BETA

CARL LESNOR FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CARL LESNOR FAMILY FOUNDATION (EIN 46-1611644)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202113199349105046
Schema version
2020v4.1
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)
Return2021-11-15T13:36:25-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN113518842PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARKS PANETH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line188 FROEHLICH FARM BLVDAddressLine1Txt
CityWOODBURYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11797ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

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 Line1MPLLP 88 FROEHLICH FARM BLVD NOAddressLine1Txt
CityWOODBURYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11797ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANA H MARTIPersonNm
Person TitlePRESIDENT/TREASURERPersonTitleTxt
Phone5169925838PhoneNum
Signature2021-11-15SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARTI DANA HPreparerPersonNm
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)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,169,396FMVAssetsEOYAmt
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$87,956DividendsRevAndExpnssAmt
Dividends Net Invst Incm$87,956DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$10,385NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,011,638GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,292CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,953OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,953OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$100,294TotalRevAndExpnssAmt
Total Net Invst Incm$99,201TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$763TaxesRevAndExpnssAmt
Taxes Net Invst Incm$513TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$250TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$220OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$220OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$983TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$733TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$250TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$200,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$200,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$200,983TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$733TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$200,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$100,689ExcessRevenueOverExpensesAmt
Net Investment Income$98,468NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$46,345SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$119,363SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$119,363SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$424,701USGovernmentObligationsBOYAmt
US Government Obligations EOY$315,759USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$322,730USGovtObligationsEOYFMVAmt
Corporate Bonds BOY$158,278CorporateBondsBOYAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Corporate Bonds EOYFMV$0CorporateBondsEOYFMVAmt
Other Investments BOY$2,325,075OtherInvestmentsBOYAmt
Other Investments EOY$2,418,588OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,727,303OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,954,399TotalAssetsBOYAmt
Total Assets EOY$2,853,710TotalAssetsEOYAmt
Total Assets EOYFMV$4,169,396TotalAssetsEOYFMVAmt
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$2,954,399RetainedEarningBOYAmt
Retained Earning EOY$2,853,710RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,954,399TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,853,710TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,954,399TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,853,710TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,954,399TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$100,689ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,853,710SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,853,710TotNetAstOrFundBalancesEOYAmt

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$1,011,108$1,002,346$8,762$8,762
CAPITAL GAINS DIVIDENDSP$530$530$530
FieldValueIRS element (for citing)
Capital Gain Net Income$9,292CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,369InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,369SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,369TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,329EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$5,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$6,329TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$4,960OverpaymentAmt
Applied To ES Tax$4,960AppliedToESTaxAmt
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 Line1MPLLP 88 FROEHLICH FARM BLVD NO 200AddressLine1Txt
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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$3,610,403AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$194,440AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,804,843TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,804,843AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$57,073CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,747,770NetVlNoncharitableAssetsAmt
Minimum Investment Return$187,389MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$187,389MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,369TaxBasedOnInvestmentIncomeAmt
Total Tax$1,369TotalTaxAmt
Distributable Before Adj$186,020DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$186,020DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$186,020DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$200,250ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$200,250QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$200,250AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$186,020DistributableAsAdjustedAmt
Undistributed Income PY$105,224UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$200,250QualifyingDistributionsAmt
Applied To Year1$105,224AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$95,026AppliedToCurrentYearAmt
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$90,994UndistributedIncomeCYAmt
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 (7 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$12,000
PEACE ACTION FUND OF NEW YORK STATE INC
CHURCH ST STATION PO BOX 3357NEW YORKNY100083357PCCIVIL RIGHTS, EDUCATION, INTERNATIONAL$40,000
TIDES CENTER PALESTINE LEGAL
637 S DEARBORN ST 3RD FLOORCHICAGOIL60605PCTO SUPPORT THE DEVELOPOMENT OF LEGAL INTERNSHIP PROGRAM$30,000
WORCESTER ART MUSEUM
55 SALISBURY STWORCESTERMA01609PCARTS, CULTURE, AND HUMANITIES$35,000
RESTORATIVE COMMUNITY JUSTICE OF SOUTHERN VERMONT
2042 VT RT 39TOWNSHENDVT05353PCTO AID IN THE TRAINING OF COMMUNITY VOLUNTEERS AND ACCESS TRAINED PRACTIONERS$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$200,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$87,956ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,953ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$10,385ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$100,294ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$100,294TotalIncomeProducingActyAmt

