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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
LAWSON VALENTINE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)15 ROSZEL ROAD SUITE 10
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PRINCETON, NJ08540
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$17,435,984J 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 865 865  
4 Dividends and interest from securities... 251,639 251,639  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,238,572
b Gross sales price for all assets on line 6a 3,577,588
7 Capital gain net income (from Part IV, line 2)... 1,238,572
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 38,939 18,985  
12 Total. Add lines 1 through 11........ 1,530,015 1,510,061  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 85,000 0   85,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 13,444 0   13,444
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 17,990 0   17,990
c Other professional fees (attach schedule).... Click to see attachment 84,965 83,052   1,913
17 Interest............... 1,194 1,194   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 24,131 2,879   7,252
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 662 0   662
21 Travel, conferences, and meetings....... 6,363 0   6,363
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 52,620 19,705   32,915
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 286,369 106,830   165,539
25 Contributions, gifts, grants paid....... 565,500 565,500
26 Total expenses and disbursements. Add lines 24 and 25 851,869 106,830   731,039
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 678,146
b Net investment income (if negative, enter -0-) 1,403,231
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 35,693 41,562 41,562
2 Savings and temporary cash investments......... 556,892 441,807 441,807
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) 2,600,472 Click to see attachment2,505,067 2,505,067
b Investments—corporate stock (attach schedule)....... 9,972,087 Click to see attachment11,300,053 11,300,053
c Investments—corporate bonds (attach schedule)....... 1,788,293 Click to see attachment1,865,807 1,865,807
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,265,588 Click to see attachment1,281,688 1,281,688
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) 16,219,025 17,435,984 17,435,984
Liabilities 17 Accounts payable and accrued expenses..........   425
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)......... 0 425
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........... 16,219,025 17,435,559
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)..... 16,219,025 17,435,559
30 Total liabilities and net assets/fund balances (see instructions). 16,219,025 17,435,984
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
16,219,025
2
Enter amount from Part I, line 27a .....................
2
678,146
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
538,388
4
Add lines 1, 2, and 3 ..........................
4
17,435,559
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
17,435,559
Form 990-PF (2021)
Form 990-PF (2021)
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 AMERICAN ELEC PWR CO. P 2020-11-06 2021-05-14
b AMERICAN ELEC PWR CO. P 2020-10-12 2021-05-18
c AMERICAN ELEC PWR CO. P 2020-11-06 2021-05-18
d AMERICAN WATER WORKS CO. P 2020-06-04 2021-05-14
e AMERICAN WATER WORKS CO. P 2020-06-04 2021-06-04
ASTRAZENECA ADR P 2020-11-06 2021-05-14
BEYOND MEAT INC. P 2021-06-04 2021-06-29
BOOKING HOLDINGS INC. P 2021-04-28 2021-05-14
BOOKING HOLDINGS INC. P 2021-04-28 2021-06-04
BOOKING HOLDINGS INC. P 2021-05-10 2021-06-04
CHEGG INC. P 2021-08-11 2021-11-19
CME GROUP INC. P 2021-04-28 2021-05-14
CME GROUP INC. P 2021-04-28 2021-06-04
CMS ENERGY CORP. P 2020-01-31 2021-01-22
COSTCO WHOLESALE CORP. P 2021-03-17 2021-05-14
COSTCO WHOLESALE CORP. P 2021-03-17 2021-06-04
DR HORTON INC. P 2021-05-18 2021-06-04
MARTIN MARIETTA MATERIALS INC. P 2021-05-18 2021-06-04
MONDELEZ INTL INC. P 2020-04-30 2021-03-03
MONDELEZ INTL INC. P 2020-09-14 2021-03-03
NOVARTIS A SPONS ADR P 2020-09-30 2021-02-22
PIONEER NATURAL RESOURCES CO. P 2021-03-17 2021-07-02
PIONEER NATURAL RESOURCES CO. P 2021-04-28 2021-07-02
PNC FINANCIAL SERVICES GROUP P 2020-11-17 2021-05-14
PNC FINANCIAL SERVICES GROUP P 2020-11-17 2021-06-04
SOFTBANK GROUP P 2021-02-22 2021-10-15
SOFTBANK GROUP P 2021-06-04 2021-10-15
STANLEY BLACK & DECKER INC. P 2021-03-17 2021-05-14
STANLEY BLACK & DECKER INC. P 2021-03-17 2021-06-04
TE CONNECTIVITY LTD P 2021-04-28 2021-05-14
