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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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 940N
  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$25,136,704J 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) 2,220,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 38 38  
4 Dividends and interest from securities... 722,059 722,059  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,077,351
b Gross sales price for all assets on line 6a 10,682,393
7 Capital gain net income (from Part IV, line 2)... 1,077,351
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
78,591 0  
12 Total. Add lines 1 through 11........ 4,098,039 1,799,448  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 350,733 35,073   315,660
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 37,095 3,710   33,385
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
6,065 0   6,065
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
17,901 8,951   8,950
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
203,088 178,728   24,360
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
13,690 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 21,192 2,119   19,073
21 Travel, conferences, and meetings....... 77,823 0   77,823
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
20,564 1,924   18,640
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 748,151 230,505   503,956
25 Contributions, gifts, grants paid....... 3,954,807 3,954,807
26 Total expenses and disbursements. Add lines 24 and 25 4,702,958 230,505   4,458,763
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -604,919
b Net investment income (if negative, enter -0-) 1,568,943
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 70,703 121,102 121,102
2 Savings and temporary cash investments......... 508,905 662,345 662,345
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) 2,578,602 0 0
b Investments—corporate stock (attach schedule)....... 11,638,196 Click to see attachment
List of Attached Documents:
// Content
11,154,861 		14,198,108
c Investments—corporate bonds (attach schedule)....... 2,100,264 Click to see attachment
List of Attached Documents:
// Content
4,610,892 		4,614,716
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).......... 6,144,914 Click to see attachment
List of Attached Documents:
// Content
5,887,465 		5,540,433
14 Land, buildings, and equipment: basis right arrow2,352
Less: accumulated depreciation (attach schedule) right arrow2,352      
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 23,041,584 22,436,665 25,136,704
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........... 23,041,584 22,436,665
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)..... 23,041,584 22,436,665
30 Total liabilities and net assets/fund balances (see instructions). 23,041,584 22,436,665
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
23,041,584
2
Enter amount from Part I, line 27a .....................
2
-604,919
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
22,436,665
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
22,436,665
Form 990-PF (2024)
Form 990-PF (2024)
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 10,682,393   9,605,042 1,077,351
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       1,077,351
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 1,077,351
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 21,808
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 21,808
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 21,808
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 13,500
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 13,500
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 8,308
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 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 940NWASHINGTONDC 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 940N
WASHINGTON,DC20005
DAVID D SABATINI VICE CHAIRMAN
2.00 		22,000 0 0
601 13TH STREET NW 940N
WASHINGTON,DC20005
JUNE YEARWOOD TREASURER
2.00 		0 0 0
601 13TH STREET NW 940N
WASHINGTON,DC20005
MAXMILLIAN ANGERHOLZER III DIRECTOR
2.00 		22,000 0 0
601 13TH STREET NW 940N
WASHINGTON,DC20005
CATHERINE DULAC DIRECTOR
2.00 		22,000 0 0
601 13TH STREET NW 940N
WASHINGTON,DC20005
ROSE E GOTTEMOELLER DIRECTOR
2.00 		22,000 0 0
601 13TH STREET NW 940N
WASHINGTON,DC20005
CLAIRE E MAX DIRECTOR
2.00 		22,000 0 0
601 13TH STREET NW 940N
WASHINGTON,DC20005
RICHARD J MCHENRY DIRECTOR
2.00 		22,000 0 0
601 13TH STREET NW 940N
WASHINGTON,DC20005
MICHAEL J SHELLEY DIRECTOR
2.00 		22,000 0 0
601 13TH STREET NW 940N
WASHINGTON,DC20005
ELIZABETH HOLLEMAN BROWN EXECUTIVE DIRECTOR & CORPORATE SCTY
40.00 		141,733 24,912 0
601 13TH STREET NW 940N
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 (2024)
Form 990-PF (2024)
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 154,728
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 (2024)
Form 990-PF (2024)
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
24,561,060
b
Average of monthly cash balances.......................
1b
1,064,846
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
25,625,906
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
25,625,906
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
384,389
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
25,241,517
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,262,076
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
1,262,076
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
21,808
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
21,808
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,240,268
4
Recoveries of amounts treated as qualifying distributions................
4
78,591
5
Add lines 3 and 4............................
5
1,318,859
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
1,318,859
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
4,458,763
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
4,458,763
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,318,859
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020...... 397,789
c From 2021......  
d From 2022...... 355,985
e From 2023...... 891,671
f Total of lines 3a through e ........ 1,645,445
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 4,458,763
a Applied to 2023, 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
2,220,000
d Applied to 2024 distributable amount..... 1,318,859
e Remaining amount distributed out of corpus 919,904
5 Excess distributions carryover applied to 2024. 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 4,785,349
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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) ....... 		2,220,000
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		2,565,349
10 Analysis of line 9:
a Excess from 2020.... 397,789
b Excess from 2021....  
c Excess from 2022.... 355,985
d Excess from 2023.... 891,671
e Excess from 2024.... 919,904
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 940N
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 (2024)
Form 990-PF (2024)
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 AWARD 130,000

ALEX FOUNDATION

30 CURRY CIRCLE
SWAMPSCOTT,MA01907 		NONE PC COMPARING GREY PARROTS' INTELLIGENCE TO THAT OF HUMAN CHILDREN AND ADULTS 125,000

ALUMNUSB (UNIVERSIDAD SIMON BOLIVAR ALUMNI ASSOCIATION OF AMERICA INC)

35 JENNINGS ROAD
WALTHAM,MA02451 		NONE PC INTER-INSTITUTIONAL COLLABORATION PROJECT FOR EARLY CAREER SCIENTISTS FROM ARGENTINA, URUGUAY, CHILE AND BOLIVIA IN THE FIELDS OF SCIENCE AND TECHNOLOGY 200,000

AMERICAN PHILOSOPHICAL SOCIETY

104 SOUTH 5TH STREET
PHILADELPHIA,PA19147 		NONE PC AMERICAS SCIENTIFIC REVOLUTIONARIES: PROGRAMMING TO CELEBRATE THE 250TH ANNIVERSARY OF THE SIGNING OF THE DECLARATION OF INDEPENDENCE 399,300

APPALACHIAN STATE UNIVERSITY FOUNDATION INC

ASU BOX 32027
BOONE,NC28608 		NONE PC DEPARTMENT CHAIRS DISCRETIONARY FUND FOR BIOLOGY STUDENTS & FACULTY FOLLOWING HURRICANE HELENE 50,000

BIOBUS INC

1361 AMSTERDAM AVENUE SUITE 340
NEW YORK,NY10027 		NONE PC UPDATING OF MOBILE SCIENCE LAB FOR K-12 STUDENTS 15,000

BROOKLYN WORKFORCE INSTITUTE (LEAP INC)

621 DEGRAW STREET
BROOKLYN,NY11217 		NONE PC SUPPORT FOR CAREER TRAINING FOR LOW-INCOME NEW YORKERS 5,000

CANDID

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

CENTER FOR OPEN SCIENCE

210 RIDGE MCINTIRE ROAD 500
CHARLOTTESVILLE,VA22903 		NONE PC SUPPORTING TRANSPARENCY IN THE EVALUATION OF ACADEMIC RESEARCH 25,000

CENTER FOR STRATEGIC & INTERNATIONAL STUDIES

1600 RHODE ISLAND AVENUE NW
WASHINGTON,DC20036 		NONE PC UNDERSTANDING AND STRENGTHENING US-LATIN AMERICA EDUCATIONAL EXCHANGE FROM A PUBLIC DIPLOMACY PERSPECTIVE 250,000

CENTER FOR THE STUDY OF THE PRESIDENCY & CONGRESS

601 13TH STREET NW SUITE 1050N
WASHINGTON,DC20005 		NONE PC SUPPORT FOR A BOOK ABOUT EURO-ATLANTIC DEFENSE & SECURITY SINCE UKRAINE 15,000

CENTER FOR THE STUDY OF THE PRESIDENCY & CONGRESS

601 13TH STREET NW SUITE 1050N
WASHINGTON,DC20005 		NONE PC CELEBRATING AMERICAN INNOVATION OVER THE PAST 250 YEARS 250,000

CHANGING NORMS INC

150-34 119TH ROAD
JAMAICA,NY11434 		NONE PC CHANGING NORMS STEM CAMP 13,000

CIENTIFICO LATINO INC

11703 SUTTER AVENUE
SOUTH OZONE PARK,NY11420 		NONE PC SEED FUNDING FOR CIENTIFICO LATINO AS THEY HELP LOW-INCOME AND FIRST-GENERATION GRADUATE SCHOOL STUDENTS NAVIGATE THE GRADUATE SCHOOL 50,000

COLUMBIA UNIVERSITY TEACHERS COLLEGE

525 WEST 120TH STREET
NEW YORK,NY10027 		NONE PC 1776: SEEDTIME OF AMERICAN EDUCATION - PROGRAMMING TO CELEBRATE THE 250TH ANNIVERSARY OF THE SIGNING OF THE DECLARATION OF INDEPENDENCE 210,000

