Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
LAWSON VALENTINE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1000 FARMINGTON AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WEST HARTFORD, CT06107
A Employer identification number

13-6920044
B Telephone number (see instructions)

(860) 570-0728
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$12,993,035J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 6,416 6,416  
4 Dividends and interest from securities... 270,281 270,281  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 471,781
b Gross sales price for all assets on line 6a 2,698,448
7 Capital gain net income (from Part IV, line 2)... 471,781
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 304,730 283,367  
12 Total. Add lines 1 through 11........ 1,053,208 1,031,845  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 47,750 0   47,750
14 Other employee salaries and wages...... 47,750 0   47,750
15 Pension plans, employee benefits....... 9,986 0   9,986
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 14,830 0   14,830
c Other professional fees (attach schedule).... Click to see attachment 72,441 72,441   0
17 Interest............... 7,583 7,583   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 14,757 1,985   8,358
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 6,739 0   6,739
21 Travel, conferences, and meetings....... 36,584 0   36,584
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 49,650 13,926   35,724
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 308,070 95,935   207,721
25 Contributions, gifts, grants paid....... 522,910 522,910
26 Total expenses and disbursements. Add lines 24 and 25 830,980 95,935   730,631
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 222,228
b Net investment income (if negative, enter -0-) 935,910
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 313,769 321,065 321,065
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 777,798 Click to see attachment1,472,953 1,472,953
b Investments—corporate stock (attach schedule)....... 7,313,546 Click to see attachment6,759,646 6,759,646
c Investments—corporate bonds (attach schedule)....... 3,655,743 Click to see attachment3,002,164 3,002,164
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,704,755 Click to see attachment1,437,207 1,437,207
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,765,611 12,993,035 12,993,035
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 13,765,611 12,993,035
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 13,765,611 12,993,035
31 Total liabilities and net assets/fund balances (see instructions). 13,765,611 12,993,035
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
13,765,611
2
Enter amount from Part I, line 27a .....................
2
222,228
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
13,987,839
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
994,804
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
12,993,035
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a DOWDUPONT INC. P 2017-12-22 2018-12-19
b DOWDUPONT INC. P 2018-01-04 2018-12-19
c DOWDUPONT INC. P 2018-05-10 2018-12-19
d DOWDUPONT INC. P 2018-06-11 2018-12-19
e GARRETT MOTION INC. P 2017-10-24 2018-10-03
GARRETT MOTION INC. P 2018-06-14 2018-10-03
GARRETT MOTION INC. P 2018-06-14 2018-11-02
GARRETT MOTION INC. P 2018-06-14 2018-11-05
RESIDEO TECHNOLOGIES INC. P 2018-06-14 2018-10-31
RESIDEO TECHNOLOGIES INC. P 2018-06-14 2018-12-20
ADOBE SYSTEMS INC. P 2017-04-12 2007-06-08
ADOBE SYSTEMS INC. P 2017-04-12 2018-07-18
AETNA INC. P 2011-11-29 2018-07-18
AETNA INC. P 2011-11-29 2018-09-07
ALLERGAN PLC P 2015-08-24 2018-07-18
ALLERGAN PLC P 2015-02-06 2018-12-19
ALLERGAN PLC P 2015-02-24 2018-12-19
ALLERGAN PLC P 2015-08-24 2018-12-19
ALLERGAN PLC P 2016-05-11 2018-12-19
ALLIANCE DATA SYSTEMS CORP. P 2011-07-22 2018-07-18
ALLIANCE DATA SYSTEMS CORP. P 2011-07-22 2018-08-27
ALPHABET INC CL C P 2016-07-12 2018-07-18
AMAZON.COM INC. P 2016-11-18 2018-01-31
AMAZON.COM INC. P 2014-08-05 2018-06-08
AMAZON.COM INC. P 2016-11-18 2018-06-08
AMAZON.COM INC. P 2014-08-05 2018-07-18
AMERICAN EXPRESS CO. P 2015-04-27 2018-06-20
AMERICAN EXPRESS CO. P 2016-01-12 2018-06-20
AMERICAN TOWER CO. P 2016-11-16 2018-11-01
AMERICAN TOWER CO. P 2017-10-24 2018-11-01
AMERICAN TOWER CO. P 2011-12-13 2018-12-07
AMERICAN TOWER CO. P 2016-11-16 2018-12-07
AMERICAN TOWER CO. P 2011-12-13 2018-12-18
ANADARKO PETE CORP. P 2011-11-29 2018-05-10
ANADARKO PETE CORP. P 2012-07-25 2018-05-10
ANADARKO PETE CORP. P 2012-10-16 2018-05-10
ANADARKO PETE CORP. P 2016-03-07 2018-05-10
ANGEL OAK MULTI STRATEGY INC. P 2013-02-25 2018-01-10
ANGEL OAK MULTI STRATEGY INC. P 2013-06-05 2018-01-10
ANGEL OAK MULTI STRATEGY INC. P 2013-06-27 2018-01-10
ANGEL OAK MULTI STRATEGY INC. P 2013-02-25 2018-05-29
ANGEL OAK MULTI STRATEGY INC. P 2013-02-25 2018-07-18
ANGEL OAK MULTI STRATEGY INC. P 2016-10-31 2018-10-09
AUTOMATIC DATA PROCESSING INC. P 2011-07-22 2018-07-18
BLACKROCK INC. P 2016-06-17 2018-01-26
BLACKROCK INC. P 2016-06-17 2018-07-18
BOEING CO. P 2013-01-17 2018-07-18
CAPITAL ONE FINANCIAL CORP. P 2013-04-05 2018-07-18
CIGNA CORP NEW P 2012-09-27 2018-12-26
CIGNA CORP NEW P 2013-10-25 2018-12-26
CISCO SYSTEMS INC. P 2014-04-01 2018-05-10
CISCO SYSTEMS INC. P 2014-04-01 2018-07-18
CITGROUP INC. P 2017-06-21 2018-07-18
COLGATE-PALMOLIVE CO. P 2016-11-10 2018-07-18
COLGATE-PALMOLIVE CO. P 2014-03-17 2018-10-30
COLGATE-PALMOLIVE CO. P 2016-11-10 2018-10-30
COMCAST CORP. NEW CL A P 2014-10-07 2018-01-11
COMCAST CORP. NEW CL A P 2014-11-12 2018-01-11
COMCAST CORP. NEW CL A P 2014-10-07 2018-07-18
CONOCOPHILLIPS CO NOTE CALL P 2016-02-19 2018-06-11
CVS HEALTH CORP. P 2011-07-22 2018-01-04
DANAHER CORP. P 2017-06-21 2018-07-18
DOLLAR GEN CORP. P 2013-01-09 2018-07-18
DUPONT EI DE NEMOURS & CO NOTE 2.8% P 2015-05-05 2018-11-29
EOG RESOURCES INC. P 2017-03-06 2018-07-18
EXPRESS SCRIPTS HLDG CO. P 2012-09-27 2018-07-18
EXPRESS SCRIPTS HLDG CO. P 2012-09-27 2018-12-24
EXPRESS SCRIPTS HLDG CO. P 2012-09-27 2018-12-24
EXPRESS SCRIPTS HLDG CO. P 2013-10-25 2018-12-24
EXPRESS SCRIPTS HLDG CO. P 2013-10-25 2018-12-24
FISERV INC. P 2011-11-29 2018-07-18
FORTIVE CORP. P 2017-03-13 2018-07-18
GARRETT MOTION INC. P 2017-03-22 2018-10-03
GARRETT MOTION INC. P 2017-04-12 2018-10-03
GARRETT MOTION INC. P 2017-06-21 2018-10-03
GARRETT MOTION INC. P 2017-03-22 2018-11-02
GARRETT MOTION INC. P 2017-04-12 2018-11-02
GARRETT MOTION INC. P 2017-06-21 2018-11-02
GARRETT MOTION INC. P 2017-10-24 2018-11-02
GOLDMAN SACHS GROUP INC 2.375% P 2014-04-10 2018-01-22
HOME DEPOT INC. P 2013-11-13 2018-07-18
HOME DEPOT INC. P 2013-11-13 2018-07-27
JOHNSON & JOHNSON P 2015-02-26 2018-07-18
JOHNSON & JOHNSON P 2015-02-27 2018-07-18
JP MORGAN CHASE & CO. P 2012-09-27 2018-07-18
KINDER MORGAN INC. P 2015-11-04 2018-07-18
MERCK & CO INC. P 2011-02-16 2018-07-18
MERCK & CO INC. P 2011-02-16 2018-12-12
MICROSOFT CORP. P 2015-08-27 2018-07-18
NEXTERA ENERGY INC. P 2015-08-12 2018-07-18
NEXTERA ENERGY INC. P 2015-08-12 2018-10-26
OMNICOM CAP INC. P 2014-05-23 2018-02-14
OMNICOM CAP INC. P 2014-07-16 2018-02-14
ORACLE CORP. P 2013-07-12 2018-07-18
ORACLE CORP. P 2013-07-12 2018-12-18
PEPSICO INC. P 2016-11-14 2018-07-18
PIONEER NATURAL RESOURCES CO. P 2017-02-01 2018-07-18
PRUDENTIAL FINL INC. P 2014-06-20 2018-07-18
QUALCOMM INC. P 2015-06-11 2018-07-18
RESIDEO TECHNOLOGIES INC. P 2017-03-22 2018-10-31
RESIDEO TECHNOLOGIES INC. P 2017-04-12 2018-10-31
RESIDEO TECHNOLOGIES INC. P 2017-06-21 2018-10-31
RESIDEO TECHNOLOGIES INC. P 2017-10-24 2018-10-31
RESIDEO TECHNOLOGIES INC. P 2017-03-22 2018-12-20
RESIDEO TECHNOLOGIES INC. P 2017-04-12 2018-12-20
RESIDEO TECHNOLOGIES INC. P 2017-06-21 2018-12-20
RESIDEO TECHNOLOGIES INC. P 2017-10-24 2018-12-20
STRYKER CORP. P 2012-07-25 2018-06-13
THERMO FISHER SCIENTIFIC INC. P 2015-07-14 2018-07-18
UNION PACIFIC CORP. P 2015-11-11 2018-07-18
UNITEDHEALTH GROUP P 2011-11-29 2018-07-18
US BANCORP P 2014-08-26 2018-07-18
VF CORP P 2012-07-25 2018-07-18
VISA INC. P 2016-11-10 2018-07-18
APPLE INC. P 2005-11-09 2018-07-18
BERKSHIRE HATHAWAY FIN CORP 5.4% P 2009-03-13 2018-05-15
BERKSHIRE HATHAWAY FIN CORP 5.4% P 2009-03-13 2018-05-15
CIGNA CORP NEW P 2001-09-18 2018-12-26
EXPRESS SCRIPTS HLDG CO. P 2001-09-18 2018-12-24
EXPRESS SCRIPTS HLDG CO. P 2001-09-18 2018-12-24
GOLDMAN SACHS GROUP INC 2.375% P 2013-08-20 2018-01-22
ORACLE CORP. P 2006-06-22 2018-12-18
PRAXAIR INC. P 2007-05-17 2018-07-18
PRAXAIR INC. P 2007-05-17 2018-10-31
STRYKER CORP. P 2010-10-05 2018-06-13
STRYKER CORP. P 2010-10-05 2018-07-18
TJX COS INC. P 2010-10-21 2018-06-11
TJX COS INC. P 2010-10-21 2018-07-18
CONOCOPHILLIPS CO NOTE ORD INC P   2018-06-11
SECURITIES LITIGATION SETTLEMENT P   2018-07-02
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 44,913   61,233 -16,320
b 10,422   14,701 -4,279
c 19,150   24,242 -5,092
d 14,442   19,003 -4,561
e 1   1 0
1   1 0
168   186 -18
15   16 -1
1   1 0
438   540 -102
28,642   14,757 13,885
1,034   518 516
2,672   554 2,118
135,896   26,454 109,442
1,576   2,666 -1,090
28,162   57,494 -29,332
15,435   33,154 -17,719
5,145   11,256 -6,111
13,269   21,922 -8,653
2,483   1,070 1,413
45,218   18,390 26,828
9,586   5,775 3,811
40,682   21,359 19,323
16,850   3,115 13,735
16,850   7,628 9,222
9,212   1,557 7,655
24,199   19,454 4,745
32,298   21,483 10,815
11,190   7,676 3,514
24,065   21,798 2,267
13,524   4,731 8,793
19,701   12,407 7,294
19,937   7,184 12,753
29,928   33,395 -3,467
9,246   9,463 -217
14,382   14,725 -343
16,711   10,996 5,715
71,343   78,421 -7,078
1,800   1,995 -195
1,826   2,013 -187
149,970   164,961 -14,991
49,985   55,331 -5,346
149,962   162,014 -12,052
2,740   929 1,811
28,731   16,774 11,957
4,587   3,081 1,506
10,444   2,169 8,275
2,519   1,419 1,100
7   7 0
7   7 0
37,889   19,022 18,867
2,360   1,299 1,061
7,405   6,775 630
3,233   3,378 -145
22,085   24,270 -2,185
20,621   23,779 -3,158
127   80 47
29,078   18,433 10,645
2,213   1,724 489
201,014   181,221 19,793
26,435   13,186 13,249
8,775   7,698 1,077
1,681   731 950
150,000   152,690 -2,690
6,291   5,108 1,183
1,399   1,156 243
13,787   5,621 8,166
204   141 63
13,451   4,712 8,739
199   131 68
1,845   332 1,513
4,184   3,177 1,007
1   1 0
1   1 0
1   1 0
476   435 41
226   203 23
309   302 7
183   196 -13
100,000   100,000 0
2,205   844 1,361
33,108   12,807 20,301
5,726   4,631 1,095
636   523 113
4,674   1,718 2,956
2,876   4,319 -1,443
1,253   660 593
31,279   13,271 18,008
4,512   1,885 2,627
1,350   867 483
19,357   12,359 6,998
48,682   41,502 7,180
4,091   3,579 512
1,987   1,300 687
14,445   9,991 4,454
2,292   2,030 262
4,367   4,332 35
2,817   2,632 185
5,092   5,686 -594
2   2 0
1   1 0
1   2 -1
1   1 0
1,139   1,165 -26
541   544 -3
739   810 -71
438   524 -86
9,173   2,832 6,341
4,432   2,871 1,561
1,549   934 615
4,850   868 3,982
1,668   1,404 264
4,232   1,778 2,454
5,210   3,048 2,162
2,660   122 2,538
150,000   149,774 226
200,000   199,666 334
12   2 10
24,500     24,500
362   23 339
100,000   101,479 -1,479
7,108   2,221 4,887
3,453   1,429 2,024
94,964   39,529 55,435
23,849   7,216 16,633
1,908   555 1,353
28,958   6,832 22,126
1,153   270 883
6,255     6,255
232     232
21,471     21,471
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -16,320
b       -4,279
c       -5,092
d       -4,561
e       0
      0
      -18
      -1
      0
      -102
      13,885
      516
      2,118
      109,442
      -1,090
      -29,332
      -17,719
      -6,111
      -8,653
      1,413
      26,828
      3,811
      19,323
      13,735
      9,222
      7,655
      4,745
      10,815
      3,514
      2,267
      8,793
      7,294
      12,753
      -3,467
      -217
      -343
      5,715
      -7,078
      -195
      -187
      -14,991
      -5,346
      -12,052
      1,811
      11,957
      1,506
      8,275
      1,100
      0
      0
      18,867
      1,061
      630
      -145
      -2,185
      -3,158
      47
      10,645
      489
      19,793
      13,249
      1,077
      950
      -2,690
      1,183
      243
      8,166
      63
      8,739
      68
      1,513
      1,007
      0
      0
      0
      41
      23
      7
      -13
      0
      1,361
      20,301
      1,095
      113
      2,956
      -1,443
      593
      18,008
      2,627
      483
      6,998
      7,180
      512
      687
      4,454
      262
      35
      185
      -594
      0
      0
      -1
      0
      -26
      -3
      -71
      -86
      6,341
      1,561
      615
      3,982
      264
      2,454
      2,162
      2,538
      226
      334
      10
      24,500
      339
      -1,479
      4,887
      2,024
      55,435
      16,633
      1,353
      22,126
      883
      6,255
      232
      21,471
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 471,781
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 815,576 13,169,905 0.061927
2016 710,407 12,637,264 0.056215
2015 706,200 13,172,369 0.053612
2014 678,439 13,278,134 0.051094
2013 659,718 12,783,042 0.051609
2
Total of line 1, column (d) .....................
2
0.274457
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.054891
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
13,559,665
5
Multiply line 4 by line 3......................
5
744,304
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
9,359
7
Add lines 5 and 6........................
7
753,663
8
Enter qualifying distributions from Part XII, line 4,.............
8
730,631
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 18,718
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 18,718
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 18,718
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 12,000
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 6,718
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY, CT
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletLAWSON VALENTINE FOUNDATION Telephone no.bullet (860) 570-0728

    Located atbullet1000 FARMINGTON AVE STE 105AWEST HARTFORDCT ZIP+4bullet06107
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    LUCY MILLER TRUSTEE
    1.00     		0 0 0
    208 N MANOR AVENUE
    KINGSTON,NY12401
    PAUL E VAWTER JR TRUSTEE
    1.00     		0 0 0
    1382 NEWTOWN LANGHORNE ROAD F-104
    NEWTOWN,PA18940
    VALENTINE DOYLE TRUSTEE
    25.00     		47,750 187 0
    117 BROWN ST
    HARTFORD,CT06114
    ALLEN DOYLE TRUSTEE
    1.00     		0 0 0
    377 EASTSIDE AVENUE SE
    ATLANTA,GA30316
    MARK LINDEMAN TRUSTEE
    1.00     		0 0 0
    208 N MANOR AVENUE
    KINGSTON,NY12401
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    13,355,629
    b
    Average of monthly cash balances.......................
    1b
    410,528
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    13,766,157
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    13,766,157
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    206,492
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    13,559,665
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    677,983
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    677,983
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    18,718
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
    1,542
    c
    Add lines 2a and 2b............................
    2c
    20,260
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    657,723
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    657,723
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    657,723
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    730,631
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    730,631
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    730,631
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 657,723
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 49,118
    b From 2014...... 28,956
    c From 2015...... 62,178
    d From 2016...... 83,310
    e From 2017...... 165,909
    fTotal of lines 3a through e........ 389,471
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 730,631
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 657,723
    e Remaining amount distributed out of corpus 72,908
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 462,379
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		49,118
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		413,261
    10 Analysis of line 9:
    a Excess from 2014.... 28,956
    b Excess from 2015.... 62,178
    c Excess from 2016.... 83,310
    d Excess from 2017.... 165,909
    e Excess from 2018.... 72,908
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    VALENTINE DOYLE LAWSON VALENTINE FO
    1000 FARMINGTON AVE SUITE 105A
    WEST HARTFORD,CT06107
    (860) 570-0728
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER AND PROPOSAL
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    A BETTER WAY
    C/O CTCORE 1253 WHITNEY AVE
    HAMDEN,CT06517     		  PC GENERAL PURPOSE 10,000
    AGRICULTURAL JUSTICE PROJECT
    214 WEST UNIVERSITY AVE STE D
    GAINESVILLE,FL32601     		  PC GENERAL PURPOSE 2,000
    ALTERNATIVES FOR COMMUNITY & ENVIRONMENT
    C/O BOSTON COLLEGE L S 2181
    WASHINGTON ST STE 301
    ROXBURY,MA021192082     		  PC GENERAL PURPOSE 20,000
    ALTERNATIVES TO VIOLENCE USA
    1050 SELBY AVE
    ST PAUL,MN55104     		  PC GENERAL PURPOSE 5,000
    ALTERNATIVES TO VIOLENCE INTERNATIONAL
    619 RIVERSVILLE ROAD
    GREENWICH,CT06831     		  PC GENERAL PURPOSE 3,000
    ARISE FOR SOCIAL JUSTICE
    94 RIFLE STREET
    SPRINGFIELD,MA011051632     		  PC GENERAL PURPOSE 20,000
    BUCK HILL CONSERVATION FOUNDATION
    PO BOX 350
    BUCK HILL FALLS,PA18323     		  PC GENERAL PURPOSE 1,000
    CENTER OF THEOLOGICAL INQUIRY
    50 STOCKTON STREET
    PRINCETON,NJ08540     		  PC GENERAL PURPOSE 5,000
    CENTURION MINISTRIES
    221 WITHERSPOON STREET
    PRINCETON,NJ08542     		  PC GENERAL PURPOSE 1,000
    CITIZEN'S CLIMATE EDUCATION
    1330 ORANGE AVE SUITE 309
    CORONADO,CA92118     		  PC GENERAL PURPOSE 5,000
    CITIZENS CAMPAIGN FUND FOR THE ENVIRONMENT
    2404 WHITNEY AVE 2ND FL
    HAMDEN,CT06518     		  PC GENERAL PURPOSE 4,000
    CITYSEED
    PO BOX 2056
    NEW HAVEN,CT06521     		  PC GENERAL PURPOSE 25,000
    COMMUNITY ALLIANCE WITH FAMILY FARMERS
    PO BOX 363
    DAVIS,CA95617     		  PC GENERAL PURPOSE 7,000
    CONNECTICUT CITIZENS RESEARCH GROUP
    139 VANDERBILT AVE
    W HARTFORD,CT06110     		  PC GENERAL PURPOSE 4,000
    CONNECTICUT NURSES FOUNDATION
    377 RESEARCH PKWY STE 2D
    MERIDEN,CT06450     		  PC GENERAL PURPOSE 4,000
    CORAZON DE DAHLIA INC
    132 CANNON CIRCLE
    WOODSTOCK,NY12498     		  PC GENERAL PURPOSE 3,500
    CT COALITION FOR ENVIRONMENTAL JUSTICE
    ONE CONGRESS STREET
    HARTFORD,CT061452022     		  PC GENERAL PURPOSE 4,000
    CT COUNCIL OCCUPATIONAL SAFETY HEALTH
    683 N MOUNTAIN ROAD
    NEWINGTON,CT06111     		  PC GENERAL PURPOSE 4,000
    D&R GREENWAY LAND TRUST
    1 PRESERVATION PLACE
    PRINCETON,NJ08540     		  PC GENERAL PURPOSE 5,000
    FOOD CHAIN WORKERS ALLIANCE
    1730 OLYMPIC BLVD 300
    LOS ANGELES,CA90015     		  PC GENERAL PURPOSE 25,000
    GLIMMERGLAS
    PO BOX 191
    COOPERSTOWN,NY13326     		  PC GENERAL PURPOSE 5,000
    GLOBAL GREENGRANTS FUND
    2840 WILDERNESS
    BOULDER,CO80301     		  PC GENERAL PURPOSE 20,000
    GRASSROOTS INTERNATIONAL
    179 BOYLSTON ST 4TH FL
    BOSTON,MA02130     		  PC GENERAL PURPOSE 20,000
    HALEY HOUSE
    23 DARTMOUTH STREET
    BOSTON,MA02116     		  PC GENERAL PURPOSE 7,500
    HARTBEAT ENSEMBLE
    360 FARMINGTON AVE
    HARTFORD,CT06105     		  PC GENERAL PURPOSE 3,000
    HARTFORD FOOD SYSTEM
    191 FRANKLIN AVENUE
    HARTFORD,CT06114     		  PC GENERAL PURPOSE 25,000
    HELLO (LOFA COUNTY COMMUNITY COLLEGE)
    7507 31ST STREET
    OAKDALE,MN55128     		  PC GENERAL PURPOSE 2,000
    HOUR CHILDREN
    36-11 12TH STREET
    LONG ISLAND CITY,NY11106     		  PC GENERAL PURPOSE 1,000
    HUDSONIA
    PO BOX 5000
    ANNANDALE,NY125045000     		  PC GENERAL PURPOSE 7,500
    INTERRELIGIOUS ECO-JUSTICE NETWORK
    PO BOX 270147
    WEST HARTFORD,CT06127     		  PC GENERAL PURPOSE 4,000
    MAKE THE ROAD NY
    301 GROVE STREET
    BROOKLYN,NY11237     		  PC GENERAL PURPOSE 2,500
    MASSACHUSETTS AVENUE PROJECT
    271 GRANT STREET
    BUFFALO,NY14213     		  PC GENERAL PURPOSE 16,297
    MORVEN
    55 STOCKTON STREET
    PRINCETON,NJ08540     		  PC GENERAL PURPOSE 5,000
    NEW ALTERNATIVES
    50 E 7TH STREET
    NEW YORK,NY10003     		  PC GENERAL PURPOSE 7,500
    NEW ENGLAND GRASSROOTS ENVIRONMENTAL FUND
    50 STATE STREET
    MONTPELIER,VT05602     		  PC GENERAL PURPOSE 25,000
    NEW VENTURE FUND (NASDA)
    4350 NORTH FAIRFAX DR 910
    ARLINGTON,VA22203     		  PC GENERAL PURPOSE 5,000
    NEW YORK FOUNDATION OF THE ARTS
    20 JAY ST SUITE 740
    BROOKLYN,NY11201     		  PC GENERAL PURPOSE 2,500
    NUESTRAS RAICES
    325 MAIN STREET
    HOLYOKE,MA01040     		  PC GENERAL PURPOSE 15,000
    ORGANIZATION FOR REFUGEE SUCCESS (ORIS)
    434 LAKE AVE 2ND FL
    MANCHESTER,NH03103     		  PC GENERAL PURPOSE 15,000
    PLANNED PARENTHOOD FEDERATION
    123 WILLIAM STREET 10TH FL
    NEW YORK,NY10038     		  PC GENERAL PURPOSE 5,000
    PLANNED PARENTHOOD OF MIDHUDSON VALLEY
    178 CHURCH STREET
    POUGHKEEPSIE,NY12601     		  PC GENERAL PURPOSE 2,500
    PRINCETON SYMPHONY ORCHESTRA
    575 EWING STREET
    PRINCETON,NJ08540     		  PC GENERAL PURPOSE 5,000
    PRINCETON UNIVERSITY ART MUSEUM
    PRINCETON UNIVERSITY
    PRINCETON,NJ08544     		  PC GENERAL PURPOSE 3,000
    PROPUBLICA
    155 AVENUE OF THE AMERICAS 13TH FL
    NEW YORK,NY10013     		  PC GENERAL PURPOSE 1,000
    RISING HOPE INC
    41 DRIFTWOOD
    SOMERS,NY10589     		  PC GENERAL PURPOSE 6,000
    SALK INSTITUTE FOR BIOMEDICAL RESEARCH
    10010 TORREY PINE ROAD
    LA JOLLA,CA92037     		  PC GENERAL PURPOSE 2,500
    SAVE
    900 HERRONTOWN ROAD
    PRINCETON,NJ08540     		  PC GENERAL PURPOSE 2,500
    SOCIAL GOOD FUND (CORPWATCH)
    PO BOX 5473
    RICHMOND,CA94805     		  PC GENERAL PURPOSE 25,000
    TIDES CENTER (NESAWG)
    1014 TORNEY AVENUE
    SAN FRANCISCO,CA941291755     		  PC GENERAL PURPOSE 35,000
    TOXICS ACTION CENTER
    44 WINTER ST
    BOSTON,MA02108     		  PC GENERAL PURPOSE 15,000
    TSNE MISSIONWORKS
    89 SOUTH ST STE 700
    BOSTON,MA02111     		  PC GENERAL PURPOSE 47,613
    WARREN WILSON COLLEGE
    701 WARREN WILSON ROAD
    ASHEVILLE,NC28815     		  PC GENERAL PURPOSE 1,000
    WE NEED DIVERSE BOOKS
    10319 WESTLAKE DRIVE 104
    BETHESDA,MD20817     		  PC GENERAL PURPOSE 2,500
    WHEELOCK MOUNTAIN FARM
    91 W WHEELOCK ROAD
    GREENSBORO BEND,VT05842     		  PC GENERAL PURPOSE 18,000
    WORKER JUSTICE CENTER OF NY
    1187 CULVER ROAD
    ROCHESTER,NY14609     		  PC GENERAL PURPOSE 5,000
    Total .................................bullet 3a 522,910
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 6,416  
    4 Dividends and interest from securities....     14 270,281  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income..... 525990 21,363 14 283,367  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 471,781  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 21,363 1,031,845 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,053,208
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    LAWSON VALENTINE FOUNDATION
    EIN:
    13-6920044
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 14,830 0   14,830

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    LAWSON VALENTINE FOUNDATION
    EIN:
    13-6920044
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AT&T INC GLOB NT, 3%, 2/15/22 196,552 196,552
    BANK OF AMERICA CORP, 2.6%, 1/15/19 99,981 99,981
    BLACKROCK INC, 3.375%, 6/1/22 100,746 100,746
    BLACKROCK INC., 3.5%, 3/18/24 50,542 50,542
    CATERPILLAL FINL SVCS, 3.3%, 6/9/24 99,401 99,401
    CATERPILLAR INC., 2.85%, 6/1/22 147,932 147,932
    CHEVRON CORP, 4.95%, 3/3/19 250,785 250,785
    CITIGROUP INC SR GLBL, 2.75%, 4825/22 145,706 145,706
    CITIGROUP INC., 2.7%, 3/30/21 49,257 49,257
    COMCAST CORP., 2.85%, 1/15/23 147,084 147,084
    COMCAST CORP., 3.375%, 8/15/25 97,442 97,442
    DEERE JOHN CAP CORP, 3.35%, 6/12/24 124,574 124,574
    GE CAP CORP, 4.65%, 10/17/21 50,150 50,150
    ORACLE CORP, 3.4%, 7/8/24 99,801 99,801
    ORACLE CORP., 5%, 7/8/19 101,065 101,065
    PEPSICO INC SR NT, 4.5%, 1/15/20 254,540 254,540
    PFIZER, INC., 3.4%, 5/15/24 100,703 100,703
    SHELL INTL FIN, 2.5%, 9/12/26 162,440 162,440
    VIRTUS SEIX FLOATING RATE HIGH INCOME 378,514 378,514
    APPLE INC. SR GLBL NT, 3.25%, 2/15/22 97,613 97,613
    BA CREDIT CARD, 1.95%, 8/15/22 98,806 98,806
    CAPITAL ONE CC, 1.82%, 9/15/22 148,530 148,530

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    LAWSON VALENTINE FOUNDATION
    EIN:
    13-6920044
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADOBE SYS INC. 76,922 76,922
    ALPHABET INC. CL A 62,698 62,698
    ALPHABET INC. CL C 228,870 228,870
    AMAZON.COM INC. 282,370 282,370
    AMERICAN TOWER CORP. 91,592 91,592
    APPLE, INC. 148,749 148,749
    AUTOMATIC DATA PROCESSING INC. 98,996 98,996
    BLACKROCK, INC. 76,600 76,600
    BOEING CO. 86,430 86,430
    CAPITAL ONE FINL CORP. 57,600 57,600
    CHEVRON CORP. 83,442 83,442
    CIGNA CORP. 145,289 145,289
    CISCO SYSTEMS INC. 134,670 134,670
    CITIGROUP INC 102,038 102,038
    COMCAST CORP. 96,089 96,089
    CVS HEALTH CORP. 62,047 62,047
    DANAHER CORP. 137,356 137,356
    DOLLAR GENERAL CORP. 68,090 68,090
    EOG RESOURCES INC. 63,227 63,227
    EXPEDIA INC. 82,460 82,460
    FIDELITY NATIONAL INFO SVCS INC. 129,213 129,213
    FISERV INC. 105,238 105,238
    FORTIVE CORP. 65,833 65,833
    HOME DEPOT INC. 103,951 103,951
    HONEYWELL INTL INC. 135,291 135,291
    INTERCONTINENTAL EXCHANGE INC. 144,031 144,031
    JOHNSON & JOHNSON 132,663 132,663
    JP MORGAN CHASE & CO. 144,087 144,087
    KINDER MORGAN INC. 50,677 50,677
    MATTHEWS PACIFIC TIGER FUND 277,874 277,874
    MEDTRONIC INC. 144,263 144,263
    MERCK & CO. INC. 61,510 61,510
    MICROSOFT CORP. 251,995 251,995
    NEXTERA ENERGY INC. 64,140 64,140
    ORACLE CORP. 91,429 91,429
    PEPSICO INC. 89,378 89,378
    PIONEER NAT RES CO. 52,871 52,871
    PRUDENTIAL FINANCIAL INC. 73,721 73,721
    QUALCOMM INC. 96,349 96,349
    STRYKER CORP. 60,505 60,505
    THERMO FISHER CORP. 92,649 92,649
    TJX COS. INC. 59,683 59,683
    TWEEDY BROWNE GLOBAL VALUE FUND 285,477 285,477
    U.S.BANCORP 88,567 88,567
    UNION PACIFIC CORP 92,061 92,061
    UNITED TECHNOLOGIES CORP. 114,785 114,785
    UNITEDHEALTH GROUP INC. 168,156 168,156
    VF CORP. 72,196 72,196
    VISA INC. 197,910 197,910
    WELLS FARGO & CO. 122,204 122,204
    ZOETIS INC. 52,094 52,094
    LINDE PLC 90,659 90,659
    RAYTHEON CO. 84,189 84,189
    T MOBILE US INC. 84,410 84,410
    OCCIDENTAL PETE CORP. 51,252 51,252
    CIBC ATLAS MID CAP EQUITY FUND 278,558 278,558
    ANALOG DEVICES INC. 75,187 75,187
    VANGUARD INDEX FDS S&P 500 ETF 152,824 152,824
    ALPS ETF TR CLEAN ENERGY 136,231 136,231

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    LAWSON VALENTINE FOUNDATION
    EIN:
    13-6920044
    US Government Securities - End of Year Book Value:

    1,472,953
    US Government Securities - End of Year Fair Market Value:

    1,472,953
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2018 InvestmentsOtherSchedule2
    Name:
    LAWSON VALENTINE FOUNDATION
    EIN:
    13-6920044
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ATLAS POINT ENERGY INFRA LLC FMV 587,354 587,354
    ATLAS POINT OPPORTUNITY FUND LLC FMV 140,071 140,071
    NEWPORT ASIA ADVISORS FUND, LP FMV 384,828 384,828
    SIGULER GUFF SMALL BUYOUT OPP FUND FMV 324,954 324,954

    TY 2018 OtherDecreasesSchedule
    Name:
    LAWSON VALENTINE FOUNDATION
    EIN:
    13-6920044
    Description Amount
    CURRENT YEAR UNRECOGNIZED UNREALIZED GAIN (LOSS) ON INVESTMENTS 994,804


    TY 2018 OtherExpensesSchedule
    Name:
    LAWSON VALENTINE FOUNDATION
    EIN:
    13-6920044
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK SERVICE CHARGE 856 0   856
    OFFICE EXPENSE 4,679 0   4,679
    TELEPHONE/UTILITIES 3,250 0   3,250
    INSURANCE 4,745 0   4,745
    MEMBERSHIPS AND DUES 19,165 0   19,165
    PORTFOLIO DEDUCTIONS THRU LP K-1S 13,926 13,926   0
    SUBSCRIPTIONS 506 0   506
    PAYROLL PROCESSING 2,523 0   2,523


    TY 2018 OtherIncomeSchedule2
    Name:
    LAWSON VALENTINE FOUNDATION
    EIN:
    13-6920044
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INVESTMENT INCOME THRU LP K-1S 283,367 283,367 283,367
    INVESTMENT UBIT THRU LP K-1'S 21,363 0 21,363


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    LAWSON VALENTINE FOUNDATION
    EIN:
    13-6920044
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVICE 72,441 72,441   0


    TY 2018 TaxesSchedule
    Name:
    LAWSON VALENTINE FOUNDATION
    EIN:
    13-6920044
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NEW YORK STATE FILING FEE 750 0   750
    PAYROLL TAXES 7,346 0   7,346
    FOREIGN TAX WITHHELD ON DIVIDENDS 1,985 1,985   0
    FEDERAL EXCISE TAX 4,414 0   0
    PERSONAL PROPERTY TAX 262 0   262