2016-07-12T12:37:34-05:00 2015-12-31 PESTA FINNIE & ASSOCIATES LLP 6826 MORRISON BLVD CHARLOTTE NC 28211 990PF 2015-01-01 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 president 9194421550 2016-05-21 true AMY R WEST P00790384 7043641829 2015 2016-09-27 15:27:22Z X 445684 X 0 9216 9216 -2462 147877 0 161 161 6915 9377 2500 2500 0 0 2396 2396 632 82 5528 4978 0 0 27869 27869 33397 4978 0 27869 -26482 4399 10308 10231 10231 245567 318661 318494 142332 90802 85902 81011 33042 31057 479218 452736 445684 0 X 479218 452736 479218 452736 479218 452736 479218 -26482 452736 452736 SEE STATEMENT A 43229 46582 -3353 -3353 SEE STATEMENT A 104648 109019 -4371 -4371 CAPITAL GAIN DIVIDENDS P 5262 -2462 false 8500 488774 0.01739 7000 466707 0.014999 6000 434211 0.013818 14000 428279 0.032689 18750 401751 0.046671 0.125567 0.025113 471229 11834 44 11878 27869 X 44 44 44 819 819 775 775 false false false false false false false true true NC true false false false false true 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 true false false true false false false false STEPHEN R LEEOLOU 1102 harbor drive delray beach FL 33483 pres/treas 0 0 MARY DENISE LEEOLOU 1102 harbor drive delray beach FL 33483 vp/secretary 0 0 ROBERT MALLERNEE 5915 farrington road raleigh NC 27517 asst. sec. 0 0 468772 9633 0 478405 0 478405 7176 471229 23561 23561 44 44 23517 23517 23517 27869 0 0 0 0 27869 44 27825 23517 1896 2013 2012 2011 0 27869 1896 23517 2456 2456 0 0 0 2456 2456 STEPHEN R LEEOLOU AND MARY DENISE NONE X THE DIOCESAN SUPPORT APPEAL 1123 SOUTH CHURCH STREET CHARLOTTE NC 28203 NONE PC General Purpose Support 2000 Special Love 8075 Leesburg Pike Suite 200 Vienna VA 22182 NONE PC General Purpose Support 2000 Diocesan Services Appeal- Diocese of Palm Beach PO Box 109650 West Palm Beach FL 33410 None PC General Purpose Support 2000 2015 Gathering of Friends po box 10363 Greensboro NC 274040363 NONE PC General Purpose Support 1000 WOUNDED WARRIOR PROJECT PO BOX 758517 TOPEKA KS 66675 NONE PC GENERAL PURPOSE SUPPORT 3000 BANK STREET CHARITY INVITATIONAL C/O TESS BURNS FOUR LANDMARK SQUARE 3RD FLOOR STAMFORD CT 06901 NONE PC general purpose support 2869 st gabriel church 3016 providence road charlotte NC 28211 none PC general purpose support 5000 community link attn jessica otto 601 east 5th street suite 220 charlotte NC 28202 none PC general purpose support 10000 27869 14 9216 18 -2462 NON-DIVIDEND DISTRIBUTIONS 14 161 6915 6915 false false false false false false false false false false TAX PREPARATION FEES 2500 2500 NON-DIVIDEND DISTRIBUTIONS 161 161 INVESTMENT MANAGEMENT FEES 2396 2396 FOREIGN TAX 82 82 FEDERAL INCOME TAX 550