TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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 LAWLOR FOUNDATION
C/O HACKBARTH & HUDSON PC

Number and street (or P.O. box number if mail is not delivered to street address)20 NORTH WACKER DRIVE 1520
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60606

A Employer identification number

36-3620712

B Telephone number (see instructions)

(312) 609-2800

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$1,021,196J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	908		908
4	Dividends and interest from securities...	50,258		50,258
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		27,455
b	Gross sales price for all assets on line 6a 97,300
7	Capital gain net income (from Part IV, line 2)...			27,455
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).......	List of Attached Documents: // Content	2,345	2,345
12	Total. Add lines 1 through 11........	80,966		80,966
13	Compensation of officers, directors, trustees, etc.	10,008		0	10,008
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......	13,047		0	13,047
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	6,867	0	6,867
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	8,605	6,884	1,721
17	Interest...............	162		162	0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	953	0	946
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	359	0	15
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	40,001		7,046	32,604
25	Contributions, gifts, grants paid.......	117,022			117,022
26	Total expenses and disbursements. Add lines 24 and 25	157,023		7,046	149,626
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-76,057
b	Net investment income (if negative, enter -0-)			73,920
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	10,655	3,403	3,403
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	542,813	List of Attached Documents: // Content 511,897	738,799
	c	Investments—corporate bonds (attach schedule).......	9,800	List of Attached Documents: // Content 9,800	10,255
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	348,857	List of Attached Documents: // Content 310,968	268,739
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	912,125	836,068	1,021,196
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	912,125	836,068
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	0	0
	29	Total net assets or fund balances (see instructions).....	912,125	836,068
	30	Total liabilities and net assets/fund balances (see instructions).	912,125	836,068

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

912,125

Enter amount from Part I, line 27a .....................

-76,057

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

836,068

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

836,068

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.)		(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	ALLIANCEBERNSTEIN HOLDINGS LP	2020-01-01	2024-12-31
b	SUBURBAN PROPANE PARTNERS LP	2020-01-01	2024-12-31
c	RELATY INCOME CORP	2012-12-05	2024-01-23
d	HEALTHPEAK PPTYS	2020-07-24	2024-03-01
e	GE VERNOVA LLC	2018-06-29	2024-04-02
	WALGREENS BOOTS ALLIANCE	2020-05-21	2024-06-27
	WALGREENS BOOTS ALLIANCE	2020-06-02	2024-06-27
	WALGREENS BOOTS ALLIANCE	2022-09-23	2024-06-27
	ELI LILLY	2011-12-07	2024-07-09
	ELI LILLY	2021-12-07	2024-10-24
	LORD ABBOTT AUTRA SHORT	2020-05-12	2024-10-30
	GE AEROPACE	2018-06-29	2024-11-18
	GE AEROPACE	2018-12-07	2024-11-18
	IBM	1975-05-02	2024-11-18

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	390		390
b		8	-8
c	45	36	9
d	3	4	-1
e	92	54	38
	2,405	8,048	-5,643
	2,405	8,672	-6,267
	1,202	3,260	-2,058
	9,245	396	8,849
	17,819	793	17,026
	38,076	37,890	186
	10,905	4,311	6,594
	4,397	887	3,510
	10,316	5,486	4,830

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			390
b			-8
c			9
d			-1
e			38
			-5,643
			-6,267
			-2,058
			8,849
			17,026
			186
			6,594
			3,510
			4,830

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	27,455
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	1,027
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	1,027
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	1,027
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	900
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	900
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	127
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax	Refunded	11

