LAWRENCE FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LAWRENCE FAMILY FOUNDATION (EIN 13-3935895)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202023219349106567
- Schema version
- 2019v5.1
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T16:58:07-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411431613 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERGANKDV LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3800 AMERICAN BLVD WEST SUITE 1000 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554314420 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133935895 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LAWRENCE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAWR | BusinessNameControlTxt |
| Phone | 6128255050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4415 E LAKE HARRIET PARKWAY | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554194746 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES A LAWRENCE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6128255050 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY J SMITH CPA | PreparerPersonNm |
| PTIN | P00368515 | PTIN |
| Phone | 9525636800 | PhoneNum |
| Preparation | 2020-11-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 63.150.88.67 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 10:19:46 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 05E0FB281EAAFD920AD413C7D3B7ADA3F0D0A335 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,182,227 | 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 | $706,173 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $173,457 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $173,457 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,157,971 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,146,549 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,157,971 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $14,199 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $143 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,051,800 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,331,571 | 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 | $10,355 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,355 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $13,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $32,287 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $32,287 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $85 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $85 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $56,227 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,727 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $394,396 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $394,396 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $450,623 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $437,123 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,601,177 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,331,571 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $92,927 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,384,225 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,384,225 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,597,909 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,598,002 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,395,155 | CorporateStockBOYAmt |
| Corporate Stock EOY | $100,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $100,000 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $100,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $100,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $100,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,588,082 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,182,134 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,182,227 | 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 | $8,588,082 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,182,134 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,588,082 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,182,134 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,588,082 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,182,134 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,588,082 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,601,177 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,189,259 | SubtotalAmt |
| Other Decreases | $7,125 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,182,134 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2008-05-09 | AcquiredDt |
| Sold | 2019-12-31 | SoldDt |
| Gross Sales Price | $16,146,549 | GrossSalesPriceAmt |
| Cost Or Other Basis | $14,988,578 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,157,971 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,157,971 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,157,971 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $925,270 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,846,375 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.104593 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $533,303 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,267,961 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064502 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,890,457 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,665,643 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.333670 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,730,097 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,802,016 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.642897 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $247,100 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,705,908 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043306 | DistributionYr5Rt |
| Total Distribution | 1.188968 | TotalDistributionRt |
| Average Distribution | 0.237794 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,900,293 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,354,230 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,316 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,367,546 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $437,123 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,631 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26,631 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26,631 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,356 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $38,400 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $54,756 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $28,125 | OverpaymentAmt |
| Applied To ES Tax | $28,125 | 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 | MN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | 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 | JAMES A LAWRENCE | IndividualWithBooksNm |
| Phone | 6128255050 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4415 E LAKE HARRIET PARKWAY | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554194746 | 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES LAWRENCE | ||||||||
| 4415 E LAKE HARRIET PARKWAY | MINNEAPOLIS | MN | 554194746 | DIR, CHRMN, & PRES | 1.00 | $0 | $0 | $0 |
| MARY LAWRENCE | ||||||||
