CARL LESNOR FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CARL LESNOR FAMILY FOUNDATION (EIN 46-1611644)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201943199349101654
- Schema version
- 2018v3.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T09:22:24-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113518842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKS PANETH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 88 FROEHLICH FARM BLVD | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461611644 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARL LESNOR FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARL | BusinessNameControlTxt |
| Phone | 5169925838 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MPLLP 88 FROEHLICH FARM BLVD NO 200 | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANA H MARTI | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 5169925838 | PhoneNum |
| Signature | 2019-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARTI DANA H | PreparerPersonNm |
| PTIN | P00107674 | PTIN |
| Phone | 5169925900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.51.91.188 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-29 | IPDt |
| IP Tm | 12:36:29 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 39D0ABE46684D9A91D1277AC475536B3369343BB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,276,116 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $96,769 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $96,769 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,145 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $587,783 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $55,624 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,553 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,553 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $128,467 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $154,946 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,515 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,758 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,757 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,012 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $762 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $250 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $483 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $289 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,010 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,809 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,007 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $160,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $160,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $177,010 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,809 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $167,007 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$48,543 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $147,137 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $107,759 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $77,192 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $77,192 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $541,021 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $536,248 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $522,852 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $212,278 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $212,278 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $196,706 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,241,936 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,228,733 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,479,366 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,102,994 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,054,451 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,276,116 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,102,994 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,054,451 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,102,994 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,054,451 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,102,994 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,054,451 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,102,994 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$48,543 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,054,451 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,054,451 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| 1750 SHARES AT&T | D | 2012-01-31 | $54,616 | $51,965 | $2,651 | $2,651 | |
| 1000 SHARES AT&T | P | 2017-08-04 | $30,350 | $38,884 | -$8,534 | -$8,534 | 2018-11-07 |
| 1000 SHARES BRISTOL MYERS SQUIBB CO | D | 2015-06-12 | $59,833 | $47,099 | $12,734 | $12,734 | |
| 500 GENERAL MILLS INC | P | 2015-12-30 | $21,594 | $29,750 | -$8,156 | -$8,156 | 2018-06-11 |
| 500 MICROSOFT CORP | P | 2017-02-15 | $55,275 | $32,595 | $22,680 | $22,680 | 2018-11-17 |
| 400 PHILIP MORRIS INTL INC | P | 2015-11-08 | $34,964 | $33,768 | $1,196 | $1,196 | 2018-11-07 |
| 300 PROCTOR AND GAMBLE CO | D | 2012-03-01 | $24,888 | $20,197 | $4,691 | $4,691 | 2018-09-18 |
| 500 US BANCORP DE NEW | P | 2016-12-01 | $27,274 | $25,565 | $1,709 | $1,709 | 2018-02-20 |
| 50000 NEW YORK ST DORM AUTH 5/1/18 - 4% | P | 2012-05-03 | $50,000 | $50,000 | $0 | $0 | 2018-05-01 |
| 75000 NEW YORK ST URBAN DEV CORP REV 4.25% | P | 2012-07-11 | $75,000 | $75,000 | $0 | $0 | |
