Civic Intelligence

John M & Janie R Lee Charitable Tr

EIN 62-6364522 • Orlando, FL

PO Box 919798Orlando, FL 32891-9798
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2025

Net Margin

5th percentile

-103%

Higher net margin than 5% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

56th percentile

$28,844

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 16.8% of source-year revenue.

$1M-$5M nonprofits • Source year 2025

Asset Growth

22nd percentile

-4.6%

Faster asset growth than 22% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

10th percentile

-35%

Faster revenue growth than 10% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$3,704,369

Down $176,925 (-4.6%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$3,704,369

Down $176,925 (-4.6%) from 2024

Operations
Liabilities / Revenue33rd percentileNet Margin5th percentile

Revenue

Down

$171,240

Down $91,542 (-35%) from 2024

Expenses

Up

$347,437

Up $16,717 (+5.1%) from 2024

Net Income

Down

-$176,197

Down $108,259 (-159%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2012: $4,405,836Liabilities 2012: $02012Assets 2013: $4,137,531Liabilities 2013: $02013Assets 2014: $4,160,339Liabilities 2014: $02014Assets 2015: $4,139,725Liabilities 2015: $02015Assets 2016: $4,297,106Liabilities 2016: $02016Assets 2020: $3,894,140Liabilities 2020: $02020Assets 2021: $4,141,257Liabilities 2021: $0Net Assets 2021: $4,141,2572021Assets 2022: $3,947,169Liabilities 2022: $0Net Assets 2022: $3,947,1692022Assets 2023: $3,943,337Liabilities 2023: $0Net Assets 2023: $3,943,3372023Assets 2024: $3,881,294Liabilities 2024: $0Net Assets 2024: $3,881,2942024Assets 2025: $3,704,369Liabilities 2025: $0Net Assets 2025: $3,704,3692025

Highlighted filing

2025

Assets$3,704,369
Liabilities$0
Net Assets$3,704,369
Open 2025 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2012: -$31,902Expenses 2012: $302,011Net Income 2012: -$333,9132012Revenue 2013: $45,670Expenses 2013: $314,483Net Income 2013: -$268,8132013Revenue 2014: $345,481Expenses 2014: $322,673Net Income 2014: $22,8082014Revenue 2015: $193,115Expenses 2015: $213,729Net Income 2015: -$20,6142015Revenue 2016: $576,446Expenses 2016: $419,065Net Income 2016: $157,3812016Revenue 2020: $131,635Expenses 2020: $306,339Net Income 2020: -$174,7042020Revenue 2021: $557,204Expenses 2021: $310,268Net Income 2021: $246,9362021Revenue 2022: $123,550Expenses 2022: $313,018Net Income 2022: -$189,4682022Revenue 2023: $354,960Expenses 2023: $460,698Net Income 2023: -$105,7382023Revenue 2024: $262,782Expenses 2024: $330,720Net Income 2024: -$67,9382024Revenue 2025: $171,240Expenses 2025: $347,437Net Income 2025: -$176,1972025

Highlighted filing

2025

Revenue$171,240
Expenses$347,437
Net Income-$176,197
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,704,369
Liabilities
$0
Net assets
$3,704,369
Revenue
$171,240
Expenses
$347,437
Net income
-$176,197
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.17$0.35$0.18
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.88$0.00$3.88$0.26$0.33$0.07
2023Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.35$0.46$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.95$0.00$3.95$0.12$0.31$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.14$0.00$4.14$0.56$0.31$0.25
2020Summary only. Only limited summary data is available for this year.$3.89$0.00$0.13$0.31$0.17
2016Summary only. Only limited summary data is available for this year.$4.30$0.00$0.58$0.42$0.16
2015Summary only. Only limited summary data is available for this year.$4.14$0.00$0.19$0.21$0.02
2014Summary only. Only limited summary data is available for this year.$4.16$0.00$0.35$0.32$0.02
2013Summary only. Only limited summary data is available for this year.$4.14$0.00$0.05$0.31$0.27
2012Summary only. Only limited summary data is available for this year.$4.41$0.00$0.03$0.30$0.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Jun 25, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUIST BANKTrustee-$28,844-$28,844
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantVANDERBILT UNIVERSITY MEDICAL CENTER OFFICE OF DEVELOPMENTGENERAL OPERATINGPCNASHVILLE, TN, US$280,487
Filing and Contact Details

Filer

Filer Name
John M & Janie R Lee Charitable Tr
EIN
62-6364522
Phone
4047243644
Address
PO BOX 919798, ORLANDO, FL 32891-9798

Signing Officer

Name
Truist Bank
Title
Director
Phone
4047243644
Signed
2025-06-25
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER ST STE 800, PROVIDENCE, RI 02903
Preparer
Richard Raleigh
Phone
4014573839
Raw XML Appendix389 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0013817AW1 ALCOA INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm112513GBG3 CDW LLC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm214162VAB2 CARE CAPITAL PROPERT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm340057HAC4 GS FINANCE CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4431571AB4 HILLENBRAND INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm559156RCA4 METLIFE INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm681180WAL5 SEAGATE HDD CAYMAN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7436106AA6 HOLLYFRONTIER CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm892343EAH5 VERISIGN INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9808513BD6 CHARLES SCHWAB CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1089115A2M3 TORONTO DOMINION BAN
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0478160104 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1540424108 LOEWS CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2303901102 FAIRFAX FINANCIAL HO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3G1151C101 ACCENTURE PLC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm430231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5931142103 WALMART INC
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc019000. ALCOA INC 5.125% 10/01/24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1131000. SEAGATE HDD CAYMAN 4.750% 1/01/25
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAIN DIVIDENDS
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03704369
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06919714
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03881294
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03704369
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03881294
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03704369
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06714786
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0427896
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06286890
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0100722
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0330703
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06614064
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06714786
IRS990PF/NameChangeInd0X
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt028844
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0TRUIST BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 919798
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ORLANDO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0328919798
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0297409
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0297409
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 919798
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ORLANDO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0328919798
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0TRUIST BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum04047243644
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0280487
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VANDERBILT UNIVERSITY MEDICAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0OFFICE OF DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 290369
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NASHVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0372290369
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0280487
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt016922
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0280487
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0328977
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0297409
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0312055
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0280487
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01825
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02024 TRANSACTION POSTED IN 2025
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSE (NON-DEDUCTIBLE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0112
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0112
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01096
OtherIncreasesSchedule/OtherIncreasesDetail/Amt11
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02023 TRANSACTION POSTED IN 2024
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1ROUNDING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt031430
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMNT MNGMNT FEES (NON-DED
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt031430
TaxesSchedule/TaxesDetail/Amt01125
TaxesSchedule/TaxesDetail/Amt11523
TaxesSchedule/TaxesDetail/Amt21416
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01125
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRUIST BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04047243644
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN M & JANIE R LEE CHARITABLE TR
ReturnHeader/Filer/BusinessNameControlTxt0MOOR
ReturnHeader/Filer/EIN0626364522
ReturnHeader/Filer/PhoneNum04047243644
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 919798
ReturnHeader/Filer/USAddress/CityNm0ORLANDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0328919798
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 WESTMINSTER ST STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002903
ReturnHeader/PreparerPersonGrp/PhoneNum04014573839
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD RALEIGH
ReturnHeader/ReturnTs02025-06-25T13:01:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

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