BETA

CARL LESNOR FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
CARL LESNOR FAMILY FOUNDATION (EIN 46-1611644)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202303199349104605
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-15T12:25:01-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN873707167PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ MARKS PANETH LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line188 FROEHLICH FARM BOULEVARDAddressLine1Txt
CityWOODBURYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11797ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461611644EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CARL LESNOR FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCARLBusinessNameControlTxt
Phone5169925838PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CBIZ MP 88 FROEHLICH FARM BLVDAddressLine1Txt
CityWOODBURYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11797ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANA H MARTIPersonNm
Person TitlePRESIDENT/TREASURERPersonTitleTxt
Phone5169925838PhoneNum
Signature2023-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDANAPersonFirstNm
Person LastMARTIPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANA MARTIPreparerPersonNm
PTINP00107674PTIN
Phone5169925900PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,769,749FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$91,211DividendsRevAndExpnssAmt
Dividends Net Invst Incm$91,211DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$4,157NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$400,917GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$6,517OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$6,517OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$93,571TotalRevAndExpnssAmt
Total Net Invst Incm$97,728TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$15,880AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,790AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$7,790AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$20OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$970TaxesRevAndExpnssAmt
Taxes Net Invst Incm$470TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$500TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$134OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$134OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$17,004TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,394TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,290TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$230,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$230,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$247,004TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,394TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$238,290TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$153,433ExcessRevenueOverExpensesAmt
Net Investment Income$89,334NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$267,149SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$45,579SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$45,579SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$295,932USGovernmentObligationsBOYAmt
US Government Obligations EOY$210,272USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$201,365USGovtObligationsEOYFMVAmt
Other Investments BOY$2,222,442OtherInvestmentsBOYAmt
Other Investments EOY$2,376,239OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,522,805OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,785,523TotalAssetsBOYAmt
Total Assets EOY$2,632,090TotalAssetsEOYAmt
Total Assets EOYFMV$3,769,749TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,785,523RetainedEarningBOYAmt
Retained Earning EOY$2,632,090RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,785,523TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,632,090TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,785,523TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,632,090TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,785,523TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$153,433ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,632,090SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,632,090TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$398,618$401,856-$3,238-$3,238
