LAWSON CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LAWSON CHARITABLE FOUNDATION (EIN 87-6532521)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202513169349101316
- Schema version
- 2024v5.2
- 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
- Schedule B
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T08:49:02-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 EXCHANGE STREET SUITE 9-100 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 876532521 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAWSON CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAWS | BusinessNameControlTxt |
| Phone | 4013691509 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 54 KETTLE POINT AVE UNIT 54 | AddressLine1Txt |
| City | EAST PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02914 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHY LAWSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4013691509 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD PIERONI | PreparerPersonNm |
| PTIN | P00189634 | PTIN |
| Phone | 4014214800 | PhoneNum |
| Preparation | 2025-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,300,247 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,510,991 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $184,248 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $184,248 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,159,375 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,072,743 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,159,375 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,650 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,856,264 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,343,623 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $22,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $22,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,555 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,555 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $65,462 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $65,462 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,716 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $94,733 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $65,462 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,555 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $215,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $215,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $309,733 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $65,462 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $238,555 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,546,531 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,278,161 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $481,174 | CashBOYAmt |
| Cash EOY | $47,742 | CashEOYAmt |
| Cash EOYFMV | $47,742 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $247,535 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $247,535 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,894,218 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,436,118 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,321,785 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,963,166 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,565,943 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,683,185 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,338,558 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,297,338 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,300,247 | 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 | $7,338,558 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,297,338 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,338,558 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,297,338 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,338,558 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,297,338 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,338,558 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,546,531 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,885,089 | SubtotalAmt |
| Other Decreases | $587,751 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,297,338 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $6,051,660 | $4,913,368 | $1,138,292 | $1,138,292 |
| CAPITAL GAIN DISTRIBUTION | $21,083 | $21,083 | $21,083 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,159,375 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,766 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,766 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,766 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,108 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $14,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $24,108 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $289 | EsPenaltyAmt |
| Overpayment | $6,053 | OverpaymentAmt |
| Applied To ES Tax | $6,053 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | RI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | LAWSONCHARITABLEFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4013691509 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 54 KETTLE POINT AVE UNIT 54 | AddressLine1Txt |
| City | EAST PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02914 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| THOMAS A LAWSON | ||||||||
| 54 KETTLE POINT AVE UNIT 54 | EAST PROVIDENCE | RI | 02914 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| CATHY M LAWSON | ||||||||
| 54 KETTLE POINT AVE UNIT 54 | EAST PROVIDENCE | RI | 02914 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 830269 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75283 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $56,642 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $11,256,409 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $435,754 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,692,163 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,692,163 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $175,382 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,516,781 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $575,839 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $575,839 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,766 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,766 | TotalTaxAmt |
| Distributable Before Adj | $558,073 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $558,073 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $558,073 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $238,555 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $238,555 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $558,073 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $213,668 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $238,555 | QualifyingDistributionsAmt |
| Applied To Year1 | $213,668 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,887 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $533,186 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS A LAWSON | ContributingManagerNm |
| Contributing Manager | CATHY M LAWSON | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CATHY TOM LAWSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 54 KETTLE POINT AVE UNIT 54 | AddressLine1Txt |
| City | EAST PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02914 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4013691509 | RecipientPhoneNum |
| Recipient Email Address | FOUNDATION75093@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE GENERAL EXPLANATION - STATEMENT 10 FOR FULL GRANT REQUEST DETAILS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE HTTPS://LAWSONCHARITABLEFOUNDATION.ORG/FOR-GRANT-SEEKERS FOR DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONPROFIT STATUS: APPLICANTS MUST BE A REGISTERED 501(C)(3) NONPROFIT ORGANIZATION IN GOOD STANDING WITH THE IRS FOR THREE OR MORE CONSECUTIVE YEARS. ALIGNMENT WITH MISSION: PROJECTS MUST ALIGN WITH THE FOUNDATION'S CORE MISSION AND GIVING AREAS AS OUTLINED IN OUR GIVING AREAS. GEOGRAPHIC FOCUS: PRIORITY WILL BE GIVEN TO ORGANIZATIONS AND PROJECTS SERVING THOSE THROUGHOUT NEW ENGLAND, THOUGH EXCEPTIONAL PROJECTS OUTSIDE THIS AREA MAY BE CONSIDERED. SUSTAINABILITY: PROJECTS SHOULD HAVE A PLAN FOR LONG-TERM SUSTAINABILITY BEYOND THE GRANT PERIOD. REPORTING AND ACCOUNTABILITY: GRANTEES MUST AGREE TO SUBMIT A GRANT REPORT AS OUTLINED HERE. WHAT WE DO NOT FUND: INDIVIDUALS; GENERAL CAPITAL/CAPACITY CAMPAIGNS; SPECIFIC, MISSION-ALIGNED PROJECTS MAY BE CONSIDERED, ENDOWMENTS; SCHOLARSHIPS; MULTI-YEAR PLEDGES; RELIGIOUS ORGANIZATIONS; POLITICAL CAMPAIGNS OR LOBBYING; GOVERNMENT AGENCIES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANDRUZZI FOUNDATION | |||||||
| 49 PLAIN STREET 500 | NORTH ATTLEBORO | MA | 02760 | N/A | PC | GENERAL SUPPORT | $50,000 |
| CABIN IN THE WOODS INC | |||||||
| 94 MANCHESTER LN | VILLA RICA | GA | 30180 | N/A | PC | GENERAL SUPPORT | $25,000 |
| CHILDRENS FRIEND | |||||||
| 153 SUMMER STREET | PROVIDENCE | RI | 02903 | N/A | PC | GENERAL SUPPORT | $25,000 |
| HOMES FOR OUR TROOPS | |||||||
| 6 MAIN STREET | TAUNTON | MA | 02780 | N/A | PC | GENERAL SUPPORT | $25,000 |
| HOPE FOR WARRIORS | |||||||
| 8003 FORBES PLACE | SPRINGFIELD | VA | 22151 | N/A | PC | GENERAL SUPPORT | $25,000 |
| IZZY FOUNDATION | |||||||
| PO BOX 2326 | PROVIDENCE | RI | 02906 | N/A | PC | GENERAL SUPPORT | $10,000 |
| MEETING STREET | |||||||
| 1000 EDDY ST | PROVIDENCE | RI | 02905 | N/A | PC | GENERAL SUPPORT | $25,000 |
| OPERATION STAND DOWN | |||||||
| 1125 12TH AVENUE SOUTH | NASHVILLE | TN | 372034709 | N/A | PC | GENERAL SUPPORT | $20,000 |
| THE AUTISM PROJECT | |||||||
| 1516 ATWOOD AVE | JOHNSTON | RI | 02919 | N/A | PC | GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $215,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $184,248 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,159,375 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,650 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,345,273 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,345,273 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | THOMAS AND CATHY LAWSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 54 KETTLE POINT AVE UNIT 54 | AddressLine1Txt |
| City | EAST PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02914 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,510,991 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $2,510,991 | FairMarketValueAmt |
| Received | 2024-02-06 | ReceivedDt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART XIV LINE 2B, INFORMATION REGARDING CONTRIBUTION, GRANT, ETC PROGRAMS: | FormAndLineReferenceDesc |
| Medium Explanation | 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 PARAGRAPHS. - EVALUATION AND IMPACT: DISCUSS YOUR EVALUATION CRITERIA AND METHODS, THIS SECTION SHOULD INCLUDE EXPECTED OUTCOMES AND A BRIEF STATEMENT ON DISSEMINATION WHERE APPLICABLE. THIS SECTION SHOULD BE NO MORE THAN 1-2 PARAGRAPHS. - ORGANIZATIONAL QUALIFICATIONS/PARTNERS/STAKEHOLDERS: INCLUDE INFORMATION ON WHO IS LEADING THE PROJECT, THEIR QUALIFICATIONS, AND PARTNER ORGANIZATIONS/STAKEHOLDERS THAT WILL BE INVOLVED. NO MORE THAN 2 PARAGRAPHS. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EMERGING MARKETS | $684,219 | $848,994 |
| INTERNATIONAL DEVELOPED | $1,077,216 | $1,259,153 |
| US LARGE CAP | $2,663,436 | $3,900,341 |
| US MID CAP | $1,614,548 | $1,871,501 |
| US SMALL CAP | $1,396,699 | $1,441,796 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARES STRATEGIC INCOME FUND | AT COST | $366,507 | $370,382 |
| BLUE OWL REAL ESTATE NET LEASE TRUST | AT COST | $363,217 | $365,486 |
| HEDGE FUNDS | AT COST | $1,836,219 | $1,947,317 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO REFLECT DONATED STOCK RECEIVED AT TAX BASIS | Desc |
| Amt | $587,751 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS REFUND | Desc |
| Revenue And Expenses Per Books | $1,650 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,650 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $65,462 | Amt |
| Net Investment Income | $65,462 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $5,716 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |