LEE FAMILY FOUNDATION TR: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
LEE FAMILY FOUNDATION TR (EIN 04-6919219)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-13
IRS object ID
201601349349102265
Schema version
2015v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-13T12:51:03-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131971216PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOSES & SCHREIBER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13000 MARCUS AVE STE 1W5AddressLine1Txt
CityNEW HYDE PARKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP110421007ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046919219EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLEEFBusinessNameControlTxt
Phone9412608826PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11439 SOUTH LAKESHORE DRIVEAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34231ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVEN J LEEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9412608826PhoneNum
Signature2016-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARY E SCHREIBERPreparerPersonNm
PTINP01317843PTIN
Phone5163527700PhoneNum
Preparation2016-05-03PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,275,107FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$50,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$4InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$28,874DividendsRevAndExpnssAmt
Dividends Net Invst Incm$28,874DividendsNetInvstIncmAmt
Dividends Adj Net Incm$28,874DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$57,649NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$165,068GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$57,649CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$136,527TotalRevAndExpnssAmt
Total Net Invst Incm$86,527TotalNetInvstIncmAmt
Total Adj Net Incm$28,878TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$5,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,000AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,106TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,106TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$4,815OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,815OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$10,921TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,921TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$66,560ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$66,560ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$77,481TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,921TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$66,560TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$59,046ExcessRevenueOverExpensesAmt
Net Investment Income$75,606NetInvestmentIncomeAmt
Adjusted Net Income$28,878AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$48,560CashBOYAmt
Cash EOY$79,728CashEOYAmt
Cash EOYFMV$79,733CashEOYFMVAmt
Sav And Temp Cash Invst BOY$13,123SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$12,883SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$12,883SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$277,650OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$246,800OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$277,650OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$277,650OtherNtsAndLoansRcvblEOYFMVAmt
Prepaid Expenses BOY$2,893PrepaidExpensesBOYAmt
Prepaid Expenses EOY$1,379PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$1,379PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$537,686CorporateStockBOYAmt
Corporate Stock EOY$534,916CorporateStockEOYAmt
Corporate Stock EOYFMV$698,958CorporateStockEOYFMVAmt
Other Investments BOY$183,666OtherInvestmentsBOYAmt
Other Investments EOY$183,704OtherInvestmentsEOYAmt
Other Investments EOYFMV$204,504OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,032,728TotalAssetsBOYAmt
Total Assets EOY$1,090,260TotalAssetsEOYAmt
Total Assets EOYFMV$1,275,107TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$506,602CapitalStockBOYAmt
Capital Stock EOY$506,602CapitalStockEOYAmt
Retained Earning BOY$526,126RetainedEarningBOYAmt
Retained Earning EOY$583,658RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,032,728TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,090,260TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,032,728TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,090,260TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,032,728TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$59,046ExcessRevenueOverExpensesAmt
Subtotal$1,091,774SubtotalAmt
