CATHY AND CHRISTOPHER LAWRENCE CHARITABLE TR: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CATHY AND CHRISTOPHER LAWRENCE CHARITABLE TR (EIN 20-2682043)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-06-30
- IRS object ID
- 202231819349100433
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-30T15:33:16-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223754856 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNTRACHT EARLY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 COLUMBIA TURNPIKE SUITE 202 | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202682043 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHY AND CHRISTOPHER LAWRENCE | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CATH | BusinessNameControlTxt |
| Phone | 2122252000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO CLEARY GOTTLIEB 1 LIBERTY PLAZ | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100061470 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHY LAWRENCE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2122252000 | PhoneNum |
| Signature | 2022-06-20 | 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 | LAWRENCE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARRY S KLEIMAN | PreparerPersonNm |
| PTIN | P00161566 | PTIN |
| Phone | 9734086700 | PhoneNum |
| Preparation | 2022-06-20 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,310,775 | 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 | $3,150 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $19 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,013 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,013 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,192 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,042 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,150 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $285 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $160 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $125 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,442 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $160 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,275 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $109,657 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $109,657 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $113,099 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $160 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $112,932 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$101,907 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,882 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $84,421 | CashBOYAmt |
| Cash EOY | $71,368 | CashEOYAmt |
| Cash EOYFMV | $71,368 | CashEOYFMVAmt |
| Acct Rcvbl | $1 | AcctRcvblAmt |
| Acct Rcvbl EOY | $1 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $208,112 | CorporateStockBOYAmt |
| Corporate Stock EOY | $196,044 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,239,406 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $292,533 | TotalAssetsBOYAmt |
| Total Assets EOY | $267,413 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,310,775 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $292,533 | CapitalStockBOYAmt |
| Capital Stock EOY | $267,413 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $292,533 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $267,413 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $292,533 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $267,413 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $292,533 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$101,907 | ExcessRevenueOverExpensesAmt |
| Other Increases | $76,787 | OtherIncreasesAmt |
| Subtotal | $267,413 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $267,413 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | KYNDRYL HLDGS INC | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2021-11-08 | AcquiredDt |
| Sold | 2021-11-08 | SoldDt |
| Gross Sales Price | $10 | GrossSalesPriceAmt |
| Gain Or Loss | $10 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $10 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $110 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $110 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $110 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $250 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $250 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $140 | OverpaymentAmt |
| Applied To ES Tax | $140 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STEVEN M LOEB ESQ | IndividualWithBooksNm |
| Phone | 2122252000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CLEARY GOTTLIEB ONE LIBERTY | AddressLine1Txt |
| Address Line2 | PLAZA | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100061470 | 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 | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| CATHY S LAWRENCE | |||||||||
| C/O CLEARY GOTTLIEB ONE LIBERTY | PLAZA | NEW YORK | NY | 100061470 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| CHRISTOPHER R LAWRENCE | |||||||||
