2024-12-12T12:26:59-06:00 2023-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 101 SOUTH 5TH STREET STE 2100 LOUISVILLE KY 40202 990 2023-01-01 823884798 LEE INITIATIVE INC LEEI 9548736447 613 W MAGNOLIA AVE LOUISVILLE KY 40208 EDWARD LEE CREATIVE DIRECTOR 9548736447 2024-12-11 1 1 MELANIE MCPEAK P01346034 8885871719 2023 2024-10-15 13:58:12Z X EDWARD LEE 613 W MAGNOLIA AVE LOUISVILLE KY 40208 1428756 0 X WWW.LEEINITIATIVE.ORG X 2017 KY ADDRESS THE NEED FOR EQUITY, DIVERSITY, SUSTAINABILITY AND COMPASSION IN THE RESTAURANT INDUSTRY. 4 4 7 4 824 0 2729062 1422343 0 0 0 0 -23170 -7415 2705892 1414928 2001674 1026000 0 0 432626 412811 0 0 227658 312367 560438 2746667 1999249 -40775 -584321 1531565 1184938 21827 259521 1509738 925417 X ADMINISTER PROGRAMS THAT PROVIDE CONTINUING EDUCATION, JOB TRAINING, MENTORSHIP, LEADERSHIP OPPORTUNITIES AND RESOURCES TO INDEPENDENT RESTAURANT OPERATORS AND EMPLOYEES. PROVIDE DIRECT RELIEF AND RESOURCES TO OUR COMMUNITY. 0 0 1000045 995000 FISCAL AGENT FOR SOUTHERN RESTAURANTS FOR RACIAL JUSTICE, A PROGRAM THAT PROVIDES GRANTS TO BLACK OWNED RESTAURANTS AND FOOD BUSINESSES ACROSS AMERICA. 188888 5000 A PROGRAM FOR WOMEN CULINARY AND SPIRITS PROFESSIONALS THAT FOCUSES ON LEADERSHIP DEVELOPMENT, MENTORSHIP AND EDUCATION OPPORTUNTIES FOR PROGRAM PARTICIPANTS. 71359 M. FRANCES RESTAURANT'S MISSION IS TO CREATE A THINK TANK PROJECT, THROUGH WHICH PROGRAMMATIC SOLUTIONS WILL BE CREATED AND IMPLEMENTED TO ADDRESS SOME OF THE INDEPENDENT RESTAURANT INDUSTRY'S MOST PRESSING ISSUES, WHILE ALSO PROVIDING SUPPORT TO THE LOCAL COMMUNITY. 311595 26000 RESTAURANT WORKERS RELIEF AND OTHER GRANTS AND PROGRAM SERVICES. 311595 26000 1571887 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 18 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 0 1 1 0 KY X EDWARD LEE 9548736447 613 W MAGNOLIA AVE LOUISVILLE KY 40208 BEN JOHNSON PRESIDENT 1.00 0.00 X X 0 0 0 KAREN KEITH VICE PRESIDENT 1.00 0.00 X X 0 0 0 BEN ROBINSON TREASURER 1.00 0.00 X X 0 0 0 SHAUNTRICE MARTIN SECRETARY 1.00 0.00 X X 0 0 0 LINDSEY OFCACEK MANAGING DIRECTOR 55.00 0.00 X 100657 0 10583 EDWARD LEE CREATIVE DIRECTOR 10.00 0.00 X 50000 0 0 150657 0 10583 1 0 0 0 0 5590 1416753 3200 1422343 5589 5590 13828 -8239 -8239 824 0 824 824 1414928 0 824 -8239 1026000 1026000 161240 56215 49326 55699 221406 81349 59454 80603 1209 444 325 440 2226 2226 26730 9821 7178 9731 40045 40045 89748 89748 72354 72354 20630 395 19844 391 10803 10803 1584 1584 18832 6919 5057 6856 3792 3792 PROGRAM SERVICES 300996 300996 TAXES AND LICENSES 1654 1654 1999249 1571887 199704 227658 1453628 603583 1077 113287 493391 50621 61409 442770 15451 25298 1531565 1184938 6651 249577 15176 9944 21827 259521 X 429003 -128174 1080735 1053591 1509738 925417 1531565 1184938 -584321 0 X X 0 1 X 1 0 X 115761 5528294 4081010 2729062 1422343 13876470 115761 5528294 4081010 2729062 1422343 13876470 4571642 9304828 824 824 3426 4591 8017 13885311 0.67010 