BETA

CARL LESNOR FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
CARL LESNOR FAMILY FOUNDATION (EIN 46-1611644)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-14
IRS object ID
201603199349102340
Schema version
2015v2.1
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)
Return2016-11-14T15:55:14-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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 NO 200AddressLine1Txt
CityWOODBURYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11797ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANA H MARTIPersonNm
Person TitlePRESIDENT / TREASURERPersonTitleTxt
Phone5169925838PhoneNum
Signature2016-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARTI DANA HPreparerPersonNm
PTINP00107674PTIN
Phone5169925900PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Initial ReturnYes (X)InitialReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,058,044FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,204,175ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$91,274DividendsRevAndExpnssAmt
Dividends Net Invst Incm$91,274DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$24,485NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,010,198GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$20,560CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$3,810OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$3,810OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$3,274,774TotalRevAndExpnssAmt
Total Net Invst Incm$115,644TotalNetInvstIncmAmt
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$937TaxesRevAndExpnssAmt
Taxes Net Invst Incm$937TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$937TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$937TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$60,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$60,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$60,937TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$937TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$60,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,213,837ExcessRevenueOverExpensesAmt
Net Investment Income$114,707NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst EOY$102,105SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$102,105SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$3,111,732OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,955,939OtherInvestmentsEOYFMVAmt
Total Assets BOY$0TotalAssetsBOYAmt
Total Assets EOY$3,213,837TotalAssetsEOYAmt
Total Assets EOYFMV$3,058,044TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$3,213,837RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$0TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,213,837TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$0TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,213,837TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$0TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,213,837ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,213,837SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,213,837TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
500 SHARES AUTOMATIC DATA PROCESSINGD2014-06-132015-05-26$42,413$35,157$7,256$7,256
750 SHARES BRYN MAWR BANK CORPD2014-09-292015-01-05$21,436$22,381-$945-$945
750 SHARES CABOT CORPD2014-10-312015-07-17$27,666$34,043-$6,377-$6,377
500 SHARES CATERPILLAR INCD2015-01-202015-12-18$32,319$41,960-$9,641-$9,641
500 SHARES FREEPORT MCMORAN INCD2015-01-202015-03-25$9,537$9,438$99$99
1,500 SHARES GENERAL ELECTRIC COMPANYD2014-06-262015-04-27$39,840$41,062-$1,222-$1,222
1,000 SHARES GLAXOSMITHKLINE PLCD2014-12-042015-03-25$47,364$46,304$1,060$1,060
1,000 SHARES GOLDMAN SACHS GROUP INC. DEP SHSD2014-10-012015-06-19$25,646$25,550$96$96
1,000 SHARES JPMORGAN CHASE & CO DEP SHS REPSTGD2014-10-012015-06-19$25,954$25,800$154$154
750 SHARES KRAFT FOOD GRP INCD2014-09-262014-03-25$60,072$42,508$17,564$17,564
1,000 SHARES SUNCOR ENERGY INC NEWD2014-06-162015-03-25$28,430$31,890-$3,460-$3,460
500 SHARES TORONTO DOMINION BANKD2015-01-202015-09-22$19,122$21,278-$2,156-$2,156
500 SHARES WHOLE FOODS MARKETD2014-09-262015-05-26$20,798$19,339$1,459$1,459
24.219 SHARES TEMPLETON INCOME TR - GLOBAL BD FD AP2015-02-192015-06-12$299$301-$2-$2
24.475 SHARES TEMPLETON INCOME TR - GLOBAL BD FD AP2015-03-182015-06-12$302$302$0$0
24.220 SHARES TEMPLETON INCOME TR - GLOBAL BD FD AP2015-04-172015-06-12$299$303-$4-$4
24.395 SHARES TEMPLETON INCOME TR - GLOBAL BD FD AP2015-05-192015-06-12$301$303-$2-$2
500 SHARES AMERICAN EXPRESS COMPANYP2015-05-262015-11-18$35,602$40,591-$4,989-$4,989
1,000 SHARES POTASH CORP OF SASKATCHEWAN INCP2015-05-262015-09-22$21,716$33,038-$11,322-$11,322
800 SHARES DU PONTEP2015-07-172015-12-14$58,458$48,091$10,367$10,367
500 SHARES CATERPILLAR INCP2015-11-182015-12-18$34,210$35,257-$1,047-$1,047
95,000 SHARES NEW YORK ST DORM AUTH ST 5% DUE 3/15/31D2014-10-032015-09-22$98,940$98,940$0$0
1,000 SHARES ALL STATE CORP DEP SHS 6.75%D2013-09-242015-06-19$26,370$25,000$1,370$1,370
500 SHARES BANK OF NOVA SCOTIAD2013-08-062015-09-22$21,589$25,750-$4,161-$4,161
166 SHARES CDK GLOBAL INCD2014-06-132015-07-17$8,673$5,066$3,607$3,607
500 SHARES OF CSX CORPD2012-02-102015-05-26$17,164$11,110$6,054$6,054
500 SHARES INTEL CORPD2013-01-242015-07-17$14,573$10,619$3,954$3,954
1,500 SHARES OF METLIFE INCD2013-04-082015-12-31$74,104$53,702$20,402$20,402
1,000 SHARES OF SOUTH JERSEY INDS INCD2014-06-132015-11-15$23,171$29,319-$6,148-$6,148
10,043 SHARES OF TEMPLETON INCOME TR - GLOBAL BD FD AD2011-12-132015-06-12$123,830$125,236-$1,406-$1,406
15,000 SHARES OF NEW YORK NY UNREF 03/01/20 5%D2011-12-132015-04-30$15,000$15,000$0$0
35,000 SHARES OF NEW NY PREREF 0302/30D2011-12-132015-03-02$35,000$35,000$0$0
FieldValueIRS element (for citing)
Capital Gain Net Income$20,560CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,294InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,294SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,294TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$4,000AppliedToEsTaxAmt
Total Payments And Credits$4,000TotalPaymentsAndCreditsAmt
Overpayment$1,706OverpaymentAmt
Applied To ES Tax$1,706AppliedToESTaxAmt
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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
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 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

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
JAY 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$3,017,366AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$130,849AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,148,215TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,148,215AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$47,223CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,100,992NetVlNoncharitableAssetsAmt
Minimum Investment Return$155,050MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$155,050MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,294TaxBasedOnInvestmentIncomeAmt
Total Tax$2,294TotalTaxAmt
Distributable Before Adj$152,756DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$152,756DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$152,756DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$60,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$60,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$60,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$152,756DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$60,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$60,000AppliedToCurrentYearAmt
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$92,756UndistributedIncomeCYAmt
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 (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WORCESTER ART MUSEUM
55 SALISBURY STWORCESTERMA01609NONEPCARTS, CULTURE, AND HUMANITIES$30,000
PEACE ACTION FUND OF NEW YORK STATE INC
CHURCH ST STATION PO BOX 3357NEW YORKNY100083357NONEPCCIVIL RIGHTS, EDUCATION, INTERNATIONAL$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$60,000TotalGrantOrContriPdDurYrAmt
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$91,274ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion15ExclusionCd
Exclusion$3,810ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$24,485ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$70,599ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$70,599TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonESTATE OF CARL LESNORContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/O MPLLP 88 FROEHLICH FARM BLVD STAddressLine1Txt
CityWOODBURYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11797ZIPCd
FieldValueIRS element (for citing)
Total Contributions$3,204,175TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertySECURITIES (SEE ATTACHED SCHEDULE A).NoncashPropertyDesc
Fair Market Value$3,204,175FairMarketValueAmt
Received2015-02-03ReceivedDt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetJANNEY A/C 6186 - CAPITAL GAINS DISTRIBUTIONSAssetDesc
How AcquiredPURCHASEDHowAcquiredTxt
Sales Expense$0SalesExpenseAmt
Total Net$10,803TotalNetAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (57 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
400 SHS - 3M COMPANYAT COST$66,376$60,256
500 SHS - ABBVIE INCAT COST$30,825$29,620
500 SHS - ALTRIA GROUP INCAT COST$24,503$29,105
500 SHS - APPLE INCAT COST$59,325$52,630
1,750 SHS - AT&T INCAT COST$60,095$60,218
400 SHS - BOEING COAT COST$58,936$57,836
1,000 SHS - BRISTOL MYERS SQUIBBAT COST$59,860$68,790
500 SHS - COCA-COLA COMPANYAT COST$20,346$21,480
500 SHS - CONSOLIDATED EDISON INCAT COST$31,427$32,135
1,000 SHS - CSX CORPAT COST$34,660$25,950
1,500 SHS - DEVON ENERGY CORP NEWAT COST$96,105$48,000
500 SHS - DU PONT E.I.DE NEMOURS & COMPANYAT COST$24,627$33,300
1,000 SHS - EMERSON ELECTRIC COMPANYAT COST$47,481$47,830
1,250 SHS - EXXON MOBIL CORPAT COST$115,313$97,438
500 SHS - GENERAL MILLS INCAT COST$29,750$28,830
500 SHS - HCP INCAT COST$19,720$19,120
1,000 SHS - INTEL CORPAT COST$33,700$34,450
500 SHS - JOHNSON & JOHNSONAT COST$51,230$51,360
800 SHS - JPMORGAN CHASE & COMPANYAT COST$46,734$52,824
250 SHS - MC CORMICK & COMPANY INCAT COST$18,355$21,390
500 SHS - MERCK & COMPANY INC NEWAT COST$30,510$26,410
1,000 SHS - MICROSOFT CORPAT COST$41,600$55,480
1,250 SHS - NESTLE S A SPNSD ADR REPSTING REG SHSAT COST$96,425$93,025
1,000 SHS - NEW JERSEY RES CORPAT COST$33,035$32,960
500 SHS - NEXTERA ENERGY INCAT COST$55,120$51,945
3,000 SHS - NORTH EUROPEAN OIL ROYALTY TRUSTAT COST$41,850$21,840
500 SHS - PEPSICO INCAT COST$48,100$49,960
1,000 SHS - PFIZER INCAT COST$34,771$32,280
400 SHS - PHILIP MORRIS INTL INCAT COST$33,768$35,164
500 SHS - PNC FINANCIAL SERVICES GROUP INCAT COST$43,805$47,655
500 SHS - PROCTER & GAMBLE COMPANYAT COST$42,975$39,705
800 SHS - ROYAL DUTCH SHELL PLC SPONSORED ADR REPSTG B SHARESAT COST$51,258$36,832
500 SHS - ROYAL DUTCH SHELL PLC SPONSORED ADR REPSTG A SHARESAT COST$33,500$22,895
500 SHS - SOUTHERN COMPANYAT COST$21,583$23,395
1,000 SHS - VERIZON COMMUNICATIONSAT COST$48,455$46,220
300 SHS - WALGREENS BOOTS ALLIANCE INCAT COST$26,308$25,547
1,400 SHS - WELLS FARGO & CO NEWAT COST$76,141$76,104
3,696.270 SHS - INVESTMENT COMPANY OF AMERICA CL AAT COST$136,899$123,345
500 SHS - POWERSHARES QQQ ETFAT COST$51,480$55,930
5,000 SHS - NEW YORK ST DORM AUTH PERS INCM TAXAT COST$5,372$5,162
50,000 SHS - NEW YORK ST DORM AUTH REV NON SUPPORT DEBT 4%, 5/1/18AT COST$54,585$52,933
50,000 SHS - NEW YORK ST MTG AGY HMOWNR SER 163 NON AMT 2.9%, 10/1/19AT COST$53,605$52,880
50,000 SHS - ONEIDA CNTY NY PUB IMPT AGM B/EAT COST$52,769$51,959
50,000 SHS - THREE VLG CENT SCH DIST NY BROOKHAVENAT COST$54,773$53,963
50,000 SHS - METROPOLITAN TRANSN AUTH NY REV RFDG SER DAT COST$55,545$53,721
50,000 SHS - BUFFALO NY GENL IMPT SER A1 AGM B/E CPN 4%AT COST$53,670$53,303
75,000 SHS - NEW YORK ST URBAN DEV CORP REV PERSONAL INCOMEAT COST$81,581$79,697
50,000 SHS - NEW YORK NY CITY MUNI WTR FIN AUTH WTR & SWR REV 5% 6/15/25AT COST$59,274$57,632
50,000 SHS - NEW YORK ST ENVMNTL FACS CLEAN&DRNKG WTRAT COST$56,620$56,112
50,000 SHS - NEW YORK NY CITY TRANSL FIN AUTH BLDG AID FISCAL 2013 REV SERAT COST$60,121$59,200
50,000 SHS - NEW YORK NY SER A 1 B/E PTC CPN 5% DUE 8/1/26AT COST$59,573$58,819
75,000 SHS - NEW YORK NY CITY HSG DEV CORP MFHR REV SUSTAINAT COST$75,750$75,926
100,000 SHS - CITIGROUP INC DEP SHS REPSTG 1/25TH PFDAT COST$104,153$99,250
100,000 SHS - CITIGROUP INC NOTE PERPETUAL FXD/VAR CPN 5.95%AT COST$100,496$96,250
75,009.068 SHS - FRANKLIN INCOME CL AAT COST$174,693$157,519
6,046.352 SHS - INCOME FUND OF AMERICA CL AAT COST$131,608$122,318
7,500 SHS - ANDERSON ENERGY LTDAT COST$593$41

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescJANNEY #6186 ROYALTY INCOMEDesc
Revenue And Expenses Per Books$3,810RevenueAndExpensesPerBooksAmt
Net Investment Income$3,810NetInvestmentIncomeAmt
Adjusted Net Income$3,810AdjustedNetIncomeAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ESTATE OF CARL LESNORBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O MPLLP 88 FROEHLICH FARM BLVDAddressLine1Txt
Address Line2STE 200AddressLine2Txt
CityWOODBURYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11797ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$937Amt
Net Investment Income$937NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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