2024-11-15T13:26:08-06:00 2023-12-31 873707167 CBIZ MARKS PANETH LLC 88 FROEHLICH FARM BOULEVARD WOODBURY NY 11797 990PF 2023-01-01 461611644 CARL LESNOR FAMILY FOUNDATION CARL 5169925838 CBIZ MP 88 FROEHLICH FARM BLVD WOODBURY NY 11797 DANA H MARTI PRESIDENT/TREASURER 5169925838 2024-11-14 1 1 DANA MARTI P00107674 5169925900 2024-11-14 2023 2024-10-15 13:58:12Z X 5860090 X 1858977 100533 100533 5308 277993 4567 3168 3168 1967986 108268 0 0 0 18617 9308 9308 2203 2203 0 5751 5501 250 165 165 0 26736 17177 9558 321000 321000 347736 17177 330558 1620250 91091 45579 84989 84989 210272 286230 285575 2376239 3881121 5489526 2632090 4252340 5860090 0 0 X 0 0 0 0 2632090 4252340 2632090 4252340 2632090 4252340 2632090 1620250 0 4252340 0 4252340 PUBLICLY TRADED SECURITIES P 261401 264249 -2848 -2848 PUBLICLY TRADED SECURITIES D 15972 9177 6795 6795 CAPITAL GAINS DIVIDENDS P 620 620 620 4567 1266 0 1266 0 1266 6705 0 0 0 6705 0 5439 5439 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A DANA MARTI 5169925838 CBIZ MP 88 FROEHLICH FARM BLVD WOODBURY NY 11797 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DANA H MARTI 88 FROEHLICH FARM BLVD SUITE 200 WOODBURY NY 11797 DIR./ PRES./ TREAS. 25.00 0 0 0 KENNETH ESTEY 88 FROEHLICH FARM BLVD SUITE 200 WOODBURY NY 11797 DIR./ VICE PRES. 10.00 0 0 0 NONE 0 NONE 0 0 4094570 89004 0 4183574 0 0 4183574 62754 4120820 206041 206041 1266 1266 204775 0 204775 0 204775 330558 0 330558 204775 63071 0 0 330558 63071 0 0 204775 62712 0 0 62712 0 0 0 0 0 0 0 62712 62712 X ARCHIPELAGO BOOKS 232 THIRD ST A111 BROOKLYN NY 11215 PC PROMOTION OF CROSS-CULTURAL EXCHANGE THROUGH INTERNATIONAL LITERATURE 60000 BROOKLYN BOOK BODEGA 141 FLUSHING AVENUE SUITE 407 BROOKLYN NY 11205 PC PROVIDE CHILDREN AND THEIR FAMILIES WITH ACCESS TO BOOKS, AN OPPORTUNITY TO BUILD THEIR OWN LIBRARY AT HOME, AND LITERACY-BASED COMMUNITY PROGRAMMING. 6000 GLOBAL MEDICAL KNOWLEDGE ALLIANCE INC 29 WYNNEWOOD ROAD WELLESLEY MA 02481 PC PROVIDE CANCER AND TRAUMA EDUCATIONAL RESOURCES, MEDICAL AND SURGICAL SUPPLIES. 8000 GRID BOOKS 118 WILSON STREET BEACON NY 12508 PC TO SUPPORT OPERATIONS WITH THE GOAL OF EXPANDING BOOK PUBLISHING 35000 MARLBORO SCHOOL OF MUSIC INC 1528 WALNUT STREET 301 PHILADELPHIA PA 19102 PC TO SUPPORT THE MUSICAL PROGRAM 4000 MOUNT TAMALPAIS COLLEGE PO BOX 492 SAN QUENTIN CA 94964 PC TO PROVIDE IN SUPPORT OF THE EDUCATION PROGRAM 5000 PEACE ACTION FUND OF NEW YORK STATE INC CHURCH ST STATION PO BOX 3357 NEW YORK NY 100083357 PC CIVIL RIGHTS, EDUCATION, INTERNATIONAL 43000 TIDES CENTER PALESTINE LEGAL 637 S DEARBORN ST 3RD FLOOR CHICAGO IL 60605 PC TO SUPPORT THE DEVELOPOMENT OF LEGAL INTERNSHIP PROGRAM 52000 WORCESTER ART MUSEUM 55 SALISBURY ST WORCESTER MA 01609 PC ARTS, CULTURE, AND HUMANITIES 42000 RESTORATIVE COMMUNITY JUSTICE OF SOUTHERN VERMONT 2042 VT RT 39 TOWNSHEND VT 05353 PC TO AID IN THE TRAINING OF COMMUNITY VOLUNTEERS AND ACCESS TRAINED PRACTIONERS 21000 FREEDOM READS 2666 STATE STREET SUITE 5A HAMDEN CT 06517 PC PROVIDE PRISONS WITH ACCESS TO BOOKS 5000 THE NEW (NEW) MASSES FOUNDATION PO BOX 75 NEW YORK CITY NY 10113 PC TO SUPPORT THE WRITERS AND DEVELOPMENT OF THE MAGAZINE 40000 321000 0 14 100533 15 3168 18 5308 0 109009 0 109009 0 0 0 0 0 0 0 0 0 0 X X 1 CARL LESNOR 2011 IRREV TRUST C/O CBIZ MARKS PANETH LLC 88 FROEHL WOODBURY NY 11797 21223 X X 2 CARL LESNOR 2011 IRREV TRUST C/O CBIZ MARKS PANETH LLC 88 FROEHL WOODBURY NY 11797 107394 X X 3 CARL LESNOR 2011 IRREV TRUST C/O CBIZ MARKS PANETH LLC 88 FROEHL WOODBURY NY 11797 193600 X X 4 CARL LESNOR 2011 IRREV TRUST C/O CBIZ MARKS PANETH LLC 88 FROEHL WOODBURY NY 11797 14065 X X 5 CARL LESNOR 2011 IRREV TRUST C/O CBIZ MARKS PANETH LLC 88 FROEHL WOODBURY NY 11797 52276 X X 6 CARL LESNOR 2011 IRREV TRUST C/O CBIZ MARKS PANETH LLC 88 FROEHL WOODBURY NY 11797 26145 X X 7 CARL LESNOR 2011 IRREV TRUST C/O CBIZ MARKS PANETH LLC 88 FROEHL WOODBURY NY 11797 14575 X X 8 CARL LESNOR 2011 IRREV TRUST C/O CBIZ MARKS PANETH LLC 88 FROEHL WOODBURY NY 11797 30210 X X 9 CARL LESNOR 2011 IRREV TRUST C/O CBIZ MARKS PANETH LLC 88 FROEHL WOODBURY NY 11797 67160 X X 10 CARL LESNOR 2011 IRREV TRUST C/O CBIZ MARKS PANETH LLC 88 FROEHL WOODBURY NY 11797 29160 X X 11 CARL LESNOR 2011 IRREV TRUST C/O CBIZ MARKS PANETH LLC 88 FROEHL WOODBURY NY 11797 14796 X X 12 CARL LESNOR 2011 IRREV TRUST C/O CBIZ MARKS PANETH LLC 88 FROEHL WOODBURY NY 11797 52289 X X 13 CARL LESNOR 2011 IRREV TRUST C/O CBIZ MARKS PANETH LLC 88 FROEHL WOODBURY NY 11797 12000 X X 14 CARL LESNOR 2011 IRREV TRUST C/O CBIZ MARKS PANETH LLC 88 FROEHL WOODBURY NY 11797 153142 X X 15 CARL LESNOR 2011 IRREV TRUST C/O CBIZ MARKS PANETH LLC 88 FROEHL WOODBURY NY 11797 46638 X X 16 CARL LESNOR 2011 IRREV TRUST C/O CBIZ MARKS PANETH LLC 88 FROEHL WOODBURY NY 11797 8484 X X 17 CARL LESNOR 2011 IRREV TRUST C/O CBIZ MARKS PANETH LLC 88 FROEHL WOODBURY NY 11797 280935 X X 18 CARL LESNOR 2011 IRREV TRUST C/O CBIZ MARKS PANETH LLC 88 FROEHL WOODBURY NY 11797 62775 X X 19 CARL LESNOR 2011 IRREV TRUST C/O CBIZ MARKS 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30379 X X 30 CARL LESNOR 2011 IRREV TRUST C/O CBIZ MARKS PANETH LLC 88 FROEHL WOODBURY NY 11797 4855 X X 31 CARL LESNOR 2011 IRREV TRUST C/O CBIZ MARKS PANETH LLC 88 FROEHL WOODBURY NY 11797 29205 X X 32 CARL LESNOR 2011 IRREV TRUST C/O CBIZ MARKS PANETH LLC 88 FROEHL WOODBURY NY 11797 49208 X X 33 CARL LESNOR 2011 IRREV TRUST C/O CBIZ MARKS PANETH LLC 88 FROEHL WOODBURY NY 11797 17968 X X 34 CARL LESNOR 2011 IRREV TRUST C/O