LEE FAMILY FOUNDATION TR: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LEE FAMILY FOUNDATION TR (EIN 04-6919219)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-01
- IRS object ID
- 201901219349100030
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Notes Loans Rcvbl Short Sch2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-01T11:34:56-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131971216 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSES & SCHREIBER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HUNTINGTON QUADRANGLE SUITE 4S0 | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | 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 | 046919219 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEEF | BusinessNameControlTxt |
| Phone | 9412608826 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1439 SOUTH LAKESHORE DRIVE | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34231 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN J LEE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9412608826 | PhoneNum |
| Signature | 2019-04-16 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY E SCHREIBER | PreparerPersonNm |
| PTIN | P01317843 | PTIN |
| Phone | 5163527700 | PhoneNum |
| Preparation | 2019-04-22 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.220.11.250 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-01 | IPDt |
| IP Tm | 11:34:56 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 738D053DD3CE16BA5EB760A6CEF797FE56A3AFC1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 99B98D0E84E93218DB624343C47139D04B10BA14 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,429,920 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $29 | InterestOnSavRevAndExpnssAmt |
| Interest On Savings Adj Net Incm | $29 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $32,488 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,488 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $32,488 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,403 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $54,174 | GrossSalesPriceAmt |
| Total Rev And Expnss | $52,920 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $32,488 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $32,517 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $4,615 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,615 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $928 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $928 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,689 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,689 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $11,232 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,232 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,232 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,232 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,688 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,256 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $32,517 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $43,499 | CashBOYAmt |
| Cash EOY | $67,767 | CashEOYAmt |
| Cash EOYFMV | $67,767 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $12,487 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,141 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,141 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $315,354 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $302,786 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $315,354 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $315,354 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $718,005 | CorporateStockBOYAmt |
| Corporate Stock EOY | $713,158 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,024,077 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $26,065 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,784 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,581 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,102,842 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,123,204 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,429,920 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,102,842 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,123,204 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,102,842 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,123,204 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,102,842 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,123,204 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,102,842 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,688 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,123,530 | SubtotalAmt |
