2026-03-23T09:38:56-05:00 2025-06-30 994625061 CRI ADVISORS LLC 4004 SUMMIT BLVD NE SUITE 800 ATLANTA GA 30319 990PF 2024-07-01 932433647 LEE CHARITIES INC LEEC 6782960178 30499 HARBOUR DR ORANGE BEACH AL 36561 DAIVD T LEE PRESIDENT 6782960178 2026-03-19 1 1 BARRY KLEIN P00110943 7703948000 2026-03-19 2024 2025-03-06 01:10:19Z X X 96673 X 125140 1450 1450 118799 121849 118799 245389 120249 0 0 0 49176 0 49176 485 0 485 893 447 446 3362 12 3350 4175 0 4175 1000 0 1000 7281 0 7281 37378 0 37378 103750 459 103291 14120 14120 117870 459 117411 127519 119790 5862 14371 14371 82302 82302 5862 96673 96673 1234 0 1234 X 0 0 0 0 5862 95439 5862 95439 5862 96673 5862 127519 0 133381 37942 95439 NVDIA CORPORATION COM 2019-01-30 2025-02-19 118080 2885 115195 115195 FORTINET INC 2014-10-20 2025-02-19 3769 165 3604 3604 118799 1665 0 1665 0 1665 0 0 0 0 0 89 1754 0 0 0 0 0 0 0 0 0 0 1 1 AL 1 0 1 0 0 1 N/A DAVID T LEE 6782960178 30499 HARBOUR DRIVE ORANGE BEACH AL 36561 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID T LEE 30499 HARBOUR DRIVE ORANGE BEACH AL 36561 PRESIDENT/TREASURER 5.00 0 0 0 MITCHELL E LEE 388 APOLLO AVE GULF SHORES AL 36542 VICE PRESIDENT 3.00 0 0 0 ELLEN S LEE 30499 HARBOUR DRIVE ORANGE BEACH AL 36561 SECRETARY 3.00 0 0 0 NONE 0 NONE 0 TO RAISE FUNDS TO DONATE TO PHILANTHROPIC CAUSES AND TO MAKE DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE. 117870 0 42345 16338 0 58683 0 0 58683 880 57803 2890 2890 1665 1665 1225 0 1225 0 1225 117411 0 117411 1225 0 0 95000 95000 117411 0 0 0 1225 116186 0 0 211186 0 0 0 0 0 0 0 211186 95000 116186 DAVID T LEE X SOUTH ALABAMA LAND TRUST 11401 US HWY 98 FAIRHOPE AL 36352 NONE PUBLIC CHARITY CHARITABLE 1000 UNITED WAY BALDWIN COUNTY 700 NORTH MCKENZIE ST FOLEY AL 36535 NONE PUBLIC CHARITY CHARITABLE 795 ECUMENICAL MINISTRIES OF BALDWIN COUNTY 102 W SPRUCE AVE FOLEY AL 36535 NONE PUBLIC CHARITY CHARITABLE 225 GULF SHORES METHODIST CHURCH 1900 GULF SHORES PKWY GULF SHORES AL 36542 NONE PUBLIC CHARITY CHARITABLE 500 FAMILY PROMISE OF BALDWIN COUNTY 20511 COUNTY ROAD 36 SUMMERDALE AL 36580 NONE PUBLIC CHARITY CHARITABLE 1000 AUBURN UNIVERSITY 152 S COLLEGE STREET AUBURN AL 36849 NONE PUBLIC CHARITY CHARITABLE 10000 STAPLETON SCHOOL 35480 HARRIOT AVENUE STAPLETON AL 36578 NONE PUBLIC CHARITY CHARITABLE 500 HONOR TRIBE OUTDOORS 1712 OLD HIGHWAY 431 GADSDEN AL 35905 NONE PUBLIC CHARITY CHARITABLE 100 14120 0 14 1450 18 118799 0 120249 0 120249 0 0 0 0 0 0 0 0 0 0 X X 1 DAVID T LEE 30499 HARBOUR DRIVE ORANGE BEACH AL 36561 125000 X ACCOUNTING FEES 893 447 446 FORM 990-PF, PART I, ANALYSIS OF REVENUE AND EXPENSES, PAGE 1: LINE 3 - COLUMNS (A) AND (B) NET INVESTMENT INCOME REPORTED OF $1,450 (INTEREST INCOME AND DIVIDEND INCOME) THAT WAS NOT PREVIOUSLY REPORTED ON ORIGINALLY FILED FORM 990-PF. LINE 6A AND 6B - NET INVESTMENT INCOME OF $118,799 (LONG-TERM CAPITAL GAINS) THAT WAS NOT REPORTED ON THE ORIGINALLY FILED RETURN. LINE 6B GROSS PROCEEDS OF $121,849 BASED ON THOSE TRANSACTIONS.LINE 12 - COLUMN (A) INCREASED TO $245,389 COMPARED TO THE PREVIOUSLY REPORTED $125,140.LINE 12 - COLUMN (B) INCREASED TO $120,249 COMPARED TO THE PREVIOUSLY REPORTED $0.LINE 16B - COLUMN (B) HAS BEEN UPDATED TO $447 OF FEES RELATED TO NET INVESTMENT INCOME, WITH THE AMOUNT IN COLUMN (D), UPDATED TO $446 TO REFLECT THE PROPER ALLOCATION OF THESE FEES.LINE 24 - COLUMN (B) RESPECTIVELY CALCULATES TO $459, AS COMPARED TO $0, AS ORIGINALLY FILED.LINE 26 - COLUMN (B) RESPECTIVELY CALCULATES TO $459, AS COMPARED TO $0, AS ORIGINALLY FILED.LINE 27A - COLUMN (A) RESPECTIVELY CALCULATES TO $127,519, AS COMPARED TO $7,270, AS ORIGINALLY FILED.LINE 27B - COLUMN (B) RESPECTIVELY CALCULATES TO $119,790, AS COMPARED TO $0, AS ORIGINALLY FILED. FORM 990-PF, PART II, BALANCE SHEETS, PAGE 2: LINE 1 - COLUMNS (B) AND (C) ARE UPDATED TO $14,371, AS COMPARED TO $14,366, AS ORIGINALLY FILED, RESPECTIVELY.LINE 2 - COLUMNS (B) AND (C) ARE UPDATED TO $82,302, AS COMPARED TO $0, AS ORIGINALLY FILED, RESPECTIVELY.LINE 16 - COLUMNS (B) AND (C) ARE UPDATED TO $96,673, AS COMPARED TO $14,366, AS ORIGINALLY FILED, RESPECTIVELY.LINES 28 AND 29 - COLUMNS (B) ARE UPDATED TO $95,439, AS COMPARED TO $13,132, AS ORIGINALLY FILED, RESPECTIVELY.LINE 30 - COLUMN (B) IS UPDATED TO $96,673, AS COMPARED TO $14,366, AS ORIGINALLY FILED, RESPECTIVELY.FORM 990-PF, PART III, ANALYSIS OF CHANGES IN NET ASSETS OR FUND BALANCES, PAGE 2:LINE 2 - UPDATED TO $127,519, AS COMPARED TO $7,270, AS ORIGINALLY FILED.LINE 3 - UPDATED TO $133,381, AS COMPARED TO $13,132, AS ORIGINALLY FILED.LINE 5 - UPDATED TO $37,942, AS COMPARED TO $0, AS ORIGINALLY FILED.LINE 6 - UPDATED TO $95,439, AS COMPARED TO $13,132, AS ORIGINALLY FILED. FORM 990-PF, PART IV, CAPITAL GAINS LOSSES FOR TAX ON INVESTMENT, PAGE 3: LINES 1A AND 1B, 2 - REFLECTS INVESTMENT INCOME FOR LONG-TERM CAPITAL GAINS OF $118,799, AS COMPARED TO $0, AS ORIGINALLY FILED. RETURN.FORM 990-PF, PART V, EXCISE TAX BASED ON INVESTMENT INCOME, PAGE 3:LINES 1-5 - REFLECTS CALCULATION OF EXCISE TAX BASED ON INVESTMENT INCOME OF $1,665, RESPECTIVELY. NO EXCISE TAX WAS COMPUTED ON THE ORIGINALLY FILED RETURN.LINE 8 - REFLECTS AN UNDERPAYMENT PENALTY OF $89.LINE 9 - REFLECTS THE TOTAL TAX DUE OF $1,754. NO EXCISE TAX WAS COMPUTED ON THE ORIGINALLY FILED RETURN. FORM 990-PF, PART IX, MINIMUM INVESTMENT RETURN, PAGE 8: LINE 1A - REFLECTS AMOUNT OF $42,345, AS COMPARED TO $0, AS ORIGINALLY FILED.LINE 1B - REFLECTS AMOUNT OF $16,338, AS COMPARED TO $16,327, AS ORIGINALLY FILED.LINE 1D AND LINE 3 - REFLECTS AMOUNT OF $58,683, AS COMPARED TO $16,327, AS ORIGINALLY FILED, RESPECTIVELY.LINE 4 - REFLECTS AMOUNT OF $880, AS COMPARED TO $245, AS ORIGINALLY FILED.LINE 5 - REFLECTS AMOUNT OF $57,803, AS COMPARED TO $16,082, AS ORIGINALLY FILED.LINE 6 - REFLECTS AMOUNT OF $2,890, AS COMPARED TO $804, AS ORIGINALLY FILED.FORM 990-PF, PART X, DISTRIBUTABLE AMOUNT, PAGE 8:LINE 1 - REFLECTS AMOUNT OF $2,890, AS COMPARED TO $804, AS ORIGINALLY FILED.LINES 2A AND 2C- REFLECTS AMOUNTS OF $1,665, AS COMPARED TO $0, AS ORIGINALLY FILED, RESPECTIVELY.LINES 3, 5, AND 7 - REFLECTS AMOUNTS OF $1,225, AS COMPARED TO $804, AS ORIGINALLY FILED, RESPECTIVELY.FORM 990-PF, PART XI, QUALIFYING DISTRIBUTIONS, PAGE 8:LINES 1A AND 4- REFLECTS AMOUNTS OF $117,411, AS COMPARED TO $117,858, AS ORIGINALLY FILED, RESPECTIVELY. FORM 990-PF, PART XI, UNDISTRIBUTED INCOME, PAGE 9: LINE 1 - REFLECTS AMOUNT OF $1,225, AS COMPARED TO $804, AS ORIGINALLY FILED.LINE 4 - REFLECTS AMOUNT OF $117,411, AS COMPARED TO $117,858, AS ORIGINALLY FILED.LINE 4E - REFLECTS AMOUNTS OF $116,186 AND 1,225, AS COMPARED TO $117,054 AND $804, AS ORIGINALLY FILED, RESPECTIVELY.LINE 6A AND 9 - REFLECTS AMOUNTS OF $211,186, AS COMPARED TO $212,054, AS ORIGINALLY FILED, RESPECTIVELY.LINE 10E - REFLECTS AMOUNT OF $116,186, AS COMPARED TO $117,054, AS ORIGINALLY FILED. FORM 990-PF, PART XV-A, ANALYSIS OF INCOME-PRODUCING ACTIVITIES, PAGE 12: LINE 4 - COLUMN (D) REFLECTS AMOUNT OF $1,450 FOR INTEREST AND DIVIDENDS, AS COMPARED TO $0, AS ORIGINALLY FILED. LINE 8 - COLUMN (D) REFLECTS AMOUNT OF $118,799 FOR CAPITAL GAINS, AS COMPARED TO $0, AS ORIGINALLY FILED.LINE 12 - COLUMN (D) REFLECTS AMOUNT OF $120,249, AS COMPARED TO $0, AS ORIGINALLY FILED.LINE 13 - COLUMN (E) REFLECTS AMOUNT OF $120,249, AS COMPARED TO $0, AS ORIGINALLY FILED. LEGAL FEES 485 0 485 NET DIFFERENCE IN CHANGE OF ASSET VALUATIONS 37942 OFFICE EXPENSES 1142 0 1142 SOFTWARE EXPENSES 36236 0 36236 CONTRACT FEES 832 0 832 BANK FEES 24 12 12 DUES 2506 0 2506 DAVID T LEE 30499 HARBOUR DR ORANGE BEACH AL 36561 PAYROLL TAXES 4175 0 4175