2024-11-11T09:36:27-06:00 2023-12-31 881478669 CBIZ ADVISORS LLC 600 ANTON BLVD SUITE 1600 COSTA MESA CA 92626 990PF 2023-01-01 208039685 LEE FAMILY FOUNDATION INC LEEF 4809510033 3655 W ANTHEM WAY STE A109-421 ANTHEM AZ 85086 BRYAN G LEE VPRESIDENT/ CFO 4809510033 2024-11-08 1 0 KAREN F CONNAIR P00116762 9492365600 2023 2024-10-15 13:58:12Z X 57797 X 300352 13 13 13 154042 299008 154042 32553 454407 154055 32566 0 0 0 0 925 925 0 0 5152 5152 0 0 7011 7011 0 0 70306 70306 0 0 83394 83394 0 0 291828 291828 375222 83394 0 291828 79185 70661 32566 143610 57572 57572 214 225 225 143824 57797 57797 0 0 X 0 0 0 0 0 0 143824 57797 143824 57797 143824 79185 0 223009 165212 57797 100 NVIDIA CORP D 2023-08-23 2023-08-23 46683 14130 32553 32553 400 ALPHABET INC CL C D 2002-03-26 2023-08-23 53229 23849 29380 29380 100 AMERICAN EXPRESS COMPANY D 2020-04-17 2023-03-23 16420 8655 7765 7765 200 CHEVRON TEXACO CORP D 2020-03-26 2023-03-23 31590 13890 17700 17700 415 ISHARES TR S&P MIDCAP 400 D 2021-10-26 2023-04-04 103127 54343 48784 48784 100 UNITEDHEALTH GROUP INC D 2020-04-17 2023-03-23 47959 30099 17860 17860 154042 32553 982 0 982 0 982 1918 0 0 0 1918 0 936 936 0 0 0 0 0 0 0 0 0 0 0 0 1 AZ 1 1 0 0 0 1 N/A BRYAN LEE 4809510033 3655 W ANTHEM WAY SUITE 109-421 ANTHEM AZ 86086 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TERRY G LEE 3655 W ANTHEM WAY STE 109-421 ANTHEM AZ 85086 PRESIDENT 8.00 0 0 0 RICHARD G LEE 2823 EAGLE CIRCLE ERIE CO 80516 TREASURER 0.25 0 0 0 STEPHANIE JEPPSEN 2136 NORTH ROCK MANOR DRIVE CENTERVILLE UT 84014 SECRETARY 0.50 0 0 0 BRYAN G LEE 3655 W ANTHEM WAY STE 109-421 ANTHEM AZ 85086 VPRESIDENT/ CFO 10.00 0 0 0 MICHAEL D LEE 3655 W ANTHEM WAY STE109-421 ANTHEM AZ 85086 ASS'T SECRETARY 0.50 0 0 0 NONE 0 NONE 0 DONATION TO HOPE 4 KIDS FOUNDATION. DONATION SUPPORTS NYAFUMBA VILLAGE BY BUILDING INFRASTRUCTURE, DIGGING WELLS, AGRICULTURAL SUPPORT, FEEDING AND EDUCATION PROGRAMS. 205276 DONATION TO U.S. SKI AND SNOWBOARD ASSOCIATION. TO SUPPORT OLYMPIC SKIING AND SNOWBOARDING. TO PROVIDE LEADERSHIP AND DIRECTION TO YOUNG SKIERS AND SNOWBOARDERS WHO SHARE IN THE OLYMPIC DREAM. 28000 DONATION TO HONOR HEALTH FOUNDATION. DONATION SUPPORTS TRAUMA PATIENTS TO INDIVIDUALS BATTLING CANCER AND NEWBORNS WHO NEED TRANSFORMATIONAL CARE. IN ADDITION, DONATIONS SUPPORT SOCIAL SEVICES AND PROGRAMS THAT DIRECTLY IMPROVE LIVES OF VULNERABLE NEIGHBORS IN COMMUNITIES. 25000 DONATION TO VALLEY OF THE SUN JCC TO SUPPORT THE JEWISH COMMUNITY CENTER'S EDUCATIONAL, FITNESS AND WELLNESS PROGRAMS. 10800 0 769 114011 0 114780 0 0 114780 0 114780 5739 X 291828 0 291828 2006-12-12 X 0 0 291828 259050 222785 193229 966892 0 0 0 0 0 291828 259050 222785 193229 966892 3826 5213 6832 0 15871 TERRY G LEE X GRACE CHRISTIAN FELLOWSHIP 300 TIMOTHY DRIVE STURGIS MI 49091 NONE PC TO PROVIDE SUPPORT FOR UGANDA FARM, SMPI, & KIDS SPONSORSHIP 6243 HONOR HEALTH FOUNDATION 8125 N HAYDEN ROAD SCOTTSDALE AZ 85258 NONE PC TO PROVIDE CRITICAL PATIENT NEEDS 25000 HOPE 4 KIDS INTERNATIONAL P O BOX 74010 PHEONIX AZ 85087 NONE PC DONATION TO SUPPORT THE ORGANIZATION SPECIFICALLY DONATION FOR NAYFUMBA VILLAGE IN UGANDA AFRICA SPONSORING CHILDREN AS WELL AS INFRASTRUCTURE, PROVIDING WELLS, AGRICULTURAL SUPPORT, FEEDING AND EDUCATION PROGRAMS. 205276 MOUNTAIN TRAILS FOUNDATION 5792 HIGHLAND DR PARK CITY UT 84098 NONE PC TO CREATE AND MAINTAIN A SEAMLESS, YEAR-ROUND TRAIL SYSTEM 1000 TRAVERSE CITY FOOTBALL FOUNDATION 424 E SHERMAN AVE STE 208 COEUR DALENE ID 83814 NONE PC TO PROVIDE FUN, SAFE, AND POSITIVE TACKLE FOOTBALL EXPERIENCE FOR STUDENTS IN TRAVERSE CITY THAT ISN'T ABLE TO BE PROVIDED BY SCHOOLS IN CERTAIN GRADE LEVELS. 250 US SKI AND SNOWBOARDING ASSOCIATION 1 VICTORY LANE BOX 100 PARK CITY UT 84060 NONE PC TO SUPPORT OLYMPIC SKIING AND SNOWBOARDING.TO PROVIDE LEADERSHIP AND DIRECTION TO YOUNG SKIERS AND SNOWBOARDERS WHO SHARE IN THE OLYMPIC DREAM WHILE ADHERING TO THE VALUES OF TEAM, LOYALTY, RESPECT, PERSEVERANCE AND ACCOUNTABILITY. 28000 WITH MY OWN 2 HANDS 1278 GLENNEYRE STREET 433 LAGUNA BEACH CA 92651 NONE PC TO CREATE WATER INDEPENDENCE AND SUSTAINABLE AGRICULTURE SOLUTIONS TO GENERATE ECONOMIC OPPORTUNITIES IN EAST AFRICA. 1460 22 JUMPS ORG 237 VANCE STREET SAN ANTONIO TX 78210 NONE PC TO PREVENT SUICIDE THROUGH ADVENTURE SPORTS. 2000 CHALLENGED ATHLETE FOUNDATION 9591 WAPLES STREET SAN DIEGO CA 92121 NONE PC TO SUPPORT INDIVIDUALS WITH PHYSICAL CHALLENGES TO PURSUE THEIR DREAM IN SPORTS. 500 CHARITABLE VENTURES 1505 E 17TH STREET SUITE 101 SANTA ANA CA 92705 NONE PC TO HELP PROVIDE FINANCIAL ASSISTANCE TO MONTAGE KAPALUA BAY ASSOCIATES AND FAMILIES. 5000 EVER LOVED 2261 MARKET STREET 4015 SAN FRANCISCO CA 94114 NONE PC TO SUPPORT ST.DAVID'S NICU/EPILEPSY FOUNDATION. 