Civic Intelligence

Patrick P Lee Foundation Inc.

990T • Fiscal year 2023 • EIN 45-3845576

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 01, 2024

Organization Profile
5166 Main Street 303Williamsville, NY 14221

(716) 844-3100

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2012: $26,902,969Liabilities 2012: $02012Assets 2013: $28,513,060Liabilities 2013: $0Net Assets 2013: $28,513,0602013Assets 2014: $27,514,297Liabilities 2014: $0Net Assets 2014: $27,514,2972014Assets 2015: $24,593,121Liabilities 2015: $0Net Assets 2015: $24,593,1212015Assets 2016: $25,943,356Liabilities 2016: $0Net Assets 2016: $25,943,3562016Assets 2017: $27,824,885Liabilities 2017: $1,140,067Net Assets 2017: $26,684,8182017Assets 2018: $38,368,186Liabilities 2018: $1,477,426Net Assets 2018: $36,890,7602018Assets 2019: $42,544,349Liabilities 2019: $1,605,430Net Assets 2019: $40,938,9192019Assets 2020: $42,848,933Liabilities 2020: $766,613Net Assets 2020: $42,082,3202020Assets 2021: $46,217,197Liabilities 2021: $1,418,526Net Assets 2021: $44,798,6712021Assets 2022: $39,288,345Liabilities 2022: $526,429Net Assets 2022: $38,761,9162022Assets 2023: $41,778,087Liabilities 2023: $722,596Net Assets 2023: $41,055,4912023Assets 2024: $44,560,171Liabilities 2024: $181,500Net Assets 2024: $44,378,6712024

Latest loaded filing

2024

Assets$44,560,171
Liabilities$181,500
Net Assets$44,378,671
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MRevenue 2012: $876,544Expenses 2012: $1,627,909Net Income 2012: -$751,3652012Revenue 2013: $2,015,147Expenses 2013: $1,630,608Net Income 2013: $384,5392013Revenue 2014: $660,785Expenses 2014: $1,746,776Net Income 2014: -$1,085,9912014Revenue 2015: $413,193Expenses 2015: $1,794,063Net Income 2015: -$1,380,8702015Revenue 2016: $617,647Expenses 2016: $839,578Net Income 2016: -$221,9312016Revenue 2017: $1,177,495Expenses 2017: $1,992,375Net Income 2017: -$814,8802017Revenue 2018: $17,036,675Expenses 2018: $2,412,107Net Income 2018: $14,624,5682018Revenue 2019: $1,599,354Expenses 2019: $2,790,302Net Income 2019: -$1,190,9482019Revenue 2020: $2,064,157Expenses 2020: $1,540,214Net Income 2020: $523,9432020Revenue 2021: $4,061,668Expenses 2021: $3,382,300Net Income 2021: $679,3682021Revenue 2022: $2,018,322Expenses 2022: $2,643,375Net Income 2022: -$625,0532022Revenue 2023: $3,032,352Expenses 2023: $3,803,671Net Income 2023: -$771,3192023Revenue 2024: $4,534,541Expenses 2024: $2,952,836Net Income 2024: $1,581,7052024

Latest loaded filing

2024

Revenue$4,534,541
Expenses$2,952,836
Net Income$1,581,705
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 1, 2024
Return Version
2023v7.0
Filing and Contact Details

Filer

Filer Name
Patrick P Lee Foundation
EIN
45-3845576
Phone
7168443100
Address
5166 MAIN STREET 303, WILLIAMSVILLE, NY 14221

Signing Officer

Name
Jane Mogavero
Title
Executive Director
Phone
7168443100
Signed
2024-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Chiampou Travis Besaw & Kershner Llp
Address
45 BRYANT WOODS NORTH, AMHERST, NY 14228
Preparer
Jon K Pellish
Phone
7166302400
Raw XML Appendix95 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-32082
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1-11405
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0AG REALTY FUND IX, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1AG REALTY FUND IX (A) LP
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-43487
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BalanceDueAmt073577
IRS990T/BooksInCareOfDetail/PersonNm0PATRICK P LEE FOUNDATION
IRS990T/BooksInCareOfDetail/PhoneNum07168443100
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt05166 MAIN STREET
IRS990T/BooksInCareOfDetail/USAddress/CityNm0WILLIAMSVILLE
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd014221
IRS990T/BookValueAssetsEOYAmt041778087
IRS990T/CharitableContributionsDedAmt00
IRS990T/ESPenaltyAmt01095
IRS990T/ExtsnRequestIncomeTaxPaidAmt011100
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IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
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IRS990T/OtherTaxesAmt00
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IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0399010
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IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0399010
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0399010
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0UNRELATED BUSINESS TAXABLE INCOME FROM PASSTHROUGH INVESTMENTS
IRS990TScheduleA/UBIBeforeNOLDedAmt0399010
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0399010
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt083582
IRS990T/TaxLessCreditsAmt083582
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt011100
IRS990T/TotalTaxAmt083582
IRS990T/TotalTaxComputationAmt083582
IRS990T/TotalUBTIAmt0398010
IRS990T/TotalUBTIBeforeNOLSpecificAmt0399010
IRS990T/TotalUBTIBeforeSection199AAmt0399010
IRS990T/TotalUBTIComputedAmt0399010
ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JANE MOGAVERO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07168443100
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-01
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ReturnHeader/Filer/BusinessNameControlTxt0PATR
ReturnHeader/Filer/EIN0453845576
ReturnHeader/Filer/PhoneNum07168443100
ReturnHeader/Filer/USAddress/AddressLine1Txt05166 MAIN STREET 303
ReturnHeader/Filer/USAddress/CityNm0WILLIAMSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014221
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161468002
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt045 BRYANT WOODS NORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AMHERST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014228
ReturnHeader/PreparerPersonGrp/PhoneNum07166302400
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JON K PELLISH
ReturnHeader/ReturnTs02024-11-13T08:55:57-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
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Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$44.6$0.18$44.4$4.53$2.95$1.58
2023Detailed filing. Detailed filing data is available for this year.$41.8$0.72$41.1$3.03$3.80$0.77
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$39.3$0.53$38.8$2.02$2.64$0.63
2021Detailed filing. Detailed filing data is available for this year.$46.2$1.42$44.8$4.06$3.38$0.68
2020Detailed filing. Detailed filing data is available for this year.$42.8$0.77$42.1$2.06$1.54$0.52
2019Detailed filing. Detailed filing data is available for this year.$42.5$1.61$40.9$1.60$2.79$1.19
2018Detailed filing. Detailed filing data is available for this year.$38.4$1.48$36.9$17.0$2.41$14.6
2017Detailed filing. Detailed filing data is available for this year.$27.8$1.14$26.7$1.18$1.99$0.81
2016Detailed filing. Detailed filing data is available for this year.$25.9$0.00$25.9$0.62$0.84$0.22
2015Detailed filing. Detailed filing data is available for this year.$24.6$0.00$24.6$0.41$1.79$1.38
2014Detailed filing. Detailed filing data is available for this year.$27.5$0.00$27.5$0.66$1.75$1.09
2013Detailed filing. Detailed filing data is available for this year.$28.5$0.00$28.5$2.02$1.63$0.38
2012Summary only. Only limited summary data is available for this year.$26.9$0.00$0.88$1.63$0.75