2021-11-10T09:07:31-08:00 2020-12-31 561521600 Dyer Raines & Associates LLP 2700 Coltsgate Rd Ste 202 Charlotte NC 28211 990PF 2020-01-01 203649206 LUND MCFEELEY FAMILY FOUNDATION LUND 7049055812 PO BOX 470907 CHARLOTTE NC 28247 PATRICK JAMES MCFEELEY Director 2021-11-10 true PATRICK JAMES MCFEELEY 999009999 TERESE M RAINES P00449426 7046438900 X 2 AAL1 IAL1 FAL1 2020 2022-09-23 18:48:47Z X 304122 X 30000 3 3 3 5041 5041 5041 31222 184681 31222 1051 66266 36266 6095 3123 3123 230 230 2738 823 1511 1511 3455 3036 419 11057 3859 5283 120305 120305 131362 3859 125588 -65096 32407 6095 5739 46641 46641 254070 150156 249075 9239 8407 8406 269048 205204 304122 1117 1117 X 269048 204087 269048 204087 269048 205204 269048 -65096 135 204087 204087 250.000 SHS GOPRO INC P 2014-01-01 2020-12-10 2075 15851 -13776 -13776 100.000 SHS ISHARES U.S. TECHNOLOGY P 2015-01-29 2020-04-09 21639 10113 11526 11526 VARIOUS MERRILL LYNCH - #02121 S/T G/L P 2020-01-01 2020-12-31 2875 2931 -56 -56 VARIOUS MERRILL LYNCH - #02121 L/T G/L P 2000-01-01 2020-12-31 63718 59895 3823 3823 VARIOUS MERRILL LYNCH - #02122 S/T G/L P 2020-01-01 2020-12-31 9512 8429 1083 1083 VARIOUS MERRILL LYNCH - #02122 L/T G/L P 2000-01-01 2020-12-31 83947 56240 27707 27707 VARIOUS MERRILL LYNCH - #02122 OTHER P 2020-05-01 2020-05-26 24 24 24 WASH SALE P 2000-01-01 2020-01-01 891 891 891 31222 1051 450 450 450 234 366 600 150 150 false false false false false false false true true NC true false true false false true N/A SHAUNA LUND MCFEELEY 7049055812 PO BOX 470907 CHARLOTTE NC 282470907 false false false false false false false false false false false false false false false false false false false false false false PATRICK JAMES MCFEELEY 4412 FOX BROOK LANE CHARLOTTE NC 28211 President 0.00 0 SHAUNA LUND MCFEELEY 4412 FOX BROOK LANE CHARLOTTE NC 28211 Secretary 0.00 0 NONE NONE FUNDRAISING EXPENSES FOR JUVENILE DIABETES RESEARCH FOUNDATION SPECIAL EVENTS 3123 277385 10304 0 287689 0 287689 4315 283374 14169 14169 450 450 13719 13719 13719 125588 125588 125588 13719 18270 98227 135341 112574 109495 473907 125588 0 13719 111869 585776 0 18270 567506 98227 135341 112574 109495 111869 X PAYPAL CHARITABLE GIVING FUND 1250 I STREET NW SUITE 1200 WASHINGTON DC 20005 NONE PC EXEMPT PURPOSE OF RECIPIENT CHARITABLE ORGANIZATION 105 JDRF INTERNATIONAL 200 VESEY STREET 28TH FLOOR NEW YORK NY 10281 NONE PC EXEMPT PURPOSE OF RECIPIENT CHARITABLE ORGANIZATION 65850 CHARLOTTE MECKLENBURG DREAM CENTER 2229 VILLAGE LAKE DRIVE CHARLOTTE NC 28212 NONE PC EXEMPT PURPOSE OF RECIPIENT CHARITABLE ORGANIZATION 25000 GOLDEN DOOR SCHOLARS 1101 RED VENTURES DRIVE FORT MILL SC 29707 NONE PC EXEMPT PURPOSE OF RECIPIENT CHARITABLE ORGANIZATION 25000 ASPEN VALLEY SKISNOWBOARD CLUB 300 AVSC DRIVE ASPEN CO 81623 NONE PC EXEMPT PURPOSE OF RECIPIENT CHARITABLE ORGANIZATION 2500 JIMMIE JOHNSON FOUNDATION PO BOX 242607 CHARLOTTE NC 28224 NONE PC EXEMPT PURPOSE OF RECIPIENT CHARITABLE ORGANIZATION 100 TAM CYCLING PO BOX 875 KENTFIELD CA 94914 NONE PC EXEMPT PURPOSE OF RECIPIENT CHARITABLE ORGANIZATION 500 THE GOOD FELLOWS CLUB INC 700 PARKWOOD AVE CHARLOTTE NC 28205 NONE PC EXEMPT PURPOSE OF RECIPIENT CHARITABLE ORGANIZATION 100 NATIONAL PURPLE HEART HONOR MISSION PO BOX 559 WALDEN NY 12586 NONE PC EXEMPT PURPOSE OF RECIPIENT CHARITABLE ORGANIZATION 150 KOWBOY KREWE FOUNDATION 2509 MINNIS DRIVE FORT WORTH TX 76117 NONE PC EXEMPT PURPOSE OF RECIPIENT CHARITABLE ORGANIZATION 500 LEUKEMIA LYMPHONA SOCIETY PO BOX 22443 NEW YORK NY 10087 NONE PC EXEMPT PURPOSE OF RECIPIENT CHARITABLE ORGANIZATION 500 120305 14 3 14 5041 18 31222 31222 5044 36266 false false false false false false false false false false X X 1 PATRICK JAMES MCFEELEY 4412 FOX BROOK LANE CHARLOTTE NC 28211 30000 X 140.00 SHS APPLE INC. AT COST 10033 18577 0.00 SHS GOPRO, INC. AT COST 560.00 SHS ISHARES U.S. TECHNOLOGY AT COST 14159 47645 VARIOUS - M/L #02121 ATTACHMENT AT COST 67952 91961 VARIOUS - M/L #02122 ATTACHMENT AT COST 58012 90892 DUE FROM PATRICK J. MCFEELEY 9239 8406 8406 Rounding 1 CHASE CARD ANNUAL MEMBERSHIP 95 95 INVESTMENT ADVISORY FEES 2874 2874 MERRILL LYNCH EMA ANNUAL FEE 150 150 MISCELLANEOUS INVESTMENT EXPENSE 5 5 NET OVERDRAFT FEES 7 7 ONLINE PO BOX 254 254 POSTAGE 40 40 WIRE TRANSFER FEE 30 30 50% NONDEDUCTIBLE MEALS 65 NONTAXABLE DIVIDEND DISTRIBUTIONS 70 CREDIT CARD PAYABLE - CHASE 1117 OSCAR H. LAFUENTE - JDRF 2770 0 0 2770 OTHER MISCELLANEOUS FUNDRAISING COSTS 353 0 0 353 PATRICK J MCFEELEY 4412 FOX BROOK LANE CHARLOTTE NC 28211 2019 FEDERAL TAX EXTENSION 800 800 FOREIGN DIVIDEND TAX 23 23 IRS PENALTY ASSESSMENT 1915