Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$25,257,190J 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) 2,224,388
2 Check right arrow.............
3 Interest on savings and temporary cash investments 50 50  
4 Dividends and interest from securities... 607,621 607,621  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 111,906
b Gross sales price for all assets on line 6a 4,436,409
7 Capital gain net income (from Part IV, line 2)... 111,906
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)....... Click to see attachment
List of Attached Documents:
// Content
25,000 0  
12 Total. Add lines 1 through 11........ 2,968,965 719,577  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 332,090 33,209   298,881
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 34,966 3,497   31,469
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
2,593 0   2,593
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
16,162 8,081   8,081
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
180,813 152,533   28,280
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
7,000 0   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
176 0  
20 Occupancy.............. 14,128 1,413   12,715
21 Travel, conferences, and meetings....... 39,162 0   39,162
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
25,950 2,423   23,527
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 653,040 201,156   444,708
25 Contributions, gifts, grants paid....... 3,882,800 3,882,800
26 Total expenses and disbursements. Add lines 24 and 25 4,535,840 201,156   4,327,508
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,566,875
b Net investment income (if negative, enter -0-) 518,421
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 127,696 70,703 70,703
2 Savings and temporary cash investments......... 674,419 508,905 508,905
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 2,600,506 Click to see attachment
List of Attached Documents:
// Content
2,578,602 		2,380,726
b Investments—corporate stock (attach schedule)....... 12,112,107 Click to see attachment
List of Attached Documents:
// Content
11,638,196 		14,671,335
c Investments—corporate bonds (attach schedule)....... 2,557,132 Click to see attachment
List of Attached Documents:
// Content
2,100,264 		1,995,420
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 6,536,423 Click to see attachment
List of Attached Documents:
// Content
6,144,914 		5,630,101
14 Land, buildings, and equipment: basis right arrow2,352
Less: accumulated depreciation (attach schedule) right arrow2,352 176 Click to see attachment
List of Attached Documents:
// Content
0 		0
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 24,608,459 23,041,584 25,257,190
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 24,608,459 23,041,584
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 24,608,459 23,041,584
30 Total liabilities and net assets/fund balances (see instructions). 24,608,459 23,041,584
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
24,608,459
2
Enter amount from Part I, line 27a .....................
2
-1,566,875
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
23,041,584
5
Decreases not included in line 2 (itemize) right arrow
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
23,041,584
Form 990-PF (2023)
Form 990-PF (2023)
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 4,436,409   4,324,503 111,906
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       111,906
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 2 111,906
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
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 right arrow 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) 1 7,206
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 7,206
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 7,206
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 7,016
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 7,016
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 190
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowWWW.RLOUNSBERY.ORG
14
The books are in care ofright arrowELIZABETH HOLLEMAN BROWN Telephone no.right arrow (202) 872-8080

Located atright arrow601 13TH STREET NW 1030NWASHINGTONDC ZIP+4right arrow20005
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JESSE H AUSUBEL CHAIRMAN
8.00 		55,000 0 0
601 13TH STREET NW 1030N
WASHINGTON,DC20005
DAVID D SABATINI VICE CHAIRMAN
2.00 		22,000 0 0
601 13TH STREET NW 1030N
WASHINGTON,DC20005
JUNE YEARWOOD TREASURER
2.00 		0 0 0
601 13TH STREET NW 1030N
WASHINGTON,DC20005
MAXMILLIAN ANGERHOLZER III DIRECTOR
2.00 		22,000 0 0
601 13TH STREET NW 1030N
WASHINGTON,DC20005
CATHERINE DULAC DIRECTOR
2.00 		22,000 0 0
601 13TH STREET NW 1030N
WASHINGTON,DC20005
ROSE E GOTTEMOELLER DIRECTOR
2.00 		22,000 0 0
601 13TH STREET NW 1030N
WASHINGTON,DC20005
CLAIRE E MAX DIRECTOR
2.00 		22,000 0 0
601 13TH STREET NW 1030N
WASHINGTON,DC20005
RICHARD J MCHENRY DIRECTOR
2.00 		22,000 0 0
601 13TH STREET NW 1030N
WASHINGTON,DC20005
MICHAEL J SHELLEY DIRECTOR
2.00 		11,000 0 0
601 13TH STREET NW 1030N
WASHINGTON,DC20005
ELIZABETH HOLLEMAN BROWN EXECUTIVE DIRECTOR & CORPORATE SCTY
40.00 		134,090 24,136 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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
UBS INVESTMENT ADVISORY 129,233
299 PARK AVENUE 25TH FL
NEW YORK,NY10171
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
23,738,270
b
Average of monthly cash balances.......................
1b
498,371
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
24,236,641
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
24,236,641
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
363,550
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
23,873,091
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,193,655
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,193,655
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
7,206
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,206
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,186,449
4
Recoveries of amounts treated as qualifying distributions................
4
25,000
5
Add lines 3 and 4............................
5
1,211,449
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 XII, line 1 ...
7
1,211,449
Part XI
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
4,327,508
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
4,327,508
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,211,449
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020...... 397,789
d From 2021......  
e From 2022...... 355,985
f Total of lines 3a through e ........ 753,774
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 4,327,508
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		Click to see attachment
List of Attached Documents:
// Content
2,224,388
d Applied to 2023 distributable amount..... 1,211,449
e Remaining amount distributed out of corpus 891,671
5 Excess distributions carryover applied to 2023. 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 3,869,833
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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) ....... 		2,224,388
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,645,445
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020.... 397,789
c Excess from 2021....  
d Excess from 2022.... 355,985
e Excess from 2023.... 891,671
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ACADEMIE DES SCIENCES

23 QUAI DE CONTI
PARIS   75270
FR 		NONE NC RICHARD LOUNSBERY FRENCH-AMERICAN SCIENTIFIC SYMPOSIUM 2024 AND ALUMNI NETWORK 130,000

ACADEMY OF FINE ARTS VIENNA

AUGASSE 2-6
VIENNA   1090
AU 		NONE NC EXPLORING THE FEASIBILITY OF WHOLE GENOME AMPLIFICATION (WGA) FOR RECOVERING ANCIENT DNA 15,000

AFRICAN DIASPORA SCIENTISTS FEDERATION

627 CANAL VIEW DRIVE APARTMENT H
INDIANAPOLIS,IN46202 		NONE PC MOBILIZING DIASPORA SCIENTISTS TO CONTRIBUTE TO TRAINING OF AFRICAN STUDENTS IN SCIENCE 135,000

AMERICAN MUSEUM OF NATURAL HISTORY

CENTRAL PARK WEST AT 79TH ST
NEW YORK,NY10024 		NONE PC COSMIC VIEW OF LIFE ON EARTH, PART 2 183,013

ASSOCIATION DE MEJAN

PASSAGE NINA-BERBEROVA
ARLES   1200
FR 		NONE NC THE STARRY WALK - WRITING PROJECT INSPIRED BY A 6 WEEK WALKING AND DRIVING ADVENTURE UNDER THE SKY OF CALIFORNIA TO EDUCATE THE PUBLIC ABOUT THE DANGERS OF LIGHT POLLUTION 47,231

AUTHORS ALLIANCE

2705 WEBSTER STREET 5085
BERKELEY,CA94705 		NONE PC PREVENTING DIGITAL OBSCURITY BY LOWERING LEGAL OBSTACLES TO STEM PUBLICATIONS 123,733

BROOKLYN WORKFORCE INNOVATIONS

621 DEGRAW STREET
BROOKLYN,NY11217 		NONE PC ECONOMIC RECOVERY THROUGH JOB SKILLS TRAINING 5,000

CANDID

PO BOX 22799
NEW YORK,NY10087 		NONE PC GENERAL OPERATING SUPPORT 4,500

CENTER FOR THE STUDY OF THE PRESIDENCY & CONGRESS

601 13TH STREET NW SUITE 1050N
WASHINGTON,DC20005 		NONE PC U.S. QUARTER MILLENNIAL PROJECT 15,000

CENTER FOR MARITIME RESEARCH AND EXPERIMENTATION NATO SCIENCE AND TECH ORG

VIALE SAN BARTOLOMEO 400
LA SPEZIA   19126
IT 		NONE NC EMPOWERING NATO TO HELP MAINTAIN ITS MILITARY AND TECHNOLOGICAL EDGE TO FACE CURRENT AND FUTURE SECURITY CHALLENGES 300,000

PHILADELPHIA AREA CENTER FOR HISTORY OF SCIENCECONSORTIUM FOR HISTORY

431 CHESTNUT STREET
PHILADELPHIA,PA19106 		NONE PC EXPANDING AN ONLINE GLOBAL COMMUNITY OF SCHOLARS OF HISTORY OF SCIENCE, TECHNOLOGY AND MEDICINE 50,000

CORNELL UNIVERSITY

159 SAPSUCKER WOODS ROAD
ITHACA,NY14850 		NONE PC BUILDING A GLOBALLY SYNCHRONIZED PASSIVE ACOUSTIC MONITORING EXPERIMENT 165,000

COUNCIL ON FOUNDATIONS

1255 23RD STREET NW SUITE 200
WASHINGTON,DC20037 		NONE PC GENERAL OPERATING SUPPORT 5,000

CRDF GLOBAL INC

1776 WILSON BLVD SUITE 300
ARLINGTON,VA22209 		NONE PC PRESERVATION OF THE COLLECTION OF INCUNABULA OF THE VASYL STEFANYK LVIV NATIONAL SCIENTIFIC LIBRARY OF UKRAINE 110,000

