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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE LAWRENCE FOUNDATION
C/O HERTZ HERSON CPA LLP
Number and street (or P.O. box number if mail is not delivered to street address)575 LEXINGTON AVE 34TH FL
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10022
A Employer identification number

13-2880731
B Telephone number (see instructions)

(516) 526-0181
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$91,858,500J 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) 62,717
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,685,923 2,683,855  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,902,038
b Gross sales price for all assets on line 6a 12,898,215
7 Capital gain net income (from Part IV, line 2)... 2,455,791
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).......      
12 Total. Add lines 1 through 11........ 5,650,678 5,139,646  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 314,648 57,009   257,639
14 Other employee salaries and wages...... 95,891 0   95,891
15 Pension plans, employee benefits....... 37,013 0   37,013
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
6,807 0   6,807
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
120,559 0   120,559
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
80,427 0   80,427
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
97,109 5,499   28,607
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
1,305 0  
20 Occupancy.............. 14,700 0   14,700
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
216,523 176,984   39,539
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 984,982 239,492   681,182
25 Contributions, gifts, grants paid....... 3,470,150 3,470,150
26 Total expenses and disbursements. Add lines 24 and 25 4,455,132 239,492   4,151,332
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,195,546
b Net investment income (if negative, enter -0-) 4,900,154
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 132,668 144,906 144,906
2 Savings and temporary cash investments......... 11,214,725 11,255,055 11,255,055
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) 731,783 Click to see attachment
List of Attached Documents:
// Content
182,521 		191,110
b Investments—corporate stock (attach schedule)....... 35,633,572 Click to see attachment
List of Attached Documents:
// Content
35,411,623 		50,267,969
c Investments—corporate bonds (attach schedule)....... 25,868,268 Click to see attachment
List of Attached Documents:
// Content
27,438,791 		27,827,048
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).......... 1,644,344 Click to see attachment
List of Attached Documents:
// Content
1,994,210 		2,123,977
14 Land, buildings, and equipment: basis right arrow11,713
Less: accumulated depreciation (attach schedule) right arrow8,357 999 Click to see attachment
List of Attached Documents:
// Content
3,356 		3,355
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
59,414 		Click to see attachment
List of Attached Documents:
// Content
50,392 		Click to see attachment
List of Attached Documents:
// Content
45,080
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 75,285,773 76,480,854 91,858,500
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) Click to see attachment
List of Attached Documents:
// Content
682 		Click to see attachment
List of Attached Documents:
// Content
217
23 Total liabilities (add lines 17 through 22)......... 682 217
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........... 75,285,091 76,480,637
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)..... 75,285,091 76,480,637
30 Total liabilities and net assets/fund balances (see instructions). 75,285,773 76,480,854
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
75,285,091
2
Enter amount from Part I, line 27a .....................
2
1,195,546
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
76,480,637
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
76,480,637
Form 990-PF (2024)
Form 990-PF (2024)
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 GAIN/LOSS JPM      
b GAIN/LOSS JPM      
c GAIN/LOSS ML      
d GAIN/LOSS ML      
e GAIN/LOSS UBS      
GAIN/LOSS UBS      
GAIN/LOSS NB      
K-1 ESTATE OF JAY BERNSTEIN EIN #47-7256372      
LT GAINS K-1      
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 1,137,120   956,078 181,042
b 821,732   821,362 370
c 150,000   150,000 0
d 536,764   464,566 72,198
e 3,243,901   1,479,392 1,764,509
4,279,768   4,280,907 -1,139
2,289,074   1,843,872 445,202
    446,247 -446,247
9,485     9,485
430,371     430,371
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       181,042
b       370
c       0
d       72,198
e       1,764,509
      -1,139
      445,202
      -446,247
      9,485
      430,371
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 2,455,791
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 68,112
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 68,112
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 68,112
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 85,235
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 14,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 99,235
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 31,123
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow31,123 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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 2024 or the taxable year beginning in 2024? 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 arrowN/A
14
The books are in care ofright arrowCO CUBESMART Telephone no.right arrow (516) 526-0181

Located atright arrow1040 HORTONS LANESOUTHHOLDNY ZIP+4right arrow11971
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
LAWRENCE BERNSTEIN TRUSTEE/EXEC DIRECTOR
40.00 		228,036 20,022 0
575 LEXINGTON AVE 34TH FLOOR
NEW YORK,NY10022
AUDREY BERNSTEIN TRUSTEE/DIRECTOR OF PROGRAMS
20.00 		86,612 16,991 0
575 LEXINGTON AVE 34TH FLOOR
NEW YORK,NY10022
LAURA J BERNSTEIN TRUSTEE
0.00 		0 0 0
575 LEXINGTON AVE 34TH FLOOR
NEW YORK,NY10022
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
SALLY KUNITSA DIRECTOR OF GRANTS A
32.00 		95,297 0 0
575 LEXINGTON AVE 34TH FLOOR
NEW YORK,NY10022
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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
MARVIN COHEN ACCOUNTING 82,541
575 LEXINGTON AVE 34TH FLOOR
NEW YORK,NY10022
CENTER FOR APPLIED RESEARCH INC (CFAR) SUCCESSION PLANNING 76,217
1700 MARKET ST SUITE 2140
PHILADELPHIA,PA19103
NEUBERGER BERMAN BROKER SERVICES 57,195
PO BOX 145443
CINCINNATI,OH45250
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 (2024)
Form 990-PF (2024)
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
91,390,385
b
Average of monthly cash balances.......................
1b
163,190
c
Fair market value of all other assets (see instructions)................
1c
100,283
d
Total (add lines 1a, b, and c).........................
1d
91,653,858
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
91,653,858
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,374,808
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
90,279,050
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,513,953
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
4,513,953
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
68,112
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
68,112
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,445,841
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,445,841
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
4,445,841
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
4,151,332
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
4,151,332
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 4,445,841
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 4,144,058
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 4,151,332
a Applied to 2023, but not more than line 2a 4,144,058
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 2024 distributable amount..... 7,274
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 0
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		4,438,567
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
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

