Nonprofit · EIN 52-1498472
SAM AND MARY LAWRENCE FOUNDATION
Also known as SUSAN L CARLSON SUCC TTEE
Tax-exempt · KIRKLAND, WA 98034
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,137,862 | $118,034 | $1,019,828 | $1,889,332 | $17,720 | $1,871,612 |
| December 31, 2023 | 990-PF | $110,109 | $56,218 | $53,891 | $849,359 | $0 | $849,359 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,079,008
- Dividends
- $18,255
- Interest
- $31,459
- Net gain from sales of assets
- $9,140
Expenses
- Grants and similar amounts paid
- $107,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $107,500
- Excise tax on investment income
- $779
Balance sheet and other
- Total assets, start of year
- $849,359
- Total assets, end of year
- $1,889,332
- Total liabilities, end of year
- $17,720
- Net assets, end of year
- $1,871,612
- Fair market value of assets
- $2,363,281
- Qualifying distributions
- $107,500
- Net investment income
- $58,854
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN CARLSON 13468 64TH TERRACE NE, KIRKLAND, WA 98034 | TRUSTEE | 4 | $0 |
| MARY CAULFIELD 8 WOODSIDE DRIVE, DURHAM, NH 03824 | TRUSTEE | 2 | $0 |
| SAMUEL A LAWRENCE JR 48 SOUTH PORTLAND AVE, BROOKLYN, NY 11217 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SAMUEL A LAWRENCE SR 100 E LENOX ST, CHEVY CHASE, MD 20815 | TRUSTEE | 8 | $0 |
| SUSAN CARLSON 13468 64TH TERRACE NE, KIRKLAND, WA 98034 | TRUSTEE | 4 | $0 |
| MARY CAULFIELD 8 WOODSIDE DRIVE, DURHAM, NH 03824 | TRUSTEE | 2 | $0 |
| SAMUEL A LAWRENCE JR 48 SOUTH PORTLAND AVE, BROOKLYN, NY 11217 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 13468 64TH TER NE, KIRKLAND, WA 98034-1656
- In care of
- % SUSAN CARLSON
- Signed the 990-PF
- SUSAN CARLSON, TRUSTEE
- Phone
- (202) 413-3122
- Return prepared by
- JAMES MAGNO CPA LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 52-1498472
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1986
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,889,332
- Income (IRS master file)
- $1,137,862
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,137,862 | $118,034 | $1,889,332 | XML |
| 990-PF | December 2023 | $110,109 | $56,218 | $849,359 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-1498472).
Questions about SAM AND MARY LAWRENCE FOUNDATION
- What is the EIN of SAM AND MARY LAWRENCE FOUNDATION?
- The employer identification number (EIN) of SAM AND MARY LAWRENCE FOUNDATION is 52-1498472.
- Is SAM AND MARY LAWRENCE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to SAM AND MARY LAWRENCE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SAM AND MARY LAWRENCE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SAM AND MARY LAWRENCE FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAM AND MARY LAWRENCE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of SAM AND MARY LAWRENCE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does SAM AND MARY LAWRENCE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,137,862, expenses of $118,034 and total assets of $1,889,332 at year end.
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