TE CONNECTIVITY LTD P 2021-04-28 2021-06-04
US TREASURY NTS, 1.5%, 9/30/21 P 2020-11-09 2021-09-30
US TREASURY NTS, 2.0%, 5/31/21 P 2020-07-30 2021-06-01
VF CORP. P 2021-06-04 2021-08-11
VERTEX PHARMACEUTICALS INC. P 2021-06-04 2021-08-11
WASTE MANAGEMENT INC. P 2020-03-31 2021-03-17
ABBOTT LABORATORIES P 2020-03-02 2021-05-14
ABBOTT LABORATORIES P 2020-03-02 2021-05-18
ABBOTT LABORATORIES P 2020-03-02 2021-06-04
ADOBE SYSTEMS INC. P 2020-01-13 2021-05-14
ALIBABA GROUP HOLDING LTD P 2020-01-31 2021-02-22
ALPHABET INC. CL A P 2012-02-08 2021-05-14
ALPHABET INC. CL C P 2014-10-22 2021-05-14
ALPHABET INC. CL C P 2011-02-10 2021-06-29
ALPHABET INC. CL C P 2014-10-22 2021-06-29
AMAZON.COM INC. P 2020-04-15 2021-05-14
AMAZON.COM INC. P 2020-05-21 2021-06-04
AMERICAN TOWER CORP. P 2020-01-31 2021-05-14
AMERICAN WATER WORKS CO. P 2020-06-04 2021-12-17
ANALOG DEVICES INC. P 2018-12-28 2021-05-14
ANALOG DEVICES INC. P 2018-10-17 2021-06-04
ANALOG DEVICES INC. P 2018-12-28 2021-06-04
ASML HOLDING NV EURO P 2020-01-31 2021-04-29
ASML HOLDING NV EURO P 2020-01-31 2021-08-31
ASML HOLDING NV EURO P 2020-01-31 2021-11-19
ATLAS INTL GROWTH FUND P 2019-10-25 2021-06-02
AUTOMATIC DATA PROCESSING INC. P 2011-07-22 2021-05-14
AUTOMATIC DATA PROCESSING INC. P 2011-07-22 2021-06-04
BEYOND MEAT INC. P 2020-01-31 2021-06-29
BLACKROCK INC. P 2011-02-16 2021-02-23
BLACKROCK INC. P 2016-06-17 2021-02-23
BLACKROCK INC. P 2019-03-26 2021-02-23
BLACKROCK INC. P 2020-01-31 2021-02-23
BLACKROCK INC. P 2011-02-16 2021-05-14
BLACKSTONE GROUP INC. P 2019-10-18 2021-05-14
BLACKSTONE GROUP INC. P 2019-07-23 2021-06-04
BLACKSTONE GROUP INC. P 2019-10-18 2021-06-04
BLACKSTONE GROUP INC. P 2020-09-14 2021-09-17
BLACKSTONE GROUP INC. P 2020-09-14 2021-12-16
CHEVRON CORP. P 2018-02-01 2021-05-14
CHEVRON CORP. P 2018-02-01 2021-06-04
CHEVRON CORP. P 2018-08-27 2021-06-04
CHEVRON CORP. P 2017-10-31 2021-07-02
CHEVRON CORP. P 2018-08-27 2021-07-02
CIGNA CORP. P 2015-12-04 2021-05-14
CIGNA CORP. P 2015-12-04 2021-06-04
CIGNA CORP. P 2015-12-04 2021-09-16
CIGNA CORP. P 2015-12-04 2021-11-04
CISCO SYSTEMS INC. P 2020-01-03 2021-05-14
CITIGROUP INC. 2.7% 3/30/21 P 2016-07-11 2021-03-30
COMCAST CORP. P 2011-06-23 2021-03-03
COMCAST CORP. P 2020-01-31 2021-03-03
COMCAST CORP. P 2011-06-23 2021-05-14
COMCAST CORP. P 2011-06-23 2021-06-04
COMCAST CORP. P 2011-06-23 2021-11-04
DISNEY WALT CO. P 2019-10-17 2021-02-03
DISNEY WALT CO. P 2020-01-14 2021-02-03
DISNEY WALT CO. P 2019-10-17 2021-05-14
DISNEY WALT CO. P 2019-10-17 2021-06-04
DOLLAR GEN CORP. P 2013-01-09 2021-03-29
DOLLAR GEN CORP. P 2013-01-09 2021-05-14
DOLLAR GEN CORP. P 2013-01-09 2021-06-04
ECOLAB INC. P 2020-01-31 2021-03-17
ECOLAB INC. P 2019-10-30 2021-05-14
ECOLAB INC. P 2020-01-31 2021-05-14
EDWARDS LIFESCIENCES CORP. P 2020-01-31 2021-11-19
EDWARDS LIFESCIENCES CORP. P 2020-07-22 2021-11-19
ENPHASE ENERGY INC. P 2020-10-08 2021-11-19
FEDL HOME LOAN MTG, 1.125%, 8/12/21 P 2016-09-14 2021-08-12
FED NATL MTG ASSN, 1.375%, 10/7/21 P 2018-06-25 2021-10-07
FIDELITY NATL INFO SERVICES P 2018-02-08 2021-05-14
FIDELITY NATL INFO SERVICES P 2018-10-04 2021-05-14
FIDELITY NATL INFO SERVICES P 2011-11-29 2021-06-04
FIDELITY NATL INFO SERVICES P 2018-02-08 2021-06-04
FISERV INC. P 2020-03-13 2021-05-14
FISERV INC. P 2011-01-19 2021-05-18
FISERV INC. P 2020-03-13 2021-05-18
FISERV INC. P 2011-11-29 2021-06-04
HOME DEPOT INC. P 2020-01-31 2021-04-29
HOME DEPOT INC. P 2020-01-31 2021-05-14
HOME DEPOT INC. P 2018-12-28 2021-12-16
HOME DEPOT INC. P 2020-01-31 2021-12-16
HOME DEPOT INC. P 2020-11-19 2021-12-16
HONEYWELL INTL INC. P 2018-12-07 2021-05-14
HONEYWELL INTL INC. P 2017-06-21 2021-06-04
HONEYWELL INTL INC. P 2018-12-07 2021-06-04
INTERCONTINENTAL EXCHANGE INC. P 2017-12-01 2021-04-28
INTERCONTINENTAL EXCHANGE INC. P 2020-01-31 2021-04-28
INTERCONTINENTAL EXCHANGE INC. P 2017-12-01 2021-05-14
INTERCONTINENTAL EXCHANGE INC. P 2017-10-31 2021-08-31
INTERCONTINENTAL EXCHANGE INC. P 2017-12-01 2021-08-31
INTERCONTINENTAL EXCHANGE INC. P 2018-02-08 2021-08-31
JOHNSON & JOHNSON P 2019-10-28 2021-01-27
JOHNSON & JOHNSON P 2015-02-26 2021-02-22
JOHNSON & JOHNSON P 2019-10-28 2021-02-22
JOHNSON & JOHNSON P 2012-08-06 2021-03-17
JOHNSON & JOHNSON P 2015-02-26 2021-03-17
JOHNSON & JOHNSON P 2012-08-06 2021-04-28
JOHNSON & JOHNSON P 2012-08-20 2021-04-28
JPMORGAN CHASE & CO. P 2012-09-27 2021-01-22
JPMORGAN CHASE & CO. P 2012-09-17 2021-02-22
JPMORGAN CHASE & CO. P 2020-01-31 2021-02-22
JPMORGAN CHASE & CO. P 2012-09-27 2021-05-14
JPMORGAN CHASE & CO. P 2020-03-26 2021-05-14
JPMORGAN CHASE & CO. P 2012-09-27 2021-06-04
LINDE PLC P 2020-01-31 2021-03-29
