Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
DANA AND GREGORY LEE FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)3271 S HIGHLAND DRIVE SUITE 706
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAS VEGAS, NV89109
A Employer identification number

82-3722791
B Telephone number (see instructions)

(702) 726-8522
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$350,449J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 172,686
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 8,983 8,983  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 132,516
b Gross sales price for all assets on line 6a 453,539
7 Capital gain net income (from Part IV, line 2)... 132,516
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 314,185 141,499  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 1,600 1,200   0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 57 57   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 4,387 4,287   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,044 5,544   0
25 Contributions, gifts, grants paid....... 451,138 451,138
26 Total expenses and disbursements. Add lines 24 and 25 457,182 5,544   451,138
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -142,997
b Net investment income (if negative, enter -0-) 135,955
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 916,357 1,100,448 110,448
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 492,344 Click to see attachment177,555 240,001
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,408,701 1,278,003 350,449
Liabilities 17 Accounts payable and accrued expenses..........   12,314
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 12,314
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,408,701 1,265,689
29 Total net assets or fund balances (see instructions)..... 1,408,701 1,265,689
30 Total liabilities and net assets/fund balances (see instructions). 1,408,701 1,278,003
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,408,701
2
Enter amount from Part I, line 27a .....................
2
-142,997
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
6
4
Add lines 1, 2, and 3 ..........................
4
1,265,710
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
21
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,265,689
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a AQR LARGE CAP MULTI STYLE FD   2019-12-23 2020-05-01
b AQR STYLE PREMIA ALTERNATIVE FD   2019-12-23 2020-04-22
c DFA ONE YEAR FIXED INCOME   2019-12-16 2020-01-21
d DFA T A US CORE EQUITY 2 PORTFOLIO   2020-12-16 2020-12-22
e ADOBE INC   2018-03-01 2020-05-01
ADVANCED ENERGY INDUSTRIES INC   2018-11-14 2020-05-01
ADVANCED MICRO DEVICES INC   2018-05-04 2020-05-01
AES CORP COM   2016-02-16 2020-05-01
AIR PRODUCTS & CHEM   2016-02-16 2020-05-01
AKAMAI TECHNOLOGIES COM   2017-06-21 2020-05-01
AMBARELLA INC COM   2018-11-14 2020-05-01
AMERICAN ELEC PWR CO INC   2016-02-16 2020-05-01
AMGEN INC   2016-02-16 2020-05-01
AON PLC (IE) COM   2016-02-16 2020-05-01
APPLE INC COM   2018-03-01 2020-05-01
APPLIED MATERIALS INC   2018-10-12 2020-05-01
APTIV PLC COM   2016-02-16 2020-05-01
AQR LARGE CAP MULTI STYLE FD   2019-01-17 2020-05-01
AQR STYLE PREMIA ALTERNATIVE FD   2018-03-20 2020-04-22
AQUAVENTURE HLDGS LTD   2017-11-06 2020-03-31
ARCONIC CORPORATION COM   2018-12-17 2020-05-01
ARMSTRONG WORLD INDS INC   2018-03-01 2020-05-01
AUTODESK INC COM   2018-03-01 2020-05-01
BOSTON SCIENTIFIC CORP   2018-03-01 2020-05-01
BWX TECHNOLOGIES INC   2018-12-17 2020-05-01
CADENCE DESIGN SYSTEMS INC   2018-03-01 2020-05-01
CARDTRONICS PLC COM   2017-11-06 2020-05-01
CHARTER COMMUNICATIONS INC NEW CL A   2016-11-01 2020-05-01
COMCAST CORP NEW CL A   2016-02-16 2020-05-01
COSTCO WHOLESALE CORP   2015-06-24 2020-05-01
CROWN CASTLE INTL CORP   2016-02-16 2020-05-01
CROWN HLDGS INC   2018-10-12 2020-05-01
DANAHER CORPORATION COM   2016-02-16 2020-05-01
DEXCOM INC   2017-11-06 2020-05-01
DFA ONE YEAR FIXED INCOME   2018-09-27 2020-01-21
DFA T A US CORE EQUITY 2 PORTFOLIO   2016-02-10 2020-12-23
DINE BRANDS GLOBAL INC   2017-10-03 2020-05-01
DISNEY WALT CO   2016-02-16 2020-05-01
DISNEY WALT CO   2018-04-02 2020-05-01
DOLLAR GEN CORP   2016-09-20 2020-05-01
DOMINOS PIZZA INC   2016-09-20 2020-05-01
ECOLAB INC   2016-02-16 2020-05-01
EDWARDS LIFESCIENCES CORP   2016-02-16 2020-05-01
EL PASO ELECTRIC COMP NEW   2016-02-16 2020-05-01
ELI LILLY AND CO COM   2017-06-21 2020-05-01
EXACT SCIENCES CORP   2018-04-02 2020-05-01
EXELON CORP COM   2013-12-23 2020-05-01
FACEBOOK INC-CLASS A   2016-11-01 2020-05-01
FIRSTENERGY CORP   2017-06-21 2020-05-01
FISERV INC   2018-04-02 2020-05-01
HCA HEALTHCARE INC COM   2016-09-20 2020-05-01
HEICO CORP   2018-03-01 2020-05-01
HESS CORPORATION COM USD1.00   2016-02-16 2020-05-01
HOLOGIC INC   2016-02-16 2020-05-01
HOWMET AEROSPACE INC   2018-12-17 2020-05-01
INTUIT COM   2018-03-01 2020-05-01
KIRBY CORP   2016-02-16 2020-05-01
KOPPERS HLDGS INC   2018-12-17 2020-05-01
LEXINGTON REALTY TRUST   2016-02-16 2020-05-01
LIBERTY MEDIA CORP DEL COM SER C   2016-09-20 2020-05-01
LOCKHEED MARTIN CORP   2016-11-01 2020-05-01
LOWES COMPANIES INC   2016-02-16 2020-05-01
MARRIOTT VACTINS WORLDWID CORP   2018-12-17 2020-05-01
MARSH &MCLENNAN COMPANIES INC   2016-02-16 2020-05-01
MASTERCARD INC CL A   2018-03-01 2020-05-01
MCDONALDS CORP   2016-02-16 2020-05-01
MEDTRONIC PLC   2016-02-16 2020-05-01
MERCK & CO INC   2016-02-16 2020-05-01
MICRON TECHNOLOGY   2018-12-17 2020-05-01
MICROSOFT CORP   2018-04-02 2020-05-01
MONOLITHIC PWR SYS INC   2018-03-01 2020-05-01
NEXTERA ENERGY INC   2016-02-16 2020-05-01
NIKE INC CLASS B   2017-11-06 2020-05-01
NVIDIA CORP   2018-12-17 2020-05-01
NXP SEMICONDUCTORS   2018-11-14 2020-05-01
OSHKOSH CORP   2018-10-12 2020-05-01
PACCAR INC   2016-02-16 2020-05-01
PAYCHEX INC   2016-02-16 2020-05-01
PROCTER & GAMBLE CO   2018-09-17 2020-05-01
QUALCOMM INC   2016-02-16 2020-05-01
RALPH LAUREN CORP   2017-06-21 2020-05-01
RAYTHEON TECHNOLOGIES CORP   2016-09-20 2020-05-01
RESMED INC   2018-04-02 2020-05-01
ROSS STORES INC   2016-02-16 2020-05-01
SANFILIPPO JOHN B &SON INC   2016-08-17 2020-05-01
SBA COMMUNICATIONS CORP NEW CL A   2016-11-01 2020-05-01
SERVICENOW INC   2018-03-01 2020-05-01
SIRIUS XM HLDGS INC   2016-09-20 2020-05-01
SPLUNK INC   2018-03-01 2020-05-01
SPORTSMANS WAREHOUSE HLDGS INC   2017-11-06 2020-05-01
STARBUCKS CORP   2016-11-01 2020-05-01
STERICYCLE INC   2018-12-17 2020-05-01
STERIS PLC   2018-05-04 2020-05-01
SYNOPSYS INC   2018-03-01 2020-05-01
SYSCO CORP   2016-02-16 2020-05-01
T-MOBILE US INC   2016-11-01 2020-05-01
TARGET CORP   2017-11-06 2020-05-01
THERMO FISHER SCIENTIFIC INC   2018-03-01 2020-05-01
TJX COS INC   2016-11-01 2020-05-01
URBAN OUTFITTERS INC   2017-06-21 2020-05-01
VERISK ANALYTICS INC   2016-02-16 2020-05-01
VISA INC COM CL A   2018-03-01 2020-05-01
WESTERN DIGITAL CORP   2018-12-17 2020-05-01
XCEL ENERGY INC   2016-02-16 2020-05-01
XILINX INC   2016-02-16 2020-05-01
ZOETIS INC   2018-05-04 2020-05-01
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,313   1,543 -230
b 179   209 -30
c 71   71 0
d 573   573 0
e 2,061   1,236 825
264   210 54
699   158 541
321   226 95
666   358 308
288   148 140
146   101 45
244   183 61
1,854   1,177 677
1,071   613 458
8,433   5,075 3,358
610   438 172
391   312 79
23,971   29,334 -5,363
11,194   16,526 -5,332
325   155 170
19   20 -1
302   242 60
523   344 179
433   318 115
412   329 83
456   229 227
205   173 32
1,533   749 784
1,851   1,437 414
1,817   830 987
474   242 232
311   230 81
1,289   531 758
1,707   250 1,457
3,296   3,295 1
329,962   219,581 110,381
231   261 -30
1,159   1,022 137
245   186 59
1,039   430 609
1,073   456 617
762   435 327
627   253 374
681   402 279
462   248 214
304   155 149
178   136 42
606   389 217
406   285 121
701   494 207
836   562 274
418   341 77
268   245 23
99   68 31
113   152 -39
784   493 291
99   110 -11
141   172 -31
524   331 193
63   58 5
385   245 140
1,150   742 408
228   218 10
678   396 282
2,419   1,561 858
1,098   715 383
572   447 125
2,170   1,394 776
451   339 112
10,692   5,642 5,050
566   347 219
1,134   562 572
513   336 177
1,416   718 698
574   482 92
254   246 8
68   51 17
200   150 50
2,920   1,756 1,164
1,357   798 559
217   213 4
429   413 16
634   383 251
89   55 34
664   368 296
863   333 530
1,017   479 538
173   124 49
402   281 121
150   84 66
517   368 149
368   313 55
846   579 267
598   338 260
158   131 27
259   148 111
107   59 48
1,327   821 506
384   290 94
84   86 -2
154   68 86
2,998   2,047 951
123   115 8
497   311 186
166   96 70
382   245 137
5     5
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -230
b       -30
c       0
d       0
e       825
      54
      541
      95
      308
      140
      45
      61
      677
      458
      3,358
      172
      79
      -5,363
      -5,332
      170
      -1
      60
      179
      115
      83
      227
      32
      784
      414
      987
      232
      81
      758
      1,457
      1
      110,381
      -30
      137
      59
      609
      617
      327
      374
      279
      214
      149
      42
      217
      121
      207
      274
      77
      23
      31
      -39
      291
      -11
      -31
      193
      5
      140
      408
      10
      282
      858
      383
      125
      776
      112
      5,050
      219
      572
      177
      698
      92
      8
      17
      50
      1,164
      559
      4
      16
      251
      34
      296
      530
      538
      49
      121
      66
      149
      55
      267
      260
      27
      111
      48
      506
      94
      -2
      86
      951
      8
      186
      70
      137
      5
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 132,516
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 1,890
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,890
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,890
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,046
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,046
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 844
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNV
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJAMES A BARRETT JR Telephone no.bullet (702) 726-8522

