Loading profile…
Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
DBA: N/A
EIN 20-8044589 · Snapshot of IRS recognition, filing currency, financial health, and governance.
Mr. lawrence provided free financial education for many people regarding risk management, financial planning, tax planning, real estate and retirement planning. The public benefited greatly due to: 1. The normal cost of getting such advice. 2. The devastating consequences of making bad decisions regarding their limited resources. 3. The tax savings and growth possible through a coordinated approach to financial and retirment planning. 4. The peace of mind due to having compared many options and finally understanding clearly why one approach is better than another. The public which was served by the foundation paid nothing for it and will hopefully refer others to the foundation. This approach not only benefits the public but also lessens the burden of government in looking after our elderly by providing a safety net.
Principal Officer
Margot Lawrence
Total Revenue
$74K
FY2024
Total Expenses
$25K
FY2024
Net Assets
$508K
Program Ratio
—
expenses on programs
Employees
—
Volunteers
—
Board Members
—
Voting
—
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.