0.68140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 90059 47481 42578 403332 3140 400192 442770 LEASE LIABILITY 9944 9944 X 1452756 24000 24000 1428756 -13828 -13828 1414928 2037077 24000 13828 37828 1999249 0 1999249 PART X, LINE 2: THE ORGANIZATION HAS RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE INDICATING THAT IT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF INTERNAL REVENUE CODE AND IS CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION RECOGNIZES UNCERTAIN INCOME TAX POSITIONS USING THE "MORE-LIKELY-THAN-NOT" APPROACH AS DEFINED IN THE ASC. NO LIABILITY FOR UNCERTAIN TAX POSITIONS HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -13,828. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 13,828. 1 A TASTE OF HEAVEN 115 EDUCATION BLVD LADSON SC 29456 208349452 15000 0 RACIAL JUSTICE SRRJ AUNTIE KIM'S POUND CAKES 433 CANTON ROAD CUMMING GA 30040 845023018 15000 0 RACIAL JUSTICE SRRJ BIRD PIZZERIA 510 E 15TH ST CHARLOTTE NC 28206 853786619 15000 0 RACIAL JUSTICE SRRJ BOBBY'S BBQ 1301 NORTH MAIN STREET FOUNTAIN INN SC 29644 833324447 15000 0 RACIAL JUSTICE SRRJ BUNA KURS ETHIOPIAN CAFE 402 1/2 N 2ND STREET RICHMOND VA 23219 863241896 15000 0 RACIAL JUSTICE SRRJ BUTTERMILK BOUTIQUE 317 IVY DRIVE CLAYTON NC 27527 810742094 15000 0 RACIAL JUSTICE SRRJ CAN'T BELIEVE IT'S VEGAN 584 W SCHROCK WESTERVILLE OH 43081 832543301 15000 0 RACIAL JUSTICE SRRJ CARIBBEAN SOUL KITCHEN LA 5354 WILSHIRE BLVD LOS ANGELES CA 90036 873040349 15000 0 RACIAL JUSTICE SRRJ CHARLOTTE'S SOUTHERN DELI 200 SOUTH 10TH ST RICHMOND VA 23219 473622358 15000 0 RACIAL JUSTICE SRRJ CHICAGO'S JERK TACOS 227 S 30TH STREET LOUISVILLE KY 40212 834097914 15000 0 RACIAL JUSTICE SRRJ CLEO'S SOUTHERN CUISINE 4248 SOUTH COTTAGE GROVE CHICGAO IL 60653 471874602 15000 0 RACIAL JUSTICE SRRJ COLLABORATIVE SUPPORT SERVICES 720 UNIVERSITY AVE SUITE 200 LOS GATOS CA 95032 830599239 6000 0 MAUI RELIEF DAKAR NOLA 3814 MAGAZINE ST NEW ORLEANS LA 70115 851377056 15000 0 RACIAL JUSTICE SRRJ DDS CHICK AND CAT SHACK 332 WEST MEDA AVE GLENDORA CA 91741 851570787 15000 0 RACIAL JUSTICE SRRJ DESTINY AFRICAN MARKET 502 SOUTH MAIN STREET RANDOLPH MA 02368 863809863 15000 0 RACIAL JUSTICE SRRJ DETROIT SOUL 2900 E 8 MILE RD DETROIT MI 48234 472341385 15000 0 RACIAL JUSTICE SRRJ DOZZY'S GRILL 1811 WEST HARRISON STREET CHICAGO IL 60637 832150768 15000 0 RACIAL JUSTICE SRRJ EASTSIDE PIZZA HOUSE 1734 NE 23RD ST OKC OK 73111 823757895 15000 0 RACIAL JUSTICE SRRJ EBONY EYES SOUL FOOD 10818 BEXLEY DRIVE HOUSTON TX 77099 455011986 15000 0 RACIAL JUSTICE SRRJ ELDERFLOUR BAKING COMPANY 3733 MILLHAVEN RD WINSTONSALEM NC 27106 920742275 15000 0 RACIAL JUSTICE SRRJ ELEGANT CUIZIENS 415 WEST GRACE RICHMOND VA 23233 883083676 15000 0 RACIAL JUSTICE SRRJ FLATROCK SMOKEHOUSE BBQ 4900 MAIN STREET THE COLONY TX 75056 813309073 15000 0 RACIAL JUSTICE SRRJ FLORIDA AVENUE GRILL 1100 FLORIDA AVENUE NW WASHINGTON DC 20009 263412575 25000 0 RACIAL JUSTICE SRRJ FOODCHASERS KITCHEN 8757 