Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
RICHARD LOUNSBERY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)601 13TH STREET NW NO 1030N
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC20005
A Employer identification number

13-6081860
B Telephone number (see instructions)

(202) 872-8080
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$29,113,905
J 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) 1,920,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 70 70  
4 Dividends and interest from securities... 624,889 624,889  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 7,450,684
b Gross sales price for all assets on line 6a 22,493,721
7 Capital gain net income (from Part IV, line 2)... 7,450,684
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).......      
12 Total. Add lines 1 through 11........ 9,995,643 8,075,643  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 286,000 28,600   257,400
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 34,624 3,462   31,162
16a Legal fees (attach schedule)......... 3,267 0   3,267
b Accounting fees (attach schedule)....... 12,327 6,164   6,163
c Other professional fees (attach schedule).... 199,199 174,600   24,599
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 5,000 0   0
19 Depreciation (attach schedule) and depletion... 701 0  
20 Occupancy.............. 21,417 2,142   19,275
21 Travel, conferences, and meetings....... 5,724 0   5,724
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 44,763 4,301   40,462
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 613,022 219,269   388,052
25 Contributions, gifts, grants paid....... 3,291,789 3,291,789
26 Total expenses and disbursements. Add lines 24 and 25 3,904,811 219,269   3,679,841
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 6,090,832
b Net investment income (if negative, enter -0-) 7,856,374
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 262,013 501,323 501,323
2 Savings and temporary cash investments......... 383,762 1,413,420 1,413,420
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 2,315,287 Click to see attachment2,767,731 2,797,615
b Investments—corporate stock (attach schedule)....... 6,433,884 Click to see attachment10,629,579 14,646,907
c Investments—corporate bonds (attach schedule)....... 1,496,502 Click to see attachment2,653,627 2,784,693
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 7,652,304 Click to see attachment6,669,605 6,969,073
14 Land, buildings, and equipment: basis bullet12,335
Less: accumulated depreciation (attach schedule) bullet11,461 1,575 Click to see attachment874 874
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 18,545,327 24,636,159 29,113,905
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 bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 18,545,327 24,636,159
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
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)..... 18,545,327 24,636,159
30 Total liabilities and net assets/fund balances (see instructions). 18,545,327 24,636,159
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
18,545,327
2
Enter amount from Part I, line 27a .....................
2
6,090,832
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
24,636,159
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
24,636,159
Form 990-PF (2020)
Form 990-PF (2020)
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 PUBLICLY TRADED SECURITIES P    
b
c
d
e
(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 22,493,721   15,043,037 7,450,684
b
c
d
e
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       7,450,684
b
c
d
e
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 7,450,684
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
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
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 Bullet 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)
b Reserved................................ 1 109,204
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% 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........................... 3 109,204
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- ..... 5 109,204
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 18,344
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 18,344
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 90,860
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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:
  • 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?................
    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 XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbulletWWW.RLOUNSBERY.ORG
    14
    The books are in care ofbulletELIZABETH HOLLEMAN BROWN Telephone no.bullet (202) 872-8080

    Located atbullet601 13TH STREET NW 1030NWASHINGTONDC ZIP+4bullet20005
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, 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 bullet
    Part VII-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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
    ........bullet
    c
    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 2020?.............
    1c
     
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
    No
    .........bullet
    c
    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). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    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?
    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? .................
    Part VIII
    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
    JESSE H AUSUBEL CHAIRMAN
    5.00
    50,000 0 0
    601 13TH STREET NW 1030N
    WASHINGTON,DC20005
    DAVID D SABATINI VICE CHAIRMAN
    2.00
    20,000 0 0
    601 13TH STREET NW 1030N
    WASHINGTON,DC20005
    JUNE YEARWOOD TREASURER
    5.00
    0 0 0
    601 13TH STREET NW 1030N
    WASHINGTON,DC20005
    MAXMILLIAN ANGERHOLZER III DIRECTOR
    5.00
    20,000 0 0
    601 13TH STREET NW 1030N
    WASHINGTON,DC20005
    R NICHOLAS BURNS DIRECTOR
    2.00
    20,000 0 0
    601 13TH STREET NW 1030N
    WASHINGTON,DC20005
    CATHERINE DULAC DIRECTOR
    2.00
    20,000 0 0
    601 13TH STREET NW 1030N
    WASHINGTON,DC20005
    CLAIRE E MAX DIRECTOR
    2.00
    20,000 0 0
    601 13TH STREET NW 1030N
    WASHINGTON,DC20005
    RICHARD J MCHENRY DIRECTOR
    2.00
    20,000 0 0
    601 13TH STREET NW 1030N
    WASHINGTON,DC20005
    ELIZABETH HOLLEMAN BROWN DIRECTOR OF PROGRAMS & COR
    40.00
    116,000 19,404 0
    601 13TH STREET NW 1030N
    WASHINGTON,DC20005
    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...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    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
    UBS INVESTMENT ADVISORY 112,273
    299 PARK AVENUE 25TH FL
    NEW YORK,NY10171
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-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 IX-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.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    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
    26,407,138
    b
    Average of monthly cash balances.......................
    1b
    724,869
    c
    Fair market value of all other assets (see instructions)................
    1c
    874
    d
    Total (add lines 1a, b, and c).........................
    1d
    27,132,881
    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
    27,132,881
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    406,993
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    26,725,888
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,336,294
    Part XI
    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 X, line 6....................
    1
    1,336,294
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    109,204
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    109,204
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,227,090
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,227,090
    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 XIII, line 1 ...
    7
    1,227,090
    Part XII
    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
    3,679,841
    b
    Program-related investments—total from Part IX-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 V, line 8, and Part XIII, line 4
    4
    3,679,841
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,679,841
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 1,227,090
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 126,513
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 3,679,841
    a Applied to 2019, but not more than line 2a 126,513
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    Click to see attachment1,920,000
    d Applied to 2020 distributable amount..... 1,227,090
    e Remaining amount distributed out of corpus 406,238
    5 Excess distributions carryover applied to 2020. 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 2,326,238
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    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) .......
    1,920,000
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    406,238
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020.... 406,238
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-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 2020, enter the date of the ruling....... bullet
     