| C/O CLEARY GOTTLIEB ONE LIBERTY | PLAZA | NEW YORK | NY | 100061470 | TRUSTEE | 2.00 | $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 | $1,027,368 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $76,916 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,104,284 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,104,284 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,564 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,087,720 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,386 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,386 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $110 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $110 | TotalTaxAmt |
| Distributable Before Adj | $54,276 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $54,276 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $54,276 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $112,932 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $112,932 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,276 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $111,833 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $124,548 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $92,187 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $90,558 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $21,552 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $440,678 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $112,932 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $54,276 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $58,656 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $499,334 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $111,833 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $387,501 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $124,548 | ExcessFromYear4Amt |
| Excess From Year3 | $92,187 | ExcessFromYear3Amt |
| Excess From Year2 | $90,558 | ExcessFromYear2Amt |
| Excess From Year1 | $21,552 | ExcessFromYear1Amt |
| Excess From Current Year | $58,656 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CATHY S LAWRENCE | ContributingManagerNm |
| Contributing Manager | CHRISTOPHER R LAWRENCE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CARL SCHURZ PARK CONSERVANCY | |||||||
| 1900 2ND AVE | NEW YORK | NY | 10029 | NONE | PUBLIC | GENERAL UNRESTRICTED | $275 |
| CHILDREN'S AID SOCIETY | |||||||
| 711 THIRD AVENUE SUITE 700 | NEW YORK | NY | 10017 | NONE | PUBLIC | GENERAL UNRESTRICTED | $15,199 |
| COLLEGIATE SCHOOL | |||||||
| 260 WEST 78TH STREET | NEW YORK | NY | 10024 | NONE | PUBLIC | GENERAL UNRESTRICTED | $19,649 |
| CONGREGATION EMANUEL | |||||||
| ONE EAST SIXTY FIFTH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC | GENERAL UNRESTRICTED | $5,460 |
| HEALTH ADVOCATES FOR OLDER PEOPLE | |||||||
| 420 LEXINGTON AVE SUITE 300 | NEW YORK | NY | 10170 | NONE | PUBLIC | GENERAL UNRESTRICTED | $4,856 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 THIRD AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC | GENERAL UNRESTRICTED | $100 |
| NYU LANGONE HOSPITALS | |||||||
| ONE PARK AVENUE 3RD FLOOR | NEW YORK | NY | 10016 | NONE | PUBLIC | GENERAL UNRESTRICTED | $49,464 |
| SIERRA CLUB | |||||||
| 1 PENNSYLVANIA PLAZA 6285 | NEW YORK | NY | 10119 | NONE | PUBLIC | GENERAL UNRESTRICTED | $19 |
| SOUTHAMPTON BATH & TENNIS CLUB | |||||||
| PO DRAWER 1208 | SOUTHAMPTON | NY | 11969 | NONE | PUBLIC | GENERAL UNRESTRICTED | $6,700 |
| SOUTHAMPTON GARDEN CLUB | |||||||
| 143 COOPERS FARM ROAD | SOUTHAMPTON | NY | 11968 | NONE | PUBLIC | GENERAL UNRESTRICTED | $100 |
| SOUTHAMPTON ROSE SOCEITY | |||||||
| 91-95 COOPERS FARM RD | SOUTHAMPTON | NY | 11968 | NONE | PUBLIC | GENERAL UNRESTRICTED | $550 |
| TEMPLE EMMANUEL | |||||||
| 1 E 65TH ST | NEW YORK | NY | 10065 | NONE | PUBLIC | GENERAL UNRESTRICTED | $1,000 |
| THE CARL SCHURZ PARK CONSERVANCY | |||||||
| 1483 YORK AVENUE 20523 | NEW YORK | NY | 10075 | NONE | PUBLIC | GENERAL UNRESTRICTED | $250 |
| TROUT UNLIMITED | |||||||
| 1777 NORTH KENT STREET SUITE 100 | ARLINGTON | VA | 22209 | NONE | PUBLIC | GENERAL UNRESTRICTED | $35 |
| UJA FEDERATION | |||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | NONE | PUBLIC | GENERAL UNRESTRICTED | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $109,657 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,013 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,042 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,042 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,150 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,150 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BIOGEN IDEC INC. | $10,408 | $22,073 |
| INTL BUSINESS MACHINES CORP | $13,386 | $9,757 |
| RYDER SYSTEM INC | $4,001 | $6,182 |
| APPLE INC | $124,720 | $1,170,897 |
| FOOT LOCKER INC N.Y. COM | $118 | $175 |
| INTL BUSINESS MACHINES CORP | $41,881 | $29,272 |
| KYNDRYL HLDGS INC | $1,530 | $1,050 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NY FILING FEE | $250 | $125 | $125 |
| BROKERAGE FEES | $35 | $35 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION ON STOCK | Desc |
| Amt | $76,787 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $7 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |