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
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$15,148,739J 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 33,175 33,175  
4 Dividends and interest from securities... 215,146 215,146  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,957,119
b Gross sales price for all assets on line 6a 13,739,020
7 Capital gain net income (from Part IV, line 2)... 2,957,119
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
64,175 4,406  
12 Total. Add lines 1 through 11........ 3,269,615 3,209,846  
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....... 12,569 0   12,569
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
13,350 4,005   9,345
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
100,419 100,419   0
17 Interest............... 759 759   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
52,127 9,237   7,541
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 34,036 0   34,036
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
27,768 4,041   23,727
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 326,028 118,461   172,218
25 Contributions, gifts, grants paid....... 328,200 328,200
26 Total expenses and disbursements. Add lines 24 and 25 654,228 118,461   500,418
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,615,387
b Net investment income (if negative, enter -0-) 3,091,385
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............. 74,560 350,605 350,605
2 Savings and temporary cash investments......... 312,927 522,572 522,572
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) 2,128,969 Click to see attachment
List of Attached Documents:
// Content
2,053,678 		2,053,678
b Investments—corporate stock (attach schedule)....... 9,032,803 Click to see attachment
List of Attached Documents:
// Content
9,190,538 		9,190,538
c Investments—corporate bonds (attach schedule)....... 1,745,488 Click to see attachment
List of Attached Documents:
// Content
2,923,613 		2,923,613
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).......... 1,353,415 Click to see attachment
List of Attached Documents:
// Content
79,375 		79,375
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
28,358 		Click to see attachment
List of Attached Documents:
// Content
28,358
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 14,648,162 15,148,739 15,148,739
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........... 14,648,162 15,148,739
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)..... 14,648,162 15,148,739
30 Total liabilities and net assets/fund balances (see instructions). 14,648,162 15,148,739
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
14,648,162
2
Enter amount from Part I, line 27a .....................
2
2,615,387
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
17,263,549
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,114,810
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
15,148,739
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 ACCENTURE PLC P 2024-09-27 2024-12-23
b AFLAC INC. P 2024-06-27 2024-12-23
c ALBEMARLE CORP. P 2023-08-15 2024-06-27
d AMAZON.COM P 2023-10-13 2024-06-27
e AMERICAN EXPRESS CO. 4.05% P 2023-11-13 2024-10-30
AMERICAN TOWER CORP. P 2024-01-12 2024-06-27
AMERICAN TOWER CORP. P 2024-09-27 2024-12-23
AMERICAN WATERWORKS CO. P 2024-06-27 2024-09-27
AUTODESK INC. P 2023-10-13 2024-06-27
BANK OF AMERICA CORP. P 2024-06-27 2024-12-23
BRIGHT HORIZONS FAMILY SOLUTIONS INC. P 2024-06-27 2024-09-27
CME GROUP INC. P 2023-10-11 2024-06-27
DANAHER CORP. P 2023-07-07 2024-06-27
DECKERS OUTDOOR CORP. P 2024-06-27 2024-09-27
ECOLAB INC. P 2024-06-27 2024-12-23
EDENRED UNISPON ADR P 2024-02-06 2024-06-27
EDWARDS LIFESCIENCES CORP. P 2023-11-21 2024-06-27
EDWARDS LIFESCIENCES CORP. P 2023-12-08 2024-06-27
ELEVANCE HEALTH INC. P 2024-06-27 2024-12-23
ENPHASE ENERGY INC. P 2023-02-28 2024-02-06
EQUINIX INC. P 2024-06-27 2024-12-23
FIDELITY NATL INFO SERVICES P 2024-02-27 2024-06-27
FIRST SOLAR INC. P 2024-02-06 2024-06-27
FIRST SOLAR INC. P 2024-02-06 2024-09-27
HEXCEL CORP. P 2024-06-27 2024-09-27
HOLOGIC INC. P 2024-06-27 2024-09-27
HOME DEPOT INC. 3.25% P 2023-11-13 2024-07-31
HUNT JB TRANSPORT SERVICES P 2024-06-27 2024-12-23
INTEL CORP. P 2024-06-27 2024-09-27
IPG PHOTONICS CORP. P 2024-06-27 2024-12-23
IQVIA HLDGS INC. P 2024-06-27 2024-09-27
JONES LANG LASALLE INC. P 2024-06-27 2024-12-23
KERRY GROUP PLC P 2023-08-15 2024-06-27
LAMB WESTON HOLDINGS INC. P 2024-06-27 2024-09-27
LPL FINANCIAL HOLDINGS INC. P 2024-06-27 2024-09-27
MASTERCARD INC. P 2024-06-27 2024-12-23
MCCORMICK & CO. INC. P 2024-06-27 2024-09-27
MCDONALDS CORP. P 2023-11-21 2024-06-27
MCDONALDS CORP. P 2024-02-08 2024-06-27
META PLATFORMS INC. P 2024-02-08 2024-06-27
NEXTERA ENERGY INC. P 2024-09-27 2024-12-23
NVENT ELECTRIC PLC P 2024-06-27 2024-09-27
ORMAT TECHNOLOGIES INC. P 2024-06-27 2024-09-27
PAYCOM SOFTWARE INC. P 2024-06-27 2024-09-27
PEPSICO INC. P 2023-12-18 2024-06-27
QUANTA SERVICES P 2024-06-27 2024-09-27
QUEST DIAGNOSTICS INC. P 2024-06-27 2024-09-27
SBA COMMUNICATIONS CORP. P 2024-06-27 2024-09-27
SERVICENOW INC. P 2024-06-27 2024-12-23
SHOPIFY INC. P 2024-06-27 2024-09-27
STARBUCKS CORP. P 2023-10-13 2024-06-27
TAIWAN SEMICONDUCTOR MFG P 2024-06-27 2024-09-27
TE CONNECTIVITY LTD P 2024-02-27 2024-09-27
TETRA TECH INC. P 2024-06-27 2024-09-27
TRACTOR SUPPLY CO. P 2024-06-27 2024-12-23
TRANE TECHNOLOGIES PLC P 2024-06-27 2024-12-23
TRAVELERS COS. INC. P 2024-06-27 2024-09-27
TREX CO. INC. P 2024-06-27 2024-09-27
ULTA BEAUTY INC. P 2024-01-12 2024-02-08
ULTA BEAUTY INC. P 2024-01-12 2024-06-27
UNITED PARCEL SERVICE INC. P 2024-06-27 2024-09-27
U.S. TREAS SER F-2032 4.125% P 2024-02-13 2024-08-14
U.S. TREAS SER G-2031 4.0% P 2024-02-13 2024-11-25
U.S. TREAS SER P-2030 4.125% P 2024-03-04 2024-11-25
VALMONT INDUSTRIES INC, P 2024-06-27 2024-09-27
VERALTO CORP. P 2023-07-07 2024-06-27
VERIZON COMMUNICATIONS INC. P 2024-09-27 2024-12-23
VICI PPTYS INC. P 2023-03-29 2024-02-08
WABTEC P 2024-06-27 2024-09-27
WEC ENERGY GROUP INC. P 2023-06-13 2024-02-08
WEST PHARMACEUTICAL SERVICES INC. P 2024-06-27 2024-09-27
ABBOTT LABORATORIES P   2024-06-27
ADOBE INC. P   2024-06-27
AIA GROUP ADR P   2024-02-06
ALBEMARLE CORP. P 2023-05-16 2024-06-27
ALPHABET INC. CL A P 2021-04-28 2024-12-23
ALPHABET INC. CL C P 2012-02-08 2024-01-25
ALPHABET INC. CL C P 2012-02-08 2024-02-08
ALPHABET INC. CL C P 2012-02-08 2024-06-27
ALPHABET INC. CL C P 2012-02-08 2024-09-27
AMAZON.COM P 2022-02-11 2024-01-25
AMAZON.COM P 2022-01-31 2024-02-08
AMAZON.COM P 2022-02-11 2024-02-08
AMAZON.COM P 2014-04-30 2024-06-27
AMAZON.COM P 2019-10-28 2024-06-27
AMAZON.COM P 2022-01-31 2024-06-27
AMAZON.COM P 2022-05-27 2024-06-27
AMAZON.COM P 2022-11-17 2024-06-27
AMERICAN TOWER CORP. P 2021-06-04 2024-01-25
AMERICAN TOWER CORP. P 2021-06-04 2024-02-08
AMERICAN TOWER CORP. P   2024-06-27
ANALOG DEVICES INC. P 2018-10-29 2024-06-27
APPLE INC. P 2022-11-17 2024-01-25
APPLE INC. P 2022-11-17 2024-02-08
APPLE INC. P 2023-05-16 2024-06-27
APPLE INC. P 2022-11-17 2024-12-23
APPLE INC. P 2023-05-16 2024-12-23
APTIV PLC P   2024-06-27
APTIV PLC ORD USD P   2024-12-23
ASML HOLDING NV EURO P   2024-06-27
ASTRAZENECA PLC P 2020-09-22 2024-06-27
ASTRAZENECA PLC P 2020-11-06 2024-06-27
ASTRAZENECA PLC P 2023-01-06 2024-06-27
ASTRAZENECA PLC P 2020-09-22 2024-12-23
ASTRAZENECA PLC P 2023-12-18 2024-12-23
AT MID CAP EQUITY P   2024-02-27
AUTODESK INC. P   2024-06-27
AUTOMATIC DATA PROCESSING INC. P 2011-07-22 2024-01-25
AUTOMATIC DATA PROCESSING INC. P 2011-07-22 2024-02-08
AUTOMATIC DATA PROCESSING INC. P 2011-07-22 2024-06-27
AZEK CO. INC. P   2024-06-27
BALL CORP. P   2024-06-27
BALL CORP. P   2024-09-27
BLACKROCK INC. P 2022-01-20 2024-01-25
BLACKROCK INC. P 2022-01-20 2024-02-08
BLACKROCK INC. P 2011-02-16 2024-06-27
BLACKROCK INC. P 2022-01-20 2024-06-27
BLACKROCK INC. 3.5% P 2014-12-04 2024-03-18
BNP PARIBAS ADR P   2024-06-27
CATERPILLAR FINL SVCS 3.3% P   2024-06-10
CHART INDS INC. P   2024-06-27
CHIPOTLE MEXICAN GRILL INC. P 2022-01-20 2024-06-27
CHIPOTLE MEXICAN GRILL INC. P 2022-01-20 2024-12-23
CISCO SYSTEMS INC. P 2021-06-04 2024-01-25
CISCO SYSTEMS INC. P 2021-06-04 2024-02-08
CISCO SYSTEMS INC. P   2024-06-27
CITIGROUP INC. 4.91% P 2023-01-25 2024-07-31
CME GROUP INC. P 2022-03-21 2024-02-08
CME GROUP INC. P 2021-02-23 2024-06-27
CME GROUP INC. P 2022-03-21 2024-06-27
COMCAST CORP. 3.3% P   2024-07-31
COMCAST CORP. 4.1% P   2024-07-31
COMPASS GROUP PLC P   2024-06-27
COSTCO WHOLESALE CORP. P   2024-12-23
COSTCO WHOLESALE CORP. P   2024-01-12
COSTCO WHOLESALE CORP. P 2021-03-12 2024-01-25
COSTCO WHOLESALE CORP. P 2021-03-12 2024-02-08
DANAHER CORP. P 2022-05-27 2024-02-08
DANAHER CORP. P 2022-05-27 2024-06-27
DANONE SPONS ADR P   2024-06-27
DARLING INGREDIENTS INC. P   2024-06-27
DEERE & CO. P   2024-06-27
DISNEY WALT CO. P 2021-12-16 2024-01-25
DISNEY WALT CO. P 2021-12-16 2024-02-08
DISNEY WALT CO. P   2024-06-27
EDWARDS LIFESCIENCES CORP. P 2022-01-20 2024-02-08
EDWARDS LIFESCIENCES CORP. P   2024-06-27
ENPHASE ENERGY INC. P   2024-02-06
FEDL NATL MTG ASSN 2.5% P   2024-02-05
FIDELITY NATL INFO SERVICES P 2011-11-29 2024-02-08
FIDELITY NATL INFO SERVICES P 2011-11-29 2024-06-27
FISERV INC. P 2011-11-29 2024-02-08
FISERV INC. P 2011-11-29 2024-06-27
GOLDMAN SACHS GROUP INC. P   2024-07-31
HDFC BANK LTD P   2024-06-27
HOME DEPOT INC. P 2022-01-20 2024-01-25
HOME DEPOT INC. P   2024-02-08
HOME DEPOT INC. P   2024-06-27
HOME DEPOT INC. P   2024-12-23
HONEYWELL INTL INC. P 2017-03-22 2024-01-25
HONEYWELL INTL INC. P 2017-03-22 2024-02-08
HONEYWELL INTL INC. P 2017-03-22 2024-06-27
HONEYWELL INTL INC. P 2017-04-12 2024-06-27
INTERCONTINENTAL EXCHANGE INC. P   2024-06-27
IQVIA HLDGS INC. P 2022-04-04 2024-01-25
IQVIA HLDGS INC. P 2022-04-04 2024-02-08
IQVIA HLDGS INC. P   2024-09-27
JOHN DEERE CAPITAL 3.35% P 2016-09-14 2024-06-12
JOHNSON CONTROLS INTL PLC P   2024-06-27
JP MORGAN CHASE & CO. NOTE P   2024-07-31
JP MORGAN CHASE & CO. P 2012-09-11 2024-06-27
KERRY GROUP PLC P 2023-03-29 2024-06-27
LINDE PLC P 2022-01-20 2024-01-25
LINDE PLC P   2024-06-27
MARTIN MARIETTA MATERIALS INC. P 2021-06-23 2024-02-08
MARTIN MARIETTA MATERIALS INC. P 2021-06-23 2024-06-27
MARTIN MARIETTA MATERIALS INC. P 2022-09-30 2024-06-27
MICROSOFT CORP. P 2011-04-12 2024-01-25
MICROSOFT CORP. P 2011-04-12 2024-02-08
MICROSOFT CORP. P 2011-04-12 2024-06-27
MICROSOFT CORP. P 2011-04-12 2024-12-23
MONDELEZ INTL INC. P 2022-09-19 2024-01-25
MONDELEZ INTL INC. P 2022-09-19 2024-02-08
MONDELEZ INTL INC. P 2020-06-26 2024-06-27
MONDELEZ INTL INC. P 2022-09-19 2024-06-27
MORGAN STANLEY SER 2.511% P 2022-06-01 2024-07-31
NEXTERA ENERGY INC. P 2022-01-20 2024-01-25
NEXTERA ENERGY INC. P 2022-01-20 2024-02-08
NEXTERA ENERGY INC. P 2023-01-06 2024-02-08
