2025-04-10T18:25:40-04:00 2024-12-31 330177866 Financial Planning Dept Inc 301 Isthmus Long Beach CA 90803 990PF 2024-01-01 136161749 HELEN SPERRY LEA FOUNDATION % HELENA LEA-BASTILLE HELE 6512167535 224 SHERMAN CANAL VENICE CA 90291 HELENA LEA-BASTILLE VICE PRESIDENT 6512167535 2025-04-01 true true KATHLEEN HANSEN P00058932 6192726221 2025-04-10 2024 2025-03-06 01:10:19Z X 2763511 X X 75468 75468 11474 232921 11474 86942 86942 1325 26940 26940 963 963 0 25 29253 27903 0 124066 0 153319 27903 0 -66377 59039 0 3568 9221 9221 1528966 1569619 2754290 3441 3441 1532534 1582281 2763511 15000 15000 0 X 1084566 1084566 1505 1505 431463 496210 1517534 1582281 1532534 1582281 1517534 -66377 131124 1582281 1582281 LT CAP GAINS-MORGAN STANLEY P 227861 221447 6414 6414 CAPITAL GAIN DISTRIBUTIONS P 5060 5060 5060 11474 821 0 821 0 821 301 301 520 false false false false false false false false false DE DC false false false false true R BROOKE LEA II 6512167535 931 FAIRMOUNT AVE SAINT PAUL MN 55105 false false false false false false false false false false false false false false false false false false false false false false R BROOKE LEA II 931 FAIRMOUNT AVE SAINT PAUL MN 55105 PRESIDENT 1.00 0 0 0 EMILY FIELDS 931 FAIRMOUNT AVE SAINT PAUL MN 55105 VICE PRESIDENT 1.00 0 0 0 HELENA LEA-BASTILLE 224 SHERMAN CANAL VENICE CA 90291 VICE PRESIDENT 1.00 0 0 0 NONE 0 NONE NONE 0 NONE 0 0 2708602 18911 0 2727513 0 0 2727513 40913 2686600 134330 134330 821 821 133509 133509 133509 0 133509 124066 124688 124066 133509 R BROOKE LEA II 931 FAIRMOUNT AE SAINT PAUL MN 55105 6516966196 NO SPECIFIC FORMAT REQUIRED NONE NONE THE WOODEN FLOOR 1810 N MAIN ST SANTA ANA CA 92706 NONE PC GENERAL 32033 BRAVER ANGELS-INST FOR AM VALUES 420 LEXINGTON ABE 300 NEW YORK NY 10170 NONE PC GENERAL 10000 MUSIC ACADEMY OF THE WEST 1070 FAIRWAY RD Santa Barbara CA 93108 NONE PC GENERAL 10000 MASS AUDUBON 208 S GREAT LINCOLN RD Lincoln MA 01773 NONE PC GENERAL 10000 HALLIE Q BROWN COMM CENTER 270 N KENT ST Saint Paul MN 55102 NONE PC GENERAL 5033 FRIEND OF THE MS RIVER 101 5TH ST E 2000 Saint Paul MN 55101 NONE PC GENERAL 2000 INTERACT CTR FOR VIS PERM ARTS 1850 W MINNEHAHA AVE SAINT PAUL MN 55104 NONE PC GENERAL 4000 URBAN BOAT BUILDERS 2288 UNIVERSITY AVE 2 Saint Paul MN 55114 NONE PC GENERAL 4000 WALK IN COUNSELING CENTER 2421 CHICAGO AVE Minneapolis MN 55404 NONE PC GENERAL 1000 SECOND HARVEST HEARTLAND 7101 WINNETKA AVE N Minneapolis MN 55428 NONE PC GENERAL 20000 PROJECT FOR PRIDE IN LIVING 035 E FRANKLIN AVE MINNEAPOLIS MN 55404 NONE PC GENERAL 15000 113066 0 14 18 false false false false false false false false false false ACCOUNTING 1325 0 0 0 LAPTOP AND SOFTWARE 2018-07-01 3441 3441 M 5 0 0 0 MORGAN STANLEY 1569619 2754290 0APTOP AND SOFTWARE 3441 0 3441 0 DE FILING FEE 25 0 0 0 REINVESTED DIVIDENDS AND PURCHASES 131124 ADVISORY FEES 26940 26940 0 0 FEDERAL TAX 963 963 0 0