LLEE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LLEE FOUNDATION (EIN 20-1968243)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202321359349101552
- Schema version
- 2022v5.0
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T10:10:15-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752393478 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITLEY PENN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3737 BUFFALO SPEEDWAY SUITE 1600 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77098 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201968243 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LLEE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LLEE | BusinessNameControlTxt |
| Phone | 7136211515 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3737 BUFFALO SPEEDWAY 1600 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77098 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LANNA LEE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7136211515 | PhoneNum |
| Signature | 2023-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LANNA | PersonFirstNm |
| Person Last | LEE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEN SAYEGH | PreparerPersonNm |
| PTIN | P01384414 | PTIN |
| Phone | 7136211515 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $772,083 | 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 | $16,294 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,294 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,647 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $136,625 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,647 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $130,941 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $30,941 | 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 | $3,718 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,859 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,859 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,138 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $155 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $154 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,882 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,867 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,738 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,881 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,028 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $97,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $97,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $114,238 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,881 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $99,528 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,703 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,060 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,157 | CashBOYAmt |
| Cash EOY | $7,082 | CashEOYAmt |
| Cash EOYFMV | $7,082 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $14,073 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,599 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,599 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $917 | AcctRcvblAmt |
| Acct Rcvbl BOY | $28,600 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $917 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $917 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $678,806 | CorporateStockBOYAmt |
| Corporate Stock EOY | $694,775 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $751,485 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $727,636 | TotalAssetsBOYAmt |
| Total Assets EOY | $715,373 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $772,083 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $3,718 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,718 | 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 | $727,636 | RetainedEarningBOYAmt |
| Retained Earning EOY | $711,655 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $727,636 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $711,655 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $727,636 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $715,373 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $727,636 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,703 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $744,339 | SubtotalAmt |
| Other Decreases | $32,684 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $711,655 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | 2021-01-01 | 2022-12-31 | $160 | $160 | $160 | |
| PNC | 2022-01-01 | 2022-12-31 | $4,380 | -$542 | -$542 | $4,922 |
| PNC | 2021-01-01 | 2022-12-31 | $113,396 | $5,563 | $5,563 | $107,833 |
| PNC | 2021-01-01 | 2022-12-31 | $18,689 | $9,466 | $9,466 | $9,223 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,647 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $251 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $251 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $251 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,168 | 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 | $1,168 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $917 | OverpaymentAmt |
| Applied To ES Tax | $917 | 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 | TX | 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 | WHITLEY PENN LLP | IndividualWithBooksNm |
| Phone | 7136211515 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3737 BAFFALO SPEEDWAY SUITE 1600 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77098 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LANNA L LEE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 3355 W ALABAMA SUITE 900 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77098 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $779,519 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,746 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $798,265 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $798,265 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,974 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $786,291 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,315 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,315 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $251 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $251 | TotalTaxAmt |
| Distributable Before Adj | $39,064 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $39,064 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $39,064 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $99,528 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $99,528 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,064 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $138,062 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $167,301 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $81,207 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $151,292 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $79,450 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $617,312 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $99,528 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $39,064 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $60,464 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $677,776 | 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 | $138,062 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $539,714 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $167,301 | ExcessFromYear4Amt |
| Excess From Year3 | $81,207 | ExcessFromYear3Amt |
| Excess From Year2 | $151,292 | ExcessFromYear2Amt |
| Excess From Year1 | $79,450 | ExcessFromYear1Amt |
| Excess From Current Year | $60,464 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LANNA L LEE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LANNA L LEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3737 BUFFALO SPEEDWAY SUITE 1600 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77098 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7135339536 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN APPLICATION IN THE APPLICANT'S OWN WORDS SPECIFYING THE AMOUNT REQUESTED AND HOW THE FUNDS WOULD BE USED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S FOUNDATION OF AMERICA | ||||||||
| 322 EIGHTH AVENUE 7TH FLOOR | NEW YORK | NY | 10001 | N/A | PUBLIC | GENERAL SUPPORT | $4,500 | |
| BARC | ||||||||
| 3200 CARR STREET | HOUSTON | TX | 77026 | N/A | PUBLIC | GENERAL SUPPORT | $2,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 | |
| DOWN SYNDROME ASSOCIATION | ||||||||
| 7115 WEST TIDWELL ROAD BUILDING | HOUSTON | TX | 77092 | N/A | PUBLIC | GENERAL SUPPORT | $2,000 | K106 |
| GREATER HOUSTON RED CROSS | ||||||||
| 2700 SOUTHWEST FREEWAY | HOUSTON | TX | 77098 | N/A | PUBLIC | GENERAL SUPPORT | $20,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 3750 N MCCARTY | HOUSTON | TX | 77029 | N/A | PUBLIC | GENERAL SUPPORT | $1,000 | |
| HAPPY HILL FARM | ||||||||
| 3846 N HIGHWAY 144 | GRANBURY | TX | 76048 | N/A | PUBLIC | GENERAL SUPPORT | $1,000 | |
| HOUSTON FOOD BANK | ||||||||
| 535 PORTWALL ST | HOUSTON | TX | 77029 | N/A | PUBLIC | GENERAL SUPPORT | $10,000 | |
| HOUSTON SPCA | ||||||||
| 7007 OLD KATY RD | HOUSTON | TX | 77024 | N/A | PUBLIC | GENERAL SUPPORT | $2,000 | |
| MEALS ON WHEELS FOR GREATER HOUSTON | ||||||||
| 3202 SAN JACINTO | HOUSTON | TX | 77004 | N/A | PUBLIC | GENERAL SUPPORT | $2,000 | |
| THE SALVATION ARMY | ||||||||
| 2208 WASHINGTON AVE | HOUSTON | TX | 77007 | N/A | PUBLIC | GENERAL SUPPORT | $2,000 | |
| NATIONAL WILDLIFE FEDERATION | ||||||||
| 1 STATIONERY PLACE | REXBURG | ID | 83441 | N/A | PUBLIC | GENERAL SUPPORT | $2,000 | |
| NEHEMIAH CENTER | ||||||||
| 5015 FANNIN ST | HOUSTON | TX | 77004 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 | |
| PARALYZED VETERANS OF AMERICA | ||||||||
| 801 EIGHTEENTH STREET NW | WASHINGTON | DC | 20006 | N/A | PUBLIC | GENERAL SUPPORT | $1,000 | |
| SPECIAL OLYMPICS TEXAS | ||||||||
| 10777 NORTHWEST FREEWAY | HOUSTON | TX | 77092 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 | |
| ST JUDE RESEARCH HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 | |
| ST JOSEPH'S INDIAN SCHOOL | ||||||||
| PO BOX 326 | CHAMBERLAIN | SD | 57326 | N/A | PUBLIC | GENERAL SUPPORT | $1,000 | |
| STAR OF HOPE | ||||||||
| 6801 ARDMORE STREET | HOUSTON | TX | 77054 | N/A | PUBLIC | GENERAL SUPPORT | $2,000 | |
| TEXAS CHILDREN'S HOSPITAL | ||||||||
| 6621 FANNIN STREET | HOUSTON | TX | 77030 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 | |
| THE CENTER FOUNDATION | ||||||||
| 3550 W DALLAS ST | HOUSTON | TX | 77019 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 | |
| URBAN HARVEST | ||||||||
| 3302 CANAL STREET | HOUSTON | TX | 77003 | N/A | PUBLIC | GENERAL SUPPORT | $2,000 | |
| UT MD ANDERSON CANCER CENTER | ||||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | N/A | PUBLIC | GENERAL SUPPORT | $10,000 | |
| HOUSTON PBS | ||||||||
| PO BOX 3626 | HOUSTON | TX | 77523 | N/A | PUBLIC | GENERAL SUPPORT | $500 | |
| THE SMILE TRAIN | ||||||||
| 9415 BURNET RD SUITE 207 | AUSTIN | TX | 78758 | N/A | PUBLIC | GENERAL SUPPORT | $2,000 | |
| VOLUNTEER HOUSTON | ||||||||
| 3303 MAIN STREET | HOUSTON | TX | 77002 | N/A | PUBLIC | GENERAL SUPPORT | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $97,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,294 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,647 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $30,941 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,941 | 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 |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANNA L LEE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3737 BUFFALO SPEEDWAY SUITE 1600 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77098 | ZIPCd |
| 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 | $3,718 | Amt |
| Net Investment Income | $1,859 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,859 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORPORATE STOCK | StockNm |
| EOY Book Value | $694,775 | EOYBookValueAmt |
| EOYFMV | $751,485 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $32,684 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $31 | $16 | $15 |
| INVESTMENT MANAGEMENT FEES | $10,851 | $10,851 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $309 | $155 | $154 |
| FEDERAL TAXES | $1,829 | $0 | $0 |