THE LAWRENCE FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
THE LAWRENCE FAMILY FOUNDATION (EIN 81-3747610)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-03
IRS object ID
201831239349101258
Schema version
2017v2.3
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-03T14:58:07-04:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN475024213PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDREW K LASLIE CPA PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1130 OAK ST STE 6AddressLine1Txt
CityELLSWORTHCityNm
State AbbreviationMEStateAbbreviationCd
ZIP046051668ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN813747610EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LAWRENCE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLAWRBusinessNameControlTxt
Phone2073745137PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line159 KIDDER HILL ROADAddressLine1Txt
CityHOLDENCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04429ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDREW LASLIEPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2073745037PhoneNum
Signature2018-05-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREW K LASLIE CPAPreparerPersonNm
PTINP00448181PTIN
Phone2076696233PhoneNum
Preparation2018-05-03PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,120,657FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$532,500ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$203InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$203InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$24,256DividendsRevAndExpnssAmt
Dividends Net Invst Incm$24,256DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$16,724NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$161,017GrossSalesPriceAmt
Total Rev And Expnss$540,235TotalRevAndExpnssAmt
Total Net Invst Incm$24,459TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$10,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$10,000CompOfcrDirTrstNetInvstIncmAmt
Legal Fees Rev And Expnss$5,553LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$5,553LegalFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$12,722OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$12,722OtherProfFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$1,332OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,332OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$29,607TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$29,607TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$50,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$79,807TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$29,607TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$460,428ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$651,674SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$136,286SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$136,286SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$802,463CorporateStockBOYAmt
Corporate Stock EOY$1,617,496CorporateStockEOYAmt
Corporate Stock EOYFMV$1,823,588CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$160,783LandBldgEquipCostOrOtherBssAmt
Land EOY$160,783LandEOYAmt
Land EOYFMV$160,783LandEOYFMVAmt
Total Assets BOY$1,454,137TotalAssetsBOYAmt
Total Assets EOY$1,914,565TotalAssetsEOYAmt
Total Assets EOYFMV$2,120,657TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,454,137UnrestrictedBOYAmt
Unrestricted EOY$1,914,565UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,454,137TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,914,565TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,454,137TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,914,565TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,454,137TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$460,428ExcessRevenueOverExpensesAmt
Subtotal$1,914,565SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,914,565TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$13,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$0AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBELINDA LAWRENCEIndividualWithBooksNm
Phone2073745137PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line159 KIDDER HILL ROADAddressLine1Txt
CityHOLDENCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04429ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CLAUSTIN LAWRENCE
59 KIDDER HILL ROADHOLDENME04429PRESIDENT000.00$0$0$0
BELINDA LAWRENCE
59 KIDDER HILL ROADHOLDENME04429VICE PRESIDE000.00$0$0$0
ANDREW LASLIE
128 BROADWAYBANGORME04401TREASURER3.00$10,000$0$0
BRANDON LAWRENCE
890 MAIN ROADEDDINGTONME04428BOARD MEMBER000.00$0$0$0
DUSTIN LAWRENCE
1192 MAIN ROADEDDINGTONME04428BOARD MEMBER000.00$0$0$0
CLAUSTIN LAWRENCE
37 COMINS LANEEDDINGTONME04428BOARD MEMBER000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$13,000ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$13,000TotalExcessDistributionCyovAmt
Total Corpus$13,000TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$13,000ExcessDistriCyovToNextYrAmt
Excess From Year1$13,000ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BLUE HILL PUBLIC LIBRARY
5 PARKER POINT ROADBLUE HILLME04614NONE501C3GENERAL$5,000
ISLAND NURSING HOME
587 N DEER ISLE ROADDEER ISLEME04627NONE501C3GENERAL$10,000
HOLDEN LAND TRUST
PO BOX 398HOLDENME04429NONE501C3GENERAL$3,000
PENINSULA AMBULANCE CORP
PO BOX 834BLUE HILLME04614NONE501C3GENERAL$1,000
BLUE HILL FIRE COMPANY
PO BOX 1167BLUE HILLME04614NONE501C3GENERAL$1,000
THE BAY SCHOOL
PO BOX 950BLUE HILLME04614NONE501C3GENERAL$1,000
BUCKSPORT YMCA
66 BRIDGE STREETBUCKSPORTME04416NONE501C3GENERAL$5,000
ORLAND COMMUNITY CENTER
21 SCHOOL HOUSE ROADORLANDME04472NONE501C3GENERAL$5,000
BREWER HIGH SCHOOL SPORTS BOOSTERS
79 PARKWAY SOUTHBREWERME04412NONE501C3GENERAL$500
AFFC
PO BOX 420MOUNT DESERTME04660NONE501C3GENERAL$500
COMINS HALL
1387 MAIN ROADEDDINGTONME04428NONE501C3GENERAL$200
BLUE HILL MEMORIAL HOSPITAL FOUNDAT
57 WATER STREETBLUE HILLME04614NONE501C3GENERAL$5,000
HOSPICE OF HANCOCK COUNTY
14 MC KENZIE AVEELLSWORTHME04605NONE501C3GENERAL$3,000
BHCD SIDEWALK COMMITTEE
PO BOX 438BLUE HILLME04614NONE501C3GENERAL$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$50,200TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$203ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24,256ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$16,724RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$24,459ExclusionAmt
Related Or Exempt Function Incm-$16,724RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,735TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
BLUE HILL MARKET INC
115 SOUTH STREETBLUE HILLME04614$500,000Yes (X)
MARGARET JENNER
2PO BOX 179ELLSWORTHME04605$30,000Yes (X)

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (10 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
375 SH APACHE CORP2016-10PURCHASE2017-08$17,123$23,738-$6,615
100 SH MEDTRONIC2016-10PURCHASE2017-09$7,718$8,413-$695
150 SH QCOM2016-10PURCHASE2017-09$7,841$9,690-$1,849
255.754 SH SWPPX2016-09PURCHASE2017-09$10,000$8,729$1,271
2500 SH SIRI2016-10PURCHASE2017-05$12,510$10,275$2,235
300 SH UAA2016-10PURCHASE2017-03$5,995$11,514-$5,519
302 SH UA2016-10PURCHASE2017-03$5,600$10,102-$4,502
300 SH VCSH2016-09PURCHASE2017-09$24,020$24,170-$150
400 SH NKE2016-10PURCHASE2017-10$20,187$20,756-$569
625 SH VCSH2016-09PURCHASE2017-09$50,023$50,354-$331

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$1,617,496EOYBookValueAmt
EOYFMV$1,823,588EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
SURRY LAND$133,734$133,734$133,734
COMMUNITY CENTER$27,049$27,049$27,049

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryINDIRECT LEGAL FEESCategoryTxt
Legal Fees$5,553LegalFeesAmt
Net Investment Income$5,553NetInvestmentIncomeAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INSURANCE$1,199$1,199
OFFICE SUPPLIES$133$133

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
INVESTMENT FEES$7,916$7,916
OTHER PROFESSIONAL FEES$4,806$4,806

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