CAPITAL GAINS DIVIDENDSP$2,299$2,299$2,299
FieldValueIRS element (for citing)
Capital Gain Net Income-$939CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,242InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,242SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,242TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,947EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$5,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$7,947TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$6,705OverpaymentAmt
Applied To ES Tax$6,705AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DANA MARTIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5169925838PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1CBIZ MP 88 FROEHLICH FARM BLVDAddressLine1Txt
CityWOODBURYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11797ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DANA H MARTI
88 FROEHLICH FARM BLVD SUITE 200WOODBURYNY11797DIR./ PRES./ TREAS.25.00$0$0$0
JAMES HULLETT
88 FROEHLICH FARM BLVD SUITE 200WOODBURYNY11797DIR./ SECR.10.00$0$0$0
KENNETH ESTEY
88 FROEHLICH FARM BLVD SUITE 200WOODBURYNY11797DIR./ VICE PRES.10.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,046,865AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$154,216AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,201,081TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,201,081AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$63,016CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,138,065NetVlNoncharitableAssetsAmt
Minimum Investment Return$206,903MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$206,903MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,242TaxBasedOnInvestmentIncomeAmt
Total Tax$1,242TotalTaxAmt
Distributable Before Adj$205,661DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$205,661DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$205,661DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$238,290ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$238,290QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$205,661DistributableAsAdjustedAmt
Undistributed Income PY$95,700UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$238,290QualifyingDistributionsAmt
Applied To Year1$95,700AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$142,590AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$63,071UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARCHIPELAGO BOOKS
232 THIRD ST A111BROOKLYNNY11215PCPROMOTION OF CROSS-CULTURAL EXCHANGE THROUGH INTERNATIONAL LITERATURE$60,000
BOSTON ARTISTS ENSEMBLE
85 HILLSIDE AVENEWTONMA02465PCARTS, CULTURE, AND HUMANITIES$13,000
GRID BOOKS
118 WILSON STREETBEACONNY12508PCTO SUPPORT OPERATIONS WITH THE GOAL OF EXPANDING BOOK PUBLISHING$24,000
PEACE ACTION FUND OF NEW YORK STATE INC
CHURCH ST STATION PO BOX 3357NEW YORKNY100083357PCCIVIL RIGHTS, EDUCATION, INTERNATIONAL$43,000
TIDES CENTER PALESTINE LEGAL
637 S DEARBORN ST 3RD FLOORCHICAGOIL60605PCTO SUPPORT THE DEVELOPOMENT OF LEGAL INTERNSHIP PROGRAM$32,000
WORCESTER ART MUSEUM
55 SALISBURY STWORCESTERMA01609PCARTS, CULTURE, AND HUMANITIES$40,000
BROOKLYN BOOK BODEGA
141 FLUSHING AVENUE SUITE 407BROOKLYNNY11205PCPROVIDE CHILDREN AND THEIR FAMILIES WITH ACCESS TO BOOKS, AN OPPORTUNITY TO BUILD THEIR OWN LIBRARY AT HOME, AND LITERACY-BASED COMMUNITY PROGRAMMING.$4,000
GLOBAL MEDICAL KNOWLEDGE ALLIANCE INC
29 WYNNEWOOD ROADWELLESLEYMA02481PCPROVIDE CANCER AND TRAUMA EDUCATIONAL RESOURCES, MEDICAL AND SURGICAL SUPPLIES.$5,000
MARLBORO SCHOOL OF MUSIC INC
1528 WALNUT STREET 301PHILADELPHIAPA19102PCTO SUPPORT THE MUSICAL PROGRAM$4,000
MOUNT TAMALPAIS COLLEGE
PO BOX 492SAN QUENTINCA94964PCTO PROVIDE IN SUPPORT OF THE EDUCATION PROGRAM$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$230,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$91,211ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,517ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$4,157ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$93,571ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$93,571TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryCBIZ MP- ACCOUNTING FEESCategoryTxt
Amt$15,880Amt
Net Investment Income$7,790NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,790DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierFOOTNOTEIdentifierTxt
Form And Line ReferenceFORM 990PF, PART VII-B, LINE 1A(6)FormAndLineReferenceDesc
Medium ExplanationTHE PRESIDENT/TREASURER OF THE CARL LESNOR FAMILY FOUNDATION, MRS. DANA MARTI, IS ALSO A MANAGING DIRECTOR OF CBIZ MARKS PANETH, THE ACCOUNTING FIRM WHICH PREPARES THE FOUNDATION'S RETURN.MediumExplanationTxt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$210,272StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$201,365StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (62 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
550 SHS - JPMORGAN CHASE & COMPANYAT COST$32,554$73,755
600 SHS - WALT DISNEY COAT COST$63,115$52,128
500 SHS- WASTE MANAGEMENT INCAT COST$45,615$54,908
500 SHS - RAYTHEON TECH CORPAT COST$32,633$50,460
500 SHS - PROCTER & GAMBLE COMPANYAT COST$17,190$30,312
500 SHS - POWERSHARES QQQ ETFAT COST$51,480$133,140
500 SHS - PEPSICO INCAT COST$48,100$90,330
2000 SHS - NEXTERA ENERGY INCAT COST$55,120$167,200
500 SHS - MICROSOFT CORPAT COST$26,297$119,910
500 SHS - JOHNSON & JOHNSONAT COST$51,230$88,325
500 SHS - CVS HEALTH CORPAT COST$27,077$46,595
500 SHS - COCA-COLA COMPANYAT COST$20,346$31,805
500 SHS - BLACKSTONE GROUP INC CL AAT COST$28,788$37,095
500 SHS - CVS HEALTH CORPAT COST$28,002$46,595
500 SHS - COCA-COLA COMPANYAT COST$27,060$31,805
500 SHS - COCA-COLA COMPANYAT COST$23,493$31,805
450 SHS - SECTOR HEALTHCARE SELECT SECTOR SPDR ETFAT COST$59,036$61,133
400 SHS - SELECT UTILITIES SELECT SECTOR SPDR ETFAT COST$31,120$28,200
40 SHS - AMAZON.COM INCAT COST$76,226$67,200
3300 SHS- NEW YORK COMMUNITY BANK CORPAT COST$40,509$28,380
300 SHS - RAYTHEON TECH CORPAT COST$19,613$30,276
300 SHS - HOME DEPOT INCAT COST$66,181$94,758
300 SHS - BLACKSTONEAT COST$16,469$22,257
30 SHS - AMAZON.COM INCAT COST$52,467$50,400
2500 SHS- VANECK GOLDMINERSAT COST$82,170$71,650
500 SHS - MC CORMICK & COMPANY INCAT COST$18,355$41,445
250 SHS - INVESCO QQQ EFTAT COST$48,268$66,570
2200 SHS- STARWOOD PROPERTY TRUSTAT COST$46,978$40,326
2000 SHS - APPLE INCAT COST$59,325$259,860
200 SHS - UPSAT COST$22,107$34,768
200 SHS - PROCTER & GAMBLE COMPANYAT COST$17,720$30,312
200 SHS - PROCTER & GAMBLE COMPANYAT COST$27,380$30,312
200 SHS - JP MORGANAT COST$19,821$26,820
200 SHS - CHEVRON CORPAT COST$18,719$35,898
200 SHS - CHEVRON CORPAT COST$18,743$35,898
1400 SHS- EXXON MOBILEAT COST$78,663$154,420
1600 SHS - NORTH EUROPEAN OIL ROYALTY TRUSTAT COST$9,445$20,304
1500 SHS- SPDR PORTFOLIOAT COST$62,492$59,370
15 SHS- ALPHABETAT COST$42,824$26,469
1200 SHS- BANK OF AMERICAAT COST$54,669$39,744
1000 SHS- SOCIAL CAPITAL HEDOSOPHIA HOLDINGAT COST$23,307$4,610
800 SHS- GLAXOSMITHKLEIN PLCAT COST$34,123$28,112
1000 SHS - UNILEVER PLC SPONSORED ADR NEWAT COST$52,133$50,350
1000 SHS - STARWOOD PROPERTY TRUST INCAT COST$24,159$18,330
1000 SHS - PFIZERAT COST$36,144$51,240
1000 SHS - PFIZERAT COST$32,907$51,240
1000 SHS - PFIZERAT COST$31,760$51,240
1000 SHS - INTEL CORPAT COST$48,666$26,430
1000 SHS - BRITISH AMERN TOBACCO PLC SPONS ADR 25PAT COST$40,143$39,980
1000 SHS - BLACKSTONE SECURED LENDING FUNDAT COST$29,979$22,350
1000 SHS - ALPS ALERIAN MLP ETF NEWAT COST$41,511$38,070
100 SHS - JOHNSON & JOHNSONAT COST$11,544$17,665
100 SHS - HOME DEPOTAT COST$25,410$31,586
100 SHS - COSTCO WHOLESALE CORPAT COST$30,553$45,650
100 SHS - COSTCO WHOLESALE CORPAT COST$29,564$45,650
1,300 SHS - STARWOOD PROPERTY TRUST INCAT COST$29,470$23,829
750 SHS - NESTLE S A SPNSD ADR REPSTING REG SHSAT COST$57,855$86,505
1,000 SHS - VERIZON COMMUNICATIONSAT COST$49,184$39,400
800 SHS - VERIZON COMMUNICATIONSAT COST$38,389$31,520
1,000 SHS - MICROSOFT CORPAT COST$41,600$239,820
1,000 SHS - BRISTOL MYERS SQUIBBAT COST$51,144$71,950
1,000 SHS - SPDR BLOOMBERG BARCLAYS CONV SECSAT COST$49,294$64,340

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescJANNEY 6186 - ROYALTY EXPENSESDesc
Revenue And Expenses Per Books$134RevenueAndExpensesPerBooksAmt
Net Investment Income$134NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
JANNEY 6186 - ROYALTY INCOME$3,589$3,589$3,589
OTHER INCOME$2,928$2,928$2,928

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryFEESCategoryTxt
Amt$20Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$470$470$0
NYS FILING FEE$500$0$500

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