2019-03-28T14:43:47-05:00 2018-12-31 Foundation Source One Hollow Ln Ste 212 Lake Success NY 11042 990PF 2018-01-01 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 2019-03-19 true Jeffrey D Haskell P01345770 8008391754 24.187.244.114 06391520190875000066 2019-03-28 P 54CCAE8F7BC02385263C2CCCA723B6609AD4C170 0C5E5A4654C1C37B4810F575F1A1D05F0CA21AED 2018 2019-02-21 02:37:17Z X 2304904 X 0 X 498 498 64472 64472 389847 1522392 389847 454817 454817 0 31856 31856 5667 5025 5025 42548 31856 5025 872000 872000 914548 31856 877025 -459731 422961 147782 191976 191976 2335545 1831620 2112928 2483327 2023596 2304904 0 0 X 2483327 2023596 2483327 2023596 2483327 2023596 2483327 -459731 2023596 2023596 Publicly-traded Securities 1522392 1132545 389847 389847 389847 false 876725 3390172 0.258608 935025 3545507 0.263721 897025 4359373 0.205769 500025 3631864 0.137677 5000 161 31.055901 31.921676 6.384335 2930388 18708579 4230 18712809 877025 8459 8459 8459 5000 5000 X 3459 false false false false false false true 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 2728961 246052 0 2975013 0 2975013 44625 2930388 146519 146519 8459 8459 138060 138060 138060 877025 0 0 0 0 877025 877025 138060 2016 2015 2014 4992 319613 682178 761475 712175 2480433 877025 138060 738965 3219398 0 4992 3214406 319613 682178 761475 712175 738965 Matthew D Lee X ARCHDIOCESE OF WASHINGTON PO BOX 29260 WASHINGTON DC 20017 N/A PC Cardinal's Appeal Fund 30000 ARCHDIOCESE OF WASHINGTON PO BOX 29260 WASHINGTON DC 20017 N/A PC Education Fund 200000 CATHOLIC FOREIGN MISSION SOCIETY OF AMERICA INC PO BOX 302 MARYKNOLL NY 10545 N/A PC General & Unrestricted 100000 CENTER OF CARE INC 6305 EMERALD PKWY DUBLIN OH 43016 N/A PC General & Unrestricted 2000 GLOBAL FUND FOR FORGOTTEN PEOPLE ORDER OF MALTA IN 3705 LELAND ST CHEVY CHASE MD 20815 N/A PC General & Unrestricted 250000 HOLY FAMILY HOSPITAL OF BETHLEHEM FOUNDATION 2000 P ST NW STE 310 WASHINGTON DC 20036 N/A PC General & Unrestricted 10000 HUFS FOUNDATION OF SOUTHERN CALIFORNIA 445 S ADMORE AVE 127 LOS ANGELES CA 90020 N/A PC General & Unrestricted 220000 HUFS FOUNDATION OF SOUTHERN CALIFORNIA 445 S ADMORE AVE 127 LOS ANGELES CA 90020 N/A PC Jakarta event Program 10000 KOREAN COMMUNITY SERVICE CENTER OF GREATER WASHING 7700 LITTLE RIVER TPKE ANNANDALE VA 22003 N/A PC General & Unrestricted 10000 ORDER OF MALTA WORLDWIDE RELIEF MALTESER INTERNATI 1011 1ST AVE STE 1322 NEW YORK NY 10022 N/A PC General & Unrestricted 10000 SOCIETY OF THE ALUMNI OF THE COLLEGE OF WILLIAM AN PO BOX 2100 WILLIAMSBURG VA 23187 N/A PC Signature Sponsor for the William and Mary Weekend Program 5000 SOVEREIGN MILITARY ORDER OF MALTA FEDERAL ASSOCIAT 1730 M ST NW STE 403 WASHINGTON DC 20036 N/A PC Lourdes Endowment Fund 15000 SOVEREIGN MILITARY ORDER OF MALTA FEDERAL ASSOCIAT 1730 M ST NW STE 403 WASHINGTON DC 20036 N/A PC Annual Stewardship Appeal 10000 872000 14 498 14 64472 18 389847 454817 454817 false false false false false false false false false false ALERIAN MLP ETF 172860 148410 ALPHABET INC CL A 119951 146294 AMAZON COM 54246 105138 AMGEN INC 66441 87602 APPLE INC 69863 94644 BANK OF AMERICA CORP 83016 123200 BERKSHIRE HATHAWAY INC. CLASS 160467 204180 CHEVRON CORP 126328 119669 FACEBOOK INC 97606 98318 FT-PREFERRED SECUR & INC ETF 289799 269249 GOLDMAN SACHS GROUP 101378 100230 HOME DEPOT INC 62689 68728 ILLINOIS TOOL WORKS 78691 63345 JOHNSON & JOHNSON 113388 129050 JP MORGAN CHASE 90699 131787 TESLA MOTORS INC 78695 133120 VALERO ENERGY CORP 65503 89964 As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2018, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $872,000. This amount represents 25% or more of the Foundation's net assets of $3,326,447 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2018. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein. Administrative Fees 5000 5000 State or Local Filing Fees 25 25 Investment Management Services 31856 31856 990-PF Estimated Tax for 2018 5000 990-PF Excise Tax for 2017 667