LEE FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: LEE FOUNDATION (EIN 72-1452245)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-08-07
IRS object ID: 201212209349100711
Schema version: 2011v1.2
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
Gain Loss Sale Other Assets Sch
General Explanation Attachment
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-08-07T14:38:03-00:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	TRANSWEST EQUITIES INC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	9300 BLUEBONNET BLVD	AddressLine1
City	BATON ROUGE	City
State	LA	State
ZIP Code	70810	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	721452245	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	LEE FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	LEEF	NameControl
Phone	2257693122	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	9300 BLUEBONNET BLVD	AddressLine1
City	BATON ROUGE	City
State	LA	State
ZIP Code	70810	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	PAMELA GRANT	Name
Title	SEC	Title
Phone	2257693122	Phone
Date Signed	2012-08-07	DateSigned
Authorize Third Party	false	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	PAMELA GRANT	Name
Phone	2257693122	Phone
Date Prepared	2012-08-07	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	1779551	FMVAssetsEOY
Method Of Accounting Accrual	X	MethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	196000	ContriReceivedRevAndExpnss
Dividends Rev And Expnss	34610	DividendsRevAndExpnss
Dividends Net Invst Incm	34610	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	99679	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	579296	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	99679	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	330289	TotalRevenueAndExpenses
Total Net Investment Income	134289	TotalNetInvestmentIncome
Other Prof Fees Rev And Expnss	11334	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	11334	OtherProfFeesNetInvstIncm
Other Prof Fees Adj Net Incm	11334	OtherProfFeesAdjNetIncm
Taxes Rev And Expnss	245	TaxesRevAndExpnss
Taxes Net Invst Incm	54	TaxesNetInvstIncm
Taxes Adj Net Incm	54	TaxesAdjNetIncm
Tot Opr Expenses Rev And Expnss	11579	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	11388	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	11388	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	75000	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	75000	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	86579	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	11388	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	11388	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	75000	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	243710	ExcessOfRevenueOverExpenses
Net Investment Income	122901	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	546529	CashBOY
Cash EOY	244162	CashEOY
Cash EOYFMV	244162	CashEOYFMV
Accounts Receivable	196000	AccountsReceivable
Accounts Receivable BOY	189000	AccountsReceivableBOY
Accounts Receivable EOY	196000	AccountsReceivableEOY
Accounts Receivable EOYFMV	196000	AccountsReceivableEOYFMV
Investments Govt Oblig BOY	118399	InvestmentsGovtObligBOY
Investments Govt Oblig EOY	10290	InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV	10290	InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY	632392	InvestmentsCorpStockBOY
Investments Corp Stock EOY	1279579	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	1279579	InvestmentsCorpStockEOYFMV
Investments Other BOY	49520	InvestmentsOtherBOY
Investments Other EOY	49520	InvestmentsOtherEOY
Investments Other EOYFMV	49520	InvestmentsOtherEOYFMV
Total Assets BOY	1535840	TotalAssetsBOY
Total Assets EOY	1779551	TotalAssetsEOY
Total Assets EOYFMV	1779551	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Retained Earnings BOY	1535840	RetainedEarningsBOY
Retained Earnings EOY	1779551	RetainedEarningsEOY
Total Net Assets BOY	1535840	TotalNetAssetsBOY
Total Net Assets EOY	1779551	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	1535840	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	1779551	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	1535840	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	243710	ExcessOfRevenueOverExpenses
