2024-11-13T09:49:46-08:00 2023-12-31 760589675 Rosenthal & Co PC 3900 Essex Lane Suite 1120 Houston TX 77027 990PF 2023-01-01 272798913 THE LAWRENCE & NANCY PADFIELD FOUNDATION LAWR 2813700297 11106 FALCONWING DRIVE THE WOODLANDS TX 77381 LAWRENCE JAMES PADFIELD President 2024-11-13 true true LOUISE S ROSENTHALCPA P00088243 7136550163 2023 2024-10-15 13:58:12Z X 6099921 X 231831 8725 8725 84554 84554 108824 806511 108824 195 195 434129 202298 15532 10354 5178 2942 1142 40220 40220 58694 51716 5178 268600 268600 327294 51716 273778 106835 150582 110788 59189 59189 3350356 3676262 5994394 217667 48283 44391 1628 1663 284 284 3678811 3785646 6099921 0 X 3678811 3785646 3678811 3785646 3678811 3785646 3678811 106835 3785646 3785646 PUBLICLY TRADED SECURITIES P 806061 697687 108374 108374 Capital Gain Dividends 450 108824 2093 2093 2093 5127 5127 3034 3034 false false false false false false false true true TX true false false false false true N/A LAWRENCE J PADFIELD 2813700297 11106 FALCONWING DRIVE THE WOODLANDS TX 773814491 false false false false false false false false false false false false false false false false false false false false false false LAWRENCE JAMES PADFIELD 11106 FALCONWING DRIVE THE WOODLANDS TX 773814491 President 3.00 0 NANCY JEAN PADFIELD 11106 FALCONWING DRIVE THE WOODLANDS TX 773814491 Vice Pres 1.00 0 RAE ANN PADFIELD 677 HUNTLEY HEIGHTS BALLWIN MO 63021 Treasurer 0.50 0 NONE NONE 5266887 114701 0 5381588 0 5381588 80724 5300864 265043 265043 2093 2093 262950 262950 262950 273778 273778 262950 168 33936 12041 46145 273778 0 262950 10828 56973 0 168 56805 33936 12041 10828 LAWRENCE JAMES PADFIELD NANCY JEAN PADFIELD LAWRENCE NANCY PADFIELD 11106 FALCONWING DRIVE THE WOODLANDS TX 77381 2813700297 SOLICITATIONS OF CHARITABLE NEEDS INCLUDING INTRODUCTORY LETTER OF QUALIFIED ORGANIZATION. NONE SUPPORT OF CHARITABLE, RELIGIOUS, EDUCATIONAL AND SCIENTIFIC ENDEAVORS OF QUALIFIED ORGANIZATIONS UNDER PROVISIONS OF SECTION 501(C)(3)OF THE INTERNAL REVENUE CODE. ROMO FOUNDATION 9832 WHITCOMB LANE SAINT LOUIS MO 63123 NONE 501(C)(3) CHARITABLE 20000 SPIRIT GOLF ASSOCIATION 2441 HIGH TIMBERS STE 430 THE WOODLANDS TX 77380 NONE 501(C)(3) CHARITABLE 8600 PENFED FOUNDATION 2930 EISENHOWER AVENUE ALEXANDRIA VA 22314 NONE 501(C)(3) CHARITABLE 50000 GOLFERS AGAINST CANCER 17110 NORTHGATE FOREST DRIVE HOUSTON TX 77068 NONE 501(C)(3) CHARITABLE 75000 PEARL FINCHER MUSEUM OF FINE ARTS 6815 CYPRESSWOOD DR SPRING TX 77379 NONE 501(C)(3) CHARITABLE 5000 MONTGOMERY COUNTY WOMEN'S CENTER 1401 AIRPORT ROAD CONROE TX 77301 NONE 501(C)(3) CHARITABLE 10000 SPECIAL OLYMPICS AZ 2455 N Citrus Rd Bldg 64 GOODYEAR AZ 85395 NONE 501(C)(3) CHARITABLE 5000 SOUTHEAST ENTERPRISES PO BOX 9473 KANSAS CITY MO 64133 NONE 501(C)(3) CHARITABLE 10000 PROJECT BEACON TEXAS 502 W MONTGOMERY ST 540 WILLIS TX 77378 NONE 501(C)(3) CHARITABLE 5000 BE AN ANGEL FOUNDATION 2003 ALDINE BENDER RD HOUSTON TX 77032 NONE 501(C)(3) CHARITABLE 10000 CAMP HOPE PTSD FOUNDATION OF AMERIC 