LEE FAMILY FOUNDATION TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LEE FAMILY FOUNDATION TR (EIN 04-6919219)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202601359349103610
- Schema version
- 2025v4.1
- 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
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T13:44:23-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HUNTINGTON QUADRANGLE -SUITE | AddressLine1Txt |
| Address Line2 | 3N05 | AddressLine2Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | 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 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEEF | BusinessNameControlTxt |
| Phone | 9412608826 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1439 SOUTH LAKESHORE DRIVE | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34231 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN J LEE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9412608826 | PhoneNum |
| Signature | 2026-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLISON GALLAGHER | PreparerPersonNm |
| PTIN | P01298380 | PTIN |
| Phone | 5163527700 | PhoneNum |
| Preparation | 2026-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,970,512 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,737 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,737 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,737 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $23,919 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,919 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $23,919 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $76,680 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $974,755 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $76,680 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $103,336 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $103,336 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $26,656 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $35 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $35 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,464 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,464 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,999 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,249 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $235,575 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $235,575 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $246,574 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,249 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $237,325 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$143,238 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $94,087 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $26,656 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $63,840 | CashBOYAmt |
| Cash EOY | $261,203 | CashEOYAmt |
| Cash EOYFMV | $261,203 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $378,186 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $378,186 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $378,186 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $378,186 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,376,472 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,032,675 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,331,123 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,818,498 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,672,064 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,970,512 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $23,942 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,942 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,818,498 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,648,122 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,818,498 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,648,122 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,818,498 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,672,064 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,818,498 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$143,238 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,675,260 | SubtotalAmt |
| Other Decreases | $27,138 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,648,122 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| OPTIONS PALANTIR TECHNOLOGIES | P | 2023-01-01 | 2025-12-31 | $9,710 | $9,710 | $9,710 | |
| SALE OF SECURITIES | P | 2023-01-01 | 2025-12-31 | $965,045 | $66,970 | $66,970 | $898,075 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $76,680 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,308 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,308 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,308 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,280 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,280 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,972 | OverpaymentAmt |
| Applied To ES Tax | $4,972 | 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 | Yes (1) | 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 | ONE HUNTINGTON QUAD STE 3N05 | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEVEN J LEE | ||||||||
| 1439 SOUTH LAKESHORE DRIVE | SARASOTA | FL | 34231 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| KAREN A LEE | ||||||||
| 1439 SOUTH LAKESHORE DRIVE | SARASOTA | FL | 34231 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JUSTIN S LEE | ||||||||
| 1207 N LAKESHORE DRIVE | SARASOTA | FL | 34231 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MEGAN A LEE | ||||||||
| 8 PERKINS ROAD | MIDDLETOWN | MA | 01949 | 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 | $1,540,106 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,618 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $378,186 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,951,910 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,951,910 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,279 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,922,631 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $96,132 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $96,132 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,308 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,308 | TotalTaxAmt |
| Distributable Before Adj | $94,824 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $94,824 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $94,824 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $237,325 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $237,325 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $94,824 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $85,211 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Total For Prior Years | $53,935 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $237,325 | QualifyingDistributionsAmt |
| Applied To Year1 | $85,211 | AppliedToYear1Amt |
| Applied To Prior Years | $53,935 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $94,824 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,355 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,355 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,355 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $3,355 | 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 | 1439 SOUTH LAKESHORE DRIVE | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34231 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9412608826 | 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 (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALL FAITHS FOOD BANK | ||||||
| 2250 MYRTLE ST | SARASOTA | FL | 34234 | PC | CHARITABLE | $500 |
| ALZHEIMERS ASSOCIATION | ||||||
| PO BOX 96011 | WASHINGTON | DC | 200906011 | PC | CHARITABLE | $5,000 |
| AMERICAN CANCER SOCIETY | ||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | PC | CHARITABLE | $100 |
| AMERICAN RED CROSS | ||||||
| PO BOX 37839 | BOONE | IA | 500370839 | PC | CHARITABLE | $1,000 |
| ASOLO REPERTORY THEATER | ||||||
| 5555 N TAMIAMI TRL | SARASOTA | FL | 34243 | PC | CHARITABLE | $2,500 |
| CAPITAL RESEARCH CTR | ||||||
| 1513 16TH STREET NW | WASHINGTON | DC | 20036 | PC | CHARITABLE | $500 |
| COAST GUARD FOUNDATION | ||||||
| 394 TAUGWONK RD | STONINGTON | CT | 06378 | PC | CHARITABLE | $2,600 |
| COMPASSION & CHOICES | ||||||
| 101 SW MADISON STREET | PORTLAND | OR | 97207 | PC | CHARITABLE | $200 |
| DEPARTMENT OF GOVERNMENT EFFICIENCY | ||||||
| 200 THIRD STREET | PARKERSBURG | WV | 26101 | PC | CHARITABLE | $15,000 |
| FLORIDA SHERRIFS ASSOC | ||||||
| 2617 MAHAN DRIVE | TALLAHASSEE | FL | 32308 | PC | CHARITABLE | $200 |
| FLORIDA THEATRE | ||||||
| 128 E FORSYTH ST STE 300 | JACKSONVILLE | FL | 32202 | PC | CHARITABLE | $3,000 |
| HILLSDALE COLLEGE | ||||||
| 33 E COLLEGE STREET | HILLSDALE | MI | 49242 | PC | CHARITABLE | $400 |
| HOLOCAUST MUSEUM MEMORIAL | ||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | PC | CHARITABLE | $5,000 |
| INTERNATIONAL FELLOWSHIP CHRISTIANS AND JEWS | ||||||
| PO BOX 96105 | WASHINGTON DC | DC | 20090 | PC | CHARITABLE | $16,000 |
| JUDICIAL WATCH | ||||||
| PO BOX 96234 | WASHINGTON | DC | 20077 | PC | CHARITABLE | $5,500 |
| LEADERSHIP INSTITUTE CAMPUS REFORM | ||||||
| 1101 NORTH HIGHLAND ST | ARLINGTON | VA | 22201 | PC | CHARITABLE | $11,000 |
| LEHIGH UNIVERSITY CREW TEAM | ||||||
| 306 S NEW ST | BETHLEHEM | PA | 18015 | PC | CHARITABLE | $20,000 |
| MARINE CORP HERITAGE FUND | ||||||
| 18900 JEFFERSON DAVIS HWY | TRIANGLE | VA | 22172 | PC | CHARITABLE | $250 |
| MARINE CORP SCHOLARSHIP FUND | ||||||
| 909 N WASHINGTON STREET | ALEXANFRIA | VA | 22314 | PC | CHARITABLE | $500 |
| MEDIA RESEARCH CENTER | ||||||
| 2340 DULLES CORNER BLVD | HERNDON | VA | 20171 | PC | CHARITABLE | $100 |