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

WILLIAM J LAWLOR III Telephone no. right arrow

(312) 609-2800

Located at right arrow

20 NORTH WACKER DRIVE STE 1520CHICAGOIL ZIP+4 right arrow

60606

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part 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-)
WM J LAWLOR III	DIR/PRES 0.00	0
425 DAVIS STREET UNIT 923 EVANSTON,IL60201	DIR/PRES 0.00	0
WM J LAWLOR III	SEC/TREAS 0.00	0
425 DAVIS STREET UNIT 923 EVANSTON,IL60201	SEC/TREAS 0.00	0
JOHN F LAWLOR	DIRECTOR 0.00	0
604 LAUREL WILMETTE,IL60091	DIRECTOR 0.00	0
MICHAEL J LAWLOR	EXECUTIVE DIRECTOR 2.00	10,008
9439 CRAWFORD AVENUE EVANSTON,IL60203	EXECUTIVE DIRECTOR 2.00	10,008
JAMES B LAWLOR	DIRECTOR 0.00	0
1873 N FREEMONT CHICAGO,IL60614	DIRECTOR 0.00	0
DAVID LAWLOR	DIRECTOR 0.00	0
9439 CRAWFORD AVENUE EVANSTON,IL60203	DIRECTOR 0.00	0

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...................				0

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 arrow

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	NONE	0
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	List of Attached Documents: // Content	0

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2024)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

1,111,184

Average of monthly cash balances.......................

27,102

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

1,138,286

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

1,138,286

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

17,074

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

1,121,212

Minimum investment return. Enter 5% (0.05) of line 5................

56,061

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.)

Minimum investment return from Part IX, line 6..................

56,061

Tax on investment income for 2024 from Part V, line 5 .......

1,027

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

1,027

Distributable amount before adjustments. Subtract line 2c from line 1............

55,034

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

55,034

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

55,034

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

149,626

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

149,626

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					55,034
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......	63,679
b From 2020......	77,623
c From 2021......	79,127
d From 2022......	92,403
e From 2023......	90,934
f Total of lines 3a through e ........		403,766
4Qualifying distributions for 2024 from Part
XI, line 4: $ 149,626
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.....					55,034
e Remaining amount distributed out of corpus		94,592
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		498,358
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) ...		63,679
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		434,679
10 Analysis of line 9:
a Excess from 2020....	77,623
b Excess from 2021....	79,127
c Excess from 2022....	92,403
d Excess from 2023....	90,934
e Excess from 2024....	94,592

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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).)

WM J LAWLOR III

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ALLIANCEBERNSTEIN HOLDINGS LP - SCHEDULE K-1 1345 AVENUE OF THE AMERICA NEW YORK,NY10105	NONE		GENERAL FUND	22
ALZHEIMERS ASSOCIATION 8430 W BRYN MAR CHICAGO,IL60631	NONE		GENERAL FUND	2,000
AMERICAN RED CROSS 2200 W HARRISON STREET CHICAGO,IL60612	NONE		GENERAL FUND	10,000
BONAVENTURE HOUSE 825 W WELLINGTON AVE CHICAGO,IL60657	NONE		GENERAL FUND	3,500
CARE PO BOX 691 SKOKIE,IL600760691	NONE		GENERAL FUND	2,000
CATHOLIC CHARITIES OF CHICAGO 721 N LASALLE STREET CHICAGO,IL60654	NONE		GENERAL FUND	10,000
CATHOLIC RELIEF SERVICES 228 W LEXINGTON STREET BALTIMORE,MD21201	NONE		GENERAL FUND	4,000
CATHOLIC THEOLOGICAL UNION 5401 S CORNELL AVE CHICAGO,IL60615	NONE		GENERAL FUND	10,000
CHICAGO METRO HISTORY EDUCATION CENTER 1601 N CLARK STREET CHICAGO,IL60614	NONE		GENERAL FUND	1,000
CNEWA 1011 FIRST AVENUE NEW YORK,NY10022	NONE		GENERAL FUND	3,000
DOCTORS WITHOUT BORDERS 333 SEVENTH AVENUE NEW YORK,NY10001	NONE		GENERAL FUND	8,000
DOMINICAN UNIVERSITY 7900 W DIVISION RIVER FOREST,IL60305	NONE		GENERAL FUND	3,000
ENA FOUNDATION 930 E WOODFIELD ROAD SCHAUMBURG,IL60173	NONE		GENERAL FUND	2,000
FOUNDATION FOR HOMAN SQUARE 906 S HOMAN AVENUE CHICAGO,IL60624	NONE		GENERAL FUND	4,000
GEORGETOWN UNIVERSITY DEPARTMENT 0734 WASHINGTON,DC20073	NONE		GENERAL FUND	1,000
GREATER CHICAGO FOOD DESPOSITORY 4100 W ANN LURIE PLACE CHICAGO,IL60632	NONE		GENERAL FUND	6,000
GUIDE DOGS FOR THE BLIND 371 E JERICHO TURNPIKE SMITHTOWN,NY11787	NONE		GENERAL FUND	2,000
HOME 1419 W CARROLL AVENUE FLOOR 2 CHICAGO,IL60607	NONE		GENERAL FUND	2,000
LEUKEMIA AND LYMPHOMA SOCIETY 651 W WASHINGTON BLVD CHICAGO,IL60661	NONE		GENERAL FUND	1,000
LINCOLN PARK COMMUNITY SHELTER 600 W FULLERTON CHICAGO,IL60614	NONE		GENERAL FUND	2,000
LOYOLA ACADEMY 1100 LARAMIE AVENUE WILMETTE,IL60091	NONE		GENERAL FUND	2,000
LOYOLA UNIVERSITY 820 N MICHIGAN AVENUE CHICAGO,IL60611	NONE		GENERAL FUND	1,000
LURIE CHILDREN'S HOSPITAL FOUNDATION 225 E CHICAGO AVENUE CHICAGO,IL60611	NONE		GENERAL FUND	2,000
MERIT MUSIC PROGRAM 38 E PEORIA STREET CHICAGO,IL60607	NONE		GENERAL FUND	2,000
MISERICORDIA 6300 N RIDGE AVENUE CHICAGO,IL60660	NONE		GENERAL FUND	2,000
MUSIC ACADEMY OF THE WEST 1070 FAIRWAY ROAD SANTA BARBARA,CA93108	NONE		GENERAL FUND	1,000
NEWBERRY LIBRARY 60 W WALTON STREET CHICAGO,IL60610	NONE		GENERAL FUND	1,000
OXFAM AMERICA 226 CAUSEWAY STREET 5TH FLOOR BOSTON,MA02114	NONE		GENERAL FUND	8,000
PARENTS FOR NON VIOLENCE 1136 S DELANO COURT WEST CHICAGO,IL60605	NONE		GENERAL FUND	2,000
QUEEN OF ANGELS SCHOOL 4520 N WESTERN AVENUE CHICAGO,IL60625	NONE		GENERAL FUND	1,000
SAINTS FAITH HOPE AND CHARITY 191 LINDEN STREET WINNETKA,IL60093	NONE		GENERAL FUND	2,500
ST FRANCIS XAVIER CHURCH 524 NINTH STREET WILMETTE,IL60091	NONE		GENERAL FUND	1,000
THE HADLEY SCHOOL FOR THE BLIND 700 ELM STREET WINNETKA,IL60093	NONE		GENERAL FUND	1,000
THE NIGHT MINISTRY 4711 N RAVENSWOOD AVENUE CHICAGO,IL60640	NONE		GENERAL FUND	2,000
THE UNIVERSITY OF CHICAGO 5235 S HARPER COURT 7TH FLOOR CHICAGO,IL60615	NONE		GENERAL FUND	1,000
THE WETLANDS INITIATIVE 53 W JACKSON BLVD STE 1015 CHICAGO,IL60604	NONE		GENERAL FUND	4,000
THRESHOLDS 4101 N RAVENSWOOD AVENUE CHICAGO,IL60613	NONE		GENERAL FUND	2,000
UNIVERSITY OF CHICAGO DEPARTMENT OF MUSIC 1010 E 59TH STREET CHICAGO,IL60637	NONE		GENERAL FUND	2,000
URBAN INITIATIVES 650 W LAKE STREET STE 340 CHICAGO,IL60661	NONE		GENERAL FUND	3,000
Total ................................. 3a				117,022

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
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	908
4 Dividends and interest from securities ....			14	50,258
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 .....			41	2,345
8 Gain or (loss) from sales of assets other than inventory ............			18	27,455
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		80,966	0

13Total. Add line 12, columns (b), (d), and (e)..................