    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 X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    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 X, 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 XV
    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 bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    L BROWN
    601 13TH ST NW STE 1030N
    WASHINGTON,DC20005
    (202) 872-8080
    bThe form in which applications should be submitted and information and materials they should include:
    NO SPECIAL FORM IS REQUIRED FOR APPLICATION. APPLICATION IS TO BE MADE IN WRITING SETTING FORTH THE NEED, NATURE AND THE AMOUNT OF THE REQUEST PLUS A BUDGET JUSTIFYING THE AMOUNT REQUESTED. ALSO, THE ORGANIZATION'S IRS 501(C)(3) DETERMINATION LETTER AND RELEVANT EXHIBITS SHOULD BE INCLUDED, IF APPLICABLE.
    cAny submission deadlines:
    GRANT PROPOSALS SHOULD BE SUBMITTED TO THE FOUNDATION NO LATER THAN SIX WEEKS PRIOR TO THE FIRST OF
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANTS ARE MADE TO QUALIFYING ORGANIZATIONS ONLY AND NOT TO INDIVIDUALS.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    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
    JOURNAL OF EMERGING INVESTIGATORS INC
    394 RIVERWAY APT 4
    BOSTON,MA02115
    NONE PC SEED FUNDING FOR THE JOURNAL OF EMERGING INVESTIGATORS, INC. 75,000
    MR OCTOBER FOUNDATION FOR KIDS
    803 WOODVIEW DRIVE
    SUN PRAIRIE,WI53590
    NONE PC BRONX STEM EDUCATION PROGRAMS 60,000
    JOHNS HOPKINS UNIVERSITY
    215 OLIN HALL 3400 N CHARLES STREET
    BALTIMORE,MD21218
    NONE PC FRANCE-USA RESEARCH PROGRAM: DEEP DEGASSING OF ABIOTIC HYDROCARBONS 18,000
    UNIVERSITE CLAUDE BERNARD
    43 BOULEVARD DU 11 NOVEMBRE 1918
    BERNARD,LYON  
    FR
    NONE NC FRANCE-USA RESEARCH PROGRAM: DEEP DEGASSING OF ABIOTIC HYDROCARBONS 82,000
    GEDEON PROGRAMMES
    155 RUE DE CHARONNE
    PARIS   75011
    FR
    NONE NC DOCUMENTARY PROJECT: WASHINGTON AND CHASTELLUX, THE BIRTH OF A FRIENDSHIP 150,000
    YALE UNIVERSITY SCHOOL OF FORESTRY & ENVIRONMENTAL STUDIES
    195 PROSPECT STREET
    NEW HAVEN,CT06511
    NONE PC OPEN-ACCESS ISSUE OF JOURNAL OF INDUSTRIAL ECOLOGY: INDUSTRIAL ECOLOGY FOR THE OCEANS 69,648
    STIFTUNG PREUBISCHE KULTURBESITZ
    VON-DER-HEYDT-STR 16-18
    BERLIN   10785
    GM
    NONE NC GERMAN, FRENCH, AMERICAN COLLABORATION: ARTIST AND RESEARCHER IN THE COLLECTION 84,650
    BAYLOR COLLEGE OF MEDICINE
    1 BAYLOR PLAZA
    HOUSTON,TX77030
    NONE PC GERMAN, FRENCH, AMERICAN COLLABORATION: ARTIST AND RESEARCHER IN THE COLLECTION 20,000
    COLOMBIAN ACADEMY OF EXACT PHYSICAL AND NATURAL SCIENCES
    CARRERA 28 A NO 39 A 63
    BARRIO LA SOLEDAD,BOGATA  
    CO
    NONE NC SUPPORTING SCIENCE IN VENEZUELA THROUGH THE LATIN AMERICAN ACADEMY OF SCIENCE 70,000
    YALE UNIVERSITY
    PO BOX 208229
    NEW HAVEN,CT06520
    NONE PC WORK IN THE TIME OF COVID-19: RAPID ESTIMATES OF THE US EMPLOYMENT SITUATION 60,000
    BIOBUS INC
    1361 AMSTERDAM AVENUE SUITE 340
    NEW YORK,NY10027
    NONE PC BIOBUS VIRTUAL LABORATORY PROGRAMS FOR UNDERSERVED STUDENTS 80,000
    ROCKEFELLER UNIVERSITY
    1230 YORK AVENUE
    NEW YORK,NY10065
    NONE PC THE CORONAVIRUS CALENDAR (CORONACAL) PROJECT: SIMPLIFIED COVID-19 TEST SYSTEM 120,000
    CENTER FOR THE STUDY OF THE PRESIDENCY AND CONGRESS
    601 THIRTEENTH STREET SUITE 1050N
    WASHINGTON,DC20005
    NONE PC REBUILDING CONGRESSIONAL ARMS CONTROL CONSENSUS 80,000
    WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS
    1300 PENNSYLVANIA AVENUE NW
    WASHINGTON,DC20004
    NONE PC REVIVING U.S. RUSSIAN SCIENTIFIC EXCHANGE BY THE KEENAN INSTITUTE 115,000
    UNIVERSITY OF BUENOS AIRES ARGENTINA AND NATIONAL RESEARCH COUNCIL OF ARGE
    VIAMONTE 430
    BUENOS AIRES   C1053
    AR
    NONE NC EPIGENETICS IN THE ALTERNATIVE SPLICING STRATEGY TO CURE SPINAL MUSCULAR ATROPHY 70,000
    ECOLE NORMALE SUPERIEURE DE LYON (ENS DE LYON)
    15 PARVIS RENE DESCARTES BP7000
    CEDEX,LYON69342
    FR
    NONE NC ENLIGHTENED PRINCE TO ENLIGHTENED DESPOT: FROM MONTESQUIEU TO CATHERINE III 115,000
    GENETIC LITERACY PROJECT
    909 DAYTON STREET
    CINCINNATI,OH45214
    NONE PC VACCINES: RESEARCH, LOGISTICAL, POLICY AND COMMUNICATIONS CHALLENGES 60,000
    NATIONAL COUNCIL FOR SCIENCE AND THE ENVIRONMENT
    1776 EYE STREET NW SUITE 750
    WASHINGTON,DC20006
    NONE PC TRACING THE PLASTIC POLLUTION SURGE AND IMPACT DURING THE 2020 PANDEMIC 75,000
    SCIENCE CLUB FOR GIRLS
    136 MAGAZINE STREET 2
    CAMBRIDGE,MA02139
    NONE PC EXPANSION OF SCIENCE CLUB FOR GIRLS VIRTUAL PROGRAMMING AS A RESULT OF COVID-19 PANDEMIC 100,000
    YALE UNIVERSITY
    PO BOX 208229
    NEW HAVEN,CT065208229
    NONE PC WORK IN THE TIME OF COVID-19: RAPID ESTIMATES OF THE US EMPLOYMENT SITUATION, PHASE II 50,000
    NATIONAL ACADEMY OF SCIENCES
    500 FIFTH STREET NW
    WASHINGTON,DC20001
    NONE PC CONNECTIONS TO SUSTAIN SCIENCE IN LATIN AMERICA 619,281
    THE COUNCIL ON FOREIGN RELATIONS
    58 EAST 68TH STREET
    NEW YORK,NY10065
    NONE PC CAREERS OF AMERICANS IN INTERNATIONAL RELATIONS: THE HOW I GOT HERE SERIES 50,000
    THE INNOVATION INSTITUTE
    288 WALNUT STREET SUITE 300
    NEWTONVILLE,MA02460
    NONE PC PILOT LAB-BASED, OUT-OF-SCHOOL TIME STEM PROGRAM IN BALTIMORE INCORPORATING HYBRID LEARNING STRATEGIES 100,000
    MAX WEBER FOUNDATION GERMAN HISTORICAL INSTITUTE MOSCOW
    REPRESENTATION IN MOSKAU UL
    VORONZOVSKAJA
    MOSCOW   109044
    RS
    NONE NC RESEARCH ON THE LANGUAGES OF DIPLOMACY IN THE EIGHTEENTH-CENTURY WORLD 64,360
    INSTITUTE OF INTERNATIONAL EDUCATION
    809 UNITED NATIONS PLAZA
    NEW YORK,NY10017
    NONE PC "IIE SCHOLAR RESCUE FUND: SAVE THE LIVES AND WORK OF 200,000
    J CRAIG VENTER INSTITUTE
    4120 CAPRICORN LANE
    LA JOLLA,CA92037
    NONE PC CHARACTERIZING MICROBIAL MECHANISMS IN AGING ARTWORK 160,000
    PARTNERSHIP FOR OBSERVATION OF THE GLOBAL OCEAN (POGO)
    PROSPECT PLACE PLYMOUTH PL1 3DH
    PLYMOUTH   PL1 3DH
    UK
    NONE NC COLLECT CITIZEN OBSERVATION OF LOCAL LITTER IN COASTAL ECOSYSTEMS 100,000
    ACADEMIE DES SCIENCES
    23 QUAI DE CONTI
    PARIS   75006
    FR
    NONE NC "RICHARD LOUNSBERY AWARD 130,000
    FUNDACION UNIVERSIDAD ARGENTINA SIGLO
    CALLE DE LOS LATINOS N 8555 B LOS
    BOULEVARES
    CORDOBA    
    AR
    NONE NC EXPLORATORY RESEARCH IN HISTORY OF CELL BIOLOGY: DAVID SABATINI BIOGRAPHY 12,000
    NATIONAL ACADEMY OF SCIENCES
    500 5TH STREET NW
    WASHINGTON,DC20001
    NONE PC THE FRANK PRESS REMEMBRANCE PROGRAM 10,000
    CENTER FOR COMMON GROUND INC
    18459 PATRIOT LANE
    RUTHER GLEN,VA22546
    NONE PC VIRGINIA POOR PEOPLE'S CAMPAIGN 1,000
    SCIENCE CLUB FOR GIRLS
    136 MAGAZINE STREET SUITE 2
    CAMBRIDGE,MA02139
    NONE PC ADVANCING THE MISSION OF THE SCIENCE CLUB FOR GIRLS 10,000
    THE FOOD BANK FOR CENTRAL & NORTHEAST MISSOURI
    2101 VANDIVER DRIVE
    COLUMBIA,MO65202
    NONE PC GENERAL OPERATING FUNDS FOR HOWARD COUNTY, MO 1,350
    ARTULA INSTITUTE FOR THE ARTS AND ENVIRONMENTAL EDUCATION
    PO BOX 1139
    BANDON,OR97411
    NONE PC CREATING EDUCATIONAL ARTWORKS FOR TRAVELING EXHIBITIONS FROM MARINE DEBRIS 5,000
    FUNDACION INSTITUTO DE BIOLOGIA Y MEDICINA EXPERIMENTAL
    VUELTA DE OBLIGADO 2490
    BUENOS AIRES   C1428
    AR
    NONE NC CAPITALIZING ON GLYCOMICS FOR THE DESIGN OF A NOVEL THERAPEUTIC STRATEGY IN MULTIPLE SCLEROSIS 12,000
    AIR GALLERY
    155 PLYMOUTH STREET
    BROOKLYN,NY11201
    NONE PC A DIGITAL EXHIBITION OF COMMISSIONED ARTWORKS BY WOMEN ARTISTS ON THE COVID-19 PANDEMIC 12,000
    AMERICAN UNIVERSITY OF PARIS
    6 RUE DU COLONEL COMBES
    PARIS   75007
    FR
    NONE PC GENERAL OPERATING SUPPORT FRIEMAN ENVIRONMENTAL CENTER 12,000
    UNIVERSITY OF ST ANDREW'S
    COLLEGE GATE
    ST ANDREWS   KY16 9AJ
    UK
    NONE NC ADVANCING SOUND AS AN ESSENTIAL OCEAN VARIABLE IN GLOBAL OBSERVING 12,000
    INDIAN INSTITUTE OF TECHNOLOGY TIRUPATI
    RENIGUNTA ROAD POST SETTIPALLI
    TIRUPATI
    ANDHRA PRADESH   517506
    IN
    NONE NC SURVIVECOVID-19++ - A GAME FOR IMPROVING AWARENESS OF SOCIAL DISTANCING AND HEALTH MEASURES FOR COVID-19 PANDEMIC 12,000
    SALVATION ARMY NCAC
    2626 PENNSYLVANIA AVENUE NW
    WASHINGTON,DC20037
    NONE PC GENERAL OPERATING SUPPORT DURING COVID-19 PANDEMIC 12,000
    WASHINGTON NATIONAL CATHEDRAL
    3101 WISCONSIN AVENUE NW
    WASHINGTON,DC20016
    NONE PC GENERAL OPERATING SUPPORT DURING COVID-19 PANDEMIC 12,000
    PRE-SCIENTIST INC
    901 BRANTFORD AVENUE
    SILVER SPRING,MD20904
    NONE PC GENERAL OPERATING SUPPORT DURING COVID-19 PANDEMIC 12,000
    THE LAFAYETTE TRAIL INC
    302 HART ROAD
    GAITHERSBURG,MD20878
    NONE PC GENERAL OPERATING SUPPORT DURING COVID-19 PANDEMIC 10,000
    BROOKLYN WORKFORCE INNOVATIONS INC (LEAP INC)
    621 DEGRAW STREET
    BROOKLYN,NY11217
    NONE PC GENERAL OPERATING SUPPORT DURING COVID-19 PANDEMIC 5,000
    ZEPHYR EDUCATION FOUNDATION
    54 WIDGEON ROAD
    FALMOUTH,MA02540
    NONE PC GENERAL OPERATING SUPPORT DURING COVID-19 PANDEMIC 10,000
    BURLINGTON WRITERS WORKSHOP
    110 MAIN STREET STUDIO 3C
    BURLINGTON,VT05401
    NONE PC GENERAL OPERATING SUPPORT DURING COVID-19 PANDEMIC 12,000
    PROFESSIONAL CHILDREN'S SCHOOL
    132 WEST 60TH STREET
    NEW YORK,NY10023
    NONE PC GENERAL OPERATING SUPPORT DURING COVID-19 PANDEMIC 10,000
    THE HARTSBROOK SCHOOL
    193 BAY ROAD
    HADLEY,MA01035
    NONE PC GENERAL OPERATING SUPPORT DURING COVID-19 PANDEMIC 10,000
    NEW YORK FESTIVAL OF SONG
    ONE PENN PLAZA 6108
    NEW YORK,NY10119
    NONE PC GENERAL OPERATING SUPPORT DURING COVID-19 PANDEMIC 5,000
    GEORGE JACKSON ACADEMY
    104 ST MARKS PLACE
    NEW YORK,NY10009
    NONE PC GENERAL OPERATING SUPPORT DURING COVID-19 PANDEMIC 5,000
    AMERICAN HOPSITAL OF PARIS
    63 BOULEVARD VICTOR HUGO
    NEUILLYSUR SEINE   92200
    FR
    NONE PC GENERAL OPERATING SUPPORT DURING COVID-19 PANDEMIC 12,000
    HUMANUS DOCUMENTARY FILMS FOUNDATION
    30 S SALINAS STREET
    SANTA BARBARA,CA93103
    NONE PC "GENERAL OPERATING SUPPOT DURING COVID-19 PANDEMIC:DISTRIBUTION FOR FINISHED DOCUMENTARY, THE LAFAYETTE ESCADRILLE 12,000
    UNIVERSIDAD SIMON BOLIVAR ALUMNI ASSOCIATION OF AMERICA INC
    4 STONE LANE APT 5129
    MALDEN,MA02148
    NONE PC A CLEARING-HOUSE MECHANISM FOR THE SCIENCES IN LATIN AMERICA - RESEARCH 12,000
    PARTNERSHIP WITH CHILDREN INC
    299 BROADWAY SUITE 1300
    NEW YORK,NY10007
    NONE PC GENERAL OPERATING SUPPORT DURING COVID-19 PANDEMIC 5,000
    THE NEW YORK PHILHARMONIC
    10 LINCOLN CENTER PLAZA
    NEW YORK,NY10023
    NONE PC AUDIENCE DEVELOPMENT INITIATIVES FOR STUDENTS 5,000
    NEW YORK UNIVERSITY DEPARMENT OF PHILOSOPY
    15 WASHINGTON PLACE
    NEW YORK,NY10003
    NONE PC REALISM AND IDEALISM: RECENT CONTROVERSIVES IN THE PHILOSOPHY OF SCIENCE 12,000
    SHELDRICK WILDLIFE TRUST USA
    25283 CABOT ROAD
    LAGUNA HILLS,CA92653
    NONE PC GENERAL OPERATING SUPPORT DURING COVID-19 PANDEMIC:ORPHANS' ELEPHANT PROJECT 12,000
    FRANKLIN EDUCATION FORUM
    1250 I STREET NW SUITE 330
    WASHINGTON,DC20005
    NONE PC GENERAL OPERATING SUPPORT DURING COVID-19 PANDEMIC: RETIREMENT SECURITY FOR ALL 12,000
    BISHOP WALKER SCHOOL
    1801 MISSISSIPPI AVENUE SE
    WASHINGTON,DC20020
    NONE PC STEM EDUCATION SUPPORT DURING COVID-19 PANDEMIC 5,000
    CURTIN UNIVERSITY CENTRE FOR MARINE SCIENCE AND TECHNOLOGY
    KENT STREET
    BENTLEY,WESTERN AUSTRALIA6102
    AS
    NONE NC EXPLORING ANIMAL BEHAVIOR THROUGH SOUND 12,000
    PHILANTHROPY ROUNDTABLE
    1120 20TH STREET NW SUITE 550 SOUTH
    WASHINGTON,DC20036
    NONE PC GENERAL OPERATING SUPPORT 3,000
    THE FOUNDATION CENTER DBA CANDID
    32 OLD SLIP 24TH FLOOR
    NEW YORK,NY10005
    NONE PC GENERAL OPERATING SUPPORT 4,500
    COUNCIL ON FOUNDATIONS
    1255 23RD STREET NW SUITE 200
    WASHINGTON,DC20037
    NONE PC GENERAL OPERATING SUPPORT 5,000
    Total .................................bullet 3a 3,291,789
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-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 70  
    4 Dividends and interest from securities....     14 624,889  
    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.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 7,450,684  
    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 8,075,643 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    8,075,643
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-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 XVI-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 (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    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.
    Bullet Bullet
    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 PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    RICHARD LOUNSBERY FOUNDATION INC
     
    Employer identification number

    13-6081860
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    RICHARD LOUNSBERY FOUNDATION INC
     
    Employer identification number
    13-6081860
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    RICHARD LOUNSBERY FUND INC TRUST
     
    C/O JP MORGAN PO BOX 6089
     
    NEWARK, DE19714

    $ 1,920,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    RICHARD LOUNSBERY FOUNDATION INC
     
    Employer identification number

    13-6081860
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    RICHARD LOUNSBERY FOUNDATION INC
     
    Employer identification number

    13-6081860
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    RICHARD LOUNSBERY FOUNDATION INC
    EIN:
    13-6081860
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LUTZ AND CARR, CPA'S 12,327 6,164   6,163

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    RICHARD LOUNSBERY FOUNDATION INC
    EIN:
    13-6081860
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    COMPUTERS 2005-01-01 3,745 3,745 SL 5.000000000000 0 0    
    COMPUTER 2011-05-10 1,863 1,863 SL 3.000000000000 0 0    
    FURNITURE 2015-05-08 4,375 4,083 SL 5.000000000000 292 0    
    FURNITURE 2015-07-15 607 545 SL 5.000000000000 60 0    
    COMPUTER 2018-06-30 1,745 524 SL 5.000000000000 349 0    

    TY 2020 DistributionFromCorpusElection
    Name:
    RICHARD LOUNSBERY FOUNDATION INC
    EIN:
    13-6081860
    Election:
    PAGE 8, PART XIII - UNDISTRIBUTED INCOME - LINE 4(C)THE FOUNDATION HEREBY ELECTS TO TREAT $1,920,000 AS A DISTRIBUTION OUT OF CORPUS TO SATISFY THE REQUIREMENTS IMPOSED BY SECTION 4942(H)(2). AN ELECTION IS HEREBY MADE PURSUANT TO REG. 53.4942(A)-3(D)(2) TO TREAT $1,920,000 AS A DISTRIBUTION OUT OF CORPUS.

