Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
CARL LESNOR FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)CBIZ MP 88 FROEHLICH FARM BLVD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WOODBURY, NY11797
A Employer identification number

46-1611644
B Telephone number (see instructions)

(516) 992-5838
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$5,860,090J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,858,977
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 100,533 100,533  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,308
b Gross sales price for all assets on line 6a 277,993
7 Capital gain net income (from Part IV, line 2)... 4,567
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,168 3,168  
12 Total. Add lines 1 through 11........ 1,967,986 108,268  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
18,617 9,308   9,308
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
2,203 2,203   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,751 5,501   250
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
165 165   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 26,736 17,177   9,558
25 Contributions, gifts, grants paid....... 321,000 321,000
26 Total expenses and disbursements. Add lines 24 and 25 347,736 17,177   330,558
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,620,250
b Net investment income (if negative, enter -0-) 91,091
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 45,579 84,989 84,989
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 210,272 Click to see attachment
List of Attached Documents:
// Content
286,230 		285,575
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,376,239 Click to see attachment
List of Attached Documents:
// Content
3,881,121 		5,489,526
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,632,090 4,252,340 5,860,090
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 2,632,090 4,252,340
29 Total net assets or fund balances (see instructions)..... 2,632,090 4,252,340
30 Total liabilities and net assets/fund balances (see instructions). 2,632,090 4,252,340
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,632,090
2
Enter amount from Part I, line 27a .....................
2
1,620,250
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,252,340
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,252,340
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b PUBLICLY TRADED SECURITIES D    
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 261,401   264,249 -2,848
b 15,972   9,177 6,795
c 620     620
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -2,848
b       6,795
c       620
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 4,567
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,266
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,266
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,266
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 6,705
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,705
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 5,439
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow5,439 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowDANA MARTI Telephone no.right arrow (516) 992-5838

Located atright arrowCBIZ MP 88 FROEHLICH FARM BLVDWOODBURYNY ZIP+4right arrow11797
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
DANA H MARTI DIR./ PRES./ TREAS.
25.00 		0 0 0
88 FROEHLICH FARM BLVD SUITE 200
WOODBURY,NY11797
KENNETH ESTEY DIR./ VICE PRES.
10.00 		0 0 0
88 FROEHLICH FARM BLVD SUITE 200
WOODBURY,NY11797
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
4,094,570
b
Average of monthly cash balances.......................
1b
89,004
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,183,574
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
4,183,574
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
62,754
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,120,820
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
206,041
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
206,041
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,266
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,266
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
204,775
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
204,775
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
204,775
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
330,558
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
330,558
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 204,775
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 63,071
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 330,558
a Applied to 2022, but not more than line 2a 63,071
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 204,775
e Remaining amount distributed out of corpus 62,712
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 62,712
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		62,712
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 62,712
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ARCHIPELAGO BOOKS

232 THIRD ST A111
BROOKLYN,NY11215 		  PC PROMOTION OF CROSS-CULTURAL EXCHANGE THROUGH INTERNATIONAL LITERATURE 60,000

BROOKLYN BOOK BODEGA

141 FLUSHING AVENUE SUITE 407
BROOKLYN,NY11205 		  PC PROVIDE CHILDREN AND THEIR FAMILIES WITH ACCESS TO BOOKS, AN OPPORTUNITY TO BUILD THEIR OWN LIBRARY AT HOME, AND LITERACY-BASED COMMUNITY PROGRAMMING. 6,000

GLOBAL MEDICAL KNOWLEDGE ALLIANCE INC

29 WYNNEWOOD ROAD
WELLESLEY,MA02481 		  PC PROVIDE CANCER AND TRAUMA EDUCATIONAL RESOURCES, MEDICAL AND SURGICAL SUPPLIES. 8,000