80,966

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 AccountingFeesSchedule

Name:

THE LAWLOR FOUNDATION

C/O HACKBARTH & HUDSON PC

EIN:

36-3620712

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	6,867	0		6,867

- TIN:

TY 2024 AllOthProgRltdInvestmentsSch

Name:

THE LAWLOR FOUNDATION

C/O HACKBARTH & HUDSON PC

EIN:

36-3620712

Category	Amount
NONE	0

- TIN:

TY 2024 InvestmentsCorpBondsSchedule

Name:

THE LAWLOR FOUNDATION

C/O HACKBARTH & HUDSON PC

EIN:

36-3620712

Name of Bond	End of Year Book Value	End of Year Fair Market Value
GEORGIA PACIFIC 7.375% DUE 12/01/2025 10,000 FACE VALUE	9,800	10,255

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

THE LAWLOR FOUNDATION

C/O HACKBARTH & HUDSON PC

EIN:

36-3620712

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ABBVIE INC 165 SHS	15,059	29,321
ALLIANCEBERNSTEIN HOLDING LP 100 SHS	1,738	3,709
ALLIANCEBERNSTEIN HOLDING LP 100 SHS	961	3,709
ALLIANCEBERNSTEIN HOLDING LP 185 SHS	8,257	6,862
ALLIANCEBERNSTEIN HOLDING LP 300 SHS	3,197	11,127
AMEREN CORP 150 SHS	4,678	13,371
AMERICAN ELECTRIC POWER CO 100 SHS	3,366	9,223
AMERICAN ELECTRIC POWER CO 100 SHS	3,066	9,223
AMERICAN ELECTRIC POWER CO 100 SHS	7,650	9,223
BARRICK GOLD CORP 250 SHS	3,325	3,875
BARRICK GOLD CORP 45 SHS	603	398
BARRICK GOLD CORP 705 SHS	11,299	10,927
BCE INC 100 SHS	4,565	2,318
BCE INC 100 SHS	4,022	2,318
BCE INC 200 SHS	8,660	4,635
BCE INC 200 SHS	7,830	4,635
BP PLC ADS 100 SHS	2,909	2,956
BP PLC ADS 300 SHS	9,464	8,868
BP PLC ADS 300 SHS	9,356	8,868
BRISTOL MYERS 300 SHS	19,688	16,986
CENTERPOINT ENERGY INC 100 SHS	1,587	3,173
CENTERPOINT ENERGY INC 100 SHS	1,513	3,173
CENTERPOINT ENERGY INC 100 SHS	1,948	3,173
CENTERPOINT ENERGY INC 100 SHS	1,422	3,173
CENTERPOINT ENERGY INC 200 SHS	4,163	6,346
CENTERPOINT ENERGY INC 200 SHS	2,636	6,346
CENTERPOINT ENERGY INC 300 SHS	4,425	9,519
CROWN CASTLE INTL CORP 100 SHS	11,611	9,076
DUKE ENERGY 2.833 SHS	128	305
DUKE ENERGY 33.333 SHS	1,690	3,591
DUKE ENERGY 43.5 SHS	2,034	4,687
DUKE ENERGY 66.667 SHS	3,444	7,183
DUKE ENERGY 66.667 SHS	3,578	7,183
DUKE ENERGY 87 SHS	4,270	9,373
ELI LILLY & CO 50 SHS	1,981	38,600
ENBRIDGE INC. 106.5 SHS	3,581	4,519
ENBRIDGE INC. 98.375 SHS	3,150	4,174
ENBRIDGE INC. 98.375 SHS	2,837	4,174
ENBRIDGE INC. 98.375 SHS	3,054	4,174
ENBRIDGE INC. 98.375 SHS	2,486	4,174
FIRSTENERGY CORPORATION 100 SHS	2,656	3,978
FIRSTENERGY CORPORATION 100 SHS	2,671	3,978
FIRSTENERGY CORPORATION 100 SHS	3,137	3,978
FIRSTENERGY CORPORATION 200 SHS	6,605	7,956
FIRSTENERGY CORPORATION 200 SHS	6,269	7,956
FIRSTENERGY CORPORATION 300 SHS	8,353	11,934
GE HEALTHCARE TECHNOLOGIES 20.667 SHS	1,426	1,616
GE HEALTHCARE TECHNOLOGIES 8.333 SHS	293	651
GE VERNOVA INC. 14.75 SHS	1,042	4,852
GE VERNOVA INC. 6.25 SHS	225	2,056
GSK PLC 200 SHS	6,141	6,764
HEALTHPEAK PROPERTIES INC 539 SHS	14,433	10,926
INT'L BUSINESS MACHINES 100 SHS	10,504	21,983
INT'L BUSINESS MACHINES 50 SHS	4,732	10,092
INT'L BUSINESS MACHINES 50 SHS	5,333	10,091
KRAFT HEINZ CO 100 SHS	2,583	3,071
KRAFT HEINZ CO 300 SHS	6,823	9,213
KRAFT HEINZ CO 340 SHS	10,084	10,441
KRAFT HEINZ CO 500 SHS	15,329	15,355
MERCK & CO INC 100 SHS	2,473	9,948
MERCK & CO INC 100 SHS	1,947	9,948
MERCK & CO INC 200 SHS	5,580	19,896
NAT'L STORAGE AFFILIATES 130 SHS	6,937	4,928
NAT'L STORAGE AFFILIATES 150 SHS	3,878	5,687
NEWMONT MINING CORP 100 SHS	5,652	3,722
NEWMONT MINING CORP 100 SHS	4,093	3,722
NEWMONT MINING CORP 100 SHS	3,416	3,722
NEWMONT MINING CORP 225 SHS	8,639	8,374
NEWMONT MINING CORP 25 SHS	1,278	931
PFIZER INC 100 SHS	1,878	2,653
PFIZER INC 155 SHS	7,192	4,112
PFIZER INC 200 SHS	3,967	5,306
PFIZER INC 200 SHS	3,511	5,306
PFIZER INC 200 SHS	3,177	5,306
PPL CORP 100 SHS	2,666	3,246
PPL CORP 100 SHS	2,708	3,246
PPL CORP 100 SHS	2,730	3,246
PPL CORP 100 SHS	2,677	3,246
PPL CORP 100 SHS	2,572	3,246
PPL CORP 100 SHS	2,309	3,246
PPL CORP 200 SHS	5,115	6,492
PPL CORP 200 SHS	4,535	6,492
REALTY INCOME CORP 121.92 SHS	7,079	6,512
REALTY INCOME CORP 29.013 SHS	1,691	1,550
REALTY INCOME CORP 29.013 SHS	1,726	1,550
REALTY INCOME CORP 51.359 SHS	2,485	2,743
REALTY INCOME CORP 72.695 SHS	3,866	3,883
SHELL PLC 100 SHS	4,879	6,265
SHELL PLC 200 SHS	10,951	12,530
SHELL PLC 400 SHS	20,771	25,060
SOUTHERN COMPANY 100 SHS	3,596	8,232
SOUTHERN COMPANY 100 SHS	4,380	8,232
SOUTHERN COMPANY 100 SHS	3,335	8,232
SOUTHERN COMPANY 200 SHS	6,144	16,464
SPDR GOLD TR 50 SHS	8,062	12,107
SPDR GOLD TR 50 SHS	8,279	12,106
SUBURBAN PROPANE PARTNERS LP 100 SHS	915	1,720
SUBURBAN PROPANE PARTNERS LP 100 SHS	835	1,720
SUBURBAN PROPANE PARTNERS LP 100 SHS	762	1,720
SUBURBAN PROPANE PARTNERS LP 100 SHS	1,701	1,720
SUBURBAN PROPANE PARTNERS LP 100 SHS	1,499	1,720
SUBURBAN PROPANE PARTNERS LP 100 SHS	1,230	1,720
SUBURBAN PROPANE PARTNERS LP 200 SHS	2,730	3,440
VERIZON COMMUNICATION 100 SHS	3,040	3,999
VERIZON COMMUNICATION 100 SHS	3,023	3,999
VERIZON COMMUNICATION 100 SHS	3,305	3,999
VERIZON COMMUNICATION 100 SHS	3,724	3,999
VERIZON COMMUNICATION 223 SHS	10,730	8,918
VERIZON COMMUNICATION 77 SHS	2,359	3,079