CBIZ MARKS PANETH LLC 88 FROEHL WOODBURY NY 11797 24050 X X 35 CARL LESNOR 2011 IRREV TRUST C/O CBIZ MARKS PANETH LLC 88 FROEHL WOODBURY NY 11797 15825 X X 36 CARL LESNOR 2011 IRREV TRUST C/O CBIZ MARKS PANETH LLC 88 FROEHL WOODBURY NY 11797 39450 X X 37 CARL LESNOR 2011 IRREV TRUST C/O CBIZ MARKS PANETH LLC 88 FROEHL WOODBURY NY 11797 33741 X X 38 CARL LESNOR 2011 IRREV TRUST C/O CBIZ MARKS PANETH LLC 88 FROEHL WOODBURY NY 11797 30966 X X 39 CARL LESNOR 2011 IRREV TRUST C/O CBIZ MARKS PANETH LLC 88 FROEHL WOODBURY NY 11797 35107 X X 40 CARL LESNOR 2011 IRREV TRUST C/O CBIZ MARKS PANETH LLC 88 FROEHL WOODBURY NY 11797 17347 X X 41 CARL LESNOR 2011 IRREV TRUST C/O CBIZ MARKS PANETH LLC 88 FROEHL WOODBURY NY 11797 25234 X X 1 150 SHS - ALPHABET INC 21223 2023-12-22 2 700 SHS - AMAZON COM INC 107394 2023-12-22 3 1000 SHS - APPLE INC 193600 2023-12-22 4 500 SHS - BLACKSTONE SECURED LENDING FD 14065 2023-12-22 5 400 SHS - BLACKSTONE GROUP INC COM 52276 2023-12-22 6 500 SHS - BRISTOL MYERS SQUIBB CO 26145 2023-12-22 7 500 SHS - BRITISH AMERN TOB PLC SPON ADR 14575 2023-12-22 8 200 SHS - CHEVRON CORPORATION 30210 2023-12-22 9 100 SHS - COSTCO WHSL CORP NEW COM 67160 2023-12-22 10 500 SHS - COCA-COLA COMPANY 29160 2023-12-22 11 400 SHS - GSK PLC ADR 14796 2023-12-22 12 150 SHS - HOME DEPOT INC 52289 2023-12-22 13 250 SHS - INTEL CORP 12000 2023-12-22 14 375 SHS - INVESCO QQQ TR ETF 153142 2023-12-22 15 300 SHS - JOHNSON & JOHNSON 46638 2023-12-22 16 125 SHS - MC CORMICK & CO INC 8484 2023-12-22 17 750 SHS - MICROSOFT CORP 280935 2023-12-22 18 375 SHS - JPMORGAN CHASE & CO 62775 2023-12-22 19 375 SHS - NESTLE S A REG ADR 42540 2023-12-22 20 1000 SHS - NEXTERA ENERGY INC 59750 2023-12-22 21 1650 SHS - NEW YORK COMMUNITY BANCORP INC 16632 2023-12-22 22 800 SHS - NO EUR OIL ROYLTY TR CBI 4728 2023-12-22 23 250 SHS - PEPSICO INCORPORATED 41920 2023-12-22 24 1500 SHS - PFIZER INCORPORATED 42600 2023-12-22 25 300 SHS - PROCTER & GAMBLE CO 43584 2023-12-22 26 400 SHS - RTX CORP 33292 2023-12-22 27 500 SHS - ALPS TR ETF ALERIAN MLP NEW 21205 2023-12-22 28 200 SHS - SELECT SECTOR SPDR T ETF UTILITIES SELECT SECTOR 12524 2023-12-22 29 225 SHS - SELECT SECTOR SPDR F ETF HEALTH CARE 30379 2023-12-22 30 500 SHS - SOFI TECHNOLOGIES INC 4855 2023-12-22 31 750 SHS - SPDR PORTFOLIO ETF S&P 500 HIGH DIVIDEND 29205 2023-12-22 32 2250 SHS - STARWOOD PROPERTY TR INC 49208 2023-12-22 33 250 SHS - SPDR BLOOMBERG ETF CONVERTIBLE SECURITIES ETF 17968 2023-12-22 34 500 SHS - UNILEVER PLC SPONS ADR 24050 2023-12-22 35 100 SHS - UNITED PARCEL SERVICE-B 15825 2023-12-22 36 1250 SHS - VANECK GOLD MINERS ETF 39450 2023-12-22 37 900 SHS - VERIZON COMMUNICATIONS COM 33741 2023-12-22 38 175 SHS - WASTE MGMT INC DEL 30966 2023-12-22 39 35000 SHS - METROPOLITAN TRANSN AUTH NY REV TRANSN SER B B\E CPN 5.250% 35107 2023-12-22 40 18000 SHS - METROPOLITAN TRANSN AUTH NY REV BDS 2021 A 1 GREEN BD B/E CPN 4. 