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 ExpenditureResponsibilityStmt
    Name:
    RICHARD LOUNSBERY FOUNDATION INC
    EIN:
    13-6081860
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    THE CYPRUS INSTITUTE
     
    20 KONSTANTINOU KAVAFI
    AGLANTZI   2121
    CY
    2016-05-03 300,000 SUSTAINABLE LAND-BASED AQUACULTURE IN ISRAEL-PALESTINE 300,000   11/27/2020 2020-11-27 THE REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2020 FOR THE PURPOSE OF THE GRANT. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT.
    PRINCESS SUMAYA UNIVERSITY FOR TECHNOLOGY
     
    KHALIL SAKET STREET AL-JUBAIHA
    AMMAN   1428-1191
    JO
    2016-05-08 75,000 SESAME (TRAINING OF SCIENTISTS FOR SYNCHROTRON-LIGHT FACILITY) 25,747   4/12/2021 2021-04-12 WE RECEIVED AN INTERIM FINANCIAL REPORT ON 4/12/2021 AND GRANTEE WAS GRANTED AN EXTENSION THROUGH 4/30/2022. WE EXPECT TO RECEIVE A FINAL REPORT BY THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT.
    UNIVERSITY OF FLORENCE
     
    PIAZZA S MARCO
    FLORENCE   50121
    IT
    2016-08-29 100,000 GENETIC CHARACTERIZATION OF LEONARDO DA VINCI'S REMAINS 100,000   2/12/2021 2021-02-12 THE REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2020 FOR THE PURPOSE OF THE GRANT. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT.
    PARTNERSHIP FOR OBSERVATION OF THE GLOBAL OCEANS
     
    PROSPECT PLACE
    PLYMOUTH   PL 1 3DH
    UK
    2017-11-07 50,000 BIOLOGICAL OBSERVATIONS MEETING 50,000   12/23/2020 2020-12-23 THE REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2020 FOR THE PURPOSE OF THE GRANT. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT.
    MUSEUM NATIONAL D'HISTOIRE NATURELLE
     
    12 RUE BUFFON
    PARIS   75005
    FR
    2017-11-11 91,080 GENOMICS OF INSECT-PLANT INTERACTION 91,080       THE REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2020 FOR THE PURPOSE OF THE GRANT. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT.
    YORK UNIVERSITY
     
    4700 KEELE STREET
    TORONTO   M3J IP3
    CA
    2018-06-14 12,000 A BIOGRAPHY OF JOSHUA LEDERBERG 12,000   12/17/2020 2020-12-17 THE REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2020 FOR THE PURPOSE OF THE GRANT. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT.
    UNIVERSITY GRENOBLE ALPES
     
    621 AVENUE CENTRALE
    GRENOBLE    
    FR
    2018-07-13 100,000 TEMPERATURE AND COMPOSITION OF EARTH MANTLE: A FRENCH-RUSSIAN-AMERICAN JOINT STUDY 100,000   2/22/2021 2021-02-22 THE REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2020 FOR THE PURPOSE OF THE GRANT. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT.
    ASSOCIATION ROBERT DEBRE POUR LA RECHERCHE MEDICALE
     
    48 BOULEVARD SERURIER
    PARIS   75019
    FR
    2018-12-10 147,610 GAMES FOR ENHANCING PRIMARY SCHOOL CHILDREN'S LEARNING OF MATHEMATICS 147,610   1/31/2020 2020-01-31 THE REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2020 FOR THE PURPOSE OF THE GRANT. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT.
    LEONARDO HERITAGE ASSOCIATION
     
    MUSEO IDEALE LEONARDO DA VINCI VIA
    IV NOVEMBRE 2
    VINCI    
    IT
    2019-02-07 120,000 TRACING THE COMPLEX GENEALOGY OF LEONARDO DA VINCI 52,666   10/26/2020 2020-10-26 WE RECEIVED A PROGRESS REPORT ON 11/26/2020 AND THE GRANTEE HAS BEEN GRANTED AN EXTENSION THROUGH 10/31/2021. WE EXPECT TO RECEIVE THE FINAL REPORT AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT.
    NATURALIS BIODIVERSITY CENTEROXFORD UNIVERSITY
     
    VONDELLAAN 55
    LEIDEN   2322 AA
    NL
    2019-05-29 115,000 DIVERSITY OF OCTOCORALS IN THE NORTHWEST INDIAN OCEAN 38,400   6/11/2020 2020-06-11 WE RECEIVED A PROGRESS REPORT ON 6/11/2020 AND THE GRANTEE HAS BEEN GRANTED AN EXTENSION THROUGH 6/30/2021. WE EXPECT TO RECEIVE THE FINAL REPORT AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT.
    VLAAMS INSTITUUT VOOR DE ZEE (VLIZ FLANDERS MARINE INSTITUTE)
     
    WANDELAARKAAI 7
    OOSTENDED   8400
    BE
    2019-06-03 80,000 INTEGRATING GENOMIC INFORMATION INTO WHAT/ WHERE DATABASES OF MARINE LIFE 0   12/31/2020 2020-12-31 WE RECEIVED A PROGRESS REPORT ON 12/31/2020 AND THE GRANTEE HAS BEEN GRANTED AN EXTENSION THROUGH 12/31/2021. WE EXPECT TO RECEIVE AN INTERIM REPORT AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT.
    INSTITUTO DE BIOLOGIA MOLECULAR Y CELULAR DE ROSARIO
     
    BV PREDIO CONICET 27 DE FEBRERO 210
    BIS 2000 ROSARIO
    SANTA FE    
    AR
    2019-07-30 80,000 SUPPORT OF ARGENTINIAN SCIENTISTS STUDYING THE LIVE CAENORHABDITIS ELEGANS 80,000   2/22/2021 2021-02-22 THE REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2020 FOR THE PURPOSE OF THE GRANT. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT.
    INSTITUTE OF BIOLOGY AND EXPERIMENTAL MEDICINE (IBYME) FOR MUSEO ARGENTINO
     
    AV ANGEL GALLARDO
    BUENOS AIRES   C1405DJR
    AR
    2019-07-31 80,000 ARGENTINIAN SCIENTISTS ADDRESSING DARWIN'S MYSTERY OF MYSTERIES 43,564   10/29/2020 2020-10-29 WE RECEIVED A PROGRESS REPORT ON 10/29/2020 AND THE GRANTEE HAS BEEN GRANTED AN EXTENSION THROUGH 10/31/2021. WE EXPECT TO RECEIVE THE FINAL REPORT AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT.
    INSTITUTO DE BIO Y GEOSCIENCES DEL NOROESTE ARGENTINO
     
    AV 9 DE JULIO NO 14 ROSARIO DE
    LERMA 4405
    SALTA    
    AR
    2019-08-07 60,000 NORTHERN ARGENTINIAN SCIENTISTS LOOKING AT THE IMPLICATIONS IN THE EXPLORATION OF THE GEOTHERMAL RESOURCE 41,804   7/16/2020 2020-07-16 WE RECEIVED A PROGRESS REPORT ON 7/16/2020 AND THE GRANTEE HAS BEEN GRANTED AN EXTENSION THROUGH 7/30/2021. WE EXPECT TO RECEIVE THE FINAL REPORT AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT.
    CHATEAU DU CLOS LUCE
     
    2 RUE DU CLOS LUCE
    AMBOISE   37400
    FR
    2019-09-27 12,000 CREATION OF THE CARLO PEDRETTI LIBRARY (LEONARDO PROJECT) 12,000   10/23/2020 2020-10-23 THE REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2020 FOR THE PURPOSE OF THE GRANT. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT.
    FUNDACION INSTITUTO LELOIR
     
