LAWRENCE FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LAWRENCE FAMILY FOUNDATION (EIN 13-3935895)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202443209349104714
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T12:40:27-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 471019942 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CREATIVE PLANNING TAX LLC | 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 | 2023-01-01 | 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 | 2024-11-11 | 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 | MARK L PIEPER CPA | PreparerPersonNm |
| PTIN | P00173720 | PTIN |
| Phone | 9525636800 | PhoneNum |
| Preparation | 2024-11-11 | PreparationDt |
| 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 | $13,837,342 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $419,873 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $419,873 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$820,063 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,190,173 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $25,734 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$374,456 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $419,873 | 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 | $595 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $595 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,150 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,150 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $94,136 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $94,136 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $49,630 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $49,630 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $146,511 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,780 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $94,731 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $537,970 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $537,970 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $684,481 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,780 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $632,701 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,058,937 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $368,093 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,983,610 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $393,602 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $393,602 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,000 | AcctRcvblAmt |
| Acct Rcvbl EOY | $1,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,000 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $1,988,047 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,594,594 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,594,594 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,076,166 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,848,146 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,848,146 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $14,047,823 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,837,342 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,837,342 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $29,416 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $29,416 | 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 | $14,018,407 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,837,342 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,018,407 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,837,342 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,047,823 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,837,342 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,018,407 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,058,937 | ExcessRevenueOverExpensesAmt |
| Other Increases | $877,872 | OtherIncreasesAmt |
| Subtotal | $13,837,342 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,837,342 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (72 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CVS HEALTH CORP COM | P | 2023-04-21 | 2023-12-27 | $92,917 | $89,113 | $3,804 | $3,804 |
| ROYALTY PHARMA PLC SHS CLASS A | P | 2023-04-21 | 2023-10-10 | $63,274 | $88,565 | -$25,291 | -$25,291 |
| US TSY NOTE | P | 2023-01-20 | 2023-02-28 | $1,000,000 | $995,899 | $4,101 | $4,101 |
| US TSY NOTE | P | 2022-09-22 | 2023-04-21 | $995,840 | $984,607 | $11,233 | $11,233 |
| US TSY NOTE | P | 2023-01-20 | 2023-02-28 | $1,000,000 | $998,438 | $1,562 | $1,562 |
| US TSY NOTE | P | 2023-01-23 | 2023-05-31 | $1,000,000 | $992,961 | $7,039 | $7,039 |
| VERISON COMMUNICATIONS | P | 2023-08-04 | 2023-12-13 | $97,177 | $90,203 | $6,974 | $6,974 |
| TOTALENERGIES SE SPONSORED ADS | P | 2021-11-22 | 2023-01-20 | $584,122 | $461,320 | $122,802 | $122,802 |
| US TSY NOTE | P | 2022-11-01 | 2023-01-03 | $1,000,000 | $995,572 | $4,428 | $4,428 |
| MARTELL DIAGNOSTIC | P | 2022-03-16 | 2023-12-31 | $100,000 | -$100,000 | -$100,000 | |
| IRON MOUNTAIN INC REIT | P | 2023-04-12 | 2023-05-12 | $1,393 | $933 | $460 | $460 |
| MONDELEZ INTERNATIONAL INC | P | 2023-04-12 | 2023-05-12 | $1,946 | $1,419 | $527 | $527 |
| WALGREENS BOOTS ALLIANCE INC | P | 2023-04-12 | 2023-05-12 | $365,250 | $602,444 | -$237,194 | -$237,194 |
| WELLTOWER INC REIT | P | 2023-04-12 | 2023-05-19 | $306,686 | $245,249 | $61,437 | $61,437 |
| NEWMONT CORP | P | 2023-04-12 | 2023-05-26 | $149,046 | $205,326 | -$56,280 | -$56,280 |
| JOHNSON & JOHNSON | P | 2023-04-12 | 2023-05-30 | $249,819 | $260,294 | -$10,475 | -$10,475 |
| KIMBERLY CLARK CORP | P | 2023-04-12 | 2023-05-30 | $249,820 | $245,445 | $4,375 | $4,375 |
| NOVARTIS AG SPONS ADR | P | 2023-04-12 | 2023-05-30 | $4,896 | $4,109 | $787 | $787 |
| JOHNSON & JOHNSON | P | 2023-04-12 | 2023-06-01 | $328,591 | $343,729 | -$15,138 | -$15,138 |
| KIMBERLY CLARK CORP | P | 2023-04-12 | 2023-06-01 | $358,104 | $357,756 | $348 | $348 |
| KRAFT HEINZ CO | P | 2023-04-12 | 2023-06-01 | $197,986 | $185,835 | $12,151 | $12,151 |
| KRAFT HEINZ CO | P | 2023-04-12 | 2023-06-02 | $410,260 | $384,321 | $25,939 | $25,939 |
| DOW INC | P | 2023-04-12 | 2023-06-06 | $204,491 | $259,812 | -$55,321 | -$55,321 |
| NEWMONT CORP | P | 2023-04-12 | 2023-06-06 | $290,137 | $397,453 | -$107,316 | -$107,316 |
| DOW INC | P | 2023-04-12 | 2023-06-08 | $277,280 | $342,627 | -$65,347 | -$65,347 |
| SPDR PORTFOLIO S&P 500 HIGH DIVIDEND | P | 2023-04-12 | 2023-06-13 | $513,909 | $546,156 | -$32,247 | -$32,247 |
| AMERICAN ELEC PWR INC | P | 2023-04-12 | 2023-06-22 | $199,650 | $197,758 | $1,892 | $1,892 |
| FIRSTENERGY CORP | P | 2023-04-12 | 2023-06-22 | $196,197 | $203,301 | -$7,104 | -$7,104 |
| VERIZON COMMUNICATIONS INC. | P | 2023-04-12 | 2023-06-26 | $195,759 | $309,984 | -$114,225 | -$114,225 |
| PROCTER & GAMBLE CO | P | 2023-04-12 | 2023-07-28 | $99,504 | $98,919 | $585 | $585 |
| LYONDELLBASELL INDUSTRIES NV | P | 2023-04-12 | 2023-07-31 | $50,238 | $47,358 | $2,880 | $2,880 |
| PROCTER & GAMBLE CO | P | 2023-04-12 | 2023-08-01 | $120,872 | $118,703 | $2,169 | $2,169 |
| LYONDELLBASELL INDUSTRIES NV | P | 2023-04-12 | 2023-08-07 | $150,001 | $143,453 | $6,548 | $6,548 |
| PROCTER & GAMBLE CO | P | 2023-04-12 | 2023-08-07 | $100,457 | $97,398 | $3,059 | $3,059 |
| OLD DOMINION FREIGHT LINE INC | P | 2023-04-12 | 2023-08-08 | $96,073 | $74,423 | $21,650 | $21,650 |
| FIRSTENERGY CORP | P | 2023-04-12 | 2023-08-11 | $99,628 | $111,816 | -$12,188 | -$12,188 |
| LYONDELLBASELL INDUSTRIES NV | P | 2023-04-12 | 2023-08-11 | $149,683 | $137,936 | $11,747 | $11,747 |
| CROWN CASTLE INC REIT | P | 2023-04-12 | 2023-08-15 | $99,553 | $145,443 | -$45,890 | -$45,890 |
| LYONDELLBASELL INDUSTRIES NV | P | 2023-04-12 | 2023-08-15 | $98,790 | $90,578 | $8,212 | $8,212 |
| ABBVIE INC | P | 2023-04-12 | 2023-08-21 | $75,291 | $77,511 | -$2,220 | -$2,220 |
| AMERICAN ELEC PWR INC | P | 2023-04-12 | 2023-08-21 | $74,757 | $79,693 | -$4,936 | -$4,936 |
| CROWN CASTLE INC REIT | P | 2023-04-12 | 2023-08-21 | $75,538 | $103,987 | -$28,449 | -$28,449 |
| PROCTER & GAMBLE CO | P | 2023-04-12 | 2023-08-21 | $76,195 | $76,092 | $103 | $103 |
| AT&T INC | P | 2023-04-12 | 2023-08-24 | $70,824 | $114,693 | -$43,869 | -$43,869 |
| PROCTER & GAMBLE CO | P | 2023-04-12 | 2023-08-28 | $100,199 | $99,680 | $519 | $519 |
| VERIZON COMMUNICATIONS INC. | P | 2023-04-12 | 2023-08-28 | $59,767 | $101,449 | -$41,682 | -$41,682 |
| ADOBE INC | P | 2023-04-12 | 2023-09-01 | $54,006 | $43,204 | $10,802 | $10,802 |
| AMERICAN EXPRESS CO | P | 2023-04-12 | 2023-09-15 | $74,085 | $73,522 | $563 | $563 |
| ABBVIE INC | P | 2023-04-12 | 2023-09-25 | $99,504 | $100,764 | -$1,260 | -$1,260 |
| CROWN CASTLE INC REIT | P | 2023-04-12 | 2023-10-05 | $92,023 | $135,642 | -$43,619 | -$43,619 |
| FIRST HORIZON CORP | P | 2023-04-12 | 2023-10-05 | $9,117 | $10,491 | -$1,374 | -$1,374 |
| SIMON PROPERTY GROUP INC REIT | P | 2023-04-12 | 2023-10-05 | $9,279 | $9,575 | -$296 | -$296 |
| CHUBB LTD | P | 2023-04-12 | 2023-10-11 | $79,732 | $76,399 | $3,333 | $3,333 |
| DANAHER CORP | P | 2023-04-12 | 2023-10-11 | $66,018 | $66,008 | $10 | $10 |
| PROCTER & GAMBLE CO | P | 2023-04-12 | 2023-10-11 | $71,035 | $75,331 | -$4,296 | -$4,296 |
| AMERICAN ELEC PWR INC | P | 2023-04-12 | 2023-10-12 | $99,919 | $113,848 | -$13,929 | -$13,929 |
| BCE INC | P | 2023-04-12 | 2023-10-12 | $16,945 | $21,454 | -$4,509 | -$4,509 |
| NNN REIT INC REIT | P | 2023-04-12 | 2023-10-12 | $1,215 | $1,542 | -$327 | -$327 |
| VERALTO CORPORATION | P | 2023-04-12 | 2023-10-13 | $48 | $55 | -$7 | -$7 |
| AT&T INC | P | 2023-04-12 | 2023-10-24 | $101,276 | $150,707 | -$49,431 | -$49,431 |
| VERALTO CORPORATION | P | 2023-04-12 | 2023-10-25 | $6,805 | $8,569 | -$1,764 | -$1,764 |
| EDWARDS LIFESCIENCES CORP | P | 2023-04-12 | 2023-10-27 | $73,021 | $87,107 | -$14,086 | -$14,086 |
| VERALTO CORPORATION | P | 2023-04-12 | 2023-11-16 | $74 | $89 | -$15 | -$15 |
| AMERICAN ELEC PWR INC | P | 2023-04-12 | 2023-11-21 | $115,667 | $126,497 | -$10,830 | -$10,830 |
| AVANGRID INC | P | 2023-04-12 | 2023-11-21 | $16,677 | $20,820 | -$4,143 | -$4,143 |
| PROCTER & GAMBLE CO | P | 2023-04-12 | 2023-11-21 | $55,160 | $55,547 | -$387 | -$387 |
| COMCAST CORP-CL A | P | 2023-04-12 | 2023-11-27 | $70,918 | $67,432 | $3,486 | $3,486 |
| BECTON DICKINSON | P | 2023-04-12 | 2023-12-12 | $29,166 | $31,349 | -$2,183 | -$2,183 |
| ARES CAPITAL CORP | P | 2023-04-12 | 2023-12-13 | $11,809 | $10,871 | $938 | $938 |
| MID-AMER APARTMENT COMM REIT | P | 2023-04-12 | 2023-12-13 | $21,418 | $22,807 | -$1,389 | -$1,389 |
| BECTON DICKINSON | P | 2023-04-12 | 2023-12-27 | $83,220 | $90,845 | -$7,625 | -$7,625 |
| CAPITAL GAINS DIVIDENDS | P | $116 | $116 | $116 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$820,063 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,116 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,116 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,116 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $298 | EsPenaltyAmt |
| Tax Due | $5,414 | TaxDueAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES A LAWRENCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $12,253,694 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,314,466 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,568,160 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,568,160 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $203,522 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,364,638 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $668,232 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $668,232 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,116 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,116 | TotalTaxAmt |
| Distributable Before Adj | $663,116 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $663,116 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $663,116 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $632,701 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $632,701 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $663,116 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $497,777 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $70,279 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $568,056 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $632,701 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $632,701 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $30,415 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $30,415 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $537,641 | 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 | $467,362 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $70,279 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $70,279 | 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 (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BROWN UNIVERSITY - LACROSS TEAM | |||||||
| 69 BROWN STREET | PROVIDENCE | RI | 02912 | N/A | PC | OPERATING | $5,000 |
| FOUNDATION OF AAO | |||||||
| PO BOX 51119 | LOS ANGELES | CA | 90051 | N/A | PC | OPERATING | $70,000 |
| GLOBAL MINNESOTA | |||||||
| 1901 UNIVERSITY AVE SE | MINNEAPOLIS | MN | 55414 | N/A | PC | OPERATING | $44,120 |
| KENT SCHOOL | |||||||
| 1 MACEDONIA RD | KENT | CT | 06757 | N/A | PC | OPERATING | $50,000 |
| MINNEAPOLIS REGIONAL CHAMBER DEVELOPMENT FOUNDATION | |||||||
| 81 SOUTH NINTH STREET NO 200 | MINNEAPOLIS | MN | 55402 | N/A | PC | OPERATING | $60,000 |
| MINNESOTA ORCHESTRAL ASSOCIATION | |||||||
| 1111 NICOLLET MALL | MINNEAPOLIS | MN | 55403 | N/A | PC | OPERATING | $55,000 |
| PROOF ALLIANCE | |||||||
| 2233 UNIVERSITY AVE W | ST PAUL | MN | 55114 | N/A | PC | OPERATING | $15,000 |
| SALVATION ARMY | |||||||
| 2445 PRIOR AVENUE N | ROSEVILLE | MN | 55113 | N/A | PC | OPERATING | $2,500 |
| UNIVERSITY OF MN FOUNDATION | |||||||
| 200 OAK STREET SE SUITE 500 | MINNEAPOLIS | MN | 55455 | N/A | PC | OPERATING | $150,000 |
| VOCAL ESSENCE | |||||||
| 1900 NICOLLET AVE | MINNEAPOLIS | MN | 55403 | N/A | PC | OPERATING | $5,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 205 | NEW HAVEN | CT | 06520 | N/A | PC | OPERATING | $26,350 |
| MOUNT HOLYOKE COLLEGE | |||||||
| 50 COLLEGE STREET | SOUTH HADLEY | MA | 01075 | N/A | PC | OPERATING | $45,000 |
| BERKELEY DIVIDNITY SCHOOL AT YALE | |||||||
| 409 PROSPECT STREET | NEW HAVEN | CT | 06511 | N/A | PC | OPERATING | $5,000 |
| HARLEM LACROSSE LA | |||||||
| 8 WEST 126TH STREET 3RD FLOOR | NEW YORK | NY | 10027 | N/A | PC | OPERATING | $4,000 |
| THE LAWRENCEVILLE SCHOOL | |||||||
| 2500 MAIN ST | LAWRENCEVILLE | NJ | 08648 | N/A | PC | OPERATING | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $537,970 | 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 | $419,873 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $25,734 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$820,063 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$400,190 | ExclusionAmt |
| Related Or Exempt Function Incm | $25,734 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$374,456 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $595 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $595 | 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 (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE | $131,725 | $131,725 |
| AMERICAN ELECTRIC POWER CO | $73,098 | $73,098 |
| AT&T INC | $143,133 | $143,133 |
| BANK OF AMERICA CORP BOND | $495,310 | $495,310 |
| CITIGROUP GLOBAL BOND | $496,640 | $496,640 |
| FIRSTENERGY CORP | $78,819 | $78,819 |
| LYONDELLBASELL | $155,931 | $155,931 |
| OTHER CORP BONDS | $1,045,054 | $1,045,054 |
| OTHER ETPS | $340,611 | $340,611 |
| OTHER MUTUAL FUNDS - OPEN | $726,766 | $726,766 |
| OTHER STOCKS | $6,658,544 | $6,658,544 |
| PROCTOR & GAMBLE | $38,833 | $38,833 |
| SPDR S & P 500 | $188,112 | $188,112 |
| VERIZON COMM | $128,180 | $128,180 |
| ABBVIE | $85,234 | $85,234 |
| AMERICAN ELECTRIC POWER CO | $53,605 | $53,605 |
| CONS STAPLES | $100,842 | $100,842 |
| COTERRA ENERGY | $51,040 | $51,040 |
| ENERGY SEL | $41,920 | $41,920 |
| FIRSTENERGY CORP | $100,815 | $100,815 |
| INVESCO | $322,701 | $322,701 |
| MEDTRONIC | $88,146 | $88,146 |
| WISDOM TREE | $48,255 | $48,255 |
| SPDR 500 ETF | $100,620 | $100,620 |
| VANGUARD MEGA CAP | $154,212 | $154,212 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,594,594 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,594,594 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CUSTODY FEES | Desc |
| Revenue And Expenses Per Books | $49,630 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $49,630 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $25,734 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $25,734 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX TIMING DIFFERENCES - OTHER INCREASES | Desc |
| Amt | $877,872 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VARIOUS CALLS | Desc |
| BOY Book Value | $29,416 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $2,150 | Amt |
| Net Investment Income | $2,150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments