LAWSON FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LAWSON FAMILY CHARITABLE FOUNDATION (EIN 36-4199442)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202443169349102879
- Schema version
- 2023v5.1
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-11T20:46:35-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 E 53RD STREET SUITE 110 | AddressLine1Txt |
| City | DAVENPORT | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52807 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364199442 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAWSON FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O JOHN K LAWSON | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAWS | BusinessNameControlTxt |
| Phone | 3092690898 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13146 COASTAL LINKS CT | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33908 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN K LAWSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3094961456 | PhoneNum |
| Signature | 2024-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JILL E LUNDIE | PreparerPersonNm |
| PTIN | P00532038 | PTIN |
| Phone | 5633224415 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,726,759 | 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 | $220,952 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $53,467 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $53,467 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $53,467 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $104,630 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $102,433 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $104,630 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $853,375 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,954,996 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $853,375 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,232,424 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,009,275 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $158,097 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,730 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,902 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,902 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $24,420 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $24,420 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,513 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,498 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $4,000 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36,090 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $36,090 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $169 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $78,655 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $72,910 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $4,169 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $341,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $341,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $419,655 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $72,910 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $4,169 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $341,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $812,769 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $936,365 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $153,928 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $805,253 | CashBOYAmt |
| Cash EOY | $303,732 | CashEOYAmt |
| Cash EOYFMV | $303,732 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,565,194 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,829,746 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,423,027 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,370,447 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,133,478 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,726,759 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $94,113 | CapitalStockBOYAmt |
| Capital Stock EOY | $94,113 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,276,334 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,039,365 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,370,447 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,133,478 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,370,447 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,133,478 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,370,447 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $812,769 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,183,216 | SubtotalAmt |
| Other Decreases | $49,738 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,133,478 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SCHWAB - 4335 | P | 2023-07-31 | 2023-12-31 | $706,966 | $704,745 | $2,221 | $2,221 |
| SCHWAB - 4335 | P | 2022-07-31 | 2023-12-31 | $1,903,192 | $1,591,845 | $311,347 | $311,347 |
| SCHWAB - 6219 | P | 2023-07-31 | 2023-12-31 | $122,810 | $105,137 | $17,673 | $17,673 |
| SCHWAB - 6219 | P | 2022-07-31 | 2023-12-31 | $562,854 | $261,814 | $301,040 | $301,040 |
| SCHWAB - 6219 | P | 2022-07-31 | 2023-12-31 | $52,006 | $767 | $51,239 | $51,239 |
| COOPER SQUARE FUND II | P | 2023-07-31 | 2023-12-31 | $23,555 | -$23,555 | -$23,555 | |
| COOPER SQUARE FUND II | P | 2022-07-31 | 2023-12-31 | $20,387 | -$20,387 | -$20,387 | |
| DOUBLE BLACK DIAMOND | P | 2020-01-01 | 2023-12-31 | $607,168 | $393,371 | $213,797 | $213,797 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $853,375 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$3,661 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,015 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,015 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,015 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,700 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $16,700 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $58 | EsPenaltyAmt |
| Overpayment | $3,627 | OverpaymentAmt |
| Applied To ES Tax | $3,627 | 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 | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | JOHN LAWSON | IndividualWithBooksNm |
| Phone | 3092690898 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13146 COASTAL LINKS CT | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33908 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN K LAWSON | ||||||||
| 13146 COASTAL LINKS CT | FORT MYERS | FL | 33908 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| SUZANNE D LAWSON | ||||||||
| 13146 COASTAL LINKS CT | FORT MYERS | FL | 33908 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ROBERT JLAWSON | ||||||||