    Located atbullet3271 S HIGHLAND DR STE 702LAS VEGASNV ZIP+4bullet89109
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    GREGORY T H LEE MANAGER
    0.50     		0 0 0
    3271 S HIGHLAND DR STE 705A
    LAS VEGAS,NV89109
    DANA S LEE MANAGER
    0.50     		0 0 0
    3271 S HIGHLAND DR STE 705A
    LAS VEGAS,NV89109
    JAMES A BARRETT JR TREASURER
    0.50     		0 0 0
    3271 S HIGHLAND DR STE 702
    LAS VEGAS,NV89109
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    451,253
    b
    Average of monthly cash balances.......................
    1b
    1,058,082
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,509,335
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,509,335
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    22,640
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,486,695
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    74,335
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    74,335
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,890
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,890
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    72,445
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    72,445
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    72,445
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    451,138
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    451,138
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    451,138
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 72,445
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018...... 31,215
    e From 2019...... 53,945
    fTotal of lines 3a through e........ 85,160
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 451,138
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 72,445
    e Remaining amount distributed out of corpus 378,693
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 463,853
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		463,853
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018.... 31,215
    d Excess from 2019.... 53,945
    e Excess from 2020.... 378,693
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    GREGORY T H LEE
    DANA S LEE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    CATHEDRAL SCHOOL FOR BOYS
    1275 SACRAMENTO STREET
    SAN FRANCISCO,CA94108     		  PUBLIC CHARITY PROGRAM SUPPORT 20,000
    BROWN UNIVERSITY PERFORMING ARTS BUILDING
    BROWN UNIVERSITY ANGELL ST
    PROVIDENCE,RI02906     		  PUBLIC CHARITY PROGRAM SUPPORT 200,000
    USC UNIVERSITY
    3551 TROUSDALE PKWY
    LOS ANGELES,CA90089     		  PUBLIC CHARITY PROGRAM SUPPORT 11,138
    THREE SQAURE FOOD BANK
    4190 N PECOS RD
    LAS VEGAS,NV89115     		  PUBLIC CHARITY PROGRAM SUPPORT 200,000
    FELLOWS OF HARVARD
    1563 MASSACHUSETTS AVE
    CAMBRIDGE,CA02138     		  PUBLIC CHARITY PROGRAM SUPPORT 20,000
    Total .................................bullet 3a 451,138
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 8,983  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 132,516  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 141,499 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    141,499
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    DANA AND GREGORY LEE FAMILY FOUNDATION
     
