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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
LAWSON VALENTINE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1024
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GLASTONBURY, CT06033
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$18,087,024J 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 1,741 1,741  
4 Dividends and interest from securities... 223,532 223,532  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 826,035
b Gross sales price for all assets on line 6a 3,439,968
7 Capital gain net income (from Part IV, line 2)... 826,035
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 41,672 32,543  
12 Total. Add lines 1 through 11........ 1,092,980 1,083,851  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 103,472 0   103,472
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 10,509 0   10,509
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 8,120 0   8,120
c Other professional fees (attach schedule).... Click to see attachment 80,935 72,547   8,388
17 Interest............... 1,827 1,827   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 18,951 2,285   8,666
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 3,973 0   3,973
21 Travel, conferences, and meetings....... 5,460 0   5,460
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 40,129 25,176   14,953
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 273,376 101,835   163,541
25 Contributions, gifts, grants paid....... 675,200 675,200
26 Total expenses and disbursements. Add lines 24 and 25 948,576 101,835   838,741
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 144,404
b Net investment income (if negative, enter -0-) 982,016
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 57,300 35,693 35,693
2 Savings and temporary cash investments......... 382,802 556,892 556,892
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) 2,394,832 Click to see attachment2,600,472 2,600,471
b Investments—corporate stock (attach schedule)....... 8,391,655 Click to see attachment9,972,087 11,840,087
c Investments—corporate bonds (attach schedule)....... 2,071,481 Click to see attachment1,788,293 1,788,293
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,481,956 Click to see attachment1,265,588 1,265,588
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) 14,780,026 16,219,025 18,087,024
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 FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 14,780,026 16,219,025
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 14,780,026 16,219,025
30 Total liabilities and net assets/fund balances (see instructions). 14,780,026 16,219,025
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
14,780,026
2
Enter amount from Part I, line 27a .....................
2
144,404
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,294,595
4
Add lines 1, 2, and 3 ..........................
4
16,219,025
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
16,219,025
Form 990-PF (2020)
Form 990-PF (2020)
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 ABBOTT LABORATORIES P 2020-03-02 2020-05-28
b ABBOTT LABORATORIES P 2020-07-01 2020-11-09
c AMERICAN WATER WORKS CO. P 2020-06-04 2020-11-09
d ASTRAZENECA ADR P 2020-11-06 2020-11-09
e BECTON DICKINSON & CO. P 2020-01-31 2020-05-21
BLACKSTONE GROUP INC. P 2019-10-18 2020-01-31
BLACKSTONE GROUP INC. P 2019-10-18 2020-05-28
DISNEY WALT CO. P 2020-01-02 2020-01-31
DISNEY WALT CO. P 2020-01-02 2020-05-28
DISNEY WALT CO. P 2020-01-14 2020-06-26
DOCUSIGN INC. P 2020-07-22 2020-07-22
DOCUSIGN INC. P 2020-09-02 2020-09-02
EOG RESOURCES INC. P 2020-03-27 2020-03-27
ILLUMINA INC. P 2020-11-19 2020-11-19
MARRIOTT INTERNATIONAL INC. P 2020-03-19 2020-03-19
MONDELEZ INTL INC. P 2020-09-14 2020-11-09
SALESFORCE.COM P 2020-03-19 2020-11-09
T-MOBILE US INC. RTS P 2020-06-26 2020-07-01
TEXAS INSTRUMENTS INC. P 2019-10-01 2020-01-31
TEXAS INSTRUMENTS INC. P 2019-10-01 2020-05-28
UNITED STATES TREAS NTS 1.375% P 2019-03-18 2020-03-02
VESTAS WIND SYS AS P 2020-01-31 2020-11-19
VESTAS WIND SYS AS P 2020-07-22 2020-11-19
WASTE MANAGMENT INC. P 2020-01-03 2020-01-31
WASTE MANAGMENT INC. P 2020-01-03 2020-05-28
XYLEM INC. P 2020-01-31 2020-05-21
ADOBE INC. P 2018-12-18 2020-05-28
ADOBE INC. P 2018-12-18 2020-11-09
ALPHABET INC. CL A P 2012-02-08 2020-11-09
ALPHABET INC. CL C P 2016-07-12 2020-01-31
ALPHABET INC. CL C P 2014-10-22 2020-03-19
ALPHABET INC. CL C P 2016-07-12 2020-03-19
ALPHABET INC. CL C P 2014-10-22 2020-05-28
ALPHABET INC. CL C P 2014-10-22 2020-11-09
AMAZON.COM P 2018-10-29 2020-01-31
AMAZON.COM P 2014-08-05 2020-05-28
AMAZON.COM P 2014-08-05 2020-07-08
AMAZON.COM P 2019-10-28 2020-11-09
AMERICAN TOWER CORP. P 2018-06-20 2020-02-28
AMERICAN TOWER CORP. P 2018-06-20 2020-05-28
ANALOG DEVICES INC. P 2018-12-28 2020-01-31
ANALOG DEVICES INC. P 2018-12-28 2020-05-28
ANALOG DEVICES INC. P 2018-12-28 2020-11-09
APPLE INC. P 2018-12-28 2020-01-02
AT&T INC NOTE 3% CALL P 2014-03-20 2020-07-23
AUTOMATIC DATA PROCESSING INC. P 2011-07-22 2020-01-31
AUTOMATIC DATA PROCESSING INC. P 2011-07-22 2020-05-28
AUTOMATIC DATA PROCESSING INC. P 2011-07-22 2020-11-06
BLACKROCK INC. P 2018-08-27 2020-05-28
BLACKROCK INC. P 2018-08-27 2020-11-09
BLACKROCK INC. P 2019-03-26 2020-11-17
BLACKSTONE GROUP INC. P 2019-10-18 2020-11-09
BOEING CO. P 2013-01-17 2020-01-31
BOEING CO. P 2013-01-17 2020-03-13
CAPITAL ONE FINANCIAL CORP. P 2019-01-30 2020-01-31
CAPITAL ONE FINANCIAL CORP. P 2019-01-30 2020-05-28
CAPITAL ONE FINANCIAL CORP. P 2013-03-01 2020-07-01
CAPITAL ONE FINANCIAL CORP. P 2019-01-30 2020-07-01
CARRIER GLOBAL CORP. P 2018-02-14 2020-06-02
CARRIER GLOBAL CORP. P 2018-06-20 2020-06-02
CHEVRON CORP. P 2018-02-01 2020-01-31
CHEVRON CORP. P 2018-02-01 2020-01-31
CIGNA CORP. P 2018-04-02 2020-01-31
CIGNA CORP. P 2018-04-02 2020-03-26
CIGNA CORP. P 2015-12-04 2020-05-28
CIGNA CORP. P 2015-12-04 2020-11-09
CISCO SYS INC. P 2017-08-15 2020-05-28
CISCO SYS INC. P 2017-08-15 2020-11-09
CITIGROUP INC. P 2012-10-16 2020-09-14
CITIGROUP INC. P 2017-07-31 2020-01-31
CITIGROUP INC. P 2017-07-31 2020-03-31
CITIGROUP INC. P 2012-10-16 2020-05-28
COMCAST CORP. P 2011-06-23 2020-10-12
COMCAST CORP. P 2014-10-07 2020-03-26
COMCAST CORP. P 2011-06-23 2020-05-28
COMCAST CORP NOTE 2.8% P 2014-12-04 2020-09-10
DANAHER CORP. P 2017-06-21 2020-01-31
DANAHER CORP. P 2012-07-25 2020-03-02
DANAHER CORP. P 2012-07-25 2020-05-28
DANAHER CORP. P 2012-07-25 2020-09-14
DOLLAR GEN CORP. P 2013-01-09 2020-01-31
DUPONT DE NEMOURS INC. P 2019-01-22 2020-01-31
DUPONT DE NEMOURS INC. P 2019-01-22 2020-03-04
ECOLAB INC. P 2019-01-03 2020-05-28
ECOLAB INC. P 2019-10-30 2020-11-09
EOG RESOURCES INC. P 2017-03-06 2020-01-31
EOG RESOURCES INC. P 2017-03-06 2020-03-27
FEDL NATL MTG ASSN 1.875% P 2018-01-29 2020-12-28
FIDELITY NATL INFO SERVICES P 2018-10-04 2020-01-31
FIDELITY NATL INFO SERVICES P 2018-10-04 2020-05-28
FIDELITY NATL INFO SERVICES P 2018-10-04 2020-11-09
FISERV INC. P 2019-01-25 2020-01-31
FISERV INC. P 2019-01-25 2020-05-28
FISERV INC. P 2011-11-29 2020-11-09
FISERV INC. P 2019-01-25 2020-11-09
INTERCONTINENTAL EXCHANGE INC. P 2018-10-01 2020-03-02
INTERCONTINENTAL EXCHANGE INC. P 2017-12-01 2020-05-28
INTERCONTINENTAL EXCHANGE INC. P 2017-12-01 2020-11-09
JOHNSON & JOHNSON P 2017-08-03 2020-01-31
JOHNSON & JOHNSON P 2015-02-26 2020-05-28
JOHNSON & JOHNSON P 2019-10-28 2020-11-09
JPMORGAN CHASE & CO. P 2012-09-27 2020-11-09
JPMORGAN CHASE & CO. P 2012-09-27 2020-05-28
KINDER MORGAN INC. P 2016-03-07 2020-01-31
KINDER MORGAN INC. P 2016-03-07 2020-03-04
MATTHEWS PACIFIC TIGER FUND P 2015-12-10 2020-05-28
MATTHEWS PACIFIC TIGER FUND P 2015-12-10 2020-05-28
MEDTRONIC PLC P 2015-01-27 2020-11-09
MEDTRONIC PLC P 2015-01-27 2020-01-31
MEDTRONIC PLC P 2015-01-27 2020-01-31
MEDTRONIC PLC P 2018-05-10 2020-01-31
MEDTRONIC PLC P 2015-01-27 2020-05-28
MEDTRONIC PLC P 2015-01-27 2020-06-03
MERCK & CO. INC. P 2011-02-16 2020-01-31
MERCK & CO. INC. P 2011-02-16 2020-03-24
MERCK & CO. INC. P 2011-02-16 2020-04-30
MICROSOFT CORP. P 2015-08-27 2020-01-31
MICROSOFT CORP. P 2015-08-27 2020-05-28
MICROSOFT CORP. P 2011-04-12 2020-11-09
NEXTERA ENERGY INC. P 2015-08-12 2020-05-28
NEXTERA ENERGY INC. P 2015-08-24 2020-11-09
OTIS WORLDWIDE CORP. P 2018-06-20 2020-04-07
PEPSICO INC. P 2016-11-14 2020-01-31
PEPSICO INC. P 2016-11-14 2020-05-28
PEPSICO INC. P 2019-08-07 2020-11-09
PIONEER NATURAL RESOURCES CO. P 2017-02-01 2020-01-31
PIONEER NATURAL RESOURCES CO. P 2016-11-03 2020-05-28
PIONEER NATURAL RESOURCES CO. P 2017-02-01 2020-05-28
QUALCOMM INC. P 2015-06-11 2020-01-31
QUALCOMM INC. P 2015-06-11 2020-05-28
QUALCOMM INC. P 2015-06-11 2020-11-09
QUALCOMM INC. P 2016-11-18 2020-11-09
QUALCOMM INC. P 2016-11-18 2020-11-16
QUALCOMM INC. P 2016-11-18 2020-12-07
RAYTHEON CO. P 2018-12-07 2020-01-31
RAYTHEON TECHNOLOGIES CORP. P 2019-04-02 2020-04-06
RAYTHEON TECHNOLOGIES CORP. P 2019-04-02 2020-05-28
RAYTHEON TECHNOLOGIES CORP. P 2019-04-02 2020-11-09
SCHWAB CHARLES CORP. P 2019-05-07 2020-05-28
SCHWAB CHARLES CORP. P 2019-05-07 2020-07-22
SCHWAB CHARLES CORP. P 2019-05-07 2020-11-09
T MOBILE US INC. P 2018-12-21 2020-01-31
T MOBILE US INC. P 2019-04-02 2020-05-28
T MOBILE US INC. P 2019-04-02 2020-06-26
T MOBILE US INC. P 2018-06-11 2020-11-09
TEXAS INSTRUMENTS INC. P 2019-10-01 2020-11-09
THERMO FISHER SCIENTIFIC INC. P 2015-07-14 2020-05-28
THERMO FISHER SCIENTIFIC INC. P 2015-07-14 2020-11-09
THERMO FISHER SCIENTIFIC INC. P 2015-07-14 2020-11-10
TJX COS. INC. P 2019-08-07 2020-11-09
TJX COS. INC. P 2017-08-21 2020-05-28
US BANCORP P 2019-07-18 2020-11-09
UNION PAC CORP. P 2015-11-11 2020-05-28
UNION PAC CORP. P 2015-11-11 2020-11-09
UNION PAC CORP. P 2015-11-11 2020-11-17
UNION PAC CORP. P 2015-11-11 2020-11-17
UNITED TECHNOLOGIES CORP. P 2018-06-20 2020-01-31
UNITEDHEALTH GROUP P 2011-11-29 2020-01-14
UNITEDHEALTH GROUP P 2011-11-29 2020-05-28
UNITEDHEALTH GROUP P 2011-11-29 2020-11-09
US BANCORP P 2014-08-26 2020-01-31
US BANCORP P 2019-04-02 2020-05-28
VF CORP P 2018-12-28 2020-05-28
VISA INC. P 2016-11-29 2020-11-09
VISA INC. P 2016-11-10 2020-01-31
VISA INC. P 2018-10-31 2020-01-31
VISA INC. P 2016-11-10 2020-04-16
VISA INC. P 2016-11-29 2020-04-16
VISA INC. P 2016-11-29 2020-05-28
WASTE MANAGMENT INC. P 2019-11-07 2020-11-09
WELLS FARGO CO. P 2011-05-12 2020-01-02
WELLS FARGO CO. P 2011-05-12 2020-01-14
ZOETIS INC. P 2018-12-12 2020-11-09
ZOETIS INC. P 2018-12-12 2020-01-31
ZOETIS INC. P 2018-12-12 2020-03-04
ZOETIS INC. P 2018-12-12 2020-05-28
APPLE INC. P 2005-11-09 2020-01-02
APPLE INC. P 2005-11-09 2020-01-31
APPLE INC. P 2005-11-09 2020-05-28
APPLE INC. P 2005-11-09 2020-09-14
APPLE INC. P 2005-11-09 2020-11-09
APPLE INC. P 2005-11-09 2020-11-17
AT&T INC NOTE 3% CALL P 2013-08-20 2020-07-23
BA CREDIT CARD TR SER 2017 P 2018-06-25 2020-03-16
CARRIER GLOBAL CORP. P 2005-04-14 2020-06-02
DANAHER CORP. P 2009-11-17 2020-09-14
DANAHER CORP. P 2009-11-17 2020-11-06
DANAHER CORP. P 2009-11-17 2020-11-09
GENERAL ELEC CAP CORP 4.65% P 2012-03-28 2020-05-19
LINDE PLC P 2007-05-17 2020-05-28
LINDE PLC P 2007-05-17 2020-11-09
MATTHEWS PACIFIC TIGER FUND P 2006-01-05 2020-05-28
ORACLE CORP. P 2006-06-22 2020-12-07
ORACLE CORP. P 2006-06-22 2020-01-31
ORACLE CORP. P 2006-06-22 2020-05-28
OTIS WORLDWIDE CORP. P 2005-04-14 2020-04-07
STRYKER CORP. P 2010-10-05 2020-01-31
STRYKER CORP. P 2010-10-05 2020-05-28
STRYKER CORP. P 2010-10-05 2020-11-09
UNITED STATES TREAS NTS 1.375% P 2010-05-18 2020-01-15
HOME DEPOT INC. P 2018-12-28 2020-11-09
HOME DEPOT INC. P 2018-12-28 2020-05-28
HONEYWELL INTL INC. P 2017-10-24 2020-01-31
HONEYWELL INTL INC. P 2018-06-14 2020-01-31
HONEYWELL INTL INC. P 2017-10-24 2020-05-28
HONEYWELL INTL INC. P 2017-10-24 2020-11-09
HONEYWELL INTL INC. P 2018-12-07 2020-11-09
AP ENERGY INFRASTRUCTURE FUND LLC P   2020-12-31
ATLAS POINT OPPORTUNITY FUND LLC P   2020-12-31
NEWPORT ASIA ADVISORS FUND LP P   2020-12-31
SIGULER GUFF SMALL BUYOUT OPP FUND II P   2020-12-31
SECURITIES LITIGATION SETTLEMENTS P   2020-12-31
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 2,590   2,197 393
b 4,514   3,748 766
c 3,653   2,847 806
d 3,775   3,845 -70
e 17,250   20,094 -2,844
14,780   11,944 2,836
7,686   6,506 1,180
15,283   16,419 -1,136
2,380   2,958 -578
24,274   32,590 -8,316
4,879   1,903 2,976
7,440   2,141 5,299
10,452   26,621 -16,169
24,131   23,784 347
27,306   45,035 -17,729
4,704   4,828 -124
8,619   4,267 4,352
245     245
9,628   10,169 -541
2,353   2,574 -221
100,000   100,000 0
379   199 180
7,770   5,414 2,356
13,853   13,002 851
2,648   2,877 -229
5,876   7,739 -1,863
3,818   2,264 1,554
5,809   2,717 3,092
5,360   924 4,436
11,583   5,775 5,808
54,937   25,155 29,782
9,889   6,497 3,392
8,512   3,219 5,293
8,947   2,682 6,265
53,224   44,768 8,456
14,497   9,466 5,031
33,492   5,959 27,533
22,549   2,180 20,369
20,013   12,513 7,500
2,821   1,547 1,274
12,333   9,664 2,669
3,149   2,416 733
4,272   2,675 1,597
31,499   16,498 15,001
104,121   96,516 7,605
16,589   4,413 12,176
3,329   1,069 2,260
26,509   7,480 19,029
3,788   2,954 834
6,072   3,798 2,274
23,530   11,439 12,091
4,656   3,933 723
9,274   2,169 7,105
30,407   13,610 16,797
7,651   6,034 1,617
1,447   1,667 -220
19,187   15,342 3,845
10,132   12,703 -2,571
3,913   4,308 -395
719   797 -78
10,215   11,819 -1,604
2,288   3,110 -822
18,463   15,683 2,780
37,179   35,117 2,062
2,857   1,950 907
3,672   2,368 1,304
5,172   3,630 1,542
5,406   4,497 909
38,619   27,765 10,854
18,764   16,950 1,814
33,999   43,894 -9,895
1,460   1,081 379
34,241   10,369 23,872
20,423   19,373 1,050
2,978   1,989 989
158,908   149,490 9,418
27,899   12,812 15,087
24,278   6,504 17,774
5,755   1,371 4,384
17,503   3,314 14,189
9,600   2,664 6,936
3,550   5,743 -2,193
18,956   36,621 -17,665
3,951   2,712 1,239
4,748   4,278 470
9,575   13,019 -3,444
18,707   44,958 -26,251
100,000   98,838 1,162
23,321   17,226 6,095
5,570   4,307 1,263
6,485   4,845 1,640
19,018   13,422 5,596
4,347   3,483 864
2,459   304 2,155
3,130   2,379 751
24,057   19,028 5,029
3,908   2,944 964
4,849   3,447 1,402
24,824   21,916 2,908
6,930   4,837 2,093
6,796   5,947 849
5,207   1,841 3,366
4,702   1,923 2,779
6,485   6,553 -68
39,301   32,472 6,829
6,367   5,999 368
30,252   28,505 1,747
4,034   2,648 1,386
2,457   1,589 868
1,989   1,286 703
18,486   13,523 4,963
4,927   3,783 1,144
29,692   23,079 6,613
8,769   3,367 5,402
22,111   10,696 11,415
25,867   10,762 15,105
12,308   3,157 9,151
14,558   2,059 12,499
19,505   2,239 17,266
2,488   1,038 1,450
4,606   1,531 3,075
6     6
17,140   15,030 2,110
2,634   2,030 604
6,309   4,686 1,623
9,810   13,176 -3,366
282   520 -238
1,504   2,888 -1,384
18,372   13,987 4,385
4,352   3,529 823
7,004   3,137 3,867
1,751   783 968
26,346   11,812 14,534
20,694   8,549 12,145
10,476   9,040 1,436
6   13 -7
4,042   4,782 -740
3,899   4,782 -883
3,697   4,603 -906
21,172   28,601 -7,429
5,642   5,743 -101
19,046   18,945 101
11,736   8,377 3,359
24,590   15,635 8,955
6,511   3,402 3,109
3,522   2,832 690
4,461   1,777 2,684
7,513   2,051 5,462
16,018   4,649 11,369
5,798   4,904 894
2,222   1,430 792
3,981   4,428 -447
4,482   2,207 2,275
6,006   2,546 3,460
204   54 150
23,033   7,356 15,677
20,393   16,799 3,594
32,332   5,163 27,169
6,776   1,005 5,771
9,372   1,188 8,184
18,657   19,198 -541
3,263   4,379 -1,116
1,221   1,332 -111
9,948   3,644 6,304
13,523   5,519 8,004
24,827   16,929 7,898
12,016   6,178 5,838
15,540   7,684 7,856
6,823   2,773 4,050
6,076   5,412 664
25,672   13,457 12,215
50,353   28,575 21,778
3,876   2,108 1,768
14,336   9,623 4,713
20,908   13,564 7,344
2,792   1,833 959
5,700   165 5,535
32,582   894 31,688
8,329   226 8,103
32,934   625 32,309
11,460   206 11,254
23,038   417 22,621
104,121   93,445 10,676
100,000   99,121 879
13,240   5,881 7,359
15,836   2,103 13,733
26,740   3,048 23,692
5,749   671 5,078
52,625   53,760 -1,135
3,982   3,269 713
5,547   3,432 2,115
13,367   11,009 2,358
45,392   10,846 34,546
6,628   1,791 4,837
1,657   444 1,213
16     16
10,383   2,473 7,910
2,953   757 2,196
3,528   757 2,771
297,442   298,786 -1,344
8,891   3,590 5,301
2,493   1,713 780
8,160   6,621 1,539
14,411   12,071 2,340
4,875   4,649 226
3,182   2,254 928
4,176   2,910 1,266
      -106,966
      14,978
      11,816
      21,726
931     931
23,168     23,168
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       393
b       766
c       806
d       -70
e       -2,844
      2,836
      1,180
      -1,136
      -578
      -8,316
      2,976
      5,299
      -16,169
      347
      -17,729
      -124
      4,352
      245
      -541
      -221
      0
      180
      2,356
      851
      -229
      -1,863
      1,554
      3,092
      4,436
      5,808
      29,782
      3,392
      5,293
      6,265
      8,456
      5,031
      27,533
      20,369
      7,500
      1,274
      2,669
      733
      1,597
      15,001
      7,605
      12,176
      2,260
      19,029
      834
      2,274
      12,091
      723
      7,105
      16,797
      1,617
      -220
      3,845
      -2,571
      -395
      -78
      -1,604
      -822
      2,780
      2,062
      907
      1,304
      1,542
      909
      10,854
      1,814
      -9,895
      379
      23,872
      1,050
      989
      9,418
      15,087
      17,774
      4,384
      14,189
      6,936
      -2,193
      -17,665
      1,239
      470
      -3,444
      -26,251
      1,162
      6,095
      1,263
      1,640
      5,596
      864
      2,155
      751
      5,029
      964
      1,402
      2,908
      2,093
      849
      3,366
      2,779
      -68
      6,829
      368
      1,747
      1,386
      868
      703
      4,963
      1,144
      6,613
      5,402
      11,415
      15,105
      9,151
      12,499
      17,266
      1,450
      3,075
      6
      2,110
      604
      1,623
      -3,366
      -238
      -1,384
      4,385
      823
      3,867
      968
      14,534
      12,145
      1,436
      -7
      -740
      -883
      -906
      -7,429
      -101
      101
      3,359
      8,955
      3,109
      690
      2,684
      5,462
      11,369
      894
      792
      -447
      2,275
      3,460
      150
      15,677
      3,594
      27,169
      5,771
      8,184
      -541
      -1,116
      -111
      6,304
      8,004
      7,898
      5,838
      7,856
      4,050
      664
      12,215
      21,778
      1,768
      4,713
      7,344
      959
      5,535
      31,688
      8,103
      32,309
      11,254
      22,621
      10,676
      879
      7,359
      13,733
      23,692
      5,078
      -1,135
      713
      2,115
      2,358
      34,546
      4,837
      1,213
      16
      7,910
      2,196
      2,771
      -1,344
      5,301
      780
      1,539
      2,340
      226
      928
      1,266
      -106,966
      14,978
      11,816
      21,726
      931
      23,168
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 2 826,035
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 13,650
c All other domestic foundations enter 1.39% 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 13,650
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 13,650
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 16,680
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 26,680
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 13,030
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet13,030 RefundedBullet 11 0
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 the instructions
for the 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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 addressbulletWWW.LAWSONVALENTINE.ORG
    14
    The books are in care ofbulletLAWSON VALENTINE FOUNDATION Telephone no.bullet (860) 570-0728

    Located atbullet108 CLINTON STREETGLASTONBURYCT ZIP+4bullet06033
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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     		27,193 624 0
    117 BROWN ST
    HARTFORD,CT06114
    ALLEN DOYLE TRUSTEE/CHAIR
    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
    KOLU ZIGBI TRUSTEE
    1.00     		76,279 9,885 0
    106 W 129TH STREET
    NEW YORK,NY10027
    ELIZABETH CORSA EXECUTIVE DIRECTOR/TREASURER
    40.00     		0 0 0
    108 CLINTON STREET
    GLASTONBURY,CT06033
    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 (2020)
    Form 990-PF (2020)
    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 (2020)
    Form 990-PF (2020)
    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
    14,055,573
    b
    Average of monthly cash balances.......................
    1b
    551,503
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    14,607,076
    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
    14,607,076
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    219,106
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    14,387,970
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    719,399
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    719,399
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    13,650
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    1,587
    c
    Add lines 2a and 2b............................
    2c
    15,237
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    704,162
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    704,162
    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
    704,162
    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
    838,741
    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
    838,741
    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
    838,741
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 704,162
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 62,178
    b From 2016...... 83,310
    c From 2017...... 165,909
    d From 2018...... 72,908
    e From 2019...... 24,019
    fTotal of lines 3a through e........ 408,324
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 838,741
    a Applied to 2019, 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 2020 distributable amount..... 704,162
    e Remaining amount distributed out of corpus 134,579
    5 Excess distributions carryover applied to 2020. 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 5 542,903
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		62,178
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		480,725
    10 Analysis of line 9:
    a Excess from 2016.... 83,310
    b Excess from 2017.... 165,909
    c Excess from 2018.... 72,908
    d Excess from 2019.... 24,019
    e Excess from 2020.... 134,579
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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:
    LAWSON VALENTINE FOUNDATION
    PO BOX 1024
    GLASTONBURY,CT06033
    (860) 570-0728
    INFO@LAWSONVALENTINE.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    COMPLETE "LETTER OF INQUIRY" FORM PROVIDED ON WEBSITE AT WWW.LAWSONVALENTINE.ORG
    cAny submission deadlines:
    REFER TO WEBSITE AT WWW.LAWSONVALENTINE.ORG FOR GUIDELINES RELATED TO SUBMISSION DEADLINES
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    REFER TO WEBSITE AT WWW.LAWSONVALENTINE.ORG FOR GUIDELINES RELATED TO LIMITATIONS AND RESTRICTIONS ON GRANTS
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 35,000
    AFRICAN COMMUNITIES TOGETHER
    127 W 127TH ST STE 221
    NEW YORK,NY10027     		  PC GENERAL PURPOSE 2,500
    AGRICULTURAL JUSTICE PROJECT
    214 WEST UNIVERSITY AVE STE D
    GAINESVILLE,FL32601     		  PC GENERAL PURPOSE 3,000
    ALTERNATIVES FOR COMMUNITY & ENVIRONMENT
    C/O BOSTON COLLEGE L S 2181
    WASHINGTON ST STE 301
    ROXBURY,MA021192082     		  PC GENERAL PURPOSE 35,000
    ARISE FOR SOCIAL JUSTICE
    94 RIFLE STREET
    SPRINGFIELD,MA011051632     		  PC GENERAL PURPOSE 20,000
    ATLANTA COMMUNITY FOOD BANK
    3400 NORTH DESERT DRIVE
    ATLANTA,GA30344     		  PC GENERAL PURPOSE 4,000
    AVP NY
    100 RACHEL CARSON WAY
    ITHACA,NY14850     		  PC GENERAL PURPOSE 500
    AVP USA
    1050 SELBY AVE
    ST PAUL,MN55104     		  PC GENERAL PURPOSE 1,000
    BRANDWORKERS
    PO BOX 1257
    LONG ISLAND CITY,NY11101     		  PC GENERAL PURPOSE 2,000
    CATA FARMWORKERS
    PO BOX 510
    GLASSBORO,NJ08020     		  PC GENERAL PURPOSE 1,000
    CENTER OF THEOLOGICAL INQUIRY
    50 STOCKTON STREET
    PRINCETON,NJ08540     		  PC GENERAL PURPOSE 5,000
    CITIZENS CAMPAIGN FUND FOR THE ENVIRONMENT
    2404 WHITNEY AVE 2ND FL
    HAMDEN,CT06518     		  PC GENERAL PURPOSE 5,000
    CITYSEED
    PO BOX 2056
    NEW HAVEN,CT06521     		  PC GENERAL PURPOSE 20,000
    CONNECTICUT CITIZENS RESEARCH GROUP
    139 VANDERBILT AVE
    W HARTFORD,CT06110     		  PC GENERAL PURPOSE 5,000
    CONNECTICUT NURSES FOUNDATION
    377 RESEARCH PKWY STE 2D
    MERIDEN,CT06450     		  PC GENERAL PURPOSE 5,000
    CT COUNCIL OCCUPATIONAL SAFETY HEALTH
    683 N MOUNTAIN ROAD
    NEWINGTON,CT06111     		  PC GENERAL PURPOSE 5,000
    CT ROUNDTABLE ON CLIMATE AND JOBS
    14 TREMONT STREET
    HARTFORD,CT06105     		  PC GENERAL PURPOSE 6,000
    D&R GREENWAY LAND TRUST
    1 PRESERVATION PLACE
    PRINCETON,NJ08540     		  PC GENERAL PURPOSE 5,000
    DR SHALON'S MATERNAL ACTION PROJECT
    4780 ASHFORD DUNWOODY RD STE 540
    ATLANTA,GA30338     		  PC GENERAL PURPOSE 10,000
    FARMWORKERS ASSOC OF FLORIDA
    1264 APOPKA BLVD
    APOPKA,FL32703     		  PC GENERAL PURPOSE 1,000
    FOOD CHAIN WORKERS ALLIANCE
    1730 OLYMPIC BLVD 300
    LOS ANGELES,CA90015     		  PC GENERAL PURPOSE 28,000
    GEORGIA PUBLIC BROADCASTING
    260 14TH STREET NW
    ATLANTA,GA30318     		  PC GENERAL PURPOSE 1,000
    GIVING KITCHEN
    53 EDGEWOOD AVE STE 100
    ATLANTA,GA30312     		  PC GENERAL PURPOSE 2,000
    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 25,000
    GREEN ADVOCATES USA
    22 CHESTNUT PL STE 214
    BROOKLINE,MA02445     		  PC GENERAL PURPOSE 11,500
    HARTFORD FOOD SYSTEM
    191 FRANKLIN AVENUE
    HARTFORD,CT06114     		  PC GENERAL PURPOSE 25,440
    HELLO (LOFA COUNTY COMMUNITY COLLEGE)
    7507 31ST STREET
    OAKDALE,MN55128     		  PC GENERAL PURPOSE 7,500
    HUDSONIA
    PO BOX 5000
    ANNANDALE,NY125045000     		  PC GENERAL PURPOSE 7,000
    IOBY (CITYSEED & FRESH NL MATCH)
    PO BOX 4668 74253
    NEW YORK,NY101634668     		  PC GENERAL PURPOSE 6,413
    LAUNDRY WORKERS CENTER
    80 BROAD ST STE 613A
    NEW YORK,NY10004     		  PC GENERAL PURPOSE 1,000
    MAGNOLIA TREE EARTH CENTER
    677 LAFAYETTE AVE
    BROOKLYN,NY11216     		  PC GENERAL PURPOSE 8,000
    MARY MITCHELL FAMILY & YOUTH CENTER
    2007 MAPES AVE
    BRONX,NY10460     		  PC GENERAL PURPOSE 4,500
    MASSACHUSETTS AVENUE PROJECT
    271 GRANT STREET
    BUFFALO,NY14213     		  PC GENERAL PURPOSE 21,659
    MIGRANT JUSTICE
    179 SOUTH WINOOSKI AVENUE
    BURLINGTON,VT05401     		  PC GENERAL PURPOSE 20,000
    MISSISSIPPI WORKERS CENTER FOR HUMAN RIGHTS
    PO BOX 1223
    GREENVILLE,MS38702     		  PC GENERAL PURPOSE 2,000
    MORVEN
    55 STOCKTON STREET
    PRINCETON,NJ08540     		  PC GENERAL PURPOSE 5,000
    NEW ALTERNATIVES
    50 E 7TH STREET
    NEW YORK,NY10003     		  PC GENERAL PURPOSE 7,000
    NEW ENGLAND GRASSROOTS ENVIRONMENTAL FUND
    50 STATE STREET
    MONTPELIER,VT05602     		  PC GENERAL PURPOSE 30,000
    NORTH STAR FUND
    520 EIGHTH AVE STE 1800
    NEW YORK,NY10018     		  PC GENERAL PURPOSE 10,000
    NUESTRAS RAICES
    325 MAIN STREET
    HOLYOKE,MA01040     		  PC GENERAL PURPOSE 25,000
    ORGANIZATION FOR REFUGEE SUCCESS (ORIS)
    434 LAKE AVE 2ND FL
    MANCHESTER,NH03103     		  PC GENERAL PURPOSE 22,100
    PIONEER VALLEY WORKERS CENTER
    20 HAMPTON AVE STE 200
    NORTHAMPTON,MA01060     		  PC GENERAL PURPOSE 1,000
    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
    PROGEORGIA
    151 ELLIS ST NE
    ATLANTA,GA30303     		  PC GENERAL PURPOSE 7,500
    RED TOMATO
    251 REVERE ST
    CANTON,MA02021     		  PC GENERAL PURPOSE 10,000
    REGIONAL ENVIRONMENTAL COUNCIL
    PO BOX 255
    WORCESTER,MA01613     		  PC GENERAL PURPOSE 1,088
    RESTAURANT OPPORTUNITIES CENTER UNITED
    275 7TH AVE
    NEW YORK,NY10001     		  PC GENERAL PURPOSE 1,000
    RISING HOPE INC
    41 DRIFTWOOD
    SOMERS,NY10589     		  PC GENERAL PURPOSE 2,500
    SAFEHOUSE OUTREACH
    89 ELLIS ST NE
    ATLANTA,GA30303     		  PC GENERAL PURPOSE 1,000
    SALK INSTITUTE FOR BIOMEDICAL RESEARCH
    10010 TORREY PINE ROAD
    LA JOLLA,CA92037     		  PC GENERAL PURPOSE 2,500
    SOCIAL GOOD FUND (CORPWATCH)
    PO BOX 5473
    RICHMOND,CA94805     		  PC GENERAL PURPOSE 15,000
    SOUL FIRE FARM INSTITUTE
    1972 NY HWY 2
    PETERSBURG,NY12138     		  PC GENERAL PURPOSE 10,000
    SOUTH RIVER WATERSHED ALLIANCE
    PO BOX 1341
    DECATUR,GA30031     		  PC GENERAL PURPOSE 10,000
    STATE VOICES
    1616 P STREET NW STE 220
    WASHINGTON,DC20036     		  PC GENERAL PURPOSE 5,000
    TIDES CENTER (NESAWG)
    1014 TORNEY AVENUE
    SAN FRANCISCO,CA941291755     		  PC GENERAL PURPOSE 25,000
    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 68,500
    URBAN JUSTICE CENTER
    40 RECTOR ST 9TH FL
    NEW YORK,NY10006     		  PC GENERAL PURPOSE 1,000
    URBAN OCEAN LAB
    533 W 218 STREET
    NEW YORK,NY11238     		  PC GENERAL PURPOSE 13,500
    WABE
    740 DISMARK RD NE
    ATLANTA,GA30324     		  PC GENERAL PURPOSE 1,000
    WARREN WILSON COLLEGE
    701 WARREN WILSON ROAD
    ASHEVILLE,NC28815     		  PC GENERAL PURPOSE 2,000
    WE ACT FOR ENVIRONMENTAL JUSTICE
    1854 AMSTERDAM AVE 2ND FL
    NEW YORK,NY10031     		  PC GENERAL PURPOSE 5,000
    WORKING LANDS ALLIANCE
    78 BEAVER RD STE 2A
    WETHERSFIELD,CT06109     		  PC GENERAL PURPOSE 3,500
    Total .................................bullet 3a 675,200
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 1,741  
    4 Dividends and interest from securities....     14 223,532  
    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 9,129 14 32,543  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 826,035  
    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).. 9,129 1,083,851 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,092,980
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    LAWSON VALENTINE FOUNDATION
    EIN:
    13-6920044
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 8,120 0   8,120

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    LAWSON VALENTINE FOUNDATION
    EIN:
    13-6920044
    Name of Bond End of Year Book Value End of Year Fair Market Value
    APPLE INC. SR GLBL NT 3% 6/20/2027 56,010 56,010
    APPLE INC. SR GLBL NT, 3.25%, 2/15/22 112,221 112,221
    BANK AMER CORP SR GLBL NT VAR RATE 169,431 169,431
    BLACKROCK INC, 3.375%, 6/1/22 104,338 104,338
    BLACKROCK INC., 3.5%, 3/18/24 54,920 54,920
    CATERPILLAL FINL SVCS, 3.3%, 6/9/24 109,376 109,376
    CATERPILLAR INC., 2.85%, 6/1/22 155,589 155,589
    CITIGROUP INC SR GLBL, 2.75%, 4825/22 154,484 154,484
    CITIGROUP INC., 2.7%, 3/30/21 50,289 50,289
    COMCAST CORP., 3.375%, 8/15/25 111,574 111,574
    DEERE JOHN CAP CORP, 3.35%, 6/12/24 137,206 137,206
    ORACLE CORP, 3.4%, 7/8/24 109,455 109,455
    PFIZER, INC., 3.4%, 5/15/24 109,891 109,891
    SHELL INTL FIN, 2.5%, 9/12/26 192,162 192,162
    GOLDMAN SACHS, 2.6%, 2/7/30 161,347 161,347

    TY 2020 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. 154,537 154,537
    ALPHABET INC. CL A 133,201 133,201
    ALPHABET INC. CL C 234,752 234,752
    ALPS ETF TR CLEAN ENERGY 961,800 961,800
    AMAZON.COM INC. 504,824 504,824
    AMERICAN TOWER CORP. 87,539 87,539
    ANALOG DEVICES INC. 95,581 95,581
    APPLE, INC. 256,490 256,490
    AUTOMATIC DATA PROCESSING INC. 73,652 73,652
    BLACKROCK, INC. 142,143 142,143
    BLACKSTONE GROUP INC. 117,760 117,760
    CHEVRON CORP. 48,981 48,981
    CIBC ATLAS INTL GROWTH FUND 279,400 279,400
    CIBC ATLAS MID CAP EQUITY FUND 432,882 432,882
    CIGNA CORP. 72,447 72,447
    CISCO SYSTEMS INC. 154,029 154,029
    COMCAST CORP. 75,089 75,089
    DANAHER CORP. 130,174 130,174
    DISNEY WALT CO. INC. 83,162 83,162
    DOLLAR GENERAL CORP. 83,279 83,279
    ECOLAB INC. 134,792 134,792
    FIDELITY NATIONAL INFO SVCS INC. 130,850 130,850
    FISERV INC. 118,073 118,073
    HOME DEPOT INC. 158,841 158,841
    HONEYWELL INTL INC. 160,588 160,588
    INTERCONTINENTAL EXCHANGE INC. 144,804 144,804
    JOHNSON & JOHNSON 151,872 151,872
    JP MORGAN CHASE & CO. 182,218 182,218
    LINDE PLC 149,410 149,410
    MATTHEWS PACIFIC TIGER FUND 290,171 290,171
    MEDTRONIC INC. 100,038 100,038
    MICROSOFT CORP. 457,296 457,296
    NEXTERA ENERGY INC. 124,134 124,134
    PEPSICO INC. 102,772 102,772
    PIONEER NAT RES CO. 50,567 50,567
    QUALCOMM INC. 141,067 141,067
    RAYTHEON CO. 101,258 101,258
    SCHWAB CHARLES CORP. 144,852 144,852
    STRYKER CORP. 95,076 95,076
    T MOBILE US INC. 148,874 148,874
    TEXAS INSTRUMENTS INC. 75,008 75,008
    THERMO FISHER CORP. 153,707 153,707
    TJX COS. INC. 134,668 134,668
    U.S.BANCORP 94,391 94,391
    UNION PACIFIC CORP 149,086 149,086
    UNITEDHEALTH GROUP INC. 223,734 223,734
    VF CORP. 93,695 93,695
    VISA INC. 207,575 2,075,575
    WASTE MANAGEMENT INC. 99,179 99,179
    ZOETIS INC. 104,927 104,927
    OTIS WORLDWIDE CORP. 65,996 65,996
    ROPER INDUSTRIES INC. 92,253 92,253
    VESTAS WIND SYS ADR 57,974 57,974
    XYLEM INC. 27,687 27,687
    ALIBABA GROUP HLDG LTD 33,280 33,280
    CHIPOTLE MEXICAN GRILL INC 18,027 18,027
    STARBUCKS INC. 37,550 37,550
    BEYOND MEAT INC. 11,000 11,000
    DANONE SPONS ADR 33,443 33,443
    MONDELEZ INTL INC. 109,456 109,456
    AIA GROUP LTD 49,645 49,645
    PNC FINL SVCS GROUP INC. 79,566 79,566
    S&P GLOBAL INC. 88,757 88,757
    ABBOTT LABORATORIES INC. 120,986 120,986
    ASTRAZENECA PLC SPONS ADR 83,233 83,233
    EDWARDS LIFESCIENCES CORP. 35,397 35,397
    NOVARTIS AG SPONS ADR 36,544 36,544
    VERTEX PHARMACEUTICALS INC. 20,562 20,562
    ASML HOLDING NV NY REGISTRY 41,456 41,456
    AUTODESK INC. 30,839 30,839
    DOCUSIGN INC. 18,006 18,006
    ENPHASE ENERGY INC. 18,424 18,424
    EURONET WORLDWIDE INC. 22,463 22,463
    PAYPAL HOLDINGS INC. 50,587 50,587
    SALESFORCE INC. 82,336 82,336
    AMERICAN ELEC PWR INC. 75,609 75,609
    AMERICAN WATER WORKS CO. INC. 71,977 71,977
    CMS ENERGY CORP. 13,789 13,789

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    LAWSON VALENTINE FOUNDATION
    EIN:
    13-6920044
    US Government Securities - End of Year Book Value:

    2,600,472
    US Government Securities - End of Year Fair Market Value:

    2,600,471
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2020 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 403,720 403,720
    ATLAS POINT OPPORTUNITY FUND LLC FMV 19,167 19,167
    NEWPORT ASIA ADVISORS FUND, LP FMV 576,929 576,929
    SIGULER GUFF SMALL BUYOUT OPP FUND FMV 265,772 265,772

    TY 2020 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 438 0   438
    OFFICE EXPENSE 2,900 0   2,900
    TELEPHONE/INTERNET 1,360 0   1,360
    INSURANCE 2,029 0   2,029
    MEMBERSHIPS AND DUES 4,440 0   4,440
    PORTFOLIO DEDUCTIONS THRU LP K-1S 25,176 25,176   0
    SUBSCRIPTIONS 1,246 0   1,246
    PAYROLL PROCESSING 2,540 0   2,540


    TY 2020 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 32,543 32,543 32,543
    INVESTMENT UBIT THRU LP K-1'S 9,129 0 9,129


    TY 2020 OtherIncreasesSchedule
    Name:
    LAWSON VALENTINE FOUNDATION
    EIN:
    13-6920044
    Description Amount
    CURRENT YEAR UNRECOGNIZED UNREALIZED GAIN (LOSS) ON INVESTMENTS 1,294,595


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    LAWSON VALENTINE FOUNDATION
    EIN:
    13-6920044
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVICE 72,547 72,547   0
    CONSULTANT FEES 5,373 0   5,373
    WEBSITE DEVELOPMENT 3,015 0   3,015


    TY 2020 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 7,916 0   7,916
    FOREIGN TAX WITHHELD ON DIVIDENDS 2,285 2,285   0
    FEDERAL EXCISE TAX 8,000 0   0