LAWSON CHARITABLE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: LAWSON CHARITABLE FOUNDATION (EIN 87-6532521)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-05-06
IRS object ID: 202401279349101415
Schema version: 2023v5.0
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
Schedule B
General Explanation Attachment
Investments Corp Stock Schedule
Investments Other Schedule2
Other Decreases Schedule
Other Expenses Schedule
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-05-06T10:34:57-05:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	050479760	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ANDSAGER BARTLETT & PIERONI LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1275 WAMPANOAG TRAIL	AddressLine1Txt
City	EAST PROVIDENCE	CityNm
State Abbreviation	RI	StateAbbreviationCd
ZIP	02915	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	876532521	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LAWSON CHARITABLE FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	LAWS	BusinessNameControlTxt
Phone	4013691509	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	136 ADAMS POINT ROAD	AddressLine1Txt
City	BARRINGTON	CityNm
State Abbreviation	RI	StateAbbreviationCd
ZIP	02806	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	CATHY LAWSON	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	4013691509	PhoneNum
Signature	2024-05-01	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	CATHY	PersonFirstNm
Person Last	LAWSON	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	EDWARD P PIERONI	PreparerPersonNm
PTIN	P00189634	PTIN
Phone	4012729100	PhoneNum
Preparation	2024-05-01	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$8,520,690	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$2,804,278	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$163,303	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$163,303	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$609,270	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$5,971,925	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$609,270	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$3,576,851	TotalRevAndExpnssAmt
Total Net Invst Incm	$772,573	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
Taxes Rev And Expnss	$23,974	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$7,121	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$38,243	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$38,243	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$62,217	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$45,364	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$198,100	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$198,100	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$260,317	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$45,364	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$198,100	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$3,316,534	ExcessRevenueOverExpensesAmt
Net Investment Income	$727,209	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$423,109	CashBOYAmt
Cash EOY	$481,174	CashEOYAmt
Cash EOYFMV	$481,174	CashEOYFMVAmt
Corporate Stock BOY	$3,295,886	CorporateStockBOYAmt
Corporate Stock EOY	$4,894,218	CorporateStockEOYAmt
Corporate Stock EOYFMV	$6,047,417	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$270,285	CorporateBondsBOYAmt
Corporate Bonds EOY	$0	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$0	CorporateBondsEOYFMVAmt
Other Investments BOY	$917,047	OtherInvestmentsBOYAmt
Other Investments EOY	$1,963,166	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$1,992,099	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$4,906,327	TotalAssetsBOYAmt
Total Assets EOY	$7,338,558	TotalAssetsEOYAmt
Total Assets EOYFMV	$8,520,690	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	$4,906,327	RetainedEarningBOYAmt
Retained Earning EOY	$7,338,558	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$4,906,327	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$7,338,558	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$4,906,327	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$7,338,558	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$4,906,327	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$3,316,534	ExcessRevenueOverExpensesAmt
Other Increases	$258	OtherIncreasesAmt
Subtotal	$8,223,119	SubtotalAmt
Other Decreases	$884,561	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$7,338,558	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CAPITAL TRANSACTIONS BANK OF AMERICA	P	$3,588,284	$3,388,706	$199,578	$199,578
CAPITAL TRANSACTIONS BANK OF AMERICA	P	$2,356,112	$1,973,949	$382,163	$382,163
CAPITAL GAINS DIVIDENDS	P	$27,529		$27,529	$27,529

Field	Value	IRS element (for citing)
Capital Gain Net Income	$609,270	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$10,108	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$10,108	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$10,108	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$14,500	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$14,500	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Overpayment	$4,392	OverpaymentAmt
Applied To ES Tax	$4,392	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	RI	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	0	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	THE FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4013691509	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	136 ADAMS POINT ROAD	AddressLine1Txt
City	BARRINGTON	CityNm
State Abbreviation	RI	StateAbbreviationCd
ZIP	02806	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	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
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
THOMAS A LAWSON
136 ADAMS POINT RD	BARRINGTON	RI	02806	TRUSTEE	5.00	$0	$0	$0
CATHY M LAWSON
136 ADAMS POINT RD	BARRINGTON	RI	02806	TRUSTEE	5.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$6,512,912	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$525,506	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$7,038,418	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$7,038,418	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$105,576	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$6,932,842	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$346,642	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$346,642	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$10,108	TaxBasedOnInvestmentIncomeAmt
Total Tax	$10,108	TotalTaxAmt
Distributable Before Adj	$336,534	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$336,534	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$336,534	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$198,100	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$198,100	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$336,534	DistributableAsAdjustedAmt
Undistributed Income PY	$75,234	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$198,100	QualifyingDistributionsAmt
Applied To Year1	$75,234	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$122,866	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$213,668	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	THOMAS A LAWSON	ContributingManagerNm
Contributing Manager	CATHY M LAWSON	ContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	CATHY TOM LAWSON	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	136 ADAMS POINT ROAD	AddressLine1Txt
City	BARRINGTON	CityNm
State Abbreviation	RI	StateAbbreviationCd
ZIP	02806	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	4013691509	RecipientPhoneNum
Recipient Email Address	FOUNDATION75093@GMAIL.COM	RecipientEmailAddressTxt
Form And Info And Materials	PROVIDE THE FOLLOWING INFORMATION FOR CONSIDERATION: -LEGAL NAME, EMPLOYER ID NUMBER (EIN), ADDRESS, PHONE NUMBER -CURRENT FISCAL YEAR BUDGET -CONTACT NAME, OFFICE ADDRESS, EMAIL, -OFFICE PHONE NUMBER FOR THE PROJECT'S PRIMARY CONTACT, AND THE ORGANIZATION'S PRIMARY CONTACT. -PROJECT TITLE, BRIEF PROJECT DESCRIPTION (1-2 SENTENCES), EST. LENGTH OF PROJECT, START AND END DATES, EST. PROJECT COST, AMOUNT OF FUNDING ALREADY SECURED, AMOUNT REQUESTED SEE GENERAL EXPLANATION - STATEMENT 9 FOR FULL GRANT REQUEST DETAILS	FormAndInfoAndMaterialsTxt
Submission Deadlines	APPLICATIONS WILL BE CONSIDERED AND RESPONDED TO IN A TIMELY MANNER.	SubmissionDeadlinesTxt
Restrictions On Awards	THE MISSION OF THE FOUNDATION IS TO HELP THOSE THAT ARE WORKING HARD TO HELP THEMSELVES AND/OR OTHERS. GRANTS WILL BE CONSIDERED FOR SMALL NONPROFITS AND SOME FOR-PROFIT ORGANIZATIONS THAT ARE FULFILLING OUR MISSION, OPERATING PREDOMINANTLY IN THE STATE OF RHODE ISLAND. AS OF NOW, THE FOUNDATION WILL FOCUS ON: - PROVIDE SPECIAL NEEDS CHILDREN WITH THE NECESSARY MATERIALS AND EQUIPMENT, FOR EXAMPLE: WHEELCHAIRS, VISUAL AND HEARING AIDS. - ASSIST WITH RESPITE CARE FOR BOTH ADULTS AND CHILDREN - SUPPORT SMALL NONPROFITS WITH FUNDING TO REACH SPECIFIC GOALS. - VETERANS	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
JOE ANDRUZZI FOUNDATION
49 PLAIN STREET	NORTH ATTLEBORO	MA	02760	NONE	PUBLIC CHARITY	PATIENT ASSISTANCE	$50,000
VOLUNTEERS OF AMERICA
1660 DUKE STREET	ALEXANDRIA	VA	22314	NONE	PUBLIC CHARITY	AFFORDABLE VETERANS HOUSING AND WRAPAROUND SERVICES	$15,000
HOPE FOR WARRIORS
8003 FORBES PLACE	SPRINGFIELD	VA	22151	NONE	PUBLIC CHARITY	GENERAL SUPPORT	$25,000
CHILDRENS FRIEND
153 SUMMER STREET	PROVIDENCE	RI	02903	NONE	PUBLIC CHARITY	GENERAL SUPPORT	$15,000
ACCESS POINT
111 COMSTOCK PARKWAY	CRANSTON	RI	02921	NONE	PUBLIC CHARITY	GENERAL SUPPORT	$5,000
THE AUTSIM PROJECT
1516 ATWOOD AVE	JOHNSTON	RI	02919	NONE	PUBLIC CHARITY	GENERAL SUPPORT	$5,000
HOPE HEALTH HOSPICE
1085 N MAIN ST	PROVIDENCE	RI	02904	NONE	PUBLIC CHARITY	GENERAL SUPPORT	$15,000
PROJECT COMEBACK
583 ADAMS ST	HOLLISTON	MA	01746	NONE	PUBLIC CHARITY	GENERAL SUPPORT	$53,200
MEETING STREET
1000 EDDY ST	PROVIDENCE	RI	02905	NONE	PUBLIC CHARITY	GENERAL SUPPORT	$14,900

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$198,100	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	$163,303	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$609,270	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$772,573	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$772,573	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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	THOMAS AND CATHY LAWSON	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	136 ADAMS POINT RD	AddressLine1Txt
City	BARRINGTON	CityNm
State Abbreviation	RI	StateAbbreviationCd
ZIP	02806	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$2,804,282	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	VARIOUS PUBLICLY TRADED STOCKS - DETAILS AVAILABLE UPON REQUEST	NoncashPropertyDesc
Fair Market Value	$2,804,282	FairMarketValueAmt
Received	2023-02-13	ReceivedDt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

Field	Value	IRS element (for citing)
Form And Line Reference	PART XIV LINE 2 A-D INFORMATION REGARDING CONTRIBUTION, GRANT, ETC PROGRAMS	FormAndLineReferenceDesc
