2014-11-14T13:40:07-06:00 2013-12-31 161468002 CHIAMPOU TRAVIS BESAW & KERSHNER LLP 45 BRYANT WOODS NORTH AMHERST NY 14228 990PF 2013-01-01 453845576 PATRICK P LEE FOUNDATION C/O CHIAMPOU TRAVIS BESAW & KERSHNER LLP PATR 7168443100 45 BRYANT WOODS NORTH AMHERST NY 14228 Mark O'Donnell Executive Director 7168443100 2014-11-12 1 Rosemarie Steeb P01231016 7166302400 2013 2015-12-30 17:16:21Z X 28513060 X 0 X 12562 12562 333752 332830 1663612 16055704 1663612 5221 0 2015147 2009004 62500 18750 43750 35887 0 35887 11879 2222 9658 8544 0 8544 25542 12771 12771 64388 63453 936 23661 16609 7052 5938 0 4466 1340 3126 36548 12374 24173 279353 127519 145897 1351255 1351255 1630608 127519 1497152 384539 1881485 436166 269905 269905 26443113 28213864 28213864 57197 27906 23690 29291 29291 26902969 28513060 28513060 0 0 X 256653 256653 0 0 26646316 28256407 26902969 28513060 26902969 28513060 26902969 384539 1238690 28526198 13138 28513060 ALLIANCE BERNSTEIN #9435 - SEE ATTACHED 2013-08-26 1090651 1145118 -54467 -54467 ALLIANCE BERNSTEIN #5428 - SEE ATTACHED 2013-08-26 681151 711214 -30063 -30063 ALLIANCE BERNSTEIN #5428 - SEE ATTACHED 2013-08-26 3866393 3964397 -98004 -98004 FIDELITY #4140 - SEE ATTACHED 2013-12-19 1415121 1382703 32418 32418 FIDELITY #4140 - SEE ATTACHED 2013-08-23 8808702 7186776 1621926 1621926 COLCHESTER INVESTMENT K-1 1641 -1641 -1641 COLCHESTER INVESTMENT K-1 183 -183 -183 AEW K-1 55 -55 -55 AEW K-1 5217 5217 5217 AEW K-1 5 -5 -5 LONG TERM CAPITAL GAIN 507 507 507 SRA Portfolios 2013-12-31 76273 76273 76273 Capital Gains Dividends P 111689 111689 111689 1663612 0 1515625 25410541 0.059646 1346785 24284327 0.055459 1344288 23559615 0.057059 1477248 23660973 0.062434 527955 31383779 0.016823 0.251421 0.050284 26516957 1333379 18815 1352194 1497152 X 18815 0 18815 0 18815 1981 22000 23981 77 5089 5089 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 patrickpleefoundation.org CHIAMPOU TRAVIS BESAW KERSHNER LL 7166302400 45 BRYANT WOODS NORTH AMHERST NY 14228 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PATRICK P LEE 45 BRYANT WOODS NORTH AMHERST NY 14228 CHAIRMAN 5.00 0 0 0 MARK O'DONNELL 45 BRYANT WOODS NORTH AMHERST NY 14228 EXECUTIVE DIRECTOR 20.00 62500 7405 0 ROBERT LANE JR 45 BRYANT WOODS NORTH AMHERST NY 14228 DIRECTOR 2.00 0 0 0 DAVID HORAN 45 BRYANT WOODS NORTH AMHERST NY 14228 SECRETARY 2.00 0 0 0 LEE WORTHAM 45 BRYANT WOODS NORTH AMHERST NY 14228 VICE CHAIR 2.00 0 0 0 BARBARA RHEE 45 BRYANT WOODS NORTH AMHERST NY 14228 VICE CHAIR 2.00 0 0 0 JOHN RHEE MD 45 BRYANT WOODS NORTH AMHERST NY 14228 DIRECTOR 2.00 0 0 0 CHRISTOPHER LEE 45 BRYANT WOODS NORTH AMHERST NY 14228 TREASURER 2.00 0 0 0 MICHELE LEE 45 BRYANT WOODS NORTH AMHERST NY 14228 DIRECTOR 2.00 0 0 0 CYNTHIA LEE 45 