BETA

CARL LESNOR FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CARL LESNOR FAMILY FOUNDATION (EIN 46-1611644)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-16
IRS object ID
202033219349104533
Schema version
2019v5.1
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)
Return2020-11-16T14:17:21-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-11-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARTI DANA HPreparerPersonNm
PTINP00107674PTIN
Phone5169925900PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address96.232.182.136IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-04IPDt
IP Tm12:37:15IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdFCA0F4B08B6BD214D355739ADB4F37953DACD0BAAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,792,451FMVAssetsEOYAmt
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$103,838DividendsRevAndExpnssAmt
Dividends Net Invst Incm$103,838DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$24,967NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,220,160GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,361CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,821OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,821OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$131,626TotalRevAndExpnssAmt
Total Net Invst Incm$112,020TotalNetInvstIncmAmt
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$28,460AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$14,230AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$14,230AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,980TaxesRevAndExpnssAmt
Taxes Net Invst Incm$730TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$250TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$238OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$238OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$31,678TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,198TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$14,480TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$200,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$200,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$231,678TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,198TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$214,480TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$100,052ExcessRevenueOverExpensesAmt
Net Investment Income$96,822NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$77,192SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$46,345SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$46,345SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$536,248USGovernmentObligationsBOYAmt
US Government Obligations EOY$424,701USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$424,380USGovtObligationsEOYFMVAmt
Corporate Bonds BOY$212,278CorporateBondsBOYAmt
Corporate Bonds EOY$158,278CorporateBondsEOYAmt
Corporate Bonds EOYFMV$156,125CorporateBondsEOYFMVAmt
Other Investments BOY$2,228,733OtherInvestmentsBOYAmt
Other Investments EOY$2,325,075OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,165,601OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,054,451TotalAssetsBOYAmt
Total Assets EOY$2,954,399TotalAssetsEOYAmt
Total Assets EOYFMV$3,792,451TotalAssetsEOYFMVAmt
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$3,054,451RetainedEarningBOYAmt
Retained Earning EOY$2,954,399RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,054,451TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,954,399TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,054,451TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,954,399TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,054,451TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$100,052ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,954,399SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,954,399TotNetAstOrFundBalancesEOYAmt

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$1,214,983$1,214,799$184$184
CAPITAL GAINS DIVIDENDSP$5,177$5,177$5,177
FieldValueIRS element (for citing)
Capital Gain Net Income$5,361CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$165,536AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,504,438NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.047236DistributionYr1Rt
Adjusted Qlfy Distri Yr2$162,058AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,370,137NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048086DistributionYr2Rt
Adjusted Qlfy Distri Yr3$119,827AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,128,238NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.038305DistributionYr3Rt
Adjusted Qlfy Distri Yr4$60,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,100,992NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.019349DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$0NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.152976TotalDistributionRt
Average Distribution0.030595AverageDistributionRt
Net Vl Noncharitable Assets$3,648,207NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$111,617AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$968NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$112,585AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$214,480QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$968InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$968SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$968TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,297EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,297TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,329OverpaymentAmt
Applied To ES Tax$1,329AppliedToESTaxAmt
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$3,553,420AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$150,343AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,703,763TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,703,763AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$55,556CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,648,207NetVlNoncharitableAssetsAmt
Minimum Investment Return$182,410MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$182,410MinimumInvestmentReturnAmt
Tax Based On Investment Income$968TaxBasedOnInvestmentIncomeAmt
Total Tax$968TotalTaxAmt
Distributable Before Adj$181,442DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$181,442DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$181,442DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$214,480ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$214,480QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$968PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$213,512AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$181,442DistributableAsAdjustedAmt
Undistributed Income PY$138,262UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$214,480QualifyingDistributionsAmt
Applied To Year1$138,262AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$76,218AppliedToCurrentYearAmt
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$105,224UndistributedIncomeCYAmt
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 A111BROOKLYNNY11215PCPROMTION OF CROSS-CULTURAL EXCHANGE THROUGH INTERNATIONAL LITERATURE$50,000
BOSTON ARTS 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
RESTORATIVE COMMUNITY JUSTICE OF SOUTHERN VERMONT
2042 VT RT 39TOWNSHENDVT05353PCTO AID IN THE TRAINING OF COMMUNITY VOLUNTEERS AND ACCESS TRAINED PRACTIONERS$20,000
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
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$103,838ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,821ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$24,967ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$131,626ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$131,626TotalIncomeProducingActyAmt

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)
CategoryMARKS PANETH LLP - ACCOUNTING FEESCategoryTxt
Amt$28,460Amt
Net Investment Income$14,230NetInvestmentIncomeAmt
Disbursements Charitable Prps$14,230DisbursementsCharitablePrpsAmt

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 Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
100,000 SHS - CITIGROUP INC DEP SHS REPSTG 1/25TH PFD$104,153$100,500
50,000 SHS - WELLS FARGO & CO REPSTG 1/25TH PFD CL A SER U FXD/VAR CPN 5.875$54,125$55,625

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$424,701StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$424,380StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (66 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
1,000 SHS - SPDR BLOOMBERG BARCLAYS CONV SECSAT COST$49,294$55,500
1,000 SHS - WEYERHAEUSER COAT COST$26,031$30,200
1,000 SHS - BRISTOL MYERS SQUIBBAT COST$51,144$64,190
1,000 SHS - CHEVRON CORPAT COST$118,081$120,510
1,000 SHS - MICROSOFT CORPAT COST$41,600$157,700
1,000 SHS - PFIZER INCAT COST$34,771$39,180
1,000 SHS - VERIZON COMMUNICATIONSAT COST$48,455$61,400
1,000 SHS - VERIZON COMMUNICATIONSAT COST$49,184$61,400
1,100 SHS - PFIZER INCAT COST$41,265$43,098
1,250 SHS - NESTLE S A SPNSD ADR REPSTING REG SHSAT COST$96,425$135,325
1,300 SHS - STARWOOD PROPERTY TRUST INCAT COST$29,876$32,318
1,400 SHS - AT&TAT COST$42,765$54,712
100 SHS - COSTCO WHOLESALE CORPAT COST$29,564$29,392
100 SHS - JOHNSON & JOHNSONAT COST$11,544$14,587
125 SHS - VISA CLASS AAT COST$18,189$23,488
152 SHS - INCOME FUND OF AMERICA CL AAT COST$3,495$3,532
182.725 SHS - INCOME FUND OF AMERICA CL AAT COST$4,248$4,246
195.214 SHS - INCOME FUND OF AMERICA CL AAT COST$4,102$4,537
200 SHS - PINTEREST INC CL AAT COST$6,188$3,728
200 SHS- INTL BUSINESS MACHINES CORPAT COST$28,111$26,808
200 SHS - PROCTER & GAMBLE COMPANYAT COST$17,720$24,980
200 SHS - VISA CLASS AAT COST$27,094$37,580
250 SHS - INVESCO QQQ EFTAT COST$48,268$53,153
250 SHS - MC CORMICK & COMPANY INCAT COST$18,355$42,433
266 SHS - SPDR BLOOMBERG BARCLAYS CONV SECSAT COST$28,937$29,138
283.532 SHS - INCOME FUND OF AMERICA CL AAT COST$5,872$6,589
3,000 SHS - NORTH EUROPEAN OIL ROYALTY TRUSTAT COST$19,541$8,274
30 SHS - AMAZON.COM INCAT COST$52,467$55,435
300 SHS - DUKE ENERGY CORP NEWAT COST$25,710$27,363
300 SHS - DUKE ENERGY CORPAT COST$27,452$27,363
300 SHS - HOME DEPOT INCAT COST$66,181$65,514
300 SHS - PRUDENTIAL FINANCIAL INCAT COST$28,874$28,122
40 SHS - AMAZON.COM INCAT COST$76,226$73,914
400 SHS - INTEL CORPAT COST$14,726$23,940
400 SHS - PFIZER INCAT COST$17,142$15,672
400 SHS - UNION PACIFIC CORPAT COST$28,360$72,316
400 SHS - VISA INC CLASS AAT COST$54,144$75,160
45.455 SHS - INCOME FUND OF AMERICA CL AAT COST$1,045$1,056
45.624 SHS - INCOME FUND OF AMERICA CL AAT COST$1,037$1,060
450 SHS - VENTAS INCAT COST$29,051$25,983
46.244 SHS - INCOME FUND OF AMERICA CL AAT COST$1,030$1,063
47.011 SHS - INCOME FUND OF AMERICA CL AAT COST$1,083$1,093
47.389 SHS - INCOME FUND OF AMERICA CL AAT COST$1,090$1,101
500 SHS - COCA-COLA COMPANYAT COST$27,060$27,675
500 SHS - CVS HEALTH CORPAT COST$28,002$37,145
500 SHS - WALMART INCAT COST$57,727$59,420
500 SHS - APPLE INCAT COST$59,325$146,825
500 SHS - COCA-COLA COMPANYAT COST$20,346$27,675
500 SHS - CONSOLIDATED EDISON INCAT COST$31,427$45,235
500 SHS - CSX CORPAT COST$35,797$36,180
500 SHS - CVS HEALTH CORPAT COST$28,409$37,145
500 SHS - CVS HEALTH CORPAT COST$27,077$37,145
500 SHS - JOHNSON & JOHNSONAT COST$51,230$72,935
500 SHS - MEDTRONIC PLCAT COST$44,126$56,725
500 SHS - MICROSOFT CORPAT COST$26,297$78,850
500 SHS - NEXTERA ENERGY INCAT COST$55,120$121,080
500 SHS - PEPSICO INCAT COST$48,100$68,335
500 SHS - POWERSHARES QQQ ETFAT COST$51,480$106,305
500 SHS - PROCTER & GAMBLE COMPANYAT COST$17,190$24,980
500 SHS - UPSAT COST$59,559$58,530
6,046.352 SHS - INCOME FUND OF AMERICA CL AAT COST$131,608$140,517
600 SHS - AT&TAT COST$19,190$23,448
600 SHS - WALT DISNEY COAT COST$63,115$86,778
800 SHS - INTEL CORPAT COST$28,321$47,880
800 SHS - JPMORGAN CHASE & COMPANYAT COST$46,734$111,520
800 SHS - VERIZON COMMUNICATIONSAT COST$42,098$49,120

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescJANNEY 6186 - ROYALTY EXPENSESDesc
Revenue And Expenses Per Books$238RevenueAndExpensesPerBooksAmt
Net Investment Income$238NetInvestmentIncomeAmt
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$2,472$2,472$2,472
OTHER INCOME$349$349$349

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$730$730$0
FEDERAL TAXES$2,000$0$0
NYS FILING FEE$250$0$250

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