COUNCIL ON FOUNDATIONS

1255 23RD STREET NW SUITE 200
WASHINGTON,DC20037 		NONE PC GENERAL OPERATING SUPPORT 6,000

DATACITE INTERNATIONAL DATA CITATION INITIATIVE EV

WELFENGARTEN 1 B
HANNOVER    
GM 		NONE NC ADVANCING OPEN SCIENCE INFRASTRUCTURE BY ADDRESSING CHALLENGES IN DATA ACCESSIBILITY, TRANSPARENCY, AND REPRODUCIBILITY 50,000

EXAM SCHOOLS PARTNERSHIP INITIATIVE INC

230 WEST 105TH STREET 13B
NEW YORK,NY10025 		NONE PC ESPI: CITY SMART SCHOLARS PROGRAM OF ACADEMIC ENRICHMENT AND TEST PREPARATION 5,000

FRENCH-AMERICAN CULTURAL FOUNDATION

3101 WISCONSIN AVENUE NW
WASHINGTON,DC20016 		NONE PC SUPPORT FOR FRENCH FILM PROJECT AIMED AT CREATING AWARENESS IN THE U.S. ABOUT THE VULNERABILITY OF THE POLYNESIAN ATOLL ECOSYSTEMS 200,000

FRIENDS OF EUROPE ASBL

SQUARE DE MEEUS 5-6 1000 BRUSSELS
BE 		NONE NC SUPPORT FOR A STUDY TO INFORM POLICY RECOMMENDATIONS TO STRENGTHEN TRANSATLANTIC COOPERATION 15,000

FRIENDS OF THE NEW YORK TRANSIT MUSEUM

130 LIVINGSTONE STREET 10TH FLOOR
NEW YORK,NY11201 		NONE PC SUPPORT FOR BOOK ABOUT SECOND AVENUE SUBWAY 15,000

GEOPEDIS ASSOCIATION

11 RUE DE LA GARE
PIBRAC   31820
FR 		NONE NC THE STARRY WALK - A DOCUMENTARY FILM INSPIRED BY A 6 WEEK WALKING AND DRIVING ADVENTURE UNDER THE SKY OF CALIFORNIA TO EDUCATE THE PUBLIC ABOUT THE DANGERS OF LIGHT POLLUTION. 75,000

HARVARD UNIVERSITY

1635 TREMONT STREET
BOSTON,MA02120 		NONE PC SUPPORT FOR SABBATICAL STUDY FOR FRENCH SCIENTISTAT THE HARVARD MEDICAL SCHOOL 15,000

INDIANA UNIVERSITY

2300 SOUTH WASHINGTON STREET
KOKOMO,IN46904 		NONE PC MAKING RENAISSANCE FLORENTINE BURIAL RECORDS FREELY ACCESSIBLE ONLINE FOR HISTORICAL AND MEDICAL SCHOLARSHIP 70,000

INSTITUT DE PALEONTOLOGIE HUMAINE FONDATION ALBERT LER PRINCE DE MONACO DE

1 RUE RENE PANHARD
PARIS   75013
FR 		NONE NC RESEARCH ON ORIGIN AND CULTURAL EVOLUTION OF HUMAN 15,000

INSTITUTE OF HYDRO-ENGINEERING OF POLISH ACADEMY OF SCIENCES

ULICA KOSCIERSKA 7
GDANSK   80-328
PL 		NONE NC STUDYING LEONARDO DA VINCI'S DRAWINGS TO UNDERSTAND FLOW FORENSIC ANALYSIS USING MODERN EXPERIMENTAL TECHNIQUES 60,000

INSTITUTO DE BIOLOGIA MOLECULAR Y CELULAR DE ROSARIO

OCAMPO Y ESMERALDA
ROSARIO   2000
AR 		NONE NC SUPPORT FOR ARGENTINE LABORATORY RESEARCHING A PROTEIN IMPLICATED IN PARKINSONS DISEASE 15,000

INTERSPECIES IO INC

8 THE GREEN SUITE B
DOVER,DE19901 		NONE PC SUPPORTING OUR UNDERSTANDING AND APPRECIATION OF THE COMMUNICATION SYSTEMS OF OTHER SPECIES 150,000

LEONARDO DA VINCI HERITAGE ASSOCIATION

PIAZZA DELA LIBERTA 2
VINVI FI   50059
IT 		NONE NC TUSCAN EXCAVATIONS RELATED TO LEONARDO DA VINCI'S BIOLOGICAL TRACES 15,000

MARINE TECHNOLOGY SOCIETY INC

ONE THOMAS CIRCLE NW SUITE 700
WASHINGTON,DC20005 		NONE PC MARINE TECHNOLOGY SOCIETY EDNA COMMITTEE LAUNCH 15,000

MYRIAD USA

551 FIFTH AVENUE SUITE 2400
NEW YORK,NY10176 		NONE PC SUPPORT FOR BIOICE-EXPLORING: LOOKING FOR BIOLOGICAL MARKERS IN ICE CORES TO UNCOVER ECOSYSTEM RESPONSE TO CHANGE 150,000

NATIONAL ACADEMY OF SCIENCES

500 5TH STREET NW
WASHINGTON,DC20001 		NONE PC SUPPORT FOR FRENCH PARTICIPATION AT THE BEEBE SYMPOSIUM ON AI AND ML APPLICATIONS IN RADIATION THERAPY, DIAGNOSTICS, AND OCCUPATIONAL HEALTH AND SAFETY 10,000

NEW YORK UNIVERSITY

665 BROADWAY SUITE 801
NEW YORK,NY10012 		NONE PC ADVANCING DIGITAL RIGHTS IN LIBRARY COMMUNITIES 111,100

NEW YORK UNIVERSITY GROSSMAN SCHOOL OF MEDICINE

430 EAST 29TH STREET
NEW YORK,NY10016 		NONE PC SUPPORT FOR RESEARCH LABORATORY OF DEPARTMENT OF CELL BIOLOGY AND DR. DAVID SABATINI 55,914

NORTH CAROLINA SCHOOL OF SCIENCE AND MATHEMATICS FOUNDATION

PO BOX 2733
DURHAM,NC27715 		NONE PC HURRICANE HELENE DISASTER RELIEF 10,000

PHILANTHROPY ROUNDTABLE

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

PROFESSIONAL CHILDREN'S SCHOOL

132 W 60TH STREET
NEW YORK,NY10023 		NONE PC GENERAL OPERATING SUPPORT 15,000

REALCLEARPOLITICS INSTITUTE FOR NEWS AND INFORMATION

666 DUNDEE ROAD BLD 600
NORTHBROOK,IL60062 		NONE PC ENHANCING COVERAGE OF NEW ENVIRONMENTALISM BY THE REALCLEARSCIENCE WEBSITE 15,000

RESOURCES FOR THE FUTURE

1616 P STREET NW
WASHINGTON,DC20036 		NONE PC SUPPORT FOR ADVANCING PROGRAMMATIC PRIORITIES OF THE NEXT LEADER OF RESOURCES FOR THE FUTURE 10,000

RESOURCES USA

3682 KING STREET
ALEXANDRIA,VA22302 		NONE PC SUPPORT FOR THE WOMEN IN SCIENCE DIPLOMACY ASSOCIATION 15,000

SAMARITAN'S PURSE

PO BOX 3000
BOONE,NC28607 		NONE PC HURRICANE HELENE DISASTER RELIEF 5,000

SETI INSTITUTE

339 BERNARDO AVENUE
MOUNTAIN VIEW,CA94043 		NONE PC SATELLITE IMPACTS AND COMMUNITY ASTRONOMY NETWORK (SICAN): SUPPORT TO HARNESS A GLOBAL NETWORK OF CITIZEN SCIENTISTS TO MONITOR SATELLITES 100,401

STANFORD UNIVERSITY

856 BAKER STREET
SAN FRANCISCO,CA94115 		NONE PC SUPPORT FOR A STUDY ON AIR POLLUTION IN AFRICA 9,754

THE ALEXANDER HAMILTON SOCIETY

1750 H STREET NW SUITE 200
WASHINGTON,DC20006 		NONE PC 1776: STUDYING THE BEGINNINGS OF THE AMERICAN REPUBLIC'S EARLY FOREIGN POLICY 125,000

THE JEWISH MUSEUM

1109 5TH AVENUE
NEW YORK,NY10128 		NONE PC SUPPORT FOR AN EXHIBITION ABOUT JEWISH VISUAL CULTURE IN COLONIAL AMERICA AND THE REVOLUTION 150,000

THE TRUSTEES OF THE SMITH COLLEGE

44 COLLEGE LANE
NORTH HAMPTON,MA01063 		NONE PC PREPARING UNDERGRADUATE WOMEN FOR ADVANCED SUMMER INTERNSHIPS IN COMPUTATIONAL AND APPLIED MATHEMATICS 100,617

TRUSTEES OF HARVARD

1033 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02138 		NONE PC TRANSLATING A COURSE ABOUT SCIENCE OF OPTICS IN THE VISUAL ARTS FOR THE GENERAL PUBLIC 100,000

UNIVERSIDAD SIMON BOLIVAR ALUMNI ASSOCIATION OF AMERICA INC

35 JENNINGS ROAD
WALTHAM,MA02451 		NONE PC SCHOLARSHIPS FOR STUDENTS AND FACULTY IN VENEZUELA IN THE NATURAL SCIENCES AT USB 115,000

UNIVERSITY OF KHARTOUM ALUMNI ASSOCIATION NORTH AMERICA

8397 CROSSBOW COURT
GRAND BLANC,MI48439 		NONE PC ESTABLISHING UNIVERSITY OF KHARTOUM NEW INTERNATIONAL EXAMINATION CENTER IN RIYADH, KINGDOM OF SAUDI ARABI 15,000

UNIVERSITY OF RHODE ISLAND

70 LOWER COLLEGE ROAD
KINGSTON,RI02881 		NONE PC SUPPORT FOR BUILDING A NEW COALITION OF US OCEANOGRAPHIC INSTITUTIONS TO ADDRESS CRITICAL OCEAN SCIENCE CHALLENGES OF TODAY 152,630

WARREN WILSON COLLEGE

701 WARREN WILSON ROAD
SWANNANOA,NC28778 		NONE PC HURRICANE HELENE DISASTER RELIEF 10,000

YALE UNIVERSITY

PO BOX 2038
NEW HAVEN,CT06521 		NONE PC DNA ANALYSIS OF CULTURAL HERITAGE 78,591

YALE UNIVERSITY

PO BOX 2038
NEW HAVEN,CT06521 		NONE PC SUPPORT TO DEVELOP A FREE, ONLINE HIGH-QUALITY ECONOMICS TEXTBOOK 120,000

OCEANS INITIATIVE

1208 W PENDER STREET 300
VANCOVER   BCV6E2S8
CA 		NONE NC ACOUSTIC PROSPECTING: EXPLORING LOW-COST METHODS TO MEASURE, MAP, AND MONITOR OCEAN NOISE 15,000
Total .................................right arrow 3a 3,954,807
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 38  
4 Dividends and interest from securities ....     14 722,059  
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 1,077,351  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aRETURNED GRANT 		    01 78,591  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,878,039 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,878,039
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
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
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
RICHARD LOUNSBERY FOUNDATION INC
  		Employer identification number
13-6081860
Part I
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

$ 2,220,000


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 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 17,901 8,951   8,950

TY 2024 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 $2,220,000 AS A DISTRIBUTION OUT OF CORPUS TO SATISFY THE REQUIREMENTS IMPOSED BY SECTION 4942(H)(2). AN ELECTION IS HEREBY MADE PURSUANT TO REG. 53.4942(A)-3(D)(2) TO TREAT $2,220,000 AS A DISTRIBUTION OUT OF CORPUS.

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

TY 2024 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   1/30/2025 2025-01-30 WE RECEIVED THE ANNUAL INTERIM FINANCIAL PROGRESS REPORT ON 1/30/2025 AND THE GRANTEE WAS GRANTED AN EXTENSION THROUGH 1/31/2026. 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.
UNIVERSITY OF ST ANDREW'S
  		ST ANDREWS FIFE
ST ANDREW    
UK 		2020-05-01 12,000 ADVANCING SOUND AS AN ESSENTIAL OCEAN VARIABLE IN GLOBAL OBSERVING 12,000   4/22/2025 2025-04-22 THE ANNUAL REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2024 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.
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" 33,483   1/21/2025 2025-01-21 WE RECEIVED THE ANNUAL INTERIM FINANCIAL PROGRESS REPORT ON 4/22/2025 AND THE GRANTEE WAS GRANTED AN EXTENSION THROUGH 04/30/2026. 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.
SORBONNE UNIVERSITY - 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 175,000   12/16/2024 2024-12-16 THE ANNUAL REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2024 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. 300,000   4/9/2025 2025-04-09 THE ANNUAL REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2024 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 92,539   9/30/2024 2024-09-30 THE ANNUAL REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2024 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.
PREPARATORY COMMISSION FOR THE COMPREHENSIVE NUCLEAR-TEST-BAN-TREATY ORG
  		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 42,062   9/13/2024 2024-09-13 THE ANNUAL REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2024 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 111,800   3/16/2025 2025-03-16 THE ANNUAL REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2024 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.
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   7/18/2024 2024-07-18 THE ANNUAL REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2024 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.
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) 140,300   4/28/2025 2025-04-28 THE ANNUAL REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2024 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.
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 50,000   4/28/2025 2025-04-28 THE ANNUAL REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2024 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 (BOOK) 15,000   4/14/2025 2025-04-14 THE ANNUAL REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2024 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 15,000   6/25/2024 2024-06-25 THE ANNUAL REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2024 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.
ACADEMIE DES SCIENCES
  		23 QUAI DE CONTI
PARIS   75270
FR 		2023-05-25 130,000 RICHARD LOUNSBERY FRENCH-AMERICAN SCIENTIFIC SYMPOSIUM 2024 AND BUILDING AN ALUMNI NETWORK 130,000   4/28/2025 2025-04-28 THE ANNUAL REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2024 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.
SEA SEARCH RESEARCH AND CONSERVATION NPC
  		4 BATH ROAD MUIZENBERG
CAPE TOWN   7945
SF 		2023-07-19 80,000 MAKING AFRICA HEARD BY GROWING THE AFRICAN BIOACOUSTICS COMMUNITY 80,000   2/7/2025 2025-02-07 THE ANNUAL REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2024 FOR THE PURPOSE OF THE GRANT. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSES OF THE GRANT.
PARTNERSHIP FOR OBSERVATION OF THE GLOBAL OCEANS
  		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 15,000   9/20/2024 2024-09-20 THE ANNUAL REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2024 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 		2023-09-23 300,000 EMPOWERING NATO TO HELP MAINTAIN ITS MILITARY AND TECHNOLOGICAL EDGE TO FACE CURRENT AND FUTURE SECURITY CHALLENGES 300,000   4/9/2025 2025-04-09 THE ANNUAL REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2024 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 LONDON BIRKBECK
  		MALET ST
LONDON   WC1E 7HX
UK 		2023-10-30 25,000 SCIENTIFIC COLLABORATION STUDYING THE ORIGIN AND HAZARDS OF PAEKTU/ CHANGBAISHAN VOLCANO 19,700   1/30/2025 2025-01-30 WE RECEIVED THE ANNUAL INTERIM FINANCIAL PROGRESS REPORT ON 1/30/2025 AND THE GRANTEE WAS GRANTED AN EXTENSION THROUGH 1/31/2026. 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.
FACULTAD DE MEDICINA UNIVERSIDAD DE LE REPUBLICA (FUNDACION MANUEL PEREZ)
  		UNIVERSIDAD DE LA REPUBLICA
MONTEVIDEO    
UY 		2023-11-21 15,000 SUPPORTING A LABORATORY IN URUGUAY: CYTOCHROME C IN CELLS - NEW ASPECTS OF AN OLD PROTEIN 15,000   4/28/2025 2025-04-28 THE ANNUAL REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2024 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 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 39,697   12/18/2024 2024-12-18 WE RECEIVED THE ANNUAL INTERIM FINANCIAL PROGRESS REPORT ON 12/31/2024 AND THE GRANTEE WAS GRANTED AN EXTENSION THROUGH 12/31/2025. WE EXPECT TO RECEIVE A FINAL REPORT AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT.
OCEANS INITIATIVE
  		1208 W PENDER STREET 300
VANCOUVER,VANCOUVERV6E 2S8
CA 		2024-02-02 15,000 ACOUSTIC PROSPECTING: EXPLORING LOW-COST METHODS TO MEASURE, MAP, AND MONITOR OCEAN NOISE 15,000   4/21/2025 2025-04-21 THE ANNUAL REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2024 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.
GEOPEDIS ASSOCIATION
  		11 RUE DE LA GARE
PIBRAC   31820
FR 		2024-02-21 75,000 THE STARRY WALK - A DOCUMENTARY FILM INSPIRED BY A 6 WEEK WALKING AND DRIVING ADVENTURE UNDER THE SKY OF CALIFORNIA TO EDUCATE THE PUBLIC ABOUT THE DANGERS OF LIGHT POLLUTION 75,000   1/15/2025 2025-01-15 THE ANNUAL REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2024 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 HYDRO-ENGINEERING OF POLISH ACADEMY OF SCIENCES
  		ULICA KOSCIERSKA 7
GDANSK   80-328
PL 		2024-02-21 60,000 STUDYING LEONARDO DA VINCI'S DRAWINGS TO UNDERSTAND FLOW FORENSIC ANALYSIS USING MODERN EXPERIMENTAL TECHNIQUES 48,047   2/28/2025 2025-02-28 WE RECEIVED THE ANNUAL INTERIM FINANCIAL PROGRESS REPORT ON 2/28/2025 AND THE GRANTEE WAS GRANTED AN EXTENSION THROUGH 2/28/2026. WE EXPECT TO RECEIVE A FINAL REPORT AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT.
LEONARDO DA VINCI HERITAGE ASSOCIATION
  		PIAZZA DEL LIBERTA 2 50059
VINCI FL    
IT 		2024-03-26 15,000 TUSCAN EXCAVATIONS RELATED TO LEONARDO DA VINCI'S BIOLOGICAL TRACES 15,000   4/11/2025 2025-04-11 THE ANNUAL REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2024 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.
DATACITE INTERNATIONAL DATA CITATION INITIATIVE EV
  		WELFENGARTEN 1 B
HANNOVER   30167
GM 		2024-05-07 50,000 ADVANCING OPEN SCIENCE INFRASTRUCTURE BY ADDRESSING CHALLENGES IN DATA ACCESSIBILITY, TRANSPARENCY, AND REPRODUCIBILITY 30,500   1/31/2025 2025-01-31 WE RECEIVED THE ANNUAL INTERIM FINANCIAL PROGRESS REPORT ON 1/31/2025 AND THE GRANTEE WAS GRANTED AN EXTENSION THROUGH 2/28/2026. WE EXPECT TO RECEIVE A FINAL REPORT AT THAT TIME. TO THE KNOWLEDGE OF THE LOUNSBERY FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY OF THE FUNDS FROM THE PURPOSE OF THE GRANT.
INSTITUT DE PALEONTOLOGIE HUMAINE FONDATION
  		1 RUE RENE PANHARD
PARIS   75013
FR 		2024-06-03 15,000 RESEARCH ON ORIGIN AND CULTURAL EVOLUTION OF HUMAN 0       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.
ACADEMIE DES SCIENCES
  		23 QUAI DE CONTI
PARIS   75270
FR 		2024-08-20 130,000 RICHARD LOUNSBERY AWARD FOR EXCEPTIONAL EARLY CAREER SCIENTISTS 130,000   8/31/24 2024-08-31 THE ANNUAL REPORT WAS FOUND TO BE IN ORDER, INDICATING THAT THE GRANT FUNDS WERE FULLY EXPENDED IN 2024 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.
FRIENDS OF EUROPE ASBL
  		SQUARE DE MEEUS 5-6
BRUSSELS   1000
BE 		2024-11-14 15,000 SUPPORT FOR A STUDY TO INFORM POLICY RECOMMENDATIONS TO STRENGTHEN TRANSATLANTIC COOPERATION         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.
INSTITUTO DE BIOLOGIA MOLECULAR Y CELULAR DE ROSARIO
  		OCAMPO Y ESMERALDA
ROSARIO   2000
AR 		2024-12-09 15,000 SUPPORT FOR ARGENTINE LABORATORY RESEARCH A PROTEIN IMPLICATED IN PARKINSON'S DISEASE         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.

TY 2024 InvestmentsCorpBondsSchedule
Name:
RICHARD LOUNSBERY FOUNDATION INC
EIN:
13-6081860
Name of Bond End of Year Book Value End of Year Fair Market Value
ALLEGHENY TECHNOLOGIES CALL@MW+50BP RATE 04.875% MATURES 10/01/29 8,820 8,574
ALLEGION US HLDG CO B/E CALL@MW+40BP RATE 05.411% MATURES 07/01/32 CALLABLE 80,372 81,749
ALLY FINL INC B/E RATE 08.000% MATURES 11/01/31 2,598 2,212
ALLY FINL INC NTS B/E RATE 06.700% MATURES 02/14/33 CALLABLE 3,936 4,033
ALTRIA GROUP INC NTS B/E CALL@MW+35BP RATE 06.875% MATURES 11/01/33 CALLABLE 79,711 80,330
AMER AXLE & MANF INC NTS CALL@MW+50BP RATE 06.500% MATURES 04/01/27 6,128 5,934
AMERICAN TOWER CORP NTS CALL@MW+20BP RATE 05.450% MATURES 02/15/34 CALLABLE 83,339 83,164
AMERIGAS PARTNER B/E CALL@MW+50BP RATE 05.875% MATURES 08/20/26 CALLABLE 1,939 1,927
ASBURY AUTO GROUP INC NTS B/E RATE 04.500% MATURES 03/01/28 4,066 3,834
AT&T INC B/E 0BP RATE 04.350% MATURES 03/01/29 CALLABLE 87,433 78,309
B A T CPTL CORP NTS B/E CALL@MW+40BP RATE 06.421% MATURES 08/02/33 CALLABLE 80,629 81,391
BALL CORP NTS B/E CALL@MW+50BP RATE 03.125% MATURES 09/15/31 CALLABLE 4,886 4,244
BALL CORP NTS B/E CALL@MW+50BP RATE 06.875% MATURES 03/15/28 6,181 6,137
BERRY GLOB INC NTS B/E CALL@MW+35BP RATE 05.500% MATURES 04/15/28 45,415 45,441
BERRY GLOB INC NTS B/E RATE 01.570% MATURES 01/15/26 CALLABLE 38,341 39,566
BLOCK FINANCIAL LLC B/E CALL@MW+50BP RATE 03.875% MATURES 08/15/30 CALLABLE 80,668 82,111
BLOCK INC NTS B/E CALL@MW+50BP RATE 03.500% MATURES 06/01/31 CALLABLE 9,800 10,566
BOYD GAMING CORP NTS B/E 0BP RATE 04.750% MATURES 12/01/27 16,384 16,435
BOYD GAMING CORP NTS B/E 0BP RATE 04.750% MATURES 12/01/27 4,785 4,834
BROADCOM CORP NTS B/E CALL@MW+25BP RATE 03.875% MATURES 01/15/27 CALLABLE 80,161 81,710
BUCKEYE PARTNERS L P B/E CALL@MW+35BP RATE 03.950% MATURES 12/01/26 CALLABLE 5,915 5,775
BUCKEYE PARTNERS L P CALL@MW+37.5BP RATE 05.600% MATURES 10/15/44 3,935 4,098
CARLISLE COS INC B/E CALL@MW+20BP RATE 02.200% MATURES 03/01/32 CALLABLE 80,023 81,622
CARPENTER TECHNOLOGY NTS CALL@MW+50BP RATE 06.375% MATURES 07/15/28 11,003 11,000
CCO HLDGS LLC/CAP CORP CALL@MW+50BP RATE 04.500% MATURES 05/01/32 26,728 24,084
CDW LLC / CDW FIN CORP CALL@MW+50BP RATE 04.250% MATURES 04/01/28 80,050 81,399
CEDAR FAIR/CAN/MAGNUM/MI CALL@MW+50BP RATE 05.375% MATURES 04/15/27 5,767 5,936
CENTRAL GARDEN & PET CO 0BP RATE 04.125% MATURES 10/15/30 CALLABLE 5,718 5,391
CHEMOURS CO NTS B/E CALL@MW+50BP RATE 05.375% MATURES 05/15/27 10,037 9,625
CHENIERE ENERGY PARTNERS CALL@MW+50BP RATE 04.500% MATURES 10/01/29 10,227 9,682
CLEVELAND-CLIFFS INC NTS 0BP RATE 05.875% MATURES 06/01/27 10,174 9,943
COMMERCIAL METALS CO B/E CALL@MW+50BP RATE 03.875% MATURES 02/15/31 CALLABLE 4,997 4,417
COMMERCIAL METALS CO NTS CALL@MW+50BP RATE 04.375% MATURES 03/15/32 CALLABLE 7,560 7,164
CONAGRA FOODS INC B/E CALL MW+30BP RATE 04.850% MATURES 11/01/28 CALLABLE 80,474 81,506
CROWN AMER/CAP CORP VI CALL@MW+50BP RATE 04.750% MATURES 02/01/26 4,037 3,951
CROWN CASTLE INC B/E CALL@MW+20BP RATE 05.200% 64,482 63,363
CROWN CASTLE INC NTS B/E CALL@MW+25BP RATE 05.600% MATURES 06/01/29 CALLABLE 20,205 20,381
DANA HLDG CORP NTS B/E 0BP RATE 05.375% MATURES 11/15/27 5,153 4,928
DICK'S SPORTING GOODS B/E RATE 03.150% MATURES 01/15/32 CALLABLE 80,101 83,281
DOLLAR TREE INC NTS B/E CALL@MW+20BP RATE 04.000% MATURES 05/15/25 CALLABLE 80,679 81,696
EAGLE MATERIALS INC B/E 0BP RATE 02.500% MATURES 07/01/31 CALLABLE 80,390 81,670
ECHOSTAR CORP NTS B/E RATE 10.750% MATURES 11/30/29 6,472 6,452
ELANCO ANIMAL HEALTH INC B/E RATE 06.400% MATURES 08/28/28 7,353 7,095
EMBARQ CORP MW+40BP NTS RATE 07.995% MATURES 06/01/36 2,372 1,093
ENCOMPASS HEALTH CORP CALL@MW+50BP RATE 04.750% MATURES 02/01/30 CALLABLE 105,601 107,126
ENCOMPASS HEALTH CORP CALL@MW+50BP RATE 04.750% MATURES 02/01/30 CALLABLE 7,090 6,636
ENLINK MIDSTREAM LLC B/E RATE 05.375% MATURES 06/01/29 CALL@MW+50BP 6,378 7,000
EPR PROPERTIES B/E 4.750% 121526 DTD121416 FC061517 CALL@MW+40BP 5,165 4,960
EXPEDIA GROUP INC B/E CALL@MW+25BP RATE 03.250% MATURES 02/15/30 CALLABLE 80,583 82,963
FISERV INC NTS B/E CALL@MW+25BP RATE 05.625% MATURES 08/21/33 CALLABLE 79,850 80,418
FLEX LTD NTS B/E CALL@MW+35BP RATE 06.000% MATURES 01/15/28 CALLABLE 79,930 80,582
FORD MOTOR CO B/E RATE 04.750% MATURES 01/15/43 5,040 3,946
FORD MTR CO DEL WT EXP RATE 09.625% MATURES 04/22/30 CALL@MW+50BP 16,453 16,146
FORTUNE BRANDS HOME & SE 4.000% 061525 DTD061515 FC121515 CALL@MW+30BP 80,545 81,674
GENESIS ENERGY L P NTS CALL@MW+50BP RATE 08.000% MATURES 01/15/27 2,936 3,052
GENUINE PARTS CO B/E CALL@MW+35BP RATE 06.875% MATURES 11/01/33 CALLABLE 79,762 80,020
GLOBAL PAYMENTS INC NTS 2.650% 021525 DTD081419 FC021520 80,028 81,743
GOODYEAR TIRE & RUBBER CALL @MW+50BP RATE 04.875% MATURES 03/15/27 CALLABLE 2,060 1,932
GOODYEAR TIRE & RUBBER CALL@MW+50BP RATE 05.000% MATURES 05/31/26 5,041 4,921
GRIFFON CORP NTS B/E 0BP RATE 05.750% MATURES 03/01/28 7,089 6,864
HCA INC NTS B/E CALL@MW+50BP RATE 05.375% MATURES 09/01/26 CALLABLE 80,825 81,241
HILLENBR& INC NTS B/E CALL@MW+50BP RATE 06.250% MATURES 02/15/29 CALLABLE 5,035 4,996
HILTON DOMESTIC OPERATIN CALL@MW+50BP RATE 04.875% MATURES 01/15/30 6,281 5,755
HILTON WORLDWIDE FIN LLC CALL@MW+50BP RATE 04.875% MATURES 04/01/27 8,155 7,890
HP INC B/E RATE 04.200% MATURES 04/15/32 CALLABLE 80,730 81,498
HUGHES SATELLITE SYSTEMS CALL@MW+50BP RATE 06.625% MATURES 08/01/26 7,043 5,545
HUGHES SATELLITE SYSTEMS NTS B/E RATE 05.250% MATURES 08/01/26 3,098 2,750
ICAHN ENTERPRISES L P / 0BP RATE 05.250% MATURES 05/15/27 CALLABLE 13,252 12,308
IQVIA INC NTS B/E CALL@MW+30BP RATE 06.250% MATURES 02/01/29 85,504 83,749
L BRANDS INC NTS B/E CALL@MW+50BP RATE 06.750% MATURES 07/01/36 10,551 9,146
L BRANDS INC NTS B/E CALL@MW+50BP RATE 07.500% MATURES 06/15/29 105,193 105,113
L BRANDS INC NTS B/E CALL@MW+50BP RATE 07.500% MATURES 06/15/29 4,085 4,122
LAMAR MEDIA CORP NTS B/E CALL@MW+50BP RATE 04.875% MATURES 01/15/29 7,237 6,725
LAS VEGAS SANDS CORP NTS CALL@MW+25BP RATE 03.500% MATURES 08/18/26 CALLABLE 6,137 6,814