Medium Explanation	THE MISSION OF THE FOUNDATION IS TO HELP THOSE THAT ARE WORKING HARD TO HELP THEMSELVES AND/OR OTHERS. GRANTS WILL BE CONSIDERED FOR SMALL NONPROFITS AND SOME FOR-PROFIT ORGANIZATIONS THAT ARE FULFILLING OUR MISSION, OPERATING PREDOMINANTLY IN THE STATE OF RHODE ISLAND. AS OF NOW, THE FOUNDATION WILL FOCUS ON: - PROVIDE SPECIAL NEEDS CHILDREN WITH THE NECESSARY MATERIALS AND EQUIPMENT, FOR EXAMPLE: WHEELCHAIRS, VISUAL AND HEARING AIDS. - ASSIST WITH RESPITE CARE FOR BOTH ADULTS AND CHILDREN - SUPPORT SMALL NONPROFITS WITH FUNDING TO REACH SPECIFIC GOALS. - VETERANS STRUCTURE AND TYPES OF GRANTS: - UNRESTRICTED SUPPORT - PROJECT SUPPORT - SUPPORT NEW OR EXISTING CAPITAL NEEDS - ENDOWMENT REQUESTS WILL NOT BE CONSIDEREDGRANTS WILL BE RE-EVALUATED ON A YEARLY BASIS.APPLICATIONS WILL BE CONSIDERED AND RESPONDED TO IN A TIMELY MANNER. BEGINNING IN 2023, APPLICATIONS WILL BE ACCEPTED AND CONSIDERED DURING APRIL- JUNE. APPLICANTS WILL BE NOTIFIED OF OUR FUNDING DECISIONS NO LATER THAN AUGUST 1ST. PRIOR TO INITIATING YOUR GRANT REQUEST, PLEASE DETERMINE IF YOUR ORGANIZATION'S MISSION ALIGNS WITH OUR PRIORITIES AND CORE GEOGRAPHY AND PROVIDE THE FOLLOWING INFORMATION FOR CONSIDERATION:ORGANIZATIONAL INFORMATION - LEGAL NAME, EMPLOYER ID NUMBER (EIN) - ADDRESS, PHONE NUMBER - CURRENT FISCAL YEAR BUDGETCONTACT INFORMATION - NAME - OFFICE ADDRESS - EMAIL, AND - OFFICE PHONE NUMBER FOR THE PROJECT'S PRIMARY CONTACT, AND THE ORGANIZATION'S PRIMARY CONTACT.PROJECT INFORMATION - PROJECT TITLE - BRIEF PROJECT DESCRIPTION (1-2 SENTENCES) - ESTIMATED LENGTH OF PROJECT, PROJECT START AND END DATES - ESTIMATED TOTAL PROJECT COST, AMOUNT OF FUNDING ALREADY SECURED (IF APPLICABLE) - AMOUNT REQUESTED PLEASE ALSO PROVIDE IF RELEVANT: - STATEMENT OF NEED AND PROPOSED SOLUTION: PROVIDE A BRIEF (NO MORE THAN 2 PARAGRAPHS - APPROXIMATELY 350 WORDS) STATEMENT ABOUT THE PRIMARY ISSUE THE PROJECT WILL ADDRESS, HOW YOU INTEND TO ADDRESS IT, AND WHY THIS PROJECT IS NEEDED AT THIS TIME. - GOALS AND OBJECTIVES: TELL US THE OVERARCHING GOALS AND OBJECTIVES OF YOUR PROJECT - TARGET POPULATION: PROVIDE A DESCRIPTION OF THE TARGET POPULATION, INCLUDING NUMBER OF PEOPLE YOUR PROJECT WILL REACH/EFFECT, HOW YOU WILL REACH THE POPULATION (RECRUITMENT), AND DEMOGRAPHIC INFORMATION OR GEOGRAPHIC LOCATION WHERE RELEVANT. THIS DESCRIPTION SHOULD BE NO MORE THAN 1 PARAGRAPH. - METHODS: PLEASE DESCRIBE THE SPECIFIC METHODS YOU WILL USE TO ACCOMPLISH YOUR GOALS AND OBJECTIVES. NO MORE THAN 2 PARAGRAPH. - EVALUATION AND IMPACT: DISCUSS YOUR EVALUATION CRITERIA AND METHODS, THIS SECTION SHOULD INCLUDE EXPECTED OUTCOMES AND A BRIEF STATEMENT ON DISSEMINATION WHERE APPLICABLE. THIS SECTION SHOULD BE NO MORE THAN 1-2 PARAGRAPHS. - ORGANIZATIONAL QUALIFICATIONS/PARTNERS/STAKEHOLDERS: INCLUDE INFORMATION ON WHO IS LEADING THE PROJECT, THEIR QUALIFICATIONS, AND PARTNER ORGANIZATIONS/STAKEHOLDERS THAT WILL BE INVOLVED. NO MORE THAN 2 PARAGRAPHS.	MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	EQUITIES	StockNm
EOY Book Value	$4,894,218	EOYBookValueAmt
EOYFMV	$6,047,417	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
HEDGE FUNDS	AT COST	$1,879,477	$1,916,502
COMMODITIES	AT COST	$83,689	$75,597

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDesc	AmtAmt
BOOK VS TAX TIMING DIFFERENCES	$543
CONTRIBUTIONS RECEIVED - COST VS FMV DIFFERENCE	$882,221
OTHER TAX COST ADJUSTMENTS	$1,797

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES	$36,816	$36,816	$0
MISCELLANEOUS	$1,427	$1,427	$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	NON-DIVIDEND DISTRIBUTION	Desc
Amt	$258	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES	$7,121	$7,121	$0
EXCISE TAX	$16,853	$0	$0