- TIN:

TY 2024 InvestmentsOtherSchedule2

Name:

THE LAWLOR FOUNDATION

C/O HACKBARTH & HUDSON PC

EIN:

36-3620712

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
ALLIANCE BERNSTEIN INCOME FUND 120.3857 SHS	AT COST	1,191	761
ALLIANCE BERNSTEIN INCOME FUND 191 SHS	AT COST	1,596	1,207
ALLIANCE BERNSTEIN INCOME FUND 280.9 SHS	AT COST	2,576	1,775
ALLIANCE BERNSTEIN INCOME FUND 401.2857 SHS	AT COST	3,414	2,536
ALLIANCE BERNSTEIN INCOME FUND 401.2857 SHS	AT COST	289	2,536
ALLIANCE BERNSTEIN INCOME FUND 401.2858 SHS	AT COST	3,414	2,536
ALLIANCE BERNSTEIN INCOME FUND 401.2858 SHS	AT COST	4,420	2,536
ALLIANCE BERNSTEIN INCOME FUND 401.2858 SHS	AT COST	4,294	2,536
ALLIANCE BERNSTEIN INCOME FUND 401.2858 SHS	AT COST	3,351	2,536
BLACKROCK DEBT STRAT FUND INC. 1000.001 SHS	AT COST	10,589	10,760
BLACKROCK DEBT STRAT FUND INC. 333.333 SHS	AT COST	3,457	3,586
BLACKROCK DEBT STRAT FUND INC. 333.333 SHS	AT COST	3,557	3,587
BLACKROCK DEBT STRAT FUND INC. 333.333 SHS	AT COST	3,447	3,587
BLACKROCK MUNI INCOME TRUST 100 SHS	AT COST	1,571	986
BLACKROCK MUNI INCOME TRUST 200 SHS	AT COST	2,492	1,972
BLACKROCK MUNI INCOME TRUST 600 SHS	AT COST	6,827	5,916
BLACKROCK MUNI INCOME TRUST II 100 SHS	AT COST	1,318	1,051
BLACKROCK MUNI INCOME TRUST II 100 SHS	AT COST	1,330	1,051
BLACKROCK MUNI INCOME TRUST II 19.7469 SHS	AT COST	280	208
BLACKROCK MUNI INCOME TRUST II 200 SHS	AT COST	2,563	2,102
BLACKROCK MUNI INCOME TRUST II 225 SHS	AT COST	3,006	2,365
BLACKROCK MUNI INCOME TRUST II 300 SHS	AT COST	3,871	3,153
BLACKROCK MUNI INCOME TRUST II 500 SHS	AT COST	6,039	5,255
BLACKROCK TAX MUNICIPAL BOND 12.531 SHS	AT COST	274	202
BLACKROCK TAX MUNICIPAL BOND 18.7163 SHS	AT COST	199	302
BLACKROCK TAX MUNICIPAL BOND 200 SHS	AT COST	4,066	3,224
BLACKROCK TAX MUNICIPAL BOND 500 SHS	AT COST	9,488	8,060
EATON VANCE TAX ADVANTAGED 500 SHS	AT COST	9,974	12,025
GUGGENHEIM TAXABLE MUN MNGD DU 100 SHS	AT COST	2,334	1,520
GUGGENHEIM TAXABLE MUN MNGD DU 400 SHS	AT COST	8,425	6,080
GUGGENHEIM TAXABLE MUN MNGD DU 500 SHS	AT COST	9,695	7,600
INVESCO CONSERVATIVE INC 1,695 SHS	AT COST	16	17
INVESCO CONSERVATIVE INC 10.886 SHS	AT COST	109	110
INVESCO CONSERVATIVE INC 14.57 SHS	AT COST	147	147
INVESCO CONSERVATIVE INC 2497.502 SHS	AT COST	25,000	25,125
LORD ABBETT BOND-DEB FUND INC. 1898.734 SHS	AT COST	15,000	13,513
LORD ABBETT BOND-DEB FUND INC. 2114.598 SHS	AT COST	15,500	15,049
LORD ABBETT BOND-DEB FUND INC. 284.905 SHS	AT COST	2,624	2,028
LORD ABBETT BOND-DEB FUND INC. 285 SHS	AT COST	2,018	2,028
LORD ABBETT BOND-DEB FUND INC.1096 SHS	AT COST	10,006	7,800
LORD ABBETT ULTRA SHORT BOND 2515.091 SHS	AT COST	25,000	25,226
LORD ABBETT ULTRA SHORT BOND 3.352 SHS	AT COST	33	34
LORD ABBETT ULTRA SHORT BOND. 1284.407 SHS	AT COST	12,806	12,883
MFS INTERMEDIATE INCOME TR SBI 1000 SHS	AT COST	4,846	2,660
MFS INTERMEDIATE INCOME TR SBI 1000 SHS	AT COST	4,308	2,660
MFS INTERMEDIATE INCOME TR SBI 2000 SHS	AT COST	10,058	5,320
MFS MUNI INCOME TR SBI 200 SHS	AT COST	1,314	1,070
MFS MUNI INCOME TR SBI 2400 SHS	AT COST	16,484	12,840
MFS MUNI INCOME TR SBI 400 SHS	AT COST	2,404	2,140
MFS MUNI INCOME TR SBI 500 SHS	AT COST	3,088	2,675
MFS MUNI INCOME TR SBI 500 SHS	AT COST	3,111	2,675
NUVEEN TAXABLE MUNI INCOME FND 15.4941 SHS	AT COST	383	232
NUVEEN TAXABLE MUNI INCOME FND 4.3509 SHS	AT COST	65	65
NUVEEN TAXABLE MUNI INCOME FND 536.541	AT COST	9,939	8,037
NUVEEN TAXABLE MUNI INCOME FND 536.614 SHS	AT COST	10,458	8,038
PUTMAN PREMIER INCOME TR SBI 2000 SHS	AT COST	9,417	7,120
PUTMAN PREMIER INCOME TR SBI 500 SHS	AT COST	2,343	1,780
PUTMAN PREMIER INCOME TR SBI 500 SHS	AT COST	2,343	1,780
PUTMAN PREMIER INCOME TR SBI 600 SHS	AT COST	2,801	2,136

- TIN:

TY 2024 OtherExpensesSchedule

Name:

THE LAWLOR FOUNDATION

C/O HACKBARTH & HUDSON PC

EIN:

36-3620712

Description	Revenue and Expenses per Books	Disbursements for Charitable Purposes
FILING FEES	15	15
MISCELLANEOUS FEES FROM PUBLICLY TRADED PARTNERSHIPS	321	0
MISCELLANEOUS EXPENSES	23	0

- TIN:

TY 2024 OtherIncomeSchedule2

Name:

THE LAWLOR FOUNDATION

C/O HACKBARTH & HUDSON PC

EIN:

36-3620712

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
TOB FROM ALLIANCEBERNSTEIN HOLDINGS LP	1,480	1,480	1,480
TOB FROM SUBURBAN PROPANE PARTNERS LP	835	835	835
OTHER PORTFOLIO INCOME: ALLIANCEBERNSTEIN HOLDINGS LP	30	30	30

- TIN:

TY 2024 OtherProfessionalFeesSchedule

Name:

THE LAWLOR FOUNDATION

C/O HACKBARTH & HUDSON PC

EIN:

36-3620712

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT ADVISORY	8,605	6,884		1,721

- TIN:

TY 2024 TaxesSchedule

Name:

THE LAWLOR FOUNDATION

C/O HACKBARTH & HUDSON PC

EIN:

36-3620712

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
PAYROLL TAXES	946	0		946
FOREIGN WITHHOLDING ON DIVIDENDS	7	0		0