2024-05-06T10:34:57-05:00 2023-12-31 050479760 ANDSAGER BARTLETT & PIERONI LLP 1275 WAMPANOAG TRAIL EAST PROVIDENCE RI 02915 990PF 2023-01-01 876532521 LAWSON CHARITABLE FOUNDATION LAWS 4013691509 136 ADAMS POINT ROAD BARRINGTON RI 02806 CATHY LAWSON TRUSTEE 4013691509 2024-05-01 1 CATHY LAWSON 999009999 0 EDWARD P PIERONI P00189634 4012729100 2024-05-01 X 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 8520690 X 2804278 163303 163303 609270 5971925 609270 3576851 772573 0 0 0 23974 7121 0 38243 38243 0 62217 45364 0 198100 198100 260317 45364 198100 3316534 727209 423109 481174 481174 3295886 4894218 6047417 270285 0 0 917047 1963166 1992099 4906327 7338558 8520690 0 0 X 0 0 0 0 4906327 7338558 4906327 7338558 4906327 7338558 4906327 3316534 258 8223119 884561 7338558 CAPITAL TRANSACTIONS BANK OF AMERICA P 3588284 3388706 199578 199578 CAPITAL TRANSACTIONS BANK OF AMERICA P 2356112 1973949 382163 382163 CAPITAL GAINS DIVIDENDS P 27529 27529 27529 609270 10108 0 10108 0 10108 14500 0 0 0 14500 X 0 4392 4392 0 0 0 0 0 0 0 0 0 0 0 1 1 RI 1 0 0 0 0 0 N/A THE FOUNDATION 4013691509 136 ADAMS POINT ROAD BARRINGTON RI 02806 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 6512912 525506 0 7038418 0 0 7038418 105576 6932842 346642 346642 10108 10108 336534 0 336534 0 336534 198100 0 198100 336534 75234 0 0 198100 75234 0 0 122866 0 0 0 0 0 0 0 0 213668 0 0 0 THOMAS A LAWSON CATHY M LAWSON CATHY TOM LAWSON 136 ADAMS POINT ROAD BARRINGTON RI 02806 4013691509 FOUNDATION75093@GMAIL.COM 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 APPLICATIONS WILL BE CONSIDERED AND RESPONDED TO IN A TIMELY MANNER. 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 JOE ANDRUZZI FOUNDATION 49 PLAIN STREET NORTH ATTLEBORO MA 02760 NONE PUBLIC CHARITY PATIENT ASSISTANCE 50000 VOLUNTEERS OF AMERICA 1660 DUKE STREET ALEXANDRIA VA 22314 NONE PUBLIC CHARITY AFFORDABLE VETERANS HOUSING AND WRAPAROUND SERVICES 15000 HOPE FOR WARRIORS 8003 FORBES PLACE SPRINGFIELD VA 22151 NONE PUBLIC CHARITY GENERAL SUPPORT 25000 CHILDRENS FRIEND 153 SUMMER STREET PROVIDENCE RI 02903 NONE PUBLIC CHARITY GENERAL SUPPORT 15000 ACCESS POINT 111 COMSTOCK PARKWAY CRANSTON RI 02921 NONE PUBLIC CHARITY GENERAL SUPPORT 5000 THE AUTSIM PROJECT 1516 ATWOOD AVE JOHNSTON RI 02919 NONE PUBLIC CHARITY GENERAL SUPPORT 5000 HOPE HEALTH HOSPICE 1085 N MAIN ST PROVIDENCE RI 02904 NONE PUBLIC CHARITY GENERAL SUPPORT 15000 PROJECT COMEBACK 583 ADAMS ST HOLLISTON MA 01746 NONE PUBLIC CHARITY GENERAL SUPPORT 53200 MEETING STREET 1000 EDDY ST PROVIDENCE RI 02905 NONE PUBLIC CHARITY GENERAL SUPPORT 14900 198100 0 14 163303 18 609270 0 772573 0 772573 0 0 0 0 0 0 0 0 0 0 X X 1 THOMAS AND CATHY LAWSON 136 ADAMS POINT RD BARRINGTON RI 02806 2804282 X 1 VARIOUS PUBLICLY TRADED STOCKS - DETAILS AVAILABLE UPON REQUEST 2804282 2023-02-13 PART XIV LINE 2 A-D INFORMATION REGARDING CONTRIBUTION, GRANT, ETC PROGRAMS 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. EQUITIES 4894218 6047417 HEDGE FUNDS AT COST 1879477 1916502 COMMODITIES AT COST 83689 75597 BOOK VS TAX TIMING DIFFERENCES 543 CONTRIBUTIONS RECEIVED - COST VS FMV DIFFERENCE 882221 OTHER TAX COST ADJUSTMENTS 1797 INVESTMENT MANAGEMENT FEES 36816 36816 0 MISCELLANEOUS 1427 1427 0 NON-DIVIDEND DISTRIBUTION 258 FOREIGN TAXES 7121 7121 0 EXCISE TAX 16853 0 0