ACLU FOUNDATION

125 BROAD ST 18TH FLOOR
NEW YORK,NY10004 		NONE PC FOR COMMUNITY DEVELOPMENT PURPOSES 25,000

ACUMEN

40 WORTH ST SUITE 303
NEW YORK,NY10013 		NONE PC FOR COMMUNITY DEVELOPMENT PURPOSES 50,000

AFYA FOUNDATION

140 SAW MIL RIVER
YONKERS,NY10701 		NONE PC FOR HEALTH PURPOSES 50,000

ARBOR RISING ( FORMERLY ARBOR BROTHERS)

56 EAST 126 1
NEW YORK,NY10035 		NONE PC FOR COMMUNITY DEVELOPMENT PURPOSES 100,000

ARC OF WESTCHESTER FOUNDATION

265 SAW MILL RIVER ROAD
HAWTHORNE,NY10532 		NONE PC FOR EDUCATIONAL PURPOSES 25,000

ASCENDUS ( FORMERLY ACCION)

80 MAIDEN LANE SUITE 903
NEW YORK,NY10038 		NONE PC FOR COMMUNITY DEVELPMENT PURPOSES 75,000

BEHIND THE BOOK INC

216 WEST 135TH STREET GROUND FLOOR
NEW YORK,NY10030 		NONE PC FOR EDUCATIONAL PURPOSES 50,000

BLOOMINGDALE FAMILY PROGRAM

987 COLUMBUS AVE
NEW YORK,NY10025 		NONE PC FOR EDUCATIONAL PURPOSES 50,000

BOTTOMLESS CLOSET

16 EAST 52ND ST 15TH FLOOR
NEW YORK,NY10022 		NONE PC FOR WORKFORCE DEVELOPMENT/JOB TRAINING PURPOSES 25,000

BOWERY RESIDENTS' COMMITTEE (BRC)

131 WEST 25TH ST 12TH FLOOR
NEW YORK,NY10001 		NONE PC FOR HOUSING PURPOSES 100,000

BRADY CENTER TO PREVENT GUN VIOLENCE

840 FIRST ST NE SUITE 400
WASHINGTON,DC20002 		NONE PC FOR HEALTH PURPOSES 50,000

BREAKING GROUND

505 8TH AVE - 5TH FLOOR
NEW YORK,NY10018 		NONE PC FOR HOUSING PURPOSES 100,000

BREAKTHROUGH NEW YORK

123 WILLIAM ST 4TH FLOOR
NEW YORK,NY10038 		NONE PC FOR EDUCATIONAL PURPOSES 100,000

BRENNAN CENTER

120 BROADWAY SUITE 1750
NEW YORK,NY10271 		NONE PC FOR COMMUNITY DEVELOPMENT PURPOSES 15,000

BROADWAY HOUSING COMMUNITIES INC (BHC)

898 ST NICHOLAS AVE 9TH FLOOR
NEW YORK,NY10032 		NONE PC FOR HOUSING PURPOSES 100,000

BRONX DOCUMENTARY CENTER

614 COURTLANDT AVE
BRONX,NY10451 		NONE PC FOR EDUCATIONAL PURPOSES 7,500

BROOKLYN WORKFORCE INNOVATIONS (BWI)

621 DEGRAW STREET
BROOKLYN,NY11217 		NONE PC FOR WORKFORCE DEVELOPMENT/JOB TRAINING PURPOSES 50,000

BROTHERS FOR LIFE

1126 34TH AVE SUITE 309
SEATTLE,WA98122 		NONE PC FOR COMMUNITY DEVELOPMENT PURPOSES 5,000

CENTER FOR ADVOCACY SUPPORT AND TRANSFORMATION - CAST

PO BOX 1566
SOUTHHOLD,NY11971 		NONE PC FOR COMMUNITY DEVELOPMENT PURPOSES 50,000

CENTER FOR ALTERNATIVE SENTENCING AND EMPLOYMENT SERVICES-(CASES)

151 LAWRENCE STREET 3RD FLOOR
BROOKLYN,NY11201 		NONE PC FOR COMMUNITY DEVELOPMENT PURPOSES 50,000

CHILDREN'S HEALTH FUND

475 RIVERSIDE DRIVE SUITE 630
NEW YORK,NY10115 		NONE PC FOR HEALTH PURPOSES 25,000

CHOICES INSTITUTE OF WOMENS HEALTH

147-32 JAMAICA AVE
JAMAICA,NY11435 		NONE PC FOR HEALTH PURPOSES 50,000

CITIZEN'S COMMITTEE FOR CHILDREN OF NEW YORK (CCC)

14 WALL ST SUITE 4E
NEW YORK,NY10005 		NONE PC FOR COMMUNITY DEVELOPMENT PURPOSES 7,500

COALITION FOR THE HOMELESS

129 FULTON ST
NEW YORK,NY10038 		NONE PC FOR HOUSING PROGRAMS 100,000

COOPERATE INC (COOP)

1747 QUESADA AVE
SAN FRANCISCO,CA94124 		NONE PC FOR WORKFORCE DEVELOPMENT/JOB TRAINING PURPOSES 75,000

DOCS FOR TOTS

225 BRYANT AVE
ROSLYN,NY11576 		NONE PC FOR HEALTH PURPOSES 10,000

EMMA'S TORCH

345 SMITH ST
BROOKLYN,NY11231 		NONE PC FOR WORKFORCE DEVELOPMENT / JOB TRAINING PURPOSES 50,000

ENTERPRISE COMMUNITY PARTNERS INC

1 WHITEHALL ST
NEW YORK,NY10004 		NONE PC FOR HOUSING PURPOSES 25,000

EXALT

17 BATTERY PLACE SUITE 307
NEW YORK,NY10004 		NONE PC FOR WORKFORCE DEVELOPMENT / JOB TRAINING PURPOSES 100,000

FIFTH AVENUE COMMITTEE INC

631 DEGRAW ST
BROOKLYN,NY11232 		NONE PC FOR COMMUNITY DEVELOPMENT PURPOSES 50,000

FORUM ON LIFE CULTURE & SOCIETY (FOLCS)