NEXTERA ENERGY INC. P   2024-06-27
NOVARTIS AG SPONS ADR P   2024-06-27
NVIDIA CORP. P 2023-10-13 2024-12-23
ORACLE CORP. 3.4% P 2016-03-16 2024-07-08
OTIS WORLDWIDE CORP. P 2020-04-16 2024-02-08
OTIS WORLDWIDE CORP. P 2020-04-16 2024-06-27
PEPSICO INC. P 2011-01-20 2024-06-27
PFIZER INC. 3.4% P 2016-03-16 2024-05-15
PNC FINANCIAL SERVICES INC. P 2020-11-17 2024-01-25
PNC FINANCIAL SERVICES INC. P 2020-11-17 2024-02-08
PNC FINANCIAL SERVICES INC. P 2020-11-17 2024-12-23
POWER INTEGRATIONS INC. P   2024-06-27
PROLOGIS INC. P 2022-04-28 2024-01-12
PROLOGIS INC. P 2022-04-28 2024-01-25
PROLOGIS INC. P 2022-04-28 2024-02-08
PROLOGIS INC. P   2024-06-27
QUALCOMM INC. P 2017-06-21 2024-02-08
QUALCOMM INC. P 2017-06-21 2024-06-27
ROPER TECHNOLOGIES INC. P 2022-07-29 2024-02-08
ROPER TECHNOLOGIES INC. P 2020-03-24 2024-06-27
ROPER TECHNOLOGIES INC. P 2022-07-29 2024-06-27
S&P GLOBAL INC. P 2022-01-20 2024-02-08
S&P GLOBAL INC. P 2022-01-20 2024-02-27
S&P GLOBAL INC. P 2022-01-31 2024-02-27
S&P GLOBAL INC. P   2024-06-27
SALESFORCE INC. P   2024-06-27
SANDOZ GROUP AG P   2024-02-06
SHELL INTL FIN 2.5% P 2017-11-20 2024-07-31
STARBUCKS CORP. P 2021-06-04 2024-06-27
STARBUCKS CORP. P   2024-09-27
STRYKER CORP. P 2022-07-28 2024-01-25
STRYKER CORP. P 2022-07-28 2024-02-08
T-MOBILE US INC. P 2018-05-14 2024-01-25
T-MOBILE US INC. P 2018-05-14 2024-01-25
T-MOBILE US INC. P 2018-05-14 2024-02-08
T-MOBILE US INC. P 2018-05-14 2024-06-27
TE CONNECTIVITY LTD P 2021-03-29 2024-02-08
TE CONNECTIVITY LTD P 2021-03-29 2024-06-27
THERMO FISHER SCIENTIFIC INC. P 2023-01-06 2024-01-25
THERMO FISHER SCIENTIFIC INC. P 2023-01-06 2024-02-08
THERMO FISHER SCIENTIFIC INC. P 2015-07-14 2024-06-27
THERMO FISHER SCIENTIFIC INC. P 2016-02-17 2024-06-27
THERMO FISHER SCIENTIFIC INC. P 2023-01-06 2024-06-27
THERMO FISHER SCIENTIFIC INC. P 2016-02-17 2024-12-31
TJX COMPANIES INC. P 2022-09-30 2024-01-25
TJX COMPANIES INC. P 2022-09-30 2024-02-08
UNION PACIFIC CORP. P 2022-01-20 2024-02-08
UNION PACIFIC CORP. P   2024-06-27
U.S. TREAS SER D-2030 .125% P 2021-06-02 2024-07-31
U.S. TREAS NTS .125% P 2021-06-09 2024-11-25
U.S. TREAS SER AG-2024 1.5% P 2023-05-01 2024-11-25
U.S. TREAS SER AY-2024 1.5% P 2022-06-01 2024-02-29
U.S. TREAS SER E-2028 2.875% P 2018-10-12 2024-07-31
U.S. TREAS SER H-2028 1.125% P 2021-09-01 2024-07-31
U.S. TREAS SER K-2024 2.0% P 2022-06-01 2024-04-30
U.S. TREAS SER M-2024 1.25% P 2021-11-02 2024-07-31
UNITEDHEALTH GROUP INC. P 2023-01-06 2024-01-25
UNITEDHEALTH GROUP INC. P 2023-01-06 2024-02-08
UNITEDHEALTH GROUP INC. P   2024-06-27
US BANCORP P 2013-01-07 2024-01-25
US BANCORP P 2013-01-07 2024-02-08
US BANCORP P 2012-08-24 2024-06-27
US BANCORP P 2013-01-07 2024-06-27
VERALTO CORP. P 2022-05-27 2024-02-08
VERALTO CORP. P 2022-05-27 2024-06-27
VERISK ANALYTICS INC. P   2024-06-27
VESTAS WIND SYS P   2024-06-27
VICI PPTYS INC. P 2023-03-29 2024-06-27
VISA INC. P 2014-09-05 2024-01-25
VISA INC. P 2014-09-05 2024-02-08
VISA INC. P 2011-02-16 2024-02-27
VISA INC. P 2014-09-05 2024-02-27
VISA INC. P 2011-02-16 2024-06-27
WEC ENERGY GROUP INC. P 2023-06-13 2024-06-27
XYLEM INC. P   2024-06-27
ZOETIS INC. P 2018-12-18 2024-01-25
ZOETIS INC. P 2018-12-18 2024-02-08
ZOETIS INC. P 2018-12-18 2024-06-27
DANAHER CORP. P 2009-11-17 2024-06-27
LINDE PLC P 2007-05-17 2024-06-27
OTIS WORLDWIDE CORP. P 2005-04-14 2024-06-27
RTX CORP. P 2005-04-14 2024-01-25
RTX CORP. P 2005-04-14 2024-02-08
RTX CORP. P 2005-04-14 2024-06-27
VERALTO CORP. P 2009-11-17 2024-06-27
ATLAS POINT ENERGY INFRA P   2024-07-31
BLACKSTONE INC. P 2019-07-23 2024-06-27
SIGULER GUFF SMALL BUYOUT OPP LP P   2024-12-31
NEWPORT ASIS ADVISORS FUND LP P   2024-12-31
AP ENERGY INFRASTRUCTURE FUND LP P   2024-12-31
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 15,432   15,161 271
b 11,526   10,054 1,472
c 17,855   33,874 -16,019
d 54,231   35,973 18,258
e 98,072   93,227 4,845
7,948   8,664 -716
11,845   15,097 -3,252
59,569   52,842 6,727
28,100   24,185 3,915
16,378   14,574 1,804
118,405   90,383 28,022
12,888   14,292 -1,404
11,303   9,341 1,962
94,793   98,715 -3,922
20,388   20,605 -217
61,331   83,055 -21,724
21,493   15,467 6,026
15,166   11,299 3,867
43,734   63,565 -19,831
10,976   23,713 -12,737
38,072   30,542 7,530
12,423   11,185 1,238
20,383   11,595 8,788
82,321   44,682 37,639
41,260   41,951 -691
60,921   55,339 5,582
90,708   85,626 5,082
19,111   17,712 1,399
41,169   52,496 -11,327
31,075   34,067 -2,992
48,256   43,511 4,745
17,373   14,056 3,317
18,722   21,744 -3,022
47,305   59,550 -12,245
98,194   117,362 -19,168
48,651   41,229 7,422
89,136   75,127 14,009
28,797   31,346 -2,549
14,141   16,080 -1,939
36,668   33,368 3,300
10,197   12,079 -1,882
72,388   77,145 -4,757
48,417   45,908 2,509
21,814   18,441 3,373
11,082   11,385 -303
60,279   53,789 6,490
71,889   63,756 8,133
97,466   79,698 17,768
17,284   12,425 4,859
55,790   46,402 9,388
22,613   26,166 -3,553
104,682   100,860 3,822
11,716   11,334 382
93,906   87,360 6,546
67,385   67,374 11
22,030   19,570 2,460
189,681   164,576 25,105
32,500   35,476 -2,976
1,559   1,446 113
12,359   15,424 -3,065
47,317   47,383 -66
204,789   196,984 7,805
197,540   196,078 1,462
174,075   173,893 182
67,787   63,894 3,893
1,457   1,236 221
63,783   71,929 -8,146
834   889 -55
114,883   99,469 15,414
773   904 -131
41,214   43,472 -2,258
46,071   36,656 9,415
56,617   21,108 35,509
80,954   117,453 -36,499
24,708   52,227 -27,519
37,643   23,368 14,275
9,944   982 8,962
6,618   680 5,938
186,161   15,112 171,049
95,200   8,689 86,511
12,520   12,482 38
3,587   3,126 461
3,416   3,120 296
506,687   38,895 467,792
5,344   2,396 2,948
15,636   11,758 3,878
31,668   18,423 13,245
38,991   18,897 20,094
1,407   1,845 -438
1,152   1,643 -491
120,387   95,457 24,930
56,019   19,899 36,120
5,623   4,383 1,240
3,391   2,720 671
53,552   43,295 10,257
53,732   31,889 21,843
4,329   2,932 1,397
11,645   29,886 -18,241
50,374   105,144 -54,770
83,377   57,130 26,247
61,366   43,252 18,114
19,387   13,821 5,566
27,126   24,559 2,567
10,537   8,816 1,721
5,795   5,816 -21
281,656   164,205 117,451
110,443   102,287 8,156
712   139 573
500   93 407
22,455   4,413 18,042
106,764   85,803 20,961
72,057   103,814 -31,757
52,026   42,309 9,717
791   845 -54
791   845 -54
80,401   21,143 59,258
28,882   31,250 -2,368
50,000   50,000 0
112,711   111,821 890
100,000   100,000 0
90,370   82,217 8,153
2,427   1,157 1,270
39,915   19,342 20,573
941   972 -31
3,087   3,347 -260
167,666   94,699 72,967
146,900   148,344 -1,444
1,645   2,003 -358
18,161   18,338 -177
781   1,002 -221
98,304   100,769 -2,465
49,022   54,490 -5,468
128,686   105,284 23,402
11,307   3,926 7,381
16,334   7,852 8,482
679   327 352
726   327 399
2,209   2,117 92
8,791   8,234 557
54,958   52,269 2,689
60,332   110,862 -50,530
102,071   104,692 -2,621
1,980   3,174 -1,194
1,448   1,965 -517
40,811   51,279 -10,468
1,880   2,624 -744
128,026   127,667 359
45,278   78,749 -33,471
150,000   150,000 0
1,233   457 776
24,699   7,634 17,065
1,145   111 1,034
48,097   4,482 43,615
133,710   155,590 -21,880
102,778   110,672 -7,894
1,754   1,797 -43
20,368   17,684 2,684
104,311   59,192 45,119
26,772   5,272 21,500
1,821   1,085 736
1,732   1,085 647
42,829   24,119 18,710
32,764   18,150 14,614
54,676   31,264 23,412
1,288   1,430 -142
1,064   1,192 -128
40,488   38,266 2,222
125,000   125,000 0
82,601   66,911 15,690
124,409   142,204 -17,795
54,100   10,769 43,331
51,156   62,015 -10,859
1,608   1,306 302
41,163   29,450 11,713
2,619   1,756 863
24,829   16,158 8,671
20,511   12,239 8,272
13,702   875 12,827
9,095   566 8,529
151,218   8,595 142,623
69,344   4,092 65,252
2,973   2,404 569
2,695   2,164 531
20,341   15,442 4,899
9,439   8,535 904
84,167   85,865 -1,698
1,200   1,784 -584
502   765 -263
1,060   1,581 -521
161,036   144,320 16,716
135,916   107,817 28,099
64,418   21,610 42,808
100,000   100,000 0
2,535   1,249 1,286
14,873   6,933 7,940
34,570   13,789 20,781
100,000   100,000 0
1,506   1,246 260
880   747 133
36,502   23,789 12,713
71,905   95,067 -23,162
9,843   12,658 -2,815
758   1,013 -255
655   844 -189
38,623   50,063 -11,440
2,226   837 1,389
51,359   14,671 36,688
21,268   16,991 4,277
39,792   20,213 19,579
5,044   3,921 1,123
2,607   2,561 46
8,988   8,963 25
8,560   8,219 341
188,215   138,773 49,442
63,946   43,308 20,638
8,348   5,928 2,420
167,346   168,552 -1,206
3,624   5,121 -1,497
58,174   61,466 -3,292
6,198   4,398 1,800
676   440 236
162   56 106
2,923   1,016 1,907
1,442   508 934
53,621   17,161 36,460
2,552   2,299 253
44,344   38,196 6,148
2,157   2,143 14
1,630   1,607 23
57,816   14,356 43,460
551   131 420
17,620   17,141 479
12,534   3,136 9,398
953   621 332
1,082   683 399
989   973 16
153,742   79,727 74,015
111,270   129,587 -18,317
192,364   202,558 -10,194
174,889   167,337 7,552
150,000   147,328 2,672
143,306   146,420 -3,114
45,067   50,203 -5,136
150,000   148,307 1,693
89,854   98,969 -9,115
4,357   4,401 -44
2,598   2,445 153
275,028   47,405 227,623
981   757 224
957   790 167
16,982   14,108 2,874
13,625   11,358 2,267
916   1,031 -115
352   339 13
131,072   93,518 37,554
118,273   141,117 -22,844
12,104   13,612 -1,508
6,245   1,229 5,016
4,135   802 3,333
4,807   324 4,483
14,422   2,725 11,697
107,622   7,672 99,950
12,438   14,381 -1,943
122,361   91,727 30,634
936   424 512
782   339 443
21,718   10,505 11,213
50,989   5,045 45,944
58,680   21,902 36,778
29,927   8,218 21,709
997   306 691
1,276   388 888
45,077   12,426 32,651
6,572   668 5,904
538,819   538,819 0
51,218   17,354 33,864
      17,028
      45,734
      211,653
44,738     44,738
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       271
b       1,472
c       -16,019
d       18,258
e       4,845
      -716
      -3,252
      6,727
      3,915
      1,804
      28,022
      -1,404
      1,962
      -3,922
      -217
      -21,724
      6,026
      3,867
      -19,831
      -12,737
      7,530
      1,238
      8,788
      37,639
      -691
      5,582
      5,082
      1,399
      -11,327
      -2,992
      4,745
      3,317
      -3,022
      -12,245
      -19,168
      7,422
      14,009
      -2,549
      -1,939
      3,300
      -1,882
      -4,757
      2,509
      3,373
      -303
      6,490
      8,133
      17,768
      4,859
      9,388
      -3,553
      3,822
      382
      6,546
      11
      2,460
      25,105
      -2,976
      113
      -3,065
      -66
      7,805
      1,462
      182
      3,893
      221
      -8,146
      -55
      15,414
      -131
      -2,258
      9,415
      35,509
      -36,499
      -27,519
      14,275
      8,962
      5,938
      171,049
      86,511
      38
      461
      296
      467,792
      2,948
      3,878
      13,245
      20,094
      -438
      -491
      24,930
      36,120
      1,240
      671
      10,257
      21,843
      1,397
      -18,241
      -54,770
      26,247
      18,114
      5,566
      2,567
      1,721
      -21
      117,451
      8,156
      573
      407
      18,042
      20,961
      -31,757
      9,717
      -54
      -54
      59,258
      -2,368
      0
      890
      0
      8,153
      1,270
      20,573
      -31
      -260
      72,967
      -1,444
      -358
      -177
      -221
      -2,465
      -5,468
      23,402
      7,381
      8,482
      352
      399
      92
      557
      2,689
      -50,530
      -2,621
      -1,194
      -517
      -10,468
      -744
      359
      -33,471
      0
      776
      17,065
      1,034
      43,615
      -21,880
      -7,894
      -43
      2,684
      45,119
      21,500
      736
      647
      18,710
      14,614
      23,412
      -142
      -128
      2,222
      0
      15,690
      -17,795
      43,331
      -10,859
      302
      11,713
      863
      8,671
      8,272
      12,827
      8,529
      142,623
      65,252
      569
      531
      4,899
      904
      -1,698
      -584
      -263
      -521
      16,716
      28,099
      42,808
      0
      1,286
      7,940
      20,781
      0
      260
      133
      12,713
      -23,162
      -2,815
      -255
      -189
      -11,440
      1,389
      36,688
      4,277
      19,579
      1,123
      46
      25
      341
      49,442
      20,638
      2,420
      -1,206
      -1,497
      -3,292
      1,800
      236
      106
      1,907
      934
      36,460
      253
      6,148
      14
      23
      43,460
      420
      479
      9,398
      332
      399
      16
      74,015
      -18,317
      -10,194
      7,552
      2,672
      -3,114
      -5,136
      1,693
      -9,115
      -44
      153
      227,623
      224
      167
      2,874
      2,267
      -115
      13
      37,554
      -22,844
      -1,508
      5,016
      3,333
      4,483
      11,697
      99,950
      -1,943
      30,634
      512
      443
      11,213
      45,944
      36,778
      21,709
      691
      888
      32,651
      5,904
      0
      33,864
      17,028
      45,734
      211,653
      44,738
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 2,957,119
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 42,970
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 42,970
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 42,970
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 38,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 16,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 54,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......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 11,030
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow10,000 Refundedright arrow 11 1,030
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
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 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 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 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
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 12,569 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 (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
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 (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
13,898,212
b
Average of monthly cash balances.......................
1b
1,144,564
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
15,042,776
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
15,042,776
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
225,642
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
14,817,134
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
740,857
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
740,857
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
42,970
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
19,661
c
Add lines 2a and 2b............................
2c
62,631
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
678,226
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
678,226
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
678,226
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
500,418
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
500,418
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 7 678,226
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 24,019
b From 2020...... 134,579
c From 2021......  
d From 2022...... 55,427
e From 2023...... 29,513
f Total of lines 3a through e ........ 243,538
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 500,418
a Applied to 2023, 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 2024 distributable amount..... 500,418
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 177,808 177,808
(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 65,730
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 .......... 		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 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 ...... 		65,730
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022.... 36,217
d Excess from 2023.... 29,513
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 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 (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

1FOR3ORG

58 N BORDER ROAD
WINCHESTER,MA01890 		  PC GENERAL PURPOSE 4,500

ALASKA INSTITUTE FOR JUSTICE

431 WEST 7TH AVE STE 208
ANCHORAGE,AK99501 		  PC GENERAL PURPOSE 6,000

ALLIED MEDIA PROJECT

4126 THIRD STREET
DETROIT,MI48201 		  PC GENERAL PURPOSE 4,000

ALTERNATIVES FOR COMMUNITY & ENVIRONMENT

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

ART EFFECT OF THE HUDSON VALLEY

45 PERSHING AVENUE
POUGHKEEPSIE,NY10011 		  PC GENERAL PURPOSE 4,000

AVP INTERNATIONAL

3468 SPARROW COURT
MELBORNE,FL32935 		  PC GENERAL PURPOSE 1,000

AVP USA

212 S 4TH STREET
RICHMOND,IN47373 		  PC GENERAL PURPOSE 5,200

BURMESE ROHINGYA COMMUNITY OF GEORGIA

766 JOLLY AVENUE S M5
CLARKSTON,GA30021 		  PC GENERAL PURPOSE 2,000

C-CHANGE CONVERSIONS

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

CHICAGO FREEDOM SCHOOL

719 SOUTH STATE STREET FLOOR 4
CHICAGO,IL60605 		  PC GENERAL PURPOSE 2,000

COMMUNITY CHANGE INC

2549 JEROME AVENUE 157
BRONX,NY10468 		  PC GENERAL PURPOSE 4,000

CONSCIOUS YOUTH MEDIA

1079 MEADOWBROOK AVE 4
LOS ANGELES,CA90019 		  PC GENERAL PURPOSE 5,000

CONSERVATION LAW FOUNDATION

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

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 4,000

DATA FOR INDIGENOUS JUSTICE

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

EASTERN WOODLAND LACROSSE

PO BOX 1134
HAW RIVER,NC27258 		  PC GENERAL PURPOSE 10,000

EVERYDAY DEMOCRACY

75 CHARTER OAK AVE STE 2-300
HARTFORD,CT06106 		  PC GENERAL PURPOSE 8,500

FIGHT THROUGH FLIGHTS

H STREET NE SUITE 1527
WASHINGTON,DC20002 		  PC GENERAL PURPOSE 6,000

GEORGIA ORGANICS

200-A OTTLEY DRIVE
ATLANTA,GA30324 		  PC GENERAL PURPOSE 1,000

GEORGIA PUBLIC BROADCASTING

260 14TH STREET NW
ATLANTA,GA30318 		  PC GENERAL PURPOSE 1,000

GRASSROOTS INTERNATIONAL

179 BOYLSTON ST 4TH FL
BOSTON,MA02130 		  PC GENERAL PURPOSE 20,000

HAITIAN AMERICAN CAUCUS

495 FLATBUSH AVE 32
BROOKLYN,NY11225 		  PC GENERAL PURPOSE 1,500

HARTBEAT ENSEMBLE

360 FARMINGTON AVENUE
HARTFORD,CT06105 		  PC GENERAL PURPOSE 7,500

HELLO (LOFA COUNTY COMMUNITY COLLEGE)

6708 45TH PL
NORTH CRYSTAL,MN55428 		  PC GENERAL PURPOSE 7,000

HORIZON THEATER

1083 AUSTIN AVENUE NE
ATLANTA,GA30307 		  PC GENERAL PURPOSE 1,000

HUDSONIA

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

INDIGENOUS WOMEN RISING

PO BOX 7475
ALBUQUERQUE,NM87194 		  PC GENERAL PURPOSE 4,000

INQUIRING SYSTEMS INC

887 SONOMA AVENUE 23
SANTA ROSA,CA95404 		  PC GENERAL PURPOSE 2,500

INSTITUTE FOR CANCER RESEARCH FOX CHASE CANCER CENTER

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

JEWS FOR RACIAL & ECONOMIC JUSTICE COMM

275 PARK AVENUE
BROOKLYN,NY11205 		  PC GENERAL PURPOSE 2,000

LILITH FUND

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

MECA

1101 8TH STREET STE 100
BERKELEY,CA94710 		  PC GENERAL PURPOSE 4,500

MORVEN

55 STOCKTON STREET
PRINCETON,NJ08540 		  PC GENERAL PURPOSE 5,000

NATIONAL ABORTION FEDERATION

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

NATIONAL BLACK WOMENS' JUSTICE INSTITUTE

1000 DEAN STREET STE 101
BROOKLYN,NY11238 		  PC GENERAL PURPOSE 4,000

NATIVE MOVEMENT

PO BOX 83467
FAIRBANKS,AK99708 		  PC GENERAL PURPOSE 6,000

NETWORK FOR STRONG COMMUNITIES

80 MASON AVENUE NE
ATLANTA,GA30307 		  PC GENERAL PURPOSE 1,000

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

NEW VENTURE FUND

1828 L STREET NW STE 300A
WASHINGTON,DC20036 		  PC GENERAL PURPOSE 5,000

PLANNED PARENTHOOD FEDERATION

123 WILLIAM STREET 10TH FL
NEW YORK,NY10038 		  PC GENERAL PURPOSE 4,000

PRINCETON SYMPHONY ORCHESTRA

575 EWING STREET
PRINCETON,NJ08540 		  PC GENERAL PURPOSE 5,000

PRINCETON UNIVERSITY ART MUSEUM

PRINCETON UNIVERSITY
PRINCETON,NJ08544 		  PC GENERAL PURPOSE 2,500

PROJECT SOUTH

9 GAMMON STREET SE
ATLANTA,GA30315 		  PC GENERAL PURPOSE 3,000

RESIST

PO BOX 301240
BOSTON,MA02130 		  PC GENERAL PURPOSE 4,000

RISING HOPE INC

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

ROCKEFELLER PHILANTHROPY ADVISORS

120 BROADWAY STE 3475
NEW YORK,NY10271 		  PC GENERAL PURPOSE 2,000

SAFEHOUSE OUTREACH

89 ELLIS ST NE
ATLANTA,GA30303 		  PC GENERAL PURPOSE 1,000

SALK INSTITUTE FOR BIOMEDICAL RESEARCH

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

SEVENTH GEN FUND FOR INDIGENOUS PEOPLE

PO BOX 5348
EUREKA,CA95502 		  PC GENERAL PURPOSE 10,000

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 4,500

SOUTH RIVER WATERSHED ALLIANCE

PO BOX 1341
DECATUR,GA30031 		  PC GENERAL PURPOSE 7,000

STATE DEMOCRACY PROJECT

77 SANDS STREET 6
BROOKLYN,NY11201 		  PC GENERAL PURPOSE 7,000

THE DESCENDANTS PROJECT

5593 HIGHWAY 18
VACHERIE,LA70090 		  PC GENERAL PURPOSE 10,000

THOUSAND CURRENTS

548 MARKET ST STE 62831
SAN FRANCISCO,CA94104 		  PC GENERAL PURPOSE 10,000

ULSTER IMMIGRANT DEFENSE NETWORK

30 PINE GROVE AVENUE
KINGSTON,NY12401 		  PC GENERAL PURPOSE 5,000

UNIQUE PROJECTS

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

WABE

740 DISMARK RD NE
ATLANTA,GA30324 		  PC GENERAL PURPOSE 1,000

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 4,000

WESPAC

77 TARRYTOWN ROAD
WHITE PLAINS,NY10607 		  PC GENERAL PURPOSE 2,000
Total .................................right arrow 3a 328,200
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 ........... 		    14 33,175  
4 Dividends and interest from securities ....     14 215,146  
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 59,769 14 4,406  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 2,957,119  
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) .. 59,769 3,209,846 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,269,615
(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

TY 2024 AccountingFeesSchedule
Name:
LAWSON VALENTINE FOUNDATION
EIN:
13-6920044
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 13,350 4,005   9,345

TY 2024 InvestmentsCorpBondsSchedule
Name:
LAWSON VALENTINE FOUNDATION
EIN:
13-6920044
Name of Bond End of Year Book Value End of Year Fair Market Value
APPLE INC., 3% 6/20/2027 242,445 242,445
APPLE INC., 3.25%, 2/15/22 98,794 98,794
BANK AMER CORP 3.419 12/2/28 143,816 143,816
CENTURY HSG CORP, 5.4% 8/15/25 250,347 250,347
AFLAC INC., 1.125%, 3/15/26 239,745 239,745
SALESFORCE INC., 1.5%, 7/15/28 224,653 224,653
JOHNSON CTLS INTL, 1.75%, 9/15/30 209,455 209,455
PROLOGIS LP, 1.25%, 10/15/30 204,913 204,913
XYLEM INC., 2.25%, 1/30/31 213,075 213,075
MASTERCARD INC., 1.9%, 3/15/31 211,407 211,407
AVALON BAY CMNTYS, 2.05%, 1/15/32 206,990 206,990
EQUINIX INC., 3.9%, 4/15/32 230,265 230,265
NXP BV/NXP FDG, 5%, 1/15/33 243,329 243,329
RAZA DEVELOPMENT, 3.534, 7/1/34 204,379 204,379

TY 2024 InvestmentsCorpStockSchedule
Name:
LAWSON VALENTINE FOUNDATION
EIN:
13-6920044
Name of Stock End of Year Book Value End of Year Fair Market Value
ADOBE SYS INC. 82,710 82,710
ALPHABET INC. CL A 383,333 383,333
ALPS ETF TR CLEAN ENERGY 260,400 260,400
AMERICAN TOWER CORP. 104,911 104,911
APPLE, INC. 503,344 503,344
ASML HOLDING NV NY REGISTRY 80,397 80,397
ASTRAZENECA PLC SPONS ADR 94,938 94,938
CHIPOTLE MEXICAN GRILL INC 81,948 81,948
COSTCO WHSL CORP. 210,742 210,742
ECOLAB INC. 103,101 103,101
HOME DEPOT INC. 90,635 90,635
INTERCONTINENTAL EXCHANGE INC. 89,406 89,406
LINDE PLC 85,827 85,827
MICROSOFT CORP. 589,679 589,679
NEXTERA ENERGY INC. 89,971 89,971
NVIDIA 554,886 554,886
PNC FINL SVCS GROUP INC. 60,555 60,555
PROLOGIS INC. 45,662 45,662
STRYKER CORP. 105,495 105,495
THERMO FISHER CORP. 75,433 75,433
TJX COS. INC. 186,893 186,893
UNION PACIFIC CORP 114,020 114,020
UNITEDHEALTH GROUP INC. 126,465 126,465
VERISK ANALYTICS INC. 68,858 68,858
VISA INC. 120,095 120,095
XYLEM INC. 51,049 51,049
TRILLIUM ESG SMALL MID CAP 1,326,278 1,326,278
ACCENTURE PLC 132,977 132,977
EATON CORPORATION 134,075 134,075
TRANE TECHNOLOGIES PLC 64,636 64,636
SPOTIFY TECHNOLOGY SA 134,214 134,214
NXP SEMICONDUCTORS NV 93,948 93,948
AFLAC INC. 109,026 109,026
ALLY FINANCIAL INC. 75,621 75,621
AMERICAN WATER WORKS CO. 46,186 46,186
ELEVANCE HEALTH INC. 62,344 62,344
AUTOZONE INC. 80,050 80,050
AVERY DENNISON CORP. 63,624 63,624
BANK OF AMERICA CORP. 100,382 100,382
CADENCE DESIGN SYSTEMS INC. 59,191 59,191
FERGUSON ENTERPRISES INC. 85,049 85,049
FIFTH THIRD BANCORP 68,705 68,705
HUNT JB TRANSPORT SERVICES 59,048 59,048
INTL FLAVORS & FRAGRANCES 68,316 68,316
INTUIT INC. 70,392 70,392
JONES LANG LASALLE INC. 54,678 54,678
LULULEMON ATHLETICA INC. 111,281 111,281
MARRIOTT INTL INC. 83,682 83,682
MASTERCARD INC. 188,512 188,512
MERCK & CO INC. 96,396 96,396
NETFLIX INC. 143,503 143,503
NOVO NORDISK AS 73,203 73,203
PALO ALTO NETWORKS INC. 128,100 128,100
PROCTOR & GAMBLE CO. 75,610 75,610
PROGRESSIVE CORP. 143,766 143,766
QUANTA SERVICES INC. 70,163 70,163
ROCKWELL AUTOMATION INC. 68,590 68,590
SERVICENOW INC. 172,800 172,800
SYSCO CORP. 106,815 106,815
TARGET CORP. 105,981 105,981
UNILEVER PLC 109,658 109,658
UNITED RENTALS INC. 63,400 63,400
VERTEX PHARMACEUTICALS INC. 66,445 66,445
WASTE MANAGEMENT INC. 60,537 60,537
EQUINIX INC. 72,603 72,603

TY 2024 InvestmentsGovtObligationsSch
Name:
LAWSON VALENTINE FOUNDATION
EIN:
13-6920044
US Government Securities - End of Year Book Value:

1,854,276
US Government Securities - End of Year Fair Market Value:

1,854,276
State & Local Government Securities - End of Year Book Value:


199,402
State & Local Government Securities - End of Year Fair Market Value:


199,402


TY 2024 InvestmentsOtherSchedule2
Name:
LAWSON VALENTINE FOUNDATION
EIN:
13-6920044
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SIGULER GUFF SMALL BUYOUT OPP FUND FMV 79,375 79,375

TY 2024 OtherAssetsSchedule
Name:
LAWSON VALENTINE FOUNDATION
EIN:
13-6920044
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
AP ENERGY INFRASTRUCTURE LP-ESCROW   28,358 28,358


TY 2024 OtherDecreasesSchedule
Name:
LAWSON VALENTINE FOUNDATION
EIN:
13-6920044
Description Amount
CURRENT YEAR UNRECOGNIZED UNREALIZED GAIN (LOSS) ON INVESTMENTS 2,114,810


TY 2024 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 1,559 0   1,559
OFFICE EXPENSE 2,778 0   2,778
TELEPHONE/INTERNET 1,995 0   1,995
INSURANCE 1,500 0   1,500
MEMBERSHIPS AND DUES 11,970 0   11,970
PORTFOLIO DEDUCTIONS THRU LP K-1S 4,041 4,041   0
SUBSCRIPTIONS & PUBLICATIONS 1,328 0   1,328
PAYROLL PROCESSING 2,597 0   2,597


TY 2024 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 4,406 4,406 4,406
INVESTMENT UBIT THRU LP K-1'S 59,769 0 59,769


TY 2024 OtherProfessionalFeesSchedule
Name:
LAWSON VALENTINE FOUNDATION
EIN:
13-6920044
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVICE 100,419 100,419   0


TY 2024 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 6,791 0   6,791
FOREIGN TAX WITHHELD ON DIVIDENDS 9,237 9,237   0
FEDERAL EXCISE TAX 35,349 0   0