    AV PATRICIAS ARGENTINAS 435
    CIUDAD DE BUENOS AIRES   C1405BWE
    AR
    2019-11-05 154,400 SUPPORT OF TWO LABORATORIES IN ARGENTINA 138,886   12/15/2020 2020-12-15 WE RECEIVED A PROGRESS REPORT ON 12/15/2020 AND THE GRANTEE HAS BEEN GRANTED AN EXTENSION THROUGH 12/31/2021. WE EXPECT TO RECEIVE A FINAL REPORT AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT.
    BIRKBECK UNIVERSITY OF LONDON
     
    WCIE 7HX
    LONDON    
    UK
    2019-12-04 177,037 SCIENTIFIC COLLABORATION STUDYING THE ORIGIN AND HAZARDS OF PAEKTU/ CHANGBAISHAN VOLCANO 0   12/31/2020 2020-12-31 WE RECEIVED A PROGRESS REPORT ON 12/31/2020 AND THE GRANTEE HAS BEEN GRANTED AN EXTENSION THROUGH 12/31/2021. WE EXPECT TO RECEIVE ANOTHER INTERIM REPORT AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT.
    FUNDACION UNIVERSIDAD ARTENTINA SIGLO
     
    CALLE DE LOS LATINOS N 8555 B LOS
    BOULEVARDES
    CORDOBA    
    AR
    2020-02-12 12,000 EXPLORATORY RESEARCH IN HISTORY OF CELL BIOLOGY: BIOGRAPHY ON DAVID SABATINI 4,000   2/16/2021 2021-02-16 WE RECEIVED AN INTERIM FINANCIAL REPORT ON 2/16/2021 AND GRANTEE WAS GRANTED AN EXTENSION THROUGH 2/28/2022. WE EXPECT TO RECEIVE ANOTHER FULL FINANCIAL AND NARRATIVE AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT.
    GEDEON PROGRAMMES
     
    155 RUE DE CHARONNE
    PARIS   75011
    FR
    2020-02-18 150,000 DOCUMENTARY PROJECT: WASHINGTON AND CHASTELLUX, THE BIRTH OF A FRIENDSHIP 132,533   3/29/2021 2021-03-29 WE RECEIVED A PROGRESS REPORT ON 3/29/2021 AND THE GRANTEE HAS BEEN GRANTED AN EXTENSION THROUGH 10/31/2021. WE EXPECT TO RECEIVE THE FINAL REPORT AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT.
    COLOMBIAN ACADEMY OF EXACT PHYSICAL AND NATURAL SCIENCES
     
    CARRERA 28 A NO 39A-63 APARTADO PO
    BOX 44763 BARRIO LA SOLEDAD DC
    BOGOTA   44763
    CO
    2020-04-03 70,000 SUPPORTING SCIENCE IN VENEZUELA THROUGH THE LATIN AMERICAN ACADEMY OF SCIENCE 15,988   4/20/2021 2021-04-20 WE RECEIVED AN INTERIM FINANCIAL REPORT ON 4/20/2021 AND GRANTEE WAS GRANTED AN EXTENSION THROUGH 4/30/2022. WE EXPECT TO RECEIVE ANOTHER FULL FINANCIAL AND NARRATIVE AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT.
    FUNDACION INSTITUTO DE BIOLOGIA Y MEDICINA EXPERIMENTAL - IBYME
     
    VUELTA DE OBLIGADO 2490 C1428
    BUENOS AIRES    
    AR
    2020-04-07 12,000 CAPITALIZING ON GLYCOMICS FOR THE DESIGN OF A NOVEL THERAPEUTIC STRATEGY IN MULTIPLE SCLEROSIS 11,975   4/20/2021 2021-04-20 WE RECEIVED AN INTERIM FINANCIAL REPORT ON 4/20/21 AND EXPECT THE FINAL REPORT BY 5/31/21. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY FUNDS FROM THE PURPOSE OF THE GRANT.
    UNIVERSITY CLAUDE BERNARD LYON FRANCE
     
    43 BOULEVARD DU 11 NOVEMBRE 1918
    VILLEURBANNE   69622
    FR
    2020-04-17 82,000 "FRANCE-USA RESEARCH PROGRAM: 82,000   4/25/2021 2021-04-25 THE REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2020 FOR THE PURPOSE OF THE GRANT. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT.
    UNIVERSITY OF ST ANDREW'S
     
    ST ANDREWS FIFE
    ST ANDREWS    
    UK
    2020-05-01 12,000 ADVANCING SOUND AS AN ESSENTIAL OCEAN VARIABLE IN GLOBAL OBSERVING         A FORMAL STATEMENT OF AMOUNTS EXPENDED HAS NOT BEEN PROVIDED TO THE LOUNSBERY FOUNDATION AS REPORT IS NOT DUE YET FROM THE GRANTEE. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY FUNDS FROM THE PURPOSE OF THE GRANT.
    INDIAN INSTITUTE OF TECHNOLOGY TIRUPATI
     
    RENIGUNTA ROAD POST SETTIPALLI
    TIRUPATI
    ANDHRA PRADESH   517506
    IN
    2020-05-05 12,000 SURVIVECOVID-19++ - A GAME FOR IMPROVING AWARENESS OF SOCIAL DISTANCING NAD HEALTH MEAUSRES FOR COVID-19 PANDEMIC         A FORMAL STATEMENT OF AMOUNTS EXPENDED HAS NOT BEEN PROVIDED TO THE LOUNSBERY FOUNDATION AS REPORT IS NOT DUE YET FROM THE GRANTEE. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY FUNDS FROM THE PURPOSE OF THE GRANT.
    UNIV OF BUENOS AIRES ARGENTINA & NATL RESEARCH COUNCIL OF ARGETINA
     
    CIUDAD UNIVERSITARIA - PABELLON
    IFIBYNE C1428EHA
    BUENOS AIRES    
    AR
    2020-05-07 70,000 EPIGENETICS IN THE ALTERNATIVE SPLICING STRATEGY TO CURE SPINAL MUSCULAR ATROPHY 19,453   3/25/2021 2021-03-25 WE RECEIVED AN INTERIM FINANCIAL REPORT ON 3/25/2021 AND GRANTEE WAS GRANTED AN EXTENSION THROUGH 3/31/2022. WE EXPECT TO RECEIVE ANOTHER FULL FINANCIAL AND NARRATIVE AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT.
    ECOLE NORMALE SUPERIEURE DE LYON (ENS DE LYON)
     
    15 PARVIS RENE DESCARTES BP7000
    LYON   69342
    FR
    2020-05-29 115,000 ENLIGHTENED PRINCE TO ENLIGHTENED DESPOT: FROM MOTESQUIEU TO CATHERINE III 5,810   4/07/2021 2021-04-07 WE RECEIVED AN INTERIM FINANCIAL REPORT ON 4/07/2021 AND GRANTEE WAS GRANTED AN EXTENSION THROUGH 4/07/2022. WE EXPECT TO RECEIVE ANOTHER FULL FINANCIAL AND NARRATIVE AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT.
    STIFTUNG PREUBISCHE KULTURBESITZ
     
    VON-DER-HEYDT-STR 16-18
    BERLIN   10785
    GM
    2020-07-17 50,000 GERMAN, FRENCH, AMERICAN COLLABORATION: ARTIST AND RESEARCHER IN THE COLLECTION 15,106   4/07/2021 2021-04-07 WE RECEIVED A PROGRESS REPORT ON 4/7/2021. A FORMAL STATEMENT OF AMOUNTS EXPENDED IS NOT DUE UNTIL 7/31/2021 AND WE EXPECT TO RECEIVE THE FINAL REPORT AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT. THIS WAS PAYMENT 1 OF 2.
    ACADEMIE DES SCIENCES
     
    23 QUAI DE CONTI 75006
    PARIS    
    FR
    2020-10-21 130,000 RICHARD LOUNSBERY AWARD (AWARDED IN ALTERNATING YEARS IN FRANCE OR U.S. FOR 40+ YEARS) 130,000   10/21/2020 2020-10-21 THE REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2019 FOR THE PURPOSE OF THE GRANT. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT.
    MAX WEBER FOUNDATION - GERMAN HUMANITIES INSTITUTES ABROAD
     