Other Decreases$1,514OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,090,260TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyFIDELITY SEE ATTACHEDPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2009-01-01AcquiredDt
Sold2015-12-31SoldDt
Gross Sales Price$165,068GrossSalesPriceAmt
Cost Or Other Basis$107,419CostOrOtherBasisAmt
Gain Or Loss$57,649GainOrLossAmt
Gains Minus Excess Or Losses$57,649GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$57,649CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$111,935AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,082,355NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.103418DistributionYr1Rt
Adjusted Qlfy Distri Yr2$215,707AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,067,632NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.202042DistributionYr2Rt
Adjusted Qlfy Distri Yr3$45,261AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$956,717NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.047309DistributionYr3Rt
Adjusted Qlfy Distri Yr4$44,632AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$986,337NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.045250DistributionYr4Rt
Adjusted Qlfy Distri Yr5$112,655AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,008,674NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.111686DistributionYr5Rt
Total Distribution0.509705TotalDistributionRt
Average Distribution0.101941AverageDistributionRt
Net Vl Noncharitable Assets$996,168NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$101,550AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$756NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$102,306AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$66,560QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,512InvestmentIncomeExciseTaxAmt
Subtotal$1,512SubtotalAmt
Tax Based On Investment Income$1,512TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,379EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,379TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$2EsPenaltyAmt
Tax Due$135TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MOSES AND SCHREIBER LLPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5163527700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13000 MARCUS AVENUE SUITE 1W5AddressLine1Txt
CityLAKE SUCCESSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STEVEN J LEE
1439 SOUTH LAKESHORE DRIVESARASOTAFL34231PRESIDENT5.00$0$0$0
KAREN A LEE
1439 SOUTH LAKESHORE DRIVESARASOTAFL34231TRUSTEE2.00$0$0$0
JUSTIN S LEE
1207 N LAKESHORE DRIVESARASOTAFL34231TRUSTEE0.50$0$0$0
MEGAN A LEE
8 MUSEUM WAY APT 2202CAMBRIDGEMA02141TRUSTEE0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$955,522AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$55,816AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,011,338TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,011,338AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,170CashDeemedCharitableAmt
Net Vl Noncharitable Assets$996,168NetVlNoncharitableAssetsAmt
Minimum Investment Return$49,808MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$49,808MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,512TaxBasedOnInvestmentIncomeAmt
Total Tax$1,512TotalTaxAmt
Distributable Before Adj$48,296DistributableBeforeAdjAmt
Distributable Before Ded$48,296DistributableBeforeDedAmt
Distributable As Adjusted$48,296DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$66,560ExpensesAndContributionsAmt
Qualifying Distributions$66,560QualifyingDistributionsAmt
Adjusted Qualifying Distri$66,560AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$48,296DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$62,911ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$1,398ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$164,539ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$59,331ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$288,179TotalExcessDistributionCyovAmt
Qualifying Distributions$66,560QualifyingDistributionsAmt
Applied To Current Year$48,296AppliedToCurrentYearAmt
Remaining Distri From Corpus$18,264RemainingDistriFromCorpusAmt
Total Corpus$306,443TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$62,911ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$243,532ExcessDistriCyovToNextYrAmt
Excess From Year3$1,398ExcessFromYear3Amt
Excess From Year2$164,539ExcessFromYear2Amt
Excess From Year1$59,331ExcessFromYear1Amt
Excess From Current Year$18,264ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSTEVEN J LEERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11439 SOUTH LAKESHORE DRIVEAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34231ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9412608826RecipientPhoneNum
Form And Info And MaterialsA LETTER WITH FULL DESCRIPTIONFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsSUBJECT TO VOTE BY TRUSTEESRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMERS ASSOCIATION
PO BOX 96011WASHINGTONDC200906011CHARITABLE$500
VET FOREIGN WARS
PO BOX 1437 ROOM 217ST PETERSBURGFL33731CHARITABLE$100
BONE MARROW MYELOMA CLINI
200 FIRST ST SWROCHESTERMN55905CHARITABLE$150
SELBY GARDENS
811 SOUTH PALM AVESARASOTAFL34236TO CARRY OUT RELIGIOUS, CHARITABLE$150
SPANISH POINT
337 N TAMIAMI TRAILSARASOTAFL34229CHARITABLE$950
NOKOMIS VOLUNTEER FIRE
111 PAVONIA RDNOKOMISFL34275CHARITABLE$250
WSMR RADIO
4202 EAST FOWLER AVETAMPAFL33620CHARITABLE$60
HONOR ANIMAL RESCUE
8435 COOPER CREEK BLVDBRADENTONFL34201CHARITABLE$2,600
WOUNDED WARRIOR
PO BOX 758517TOPEKAKS66675CHARITABLE$500
COLLINGS FOUNDATION
137 BARTON ROADSTOWMA01775CHARITABLE$500
SARASOTA MEMORIAL HEALTHCARE FDN
1515 S OSPREY AVE STE B4SARASOTAFL34239CHARITABLE$1,000
MARINE CORP HERITAGE
3800 FETTLER PARK DRDUMFRIESVA22025CHARITABLE$100
VAN WEZEL FOUNDATION
777 N TAMIAMI TRAIL 3RDSARASOTAFL34236CHARITABLE$3,000
NEIL DENNY
6 BARBAR STMEDWAYMA02053CHARITABLE$1,000
HERITAGE FOUNDATION
214 MASSACHUSETTS AVE NEWASHINGTON DCDC200024999CHARITABLE$1,000
SUN COAST FIREFIGHTERS AND PARAMEDI
740 COMMERCE DRIVE STE 1VENICEFL34292CHARITABLE$100
RINGLING MUSEUM FOUNDATION
5401 BAY SHORE RDSARASOTAFL34236CHARITABLE$2,500
SARASOTA ORCHESTRA
709 N TAMIAMI TRAILSARASOTAFL34236CHARITABLE$1,600
JUDICIAL WATCH
425 THIRD ST SW STE 800WASHINGTONDC20024CHARITABLE$250
SALVATION ARMY
1400 10TH STREETSARASOTAFL34236CHARITABLE$100
SPARK GAREN CHARITY
11 CAMELOT CTKENSINGTONCA94707CHARITABLE$150
LEHIGH UNIVERSITY
27 MEMORIAL DR WESTBETHLEMHEMPA18015CHARITABLE$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$66,560TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$28,874ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$57,649ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$86,527ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$86,527TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonSTEVEN LEEContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11439 SOUTH LAKESHORE DRIVEAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34231ZIPCd
FieldValueIRS element (for citing)
Total Contributions$50,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,000Amt
Net Investment Income$5,000NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHUBB CORP
OMNICOM GROUP$17,064$31,777
PROCTER & GAMBLE CO$15,287$23,823
ACCENTURE PLC CLS A$13,304$24,035
NESTLE SA CHFO$21,503$25,123
APPLE INC$23,365$21,684
BB&T$20,752$24,955
BCE INC$24,972$21,627
EVERSOURCE ENERGY COM$17,137$24,514
GENERAL ELECTRIC CO$24,967$28,689
GENUINE PARTS$13,994$19,325
ILLINOIS TOOL WORKS$18,355$30,584
INTEL CORP$13,742$17,914
JP MORGAN CHASE & CO$25,864$28,723
JOHNSON & JOHNSON$26,766$35,336
LEGGETT & PLATT INC$17,701$24,077
LOCKHEED MARTIN CORP$12,257$24,972
LOWES COS INC COM$8,637$23,572
MICROSOFT CORP$13,413$25,243
NOVARTIS$15,049$23,231
ORACLE CORP$23,412$24,877
PARKER HANNIFIN$18,432$15,226
SIEMENS A G SPONSORED$17,466$17,574
TEXAS INSTRUMENTS INC$34,273$36,120
3M COMPANY$10,545$18,077
TOTAL S A SPONSORED ADR$15,387$12,496
UNITED TECHNOLOGIES CORP$18,010$21,616
VERIZON COMMUNICATIONS$12,972$12,942
VISA INC COM CL A$11,736$14,037
WASTE MANAGEMENT INC$18,035$27,219
WELLS FARGO & CO$10,519$19,570
NORTH EAST UTILITIES
WALGREEN
GENERAL MILLS
PFIZER

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (10 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AT&TAT COST$25,882$28,560
ABBOT LABSAT COST$8,605$14,820
BECTON DICKINSONAT COST$17,767$34,670
CHEVRON CORP NEWAT COST$17,815$15,293
COCA COLAAT COST$18,001$22,769
DEERE & COAT COST$18,117$16,017
DIAGEO ADRAT COST$18,089$21,269
EMERSON ELECTRICAT COST$17,653$16,501
EXXON MOBILEAT COST$18,437$16,759
ALPS EFT TR ALERIAN MLP ETFAT COST$23,338$17,846

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescEXCISE TAXDesc
Amt$1,514Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
ADVISORY FEES$4,815$4,815

Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2

Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp

Organization501c3 Name Organization501c3Name

FieldValueIRS element (for citing)
Business Name Line1LIFE INSURANCEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Balance Due$277,650BalanceDueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAX$1,071$1,071
MA ANNUAL FILING FEES$35$35

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