Other Increases	1	OtherIncreases
Subtotal	1779551	Subtotal
Total Net Assets Fund Balances EOY	1779551	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (69 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
APACHE CORP	P	2011-06-17	2011-09-20	973	1170	-197	-197
APPLE	P	2011-06-17	2011-09-27	404	322	82	82
BLACKROCK INC	P	2011-06-17	2011-09-16	955	1132	-177	-177
BLACKROCK INC	P	2011-06-17	2011-11-15	1795	2077	-282	-282
CONSOLIDATED EDISON	P	2008-10-16	2011-06-17	79199	58016	21183	21183
CORNING	P	2011-06-17	2011-09-16	832	1076	-244	-244
DELL	P	2011-06-17	2011-09-27	1491	1555	-64	-64
DOW CHEMICAL	P	2008-10-16	2011-06-17	69119	46751	22368	22368
DUPONT	P	2008-10-16	2011-06-17	71355	46493	24862	24862
GENERAL ELECTRIC	P	2008-10-16	2011-06-17	41953	42618	-665	-665
GENERAL ELECTIC	P	2008-10-16	2011-09-16	339	395	-56	-56
GOLDMAN SACHS	P	2011-06-17	2011-11-15	2468	3451	-983	-983
JACOBS ENGINEERING GROUP	P	2011-06-17	2011-09-20	1226	1439	-213	-213
KINETIC CONCEPTS	P	2011-06-17	2011-09-16	1923	1613	310	310
MARATHON OIL	P	2011-06-17	2011-09-20	432	517	-85	-85
MARATHON OIL	P	2011-06-17	2011-07-26	20	21	-1	-1
MCDONALDS	P	2011-06-17	2011-09-20	1264	1153	111	111
NII HOLDINGS	P	2011-06-17	2011-09-16	1173	1269	-96	-96
PARKER HANNIFIN	P	2011-06-17	2011-06-16	2312	2840	-528	-528
PEPSI CO	P	2011-06-17	2011-09-28	3275	3577	-302	-302
PROCTER GAMBLE	P	2011-06-17	2011-09-16	1226	1231	-5	-5
RAYONIER	P	2011-06-17	2011-08-02	2495	2516	-21	-21
RAYONIER	P	2011-06-17	2011-09-13	20	21	-1	-1
ROSS STORES	P	2011-06-17	2011-09-20	1479	1359	120	120
STATE STREET CORP	P	2011-06-17	2011-09-20	2337	3053	-716	-716
TRAVELERS COMPANIES	P	2011-06-17	2011-09-20	615	695	-80	-80
WALMART STORES	P	2011-06-17	2011-09-16	947	955	-8	-8
WALMART STORES	P	2011-06-17	2011-09-16	1743	1751	-8	-8
WHITING PETROLEUM CORP	P	2011-06-17	2011-09-20	1202	1472	-270	-270
CAP 1 MUTAL FUND EQUITIES	P	2011-06-17	2011-09-30		10217	-10217	-10217
ANNALIST CAP MGMT	P	2011-03-30	2011-08-09	3536	3646	-110	-110
AUTO DATA PROCESSING	P	2009-08-13	2011-03-30	10188	7704	2484	2484
BERKSHIRE HATHAWAY	P	2008-11-19	2011-03-30	7669	5131	2538	2538
BOEING	P	2008-04-09	2011-03-30	1474	1564	-90	-90
BOEING	P	2008-09-16	2011-03-30	3700	3060	640	640
CINTAS	P	2009-11-12	2011-03-30	8892	8673	219	219
CISCO SYSTEMS	P	2009-02-09	2011-03-30	10435	10774	-339	-339
COCA COLA	P	2005-08-09	2011-03-30	7304	7186	118	118
COCA COLA	P	2008-08-09	2011-05-02	1354	879	475	475
COCA COLA	P	2008-10-10	2011-05-02	6777	4111	2666	2666
COMCAST CP	P	2010-03-18	2011-03-30	7408	5377	2031	2031
DOW	P	2008-10-30	2011-03-30	9396	6414	2982	2982
GENERAL ELECTRIC	P	2008-11-25	2011-03-30	10016	7696	2320	2320
JOHNSON JOHNSON	P	2006-02-03	2011-08-09	3468	2702	766	766
KRAFT	P	2009-03-16	2011-03-30	2515	1862	653	653
LEUCADIA NATIONAL CORP	P	2008-10-30	2011-03-30	13152	9330	3822	3822
MARKEL CORP	P	2005-04-07	2011-03-30	9874	8467	1407	1407
MEDTRONIC INC	P	2008-06-10	2011-03-30	7505	9586	-2081	-2081
MICROSOFT	P	2008-10-05	2011-03-30	2565	2488	77	77
MICROSOFT	P	2008-07-24	2011-08-09	2458	2488	-30	-30
ORACLE CORP	P	2008-10-10	2011-03-30	1988	1008	980	980
SECTOR SPDR CONSUMER	P	2011-03-30	2011-08-09	1938	2196	-258	-258
TORCHMARK CORP	P	2009-09-24	2011-03-30	13902	8843	5059	5059
TYCO NTL LTD	P	2008-09-19	2011-03-30	4463	4550	-87	-87
TYCO NTL LTD	P	2010-11-24	2011-03-30	3133	2631	502	502
VANGUARD INFO TECH	P	2011-03-30	2011-08-09	14650	16733	-2083	-2083
WALMART	P	2000-08-21	2011-03-30	2614	2416	198	198
WELLS FARGO CO	P	2009-03-13	2011-03-30	5122	2109	3013	3013
WESTERN DIGITAL CO	P	2010-05-06	2011-03-30	6013	6237	-224	-224
WESTERN UNION CO	P	2007-08-21	2011-03-30	8496	4556	3940	3940
WESTERN UNION CO	P	2007-08-21	2011-08-09	1181	831	350	350
LOOMIS BOND FUND	P	2008-09-16	2011-03-30	56122	45593	10529	10529
PRIN HIGH YIELD FUND	P	2008-09-16	2011-03-30	4533	4119	414	414
TCW BOND FUND	P	2009-02-23	2011-03-30	5583	5234	349	349
PRIN HIGH YIELD FUND	P	2008-09-16	2011-08-09	11300	10842	458	458
TCW BOND FUND	P	2009-02-23	2011-08-09	12750	11826	924	924
PRIN HIGH YIELD FUND	P	2008-09-16	2011-12-19	838		838	838
TCW BOND FUND	P	2009-02-23	2011-12-29	37		37	37
TWEEKY BROWN GLOBAL FUND	P	2009-02-23	2011-12-29	375		375	375