17347 2023-12-22 41 25000 SHS - NEW YORK ST ENVMNTL FACS CORP REV RVLVNG FDS BDS 2021 B GREEN BD 25234 2023-12-22 CBIZ MP- ACCOUNTING FEES 18617 9308 9308 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. 0 0 286230 285575 500 SHS - MC CORMICK & COMPANY INC AT COST 9178 17105 1600 SHS - NORTH EUROPEAN OIL ROYALTY TRUST AT COST 9639 9328 100 SHS - JOHNSON & JOHNSON AT COST 11544 15674 300 SHS - BLACKSTONE AT COST 15836 39276 500 SHS - PROCTER & GAMBLE COMPANY AT COST 17190 29308 200 SHS - PROCTER & GAMBLE COMPANY AT COST 17720 29308 200 SHS - CHEVRON CORP AT COST 18719 29832 200 SHS - CHEVRON CORP AT COST 18743 29832 300 SHS - RAYTHEON TECH CORP AT COST 19613 25242 200 SHS - JP MORGAN AT COST 19821 34020 200 SHS - UPS AT COST 22107 31446 1000 SHS- SOCIAL CAPITAL HEDOSOPHIA HOLDING AT COST 23307 9950 500 SHS - COCA-COLA COMPANY AT COST 23493 29465 1000 SHS - STARWOOD PROPERTY TRUST INC AT COST 24159 21020 500 SHS - INTEL CORP AT COST 24333 25125 500 SHS - SPDR BLOOMBERG BARCLAYS CONV SECS AT COST 24647 36075 100 SHS - HOME DEPOT AT COST 25410 34655 500 SHS - MICROSOFT CORP AT COST 26297 188020 500 SHS - COCA-COLA COMPANY AT COST 27060 29465 200 SHS - PROCTER & GAMBLE COMPANY AT COST 27380 29308 500 SHS - BLACKSTONE GROUP INC CL A AT COST 27733 65460 1,300 SHS - STARWOOD PROPERTY TRUST INC AT COST 29470 27326 100 SHS - COSTCO WHOLESALE CORP AT COST 29564 66008 1000 SHS - BLACKSTONE SECURED LENDING FUND AT COST 29979 27640 100 SHS - COSTCO WHOLESALE CORP AT COST 30553 66008 400 SHS - SELECT UTILITIES SELECT SECTOR SPDR ETF AT COST 31120 25332 1000 SHS - PFIZER AT COST 31760 28790 550 SHS - JPMORGAN CHASE & COMPANY AT COST 32554 93555 500 SHS - RAYTHEON TECH CORP AT COST 32633 42070 1000 SHS - PFIZER AT COST 32907 28790 800 SHS- GLAXOSMITHKLEIN PLC AT COST 34123 29648 1000 SHS - PFIZER AT COST 36144 28790 800 SHS - VERIZON COMMUNICATIONS AT COST 38389 30160 1000 SHS - ALPS ALERIAN MLP ETF NEW AT COST 40021 42520 1000 SHS - BRITISH AMERN TOBACCO PLC SPONS ADR 25P AT COST 40143 29290 3300 SHS- NEW YORK COMMUNITY BANK CORP AT COST 40509 33759 1,000 SHS - MICROSOFT CORP AT COST 41600 376040 300 SHS- ALPHABET AT COST 42824 41907 200 SHS - HOME DEPOT INC AT COST 44121 69310 500 SHS- WASTE MANAGEMENT INC AT COST 45615 62685 2200 SHS- STARWOOD PROPERTY TRUST AT COST 46978 46244 500 SHS - PEPSICO INC AT COST 48100 84920 250 SHS - INVESCO QQQ EFT AT COST 48268 102380 1,000 SHS - VERIZON COMMUNICATIONS AT COST 49184 37700 1,000 SHS - BRISTOL MYERS SQUIBB AT COST 51144 51310 500 SHS - JOHNSON & JOHNSON AT COST 51230 78370 500 SHS - POWERSHARES QQQ ETF AT