CARL LESNOR FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CARL LESNOR FAMILY FOUNDATION (EIN 46-1611644)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202523219349104622
- Schema version
- 2024v5.2
- 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 Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T13:43:17-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873707167 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 68 SOUTH SERVICE ROAD | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | CBIZ 68 SOUTH SERVICE ROAD 300 | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANA H MARTI | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 5169925838 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANA MARTI | PreparerPersonNm |
| PTIN | P00107674 | PTIN |
| Phone | 5169925900 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,273,042 | 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 | $145,324 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $145,324 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,137,035 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,137,117 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,160,712 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,178 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,178 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,288,537 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,312,214 | 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 | $60,416 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $30,208 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $30,208 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $33,300 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,300 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,298 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,048 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $250 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $42 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $42 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $96,056 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $65,598 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30,458 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $425,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $425,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $521,056 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $65,598 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $455,458 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $767,481 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,246,616 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $84,989 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $208,660 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $208,660 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,881,122 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,077,642 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,338,080 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $286,229 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $733,519 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $726,302 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,252,340 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,019,821 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,273,042 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $4,252,340 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,019,821 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,252,340 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,019,821 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,252,340 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,019,821 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,252,340 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $767,481 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,019,821 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,019,821 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $79,605 | $93,230 | -$13,625 | -$13,625 |
| PUBLICLY TRADED SECURITIES | D | $754,851 | $471,704 | $283,147 | $283,147 |
| PUBLICLY TRADED SECURITIES | P | $653,900 | $643,211 | $10,689 | $10,689 |
| PUBLICLY TRADED SECURITIES | P | $3,643,100 | $1,763,901 | $1,879,199 | $1,879,199 |
| PUBLICLY TRADED SECURITIES | P | $4,340 | $4,359 | -$19 | -$19 |
| CAPITAL GAINS DIVIDENDS | P | $1,321 | $1,321 | $1,321 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,160,712 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,228 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $31,228 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $31,228 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,439 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $35,439 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,211 | OverpaymentAmt |
| Applied To ES Tax | $4,211 | 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 | CBIZ ADVISORS LLC 68 SOUTH SERVICE | AddressLine1Txt |
| Address Line2 | ROAD | AddressLine2Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | 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 (2 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 | ||||||||
| 68 SOUTH SERVICE ROAD STE 300 | MELVILLE | NY | 11747 | DIR./ PRES./ TREAS. | 2.00 | $0 | $0 | $0 |
| KENNETH ESTEY | ||||||||
| 68 SOUTH SERVICE ROAD STE 300 | MELVILLE | NY | 11747 | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 68 SOUTH SERVICE ROAD | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING | ServiceTypeTxt |
| Compensation | $60,416 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $6,174,977 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $134,479 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,309,456 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,309,456 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $94,642 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,214,814 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $310,741 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $310,741 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,228 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,228 | TotalTaxAmt |
| Distributable Before Adj | $279,513 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $279,513 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $279,513 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $455,458 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $455,458 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $279,513 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $62,712 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $62,712 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $455,458 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $279,513 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $175,945 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $238,657 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $238,657 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $62,712 | ExcessFromYear1Amt |
| Excess From Current Year | $175,945 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| GLOBAL MEDICAL KNOWLEDGE ALLIANCE INC | ||||||
| 29 WYNNEWOOD ROAD | WELLESLEY | MA | 02481 | PC | PROVIDE CANCER AND TRAUMA EDUCATIONAL RESOURCES, MEDICAL AND SURGICAL SUPPLIES. | $12,000 |
| GRID BOOKS | ||||||
| 118 WILSON STREET | BEACON | NY | 12508 | PC | TO SUPPORT OPERATIONS WITH THE GOAL OF EXPANDING BOOK PUBLISHING | $57,000 |
| MARLBORO SCHOOL OF MUSIC INC | ||||||
| 1528 WALNUT STREET 301 | PHILADELPHIA | PA | 19102 | PC | TO SUPPORT THE MUSICAL PROGRAM | $4,000 |
| MOUNT TAMALPAIS COLLEGE | ||||||
| PO BOX 492 | SAN QUENTIN | CA | 94964 | PC | TO PROVIDE IN SUPPORT OF THE EDUCATION PROGRAM | $5,000 |
| WORCESTER ART MUSEUM | ||||||
| 55 SALISBURY ST | WORCESTER | MA | 01609 | PC | ARTS, CULTURE, AND HUMANITIES | $48,000 |
| BOSTON ARTS ENSEMBLE | ||||||
| 85 HILLSIDE AVENUE | NEWTON | MA | 02465 | PC | ARTS, CULTURE, AND HUMANITIES | $30,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | PC | TO PROVIDE MEDICAL ASSISTANCE TO PEOPLE IN NEED | $10,000 |
| PAROLE PREP | ||||||
| 135 WEST 20TH STREET STE 302 | NEW YORK | NY | 10011 | PC | SUPPORTS CURRENTLY AND FORMERLY INCARCERATED NEW YORKERS THROUGH ADVOCACY, LITIGATION, AND COMMUNITY CARE | $32,000 |
| FREEDOM READS | ||||||
| 2666 STATE STREET SUITE 5A | HAMDEN | CT | 06517 | PC | PROVIDES BOOKS TO PRISONS | $5,000 |
| THE NEW MASSES FOUNDATION | ||||||
| PO BOX 75 | NEW YORK | NY | 10113 | PC | ARTS, CULTURE, AND HUMANITIES | $40,000 |
| BROOKLYN BODEGA | ||||||
| 141 FLUSHING AVENUE SUITE 407 | BROOKLYN | NY | 11205 | PC | ARTS, CULTURE, AND HUMANITIES | $6,000 |
| RESTORATIVE COMMUNITY JUSTICE OF SOUTHERN VERMONT | ||||||
| 2042 VT RT 39 | TOWNSHEND | VT | 05353 | PC | PROVIDE RESTORATIVE JUSTICE PRACTICES | $11,000 |
| PEACE ACTION FUND OF NEW YORK STATE | ||||||
| CHURCH ST STATION PO BOX 3357 | NEW YORK | NY | 100083357 | PC | PROMOTE NON-VIOLENT RESOLUTION OF CONFLICT, | $43,000 |
| PALESTINE LEGAL | ||||||
| 1014 TORNEY AVENUE | SAN FRANCISCO | CA | 94129 | PC | LEGAL INTERNSHIP | $52,000 |
| ARCHIPELAGO BOOKS | ||||||
| 232 THIRD STREET A111 | BROOKLYN | NY | 11215 | PC | ARTS, CULTURE, AND HUMANITIES | $70,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $425,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $145,324 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $6,178 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,137,035 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,288,537 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,288,537 | 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 | CBIZ - ACCOUNTING FEES | CategoryTxt |
| Amt | $60,416 | Amt |
| Net Investment Income | $30,208 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30,208 | 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 MANAGING DIRECTOR OF CBIZ ADVISORS, LLC, THE ACCOUNTING FIRM WHICH PREPARES THE FOUNDATION'S RETURN. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS AT WELLS FARGO A/C # 7988-8151 & JANNEY A/C # 6186 | BondNm |
| EOY Book Value | $733,519 | EOYBookValueAmt |
| EOYFMV | $726,302 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK AT WELLS FARGO A/C # 7988-8151 & JANNEY A/C # 6186 | StockNm |
| EOY Book Value | $4,077,642 | EOYBookValueAmt |
| EOYFMV | $5,338,080 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JANNEY 6186 - ROYALTY EXPENSES | Desc |
| Revenue And Expenses Per Books | $42 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $42 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTY INCOME | $747 | $747 | $747 |
| OTHER INCOME | $5,431 | $5,431 | $5,431 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WELLS FARGO INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $33,300 | Amt |
| Net Investment Income | $33,300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $2,048 | $2,048 | $0 |
| NYS FILING FEE | $250 | $0 | $250 |
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