| MEMORIAL SLOAN KETTERING | ||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | PC | CHARITABLE | $200 |
| MUTTS WITH A MISSION | ||||||
| 2700 SHIRLEY LANDING DR | VIRGINIA BEACH | VA | 23457 | PC | CHARITABLE | $200 |
| NATIONAL LEGAL & POLICY CENTER | ||||||
| 107 PARK WASHINGTON CT | FALLS CHURCH | VA | 22046 | PC | CHARITABLE | $200 |
| NRA-ILA | ||||||
| 11250 WAPLES MILL ROAD | FAIRFAX | VA | 22030 | PC | CHARITABLE | $125 |
| OPERATION HOMEFRONT | ||||||
| 17319 SAN PEDRO AVE STE 505 | SAN ANTONIO | TX | 78232 | PC | CHARITABLE | $10,000 |
| PAWS OF HONOR | ||||||
| 263 MCLAWS CIRCLE SUITE 104 | WILLIAMSBURG | VA | 23185 | PC | CHARITABLE | $50 |
| PRAGER UNIVERSITY | ||||||
| 15021 VENTURA BLVD 552 | SHERMAN OAKS | CA | 91403 | PC | CHARITABLE | $500 |
| RIVERVIEW HIGH SCHOOL ORCHESTRA | ||||||
| 1 RAM WAY | SARASOTA | FL | 34231 | PC | CHARITABLE | $6,000 |
| SALVATION ARMY | ||||||
| 615 SLATERS LANE | ALEXANDRIA | FL | 22314 | PC | CHARITABLE | $1,000 |
| SARASOTA MIDDLE SCHOOL BAND | ||||||
| 4826 ASHTON RD | SARASOTA | FL | 34233 | PC | CHARITABLE | $4,500 |
| SARASOTA ORCHESTRA | ||||||
| 709 N TAMIAMI TR | SARASOTA | FL | 34236 | PC | CHARITABLE | $250 |
| SELBY GARDENS | ||||||
| 900 S PALM AVE | SARASOTA | FL | 34236 | PC | CHARITABLE | $10,000 |
| SEMPER K-9 | ||||||
| PO BOX 451 | QUANTICO | VA | 22134 | PC | CHARITABLE | $200 |
| SHERIFF'S ACTIVITY LEAGUE | ||||||
| 3151 EDISON WAY | REDWOOD CITY | CA | 94063 | PC | CHARITABLE | $2,500 |
| SHRINERS HOSPITAL FOR CHILDREN | ||||||
| PO BOX 947765 | ATLANTA | GA | 30394 | PC | CHARITABLE | $5,000 |
| ST JUDE | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | CHARITABLE | $5,500 |
| TEMPLE SINAI | ||||||
| 4631 S LOCKWOOD RIDGE ROAD | SARASOTA | FL | 34231 | PC | CHARITABLE | $50,000 |
| THE HERITAGE FOUNDATION | ||||||
| 214 MASSACHUSETTS AVENUE | WASHINGTON | DC | 20002 | PC | CHARITABLE | $3,000 |
| THE RINGLING MUSEUM | ||||||
| 5401 BAY SHORE ROAD | SARASOTA | FL | 34243 | PC | CHARITABLE | $5,000 |
| TOWN OF SHERBORN FIRE DEPARTMENT | ||||||
| 22 N MAIN ST | SHERBORN | MA | 01770 | PC | CHARITABLE | $2,000 |
| TUNNEL TO TOWERS | ||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | PC | CHARITABLE | $16,000 |
| TURNING POINT USA | ||||||
| 4940 EAST BEVERLY ROAD | PHOENIX | AZ | 85044 | PC | CHARITABLE | $5,500 |
| VAN WEZEL CENTER PERFORMING ARTS FOUNDATION | ||||||
| 777 N TAMIAMI TRAIL 3RD | SARASOTA | FL | 34236 | PC | CHARITABLE | $15,000 |
| VENICE CONCERT BAND | ||||||
| 535 US HWY 41 BYPASS N BOX 123 | VENICE | FL | 34285 | PC | CHARITABLE | $400 |
| VET FOREIGN WARS | ||||||
| PO BOX 1437 ROOM 217 | ST PETERSBURG | FL | 33731 | PC | CHARITABLE | $300 |
| VIETNAM VETERANS MEMORIAL | ||||||
| 5 HENRY BACON DR NW | WASHINGTON | DC | 20002 | PC | CHARITABLE | $100 |
| WOUNDED WARRIOR | ||||||
| 4899 BELFORT ROAD STE 300 | JACKSONVILLE | FL | 32256 | PC | CHARITABLE | $2,600 |
| WSMR | ||||||
| 4202 E FOWLER AVENUE | TAMPA | FL | 33620 | PC | CHARITABLE | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $235,575 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,737 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,919 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $76,680 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $103,336 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $103,336 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $1,750 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | OFFICER MADE CHARITABLE DONATIONS IN 2025 TO MAKE UP FOR THE UNDISTRIBUTED INCOME IN 2022, 2023 AND 2024. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON | $100,996 | $138,492 |
| APPLE INC | $135,011 | $176,709 |
| BANK OF AMERICA | $27,458 | $38,500 |
| CATERPILLAR | $77,392 | $114,574 |
| CHEVRON CORP | $23,797 | $30,482 |
| COMCAST CORP | $27,265 | $17,934 |
| EXXON MOBILE | $30,606 | $60,170 |
| HONEYWELL INTL INC | $83,839 | $78,036 |
| JOHNSON & JOHNSON | $32,056 | $62,085 |
| MCDONALDS | $127,296 | $122,252 |
| NIVIDIA | $170,506 | $279,750 |
| PFIZER | $20,337 | $42,993 |
| PROCTOR AND GAMBLE | $21,906 | $9,960 |
| SOLSTICE ADV MATERIALS | $5,247 | $4,858 |
| TEXAS INSTRUMENTS INC | $13,465 | $17,349 |
| TRUIST FINANCIAL CORP | $3,828 | $4,921 |
| UNITED HEALTH GROUP | $50,548 | $33,011 |
| UNITED PARCEL SERVICES | $17,254 | $9,919 |
| WALMART INC | $63,868 | $89,128 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX | Desc |
| Amt | $27,138 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVISORY FEES | Desc |
| Revenue And Expenses Per Books | $7,464 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7,464 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPTIONS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $23,942 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MA ANNUAL FILING FEES | CategoryTxt |
| Amt | $35 | Amt |
| Net Investment Income | $35 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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