CURTIN UNIVERSITY SCHOOL OF EARTH AND PLANETARY SCIENCES

KENT STREET
BENTLEY,WESTERN AUSTRALIA6102
AS 		NONE NC EXPLORING ANIMAL BEHAVIOR THROUGH SOUND: VOL. 2 - APPLICATIONS 15,000

D-FI USA

116 WHITNEY RIDGE TERRACE
NORTH HAVEN,CT06473 		NONE PC "D-FI USA: LEADING A SUSTAINABLE NONPROFIT SUPPORTING THE FRENCH"SCIENCE DIASPORA IN THE US" 100,000

DREAMS WITH NO LIMITS

190-11 119TH AVENUE
SAINT ALBANS,NY11412 		NONE PC DREAMS WITH NO LIMITS: SEED FUNDS FOR STEM PROGRAMS FOR NYC MALE YOUTH 100,000

FACE FOUNDATION

972 5TH AVENUE
NEW YORK,NY10065 		NONE PC TRANSATLANTIC RESEARCH PARTNERSHIP TO SUPPORT COLLABORATION BETWEEN EARLY CAREER RESEARCHERS IN THE US AND FRANCE 110,000

FEDERATION OF AMERICAN SCIENTISTS

1112 16TH STREET NW SUITE 400
WASHINGTON,DC20036 		NONE PC TRILATERAL NATO WORKING GROUP ON FUTURE OF ARMS CONTROL 133,490

FACULTAD DE MEDICINA

UNIVERSIDAD DE LA REPUBLICA
MONTEVIDEO    
UY 		NONE NC SUPPORTING A LABORATORY IN URUGUAY: CYTOCHROME C IN CELLS - NEW ASPECTS OF AN OLD PROTEIN 15,000

GLOBAL ZERO

1835 7TH STREET 105
WASHINGTON,DC20001 		NONE PC ENHANCED TRANSATLANTIC NUCLEAR DIALOGUES AND COORDINATION 9,493

GRADUATE THEOLOGICAL UNION

2400 RIDGE ROAD
BERKELEY,CA94709 		NONE PC ACCESS BEYOND BORDERS: EXPANDING OPEN-ACCESS RESEARCH THROUGH DIGITIZATION 15,000

INSTITUT JEAN MONNET

29 CHEMIN DU ROCHER MARQUANT
BAZOCHES SUR GUYONNE   78490
FR 		NONE NC SUPPORT FOR THE JEAN MONNET DAY TO PROMOTE SHARED VALUES OF FREEDOM AND DEMOCRACY 15,000

INTERNATIONAL SCIENCE COUNCIL

5 RUE AUGUSTE VACQUERIE
PARIS   75116
FR 		NONE NC TO FOSTER PARTICIPATION OF FRANCOPHONE SCIENTISTS IN POSSIBLE CREATION OF AN ACADEMY OF SCHOLARS OF PACIFIC ISLAND STATES AND TERRITORIES 15,000

INTERNET ARCHIVE

300 FUNSTON AVENUE
SAN FRANCISCO,CA94118 		NONE PC ADVANCING A LIBRARY IN A TIME OF WAR 150,000

JOURNAL OF EMERGING INVESTIGATORS INC

2820 S ALMA SCHOOL ROAD SUITE 18
PMB 2032
CHANDLER,AZ85286 		NONE PC EIRXIV: EMERGING SCIENCE BY EMERGING SCIENTISTS- THE FIRST PREPRINT SERVER FOR PRE-COLLEGE STUDENTS' SCIENTIFIC RESEARCH PAPERS 125,000

MERIDIAN INTERNATIONAL CENTER

1630 CRESCENT PLACE NW
WASHINGTON,DC20009 		NONE PC 2ND ANNUAL WEEK OF WOMEN & GIRLS IN STEM 10,000

NATIONAL ACADEMY OF SCIENCES

500 5TH STREET NW
WASHINGTON,DC20001 		NONE PC THE NATIONAL ACADEMY OF SCIENCES IN THE AMERICAN DEMOCRACY: A HISTORY: 1863-2013 72,400

NATIONAL ACADEMY OF SCIENCES

500 5TH STREET NW
WASHINGTON,DC20001 		NONE PC CONFLICT, SCIENCE DIPLOMACY AND DEVELOPMENT OF EARLY CAREER SCIENTIFIC NETWORKS IN EASTERN EUROPE 150,000

NATIONAL ACADEMY OF SCIENCES

500 5TH STREET NW
WASHINGTON,DC20001 		NONE PC ENGAGING THE STEMM COMMUNITY TO ADDRESS HUMAN RIGHTS CHALLENGES 75,000

NATIONAL ACADEMY OF SCIENCES

500 5TH STREET NW
WASHINGTON,DC20001 		NONE PC RICHARD LOUNSBERY AWARD 84,098

NEW YORK COMMON PANTRY

8 EAST 109TH STREET
NEW YORK,NY10029 		NONE PC NEW YORK COMMON PANTRY FOOD PROGRAMS 7,000

PARTNERSHIP FOR OBSERVATION OF THE GLOBAL OCEANS

PLYMOUTH MARINE LABORATORY PROSPECT
PLACE
PLYMOUTH   PL1 3DH
UK 		NONE NC DEVELOPMENT OF THE OPERATIONAL PLANS FOR THE OCEAN BIOMOLECULAR OBSERVING NETWORK 15,000

PHILANTHROPY ROUNDTABLE

1120 20TH STREET NW SUITE 550 SOUTH
WASHINGTON,DC20037 		NONE PC GENERAL OPERATING SUPPORT 3,000

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

1033 MASSACHUSETTS AVENUE 5TH FLOOR
CAMBRIDGE,MA02138 		NONE PC WHO ARE THE PEOPLE OF EARLY MEDIEVAL FRANCE 200,000

PRINCETON EINSTEIN MUSEUM OF SCIENCE

C/O 26 SYCAMORE PLACE
PRINCETON,NJ08540 		NONE PC ALBERT EINSTEIN AND MAGNETISM EXHIBIT 15,000

RESOURCES USA

3682 KING STREET
ALEXANDRIA,VA22302 		NONE PC U.S. HIGH SCHOOL FRENCH LANGUAGE COMPETITION CELEBRATING 200 YEARS OF FRANCO-AMERICAN FRIENDSHIP 60,000

SCIENTIFIC COMMITTEE ON OCEANIC RESEARCH

210 SOUTH COLLEGE AVENUE UNIV OF
DELAWARE
NEWARK,DE19716 		NONE PC IMPLEMENTATION OF RESULTS AND DISSEMINATION OF FINDINGS OF THE INTERNATIONAL QUIET OCEAN EXPERIMENT 15,000

SEA SEARCH RESEARCH AND CONSERVATION NPC

4 BATH ROAD MUIZENBUERG
CAPE TOWN   7945
SF 		NONE NC MAKING AFRICA HEARD BY GROWING THE AFRICAN BIOACOUSTICS COMMUNITY 80,000

SKYPE A SCIENTIST

2433 E NORRIS STREET
PHILADELPHIA,PA19125 		NONE PC LOWERING BARRIERS TO SCIENCE ACCESS FOR GLOBAL STUDENTS AND PHILADELPHIANS OF ALL AGES 60,000

SMITHSONIAN INSTITUTION

OFFICE OF SPONSORED PROJECTS PO BOX
37012 MCR 1205
WASHINGTON,DC20013 		NONE PC EARTHS HISTORY SMITHSONIAN SCIENCES EDUCATION ACADEMY FOR TEACHERS IN ST. PAUL, MINNESOTA 200,000

SUBMERGED ARCHAEOLOGICAL CONSERVANCY INTERNATIONAL (SACI)

2333 EASTGATE WAY
TALLAHASSEE,FL32308 		NONE PC THE KINGSTON HARBOUR ARCHAEOLOGICAL PROJECT: EXCAVATION OF FRENCH NAVAL FRIGATE JUNON (1780), ST VINCENT AND THE GRENADINES 90,000

TEMPLE RODEF SHALOM

2100 WESTMORELAND STREET
FALLS CHURCH,VA22043 		NONE PC LEVEEN-SHER ENDOWMENT FUND FOR SOCIAL ACTION 2,500

THE CAYUGA BIRD CLUB INC

C/O CORNELL LABORATORY OF ORNITHOLO
Y 159 SAPSUCKER WOODS ROAD
ITHACA,NY14850 		NONE PC THE NEW WORLD OF SENSES- A BOOK ABOUT THE LATEST SCIENCE OF THE SENSES 55,000

THE DOOR

555 BROOME STREET
NEW YORK,NY10009 		NONE PC FRANCOPHONE IMMIGRATION LEGAL SERVICES 5,000

THE RECTOR AND VISITORS OF THE UNIVERSITY OF VIRGINIA

1001 N EMMET STREET
CHARLOTTESVILLE,VA22904 		NONE PC NAVAL DOCUMENTS OF THE AMERICAN REVOLUTION DOCUMENTARY EDITING PROJECT 87,265

THRIVE SCHOLARS

75 FEDERAL SUITE 1250
BOSTON,MA02110 		NONE PC THRIVE SCHOLARS STEM CAREER PATHWAYS - NEW YORK 7,000

TURKISH PHILANTHROPY FUNDS

1460 BROADWAY
NEW YORK,NY10036 		NONE PC TPF TURKIYE EARTHQUAKE RELIEF FUND 15,000

UNIVERSIDAD SIMON BOLIVAR ALUMNI ASSOCIATION OF AMERICAN

35 JENNINGS ROAD
WALTHAM,MA02451 		NONE PC SHORT INTERNSHIPS TO SCIENTIFIC LABORATORIES IN LATIN AMERICAN AND CARIBBEAN COUNTRIES FOR EARLY CAREER SCIENTISTS FROM COLOMBIA AND VENEZUELA 120,000

