LEE FAMILY FOUNDATION TR: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LEE FAMILY FOUNDATION TR (EIN 04-6919219)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-05
- IRS object ID
- 201411259349100411
- Schema version
- 2013v3.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-05T08:55:31-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131971216 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSES AND SCHREIBER LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 MARCUS AVE 1W5 | AddressLine1 |
| City | LAKE SUCCESS | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046919219 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEE FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEEF | BusinessNameControlTxt |
| Phone | 5086554359 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 112 FARM ROAD | AddressLine1 |
| City | SHERBORN | City |
| State | MA | State |
| ZIP Code | 01770 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN J LEE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5086554359 | PhoneNum |
| Signature | 2014-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELVIN SCHREIBER | PreparerPersonNm |
| PTIN | P01318415 | PTIN |
| Phone | 5163527700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,303,475 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $28,170 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,170 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $88,266 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $371,319 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $88,266 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $216,436 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $116,436 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $1,519 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,519 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $913 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $896 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $17 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,654 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,827 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,827 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,086 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,742 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,344 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $213,470 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $213,470 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $222,556 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,742 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $216,814 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,120 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $110,694 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $25,328 | CashBOYAmt |
| Cash EOY | $49,096 | CashEOYAmt |
| Cash EOYFMV | $49,096 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $15,443 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,073 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,073 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $215,950 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $185,100 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $215,950 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $215,950 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $4,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,000 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $99,510 | CorporateStockBOYAmt |
| Corporate Stock EOY | $83,342 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $132,637 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $754,810 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $703,625 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $887,719 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,080,191 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,070,086 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,303,475 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $506,602 | CapitalStockBOYAmt |
| Capital Stock EOY | $506,602 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $573,589 | RetainedEarningBOYAmt |
| Retained Earning EOY | $563,484 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,080,191 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,070,086 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,080,191 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,070,086 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,080,191 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,120 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,074,071 | SubtotalAmt |