9724 DERRINGTON RD HOUSTON TX 77064 NONE 501(C)(3) CHARITABLE 70000 268600 14 8725 14 84554 18 108824 OTHER INVTMENT INCOME 14 139 TAX EXEMPT DIVIDENDS 14 56 202298 202298 false false false false false false false false false false X X 1 LAWRENCE NANCY PADFIELD 11106 FALCONWING DRIVE THE WOODLANDS TX 77381 217918 X 2 LAWRENCE NANCY PADFIELD 11106 FALCONWING DRIVE THE WOODLANDS TX 77381 132600 X 3 LAWRENCE NANCY PADFIELD 11106 FALCONWING DRIVE THE WOODLANDS TX 77381 142388 X 4 LAWRENCE NANCY PADFIELD 11106 FALCONWING DRIVE THE WOODLANDS TX 77381 26516 X 5 LAWRENCE NANCY PADFIELD 11106 FALCONWING DRIVE THE WOODLANDS TX 77381 25995 X 6 LAWRENCE NANCY PADFIELD 11106 FALCONWING DRIVE THE WOODLANDS TX 77381 24151 X 7 LAWRENCE NANCY PADFIELD 11106 FALCONWING DRIVE THE WOODLANDS TX 77381 17468 X 8 LAWRENCE NANCY PADFIELD 11106 FALCONWING DRIVE THE WOODLANDS TX 77381 8718 X 9 LAWRENCE NANCY PADFIELD 11106 FALCONWING DRIVE THE WOODLANDS TX 77381 40666 X 10 LAWRENCE NANCY PADFIELD 11106 FALCONWING DRIVE THE WOODLANDS TX 77381 39284 X 11 LAWRENCE NANCY PADFIELD 11106 FALCONWING DRIVE THE WOODLANDS TX 77381 38476 X 12 LAWRENCE NANCY PADFIELD 11106 FALCONWING DRIVE THE WOODLANDS TX 77381 27355 X 1 1,577 SHARES OF PALO ALTO NETWORKS INC STOCK PUBLICLY TRADED ON NASDAQ, TICKER PANW, CUSIP: 69743510 217918 2023-01-02 2 186 SHARES OF REGENERON PHARMACEUTICALS INC STOCK PUBLICLY TRADED ON NASDAQ, TICKER REGN, CUSIP: 758 132600 2023-01-02 3 1,012 SHARES OF NVIDIA CORP STOCK PUBLICLY TRADED ON NASDAQ ,TICKER NVDA, CUSIP: 67066G104 142388 2023-01-02 4 100 SHARES OF SALESFORCE INC STOCK PUBLICLY TRADED ON NYSE, TICKER CRM, CUSIP: 79466L302 26516 2023-12-19 5 284 SHARES OF MORGAN STANLEY STOCK PUBLICLY TRADED ON NYSE, TICKER MS, CUSIP: XXX-XX-XXXX 25995 2023-12-19 6 65 SHARES OF MICROSOFT CORP STOCK PUBLICLY TRADED ON NASDAQ, TICKER MSFT, CUSIP: XXX-XX-XXXX 24151 2023-12-19 7 50 SHARES OF META PLATFORMS INC STOCK PUBLICLY TRADED ON NASDAQ, TICKER META, CUSIP: 30303M102 17468 2023-12-19 8 15 SHARES OF ELI LILLY AND CO STOCK PUBLICLY TRADED ON NYSE, TICKER LLY, CUSIP: XXX-XX-XXXX 8718 2023-12-19 9 60.2501 SHARES OF COSTCO WHOLESALE CORP STOCK PUBLICLY TRADED ON NASDAQ, TICKER COST, CUSIP: 22106K1 40666 10 200 SHARES OF APPLE INC STOCK PUBLICLY TRADED ON NASDAQ, TICKER AAPL, CUSIP: 37833100 39284 2023-12-19 11 250 SHARES OF AMAZON.COM INC STOCK PUBLICLY TRADED ON NASDAQ, TICKER AMZN, CUSIP: 23135106 38476 2023-12-19 12 200 SHARES OF ALPHABET INC CLASS A STOCK PUBLICLY TRADED ON NASDAQ, TICKER GOOGL, CUSIP: 02079K305 27355 2023-12-19 PROFESSIONAL FEES-2022 & 2021 pd in 2023 15532 10354 0 5178 CORPORATE BONDS (MSSB) - SEE DETAIL 48283 44391 PREFERRED STOCKS (MSSB) - SEE DETAIL 185091 173544 COMMON STOCKS (MSSB) - SEE DETAIL 3491171 5820850 EXCHANGE TRADED FUNDS - SEE DETAIL AT COST 1628 1663 AR DIVIDENDS 284 284 INVESTMT MGMT FEES-212 NON-PROFIT CORP 40220 40220 OTHER INVTMENT INCOME 139 139 TAX EXEMPT DIVIDENDS 56 56 FEDERAL TAXES 1800 FOREIGN TAXES PAID ON DIVIDENDS 1142 1142