LKQ CORP NTS B/E CALL@MW+45BP RATE 06.250% MATURES 06/15/33 80,101 80,474
MAGALLANES INC NTS B/E RATE 04.279% MATURES 03/15/32 CALLABLE 80,256 80,216
MARRIOTT INTL B/E 0BP RATE 04.625% MATURES 06/15/30 CALLABLE 80,248 81,431
MARRIOTT OWNERSHIP RESORTS INC RATE 04.750% MATURES 01/15/28 5,063 4,804
MGM RESORTS INTL NTS B/E 0BP RATE 06.500% MATURES 04/15/32 CALLABLE 5,011 4,982
MGM RESORTS INTL NTS B/E CALL@MW+50BP RATE 05.500% MATURES 04/15/27 CALLABLE 9,112 8,944
MICROCHIP TECHNOLOGY INC NTS B/E RATE 04.250% MATURES 09/01/25 82,658 83,651
MOLSON COORS BREWING CO 3.000% 071526 DTD070716 FC011517 CALL@MW+25BP 80,080 81,819
MOTOROLA SOLUTIONS INC CALL@MW+40BP RATE 05.600% MATURES 06/01/32 CALLABLE 79,756 80,636
MPT OPER PARTNERSP/FINL CALL@MW+50BP RATE 04.625% MATURES 08/01/29 5,221 3,583
NEWELL BRANDS INC B/E CALL@MW+35BP STEP CPN RATE 05.700% MATURES 04/01/26 4,713 4,998
NEWELL BRANDS INC NTS B/E RATE 06.625% MATURES 09/15/29 CALLABLE 2,944 3,051
NEWELL RUBBERMAID INC CALL@MW+45BP RATE 05.500% MATURES 04/01/46 CALLABLE 4,725 4,773
NOKIA CORP B/E RATE 04.375% MATURES 06/12/27 3,116 2,919
NRG ENERGY INC NTS B/E CALL@MW+50BP RATE 05.750% MATURES 01/15/28 12,256 11,958
NUSTAR LOGISTICS L P B/E CALL@MW+50BP RATE 05.625% MATURES 04/28/27 CALLABLE 5,138 4,964
NUSTAR LOGISTICS LP B/E RATE 06.375% MATURES 10/01/30 CALLABLE CALL@MW+50BP 5,108 5,014
OCCIDENTAL PETROLEUM CALL@MW+50BP RATE 08.875% MATURES 07/15/30 CALLABLE 14,266 13,705
OLIN CORP B/E 0BP RATE 05.625% MATURES 08/01/29 80,483 79,725
OLIN CORP B/E 0BP RATE 05.625% MATURES 08/01/29 6,301 5,834
ONEMAIN FIN CORP NTS B/E RATE 03.875% MATURES 09/15/28 2,775 2,765
ONEMAIN FINL CORP NTS CALL@MW+50BP RATE 09.000% MATURES 01/15/29 CALLABLE 8,474 8,491
ORACLE CORP B/E 5BP RATE 06.250% MATURES 11/09/32 CALLABLE 15,979 15,906
P & O PRINCESS CRUISES NTS B/E RATE 07.875% MATURES 06/01/27 5,003 5,228
PENSKE AUTO GROUP INC CALL@MW+50BP RATE 03.500% MATURES 09/01/25 7,030 6,911
PG & E CORP NTS B/E CALL@MW+50BP RATE 05.000% MATURES 07/01/28 6,114 5,862
PG&E CORP NTS B/E CALL@MW+50BP RATE 05.250% MATURES 07/01/30 CALLABLE 2,120 1,958
PHILIP MORRIS INTL INC B/E RATE 05.375% MATURES 02/15/33 CALLABLE 25,485 25,054
QORVO INC NTS B/E CALL@MW+50BP RATE 04.375% MATURES 10/15/29 80,033 80,653
QUANTA SERVICES INC B/E CALL@MW+35BP RATE 02.900% MATURES 10/01/30 CALLABLE 80,236 82,171
RADIAN GROUP INC B/E CALL@MW+50BP RATE 04.875% MATURES 03/15/27 CALLABLE 6,118 5,957
RANGE RESOURCES CORP NTS CALL@MW+50BP RATE 08.250% MATURES 01/15/29 9,257 9,266
REGAL REXNORD CORP NTS B/E RATE 06.400% MATURES 04/15/33 CALLABLE 7,245 7,226
RHP HOTEL PPTYS LP & RHP 0BP RATE 04.750% MATURES 10/15/27 7,091 6,771
ROYAL CARIBBEAN CRUISES CALL@MW+25BP RATE 03.700% MATURES 03/15/28 CALLABLE 11,838 12,325
SALLY HLDGS LLC NTS B/E CALL@MW+50BP RATE 06.750% MATURES 03/01/32 CALLABLE 5,092 5,009
SBA COMMUNICATIONS CORP CALL@MW+50BP RATE 03.125% MATURES 02/01/29 67,209 68,601
SCOTTS MIRACLE-GRO CO CALL@MW+50BP RATE 04.500% MATURES 10/15/29 10,647 10,136
SEAGATE HDD CAYMAN B/E CALL@MW+50BP RATE 03.375% MATURES 07/15/31 1,615 1,649
SEAGATE HDD CAYMAN NTS CALL@MW+40BP RATE 04.875% MATURES 06/01/27 CALLABLE 4,045 3,941
SEAGATE HDD CAYMAN NTS CALL@MW+50BP RATE 03.125% MATURES 07/15/29 3,500 3,595
SERVICE CORP INTL NTS CALL@MW+50BP RATE 04.000% MATURES 05/15/31 CALLABLE 105,332 106,042
SM ENERGY CO B/E CALL@MW+50BP RATE 06.750% MATURES 09/15/26 9,932 9,990
SOUTHWESTERN ENERGY CO CALL@MW+50BP RATE 05.375% MATURES 03/15/30 CALLABLE 7,241 6,871
SOUTHWESTERN ENERGY CO NTS B/E RATE 05.375% MATURES 02/01/29 4,663 4,925
SPRINGLEAF FIN CORP NTS CALL@MW+50BP RATE 07.125% MATURES 03/15/26 3,133 3,054
SPRINT CAPITAL CORP GLOBAL M-W+45BP RATE 08.750% MATURES 03/15/32 8,227 7,180
STARWOOD PPTY TR INC NTS CALL@MW+50BP RATE 04.750% MATURES 03/15/25 2,967 2,998
STEEL DYNAMICS INC NTS CALL@MW+50BP RATE 05.000% MATURES 12/15/26 80,247 80,801
SUNOCO LP / SUNOCO FIN CALL@MW+50BP RATE 05.875% MATURES 03/15/28 4,912 4,980
SVC CORP INTL NTS B/E CALL@MW+50BP RATE 05.125% MATURES 06/01/29 8,039 7,740
TARGA RES PARTNERS LP TARGA RES RATE 05.500% MATURES 03/01/30 2,126 2,006
TEGNA INC B/E CALL@MW+50BP RATE 05.000% MATURES 09/15/29 10,616 10,288
TELECOM ITALIA CALL@MW T+45BP RATE 07.721% MATURES 06/04/38 11,173 9,297
TELEDYNE TECHNOLOGIES CALL@MW+20BP RATE 02.750% MATURES 04/01/31 80,795 82,501
TELEFLEX INC NTS B/E CALL@MW+50BP RATE 04.625% MATURES 11/15/27 9,941 9,691
TENET HEALTHCARE CORP CALL@MW+50BP RATE 04.250% MATURES 06/01/29 18,155 18,776
TENET HEALTHCARE CORP CALL@MW+50BP RATE 06.125% MATURES 10/01/28 105,583 105,804
T-MOBILE USA INC B/E CALL@MW+50BP RATE 04.750% MATURES 02/01/28 11,354 10,928
TRANSDIGM INC NTS B/E CALL@MW+50BP RATE 05.500% MATURES 11/15/27 105,373 106,124
TRANSDIGM INC NTS B/E CALL@MW+50BP RATE 05.500% MATURES 11/15/27 7,500 7,861
TRAVEL + LEISURE CO B/E CALL@MW+30BP RATE 06.000% MATURES 04/01/27 2,096 2,000
TRIMBLE NAV LTD B/E 4.900% 061528 DTD061518 FC121518 CALL@MW+30BP 80,474 81,919
TWILIO INC NTS B/E RATE 03.625% MATURES 03/15/29 7,812 8,277
UNITED CONTL HLDGS NTS CALL@MW+50BP RATE 04.875% MATURES 01/15/25 3,913 3,990
UNITED RENTALS NORTH AM 0BP RATE 04.000% MATURES 07/15/30 CALLABLE 16,452 14,564
UNITED STATES STEEL CORP NTS B/E RATE 06.875% MATURES 03/01/29 6,111 6,002
USA COM PART/USA COM FIN NTS B/E RATE 06.875% MATURES 09/01/27 9,858 10,033
VITAL ENERGY INC NTS B/E CALL@MW+50BP RATE 09.750% MATURES 10/15/30 8,714 8,435
WABTEC B/E CALL@MW+30BP RATE 04.700% MATURES 09/15/28 80,223 81,205
WALGREENS BOOTS ALLIANCE 3.450% 060126 DTD060116 FC120116 CALL@MW+25BP 4,744 4,840
WESTERN GAS PARTNERS LP CALL@MW+30BP RATE 04.750% MATURES 08/15/28 CALLABLE 10,523 9,825
WILLIS NORTH AMER INC 5BP RATE 02.950% MATURES 09/15/29 CALLABLE 80,357 81,850
YUM BRANDS INC NTS B/E RATE 04.625% MATURES 01/31/32 CALLABLE 12,219 12,012
YUM! BRANDS INC B/E RATE 05.375% MATURES 04/01/32 CALLABLE 109,890 107,499
ZIMMER HOLDINGS INC B/E CALL@MW+25BP RATE 03.550% MATURES 04/01/25 CALLABLE 80,614 81,764

TY 2024 InvestmentsCorpStockSchedule
Name:
RICHARD LOUNSBERY FOUNDATION INC
EIN:
13-6081860
Name of Stock End of Year Book Value End of Year Fair Market Value
3I GROUP PLC ADR 46,000 50,195
ABBOTT LABS 92,457 100,668
ABBOTT LABS 94,301 121,254
ABBVIE INC COM 17,157 27,366
ACCENTURE PLC IRELAND CL A 33,205 46,788
ACCENTURE PLC IRELAND CL A 26,445 27,088
ACCENTURE PLC IRELAND CL A 34,534 105,537
ACUSHNET HLDGS CORP 39,652 85,936
ADOBE INC. (DELAWARE) 96,694 117,840
ADYEN N V ADR 21,514 19,351
ADYEN N V ADR 30,227 36,929
AIA GROUP LTD SPON ADR 31,949 20,606
AIA GROUP LTD SPON ADR 22,138 17,926
AIR LIQUIDE ADR FRANCE ADR 8,967 15,706
AIRBNB INC CL A 113,814 96,849
AKZO NOBEL NV SPON ADR 39,439 24,219
ALCON INC CHF 28,910 38,031
ALCON INC CHF 14,844 19,949
ALFA LAVAL AB SWEDEN ADR 9,194 22,385
ALIBABA GROUP HLDG LTD SPON ADR 51,940 21,367
ALLIANZ SE ADR 37,906 49,933
ALLSTATE CORP 10,144 18,893
ALLY FINANCIAL INC 18,237 22,794
ALPHABET INC CL C 47,740 201,486
AMAZON.COM INC 31,976 53,970
AMAZON.COM INC 202,258 387,004
AMBEV SA SPON ADR 16,559 11,707
AMENTUM HLDGS INC 21,474 19,327
AMERICAN INTL GROUP INC COM NEW 72,508 121,649
ANGLOGOLD ASHANTI PLC 11,596 10,386
AON PLC CL A 57,837 59,980
AON PLC CL A 22,416 28,014
APPLE INC 135,192 147,998
ARCH CAPITAL GROUP LTD (BERMUDA) 34,519 48,576
ARCHER DANIELS MIDLAND CO 44,528 42,639
ARCOS DORADOS HOLDINGS INC CL A 7,193 4,637
ARTISAN PARTNERS ASSET MGMT INC 31,321 48,130
ASE TECHNOLOGY HLDG CO LTD SPON ADR 12,237 15,327
ASHTEAD GROUP PLC ORD UNSPONSORED ADR 29,634 41,076
ASM INTL NV EUR 17,979 31,872
ASML HLDG NV SPON ADR 23,252 40,199
ASMPT LTD ADR 10,379 7,750
ASPEN TECHNOLOGY INC 15,015 39,691
ASSA ABLOY AB ADR 29,551 34,677
ASSA ABLOY AB ADR 12,314 15,998
ASTRAZENECA PLC SPON ADR 54,545 52,023
ATLAS COPCO AB NEW REPSTG COM SER A SPON ADR 9,950 23,799
ATLASSIAN CORP CL A 20,821 39,671
BAE SYSTEMS PLC SPON ADR 34,446 37,554
BANCFIRST CORP 30,293 43,708
BANCO BILBAO VIZCAYA ARGENTARIA S.A. SPON ADR 17,238 29,034
BANCO BILBAO VIZCAYA ARGENTARIA S.A. SPON ADR 11,041 10,274
BANCO DO BRASIL S A SPON ADR 12,470 9,871
BANK OF AMER CORP 65,203 100,074
BAXTER INTL INC 47,847 39,133
BECTON DICKINSON & CO 57,656 55,356
BERKSHIRE HATHAWAY INC NEW CL B 82,786 97,002
BHP GROUP LTD SPON ADR 31,847 20,216
BIO RAD LABORATORIES INC CL A 54,636 49,277
BROOKFIELD CORP CL A CAD 35,173 59,978
BUILDERS FIRSTSOURCE INC 36,359 32,302
CAMECO CORP 11,298 53,343
CANADIAN NAT RESOURCES LTD CAD 29,174 28,339
CANADIAN PAC KANS CITY LTD CAD 44,752 45,883
CARMAX INC 52,571 65,899
CATERPILLAR INC 25,748 48,973
CDN NATL RAILWAY CO CAD 8,124 10,456
CEMEX S.A.B. DE C.V. SPON ADR 18,216 15,533
CENTENE CORP 36,686 35,379
CHINA CONSTR BK CORP ADR 5,898 7,583
CHUGAI PHARMACEUTICAL LTD ADR 21,743 35,877
CLARIVATE PLC 39,326 26,594
CLEARWATER ANALYTICS HLDGS INC CL A 36,984 47,362
CNH INDL NV EUR 12,790 10,231
COCA COLA EUROPACIFIC PARTNERS PLC EUR 23,301 42,322
COCA COLA FEMSA S.A.B. DE C.V. (MEXICO) SPON ADR 7,267 6,387
COGNIZANT TECH SOLUTIONS CRP 10,464 10,458
COLGATE PALMOLIVE CO 50,794 49,546
COLOPLAST AS SPON ADR 12,234 10,708
COMMERCIAL METALS CO 30,423 28,371
COMPASS GROUP PLC SPON ADR 30,471 36,042
CONAGRA BRANDS, INC. 29,671 29,138
CONOCOPHILLIPS 96,037 93,021
CORPAY INC 23,524 36,888
CORVEL CORP 38,263 108,812
COSTAR GROUP INC 44,675 44,171
COUPANG INC 34,401 39,586
CREDICORP LTD 28,979 40,147
CREDICORP LTD 11,448 15,032
CROWN HOLDINGS INC 29,949 28,363
DAIFUKU CO LTD ADR 10,702 11,360
DAIKIN INDS LTD ADR 33,554 25,626
DASSAULT SYSTEMS S A SPON ADR 37,839 35,542
DBS GROUP HLDGS LTD. SPON ADR 24,629 47,119
DBS GROUP HLDGS LTD. SPON ADR 29,154 59,539
DEERE AND CO 36,074 48,302
DIAGEO PLC NEW GB SPON ADR 39,334 37,885
DIAMONDBACK ENERGY INC 58,679 58,979
DIDI GLOBAL INC SPONSORED ADS SPON ADR 7,766 7,175
DISCO CORP UNSPONSORED ADR 15,758 15,889
DOLLAR GEN CORP NEW 15,957 13,117
DOLLAR TREE INC 27,517 20,609
DOMINION ENERGY INC 31,730 32,478
DOMINION ENERGY INC 43,083 49,336
DONALDSON CO INC 9,487 21,485
DSM FIRMENICH AG SPON ADR 38,309 35,019
ECHOSTAR CORP CL A 37,940 10,900
EMBRAER S A SPON ADR 9,691 33,489
EMCOR GROUP INC 19,593 99,404
ENN ENERGY HOLDINGS LTD SPON ADR 31,793 19,542
EPIROC AKTIEBOLAG ADR 9,768 17,204
ERSTE GROUP BANK AG SPON ADR 28,523 55,929
EVERGY INC 47,980 52,379
EXPERIAN PLC SPON ADR 30,645 33,158
EXPERIAN PLC SPON ADR 25,508 27,091
EXTRA SPACE STORAGE INC REITS 35,379 41,439
FACTSET RESH SYSTEMS INC 20,361 55,232
FANUC CORP ADR 43,263 25,806
FERGUSON INC 37,933 41,657
FERGUSON INC 24,918 30,028
FERRARI N V EUR 32,146 65,425
FIDELITY NATIONAL FINANCIAL IN COM 20,219 30,147
FIRST CITIZENS BANCSHS INC N. C. CL A 15,008 46,486
FIRST HAWAIIAN INC 49,685 58,595
FOMENTO ECONOMICO MEXICANO S.A.B. DE CV SPON ADR 23,869 28,212
FOMENTO ECONOMICO MEXICANO S.A.B. DE CV SPON ADR 7,235 5,984
FREEPORT-MCMORAN INC 33,936 36,366
FREEPORT-MCMORAN INC 12,206 13,785
FTI CONSULTING INC 60,352 110,664
FULL TRUCK ALLIANCE CO LTD SPON ADR 8,884 13,482
GAMING & LEISURE PPTYS INC REIT 23,735 26,777
GARTNER INC 11,298 44,087
GENERAL MOTORS CO 61,938 79,958
GENMAB A/S SPON ADR 18,851 10,310
GLAXO WELLCOME PLC SPON ADR 31,933 28,882
GLOBAL PAYMENTS INC 38,734 39,109
GLOBANT S A 7,380 8,148
GRACO INC 25,860 66,842
GRAPHIC PACKAGING HOLDING CO 23,197 33,923
GRUPO FINANCIERO BANORTE SPON ADR 12,471 10,272
GRUPO FINANCIERO BANORTE SPON ADR 20,426 17,623
HAIER SMART HOME CO LTD SPON ADR 17,412 19,530
HALEON PLC SPON ADR 30,784 39,553
HALEON PLC SPON ADR 32,036 36,815
HALLIBURTON CO (HOLDING COMPANY) 30,815 27,244
HARTFORD FINCL SERVICES GROUP INC 20,275 43,213
HCA HEALTHCARE, INC 31,239 51,926
HDFC BANK LTD ADR REPSTG 3 ORD SHS 37,677 41,062
HEINEKEN NV SPON ADR 32,916 21,759
HENRY JACK & ASSOC INC 4,276 26,295
HF SINCLAIR CORP 35,798 34,139
HOME DEPOT INC 25,927 30,341
HUNTINGTON INGALLS INDS INC 30,738 31,747
IAC INC 54,531 28,472
ICICI BANK LTD SPON ADR 19,583 30,487
ICICI BANK LTD SPON ADR 28,870 39,296
ICON PLC EUR 57,239 51,379
INFINEON TECHNOLOGIES ADR 24,143 38,203
ING GROEP N V NL SPON ADR 31,746 53,435
INTL PAPER CO 22,837 29,709
IQVIA HLDGS INC 10,310 9,826
ITAU UNIBANCO HLDG SA ADR 12,739 11,289
JACOBS SOLUTIONS INC 19,496 22,715
JAZZ PHARMACEUTICALS PLC 36,955 36,452
JBG SMITH PPTYS SBI 36,954 19,289
JBS SA SPON ADR 12,572 17,820
KADANT INC 51,130 78,313
KB FINL GROUP INC SPON ADR 25,471 31,636
KEYCORP NEW 36,833 44,221
KFORCE INC 24,051 21,830
KINDER MORGAN INC 25,881 42,854
KOMATSU LTD SPON ADR NEW 12,681 18,496
KONINKLIJKE PHILIPS NV SPON ADR 13,128 15,293
KOREA ELECTRIC POWER CRP SPONSORED ADR SHS 14,016 11,152
KRAFT HEINZ CO/THE 45,150 43,363
KT CORP SPON ADR 7,946 8,955
KUBOTA CORP ADR JAPAN ADR 36,560 22,022
L3 HARRIS TECHNOLOGIES INC 36,586 38,271
LABCORP HOLDINGS INC 48,353 52,514
LABCORP HOLDINGS INC 35,465 42,654
LAMB WESTON HLDGS INC 9,340 10,893
LANDSTAR SYSTEMS INC 78,366 80,946
LCI INDUSTRIES 45,664 35,256
LIBERTY BROADBAND CORP SER C 23,111 28,035
LIBERTY GLOBAL LTD CL A 18,815 23,134
LILLY ELI & CO 87,060 96,500
LINDE PLC NEW EUR 8,677 18,840
LINDE PLC NEW EUR 31,037 40,611
LKQ CORP NEW 28,949 28,298
LOREAL CO ADR FRANCE ADR 26,516 31,896
LULULEMON ATHLETICA INC 33,124 46,272
LVMH MOET HENNESSY LOUIS ADR 27,555 31,366
MAGNA INTL INC CL A SUB VTG CANADA ORD CAD 29,903 20,686
MAGNA INTL INC CL A SUB VTG CANADA ORD CAD 9,716 9,068
MANHATTAN ASSOC INC 13,951 59,723
MANULIFE FINANCIAL CORP CAD 21,924 38,326
MARKEL GROUP INC 21,543 31,072
MARTIN MARIETTA MATERIALS INC 27,544 36,155
MASTERCARD INC CL A 84,736 159,024
MATCH GROUP INC 33,238 31,075
MEDTRONIC PLC 55,661 44,254
MEITUAN ADR 18,544 35,589
MEITUAN ADR 61,902 47,736
MERCADOLIBRE INC 19,586 20,405
MERCADOLIBRE INC 24,263 28,907
MICHELIN COMPAGNIE GENERALE ADR 40,968 38,828
MICRON TECHNOLOGY INC 26,778 24,322
MICROSOFT CORP 119,683 234,776
MIDDLEBY CORP DELA 9,883 9,752
MITSUBISHI HEAVY INDS LTD ADR 42,634 49,217
MOELIS & CO CL A 35,354 82,819
MOLSON COORS BEVERAGE CO CL B 18,909 20,005
MONDAY COM LTD 31,718 34,374
MONOTARO CO LTD UNSPONSORED ADR 41,011 44,852
MOSAIC CO 43,841 28,070
MSCI INC 95,836 109,202
MUNICH RE GROUP ADR 18,522 38,126
NASDAQ INC 41,477 50,870
NATL FUEL GAS CO 17,648 18,993
NEDBANK GROUP LTD SPON ADR 7,316 8,781
NESTLE S A SPONSORED ADR REPSTG REG SHS SWITZ ADR 30,134 25,245
NETFLIX INC 43,523 146,176
NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC SPON ADR 7,060 5,519
NEWS CORP NEW CL A 15,273 24,125
NIDEC CORP ADR 48,341 15,512
NISOURCE INC 26,069 39,554
NOBLE CORP PLC 13,858 8,792
NOVO NORDISK A/S SPON ADR 48,777 45,247
NOVO NORDISK A/S SPON ADR 43,828 68,816
NOVONESIS B ADR 9,327 10,177
NU HLDGS LTD CL A 30,690 28,718
NVR INC 16,494 32,716
OGE ENERGY CORP 27,463 33,825
ORACLE CORP 158,861 161,141
ORGANON & CO 25,100 15,575
OTSUKA HLDGS CO LTD UNSPONSORED ADR 30,584 44,168
P.T. TELEKOMUNIKASI INDONESIA SPON ADR 16,929 12,930
PAN PAC INTL HLDGS CORP ADR 35,972 50,392
