2018-05-10T14:13:18-05:00 2017-12-31 PESTA FINNIE & ASSOCIATES LLP 6826 MORRISON BLVD CHARLOTTE NC 28211 990PF 2017-01-01 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 2018-05-10 true vaLANA WOODSON P00967621 7043641829 2017 2022-09-23 18:48:47Z X 434859 X 0 X 7127 7798 13537 328457 12953 1096 21760 20751 0 2600 2600 0 0 2330 2330 146 122 1136 0 6212 5052 0 0 45435 45435 51647 5052 0 45435 -29887 15699 14926 22178 22178 2000 0 2000 2000 775 751 751 224469 244203 293204 97520 90688 89455 78875 26858 27271 416565 386678 434859 0 0 X 416565 386678 416565 386678 416565 386678 416565 -29887 386678 386678 SEE STATEMENT A 2017-01-01 2017-12-31 66709 68812 -2103 -2103 SEE STATEMENT A 2017-01-01 2017-12-31 261748 251248 10500 10500 CAPITAL GAIN DIVIDENDS P 4556 12953 false 20226 430065 0.04703 27825 471229 0.059048 8500 488774 0.01739 7000 466707 0.014999 6000 434211 0.013818 0.152285 0.030457 444243 13530 157 13687 45435 X 157 157 157 751 751 594 594 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 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 429840 19896 1272 451008 0 451008 6765 444243 22212 22212 157 157 22055 22055 22055 45435 0 0 0 0 45435 157 45278 22055 0 2015 2014 2013 1896 1227 1227 45435 0 22055 23380 24607 1896 1896 0 0 24607 1227 23380 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 2500 Diocesan Services Appeal- Diocese of Palm Beach PO Box 109650 West Palm Beach FL 33410 None PC General Purpose Support 2500 Earlierorg PO Box 10363 Greensboro NC 27404 none PC general purpose support 1000 ST VINCENT FERRER 840 George Bush Blvd Delray Beach FL 28211 none PC general purpose support 5000 NYU Leonard N Stern School of Business PO Box 6706 Hagerstown MD 21741 NONE PC general purpose support 1000 South Charlotte Basketball Academy PO Box 17090 Baltimore MD 21203 NONE PC general purpose support 1400 Bank Street Charity Invitational Four Landmark Square 3rd Floor Stamford CT 06901 NONE PC general purpose support 2035 American Red Cross PO Box 37839 Boone IA 50037 NONE PC general purpose support 5000 Catholic Charities - Galveston-Houston 2900 Louisiana Street Houston TX 77006 NONE PC general purpose support 5000 St Gabriel Church 3016 Providence Road Charlotte NC 28211 NONE PC general purpose support 10000 Scotus Central Catholic Secondary School 1554 18th Avenue Columbus NE 68601 NONE PC general purpose support 10000 45435 14 7127 18 13537 NON-DIVIDEND DISTRIBUTIONS 14 1096 21760 21760 false false false false false false false false false false TAX PREPARATION FEES 2600 2600 CORPORATE BONDS - SEE STMT B 90688 89455 US EQUITIES - SEE STATEMENT B 46165 50101 EMERG MRKTS - SEE STATEMENT B 6826 7928 GLOBAL - SEE STATEMENT B 5999 6310 OTH EQUITIES - SEE STATEMENT B 185213 228865 INT'L EQUITIES-SEE STATEMENT B 44846 19073 19527 COMMODITIES - SEE STATEMENT B 11537 7785 7744 MISCELLANEOUS EXPENSE 1136 0 NON-DIVIDEND DISTRIBUTIONS 1096 INVESTMENT MANAGEMENT FEES 2330 2330 FOREIGN TAX 122 122 FEDERAL INCOME TAX 24 0