Form990-PF

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
THE CHESAPEAKE CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2575 SOUTH BAYSHORE DR NO 12A
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MIAMI, FL33133
A Employer identification number

32-6321709
B Telephone number (see instructions)

(917) 843-5468
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$9,985,672
J 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) 3,096,170
2 Check bullet.............
3 Interest on savings and temporary cash investments 8,430 8,430  
4 Dividends and interest from securities... 155,419 155,419  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -283,672
b Gross sales price for all assets on line 6a 3,384,140
7 Capital gain net income (from Part IV, line 2)... 0
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)....... 79 79  
12 Total. Add lines 1 through 11........ 2,976,426 163,928  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 79,200 39,600   19,800
15 Pension plans, employee benefits....... 26,785 13,393   6,696
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 5,885 2,943   1,471
c Other professional fees (attach schedule).... 43,521 43,521   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 833 833   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 1,631 816   408
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 157,855 101,106   28,375
25 Contributions, gifts, grants paid....... 425,000 425,000
26 Total expenses and disbursements. Add lines 24 and 25 582,855 101,106   453,375
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,393,571
b Net investment income (if negative, enter -0-) 62,822
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......... 2,039,127 1,528,037 1,528,037
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)....... 4,812,579 Click to see attachment8,457,635 8,457,635
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) 6,851,706 9,985,672 9,985,672
Liabilities 17 Accounts payable and accrued expenses..........    
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 0
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........... 6,851,706 9,985,672
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 6,851,706 9,985,672
30 Total liabilities and net assets/fund balances (see instructions). 6,851,706 9,985,672
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
6,851,706
2
Enter amount from Part I, line 27a .....................
2
2,393,571
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
740,395
4
Add lines 1, 2, and 3 ..........................
4
9,985,672
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,985,672
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 SALE OF PUBLICALLY TRADED STOCK P 2019-01-01 2020-12-31
b SALE OF PUBLICALLY TRADED STOCK P 2020-01-01 2020-12-31
c CAPITAL GAIN DIVIDENDS P 2019-01-01 2020-12-31
d
e
(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 2,603,658   2,910,168 -306,510
b 780,482   760,590 19,892
c       2,946
d
e
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       -306,510
b       19,892
c       2,946
d
e
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 -283,672
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................................ 1 873
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........................... 3 873
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- ..... 5 873
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,173
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 2,173
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,300
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,300 RefundedBullet 11 0
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)
    bulletFL
    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. Click to see attachment...............................
    10
    Yes
     
    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 ofbulletGRACE V LEAHY Telephone no.bullet (917) 843-5468