PARKER HANNIFIN CORP 10,104 24,805
PAYCOM SOFTWARE INC 50,470 55,137
PERRIGO CO PLC EUR 57,852 42,576
PETROLEO BRASILEIRO SA SPON ADR 20,618 20,949
PFIZER INC 76,893 65,980
PING AN INSURANCE (GROUP) CO OF CHINA LTD REPSTG 20 H SHS SPON 14,987 9,417
POST HLDGS INC 18,137 32,850
PRIMERICA INC 30,014 125,396
RBC BEARINGS INC 17,120 67,606
REGAL REXNORD CORP 32,357 38,627
RENTOKIL INITIAL PLC SPON ADR 34,121 24,408
RIGHTMOVE PLC ADR 47,922 58,088
RIO TINTO PLC SPON ADR 17,570 20,936
RLI CORP 19,233 46,317
ROCHE HLDG LTD SPONS ADR SWITZ ADR 36,708 40,635
ROCHE HLDG LTD SPONS ADR SWITZ ADR 29,963 31,043
ROLLS ROYCE HOLDINGS PLC SPON ADR 53,393 51,235
SAFRAN SA ADR 32,467 50,576
SAFRAN SA ADR 57,894 66,654
SAP SE SPON ADR 20,116 40,132
SAP SE SPON ADR 64,719 64,753
SBA COMMUNICATIONS CORP NEW REIT 55,550 50,339
SCHEIN HENRY INC 28,672 28,649
SCHNEIDER ELEC SE UNSPONSORED ADR 12,908 35,443
SCHNEIDER ELEC SE UNSPONSORED ADR 24,900 40,655
SEA LTD ADR 48,739 68,753
SERVICENOW INC 55,652 154,778
SHELL PLC SPON ADR 32,768 37,214
SHIMANO INC UNSPONSORED ADR 9,473 8,041
SHINHAN FINANCIAL HLDG O SPON ADR 18,360 20,747
SHIONOGI & CO LTD ADR 15,831 11,628
SHOPIFY INC CL A 99,959 151,520
SIEMENS ENERGY AG ADR 42,742 45,030
SILICON MOTION TECHNOLOGY CORP ADS ADR 21,474 23,728
SIMPSON MANUFACTURING CO INC DELA 62,374 125,367
SIRIUS XM HLDGS INC 36,627 25,673
SK TELECOM CO LTD ADR 8,242 7,217
SONOVA HLDG AG ADR 6,615 13,008
SONY GROUP CORP SPONSORED ADR 46,504 54,699
SONY GROUP CORP SPONSORED ADR 29,487 34,575
SOUTHERN COPPER CORP 10,988 10,115
SPOTIFY TECHNOLOGY SA EUR 40,565 62,633
SS&C TECHNOLOGIES HLDGS INC COM 49,071 53,728
SS&C TECHNOLOGIES HLDGS INC COM 9,805 10,533
STANDARD BK GROUP LTD SPON ADR 10,112 12,074
STAR BULK CARRIERS CORP 22,366 16,923
STARBUCKS CORP 38,602 41,519
STERIS PLC 31,673 38,851
SYMRISE AG ADR 35,866 32,352
SYMRISE AG ADR 11,132 15,608
SYSCO CORP 72,225 70,420
SYSMEX CORP UNSPONSORED ADR 29,854 29,577
TAIWAN SEMICONDUCTOR MFG CO LTD ADR 19,373 52,927
TAIWAN SEMICONDUCTOR MFG CO LTD ADR 54,042 99,732
TAIWAN SEMICONDUCTOR MFG CO LTD ADR 63,489 89,068
TARGET CORP 47,450 49,476
TD SYNNEX CORP 27,021 28,616
TECHTRONIC INDS SPON ADR HONG KONG 14,692 13,188
TECK RESOURCES LTD CL B ORD CAD 7,326 6,363
TENCENT HLDGS LTD ADR 28,679 27,920
TENCENT HLDGS LTD ADR 56,819 44,193
TENCENT MUSIC ENTMT GROUP SPON ADR 7,524 7,094
TEXAS INSTRUMENTS 75,604 84,567
THERMO FISHER SCIENTIFIC INC 130,754 120,173
TORO CO 89,256 91,634
TOTALENERGIES SE SPON ADR 21,300 28,613
TRIP COM GROUP LTD SPON ADR 13,262 22,726
TYSON FOODS INC CL A 32,608 33,602
UBS GROUP AG 34,528 34,201
UFP INDS INC 55,115 62,070
ULTA BEAUTY, INC 9,722 11,308
UNICHARM CORP SPON ADR 14,088 8,318
UNILEVER PLC AMER SHS NEW SPON ADR 31,663 29,484
UNION PACIFIC CORP 56,506 57,238
UNITEDHEALTH GROUP INC 33,948 53,621
US FOODS HLDG CORP 13,112 21,857
VIATRIS INC 29,356 31,909
VISA INC CL A 25,323 40,769
VISA INC CL A 84,922 180,775
VISTA ENERGY S.A.B. DE C.V. SPON ADR 15,458 24,674
VONTIER CORP COM 27,559 32,385
WALGREENS BOOTS ALLIANCE INC 47,277 23,530
WARNER BROS DISCOVERY INC 32,259 39,559
WASTE CONNECTIONS INC CAD 21,488 26,766
WASTE MGMT INC NEW 42,052 54,282
WATTS WATER TECHNOLOGIES INC CL A 48,343 83,150
WELLS FARGO & CO NEW 18,382 31,819
WESCO INTL INC 10,502 11,943
WILLIS TOWERS WATSON PUB LTD CO 12,996 19,108
WOORI FINANCIAL GROUP INC SPON ADR 7,131 7,094
WORKDAY INC CL A 78,431 90,827
ZIMMER BIOMET HOLDINGS INC 19,697 19,225
ZOETIS INC 91,640 112,910
ZTO EXPRESS CAYMAN INC SPON ADR 13,767 13,411

TY 2024 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 5,887,465 5,540,433

TY 2024 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 6,065 0   6,065


TY 2024 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 1,347 135   1,212
TELEPHONE 2,628 263   2,365
COMPUTER SERVICES 4,724 472   4,252
INSURANCE 5,634 563   5,071
POSTAGE AND MESSENGER 483 48   435
PAYROLL FEES 4,430 443   3,987
OTHER 568 0   568
FILING FEE 750 0   750


TY 2024 OtherIncomeSchedule2
Name:
RICHARD LOUNSBERY FOUNDATION INC
EIN:
13-6081860
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
RETURNED GRANT 78,591   78,591


TY 2024 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 24,000 24,000   0
UBS - INVESTMENT ADVISORS 154,728 154,728   0
BOARD CONSULTANTS 24,000 0   24,000
GRANT CONSULTANT 360 0   360


TY 2024 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 13,690 0   0