    REPRESENTATION IN MOSKAU U
    VORONZOVSKAJA
    MOSCOW   109044
    RS
    2020-11-06 64,360 RESEARCH ON THE LANGUAGES OF DIPLOMACY IN THE EIGHTEENTH-CENTURY WORLD         A FORMAL STATEMENT OF AMOUNTS EXPENDED HAS NOT BEEN PROVIDED TO THE LOUNSBERY FOUNDATION AS REPORT IS NOT DUE YET FROM THE GRANTEE. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY FUNDS FROM THE PURPOSE OF THE GRANT.
    STIFTUNG PREUBISCHE KULTURBESITZ
     
    VON-DER-HEYDT-STR 16-18
    BERLIN   10785
    GM
    2020-12-07 34,650 GERMAN, FRENCH, AMERICAN COLLABORATION: ARTIST AND RESEARCHER IN THE COLLECTION 0   4/07/2021 2021-04-07 WE RECEIVED A INTERIM FINANCIAL REPORT ON 4/7/2021. A FORMAL STATEMENT OF AMOUNTS EXPENDED IS NOT DUE UNTIL 7/31/2021 AND WE EXPECT TO RECEIVE THE FINAL REPORT AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT.THIS WAS PAYMENT 2 OF 2.
    PARTNERSHIP FOR OBSERVATION OF THE GLOBAL OCEANS
     
    PLYMOUTH MARINE LABORATORY PROSPECT
    PLACE
    PLYMOUTH   PL1 3DH
    UK
    2020-12-17 100,000 COLLECT - CITIZEN OBSERVATION OF LOCAL LITTER IN COASTAL ECOSYSTEMS 100,000       A FORMAL STATEMENT OF AMOUNTS EXPENDED HAS NOT BEEN PROVIDED TO THE LOUNSBERY FOUNDATION AS REPORT IS NOT DUE YET FROM THE GRANTEE. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY FUNDS FROM THE PURPOSE OF THE GRANT.
    CURTIN UNIVERSITY
     
    CENTRE FOR MARINE SCIENCE AND
    TECHNOLOGY KENT STREET BENTLEY WA 6
    PERTH    
    AS
    2020-12-17 12,000 EXPLORING ANIMAL BEHAVIOR THROUGH SOUND         A FORMAL STATEMENT OF AMOUNTS EXPENDED HAS NOT BEEN PROVIDED TO THE LOUNSBERY FOUNDATION AS REPORT IS NOT DUE YET FROM THE GRANTEE. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY FUNDS FROM THE PURPOSE OF THE GRANT.

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    RICHARD LOUNSBERY FOUNDATION INC
    EIN:
    13-6081860
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AT&T INC B/E 04.350% 030129 DTD021919 CALL@MW+30BP 255,485 280,275
    BANK OF AMER CORP 03.458% 031525 DTD031519 FC091519 CALL@MW+20BP 133,116 141,543
    BANK OF AMER CORP NTS 02.881% 042423 DTD042417 FC102417 CALL@MW+20BP 133,956 139,309
    BOOKING HLDGS INC NTS 04.500% 041327 DTD041320 CALL@MW+50BP 257,076 285,443
    BROADCOM CRP / CAYMN FI 03.625% 011524 DTD011518 FC071518 CALL@MW+25BP 139,760 140,512
    CHARTER COMM OPT LLC/CAP 04.908% 072325 DTD072316 FC012317 CALL@MW+40BP 138,917 139,374
    CHENIERE CORP CHRISTI HD 05.875% 131,567 139,654
    CITIGROUP INC NTS B/E 01.620% 137,457 137,310
    ENERGY TRANSFER OPERATNG 05.500% 138,868 147,125
    GOLDMAN SACHS GROUP INC 02.905% 133,469 140,216
    HOLLYFRONTIER CORP B/E 05.875% 262,913 279,175
    JPMORGAN CHASE & CO NTS 03.559% 264,208 278,676
    MORGAN STANLEY 01.617% 110,461 112,089
    WELLS FARGO & CO NTS B/E 01.444% 142,245 142,212
    WELLS FARGO & CO NTS B/E 01.654% 060224 DTD060220 FC120220 CALL@MW+25BP 135,822 138,764
    MYLAN NV NTS B/E 03.950% 061526 DTD121516 FC061517 CALL@MW+35BP 138,307 143,016

