Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$14,648,162J 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 right arrow.............
3 Interest on savings and temporary cash investments 16,324 16,324  
4 Dividends and interest from securities... 220,988 220,988  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 267,545
b Gross sales price for all assets on line 6a 2,699,390
7 Capital gain net income (from Part IV, line 2)... 267,545
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
List of Attached Documents:
// Content
57,255 31,789  
12 Total. Add lines 1 through 11........ 562,112 536,646  
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....... 14,678 0   14,678
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
14,980 4,490   10,490
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
74,073 54,073   20,000
17 Interest............... 907 907   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
38,023 6,449   7,528
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 38,169 0   38,169
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
60,256 21,862   38,394
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 326,086 87,781   214,259
25 Contributions, gifts, grants paid....... 506,500 506,500
26 Total expenses and disbursements. Add lines 24 and 25 832,586 87,781   720,759
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -270,474
b Net investment income (if negative, enter -0-) 448,865
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 28,109 74,560 74,560
2 Savings and temporary cash investments......... 317,358 312,927 312,927
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 2,489,123 Click to see attachment
List of Attached Documents:
// Content
2,128,969 		2,128,969
b Investments—corporate stock (attach schedule)....... 8,111,009 Click to see attachment
List of Attached Documents:
// Content
9,032,803 		9,032,803
c Investments—corporate bonds (attach schedule)....... 1,367,570 Click to see attachment
List of Attached Documents:
// Content
1,745,488 		1,745,488
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,596,554 Click to see attachment
List of Attached Documents:
// Content
1,353,415 		1,353,415
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,909,723 14,648,162 14,648,162
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 13,909,723 14,648,162
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 13,909,723 14,648,162
30 Total liabilities and net assets/fund balances (see instructions). 13,909,723 14,648,162
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
13,909,723
2
Enter amount from Part I, line 27a .....................
2
-270,474
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,008,913
4
Add lines 1, 2, and 3 ..........................
4
14,648,162
5
Decreases not included in line 2 (itemize) right arrow
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
14,648,162
Form 990-PF (2023)
Form 990-PF (2023)
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 AVALONBAY COMMUNITIES INC. P 2023-01-20 2023-11-14
b EURONET WORLDWIDE INC. P 2023-01-06 2023-10-13
c IQVIA HLDGS INC. P 2022-04-04 2023-01-16
d PFIZER INC. P 2023-05-23 2023-12-08
e SANDOZ GROUP AG SPONS ADR P 2023-01-06 2023-10-06
SUNNOVA ENERGY INTL INC. P   2023-03-13
SVB FINANCIAL GROUP P   2023-03-28
U.S. TREASURY SER R-2023 1.625% P 2023-03-08 2023-10-31
VERALTO CORP. P 2023-07-07 2023-10-04
ABBOTT LABORATORIES P   2023-01-06
ADOBE INC. P 2018-12-18 2023-11-20
ADOBE INC. P   2023-08-15
AIA GROUP ADR P 2021-06-04 2023-02-28
ALPHABET INC CL C P 2011-02-10 2023-01-06
ALPHABET INC CL C P 2011-02-10 2023-10-11
ALPHABET INC CL C P 2012-02-08 2023-10-11
ALPS ETF TR CLEAN ENERGY P 2019-03-01 2023-11-15