UNIVERSITY OF LONDON BIRKBECK

MALET ST
LONDON   WC1E 7HX
UK 		NONE NC THE ORIGIN AND HAZARDS OF PAEKTU/ CHANGBAISHAN VOLCANO 25,000

UNIVERSITY OF RHODE ISLAND

FASCITELLI CENTER FOR ADVANCED
ENGINEERING
KINGSTON,RI02881 		NONE PC SUPPORT FOR FRANCOPHONE SCIENTISTS TO PARTICIPATE IN 2023 URI GLOBAL PLASTICS FORUM 15,000

UNIVERSITY COURT OF THE UNIVERSITY OF ST ANDREW'S COLLEGE GATE

ST ANDREWS
FIFE   KY 16 9AJ
UK 		NONE NC EXTENDING THE VALUE OF CTBTO ACOUSTIC MEASUREMENTS FOR ENVIRONMENTAL CONCERNS 198,827

WOMEN IN INTERNATIONAL SECURITY

1250 CONNECTICUT AVENUE NW SUITE
700
WASHINGTON,DC20036 		NONE PC SUPPORT FOR WOMEN IN INTERNATIONAL SECURITY: A DATA-DRIVEN APPROACH 124,250
Total .................................right arrow 3a 3,882,800
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
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 50  
4 Dividends and interest from securities ....     14 607,621  
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 ............ 		    18 111,906  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aRETURNED GRANT 		    01 25,000  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 744,577 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
744,577
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
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
2023
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) (2023)
Schedule B (Form 990) (2023) 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

$ 2,224,388


(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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 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 16,162 8,081   8,081

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

TY 2023 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
FURNITURE 2015-07-15 607 607 SL 5.000000000000 0 0    
COMPUTER 2018-06-30 1,745 1,569 SL 5.000000000000 176 0    

TY 2023 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 $2,224,388 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 $2,224,388 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 2023 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
BIRKBECK UNIVERSITY OF LONDON
  		WCIE 7HX
LONDON    
UK 		2019-12-04 177,037 SCIENTIFIC COLLABORATION STUDYING THE ORIGIN AND HAZARDS OF PAEKTU/ CHANGBAISHAN VOLCANO 13,565   12/31/2023 2023-12-31 WE RECEIVED THE ANNUAL INTERIM FINANCIAL PROGRESS REPORT ON 12/31/2023 AND THE GRANTEE WAS GRANTED AN EXTENSION THROUGH 12/31/2024. 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.
COLOMBIAN ACADEMY OF EXACT PHYSICAL AND NATURAL SCIENCES
  		CARRERA 28 A NO 39A-63 APARTADO PO
BOX 44763
BOGOTA   44763
CO 		2020-04-03 70,000 SUPPORTING SCIENCE IN VENEZUELA THROUGH THE LATIN AMERICAN ACADEMY OF SCIENCE 70,000   7/31/2023 2023-07-31 THE ANNUAL REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2023 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 2,691   3/27/2024 2024-03-27 WE RECEIVED THE ANNUAL INTERIM FINANCIAL REPORT ON 3/27/24 AND GRANTEE WAS GRANTED AN EXTENSION THROUGH 12/31/24. 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 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 RESEARCHING FOR BOOK TITLED "ENLIGHTENED PRINCE TO ENLIGHTENED DESPOT: FROM MONTESQUIEU TO CATHERINE III" 14,504   7/5/2023 2023-07-05 WE RECEIVED THE ANNUAL INTERIM FINANCIAL REPORT ON 7/5/2023 AND GRANTEE WAS GRANTED AN EXTENSION THROUGH 7/31/24. 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.
PARTNERSHIP FOR OBSERVATION OF THE GLOBAL OCEANS
  		PLYMOUTH MARINE LAB PROSPECT PLACE
PLYMOUTH   PL1 3DH
UK 		2020-12-17 100,000 COLLECT - CITIZEN OBSERVATION OF LOCAL LITTER IN COASTAL ECOSYSTEMS 100,000   9/9/2023 2023-09-08 THE ANNUAL REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2023 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.
FRENCH WEST INDIES UNIVERSITY
  		CAMPUS DE FOUILLOLE BOITE POSTALE
250
POINTEAPITRE    
FR 		2021-06-30 49,400 ARCHAEOLOGY OF THE MILITARY SHIPS LOST DURING THE AMERICAN WAR OF INDEPENDENCE (1775 - 1783) 49,400   11/14/2022 2022-11-14 THE ANNUAL REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2022 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.
PONTIFICIA UNIVERSIDAD CATLICA DE CHILE
  		ALAMEDA 340
SANTIAGO    
CI 		2021-05-07 120,000 SCIENTIFIC COLLABORATION IN CHILE: TRANSCRIPTIONAL REWIRING AND DIRECTED EVOLUTION OF CIRCADIAN CONTROLLED FITNESS 120,000   10/13/2023 2023-10-13 THE ANNUAL REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2023 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 MANUEL PEREZ CEINBIO SCHOOL OF MEDICINE UNIV DE LA REPUB
  		AVDA GENERAL FLORES 2125
MONTEVIDEO   11800
UY 		2021-05-19 120,000 SCIENTIFIC COLLABORATION IN URUGUAY: A NEW DIMENSION OF VIRAL INFECTION PROCESSES 120,000   6/24/2024 2024-06-24 THE ANNUAL REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2023 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 FOR MOLECULAR & CELLULAR BIOLOGY OF ROSARIO & NATL UNIV
  		BV 27 DE FEBRERO 2000
ROSARIO SANTA FE    
AR 		2021-05-03 120,000 SCIENTIFIC COLLABORATION IN ARGENTINA: THE ROLES OF MSRA AND STARD3 PROTEINS IN NON-VESICULAR CHOLESTEROL TRANSPORT 120,000   2/28/2024 2024-02-28 THE ANNUAL REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2023 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.
SORBONNE UNIVERSIT - CELLF
  		FACULTE DE LETTRES TOUR ZAMANSKY -
4EME ETAGE - B
PARIS   75252
FR 		2021-12-07 175,000 THE ENCYCLOPDIE'S PLATES: THE FIRST COMPREHENSIVE STUDY OF DIDEROT'S VISUAL DICTIONARY 66,658   11/21/2023 2023-11-21 WE RECEIVED THE ANNUAL INTERIM FINANCIAL REPORT ON 11/21/23 AND GRANTEE WAS GRANTED AN EXTENSION THROUGH 11/30/24. WE EXPECT TO RECEIVE A FINAL 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.
OXFORD INSTITUTE OF POPULATION AGEING OXFORD UNIVERSITY
  		221 AVENUE JEAN JAURES
OXFORD   OX2 6PR
UK 		2021-08-26 12,000 COMPARATIVE MODELING OF THE COVID-19 EPIDEMICS IN THE UK AND RUSSIA 12,000   4/20/2023 2023-04-20 THE ANNUAL REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2023 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.
CENTER FOR MARITIME RESEARCH AND EXPERIMENTATION NATO SCIENCE AND TECH ORG
  		VIALE SAN BARTOLOMEO 400
LA SPEZIA   19126
IT 		2022-02-16 300,000 EMPOWERING NATO TO HELP MAINTAIN ITS MILITARY AND TECHNOLOGICAL EDGE TO FACE CURRENT AND FUTURE SECURITY CHALLENGES. 153,500   9/25/2023 2023-09-25 WE RECEIVED AN INTERIM FINANCIAL REPORT ON 9/25/23 AND GRANTEE WAS GRANTED AN EXTENSION THROUGH 9/30/24. WE EXPECT TO RECEIVE AN INTERIM 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. UPON RECEIPT OF THE REPORT ON 9/25/23, THE SECOND INSTALLMENT OF THIS GRANT WAS PAID.
UNIVERSITY OF FLORENCE
  		PIAZZA SAN MARCH 4
FIRENZE FLORENCE   50121
IT 		2022-03-28 12,000 GENETIC TESTING AND ANALYSIS OF POSSIBLE DESCENDANTS OF THE FATHER OF LEONARDO DA VINCI 12,000   3/18/2024 2024-03-18 THE ANNUAL REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2023 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.
EDNA SOCIETY (CO RYUKOKU UNIVERSITY)
  		1-5 YOKOTANI OE OTSU
SHIGA   520-2194
JA 		2022-04-25 10,000 HOLDING THE 2023 INTERNATIONAL MEETING FOR ENVIRONMENTAL DNA (EDNA) SCIENCE 10,000   5/28/2023 2023-05-28 THE ANNUAL REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2023 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)
  		VUELTA DE OBLIGADO 2490
BUENOS AIRES   C1428
AR 		2022-05-04 100,000 SUPPORTING SCIENCE IN ARGENTINA: GALECTINS AS ANTI-VIRAL AND ANTI-INFLAMMATORY AGENTS FOR SARS 100,000   10/31/2023 2023-10-31 THE ANNUAL REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2023 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.
STOCKHOLM INTERNATIONAL PEACE RESEARCH INSTITUTE (SIPRI)
  		SIGNALISTGATAN 9
SOLNA   SE-169 72
SE 		2022-07-19 50,000 TRANSITION ACTIVITIES OF ODESA CENTER FOR NONPROLIFERATION ASSOCIATED WITH UKRAINE WAR 50,000   10/24/2023 2024-10-24 THE ANNUAL REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2023 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 CAMBRIDGE
  		DEPARTMENT OF ARCHAEOLOGY CB2 3ER
CAMBRIDGE   CB2 3ER
UK 		2022-07-19 92,539 EXPLORING PAPER DOCUMENTS AS A BIOMOLECULAR ARCHIVE 78,051   12/31/2023 2023-12-31 WE RECEIVED THE ANNUAL INTERIM FINANCIAL REPORT ON 12/31/2023 AND GRANTEE WAS GRANTED AN EXTENSION THROUGH 12/31/2024. 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.
MARINE BIOLOGICAL ASSOCIATION
  		THE LABORATORY THE HOE
PLYMOUTH   PL 1 2PB
UK 		2022-08-30 11,864 SUPPORT OCEAN BIOMOLECULAR OBSERVING NETWORK (OBON) WORKSHOP 11,864   1/20/2023 2023-01-20 THE ANNUAL REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2023 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.
INTERNATIONAL INSTITUTE OF APPLIED SYSTEMS ANALYSIS (IIASA)
  		SCHLOSSPLATZ 1
LAXENBURG   2361
AT 		2022-11-29 15,000 REVIEWING PROGRESS IN COOPERATIVE INTERNATIONAL ENVIRONMENTAL RESEARCH IN THE LATER PHASES OF THE COLD WAR, 1972 - 1992 15,000   12/18/2023 2023-12-18 THE ANNUAL REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2023 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.
INSTITUT DE PALONTOLOGIE HUMAINE
  		FOUNDATION ALBERT LER PRINCE DE
MONOCO 1 RUE RENE
PARIS   75013
FR 		2022-11-29 6,000 SUPPORT OF PUBLICATION FOR VOLUME ON MIDDLE PLEISTOCENE HUMAN REMAINS FROM FRENCH CAVES 6,000   6/3/2023 2023-06-03 THE ANNUAL REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2023 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.
NATIONAL AUTONOMOUS UNIVERSITY OF MEXICO
  		3001 BOULEVARD JURIQUILLA
QUERETARO   76230
MX 		2022-10-26 111,800 BINATIONAL COLLABORATIVE EFFORT TO STUDY ANCIENT HUMAN VIRAL PATHOGENS 61,598   2/29/2024 2024-02-29 WE RECEIVED THE ANNUAL INTERIM FINANCIAL REPORT ON 2/29/2024 AND GRANTEE WAS GRANTED AN EXTENSION THROUGH 2/28/2024. 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.
PREPARATORY COMMISSION FOR THE COMPREHENSIVE NUCLEAR-TEST-BAN-TREATY ORGANI
  		VIENNA INTERNATIONAL CENTRE PO BOX
1200
VIENNA   1400
AT 		2022-10-26 42,062 SUPPORT FOR EARLY-CAREER WOMEN IN STEM TO ATTEND IN-PERSON THE SCIENCE DIPLOMACY SYMPOSIUM 2022, VIENNA, AUSTRIA 36,344   12/3/2023 2023-12-03 WE RECEIVED THE ANNUAL INTERIM FINANCIAL REPORT ON 12/3/2023 AND GRANTEE WAS GRANTED AN EXTENSION THROUGH 6/30/2024. 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.
UNIV BUENOS AIRES ARGENTINA AND NATIONAL RESEARCH COUNCIL OF RESEARCH
  		CIUDAD UNIVERSITARIA - PABELLON
IFIBYNE C1428EHA
PABELLON   C1428 EHA
AR 		2022-10-26 200,000 "SUPPORTING AN ARGENTINE LAB WORKING TOWARDS A MORE PRECISE COMBINED THERAPY OF SPINAL MUSCULAR ATROPHY USING AN EPIGENETIC CRISPR 200,000   2/15/2024 2024-02-15  
PERPIGNAN UNIVERSITY
  		CEFREM 52 AV PAUL ALDUY
PERPIGNAN   F-66860
FR 		2022-11-14 140,300 BUILDING THE FOUNDATION OF A GLOBAL LIBRARY OF UNDERWATER BIOLOGICAL SOUNDS (GLUBS) 45,843   2/6/2024 2024-02-06 WE RECEIVED THE ANNUAL INTERIM FINANCIAL REPORT ON 2/6/2024 AND GRANTEE WAS GRANTED AN EXTENSION THROUGH 2/28/2025. 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.
UNIVERSIDAD SIGLO 21
  		AV LIBERTADOR 107 VINCENTE LOPEZ
BUENOS AIRES   C1428 EHA
AR 		2022-11-28 50,000 A BIOGRAPHY EXPLORING SCIENTIFIC HISTORY THROUGH THE LIFE OF BIOLOGIST DR. DAVID D. SABATINI 38,278   2/6/2024 2024-02-06 WE RECEIVED THE ANNUAL INTERIM FINANCIAL REPORT ON 10/6/2023 AND GRANTEE WAS GRANTED AN EXTENSION THROUGH 10/31/2024. 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.
ACADEMIE DES SCIENCES
  		23 QUAI DE CONTI
PARIS   75270
FR 		2022-12-06 130,000 RICHARD LOUNSBERY AWARD (AN ANNUAL PRIZE GIVEN TO YOUNG FRENCH AND AMERICAN SCIENTISTS TO RECOGNIZE EXTRAORDINARY SCIENTIFIC ACHIEVEMENT IN BIOLOGY AND MEDICINE. IT IS ADMINISTERED IN ALTERNATE YEARS BY THE NATIONAL ACADEMY OF SCIENCES AND THE FRENCH ACADMIE DES SCIENCES.) 130,000   12/31/2023 2023-12-31 THE ANNUAL REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2023 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.
CURTIN UNIVERSITY
  		KENT ST
BENTLEY,WESTERN AUSTRALIA6102
AS 		2023-01-31 15,000 EXPLORING ANIMAL BEHAVIOR THROUGH SOUND: VOL 2 - APPLICATIONS 0   3/27/2024 2024-03-27 WE RECEIVED THE ANNUAL INTERIM FINANCIAL REPORT ON 3/27/2024 AND GRANTEE WAS GRANTED AN EXTENSION THROUGH 12/31/2024. 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.
ASSOCIATION DE MEJAN
  		PASSAGE NINA-BERBEROVA
ARLES   1200
FR 		2023-02-15 47,231 THE STARRY WALK - WRITING PROJECT INSPIRED BY A 6 WEEK WALKING AND DRIVING ADVENTURE UNDER THE SKY OF CALIFORNIA TO EDUCATE THE PUBLIC ABOUT THE DANGERS OF LIGHT POLLUTION 47,231   11/5/2023 2023-11-05 THE ANNUAL REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2023 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.
INSTITUT JEAN MONNET
  		29 CHEMIN DU ROCHER MARQUANT
BAZOCHES SUR GUYONNE   78490
FR 		2023-03-27 15,000 SUPPORT FOR THE JEAN MONNET DAY TO PROMOTE SHARED VALUES OF FREEDOM AND DEMOCRACY 15,000   2/1/2024 2024-02-01 THE ANNUAL REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2023 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.
INTERNATIONAL SCIENCE COUNCIL
  		5 RUE AUGUSTE VACQUERIE
PARIS   75116
FR 		2023-04-11 15,000 TO FOSTER PARTICIPATION OF FRANCOPHONE SCIENTISTS IN POSSIBLE CREATION OF AN ACADEMY OF SCHOLARS OF PACIFIC ISLAND STATES AND TERRITORIES 15,000   2/2/2024 2024-02-02 THE ANNUAL REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2023 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.
ACADEMY OF FINE ARTS VIENNA
  		AUGASSE 2-6
VIENNA   1090
AU 		2023-05-19 15,000 EXPLORING THE FEASIBILITY OF WHOLE GENOME AMPLIFICATION (WGA) FOR RECOVERING ANCIENT DNA 9,777   12/19/2023 2023-12-19 WE RECEIVED THE ANNUAL INTERIM FINANCIAL REPORT ON 12/19/2023 AND GRANTEE WAS GRANTED AN EXTENSION THROUGH 12/31/2024. 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.
ACADMIE DES SCIENCES
  		23 QUAI DE CONTI
PARIS   75270
FR 		2023-05-25 130,000 RICHARD LOUNSBERY FRENCH-AMERICAN SCIENTIFIC SYMPOSIUM 2024 AND ALUMNI NETWORK     5/31/2024   A FORMAL ANNUAL 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.
SEA SEARCH RESEARCH AND CONSERVATION NPC
  		4 BATH ROAD MUIZENBUERG
CAPE TOWN   7945
SF 		2023-07-19 80,000 MAKING AFRICA HEARD BY GROWING THE AFRICAN BIOACOUSTICS COMMUNITY     7/31/2024   A FORMAL ANNUAL 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.
PARTNERSHIP FOR OBSERVATION OF THE GLOBAL OCEANS
  		PLYMOUTH MARINE LABORATORY PROSPECT
PLACE
PLYMOUTH   PL1 3DH
UK 		2023-08-23 15,000 DEVELOPMENT OF THE OPERATIONAL PLANS FOR THE OCEAN BIOMOLECULAR OBSERVING NETWORK     8/31/2024   A FORMAL ANNUAL 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.
UNIVERSITY OF LONDON BIRKBECK
  		MALET ST
LONDON   WC1E 7HX
UK 		2023-10-30 25,000 SCIENTIFIC COLLABORATION STUDYING THE ORIGIN AND HAZARDS OF PAEKTU/ CHANGBAISHAN VOLCANO     10/31/2024   A FORMAL ANNUAL 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.
FACULTAD DE MEDICINA
  		UNIVERSIDAD DE LA REPBLICA
MONTEVIDEO    
UY 		2023-11-21 15,000 SUPPORTING A LABORATORY IN URUGUAY: CYTOCHROME C IN CELLS - NEW ASPECTS OF AN OLD PROTEIN     11/30/2024   A FORMAL ANNUAL 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.
UNIVERSITY COURT OF THE UNIVERSITY OF ST ANDREW'S
  		COLLEGE GATE
FIFE   KY 16 9AJ
UK 		2023-12-01 198,827 EXTENDING THE VALUE OF CTBTO ACOUSTIC MEASUREMENTS FOR ENVIRONMENTAL CONCERNS     12/31/2024   A FORMAL ANNUAL 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.
CENTER FOR MARITIME RESEARCH AND EXPERIMENTATION NATO SCIENCE AND TECH ORG
  		VIALE SAN BARTOLOMEO 400
LA SPEZIA   19126
IT 		2023-09-23 300,000 EMPOWERING NATO TO HELP MAINTAIN ITS MILITARY AND TECHNOLOGICAL EDGE TO FACE CURRENT AND FUTURE SECURITY CHALLENGES. THE TOTAL GRANT WAS FOR $600,000 OF WHICH $300,000 WAS PAID 2/16/22. THIS PAYMENT IS THE BALANCE OF THE GRANT.     9/25/23 2023-09-25 WE RECEIVED AN INTERIM FINANCIAL REPORT ON 9/25/23 AND GRANTEE WAS GRANTED AN EXTENSION THROUGH 9/30/24. WE EXPECT TO RECEIVE AN INTERIM 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. UPON RECEIPT OF THE REPORT ON 9/25/23, THE SECOND INSTALLMENT OF THIS GRANT WAS PAID.

TY 2023 InvestmentsCorpBondsSchedule
Name:
RICHARD LOUNSBERY FOUNDATION INC
EIN:
13-6081860
Name of Bond End of Year Book Value End of Year Fair Market Value
AECOM NTS B/E CALL@MW+50BP RATE 05.125% MATURES 03/15/27 5,332 4,964
ALCOA INC 5.9% 02/01/27 DTD012507 RATE 05.900% MATURES 02/01/27 2,162 2,052
ALLEGHENY TECHNOLOGIES CALL@MW+50BP RATE 04.875% MATURES 10/01/29 CALLABLE 8,821 8,368
RATE 08.000% MATURES 11/01/31 " 2,675 2,193
AMC NETWORKS INC NTS B/E CALL@MW+50BP RATE 04.750% MATURES 08/01/25 7,076 6,816
AMER AXLE & MANF INC NTS CALL@MW+50BP RATE 06.500% MATURES 04/01/27 6,179 6,023
AMERIGAS PARTNER NTS B/E CALL@MW+50BP RATE 05.500% MATURES 05/20/25 CALLABLE 2,924 2,958
APACHE CORP CALL@M/W+20BP RATE 06.000% MATURES 01/15/37 3,368 2,940
ASBURY AUTO GROUP INC NTS B/E RATE 04.500% MATURES 03/01/28 4,084 3,799
AT&T INC B/E 0BP RATE 04.350% MATURES 03/01/29 CALLABLE 271,035 251,892
BALL CORP NTS B/E CALL@MW+50BP RATE 03.125% MATURES 09/15/31 CALLABLE 4,885 4,315
BANK OF AMER CORP CALL@MW+20BP RATE 03.458% MATURES 03/15/25 CALLABLE 130,917 129,384
BLOCK INC NTS B/E CALL@MW+50BP RATE 03.500% MATURES 06/01/31 CALLABLE 7,969 8,880
BUCKEYE PARTNERS L P B/E CALL@MW+35BP RATE 03.950% MATURES 12/01/26 CALLABLE 5,925 5,670
CARPENTER TECHNOLOGY NTS CALL@MW+50BP RATE 06.375% MATURES 07/15/28 9,029 9,038
CCO HLDGS LLC/CAP CORP CALL@MW+50BP RATE 04.500% MATURES 05/01/32 27,115 23,970
CDW LLC / CDW FIN CORP 0BP RATE 04.125% MATURES 05/01/25 2,031 1,958
CDW LLC / CDW FIN CORP CALL@MW+50BP RATE 03.250% MATURES 02/15/29 6,069 5,486
CENTRAL GARDEN & PET CO 0BP RATE 04.125% MATURES 10/15/30 CALLABLE 5,738 5,457
CHARTER COMM OPT LLC/CAP CALL@MW+40BP RATE 04.908% MATURES 07/23/25 CALLABLE 137,158 128,787
CHEMOURS CO NTS B/E CALL@MW+50BP RATE 05.375% MATURES 05/15/27 6,207 5,861
CHENIERE CORP CHRISTI HD CALL@MW+50BP RATE 05.875% MATURES 03/31/25 123,579 120,268
CHENIERE ENERGY PARTNERS CALL@MW+50BP RATE 04.500% MATURES 10/01/29 CALLABLE 10,269 9,545
CIT GROUP INC NTS B/E RATE 06.125% MATURES 03/09/28 2,269 2,036
COMMERCIAL METALS CO B/E CALL@MW+50BP RATE 03.875% MATURES 02/15/31 CALLABLE 4,996 4,425
CROWN AMER/CAP CORP VI CALL@MW+50BP RATE 04.750% MATURES 02/01/26 4,070 3,962
CSC HOLDINGS LLC B/E RATE 05.250% MATURES 06/01/24 5,052 4,896
DANA HLDG CORP NTS B/E 0BP RATE 05.375% MATURES 11/15/27 5,202 4,966
DELTA AIR LINES INC NTS 7.375% 011526 DTD061220 CALL@MW+50BP 6,056 6,203
DISH DBS CORP NTS B/E CALL@MW+50BP RATE 07.750% MATURES 07/01/26 9,507 6,269
ELANCO ANIMAL HEALTH INC B/E RATE 06.400% MATURES 08/28/28 3,359 3,109
EMBARQ CORP MW+40BP NTS RATE 07.995% MATURES 06/01/36 2,394 1,235
ENCOMPASS HEALTH CORP CALL@MW+50BP RATE 04.750% MATURES 02/01/30 CALLABLE 7,121 6,596
ENERGY TRANSFER OPERATNG CALL@MW+50BP NTS B/E RATE 05.500% MATURES 06/01/27 132,778 126,616
ENLINK MIDSTREAM CALL@MW+25 BP RATE 04.400% MATURES 04/01/24 CALLABLE 4,013 3,960
ENLINK MIDSTREAM LLC B/E RATE 05.375% MATURES 06/01/29 CALL@MW+50BP 6,377 6,850
EPR PROPERTIES B/E CALL@MW+40BP RATE 04.750% MATURES 12/15/26 CALLABLE 5,245 4,785
EQM MIDSTREAM PARTNERS L CALL@MW+40BP RATE 05.500% MATURES 07/15/28 10,263 10,897
EQT MIDSTREAM PARTNERS L CALL@MW+25BP RATE 04.000% MATURES 08/01/24 CALLABLE 3,017 2,972
FORD MOTOR CO B/E RATE 04.750% MATURES 01/15/43 5,041 4,143
FORD MTR CO DEL WT EXP RATE 09.625% MATURES 04/22/30 CALL@MW+50BP 16,841 16,516
GENESIS ENERGY L P NTS CALL@MW+50BP RATE 08.000% MATURES 01/15/27 CALLABLE 7,829 8,139
GOODYEAR TIRE & RUBBER CALL @MW+50BP RATE 04.875% MATURES 03/15/27 CALLABLE 2,084 1,936
GOODYEAR TIRE & RUBBER CALL@MW+50BP RATE 05.000% MATURES 05/31/26 5,068 4,923
GRIFFON CORP NTS B/E 0BP RATE 05.750% MATURES 03/01/28 5,197 4,913
GULFPORT ENERGY CORP NTS B/E RATE 08.000% MATURES 05/17/26 CALLABLE 7,275 7,076
HCA INC NTS B/E CALL@MW+50BP RATE 05.875% MATURES 02/01/29 CALLABLE 6,780 6,198
HILLENBR& INC NTS B/E CALL@,MW+50BP RATE 05.750% MATURES 06/15/25 5,072 4,994
HILTON DOMESTIC OPERATIN CALL@MW+50BP RATE 04.875% MATURES 01/15/30 6,330 5,817
HILTON WORLDWIDE FIN LLC CALL@MW+50BP RATE 04.875% MATURES 04/01/27 8,219 7,880
HOLLYFRONTIER CORP B/E RATE 05.875% MATURES 04/01/26 CALLABLE 255,864 250,865
HUGHES SATELLITE SYSTEMS CALL@MW+50BP RATE 06.625% MATURES 08/01/26 7,163 5,518
HUGHES SATELLITE SYSTEMSNTS B/E RATE 05.250% MATURES 08/01/26 3,156 2,640
ICAHN ENTERPRISES L P / 0BP RATE 05.250% MATURES 05/15/27 CALLABLE 13,351 11,700
IHEARTCOMM INC NTS B/E RATE 06.375% MATURES 05/01/26 7,209 5,969
KEURIG DR PEPPER INC NTS CALL@MW+10BP RATE 00.750% MATURES 03/15/24 144,997 143,559
L BRANDS INC NTS B/E CALL@MW+50BP RATE 06.750% MATURES 07/01/36 10,651 9,069
L BRANDS INC NTS B/E CALL@MW+50BP RATE 07.500% MATURES 06/15/29 CALLABLE 4,084 4,156
LAMAR MEDIA CORP NTS B/E CALL@MW+50BP RATE 04.875% MATURES 01/15/29 CALLABLE 7,289 6,771
LAREDO PETROLEUM INC NTS CALL@MW+50BP RATE 09.500% MATURES 01/15/25 4,036 4,001
LAS VEGAS SANDS CORP NTS CALL@MW+25BP RATE 03.500% MATURES 08/18/26 CALLABLE 6,136 6,674
MARRIOTT OWNERSHIP RESORTS INC RATE 04.750% MATURES 01/15/28 5,081 4,593
MGM RESORTS INTL NTS B/E CALL@MW+50BP RATE 05.500% MATURES 04/15/27 CALLABLE 9,191 8,929
MPT OPER PARTNERSP/FINL CALL@MW+50BP RATE 04.625% MATURES 08/01/29 CALLABLE 5,263 3,595
MYLAN NV NTS B/E CALL@MW+35BP RATE 03.950% MATURES 06/15/26 CALLABLE 272,882 251,339
NAVIENT CORP B/E 0BP RATE 05.875% MATURES 10/25/24 2,037 2,000
NEWELL BRANDS INC B/E CALL@MW+35BP RATE 04.200% MATURES 04/01/26 CALLABLE 6,597 6,906
NEWELL BRANDS INC NTS B/E RATE 06.625% MATURES 09/15/29 CALLABLE 2,943 2,989
NOKIA CORP B/E RATE 04.375% MATURES 06/12/27 3,160 2,905
NRG ENERGY INC NTS B/E CALL@MW+50BP RATE 05.750% MATURES 01/15/28 10,337 9,963
NUSTAR LOGISTICS L P B/E CALL@MW+50BP RATE 05.625% MATURES 04/28/27 CALLABLE 5,192 4,979
OCCIDENTAL PETROLEUM CALL@MW+50BP RATE 08.875% MATURES 07/15/30 CALLABLE 14,616 14,042
PENSKE AUTO GROUP INC CALL@MW+50BP RATE 03.500% MATURES 09/01/25 7,072 6,792
PG & E CORP NTS B/E CALL@MW+50BP RATE 05.000% MATURES 07/01/28 6,140 5,854
PG&E CORP NTS B/E CALL@MW+50BP RATE 05.250% MATURES 07/01/30 CALLABLE 2,139 1,930
RADIAN GROUP INC B/E CALL@MW+50BP RATE 04.875% MATURES 03/15/27 CALLABLE 3,150 2,900
RANGE RESOURCES CORP NTS CALL@MW+50BP RATE 08.250% MATURES 01/15/29 9,304 9,311
RHP HOTEL PPTYS LP & RHP 0BP RATE 04.750% MATURES 10/15/27 7,115 6,761
SCOTTS MIRACLE-GRO CONTS B/E CALL@MW+50BP RATE 04.500% MATURES 10/15/29 CALL 5,281 4,450
SEAGATE HDD CAYMAN B/E CALL@MW+50BP RATE 03.375% MATURES 07/15/31 1,614 1,497
SEAGATE HDD CAYMAN NTS CALL@MW+40BP RATE 04.875% MATURES 06/01/27 CALLABLE 4,061 3,924
SEAGATE HDD CAYMAN NTS CALL@MW+50BP RATE 03.125% MATURES 07/15/29 3,499 3,240
SM ENERGY CO B/E CALL@MW+50BP RATE 06.750% MATURES 09/15/26 6,927 6,978
SOUTHWESTERN ENERGY CO CALL@MW+50BP RATE 05.375% MATURES 03/15/30 CALLABLE 7,280 6,841
SOUTHWESTERN ENERGY CO NTS B/E RATE 05.375% MATURES 02/01/29 CALLABLE 4,662 4,880
SPRINGLEAF FIN CORP NTS CALL@MW+50BP RATE 07.125% MATURES 03/15/26 14,047 13,246
SPRINT CAPITAL CORP GLOBAL M-W+45BP RATE 08.750% MATURES 03/15/32 8,500 7,407
SUNOCO LP / SUNOCO FIN CALL@MW+50BP RATE 05.875% MATURES 03/15/28 4,935 4,994
SVC CORP INTL NTS B/E CALL@MW+50BP RATE 05.125% MATURES 06/01/29 CALLABLE 8,089 7,840
TARGA RES PARTNERS LP TARGA RES RATE 05.500% MATURES 03/01/30 2,146 2,000
TEGNA INC B/E CALL@MW+50BP RATE 05.000% MATURES 09/15/29 10,631 10,078
TELECOM ITALIA CALL@MW T+45BP RATE 07.721% MATURES 06/04/38 8,108 6,106
TELEFLEX INC NTS B/E CALL@MW+50BP RATE 04.625% MATURES 11/15/27 7,076 6,836
TENET HEALTHCARE CORP CALL@MW+50BP RATE 04.250% MATURES 06/01/29 CALLABLE 11,665 12,112
T-MOBILE USA INC B/E CALL@MW+50BP RATE 04.750% MATURES 02/01/28 11,460 10,961
TRANSDIGM INC NTS B/E CALL@MW+50BP RATE 05.500% MATURES 11/15/27 7,499 7,835
TRINITY INDUSTRIES INC CALL@MW+30BP RATE 04.550% MATURES 10/01/24 CALLABLE 4,860 4,925
UNITED CONTL HLDGS NTS CALL@MW+50BP RATE 04.875% MATURES 01/15/25 3,912 3,950
UNITED RENTALS NORTH AM 0BP RATE 04.000% MATURES 07/15/30 CALLABLE 16,516 14,740
UNITED STATES STEEL CORP NTS B/E RATE 06.875% MATURES 03/01/29 CALLABLE 4,084 4,092
WESTERN GAS PARTNERS LP CALL@MW+30BP RATE 04.750% MATURES 08/15/28 CALLABLE 10,656 9,763
WYNDHAM WORLDWIDE CORP CALL@MW+30BP RATE 06.000% MATURES 04/01/27 2,136 1,994
YUM BRANDS INC NTS B/E RATE 04.625% MATURES 01/31/32 CALLABLE 10,400 10,290
YUM CHINA HLDGS INC 6,063 4,795

TY 2023 InvestmentsCorpStockSchedule
Name:
RICHARD LOUNSBERY FOUNDATION INC
EIN:
13-6081860
Name of Stock End of Year Book Value End of Year Fair Market Value
ASE TECHNOLOGY HLDG CO LTD SPON ADR 12,237 14,322
ABBOTT LABS 70,728 80,351
ABBOTT LABS 65,682 91,688
ABBVIE INC COM 19,176 26,655
ACCENTURE PLC IRELAND CL A 53,164 75,797
ACCENTURE PLC IRELAND CL A 43,433 58,602
ACCENTURE PLC IRELAND CL A 35,455 108,080
ACUSHNET HLDGS CORP 47,563 98,735
ADOBE INC. (DELAWARE) 64,017 168,838
ADVANCE AUTO PARTS INC 21,699 12,145
ADVANTEST CORP ADR 40,252 34,695
ADYEN N V ADR 76,491 67,131
ADYEN N V ADR 24,490 19,938
AIA GROUP LTD SPON ADR 35,957 27,944
AIA GROUP LTD SPON ADR 24,419 25,066
AIR LIQUIDE ADR FRANCE ADR 8,972 17,255
AIRBNB INC CL A 117,512 103,739
AKZO NOBEL NV SPON ADR 38,935 31,180
ALCON INC CHF 34,211 41,325
ALCON INC CHF 18,634 23,045
ALFA LAVAL AB SWEDEN ADR 9,194 21,549
ALIBABA GROUP HLDG LTD SPON ADR 53,239 19,920
ALIGN TECHNOLOGY INC 23,766 24,660
ALLIANZ SE ADR 48,155 61,093
ALLSTATE CORP 21,479 27,576
ALLSTATE CORP 59,175 67,190
ALLY FINANCIAL INC 29,833 35,968
ALLY FINANCIAL INC B/E RATE 05.750% MATURES 11/20/25 CALLABLE 3,871 3,989
ALPHABET INC CL A 35,911 41,628
ALPHABET INC CL C 59,736 193,074
ALTICE USA INC CL A 40,077 8,512
AMAZON.COM INC 47,623 53,179
AMAZON.COM INC 358,776 411,909
AMBEV SA SPON ADR 16,545 14,350
AMERICAN INTL GROUP INC COM NEW 65,184 109,620
AON PLC CL A 45,880 56,167
ARCH CAPITAL GROUP LTD (BERMUDA) 39,835 45,082
ARCH CAPITAL GROUP LTD (BERMUDA) 15,248 32,010
ARTISAN PARTNERS ASSET MGMT INC 36,892 58,141
ASHTEAD GROUP PLC ORD UNSPONSORED ADR 33,874 54,860
ASM INTL NV EUR 34,550 56,074
ASML HLDG NV SPON ADR 34,028 74,935
ASPEN TECHNOLOGY INC 17,222 40,948
ASSA ABLOY AB ADR 34,941 40,293
ASSA ABLOY AB ADR 14,467 18,435
ASTRAZENECA PLC SPON ADR 47,997 48,829
ATLAS COPCO AB NEW REPSTG COM SER A SPON ADR 25,136 40,616
ATLAS COPCO AB NEW REPSTG COM SER A SPON ADR 10,843 29,722
ATLASSIAN CORP CL A 71,450 76,115
ATRION CORP DELA 28,012 12,121
AUTODESK INC 84,839 85,461
BAE SYSTEMS PLC SPON ADR 52,694 58,338
BAIDU INC ADS REPSNTG CL A ORD SHS SPON ADR 20,334 15,363
BANCFIRST CORP 35,085 42,047
BANCO BILBAO VIZCAYA ARGENTARIA S.A. SPON ADR 19,036 29,589
BANCO DO BRASIL S A SPON ADR 9,356 10,557
BANK OF AMER CORP 65,203 76,667
BECTON DICKINSON & CO 37,226 37,794
BERKSHIRE HATHAWAY INC NEW CL B 21,237 33,526
BHP GROUP LTD SPON ADR 46,694 41,464
BIDVEST GROUP LTD NEW SPON ADR 8,613 10,005
BIO RAD LABORATORIES INC CL A 57,808 50,694
BIONTECH SE ADR 18,379 20,686
BORGWARNER INC 24,553 26,135
BOYD GAMING CORP NTS B/E 0BP RATE 04.750% MATURES 12/01/27 4,784 4,810
BROOKFIELD CORP CL A CAD 47,841 58,976
BUILDERS FIRSTSOURCE INC 7,160 20,033
BYD CO LTD ADR 13,785 11,994
CAMECO CORP CANADA CAD 13,316 53,616
CANADIAN NAT RESOURCES LTD CAD 34,895 35,970
CANADIAN PAC KANS CITY LTD CAD 69,043 95,267
CARMAX INC 51,871 61,852
CATALENT INC 9,040 9,211
CATERPILLAR INC 38,817 65,934
CDN NATL RAILWAY CO CAD 9,697 15,955
CEDAR FAIR/CAN/MAGNUM/MI CALL@MW+50BP RATE 05.375% MATURES 04/15/27 5,766 5,871
CENCORA INC 16,085 33,066
CENTENE CORP 32,163 37,996
CENTENE CORP NTS B/E CALL@MW+50BP RATE 04.625% MATURES 12/15/29 6,386 5,753
CENTERPOINT ENERGY INC (HLDGS CO) 26,074 30,198
CHESAPEAKE ENERGY CORP 21,500 23,082
CHEVRON CORP 51,534 45,792
CHINA CONSTR BK CORP ADR 14,430 12,285
CHUGAI PHARMACEUTICAL LTD ADR 32,340 49,538
CLARIVATE PLC 33,065 36,697
CLEARWATER ANALYTICS HLDGS INC CL A 41,861 38,438
CLEVELAND-CLIFFS INC NTS 0BP RATE 05.875% MATURES 06/01/27 10,239 9,966
CNH INDL NV EUR 12,790 10,999
COCA COLA EUROPACIFIC PARTNERS PLC EUR 27,372 43,581
COMPASS GROUP PLC SPON ADR 36,974 36,209
CONOCOPHILLIPS 86,257 98,079
CONTROLADORA VUELA COMPANIA DE AVIACIO SPON ADR 6,437 4,427
CORVEL CORP 44,248 93,198
CREDICORP LTD 34,256 39,282
CREDICORP LTD 13,789 14,843
CTRIP.COM INTL SPON ADR 5,983 6,374
DAIFUKU CO LTD ADR 13,639 14,146
DAIKIN INDS LTD ADR 36,582 38,679
DASSAULT SYSTEMS S A SPON ADR 31,231 45,000
DBS GROUP HLDGS LTD. SPON ADR 28,837 39,896
DBS GROUP HLDGS LTD. SPON ADR 31,906 54,984
DEERE AND CO 23,385 32,389
DIAMONDBACK ENERGY INC 14,521 15,973
DIAMONDBACK ENERGY INC 33,263 33,807
DISH NETWORK CORP CL A 37,952 7,830
DOLLAR GEN CORP NEW 9,059 11,964
DOLLAR TREE INC 19,600 23,296
DOMINION ENERGY INC 60,163 56,588
DOMINION ENERGY INC 31,675 19,270
DONALDSON CO INC 11,064 24,310
DR REDDY`S LABS LTD ADR 5,158 6,888
EMBRAER S A SPON ADR 11,228 21,660
EMCOR GROUP INC 49,065 147,570
ENN ENERGY HOLDINGS LTD SPON ADR 24,864 10,885
EPAM SYSTEMS INC 43,531 30,031
EPIROC AKTIEBOLAG ADR 11,132 22,673
EQT CORP 4,454 11,830
ERSTE GROUP BANK AG SPON ADR 19,846 30,026
EVERGY INC 41,609 37,427
EVOLUTION AB UNSPONSORED ADR 65,443 52,660
EXELON CORP 27,891 26,387
EXPERIAN PLC SPON ADR 36,243 37,196
EXPERIAN PLC SPON ADR 45,349 51,821
EXTRA SPACE STORAGE INC REITS 31,536 41,205
FACTSET RESH SYSTEMS INC 22,165 63,448
FANUC CORP ADR 42,729 26,802
FEDEX CORP 12,745 21,502
FERGUSON PLC 43,695 58,693
FERGUSON PLC 29,299 40,159
FERRARI N V EUR 48,350 84,946
FIDELITY NATIONAL FINANCIAL IN COM 30,944 42,806
FIDELITY NATL INFORMATION SVCS 12,754 14,897
FIRST CITIZENS BANCSHS INC N. C. CL A 16,185 34,055
FIRST HAWAIIAN INC 61,004 60,648
FLEETCOR TECHNOLOGIES INC 25,842 33,348
FLEX LTD 11,752 20,743
FOMENTO ECONOMICO MEXICANO S.A.B. DE CV SPON ADR 28,450 49,794
FOX CORP CL A 24,108 20,443
FREEPORT-MCMORAN INC 12,206 15,410
FREEPORT-MCMORAN INC 43,352 50,360
FTI CONSULTING INC 69,952 134,227
FULL TRUCK ALLIANCE CO LTD SPON ADR 8,884 8,734
GALAXY ENTERTAINMENT UNSPONSORED ADR 13,198 11,416
GAMING & LEISURE PPTYS INC REIT 16,377 19,148
GARTNER INC 17,456 63,607
GENERAL MOTORS CO 61,938 53,916
GENERAL MOTORS CO NTS 6.125% 100125 DTD051220 FC100120 CALL@MW+50BP 263,779 248,344
GENMAB A/S SPON ADR 22,820 19,040
GLAXO WELLCOME PLC SPON ADR 36,602 36,134
GLENCORE PLC UNSPONSORED ADR 9,549 9,812
GLOBAL PAYMENTS INC 27,802 30,226
GRACO INC 29,007 80,253
GRAPHIC PACKAGING HOLDING CO 24,089 31,996
GRUPO FINANCIERO BANORTE SPON ADR 13,014 17,423
HAIER SMART HOME CO LTD SPON ADR 46,038 38,034
HALEON PLC SPON ADR 34,524 38,615
HALEON PLC SPON ADR 29,542 29,537
HARTFORD FINCL SERVICES GROUP INC 20,275 31,750
HCA HEALTHCARE, INC 38,055 57,384
HDFC BANK LTD ADR REPSTG 3 ORD SHS 23,064 23,153
HDFC BANK LTD ADR REPSTG 3 ORD SHS 17,540 22,817
HEINEKEN NV SPON ADR 38,900 37,062
HENRY JACK & ASSOC INC 4,989 28,597
HEWLETT PACKARD ENTERPRISE CO 19,449 19,408
HF SINCLAIR CORP 11,289 17,671
HOME DEPOT INC 47,923 50,250
HONEYWELL INTL INC 22,554 29,779
HOWMET AEROSPACE INC NTS B/E RATE 05.950% MATURES 02/01/37 4,755 4,177
HUMANA INC 36,470 40,745
HUNTINGTON INGALLS INDS INC 32,784 46,995
IAC INC 53,442 31,795
ICICI BANK LTD SPON ADR 19,583 24,341
ICICI BANK LTD SPON ADR 43,159 46,226
ICICI BANK LTD SPON ADR 6,429 17,713
ICON PLC EUR 64,861 82,373
INFINEON TECHNOLOGIES ADR 29,497 62,775
ING GROEP N V NL SPON ADR 37,152 60,531
ITAU UNIBANCO HLDG SA ADR 8,819 10,766
JAZZ PHARMACEUTICALS PLC 18,824 17,220
JBG SMITH PPTYS SBI 40,012 23,185
JBS SA SPON ADR 12,572 15,180
KADANT INC 59,083 73,441
KB FINL GROUP INC SPON ADR 18,679 17,872
KDDI CORP ADR 34,342 36,666
KFORCE INC 28,054 30,334
KINDER MORGAN INC 37,526 39,178
KKR & CO INC CL A 34,588 66,860
KOMATSU LTD SPON ADR NEW 15,086 20,197
KONINKLIJKE PHILIPS NV SPON ADR 40,760 34,342
KT CORP SPON ADR 7,946 7,755
KUBOTA CORP ADR JAPAN ADR 40,245 31,300
L3 HARRIS TECHNOLOGIES INC 25,606 29,276
LABORATORY CORP AMER HLDGS NEW 18,124 24,093
LABORATORY CORP AMER HLDGS NEW 38,347 42,503
LABORATORY CORP OF AMER 2.5BP RATE 01.550% MATURES 06/01/26 CALLABLE 144,902 134,021
LANDSTAR SYSTEMS INC 69,528 83,463
LCI INDUSTRIES 54,063 49,781
LEAR CORP COM NEW 28,844 30,360
LI AUTO INC SPON ADR 6,378 6,139
LIBERTY BROADBAND CORP SER C 60,441 44,808
LIBERTY GLOBAL LTD CL A 61,086 49,774
LIBERTY MEDIA CORP DEL 39,503 41,501
LIBERTY MEDIA GROUP 13,786 13,460
LILLY ELI & CO 26,240 25,648
LINDE PLC NEW EUR 36,537 47,232
LINDE PLC NEW EUR 9,767 21,357
LKQ CORP NEW 25,733 33,740
LOREAL CO ADR FRANCE ADR 44,861 48,114
LOREAL CO ADR FRANCE ADR 27,832 48,711
LOUISIANA PACIFIC CORP 20,856 21,603
LUKOIL PJSC SPON ADR 25,195 0
LVMH MOET HENNESSY LOUIS ADR 32,674 46,461
LVMH MOET HENNESSY LOUIS ADR 31,433 48,735
MAGNA INTL INC CL A SUB VTG CANADA ORD CAD 36,214 35,507
MANHATTAN ASSOC INC 28,480 111,320
MANULIFE FINANCIAL CORP CAD 28,778 36,664
MARKEL GROUP INC 23,547 28,398
MARSH & MCLENNAN COS INC 15,372 22,168
MATERIALS INC" 21,496 33,427
MASTERCARD INC CL A 86,170 131,365
MEDTRONIC PLC 44,071 34,600
MERCADOLIBRE INC 68,276 77,005
GENERALE ADR " 37,286 39,710
MICROSOFT CORP 17,046 24,067
MICROSOFT CORP 131,441 255,707
MOELIS & CO CL A 44,391 72,127
MOSAIC CO 20,835 14,113
MUNICH RE GROUP ADR 33,663 58,758
NASDAQ INC 41,477 38,256
NATL FUEL GAS CO 19,051 16,907
NESTLE S A SPONSORED ADR REPSTG REG SHS SWITZ ADR 43,768 48,565
NESTLE S A SPONSORED ADR REPSTG REG SHS SWITZ ADR 13,077 18,501
NETFLIX INC 90,134 139,248
NEWS CORP NEW CL A 24,823 36,506
NIDEC CORP ADR 50,518 18,346
NIKE INC CL B 21,945 46,251
NISOURCE INC 41,681 46,781
NITORI HLDGS CO LTD ADR 17,543 13,707
NOBLE CORP PLC 4,289 4,479
NOVARTIS AG SPON ADR 27,128 33,320
NOVO NORDISK ADR DENMARK ADR 57,256 107,795
NOVO NORDISK ADR DENMARK ADR 50,176 55,966
NOVOZYMES A/S ADR 11,711 12,409
NVR INC 31,070 56,004
OGE ENERGY CORP 36,463 37,515
OLD REPUBLIC INTL CORP 19,684 24,020
OLIN CORP 22,962 23,900
OLIN CORP B/E 0BP RATE 05.625% MATURES 08/01/29 CALLABLE 6,358 5,905
ORGANON & CO 17,142 8,277
OTSUKA HLDGS CO LTD UNSPONSORED ADR 35,183 34,465
P & O PRINCESS CRUISESNTS B/E RATE 07.875% MATURES 06/01/27 5,005 5,213
P.T. TELEKOMUNIKASI INDONESIA SPON ADR 12,022 10,948
P.T. TELEKOMUNIKASI INDONESIA SPON ADR 14,962 17,311
PAN PAC INTL HLDGS CORP ADR 41,706 51,041
PARKER HANNIFIN CORP 21,751 47,913
PAYPAL HOLDINGS INC 128,804 96,045
PDD HOLDINGS INC SPON ADR 16,091 30,432
PEPSICO INC 53,942 62,501
PERRIGO CO PLC EUR 42,559 35,784
PETROLEO BRASILEIRO SA SPON ADR 20,618 26,015
PFIZER INC 50,544 43,818
PING AN INSURANCE (GROUP) CO OF CHINA LTD REPSTG 20 H SHS SPON 14,987 7,297
POST HLDGS INC 28,144 38,218
PRIMERICA INC 33,436 110,082
PRUDENTIAL PLC ADR UNITED KINGDOM 9,182 7,139
RBC BEARINGS INC 18,299 74,641
REGAL REXNORD CORP 39,417 43,518
RENTOKIL INITIAL PLC SPON ADR 39,401 31,786
RIGHTMOVE PLC ADR 55,366 62,779
RIO TINTO PLC SPON ADR 20,250 29,710
RLI CORP 21,137 43,530
ROCHE HLDG LTD SPONS ADR SWITZ ADR 24,014 27,499
ROSS STORES INC 7,974 14,669
ROYAL CARIBBEAN CRUISES CALL@MW+25BP RATE 03.700% MATURES 03/15/28 CALLABLE 5,073 5,531
SAFRAN SA ADR 38,053 48,278
SAFRAN SA ADR 53,602 52,956
SALESFORCE, INC. 98,330 140,254
SAP SE SPON ADR 30,787 42,358
SBA COMMUNICATIONS CORP NEW REIT 36,828 39,068
SCHNEIDER ELEC SE UNSPONSORED ADR 29,887 38,822
SCHNEIDER ELEC SE UNSPONSORED ADR 15,033 33,150
SERVICENOW INC 92,834 190,752
SHELL PLC SPON ADR 21,276 25,728
SHELL PLC SPON ADR 21,698 30,400
SHIMANO INC UNSPONSORED ADR 12,199 11,935
SHINHAN FINANCIAL HLDG CO SPON ADR 19,010 20,099
SHIONOGI & CO LTD ADR 19,849 16,485
SHISEIDO CO LTD SPONS ADR JAPAN 15,716 10,003
SILICON MOTION TECHNOLOGY CORP ADS ADR 13,828 18,932
SIMPSON MANUFACTURING CO INC DELA 70,668 173,628
SK TELECOM CO LTD ADR 21,750 14,745
SONOVA HLDG AG ADR 7,503 15,482
SONY GROUP CORP SPONSORED ADR 54,539 57,477
SONY GROUP CORP SPONSORED ADR 35,730 37,497
SS&C TECHNOLOGIES HLDGS INC COM 53,854 47,238
STANDARD CHARTERED PLC ADR 15,080 15,549
STAR BULK CARRIERS CORP 15,739 16,604
STERIS PLC 36,245 50,126
STRYKER CORP 24,709 33,540
SUZANO SA SPON ADR 13,109 16,211
SUZUKI MOTOR CORP LTD ADR 15,300 18,058
SYMRISE AG ADR 40,431 37,744
SYMRISE AG ADR 12,619 18,982
SYSMEX CORP UNSPONSORED ADR 11,117 10,604
TAIWAN SEMICONDUCTOR MFG CO LTD ADR 50,912 53,040
TAIWAN SEMICONDUCTOR MFG CO LTD ADR 30,748 56,992
TARGET CORP 43,274 47,996
TENCENT HLDGS LTD ADR 51,067 26,906
TENCENT HLDGS LTD ADR 24,619 16,174
TEXAS INSTRUMENTS 62,285 64,093
THERMO FISHER SCIENTIFIC INC 74,565 71,657
THOMSON REUTERS CORP CAD 30,205 38,748
TORO CO 62,021 88,023
TOTALENERGIES SE SPON ADR 21,372 23,044
TOTALENERGIES SE SPON ADR 24,894 41,641
TRUIST FINL CORP 24,810 24,220
TWILIO INC NTS B/E RATE 03.625% MATURES 03/15/29 CALLABLE 5,971 6,386
TYSON FOODS INC CL A 24,382 24,080
UBS GROUP AG 41,615 42,055
UFP INDS INC 63,575 79,724
UNICHARM CORP SPON ADR 16,790 17,774
UNILEVER PLC AMER SHS NEW SPON ADR 35,712 28,361
UNION PACIFIC CORP 45,807 50,843
UNITEDHEALTH GROUP INC 55,085 90,553
US FOODS HLDG CORP 13,805 15,485
USA COM PART/USA COM FIN NTS B/E RATE 06.875% MATURES 09/01/27 2,857 2,965
USA COMPRESSION PARTNERS 0BP NTS B/E RATE 06.875% MATURES 04/01/26 1,929 1,992
VISA INC CL A 32,108 45,561
VISA INC CL A 56,550 125,228
VISTRA CORP 13,196 32,280
VONTIER CORP COM 27,559 30,680
WARNER BROS DISCOVERY INC 14,023 15,386
WASTE CONNECTIONS INC CAD 39,048 42,542
WASTE MGMT INC NEW 29,944 37,790
WATTS WATER TECHNOLOGIES INC CL A 41,052 84,586
WELLS FARGO & CO NEW 46,904 56,701
WILLIAMS COS INC (DEL) 18,571 30,581
WILLIS TOWERS WATSON PUB LTD CO 35,264 40,522
WORKDAY INC CL A 51,426 63,770
XP INC 12,905 11,445
YANDEX N V CL A 6,572 0
ZOETIS INC 28,258 70,066
ZTO EXPRESS CAYMAN INC SPON ADR 6,364 5,022

TY 2023 InvestmentsGovtObligationsSch
Name:
RICHARD LOUNSBERY FOUNDATION INC
EIN:
13-6081860
US Government Securities - End of Year Book Value:

2,578,602
US Government Securities - End of Year Fair Market Value:

2,380,726
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 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 6,144,914 5,630,101

TY 2023 LandEtcSchedule2
Name:
RICHARD LOUNSBERY FOUNDATION INC
EIN:
13-6081860
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
FURNITURE 607 607 0  
COMPUTER 1,745 1,745 0  


TY 2023 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 2,593 0   2,593


TY 2023 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 1,626 163   1,463
TELEPHONE 2,605 261   2,344
MEMBERSHIP DUES 1,000 0   1,000
COMPUTER SERVICES 9,995 1,000   8,995
INSURANCE 3,924 392   3,532
POSTAGE AND MESSENGER 670 67   603
PAYROLL FEES 4,148 417   3,731
OTHER 1,232 123   1,109
FILING FEE 750 0   750


TY 2023 OtherIncomeSchedule2
Name:
RICHARD LOUNSBERY FOUNDATION INC
EIN:
13-6081860
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
RETURNED GRANT 25,000   25,000


TY 2023 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 23,300 23,300   0
UBS - INVESTMENT ADVISORS 129,233 129,233   0
BOARD CONSULTANTS 24,000 0   24,000
GRANT CONSULTANT 4,280 0   4,280


TY 2023 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 7,000 0   0