2013-05-15T07:22:20-05:00 2012-12-31 PESTA FINNIE & ASSOCIATES LLP 6826 MORRISON BLVD CHARLOTTE NC 28211 990PF 2012-01-01 562114229 LEEOLOU FAMILY FOUNDATION C/O ETON ADVISORS LP % ETON ADVISORS LP LEEO 9194421550 EXCHANGE WEST 1414 RALEIGH ROAD SUITE 445 Suite CHAPEL HILL NC 27517 steven leeolou 9194421550 2013-05-14 true vaLANA WOODSON 7043641829 2012 2016-02-25 16:41:14Z X 450887 X 0 12505 12505 8835 13700 8835 21340 21340 2500 2500 0 0 2598 2598 1300 124 39 39 6437 5261 0 0 6000 6000 12437 5261 0 6000 8903 16079 6424 2298 2298 208822 199032 231340 173774 179808 178694 17867 34656 38555 406887 415794 450887 0 X 406887 415794 406887 415794 406887 415794 406887 8903 4 415794 415794 PUBLICLY TRADED SECURITIES 13700 10517 3183 3183 CAPITAL GAIN DIVIDENDS P 5652 8835 false 14000 428279 0.032689 18750 401751 0.046671 32200 380143 0.084705 47250 516403 0.091498 48416 622711 0.07775 0.333313 0.066663 434211 28946 161 29107 6000 322 322 322 640 640 318 318 false false false false false false false true true NC true false false false false true ETON ADVISORS LP 9194421550 1414 RALEIGH ROAD SUITE 445 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 0 0 MARY DENISE LEEOLOU 1102 harbor drive delray beach FL 33483 0 0 ROBERT MALLERNEE 1414 raleigh road raleigh NC 27517 0 0 437929 2894 0 440823 0 440823 6612 434211 21711 21711 322 322 21389 21389 21389 6000 0 0 0 0 6000 6000 21389 0 2010 2009 2008 0 17889 21430 13487 52806 6000 0 6000 0 15389 15389 37417 0 0 0 0 2500 34917 21430 13487 STEPHEN R LEEOLOU AND MARY DENISE NONE X THE DIOCESAN SUPPORT APPEAL 1123 SOUTH CHURCH STREET CHARLOTTE NC 28203 NONE 509 (a) (1) General Purpose Support 2500 Friends for an earlier breast cancer test po box 10363 Greensboro NC 274040363 NONE 501(c)(3) General Purpose Support 1000 specialove for children with cancer 117 youth development court winchester VA 22602 NONE 501(c)(3) General Purpose Support 1500 ymca of greater charlotte 500 east morehead street suite 300 charlotte NC 28202 NONE 501(c)(3) General Purpose Support 1000 6000 14 12505 18 8835 21340 21340 false false false false false false false false false false TAX PREPARATION FEES 2500 2500 MISCELLANEOUS EXPENSE 39 39 NONDIVIDEND DISTRIBUTIONS FROM 1099 4 INVESTMENT MANAGEMENT FEES 2598 2598 FOREIGN TAX 124 124 FEDERAL INCOME TAX 1176