TRUMBAUER CT GLENSIDE PA 19038 461623378 15000 0 RACIAL JUSTICE SRRJ GABBY BAKES 4404 N FLORIDA AVE TAMPA FL 33603 844247584 15000 0 RACIAL JUSTICE SRRJ GOAT & BEAN COFFEE 6325 HOSPITAL PKWY JOHNS CREEK GA 30097 880811185 15000 0 RACIAL JUSTICE SRRJ GOOD HOT FISH 10 BUXTON AVENUE ASHEVILLE NC 28801 854052015 15000 0 RACIAL JUSTICE SRRJ GOT DA JUICE 309 PACIFIC AVE JERSEY CITY NJ 07304 882734713 15000 0 RACIAL JUSTICE SRRJ GRASSROOTZ BOOKS AND JUICE BAR 1145 E WASHINGTON ST PHOENIX AZ 85034 850999937 15000 0 RACIAL JUSTICE SRRJ HALLELUIAH BBQ 21920 BEAR VALLEY RD APPLE VALLEY CA 92308 820637579 15000 0 RACIAL JUSTICE SRRJ HOOVER'S COOKING 2002 MANOR ROAD AUSTIN TX 78722 742902603 25000 0 RACIAL JUSTICE SRRJ HORN BARBEQUE 464 8TH ST OAKLAND CA 94607 25000 0 RACIAL JUSTICE SRRJ IRIS RESTAURANT GROUP 62 S COOPER ST MEMPHIS TN 38104 743240658 10000 0 RESTAURANT RELIEF JADE JAMAICAN GRILL INC 3100 QUAKERBRIDGE RD HAMILTON NJ 08619 463603392 15000 0 RACIAL JUSTICE SRRJ JIMMY PEARLS 224 E 7TH STREET CHARLOTTE NC 28202 844934285 15000 0 RACIAL JUSTICE SRRJ JOLO'S KITCHEN 49 LAWTON STREET NEW ROCHELLE NY 10801 270737094 15000 0 RACIAL JUSTICE SRRJ JONATHANS FISH & CHIPS 1848 BAY ROAD EAST PALO ALTO CA 94303 920259377 15000 0 RACIAL JUSTICE SRRJ JUMBO JIVE TURKEY LEGS 910 W 10TH STREET SUITE 13 INDIANAPOLIS IN 46202 852163154 15000 0 RACIAL JUSTICE SRRJ LEAH & LOUISE 301 CAMP RD CHARLOTTE NC 28206 842412860 15000 0 RACIAL JUSTICE SRRJ LITTLE FOOD STUDIO 849 UPSHUR STREET NW WASHINGTON DC 20011 820950259 15000 0 RACIAL JUSTICE SRRJ LOT-A-BURGER 2260 S 3RD STREET MEMPHIS TN 38109 873971205 15000 0 RACIAL JUSTICE SRRJ LOUISIANA CREOLE GUMBO RESTAURANT 2051 GRATIOT AVENUE DETROIT MI 48207 383017447 15000 0 RACIAL JUSTICE SRRJ MARAQ GOURMET SOUP SHOP 2800 EUCLID AVENUE CLEVELAND OH 44115 822637209 15000 0 RACIAL JUSTICE SRRJ MISS PRISS -THE SUGAR SHOP 3511 SHEEN DRIVE JOHNS ISLAND SC 29455 811274230 15000 0 RACIAL JUSTICE SRRJ PECULIAR PIG FARM 514 E WASHINGTON STREET WALTERBORO SC 29488 882680161 15000 0 RACIAL JUSTICE SRRJ RADICAL RABBIT 975 MAIN STREET NASHVILLE TN 37206 824461904 15000 0 RACIAL JUSTICE SRRJ RICH TASTE 3000 DOLLY DR JACKSONVILLE FL 32218 854035601 15000 0 RACIAL JUSTICE SRRJ RND COFFEE 1114 MAIN STREET SW ROANOKE VA 24015 832533738 15000 0 RACIAL JUSTICE SRRJ ROCKSOLID CREATIVE FOOD GROUP 1601 CRYSTAL DR ARLINGTON VA 22202 474799851 15000 0 RACIAL JUSTICE SRRJ RUBY SCOOPS ICE CREAM & SWEETS 120 W BROOKLAND PARK BLVD RICHMOND VA 23222 863756994 15000 0 RACIAL JUSTICE SRRJ RUKI'S ETHIOPIAN KITCHEN 477 FLAT SHOALS AVE SE ATLANTA GA 30316 881846579 15000 0 RACIAL JUSTICE SRRJ SAGES KITCHEN 1401 REED CANAL ROAD PORT ORANGE FL 32129 862692658 15000 0 RACIAL JUSTICE SRRJ SALTBOX SEAFOOD JOINT 2637 DURHAM CHAPEL HILL BLVD DURHAM NC 27707 270620203 15000 0 RACIAL JUSTICE SRRJ STRUGGLEBEARD BAKERY 5221 HARPER COURT CHICAGO IL 60615 852670392 15000 0 RACIAL JUSTICE SRRJ SUREFIRE NEIGHBORHOOD MARKET 702 OGDEN RD ROCK HILL SC 29730 