| Other Decreases | $3,985 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,070,086 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ABBVIE INC | P | 2012-01-31 | 2013-06-03 | $14,207 | $9,331 | $4,876 | $4,876 |
| AMERICAN EXPRESS CO | P | 2012-02-06 | 2013-12-09 | $29,558 | $17,785 | $11,773 | $11,773 |
| CH ROBINSON WORLDWIDE | P | 2012-02-09 | 2013-01-09 | $18,155 | $18,157 | -$2 | -$2 |
| CINCINNATI FINANCIAL | P | 2012-04-03 | 2013-06-12 | $23,888 | $18,030 | $5,858 | $5,858 |
| COLGATE PALMOLIVE CO | P | 2012-03-12 | 2013-12-09 | $25,591 | $18,373 | $7,218 | $7,218 |
| CULLEN FROST BANKERS | P | 2012-03-23 | 2013-06-17 | $20,101 | $16,168 | $3,933 | $3,933 |
| DU PONT E I DE NEMOUR & CO | P | 2012-02-27 | 2013-06-12 | $19,421 | $18,011 | $1,410 | $1,410 |
| KINDER MORGAN MANAGEMENT | P | 2012-02-21 | 2013-02-15 | $43 | $39 | $4 | $4 |
| KINDER MORGAN MANAGEMENT | P | 2012-02-21 | 2013-09-11 | $12,725 | $12,218 | $507 | $507 |
| KINDER MORGAN MANAGEMENT | P | 2012-02-21 | 2013-08-15 | $47 | $43 | $4 | $4 |
| LOWES CO | P | 2012-02-27 | 2013-02-08 | $4,081 | $2,925 | $1,156 | $1,156 |
| MCCORMICK & CO | P | 2012-03-08 | 2013-02-08 | $2,538 | $2,032 | $506 | $506 |
| MCDONALDS CORP | P | 2012-04-26 | 2013-11-15 | $18,346 | $18,194 | $152 | $152 |
| NORTHERN TRUST CO | P | 2012-02-02 | 2013-09-16 | $23,482 | $18,078 | $5,404 | $5,404 |
| PARKER HANNIGIN CORP | P | 2012-03-22 | 2013-03-08 | $20,485 | $17,859 | $2,626 | $2,626 |
| PAYCHEX INC | P | 2012-03-29 | 2013-09-09 | $22,780 | $18,300 | $4,480 | $4,480 |
| PPG INDUSTRIES | P | 2012-02-13 | 2013-02-08 | $7,574 | $5,018 | $2,556 | $2,556 |
| PPG INSDUSTRIES | P | 2012-02-13 | 2013-12-02 | $26,826 | $13,229 | $13,597 | $13,597 |
| RAYTHEON CO NEW | P | 2012-03-06 | 2013-02-08 | $4,033 | $3,842 | $191 | $191 |
| RAYTHEON CO NEW | P | 2012-03-06 | 2013-09-09 | $20,859 | $14,087 | $6,772 | $6,772 |
| SYSCO CORP | P | 2012-02-06 | 2013-12-09 | $22,703 | $17,297 | $5,406 | $5,406 |
| UNITED PARCEL SERVICES | P | 2012-01-31 | 2013-11-15 | $23,697 | $17,738 | $5,959 | $5,959 |
| WALGREEN COMPANY | P | 2012-03-28 | 2013-12-09 | $10,177 | $6,299 | $3,878 | $3,878 |
| CAPITAL GAINS DIVIDENDS | P | $2 | $2 | $2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $88,266 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $45,261 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $956,717 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047309 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $44,632 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $986,337 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045250 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $112,655 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,008,674 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.111686 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $102,109 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $930,890 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.109690 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $109,750 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,384,202 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.079288 | DistributionYr5Rt |
| Total Distribution | 0.393223 | TotalDistributionRt |
| Average Distribution | 0.078645 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,067,632 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $83,964 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,107 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $85,071 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $216,814 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,107 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,107 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,107 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,893 | OverpaymentAmt |
| Applied To ES Tax | $2,893 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MOSES AND SCHREIBER LLP | IndividualWithBooksNm |
| Phone | 5163527700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 MARCUS AVENUE SUITE 1W5 | AddressLine1 |
| City | LAKE SUCCESS | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEVEN J LEE | ||||||||
| 420 NORTH CASEY KEY ROAD | OSPREY | FL | 34229 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| KAREN A LEE | ||||||||
| 420 NORTH CASEY KEY ROAD | OSPREY | FL | 34229 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JUSTIN S LEE | ||||||||
| 6220 WALHODING ROAD | BETHESDA | MD | 20816 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MEGAN A LEE | ||||||||
| 8 MUSEUM WAY APT 2202 | CAMBRIDGE | MA | 02141 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,038,464 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $45,426 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,083,890 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,083,890 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,258 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,067,632 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,382 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,382 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,107 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,107 | TotalTaxAmt |
| Distributable Before Adj | $52,275 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $52,275 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $52,275 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $216,814 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $216,814 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,107 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $215,707 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,275 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $41,150 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $56,246 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $62,911 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $1,398 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $161,705 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $216,814 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $52,275 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $164,539 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $326,244 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $41,150 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $285,094 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $56,246 | ExcessFromYear4Amt |
| Excess From Year3 | $62,911 | ExcessFromYear3Amt |
| Excess From Year1 | $1,398 | ExcessFromYear1Amt |
| Excess From Current Year | $164,539 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEVEN J LEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 NORTH CASEY KEY ROAD | AddressLine1 |
| City | OSPREY | City |
| State | FL | State |
| ZIP Code | 34229 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9414120202 | RecipientPhoneNum |
| Form And Info And Materials | A LETTER WITH FULL DESCRIPTION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SUBJECT TO VOTE BY TRUSTEES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ALPHA SIGMA ALUMNI ASSOC LEHIGH | |||||
| 29 TREMBLEY DR | BETHLEHEM | PA | 18015 | TO CARRY OUT RELIGIOUS, CHARITABLE, EDUCATIONAL AND SCIENTIFIC ACTIVITIES | $1,025 |
| ALZEHEIMERS | |||||
| PO BOX 96011 | WASHINGTON | DC | 200906011 | TO CARRY OUT RELIGIOUS, CHARITABLE, EDUCATIONAL AND SCIENTIFIC ACTIVITIES | $500 |
| ASOLO REPERTORY THEATRE INC | |||||
| 5555 N TAMIAMI TRAIL | SARASOTA | FL | 34243 | TO CARRY OUT RELIGIOUS, CHARITABLE, EDUCATIONAL AND SCIENTIFIC ACTIVITIES | $125 |
| COMPASSION CHOICES | |||||
| PO BOX 181810 | DENVER | CO | 80250 | TO CARRY OUT RELIGIOUS, CHARITABLE, EDUCATIONAL AND SCIENTIFIC ACTIVITIES | $500 |
| CREUTZFELDT JAKOB FDN | |||||
| 341 W 38TH ST STE 501 | NEW YORK | NY | 10018 | TO CARRY OUT RELIGIOUS, CHARITABLE, EDUCATIONAL AND SCIENTIFIC ACTIVITIES | $100 |
| FLORIDA HEMLOCK SOCIETY FDN | |||||
| PO BOX 121093 | WEST MELBOURNE | FL | 32912 | TO CARRY OUT RELIGIOUS, CHARITABLE, EDUCATIONAL AND SCIENTIFIC ACTIVITIES | $150 |
| HISTORIC SPANISH POINT | |||||
| 337 N TAMIAMI TRL | OSPREY | FL | 34229 | TO CARRY OUT RELIGIOUS, CHARITABLE, EDUCATIONAL AND SCIENTIFIC ACTIVITIES | $90 |
| HONOR ANIMAL RESCUE | |||||
| 8435 COOPER CREEK BLVD | BRADENTON | FL | 34201 | TO CARRY OUT RELIGIOUS, CHARITABLE, EDUCATIONAL AND SCIENTIFIC ACTIVITIES | $630 |
| LEHIGH UNIVERSITY | |||||
| 27 MEMORIAL DRIVE WEST | BETHLEHEM | PA | 18015 | TO CARRY OUT RELIGIOUS, CHARITABLE, EDUCATIONAL AND SCIENTIFIC ACTIVITIES | $200,000 |
| MARINE CORP HERITAGE FOUNDATION | |||||
| 3800 FETTLER PARK DR | DUMFRIES | VA | 22025 | TO CARRY OUT RELIGIOUS, CHARITABLE, EDUCATIONAL AND SCIENTIFIC ACTIVITIES | $1,100 |
| NATES PLACE | |||||
| 4951 LORRAINE RD | BRADENTON | FL | 34211 | TO CARRY OUT RELIGIOUS, CHARITABLE, EDUCATIONAL AND SCIENTIFIC ACTIVITIES | $1,000 |
| NOKOMIS VOLUNTEER FIRE DEPARTMENT | |||||
| 111 PAVONIA RD | NOKOMIS | FL | 34275 | TO CARRY OUT RELIGIOUS, CHARITABLE, EDUCATIONAL AND SCIENTIFIC ACTIVITIES | $250 |
| RINGLING MUSEUM ART FOUNDATION | |||||
| 5401 BAY SHORE ROAD | SARASOTA | FL | 34243 | TO CARRY OUT RELIGIOUS, CHARITABLE, EDUCATIONAL AND SCIENTIFIC ACTIVITIES | $2,500 |
| SARASOTA ORCHESTRA ASSOC | |||||
| 709 N TAMIAMI TRAIL | SARASOTA | FL | 34236 | TO CARRY OUT RELIGIOUS, CHARITABLE, EDUCATIONAL AND SCIENTIFIC ACTIVITIES | $1,800 |
| SELBY'S GARDEN | |||||
| 811 SOUTH PALM AVENUE | SARASOTA | FL | 34236 | TO CARRY OUT RELIGIOUS, CHARITABLE, EDUCATIONAL AND SCIENTIFIC ACTIVITIES | $90 |
| SUN COAST FIREFIGHTERS | |||||
| 740 COMMERCE DRIVE STE 1 | VENICE | FL | 34292 | TO CARRY OUT RELIGIOUS, CHARITABLE, EDUCATIONAL AND SCIENTIFIC ACTIVITIES | $50 |
| USO | |||||
| PO BOX 96322 | WASHINGTON | DC | 200906322 | TO CARRY OUT RELIGIOUS, CHARITABLE, EDUCATIONAL AND SCIENTIFIC ACTIVITIES | $500 |
| VAN WEZEL FOUNDATION | |||||
| 777 N TAMIAMI TRAIL 3RD FL | SARASOTA | FL | 34236 | TO CARRY OUT RELIGIOUS, CHARITABLE, EDUCATIONAL AND SCIENTIFIC ACTIVITIES | $2,500 |
| WOUNDED WARRIOR PROJECT ADVANCE GUARD | |||||
| PO BOX 758517 | TOPEKA | KS | 66675 | TO CARRY OUT RELIGIOUS, CHARITABLE, EDUCATIONAL AND SCIENTIFIC ACTIVITIES | $500 |
| WSMR | |||||
| 4202 EAST FOWLER AVE | TAMPA | FL | 33620 | TO CARRY OUT RELIGIOUS, CHARITABLE, EDUCATIONAL AND SCIENTIFIC ACTIVITIES | $60 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $213,470 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,170 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
| Related Or Exempt Function Incm | $88,264 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $28,172 | ExclusionAmt |
| Related Or Exempt Function Incm | $88,264 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $116,436 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 102 | INTEREST AND DIVIDENDS FROM SECURITIES |
| 127 | GAIN FROM SALE OF ASSETS |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | STEVEN J LEE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 CASEY KEY RD | AddressLine1 |
| City | OSPREY | City |
| State | FL | State |
| ZIP Code | 34229 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHUBB CORP | $11,267 | $26,090 |
| CULLEN FROST BANKERS | $0 | $0 |
| OMNICOM GROUP | $17,064 | $31,235 |
| PROCTER & GAMBLE CO | $15,287 | $24,423 |
| ACCENTURE PLC CLS A | $18,221 | $25,899 |
| NESTLE SA CHFO | $21,503 | $24,990 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (38 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AT&T | AT COST | $17,963 | $21,096 |
| ABBOT LABS | AT COST | $8,605 | $12,649 |
| BECTON DICKINSON | AT COST | $17,767 | $24,860 |
| CHEVRON CORP NEW | AT COST | $17,815 | $21,235 |
| COCA COLA | AT COST | $18,001 | $21,894 |
| DEERE & CO | AT COST | $18,117 | $19,179 |
| DIAGEO ADR | AT COST | $18,089 | $25,822 |
| EMERSON ELECTRIC | AT COST | $17,653 | $24,212 |
| EXXON MOBILE | AT COST | $18,437 | $21,758 |
| GENERAL DYNAMICS | AT COST | $18,155 | $24,843 |
| GENUINE PARTS | AT COST | $17,725 | $23,709 |
| ILLINOIS TOOL WORKS | AT COST | $18,355 | $27,746 |
| INTEL CORP | AT COST | $18,102 | $17,779 |
| JP MORGAN CHASE | AT COST | $23,300 | $26,651 |
| JANUS CAP GROUP INC | AT COST | $17,765 | $27,956 |
| JOHNSON & JOHNSON | AT COST | $17,895 | $24,729 |
| LOWES CO | AT COST | $15,741 | $27,996 |
| MCCORMICK & CO INC | AT COST | $14,476 | $19,642 |
| MICROSOFT CORP | AT COST | $17,835 | $22,633 |
| NORTH EAST UTILITIES | AT COST | $17,137 | $20,347 |
| NOVARTIS AG ADR | AT COST | $17,836 | $25,722 |
| SIEMENS AG ADR | AT COST | $18,103 | $24,932 |
| 3M CO | AT COST | $18,015 | $28,751 |
| TOTAL SPON ADR | AT COST | $18,596 | $20,525 |
| UNITED TECHNOLIGIES CORP | AT COST | $18,010 | $25,605 |
| WALGREEN CO | AT COST | $12,423 | $20,391 |
| WASTE MANAGEMENT | AT COST | $18,033 | $22,884 |
| WELLS FARGO | AT COST | $17,823 | $27,694 |
| BB&T CORP | AT COST | $20,752 | $24,631 |
| BCE INC | AT COST | $24,972 | $24,242 |
| BALL CORP | AT COST | $15,012 | $18,081 |
| COACH INC | AT COST | $18,808 | $18,242 |
| GENERAL ELECTRIC | AT COST | $24,967 | $25,816 |
| GENERAL MILLS | AT COST | $20,207 | $20,263 |
| LEGGETT & PLATT | AT COST | $23,570 | $23,608 |
| LOCKHEED MARTIN CORP | AT COST | $19,718 | $27,503 |
| ORACLE CORP | AT COST | $23,413 | $26,056 |
| PFIZER | AT COST | $24,434 | $26,037 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EXCISE TAX | Description |
| Amount | $3,985 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVISORY FEES | Desc |
| Revenue And Expenses Per Books | $3,654 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,827 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,827 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $878 | $878 | $0 |
| MA ANNUAL FILING FEES | $35 | $18 | $17 |
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