| 859 LINCON AVE | PALO ALTO | CA | 94301 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JENNIFER SCAVINS | ||||||||
| 1002 IOWA DRIVE | LECLAIRE | IA | 52753 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ANN L REED | ||||||||
| 1637 GARRETT AVE | CLINTON | IA | 52732 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,214,392 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $554,493 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,768,885 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,768,885 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $101,533 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,667,352 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $333,368 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $333,368 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,015 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,015 | TotalTaxAmt |
| Distributable Before Adj | $320,353 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $320,353 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $320,353 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $341,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $341,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $320,353 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $340,897 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $341,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $340,897 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $103 | 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 | $320,250 | 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 | JOHN K LAWSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BENJAMIN'S HOPE | |||||||
| 15468 RILEY STREET | HOLLAND | MI | 49424 | N/A | PC | SUPPORT FOR CHILDREN AND FAMILIES AFFECTED BY AUTISM | $10,000 |
| DOWNTOWN STREETS TEAM | |||||||
| 1671 THE ALAMEDA 301 | SAN JOSE | CA | 95126 | N/A | PC | SUPPORT OF PROGRAMS | $2,000 |
| FISH OF SANIBEL CAPTIVA INC | |||||||
| 2430 B PERIWINKLE WAY | SANIBEL | FL | 33957 | N/A | PC | GENERAL FUND | $20,000 |
| HABITAT FOR HUMANITY | |||||||
| 1288 N TAMIAMI TRL | NORTH FORT MYERS | FL | 33903 | N/A | PC | GENERAL FUND | $5,000 |
| HAND IN HAND | |||||||
| 3860 MIDDLE ROAD | BETTENDORF | IA | 52722 | N/A | PC | EDUCATIONAL | $25,000 |
| HEIGHTS FOUNDATION | |||||||
| 15570 HAGIE DRIVE | FORT MYERS | FL | 33908 | N/A | PC | GENERAL FUND | $15,000 |
| IOWA STATE UNIVERSITY CYCLONE CLUB | |||||||
| 1800 S FORTH ST | AMES | IA | 50011 | N/A | PC | EDUCATIONAL OPPORTUNITIES | $7,500 |
| IOWA STATE UNIVERSITY FOUNDATION | |||||||
| 2505 UNIVERSITY DRIVE | AMES | IA | 50010 | N/A | PC | GREATER UNIVERSITY FUND | $110,000 |
| KAPPA ALPHA THETA FOUNDATION | |||||||
| 8740 FOUNDERS ROAD | INDIANAPOLIS | IN | 46268 | N/A | PC | SCHOLARSHIPS, GRANTS TO ATTEND LEADERSHIP PROGRAMS | $3,000 |
| LEE COUNTY UNITED WAY | |||||||
| 7273 CONCOURSE DRIVE | FORT MYERS | FL | 33908 | N/A | PC | GENERAL FUND | $40,000 |
| LET'S TALK ABOUT CHILDREN | |||||||
| 6773 CANTON DRIVE | FORT MYERS | FL | 33966 | N/A | PC | SUPPORT OF PROGRAMS | $5,000 |
| YOUTH HOPE | |||||||
| 3928 12TH AVE | MOLINE | IL | 61265 | N/A | PC | GENERAL FUND | $5,000 |
| SANIBEL CAPTIVA CONSERVATION FOUNDATION | |||||||
| PO BOX 839 | SANIBEL | FL | 33957 | N/A | PC | CONSERVATION | $7,500 |
| SANIBEL CONGREGATIONAL CHURCH | |||||||
| 2050 PERIWINKLE WAY | SANIBEL | FL | 33957 | N/A | PC | SUPPORT OF PROGRAMS AND UPKEEP | $15,000 |
| SIGMA ALPHA EPSILON FRATERNITY FOUNDATION | |||||||
| 1856 SHERIDAN ROAD | EVANSTON | IL | 60201 | N/A | PC | EDUCATIONAL OPPORTUNITIES | $1,000 |
| THE LEGACY FOUNDATION AT SHELL POINT | |||||||
| 15010 SHELL POINT BLVD | FORT MYERS | FL | 33908 | N/A | PC | SUPPORT OF PROGRAMS | $25,000 |
| HUDSON STRONG FOUNDATION | |||||||
| 11 BRADLEY COURT | ELDRIGE | IA | 52478 | N/A | PC | GENERAL FUND | $5,000 |
| NEW KINGDOM TRAILRIDERS | |||||||
| 18929 81ST STREET | SHERRARD | IL | 61281 | N/A | PC | GENERAL FUND | $5,000 |
| RAINBOW ACRES | |||||||
| PO BOX 1326 | CAMP VERDE | AZ | 86322 | N/A | PC | GENERAL FUND | $21,000 |
| MY GEAR OUTREACH | |||||||
| 2824 NORTH 3RD STREET | CLINTON | IA | 52732 | N/A | PC | GENERAL FUND | $5,000 |
| MAGICAL BRIDGE FOUNDATION | |||||||
| 552 WAVERLY ST 200 | PALO ALTO | CA | 94301 | N/A | PC | GENERAL FUND | $2,000 |
| PAWSITIVE PERSPECTIVES ASSISTANCE | |||||||
| 9877 234TH STREET E | LAKEVILLE | MN | 55044 | N/A | PC | GENERAL FUND | $5,000 |
| LIFE SERVICES ALTERNATIVES | |||||||
| 260 W HAMILTON AVE | CAMPBELL | CA | 95008 | N/A | PC | GENERAL FUND | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $341,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,467 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $104,630 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $853,375 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,011,472 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,011,472 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| SUZANNE D LAWSON REVOCABLE TRUST | |||||||
| 1 | 13146 COASTAL LINKS CT | FORT MYERS | FL | 33908 | $40,000 | Yes (X) | |
| JOHN K LAWSON | |||||||
| 2 | 13146 COASTAL LINKS CT | FORT MYERS | FL | 33908 | $80,952 | Yes (X) | Yes (X) |
| LAWSON FAMILY TRUST | |||||||
| 3 | 859 LINCOLN AVENUE | PALO ALTO | CA | 94301 | $100,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | EQUITIES | NoncashPropertyDesc |
| Fair Market Value | $80,952 | FairMarketValueAmt |
| Received | 2023-02-07 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DELOITTE TAX LLP | CategoryTxt |
| Amt | $1,730 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SCHWAB - STOCKS | $4,238,647 | $5,172,745 |
| SEG PARTNERS II | $452,891 | $856,011 |
| COOPER SQURE FUND II | $389,853 | $445,009 |
| SEMPERVIRENS CAPITAL FUND | $368,766 | $569,673 |
| HUDSON BAY | $379,589 | $379,589 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $49,738 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $35,921 | $35,921 | $0 | $0 |
| COOPER SQUARE FUND II, LP OTHER LOSS | $169 | $169 | $169 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $4,902 | Amt |
| Net Investment Income | $4,902 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| LAWSON FAMILY TRUST | |||
| 859 LINCOLN AVENUE | PALO ALTO | CA | 94301 |
| JOHN K LAWSON | |||
| 13146 COASTAL LINKS CT | FORT MYERS | FL | 33908 |
| SUZANNE D LAWSON REVOCABLE TRUST | |||
| 13146 COASTAL LINKS CT | FORT MYERS | FL | 33908 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $7,498 | $7,498 | $0 | $0 |
| ILLINOIS DEPARTMENT OF REVENUE | $15 | $0 | $0 | $0 |
| PRIOR YEAR FEDERAL EXTENSION | $4,000 | $0 | $4,000 | $0 |
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