AMAZON.COM P 2019-10-28 2023-01-06
AMERICAN WATER WORKS CO. P 2020-06-26 2023-01-06
AMERICAN WATER WORKS CO. P 2020-06-26 2023-02-06
ANALOG DEVICES INC. P   2023-01-06
ASTRAZENECA ADR REP P   2023-05-16
AT MID CAP EQUITY INSTIT P 2017-01-13 2023-06-20
AT MID CAP EQUITY INSTIT P 2017-01-13 2023-11-15
AUTOMATIC DATA PROCESSING INC. P 2011-07-22 2023-01-06
BLACKSTONE INC. P 2019-07-23 2023-01-06
BLACKSTONE INC. P 2019-07-23 2023-03-13
BNP PARIBAS ADR P 2022-01-20 2023-02-28
BNP PARIBAS ADR P 2021-06-04 2023-03-13
BNP PARIBAS ADR P 2022-01-20 2023-03-13
CHART INDS INC. P   2023-10-13
CME GROUP INC. P   2023-01-06
COSTCO WHOLESALE CORP. P 2021-03-12 2023-01-06
COSTCO WHOLESALE CORP. P 2021-03-12 2023-11-20
DANONE SPONS FRANCE ADR P   2023-08-15
DISNEY WALT CO. P   2023-01-06
DOLLAR GEN CORP P   2023-01-06
DOLLAR GEN CORP P   2023-12-08
EURONET WORLDWIDE INC. P   2023-10-13
FED NATL MTG ASSN 2.375% P 2018-06-15 2023-01-19
FIDELITY NATL INFO SERVICES INC. P 2011-11-29 2023-01-06
FISERV INC. P 2011-11-29 2023-01-06
HONEYWELL INTL INC. P   2023-01-06
INTERCONTINENTAL EXCHANGE INC. P   2023-01-06
JPMORGAN CHASE & CO. P 2012-09-11 2023-01-06
LINDE PLC P 2022-01-20 2023-08-15
MARTIN MARIETTA MATERIALS INC. P   2023-01-06
MARTIN MARIETTA MATERIALS INC. P   2023-07-07
MICROSOFT CORP. P   2023-01-06
MONDELEZ INTL INC. P 2020-04-30 2023-01-06
MONDELEZ INTL INC. P   2023-04-28
OTIS WORLDWIDE INC. P   2023-01-06
PEPSICO INC. P 2011-01-20 2023-01-06
PNC FINANCIAL SERVICES GROUP P 2020-11-17 2023-01-06
PNC FINANCIAL SERVICES GROUP P 2021-07-23 2023-01-06
PNC FINANCIAL SERVICES GROUP P 2020-11-17 2023-03-13
QUALCOMM INC. P 2017-06-21 2023-01-06
RAYTHEON TECHNOLOGIES INC. P   2023-01-06
ROPER TECHNOLOGIES INC. P   2023-01-06
RTX CORP. P 2018-12-21 2023-11-21
SALESFORCE INC. P   2023-01-06
SALESFORCE INC. P 2021-04-28 2023-12-18
SANDOZ GROUP AG SPONS ADR P   2023-10-06
SCHWAB CHARLES CORP. P 2019-05-07 2023-01-06
SCHWAB CHARLES CORP. P 2019-07-26 2023-01-06
SCHWAB CHARLES CORP. P 2019-07-26 2023-03-02
SCHWAB CHARLES CORP. P 2019-06-28 2023-03-13
SCHWAB CHARLES CORP. P 2019-07-26 2023-03-13
SCHWAB CHARLES CORP. P 2019-06-28 2023-03-17
SVB FINANCIAL GROUP P 2022-02-11 2023-03-09
SVB FINANCIAL GROUP P   2023-03-28
T-MOBILE US INC. P 2018-05-14 2023-01-06
T-MOBILE US INC. P 2021-11-04 2023-01-06
T-MOBILE US INC. P 2018-05-14 2023-03-02
TE CONNECTIVITY LTD P   2023-01-06
THERMO FISHER SCIENTIFIC INC. P   2023-02-28
TJX COMPANIES INC. P 2022-09-30 2023-12-18
U.S. TREASURY NOTES 2.65% P   2023-02-28
U.S. TREASURY SER Y-2023 2.75% P 2019-10-02 2023-05-01
US BANCORP P   2023-01-06
VERALTO CORP. P 2022-05-27 2023-10-04
VERISK ANALYTICS INC. P 2022-01-20 2023-05-16
VISA INC. P   2023-01-06
ZOETIS INC. P   2023-01-06
ZOETIS INC. P 2018-12-18 2023-06-08
DANAHER CORP. P 2009-11-17 2023-01-06
MATTHEWS PACIFIC TIGER FUND P   2023-02-10
RTX CORP. P 2005-04-14 2023-11-21
STRYKER CORP. P 2010-10-05 2023-01-06
STRYKER CORP. P 2010-10-05 2023-03-03
STRYKER CORP. P 2010-10-05 2023-04-21
TJX COMPANIES INC. P 2010-10-21 2023-01-06
VERALTO CORP. P 2009-11-17 2023-10-04
SIGULER GUFF SMALL BUYOUT OPP FUND P   2023-12-31
NEWPORT ASIA ADVISORS FUND LP P   2023-12-13
AP ENERGY INFRASTRUCTURE FUND LP P   2023-12-31
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 14,088   13,866 222
b 21,235   27,549 -6,314
c 15,862   18,596 -2,734
d 11,015   15,214 -4,199
e 7   6 1
34,177   47,674 -13,497
37   30,579 -30,542
200,000   200,000 0
4   4 0
24,128   19,277 4,851
8,578   3,170 5,408
26,518   22,475 4,043
31,634   37,794 -6,160
14,768   2,602 12,166
12,732   1,377 11,355
2,122   227 1,895
63,159   51,291 11,868
7,911   8,254 -343
8,959   7,096 1,863
10,854   8,715 2,139