200 BROADWAY 3RD FLR
NEW YORK,NY10038 		NONE PC FOR EDUCATIONAL PURPOSES 7,500

GO PROJECT

50 COOPER SQUARE 3RD FLOOR
NEW YORK,NY10003 		NONE PC FOR EDUCATIONAL PURPOSES 75,000

GRACE INSTITUTE

40 RECTOR STREET 14TH FLOOR
NEW YORK,NY10006 		NONE PC FOR WORKFORCE DEVELOPMENT/JOB TRAINING PURPOSES 50,000

GREEN CITY FORCE

630 FLUSHING AVE MAILBOX 1
BROOKLYN,NY11206 		NONE PC FOR WORKFORCE DEVELOPMENT/JOB TRAINING PURPOSES 75,000

HOLY APOSTLES SOUP KITCHEN

296 NINTH AVE
NEW YORK,NY10001 		NONE PC FOR FOOD INSECURITY 25,000

IMPACT 100 WESTCHESTER

PO BOX 634
HARTSDALE,NY105300634 		NONE PC FOR COMMUNITY DEVELOPMENT PURPOSES 1,150

ISLAND HARVEST FOOD BANK

126 SPAGNOLI RD
MELVILLE,NY11747 		NONE PC FOR FOOD INSECURITY 50,000

JACOB BURNS CENTER

405 MANVILLE RD 3RD FLOOR
PLEASANTVILLE,NY10570 		NONE PC FOR EDUCATIONAL. PURPOSES 7,500

JEWISH CHILD CARE ASSOCIATION OF NEW YORK (JCCA)

57 WILLOUGHBY STREET
BROOKLYN,NY11201 		NONE PC FOR COMMUNUITY DEVELOPMENT PURPOSES 7,500

JUST THE PILL

2038 FORD PKWY 444
SAINT PAUL,MN55116 		NONE PC FOR HEALTH PURPOSES 75,000

LAWYERS FOR CHILDREN

110 LAFAYETTE ST
NEW YORK,NY10013 		NONE PC FOR COMMUNITY DEVELOPMENT PURPOSES 75,000

LIFT INC

349 E 149TH ST 500
BRONX,NY10451 		NONE PC FOR COMMUNITY DEVELOPMENT PURPOSES 25,000

LITERACY INC (LINC)

5030 BROADWAY SUITE 641
NEW YORK,NY10034 		NONE PC FOR EDUCATIONAL PURPOSES 25,000

MARCY LAB SCHOOL

829 JEFFERSON AVE 1R
BROOKLYN,NY11221 		NONE PC FOR WORKFORCE DEVELOPMENT/ JOB TRAINING PURPOSES 50,000

MICHIGAN QUARTERLY REVIEW

3277 ANGELL HALL STATE ST
ANN ARBOR,MI48109 		NONE PC FOR EDUCATIONAL PURPOSES 2,000

MONTEFIORE (BRONX HEALTH COLLECTIVE)

853 LONGWOOD AVE SUITE 201
BRONX,NY10459 		NONE PC FOR HEALTH PURPOSES 75,000

MOUNT KISCO FOOD PANTRY

PO BOX 834
MOUNT KISCO,NY10549 		NONE PC FOR FOOD INSECURITY 25,000

MOUNT SINAI ADOLESCENT HEALTH CENTER

320 EAST 94TH ST
NEW YORK,NY10128 		NONE PC FOR HEALTH PURPOSES 100,000

MOVEMENT VOTER FUND

37 BRIDGE ST BOX 1719
NORTHAMPTON,NY01060 		NONE PC FOR COMMUNITY DEVELOPMENT PURPOSES 50,000

NEIGHBORS LINK CORP

27 COLUMBUS AVENUE
MOUNT KISCO,NY10549 		NONE PC FOR COMMUNITY DEVELOPMENT PURPOSES 100,000

NEW YORK STATE COALITION AGAINST DOMESTIC VIOLENCE (NYSCADV)

119 WASHINGTON AVE SUITE 3E
ALBANY,NY12110 		NONE PC FOR HEALTH PURPOSES 25,000

ONE GOAL

55 EXCHANGE PLACE 503
NEW YORK,NY10005 		NONE PC FOR EDUCATIONAL PURPOSES 75,000

PARAPROFESSIONAL HEALTHCARE INSTITUTE (PHI)

400 E FORDHAM RD 11TH FLOOR
BRONX,NY10458 		NONE PC FOR WORKFORCE DEVELOPMENT / JOB TRAINING PURPOSES 50,000

PECONIC LAND TRUST

296 HAMPTON ROAD
SOUTHAMPTON,NY11968 		NONE PC FOR COMMUNITY DEVELOPMENT PURPOSES 7,500

PEER HEALTH EXCHANGE

1350 AVE OF THE AMERICAS FL 2 -1024
NEW YORK,NY10019 		NONE PC FOR HEALTH PURPOSES 50,000

PER SCHOLAS

804 EAST 138TH STREET 2ND FLOOR
BRONX,NY10454 		NONE PC FOR WORKFORCE DEVELOPMENT / JOB TRAINING SERVICES 50,000

PRAIRIE SCHOONER

123 ANDREWS HALL U OF NEBRASKA
LINCOLN,NE68588 		NONE PC FOR EDUCATIONAL PURPOSES 2,000

SOUP ANGELS OF NYACK

PO BOX 565 18 SOUTH BROADWAY
NYACK,NY10960 		NONE PC FOR FOOD INSECURITY 25,000

SPARKYOUTH NYC (FORMERLY CATALOG FOR GIVING)