    Located atbullet2575 SOUTH BAYSHORE DR NO 12AMIAMIFL ZIP+4bullet33133
    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
    JOHN J LEAHY TRUSTEE
    2.00
    0 0 0
    2575 SOUTH BAYSHORE DRIVE APT 12A
    MIAMI,FL33133
    GRACE V LEAHY TRUSTEE/EXEC DIR
    5.00
    0 0 0
    2575 SOUTH BAYSHORE DRIVE APT 12A
    MIAMI,FL33133
    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
    JULIETTE WHITE VICE PRESIDENT
    40.00
    79,200 19,800 0
    1253 SPRINGFIELD AVENUE 279
    NEW PROVIDENCE,NJ07974
    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
    4,904,775
    b
    Average of monthly cash balances.......................
    1b
    1,738,340
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,643,115
    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
    6,643,115
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    99,647
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,543,468
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    327,173
    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
    327,173
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    873
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    873
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    326,300
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    326,300
    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
    326,300
    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
    453,375
    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
    453,375
    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
    453,375
    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 7 326,300
    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...... 50,819
    b From 2016......  
    c From 2017...... 77,996
    d From 2018......  
    e From 2019...... 107,949
    fTotal of lines 3a through e........ 236,764
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 453,375
    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..... 326,300
    e Remaining amount distributed out of corpus 127,075
    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 5 363,839
    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) ...
    50,819
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    313,020
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017.... 77,996
    c Excess from 2018....  
    d Excess from 2019.... 107,949
    e Excess from 2020.... 127,075
    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).)
    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 e-mail address of the person to whom applications should be addressed:
    GRACE V LEAHY
    2575 SOUTH BAYSHORE DRIVE APT 12A
    MIAMI,FL33133
    (917) 843-5468
    bThe form in which applications should be submitted and information and materials they should include:
    NONE
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    AMERICARES
    88 HAMILTON AVE
    STAMFORD,CT06902
    NONE PC TO SUPPORT THE PEOPLE OF THE BAHAMAS AFFECTED BY HURRICANE 20,000
    CATH CHARITIES ARCHDIOCESE MIAMI - ELDERLY MEAL DELIVERY
    1505 NE 26TH STREET
    WILTON MANORS,FL33305
    NONE PC TO PROVIDE MEALS TO THOSE 60 OR OLDER, WHO LIVE INDEPENDENTLY IN THEIR OWN HOMES 15,000
    CATHOLIC CHARITIES ARCHDIOCESE NY
    1011 FIRST AVE 11TH FLOOR
    NY,NY10022
    NONE PC TO SUPPORT THE MISSION TO UPHOLD THE DIGNITY OF EACH PERSON BY SERVING THE BASIC NEEDS OF THE POOR, TROUBLED, FRAIL AND OPPRESSED OF ALL RELIGIONS 50,000
    CATHOLIC CHARITIES USA
    2050 BALLENGER AVE SUITE 400
    ALEXANDRIA,VA22314
    NONE PC TO SUPPORT THE MISSION OF PROVIDING SERVICES TO PEOPLE IN NEED, TO ADVOCATE FOR JUSTICE IN SOCIAL STRUCTURES, AND TO CALL THE ENTIRE CHURCH AND OTHER PEOPLE OF GOOD WILL TO DO THE SAME. 30,000
    CATHOLIC RELIEF SERVICES
    228 WEST LEXINGTON STREET
    BALTIMORE,MD21201
    NONE PC TO HELP SUPPORT THE MISSION OF CARRYING OUT THE COMMITMENT OF THE BISHOPS OF THE UNITED STATES TO ASSIST THE POOR AND VULNERABLE OVERSEAS. 50,000
    CITYMEALS ON WHEELS-NYC
    355 LEXINGTON AVE
    NY,NY10017
    NONE PC PROVIDE A CONTINUOUS LIFELINE OF NUTRITIOUS FOOD TO HOMEBOUND ELDERLY NEW YORKERS IN NEED 15,000
    CMMB CHAMPS HAITI
    100 WALL ST 9TH FLOOR
    NY,NY10005
    NONE PC PROVIDE HEALTH AND WELL-BEING TO MOTHERS, CHILDREN, AND THEIR FAMILIES AND COMMUNITIES IN HAITI 40,000
    COLLEGE OF MOUNT SAINT VINCENT
    6301 RIVERDALE AVE
    RIVERDALE,NY10471
    NONE PC TO SUPPORT THE MISSION OF AN ACADEMICALLY EXCELLENT, AUTHENTICALLY INCLUSIVE, INDEPENDENT LIBERAL ARTS COLLEGE 25,000
    DOMINICAN NUNS OF SUMMIT
    543 SPRINGFIELD AVE
    SUMMIT,NJ07901
    NONE PC TO SUPPORT THE NUNS 10,000
    FEEDING SAN DIEGO
    9455 WAPLES ST SUITE 135
    SAN DIEGO,CA92121
    NONE PC TO SUPPORT HUNGER RELIEF IN THE SAN DIEGO AREA 15,000
    FORDHAM UNIVERSITY
    441 E FORDHAM ROAD FMH 512
    BRONX,NY104585149
    NONE PC TO SUPPORT THE MISSION OF PROVIDING THE HIGHEST QUALITY EDUCATION TO UNDERGRADUATE AND GRADUATE STUDENTS, IN THE JESUIT TRADITION 10,000
    MANHATTAN COLLEGE
    4513 MANHATTAN PARKWAY
    RIVERDALE,NY10471
    NONE PC TO SUPPORT ANNUAL FUND FOR ALL STUDENTS IN TIME OF GREAT NEED 25,000
    MANHATTAN COLLEGE
    4513 MANHATTAN PARKWAY
    RIVERDALE,NY10471
    NONE PC TO FUND PARTIAL SCHOLARSHIPS FOR STUDENTS PURSUING DEGREES IN MATHEMATICS. 15,000
    SECOND HARVEST FOOD BANK OF CENTRAL FLORIDA
    411 MERCY DRIVE
    ORLANDO,FL32805
    NONE PC TO SUPPORT THE MISSION OF FIGHTING HUNGER IN CENTRAL FLORIDA 15,000
    SAMARITAN'S PURSE - COVID 19
    PO BOX 3000
    BOONE,NC28607
    NONE PC TO SUPPORT THE MISSION OF MEETING NEEDS OF PEOPLE WHO ARE VICTIMS OF WAR, POVERTY, NATURAL DISASTERS, DISEASE AND FAMINE. 15,000
    ST STEPHEN MARTYR CHURCH
    2436 PENNSYLVANIA AVE NW
    WASHINGTON,DC20037
    NONE PC FOR THEIR SPIRITUAL AND CHARITABLE MINISTRIES 20,000
    ST PATRICK'S CATHEDRAL
    460 MADISON AVE
    NY,NY10022
    NONE PC TO SUPPORT THE MISSION OF THE CATHEDRAL IN PROVIDING HOPE AND SOLACE IN TIMES OF PEACE AND PLENTY AND WAR AND SORROW 15,000
    SYRACUSE UNIVERSITY (MBA SCHOLARSHIP)
    721 UNIVERSITY AVE
    SYRACUSE,NY13244
    NONE PC TO PROVIDE SCHOLARSHIP AND FINANCIAL ASSISTANCE TO GRADUATE STUDENTS ENROLLED IN THE MBA PROGRAM IN THE WHITMAN SCHOOL OF MANAGEMENT 40,000
    Total .................................bullet 3a 425,000
    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 ...........
        14 8,430  
    4 Dividends and interest from securities....     14 155,419  
    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.....     14 79  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        14 -283,672  
    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 -119,744 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    -119,744
    (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
    THE CHESAPEAKE CHARITABLE FOUNDATION
     
    Employer identification number

    32-6321709
    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
    THE CHESAPEAKE CHARITABLE FOUNDATION
     
    Employer identification number
    32-6321709
    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
    MR JOHN J LEAHY AND MRS GRACE V LEAHY
     
    2575 SOUTH BAYSHORE DRIVE APT 12A
     
    MIAMI, FL33133

    $ 3,096,170


    (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
    THE CHESAPEAKE CHARITABLE FOUNDATION
     
    Employer identification number

    32-6321709
    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
    1
    VARIOUS STOCKS $ 3,096,170 2020-12-17
    (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
    THE CHESAPEAKE CHARITABLE FOUNDATION
     
    Employer identification number

    32-6321709
    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 AccountingFeesSchedule
    Name:
    THE CHESAPEAKE CHARITABLE FOUNDATION
    EIN:
    32-6321709
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 5,885 2,943   1,471

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE CHESAPEAKE CHARITABLE FOUNDATION
    EIN:
    32-6321709
    Name of Stock End of Year Book Value End of Year Fair Market Value
    142 SHARES ABBOTT LABORATORIES 15,548 15,548
    161 SHARES ABBVIE INC 17,251 17,251
    41 SHARES ADBE 20,505 20,505
    41 SHARES ALIBABA 9,542 9,542
    15 SHARES ALPHABET 26,278 26,278
    9 SHARES AMAZON 29,312 29,312
    55 SHARES AMGEN INC 12,646 12,646
    139 SHARES APPLE 18,444 18,444
    4313 SHARES ARK 536,925 536,925
    384 SHARES AT&T INC 11,044 11,044
    93 SHARES AUTODESK 28,397 28,397
    890 SHARES BOA 26,976 26,976
    88 SHARES BOSTONE SCIENTIFIC 3,164 3,164
    221 SHARES BRISTOL MYERS SQUIBB 18,423 18,423
    221 SHARES BROWN-FORMAN 17,554 17,554
    204 SHARES CHEVERON CORP 17,228 17,228
    60 SHARES CHUBB LTD 9,235 9,235
    61 SHARES CINTAS 21,561 21,561
    401 SHARES CISCO SYSTEMS INC 17,945 17,945
    193 SHARES COCA-COLA COMPANY 10,584 10,584
    40 SHARES COSTCO 15,071 15,071
    94 SHARES DANAHER 20,881 20,881
    26533.353 SHARES COHEN & STEERS PFD SECURITIES & INCOME CL I 382,346 382,346
    748 SHARES CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF ETF 120,263 120,263
    20 SHARES DOALLAR GENL CORP 4,206 4,206
    52 SHARES DEXCOM 19,225 19,225
    220 SHARES EDWARDS LIFESCIENCES 20,071 20,071
    141 SHARES EMERSON ELECTRIC CO 11,332 11,332
    194 SHARES ELECTRONIC ARTS 27,858 27,858
    75 SHARES ESTEE LAUDER 19,964 19,964
    267 SHARES FORTIVE CORP 18,909 18,909
    302 SHARES GENPACT 12,491 12,491
    174 SHARES GENERAL MILLS INC 10,231 10,231
    407 SHARES GLOBAL X US INFRASTRUCTURE DEVELOPMENT ETF 8,632 8,632
    885 SHARES GOLDMAN SACHS ACTIVEBETA US LARGE CAP EQUITY ETF 66,986 66,986
    64 SHARES HONEYWELL INTL INC 13,613 13,613
    411 SHARES INTEL CORP 20,476 20,476
    37 SHARES INTUITIVE 30,270 30,270
    65 SHARES INTUIT 24,690 24,690
    186 SHARES INVESCO EXCHANGE S&P 500 EQUAL WEIGHT ENERGY ETF 10,559 10,559
    1142 SHARES INVESCO QQQ ETF 358,291 358,291
    32 SHARES ISHARES 20+ YR TREASURY BOND ETF 5,047 5,047
    2514 SHARES ISHARES CORE MSCI EAFE ETF 173,692 173,692
    3479 SHARES ISHARES CORE MSCI EMERGING MARKETS ETF 215,837 215,837
    299 SHARES ISHARES CORE MSCI EUROPE 15,333 15,333
    39 SHARES ISHARES CORE S&P 500 ETF 4,993 4,993