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

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 PARTNER OF MARKS PANETH LLP, 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$315,759StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$322,730StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (64 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
1,000 SHS - SPDR BLOOMBERG BARCLAYS CONV SECSAT COST$49,294$82,790
1,000 SHS - BRISTOL MYERS SQUIBBAT COST$51,144$62,030
1,000 SHS - CHEVRON CORPAT COST$118,081$84,450
1,000 SHS - MICROSOFT CORPAT COST$41,600$222,420
1,000 SHS - VERIZON COMMUNICATIONSAT COST$48,455$58,750
1,000 SHS - VERIZON COMMUNICATIONSAT COST$49,184$58,750
1,250 SHS - NESTLE S A SPNSD ADR REPSTING REG SHSAT COST$96,425$147,250
1,300 SHS - STARWOOD PROPERTY TRUST INCAT COST$29,876$25,090
1,400 SHS - AT&TAT COST$42,765$40,261
100 SHS - COSTCO WHOLESALE CORPAT COST$29,564$37,678
100 SHS - JOHNSON & JOHNSONAT COST$11,544$15,738
125 SHS - VISA CLASS AAT COST$18,189$27,342
200 SHS - PINTEREST INC CL AAT COST$6,188$13,180
200 SHS - PROCTER & GAMBLE COMPANYAT COST$17,720$27,828
200 SHS - VISA CLASS AAT COST$27,094$43,746
250 SHS - INVESCO QQQ EFTAT COST$48,268$78,435
250 SHS - MC CORMICK & COMPANY INCAT COST$18,355$47,800
3,000 SHS - NORTH EUROPEAN OIL ROYALTY TRUSTAT COST$19,541$4,074
30 SHS - AMAZON.COM INCAT COST$52,467$97,710
300 SHS - HOME DEPOT INCAT COST$66,181$79,686
40 SHS - AMAZON.COM INCAT COST$76,226$130,277
400 SHS - UNION PACIFIC CORPAT COST$28,360$83,288
75 SHS - VISA INC CLASS AAT COST$10,152$16,405
500 SHS - COCA-COLA COMPANYAT COST$27,060$27,420
500 SHS - CVS HEALTH CORPAT COST$28,002$34,150
2000 SHS - APPLE INCAT COST$59,325$265,380
500 SHS - COCA-COLA COMPANYAT COST$20,346$27,420
500 SHS - CVS HEALTH CORPAT COST$28,409$34,150
500 SHS - CVS HEALTH CORPAT COST$27,077$34,150
500 SHS - JOHNSON & JOHNSONAT COST$51,230$78,690
500 SHS - MICROSOFT CORPAT COST$26,297$111,210
500 SHS - NEXTERA ENERGY INCAT COST$55,120$154,300
500 SHS - PEPSICO INCAT COST$48,100$74,150
500 SHS - POWERSHARES QQQ ETFAT COST$51,480$156,870
500 SHS - PROCTER & GAMBLE COMPANYAT COST$17,190$27,828
500 SHS - UPSAT COST$59,559$84,200
600 SHS - AT&TAT COST$19,190$17,256
600 SHS - WALT DISNEY COAT COST$63,115$108,708
800 SHS - JPMORGAN CHASE & COMPANYAT COST$46,734$101,656
800 SHS - VERIZON COMMUNICATIONSAT COST$42,098$47,000
1600 SHS - NORTH EUROPEAN OIL ROYALTY TRUSTAT COST$9,419$4,656
500 SHS - ABBVIEAT COST$41,710$53,575
500 SHS - MERCKAT COST$43,910$40,900
500 SHS - MERCKAT COST$41,526$40,900
500 SHS - BLACKSTONE GROUP INC CL AAT COST$29,320$32,405
200 SHS - CHEVRON CORPAT COST$18,719$16,890
200 SHS - CHEVRON CORPAT COST$18,743$16,890
500 SHS - COCA-COLA COMPANYAT COST$23,493$27,420
100 SHS - COSTCO WHOLESALE CORPAT COST$30,553$37,678
200 SHS - WALT DISNEYAT COST$23,512$36,236
100 SHS - HOME DEPOTAT COST$25,410$26,562
200 SHS - JP MORGANAT COST$19,821$25,414
1000 SHS - PFIZERAT COST$33,502$36,810
500 SHS - RAYTHEON TECH CORPAT COST$32,633$35,755
300 SHS - RAYTHEON TECH CORPAT COST$19,613$21,453
200 SHS - UPSAT COST$22,107$33,680
300 SHS - BLACKSTONEAT COST$16,788$19,443
500 SHS - MERCKAT COST$40,080$40,900
1000 SHS - PFIZERAT COST$34,712$36,810
1000 SHS - PFIZERAT COST$38,127$36,810
3000 SHS - INVESCO NASDAQAT COST$85,889$92,610
300 SHS - PAYPALAT COST$72,649$70,260
300 SHS - SALESFORCEAT COST$69,347$66,759
372 SHS - VIATRISAT COST$0$6,971

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescJANNEY 6186 - ROYALTY EXPENSESDesc
Revenue And Expenses Per Books$220RevenueAndExpensesPerBooksAmt
Net Investment Income$220NetInvestmentIncomeAmt
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$1,137$1,137$1,137
OTHER INCOME$816$816$816

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$513$513$0
NYS FILING FEE$250$0$250

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