1000 FRANCISCAN UNIVERSITY OF STEUBENVILLE 1235 UNIVERSITY BLVD STEUBENVILLE OH 43952 NONE PC TO DONATE TO A MISSION TRIP. 500 FRESH START WOMEN'S FOUNDATION 1130 E MCDOWELL ROAD PHOENIX AZ 85006 NONE PC TO PROVIDE EDUCATION, RESOURCES, AND SUPPORT TO WOMEN TO MEET LIFE'S MOST PRESSING CHALLENGES. 1000 GIVE BUTTER NFL ALUMNI FOUNDATION 2810 NORTH CHURCH STREET 53748 WILMINGTON DE 19802 NONE PC TO CARE FOR KIDS, NFL ALUMNI AND THE COMMUNITY. 515 LEUKIEMIA & LYMPHOMA SOCIETY 3 INTERNATIONAL DRIVE SUITE 200 RYE BROOK NY 10573 NONE PC TO SUPPORT BLOOD CANCER PATIENTS. 500 MISSOURI S&T BASEBALL 1201 N STATE ST ROLLA MO 65409 NONE PC TO SUPPORT MISSOURI S&T BASEBALL. 1000 VALLEY OF THE SUN JCC 12701 N SCOTTSDALE ROAD SUITE 201 SCOTTSDALE AZ 85254 NONE PC TO SUPPORT THE JEWISH COMMUNITY CENTER'S EDUCATIONAL, FITNESS AND WELLNESS PROGRAMS. 10800 TREASURE HOUSE FOUNDATION 7815 W ASPERA BLVD GLENDALE AZ 85308 NONE PC TO SUPPORT YOUNG ADULTS WITH DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES. 1784 291828 0 14 13 14 154042 0 154055 0 154055 8 N/A 0 0 0 0 0 0 0 0 0 0 X X 1 TERRY G LEE 3655 W ANTHEM WAY STE 109-421 ANTHEM AZ 85086 47859 X 2 TERRY G LEE 3655 W ANTHEM WAY STE 109-421 ANTHEM AZ 85086 31604 X 3 TERRY G LEE 3655 W ANTHEM WAY STE 109-421 ANTHEM AZ 85086 16314 X 4 TERRY G LEE 3655 W ANTHEM WAY STE 109-421 ANTHEM AZ 85086 103696 X 5 TERRY G LEE 3655 W ANTHEM WAY STE 109-421 ANTHEM AZ 85086 46760 X 6 TERRY G LEE 3655 W ANTHEM WAY STE 109-421 ANTHEM AZ 85086 51976 X 7 TERRY G LEE 3655 W ANTHEM WAY STE 109-421 ANTHEM AZ 58086 1784 X 8 TERRY G LEE 3655 W ANTHEM WAY STE 109-421 ANTHEM AZ 85086 360 X 1 100 SHARES UNITED HEALTHCARE 47859 2023-03-21 2 200 SHARES CHEVRON 31604 2023-03-21 3 100 SHARES AMERICAN EXPRESS 16314 2023-03-21 4 415 ISHARES CORE S&P MID CAP ETF(IJH) 103696 2023-04-03 5 100 SHARES NVIDIA 46760 2023-08-23 6 400 SHARES ALPHABET INC 51976 2023-08-22 7 SIX FULL SIZE RIDDELL REPLICA NFL FOOTBALL HELMETS 1784 2023-09-14 8 A FULL SIZE RIDDELL REPLICA NFL FOOTBALL HELMET 360 2023-06-14 ACCOUNTING FEES 5152 5152 0 0 MIDFIRST BANK - SECURITIES ACCOUNT AT COST 225 225 LEGAL FEES 925 925 0 0 NET UNREALIZED GAINS OR LOSSES ON INVESTMENTS 165212 MEETING COSTS 9397 9397 0 0 INVESTMENT MANAGEMENT FEES 60000 60000 0 0 DUES & SUBSCRIPTIONS 109 109 0 0 ADVERTISING 752 752 0 0 BANK SERVICE CHARGES 48 48 0 0