    37 SHARES ISHARES EXPANDED TECH 13,102 13,102
    374 SHARES ISHARES MSCI EAFE GROWTH ETF 37,740 37,740
    157 SHARES ISHARES MSCI EAFE VALUE ETF 7,410 7,410
    915 SHARES ISHARES MSCI EAFE SMALL CAP ETF 62,540 62,540
    88 SHARES ISHARES TECHNOLOGY ETF 7,487 7,487
    76 SHARES ISHARES US FINANCIAL SERVICES ETF 11,404 11,404
    23 SHARES ISHARES US MEDICAL DEVICES ETF 7,528 7,528
    96 SHARES JOHNSON & JOHNSON 15,108 15,108
    281 SHARES JPMORGAN BETABUILDER JAPAN ETF 7,868 7,868
    190 SHARES JPMORGAN CHASE & CO 24,143 24,143
    153 SHARES JP MORGAN DIV RETURN 8,906 8,906
    791 SHARES KIMBERLY CLARK CORP 11,865 11,865
    791 SHARES KINDER MORGAN INC DE 10,813 10,813
    86 SHARES L3HARRIS 16,256 16,256
    285 SHARES LEGGETT & PLATT INC 12,626 12,626
    54 SHARES LOCKHEED MARTIN CORP 19,169 19,169
    32 SHARES LOWES 5,136 5,136
    42 SHARES LULUEMON 14,617 14,617
    78 SHARES M&T BANK CORP 9,929 9,929
    120 SHARES MATCH GROUP 18,143 18,143
    74 SHARES MASTERCARD 26,414 26,414
    81 SHARES MCDONALD CORP 17,381 17,381
    190 SHARES MERCK & COMPANY INC NEW 15,542 15,542
    253 SHARES MICROSOFT CORP 56,272 56,272
    116 SHARES NXP 18,445 18,445
    95 SHARES NORFOLK SOUTHERN CORP 22,573 22,573
    11 SHARES NORTHROP 3,352 3,352
    166 SHARES NUCOR CORP 8,830 8,830
    288 SHARES PFIZER INC 10,601 10,601
    133 SHARES PAYPAL 31,149 31,149
    128 SHARES PNC FINANCIAL SERVICES GROUP INC 19,072 19,072
    470 SHARES PPL CORP 13,254 13,254
    90 SHARES PROCTER & GAMBLE COMPANY 12,523 12,523
    35 SHARES PROGRESSIVE 3,461 3,461
    50 SHARES PROLOGIS INC 4,983 4,983
    95 SHARES QUALCOMM INC 14,472 14,472
    49 SHARES ROPER TECH 21,123 21,123
    73 SHARES SBA COM. 20,595 20,595
    1000 SHARES SECTOR ENERGY SELECCT SECTOR SPDR ETF 37,900 37,900
    4180 SHARES SECTOR FINANCIAL SELECT SECTOR SPDF ETF 123,226 123,226
    1352 SHARES SECTOR INDUSTRIAL SELECT SECTOR SPDR ETF 119,720 119,720
    1244 SHARES SECTOR TECH SELECT SECTOR SPDR ETF 161,745 161,745
    1788 SHARES SECTOR COM. SERVICE SELECT SECTOR SPDR ETF 120,654 120,654
    1066 SHARES SECTOR HEALTHCARE SELECT SECTOR SPDR ETF 120,927 120,927
    24 SHARES SERVICENOW 13,210 13,210
    32 SHARES SHERWIN WILLIAMS 23,517 23,517
    16 SHARES SHOPIFY 18,111 18,111
    51 SHARES STARBUCKS 5,456 5,456
    37 SHARES TARGET 6,532 6,532
    56 SHARES THERMO FISHER 26,084 26,084
    26 SHARES UNITED PARCEL SERVICE INC CLB 4,378 4,378
    11 SHARES UNITEDHEALTH 3,857 3,857
    568 SHAERS VANECK 18,233 18,233
    5563.088 SHARES VANGUARD EQUITY INCOME ADMIRAL CL 441,320 441,320
    16 SHARES VANGUARD INFORMATION TECHNOLOGY ETF 5,661 5,661
    268 SHARES VANGUARD ST CROP BOND ETF 22,311 22,311
    88 SHARES VANGUARD INTERMEDIATE TERM TREASURY INDEX ETF 8,548 8,548
    1119 SHARES VANGUARD MID CAP ETF 231,376 231,376
    1361 SHARES VANGUARD S&P 500 INDEX ETF 467,762 467,762
    800 SHARES VANGUARD SMALL CAP ETF 155,744 155,744
    553 SHARES VANGUARD TOTAL BOND MARKET EFT 48,769 48,769
    41 SHARES VIATRIS 768 768
    24 SHARES VISA 5,250 5,250
    115 SHARES WASTE MANAGEMENT 13,562 13,562
    174 SHARES WP CAREY INC 12,281 12,281
    120 SHARES WALMART 17,298 17,298
    146 SHARES ZOETIS 24,164 24,164
    5000 SHARES BLACKSTONE 324,050 324,050
    2000 SHARES LAM RESEARCH 944,540 944,540
    1000 SHARES MICROSOFT 222,420 222,420
    3000 SHARES NVIDIA CORP 1,566,600 1,566,600

