2021-03-19T14:08:04-05:00 2020-12-31 420714325 RSM US LLP 1861 INTERNATIONAL DRIVE SUITE 400 MCLEAN VA 22102 990PF 2020-01-01 326321709 THE CHESAPEAKE CHARITABLE FOUNDATION CHES 9178435468 2575 SOUTH BAYSHORE DR NO 12A MIAMI FL 33133 GRACE V LEAHY EXEC. DIR 9178435468 2021-03-15 1 GRACE LEAHY 999009999 YONG ZHANG CPA P01249785 7033366400 2021-03-15 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 9985672 X 3096170 8430 8430 155419 155419 -283672 3384140 0 79 79 2976426 163928 0 0 0 79200 39600 19800 26785 13393 6696 5885 2943 1471 43521 43521 0 833 833 0 1631 816 408 157855 101106 28375 425000 425000 582855 101106 453375 2393571 62822 2039127 1528037 1528037 4812579 8457635 8457635 6851706 9985672 9985672 0 0 X 6851706 9985672 6851706 9985672 6851706 9985672 6851706 2393571 740395 9985672 0 9985672 SALE OF PUBLICALLY TRADED STOCK P 2019-01-01 2020-12-31 2603658 2910168 -306510 -306510 SALE OF PUBLICALLY TRADED STOCK P 2020-01-01 2020-12-31 780482 760590 19892 19892 CAPITAL GAIN DIVIDENDS P 2019-01-01 2020-12-31 2946 2946 -283672 873 0 873 0 873 2173 0 0 0 2173 0 1300 1300 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 1 0 0 1 N/A GRACE V LEAHY 9178435468 2575 SOUTH BAYSHORE DR NO 12A MIAMI FL 33133 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN J LEAHY 2575 SOUTH BAYSHORE DRIVE APT 12A MIAMI FL 33133 TRUSTEE 2.00 0 0 0 GRACE V LEAHY 2575 SOUTH BAYSHORE DRIVE APT 12A MIAMI FL 33133 TRUSTEE/EXEC DIR 5.00 0 0 0 JULIETTE WHITE 1253 SPRINGFIELD AVENUE 279 NEW PROVIDENCE NJ 07974 VICE PRESIDENT 40.00 79200 19800 0 0 NONE 0 0 4904775 1738340 0 6643115 0 0 6643115 99647 6543468 327173 327173 873 873 326300 0 326300 0 326300 453375 0 453375 0 453375 326300 0 0 50819 77996 107949 236764 453375 0 0 0 326300 127075 0 0 363839 0 0 0 0 0 0 50819 313020 77996 107949 127075 GRACE V LEAHY 2575 SOUTH BAYSHORE DRIVE APT 12A MIAMI FL 33133 9178435468 NONE NONE NONE AMERICARES 88 HAMILTON AVE STAMFORD CT 06902 NONE PC TO SUPPORT THE PEOPLE OF THE BAHAMAS AFFECTED BY HURRICANE 20000 CATH CHARITIES ARCHDIOCESE MIAMI - ELDERLY MEAL DELIVERY 1505 NE 26TH STREET WILTON MANORS FL 33305 NONE PC TO PROVIDE MEALS TO THOSE 60 OR OLDER, WHO LIVE INDEPENDENTLY IN THEIR OWN HOMES 15000 CATHOLIC CHARITIES ARCHDIOCESE NY 1011 FIRST AVE 11TH FLOOR NY NY 10022 NONE PC TO SUPPORT THE MISSION TO UPHOLD THE DIGNITY OF EACH PERSON BY SERVING THE BASIC NEEDS OF THE POOR, TROUBLED, FRAIL AND OPPRESSED OF ALL RELIGIONS 50000 CATHOLIC CHARITIES USA 2050 BALLENGER AVE SUITE 400 ALEXANDRIA VA 22314 NONE PC TO SUPPORT THE MISSION OF PROVIDING SERVICES TO PEOPLE IN NEED, TO ADVOCATE FOR JUSTICE IN SOCIAL STRUCTURES, AND TO CALL THE ENTIRE CHURCH AND OTHER PEOPLE OF GOOD WILL TO DO THE SAME. 30000 CATHOLIC RELIEF SERVICES 228 WEST LEXINGTON STREET BALTIMORE MD 21201 NONE PC TO HELP SUPPORT THE MISSION OF CARRYING OUT THE COMMITMENT OF THE BISHOPS OF THE UNITED STATES TO ASSIST THE POOR AND VULNERABLE OVERSEAS. 