| 4415 E LAKE HARRIET PARKWAY | MINNEAPOLIS | MN | 554194746 | DIR, SECY, & TREAS | 1.00 | $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) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,657,634 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,293,425 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $100,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,051,059 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,051,059 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $150,766 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,900,293 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $495,015 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $495,015 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,631 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,631 | TotalTaxAmt |
| Distributable Before Adj | $468,384 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $468,384 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $468,384 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $437,123 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $437,123 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $437,123 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $468,384 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $3,453,668 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,668,109 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $136,335 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $497,777 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,755,889 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $437,123 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $437,123 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $31,261 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $31,261 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,724,628 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,724,628 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,422,407 | ExcessFromYear4Amt |
| Excess From Year3 | $1,668,109 | ExcessFromYear3Amt |
| Excess From Year2 | $136,335 | ExcessFromYear2Amt |
| Excess From Year1 | $497,777 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES LAWRENCE | ContributingManagerNm |
| Contributing Manager | MARY LAWRENCE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CATHOLIC CHARITIES OF ST PAUL AND MINNEAPOLIS | ||||||||
| 1200 2ND AVE S | MINNEAPOLIS | MN | 55403 | N/A | PC | OPERATING | $5,000 | |
| COMMITTEE FOR ECONOMIC DEVELOPMENT | ||||||||
| 1530 WILSON BOULEVARD 400 | ARLINGTON | VA | 22209 | N/A | PC | OPERATING | $5,000 | |
| FOLGER SHAKESPEARE LIBRARY | ||||||||
| 201 EAST CAPITOL ST SE | WASHINGTON | DC | 20003 | N/A | PC | OPERATING | $5,000 | |
| GLOBAL MINNESOTA | ||||||||
| 1901 UNIVERSITY AVE SE | MINNEAPOLIS | MN | 55414 | N/A | PC | OPERATING | $27,801 | |
| GUTHRIE THEATRE FOUNDATION | ||||||||
| 818 S 2ND STREET | MINNEAPOLIS | MN | 55415 | N/A | PC | OPERATING | $29,500 | |
| HARLEM LACROSSE | ||||||||
| 8 WEST 126TH STREET | NEW YORK | NY | 10027 | N/A | PC | OPERATING | $2,000 | |
| HENNEPIN THEATRE TRUST | ||||||||
| 900 HENNEPIN AVE | MINNEAPOLIS | MN | 55403 | N/A | PC | OPERATING | $2,500 | |
| HUMANE SOCIETY OF US | ||||||||
| 1255 23RD ST NW SUITE 450 | WASHINGTON | DC | 20037 | N/A | PC | OPERATING | $5,000 | |
| MINNESOTA ORCHESTRAL ASSOCIATION | ||||||||
| 1111 NICOLLET MALL | MINNEAPOLIS | MN | 55403 | N/A | PC | OPERATING | $58,050 | |
| MINNESOTA POST | ||||||||
| 900 6TH AVENUE SE SUITE 220 | MINNEAPOLIS | MN | 55414 | N/A | PC | OPERATING | $10,000 | |
| ONEVILLAGE PARTNERS | ||||||||
| 2104 STEVENS AVENUE SOUTH | MINNEAPOLIS | MN | 55404 | N/A | PC | OPERATING | $30,000 | |
| PLYMOUTH CONGREGATIONAL CHURCH | ||||||||
| 1900 NICOLLET AVE | MINNEAPOLIS | MN | 55403 | N/A | PC | OPERATING | $75,000 | |
| PROOF ALLIANCE | ||||||||
| 2233 UNIVERSITY AVE W | ST PAUL | MN | 55114 | N/A | PC | OPERATING | $10,000 | |
| UNIVERSITY OF MN FOUNDATION | ||||||||
| 200 OAK STREET SE SUITE 500 | MINNEAPOLIS | MN | 55455 | N/A | PC | OPERATING | $10,000 | |
| YALE UNIVERSITY | ||||||||
| PO BOX 208239 | NEW HAVEN | CT | 06520 | N/A | PC | OPERATING | $25,200 | |
| ORDWAY CENTER FOR THE PERFORMING ARTS | ||||||||
| 345 WASHINGTON STREET | ST PAUL | MN | 55102 | N/A | PC | OPERATING | $9,000 | |
| DANA FARBER CANCER INSTITUTE | ||||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | N/A | PC | OPERATING | $10,000 | |
| CHANGE IT FORWARD FOUNDATION-TANZANIA | ||||||||
| PO BOX 24125 | EDINA | MN | 55424 | N/A | PC | OPERATING | $3,500 | |
| MINNEHAHA ACADEMY | ||||||||
| 3100 WEST RIVER PARKWAY | MINNEAPOLIS | MN | 55406 | N/A | PC | OPERATING | $5,000 | |
| THE FUND FOR JOHNS HOPKINS MEDICINE DEPARTMENT OF NEUROSURGERY | ||||||||
| 550 NORTH BROADWAY 7TH FLOOR STE | BALTIMORE | MD | 21205 | N/A | PC | OPERATING | $10,000 | 722 |
| PACER CENTER | ||||||||
| 8161 NORMANDALE BLVD | MINNEAPOLIS | MN | 55437 | N/A | PC | OPERATING | $5,000 | |
| AMERICAN ASSOCIATION OF UNIVERSITY WOMEN | ||||||||
| 1310 L ST NW STE 1000 | WASHINGTON | DC | 20005 | N/A | PC | OPERATING | $5,000 | |
| PLANNED PARENTHOOD | ||||||||
| 671 VANDALIA ST | ST PAUL | MN | 55114 | N/A | PC | OPERATING | $5,000 | |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | N/A | PC | OPERATING | $5,000 | |
| WELLESLEY COLLEGE | ||||||||
| 106 CENTRAL ST | WELLESLEY | MA | 02481 | N/A | PC | OPERATING | $1,000 | |
| FAIRVOTE MINNESOTA | ||||||||
| 550 VANDALIA ST | ST PAUL | MN | 55114 | N/A | PC | OPERATING | $500 | |
| WALKER METHODIST FOUNDATION | ||||||||
| 3737 BRYANT AVENUE SOUTH | MINNEAPOLIS | MN | 55409 | N/A | PC | OPERATING | $5,000 | |
| VOCALESSENCE | ||||||||
| 1900 NICOLLET AVE | MINNEAPOLIS | MN | 55403 | N/A | PC | OPERATING | $25,000 | |
| MINNESOTA ACADEMY OF OPHTHALMOLOGY | ||||||||
| 4190 VINEWOOD LANE N STE 111-220 | MINNEAPOLIS | MN | 55442 | N/A | PC | OPERATING | $5,345 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $394,396 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $173,457 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,199 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,157,971 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,345,627 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,345,627 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES AND MARY LAWRENCE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4415 E LAKE HARRIET PARKWAY | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554194746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $975,945 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 20,620 SHARES OF AVNET, INC. (AVT) | NoncashPropertyDesc |
| Fair Market Value | $975,945 | FairMarketValueAmt |
| Received | 2019-05-02 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,355 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,355 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | NEURORX CORPORATE STOCK | StockNm |
| EOY Book Value | $100,000 | EOYBookValueAmt |
| EOYFMV | $100,000 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,597,909 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $6,598,002 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NEURORX, INC. | Desc |
| BOY Book Value | $100,000 | BOYBookValueAmt |
| EOY Book Value | $100,000 | EOYBookValueAmt |
| EOYFMV | $100,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX TIMING DIFFERENCES - OTHER DECREASES | Desc |
| Amt | $7,125 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE FEES | Desc |
| Revenue And Expenses Per Books | $85 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $85 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MORGAN STANLEY #3488 NON-DIVIDEND DISTRIBUTION | $14,056 | $0 | $14,056 |
| MORGAN STANLEY #3488 OTHER INCOME | $143 | $143 | $143 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2018 EXTENSION PAYMENT | CategoryTxt |
| Amt | $13,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |