N/A PC General & Unrestricted 5000 HUFS FOUNDATION OF SOUTHERN CALIFORNIA 3530 WILSHIRE BLVD STE 1350 LOS ANGELES CA 90010 N/A PC General & Unrestricted 32000 KOREAN COMMUNITY SERVICE CENTER OF GREATER WASHING 7700 LITTLE RIVER TPKE STE 406 ANNANDALE VA 22003 N/A PC General & Unrestricted 10000 SOVEREIGN MILITARY ORDER OF MALTA FEDERAL ASSOCIAT 1730 M ST NW STE 403 WASHINGTON DC 20036 N/A PC Federal Association's Annual Stewardship Appeal fund 10000 SOVEREIGN MILITARY ORDER OF MALTA FEDERAL ASSOCIAT 1730 M ST NW STE 403 WASHINGTON DC 20036 N/A PC Lourdes Endowment Fund 7288 SOVEREIGN MILITARY ORDER OF MALTA FEDERAL ASSOCIAT 1730 M ST NW STE 403 WASHINGTON DC 20036 N/A PC Lourdes Endowment FUND 15000 ST ANTHONY CATHOLIC CHURCH 901 NE 2ND ST FORT LAUDERDALE FL 33301 N/A PC General & Unrestricted 5000 393928 14 959 14 50841 18 190039 241839 241839 false false false false false false false false false false ALPHABET INC CL A 111235 160727 AMAZON COM 66342 110870 AMGEN INC 84502 132589 APPLE INC 69863 176189 AVALONBAY CMNTYS INC 30175 31455 BANK OF AMERICA CORP 62013 123270 BERKSHIRE HATHAWAY INC. 98165 135900 CHEVRON CORP 56646 60255 CISCO SYSTEMS INC 55760 47960 CONOCOPHILLIPS 18726 19509 EXELON CORPORATION 25306 22795 EXXON MOBIL CORP 19964 17445 FACEBOOK INC 73672 112888 HOME DEPOT INC 47016 65514 HONEYWELL INTL 51407 53100 ISHARES S&P U.S. PREFERRED STO 365391 375899 JOHNSON & JOHNSON 113389 145870 JP MORGAN CHASE 70536 146370 MASTERCARD INC 61283 74648 MEDICAL PROPERTIES TRUST, INC 26245 31665 PEPSICO INC 31616 34168 TESLA MOTORS INC 59021 125499 UNITED RENTALS INC 55931 66708 WAL-MART STORES INC 30382 35652 Administrative Fees 5000 5000 Bank Charges 20 20 State or Local Filing Fees 25 25 Investment Management Services 24090 24090 990-PF Estimated Tax for 2019 4400 990-PF Excise Tax for 2018 3459