GRID BOOKS

118 WILSON STREET
BEACON,NY12508 		  PC TO SUPPORT OPERATIONS WITH THE GOAL OF EXPANDING BOOK PUBLISHING 35,000

MARLBORO SCHOOL OF MUSIC INC

1528 WALNUT STREET 301
PHILADELPHIA,PA19102 		  PC TO SUPPORT THE MUSICAL PROGRAM 4,000

MOUNT TAMALPAIS COLLEGE

PO BOX 492
SAN QUENTIN,CA94964 		  PC TO PROVIDE IN SUPPORT OF THE EDUCATION PROGRAM 5,000

PEACE ACTION FUND OF NEW YORK STATE INC

CHURCH ST STATION PO BOX 3357
NEW YORK,NY100083357 		  PC CIVIL RIGHTS, EDUCATION, INTERNATIONAL 43,000

TIDES CENTER PALESTINE LEGAL

637 S DEARBORN ST 3RD FLOOR
CHICAGO,IL60605 		  PC TO SUPPORT THE DEVELOPOMENT OF LEGAL INTERNSHIP PROGRAM 52,000

WORCESTER ART MUSEUM

55 SALISBURY ST
WORCESTER,MA01609 		  PC ARTS, CULTURE, AND HUMANITIES 42,000

RESTORATIVE COMMUNITY JUSTICE OF SOUTHERN VERMONT

2042 VT RT 39
TOWNSHEND,VT05353 		  PC TO AID IN THE TRAINING OF COMMUNITY VOLUNTEERS AND ACCESS TRAINED PRACTIONERS 21,000

FREEDOM READS

2666 STATE STREET SUITE 5A
HAMDEN,CT06517 		  PC PROVIDE PRISONS WITH ACCESS TO BOOKS 5,000

THE NEW (NEW) MASSES FOUNDATION

PO BOX 75
NEW YORK CITY,NY10113 		  PC TO SUPPORT THE WRITERS AND DEVELOPMENT OF THE MAGAZINE 40,000
Total .................................right arrow 3a 321,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 100,533  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     15 3,168  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 5,308  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 109,009 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
109,009
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
CARL LESNOR FAMILY FOUNDATION
 
Employer identification number

46-1611644
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
CARL LESNOR FAMILY FOUNDATION
  		Employer identification number
46-1611644
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
CARL LESNOR 2011 IRREV TRUST
 
C/O CBIZ MARKS PANETH LLC 88 FROEHL
 
WOODBURY, NY11797

$ 21,223


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
CARL LESNOR 2011 IRREV TRUST
 
C/O CBIZ MARKS PANETH LLC 88 FROEHL
 
WOODBURY, NY11797

$ 107,394


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
CARL LESNOR 2011 IRREV TRUST
 
C/O CBIZ MARKS PANETH LLC 88 FROEHL
 
WOODBURY, NY11797

$ 193,600


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
CARL LESNOR 2011 IRREV TRUST
 
C/O CBIZ MARKS PANETH LLC 88 FROEHL
 
WOODBURY, NY11797

$ 14,065


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
CARL LESNOR 2011 IRREV TRUST
 
C/O CBIZ MARKS PANETH LLC 88 FROEHL
 
WOODBURY, NY11797

$ 52,276


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
CARL LESNOR 2011 IRREV TRUST
 
C/O CBIZ MARKS PANETH LLC 88 FROEHL
 
WOODBURY, NY11797

$ 26,145


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
CARL LESNOR FAMILY FOUNDATION
  		Employer identification number
46-1611644
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
7
CARL LESNOR 2011 IRREV TRUST
 
C/O CBIZ MARKS PANETH LLC 88 FROEHL
 
WOODBURY, NY11797

$ 14,575


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
CARL LESNOR 2011 IRREV TRUST
 
C/O CBIZ MARKS PANETH LLC 88 FROEHL
 
WOODBURY, NY11797

$ 30,210


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
9
CARL LESNOR 2011 IRREV TRUST
 
C/O CBIZ MARKS PANETH LLC 88 FROEHL
 
WOODBURY, NY11797

$ 67,160


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
10
CARL LESNOR 2011 IRREV TRUST
 
C/O CBIZ MARKS PANETH LLC 88 FROEHL
 
WOODBURY, NY11797

$ 29,160


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
11
CARL LESNOR 2011 IRREV TRUST
 
C/O CBIZ MARKS PANETH LLC 88 FROEHL
 
WOODBURY, NY11797

$ 14,796


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
12
CARL LESNOR 2011 IRREV TRUST
 
C/O CBIZ MARKS PANETH LLC 88 FROEHL
 
WOODBURY, NY11797

$ 52,289


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
CARL LESNOR FAMILY FOUNDATION
  		Employer identification number
46-1611644
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
13
CARL LESNOR 2011 IRREV TRUST
 
