LAWRENCE FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LAWRENCE FAMILY FOUNDATION (EIN 13-3935895)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201923189349102482
- Schema version
- 2018v3.1
- 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
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T14:41:40-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-11-06 | 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 | 2019-11-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 23.25.153.169 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-06 | IPDt |
| IP Tm | 11:17:15 | 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 | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,214,884 | 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 | $1,971,511 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $234,682 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $234,682 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $525,349 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,399,961 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $525,349 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,731,542 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $760,031 | 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 | $20,270 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $20,270 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $477 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $477 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $34,762 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $18,737 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $18,393 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $18,393 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,469 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,469 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $78,371 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,737 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $43,634 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $881,636 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $881,636 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $960,007 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,737 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $925,270 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,771,535 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $741,294 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,272,605 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $92,927 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $92,927 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $50,000 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $4,393,741 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,395,155 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,021,957 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $100,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $100,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $100,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,816,346 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,588,082 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,214,884 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $6,816,346 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,588,082 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,816,346 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,588,082 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,816,346 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,588,082 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,816,346 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,771,535 | ExcessRevenueOverExpensesAmt |
| Other Increases | $201 | OtherIncreasesAmt |
| Subtotal | $8,588,082 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,588,082 | 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 | 2015-06-03 | AcquiredDt |
| Sold | 2018-01-05 | SoldDt |
| Gross Sales Price | $2,399,961 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,874,612 | CostOrOtherBasisAmt |
| Gain Or Loss | $525,349 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $525,349 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $525,349 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $533,303 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,267,961 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.064502 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,890,457 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,665,643 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.333670 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,730,097 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,802,016 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.642897 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $247,100 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,705,908 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043306 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $205,390 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,185,068 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049077 | DistributionYr5Rt |
| Total Distribution | 1.133452 | TotalDistributionRt |
| Average Distribution | 0.226690 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,846,375 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,005,385 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,413 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,012,798 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $925,270 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,826 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,826 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,826 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,682 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $13,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $31,182 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $16,356 | OverpaymentAmt |
| Applied To ES Tax | $16,356 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 | $6,693,440 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,187,651 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $100,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,981,091 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,981,091 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $134,716 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,846,375 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $442,319 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $442,319 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,826 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,826 | TotalTaxAmt |
| Distributable Before Adj | $427,493 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $427,493 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $427,493 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $925,270 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $925,270 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $925,270 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $427,493 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $3,453,668 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,668,109 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $136,335 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,258,112 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $925,270 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $427,493 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $497,777 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,755,889 | 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 | $5,755,889 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $3,453,668 | ExcessFromYear3Amt |
| Excess From Year2 | $1,668,109 | ExcessFromYear2Amt |
| Excess From Year1 | $136,335 | ExcessFromYear1Amt |
| Excess From Current Year | $497,777 | ExcessFromCurrentYearAmt |
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 (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ABBOTT NORTHWESTERN HOSPITAL FOUNDATION | |||||||||||
| 800 E 28TH ST 1750 | MINNEAPOLIS | MN | 55407 | N/A | PC | OPERATING | $5,000 | ||||
| BROWN UNIVERSITY | |||||||||||
| PO BOX 1925 | PROVIDENCE | RI | 02912 | N/A | PC | OPERATING | $50,000 | ||||
| COMMITTEE FOR ECONOMIC DEVELOPMENT | |||||||||||
| 1530 WILSON BOULEVARD 400 | ARLINGTON | VA | 22209 | N/A | PC | OPERATING | $5,000 | ||||
| GLOBAL MINNESOTA (PKA MINNESOTA INTERNATIONAL CENTER) | |||||||||||
| 1901 UNIVERSITY AVE SE | MINNEAPOLIS | MN | 55414 | N/A | PC | OPERATING | $11,256 | ||||
| KENT SCHOOL | |||||||||||
| PO BOX 2006 | KENT | CT | 06757 | N/A | PC | OPERATING | $100,000 | ||||
| MINNESOTA ORCHESTRAL ASSOCIATION | |||||||||||
| 1111 NICOLLET MALL | MINNEAPOLIS | MN | 55403 | N/A | PC | OPERATING | $22,450 | ||||
| MINNESOTA POST | |||||||||||
| 900 6TH AVENUE SE SUITE 220 | MINNEAPOLIS | MN | 55414 | N/A | PC | OPERATING | $5,000 | ||||
| ONEVILLAGE PARTNERS | |||||||||||
| 2104 STEVENS AVENUE SOUTH | MINNEAPOLIS | MN | 55404 | N/A | PC | OPERATING | $25,000 | ||||
| UNIVERSITY OF MN FOUNDATION | |||||||||||
| 200 OAK STREET SE SUITE 500 | MINNEAPOLIS | MN | 55455 | N/A | PC | OPERATING | $30,000 | ||||
| YALE UNIVERSITY | |||||||||||
| PO BOX 208239 | NEW HAVEN | CT | 06520 | N/A | PC | OPERATING | $500,000 | ||||
| AMERICAN CANCER SOCIETY | |||||||||||
| 300 N 2ND ST STE 1001 | HARRISBURG | PA | 17101 | N/A | PC | OPERATING | $1,000 | ||||
| BULLDOGS ON THE LAKE | |||||||||||
| 332 MINNESOTA ST SUITE W1360 | ST PAUL | MN | 55101 | N/A | PC | OPERATING | $15,000 | ||||
| CATHOLIC CHARITIES OF ST PAUL AND MINNEAPOLIS | |||||||||||
| 1200 2ND AVE S | MINNEAPOLIS | MN | 55403 | N/A | PC | OPERATING | $5,000 | ||||
| COURAGE KENNY FOUNDATION | |||||||||||
| 3915 GOLDEN VALLEY RD | MINNEAPOLIS | MN | 55422 | N/A | PC | OPERATING | $25,000 | ||||
| DIABETES ACTION RESEARCH AND EDUCATION FOUNDATION | |||||||||||
| 6701 DEMOCRACY BLVD SUITE 300 | BETHESDA | MD | 20817 | N/A | PC | OPERATING | $5,000 | ||||
| FOLGER SHAKESPEARE LIBRARY | |||||||||||
| 201 EAST CAPITOL ST SE | WASHINGTON | DC | 20003 | N/A | PC | OPERATING | $5,000 | ||||
| GUTHRIE THEATRE FOUNDATION | |||||||||||
| 818 S 2ND STREET | MINNEAPOLIS | MN | 55415 | N/A | PC | OPERATING | $5,000 | ||||
| HARLEM LACROSSE | |||||||||||
| PO BOX 708 | NEW YORK | NY | 10030 | N/A | PC | OPERATING | $2,930 | ||||
| HENNEPIN THEATRE TRUST | |||||||||||
| 900 HENNEPIN AVE | MINNEAPOLIS | MN | 55403 | N/A | PC | OPERATING | $10,000 | ||||
| HUMANE SOCIETY OF US | |||||||||||
| 1255 23RD ST NW SUITE 450 | WASHINGTON | DC | 20037 | N/A | PC | OPERATING | $1,000 | ||||
| K-9 LIFESAVERS | |||||||||||
| 259 THORNY POINT ROAD | STAFFORD | VA | 22554 | N/A | PC | OPERATING | $1,000 | ||||
| MOFAS | |||||||||||
| 2233 UNIVERSITY AVE W | ST PAUL | MN | 55114 | N/A | PC | OPERATING | $5,000 | ||||
| PEACEHEALTH SOUTHWEST MEDICAL CENTER FOUNDATION | |||||||||||
| PO BOX 1600 | VANCOUVER | WA | 98668 | N/A | PC | OPERATING | $1,000 | ||||
| PLAYWORKS | |||||||||||
| 2610 UNIVERSITY AVE W SUITE 350 | ST PAUL | MN | 55114 | N/A | PC | OPERATING | $2,000 | ||||
| PLYMOUTH CONGREGATIONAL CHURCH | |||||||||||
| 1900 NICOLLET AVE | MINNEAPOLIS | MN | 55403 | N/A | PC | OPERATING | $25,000 | ||||
| PROOF ALLIANCE | |||||||||||
| 2233 UNIVERSITY AVE W | ST PAUL | MN | 55114 | N/A | PC | OPERATING | $4,000 | ||||
| DANS FUND FOR BURNS | |||||||||||
| N/A | NC | OPERATING | $10,000 | WILLOW HOUSE 9 ORCHARD RD SHALFORD | SURREY | UK | GU4 8ER | ||||
| WASHBURN CENTER FOR CHILDREN | |||||||||||
| 1100 GLENWOOD AVE | MINNEAPOLIS | MN | 55405 | N/A | PC | OPERATING | $5,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $881,636 | 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 | $234,682 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $525,349 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $760,031 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $760,031 | 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 | $2,642,520 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 146,400 SHARES OF INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA ADR (ICAGY) | NoncashPropertyDesc |
| Fair Market Value | $2,642,520 | FairMarketValueAmt |
| Received | 2018-07-16 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $20,270 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,270 | 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 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANS FUND FOR BURNS | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WILLOW HOUSE 9 ORCHARD RD | AddressLine1Txt |
| City | SHALFORD SURREY | CityNm |
| Country | UK | CountryCd |
| Foreign Postal | GU4 8ER | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2018-01-05 | GrantDt |
| Grant | $10,000 | GrantAmt |
| Purpose Of Grant | TO SUPPORT GENERAL OPERATIONS, INCLUDING DANS FUND FOR BURNS' MISSION TO PROVIDE A SWIFT AND PRACTICAL SUPPORT FOR BURN SURVIVORS IN NEED. | PurposeOfGrantTxt |
| Expended By Grantee | $10,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE TO THE KNOWLEDGE OF THE GRANTOR. | AnyDiversionByGranteeTxt |
| Verification | 2018-01-29 | VerificationDt |
| Results Of Verification | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GENERAL MILLS INC | $917,281 | $973,500 |
| NEURORX CORPORATE STOCK | $100,000 | $100,000 |
| JP MORGAN CHASE & CO | $992,849 | $1,464,300 |
| INTERNATIONAL CONS AIRLS GRP | $2,971,351 | $3,461,097 |
| AT&T INC | $482,884 | $428,100 |
| B&G FOODS INC | $483,803 | $462,560 |
| FORD MOTOR CO NEW | $494,468 | $340,425 |
| NATIONAL GRID PLC SPON ADR | $489,747 | $407,830 |
| PRUDENTIAL FINANCIAL INC | $487,363 | $415,905 |
| US BANCORP COM NEW | $488,555 | $434,150 |
| VERIZON COMMUNICATIONS | $486,854 | $534,090 |
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 Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE FEES | Desc |
| Revenue And Expenses Per Books | $4,469 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,469 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX TIMING DIFFERENCE - DIVIDEND INCOME | Desc |
| Amt | $201 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $477 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $477 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $18,737 | $18,737 | $0 |
| 2017 EXTENSION PAYMENT | $16,000 | $0 | $0 |
| ATTORNEY GENERAL FILING FEE | $25 | $0 | $25 |