JAMES T LEE FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JAMES T LEE FOUNDATION INC (EIN 13-1878496)
- Tax period
- 2021-12-01 to 2022-11-30
- Filed
- 2023-10-16
- IRS object ID
- 202312899349100921
- Schema version
- 2021v4.2
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-16T11:38:15-05:00 | ReturnTs |
| Tax Period End | 2022-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131878496 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James T Lee Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEELEE BROWN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LEELEE | PersonFirstNm |
| Person Last | BROWN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,583,743 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $209 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $209 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,354 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,354 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $93,047 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $468,208 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $93,047 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $121,610 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $121,610 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $6,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24,264 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,264 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $20,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,994 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $3,224 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,224 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,618 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $49 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,569 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $40,850 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,313 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $33,543 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $161,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $161,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $202,350 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,313 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $195,043 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$80,740 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $117,297 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $26,401 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $172,652 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $172,652 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,429,276 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,195,385 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,411,091 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,455,677 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,368,037 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,583,743 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $6,951 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $6,951 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,448,726 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,368,037 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,448,726 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,368,037 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,455,677 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,368,037 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,448,726 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$80,740 | ExcessRevenueOverExpensesAmt |
| Other Increases | $51 | OtherIncreasesAmt |
| Subtotal | $1,368,037 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,368,037 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $468,208 | GrossSalesPriceAmt |
| Cost Or Other Basis | $375,161 | CostOrOtherBasisAmt |
| Gain Or Loss | $93,047 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $93,047 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $93,047 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,630 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,630 | SubtotalAmt |
| Tax Based On Investment Income | $1,630 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,700 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,700 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,070 | OverpaymentAmt |
| Applied To ES Tax | $2,070 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| Paul Duffy | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Raymond O'Keefe | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir | 1.0 | $0 | $0 | $0 |
| Delcour Potter | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Stephen Siegel | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Richard Wheeless | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Leelee Brown | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir | 1.0 | $0 | $0 | $0 |
| Mary Garner | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,715,877 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $67,618 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,783,495 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,783,495 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,752 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,756,743 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $87,837 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $87,837 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,630 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,630 | TotalTaxAmt |
| Distributable Before Adj | $86,207 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $86,207 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $86,207 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $195,043 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $195,043 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $86,207 | DistributableAsAdjustedAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $169,396 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $173,113 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $186,445 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $194,250 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $189,470 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $912,674 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $195,043 | QualifyingDistributionsAmt |
| Applied To Current Year | $86,207 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $108,836 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,021,510 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $169,396 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $852,114 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $173,113 | ExcessFromYear4Amt |
| Excess From Year3 | $186,445 | ExcessFromYear3Amt |
| Excess From Year2 | $194,250 | ExcessFromYear2Amt |
| Excess From Year1 | $189,470 | ExcessFromYear1Amt |
| Excess From Current Year | $108,836 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALL HALLOWS INSTITUTE | |||||||
| 111 E 164TH ST | BRONX | NY | 10452 | N/A | PC | General & Unrestricted | $7,500 |
| BEACON COLLEGE INC | |||||||
| 105 E MAIN ST | LEESBURG | FL | 34748 | N/A | PC | General & Unrestricted | $5,000 |
| BOROUGH OF MANHATTAN COMMUNITY COLLEGE | |||||||
| 199 CHAMBERS ST RM S710 | NEW YORK | NY | 10007 | N/A | GOV | General & Unrestricted | $15,000 |
| COTTAGE IN DARIEN INC | |||||||
| PO BOX 2355 | DARIEN | CT | 06820 | N/A | PC | General & Unrestricted | $20,000 |
| GUIDING EYES FOR THE BLIND INC | |||||||
| 611 GRANITE SPRINGS RD | YORKTOWN HTS | NY | 10598 | N/A | PC | General & Unrestricted | $20,000 |
| LOWER EAST SIDE TENEMENT MUSEUM | |||||||
| 103 ORCHARD ST 4TH FL | NEW YORK | NY | 10002 | N/A | PC | General & Unrestricted | $20,000 |
| NATIONAL JEWISH HEALTH | |||||||
| 1400 JACKSON ST | DENVER | CO | 80206 | N/A | PC | General & Unrestricted | $15,000 |
| NYU LANGONE HEALTH SYSTEM | |||||||
| 550 1ST AVE | NEW YORK | NY | 10016 | N/A | SO II | NYU Langone Epilepsy Center - FACES | $20,000 |
| TRUSTEES OF COLUMBIA UNIVERSITY | |||||||
| PO BOX 1523 | NEW YORK | NY | 10008 | N/A | PC | The Pancreas Center | $20,000 |
| UNITED STATES MERCHANT MARINE ACADEMY ALUMNI ASSOC | |||||||
| 300 STEAMBOAT RD | KINGS POINT | NY | 11024 | N/A | PC | General & Unrestricted | $19,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $161,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $209 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,354 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $93,047 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $121,610 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $121,610 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION/REVIEW | CategoryTxt |
| Amt | $6,750 | Amt |
| Disbursements Charitable Prps | $6,750 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mary Garner | PersonNm |
| Short Explanation | * Mary Garner, Secretary of James T. Lee Foundation, Inc. (the "Foundation"), is a disqualified person with respect to the Foundation. During taxable year ending November 30, 2022, the Foundation paid $20,000 to Mary Garner for Administrative Services as reported in Form 990-PF, Part I, Line 16c. | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARE SP SMALL CAP 600 INDEX | $108,175 | $145,835 |
| ISHARES BARCLAYS US AGGREGATE | $363,869 | $320,819 |
| ISHARES CORE MSCI EMERGING MAR | $8,246 | $5,973 |
| ISHARES CORE MSCI PACIFIC ETF | $39,014 | $34,259 |
| ISHARES S&P 500 INDEX FD | $292,336 | $478,903 |
| ISHARES TR S & P MIDCAP 400 IN | $101,679 | $152,144 |
| LAZARD CAP ALLOC OPPORTUNISTIC | $282,066 | $273,158 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $250 | $250 | |
| Bank Charges | $49 | $49 | |
| Postage/Delivery Service | $709 | $709 | |
| Storage Fee | $2,610 | $2,610 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $51 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $4,264 | $4,264 | |
| ADMINISTRATIVE SERVICES | $20,000 | $20,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2022 | $2,000 |
| 990-PF Excise Tax for 2021 | $994 |