    Employer identification number

    82-3722791
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    DANA AND GREGORY LEE FAMILY FOUNDATION
          		Employer identification number
    82-3722791
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    LEE CHARITABLE LEAD TRUST
     
    3271 S HIGHLAND DR STE 704
     
    LAS VEGAS, NV89109

    		$ 172,686


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    DANA AND GREGORY LEE FAMILY FOUNDATION
          		Employer identification number

    82-3722791
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    DANA AND GREGORY LEE FAMILY FOUNDATION
          		Employer identification number

    82-3722791
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 GeneralExplanationAttachment
    Name:
    DANA AND GREGORY LEE FAMILY FOUNDATION
    EIN:
    82-3722791
    Identifier Return Reference Explanation
    RECLASSIFY REVENUE FORM 990-PF, LINE 4 AND 6A CERTAIN REVENUE ITEMS HAVE BEEN RECLASSIFIED SO THAT THEY ARE REPORTED ON THE CORRECT LINE OF FORM 990-PF. AMOUNTS HAVE BEEN MOVED FROM FORM 990-PF, PART I, LINE 4 TO FORM 990-PF, PART I, LINE 6A AND 6B.

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    DANA AND GREGORY LEE FAMILY FOUNDATION
    EIN:
    82-3722791
    Name of Stock End of Year Book Value End of Year Fair Market Value
    FIDELITY - 1551 177,555 240,001

    TY 2020 LegalFeesSchedule
    Name:
    DANA AND GREGORY LEE FAMILY FOUNDATION
    EIN:
    82-3722791
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 1,600 1,200   0


    TY 2020 OtherDecreasesSchedule
    Name:
    DANA AND GREGORY LEE FAMILY FOUNDATION
    EIN:
    82-3722791
    Description Amount
    UNREALIZED GAINS/LOSSES 20
    OTHER BOOK/TAX TIMING DIFFERENCES 1


    TY 2020 OtherExpensesSchedule
    Name:
    DANA AND GREGORY LEE FAMILY FOUNDATION
    EIN:
    82-3722791
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 4,287 4,287   0
    LICENSES 100 0   0


    TY 2020 OtherIncreasesSchedule
    Name:
    DANA AND GREGORY LEE FAMILY FOUNDATION
    EIN:
    82-3722791
    Description Amount
    NON-DIVIDEND DISTRIBUTIONS 6


    TY 2020 TaxesSchedule
    Name:
    DANA AND GREGORY LEE FAMILY FOUNDATION
    EIN:
    82-3722791
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 57 57   0
    FEDERAL TAXES 0 0   0