COST 51480 204760 1000 SHS - UNILEVER PLC SPONSORED ADR NEW AT COST 52133 48480 600 SHS - AMAZON.COM INC AT COST 52467 91164 2000 SHS - NEXTERA ENERGY INC AT COST 55120 121480 750 SHS - NESTLE S A SPNSD ADR REPSTING REG SHS AT COST 57855 86723 450 SHS - SECTOR HEALTHCARE SELECT SECTOR SPDR ETF AT COST 59036 61371 2000 SHS - APPLE INC AT COST 59325 385060 1500 SHS- SPDR PORTFOLIO AT COST 62492 58785 800 SHS - AMAZON.COM INC AT COST 76226 121552 1400 SHS- EXXON MOBILE AT COST 78663 139972 2500 SHS- VANECK GOLDMINERS AT COST 82170 77525 150 SHS - ALPHABET INC AT COST 21224 20954 700 SHS - AMAZON COM INC AT COST 107394 106358 1000 SHS - APPLE INC AT COST 193600 192530 500 SHS - BLACKSTONE SECURED LENDING FD AT COST 14065 13820 400 SHS - BLACKSTONE GROUP INC COM AT COST 52276 52368 500 SHS - BRISTOL MYERS SQUIBB CO AT COST 26145 25655 500 SHS - BRITISH AMERN TOB PLC SPON ADR AT COST 14575 14645 200 SHS - CHEVRON CORPORATION AT COST 30210 29832 100 SHS - COSTCO WHSL CORP NEW COM AT COST 67160 66008 500 SHS - COCA-COLA COMPANY AT COST 29160 29465 400 SHS - GSK PLC ADR AT COST 14796 14824 150 SHS - HOME DEPOT INC AT COST 52289 51983 250 SHS - INTEL CORP AT COST 12000 12563 375 SHS - INVESCO QQQ TR ETF AT COST 153143 153570 300 SHS - JOHNSON & JOHNSON AT COST 46638 47022 125 SHS - MC CORMICK & CO INC AT COST 8484 8553 750 SHS - MICROSOFT CORP AT COST 280935 282030 375 SHS - JPMORGAN CHASE & CO AT COST 62775 63788 375 SHS - NESTLE S A REG ADR AT COST 42540 43361 1000 SHS - NEXTERA ENERGY INC AT COST 59750 60740 1650 SHS - NEW YORK COMMUNITY BANCORP INC AT COST 16632 16880 800 SHS - NO EUR OIL ROYLTY TR CBI AT COST 4728 4664 250 SHS - PEPSICO INCORPORATED AT COST 41920 42460 1500 SHS - PFIZER INCORPORATED AT COST 42600 43185 300 SHS - PROCTER & GAMBLE CO AT COST 43584 43962 400 SHS - RTX CORP AT COST 33292 33656 500 SHS - ALPS TR ETF ALERIAN MLP NEW AT COST 21205 21260 200 SHS - SELECT SECTOR SPDR T ETF UTILITIES SELECT SECTOR AT COST 12524 12666 225 SHS - SELECT SECTOR SPDR F ETF HEALTH CARE AT COST 30380 30686 500 SHS - SOFI TECHNOLOGIES INC AT COST 4855 4975 750 SHS - SPDR PORTFOLIO ETF S&P 500 HIGH DIVIDEND AT COST 29205 29393 2250 SHS - STARWOOD PROPERTY TR INC AT COST 49208 47295 250 SHS - SPDR BLOOMBERG ETF CONVERTIBLE SECURITIES ETF AT COST 17968 18038 500 SHS - UNILEVER PLC SPONS ADR AT COST 24050 24240 100 SHS - UNITED PARCEL SERVICE-B AT COST 15825 15723 1250 SHS - VANECK GOLD MINERS ETF AT COST 39450 38763 900 SHS - VERIZON COMMUNICATIONS COM AT COST 33741 33930 175 SHS - WASTE MGMT INC DEL AT COST 30966 31343 JANNEY 6186 - ROYALTY EXPENSES 165 165 0 JANNEY 6186 - ROYALTY INCOME 3168 3168 3168 INVESTMENT FESS 2203 2203 0 FOREIGN TAXES PAID 501 501 0 NYS FILING FEE 250 0 250 FEDERAL TAXES 5000 5000 0