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    RICHARD LOUNSBERY FOUNDATION INC
    EIN:
    13-6081860
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS 197,226 263,317
    ACCENTURE PLC IRELAND CL A 180,959 295,951
    ACUSHNET HLDGS CORP 43,120 64,945
    ADOBE INC. (DELAWARE) 55,601 229,055
    AECOM 12,815 12,843
    ALEXION PHARMACEUTICALS INC 31,943 40,466
    ALIGN TECHNOLOGY INC 34,249 100,463
    ALLEGHANY CORP DEL NEW 32,397 32,599
    ALLSTATE CORP 25,478 28,362
    ALLY FINANCIAL INC 23,680 28,564
    ALPHABET INC CL A 31,696 70,106
    ALPHABET INC CL C 106,258 225,993
    AMERICAN INTL GROUP INC COM NEW 94,670 96,429
    AMERISOURCEBERGEN CORP 27,525 26,004
    ANNALY CAPITAL MANAGEMENT INC REIT 27,586 30,065
    APTARGROUP INC 9,205 24,093
    ARAMARK HOLDINGS CORP 11,923 13,122
    ARCHER DANIELS MIDLAND CO 27,824 31,809
    ARTISAN PARTNERS ASSET MGMT INC 21,580 41,178
    ASPEN TECHNOLOGY INC DEL CHANGE IN STATE OF INC 24,448 74,894
    ATRION CORP DELA 32,216 23,763
    AUTODESK INC 83,200 150,838
    BAKER HUGHES CO CL A 18,677 21,204
    BANK OF AMER CORP 49,612 58,074
    BERKSHIRE HATHAWAY INC NEW CL B 65,755 72,807
    BOOKING HLDGS INC 39,727 46,773
    BORGWARNER INC 38,967 39,876
    CARNIVAL CORP NEW (PAIRED STOCK) 10,997 14,166
    CARRIER GLOBAL CORP 17,163 25,876
    CATERPILLAR INC 24,068 27,667
    CDK GLOBAL INC COM 21,521 23,583
    CENTENE CORP 25,414 23,172
    CENTERPOINT ENERGY INC (HLDGS CO) 18,835 17,485
    CHARTER COMMUNICATIONS INC NEW CL A 31,057 44,324
    CHEVRON CORP 51,160 45,772
    CIT GROUP INC 22,473 23,550
    COGNIZANT TECH SOLUTIONS CRP 38,271 45,974
    COMCAST CORP NEW CL A 29,284 38,252
    CORTEVA INC 26,699 28,188
    DEERE AND CO 8,956 11,031
    DISCOVERY INC SER C 15,628 18,385
    DISH NETWORK CORP CL A 26,033 25,322
    DOLLAR GEN CORP NEW 42,034 98,210
    DOLLAR TREE INC 32,795 36,626
    DOMINION ENERGY INC 21,808 20,379
    DONALDSON CO INC 13,354 25,090
    DRIL-QUIP INC 33,271 21,919
    EBAY INC 16,272 16,884
    EMCOR GROUP INC 58,878 76,643
    EQT CORP 12,649 10,943
    EQUITABLE HLDGS INC 4,024 4,120
    EURONET WORLDWIDE INC 14,890 17,101
    FACEBOOK INC CL A 163,573 291,462
    FACTSET RESH SYSTEMS INC 25,549 56,525
    FIDELITY NATIONAL FINANCIAL IN COM 43,144 48,081
    FIDELITY NATL INFORMATION SVCS 33,754 41,589
    FIRST HAWAIIAN INC 75,880 74,890
    FIRST REP BANK 28,013 36,292
    FIRSTENERGY CORP 12,243 13,285
    FLEETCOR TECHNOLOGIES INC 16,014 16,915
    FLIR SYSTEMS INC 10,907 12,711
    FOX CORP CL A 23,758 25,043
    FTI CONSULTING INC 66,791 72,841
    GAMING & LEISURE PPTYS INC REIT 22,084 22,599
    GARTNER INC 52,187 79,614
    GENERAL MOTORS CO 39,893 42,639
    GILEAD SCIENCES INC 22,768 20,274
    GRACO INC 34,297 82,985
    HANESBRANDS INC 31,467 29,860
    HARTFORD FINCL SERVICES GROUP INC 35,639 39,478
    HENRY JACK & ASSOC INC 5,701 32,398
    HOLLYFRONTIER CORP COM 17,094 19,232
    HONEYWELL INTL INC 24,222 33,394
    HUMANA INC 36,368 41,437
    HUNTINGTON INGALLS INDS INC 16,082 17,048
    IAC/INTERACTIVECORP 23,222 31,243
    ILLUMINA INC 59,867 72,520
    INGREDION INC COM 3,958 4,012
    INTUITIVE SURGICAL INC NEW 61,598 68,720
    JBG SMITH PPTYS SBI 27,006 27,799
    JPMORGAN CHASE & CO 22,955 29,989
    KIMBERLY CLARK CORP 40,417 42,202
    KKR & CO INC CL A 48,298 61,018
    KRAFT HEINZ CO/THE 20,716 22,564
    L3 HARRIS TECHNOLOGIES INC 25,606 26,274
    LABORATORY CORP AMER HLDGS NEW 13,464 13,638
    LEIDOS HLDGS INC 16,939 18,081
    LIBERTY BROADBAND CORP SER C 25,606 26,131
    LIBERTY SIRIUS GROUP SER C 26,434 27,890
    LKQ CORP NEW 32,801 32,667
    LOEWS CORP 38,155 40,833
    LULULEMON ATHLETICA INC 48,329 66,474
    MANHATTAN ASSOC INC 31,970 62,477
    MARKEL CORP (HOLDING CO) 11,033 11,366
    MARSH & MCLENNAN COS INC 27,395 33,111
    MASTERCARD INC CL A 65,782 158,124
    MERCADOLIBRE INC 73,164 142,394
    METLIFE INC 32,791 32,489
    METTLER-TOLEDO INTL 41,370 58,124
    MICROSOFT CORP 106,451 259,119
    MOELIS & CO CL A 43,822 49,612
    MOLSON COORS BEVERAGE CO CL B 40,873 42,343
    MONDELEZ INTL INC 60,986 65,194
    MORGAN STANLEY 26,062 39,062
    MOSAIC CO 19,939 23,792
    MSCI INC 33,080 65,640
    NCR CORP NEW 21,793 31,747
    NEWS CORP NEW CL A 21,023 21,798
    NIKE INC CL B 28,024 76,960
    NISOURCE INC 26,300 25,716
    NVR INC 41,536 48,958
    O REILLY AUTOMOTIVE INC 22,044 23,534
    OGE ENERGY CORP 36,258 34,759
    PARKER HANNIFIN CORP 28,948 44,130
    PAYPAL HOLDINGS INC 54,778 140,520
    PEPSICO INC 56,984 66,587
    PFIZER INC 38,940 45,976
    PHILIP MORRIS INTL INC 10,994 11,673
    POOL CORP 31,204 103,183
    POST HLDGS INC 43,554 46,162
    PRICESMART INC 35,268 39,624
    PRIMERICA INC 32,189 80,760
    PROCTER & GAMBLE CO 52,886 62,891
    PUBLIC STORAGE REIT 24,459 26,326
    QORVO INC 7,990 8,812
    RBC BEARINGS INC 7,730 42,253
    REGENERON PHARMACEUTICLS INC 61,182 77,781
    RESMED INC 58,784 83,324
    RLI CORP 23,087 40,619
    ROSS STORES INC 8,041 9,088
    SALESFORCE.COM INC 97,693 127,510
    SCHWAB CHARLES CORP NEW 48,911 61,526
    SCIENCE APPLICATIONS INTE 7,727 8,139
    SEALED AIR CORP NEW 15,490 16,210
    SERVICENOW INC 78,781 146,965
    SHERWIN WILLIAMS CO 20,404 24,987
    SIMPSON MANUFACTURING CO INC DELA 44,526 58,967
    SOUTHERN COPPER CORP 8,326 9,703
    SS&C TECHNOLOGIES HLDGS INC COM 22,598 24,444
    STARBUCKS CORP 66,242 114,576
    TELEDYNE TECHNOLOGIES INC 33,434 124,650
    TEXAS INSTRUMENTS 29,693 37,750
    TJX COS INC NEW 35,453 47,257
    TORO CO 42,847 72,078
    TRUIST FINL CORP 34,805 36,283
    UGI CORP NEW 46,235 45,133
    UNITED THERAPEUTICS CORP 16,154 17,911
    UNITEDHEALTH GROUP INC 89,674 98,190
    US FOODS HLDG CORP 22,477 24,816
    VF CORP 36,436 46,548
    VIACOM CBS INC CL B 28,076 32,044
    VIATRIS INC 11,558 13,118
    VISA INC CL A 82,404 188,983
    VISTRA CORP $0.13 34,277 36,253
    VONTIER CORP COM 15,954 17,435
    WALT DISNEY CO (HOLDING CO) DISNEY COM 51,153 75,914
    WATTS WATER TECHNOLOGIES INC CL A 52,523 63,771
    WEYERHAEUSER CO 26,828 31,786
    WILLIAMS COS INC (DEL) 23,169 22,837
    ZOETIS INC 69,869 147,130
    AAC ACOUSTIC TECHNOLOGIES HOLDINGS INC ADR 5,965 5,842
    ADIDAS AG SPON ADR 19,074 28,912
    ADYEN N V ADR 76,369 124,120
    AERCAP HOLDINGS NV SHS EUR 26,254 31,724
    AFYA LTD CL A 10,579 9,715
    AIA GROUP LTD SPON ADR 145,102 200,205
    AIR LIQUIDE ADR FRANCE ADR 10,358 15,393
    AKZO NOBEL NV SPON ADR 43,338 45,147
    ALCON INC CHF 112,534 118,830
    ALFA LAVAL AB SWEDEN ADR 12,005 19,120
    ALIBABA GROUP HLDG LTD SPON ADR 87,126 82,852
    ALLIANZ SE ADR 31,458 40,894
    AMADEUS IT GROUP UNSPONSORED ADR 59,844 59,736
    AMBEV SA SPON ADR 21,154 18,614
    ANGLO AMERN PLC SPON ADR 8,530 10,114
    ANHUI CONCH CEM CO LTD ADR 19,206 17,225
    AON PLC CL A 36,320 37,606
    ARCH CAPITAL GROUP LTD (BERMUDA) 32,740 35,168
    ARCO PLATFORM LTD CL A 5,376 4,756
    ARCOS DORADOS HOLDINGS INC CL A 6,278 6,559
    ASHTEAD GROUP PLC ORD UNSPONSORED ADR 48,802 54,197
    ASM PAC TECHNOLOGY LTD ADR 5,828 6,904
    ASML HLDG NV SPON ADR 54,073 103,397
    ASSA ABLOY AB ADR 38,579 38,327
    ATLAS COPCO AB NEW REPSTG COM SER A SPON ADR 71,877 112,785
    AUTOHOME INC SPON ADR 36,093 109,781
    AXALTA COATING SYS LTD 16,910 17,416
    BANCO BILBAO VIZCAYA ARGENTARIA S.A. SPON ADR 32,474 25,683
    BANCO BRADESCO S.A. NEW SPON ADR 17,573 20,288
    BANCO DO BRASIL S A SPON ADR 6,521 6,323
    BANCO LATINOAMERICANO DE COMERCIO EXTERIOR, S.A ORD 10,823 11,999
    BAOZUN INC SPON ADR 5,515 4,603
    BROOKFIELD ASSET MANAGEMENT INC LTD VTG SHS CL A CAD 50,959 55,054
    BUNGE LIMITED 12,423 13,313
    CAMECO CORP CANADA CAD 13,602 18,358
    CANADIAN PAC RAILWAY LTD CAD 53,995 91,873
    CDN NATL RAILWAY CO CAD 11,138 16,368
    CHECK POINT SOFTWARE TECH LTD ILS 27,012 37,746
    CHINA CONSTR BK CORP ADR 9,743 9,463
    CHINA OVERSEAS LD & INVT LTD ADR 4,901 4,029
    CHUGAI PHARMACEUTICAL LTD ADR 14,881 37,187
    CLOSE BROS GROUP 25 P ORD ADR 27,431 29,970
    COCA COLA EUROPEAN PARTNERS EUR 29,754 35,977
    COMPANHIA BRASILEIRA DE DISTRI SPON ADR 6,582 6,573
    COMPASS GROUP PLC SPON ADR 33,136 33,995
    CREDICORP LTD 50,115 63,476
    CSL LTD SPON ADR 60,374 95,280
    DASSAULT SYSTEMS S A SPON ADR 79,385 104,890
    DBS GROUP HLDGS LTD. SPON ADR 61,185 75,746
    DIAGEO PLC NEW GB SPON ADR 24,868 25,410
    DR REDDY`S LABS LTD ADR 12,358 13,830
    DSV PANALPINA A/S ADR 52,209 77,382
    EMBRAER S A SPON ADR 6,987 8,070
    ENEL AMERICAS SA SPON ADR 4,976 5,392
    ENEL CHILE SA SPON ADR 6,575 7,146
    EPIROC AKTIEBOLAG ADR 12,539 23,416
    ERSTE GROUP BANK AG SPON ADR 22,251 25,044
    EXPERIAN PLC SPON ADR 102,131 123,826
    FANUC CORP ADR 59,226 67,502
    FERRARI N V EUR 35,265 47,281
    FOMENTO ECONOMICO MEXICANO 41,794 39,931
    FUCHS PETROLUB AG UNSPONSORED ADR 5,440 8,268
    GEELY AUTOMOBILE HLDGS LTD ADR 14,206 17,181
    HDFC BANK LTD ADR REPSTG 3 ORD SHS 91,301 123,492
    HEINEKEN NV SPON ADR 43,266 45,175
    ICICI BANK LTD SPON ADR 11,964 22,602
    ICON PLC EUR 24,069 34,706
    IHS MARKIT LTD 44,148 43,478
    IMPALA PLATINUM HLDG LTD SPON ADR 8,779 11,848
    INFINEON TECHNOLOGIES ADR 33,313 80,531
    INFOSYS LTD SPON ADR 14,961 16,747
    ING GROEP N V NL SPON ADR 40,278 42,206
    ITAU UNIBANCO HLDG SA ADR 24,082 25,219
    JAZZ PHARMACEUTICALS PLC 17,275 19,641
    JBS SA SPON ADR 10,655 12,119
    JD COM INC CL A SPON ADR 12,432 12,394
    KB FINL GROUP INC SPON ADR 16,250 15,365
    KDDI CORP ADR 38,011 38,243
    KOMATSU LTD SPON ADR NEW 17,705 24,582
    KUBOTA CORP ADR JAPAN ADR 60,062 73,486
    LINDE PLC EUR 45,599 63,506
    LONZA GROUP AG ADR 81,551 107,142
    LOREAL CO ADR FRANCE ADR 24,552 49,041
    LUKOIL PJSC SPON ADR 36,250 34,043
    LVMH MOET HENNESSY LOUIS NEW ADR 97,624 140,820
    MAGNA INTL INC CL A SUB VTG CANADA ORD CAD 39,845 46,870
    MARUI LTD ADR NEW JAPAN ADR 30,631 27,205
    MEDTRONIC PLC 51,943 59,741
    MEITUAN ADR 22,977 21,937
    MICHELIN COMPAGNIE GENERALE ADR 28,150 28,266
    MMC NORILSK NICKEL PJSC SPON ADR 10,153 11,836
    MOBILE TELESYSTEMS PJSC SPON ADR 7,679 8,180
    NESTLE S A SPONSORED ADR REPSTG REG SHS SWITZ ADR 76,862 101,072
    NETEASE INC SPON ADR 10,817 11,875
    NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC SPON ADR 16,085 17,095
    NIDEC CORP ADR 55,391 63,337
    NITORI HLDGS CO LTD ADR 10,288 15,800
    NOVARTIS AG SPON ADR 31,544 34,373
    NOVOZYMES A/S ADR 11,711 12,898
    OTSUKA HLDGS CO LTD UNSPONSORED ADR 30,534 31,631
    PAGSEGURO DIGITAL LTD CL A 13,860 17,803
    PERNOD RICARD SA ADR 40,824 44,678
    PETROLEO BRASILEIRO SA SPON ADR 11,238 14,161
    PING AN INSURANCE (GROUP) CO OF CHINA LTD REPSTG 20 H SHS SPON 41,841 47,310
    RECKITT BENCKISER PLC SPON ADR 32,955 32,544
    RENTOKIL INITIAL PLC SPON ADR 43,009 43,254
    RIGHTMOVE PLC ADR 61,767 88,122
    RIO TINTO PLC SPON ADR 25,362 36,181
    ROCHE HLDG LTD SPONS ADR SWITZ ADR 31,917 45,287
    ROYAL DUTCH SHELL PLC ADS REPSTG 2 CL B ORD SHS SPON ADR 24,453 17,276
    SAFRAN SA ADR 42,464 43,580
    SAP SE SPON ADR 38,235 53,330
    SBERBANK SPON ADR 13,090 14,413
    SCHNEIDER ELEC SE UNSPONSORED ADR 25,721 39,864
    SEA LTD ADR 7,837 8,957
    SGS SA ADR UNSPONSORED 13,980 16,893
    SHINHAN FINANCIAL HLDG CO SPON ADR 14,709 14,553
    SHIONOGI & CO LTD ADR 13,815 12,385
    SHOPIFY INC CL A 29,913 63,389
    SIKA AG UNSPONSORED ADR 42,836 55,440
    SILICON MOTION TECHNOLOGY CORP ADS ADR 8,313 10,593
    SK TELECOM CO LTD ADR 14,156 14,933
    SMITH & NEPHEW PLC NEW SPON ADR 53,708 51,532
    SONOVA HLDG AG ADR 13,101 24,689
    SONY CORP ADR NEW JAPAN ADR 60,789 68,445
    STERIS PLC 42,586 53,640
    SUNNY OPTICAL TECH UNSPONSORED ADR 17,865 19,072
    SUZANO SA SPON ADR 7,845 9,369
    SYMRISE AG ADR 49,847 66,197
    SYSMEX CORP UNSPONSORED ADR 15,164 31,398
    TAIWAN SEMICONDUCTOR MFG CO LTD ADR 154,428 290,810
    TECHTRONIC INDS SPON ADR HONG KONG 25,103 27,188
    TENCENT HLDGS LTD ADR 151,408 172,464
    TENCENT MUSIC ENTMT GROUP SPON ADR 6,203 7,350
    TOTAL SE SPON ADR 27,715 28,960
    UBS GROUP AG CHF 28,167 28,938
    UNICHARM CORP SPON ADR 25,607 36,557
    UNILEVER PLC AMER SHS NEW SPON 60,889 67,362
    VALE SA-SP SPON ADR 11,641 16,140
    WNS HOLDINGS LTD SPON ADR 14,962 15,923
    WOORI FINANCIAL GROUP INC 10,404 10,596
    WUXI BIOLOGICS CAYMAN INC ADR 12,312 14,260
    XIAOMI CORP ADR 7,157 9,789
    YANDEX N V CL A EUR 6,573 14,333
    ZTO EXPRESS CAYMAN INC SPON 21,853 19,391

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    RICHARD LOUNSBERY FOUNDATION INC
    EIN:
    13-6081860
    US Government Securities - End of Year Book Value:

    2,767,731
    US Government Securities - End of Year Fair Market Value:

    2,797,615
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    RICHARD LOUNSBERY FOUNDATION INC
    EIN:
    13-6081860
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    VANGUARD STAR FUND AT COST 6,669,605 6,969,073

    TY 2020 LandEtcSchedule2
    Name:
    RICHARD LOUNSBERY FOUNDATION INC
    EIN:
    13-6081860
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    COMPUTERS 3,745 3,745 0  
    COMPUTER 1,863 1,863 0  
    FURNITURE 4,375 4,375 0  
    FURNITURE 607 605 2  
    COMPUTER 1,745 873 872  


    TY 2020 LegalFeesSchedule
    Name:
    RICHARD LOUNSBERY FOUNDATION INC
    EIN:
    13-6081860
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PATTERSON, BELKNAP, WEBB & TYLER 3,267 0   3,267


    TY 2020 OtherExpensesSchedule
    Name:
    RICHARD LOUNSBERY FOUNDATION INC
    EIN:
    13-6081860
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE STATIONERY AND SUPPLIES 23,731 2,373   21,358
    TELEPHONE 4,424 442   3,982
    MEMBERSHIP DUES 1,000 0   1,000
    COMPUTER SERVICES 6,227 623   5,604
    INSURANCE 3,524 352   3,172
    POSTAGE AND MESSENGER 1,456 146   1,310
    PAYROLL FEES 3,471 347   3,124
    OTHER 180 18   162
    FILING FEE 750 0   750


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    RICHARD LOUNSBERY FOUNDATION INC
    EIN:
    13-6081860
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BUCK GLOBAL -FINANCIAL CONSULTANT 26,250 26,250   0
    COMMONFUND - INVESTMENT ADVISORS 36,077 36,077   0
    UBS - INVESTMENT ADVISORS 112,273 112,273   0
    BOARD CONSULTANTS 24,599 0   24,599


    TY 2020 TaxesSchedule
    Name:
    RICHARD LOUNSBERY FOUNDATION INC
    EIN:
    13-6081860
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX BASED ON INVESTMENT INCOME 5,000 0   0