2020-02-26T09:07:06-06:00 2019-12-31 420714325 RSM US LLP 1861 INTERNATIONAL DRIVE SUITE 400 MCLEAN VA 22102 990PF 2019-01-01 326321709 THE CHESAPEAKE CHARITABLE FOUNDATION CHES 9178435468 2575 SOUTH BAYSHORE DR NO 12A MIAMI FL 33133 GRACE V LEAHY EXEC. DIR 9178435468 2020-02-25 1 YONG ZHANG CPA P01249785 7033366400 2019 2022-09-23 18:48:47Z X 7086502 X 2000000 20084 20084 192073 192073 -4182 587277 0 1350 1350 2209325 213507 0 0 0 72000 36000 36000 18000 9000 9000 4885 2443 2442 42341 42341 0 18784 9001 3235 4015 2008 2007 160025 100793 52684 349000 349000 509025 100793 401684 1700300 112714 485324 2039127 2039127 4666082 4812579 5047375 5151406 6851706 7086502 0 0 X 5151406 6851706 5151406 6851706 5151406 6851706 5151406 1700300 0 6851706 0 6851706 SALE OF PUBLICALLY TRADED STOCK P 2019-01-01 2019-12-31 101633 107974 -6341 -6341 SALE OF PUBLICALLY TRADED STOCK P 2018-01-01 2019-12-31 472536 483485 -10949 -10949 CAPITAL GAINS DIVIDENDS P 13108 13108 13108 -4182 0 250588 5089648 0.049235 348000 5409113 0.064336 198048 5654589 0.035024 345887 5901362 0.058611 252473 2877288 0.087747 0.294953 0.058991 5897243 347884 1127 349011 401684 X 1127 0 1127 0 1127 3300 0 0 3300 0 2173 2173 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 72000 18000 0 0 NONE 0 0 4646185 1340864 0 5987049 0 0 5987049 89806 5897243 294862 294862 1127 1127 293735 0 293735 0 293735 401684 0 401684 1127 400557 293735 0 0 23174 50819 77996 151989 401684 0 0 0 293735 107949 0 0 259938 0 0 0 0 0 0 23174 236764 50819 77996 107949 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 ARCHDIOCESE FOR THE MILITARY SERVICES USA PO BOX 96168 WASHINGTON DC 20077 NONE PC TO SUPPORT THE CATHOLIC CHURCH'S FULL RANGE OF PASTORAL MINISTRIES AND SPIRITUAL SERVICES TO THOSE IN THE U.S. ARMED FORCES 5000 CATHOLIC CHARITIES ARCHDIOCESE NY 1011 FIRST AVE 11TH FLOOR NEW YORK 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 45000 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 MEDICAL MISSION BOARD 100 WALL STREET 9TH FLOOR NEW YORK NY 10005 NONE PC TO HELP SUPPORT THE MISSION OF PROVIDING LONG-TERM, CO-OPERATIVE MEDICAL DEVELOPMENT AID TO COMMUNITIES AFFECTED BY POVERTY AND HEALTHCARE ISSUES. 50000 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. 60000 CATHOLIC RELIEF SERVICES (BAHAMAS) 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. 20000 CNEWA (CATHOLIC NEAR EAST WELFARE ASSOCIATION) 1011 FIRST AVENUE NEW YORK NY 10022 NONE PC TO SUPPORT THE MISSION OF WORKING FOR, THROUGH AND WITH THE EASTERN CATHOLIC CHURCHES TO IDENTIFY NEEDS AND IMPLEMENT SOLUTIONS FOR THOSE IN NEED 10000 COLUMBIA UNIVERSITY MACULAR DEGENERATION RESEARCH 622 WEST 113TH ST MAIL CODE 4524 NEW YORK NY 10025 NONE PC TO SUPPORT MACULAR DEGENERATION RESEARCH 10000 FRANCISCAN FOUNDATION FOR THE HOLY LAND PO BOX 29086 WASHINGTON DC 20017 NONE PC TO SUPPORT THE MISSION OF PRESERVING THE CHRISTIAN PRESENCE IN THE HOLY LAND BY PROVIDING KEY NECESSITIES TO EVERYDAY LIFE 5000 GLOBAL GIVING (WOMEN AND GIRLS) 1110 VERMONT AVE NW 550 WASHINGTON DC 20005 NONE PC TO SUPPORT THE MISSION