Field	Value	IRS element (for citing)
Capital Gain Net Income	99679	CapitalGainNetIncome
Net Short Term Capital Gain Or Loss	-16048	NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Qualifying Distributions Year1	70000	QualifyingDistributionsYear1
Noncharitable Assets Year1	1361843	NoncharitableAssetsYear1
Distribution Ratio Year1	000.051401	DistributionRatioYear1
Qualifying Distributions Year2	65000	QualifyingDistributionsYear2
Noncharitable Assets Year2	1407646	NoncharitableAssetsYear2
Distribution Ratio Year2	000.046176	DistributionRatioYear2
Total Distribution Ratio	000.097577	TotalDistributionRatio
Average Distribution Ratio	000.048789	AverageDistributionRatio

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	2458	InvestmentIncomeExciseTax
Subtotal	2458	Subtotal
Tax Based On Investment Income	2458	TaxBasedOnInvestmentIncome
Tax Paid With Extension	1500	TaxPaidWithExtension
Total Credits And Payments	1500	TotalCreditsAndPayments
Tax Paid Original Return	1500	TaxPaidOriginalReturn
Tax Due	958	TaxDue

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	LA	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	THOMAS H LEE	BooksInCareOfPersonName
Books In Care Of Phone Number	2257693122	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	9300 BLUEBONNET BLVD	AddressLine1
City	BATON ROUGE	City
State	LA	State
ZIP Code	70810	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation
WINIFRED LEE
1608 WEST END PLACE	ROUND ROCK	TX	78681	SEC/PRES/DIR	000.00	0
THOMAS H LEE
9300 BLUEBONNET BLVD	BATON ROUGE	LA	70810	PRES/DIR	002.00	0

Field	Value	IRS element (for citing)
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Field	Value	IRS element (for citing)
Description1	N/A	Description1
Expenses1	0	Expenses1

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	1020330	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	395346	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	242020	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	1657696	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	1657696	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	24865	CashDeemedCharitable
Net Noncharitable Assets	1632831	NetNoncharitableAssets
Minimum Investment Return	81642	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	81642	MinimumInvestmentReturn
Tax Based On Investment Income	2458	TaxBasedOnInvestmentIncome
Total Tax	2458	TotalTax
Distributable Amount Before Adj	79184	DistributableAmountBeforeAdj
Distributable Amount Before Ded	79184	DistributableAmountBeforeDed
Distributable Amount As Adjusted	79184	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	75000	ExpensesAndContributions
Qualifying Distributions	75000	QualifyingDistributions
Adj Qualifying Distributions	75000	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	79184	DistributableAmountAsAdjusted
Excess Distri Carryover Year5	14742	ExcessDistriCarryoverYear5
Excess Distri Carryover Year1	2078	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	16820	TotalExcessDistriCarryover
Qualifying Distributions	75000	QualifyingDistributions
Applied To Current Year	75000	AppliedToCurrentYear
Excess Distri Cyov App CY Corpus	4184	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	4184	ExcessDistriCyovAppliedCY
Total Corpus	12636	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov From Year5	10558	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	2078	ExcessDistriCyovToNextYear
Excess From Year1	2078	ExcessFromYear1

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
ISTRUMA BAPTIST CHURCH
10500 SAM RUSHING DR	BATON ROUGE	LA	70816	PUBLIC	GENERAL FUND	$10,000
FIRST BAPTIST CHURCH OF NEW ORLEANS
5290 CANAL BLVD	NEW ORLEANS	LA	70124	PUBLIC	GENERAL FUND	$20,000
PRISON FELLOWSHIP
PO BOX 1550	MERRIFIELD	VA	22116	PUBLIC	GENERAL FUND	$5,000
GRACE TO YOU MINISTRIES
PO BOX 4000	PANORAMA CITY	CA	91412	PUBLIC	GENERAL FUND	$40,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	75000	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Unrelated Business Income	$34,610	UnrelatedBusinessIncomeAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Unrelated Business Income	$99,679	UnrelatedBusinessIncomeAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$134,289	UnrelatedBusinessIncomeAmount