BRYANT WOODS NORTH AMHERST NY 14228 DIRECTOR 2.00 0 0 0 JENNIFER McNAMARA 45 BRYANT WOODS NORTH AMHERST NY 14228 DIRECTOR 2.00 0 0 0 GLENDA CADWALLADER 45 BRYANT WOODS NORTH AMHERST NY 14228 DIRECTOR 2.00 0 0 0 DAVID C HOHN MD 45 BRYANT WOODS NORTH AMHERST NY 14228 DIRECTOR 2.00 0 0 0 NONE 0 NONE 0 0 0 14996805 672094 11251870 26920769 0 0 26920769 403812 26516957 1325848 1325848 18815 18815 1307033 0 1307033 0 1307033 1497152 0 1497152 18815 1478337 1307033 449098 0 0 1497152 449098 0 0 1048054 0 0 0 0 0 0 0 0 258979 0 0 0 PATRICK P LEE FOUNDATION 45 BRYANT WOODS NORTH AMHERST NY 14228 7168443100 THE APPLICATION PROCESS IS BEGUN BY INITIATING A "LETTER OF INTENT" ELECTRONIC FORM WHICH DEFINES THE SCOPE AND GENERAL GUIDELINES AND AREAS OF THE PROPOSED PROJECT. IF THE PROJECT FALLS WITHIN GUIDELINES AND AREAS OF INTEREST, SUBMISSION OF AN ONLINE GRANT APPLICATION WILL BE REQUESTED. FINAL DECISIONS ON GRANT AWARDS ARE MADE AT QTRLY BRD MTINGS W/ DISBURSE. GENERALLY MADE APRIL & OCT GRANTS ARE MADE ONLY TO TAX-EXEMPT PUBLIC CHARITIES DEFINED IN SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE. GRANTS ARE NOT AWARDED FOR POLITICAL ACTIVITIES, DEFICIT FINANCING, INDIVIDUALS, CAPACITY BUILDING FUNDS, SEED FUNDS, OR PROGRAM-RELATED INVESTMENTS. 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NEIGHBORHOOD HEALTH CLINIC 25000 MULTIPLE MYELOMA RESEARCH FOUNDATION 383 MAIN AVENUE 5TH FLOOR NORWALK CT 06851 NONE PUBLIC CHARITY GENERAL PURPOSE 5000 MUSIC IS ART 121 HUMBOLDT PARKWAY BUFFALO NY 14214 NONE PUBLIC CHARITY GENERAL PURPOSE 1500 NIAGARA HOSPICE 4675 SUNSET DR LOCKPORT NY 14094 NONE PUBLIC CHARITY GENERAL PURPOSE 30000 NICHOLS SCHOOL 1250 AMHERST STREET BUFFALO NY 14216 NONE PUBLIC CHARITY GENERAL PURPOSE 8600 OCEAN REEF COMMUNITY FOUNDATION 200 ANCHOR DRIVE KEY LARGO FL 33037 NONE PUBLIC CHARITY DONOR ADVISED FUNDS 200000 OUR LADY OF VICTORY RENAISSANCE CORP 291 NORTH ST BUFFALO NY 14201 NONE PUBLIC CHARITY GENERAL PURPOSE 30000 RONALD MCDONALD HOUSE 229 KENT ST BROOKLINE MA 02446 NONE PUBLIC CHARITY GENERAL PURPOSE 500 ROSWELL PARK ALLIANCE FOUNDATION ELM AND CARLTON STREETS BUFFALO NY 14263 NONE PUBLIC CHARITY GENERAL PURPOSE 17500 SAINT LOUIS UNIVERSITY 221 N GRAND BLVD ST LOUIS MO 63103 NONE PUBLIC CHARITY SCHOLARSHIP 52000 SAY YES - BUFFALO 712 MAIN STREET BUFFALO NY 14202 NONE PUBLIC CHARITY SCHOLARSHIP 100000 ST ADALBERTS RESPONSE TO LOVE 130 KOSCIVSKO ST BUFFALO NY 14212 NONE PUBLIC CHARITY GENERAL PURPOSE 20000 SUMMIT EDUCATIONAL RESOURCES INC 150 STAHL ROAD GETZVILLE NY 14068 NONE PUBLIC CHARITY GENERAL PURPOSE 1500 THE FRANCISCAN CENTER 1910 SENECA STREET BUFFALO NY 14210 NONE PUBLIC CHARITY GENERAL PURPOSE 25000 UB FOUNDATION - 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