TO TRANSFORM AID AND PHILANTHROPY TO ACCELERATE COMMUNITY-LED CHANGE 10000 HEART TO HEART INTERNATIONAL (PUERTO RICO) PO BOX 15566 LENEXA KS 66285 NONE PC TO SUPPORT THE MISSION OF STRENGTHENING COMMUNITIES THROUGH IMPROVING HEALTH ACCESS, PROVIDING HUMANITARIAN DEVELOPMENT AND ADMINISTERING CRISIS RELIEF WORLDWIDE 10000 LUSTGARTEN FOUNDATION 415 CROSSWAYS PARK DRIVE STE D WOODBURY NY 11797 NONE PC TO SUPPORT THE MISSION OF CURING PANCREATIC CANCER 3000 MANHATTAN COLLEGE 4513 MANHATTAN PARKWAY RIVERDALE NY 10471 NONE PC TO FUND PARTIAL SCHOLARSHIPS FOR STUDENTS PURSUING DEGREES IN MATHEMATICS. 15000 MICHAEL J FOX FDN PARKINSON'S RESEARCH PO BOX 4777 NEW YORK NY 10163 NONE PC TO SUPPORT EFFORTS TO FIND A CURE FOR PARKINSON'S DISEASE 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 THE HOLE IN THE WALL GANG 555 LONG WHARF DRIVE NEW HAVEN CT 06511 NONE PC FURTHER SUPPORT ORGANIZATION'S PROGRAMS 1000 349000 0 14 20084 14 192073 14 1350 14 -4182 0 209325 0 209325 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 2000000 X ACCOUNTING FEES 4885 2443 2442 142 SHARES ABBOTT LABORATORIES 8935 12334 586 SHARES ABBVIE INC 52821 51884 224 SHARES ALTRIA GROUP INC 14651 11180 599 SHARES AMCOR PLC 6841 6493 81 SHARES AMGEN INC 15559 19527 1312 SHARES AT&T INC 48741 51273 511 SHARES BCE INC NEW 23876 23685 26827.930 SHARES BLACKROCK MULTI ASSET INCOME INSTL CL 296096 294571 170 SHARES BANK MONTREAL QUEBEC 14150 13175 954 SHARES BP PLC SPONSORED ADR 38359 36004 342 SHARES BRISTOL MYERS SQUIBB 16315 21953 268 SHARES BRITISH AMERN TOBACCO PLC SPONS ADR 25P 9938 11379 333 SHARES CANADIAN IMPERIAL BANK COMMERCE 28614 27706 311 SHARES CHEVERON CORP 36028 37479 84 SHARES CHUBB LTD 12795 13075 585 SHARES CISCO SYSTEMS INC 25343 28057 636 SHARES COCA-COLA COMPANY 30038 35203 10393.198 SHARES COHEN & STEERS PFD SECURITIES & INCOME CL I 147476 148519 25 SHARES CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF ETF 2287 3136 20 SHARES DOALLAR GENL CORP 3156 3120 325 SHARES DOMINION ENERGY INC 24781 26917 278 SHARES DUKE ENERGY CORP NEW 23527 25356 184 SHARES EMERSON ELECTRIC CO 13390 14032 352 SHARES ENBRIDGE INC 12727 13999 689 SHARES EXXON MOBIL CORP 56278 48078 212 SHARES GENERAL MILLS INC 11768 11355 317 SHARES GILEAD SCIENCES 20706 20599 600 SHARES GLAXOSMITHKLINE PLC SPONSORED ADR 24043 28194 306 SHARES GLOBAL X US INFRASTRUCTURE DEVELOPMENT ETF 4749 5450 956 SHARES GOLMAN SACHS ACTIVEBETA US LARGE CAP EQUITY ETF 51010 61825 82 SHARES HONEYWELL INTL INC 12665 14514 1171 SHARES HUNTINGTON BANCSHRES INC 15874 17659 221 SHARES INTEL CORP 10086 13227 95 SHARES INVESCO AEROSPACE & DEFENSE ETF 4662 6495 85 SHARES INVESCO EXCHANGE S&P 500 EQUAL WEIGHT ENERGY ETF 4393 4069 288 SHARES INVESCO RUSSELL 1000 DYNAMIC 7992 9642 405 SHARES INVESCO LTD 9785 7282 1023 SHARES INVESCO QQQ ETF 155699 217500 32 SHARES ISHARES 20+ YR TREASURY BOND ETF 3999 4335 2205 SHARES ISHARES CORE MSCI EAFE ETF 139891 143854 2984 SHARES ISHARES CORE MSCI EMERGING MARKETS ETF 157880 160420 42 SHARES ISHARES CORE S&P 500 ETF 11717 13576 37 SHARES ISHARES