MEDTRONIC PLC P 2015-01-27 2021-05-14
MEDTRONIC PLC P 2015-01-27 2021-06-04
MICROSOFT CORP. P 2011-04-12 2021-05-14
MICROSOFT CORP. P 2011-04-12 2021-06-29
MONDELEZ INTL INC. P 2020-04-30 2021-05-14
MONDELEZ INTL INC. P 2020-04-30 2021-06-04
NEXTERA ENERGY INC. P 2020-01-31 2021-05-14
NOVARTIS A SPONS ADR P 2020-01-31 2021-02-22
OTIS WORLDWIDE CORP. P 2018-02-14 2021-05-14
OTIS WORLDWIDE CORP. P 2018-06-20 2021-05-14
OTIS WORLDWIDE CORP. P 2018-06-29 2021-05-14
OTIS WORLDWIDE CORP. P 2018-02-14 2021-06-04
OTIS WORLDWIDE CORP. P 2020-04-16 2021-06-04
PAYPAL HLDGS INC. P 2020-01-31 2021-03-29
PEPSICO INC. P 2014-02-20 2021-02-03
PEPSICO INC. P 2016-11-14 2021-02-03
PEPSICO INC. P 2019-08-07 2021-02-03
PEPSICO INC. P 2014-02-20 2021-05-14
PEPSICO INC. P 2014-02-20 2021-06-04
PIONEER NATURAL RESOURCES CO. P 2016-11-03 2021-05-14
PIONEER NATURAL RESOURCES CO. P 2016-11-03 2021-06-04
PIONEER NATURAL RESOURCES CO. P 2016-11-03 2021-06-04
PIONEER NATURAL RESOURCES CO. P 2016-11-03 2021-07-02
PIONEER NATURAL RESOURCES CO. P 2017-06-21 2021-07-02
PIONEER NATURAL RESOURCES CO. P 2019-02-14 2021-07-02
QUALCOMM INC. P 2016-07-21 2021-02-22
QUALCOMM INC. P 2016-11-18 2021-02-22
QUALCOMM INC. P 2016-07-21 2021-05-14
QUALCOMM INC. P 2016-07-21 2021-06-04
RAYTHEON TECHNOLOGIES INC. P 2019-04-02 2021-05-14
RAYTHEON TECHNOLOGIES INC. P 2018-12-07 2021-06-04
RAYTHEON TECHNOLOGIES INC. P 2019-04-02 2021-06-04
ROPER TECHNOLOGIES INC. P 2020-04-16 2021-05-14
ROPER TECHNOLOGIES INC. P 2020-04-16 2021-06-04
S&P GLOBAL INC. P 2020-01-31 2021-05-14
SALESFORCE.COM INC. P 2020-03-19 2021-05-14
SALESFORCE.COM INC. P 2020-03-19 2021-06-04
SCHWAB CHARLES CORP. P 2020-01-14 2021-01-27
SCHWAB CHARLES CORP. P 2020-01-14 2021-03-29
SCHWAB CHARLES CORP. P 2020-01-14 2021-05-14
SCHWAB CHARLES CORP. P 2020-01-14 2021-06-04
SCHWAB CHARLES CORP. P 2020-01-31 2021-06-04
STRYKER CORP. P 2020-03-31 2021-05-14
STRYKER CORP. P 2020-03-31 2021-05-26
STRYKER CORP. P 2020-03-31 2021-06-04
T-MOBILE US INC. P 2020-01-14 2021-05-14
T-MOBILE US INC. P 2020-01-14 2021-06-04
TEXAS INSTRUMENTS INC. P 2019-10-01 2021-05-14
TEXAS INSTRUMENTS INC. P 2019-10-01 2021-06-04
TEXAS INSTRUMENTS INC. P 2019-10-01 2021-07-23
TEXAS INSTRUMENTS INC. P 2019-12-10 2021-07-23
THERMO FISHER SCIENTIFIC INC. P 2015-07-14 2021-02-22
THERMO FISHER SCIENTIFIC INC. P 2020-01-31 2021-02-22
THERMO FISHER SCIENTIFIC INC. P 2015-07-14 2021-05-14
TJX COMPANIES INC. P 2019-08-07 2021-02-03
TJX COMPANIES INC. P 2020-01-31 2021-02-03
TJX COMPANIES INC. P 2017-08-21 2021-02-22
TJX COMPANIES INC. P 2019-08-07 2021-02-22
TJX COMPANIES INC. P 2017-08-21 2021-03-29
TJX COMPANIES INC. P 2020-03-13 2021-03-29
TJX COMPANIES INC. P 2017-08-21 2021-05-14
TJX COMPANIES INC. P 2017-08-21 2021-06-04
U.S. BANCORP P 2019-07-18 2021-05-14
UNION PAC CORP. P 2020-01-31 2021-05-14
UNITEDHEALTH GROUP INC. P 2020-01-31 2021-03-29
UNITEDHEALTH GROUP INC. P 2020-03-26 2021-03-29
UNITEDHEALTH GROUP INC. P 2020-03-26 2021-03-29
UNITEDHEALTH GROUP INC. P 2020-03-26 2021-04-29
UNITEDHEALTH GROUP INC. P 2020-03-26 2021-05-14
US BANCORP P 2019-04-02 2021-05-26
US BANCORP P 2019-07-18 2021-05-26
US BANCORP P 2012-11-02 2021-06-04
US BANCORP P 2014-08-26 2021-06-04
US BANCORP P 2019-04-02 2021-06-04
VF CORP. P 2011-11-29 2021-03-12
VF CORP. P 2012-07-25 2021-03-12
VF CORP. P 2018-12-28 2021-03-12
VF CORP. P 2020-01-31 2021-03-12
VF CORP. P 2011-11-29 2021-08-11
VERTEX PHARMACEUTICALS INC. P 2020-01-31 2021-08-11
VESTAS WIND SYS AS P 2020-01-31 2021-04-29
VISA INC. P 2016-11-29 2021-05-14
VISA INC. P 2014-09-05 2021-06-04
VISA INC. P 2016-11-29 2021-06-04
WASTE MANAGEMENT INC. P 2019-11-07 2021-03-03
WASTE MANAGEMENT INC. P 2019-12-10 2021-03-03
WASTE MANAGEMENT INC. P 2020-01-03 2021-03-03
WASTE MANAGEMENT INC. P 2019-11-07 2021-03-17
ZOETIS INC. P 2018-12-12 2021-05-14
ZOETIS INC. P 2019-01-30 2021-05-14
ZOETIS INC. P 2019-01-30 2021-06-04
ZOETIS INC. P 2020-11-16 2021-12-16
APPLE INC. P 2005-11-09 2021-03-29
APPLE INC. P 2005-11-09 2021-05-14
APPLE INC. P 2005-11-09 2021-06-04
CIGNA CORP. P 2001-09-18 2021-11-04
DANAHER CORP. P 2009-11-17 2021-02-22
DANAHER CORP. P 2009-11-17 2021-05-14
DANAHER CORP. P 2009-11-17 2021-06-04
LINDE PLC P 2007-05-17 2021-03-29
LINDE PLC P 2007-05-17 2021-05-14
STRYKER CORP. P 2010-10-05 2021-06-04
US TREASURY NTS, 1.125%, 1/15/21 P 2011-02-18 2021-01-15
ATLAS POINT OPPORTUNITY FUND LP P   2021-12-31
AP ENERGY INFRASTRUCTURE FUND LLC P   2021-12-31
NEWPORT ASIA ADVISORS FUND LP P   2021-12-31
SIGULER GUFF SMALL BUYOUT OPP FUND II P   2021-12-31
ATLAS POINT OPPORTUNITY FUND LP P   2021-12-31
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 5,586   5,847 -261