444 MADISON AVENUE 6TH FLOOR
NEW YORK,NY10022 		NONE PC FOR EDUCATIONAL PURPOSES 100,000

STATES UNITED DEMOCRACY CENTER

1101 17TH ST NW SUITE 250
WASHINGTON,DC20036 		NONE PC FOR COMMUNITY DEVELOPMENT PURPOSES 7,500

STEM FROM DANCE

315 EMPIRE BOULEVARD 250562
BROOKLYN,NY11225 		NONE PC FOR EDUCATIONAL PURPOSES 25,000

THE HOPE PROGRAM

1 SMITH STREET 4TH FLOOR
BROOKLYN,NY11201 		NONE PC FOR WORKFORCE DEVELOPMENT / JOB TRAINING PURPOSES 75,000

THE INN

211 FULTON AVE
HEMPSTEAD,NY11550 		NONE PC FOR FOOD INSECURITY 20,000

THE LONG ISLAND COMMUNITY FOUNDATION

900 WALT WHITMAN RD 205
MELVILLE,NY11747 		NONE PC FOR COMMUNITY DEVELOPMENT PURPOSES 37,500

TIDES FOUNDATION

PO BOX 889389
LOS ANGELES,CA900889389 		NONE PC FOR COMMUNITY DEVELOPMENT PURPOSES 250,000

UNITED WAY OF LONG ISLAND

819 GRAND BOULEVARD
DEER PARK,NY11729 		NONE PC FOR WORKFORCE DEVELOPMENT / JOB TRAINING PURPOSES 25,000

URBAN PATHWAYS

575 EIGHTH AVENUE 16TH FLOOR
NEW YORK,NY10018 		NONE PC FOR HOUSING PROGRAMS 100,000

VARIETY CHILD LEARNING CENTER

47 HUMPHREY DRIVE
SYOSSET,NY11791 		NONE PC FOR EDUCATION PURPOSES 25,000

YORK STREET PROJECT

89 YORK STREET
JERSEY CITY,NJ07302 		NONE PC FOR COMMUNITY DEVELOPMENT PURPOSES 50,000
Total .................................right arrow 3a 3,470,150
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		         
4 Dividends and interest from securities ....     14 2,685,923  
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 2,902,038  
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) .. 0 5,587,961 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,587,961
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THE LAWRENCE FOUNDATION
C/O HERTZ HERSON CPA LLP
Employer identification number

13-2880731
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THE LAWRENCE FOUNDATION
C/O HERTZ HERSON CPA LLP 		Employer identification number
13-2880731
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
JAY BERNSTEIN ESTATE
20 VINCENT STREET
 
ORIENT, NY11956

$ 62,717


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE LAWRENCE FOUNDATION
C/O HERTZ HERSON CPA LLP 		Employer identification number

13-2880731
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE LAWRENCE FOUNDATION
C/O HERTZ HERSON CPA LLP 		Employer identification number

13-2880731
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
THE LAWRENCE FOUNDATION
 
C/O HERTZ HERSON CPA LLP
EIN:
13-2880731
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 120,559 0   120,559

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 DepreciationSchedule
Name:
THE LAWRENCE FOUNDATION
 
C/O HERTZ HERSON CPA LLP
EIN:
13-2880731
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
LAPTOP COMPUTER 2017-10-23 2,337 2,337 200DB 5.000000000000 0 0    
FURNITURES AND FIXTURES 2018-07-01 295 295 200DB 5.000000000000 0 0    
LAPTOP COMPUTER (W/DRIVE) 2019-10-06 1,777 1,675 200DB 5.000000000000 102 0    
FURNITURES AND FIXTURES (FILE CABINET) 2019-12-18 103 98 200DB 5.000000000000 5 0    
OFFICE EQUIPMENT (COPIER) 2019-12-31 326 308 200DB 5.000000000000 18 0    
DESKTOP COMPUTER (IMAC) 2020-01-09 1,575 1,302 200DB 5.000000000000 181 0    
HP COLOR LASERJET PRINTER 2020-07-03 324 268 200DB 5.000000000000 37 0    
HARD DRIVE & DATA HUB 2020-01-08 239 198 200DB 5.000000000000 28 0    
FURNITURES AND FIXTURES (FILE CABINET) 2021-01-05 618 441 200DB 5.000000000000 71 0    
APPLE KEYBOARD PURCHASED 11/28/22 2022-08-31 125 65 200DB 5.000000000000 24 0    
EXTERNAL HARD DRIVE 2023-06-30 330 66 200DB 5.000000000000 106 0    
APPLE MINI COMPUTER 2024-06-30 2,036   200DB 5.000000000000 407 0    
MACBOOK 2024-06-30 1,628   200DB 5.000000000000 326 0    

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE LAWRENCE FOUNDATION
 
C/O HERTZ HERSON CPA LLP
EIN:
13-2880731
Name of Bond End of Year Book Value End of Year Fair Market Value
40000 CITIGROUP 3.30%. 04/27/2025 39,650 39,807
40000 BRISTOL MYERS SQUIBB CO; 6.8%, 11/15/2026 41,944 41,695
50000 JOHN DEERE CAPITAL CORP, 3.40%, 06/06/2025 49,487 49,751
50000 CISCO SYSTEMS INC, 2.95%, 02/28/2026 49,086 49,145
50000 PROCTOR & GAMBLE CO., 2.8%, 03/25/2027 48,345 48,375
25000 WALT DISNEY COMPANY, 7.43%, 10/01/2026 26,398 26,191
50000 CATEPILLAR, 3.40%,05/13/2025 49,482 49,800
75000 MERCK & CO., 5.95%, 12/01/2028 77,594 78,277
50000 PROGRESSIVE CORP., 2.45%, 01/15/2027 45,446 47,928
75000 UNITED HEALTH GROUP, 3.875%, 12/15/2028 69,483 72,527
50000 BRISTOL MYERS SQUIBB CO, 3.25%, 02/27/2027 48,277 48,780
75000 WALT DISNEY COMPANY, 3.8%, 03/22/2030 71,102 71,785
45000 TARGET CORP. 6.35%, 11/01/2032 49,341 48,892
75000 METLIFE, INC., 6.50%, 12/15/2032 81,763 81,635
25000 MORGAN STANLEY, 7.25%, 04/01/2032 27,856 28,089
25000 PROGRESSIVE CORP., 6.625%, 03/01/2029 26,471 26,679
35000 TARGET CORP., 2.50%, 04/15/2026 32,938 34,143
50000 DEERE & CO., 5.375%, 10/16/2029 51,613 51,583
25000 PROGRESSIVE CORP., 6.625%, 03/01/2029 27,072 26,679
25000 THE PROCTOR & GAMBLE CO' 3.00%, 5/25/2032 23,417 23,048
65000 FLORIDA POWER & LIGHT, 5.95%,10/01/2033 68,750 67,813
25000 FLORIDA POWER & LIGHT, 5.625%,04/01/2034 25,969 25,722
35000 SCHERING PLOUGH, 6.50%, 12/01/2033 39,010 38,525
25000 UNITED HEALTH GROUP, 2.00%, 05/15/2030 21,833 21,549
25000 WALMART STORES, 7.55%, 02/15/2030 28,930 28,480
ACCRUED INTEREST 0 10,158
1000000 NORTHERN TRUST CORP., 3.950%, 10/30/2025 1,014,057 993,990
500000 BROOKFIELD INC, 4.250%, 06/02/2026 505,573 496,640
500000 AMGEN INC. 3.20%, 11/02/2027 497,045 480,870
500000 MORGAN STANLEY, 3.875%, 01/27/2026 500,659 496,300
500000 BANK OF AMERICA, 3.248%, 10/21/2027 482,480 481,845
500000 CITIGROUP 4.60%, 08/16/2027 500,000 492,295
500000 JP MORGAN CHASE, 4.90%, 09/23/2026 498,755 495,565
1000000 AMERICAN EXPRESS CO., 4.20%, 11/06/2025 976,805 997,670
1000000 TSMC ARIZONA CORP., 3.875%, 04/22/2027 938,285 982,120
1000000 BOSTON PROPERTIES, 6.750%, 12/01/2027 1,017,987 1,043,170
1000000 TOYOTA 5.45 % - 11/10/27. 1,013,271 1,023,390
1000000 STANLEY BLACK AND DECKER -3/6/28. 1,007,179 1,034,890
1000000 NEXTERA ENERGY CPTL 4.90%, 02/28/2028 1,004,997 1,001,320
1000000 IBM CORP, 3.30%, 05/15/2026 961,005 982,060
1000000 PROLOGIS, 4.375%, 02/01/2029 978,505 982,730
1000000 PARKER HANNIFIN CORP,4.250%, 09/15/2027 982,505 989,350
1000000 CIGNA CORP, 4.375%, 10/15/2028 977,005 979,970
1000000 MARSH & MCLENNAN COS INC., 4.375%, 03/15/2029 986,005 982,430
1000000 PUBLIC STORAGE, 5.125%, 01/15/2029 1,004,979 1,012,290
1000000 OTIS WORLDWIDE CORP,5.25%, 08/16/2028 1,000,004 1,012,330
1000000 AMER HONDA FIN CORP, 5.850%,10/04/2030 1,011,576 1,041,400
250000 BANK OF NEW YORKMELLON CORP 4.7% 09/20/2025 269,755 247,628
125000 CITIGROUP GLOBAL MARKETS 4.6%, 08/30/2027 125,000 124,096
1000000 REALTY INCOME CORP, 4.850%, 03/15/2030 998,105 993,590
1000000 KEURIG DR PEPPER INC., 5.20%, 03/15/2031 989,475 1,010,030
500000 ALEXANDRIA REAL ESTATE, 4.90%, 12/15/2030 483,400 492,260
1000000 INTERCONTINENTAL EXCHANGE INC, 5.25%,06/15/2031 1,017,304 1,010,010
1000000 AON NORTH AMERICA INC., 5.30%, 03/01/2031 1,033,789 1,004,210
1000000 CVS HEALTH CORP, 5.15%, 02/21/2030 1,030,495 979,060
ACCRUED INTEREST 0 289,691
500000 CIGNA CORP, 4.125%,11/15/2025, 501,010 497,464
922000 MARRIOTT INT'L INC 5.750%,05/01/2025 924,282 923,838
1000000 JP MORGAN CHASE & CO, ZERO COUPON, 04/28/2034 1,000,000 1,017,436
I SHARES TRUST 83,885 84,213
ACCRUED INTEREST 0 11,471
47000 BLACKROCK ULTRA SHORT TERM BOND ETF 2,357 2,370

TY 2024 InvestmentsCorpStockSchedule
Name:
THE LAWRENCE FOUNDATION
 
C/O HERTZ HERSON CPA LLP
EIN:
13-2880731
Name of Stock End of Year Book Value End of Year Fair Market Value
304 ABBOTT LABS 32,069 34,385
114 ABBVIE INC 19,130 20,258
78 ACCENTURE PLC 21,104 27,440
44 ADOBE INC 15,937 19,566
109 AGILENT TECH INC 15,023 14,643
1208 ALPHABET INC CL C 126,559 230,042
116 AMERICAN EXPRESS 19,410 34,428
117 AMERICAN WATER WORKS CO INC 16,884 14,565
84 AMERISOURCE BERGEN CORP (CENCORA) 13,041 18,873
1237 APPLE INC 180,585 309,770
264 APPLIED MATERIAL INC 28,012 42,934
209 APTIV PLC 17,748 12,640
975 AT&T 18,079 22,201
79 AUTODESK INC 18,505 23,350
60 AUTOMATIC DATA PROCESSING 14,405 17,564
138 BEST BUY CO INC 11,045 11,840
83 BIOGEN 18,403 12,692
43 BLACKROCK INC 28,904 44,080
451 BOSTON SCIENTIFIC CORP 23,058 40,283
400 BRISTOL MYERS SQUIBB 26,787 22,624
444 BROADCOM INC 109,024 103,937
216 CAPITAL ONE FINANCIAL 24,467 37,517
182 CARRIER GLOBAL CORP 9,700 12,423
102 CATERPILLAR 24,329 37,002
129 CBRE GROUP 11,327 16,936
130 CENTENE VORP 9,664 7,875
564 CISCO SYSTEMS INC 28,294 33,389
652 CITIGROUP INC 36,756 45,894
955 COMCAST CORP NEW CL A 40,769 35,841
61 COSTCO WHOLESALE CORP 31,177 55,892
53 CUMMINS INC 11,009 18,476
71 DANAHER CORP 16,063 16,298
59 DECKERS OUTDOORS GROUP 12,337 11,982
56 DEERE CO 21,219 23,727
103 EATON CORP PLC 15,830 34,183
661 EBAY INC 30,692 40,949
98 ECOLAB INC 16,115 22,963
102 ELECTRONICS ARTS INC 12,972 14,923
62 ELEVANCE HEALTH INC 26,507 22,872
109 EMERSON ELECTRIC CO 9,645 13,508
29 EQUINIX INC 19,837 27,344
322 FIDELITY NATL INFO SERVICES 18,731 26,008
131 FORTIVE CORP 8,621 9,825
368 GENERAL MILLS 24,658 23,467
766 GENERAL MOTORS 26,439 40,805
235 GILEAD SCIENCES INC 16,271 21,707
90 HERSHEY COMPANY 18,181 15,242
553 HEWLETT PACKARD ENTERPRISE CO 9,474 11,807
129 HOME DEPOT INC 40,778 50,180
847 HUNTINGTIN BANCSHARES INC 12,632 13,781
70 ILLINOIS TOOL WORKS INC 14,630 17,749
44 INTUIT INC 19,055 27,654
54 IQVIA HOLDINGS INC 11,328 10,612
181 JOHNSON CONTROLS INTER 10,445 14,286
34 LAM RESEARCH CORP 16,229 24,558
68 LINDE PLC 27,187 28,470
81 LOWES COMPANIES INC 18,630 19,991
171 MARRIOTT INTL INC 42,239 47,699
90 MARSH & MCLENNAN COS 18,866 19,117
102 MASTERCARD INC 33,233 53,710
345 MERCK & CO INC SHS 29,776 34,321
289 METLIFE 20,101 23,663
683 MICROSOFT CORP 164,658 287,885
60 MOODY'S CORP 20,959 28,402
170 NASDAQ OMX GRP INC 12,574 13,143
314 NEXTERA ENERGY INC 25,393 22,511
273 NIKE INC CL B 30,211 20,658
94 NVIDIA 42,853 307,524
222 ORACLE CORP 38,234 36,994
90 OTIS WORLDWIDE CORP. 7,163 8,335
270 PAYPAL HOLDINGS INC 20,449 23,045
58 PPG INDUSTRIES INC 8,222 6,928
143 PROGRESSIVE CRP OHIO 17,139 34,264
249 PROLOGIS INC 29,816 26,319
324 PUB SVC ENTERPRISE GRP 20,855 27,375
177 QUALCOMM INC 23,358 27,191
83 QUANTA SERVICES IIC 22,894 26,232
67 S&P GLOBAL INC 22,593 33,368
184 SALESFORCE COM INC 32,175 61,517
284 SEMPRA ENERGY 30,572 36,228
46 SERVICE NOW INC 28,680 48,766
40 STERIS PLC 7,697 8,222
130 TARGET CORP CO 17,298 17,573
52 THERMO FISHER SCIENTIFIC 25,981 27,052
308 TJX COS INC 21,384 37,209
138 T MOBILE US INC 27,406 30,461
85 TRACTOR SUPPLY CO. 18,012 22,551
41 TRANE 15,553 15,143
49 ULTA BEAUTY INC 20,440 21,312
93 UNITED HEALTH GROUP INC 48,810 47,045
687 US BANCORP 27,098 32,859
117 VERALTO 12,162 11,916
57 VERTEX PHAMACEUTICALSINC 15,773 22,954
231 VISA INC CL A 47,085 73,005
28 WW GRAINGER INCORP 14,120 29,513
71 WABTEC 11,344 13,461
448 WALMART INC 35,198 40,477
483 WELLS FARGO AND CO 27,760 33,926
136 WELLTOWER INC 13,733 17,140
358 WEYERHAUSER INC 11,209 10,078
64 WILLIAMS SONOVA INC 11,952 11,852
109 XYLEM INC 10,145 12,646
125 ZOETIS INC 19,371 20,366
2000 AMER EXPRESS CO 149,940 593,580
400 AMERIPRISE FINANCIAL INC 49,716 212,972
4410 APPLE INC 135,861 1,104,352
1700 BOEING COMPANY 239,428 300,900
23000 CISCO SYSTEMS INC 646,300 1,361,600
2400 COCA COLA CO COM 97,404 149,424
12000 COMCAST CORP NEW CL A 369,450 450,360
9575 CONS EDISON CO (HOLDING CO) 590,347 854,377
14837 CORTEVA 341,549 845,116
6000 DOMINION ENERGY INC 416,940 323,160
14837 DOWDUPONT INC 666,981 595,409
9000 DUKE ENERGY CORP NEW 657,270 969,660
12362 DUPONT DE NEMOURS 810,117 942,603
9000 EVERSOURCE ENERGY COM 431,190 516,870
3125 GENL ELECTRIC AEROSPACE 411,626 521,219
781 GENL ELECTRIC VERNOVA 104,572 256,894
10400 HP INC 148,431 339,352
13000 INTEL CORP 374,530 260,650
6900 JOHNSON & JOHNSON COM 681,893 997,878
8300 MERCK & CO INC NEW COM 448,451 825,684
3000 MICROSOFT CORP 135,644 1,264,500
5000 MONDELEZ INTL INC 209,681 298,650
16000 PFIZER INC 529,865 424,480
6000 PROCTER & GAMBLE CO 481,710 1,005,900
6000 WALMART INC 143,620 542,100
19350 ISHARES ESGE 591,919 646,097
19891 ISHARES ESGD 1,268,079 1,514,501
4035 ISHARES RUSSELL 1000 IWB 628,058 1,299,916
2868 ISHARES RUSSELL 1000 IWF 691,615 1,151,731
2507 INVESCO QQQ 595,619 1,281,654
11198 NUVEEN ESG LARGE CAP 629,205 961,236
16821 NUVEEN ESG SMALL CAP 643,466 704,497
2269 SPDR S&P 500 SPY 638,202 1,329,816
6213 SUSA LARGE CAP CORE - ESG 521,932 755,439
39625.153 BROWN ADVISORY SUSTAINABLE GROWTH FUND 1,486,871 2,183,742
34305.751 PARNUSSUS CORE EQUITY FUND 1,777,364 2,043,594
93321.247 MIROVA SUSTAINABLE EQUITY FUND 1,435,093 1,873,891
35726.405 BROWN ADVISORY SMALL CAP GROWTH FUND 1,560,866 1,610,189
612 ABBVIE 51,543 108,752
3106 AERCAP HOLDINGS NV 72,559 297,244
87 ALPHABET INC 229,379 329,382
1274 AMERICAN ELECTIRC POWER CO INC 82,237 117,501
550 AON PLC CLASS A 154,170 197,538
2196 APPLE INC 105,957 549,922
3800 APTIV PLC 252,534 229,824
650 ALLSTATE CORP 75,531 125,314
1448 ASHLAND 115,109 103,474
2599 ASTRAZENECA 137,763 170,286
5053 AT & T INC 124,596 115,057
10100 AVADEL PHARMASCEUTICALS PLC 105,949 106,151
650 AVERY DENNISON COPR 110,795 121,635
7300 BANK OF AMERICA CORP 217,083 320,835
6400 BLOOMIN BRANDSINC 160,001 78,144
3689 BRISTOL MYERS SQUIBB 213,603 208,650
1100 BUILDERS FIRST SOURCE INC 156,734 157,223
795 CDW CORP 85,943 138,362
8850 CENTERPOINT ENERGY INC 171,629 280,811
506 CHEVRON TEXACO 62,175 73,289
1973 CISCO SYSTEMS 86,782 116,802
2891 COMCAST 91,717 108,499
32250 CONDUENT INC 166,971 130,290
1842 CONOCO PHILIPS 86,216 182,671
3224 CVS CAREMARK CORP 212,350 144,725
3000 DELTA AIRLINES INC 111,301 181,500
2700 DEVON ENERGY CORP 77,212 88,371
2630 DOLLAR TREE INC 305,709 197,092
2900 DOMINION ENERGY 186,019 156,194
1274 EOG RESOURCES INC 147,956 156,167
6300 FIRST ENERGY CORP 223,379 250,614
1450 FISERV INC 148,042 297,859
2400 FORTUNE BRANDSHOME & SECURITY INC 204,492 163,992
702 GENERAL DYNAMICS 141,144 184,970
1150 GLOBE LIFE INC 105,989 128,248
3450 GXO LOGISTICS 152,427 150,075
12550 HAIN CELESTIAL GROUP INC 120,556 77,183
950 INTERNATIONAL BUSINESS NACHINE CORP 111,955 208,839
10200 INTERNATIONAL GAME TECHNOLOGY 258,742 180,132
1060 JP MORGAN CHASE 116,187 254,093
6350 KEURIG DR PEPPER INC 230,556 203,962
18641 LIONS GATE ENTYERTAINMENT CL B NON-VOTING 287,259 140,740
370 MCKESSON CORP 68,255 210,867
4800 MGM RESORTS 133,285 166,320
3200 NEXERA ENERGY INC 179,972 229,408
700 PAYPAL HOLDINGS INC 40,401 59,745
1000 PHILLIPS 66 68,457 113,930
1950 RAYTHEON TECHNOLOGIES CORP 111,256 225,654
1540 REGENCY CENTERS CORP 52,308 113,852
2500 SCHKUNBERGER NV 106,179 99,684
1299 SKYWORKS SOLUTIONS 129,380 115,195
1100 TARGET CORP 157,661 148,698
6661 TREEHOUSE FOODS 274,866 234,001
1850 TRUIST FIN'L CORP 72,714 80,253
220 VERTEX PHARMACEUTICALS 43,088 88,594
2412 WILLIAMS COMPANIES 53,343 130,537
5500 TRAVEL PLUS LEISURE 185,010 277,475
2377 ZIMMER BIOMET HOLDINGS INC 272,979 251,083
ACCRUED DIVIDENDS 0 3,232
932 AGILENT TECHNOLOGIES INC 128,910 125,205
507 AMERICAN WTR WKS CO INC 68,180 63,116
218 ANSYS INC 62,566 73,538
436 APPLIED MATERIALS INC 63,519 70,907
751 APTIV PLC 68,377 45,420
256 AUTODESK INC 51,601 75,666
1019 CARRIER GLOBAL CORP 59,676 69,557
1670 CGONEX CORP 75,967 59,886
113 EATON CORPORATION PLC 35,628 37,501
429 EMERSON ELECTRIC CO 45,760 53,166
373 FERGUSON PLC ORDINARY SHARES 57,950 64,742
192 HUBBELL INCORPORATED COM 60,942 80,427
323 IDEX CORP 71,847 67,601
396 INTL FLAVORS & FRAGRANCES INC 35,071 33,482
82 KIA CORPORATION 61,654 51,670
310 LINDE PLC ORDINARY SHARES 112,688 129,788
66 METTLER-TOLEDO INTERNATIONAL INC 83,557 80,763
340 MICROSOFT CORP 112,517 143,310
196 NVIDIA CORP 68,432 92,794
684 PENTAIR PLC SHS 34,624 68,838
308 RENAISSANCERE HOLDINGS LTD 79,706 76,633
403 REPUBLIC SERVICES INC 62,152 81,076
307 STERIS PLC 63,337 63,107
155 SYNOPSIS INC 85,764 75,231
577 TE CONNECTIVITY LTD 73,593 82,494
493 TEXAS INSTRUMENTS INCORPORATED 84,738 92,442
143 TRANE TECHNOLOGIES PLC ORDINARY SHARES 25,125 52,817
276 UNION PACIFIC CORP 67,317 62,939
74 UNITED RENTALS INC 28,232 52,129
666 VERALTO CORP 52,930 67,832
641 WASTE MANAGEMENT INC DEL 110,676 129,347
263 WATERS CORP 82,241 97,568
544 XYLEM INC 67,912 63,115
34002.311 BOSTON TRUST WALDEN SMALL CAP 541,970 612,722

TY 2024 InvestmentsGovtObligationsSch
Name:
THE LAWRENCE FOUNDATION
 
C/O HERTZ HERSON CPA LLP
EIN:
13-2880731
US Government Securities - End of Year Book Value:

0
US Government Securities - End of Year Fair Market Value:

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


182,521
State & Local Government Securities - End of Year Fair Market Value:


191,110


TY 2024 InvestmentsOtherSchedule2
Name:
THE LAWRENCE FOUNDATION
 
C/O HERTZ HERSON CPA LLP
EIN:
13-2880731
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
126082 BRIDGE WORKFORCE AND AFFORDABLE HOUSING FUND-R2 LP XX AT COST 126,082 271,765
41852 BRIDGE WORKFORCE AND AFFORDABLE HOUSING FUND II-R LP XX AT COST 418,452 411,460
484919 PORTFOLIO ADVISORS AT COST 484,919 482,277
250000 OWL ROCK AT COST 250,000 255,250
512710 ENERGY STORAGE XX AT COST 512,710 520,140
EIF V, LP XX AT COST 202,047 183,085

TY 2024 LandEtcSchedule2
Name:
THE LAWRENCE FOUNDATION
 
C/O HERTZ HERSON CPA LLP
EIN:
13-2880731
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
LAPTOP COMPUTER 2,337 2,337 0 0
FURNITURES AND FIXTURES 295 295 0 0
LAPTOP COMPUTER (W/DRIVE) 1,777 1,777 0 0
FURNITURES AND FIXTURES (FILE CABINET) 103 103 0 0
OFFICE EQUIPMENT (COPIER) 326 326 0 0
DESKTOP COMPUTER (IMAC) 1,575 1,483 92 92
HP COLOR LASERJET PRINTER 324 305 19 19
HARD DRIVE & DATA HUB 239 226 13 13
FURNITURES AND FIXTURES (FILE CABINET) 618 512 106 106
APPLE KEYBOARD PURCHASED 11/28/22 125 89 36 36
EXTERNAL HARD DRIVE 330 172 158 158
APPLE MINI COMPUTER 2,036 407 1,629 1,629
MACBOOK 1,628 326 1,302 1,302


TY 2024 LegalFeesSchedule
Name:
THE LAWRENCE FOUNDATION
 
C/O HERTZ HERSON CPA LLP
EIN:
13-2880731
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 6,807 0   6,807


TY 2024 OtherAssetsSchedule
Name:
THE LAWRENCE FOUNDATION
 
C/O HERTZ HERSON CPA LLP
EIN:
13-2880731
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INTEREST/DIVIDEND 58,214 48,381 43,069
SECURITY DEPOSIT - RENT 1,200 1,200 1,200
DUE FROM EMPLOYEES   811 811


TY 2024 OtherExpensesSchedule
Name:
THE LAWRENCE FOUNDATION
 
C/O HERTZ HERSON CPA LLP
EIN:
13-2880731
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
JP MORGAN BROKER FEES 26,673 26,673   0
MERRILL LYNCH BROKER FEES 32,221 32,221   0
NB BROKER FEE 57,195 57,195   0
BROKER FEES LPL 28 28   0
INVESTMENT ADVISORY FEES 14,673 14,673   0
OTHER INVESTMENT COSTS 46,194 46,194   0
GIFTS 1,858 0   1,858
MEALS 3,281 0   3,281
TRAVEL 11,770 0   11,770
RENT EXPENSE - STORAGE 1,359 0   1,359
OFFICE EXP 836 0   836
POSTAGE & COURIER 438 0   438
TELEPHONE 111 0   111
INSURANCE 1,604 0   1,604
COMPUTER EXP 5,162 0   5,162
DUES & SUBS 9,544 0   9,544
PAYROLL FEES 2,076 0   2,076
NYS ANNUAL FEE 1,500 0   1,500


TY 2024 OtherLiabilitiesSchedule
Name:
THE LAWRENCE FOUNDATION
 
C/O HERTZ HERSON CPA LLP
EIN:
13-2880731
Description Beginning of Year - Book Value End of Year - Book Value
DUE TO CREDIT CARDS 682 217


TY 2024 OtherProfessionalFeesSchedule
Name:
THE LAWRENCE FOUNDATION
 
C/O HERTZ HERSON CPA LLP
EIN:
13-2880731
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROFESSIONAL FEES- OTHER 80,427 0   80,427


TY 2024 TaxesSchedule
Name:
THE LAWRENCE FOUNDATION
 
C/O HERTZ HERSON CPA LLP
EIN:
13-2880731
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 63,003 0   0
PAYROLL TAXES 28,607 0   28,607
FOREIGN WITHHOLDING TAXES 5,499 5,499   0