EXPANDED TECH 8003 8622 286 SHARES ISHARES MSCI CANADA ETF 8234 8549 472 SHARES ISHARES MSCI EAFE GROWTH ETF 36261 40814 834 SHARES ISHARES MSCI EAFE SMALL CAP ETF 51034 51942 22 SHARES ISHARES TECHNOLOGY ETF 3583 5117 149 SHARES ISHARES US FINANCIAL SERVICES ETF 18689 22621 23 SHARES ISHARES US MEDICAL DEVICES ETF 4731 6079 88777.540 SHARES JANUS HENDERSON GLOBAL EQUITY INCOME CL I 679826 628545 116 SHARES JOHNSON & JOHNSON 16645 16921 281 SHARES JPMORGAN BETABUILDER JAPAN ETF 6726 6896 216 SHARES JPMORGAN CHASE & CO 25045 30110 153 SHARES JP MORGAN DIV RETURN 8354 8735 157 SHARES KIMBERLY CLARK CORP 18583 21595 880 SHARES KINDER MORGAN INC DE 14918 18630 252 SHARES LEGGETT & PLATT INC 12123 12809 55 SHARES LOCKHEED MARTIN CORP 18392 21416 120 SHARES LYONDELLBASELL INDUSTRIES N V 10402 11338 96 SHARES M&T BANK CORP 17417 16296 81 SHARES MCDONALD CORP 14163 16006 186 SHARES MERCK & COMPANY INC NEW 11350 16917 130 SHARES MICROSOFT CORP 12063 20501 343 SHARES NATIONAL GRID PLC SPON ADR NEW 2017 21318 21496 71 SHARES NORFOLK SOUTHERN CORP 10569 13783 325 SHARES NUCOR CORP 21142 18291 325 SHARES OCCIDENTAL PETROLEUM CORP 16765 10591 87 SHARES PEPSICO INC 10173 11890 1175 SHARES PFIZER INC 46292 46037 305 SHARES PHILIP MORRIS INTL INC 29877 25952 36817.237 SHARES PIMCO INCOME INSTL CL 454622 443280 260 SHARES PNC FINANCIAL SERVICES GROUP INC 38488 41504 1140 SHARES PPL CORP 38733 40903 98 SHARES PROCTER & GAMBLE COMPANY 8640 12240 38 SHARES PROLOGIS INC 3250 3387 130 SHARES QUALCOMM INC 8847 11470 109 SHARES REALTY INCOME CORP 6179 8026 472 SHARES REGIONS FINANCIAL CROP NEW 6947 8100 113 ROAYAL DUTCH SHELL PLC 6705 6777 101 SHARES SECTOR CONSUMER STAPLES SELECT SECTOR SPDR ETF 5588 6361 73 SHARES SECTOR HEALTHCARE SELECT SECTOR SPDR ETF 6078 7436 263 SHARES SOUTHERN COMPANY 11838 16753 33 SHARES STARBUCKS 3167 2901 132 SHARES TC ENGERY CORP 6814 7037 132 SHARES UNITED PARCEL SERVICE INC CLB 14300 15452 9531.452 SHARES VANGUARD EQUITY INCOME ADMIRAL CL 746297 758322 16 SHARES VANGUARD INFORMATION TECHNOLOGY ETF 2383 3918 207 SHARES VANGUARD ST CROP BOND ETF 16779 16773 293 SHARES VANGUARD INTERMEDIATE TERM TREASURY INDEX ETF 24653 25899 977 SHARES VANGUARD MID CAP ETF 144640 174082 950 SHARES VANGUARD S&P 500 INDEX ETF 222003 281010 685 SHARES VANGUARD SMALL CAP ETF 96300 113463 596 SHARES VANGUARD TOTAL BOND MARKET EFT 48664 49981 226 SHARES VENTAS INC 13954 13049 466 SHARES VERIZON COMMUNICATIONS INC 23628 28612 679 SHARES VODAFONE GROUP PLC NEW SPONSORED ADR NO PAR 19174 13125 125 SHARES WASTE MANAGEMENT 11065 14245 343 SHARES WELLS FARGO & CO NEW 19927 18453 191 SHARES WELLTOWER INC 12997 15620 42 SHARES WISDOMTREE US LARGE CAP DIVIDEND ETF 3603 4449 185 SHARES WP CAREY INC 12164 14807 112 SHARES WALMART 11833 13310 PAYCHEX FEES 3684 1842 1842 BANK FEES 15 8 7 POSTAGE 316 158 158 OTHER BB&T INCOME 1350 1350 1350 BB&T INVESTMENT ADVISOR FEES 42341 42341 0 MR JOHN J LEAHY AND MRS GRACE V LEA 2575 SOUTH BAYSHORE DRIVE APT 12A MIAMI FL 33133 FOREIGN TAXES PAID 5765 5765 0 PAYROLL TAX 6471 3236 3235 EXCISE TAX PAID 6548 0 0