    TY 2020 OtherExpensesSchedule
    Name:
    THE CHESAPEAKE CHARITABLE FOUNDATION
    EIN:
    32-6321709
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYCHEX FEES 1,222 611   306
    POSTAGE 409 205   102


    TY 2020 OtherIncomeSchedule2
    Name:
    THE CHESAPEAKE CHARITABLE FOUNDATION
    EIN:
    32-6321709
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER TRUIST INCOME 79 79 79


    TY 2020 OtherIncreasesSchedule
    Name:
    THE CHESAPEAKE CHARITABLE FOUNDATION
    EIN:
    32-6321709
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 740,395


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE CHESAPEAKE CHARITABLE FOUNDATION
    EIN:
    32-6321709
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BB&T INVESTMENT ADVISOR FEES 43,521 43,521   0


    TY 2020 SubstantialContributorsSch
    Name:
    THE CHESAPEAKE CHARITABLE FOUNDATION
    EIN:
    32-6321709
    Name Address
    MR JOHN J LEAHY AND MRS GRACE V LEA 2575 SOUTH BAYSHORE DRIVE APT 12A
    MIAMI,FL33133


    TY 2020 TaxesSchedule
    Name:
    THE CHESAPEAKE CHARITABLE FOUNDATION
    EIN:
    32-6321709
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 833 833   0