882727283 15000 0 RACIAL JUSTICE SRRJ SWANK DESSERTS 110 S CEDAR ST UNIT A SUMMERVILLE SC 29483 473728489 15000 0 RACIAL JUSTICE SRRJ TASTE AND TOAST 226 BASSWOOD DR LANCASTER PA 17602 883422689 15000 0 RACIAL JUSTICE SRRJ TELL ME SOMETHING SWEET BAKERY 930 E 15TH STREET PLANO TX 75074 853975386 15000 0 RACIAL JUSTICE SRRJ THE DISTRICT PIT 2800 10TH ST NE WASHINGTON DC 20036 813614625 15000 0 RACIAL JUSTICE SRRJ THE HISTORIC MAGNOLIA HOUSE 442 GORRELL ST GREENSBORO NC 27406 812828355 25000 0 RACIAL JUSTICE SRRJ THE MARKET AT EASTPOINT 2222 NE 27TH OKLAHOMA CITY OK 73111 815470507 15000 0 RACIAL JUSTICE SRRJ THE SWEETEST THING 415 E GRACE ST RICHMOND VA 23219 824482516 15000 0 RACIAL JUSTICE SRRJ TINO'S TASTE OF HEAVEN 3617 W KY ST LOUISVILLE KY 40211 921633029 10000 0 RACIAL JUSTICE SRRJ TRE'S STREET KITCHEN 6413 VINTAGE ROSE COURT BATON ROUGE LA 70817 874165095 15000 0 RACIAL JUSTICE SRRJ VAL'S CHEESECAKES 2820 GREENVILLE AVENUE DALLAS TX 75206 465754916 15000 0 RACIAL JUSTICE SRRJ WILD RISE BAKERY 6901 LYNN WAY PITTSBURGH PA 15221 850847445 15000 0 RACIAL JUSTICE SRRJ 0 66 PART I, LINE 2: THE ORGANIZATION REQUESTS A ONE-PAGE GRANT REPORT TO FOLLOW UP ON HOW THE FUNDS ARE BEING USED. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY BOARD MEMBERS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS, OFFICERS, AND KEY PERSONS (AS DEFINED IN THE POLICY) ARE REQUIRED TO DISCLOSE CONFLICTS AS SOON AS THEY BECOME AWARE OF THEM. IN ADDITION, EACH INDIVIDUAL IS REQUIRED TO SIGN AN ANNUAL DISCLOSURE STATEMENT. AFTER THERE HAS BEEN DISCLOSURE OF A POTENTIAL CONFLICT AND AFTER GATHERING ANY RELEVANT INFORMATION FROM THE CONCERNED DIRECTOR, OFFICER OR KEY PERSON, THE AUDIT COMMITTEE SHALL DETERMINE WHETHER THERE IS A CONFLICT OF INTEREST. THE DIRECTOR, OFFICER OR KEY PERSON SHALL NOT BE PRESENT FOR DELIBERATION OR VOTE ON THE MATTER AND MUST NOT ATTEMPT TO INFLUENCE IMPROPERLY THE DETERMINATION OF WHETHER A CONFLICT OF INTEREST EXISTS. THE MINUTES OF ANY BOARD MEETING AT WHICH A MATTER INVOLVING A CONFLICT OF INTEREST OR POTENTIAL CONFLICT OF INTEREST WAS DISCUSSED OR VOTED UPON SHALL INCLUDE: A. THE NAME OF THE INTERESTED PARTY AND THE NATURE OF THE INTEREST; B. THE DECISION AS TO WHETHER THE INTEREST PRESENTED A CONFLICT OF INTEREST; C. ANY ALTERNATIVES TO A PROPOSED CONTRACT OR TRANSACTION CONSIDERED BY THE BOARD; AND D. IF THE TRANSACTION WAS APPROVED, THE BASIS FOR THE APPROVAL. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS INCLUDES A PROPOSED SALARY BY THE BOARD BASED ON AVERAGE NUMBER OF HOURS WORKED. THE SALARY IS THEN VOTED ON AND APPROVED BY BOARD MEMBERS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE DURING REGULAR BUSINESS HOURS AT THE ORGANIZATION'S ADDRESS. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. M FRANCES INC 1252 4TH STREET NE WASHINGTON DC 20002 320722992 SUPPORT LEE INITIATIVE, INC DC 501(C)(3) LINE 12A, I LEE INITIATIVE INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0