| Other Decreases | $326 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,123,204 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $17,015 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,382,473 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.012308 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $60,360 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,262,929 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047794 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $66,560 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $996,168 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.066816 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $111,935 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,082,355 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.103418 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $215,707 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,067,632 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.202042 | DistributionYr5Rt |
| Total Distribution | 0.432378 | TotalDistributionRt |
| Average Distribution | 0.086476 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,167,124 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $100,928 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $213 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $101,141 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $21,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $425 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $425 | SubtotalAmt |
| Tax Based On Investment Income | $425 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $375 | OverpaymentAmt |
| Applied To ES Tax | $375 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSES AND SCHREIBER LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5163527700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HUNTINGTON QUAD STE 4S05 | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| STEVEN J LEE | ||||||||
| 1439 SOUTH LAKESHORE DRIVE | SARASOTA | FL | 34231 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| KAREN A LEE | ||||||||
| 1439 SOUTH LAKESHORE DRIVE | SARASOTA | FL | 34231 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| JUSTIN S LEE | ||||||||
| 1207 N LAKESHORE DRIVE | SARASOTA | FL | 34231 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| MEGAN A LEE | ||||||||
| 8 PERKINS ROAD | MIDDLETOWN | MA | 01949 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,102,771 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $69,696 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,430 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,184,897 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,184,897 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,773 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,167,124 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,356 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,356 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $425 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $425 | TotalTaxAmt |
| Distributable Before Adj | $57,931 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $57,931 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $57,931 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $21,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $21,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $57,931 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $112,896 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $59,331 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $18,264 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $190,491 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $21,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $36,931 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $36,931 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $153,560 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $75,965 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $77,595 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $59,331 | ExcessFromYear4Amt |
| Excess From Year3 | $18,264 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEVEN J LEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1439 SOUTH LAKESHORE DRIVE | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34231 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9412608826 | RecipientPhoneNum |
| Form And Info And Materials | A LETTER WITH FULL DESCRIPTION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SUBJECT TO VOTE BY TRUSTEES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | ||||||
| PO BOX 96011 | WASHINGTON | DC | 200906011 | CHARITABLE | $250 | |
| COMPASSION & CHOICES | ||||||
| PO BOX 485 | ETNA | NH | 03750 | CHARITABLE | $350 | |
| GARY SINISE FOUNDATION | ||||||
| PO BOX 50008 | STUDIO CITY | CA | 916155001 | CHARITABLE | $250 | |
| HONOR ANIMAL RESCUE | ||||||
| 8435 COOPER CREEK BLVD | BRADENTON | FL | 34201 | CHARITABLE | $2,500 | |
| LEUKEMIA & LYMPHOMA FDN | ||||||
| PO BOX 98018 | WASHINGTON | DC | 200908018 | CHARITABLE | $100 | |
| MARINE CORP HERITAGE | ||||||
| 3800 FETTLER PARK DR | DUMFRIES | VA | 22025 | CHARITABLE | $200 | |
| RINGLING MUSEUM FOUNDATION | ||||||
| 5401 BAY SHORE RD | SARASOTA | FL | 34236 | CHARITABLE | $2,500 | |
| SALVATION ARMY | ||||||
| 1400 10TH STREET | SARASOTA | FL | 34236 | CHARITABLE | $1,000 | |
| SARASOTA OPERA HOUSE | ||||||
| 61 N PINEAPPLE AVE | SARASOTA | FL | 34236 | CHARITABLE | $1,000 | |
| SARASOTA ORCHESTRA | ||||||
| 709 N TAMIAMI TRAIL | SARASOTA | FL | 34236 | CHARITABLE | $1,000 | |
| SELBY GARDENS | ||||||
| 900 S PALM AVE | SARASOTA | FL | 34236 | CHARITABLE | $300 | |
| SPANISH POINT | ||||||
| 337 N TAMIAMI TRAIL | SARASOTA | FL | 34229 | CHARITABLE | $150 | |
| ST JUDE | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | CHARITABLE | $250 | |
| UNITED SERVICE ORGANIZATION | ||||||
| PO BOX 108 | JACKSONVILLE | FL | 32212 | CHARITABLE | $500 | |
| VAN WEZEL FOUNDATION | ||||||
| 777 N TAMIAMI TRAIL 3RD | SARASOTA | FL | 34236 | CHARITABLE | $4,000 | |
| VET FOREIGN WARS | ||||||
| PO BOX 1437 ROOM 217 | ST PETERSBURG | FL | 33731 | CHARITABLE | $200 | |
| WUSF | ||||||
| 4202 EAST FOWLER AVENUE | TAMPA | FL | 33620 | CHARITABLE | $100 | TVB100 |
| ALOIS ALZHEIMER | ||||||
| 70 DAMON RD | CINCINNATI | OH | 45218 | CHARITABLE | $1,000 | |
| JUDICIAL WATCH | ||||||
| 425 THIRD STREET SW | WASHINGTON | DC | 20024 | CHARITABLE | $500 | STE 800 |
| MEMORIAL SLOAN KETTERING | ||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | CHARITABLE | $500 | |
| NATIONAL LAW ENFORCEMENT | ||||||
| 901 E STREET NW | WASHINGTON | DC | 20004 | CHARITABLE | $50 | STE 100 |
| RINGLING LIBRARY | ||||||
| 2700 BRADENTON ROAD | SARASOTA | FL | 34234 | CHARITABLE | $500 | |
| RADIO AMERICA | ||||||
| 1100 NORTH GLEBE ROAD | ARLINGTON | VA | 22201 | CHARITABLE | $350 | |
| WOUNDED WARRIOR | ||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | CHARITABLE | $100 | |
| VINTAGE PAWS | ||||||
| 7950 STATE ROAD 72 | SARASOTA | FL | 34236 | CHARITABLE | $500 | |
| SPARK GAREN CORBETT | ||||||
| PO BOX 1806 | NEW YORK | NY | 10159 | CHARITABLE | $200 | |
| COMPANION FOR HEROS | ||||||
| 620 SEA ISLAND ROAD | SAINT SIMONS ISLAND | GA | 31522 | CHARITABLE | $250 | STE 148 |
| LEADERSHIP INSTITUTE CAMPUS REFORM | ||||||
| 1101 NORTH HIGHLAND ST | ARLINGTON | VA | 22201 | CHARITABLE | $1,750 | |
| RED CROSS | ||||||
| PO BOX 37839 | BOONE | IA | 50037 | CHARITABLE | $100 | |
| PRAGER UNIVERSITY | ||||||
| 15021 VENTURA BLVD 552 | SHERMAN OAKS | CA | 91403 | CHARITABLE | $500 | |
| PINEVIEW ASSOCIATION INC | ||||||
| 1 PYTHON PATH | OSPREY | FL | 34229 | CHARITABLE | $50 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,488 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 26 | ExclusionCd |
| Exclusion | $20,403 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $52,920 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $52,920 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,615 | Amt |
| Net Investment Income | $4,615 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | FIDELITY 34259 | AssetDesc |
| Acquired | 2014-01 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2018-12 | SoldDt |
| Gross Sales Price | $54,174 | GrossSalesPriceAmt |
| Basis | $33,771 | BasisAmt |
| Total Net | $20,403 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (43 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOT LABS | $19,351 | $42,458 |
| ACCENTURE PLC CLS A | $9,544 | $23,267 |
| ALTRIA GROUP | $11,334 | $8,495 |
| APPLE INC | $26,671 | $39,593 |
| AT&T INC | $29,688 | $27,027 |
| BB&T | $27,625 | $33,920 |
| BCE INC | $24,972 | $22,137 |
| BECTON DICKSON CO | $13,819 | $39,431 |
| CHEVRON CORP NY | $24,422 | $25,130 |
| CISCO SYS INC COM | $13,973 | $22,532 |
| COCA COLA | $18,001 | $25,096 |
| CVS HEALTH CORP COR | $19,774 | $15,921 |
| DEERE & COMPANY | $15,529 | $26,851 |
| DIAGEO ADR EACH REPR 4 ORD | $18,089 | $27,651 |
| EVERSOURCE ENERGY COM | $17,137 | $31,219 |
| EXXON MOBILE CORP | $33,160 | $27,003 |
| GENUINE PARTS | $13,994 | $21,605 |
| INTEL CORP | $14,575 | $25,248 |
| INTL BUSINESS MACHINES | $23,175 | $17,619 |
| JOHNSON & JOHNSON | $23,452 | $37,941 |
| JP MORGAN CHASE & CO | $21,732 | $35,631 |
| LEGGETT & PLATT INC | $10,071 | $11,684 |
| LOCKHEED MARTIN CORP | $8,527 | $20,947 |
| LOWES COS INC COM | $8,637 | $28,632 |
| MICROSOFT CORP | $13,413 | $46,214 |
| NESTLE SA CHFO | $21,503 | $27,579 |
| NOVARTIS | $15,049 | $23,169 |
| OMNICOM GROUP | $17,064 | $30,761 |
| ORACLE CORP | $23,412 | $30,747 |
| PARKER HANNIFIN | $18,432 | $23,415 |
| PFIZER INC | $13,774 | $17,897 |
| PPG | $6,652 | $7,258 |
| PROCTER AND GAMBLE CO COM | $15,287 | $27,576 |
| TEXAS INSTRUMENTS INC | $12,794 | $23,247 |
| UNITED TECHNOLOGIES CORP | $27,206 | $33,754 |
| VERIZON COMMUNICATIONS | $17,681 | $21,083 |
| VF CORP | $27,309 | $33,244 |
| WATSCO INC | $10,309 | $9,601 |
| WELLS FARGO & CO | $10,519 | $16,589 |
| WILLIAMS CO INC | $4,731 | $4,145 |
| WALMART INC | $3,804 | $4,192 |
| KINDER MORGAN INC COM USD | $2,444 | $2,261 |
| ILLINOIS TOOL WORKS | $4,523 | $4,307 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALPS EFT TR ALERIAN MLP ETF | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $14,784 | BookValueAmt |
| EOYFMV | $10,581 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX | Desc |
| Amt | $326 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| ADVISORY FEES | $5,689 | $5,689 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIFE INSURANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $315,354 | BalanceDueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $893 | $893 |
| MA ANNUAL FILING FEES | $35 | $35 |
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