50000 CITYMEALS ON WHEELS-NYC 355 LEXINGTON AVE NY NY 10017 NONE PC PROVIDE A CONTINUOUS LIFELINE OF NUTRITIOUS FOOD TO HOMEBOUND ELDERLY NEW YORKERS IN NEED 15000 CMMB CHAMPS HAITI 100 WALL ST 9TH FLOOR NY NY 10005 NONE PC PROVIDE HEALTH AND WELL-BEING TO MOTHERS, CHILDREN, AND THEIR FAMILIES AND COMMUNITIES IN HAITI 40000 COLLEGE OF MOUNT SAINT VINCENT 6301 RIVERDALE AVE RIVERDALE NY 10471 NONE PC TO SUPPORT THE MISSION OF AN ACADEMICALLY EXCELLENT, AUTHENTICALLY INCLUSIVE, INDEPENDENT LIBERAL ARTS COLLEGE 25000 DOMINICAN NUNS OF SUMMIT 543 SPRINGFIELD AVE SUMMIT NJ 07901 NONE PC TO SUPPORT THE NUNS 10000 FEEDING SAN DIEGO 9455 WAPLES ST SUITE 135 SAN DIEGO CA 92121 NONE PC TO SUPPORT HUNGER RELIEF IN THE SAN DIEGO AREA 15000 FORDHAM UNIVERSITY 441 E FORDHAM ROAD FMH 512 BRONX NY 104585149 NONE PC TO SUPPORT THE MISSION OF PROVIDING THE HIGHEST QUALITY EDUCATION TO UNDERGRADUATE AND GRADUATE STUDENTS, IN THE JESUIT TRADITION 10000 MANHATTAN COLLEGE 4513 MANHATTAN PARKWAY RIVERDALE NY 10471 NONE PC TO SUPPORT ANNUAL FUND FOR ALL STUDENTS IN TIME OF GREAT NEED 25000 MANHATTAN COLLEGE 4513 MANHATTAN PARKWAY RIVERDALE NY 10471 NONE PC TO FUND PARTIAL SCHOLARSHIPS FOR STUDENTS PURSUING DEGREES IN MATHEMATICS. 15000 SECOND HARVEST FOOD BANK OF CENTRAL FLORIDA 411 MERCY DRIVE ORLANDO FL 32805 NONE PC TO SUPPORT THE MISSION OF FIGHTING HUNGER IN CENTRAL FLORIDA 15000 SAMARITAN'S PURSE - COVID 19 PO BOX 3000 BOONE NC 28607 NONE PC TO SUPPORT THE MISSION OF MEETING NEEDS OF PEOPLE WHO ARE VICTIMS OF WAR, POVERTY, NATURAL DISASTERS, DISEASE AND FAMINE. 15000 ST STEPHEN MARTYR CHURCH 2436 PENNSYLVANIA AVE NW WASHINGTON DC 20037 NONE PC FOR THEIR SPIRITUAL AND CHARITABLE MINISTRIES 20000 ST PATRICK'S CATHEDRAL 460 MADISON AVE NY NY 10022 NONE PC TO SUPPORT THE MISSION OF THE CATHEDRAL IN PROVIDING HOPE AND SOLACE IN TIMES OF PEACE AND PLENTY AND WAR AND SORROW 15000 SYRACUSE UNIVERSITY (MBA SCHOLARSHIP) 721 UNIVERSITY AVE SYRACUSE NY 13244 NONE PC TO PROVIDE SCHOLARSHIP AND FINANCIAL ASSISTANCE TO GRADUATE STUDENTS ENROLLED IN THE MBA PROGRAM IN THE WHITMAN SCHOOL OF MANAGEMENT 40000 425000 0 14 8430 14 155419 14 79 14 -283672 0 -119744 0 -119744 0 0 0 0 0 0 0 0 0 0 X X 1 MR JOHN J LEAHY AND MRS GRACE V LEAHY 2575 SOUTH BAYSHORE DRIVE APT 12A MIAMI FL 33133 3096170 X 1 VARIOUS STOCKS 3096170 2020-12-17 ACCOUNTING FEES 5885 2943 1471 142 SHARES ABBOTT LABORATORIES 15548 15548 161 SHARES ABBVIE INC 17251 17251 41 SHARES ADBE 20505 20505 41 SHARES ALIBABA 9542 9542 15 SHARES ALPHABET 26278 26278 9 SHARES AMAZON 29312 29312 55 SHARES AMGEN INC 12646 12646 139 SHARES APPLE 18444 18444 4313 SHARES ARK 536925 536925 384 SHARES AT&T INC 11044 11044 93 SHARES AUTODESK 28397 28397 890 SHARES BOA 26976 26976 88 SHARES BOSTONE SCIENTIFIC 3164 3164 221 SHARES BRISTOL MYERS SQUIBB 18423 18423 221 SHARES BROWN-FORMAN 17554 17554 204 SHARES CHEVERON CORP 17228 17228 60 SHARES CHUBB LTD 9235 9235 61 SHARES CINTAS 21561 21561 401 SHARES CISCO SYSTEMS INC 17945 17945 193 SHARES COCA-COLA COMPANY 10584 10584 40 SHARES COSTCO 15071 15071 94 SHARES DANAHER 20881 20881 26533.353 SHARES COHEN & STEERS PFD SECURITIES & INCOME CL I 382346 382346 748 SHARES CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF ETF 120263 120263 20 SHARES DOALLAR GENL CORP 4206 4206 52 SHARES DEXCOM 19225 19225 220 SHARES EDWARDS LIFESCIENCES 20071 20071 141 SHARES EMERSON ELECTRIC CO 11332 11332 194 SHARES ELECTRONIC ARTS 27858 27858 75 SHARES ESTEE LAUDER 19964 19964 267 SHARES FORTIVE CORP 18909 18909 302 SHARES GENPACT 12491 12491 174 SHARES GENERAL MILLS INC 10231 10231 407 SHARES GLOBAL X US INFRASTRUCTURE DEVELOPMENT ETF 8632 8632 885 SHARES GOLDMAN SACHS ACTIVEBETA US LARGE CAP EQUITY ETF 66986 66986 64 SHARES HONEYWELL INTL INC 13613 13613 411 SHARES INTEL CORP 20476 20476 37 SHARES INTUITIVE 30270 30270 65 SHARES INTUIT 24690 24690 186 SHARES INVESCO EXCHANGE S&P 500 EQUAL WEIGHT ENERGY ETF 10559 10559 1142 SHARES INVESCO QQQ ETF 358291 358291 32 SHARES ISHARES 20+ YR TREASURY BOND ETF 5047 5047 2514 SHARES ISHARES CORE MSCI EAFE ETF 173692 173692 3479 SHARES ISHARES CORE MSCI EMERGING MARKETS ETF 215837 215837 299 SHARES ISHARES CORE MSCI EUROPE 15333 15333 39 SHARES ISHARES CORE S&P 500 ETF 4993 4993 37 SHARES ISHARES EXPANDED TECH 13102 13102 374 SHARES ISHARES MSCI EAFE GROWTH ETF 37740 37740 157 SHARES ISHARES MSCI EAFE VALUE ETF 7410 7410 915 SHARES ISHARES MSCI EAFE SMALL CAP ETF 62540 62540 88 SHARES ISHARES TECHNOLOGY ETF 7487 7487 76 SHARES ISHARES US FINANCIAL SERVICES ETF 11404 11404 23 SHARES ISHARES US MEDICAL DEVICES ETF 7528 7528 96 SHARES JOHNSON & JOHNSON 15108 15108 281 SHARES JPMORGAN BETABUILDER JAPAN ETF 7868 7868 190 SHARES JPMORGAN CHASE & CO 24143 24143 153 SHARES JP MORGAN DIV RETURN 8906 8906 791 SHARES KIMBERLY CLARK CORP 11865 11865 791 SHARES KINDER MORGAN INC DE 10813 10813 86 SHARES L3HARRIS 16256 16256 285 SHARES LEGGETT & PLATT INC 12626 12626 54 SHARES LOCKHEED MARTIN CORP 19169 19169 32 SHARES LOWES 5136 5136 42 SHARES LULUEMON 14617 14617 78 SHARES M&T BANK CORP 9929 9929 120 SHARES MATCH GROUP 18143 18143 74 SHARES MASTERCARD 26414 26414 81 SHARES MCDONALD CORP 17381 17381 190 SHARES MERCK & COMPANY INC NEW 15542 15542 253 SHARES MICROSOFT CORP 56272 56272 116 SHARES NXP 18445 18445 95 SHARES NORFOLK SOUTHERN CORP 22573 22573 11 SHARES NORTHROP 3352 3352 166 SHARES NUCOR CORP 8830 8830 288 SHARES PFIZER INC 10601 10601 133 SHARES PAYPAL 31149 31149 128 SHARES PNC FINANCIAL SERVICES GROUP INC 19072 19072 470 SHARES PPL CORP 13254 13254 90 SHARES PROCTER & GAMBLE COMPANY 12523 12523 35 SHARES PROGRESSIVE 3461 3461 50 SHARES PROLOGIS INC 4983 4983 95 SHARES QUALCOMM INC 14472 14472 49 SHARES ROPER TECH 21123 21123 73 SHARES SBA COM. 20595 20595 1000 SHARES SECTOR ENERGY SELECCT SECTOR SPDR ETF 37900 37900 4180 SHARES SECTOR FINANCIAL SELECT SECTOR SPDF ETF 123226 123226 1352 SHARES SECTOR INDUSTRIAL SELECT SECTOR SPDR ETF 119720 119720 1244 SHARES SECTOR TECH SELECT SECTOR SPDR ETF 161745 161745 1788 SHARES SECTOR COM. SERVICE SELECT SECTOR SPDR ETF 120654 120654 1066 SHARES SECTOR HEALTHCARE SELECT SECTOR SPDR ETF 120927 120927 24 SHARES SERVICENOW 13210 13210 32 SHARES SHERWIN WILLIAMS 23517 23517 16 SHARES SHOPIFY 18111 18111 51 SHARES STARBUCKS 5456 5456 37 SHARES TARGET 6532 6532 56 SHARES THERMO FISHER 26084 26084 26 SHARES UNITED PARCEL SERVICE INC CLB 4378 4378 11 SHARES UNITEDHEALTH 3857 3857 568 SHAERS VANECK 18233 18233 5563.088 SHARES VANGUARD EQUITY INCOME ADMIRAL CL 441320 441320 16 SHARES VANGUARD INFORMATION TECHNOLOGY ETF 5661 5661 268 SHARES VANGUARD ST CROP BOND ETF 22311 22311 88 SHARES VANGUARD INTERMEDIATE TERM TREASURY INDEX ETF 8548 8548 1119 SHARES VANGUARD MID CAP ETF 231376 231376 1361 SHARES VANGUARD S&P 500 INDEX ETF 467762 467762 800 SHARES VANGUARD SMALL CAP ETF 155744 155744 553 SHARES VANGUARD TOTAL BOND MARKET EFT 48769 48769 41 SHARES VIATRIS 768 768 24 SHARES VISA 5250 5250 115 SHARES WASTE MANAGEMENT 13562 13562 174 SHARES WP CAREY INC 12281 12281 120 SHARES WALMART 17298 17298 146 SHARES ZOETIS 24164 24164 5000 SHARES BLACKSTONE 324050 324050 2000 SHARES LAM RESEARCH 944540 944540 1000 SHARES MICROSOFT 222420 222420 3000 SHARES NVIDIA CORP 1566600 1566600 PAYCHEX FEES 1222 611 306 POSTAGE 409 205 102 OTHER TRUIST INCOME 79 79 79 UNREALIZED GAIN ON INVESTMENTS 740395 BB&T INVESTMENT ADVISOR FEES 43521 43521 0 MR JOHN J LEAHY AND MRS GRACE V LEA 2575 SOUTH BAYSHORE DRIVE APT 12A MIAMI FL 33133 FOREIGN TAXES PAID 833 833 0