2012-08-15T12:11:54-05:00 2011-12-31 PESTA FINNIE & ASSOCIATES LLP 6826 MORRISON BLVD CHARLOTTE NC 28211 990PF 2011-01-01 562114229 LEEOLOU FAMILY FOUNDATION C/O ETON ADVISORS LP % ETON ADVISORS LP LEEO 9194421550 EXCHANGE WEST 1414 RALEIGH ROAD SUITE 445 CHAPEL HILL NC 27517 mary d leeolou 2012-05-15 true PESTA FINNIE ASSOCIATE 7043641829 2011 2016-02-24 21:20:13Z X 413775 X 0 18916 18916 18025 142580 18025 36941 36941 2500 2500 0 0 2386 2386 140 140 89 89 5115 5115 0 0 14000 14000 19115 5115 0 14000 17826 31826 3882 6424 6424 205300 208822 224039 150298 173774 165110 29569 17867 18202 389049 406887 413775 0 X 389049 406887 389049 406887 389049 406887 389049 17826 12 406887 406887 PUBLICLY TRADED SECURITIES P 29403 29515 -112 -112 PUBLICLY TRADED SECURITIES 110438 95066 15372 15372 DISALLOWED WASH SALE 26 CAPITAL GAIN DIVIDENDS P 2739 18025 false 18750 401751 0.046671 32200 380143 0.084705 47250 516403 0.091498 48416 622711 0.07775 46667 589975 0.0791 0.379724 0.075945 428279 32526 318 32844 14000 637 637 637 104 700 804 3 164 164 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 4222 Fox brook Lane Charlotte NC 28211 0 0 MARY DENISE LEEOLOU 4222 fox brook lane charlotte NC 28211 0 0 ROBERT MALLERNEE 1414 raleigh road raleigh NC 27517 0 0 429069 5732 0 434801 0 434801 6522 428279 21414 21414 637 637 20777 20777 20777 14000 0 0 0 0 14000 14000 20777 0 2009 2008 2007 17682 17889 21430 13487 70488 14000 0 14000 0 6777 6777 63711 0 0 10905 52806 17889 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 PROVIDENCE DAY SCHOOL 5800 SARDIS ROAD CHARLOTTE NC 28270 NONE 509 (a) (1) General Purpose Support 5000 ENVIRONMENTAL DEFENSE LEADERSHIP TEAM 1875 CONNECTICUT AVENUE NW WASHINGTON DC 20009 NONE 501 (c) (3) General Purpose Support 1000 ST JUDE'S 4600 north fairfax drive arlington VA 22203 NONE 501 (c) (3) GENERAL PURPOSE SUPPORT 1000 Friends you can count on 3910 Hazel Lane Greensboro NC 27408 NONE 501(c)(3) General Purpose Support 1000 R&W FOUNDATION 8075 LEESBURG PIKE SUITE 200 VIENNA VA 22182 NONE 501(c)(3) GENERAL PURPOSE SUPPORT 1500 THE JAMES MADISON UNIVERSITY FOUNDATION 1320 S MAIN STREET MSC 8501 HARRISONBURG VA 22807 NONE 501(c)(3) GENERAL PURPOSE SUPPORT 2000 14000 14 18916 18 18025 36941 36941 false false false false false false false false false false TAX PREPARATION FEES 2500 2500 MISCELLANEOUS EXPENSE 89 89 INVESTMENT MANAGEMENT FEES 2386 2386 FOREIGN TAX 140 140