| 400 UNITED PARCEL SERVICE CL B | P | 2017-02-16 | $45,930 | $43,108 | $2,822 | $2,822 | 2018-06-19 |
| 500 VANGUARD | P | 2017-12-19 | $26,125 | $27,597 | -$1,472 | -$1,472 | 2018-08-01 |
| 500 DOWDUPONT INC | P | 2018-02-20 | $33,830 | $36,530 | -$2,700 | -$2,700 | 2018-09-18 |
| 300 CITIGROUP INC NEW | P | 2018-06-19 | $19,768 | $20,101 | -$333 | -$333 | 2018-11-07 |
| CAPITAL GAINS DIVIDENDS | P | $28,336 | $28,336 | $28,336 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $55,624 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $162,058 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,370,137 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048086 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $119,827 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,128,238 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.038305 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $60,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,100,992 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.019349 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.105740 | TotalDistributionRt |
| Average Distribution | 0.021148 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,504,438 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $74,112 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,471 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $75,583 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $167,007 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,471 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,471 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,471 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,768 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,768 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,297 | OverpaymentAmt |
| Applied To ES Tax | $2,297 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANA MARTI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5169925838 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MPLLP 88 FROEHLICH FARM BLVD NO 200 | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DANA H MARTI | ||||||||
| 88 FROEHLICH FARM BLVD SUITE 200 | WOODBURY | NY | 11797 | DIR./ PRES./ TREAS. | 25.00 | $0 | $0 | $0 |
| JAMES HULLETT | ||||||||
| 88 FROEHLICH FARM BLVD SUITE 200 | WOODBURY | NY | 11797 | DIR./ SECR. | 10.00 | $0 | $0 | $0 |
| KENNETH ESTEY | ||||||||
| 88 FROEHLICH FARM BLVD SUITE 200 | WOODBURY | NY | 11797 | DIR./ VICE PRES. | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,416,410 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $141,395 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,557,805 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,557,805 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,367 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,504,438 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $175,222 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $175,222 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,471 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,471 | TotalTaxAmt |
| Distributable Before Adj | $173,751 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $173,751 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $173,751 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $167,007 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $167,007 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,471 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $165,536 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $173,751 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $131,518 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $167,007 | QualifyingDistributionsAmt |
| Applied To Year1 | $131,518 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $35,489 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $138,262 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARCHIPELAGO BOOKS | |||||||
| 232 THIRD ST A111 | BROOKLYN | NY | 11215 | NONE | PC | PROMTION OF CROSS-CULTURAL EXCHANGE THROUGH INTERNATIONAL LITERATURE | $47,000 |
| BOSTON ARTS ENSEMBLE | |||||||
| 85 HILLSIDE AVE | NEWTON | MA | 02465 | NONE | PC | ARTS, CULTURE, AND HUMANITIES | $13,000 |
| PEACE ACTION FUND OF NEW YORK STATE INC | |||||||
| CHURCH ST STATION PO BOX 3357 | NEW YORK | NY | 100083357 | NONE | PC | CIVIL RIGHTS, EDUCATION, INTERNATIONAL | $35,000 |
| TIDES CENTER PALESTINE LEGAL | |||||||
| 637 S DEARBORN ST 3RD FLOOR | CHICAGO | IL | 60605 | NONE | PC | TO SUPPORT THE DEVELOPOMENT OF LEGAL INTERNSHIP PROGRAM | $25,000 |
| WORCESTER ART MUSEUM | |||||||
| 55 SALISBURY ST | WORCESTER | MA | 01609 | NONE | PC | ARTS, CULTURE, AND HUMANITIES | $30,000 |
| GRID BOOKS | |||||||
| 118 WILSON STREET | BEACON | NY | 12508 | NONE | PC | TO SUPPORT OPERATIONS WITH THE GOAL OF EXPANDING BOOK PUBLISHING | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $160,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $96,769 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $2,553 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,145 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $128,467 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $128,467 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $13,515 | Amt |
| Net Investment Income | $6,758 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,757 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FOOTNOTE | IdentifierTxt |
| Form And Line Reference | FORM 990PF, PART VII-B, LINE 1A(6) | FormAndLineReferenceDesc |
| Medium Explanation | THE 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 (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 50,000 SHS - BANK OF AMERICA CORP REPSTG 1/25TH PFD SER DD PERPETUAL | $54,000 | $50,783 |
| 50,000 SHS - WELLS FARGO & CO REPSTG 1/25TH PFD CL A SER U FXD/VAR CPN 5.875 | $54,125 | $49,423 |
| 100,000 SHS - CITIGROUP INC DEP SHS REPSTG 1/25TH PFD | $104,153 | $96,500 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $52,553 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $51,794 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $483,695 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $471,058 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (62 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 15.239 SHS - INVESTMENT COMPANY OF AMERICA CL A | AT COST | $585 | $517 |
| 750 SHS - EXXON MOBIL CORP | AT COST | $62,811 | $51,143 |
| 600 SHS - WALT DISNEY CO | AT COST | $63,115 | $65,790 |
| 6,046.352 SHS - INCOME FUND OF AMERICA CL A | AT COST | $131,608 | $124,736 |
| 549.950 SHS - INVESTMENT COMPANY OF AMERICA CL A | AT COST | $18,588 | $18,649 |
| 500 SHS ALTRIA GROUP INC | AT COST | $33,350 | $24,695 |
| 500 SHS - UPS | AT COST | $59,559 | $48,765 |
| 500 SHS - ROYAL DUTCH SHELL PLC SPONSORED ADR REPSTG A SHARES | AT COST | $33,500 | $29,135 |
| 500 SHS - ROYAL DUTCH SHELL PLC SPONSORED ADR REPSTG A SHARES | AT COST | $29,825 | $29,970 |
| 400.141 SHS - INVESTMENT COMPANY OF AMERICA CL A | AT COST | $16,146 | $13,569 |
| 400 SHS - VISA INC CLASS A | AT COST | $54,144 | $52,776 |
| 47.389 SHS - INCOME FUND OF AMERICA CL A | AT COST | $1,090 | $978 |
| 400 SHS - UNION PACIFIC CORP | AT COST | $28,360 | $55,292 |
| 200 SHS - VISA CLASS A | AT COST | $27,094 | $26,388 |
| 200 SHS - PROCTER & GAMBLE COMPANY | AT COST | $17,720 | $18,384 |
| 800 SHS - BANK OF AMERICA | AT COST | $26,078 | $19,712 |
| 800 SHS - BANK OF AMERICA | AT COST | $25,216 | $19,712 |
| 800 SHS - INTEL CORP | AT COST | $28,321 | $37,544 |
| 800 SHS - JPMORGAN CHASE & COMPANY | AT COST | $46,734 | $78,096 |
| 500 SHS - MICROSOFT CORP | AT COST | $26,297 | $50,785 |
| 500 SHS - JOHNSON & JOHNSON | AT COST | $51,230 | $64,525 |
| 500 SHS - INTEL CORP | AT COST | $23,588 | $23,465 |
| 500 SHS - CONSOLIDATED EDISON INC | AT COST | $31,427 | $38,230 |
| 500 SHS - NEXTERA ENERGY INC | AT COST | $55,120 | $86,910 |
| 500 SHS - COCA-COLA COMPANY | AT COST | $20,346 | $23,675 |
| 500 SHS - ALTRIA GROUP INC | AT COST | $24,503 | $24,695 |
| 195.214 SHS - INCOME FUND OF AMERICA CL A | AT COST | $4,102 | $4,027 |
| 800 SHS - VERIZON COMMUNICATIONS | AT COST | $42,098 | $44,976 |
| 46.244 SHS - INCOME FUND OF AMERICA CL A | AT COST | $1,030 | $954 |
| 45.624 SHS - INCOME FUND OF AMERICA CL A | AT COST | $1,037 | $941 |
| 45.455 SHS - INCOME FUND OF AMERICA CL A | AT COST | $1,045 | $938 |
| 500 SHS - APPLE INC | AT COST | $59,325 | $78,870 |
| 500 SHS - PEPSICO INC | AT COST | $48,100 | $55,240 |
| 500 SHS - POWERSHARES QQQ ETF | AT COST | $51,480 | $77,130 |
| 500 SHS - PROCTER & GAMBLE COMPANY | AT COST | $17,190 | $18,384 |
| 800 SHS - ROYAL DUTCH SHELL PLC SPONSORED ADR REPSTG B SHARES | AT COST | $51,258 | $47,952 |
| 47.011 SHS - INCOME FUND OF AMERICA CL A | AT COST | $1,083 | $970 |
| 182.725 SHS - INCOME FUND OF AMERICA CL A | AT COST | $4,248 | $3,770 |
| 125 SHS - VISA CLASS A | AT COST | $18,189 | $16,493 |
| 3,000 SHS - NORTH EUROPEAN OIL ROYALTY TRUST | AT COST | $41,872 | $17,400 |
| 283.532 SHS - INCOME FUND OF AMERICA CL A | AT COST | $5,872 | $5,849 |
| 26.204 SHS - INVESTMENT COMPANY OF AMERICA CL A | AT COST | $1,071 | $889 |
| 94.841 SHS - INVESTMENT COMPANY OF AMERICA CL A | AT COST | $3,876 | $3,216 |
| 250 SHS - MC CORMICK & COMPANY INC | AT COST | $18,355 | $34,810 |
| 350 SHS - PHILLIPS 66 | AT COST | $36,048 | $30,152 |
| 400 SHS - 3M COMPANY | AT COST | $66,376 | $76,216 |
| 400 SHS - BOEING CO | AT COST | $58,936 | $129,000 |
| 2,543.524 SHS - INVESTMENT COMPANY OF AMERICA CL A | AT COST | $100,587 | $86,251 |
| 204.984 SHS - INVESTMENT COMPANY OF AMERICA CL A | AT COST | $7,416 | $6,951 |
| 24.985 SHS - INVESTMENT COMPANY OF AMERICA CL A | AT COST | $1,033 | $847 |
| 3,696.270 SHS - INVESTMENT COMPANY OF AMERICA CL A | AT COST | $136,899 | $125,341 |
| 1,000 SHS - MICROSOFT CORP | AT COST | $41,600 | $101,570 |
| 24.189 SHS- INVESTMENT COMPANY OF AMERICA CL A | AT COST | $969 | $820 |
| 1,200 SHS - INTEL CORP | AT COST | $44,179 | $56,316 |
| 1,200 SHS - BANK OF AMERICA CORP | AT COST | $28,647 | $29,568 |
| 100 SHS - JOHNSON & JOHNSON | AT COST | $11,544 | $12,905 |
| 1,000 SHS - VERIZON COMMUNICATIONS | AT COST | $49,184 | $56,220 |
| 1,400 SHS - AT&T | AT COST | $42,765 | $39,956 |
| 1,250 SHS - NESTLE S A SPNSD ADR REPSTING REG SHS | AT COST | $96,425 | $101,200 |
| 1,250 SHS - EXXON MOBIL CORP | AT COST | $115,313 | $85,238 |
| 1,000 SHS - VERIZON COMMUNICATIONS | AT COST | $48,455 | $56,220 |
| 1,000 SHS - PFIZER INC | AT COST | $34,771 | $43,650 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER EXPENSES | $194 | $0 | $0 |
| JANNEY 6186 - ROYALTY EXPENSES | $289 | $289 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JANNEY 6186 - ROYALTY INCOME | Desc |
| Revenue And Expenses Per Books | $2,553 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,553 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,553 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $762 | $762 | $0 |
| FEDERAL TAXES | $2,000 | $0 | $0 |
| NYS FILING FEE | $250 | $0 | $250 |
Comments