C/O CBIZ MARKS PANETH LLC 88 FROEHL
 
WOODBURY, NY11797

$ 12,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
14
CARL LESNOR 2011 IRREV TRUST
 
C/O CBIZ MARKS PANETH LLC 88 FROEHL
 
WOODBURY, NY11797

$ 153,142


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
15
CARL LESNOR 2011 IRREV TRUST
 
C/O CBIZ MARKS PANETH LLC 88 FROEHL
 
WOODBURY, NY11797

$ 46,638


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
16
CARL LESNOR 2011 IRREV TRUST
 
C/O CBIZ MARKS PANETH LLC 88 FROEHL
 
WOODBURY, NY11797

$ 8,484


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
17
CARL LESNOR 2011 IRREV TRUST
 
C/O CBIZ MARKS PANETH LLC 88 FROEHL
 
WOODBURY, NY11797

$ 280,935


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
18
CARL LESNOR 2011 IRREV TRUST
 
C/O CBIZ MARKS PANETH LLC 88 FROEHL
 
WOODBURY, NY11797

$ 62,775


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
CARL LESNOR FAMILY FOUNDATION
  		Employer identification number
46-1611644
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
19
CARL LESNOR 2011 IRREV TRUST
 
C/O CBIZ MARKS PANETH LLC 88 FROEHL
 
WOODBURY, NY11797

$ 42,540


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
20
CARL LESNOR 2011 IRREV TRUST
 
C/O CBIZ MARKS PANETH LLC 88 FROEHL
 
WOODBURY, NY11797

$ 59,750


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
21
CARL LESNOR 2011 IRREV TRUST
 
C/O CBIZ MARKS PANETH LLC 88 FROEHL
 
WOODBURY, NY11797

$ 16,632


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
22
CARL LESNOR 2011 IRREV TRUST
 
C/O CBIZ MARKS PANETH LLC 88 FROEHL
 
WOODBURY, NY11797

$ 4,728


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
23
CARL LESNOR 2011 IRREV TRUST
 
C/O CBIZ MARKS PANETH LLC 88 FROEHL
 
WOODBURY, NY11797

$ 41,920


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
24
CARL LESNOR 2011 IRREV TRUST
 
C/O CBIZ MARKS PANETH LLC 88 FROEHL
 
WOODBURY, NY11797

$ 42,600


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
CARL LESNOR FAMILY FOUNDATION
  		Employer identification number
46-1611644
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
25
CARL LESNOR 2011 IRREV TRUST
 
C/O CBIZ MARKS PANETH LLC 88 FROEHL
 
WOODBURY, NY11797

$ 43,584


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
26
CARL LESNOR 2011 IRREV TRUST
 
C/O CBIZ MARKS PANETH LLC 88 FROEHL
 
WOODBURY, NY11797

$ 33,292


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
27
CARL LESNOR 2011 IRREV TRUST
 
C/O CBIZ MARKS PANETH LLC 88 FROEHL
 
WOODBURY, NY11797

$ 21,205


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
28
CARL LESNOR 2011 IRREV TRUST
 
C/O CBIZ MARKS PANETH LLC 88 FROEHL
 
WOODBURY, NY11797

$ 12,524


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
29
CARL LESNOR 2011 IRREV TRUST
 
C/O CBIZ MARKS PANETH LLC 88 FROEHL
 
WOODBURY, NY11797

$ 30,379


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
30
CARL LESNOR 2011 IRREV TRUST
 
C/O CBIZ MARKS PANETH LLC 88 FROEHL
 
WOODBURY, NY11797

$ 4,855


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
CARL LESNOR FAMILY FOUNDATION
  		Employer identification number
46-1611644
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
31
CARL LESNOR 2011 IRREV TRUST
 
C/O CBIZ MARKS PANETH LLC 88 FROEHL
 
WOODBURY, NY11797

$ 29,205


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
32
CARL LESNOR 2011 IRREV TRUST
 
C/O CBIZ MARKS PANETH LLC 88 FROEHL
 
WOODBURY, NY11797

$ 49,208


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
33
CARL LESNOR 2011 IRREV TRUST
 
C/O CBIZ MARKS PANETH LLC 88 FROEHL
 
WOODBURY, NY11797

$ 17,968


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
34
CARL LESNOR 2011 IRREV TRUST
 
C/O CBIZ MARKS PANETH LLC 88 FROEHL
 
WOODBURY, NY11797

$ 24,050


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
35
CARL LESNOR 2011 IRREV TRUST
 
C/O CBIZ MARKS PANETH LLC 88 FROEHL
 
WOODBURY, NY11797

$ 15,825


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
36
CARL LESNOR 2011 IRREV TRUST
 
C/O CBIZ MARKS PANETH LLC 88 FROEHL
 
WOODBURY, NY11797

$ 39,450


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
CARL LESNOR FAMILY FOUNDATION
  		Employer identification number
46-1611644
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
37
CARL LESNOR 2011 IRREV TRUST
 
C/O CBIZ MARKS PANETH LLC 88 FROEHL
 
WOODBURY, NY11797

$ 33,741


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
38
CARL LESNOR 2011 IRREV TRUST
 
C/O CBIZ MARKS PANETH LLC 88 FROEHL
 
WOODBURY, NY11797

$ 30,966


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
39
CARL LESNOR 2011 IRREV TRUST
 
C/O CBIZ MARKS PANETH LLC 88 FROEHL
 
WOODBURY, NY11797

$ 35,107


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
40
CARL LESNOR 2011 IRREV TRUST
 
C/O CBIZ MARKS PANETH LLC 88 FROEHL
 
WOODBURY, NY11797

$ 17,347


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
41
CARL LESNOR 2011 IRREV TRUST
 
C/O CBIZ MARKS PANETH LLC 88 FROEHL
 
WOODBURY, NY11797

$ 25,234


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
CARL LESNOR FAMILY FOUNDATION
  		Employer identification number

46-1611644
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 150 SHS - ALPHABET INC $ 21,223 2023-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 700 SHS - AMAZON COM INC $ 107,394 2023-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
3
 1000 SHS - APPLE INC $ 193,600 2023-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
4
 500 SHS - BLACKSTONE SECURED LENDING FD $ 14,065 2023-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
5
 400 SHS - BLACKSTONE GROUP INC COM $ 52,276 2023-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
6
 500 SHS - BRISTOL MYERS SQUIBB CO $ 26,145 2023-12-22
Schedule B (Form 990) (2023)
Name of organization
CARL LESNOR FAMILY FOUNDATION
  		Employer identification number

46-1611644
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
7
 500 SHS - BRITISH AMERN TOB PLC SPON ADR $ 14,575 2023-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
8
 200 SHS - CHEVRON CORPORATION $ 30,210 2023-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
9
 100 SHS - COSTCO WHSL CORP NEW COM $ 67,160 2023-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
10
 500 SHS - COCA-COLA COMPANY $ 29,160 2023-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
11
 400 SHS - GSK PLC ADR $ 14,796 2023-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
12
 150 SHS - HOME DEPOT INC $ 52,289 2023-12-22
Schedule B (Form 990) (2023)
Name of organization
CARL LESNOR FAMILY FOUNDATION
  		Employer identification number

46-1611644
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
13
 250 SHS - INTEL CORP $ 12,000 2023-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
14
 375 SHS - INVESCO QQQ TR ETF $ 153,142 2023-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
15
 300 SHS - JOHNSON & JOHNSON $ 46,638 2023-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
16
 125 SHS - MC CORMICK & CO INC $ 8,484 2023-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
17
 750 SHS - MICROSOFT CORP $ 280,935 2023-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
18
 375 SHS - JPMORGAN CHASE & CO $ 62,775 2023-12-22
Schedule B (Form 990) (2023)
Name of organization
CARL LESNOR FAMILY FOUNDATION
  		Employer identification number

46-1611644
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
19
 375 SHS - NESTLE S A REG ADR $ 42,540 2023-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
20
 1000 SHS - NEXTERA ENERGY INC $ 59,750 2023-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
21
 1650 SHS - NEW YORK COMMUNITY BANCORP INC $ 16,632 2023-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
22
 800 SHS - NO EUR OIL ROYLTY TR CBI $ 4,728 2023-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
23
 250 SHS - PEPSICO INCORPORATED $ 41,920 2023-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
24
 1500 SHS - PFIZER INCORPORATED $ 42,600 2023-12-22
Schedule B (Form 990) (2023)
Name of organization
CARL LESNOR FAMILY FOUNDATION
  		Employer identification number

46-1611644
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
25
 300 SHS - PROCTER & GAMBLE CO $ 43,584 2023-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
26
 400 SHS - RTX CORP $ 33,292 2023-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
27
 500 SHS - ALPS TR ETF ALERIAN MLP NEW $ 21,205 2023-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
28
 200 SHS - SELECT SECTOR SPDR T ETF UTILITIES SELECT SECTOR $ 12,524 2023-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
29
 225 SHS - SELECT SECTOR SPDR F ETF HEALTH CARE $ 30,379 2023-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
30
 500 SHS - SOFI TECHNOLOGIES INC $ 4,855 2023-12-22
Schedule B (Form 990) (2023)
Name of organization
CARL LESNOR FAMILY FOUNDATION
  		Employer identification number

46-1611644
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
31
 750 SHS - SPDR PORTFOLIO ETF S&P 500 HIGH DIVIDEND $ 29,205 2023-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
32
 2250 SHS - STARWOOD PROPERTY TR INC $ 49,208 2023-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
33
 250 SHS - SPDR BLOOMBERG ETF CONVERTIBLE SECURITIES ETF $ 17,968 2023-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
34
 500 SHS - UNILEVER PLC SPONS ADR $ 24,050 2023-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
35
 100 SHS - UNITED PARCEL SERVICE-B $ 15,825 2023-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
36
 1250 SHS - VANECK GOLD MINERS ETF $ 39,450 2023-12-22
Schedule B (Form 990) (2023)
Name of organization
CARL LESNOR FAMILY FOUNDATION
  		Employer identification number

46-1611644
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
37
 900 SHS - VERIZON COMMUNICATIONS COM $ 33,741 2023-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
38
 175 SHS - WASTE MGMT INC DEL $ 30,966 2023-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
39
 35000 SHS - METROPOLITAN TRANSN AUTH NY REV TRANSN SER B B\E CPN 5.250% $ 35,107 2023-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
40
 18000 SHS - METROPOLITAN TRANSN AUTH NY REV BDS 2021 A 1 GREEN BD B/E CPN 4. $ 17,347 2023-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
41
 25000 SHS - NEW YORK ST ENVMNTL FACS CORP REV RVLVNG FDS BDS 2021 B GREEN BD $ 25,234 2023-12-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
CARL LESNOR FAMILY FOUNDATION
  		Employer identification number

46-1611644
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
CARL LESNOR FAMILY FOUNDATION
EIN:
46-1611644
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CBIZ MP- ACCOUNTING FEES 18,617 9,308   9,308

TY 2023 GeneralExplanationAttachment
Name:
CARL LESNOR FAMILY FOUNDATION
EIN:
46-1611644
Identifier Return Reference Explanation
FOOTNOTE FORM 990PF, PART VII-B, LINE 1A(6) THE PRESIDENT/TREASURER OF THE CARL LESNOR FAMILY FOUNDATION, MRS. DANA MARTI, IS ALSO A MANAGING DIRECTOR OF CBIZ MARKS PANETH, THE ACCOUNTING FIRM WHICH PREPARES THE FOUNDATION'S RETURN.

TY 2023 InvestmentsGovtObligationsSch
Name:
CARL LESNOR FAMILY FOUNDATION
EIN:
46-1611644
US Government Securities - End of Year Book Value:

0
US Government Securities - End of Year Fair Market Value:

0
State & Local Government Securities - End of Year Book Value:


286,230
State & Local Government Securities - End of Year Fair Market Value:


285,575


TY 2023 InvestmentsOtherSchedule2
Name:
CARL LESNOR FAMILY FOUNDATION
EIN:
46-1611644
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
500 SHS - MC CORMICK & COMPANY INC AT COST 9,178 17,105
1600 SHS - NORTH EUROPEAN OIL ROYALTY TRUST AT COST 9,639 9,328
100 SHS - JOHNSON & JOHNSON AT COST 11,544 15,674
300 SHS - BLACKSTONE AT COST 15,836 39,276
500 SHS - PROCTER & GAMBLE COMPANY AT COST 17,190 29,308
200 SHS - PROCTER & GAMBLE COMPANY AT COST 17,720 29,308
200 SHS - CHEVRON CORP AT COST 18,719 29,832
200 SHS - CHEVRON CORP AT COST 18,743 29,832
300 SHS - RAYTHEON TECH CORP AT COST 19,613 25,242
200 SHS - JP MORGAN AT COST 19,821 34,020
200 SHS - UPS AT COST 22,107 31,446
1000 SHS- SOCIAL CAPITAL HEDOSOPHIA HOLDING AT COST 23,307 9,950
500 SHS - COCA-COLA COMPANY AT COST 23,493 29,465
1000 SHS - STARWOOD PROPERTY TRUST INC AT COST 24,159 21,020
500 SHS - INTEL CORP AT COST 24,333 25,125
500 SHS - SPDR BLOOMBERG BARCLAYS CONV SECS AT COST 24,647 36,075
100 SHS - HOME DEPOT AT COST 25,410 34,655
500 SHS - MICROSOFT CORP AT COST 26,297 188,020
500 SHS - COCA-COLA COMPANY AT COST 27,060 29,465
200 SHS - PROCTER & GAMBLE COMPANY AT COST 27,380 29,308
500 SHS - BLACKSTONE GROUP INC CL A AT COST 27,733 65,460
1,300 SHS - STARWOOD PROPERTY TRUST INC AT COST 29,470 27,326
100 SHS - COSTCO WHOLESALE CORP AT COST 29,564 66,008
1000 SHS - BLACKSTONE SECURED LENDING FUND AT COST 29,979 27,640
100 SHS - COSTCO WHOLESALE CORP AT COST 30,553 66,008
400 SHS - SELECT UTILITIES SELECT SECTOR SPDR ETF AT COST 31,120 25,332
1000 SHS - PFIZER AT COST 31,760 28,790
550 SHS - JPMORGAN CHASE & COMPANY AT COST 32,554 93,555
500 SHS - RAYTHEON TECH CORP AT COST 32,633 42,070
1000 SHS - PFIZER AT COST 32,907 28,790
800 SHS- GLAXOSMITHKLEIN PLC AT COST 34,123 29,648
1000 SHS - PFIZER AT COST 36,144 28,790
800 SHS - VERIZON COMMUNICATIONS AT COST 38,389 30,160
1000 SHS - ALPS ALERIAN MLP ETF NEW AT COST 40,021 42,520
1000 SHS - BRITISH AMERN TOBACCO PLC SPONS ADR 25P AT COST 40,143 29,290
3300 SHS- NEW YORK COMMUNITY BANK CORP AT COST 40,509 33,759
1,000 SHS - MICROSOFT CORP AT COST 41,600 376,040
300 SHS- ALPHABET AT COST 42,824 41,907
200 SHS - HOME DEPOT INC AT COST 44,121 69,310
500 SHS- WASTE MANAGEMENT INC AT COST 45,615 62,685
2200 SHS- STARWOOD PROPERTY TRUST AT COST 46,978 46,244
500 SHS - PEPSICO INC AT COST 48,100 84,920
250 SHS - INVESCO QQQ EFT AT COST 48,268 102,380
1,000 SHS - VERIZON COMMUNICATIONS AT COST 49,184 37,700
1,000 SHS - BRISTOL MYERS SQUIBB AT COST 51,144 51,310
500 SHS - JOHNSON & JOHNSON AT COST 51,230 78,370
500 SHS - POWERSHARES QQQ ETF AT COST 51,480 204,760
1000 SHS - UNILEVER PLC SPONSORED ADR NEW AT COST 52,133 48,480
600 SHS - AMAZON.COM INC AT COST 52,467 91,164
2000 SHS - NEXTERA ENERGY INC AT COST 55,120 121,480
750 SHS - NESTLE S A SPNSD ADR REPSTING REG SHS AT COST 57,855 86,723
450 SHS - SECTOR HEALTHCARE SELECT SECTOR SPDR ETF AT COST 59,036 61,371
2000 SHS - APPLE INC AT COST 59,325 385,060
1500 SHS- SPDR PORTFOLIO AT COST 62,492 58,785
800 SHS - AMAZON.COM INC AT COST 76,226 121,552
1400 SHS- EXXON MOBILE AT COST 78,663 139,972
2500 SHS- VANECK GOLDMINERS AT COST 82,170 77,525
150 SHS - ALPHABET INC AT COST 21,224 20,954
700 SHS - AMAZON COM INC AT COST 107,394 106,358
1000 SHS - APPLE INC AT COST 193,600 192,530
500 SHS - BLACKSTONE SECURED LENDING FD AT COST 14,065 13,820
400 SHS - BLACKSTONE GROUP INC COM AT COST 52,276 52,368
500 SHS - BRISTOL MYERS SQUIBB CO AT COST 26,145 25,655
500 SHS - BRITISH AMERN TOB PLC SPON ADR AT COST 14,575 14,645
200 SHS - CHEVRON CORPORATION AT COST 30,210 29,832
100 SHS - COSTCO WHSL CORP NEW COM AT COST 67,160 66,008
500 SHS - COCA-COLA COMPANY AT COST 29,160 29,465
400 SHS - GSK PLC ADR AT COST 14,796 14,824
150 SHS - HOME DEPOT INC AT COST 52,289 51,983
250 SHS - INTEL CORP AT COST 12,000 12,563
375 SHS - INVESCO QQQ TR ETF AT COST 153,143 153,570
300 SHS - JOHNSON & JOHNSON AT COST 46,638 47,022
125 SHS - MC CORMICK & CO INC AT COST 8,484 8,553
750 SHS - MICROSOFT CORP AT COST 280,935 282,030
375 SHS - JPMORGAN CHASE & CO AT COST 62,775 63,788
375 SHS - NESTLE S A REG ADR AT COST 42,540 43,361
1000 SHS - NEXTERA ENERGY INC AT COST 59,750 60,740
1650 SHS - NEW YORK COMMUNITY BANCORP INC AT COST 16,632 16,880
800 SHS - NO EUR OIL ROYLTY TR CBI AT COST 4,728 4,664
250 SHS - PEPSICO INCORPORATED AT COST 41,920 42,460
1500 SHS - PFIZER INCORPORATED AT COST 42,600 43,185
300 SHS - PROCTER & GAMBLE CO AT COST 43,584 43,962
400 SHS - RTX CORP AT COST 33,292 33,656
500 SHS - ALPS TR ETF ALERIAN MLP NEW AT COST 21,205 21,260
200 SHS - SELECT SECTOR SPDR T ETF UTILITIES SELECT SECTOR AT COST 12,524 12,666
225 SHS - SELECT SECTOR SPDR F ETF HEALTH CARE AT COST 30,380 30,686
500 SHS - SOFI TECHNOLOGIES INC AT COST 4,855 4,975
750 SHS - SPDR PORTFOLIO ETF S&P 500 HIGH DIVIDEND AT COST 29,205 29,393
2250 SHS - STARWOOD PROPERTY TR INC AT COST 49,208 47,295
250 SHS - SPDR BLOOMBERG ETF CONVERTIBLE SECURITIES ETF AT COST 17,968 18,038
500 SHS - UNILEVER PLC SPONS ADR AT COST 24,050 24,240
100 SHS - UNITED PARCEL SERVICE-B AT COST 15,825 15,723
1250 SHS - VANECK GOLD MINERS ETF AT COST 39,450 38,763
900 SHS - VERIZON COMMUNICATIONS COM AT COST 33,741 33,930
175 SHS - WASTE MGMT INC DEL AT COST 30,966 31,343

TY 2023 OtherExpensesSchedule
Name:
CARL LESNOR FAMILY FOUNDATION
EIN:
46-1611644
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
JANNEY 6186 - ROYALTY EXPENSES 165 165   0


TY 2023 OtherIncomeSchedule2
Name:
CARL LESNOR FAMILY FOUNDATION
EIN:
46-1611644
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
JANNEY 6186 - ROYALTY INCOME 3,168 3,168 3,168


TY 2023 OtherProfessionalFeesSchedule
Name:
CARL LESNOR FAMILY FOUNDATION
EIN:
46-1611644
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FESS 2,203 2,203   0


TY 2023 TaxesSchedule
Name:
CARL LESNOR FAMILY FOUNDATION
EIN:
46-1611644
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 501 501   0
NYS FILING FEE 250 0   250
FEDERAL TAXES 5,000 5,000   0