Field	Value	IRS element (for citing)
Total Part XVIA	134289	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo (3 entries)

Contributor NumberContributorNumber	Contributor Name IndividualContributorNameIndividual	Address Line1ContributorAddressUS/AddressLine1	CityContributorAddressUS/City	StateContributorAddressUS/State	ZIP CodeContributorAddressUS/ZIPCode	Aggregate ContributionsAggregateContributions	Person Contribution TypePersonContributionType
0001	TRANSWEST EQUITIES INC	9300 BLUEBONNET BLVD	BATON ROUGE	LA	70810	130000	X
0002	SOUTHWEST FINANCIAL MANAGEMENT	9300 BLUEBONNET BLVD	BATON ROUGE	LA	70810	40000	X
0003	WINIFRED LEE	1608 WEST END PLACE	ROUND ROCK	TX	78686	26000	X

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset (69 entries)

NameName	Date AcquiredDateAcquired	How AcquiredHowAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	BasisBasis	Total NetTotalNet
CAP 1
APACHE CORP	2011-06	P	2011-09	973	2340	197
CAP 1
APPLE	2011-06	P	2011-09	404	644	82
CAP 1
BLACKROCK INC	2011-06	P	2011-09	955	2264	177
CAP 1
BLACKROCK INC	2011-06	P	2011-11	1795	4154	282
CAP 1
CONSOLIDATED EDISON	2008-10	P	2011-06	79199	116032	21183
CAP 1
CORNING	2011-06	P	2011-09	832	2152	244
CAP 1
DELL	2011-06	P	2011-09	1491	3110	64
CAP 1
DOW CHEMICAL	2008-10	P	2011-06	69119	93502	22368
CAP 1
DUPONT	2008-10	P	2011-06	71355	92986	24862
CAP 1
GENERAL ELECTRIC	2008-10	P	2011-06	41953	85236	665
CAP 1
GENERAL ELECTIC	2008-10	P	2011-09	339	790	56
CAP 1
GOLDMAN SACHS	2011-06	P	2011-11	2468	6902	983
CAP 1
JACOBS ENGINEERING GROUP	2011-06	P	2011-09	1226	2878	213
CAP 1
KINETIC CONCEPTS	2011-06	P	2011-09	1923	3226	310
CAP 1
MARATHON OIL	2011-06	P	2011-09	432	1034	85
CAP 1
MARATHON OIL	2011-06	P	2011-07	20	42	1
CAP 1
MCDONALDS	2011-06	P	2011-09	1264	2306	111
CAP 1
NII HOLDINGS	2011-06	P	2011-09	1173	2538	96
CAP 1
PARKER HANNIFIN	2011-06	P	2011-06	2312	5680	528
CAP 1
PEPSI CO	2011-06	P	2011-09	3275	7154	302
CAP 1
PROCTER GAMBLE	2011-06	P	2011-09	1226	2462	5
CAP 1
RAYONIER	2011-06	P	2011-08	2495	5032	21
CAP 1
RAYONIER	2011-06	P	2011-09	20	42	1
CAP 1
ROSS STORES	2011-06	P	2011-09	1479	2718	120
CAP 1
STATE STREET CORP	2011-06	P	2011-09	2337	6106	716
CAP 1
TRAVELERS COMPANIES	2011-06	P	2011-09	615	1390	80
CAP 1
WALMART STORES	2011-06	P	2011-09	947	1910	8
CAP 1
WALMART STORES	2011-06	P	2011-09	1743	3502	8
CAP 1
WHITING PETROLEUM CORP	2011-06	P	2011-09	1202	2944	270
CAP 1
CAP 1 MUTAL FUND EQUITIES	2011-06	P	2011-09		20434	10217
SCHWAB
ANNALIST CAP MGMT	2011-03	P	2011-08	3536	7292	110
SCHWAB
AUTO DATA PROCESSING	2009-08	P	2011-03	10188	15408	2484
SCHWAB
BERKSHIRE HATHAWAY	2008-11	P	2011-03	7669	10262	2538
SCHWAB
BOEING	2008-04	P	2011-03	1474	3128	90
SCHWAB
BOEING	2008-09	P	2011-03	3700	6120	640
SCHWAB
CINTAS	2009-11	P	2011-03	8892	17346	219
SCHWAB
CISCO SYSTEMS	2009-02	P	2011-03	10435	21548	339
SCHWAB
COCA COLA	2005-08	P	2011-03	7304	14372	118
SCHWAB
COCA COLA	2008-08	P	2011-05	1354	1758	475
SCHWAB
COCA COLA	2008-10	P	2011-05	6777	8222	2666
SCHWAB
COMCAST CP	2010-03	P	2011-03	7408	10754	2031
SCHWAB
DOW	2008-10	P	2011-03	9396	12828	2982
SCHWAB
GENERAL ELECTRIC	2008-11	P	2011-03	10016	15392	2320
SCHWAB
JOHNSON JOHNSON	2006-02	P	2011-08	3468	5404	766
SCHWAB
KRAFT	2009-03	P	2011-03	2515	3724	653
SCHWAB
LEUCADIA NATIONAL CORP	2008-10	P	2011-03	13152	18660	3822
SCHWAB
MARKEL CORP	2005-04	P	2011-03	9874	16934	1407
SCHWAB
MEDTRONIC INC	2008-06	P	2011-03	7505	19172	2081
SCHWAB
MICROSOFT	2008-10	P	2011-03	2565	4976	77
SCHWAB
MICROSOFT	2008-07	P	2011-08	2458	4976	30
SCHWAB
ORACLE CORP	2008-10	P	2011-03	1988	2016	980
SCHWAB
SECTOR SPDR CONSUMER	2011-03	P	2011-08	1938	4392	258
SCHWAB
TORCHMARK CORP	2009-09	P	2011-03	13902	17686	5059
SCHWAB
TYCO NTL LTD	2008-09	P	2011-03	4463	9100	87
SCHWAB
TYCO NTL LTD	2010-11	P	2011-03	3133	5262	502
SCHWAB
VANGUARD INFO TECH	2011-03	P	2011-08	14650	33466	2083
SCHWAB
WALMART	2000-08	P	2011-03	2614	4832	198
SCHWAB
WELLS FARGO CO	2009-03	P	2011-03	5122	4218	3013
SCHWAB
WESTERN DIGITAL CO	2010-05	P	2011-03	6013	12474	224
SCHWAB
WESTERN UNION CO	2007-08	P	2011-03	8496	9112	3940
SCHWAB
WESTERN UNION CO	2007-08	P	2011-08	1181	1662	350
SCHWAB
LOOMIS BOND FUND	2008-09	P	2011-03	56122	91186	10529
SCHWAB
PRIN HIGH YIELD FUND	2008-09	P	2011-03	4533	8238	414
SCHWAB
TCW BOND FUND	2009-02	P	2011-03	5583	10468	349
SCHWAB
PRIN HIGH YIELD FUND	2008-09	P	2011-08	11300	21684	458
SCHWAB
TCW BOND FUND	2009-02	P	2011-08	12750	23652	924
SCHWAB
PRIN HIGH YIELD FUND	2008-09	P	2011-12	838		838
SCHWAB
TCW BOND FUND	2009-02	P	2011-12	37		37
SCHWAB
TWEEKY BROWN GLOBAL FUND	2009-02	P	2011-12	375		375

General Explanation Attachment GeneralExplanationAttachment

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (3 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
Wal-Mart Store	12077	12077
Various Stocks	843747	843747
Mutual Funds	423755	423755

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Securities EOY Book Value	10290	USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV	10290	USGovtSecuritiesEOYFMV
State Local Securities EOY Book Val	10290	StateLocalSecuritiesEOYBookVal
State Local Securities EOYFMV	10290	StateLocalSecuritiesEOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Field	Value	IRS element (for citing)
Category Or Item	IRAQI DINARS	CategoryOrItem
Book Value	49520	BookValue
EOYFMV	49520	EOYFMV

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Field	Value	IRS element (for citing)
Description	ROUNDING	Description
Amount	$1	Amount

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (3 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Adjusted Net IncomeAdjustedNetIncome
Fees commissions	$923	923	923
Management fees - cap 1	$5,464	5464	5464
Mangagement fees - schwab	$4,947	4947	4947

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Adjusted Net IncomeAdjustedNetIncome
FOREIGN TAXES	$54	54	54
TAXES FEDERAL EXCISE TAX	$170	0	0
TAXES PENALTIES	$21	0	0

LEE FOUNDATION: Form 990PF, tax year 2011

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (69 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo (3 entries)

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset (69 entries)

General Explanation Attachment GeneralExplanationAttachment

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (3 entries)

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (3 entries)

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

Comments