24,593   12,623 11,970
31,791   25,431 6,360
89,985   58,652 31,333
40,985   27,203 13,782
15,144   2,927 12,217
24,495   13,834 10,661
8,799   4,654 4,145
33,281   34,313 -1,032
33,322   38,446 -5,124
15,617   18,815 -3,198
25,246   24,552 694
15,543   17,758 -2,215
20,184   13,741 6,443
7,550   4,253 3,297
46,044   55,908 -9,864
19,472   34,006 -14,534
27,714   24,636 3,078
19,954   21,901 -1,947
46,984   91,480 -44,496
150,000   150,000 0
14,863   4,891 9,972
20,851   2,836 18,015
41,620   35,511 6,109
16,859   17,822 -963
22,419   6,430 15,989
34,457   29,711 4,746
35,265   37,927 -2,662
9,725   8,086 1,639
26,278   14,509 11,769
21,789   16,468 5,321
10,204   6,722 3,482
29,761   22,854 6,907
22,885   8,379 14,506
4,688   3,612 1,076
20,852   23,594 -2,742
9,032   8,719 313
19,511   9,539 9,972
39,865   27,976 11,889
30,325   21,197 9,128
7,682   6,583 1,099
25,322   44,502 -19,180
11,367   10,190 1,177
15   13 2
18,770   9,940 8,830
16,834   8,813 8,021
13,556   7,843 5,713
8,280   6,393 1,887
7,342   6,213 1,129
23,850   17,610 6,240
8,249   8,249 0
74   106,288 -106,214
2,678   1,016 1,662
30,347   25,007 5,340
9,598   3,839 5,759
23,079   25,417 -2,338
28,603   26,545 2,058
11,624   8,013 3,611
200,000   200,000 0
175,000   175,000 0
23,627   25,002 -1,375
4   5 -1
34,272   32,086 2,186
53,804   46,937 6,867
16,999   9,851 7,148
9,673   4,998 4,675
29,485   3,350 26,135
179,991   124,067 55,924
11,993   4,244 7,749
21,613   4,289 17,324
9,960   1,867 8,093
13,022   2,400 10,622
25,377   3,461 21,916
18   2 16
      -134
      16,299
      9,705
11,542     11,542
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       222
b       -6,314
c       -2,734
d       -4,199
e       1
      -13,497
      -30,542
      0
      0
      4,851
      5,408
      4,043
      -6,160
      12,166
      11,355
      1,895
      11,868
      -343
      1,863
      2,139
      11,970
      6,360
      31,333
      13,782
      12,217
      10,661
      4,145
      -1,032
      -5,124
      -3,198
      694
      -2,215
      6,443
      3,297
      -9,864
      -14,534
      3,078
      -1,947
      -44,496
      0
      9,972
      18,015
      6,109
      -963
      15,989
      4,746
      -2,662
      1,639
      11,769
      5,321
      3,482
      6,907
      14,506
      1,076
      -2,742
      313
      9,972
      11,889
      9,128
      1,099
      -19,180
      1,177
      2
      8,830
      8,021
      5,713
      1,887
      1,129
      6,240
      0
      -106,214
      1,662
      5,340
      5,759
      -2,338
      2,058
      3,611
      0
      0
      -1,375
      -1
      2,186
      6,867
      7,148
      4,675
      26,135
      55,924
      7,749
      17,324
      8,093
      10,622
      21,916
      16
      -134
      16,299
      9,705
      11,542
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 2 267,545
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
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 right arrow 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) 1 6,239
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 6,239
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 6,239
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 14,800
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 14,800
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 8,561
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow8,000 Refundedright arrow 11 561
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowNY
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowWWW.LAWSONVALENTINE.ORG
14
The books are in care ofright arrowLAWSON VALENTINE FOUNDATION Telephone no.right arrow (860) 570-0728

Located atright arrow14 THOMSON PLACEPITTSFIELDMA ZIP+4right arrow01201
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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 14,678 0
14 THOMSON PLACE
PITTSFIELD,MA01201
MARGARET LINDEMAN TRUSTEE
1.00 		0 0 0
4660 1/2 HAMILTON ST
SAN DIEGO,CA92116
MELANIE RENEE ALLEN TRUSTEE
1.00 		0 0 0
1299 BIRCH STREET
UNIONDALE,NY11553
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow0
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
13,876,671
b
Average of monthly cash balances.......................
1b
431,591
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
14,308,262
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
14,308,262
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
214,624
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
14,093,638
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
704,682
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
704,682
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
6,239
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
7,197
c
Add lines 2a and 2b............................
2c
13,436
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
691,246
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
691,246
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
691,246
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
720,759
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
720,759
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 691,246
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 72,908
b From 2019...... 24,019
c From 2020...... 134,579
d From 2021......  
e From 2022...... 55,427
f Total of lines 3a through e ........ 286,933
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 720,759
a Applied to 2022, 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 2023 distributable amount..... 691,246
e Remaining amount distributed out of corpus 29,513
5 Excess distributions carryover applied to 2023. 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 5 316,446
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		72,908
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		243,538
10 Analysis of line 9:
a Excess from 2019.... 24,019
b Excess from 2020.... 134,579
c Excess from 2021....  
d Excess from 2022.... 55,427
e Excess from 2023.... 29,513
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
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 (2023)
Form 990-PF (2023)
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 3,000

AFRICAN COMMUNITIES TOGETHER

127 W 127TH ST STE 221
NEW YORK,NY10027 		  PC GENERAL PURPOSE 2,000

ALASKA INSTITUTE FOR JUSTICE

431 WEST 7TH AVE STE 208
ANCHORAGE,AK99501 		  PC GENERAL PURPOSE 4,000

ALLIED MEDIA PROJECT

4126 THIRD STREET
DETROIT,MI48201 		  PC GENERAL PURPOSE 3,000

ALTERNATIVES FOR COMMUNITY & ENVIRONMENT

2201 WASHINGTON STREET STE 302
ROXBURY,MA021192082 		  PC GENERAL PURPOSE 20,000

ARISE FOR SOCIAL JUSTICE

38 SCHOOL STREET
SPRINGFIELD,MA01105 		  PC GENERAL PURPOSE 20,000

ART EFFECT OF THE HUDSON VALLEY

45 PERSHING AVENUE
POUGHKEEPSIE,NY10011 		  PC GENERAL PURPOSE 3,000

ARTISTIC NOISE

2185 ADAM CLAYTON POWELL JR BLVD
NEW YORK,NY10027 		  PC GENERAL PURPOSE 1,000

BRANDWORKERS

PO BOX 1257
LONG ISLAND CITY,NY11101 		  PC GENERAL PURPOSE 2,000

C-CHANGE CONVERSIONS

PO BOX 1206
PRINCETON,NJ08542 		  PC GENERAL PURPOSE 2,500

CENTER OF THEOLOGICAL INQUIRY

50 STOCKTON STREET
PRINCETON,NJ08540 		  PC GENERAL PURPOSE 6,000

CHICAGO FREEDOM SCHOOL

719 SOUTH STATE STREET FLOOR 4
CHICAGO,IL60605 		  PC GENERAL PURPOSE 1,500

CITYSEED

PO BOX 2056
NEW HAVEN,CT06521 		  PC GENERAL PURPOSE 20,000

COMMUNITY GROWTH CENTER

4515 NESCONSET HWY
PORT JEFFERSON STATION,NY11776 		  PC GENERAL PURPOSE 5,000

CONNECTICUT CITIZENS ACTION GROUP

30 ARBOR STREET 6N
HARTFORD,CT06106 		  PC GENERAL PURPOSE 6,667

CONNECTICUT NURSES FOUNDATION

1224 MILL ST BLDG B
EAST BERLIN,CT06023 		  PC GENERAL PURPOSE 6,666

CONSERVATION LAW FOUNDATION

62 SUMMER STREET
BOSTON,MA02110 		  PC GENERAL PURPOSE 20,000

CT COUNCIL OCCUPATIONAL SAFETY HEALTH

683 N MOUNTAIN ROAD
NEWINGTON,CT06111 		  PC GENERAL PURPOSE 6,667

D&R GREENWAY LAND TRUST

1 PRESERVATION PLACE
PRINCETON,NJ08540 		  PC GENERAL PURPOSE 2,500

DARKNESS RISING

PO BOX 33603
RALEIGH,NC27636 		  PC GENERAL PURPOSE 5,000

DATA FOR INDIGENOUS JUSTICE

9205 COMMONS PLACE
ANCHORAGE,AK99502 		  PC GENERAL PURPOSE 1,000

DR SHALON'S MATERNAL ACTION PROJECT

1 CONCOURSE PKWY STE 800
ATLANTA,GA30328 		  PC GENERAL PURPOSE 7,000

EVR ORGANIZATION

750 LEFFERT AVENUE
BROOKLYN,NY11203 		  PC GENERAL PURPOSE 1,500

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

FRACTURED ATLAS

228 PARK AVE SOUTH 56651
NEW YORK,NY10003 		  PC GENERAL PURPOSE 2,000

FREEDOM TO READ FOUNDATION

225 N MICHIGAN AVE STE 1300
CHICAGO,IL60611 		  PC GENERAL PURPOSE 3,000

GLOBAL GREENGRANTS FUND

2840 WILDERNESS
BOULDER,CO80301 		  PC GENERAL PURPOSE 5,000

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 8,500

HAITIAN AMERICAN CAUCUS

495 FLATBUSH AVE 32
BROOKLYN,NY11225 		  PC GENERAL PURPOSE 2,000

HELLO (LOFA COUNTY COMMUNITY COLLEGE)

6708 45TH PL
NORTH CRYSTAL,MN55428 		  PC GENERAL PURPOSE 11,500

HIGHLANDER CENTER FOR RESEARCH AND EDUCATION

1959 HIGHLANDER WAY
NEW MARKET,TN37820 		  PC GENERAL PURPOSE 2,000

HUDSONIA

PO BOX 5000
ANNANDALE,NY125045000 		  PC GENERAL PURPOSE 7,000

INDIGENOUS WOMEN RISING

PO BOX 7475
ALBUQUERQUE,NM87194 		  PC GENERAL PURPOSE 3,000

INSTITUTE FOR CANCER RESEARCH FOX CHASE CANCER CENTER

333 COTTMAN AVENUE
PHILADELPHIA,PA19111 		  PC GENERAL PURPOSE 4,000

LILITH FUND

5900 BALCONES DR STE 100
AUSTIN,TX78731 		  PC GENERAL PURPOSE 3,000

MAGNOLIA TREE EARTH CENTER

677 LAFAYETTE AVE
BROOKLYN,NY11216 		  PC GENERAL PURPOSE 9,500

MARCH OF OUR LIVES FOUNDATION

PO BOX 3417
NEW YORK,NY10008 		  PC GENERAL PURPOSE 500

MARY MITCHELL FAMILY & YOUTH CENTER

2007 MAPES AVE
BRONX,NY10460 		  PC GENERAL PURPOSE 5,500

MASSACHUSETTS AVENUE PROJECT

387 MASSACHUSETTS AVE
BUFFALO,NY14213 		  PC GENERAL PURPOSE 25,000

MIGRANT JUSTICE

179 SOUTH WINOOSKI AVENUE
BURLINGTON,VT05401 		  PC GENERAL PURPOSE 20,000

MORVEN

55 STOCKTON STREET
PRINCETON,NJ08540 		  PC GENERAL PURPOSE 10,000

NATIONAL ABORTION FEDERATION

1090 VERMONT AVE NW STE 1000
WASHINGTON,DC20005 		  PC GENERAL PURPOSE 4,000

NATIVE MOVEMENT

PO BOX 83467
FAIRBANKS,AK99708 		  PC GENERAL PURPOSE 7,500

NC ASSOC BLACK LAWYERS LAND LOSS PREVENTION

PO BOX 179
DURHAM,NC27702 		  PC GENERAL PURPOSE 5,000

NETWORK FOR STRONG COMMUNITIES

80 MASON AVENUE NE
ATLANTA,GA30307 		  PC GENERAL PURPOSE 2,000

NEW ALTERNATIVES

410 W 40TH STREET
NEW YORK,NY10018 		  PC GENERAL PURPOSE 7,000

NEW ENGLAND GRASSROOTS ENVIRONMENTAL FUND

PO BOX 611
NEWMARKET,NH03857 		  PC GENERAL PURPOSE 20,000

NUESTRAS RAICES

325 MAIN STREET
HOLYOKE,MA01040 		  PC GENERAL PURPOSE 25,000

ONE ART COMMUNITY CENTER

1431-39 N 52ND STREET
PHILADELPHIA,PA19131 		  PC GENERAL PURPOSE 1,000

PRINCETON SYMPHONY ORCHESTRA

575 EWING STREET
PRINCETON,NJ08540 		  PC GENERAL PURPOSE 5,500

PRINCETON UNIVERSITY ART MUSEUM

PRINCETON UNIVERSITY
PRINCETON,NJ08544 		  PC GENERAL PURPOSE 2,500

RISING HOPE INC

260 KINGS MALL CT 124
KINGSTON,NY12401 		  PC GENERAL PURPOSE 6,000

SALK INSTITUTE FOR BIOMEDICAL RESEARCH

10010 TORREY PINE ROAD
LA JOLLA,CA92037 		  PC GENERAL PURPOSE 1,000

SISTERSONG

1237 RALPH DAVID ABERNATHY BLVD SW
ATLANTA,GA30310 		  PC GENERAL PURPOSE 6,000

SOUL FIRE FARM INSTITUTE

1972 NY HWY 2
PETERSBURG,NY12138 		  PC GENERAL PURPOSE 5,000

SYRIAN AMERICAN MEDICAL SOCIETY FUND

PO BOX 34115
WASHINGTON,DC20043 		  PC GENERAL PURPOSE 10,000

TSNE MISSIONWORKS

89 SOUTH ST STE 700
BOSTON,MA02111 		  PC GENERAL PURPOSE 70,000

UC SAN DIEGO FOUNDATION

9500 GILLMAN DRIVE
LA JOLLA,CA92093 		  PC GENERAL PURPOSE 500

UNIQUE PROJECTS

40 BROAD STREET STE 602
NEW YORK,NY10004 		  PC GENERAL PURPOSE 2,500

WARREN WILSON COLLEGE

CPO 6376 PO BOX 9000
ASHEVILLE,NC288159000 		  PC GENERAL PURPOSE 500

WE NEED DIVERSE BOOKS

10319 WESTLAKE DRIVE 104
BETHESDA,MD20817 		  PC GENERAL PURPOSE 3,000

WESPAC

77 TARRYTOWN ROAD
WHITE PLAINS,NY10607 		  PC GENERAL PURPOSE 1,000
Total .................................right arrow 3a 506,500
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 16,324  
4 Dividends and interest from securities ....     14 220,988  
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 25,466 14 31,789  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 267,545  
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) .. 25,466 536,646 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
562,112
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
LAWSON VALENTINE FOUNDATION
EIN:
13-6920044
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 14,980 4,490   10,490

TY 2023 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 48,063 48,063
APPLE INC. SR GLBL NT, 3.25%, 2/15/22 97,567 97,567
BANK AMER CORP SR GLBL NT VAR RATE 141,290 141,290
BLACKROCK INC., 3.5%, 3/18/24 49,783 49,783
CATERPILLAL FINL SVCS, 3.3%, 6/9/24 99,024 99,024
COMCAST CORP., 3.375%, 8/15/25 97,653 97,653
COMCAST CORP., 4.15%, 10/15/28 49,304 49,304
GOLDMAN SACHS, 2.6%, 2/7/30 131,811 131,811
JP MORGAN CHASE & CO.,SR GLBL NT VAR 121,567 121,567
MORGAN STANLEY VAR RATE DUE 10/20/2032 82,804 82,804
ORACLE CORP, 3.4%, 7/8/24 98,832 98,832
PFIZER, INC., 3.4%, 5/15/24 99,275 99,275
SHELL INTL FIN, 2.5%, 9/12/26 166,579 166,579
JOHN DEERE CAP CORP, 3.35%, 6/12/24 123,756 123,756
AMERICAN EXPRESS, 5.04%, 5/3/29 98,978 98,978
HOME DEPOT INC., 3.25% 4/15/32 92,341 92,341
CITIGROUP INC., 4.91%, 5/24/33 146,861 146,861

TY 2023 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. 48,761 48,761
ADOBE SYS INC. 173,014 173,014
AIA GROUP LTD 88,166 88,166
ALPHABET INC. CL A 310,251 310,251
ALPHABET INC. CL C 237,467 237,467
ALPS ETF TR CLEAN ENERGY 359,000 359,000
AMAZON.COM INC. 519,331 519,331
AMERICAN TOWER CORP. 135,357 135,357
ANALOG DEVICES INC. 49,044 49,044
APPLE, INC. 428,187 428,187
APTIV PLC 91,604 91,604
ASML HOLDING NV NY REGISTRY 137,003 137,003
ASTRAZENECA PLC SPONS ADR 207,236 207,236
AUTODESK INC. 138,053 138,053
AUTOMATIC DATA PROCESSING INC. 23,297 23,297
AZEK CO. INC. 97,652 97,652
BALL CORP. 112,624 112,624
BLACKROCK, INC. 115,276 115,276
BLACKSTONE GROUP INC. 54,332 54,332
BNP PARIBAS SPONS ADR 122,042 122,042
CHART INDUSTRIES INC. 86,979 86,979
CHIPOTLE MEXICAN GRILL INC 93,765 93,765
CISCO SYSTEMS INC. 183,337 183,337
CME GROUP INC. 36,013 36,013
COMPASS GROUP PLC 126,730 126,730
COSTCO WHSL CORP. 34,324 34,324
DANAHER CORP. 67,551 67,551
DANONE SPONS ADR 58,029 58,029
DARLING INGREDIENTS INC. 82,585 82,585
DEERE & CO. 108,765 108,765
DISNEY WALT CO. INC. 39,186 39,186
ECOLAB INC. 67,439 67,439
EDWARDS LIFESCIENCES CORP. 136,640 136,640
ENPHASE ENERGY INC. 75,848 75,848
FIDELITY NATIONAL INFO SVCS INC. 21,265 21,265
FISERV INC. 44,103 44,103
HDFC BANK LTD ADR 106,436 106,436
HOME DEPOT INC. 232,535 232,535
HONEYWELL INTL INC. 77,802 77,802
INTERCONTINENTAL EXCHANGE INC. 51,115 51,115
IQVIA HLDGS INC. 42,343 42,343
JOHNSON CONTROLS INTL PLC 72,108 72,108
JP MORGAN CHASE & CO. 46,437 46,437
LINDE PLC 179,480 179,480
MARTIN MARIETTA MATERIALS 44,403 44,403
MICROSOFT CORP. 633,627 633,627
MONDELEZ INTL INC. 37,953 37,953
NEXTERA ENERGY INC. 175,356 175,356
NOVARTIS AG SPONS ADR 129,141 129,141
OTIS WORLDWIDE CORP. 44,377 44,377
PEPSICO INC. 46,876 46,876
PNC FINL SVCS GROUP INC. 32,519 32,519
POWER INTEGRATIONS INC. 85,477 85,477
PROLOGIS INC. 115,838 115,838
QUALCOMM INC. 40,207 40,207
RAYTHEON TECHNOLOGIES CORP. 39,798 39,798
ROPER INDUSTRIES INC. 64,875 64,875
S&P GLOBAL INC. 206,163 206,163
SALESFORCE INC. 66,311 66,311
STARBUCKS INC. 89,193 89,193
STRYKER CORP. 33,540 33,540
T MOBILE US INC. 53,230 53,230
TE CONNECTIVITY LTD 44,539 44,539
THERMO FISHER CORP. 166,668 166,668
TJX COS. INC. 35,554 35,554
U.S.BANCORP 35,576 35,576
UNION PACIFIC CORP 170,460 170,460
UNITEDHEALTH GROUP INC. 306,932 306,932
VERISK ANALYTICS INC. 115,847 115,847
VESTAS WIND SYS ADR 157,035 157,035
VISA INC. 132,518 132,518
XYLEM INC. 102,810 102,810
ZOETIS INC. 26,250 26,250
ALBEMARLE CORP. 63,716 63,716
KERRY GROUP PLC 74,451 74,451
MCDONALDS CORP. 33,209 33,209
NVIDIA 64,874 64,874
SANDOZ GROUP AG 8,163 8,163
VERALTO CORP. 7,979 7,979
WEC ENERGY GROUP INC. 14,225 14,225
VICI PPTYS INC. 14,601 14,601

TY 2023 InvestmentsGovtObligationsSch
Name:
LAWSON VALENTINE FOUNDATION
EIN:
13-6920044
US Government Securities - End of Year Book Value:

2,128,969
US Government Securities - End of Year Fair Market Value:

2,128,969
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 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 542,109 542,109
NEWPORT ASIA ADVISORS FUND, LP FMV 409,784 409,784
SIGULER GUFF SMALL BUYOUT OPP FUND FMV 135,452 135,452
AT MIDCAP EQUITY FMV 266,070 266,070

TY 2023 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 916 0   916
OFFICE EXPENSE 3,217 0   3,217
TELEPHONE/INTERNET 1,110 0   1,110
INSURANCE 5,200 0   5,200
MEMBERSHIPS AND DUES 24,008 0   24,008
PORTFOLIO DEDUCTIONS THRU LP K-1S 21,862 21,862   0
SUBSCRIPTIONS & PUBLICATIONS 1,388 0   1,388
PAYROLL PROCESSING 2,555 0   2,555


TY 2023 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 31,789 31,789 31,789
INVESTMENT UBIT THRU LP K-1'S 25,466 0 25,466


TY 2023 OtherIncreasesSchedule
Name:
LAWSON VALENTINE FOUNDATION
EIN:
13-6920044
Description Amount
CURRENT YEAR UNRECOGNIZED UNREALIZED GAIN (LOSS) ON INVESTMENTS 1,008,913


TY 2023 OtherProfessionalFeesSchedule
Name:
LAWSON VALENTINE FOUNDATION
EIN:
13-6920044
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVICE 54,073 54,073   0
CONSULTANT FEES 20,000 0   20,000


TY 2023 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 6,778 0   6,778
FOREIGN TAX WITHHELD ON DIVIDENDS 6,449 6,449   0
FEDERAL EXCISE TAX 24,046 0   0