b 47,081   50,037 -2,956
c 25,167   26,861 -1,694
d 2,298   1,941 357
e 8,631   7,118 1,513
3,593   3,622 -29
12,631   11,918 713
2,281   2,508 -227
9,255   10,033 -778
2,314   2,578 -264
8,884   27,449 -18,565
1,524   1,407 117
6,965   6,433 532
13,009   15,437 -2,428
2,697   2,306 391
10,849   9,225 1,624
4,278   4,439 -161
6,635   7,164 -529
17,506   16,826 680
16,069   17,566 -1,497
6,166   6,100 66
14,981   15,103 -122
18,976   18,002 974
3,360   2,117 1,243
12,201   7,847 4,354
14,179   25,601 -11,422
12,659   17,077 -4,418
3,042   2,713 329
11,875   10,852 1,023
2,281   2,313 -32
10,112   9,932 180
50,000   50,000 0
150,000   150,000 0
22,415   21,801 614
15,907   17,210 -1,303
23,613   18,403 5,210
9,249   6,121 3,128
14,981   10,045 4,936
11,512   8,318 3,194
3,883   2,811 1,072
36,496   29,391 7,105
9,071   1,216 7,855
6,926   1,605 5,321
17,608   2,142 15,466
15,093   3,210 11,883
12,869   9,208 3,661
6,428   4,951 1,477
5,419   5,154 265
28,723   20,189 8,534
2,999   1,726 1,273
11,095   5,742 5,353
1,490   777 713
11,843   5,119 6,724
27,527   9,384 18,143
12,038   3,981 8,057
298,317   225,015 73,302
5,649   1,347 4,302
9,294   2,184 7,110
13,555   10,129 3,426
2,793   821 1,972
698   342 356
10,475   6,330 4,145
14,666   11,234 3,432
2,574   616 1,958
4,897   2,627 2,270
926   467 459
18,793   9,521 9,272
24,175   9,291 14,884
24,974   10,138 14,836
4,803   5,474 -671
3,763   4,354 -591
3,226   3,611 -385
40,048   44,015 -3,967
9,721   11,074 -1,353
2,907   1,532 1,375
10,477   5,711 4,766
24,046   16,296 7,750
11,693   7,651 4,042
4,760   4,304 456
50,000   50,000 0
16,610   3,582 13,028
12,457   9,934 2,523
1,520   306 1,214
6,030   1,249 4,781
40,385   9,061 31,324
14,986   11,265 3,721
10,049   8,279 1,770
1,733   1,325 408
6,535   4,904 1,631
19,913   4,211 15,702
1,860   387 1,473
7,197   1,504 5,693
21,321   20,150 1,171
1,798   1,556 242
674   593 81
25,608   16,815 8,793
7,450   4,987 2,463
19,421   7,867 11,554
50,000   50,000 0
100,000   100,000 0
3,453   2,235 1,218
751   538 213
1,758   274 1,484
14,207   9,424 4,783
3,676   3,101 575
4,752   581 4,171
11,201   9,593 1,608
11,547   1,411 10,136
7,768   5,559 2,209
5,485   3,938 1,547
12,062   5,140 6,922
4,825   2,780 2,045
8,444   5,706 2,738
5,223   3,188 2,035
9,402   5,296 4,106
11,008   6,653 4,355
32,733   19,746 12,987
4,999   4,203 796
2,144   1,364 780
28,167   15,585 12,582
4,177   2,513 1,664
26,377   15,581 10,796
16,543   12,669 3,874
14,576   9,263 5,313
14,090   11,247 2,843
14,159   6,068 8,091
7,240   4,631 2,609
53,783   22,891 30,892
36,449   15,245 21,204
25,669   7,854 17,815
4,180   1,145 3,035
17,018   15,269 1,749
1,632   409 1,223
5,223   3,097 2,126
21,133   5,236 15,897
16,617   12,081 4,536
4,016   2,421 1,595
12,403   7,567 4,836
14,633   1,518 13,115
20,995   2,007 18,988
2,253   1,841 412
9,363   7,467 1,896
2,932   2,698 234
27,923   30,058 -2,135
1,652   1,360 292
1,343   1,113 230
10   9 1
5,684   4,656 1,028
6,399   3,592 2,807
12,751   6,240 6,511
6,229   3,525 2,704
3,045   2,233 812
11,074   10,020 1,054
2,492   1,332 1,160
9,482   5,013 4,469
1,557   1,733 -176
11,618   11,958 -340
1,684   1,756 -72
9,821   10,225 -404
22,804   21,191 1,613
28,131   24,287 3,844
18,286   7,543 10,743
9,492   4,437 5,055
2,880   1,267 1,613
11,449   4,894 6,555
4,531   4,224 307
11,469   9,170 2,299
6,816   6,120 696
6,616   4,632 1,984
10,774   7,411 3,363
3,784   2,972 812
3,477   2,133 1,344
15,855   8,934 6,921
16,149   14,137 2,012
16,341   12,227 4,114
4,616   3,057 1,559
12,077   7,690 4,387
7,126   4,380 2,746
3,783   2,517 1,266
21,672   14,429 7,243
1,260   839 421
4,799   2,712 2,087
18,701   10,370 8,331
2,563   1,802 761
10,194   6,951 3,243
40,296   27,804 12,492
32,274   21,067 11,207
14,813   4,375 10,438
4,166   2,872 1,294
3,222   957 2,265
15,401   11,925 3,476
6,000   5,395 605
13,674   7,007 6,667
16,743   12,390 4,353
5,684   3,110 2,574
16,006   12,096 3,910
1,960   965 995
6,791   3,718 3,073
4,677   4,195 482
3,898   3,070 828
379   276 103
8,327   5,444 2,883
8,706   5,692 3,014
9,944   6,187 3,757
5,745   3,465 2,280
11,415   9,397 2,018
10,758   9,936 822
4,392   2,437 1,955
4,753   3,361 1,392
6,016   4,920 1,096
19,008   7,464 11,544
13,123   5,736 7,387
17,497   14,654 2,843
13,680   14,333 -653
24,270   9,400 14,870
17,086   20,144 -3,058
4,014   1,894 2,120
7,495   2,614 4,881
7,565   1,763 5,802
25,447   8,793 16,654
10,528   10,160 368
22,086   21,541 545
2,975   2,992 -17
39,594   36,666 2,928
518   275 243
3,108   1,534 1,574
12,980   6,304 6,676
25,434   18,182 7,252
26,171   467 25,704
6,348   108 6,240
25,273   438 24,835
26,409   3,048 23,361
15,548   1,943 13,605
4,097   450 3,647
14,805   1,717 13,088
8,731   5,067 3,664
3,010   1,635 1,375
7,562   1,514 6,048
119,000   117,538 1,462
    12,740 -12,740
      9,710
      39,586
      117,475
      -1,495
93,664     93,664
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       -261
b       -2,956
c       -1,694
d       357
e       1,513
      -29
      713
      -227
      -778
      -264
      -18,565
      117
      532
      -2,428
      391
      1,624
      -161
      -529
      680
      -1,497
      66
      -122
      974
      1,243
      4,354
      -11,422
      -4,418
      329
      1,023
      -32
      180
      0
      0
      614
      -1,303
      5,210
      3,128
      4,936
      3,194
      1,072
      7,105
      7,855
      5,321
      15,466
      11,883
      3,661
      1,477
      265
      8,534
      1,273
      5,353
      713
      6,724
      18,143
      8,057
      73,302
      4,302
      7,110
      3,426
      1,972
      356
      4,145
      3,432
      1,958
      2,270
      459
      9,272
      14,884
      14,836
      -671
      -591
      -385
      -3,967
      -1,353
      1,375
      4,766
      7,750
      4,042
      456
      0
      13,028
      2,523
      1,214
      4,781
      31,324
      3,721
      1,770
      408
      1,631
      15,702
      1,473
      5,693
      1,171
      242
      81
      8,793
      2,463
      11,554
      0
      0
      1,218
      213
      1,484
      4,783
      575
      4,171
      1,608
      10,136
      2,209
      1,547
      6,922
      2,045
      2,738
      2,035
      4,106
      4,355
      12,987
      796
      780
      12,582
      1,664
      10,796
      3,874
      5,313
      2,843
      8,091
      2,609
      30,892
      21,204
      17,815
      3,035
      1,749
      1,223
      2,126
      15,897
      4,536
      1,595
      4,836
      13,115
      18,988
      412
      1,896
      234
      -2,135
      292
      230
      1
      1,028
      2,807
      6,511
      2,704
      812
      1,054
      1,160
      4,469
      -176
      -340
      -72
      -404
      1,613
      3,844
      10,743
      5,055
      1,613
      6,555
      307
      2,299
      696
      1,984
      3,363
      812
      1,344
      6,921
      2,012
      4,114
      1,559
      4,387
      2,746
      1,266
      7,243
      421
      2,087
      8,331
      761
      3,243
      12,492
      11,207
      10,438
      1,294
      2,265
      3,476
      605
      6,667
      4,353
      2,574
      3,910
      995
      3,073
      482
      828
      103
      2,883
      3,014
      3,757
      2,280
      2,018
      822
      1,955
      1,392
      1,096
      11,544
      7,387
      2,843
      -653
      14,870
      -3,058
      2,120
      4,881
      5,802
      16,654
      368
      545
      -17
      2,928
      243
      1,574
      6,676
      7,252
      25,704
      6,240
      24,835
      23,361
      13,605
      3,647
      13,088
      3,664
      1,375
      6,048
      1,462
      -12,740
      9,710
      39,586
      117,475
      -1,495
      93,664
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 1,238,572
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 19,505
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 19,505
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 17,030
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 12,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 29,030
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 9,525
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet9,500 RefundedBullet 11 25
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 atbullet14 THOMSON PLACEPITTSFIELDMA ZIP+4bullet01201
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    133 HORSESHOE ROAD
    MILLBROOK,NY12545
    PAUL E VAWTER JR TRUSTEE
    1.00     		0 0 0
    1382 NEWTOWN LANGHORNE ROAD F-104
    NEWTOWN,PA18940
    VALENTINE DOYLE TRUSTEE
    1.00     		0 0 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
    133 HORSESHOE ROAD
    MILLBROOK,NY12545
    KOLU ZIGBI TRUSTEE
    1.00     		0 0 0
    106 W 129TH STREET
    NEW YORK,NY10027
    ELIZABETH CORSA EXEC DIRECTOR/TREASURER
    40.00     		85,000 13,444 0
    14 THOMSON PLACE
    PITTSFIELD,MA01201
    MARGARET LINDEMAN TRUSTEE
    1.00     		0 0 0
    4660 1/2 HAMILTON ST
    SAN DIEGO,CA92116
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    16,415,892
    b
    Average of monthly cash balances.......................
    1b
    625,031
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    17,040,923
    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
    17,040,923
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    255,614
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    16,785,309
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    839,265
    Part X
    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 IX, line 6..................
    1
    839,265
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    19,505
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    5,330
    c
    Add lines 2a and 2b............................
    2c
    24,835
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    814,430
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    814,430
    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 XII, line 1 ...
    7
    814,430
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 814,430
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 83,310
    b From 2017...... 165,909
    c From 2018...... 72,908
    d From 2019...... 24,019
    e From 2020...... 134,579
    f Total of lines 3a through e ........ 480,725
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 731,039
    a Applied to 2020, 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 2021 distributable amount..... 731,039
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 83,391 83,391
    (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 5 397,334
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		397,334
    10 Analysis of line 9:
    a Excess from 2017.... 165,828
    b Excess from 2018.... 72,908
    c Excess from 2019.... 24,019
    d Excess from 2020.... 134,579
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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
    14 THOMSON PLACE
    PITTSFIELD,MA012017025
    (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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    1FOR3ORG
    58 N BORDER ROAD
    WINCHESTER,MA01890     		  PC GENERAL PURPOSE 7,500
    AFRICAN COMMUNITIES TOGETHER
    127 W 127TH ST STE 221
    NEW YORK,NY10027     		  PC GENERAL PURPOSE 2,500
    ALTERNATIVES FOR COMMUNITY & ENVIRONMENT
    C/O BOSTON COLLEGE L S 2181
    WASHINGTON ST STE 301
    ROXBURY,MA021192082     		  PC GENERAL PURPOSE 20,000
    ARISE FOR SOCIAL JUSTICE
    94 RIFLE STREET
    SPRINGFIELD,MA011051632     		  PC GENERAL PURPOSE 20,000
    ARTS COUNCIL OF GREATER NEW HAVEN
    70 AUDUBON STREET
    NEW HAVEN,CT06510     		  PC GENERAL PURPOSE 20,000
    AVP USA
    1050 SELBY AVE
    ST PAUL,MN55104     		  PC GENERAL PURPOSE 2,000
    BRANDWORKERS
    PO BOX 1257
    LONG ISLAND CITY,NY11101     		  PC GENERAL PURPOSE 2,000
    BURMESE ROHINGYA COMMUNITY OF GEORGIA
    766 JOLLY AVENUE S M5
    CLARKSTON,GA30021     		  PC GENERAL PURPOSE 5,000
    CENTER OF THEOLOGICAL INQUIRY
    50 STOCKTON STREET
    PRINCETON,NJ08540     		  PC GENERAL PURPOSE 6,000
    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 25,000
    COMMUNITY ACTION WORKS
    294 WASHINGTON STREET 400
    BOSTON,MA02108     		  PC GENERAL PURPOSE 20,000
    COMMUNITY GROWTH CENTER
    4515 NESCONSET HWY
    PORT JEFFERSON STATION,NY11776     		  PC GENERAL PURPOSE 3,500
    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
    D&R GREENWAY LAND TRUST
    1 PRESERVATION PLACE
    PRINCETON,NJ08540     		  PC GENERAL PURPOSE 2,500
    FAIR FOOD NETWORK
    1250 N MAIN STREET
    ANN ARBOR,MI48104     		  PC GENERAL PURPOSE 10,000
    FIGHT THROUGH FLIGHTS
    H STREET NE SUITE 1527
    WASHINGTON,DC20002     		  PC GENERAL PURPOSE 5,000
    FOOD CHAIN WORKERS ALLIANCE
    1730 OLYMPIC BLVD 300
    LOS ANGELES,CA90015     		  PC GENERAL PURPOSE 25,000
    FUND FOR THE CITY OF NEW YORK
    121 SIXTH AVENUE 6TH FL
    NEW YORK,NY10013     		  PC GENERAL PURPOSE 4,000
    GARDENING THE COMMUNITY
    PO BOX 90774
    SPRINGFIELD,MA01139     		  PC GENERAL PURPOSE 25,000
    GEORGIA PUBLIC BROADCASTING
    260 14TH STREET NW
    ATLANTA,GA30318     		  PC GENERAL PURPOSE 1,000
    GLIMMERGLAS
    PO BOX 191
    COOPERSTOWN,NY13326     		  PC GENERAL PURPOSE 3,000
    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
    GREEN ADVOCATES USA
    22 CHESTNUT PL STE 214
    BROOKLINE,MA02445     		  PC GENERAL PURPOSE 7,000
    HARAMBEE
    157 PINE STREET
    KINGSTON,NY12401     		  PC GENERAL PURPOSE 3,000
    HARTFORD FOOD SYSTEM
    191 FRANKLIN AVENUE
    HARTFORD,CT06114     		  PC GENERAL PURPOSE 25,000
    HAYMARKET PEOPLES FUND
    42 SEAVERNS AVENUE
    BOSTON,MA02130     		  PC GENERAL PURPOSE 2,500
    HELLO (LOFA COUNTY COMMUNITY COLLEGE)
    7507 31ST STREET
    OAKDALE,MN55128     		  PC GENERAL PURPOSE 5,000
    HIGHLANDER CENTER FOR RESEARCH AND EDUCATION
    1959 HIGHLANDER WAY
    NEW MARKET,TN37820     		  PC GENERAL PURPOSE 4,500
    HUDSONIA
    PO BOX 5000
    ANNANDALE,NY125045000     		  PC GENERAL PURPOSE 7,000
    KINGSTON LAND TRUST
    PO BOX 270147
    KINGSTON,NY12402     		  PC GENERAL PURPOSE 2,500
    MAGNOLIA TREE EARTH CENTER
    677 LAFAYETTE AVE
    BROOKLYN,NY11216     		  PC GENERAL PURPOSE 4,000
    MARY MITCHELL FAMILY & YOUTH CENTER
    2007 MAPES AVE
    BRONX,NY10460     		  PC GENERAL PURPOSE 2,500
    MASSACHUSETTS AVENUE PROJECT
    271 GRANT STREET
    BUFFALO,NY14213     		  PC GENERAL PURPOSE 20,000
    MATTAPAN FOOD AND FITNESS COALITION
    1613 BLUE HILL AVENUE STE 307
    MATTAPAN,MA02126     		  PC GENERAL PURPOSE 20,000
    MORVEN
    55 STOCKTON STREET
    PRINCETON,NJ08540     		  PC GENERAL PURPOSE 5,000
    MOVEMENT STRATEGY CENTER CLIMATE JUSTICE ALLIANCE
    436 14TH STREET 5TH FL
    OAKLAND,CA94612     		  PC GENERAL PURPOSE 2,500
    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 20,000
    NUESTRAS RAICES
    325 MAIN STREET
    HOLYOKE,MA01040     		  PC GENERAL PURPOSE 20,000
    O FESTIVAL
    310 WALL STREET
    KINGSTON,NY12401     		  PC GENERAL PURPOSE 2,500
    ORGANIZATION FOR REFUGEE SUCCESS (ORIS)
    434 LAKE AVE 2ND FL
    MANCHESTER,NH03103     		  PC GENERAL PURPOSE 15,000
    PEACE DEVELOPMENT FUND
    41 NORTH PROSPECT STREET
    AMHERST,MA01004     		  PC GENERAL PURPOSE 2,500
    PLANNED PARENTHOOD FEDERATION
    123 WILLIAM STREET 10TH FL
    NEW YORK,NY10038     		  PC GENERAL PURPOSE 2,500
    PRESIDENT AND FELLOWS OF HARVARD COLLEGE
    PO BOX 419209
    BOSTON,MA02241     		  PC GENERAL PURPOSE 3,000
    PRINCETON SYMPHONY ORCHESTRA
    575 EWING STREET
    PRINCETON,NJ08540     		  PC GENERAL PURPOSE 5,000
    PRINCETON UNIVERSITY ART MUSEUM
    PRINCETON UNIVERSITY
    PRINCETON,NJ08544     		  PC GENERAL PURPOSE 2,500
    RISE UP KINGSTON
    140 TREMPER AVENUE
    KINGSTON,NY12401     		  PC GENERAL PURPOSE 1,500
    RISING HOPE INC
    41 DRIFTWOOD
    SOMERS,NY10589     		  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 7,500
    SOUTH RIVER WATERSHED ALLIANCE
    PO BOX 1341
    DECATUR,GA30031     		  PC GENERAL PURPOSE 7,000
    TIDES CENTER (NESAWG)
    1014 TORNEY AVENUE
    SAN FRANCISCO,CA941291755     		  PC GENERAL PURPOSE 35,000
    TSNE MISSIONWORKS
    89 SOUTH ST STE 700
    BOSTON,MA02111     		  PC GENERAL PURPOSE 35,000
    WABE
    740 DISMARK RD NE
    ATLANTA,GA30324     		  PC GENERAL PURPOSE 1,000
    WARREN WILSON COLLEGE-VOIDED
    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
    Total .................................bullet 3a 565,500
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........     		    14 865  
    4 Dividends and interest from securities ....          
    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 .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,238,572  
    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) .. 19,954 1,510,061 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,530,015
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    LAWSON VALENTINE FOUNDATION
    EIN:
    13-6920044
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 17,990 0   17,990

    TY 2021 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 53,568 53,568
    APPLE INC. SR GLBL NT, 3.25%, 2/15/22 106,895 106,895
    BANK AMER CORP SR GLBL NT VAR RATE 160,151 160,151
    BLACKROCK INC, 3.375%, 6/1/22 101,214 101,214
    BLACKROCK INC., 3.5%, 3/18/24 52,839 52,839
    CATERPILLAL FINL SVCS, 3.3%, 6/9/24 105,050 105,050
    CATERPILLAR INC., 2.85%, 6/1/22 151,435 151,435
    CITIGROUP INC SR GLBL, 2.75%, 4825/22 150,813 150,813
    COMCAST CORP., 3.375%, 8/15/25 106,881 106,881
    DEERE JOHN CAP CORP, 3.35%, 6/12/24 131,968 131,968
    GOLDMAN SACHS, 2.6%, 2/7/30 152,512 152,512
    ORACLE CORP, 3.4%, 7/8/24 104,545 104,545
    PFIZER, INC., 3.4%, 5/15/24 105,916 105,916
    SHELL INTL FIN, 2.5%, 9/12/26 183,089 183,089
    COMCAST CORP., 4.15%, 10/15/28 56,761 56,761
    JP MORGAN CHASE & CO.,SR GLBL NT VAR 142,170 142,170

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    LAWSON VALENTINE FOUNDATION
    EIN:
    13-6920044
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABORATORIES INC. 111,607 111,607
    ADOBE SYS INC. 183,160 183,160
    AIA GROUP LTD 78,759 78,759
    ALPHABET INC. CL A 289,704 289,704
    ALPHABET INC. CL C 341,444 341,444
    ALPS ETF TR CLEAN ENERGY 769,800 769,800
    AMAZON.COM INC. 496,817 496,817
    AMERICAN TOWER CORP. 127,823 127,823
    AMERICAN WATER WORKS CO. INC. 45,893 45,893
    ANALOG DEVICES INC. 96,849 96,849
    APPLE, INC. 260,318 260,318
    ASML HOLDING NV NY REGISTRY 62,099 62,099
    ASTRAZENECA PLC SPONS ADR 189,720 189,720
    AUTODESK INC. 53,707 53,707
    AUTOMATIC DATA PROCESSING INC. 84,330 84,330
    BLACKROCK, INC. 172,125 172,125
    BLACKSTONE GROUP INC. 151,774 151,774
    CHIPOTLE MEXICAN GRILL INC 43,706 43,706
    CIBC ATLAS MID CAP EQUITY FUND 468,347 468,347
    CISCO SYSTEMS INC. 222,239 222,239
    DANAHER CORP. 144,764 144,764
    DANONE SPONS ADR 61,099 61,099
    DISNEY WALT CO. INC. 101,298 101,298
    DOCUSIGN INC. 26,350 26,350
    DOLLAR GENERAL CORP. 86,078 86,078
    ECOLAB INC. 145,915 145,915
    EDWARDS LIFESCIENCES CORP. 77,730 77,730
    ENPHASE ENERGY INC. 38,966 38,966
    EURONET WORLDWIDE INC. 47,310 47,310
    FIDELITY NATIONAL INFO SVCS INC. 86,010 86,010
    FISERV INC. 79,088 79,088
    HOME DEPOT INC. 282,622 282,622
    HONEYWELL INTL INC. 157,425 157,425
    INTERCONTINENTAL EXCHANGE INC. 79,874 79,874
    JP MORGAN CHASE & CO. 147,265 147,265
    LINDE PLC 190,537 190,537
    MATTHEWS PACIFIC TIGER FUND 228,644 228,644
    MEDTRONIC INC. 74,691 74,691
    MICROSOFT CORP. 685,756 685,756
    MONDELEZ INTL INC. 70,222 70,222
    NEXTERA ENERGY INC. 223,037 223,037
    OTIS WORLDWIDE CORP. 96,299 96,299
    PAYPAL HOLDINGS INC. 56,951 56,951
    PEPSICO INC. 80,775 80,775
    PNC FINL SVCS GROUP INC. 116,903 116,903
    QUALCOMM INC. 113,379 113,379
    RAYTHEON TECHNOLOGIES CORP. 128,402 128,402
    ROPER INDUSTRIES INC. 86,075 86,075
    S&P GLOBAL INC. 191,132 191,132
    SALESFORCE INC. 147,395 147,395
    SCHWAB CHARLES CORP. 156,342 156,342
    STARBUCKS INC. 78,838 78,838
    STRYKER CORP. 67,390 67,390
    T MOBILE US INC. 132,681 132,681
    THERMO FISHER CORP. 207,512 207,512
    TJX COS. INC. 57,092 57,092
    U.S.BANCORP 102,791 102,791
    UNION PACIFIC CORP 223,462 223,462
    UNITEDHEALTH GROUP INC. 303,293 303,293
    VESTAS WIND SYS ADR 65,847 65,847
    VISA INC. 226,029 226,029
    XYLEM INC. 61,639 61,639
    ZOETIS INC. 104,933 104,933
    BALL CORP. 63,538 63,538
    MARTIN MARIETTA MATERIALS 85,461 85,461
    AZEK CO. INC. 50,956 50,956
    CHART INDUSTRIES INC. 63,158 63,158
    DEERE & CO. 73,378 73,378
    STANLEY BLACK & DECKER INC. 101,855 101,855
    VERISK ANALYTICS INC. 63,358 63,358
    NETFLIX INC. 68,076 68,076
    APTIV PLC 26,392 26,392
    BOOKINGS HLDGS INC. 124,760 124,760
    D R HORTON INC. 37,740 37,740
    COSTCO WHSL CORP. 117,514 117,514
    BNP PARIBAS SPONS ADR 125,327 125,327
    CME GROUP INC. 53,231 53,231
    TE CONNECTIVITY LTD 113,261 113,261
    POWER INTEGRATIONS INC. 41,986 41,986

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    LAWSON VALENTINE FOUNDATION
    EIN:
    13-6920044
    US Government Securities - End of Year Book Value:

    2,505,067
    US Government Securities - End of Year Fair Market Value:

    2,505,067
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2021 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 526,477 526,477
    NEWPORT ASIA ADVISORS FUND, LP FMV 553,754 553,754
    SIGULER GUFF SMALL BUYOUT OPP FUND FMV 201,457 201,457

    TY 2021 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 841 0   841
    OFFICE EXPENSE 6,588 0   6,588
    TELEPHONE/INTERNET 771 0   771
    INSURANCE 2,699 0   2,699
    MEMBERSHIPS AND DUES 18,886 0   18,886
    PORTFOLIO DEDUCTIONS THRU LP K-1S 19,705 19,705   0
    SUBSCRIPTIONS 684 0   684
    PAYROLL PROCESSING 2,446 0   2,446


    TY 2021 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 18,985 18,985 18,985
    INVESTMENT UBIT THRU LP K-1'S 19,954 0 19,954


    TY 2021 OtherIncreasesSchedule
    Name:
    LAWSON VALENTINE FOUNDATION
    EIN:
    13-6920044
    Description Amount
    CURRENT YEAR UNRECOGNIZED UNREALIZED GAIN (LOSS) ON INVESTMENTS 538,388


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    LAWSON VALENTINE FOUNDATION
    EIN:
    13-6920044
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVICE 83,052 83,052   0
    CONSULTANT FEES 1,913 0   1,913


    TY 2021 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 6,502 0   6,502
    FOREIGN TAX WITHHELD ON DIVIDENDS 2,879 2,879   0
    FEDERAL EXCISE TAX 14,000 0   0